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Nonprofit · EIN 13-6077728

DAVID L LIEB FOUNDATION INC

Tax-exempt · FAIRFIELD, IA 52556

Financials

$154K$483K2023$488K$452K2024
Revenue Expenses · by fiscal year end
Financials of DAVID L LIEB FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$488,054$452,027$36,027$4,018,231$163,597$3,854,634
December 31, 2023990-PF$154,040$482,783-$328,743$3,974,296$156,605$3,817,691
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$72,780
Interest
$1,635
Net gain from sales of assets
$348,771
Other income
$64,868

Expenses

Grants and similar amounts paid
$290,764
Compensation of officers, directors and key employees
$100,000
Disbursements for charitable purposes
$377,771
Excise tax on investment income
$5,790

Balance sheet and other

Total assets, start of year
$3,974,296
Total assets, end of year
$4,018,231
Total liabilities, end of year
$163,597
Net assets, end of year
$3,854,634
Fair market value of assets
$4,985,516
Qualifying distributions
$377,771
Net investment income
$488,054

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.

NameTitleHours / weekCompensation
BARBARA LIEB BAUMSTEIN
62 ST JAMES DRIVE, PALM BEACH GARDENS, FL 33418
President20$50,000
TOBY LIEB
1106 HEAVENLY LANE, FAIRFIELD, IA 52556
Secretary20$50,000
SAM LIEB
1108 HEAVENLY LANE, FAIRFIELD, IA 52556
Vice President0$0
JEFFREY BAUMSTEIN
201 E 66TH STREET 16C, NEW YORK, NY 10065
Treasurer0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
BARBARA LIEB BAUMSTEIN
62 ST JAMES DRIVE, PALM BEACH GARDENS, FL 33418
President20$50,000$12,500
TOBY LIEB
1106 HEAVENLY LANE, FAIRFIELD, IA 52556
Secretary20$50,000$12,500
SAM LIEB
1108 HEAVENLY LANE, FAIRFIELD, IA 52556
Vice President0$0–
JEFFREY BAUMSTEIN
201 E 66TH STREET 16C, NEW YORK, NY 10065
Treasurer0$0–

Address and contacts

Address (IRS master file)
1106 HEAVENLY LN APT 3, FAIRFIELD, IA 52556-2091
In care of
% DAVIS WARD
Signed the 990-PF
SAM LIEB, Vice President
Phone
(641) 472-6655
Return prepared by
Davis Ward & Hochman LLP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-6077728
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
1959
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,018,231
Income (IRS master file)
$1,321,876

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$488,054$452,027$4,018,231IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$154,040$482,783$3,974,296XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 13-6077728).

Questions about DAVID L LIEB FOUNDATION INC

What is the EIN of DAVID L LIEB FOUNDATION INC?
The employer identification number (EIN) of DAVID L LIEB FOUNDATION INC is 13-6077728.
Is DAVID L LIEB FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to DAVID L LIEB FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID L LIEB FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID L LIEB 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 DAVID L LIEB 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 DAVID L LIEB FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $50,000 (BARBARA LIEB BAUMSTEIN, President).
How much revenue does DAVID L LIEB FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $488,054, expenses of $452,027 and total assets of $4,018,231 at year end.

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