EIN 35-1320021

Liberty Fund Incorporated

IRS 501(c) type
501(c)(3)
Num. employees
43
City
State
Year formed
1962
Most recent tax filings
2024-04-01
NTEE code, primary
Description
Liberty Fund is a private, educational foundation established to encourage the study of the ideal of a society of free and responsible individuals.
Also known as...
Liberty Fund
Total revenues
$22,422,647
2024
Total expenses
$19,737,647
2024
Total assets
$358,645,767
2024
Num. employees
43
2024

Program areas at Liberty Fund Incorporated

Liberty Fund colloquia and symposiums: colloquim and symposiums were developed and conducted in the united states, latin america, and europe. Colloquium and symposiums are to foster thought and encourage discourse on enduring issues pertaining to Liberty.
Liberty Fund websites: the library of the classics of Liberty - http://oll.libertyfund.org - is a website dedicated to making the classic texts which contributed to our modern understanding of the nature of limited government, individual Liberty, and the free market more accessible to scholars, students and other interested individuals. The library of economics and Liberty www.econlib.org - is a website dedicated to advancing the study of economics, markets, and Liberty. The library of law and Liberty - www.lawliberty.org - is a website dedicated to the content, status, and development of law in the context of republican and limited government and the ways that Liberty and law mutually reinforce the other. Www.adamsmithworks.org is a website focusing on the works of adam smith. All of these sites are part of the Liberty Fund network, and can be accessed under the organization's homepage, www.libertyfund.org.
Liberty Fund co-sponsored programs: Liberty Fund administered co-sponsored programs with other non-profit organizations with similar educational and public purposes. Liberty Fund and the co-sponsors have joint or shared responsibilities over planning, developing, coordinating, conducting, and evaluating the conference programs held. As with the Liberty Fund colloquia and symposiums, the co-sponsored programs are to foster thought and encourage discourse on enduring issues pertaining to Liberty.
Income contributes importantly to the continued publication of writings of classic thinkers as well as current writings deemed unprofitable by commercial publishers and to promote the study of Liberty and personal responsibility.

Grants made by Liberty Fund Incorporated

GranteeGrant descriptionAmount
Tikvah FundHebrew Translation and Publication of Schumpeter's "capitalism, Socialism, and Democracy"$14,000
The Bluestem Foundation for Economic FreedomPolish Translation of "the Federalists"$12,500
Association of Private Enterprise EducationSponsor Undergraduate Research Competition$10,000
...and 1 more grant made

Personnel at Liberty Fund Incorporated

NameTitleCompensation
Sean ShelbyDirector , President and Chief Executive Officer$456,625
Brian PawlowskiBoard Member$215,000
Sandra J. SchallerVice President and Controller , Secretary - Treasurer$228,871
Sarah E. SkwireDirector of Communications and Senior Fellow
Carol L. HommelDirector of Conferences$161,750
...and 12 more key personnel

Financials for Liberty Fund Incorporated

RevenuesFYE 04/2024
Total grants, contributions, etc.$2,250
Investment income and dividends$9,709,091
Net rental income$800
Net gain from sale of non-inventory assets$12,348,076
Gross sales of inventory$0
Miscellaneous revenues$362,430
Total revenues$22,422,647

Form 990s for Liberty Fund Incorporated

Fiscal year endingDate received by IRSFormPDF link
2024-042024-09-16990PFView PDF
2023-042023-09-14990PFView PDF
2022-042022-09-15990PFView PDF
2021-042022-04-20990PFView PDF
2021-042021-09-15990PFView PDF
...and 9 more Form 990s

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The Myron Stratton HomeColorado Springs, CO$26,982,482
Max McGraw Wildlife FoundationDundee, IL$10,674,076
Frye Art MuseumSeattle, WA$7,470,427
Russell Sage FoundationNew York, NY$42,228,265
Institute for Aegean Prehistory (INSTAP)New York, NY$6,450,292
Data update history
October 22, 2024
Used new vendors
Identified 2 new vendors, including , and
August 26, 2024
Posted financials
Added Form 990PF for fiscal year 2022
August 26, 2024
Updated personnel
Identified 5 new personnel
August 24, 2024
Used new vendors
Identified 1 new vendor, including
October 28, 2023
Posted financials
Added Form 990PF for fiscal year 2023
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsExempt operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedNational levelTax deductible donationsAccepts online donations
General information
Address
11301 N Meridian St
Carmel, IN 46032
Metro area
Indianapolis-Carmel-Anderson, IN
County
Hamilton County, IN
Website URL
libertyfund.org 
Phone
(800) 866-3520
Facebook page
LibertyFundBooks 
Twitter profile
@liberty_fund 
IRS details
EIN
35-1320021
Fiscal year end
April
Taxreturn type
Form 990-PF
Year formed
1962
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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