Nonprofit · EIN 06-1669075
JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC
Tax-exempt · DELRAY BEACH, FL 33446
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $386,393 | $833,800 | -$447,407 | $9,665,196 | $0 | $9,665,196 |
| December 31, 2023 | 990-PF | $571,096 | $760,916 | -$189,820 | $10,113,439 | $0 | $10,113,439 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $305,529
- Net gain from sales of assets
- $79,996
- Other income
- $868
Expenses
- Grants and similar amounts paid
- $533,413
- Compensation of officers, directors and key employees
- $185,000
- Disbursements for charitable purposes
- $583,413
- Excise tax on investment income
- $4,011
Balance sheet and other
- Total assets, start of year
- $10,113,439
- Total assets, end of year
- $9,665,196
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,665,196
- Fair market value of assets
- $11,317,817
- Qualifying distributions
- $583,413
- Net investment income
- $386,101
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WALTER E LIEBER 8060 VALHALLA DRIVE, DELRAY BEACH, FL 33446 | PRESIDENT | 30 | $150,000 | $19,627 |
| MICHAEL D KATZ 901 PONCE DE LEON BLVD 10TH FLOOR, CORAL GABLES, FL 33134 | VICE-PRESIDENT, SECRETARY | 5 | $15,000 | $0 |
| ENGLISH FRAME 2135 BRYTON, POWELL, OH 43065 | VICE-PRESIDENT, DIRECTOR | 5 | $10,000 | $0 |
| STEPHEN LIEBER 37105 DEER RUN, SOLON, OH 44139 | VICE-PRESIDENT, DIRECTOR | 5 | $10,000 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WALTER E LIEBER 3210 TREASURE TROVE LANE, MIAMI, FL 33133 | PRESIDENT | 30 | $150,000 | $28,564 |
| MICHAEL D KATZ 901 PONCE DE LEON BLVD 10TH FLOOR, CORAL GABLES, FL 33134 | VICE-PRESIDENT, SECRETARY | 5 | $15,000 | $0 |
| ENGLISH FRAME 2135 BRYTON, POWELL, OH 43065 | VICE-PRESIDENT, DIRECTOR | 5 | $10,000 | $0 |
| STEPHEN LIEBER 37105 DEER RUN, SOLON, OH 44139 | VICE-PRESIDENT, DIRECTOR | 5 | $10,000 | $0 |
Address and contacts
- Address (IRS master file)
- 8060 BALHALLA DR, DELRAY BEACH, FL 33446-0000
- In care of
- % MICHAEL D KATZ
- Signed the 990-PF
- WALTER E LIEBER, DIRECTOR
- Phone
- (305) 856-2444
- Return prepared by
- KAUFMAN ROSSIN & COPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1669075
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $9,665,196
- Income (IRS master file)
- $6,524,302
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $386,393 | $833,800 | $9,665,196 | IRS |
| 990-PF | December 2023 | $571,096 | $760,916 | $10,113,439 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1669075).
Questions about JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC
- What is the EIN of JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC is 06-1669075.
- Is JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $150,000 (WALTER E LIEBER, PRESIDENT).
- How much revenue does JOSEPH AND SHERRIE GARFIELD CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $386,393, expenses of $833,800 and total assets of $9,665,196 at year end.
Other nonprofits in DELRAY BEACH
- CARL ANGUS DESANTIS FOUNDATION INC EIN 85-4381562 · last filed 990-PF for 2025
- LATTNER FAMILY FOUNDATION INC EIN 20-3100839 · last filed 990-PF for 2024
- DON AND LINDA BRODIE FAMILY FOUNDATION EIN 83-1395090 · last filed 990-PF for 2025
- STOOPS FAMILY FOUNDATION INC EIN 46-3895268 · last filed 990-PF for 2025
- L F H FOUNDATION FAM TR EIN 22-6727578 · last filed 990-PF for 2024
- LESLIE L ALEXANDER FOUNDATION EIN 75-3126055 · last filed 990-PF for 2024
- VICTOR E CLARKE CHARITABLE FOUNDATION EIN 47-6777228 · last filed 990-PF for 2024
- RAYMOND B PINSON FAMILY FOUNDATION EIN 41-1922232 · last filed 990-PF for 2024
All nonprofits in DELRAY BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations