Joseph L & Esther M Lieberman Trust 01-02074

Analysis

Joseph L & Esther M Lieberman Trust 01-02074 is a registered charity in United States, based in Po Box Chicago, IL. It received its IRS tax-exemption ruling in August 2002, 24 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Joseph L & Esther M Lieberman Trust 01-02074 reported income of $422k and spending of $556k, spending 132% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income grew from $336k to $422k (+26%), an average of +5.9% a year. The sharpest change came in the year to June 2022, when income rose by 25%. Over the whole period it spent 137% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Joseph L & Esther M Lieberman Trust 01-02074 sits at the 71st percentile: it is larger than about 71% of them. Against every charity in United States with reported income it ranks in the 67th percentile, and in the 67th percentile within IL. Charities of a similar size with the same main cause include Project Moshiach Awareness Inc ($422k), Sri Sathya Sai World Foundation ($422k) and Educational Charitable and Humanitarian Organization ($421k).

Compensation of current officers, directors and key employees was $63k (11% of expenses). At year end it held assets of $7.4m against liabilities of $0, net assets of $7.4m.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.