Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
LOUIS & LINI LIPTON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)937 BELMONT AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE, VA22902
A Employer identification number

45-1735243
B Telephone number (see instructions)

(914) 949-2990
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,661,018J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 63 63  
4 Dividends and interest from securities... 56,980 56,980  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 92,761
b Gross sales price for all assets on line 6a 350,480
7 Capital gain net income (from Part IV, line 2)... 92,761
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 149,804 149,804  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,789 13,789   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,369 369   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
536 236   300
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,694 14,394   300
25 Contributions, gifts, grants paid....... 400,000 400,000
26 Total expenses and disbursements. Add lines 24 and 25 419,694 14,394   400,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -269,890
b Net investment income (if negative, enter -0-) 135,410
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 350,612 39,476 39,476
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,112,415 Click to see attachment
List of Attached Documents:
// Content
2,153,932 		2,620,158
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,655 		Click to see attachment
List of Attached Documents:
// Content
1,384 		Click to see attachment
List of Attached Documents:
// Content
1,384
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,464,682 2,194,792 2,661,018
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,464,682 2,194,792
29 Total net assets or fund balances (see instructions)..... 2,464,682 2,194,792
30 Total liabilities and net assets/fund balances (see instructions). 2,464,682 2,194,792
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,464,682
2
Enter amount from Part I, line 27a .....................
2
-269,890
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,194,792
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,194,792
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 321,542   257,719 63,823
b 28,938     28,938
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       63,823
b       28,938
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 92,761
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,882
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,882
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,882
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,484
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,484
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,602
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,602 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (914) 949-2990

Located atright arrow937 BELMONT AVECHARLOTTESVILLEVA ZIP+4right arrow22902
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JACOB LIPTON PRESIDENT, TREASURER
0.10 		0 0 0
C/O CITRIN 1133 WESTCHESTER AVE
WHITE PLAINS,NY10604
JONAH LIPTON VICE PRESIDENT
0.10 		0 0 0
C/O CITRIN 1133 WESTCHESTER AVE
WHITE PLAINS,NY10604
DIANA LIPTON DIRECTOR
0.10 		0 0 0
C/O CITRIN 1133 WESTCHESTER AVE
WHITE PLAINS,NY10604
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,570,698
b
Average of monthly cash balances.......................
1b
132,927
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,703,625
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,703,625
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
40,554
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,663,071
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
133,154
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
133,154
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,882
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,882
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
131,272
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
131,272
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
131,272
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
400,300
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
400,300
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 131,272
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 385,010
e From 2023...... 167,761
f Total of lines 3a through e ........ 552,771
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 400,300
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 131,272
e Remaining amount distributed out of corpus 269,028
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 821,799
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		821,799
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 385,010
d Excess from 2023.... 167,761
e Excess from 2024.... 269,028
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

