Bertha And Isaac Liberman Foundation Inc

Morrison Cohen Llp

New York, NY
Tax-exempt since Aug. 1947
EIN: 13-6119056

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$81.4k (2025)

Expenses

$495k (2025)

Total Assets

$6.12M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$81,421

Expenses

$495,071

Net Income

-$413,650

Net Assets

$6,115,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$132,352	> 100%
Sales of Assets	-$50,944
Other Income	$13	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$394,442	79.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,115,763
Total Liabilities	$0
Net Assets	$6,115,763

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Oct. 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$176,905

Expenses

$507,235

Net Income

-$330,330

Net Assets

$6,529,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$138,495	78.3%
Sales of Assets	$3,410	1.9%
Other Income	$35,000	19.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$414,459	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,529,413
Total Liabilities	$0
Net Assets	$6,529,413

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Oct. 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$83,584

Expenses

$537,602

Net Income

-$454,018

Net Assets

$6,859,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$135,837	> 100%
Sales of Assets	-$52,253
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$441,676	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,859,743
Total Liabilities	$0
Net Assets	$6,859,743

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Oct. 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$263,395

Expenses

$462,127

Net Income

-$198,732

Net Assets

$7,313,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,144	43.3%
Sales of Assets	$149,251	56.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$364,661	78.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,313,761
Total Liabilities	$0
Net Assets	$7,313,761

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Nov. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$431,712

Expenses

$487,091

Net Income

-$55,379

Net Assets

$7,512,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$69,395	16.1%
Sales of Assets	$362,316	83.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,850	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,512,416
Total Liabilities	$999,923
Net Assets	$7,512,493

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$143,335

Expenses

$424,334

Net Income

-$280,999

Net Assets

$7,567,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,748	53.5%
Sales of Assets	$66,587	46.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$363,479	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,567,872
Total Liabilities	$1
Net Assets	$7,567,871

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres. & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$3,248,809

Expenses

$549,790

Net Income

$2,699,019

Net Assets

$7,848,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,215	1.4%
Sales of Assets	$3,204,594	98.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$452,098	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,848,248
Total Liabilities	$0
Net Assets	$7,848,248

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres. & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$1,432,372

Expenses

$477,935

Net Income

$954,437

Net Assets

$5,158,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,642	1.9%
Sales of Assets	$1,404,730	98.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$446,737	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,158,608
Total Liabilities	$0
Net Assets	$5,158,608

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres. & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Nov. 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$207,020

Expenses

$453,309

Net Income

-$246,289

Net Assets

$4,189,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,625	20.6%
Dividends	$0
Sales of Assets	$164,395	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$433,213	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,189,798
Total Liabilities	$0
Net Assets	$4,189,798

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres. & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Dec. 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$109,754

Expenses

$499,472

Net Income

-$389,718

Net Assets

$4,406,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,457	48.7%
Sales of Assets	$56,297	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$483,087	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,406,441
Total Liabilities	$0
Net Assets	$4,406,441

Compensation

Key Employees and Officers	Compensation	Other
John Moscow (President & Director)	$0	$0
Michele Gerber Klein (Vice Pres. & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Nov. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$68,897

Expenses

$507,901

Net Income

-$439,004

Net Assets

$4,796,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,258	83.1%
Sales of Assets	$8,557	12.4%
Other Income	$3,082	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$485,256	95.5%
Compensation of Officers*	$18,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,796,159
Total Liabilities	$0
Net Assets	$4,796,159

Compensation

Key Employees and Officers	Compensation	Other
Jerome Tarnoff Deceased 2272015 (Former President)	$10,000	$0
Michele Gerber Klein (Vice Pres. & Director)	$8,000	$0
John Moscow (President & Director)	$0	$0
David B Forer (Treasurer & Director)	$0	$0
G William Haas (Secretary & Director)	$0	$0
Karin Lundell (Director)	$0	$0

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990-PF

Filed on Nov. 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2014

Revenue

$232,726

Expenses

$461,818

Net Income

-$229,092

Net Assets

$5,235,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,444	28.6%
Sales of Assets	$165,594	71.2%
Other Income	$688	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$421,159	91.2%
Compensation of Officers*	$18,000	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,235,163
Total Liabilities	$0
Net Assets	$5,235,163

Compensation

Key Employees and Officers	Compensation	Other
Jerome Tarnoff (President & Director)	$10,000	$0
Michele Gerber Klein (Vice Pres. & Director)	$8,000	$0
David B Forer (Treasurer & Director)	$0	$0
John Moscow (Director)	$0	$0

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990-PF

Filed on Nov. 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$223,786

Expenses

$460,246

Net Income

-$236,460

Net Assets

$5,464,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,222	38.5%
Sales of Assets	$136,863	61.2%
Other Income	$701	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$433,026	94.1%
Compensation of Officers*	$18,000	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,464,255
Total Liabilities	$1
Net Assets	$5,464,254

990-PF

Filed on Sept. 30, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$127,216

Expenses

$483,016

Net Income

-$355,800

Net Assets

$5,700,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,114	78.7%
Sales of Assets	$13,188	10.4%
Other Income	$13,914	10.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$460,565	95.4%
Compensation of Officers*	$18,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,700,715
Total Liabilities	$0
Net Assets	$5,700,715

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$181,178

Expenses

$475,766

Net Income

-$294,588

Net Assets

$6,056,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,367	57.6%
Sales of Assets	$76,811	42.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450,801	94.8%
Compensation of Officers*	$67,500	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,056,515
Total Liabilities	$0
Net Assets	$6,056,515

PDF

Fiscal Year Ending June
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Bertha And Isaac Liberman Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $81.4k (2025)

Expenses $495k (2025)

Total Assets $6.12M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$81.4k (2025)

Expenses

$495k (2025)

Total Assets

$6.12M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001