Nonprofit · EIN 39-1686098
LIEBERMAN JAY M & JOAN K CHARITABLE FUND
Also known as C-O JAY M LIEBERMAN
Tax-exempt · LONGBOAT KEY, FL 34228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,289 | $7,160 | $16,129 | $193,692 | $0 | $193,692 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,590
- Interest
- $2
- Net gain from sales of assets
- $19,565
- Other income
- $132
Expenses
- Grants and similar amounts paid
- $1,943
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,943
- Excise tax on investment income
- $258
Balance sheet and other
- Total assets, start of year
- $177,563
- Total assets, end of year
- $193,692
- Total liabilities, end of year
- $0
- Net assets, end of year
- $193,692
- Fair market value of assets
- $243,230
- Qualifying distributions
- $1,943
- Net investment income
- $23,289
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN K LIEBERMAN 2410 HARBOURSIDE DRIVE - UNIT 113, LONGBOAT KEY, FL 34228 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2410 HARBOURSIDE DR APT 113, LONGBOAT KEY, FL 34228-4173
- Signed the 990-PF
- JOAN K LIEBERMAN, TRUSTEE
- Phone
- (414) 708-5399
- Return prepared by
- SCRIBNER COHEN AND COMPANY SC
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 | 990-PF 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
- 39-1686098
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $193,692
- Income (IRS master file)
- $87,616
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $22,560 | $80,167 | $183,351 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LIEBERMAN JAY M & JOAN K CHARITABLE FUND
- What is the EIN of LIEBERMAN JAY M & JOAN K CHARITABLE FUND?
- The employer identification number (EIN) of LIEBERMAN JAY M & JOAN K CHARITABLE FUND is 39-1686098.
- Is LIEBERMAN JAY M & JOAN K CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to LIEBERMAN JAY M & JOAN K CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIEBERMAN JAY M & JOAN K CHARITABLE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIEBERMAN JAY M & JOAN K CHARITABLE FUND 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 LIEBERMAN JAY M & JOAN K CHARITABLE FUND 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 LIEBERMAN JAY M & JOAN K CHARITABLE FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does LIEBERMAN JAY M & JOAN K CHARITABLE FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,289, expenses of $7,160 and total assets of $193,692 at year end.
Other nonprofits in LONGBOAT KEY
- NAATBATT INTERNATIONAL EIN 27-1300634 · last filed 990 for 2025
- LONGBOAT KEY CENTER FOR HEALTHY LIVING INC EIN 35-2548455 · last filed 990 for 2025
- BOXSER DIVERSITY INITIATIVE INC EIN 81-3050026 · last filed 990 for 2025
- SANTA FE GROUP INC EIN 68-3654702 · last filed 990 for 2024
- CHAMBER OF COMMERCE EIN 59-1159710 · last filed 990 for 2024
- THE GRAPES FOR HUMANITY GLOBAL FOUNDATION EIN 13-4211024 · last filed 990 for 2025
- LONGBOAT KEY GARDEN CLUB INC EIN 59-2387836 · last filed 990-EZ for 2026
- WHITNEY BEACH CONSERVANCY INC EIN 59-1362198 · last filed 990-EZ for 2025