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Nonprofiteer
← JOSEPH L & ESTHER M LIEBERMAN TRUST 01-02074

Form 990 for tax year 2022

Filed by JOSEPH L & ESTHER M LIEBERMAN TRUST 01-02074.

Totals

Total revenue
$421,892
Total expenses
$556,192
Contributions and grants received
$0
Grants paid
$482,350
Program service revenue
$0
Investment income
$421,892
Other revenue
$0
Total assets, end of year
$7,442,116
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,442,116
Program services expenses (Part IX)
$482,350
Management and general expenses
$73,842
Fundraising expenses
$0
Program service expenses (Part III)
$482,350

Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $231,836 · excluded $231,836

  • 7a · Gross sales of assets other than inventory

    securities $744,224

  • 7b · Less cost or other basis and sales expenses

    securities $554,168

  • 7c · Gain or loss

    securities $190,056

  • 7d · Net gain or loss

    total $190,056 · excluded $190,056

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $482,350 · program services $482,350

  • 5 · Compensation of officers, directors and key employees

    total $63,026 · management and general $63,026

  • 11c · Fees: accounting

    total $2,500 · management and general $2,500

  • 24a · Other expenses: FOREIGN TAXES

    total $8,101 · management and general $8,101

  • 24b · Other expenses: STATE FILING FEE

    total $215 · management and general $215

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $202,678 · end of year $426,943

  • 11 · Investments: publicly traded securities

    beginning of year $7,374,661 · end of year $7,015,173

  • 29 · Capital stock, trust principal or current funds

    beginning of year $7,577,339 · end of year $7,442,116

Mission and programs · 2022

Mission

TO SUPPORT ORGANIZATION LISTED IN SCHEDULE A PART I

  • JEWISH FEDERATION OF METROPOLITAN CHICAGO - GRANT

    Expenses $482,350 · Grants $482,350

As filed on the 2022 return.

Listed in Part VII

  • NORTHERN TRUST COMPANY

    TRUSTEE

    Total calculated
    $63,026
    From this org
    $63,026
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202401289349302885

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