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Nonprofit · EIN 11-3346508

WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION

Tax-exempt · PLATTSBURGH, NY 12901

Financials

$6K$21K2022$6K$20K2023$11K$16K2024$13K$17K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$13,098$16,546-$3,448$274,503$0$274,503
December 31, 2024990-PF$10,914$16,072-$5,158$190,271$0$190,271
December 31, 2023990-PF$5,822$19,885-$14,063$197,867$0$197,867
December 31, 2022990-PF$6,002$21,026-$15,024$211,930$0$211,930
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,098

Expenses

Grants and similar amounts paid
$12,490
Disbursements for charitable purposes
$12,490
Excise tax on investment income
$126

Balance sheet and other

Total assets, start of year
$190,271
Total assets, end of year
$274,503
Total liabilities, end of year
$0
Net assets, end of year
$274,503
Qualifying distributions
$12,490
Net investment income
$13,098

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARILYN LORBERBAUM
113 WOODCLIFF DR, PLATTSBURGH, NY 12901
PRESIDENT0$0
ROBERT LORBERBAUM
113 WOODCLIFF DR, PLATTSBURGH, NY 12901
SECRETARY0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
MARILYN LORBERBAUM
113 WOODCLIFF DR, PLATTSBURGH, NY 12901
PRESIDENT0$0
ROBERT LORBERBAUM
113 WOODCLIFF DR, PLATTSBURGH, NY 12901
SECRETARY0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARILYN LORBERBAUM
113 WOODCLIFF DR, PLATTSBURGH, NY 12901
PRESIDENT0$0
LAWRENCE LORBERBAUM
TUSCON, TUSCON, AZ 85746
TREASURER0$0
ROBERT LORBERBAUM
113 WOODCLIFF DR, PLATTSBURGH, NY 12901
SECRETARY0$0
EDWIN PERLSTEIN
7901 BAY PARKWAY APT 50, BROOKLYN, NY 11214
VP0$0
990-PF for the year ended December 31, 2022: 4 people
NameTitleHours / weekCompensation
MARILYN LORBERBAUM
113 WOODCLIFF DR, PLATTSBURGH, NY 12901
PRESIDENT0$0
LAWRENCE LORBERBAUM
TUSCON, TUSCON, AZ 85746
TREASURER0$0
ROBERT LORBERBAUM
113 WOODCLIFF DR, PLATTSBURGH, NY 12901
SECRETARY0$0
EDWIN PERLSTEIN
7901 BAY PARKWAY APT 50, BROOKLYN, NY 11214
VP0$0

Address and contacts

Address (IRS master file)
113 WOOD CLIFF DR, PLATTSBURGH, NY 12901-6056
In care of
% MICHAEL MARGOLIS
Signed the 990-PF
MARILYN LORBERBAUM, PRESIDENT
Phone
(518) 561-4854
Return prepared by
STUART M ROTMAN CPA PA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-3346508
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
1997
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P30Z)
Assets (IRS master file)
$274,503
Income (IRS master file)
$13,098

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$13,098$16,546$274,503XML
990-PFDecember 2024$10,914$16,072$190,271XML
990-PFDecember 2023$5,822$19,885$197,867XML
990-PFDecember 2022$6,002$21,026$211,930XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 11-3346508).

Questions about WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION

What is the EIN of WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION?
The employer identification number (EIN) of WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION is 11-3346508.
Is WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does WILLIAM & LEONA LORBERBAUM CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,098, expenses of $16,546 and total assets of $274,503 at year end.

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