CARMEL, IN
Liberty Fund Inc.
Quick Facts
- EIN
- 351320021
- Location
- CARMEL, IN
- Category
- General
- Total Assets
- $396.6M
- Annual Income
- $69.6M
- IRS Ruling Year
- 1962
- Organization Type
- Corporation
- Principal Officer
- % Sandra J Schaller
- Tax Deductibility
- Contributions are deductible
About This Foundation
Liberty Fund Inc. is a private corporation based in CARMEL, IN. The foundation received its IRS ruling in 1962. The principal officer is % Sandra J Schaller. It holds total assets of $396.6M. Annual income is reported at $69.6M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$19.7M
2024+0%
Total Assets
$358.6M
2024+0%
Fair Market Value
N/A
2024
Net Worth
$338.7M
2024
Grants Paid
N/A
2024
Contributions
$2K
2024
Net Investment Income
$21.7M
2024
Distribution Amount
$0
2024
Total Giving by Year
$22.1M
11$22.2M
12$22.2M
13$21.8M
14$23.3M
15$23.3M
16$17M
19$15M
20$18M
21$18.6M
22$19.7M
23$19.7M
24Asset Growth
$272.1M
11$270.5M
12$289.8M
13$296.2M
14$296.6M
15$296.6M
16$329.5M
19$341M
20$362.9M
21$356.6M
22$358.6M
23$358.6M
24Financial Details (2024)
- Total Revenue
- $22.4M
- Total Expenses
- $19.7M
- Required Distribution
- $0
- Total Liabilities
- $19.9M
Grantmaking Insights
Total Grants
1
Total Giving
$7K
Average Grant
$7K
Median Grant
$7K
Grant Range
Min$7K
Max$7K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
TX: $7K (1)
TX$7K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Association Of Private Enterprise EducationUNDERGRADUATE RESEARCH COMPETITION | Lubbock, TX | $7K | 2021 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2024-04 | 990PF | View Filing |
| 2023-04 | 990PF | View Filing |
| 2022-04 | 990PF | View Filing |
| 2021-04 | 990PF | View Filing |
| 2019-04 | 990PF | View Filing |
| 2018-04 | 990PF | View Filing |
| 2017-04 | 990PF | View Filing |
| 2016-04 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica