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Nonprofit · EIN 43-6732852

JOSEPH AND JOAN LIPIC FOUNDATION

Also known as LIPIC JOSEPH & JOAN TTEE

Tax-exempt · FENTON, MO 63026

Financials

$9K$26K2023$38K$40K2024
Revenue Expenses · by fiscal year end
Financials of JOSEPH AND JOAN LIPIC FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990-PF$38,242$40,081-$1,839$282,003$0$282,003
February 29, 2024990-PF$8,942$25,806-$16,864$283,842$0$283,842
Financial details: 990-PF for the year ended February 28, 2025

Revenue

Dividends
$8,788
Interest
$101
Net gain from sales of assets
$29,353

Expenses

Grants and similar amounts paid
$37,348
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$37,348
Excise tax on investment income
$494

Balance sheet and other

Total assets, start of year
$283,842
Total assets, end of year
$282,003
Total liabilities, end of year
$0
Net assets, end of year
$282,003
Fair market value of assets
$377,901
Qualifying distributions
$37,348
Net investment income
$38,242

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 February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSEPH JOAN LIPIC
PO BOX 83, FENTON, MO 63026
TRUSTEE0$0
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
JOSEPH AND JOAN LIPIC
12224 BIRD HAVEN LANE, ST LOUIS, MO 63128
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 83, FENTON, MO 63026-0083
In care of
% JOSEPH LIPIC
Signed the 990-PF
JOAN LIPIC, TRUSTEE
Phone
(314) 843-9255
Return prepared by
ACCOUNTAX INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
43-6732852
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
February
Files
Form 990-PF
Assets (IRS master file)
$282,003
Income (IRS master file)
$75,095

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2025$38,242$40,081$282,003XML
990-PFFebruary 2024$8,942$25,806$283,842XML
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2020–––IRS
990-PFFebruary 2019–––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 43-6732852).

Questions about JOSEPH AND JOAN LIPIC FOUNDATION

What is the EIN of JOSEPH AND JOAN LIPIC FOUNDATION?
The employer identification number (EIN) of JOSEPH AND JOAN LIPIC FOUNDATION is 43-6732852.
Is JOSEPH AND JOAN LIPIC FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to JOSEPH AND JOAN LIPIC FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH AND JOAN LIPIC FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH AND JOAN LIPIC FOUNDATION due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSEPH AND JOAN LIPIC FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2025.
Who are the officers and directors of JOSEPH AND JOAN LIPIC FOUNDATION?
The 990-PF for the year ended February 28, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does JOSEPH AND JOAN LIPIC FOUNDATION have?
On its 990-PF for the year ended February 28, 2025 it reported revenue of $38,242, expenses of $40,081 and total assets of $282,003 at year end.

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