Herman & Helen Lipsitz Charitable Trust
The Herman & Helen Lipsitz Charitable Trust is a private foundation established around 1972 in Pennsylvania. Based in Pittsburgh, PA, the trust operates as a 501(c)(3) organization dedicated to philanthropic grantmaking across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
-6.5% YoY
Annual Giving
$577K
-14.7% YoY
Grant Count
33
-8.3% YoY
Avg Grant Size
$17K
-7.0% YoY
Mission & Focus Areas
The trust's primary purpose is to use all income to further its exempt purpose through grantmaking. The foundation focuses on three main areas:
- Religious Community Service — Supporting religious organizations and community service initiatives
- Education — Funding educational programs, particularly K-12 schools and youth education
- General Support — Providing general operating support to eligible organizations
Grantmaking
Grant Range
$200–$220,000
Average Grant
amount: $8,772–$39,375 (varies by program area)
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Geographic Focus
Where this funder awards grants
The foundation makes grants nationally, with documented giving in California, Texas, Florida, and Illinois, as well as Pennsylvania, New York, and New Jersey.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent (2024):
- Total assets: $3,645,168
- Total revenue: $418,767
- Total expenses: $607,609
- Total giving: $576,660
Prior Year (2023):
- Total assets: $3,897,712
- Total revenue: $449,171
- Total expenses: $708,199
- Total giving: $700,833
Giving Rate: 17.4%
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,645,168 | $3,897,712 | $4,142,567 |
| Revenue | $418,767 | $449,171 | $241,635 |
| Expenses | $607,609 | $708,199 | $609,134 |
| Qualifying Distributions | $598,858 | $700,833 | $602,832 |
| Net Investment Income | $282,088 | $181,796 | $186,698 |
| Distributable Amount | $309,345 | $291,836 | $300,140 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
157 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Barbara Katch — Trustee (20 hours/week)
- Michael Katch — Trustee (1 hour/week)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARBARA KATCH | TRUSTEE | 20 | — |
| MICHAEL KATCH | TRUSTEE | 1 | — |
Contact Information
Address: 1900 Murray Ave Ste 203, Pittsburgh, PA 15217-1657
Phone: 412-521-5859
EIN: 25-6134327
Tax-Exempt Status: July 1972
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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