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Lieberman Jay M & Joan K Charitable Fund is a private trust based in LONGBOAT KEY, FL. The foundation received its IRS ruling in 1991. It holds total assets of $178K. Annual income is reported at $110K. Total assets have decreased from $489K in 2011 to $183K in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Florida and Wisconsin. According to available records, Lieberman Jay M & Joan K Charitable Fund has made 35 grants totaling $235K, with a median grant of $675. Annual giving has decreased from $106K in 2020 to $75K in 2023. Individual grants have ranged from N/A to $40K, with an average award of $7K. The foundation has supported 18 unique organizations. The foundation primarily supports organizations in Florida, Wisconsin, Massachusetts, which account for 94% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$5K
Average Grant
$9K
Largest Grant
$40K
Based on 12 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lieberman Jay M & Joan K Charitable Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 35 grants. Its grantmaking reaches organizations primarily in FL, WI, MA.
Lieberman Jay M & Joan K Charitable Fund has distributed a total of $235K across 35 grants. The median grant size is $675, with an average of $7K. Individual grants have ranged from N/A to $40K.
Lieberman Jay M & Joan K Charitable Fund typically selects its grantees rather than accepting unsolicited proposals.
Lieberman Jay M & Joan K Charitable Fund is headquartered in LONGBOAT KEY, FL. While based in FL, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Joan K Lieberman | TRUSTEE | $0 | $0 | N/A |
Total Giving
$80K
Total Assets
$183K
Fair Market Value
$239K
Net Worth
$183K
Grants Paid
$75K
Contributions
N/A
Net Investment Income
$18K
Distribution Amount
$12K
Total Grants
35
Total Giving
$235K
Average Grant
$7K
Median Grant
$675
Unique Recipients
18
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Van Wezel FoundationUNRESTRICTED | Sarasota, FL | $25K | 2023 |
| Milwaukee Jewish Federation$1,846 ISRAEL EMERGENCY RELIEF FUND; $12,500 UNRESTRICTED | Milwaukee, WI | $14K | 2023 |
| The Jewish Federation Of Sarasota-ManateeUNRESTRICTED | Sarasota, FL | $13K | 2023 |
| Combined Jewish PhilanthropiesLIEBERMAN CHARITABLE FUND | Boston, MA | $10K | 2023 |
| Sarasota OrchestraANNUAL FUNDING | Sarasota, FL | $10K | 2023 |
| Congregation SinaiTHE LIEBERMAN MEMORIAL ARTS ENDOWMENT FUND | Milwaukee, WI | $3K | 2023 |
| Milwaukee Youth Symphony OrchestraUNRESTRICTED | Milwaukee, WI | $103 | 2023 |
| Ahavath Achim SynogogueUNRESTRICTED | Atlanta, GA | N/A | 2023 |
| Women Of SinaiUNRESTRICTED | Sarasota, FL | N/A | 2023 |
| Friends Of Greenwood CemeteryUNRESTRICTED | Bayside, WI | N/A | 2023 |
| Southeastern Guide DogsUNRESTRICTED | Palmetto, FL | N/A | 2023 |
| Jewish Community PantryUNRESTRICTED | Milwaukee, WI | N/A | 2023 |
| The Friends Of Sarasota Institute Of Lifetime LearningUNRESTRICTED | Sarasota, FL | $320 | 2022 |
| Tikkun Ha-Ir Of MilwaukeeUNRESTRICTED | Milwaukee, WI | $100 | 2022 |
| Ringling College Library AssociationUNRESTRICTED | Sarasota, FL | $100 | 2022 |
| Marie Selby Botanical GardensUNRESTRICTED | Sarasota, FL | N/A | 2020 |
| Guide Dogs For The BlindUNRESTRICTED | San Rafael, CA | N/A | 2020 |
| Milwaukee Public TelevisionUNRESTRICTED | Milwaukee, WI | N/A | 2020 |