FIDELITY CHARITABLE

PO BOX 770001
CINCINNATI,OH452770053 		  PC LIPTON FAMILY CHARITABLE FUND 400,000
Total .................................right arrow 3a 400,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 63  
4 Dividends and interest from securities ....     14 56,980  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 92,761  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 149,804 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
149,804
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
LOUIS & LINI LIPTON FOUNDATION
EIN:
45-1735243
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 2,363 3,227
AB SUSTAINABLE GLOBAL THEMATIC FUND 122,236 132,938
ABBOTT LABS 3,109 3,393
ABBVIE INC COM 6,372 7,286
ACCENTURE PLC IRELAND CL A 5,976 6,684
ADOBE INC 4,076 4,891
ADVANCED MICRO DEVICES 3,391 4,952
AFLAC INC 1,379 1,965
AGILENT TECHNOLOGIES 972 940
AIRBNB INC 1,801 1,708
ALBEMARLE CORP 1,351 603
ALIGN TECHNOLOGY INC 395 417
ALLSTATE CORP 778 1,157
ALLIANT ENERGY CORP 765 769
ALPHABET INC CL A 15,696 27,259
ALPHABET INC CL C 13,368 23,995
ALTRIA GROUP INC 1,240 1,464
AMAZON.COM INC 22,344 46,949
AMERICAN CENTURY SUSTAINABLE EQUITY FUND 108,113 124,361
AMERICAN ELECTRIC POWER CO 3,067 3,044
AMERICAN EXPRESS CO 2,428 4,749
AMERICAN INTL GROUP INC 1,585 1,893
AMERICAN TOWER CORP REIT 1,854 1,651
AMERIPRISE FINANCIAL 1,289 2,130
AMETEK INC 707 901
AMGEN INC 3,637 3,388
AMPHENOL CORP NEW CL A 462 764
ANALOG DEVICES INC 862 1,062
ANSYS INC 756 1,012
AON PLC CLA 1,819 2,155
APA CORP 820 670
APOLLO GLOBAL MGMT INC 1,542 1,486
APPLE INC 55,179 88,649
APPLIED MATERIALS INC 3,138 4,391
A{TIV PLC 847 907
ARISTA NETWORKS INC 1,169 3,537
AT&T INC 3,291 4,167
AUTODESK INC 1,267 1,773
AUTOMATIC DATA PROCESSING INC 1,522 1,756
AUTOZONE INC 2,384 3,202
AVALONBAY COMMUNITIES INC 845 1,100
AVERY DENNISON CORP 1,082 1,123
AXON ENTERPRISE INC 611 1,189
BAKER HUGHES CO CL A 1,563 2,051
BANK OF AMER CORP 5,521 7,164
BANK OF NEW YORK MELLON CORP 968 1,690
BAXTER INTL INC 853 496
BECTON DICKINSON & CO 1,650 1,588
BERKSHIRE HATHAWAY INC NEW CL B 12,858 18,131
BIOGEN INC 1,153 611
BLACKROCK INC 2,077 3,075
BLACKSTONE INC CL A 1,158 1,724
BOEING COMPANY 3,370 3,363
BOOKING HLDGS INC 1,935 4,968
BORGWARNER INC 1,269 1,240
BOSTON SCIENTIFIC CORP 1,771 3,483
BRISTOL MYERS SQUIBB CO 3,865 2,998
BROADCOM INC 7,401 27,125
BROWN FORMAN CRP 579 532
BXP INC 795 892
CADENCE DESIGN SYSTEM 1,639 2,704
CALVERT FD INCOME FD CL I 191,107 196,364
CALVERT GREEN BOND FUND CLASS I 140,919 143,300
CALVERT US LARGE CAP VALUE RESP INDEX FUND 77,522 85,807
CAPITAL ONE FINCL CORP 986 1,783
CARDINAL HEALTH INC 715 1,064
CARMAX INC 648 654
CARNIVAL CORP 496 698
CARRIER GLOBAL CORP 1,359 1,569
CATERPILLAR INC 3,139 4,716
CBRE GROUP INC CL A 906 1,575
CENTENE CORP 1,273 969
CHARTER COMMUNICATIONS INC 1,173 1,028
CHEVRON 7,841 6,518
CHIPOTLE MEXICAN GRILL 932 1,869
CHUBB LTD CHF 2,122 2,763
CHURCH & DWIGHT CO INC 857 838
CIGNA CORP 2,493 2,209
CISCO SYSTEMS INC 7,733 9,294
CITIGROUP INC 2,122 3,238
CME GROUP INC 1,453 1,858
COCA COLA CO 4,592 4,732
COGNIZANT TECH SOLUTIONS CRP 980 1,230
COLGATE PALMOLIVE CO 1,130 1,364
COMCAST CORP 3,844 3,866
CONOCOPHILLIPS 7,830 6,744
CONS EDISON CO 2,844 2,766
CONSTELLATION BRANDS INC CL A 737 663
CORTEVA INC 1,330 1,196
COSTCO WHOLESALE CORP 5,436 9,163
CROWDSTRIKE HOLDINGS INC CL A 1,404 1,369
CROWN CASTLE INC 1,117 817
CSX CORP 1,447 1,484
CUMMINS INC 1,697 2,440
CVS HEALTH CORP 2,939 1,436
D R HORTON INC 1,292 1,957
DANAHER CORP 2,329 2,296
DEERE AND CO 2,852 2,966
DELL TECHNOLOGIES INC 1,523 1,498
DEXCOM INC 1,117 778
DIGITAL REALTY TRUST 1,277 1,596
DISCOVER FINANCIAL SERVICES 725 1,213
DOLLAR GEN CORP NEW 1,224 455
DOLLAR TREE INC 834 450
DOVER CORP 562 750
DUPONT DE NEMOURS INC 3,118 3,203
EATON CORP PLC 2,468 3,982
EBAY INC 484 681
ECOLAB INC 4,061 4,921
EDISON INTL 1,435 1,756
EDWARDS LIFESCIENCES CORP 1,105 1,110
ELECTRONIC ARTS 882 1,024
ELEVANCE HEALTH INC 3,413 2,582
EMERSON ELECTRIC CO 3,347 3,966
ENGAGEMENT HIGH YIELD CREDIT IS 40,900 44,126
ENPHASE ENERGY INC 1,576 481
EOG RESOURCES INC 3,238 3,065
EPAM SYSTEMS INC 255 233
EQT CORP 1,137 1,522
EQUITY RESIDENTIAL SBI 1,106 1,292
ESSEX PROPERTY TRUST 945 1,142
EVERSOURCE ENERGY 4,865 4,078
EXELON CORP 3,585 3,425
EXPEDIA GROUP INC 388 745
EXTRA SPACE STORAGE INC REITS 1,146 1,197
FASTENAL CO 1,834 2,085
FEDERAL RLTY INVT TR 839 1,008
FEDERATED HERMES SDG ENGAGEMENT EQ FUND 54,353 57,389
FEDEX CORP 893 1,125
FIDELITY NATL INFORMATION SVCS 941 1,212
FIFTH THIRD BANCORP 886 1,142
FIRST SOLAR INC 625 529
FIRSTENERGY CORP 3,181 3,342
FISERV 1,638 3,287
FMC CORP NEW 2,949 1,750
FORD MOTOR CO 3,172 2,584
FORTINET INC 442 756
FORTIVE CORP 1,615 1,725
FOX CORP CL A 456 680
FREEPORT-MCMORAN INC 675 685
F5 INC 873 1,006
GALLAGHER ARTHUR J & CO 810 1,135
GE AEROSPACE 2,881 6,004
GE HEALTHCARE TECHNOLOGIES INC 579 782
GE VERNOVA LLC 732 2,960
GENERAC HOLDINGS INC 448 620
GENERAL MOTORS CO 2,355 3,249
GILEAD SCIENCES INC 2,323 2,586
GLOBAL PAYMENTS INC 704 784
GOLDMAN SACHS GROUP INC 2,520 4,008
GRAINGER W W INC 2,474 4,216
HCA HEALTHCARE INC 1,180 1,501
HESS CORP 4,204 3,990
HEWLETT PACKARD ENTERPRISE CO 1,557 2,071
HILTON WORLDWIDE HOLDINGS 274 494
HOME DEPOT 8,194 10,114
HONEYWELL INTL INC 6,167 6,777
HOWMET AEROSPACE INC 603 1,641
HP INC 1,225 1,403
HUMANA INC 1,544 761
HUNTINGTON BANCSHARES 617 944
IDEXX LABS 873 827
INGERSOLL RAND INC 787 1,267
INSULET CORP 397 522
INTEL CORP 2,710 1,704
INTERCONTINENTALEXCHANGE GROUP 1,905 2,682
INTL BUSINESS MACH 5,591 7,254
INTL FLAVORS&FRGRNCS 943 846
INTUIT 2,754 3,771
INTUITIVE SURGICAL INC 2,165 4,176
IQVIA HLDGS INC 1,277 1,179
ISHARES ESG AWARE USD CORP ETF 75,486 76,794
ISHARES TRUST ISHARES ESG AWARE ETF 49,491 51,471
JOHNSON & JOHNSON COM 10,683 8,966
JOHNSON CTLS INTL PLC 2,560 3,236
JPMORGAN CHASE & CO 9,672 16,780
KENVUE INC 1,814 1,857
KEYSIGHT TECHNOLOGIES INC 1,290 1,285
KKR & CO INC 1,309 1,627
KLA CORP 865 1,260
KROGER COMPANY 993 1,284
LABORATORY CORP AMER HLDGS 604 688
LAM RESEARCH CORP 1,332 1,806
LAUDER ESTEE COS 1,296 450
LEIDOS HOLDINGS INC 692 720
LILLY ELI & CO 7,257 13,896
LINDE PLC EUR 1,753 2,093
LOCKHEED MARTIN CORP 4,620 4,859
LOWES COMPANIES INC 2,733 3,208
LULULEMON ATHLETICA INC 501 382
MARATHON PETROLEUM CO 725 837
MARRIOTT INTL INC 359 558
MARSH & MCLENNAN COS INC 1,906 2,337
MASCO CORP 479 653
MASTERCARD INC CL A 7,557 11,058
MC CORMICK & CO 1,708 1,601
MCDONALDS CORP 4,622 4,928
MCKESSON CORP 1,182 1,710
MEDTRONIC PLC 2,642 2,636
MERCK & CO INC 6,501 6,168
META PLATFORMS INC 8,116 29,861
METLIFE INC 1,366 1,556
MGM RESORTS INTL 652 554
MICRON TECHNOLOGY INC 1,051 1,010
MICROSOFT CORP 49,004 76,713
MIROVA GLOBAL SUSTAINABLE EQUITY FUND 103,068 131,697
MODERNA INC 1,534 374
MONDELEZ INTL INC 1,959 1,732
MONOLITHIC POWER SYSTEMS INC 1,197 1,183
MONSTER BEVERAGE CORP 899 894
MOODYS 1,199 1,893
MORGAN STANLEY 2,809 4,023
MOTOROLA SOLUTIONS INC 2,851 4,622
MSCI INC 1,010 1,200
NETAPP INC 1,076 1,857
NETFLIX INC 3,203 8,913
NEWMONT CORP 1,561 1,414
NEXTERA ENERGY INC 4,491 4,230
NIKE INC 1,449 1,059
NISOURCE INC 1,342 1,470
NORFOLK STHN CORP 1,453 1,408
NRG ENERGY INC 581 1,353
NVIDIA CORP 14,840 77,888
NXP SEMICONDUCTORS N V 2,108 2,079
O REILLY AUTOMOTIVE INC 829 1,186
ON SEMICONDUCTOR CORP 598 504
ORACLE CORP 3,698 7,166
OTIS WORLDWIDE CORP 1,732 1,852
PACCAR INC 634 936
PALANTIR TECHNOLOGIES INC 1,844 3,555
PALO ALTO NETWORKS INC 1,435 2,184
PAYPAL HOLDINGS INC 2,089 2,304
PENTAIR PLC 1,211 1,912
PEPSICO INC 4,446 3,802
PFIZER INC 5,413 3,316
PG & E CORP 2,162 2,523
PHILLIP MORRIS INTL INC 3,254 4,092
PHILLIPS 66 3,842 3,078
PIONEER GLOBAL SUSTAINABLE EQUITY FUND 83,384 91,898
PNC FINANCIAL SERVICES GROUP 1,473 1,929
PPG INDUSTRIES INC 2,819 2,508
PRICE T ROWE GROUP INC 819 792
PROCTER & GAMBLE CO 7,250 8,383
PROGRESSIVE CORP OHIO 1,570 2,875
PROLOGIS INC COM 2,075 1,903
PRUDENTIAL FINANCIAL INC 1,340 1,541
PUBLIC SERVICE ENTERPRISE GROUP 2,256 3,295
PUBLIC STORAGE REIT 1,142 1,198
PULTE GROUP INC 430 980
QUALCOMM INC 2,781 3,533
REALTY INCOME CORP 1,100 961
REGENCY CENTERS CORP 1,079 1,257
REGENERON PHARMACEUTICALS INC 2,308 2,137
RESMED INC 884 915
ROCKWELL AUTOMATION INC 1,894 2,001
