Lieberman (Jay M & Joan K) Charitable

Private foundation · Grantmaker Longboat Key, FL EIN: 39-1686098

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.

Key facts about Lieberman (Jay M & Joan K) Charitable

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.

EIN
39-1686098
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,943
Grants made (2025)
8
Average grant
$243
Median grant
$125
Total assets
$193,692
Primary geography
Wisconsin (93% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$194K

+9.1% YoY

Annual Giving

$2K

-95.0% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$242.875

-94.4% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

SarasotaMilwaukeeBostonBaysideMequonLongboat KeyNew YorkPalmettoWashingtonArlington HeightsAtlantaDallasNorthbrookSan Rafael

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K19 grants2019 12 grants2020 11 grants2021 11 grants2022 12 grants2023 9 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $2K (2025) to $106K (2020). In 2025 it made 8 grants totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Newcastle Lifespace Foundation: $1KNewcastle Lifespace Foundation$1KAlzheimers Association: $250Alzheimers Association$250Jewish Community Pantry: $208Jewish Community Pantry$208Congregation Sinai: $150Congregation Sinai$150Friends of Greenwood Cemetery: $100Friends of Greenwood Cemetery$100Milwaukee Youth Symphony Orchestra: $100Milwaukee Youth SymphonyOrchestra$100Ringling College of Art and Design: $100Ringling College of Art andDesign$100League of Women Voters: $35League of Women Voters$35

The largest 2025 recipient was Newcastle Lifespace Foundation ($1K). Together the top 8 received $2K.

Grant Size Distribution

51 grants across all recorded years

51<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 51 grants of 51 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Newcastle Lifespace Foundation Mequon, WIUnrestricted$1,000
Alzheimers Association Milwaukee, WIUnrestricted$250
Jewish Community Pantry Milwaukee, WIUnrestricted$208
Congregation Sinai Milwaukee, WIThe Lieberman Memorial Arts Endowment Fund$150
Friends of Greenwood Cemetery Bayside, WIUnrestricted$100
Milwaukee Youth Symphony Orchestra Milwaukee, WIUnrestricted$100
Ringling College of Art and Design Sarasota, FLUnrestricted$100
League of Women Voters Washington, DCUnrestricted$35

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$193,692$177,563$183,351
Revenue$23,289$38,201$22,560
Expenses$7,160$43,872$80,167
Qualifying Distributions$1,943$38,997$74,662
Net Investment Income$18,539$33,571$17,635
Distributable Amount$11,250$10,865$11,954

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 1, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 12, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  8. IRS filings on file for fiscal years 2019–2024

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.

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