Lieberman Jay M & Joan K Charitable Fund

C O Jay M Lieberman

Longboat Key, FL
Tax-exempt since May 1991
EIN: 39-1686098

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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

$38.2k (2024)

Expenses

$43.9k (2024)

Total Assets

$178k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 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

Revenue

$38,201

Expenses

$43,872

Net Income

-$5,671

Net Assets

$177,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$4,133	10.8%
Sales of Assets	$34,063	89.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,997	88.9%
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	$177,563
Total Liabilities	$0
Net Assets	$177,563

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on April 12, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$22,560

Expenses

$80,167

Net Income

-$57,607

Net Assets

$183,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$5,236	23.2%
Sales of Assets	$16,816	74.5%
Other Income	$500	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,662	93.1%
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	$183,351
Total Liabilities	$117
Net Assets	$183,234

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$50,869

Expenses

$59,861

Net Income

-$8,992

Net Assets

$240,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000	3.9%
Interest Revenue	$3	0.0%
Dividends	$7,943	15.6%
Sales of Assets	$38,838	76.3%
Other Income	$2,085	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,755	89.8%
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	$240,841
Total Liabilities	$0
Net Assets	$240,841

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on May 3, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$28,665

Expenses

$78,828

Net Income

-$50,163

Net Assets

$249,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$7,516	26.2%
Sales of Assets	$20,572	71.8%
Other Income	$575	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,836	91.1%
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	$249,833
Total Liabilities	$0
Net Assets	$249,833

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on May 4, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$28,449

Expenses

$113,425

Net Income

-$84,976

Net Assets

$299,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$8,639	30.4%
Sales of Assets	$19,541	68.7%
Other Income	$265	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,153	93.6%
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	$299,996
Total Liabilities	$1
Net Assets	$299,995

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on May 3, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$50,552

Expenses

$86,013

Net Income

-$35,461

Net Assets

$384,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$10,733	21.2%
Sales of Assets	$39,063	77.3%
Other Income	$750	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,940	89.5%
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	$384,972
Total Liabilities	$1
Net Assets	$384,971

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on May 1, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$118,198

Expenses

$96,053

Net Income

$22,145

Net Assets

$420,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$12,551	10.6%
Sales of Assets	$105,066	88.9%
Other Income	$575	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,138	86.6%
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	$420,700
Total Liabilities	$267
Net Assets	$420,433

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on May 10, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$27,396

Expenses

$90,601

Net Income

-$63,205

Net Assets

$398,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$15,865	57.9%
Sales of Assets	$11,002	40.2%
Other Income	$525	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,670	90.1%
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	$398,288
Total Liabilities	$0
Net Assets	$398,288

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on May 10, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$51

Expenses

$102,252

Net Income

-$102,303

Net Assets

$461,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2
Dividends	$19,398
Sales of Assets	-$20,251
Other Income	$800

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,213	91.2%
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	$461,568
Total Liabilities	$75
Net Assets	$461,493

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on April 7, 2017

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

View Filing

Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$57,776

Expenses

$73,019

Net Income

-$15,243

Net Assets

$563,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$22,268	38.5%
Sales of Assets	$37,080	64.2%
Other Income	-$1,579

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,361	85.4%
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	$563,796
Total Liabilities	$0
Net Assets	$563,796

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$102,860

Expenses

$81,079

Net Income

$21,781

Net Assets

$579,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$21,928	21.3%
Sales of Assets	$80,009	77.8%
Other Income	$912	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,133	85.3%
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	$579,536
Total Liabilities	$497
Net Assets	$579,039

Compensation

Key Employees and Officers	Compensation	Other
Joan K Lieberman (Trustee)	$0	$0

990-PF

Filed on May 11, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$93,980

Expenses

$79,929

Net Income

$14,051

Net Assets

$557,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$19,972	21.3%
Sales of Assets	$82,601	87.9%
Other Income	-$8,603

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,248	86.6%
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	$557,258
Total Liabilities	$0
Net Assets	$557,258

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$119,958

Expenses

$65,386

Net Income

$54,572

Net Assets

$543,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$24,707	20.6%
Sales of Assets	$97,473	81.3%
Other Income	-$2,231

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,858	82.4%
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	$544,507
Total Liabilities	$1,300
Net Assets	$543,207

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$52,100

Expenses

$57,835

Net Income

-$5,735

Net Assets

$488,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$23,635	45.4%
Sales of Assets	$31,318	60.1%
Other Income	-$2,860

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,989	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	$489,019
Total Liabilities	$384
Net Assets	$488,635

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Lieberman Jay M & Joan K Charitable Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $38.2k (2024)

Expenses $43.9k (2024)

Total Assets $178k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$38.2k (2024)

Expenses

$43.9k (2024)

Total Assets

$178k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2016

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2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

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2011

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