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Joseph And Sherrie Garfield Charitable Foundation Inc

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.08M (2022)

Expenses
$940k (2022)

Total Assets
$10.3M (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,083,300
Expenses
$940,490
Net Income
$142,810
Net Assets
$10,301,317
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $292,217
27.0%
Sales of Assets $791,083
73.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $647,005
68.8%
Compensation of Officers* $185,000
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,301,317
Total Liabilities $0
Net Assets $10,301,317
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President) $150,000 $36,551
Michael D Katz (Vice President, Secretary) $15,000 $0
English Frame (Vice President, Director) $10,000 $0
Stephen Lieber (Vice President, Director) $10,000 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,565,268
Expenses
$926,576
Net Income
$638,692
Net Assets
$10,158,507
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $298,821
19.1%
Sales of Assets $1,259,728
80.5%
Other Income $6,719
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $628,500
67.8%
Compensation of Officers* $185,000
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,158,507
Total Liabilities $0
Net Assets $10,158,507
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President) $150,000 $17,377
Michael D Katz (Vice President, Secretary) $15,000 $0
English Frame (Vice President, Director) $10,000 $0
Stephen Lieber (Vice President, Director) $10,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$546,939
Expenses
$780,026
Net Income
-$233,087
Net Assets
$9,521,612
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $219,233
40.1%
Sales of Assets $327,706
59.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $477,220
61.2%
Compensation of Officers* $185,000
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,521,613
Total Liabilities $1
Net Assets $9,521,612
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President) $150,000 $24,961
Michael D Katz (Vice President, Secretary) $15,000 $0
English Frame (Vice President, Director) $10,000 $0
Stephen Lieber (Vice President, Director) $10,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$478,413
Expenses
$788,042
Net Income
-$309,629
Net Assets
$9,754,827
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $226,221
47.3%
Sales of Assets $252,192
52.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $471,500
59.8%
Compensation of Officers* $176,667
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,754,828
Total Liabilities $1
Net Assets $9,754,827
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President) $131,667 $26,336
Michael D Katz (Vice President, Secretary) $25,000 $0
English Frame (Vice President, Director) $10,000 $0
Stephen Lieber (Vice President, Director) $10,000 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$962,891
Expenses
$775,861
Net Income
$187,030
Net Assets
$10,059,331
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $65,240
6.8%
Interest Revenue $0
Dividends $245,503
25.5%
Sales of Assets $652,148
67.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $472,411
60.9%
Compensation of Officers* $170,000
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,059,331
Total Liabilities $0
Net Assets $10,059,331
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President) $145,000 $16,661
Michael D Katz (Vice President, Secretary) $25,000 $0
Sherrie S Garfield (Director [Dec'd 09/26/18]) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,622,739
Expenses
$776,171
Net Income
$846,568
Net Assets
$9,875,345
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,069,941
65.9%
Interest Revenue $0
Dividends $186,394
11.5%
Sales of Assets $366,404
22.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $481,260
62.0%
Compensation of Officers* $170,000
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,875,345
Total Liabilities $0
Net Assets $9,875,345
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President & Director) $145,000 $29,935
Michael D Katz (Director) $25,000 $0
Sherrie S Garfield Dec'd 092618 (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,322,083
Expenses
$738,667
Net Income
$583,416
Net Assets
$9,032,336
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,069,941
80.9%
Interest Revenue $0
Dividends $155,965
11.8%
Sales of Assets $96,177
7.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $449,000
60.8%
Compensation of Officers* $170,000
23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,032,336
Total Liabilities $0
Net Assets $9,032,336
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President & Director) $145,000 $24,937
Michael D Katz (Director) $25,000 $0
Sherrie S Garfield (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,426,987
Expenses
$698,219
Net Income
$728,768
Net Assets
$8,450,326
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,069,941
75.0%
Interest Revenue $0
Dividends $145,126
10.2%
Sales of Assets $211,920
14.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $434,375
62.2%
Compensation of Officers* $170,000
24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,450,326
Total Liabilities $0
Net Assets $8,450,326
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President & Director) $145,000 $10,990
Michael D Katz (Director) $25,000 $0
Sherrie S Garfield (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,370,936
Expenses
$705,328
Net Income
$665,608
Net Assets
$7,723,535
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,069,941
78.0%
Interest Revenue $0
Dividends $180,186
13.1%
Sales of Assets $120,809
8.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $437,250
62.0%
Compensation of Officers* $170,000
24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,734,823
Total Liabilities $11,288
Net Assets $7,723,535
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President & Director) $145,000 $11,991
Michael D Katz (Director) $25,000 $0
Sherrie S Garfield (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,613,587
Expenses
$718,383
Net Income
$895,204
Net Assets
$7,058,872
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,069,941
66.3%
Interest Revenue $0
Dividends $148,083
9.2%
Sales of Assets $395,563
24.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $468,250
65.2%
Compensation of Officers* $170,000
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,061,000
Total Liabilities $2,128
Net Assets $7,058,872
Compensation
Key Employees and Officers Compensation Other
Walter E Lieber (President & Director) $145,000 $16,840
Michael D Katz (Director) $25,000 $0
Sherrie S Garfield (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,150,223
Expenses
$709,548
Net Income
$440,675
Net Assets
$6,164,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,069,941
93.0%
Interest Revenue $61
0.0%
Dividends $108,593
9.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $459,500
64.8%
Compensation of Officers* $170,000
24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,179,107
Total Liabilities $15,062
Net Assets $6,164,045

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,187,708
Expenses
$727,822
Net Income
$459,886
Net Assets
$5,726,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,069,941
90.1%
Interest Revenue $4,440
0.4%
Dividends $93,367
7.9%
Sales of Assets $17,028
1.4%
Other Income $2,932
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $469,029
64.4%
Compensation of Officers* $170,000
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,726,601
Total Liabilities $178
Net Assets $5,726,423

Document Links

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

Fiscal Year Ending Dec.
2009

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

Fiscal Year Ending Dec.
2008

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

Fiscal Year Ending Dec.
2007

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

Fiscal Year Ending Dec.
2006

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

About 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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

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