Lieber Charitabletrust
Frank M Lieber Ttee
Receive an email when new data is available for this organization.
Organization summary
Type of Nonprofit
Designated as a 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.
Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $64.4k (2024)
Expenses $68.8k (2024)
Total Assets $879k (2024)
Total Liabilities $0 (2024)
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 Dec.
2024
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$64,415
Expenses
$68,776
Net Income
-$4,361
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $1,645 |
2.6%
|
| Dividends | $25,566 |
39.7%
|
| Sales of Assets | $36,029 |
55.9%
|
| Other Income | $1,175 |
1.8%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $56,463 |
82.1%
|
| 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 | $879,332 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
| Catherine Shimony (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on July 28, 2025Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2023
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$20,169
Expenses
$60,729
Net Income
-$40,560
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $905 |
4.5%
|
| Dividends | $21,570 |
> 100%
|
| Sales of Assets | -$2,334 | |
| Other Income | $28 |
0.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $44,677 |
73.6%
|
| 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 | $883,693 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
| Catherine Shimony (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 23, 2024Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$81,830
Expenses
$60,907
Net Income
$20,923
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $70 |
0.1%
|
| Dividends | $14,615 |
17.9%
|
| Sales of Assets | $67,145 |
82.1%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $45,862 |
75.3%
|
| 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 | $924,253 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
| Catherine Shimony (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 15, 2023Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$141,458
Expenses
$87,151
Net Income
$54,307
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $4 |
0.0%
|
| Dividends | $37,226 |
26.3%
|
| Sales of Assets | $104,228 |
73.7%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $70,869 |
81.3%
|
| 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 | $903,330 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
| Catherine Shimony (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 10, 2022Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$62,983
Expenses
$46,224
Net Income
$16,759
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $14 |
0.0%
|
| Dividends | $23,305 |
37.0%
|
| Sales of Assets | $39,664 |
63.0%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $36,717 |
79.4%
|
| 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 | $849,023 | |
| Total Liabilities | $1 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
| Catherine Shimony (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 4, 2021Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2019
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$54,972
Expenses
$62,269
Net Income
-$7,297
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $83 |
0.2%
|
| Dividends | $17,113 |
31.1%
|
| Sales of Assets | $37,776 |
68.7%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $49,423 |
79.4%
|
| 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 | $832,264 | |
| Total Liabilities | $1 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Barbara Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on June 10, 2020Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2018
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$79,246
Expenses
$60,704
Net Income
$18,542
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $105 |
0.1%
|
| Dividends | $21,292 |
26.9%
|
| Sales of Assets | $57,849 |
73.0%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $48,375 |
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 | $839,561 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Barbara Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on April 30, 2019Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2017
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$70,698
Expenses
$59,299
Net Income
$11,399
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $32 |
0.0%
|
| Dividends | $18,701 |
26.5%
|
| Sales of Assets | $51,912 |
73.4%
|
| Other Income | $53 |
0.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $48,143 |
81.2%
|
| 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 | $821,019 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Barbara Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 7, 2018Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2016
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$26,025
Expenses
$55,982
Net Income
-$29,957
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $3 |
0.0%
|
| Dividends | $15,889 |
61.1%
|
| Sales of Assets | $9,535 |
36.6%
|
| Other Income | $598 |
2.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $44,789 |
80.0%
|
| 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 | $809,620 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| James Lieber (Trustee) | $0 | $0 |
| Barbara Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 11, 2017Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$80,809
Expenses
$104,532
Net Income
-$23,723
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $4 |
0.0%
|
| Dividends | $22,159 |
27.4%
|
| Sales of Assets | $57,904 |
71.7%
|
| Other Income | $742 |
0.9%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $86,789 |
83.0%
|
| 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 | $839,577 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Barbara Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
| Catherine Shimony (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 12, 2016Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$104,778
Expenses
$100,109
Net Income
$4,669
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $305 |
0.3%
|
| Dividends | $19,710 |
18.8%
|
| Sales of Assets | $84,458 |
80.6%
|
| Other Income | $305 |
0.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $86,000 |
85.9%
|
| 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 | $863,300 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Frank Lieber (Trustee) | $0 | $0 |
| Barbara Lieber (Trustee) | $0 | $0 |
| Michael Lieber (Trustee) | $0 | $0 |
Document Links
990-PF
Filed on May 14, 2015Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$43,757
Expenses
$79,955
Net Income
-$36,198
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $279 |
0.6%
|
| Dividends | $15,327 |
35.0%
|
| Sales of Assets | $28,151 |
64.3%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $67,876 |
84.9%
|
| 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 | $858,631 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$11,516
Expenses
$85,451
Net Income
-$73,935
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $1,250 |
10.9%
|
| Dividends | $9,839 |
85.4%
|
| Sales of Assets | $427 |
3.7%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $75,000 |
87.8%
|
| 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 | $894,829 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2011
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$25,142
Expenses
$64,323
Net Income
-$39,181
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $1,836 |
7.3%
|
| Dividends | $9,267 |
36.9%
|
| Sales of Assets | $14,039 |
55.8%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $55,000 |
85.5%
|
| 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 | $968,764 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
About This Data
What Is This Data?
Which Organizations Are Here?
Types of Nonprofits
Get the Data
API
See an issue with the data?
Contact Us