Lieberman (Jay M & Joan K) Charitable
Lieberman (Jay M & Joan K) Charitable is a private foundation, based in Longboat Key, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $194K in total assets. In 2025, it awarded 8 grants totaling $2K. Net investment income was $19K.
Lieberman (Jay M & Joan K) Charitable at a glance
In short: Lieberman (Jay M & Joan K) Charitable gave $2K across 8 grants in 2025 (avg $242.875), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,943
- -95.0% vs 2024
- Grants made (2025)
- 8
- -11.1% vs 2024
- Average grant
- $243
- -94.4% vs 2024
- Median grant
- $125
- Total assets
- $193,692
- +9.1% vs 2024
- Primary geography
- Wisconsin (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lieberman (Jay M & Joan K) Charitable funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Newcastle Lifespace Foundation ($1K). Together the top 8 received $2K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 51 grants of 51 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Lieberman (Jay M & Joan K) Charitable gives
- Giving fell 96% from 2022 to 2025. Method
- In 2025 it paid out 17% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2K (2025) to $106K (2020). In 2025 it made 8 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Newcastle Lifespace Foundation Mequon, WI | Unrestricted | $1,000 |
| Alzheimers Association Milwaukee, WI | Unrestricted | $250 |
| Jewish Community Pantry Milwaukee, WI | Unrestricted | $208 |
| Congregation Sinai Milwaukee, WI | The Lieberman Memorial Arts Endowment Fund | $150 |
| Friends of Greenwood Cemetery Bayside, WI | Unrestricted | $100 |
| Milwaukee Youth Symphony Orchestra Milwaukee, WI | Unrestricted | $100 |
| Ringling College of Art and Design Sarasota, FL | Unrestricted | $100 |
| League of Women Voters Washington, DC | Unrestricted | $35 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $193,692 | $23,289 | $7,160 | $1,943 | 8 | $1,943 | $18,539 | $11,250 |
| 2024 | $177,563 | $38,201 | $43,872 | $38,997 | 9 | $38,997 | $33,571 | $10,865 |
| 2023 | $183,351 | $22,560 | $80,167 | $74,662 | 12 | $74,662 | $17,635 | $11,954 |
| 2022 | $240,841 | $50,869 | $59,861 | $53,755 | 11 | $53,755 | $41,741 | $15,033 |
| 2021 | $249,833 | $28,665 | $78,828 | $71,836 | 11 | $71,836 | $22,181 | $17,463 |
| 2020 | $299,996 | $28,449 | $113,425 | $106,153 | 12 | — | $21,832 | $18,008 |
| 2019 | $384,972 | $50,552 | $86,013 | $76,940 | 19 | — | $43,004 | $21,463 |
Under IRS private-foundation payout rules, Lieberman (Jay M & Joan K) Charitable reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lieberman (Jay M & Joan K) Charitable is led by Joan K. Lieberman, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Joan K. Lieberman
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lieberman (Jay M & Joan K) Charitable
How much does Lieberman (Jay M & Joan K) Charitable give each year?
Lieberman (Jay M & Joan K) Charitable gave $2K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 9 grants.
What is Lieberman (Jay M & Joan K) Charitable's typical grant size?
Lieberman (Jay M & Joan K) Charitable's median grant in 2025 was $125, and its average grant was $243, across 8 grants on its 2025 IRS Form 990-PF.
Where does Lieberman (Jay M & Joan K) Charitable give grants?
Lieberman (Jay M & Joan K) Charitable gives mostly in Wisconsin: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (5%). The most frequent recipient cities were Milwaukee, WI (4 grants).
Does Lieberman (Jay M & Joan K) Charitable give general operating support?
Yes: 88% of Lieberman (Jay M & Joan K) Charitable's 2025 grants with a stated purpose (7 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lieberman (Jay M & Joan K) Charitable's largest grantees?
Lieberman (Jay M & Joan K) Charitable's largest 2025 grantees include Newcastle Lifespace Foundation ($1,000), Alzheimers Association ($250) and Jewish Community Pantry ($208), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Lieberman (Jay M & Joan K) Charitable?
Lieberman (Jay M & Joan K) Charitable reported $194K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Lieberman (Jay M & Joan K) Charitable's EIN?
Lieberman (Jay M & Joan K) Charitable's EIN (Employer Identification Number) is 39-1686098. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2019–2024
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