ROPER TECHNOLGIES INC 1,309 1,560
ROSS STORES INC 922 1,361
ROYAL CARIBBEAN CRUISES LTD 594 1,153
RTX CORP 5,458 6,943
S&P GLOBAL INC 3,175 4,482
SALESFORCE, INC 3,750 7,690
SBA COMMUNICATIONS CORP NEW REIT 879 611
SCHWAB CHARLES CORP 2,376 2,442
SEMPRA 1,762 2,018
SERVICENOW INC 2,527 5,301
SHERWIN WILLIAMS 3,044 3,739
SIMON PPTY GROUP INC 1,037 1,550
SKYWORKS SOLUTIONS INC 750 621
SOLVENTUM CORP COM 415 396
SOUTHWEST AIRLINES CO 608 572
STARBUCKS CORP 2,418 2,281
STATE STREET CORP 819 1,080
STRYKER CORP 1,677 2,520
SUPER MICRO COMPUTER INC 1,139 305
SYNOPSYS INC 1,275 1,456
SYSCO CORP 1,665 1,606
TARGA RESOURCES CORP 521 536
TARGET CORP 1,905 1,757
TELEFLEX INC 413 356
TERADYNE INC 497 630
TESLA INC 13,222 27,461
TEXAS INSTRUMENTS 3,447 3,750
TEXAS PAC LAND CORP 1,114 1,106
THERMO FISHER SCIENTIFIC INC 4,264 4,162
TJX COS INC 2,257 3,383
T-MOBILE US INC 1,805 2,649
TRACTOR SUPPY COMPANY 2,110 2,122
TRANE TECHNOLOGIES PLC 2,015 4,063
TRAVELERS COS INC 1,096 1,445
TRUIST FINL CORP 1,425 1,518
TYLER TECHNOLOGIES 968 1,153
UBER TECHNOLOGIES 2,829 2,654
UBS ENGAGE FOR IMPACT FUND 79,337 92,140
UBS INTERNATIONAL SUSTAINABLE EQUITY FUND 71,351 76,992
UBS SUSTAINABLE DEVELOPMENT BANK BOND 133,140 134,370
UNION PACIFIC CORP 2,945 3,193
UNITED AIRLINES HLDGS INC 851 874
UNITED PARCEL SERVICE INC 3,023 2,270
UNITEDHEALTH GROUP INC 10,963 10,523
UNTD RENTALS INC 672 704
US BANCORP DEL 1,504 1,770
VALERO ENERGY 1,884 1,471
VENTAS INC 523 707
VERALTO CORP 1,061 1,222
VERISK ANALYTICS INC 598 826
VERIZON COMMUNICATIONS INC 3,118 3,399
VERTEX PHARAMCEUTICAL INC 1,901 2,416
VISA INC 7,987 11,693
WALGREENS BOOTS ALLIANCE INC 911 233
WELLS FARGO & CO 3,630 5,830
WALMART INC 5,735 10,210
WALT DISNEY CO 3,762 4,678
WARNER BROS DISCOVERY INC 836 814
WASTE MGMT INC 1,797 2,220
WELLTOWER INC REIT 1,250 2,269
WILLIS TOWERS WATSON PUB LTD CO 928 1,253
WORKDAY INC CL A 1,608 1,548
XYLEM INC 764 696
WYNN RESORTS LTD 644 689
YUM! BRANDS INC 1,251 1,342
ZEBRA TECHNOLOGIES CORP 913 1,159
ZOETIS INC 1,526 1,629

TY 2024 OtherAssetsSchedule
Name:
LOUIS & LINI LIPTON FOUNDATION
EIN:
45-1735243
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE 1,655 1,384 1,384


TY 2024 OtherExpensesSchedule
Name:
LOUIS & LINI LIPTON FOUNDATION
EIN:
45-1735243
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 50 0   50
NYS FILING FEE 250 0   250
MISCELLANEOUS 236 236   0


TY 2024 OtherProfessionalFeesSchedule
Name:
LOUIS & LINI LIPTON FOUNDATION
EIN:
45-1735243
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 13,789 13,789   0


TY 2024 TaxesSchedule
Name:
LOUIS & LINI LIPTON FOUNDATION
EIN:
45-1735243
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 369 369   0
FEDERAL TAXES 5,000 0   0