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Nonprofit · EIN 04-3441495

LEBARON FOUNDATION

Also known as LEBARON DEAN TTEE

Tax-exempt · WARREN, VT 05674

Financials

$112K$127K2023$117K$170K2024$126K$179K2025
Revenue Expenses · by fiscal year end
Financials of LEBARON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$125,587$178,756-$53,169$3,252,280$0$3,252,280
December 31, 2024990-PF$117,150$170,303-$53,153$3,305,449$0$3,305,449
December 31, 2023990-PF$112,364$126,555-$14,191$3,358,602$0$3,358,602
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$125,587

Expenses

Grants and similar amounts paid
$175,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$175,000
Excise tax on investment income
$1,743

Balance sheet and other

Total assets, start of year
$3,305,449
Total assets, end of year
$3,252,280
Total liabilities, end of year
$0
Net assets, end of year
$3,252,280
Fair market value of assets
$3,273,275
Qualifying distributions
$175,000
Net investment income
$125,587

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DEAN LEBARON
3105 CASEY KEY ROAD, NOKOMIS, FL 34275
TRUSTEE1$0
RACHEL PERRY
21 HARRISON STREET APT 2, SOMERVILLE, MA 02143
TRUSTEE1$0
BLAKE LEBARON
119 GRACE HILL ROAD, NEWBURY, NH 03255
TRUSTEE1$0
STACY LEBARON
922 FULLER HILL RD, WARREN, VT 05674
TRUSTEE4$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DEAN LEBARON
3105 CASEY KEY ROAD, NOKOMIS, FL 34275
TRUSTEE1$0
RACHEL PERRY
38 TRANSIT ST UNIT 3, PROVIDENCE, RI 02903
TRUSTEE1$0
BLAKE LEBARON
100 BRADFORD RD, WESTON, MA 02493
TRUSTEE1$0
STACY LEBARON
922 FULLER HILL RD, WARREN, VT 05674
TRUSTEE4$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DEAN LEBARON
3105 CASEY KEY ROAD, NOKOMIS, FL 34275
TRUSTEE1$0
RACHEL PERRY
38 TRANSIT ST UNIT 3, PROVIDENCE, RI 02903
TRUSTEE1$0
BLAKE LEBARON
100 BRADFORD RD, WESTON, MA 02493
TRUSTEE1$0
STACY LEBARON
922 FULLER HILL RD, WARREN, VT 05674
TRUSTEE4$0

Address and contacts

Address (IRS master file)
922 FULLER HILL RD, WARREN, VT 05674-7402
In care of
% GOODWIN PROCTER & HOAR LLP
Signed the 990-PF
STACY LEBARON, TRUSTEE
Phone
(978) 239-2090
Return prepared by
CREATIVE PLANNING TAX LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3441495
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,252,280
Income (IRS master file)
$343,587

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$125,587$178,756$3,252,280IRS
990-PFDecember 2024$117,150$170,303$3,305,449IRS
990-PFDecember 2023$112,364$126,555$3,358,602XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3441495).

Questions about LEBARON FOUNDATION

What is the EIN of LEBARON FOUNDATION?
The employer identification number (EIN) of LEBARON FOUNDATION is 04-3441495.
Is LEBARON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to LEBARON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEBARON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEBARON FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEBARON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LEBARON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LEBARON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $125,587, expenses of $178,756 and total assets of $3,252,280 at year end.

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