Civic Intelligence

The Samuel and Natalie Lipsett Foundation

EIN 65-6319168 • New York, NY

Pub. 78 EligibleNTEE T22
1271 Avenue Of The Americas 42nd FNew York, NY 10020
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-198%

Higher net margin than 16% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T22 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-31%

Faster asset growth than 19% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-18%

Faster revenue growth than 35% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$69,261

Down $30,723 (-31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$69,261

Down $30,723 (-31%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin16th percentile

Revenue

Down

$16,256

Down $3,568 (-18%) from 2023

Expenses

Down

$48,479

Down $14,691 (-23%) from 2023

Net Income

Up

-$32,223

Up $11,123 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $361,658Liabilities 2011: $02011Assets 2012: $353,492Liabilities 2012: $0Net Assets 2012: $353,4922012Assets 2013: $343,956Liabilities 2013: $0Net Assets 2013: $343,9562013Assets 2014: $344,197Liabilities 2014: $0Net Assets 2014: $344,1972014Assets 2015: $334,393Liabilities 2015: $0Net Assets 2015: $334,3932015Assets 2016: $321,674Liabilities 2016: $0Net Assets 2016: $321,6742016Assets 2017: $321,010Liabilities 2017: $0Net Assets 2017: $321,0102017Assets 2018: $316,337Liabilities 2018: $0Net Assets 2018: $316,3372018Assets 2019: $157,226Liabilities 2019: $0Net Assets 2019: $157,2262019Assets 2020: $153,659Liabilities 2020: $0Net Assets 2020: $153,6592020Assets 2021: $155,548Liabilities 2021: $0Net Assets 2021: $155,5482021Assets 2022: $143,330Liabilities 2022: $0Net Assets 2022: $143,3302022Assets 2023: $99,984Liabilities 2023: $0Net Assets 2023: $99,9842023Assets 2024: $69,261Liabilities 2024: $0Net Assets 2024: $69,2612024

Highlighted filing

2024

Assets$69,261
Liabilities$0
Net Assets$69,261
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $22,067Expenses 2011: $21,229Net Income 2011: $8382011Expenses 2012: $19,1422012Revenue 2013: $12,320Expenses 2013: $21,856Net Income 2013: -$9,5362013Revenue 2014: $22,069Expenses 2014: $21,826Net Income 2014: $2432014Revenue 2015: $12,156Expenses 2015: $21,962Net Income 2015: -$9,8062015Revenue 2016: $8,377Expenses 2016: $21,096Net Income 2016: -$12,7192016Revenue 2017: $20,613Expenses 2017: $21,277Net Income 2017: -$6642017Revenue 2018: $17,172Expenses 2018: $21,845Net Income 2018: -$4,6732018Revenue 2019: $70,481Expenses 2019: $229,592Net Income 2019: -$159,1112019Revenue 2020: $10,337Expenses 2020: $14,704Net Income 2020: -$4,3672020Revenue 2021: $16,397Expenses 2021: $14,508Net Income 2021: $1,8892021Revenue 2022: $1,085Expenses 2022: $13,803Net Income 2022: -$12,7182022Revenue 2023: $19,824Expenses 2023: $63,170Net Income 2023: -$43,3462023Revenue 2024: $16,256Expenses 2024: $48,479Net Income 2024: -$32,2232024

Highlighted filing

2024

Revenue$16,256
Expenses$48,479
Net Income-$32,223
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,261
Liabilities
$0
Net assets
$69,261
Revenue
$16,256
Expenses
$48,479
Net income
-$32,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.16$0.48$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.20$0.63$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.01$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.16$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10$0.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.70$2.30$1.59
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.17$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.21$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.08$0.21$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.12$0.22$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.22$0.22$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.12$0.22$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.19
2011Summary only. Only limited summary data is available for this year.$3.62$0.00$0.22$0.21$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATHAN LISPETTTrustee-$0--
HELEN L BOEHMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFROM THE HEART PRODUCTIONSGENERALExemptOXNARD, CA, US$35,000
Paid GrantROTARY CLUB OF PALM BEACHGENERALExemptPALM BEACH, FL, US$5,000
Paid GrantTEMPLE EMANUELGENERALExemptSARASOTA, FL, US$3,900
Paid GrantTAMPLE AHAVAT ACHIMGENERALExemptGLOUCESTER, MA, US$2,250
Filing and Contact Details

Filer

Filer Name
The Samuel & Natalie Lipsett Foundation
EIN
65-6319168
Phone
5165089623
Address
1271 AVENUE OF THE AMERICAS 42ND F, NEW YORK, NY 10020

Signing Officer

Name
Natalie Lipsett
Title
Trustee
Phone
5165089623
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust
Address
1225 FRANKLIN AVENUE 500, GARDEN CITY, NY 11350
Preparer
Julia Lager
Phone
5165089623
Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05165089623
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NATHAN LISPETT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1HELEN L BOEHM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FROM THE HEART PRODUCTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ROTARY CLUB OF PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TAMPLE AHAVAT ACHIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TEMPLE EMANUEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NOne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01013 HARBOR BLVD 53
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1363 COCOANUT ROW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt286 MIDDLE STEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3151 MCINTOSH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OXNARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GLOUCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334232
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046150
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06532
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03397
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0203792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0203792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0105497
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt041516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03397
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02775
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048048
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt041516
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0309289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0267773
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REFUND OF GRANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt089
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT SERVICES FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt089
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/Amt1272
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE LIPSETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05165089623
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAMUEL & NATALIE LIPSETT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BESSEMER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0656319168
ReturnHeader/Filer/PhoneNum05165089623
ReturnHeader/Filer/USAddress/AddressLine1Txt01271 AVENUE OF THE AMERICAS 42ND F
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132792165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BESSEMER TRUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01225 FRANKLIN AVENUE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011350
ReturnHeader/PreparerPersonGrp/PhoneNum05165089623
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA LAGER
ReturnHeader/ReturnTs02025-05-13T12:36:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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