Nonprofit · EIN 11-6478782
MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR
Also known as LIFSHITZ MENACHEM E & DANIEL TTEE
Tax-exempt · BOCA RATON, FL 33433
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $385,014 | $120,799 | $264,215 | $5,886,735 | $0 | $5,886,735 |
| October 31, 2024 | 990-PF | $48,488 | $167,680 | -$119,192 | $5,622,520 | $0 | $5,622,520 |
| October 31, 2023 | 990-PF | $529,012 | $510,849 | $18,163 | $5,741,712 | $0 | $5,741,712 |
| October 31, 2021 | 990-PF | $921,288 | $191,177 | $730,111 | $5,734,148 | $0 | $5,734,148 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $5,296
- Interest
- $298,168
- Net gain from sales of assets
- $98,126
- Other income
- -$16,576
Expenses
- Grants and similar amounts paid
- $62,600
- Salaries, compensation and benefits (total)
- $50,000
- Disbursements for charitable purposes
- $62,600
- Excise tax on investment income
- $4,218
Balance sheet and other
- Total assets, start of year
- $5,622,520
- Total assets, end of year
- $5,886,735
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,886,735
- Fair market value of assets
- $5,877,888
- Qualifying distributions
- $62,600
- Net investment income
- $303,464
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MENACHUM LIFSHITZ 7004 MANDARIN DRIVE, BOCA RATON, FL 33433 | OFFICER | 0 | $0 |
| ROCHELLE LIFSHITZ 7004 MANDARIN LANE, BOCA RATON, FL 33433 | OFFICER | 0 | $0 |
| DANIEL LIFSHITZ 22 AUERBACH LANE, LAWRENCE, NY 11559 | OFFICER | 0 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MENACHUM LIFSHITZ 7004 MANDARIN DRIVE, BOCA RATON, FL 33433 | OFFICER | 0 | $0 |
| ROCHELLE LIFSHITZ 7004 MANDARIN LANE, BOCA RATON, FL 33433 | OFFICER | 0 | $0 |
| DANIEL LIFSHITZ 22 AUERBACH LANE, LAWRENCE, NY 11559 | OFFICER | 0 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MENACHUM LIFSHITZ 7004 MANDARIN DRIVE, BOCA RATON, FL 33433 | OFFICER | 0 | $0 |
| ROCHELLE LIFSHITZ 7004 MANDARIN LANE, BOCA RATON, FL 33433 | OFFICER | 0 | $0 |
| DANIEL LIFSHITZ 22 AUERBACH LANE, LAWRENCE, NY 11559 | OFFICER | 0 | $0 |
990-PF for the year ended October 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MENACHUM LIFSHITZ 7004 MANDARIN DRIVE, BOCA RATON, FL 33433 | OFFICER | 0 | $0 |
| ROCHELLE LIFSHITZ 7004 MANDARIN LANE, BOCA RATON, FL 33433 | OFFICER | 0 | $0 |
| DANIEL LIFSHITZ 22 AUERBACH LANE, LAWRENCE, NY 11559 | OFFICER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7004 MANDARIN DR, BOCA RATON, FL 33433-7410
- Signed the 990-PF
- MENACHUM LIFSHITZ, OFFICER
- Phone
- (516) 353-0415
- Return prepared by
- BURG & WEINGARTEN CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 11-6478782
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T60J)
- Assets (IRS master file)
- $5,886,735
- Income (IRS master file)
- $750,631
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $385,014 | $120,799 | $5,886,735 | XML |
| 990-PF | October 2024 | $48,488 | $167,680 | $5,622,520 | XML |
| 990-PF | October 2023 | $529,012 | $510,849 | $5,741,712 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $921,288 | $191,177 | $5,734,148 | XML |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-6478782).
Questions about MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR
- What is the EIN of MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR?
- The employer identification number (EIN) of MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR is 11-6478782.
- Is MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MELLY AND ROCHELLE LIFSHITZ CHARITABLE TR have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $385,014, expenses of $120,799 and total assets of $5,886,735 at year end.
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