The Samuel & Natalie Lipsett Foundation

NEW YORK, NY EIN: 65-6319168

The Samuel & Natalie Lipsett Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $69K in total assets. In 2024, it awarded 4 grants totaling $46K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$69K

-30.7% YoY

Annual Giving

$46K

-24.7% YoY

Grant Count

4

-42.9% YoY

Avg Grant Size

$12K

+31.9% YoY

Under IRS private-foundation payout rules, The Samuel & Natalie Lipsett Foundation reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About The Samuel & Natalie Lipsett Foundation

Based on IRS filings

The Samuel & Natalie Lipsett Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $69K in total assets. In 2024, it awarded 4 grants totaling $46K. Net investment income was $16K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+2 more states

Cities

Albert LeaAtlantaBeachwoodBostonGloucesterNew YorkOxnardPalm BeachRye BrookSarasotaTequestaWashingtonWest Palm BeachWestwood

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$35K$52K$69K20202021202220232024
Metric202420232022
Total Assets$69,261$99,984$143,330
Revenue$16,256$19,824$1,085
Expenses$48,479$63,170$13,803
Qualifying Distributions$48,048$63,148$13,548
Net Investment Income$16,167$19,464$1,938
Distributable Amount$6,532$8,481$10,151

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$31K$46K$61K8 grants202012 grants202112 grants20227 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

FROM THE HEART PRODUCTIONS$35KROTARY CLUB OF PALM BEACH$5KTEMPLE EMANUEL$4KTAMPLE AHAVAT ACHIM$2K

Grant Size Distribution

43 grants across all recorded years

42<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include From the Heart Productions ($35,000), Rotary Club of Palm Beach ($5,000), Temple Emanuel ($3,900).

RecipientPurposeAmount
FROM THE HEART PRODUCTIONS OXNARD, CAGENERAL$35,000
ROTARY CLUB OF PALM BEACH PALM BEACH, FLGENERAL$5,000
TAMPLE AHAVAT ACHIM GLOUCESTER, MAGENERAL$2,250
TEMPLE EMANUEL SARASOTA, FLGENERAL$3,900

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
NATHAN LISPETTTRUSTEE3
HELEN L BOEHMTRUSTEE3

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Samuel & Natalie Lipsett Foundation?

The Samuel & Natalie Lipsett Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $69K in total assets as of 2024.

How large is The Samuel & Natalie Lipsett Foundation?

As of 2024, The Samuel & Natalie Lipsett Foundation holds $69K in total assets with $16K in annual revenue. It awarded 4 grants totaling $46K in 2024.

Where does The Samuel & Natalie Lipsett Foundation operate?

The Samuel & Natalie Lipsett Foundation has awarded grants in California, District of Columbia, Florida, Fm, Georgia, Massachusetts, Minnesota, New York, Ohio.

What size grants does The Samuel & Natalie Lipsett Foundation award?

In 2024, The Samuel & Natalie Lipsett Foundation awarded 4 grants totaling $46K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is The Samuel & Natalie Lipsett Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Samuel & Natalie Lipsett Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Samuel & Natalie Lipsett Foundation's EIN?

The Samuel & Natalie Lipsett Foundation's EIN (Employer Identification Number) is 65-6319168. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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