The Samuel & Natalie Lipsett Foundation
The Samuel & Natalie Lipsett Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $69K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $9K.
The Samuel & Natalie Lipsett Foundation at a glance
In short: The Samuel & Natalie Lipsett Foundation gave $6K across 2 grants in 2025 (avg $3K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,300
- -86.3% vs 2024
- Grants made (2025)
- 2
- -50.0% vs 2024
- Average grant
- $3,150
- -72.7% vs 2024
- Median grant
- $3,150
- Total assets
- $69,439
- +0.3% vs 2024
- Primary geography
- Florida (62% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Samuel & Natalie Lipsett Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Temple Emanuel ($4K). Together the top 2 received $6K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 36 grants of 37 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How The Samuel & Natalie Lipsett Foundation gives
- Giving fell 46% from 2022 to 2025. Method
- In 2025 it paid out 158% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2025) to $61K (2023). In 2025 it made 2 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Temple Emanuel Sarasota, FL | General | $3,900 |
| Tample Ahavat Achim Gloucester, MA | General | $2,400 |
Ready to take the next step with The Samuel & Natalie Lipsett Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $69,439 | $8,884 | $8,706 | $6,300 | 2 | $8,198 | $8,782 | $5,190 |
| 2024 | $69,261 | $16,256 | $48,479 | $46,150 | 4 | $48,048 | $16,167 | $6,532 |
| 2023 | $99,984 | $19,824 | $63,170 | $61,250 | 7 | $63,148 | $19,464 | $8,481 |
| 2022 | $143,330 | $1,085 | $13,803 | $11,650 | 12 | $13,548 | $1,938 | $10,151 |
| 2021 | $155,548 | $16,397 | $14,508 | $12,750 | 12 | $14,475 | $16,314 | $11,333 |
| 2020 | $153,659 | $10,337 | $14,704 | $11,900 | 8 | — | $10,311 | $10,850 |
Under IRS private-foundation payout rules, The Samuel & Natalie Lipsett Foundation reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Samuel & Natalie Lipsett Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Helen L. Boehm
Trustee
On filings since 2022
3 hrs/week
No compensation reported
Nathan Lispett
Trustee
On filings since 2022
3 hrs/week
No compensation reported
Former officers (1)
- Former: Natalie Lipsett (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Samuel & Natalie Lipsett Foundation
How much does The Samuel & Natalie Lipsett Foundation give each year?
The Samuel & Natalie Lipsett Foundation gave $6K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 4 grants.
How large is The Samuel & Natalie Lipsett Foundation?
The Samuel & Natalie Lipsett Foundation reported $69K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
Where does The Samuel & Natalie Lipsett Foundation operate?
The Samuel & Natalie Lipsett Foundation has awarded grants in California, District of Columbia, Florida, Micronesia, Georgia, Massachusetts, Minnesota, New York, Ohio.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
Explore Open Grants
Browse active grant opportunities in The Samuel & Natalie Lipsett Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Herbert a Meisler Charitable Foundation
Birmingham, AL
The Herbert A Meisler Charitable Foundation funds charitable organizations, with recent grants supporting autism and developmental disabilities services and cancer-related work. Its 2025 grants ranged from $25,000 to $250,000, mostly benefiting organizations in Alabama, with some support in Georgia. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$842K
Grants
2
Total Given
$275K
The Shamos Family Foundation
Denver, CO
Assets
$1.2M
Grants
1
Total Given
$20K
Robert Gerard Pollock Foundation
Dallas, TX
Assets
$9.8M
Grants
1
Total Given
$125K
The Rosewood Foundation
Dallas, TX
The Rosewood Foundation supports arts, education, environmental conservation, healthcare, and poverty alleviation, primarily through program grants aimed at improving quality of life in the Dallas area. Its stated award range is $2,500–$10,000, and it funds only preselected organizations, not unsolicited requests.
Assets
$19K
Grants
3
Total Given
$6K
RADLER FOUNDATION for INNOVATION and EDUCATION INC
Greenfield, WI
Assets
$760K
Grants
9
Total Given
$26K
Howard and Amy Finkelstein
Jupiter, FL
The foundation supports community services, education, family services, and religious education, with 2025 grants concentrated in New York and additional giving in Connecticut, Florida, Washington, DC, and Massachusetts. Its 2025 grants ranged from $1,000 to $600,000, with a median of $5,000. It stated on its 2023 filing that it does not accept unsolicited requests and gives only to preselected organizations.
Assets
$2.2M
Grants
22
Total Given
$816K
More similar funders
More Funders in New York
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Samuel & Natalie Lipsett Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Samuel & Natalie Lipsett Foundation down — hundreds of funders to go?