Robert L And Rhoda Lipton Charitable Foundation

Surfside, FL
Tax-exempt since Nov. 1999
EIN: 65-6299984

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$82.9k (2024)

Expenses

$126k (2024)

Total Assets

$714k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$82,852

Expenses

$125,773

Net Income

-$42,921

Net Assets

$714,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,604	20.0%
Sales of Assets	$66,248	80.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,490	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$714,242
Total Liabilities	$0
Net Assets	$714,242

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on May 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$26,117

Expenses

$198,014

Net Income

-$171,897

Net Assets

$757,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,651	79.1%
Sales of Assets	$5,466	20.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,325	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$757,162
Total Liabilities	$0
Net Assets	$757,162

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2022

Revenue

$124,014

Expenses

$58,882

Net Income

$65,132

Net Assets

$929,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,829	10.3%
Sales of Assets	$111,185	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,750	81.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$929,059
Total Liabilities	$0
Net Assets	$929,059

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$278,779

Expenses

$53,896

Net Income

$224,883

Net Assets

$863,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,801	4.6%
Sales of Assets	$265,978	95.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,125	83.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$863,928
Total Liabilities	$0
Net Assets	$863,928

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$27,865

Expenses

$55,961

Net Income

-$28,096

Net Assets

$639,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,795	45.9%
Sales of Assets	$15,070	54.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,188	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$639,045
Total Liabilities	$1
Net Assets	$639,044

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on Sept. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$84,682

Expenses

$59,386

Net Income

$25,296

Net Assets

$667,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,695	15.0%
Sales of Assets	$71,987	85.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,438	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$667,141
Total Liabilities	$0
Net Assets	$667,141

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on Aug. 22, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$113,446

Expenses

$67,429

Net Income

$46,017

Net Assets

$641,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,706	13.8%
Sales of Assets	$97,740	86.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,969	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$641,845
Total Liabilities	$0
Net Assets	$641,845

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on Nov. 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$86,954

Expenses

$26,464

Net Income

$60,490

Net Assets

$595,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,870	16.0%
Sales of Assets	$73,084	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,813	67.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$595,828
Total Liabilities	$0
Net Assets	$595,828

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on Dec. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$70,738

Expenses

$50,584

Net Income

$20,154

Net Assets

$535,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	0.1%
Dividends	$12,426	17.6%
Sales of Assets	$58,258	82.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,063	73.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$535,338
Total Liabilities	$0
Net Assets	$535,338

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on March 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$52,393

Expenses

$42,427

Net Income

$9,966

Net Assets

$515,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,800	22.5%
Sales of Assets	$40,593	77.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,282	83.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$515,184
Total Liabilities	$0
Net Assets	$515,184

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on Jan. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$13,007

Expenses

$53,317

Net Income

-$40,310

Net Assets

$505,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,194	86.1%
Sales of Assets	$15	0.1%
Other Income	$1,798	13.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,125	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$505,218
Total Liabilities	$0
Net Assets	$505,218

Compensation

Key Employees and Officers	Compensation	Other
Rhoda Z Lipton (Trustee)	$0	$0
Mordechai Lipton (Trustee)	$0	$0
Esther Rogatinsky (Trustee)	$0	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$30,476

Expenses

$49,542

Net Income

-$19,066

Net Assets

$545,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,071	46.2%
Sales of Assets	$18,015	59.1%
Other Income	-$1,610

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,813	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$545,528
Total Liabilities	$1
Net Assets	$545,527

990-PF

Filed on Dec. 31, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$29,488

Expenses

$56,049

Net Income

-$26,561

Net Assets

$564,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,828	29.9%
Sales of Assets	$17,298	58.7%
Other Income	$3,362	11.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,000	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$564,594
Total Liabilities	$1
Net Assets	$564,593

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated August 21, 2025

Robert L And Rhoda Lipton Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $82.9k (2024)

Expenses $126k (2024)

Total Assets $714k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$82.9k (2024)

Expenses

$126k (2024)

Total Assets

$714k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002

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2001