Liberty Fund Inc
- Assets
- $0.0
- Revenue
- $28.1m
- Investments
- $317.8m
- Employees
- 0
- Location
- Carmel, IN
- Founding
- 12/1962
- Data as of
- 04/2021
- EIN
- 35-1320021
Organization Overview
Liberty Fund Inc is located in Carmel, IN. The organization was established in 1962. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Liberty Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 04/2021, Liberty Fund Inc generated $28.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $15.0m during the year ending 04/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
LIBERTY FUND COLLOQUIA AND SYMPOSIUMS - SEE ATTACHMENT
LIBERTY FUND WEBSITES - SEE ATTACHMENT
LIBERTY FUND PUBLISHING - SEE ATTACHMENT
CO-SPONSORED PROGRAMS - SEE ATTACHMENT
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Emilio J Pacheco Director/svp & Pfg Res Scholar | 40 | $340,988 | |
Douglas J Den Uyl VP Of Educational Programs | 40 | $291,390 | |
Sean R Shelby Started 082020 President & CEO | 40 | $256,960 | |
Sandra J Schaller VP & Controller, Sec-Treasurer | 40 | $223,820 | |
James F Cote Dir Of Info Systems | 40 | $188,140 | |
Hans L Eicholz Sr Fellow | 40 | $153,340 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Ice Miller Llp | 4/29/21 | $303,342 |
Chartis Interactive Llc | 4/29/21 | $220,000 |
Ware-pak Llc | 4/29/21 | $132,797 |
Strong Analytics Llc | 4/29/21 | $100,800 |
Revelant Technologies Llc | 4/29/21 | $97,628 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,949 |
| Interest on Savings | $268 |
| Dividends & Interest | $6,838,239 |
| Profit on Inventory Sales | $0 |
| Other Income | $476,367 |
| Total Revenue | $28,050,617 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,837,572 |
| Pension plans, employee benefits | $1,777,483 |
| Depreciation | $1,019,043 |
| Occupancy | $839,141 |
| Travel, conferences, and meetings | $271,197 |
| Printing and publications | $696,837 |
| Total operating and administrative expenses | $15,034,192 |
| Contributions, gifts, grants paid | $6,500 |
| Total expenses and disbursements | $15,040,692 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $489,258 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Other assets | $249,557 |
| Mortgages and other notes payable | $21,766,279 |
| Other liabilities | $18,940 |
Grants Awarded
Over the last fiscal year, Liberty Fund Inc has awarded $35,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UC REGENTS PURPOSE: DEMSETZ CONFERENCE | $25,000 |
Cullowhee, NC PURPOSE: SPONSOR CONFERENCE SESSION | $10,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Liberty Fund Inc has recieved totaling $25,000.
| Awarding Organization | Amount |
|---|---|
Rose M Badgeeley Resid Charitable Tr Uw New York, NY PURPOSE: GENERAL | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Hall Family Foundation Kansas City, MO | $1,171,646,854 | $87,869,006 |
Caterpillar Foundation Peoria, IL | $93,606,659 | $54,411,827 |
Circle Of Service Foundation Chicago, IL | $697,372,085 | $55,153,209 |
Allstate Foundation Northbrook, IL | $112,475,932 | $31,277,614 |
William R Kenan Jr Charitable Trust Chicago, IL | $564,490,046 | $137,606,226 |
Polk Bros Foundation Inc Chicago, IL | $329,136,356 | $57,050,478 |
Pritzker Foundation Chicago, IL | $0 | $47,756,040 |
Trott Family Foundation Chicago, IL | $0 | $2,395,873 |
Anthem Foundation Inc Indianapolis, IN | $153,394,091 | $25,472,782 |
U S Bancorp Foundation Milwaukee, WI | $68,350,907 | $6,892,078 |
Manton Foundation Chicago, IL | $499,091,994 | $69,635,634 |