Funders › Florida

Lieberman (jay M & Joan K) Charitable

Longboat Key, FL · EIN 39-1686098. Reported 51 grants totalling $241,193 to 24 recipients across tax years 2021-2025. This foundation told the IRS it does not accept unsolicited requests: it contributes only to organizations it selects itself.

Notold the IRS it takes no unsolicited requests
$250median grant
$241,193granted, 2021-2025
24recipients, as named on its returns
61%of grantees funded again the next year
$243,230assets, latest filing

Does this foundation accept applications?

No -- on its own tax return. Form 990-PF asks every private foundation to check a box if it "only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds". Lieberman (jay M & Joan K) Charitable checked it on its most recent filing, as 78% of the 91,758 foundations in our data that made a grant and answered did. An unsolicited request is unlikely to go anywhere.

This is the foundation's own statement to the IRS, not our judgement. A foundation can give a different answer on a later return, and this page is rebuilt when one is published. The rest of the page is its giving record: who it chose, and which of those make grants themselves.

Organizations it funds that make grants of their own

3 of the organizations Lieberman (jay M & Joan K) Charitable funded make grants themselves, and it reported 10 grants totalling $137,346 to them. That is 69% of the $197,968 of its giving we could match to a registered organization. Each is classified by the IRS as a philanthropy or grantmaking organization, reported grants to at least 25 organizations of its own, and has at least 10 funders behind it.

All of them file Form 990, which never asks whether an organization funds only groups it picks, so there is no answer on record either way.

What that does not mean. It does not mean an application to any of them reaches this foundation's money. A private foundation's grant to a community foundation or a federated campaign is often a donor-advised fund or a gift designated for a purpose the foundation chose, and has nothing to do with any open programme the receiving organization runs. Its return's purpose text sometimes names a family fund or a designated purpose, which is the plainest case of money no applicant can reach; where it names none, neither return says which. The list is who this foundation paid that also makes grants. Whether any of them would fund you is a question for its own page.

GrantmakerKindStateReceivedGrantsYearsLastOnly funds organizations it picks?
Combined Jewish Philanthropies of Greater Boston Incfederated giving programmeMassachusetts$55,000442024Its form does not ask
Milwaukee Jewish Federation Incfederated giving programmeWisconsin$44,846332023Its form does not ask
The Jewish Federation offederated giving programmeFlorida$37,500332023Its form does not ask

A floor, not a full list. A grantmaker appears here only where this foundation's return named it clearly enough for us to match the name to an EIN, which we manage for about two thirds of 990-PF grant rows, and only where that grantmaker has a page on this site. There may be more. Dollars here are summed by EIN across every spelling on its returns, so a figure can differ from the matching row in the full list below, which groups names as written. And the IRS classification cannot tell a grantmaker from a funders' association or a donor-advised fund sponsor, so a payment to one of these may be dues or an account rather than support for a grants programme.

How big are its grants?

The median grant is $250. Half of everything it gave fell between $100 and $10,000; the smallest was $25 and the largest $25,000.

Under $1,000
31 grants
$1,000 - $5,000
4 grants
$10,000 - $25,000
13 grants
$25,000 - $50,000
3 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Combined Jewish PhilanthropiesBoston, MA$55,000442024
Van Wezel FoundationSarasota, FL$50,000222023
Milwaukee Jewish FederationMilwaukee, WI$44,846332023
Sarasota OrchestraSarasota, FL$40,000442024
The Jewish Federation of Sarasota-ManateeSarasota, FL$37,500332023
Congregation SinaiMilwaukee, WI$8,914552025
Newcastle Lifespace FoundationMequon, WI$1,000112025
Lifespace FoundationMequon, WI$500112024
Newcastle Place Tmaf-Lifespace FoundationMequon, WI$500112021
Jewish Community PantryMilwaukee, WI$486552025
The Friends of Sarasota Institute of Lifetime LearningSarasota, FL$420222022
Temple Beth IsraelLongboat Key, FL$407112024
Tikkun Ha-Ir of MilwaukeeMilwaukee, WI$350222022
Friends of Greenwood CemeteryBayside, WI$272442025
Alzheimers AssociationMilwaukee, WI$250112025
Milwaukee Youth Symphony OrchestraMilwaukee, WI$203222025
Community Foundation of SrqSarasota, FL$105112024
Ringling College Library AssociationSarasota, FL$100112022
Ringling College of Art and DesignSarasota, FL$100112025
Women of SinaiSarasota, FL$90222024
Southeastern Guide DogsPalmetto, FL$53222023
Ahavath Achim SynogogueAtlanta, GA$37112023
League of Women VotersWashington, DC$35112025
The USOWashington, DC$25112021

13 of 24 (54%) received money in more than one year over the 5 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 61%, across 4 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one, and this foundation told the IRS it does not.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 15 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Philanthropy & Grantmaking
10 grants
Human Services
2 grants
Religion
2 grants
Public & Societal Benefit
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202111$71,836$786
202211$53,755$320
202312$74,662$1,328
20249$38,997$407
20258$1,943$125

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

53% of its giving went to organizations in Florida.

Florida
$129K
Wisconsin
$57K
Massachusetts
$55K
District of Columbia
$60
Georgia
$37

Get funders for your state and cause by email

We email you funders that gave to organizations in your state and cause, up to five at a time each week and never the same one twice, from their own IRS filings. Free. The weekly email has not started yet.

Unsubscribe in one click from any email. We never sell or share your address. To match on your organization and typical grant size too, keep a private profile.

Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more. Unlike this foundation, none of them is on record as funding only organizations it picks, and each page says what its filings show.

Fidelity Investments Charitable Gift Fund8 shared recipientsAmerican Endowment Foundation8 shared recipientsNational Philanthropic Trust7 shared recipientsDonor Advised Charitable Giving Inc7 shared recipientsVanguard Charitable Endowment Program7 shared recipientsAmerican Online Giving Foundation Inc5 shared recipients

Related guides

Foundations funding human services in FloridaEvery funder in this groupFoundations funding human services in MassachusettsEvery funder in this group

Where these numbers come from

Everything above is taken from Lieberman (jay M & Joan K) Charitable's own Form 990-PF filings, which the IRS publishes in bulk. We used 5 returns (tax years 2021-2025). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: 2410 Harbourside Drive 113, Longboat Key, FL, 34228. This is the address the foundation gave the IRS.

EIN 39-1686098 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.