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Nonprofit · EIN 04-3469581

LLH LHM FOUNDATION

Tax-exempt · MONTPELIER, VT 05601

Financials

$219K$222K2023$195K$325K2024$199K$203K2025
Revenue Expenses · by fiscal year end
Financials of LLH LHM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$199,045$202,977-$3,932$3,241,434$0$3,241,434
December 31, 2024990-PF$195,068$324,927-$129,859$3,245,366$0$3,245,366
December 31, 2023990-PF$218,948$221,969-$3,021$3,375,225$0$3,375,225
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$105,855
Net gain from sales of assets
$93,059
Other income
$131

Expenses

Grants and similar amounts paid
$179,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$179,000
Excise tax on investment income
$2,462

Balance sheet and other

Total assets, start of year
$3,245,366
Total assets, end of year
$3,241,434
Total liabilities, end of year
$0
Net assets, end of year
$3,241,434
Fair market value of assets
$6,104,652
Qualifying distributions
$179,000
Net investment income
$199,045

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
MARGARET BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE1$0
SUSAN LILLIA BAIRD KENNEDY
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
DAVID A BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
MICHAEL SAITTA
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
LILLIA BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MARGARET BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE1$0
SUSAN LILLIA BAIRD KENNEDY
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
DAVID A BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
MICHAEL SAITTA
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
LILLIA BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARGARET BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE1$0
SUSAN LILLIA BAIRD KENNEDY
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
DAVID A BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
MICHAEL SAITTA
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0
LILLIA BAIRD
PO BOX 1189, MONTPELIER, VT 056011189
CO-TRUSTEE0.75$0

Address and contacts

Address (IRS master file)
PO BOX 1189, MONTPELIER, VT 05601-1189
In care of
% BANK OF AMERICA
Signed the 990-PF
MARGARET BAIRD, CO-TRUSTEE
Phone
(802) 272-0459
Return prepared by
AM PEISCH & COMPANY LLP

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
04-3469581
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)
$3,241,434
Income (IRS master file)
$1,051,474

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$199,045$202,977$3,241,434XML
990-PFDecember 2024$195,068$324,927$3,245,366XML
990-PFDecember 2023$218,948$221,969$3,375,225XML
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 04-3469581).

Questions about LLH LHM FOUNDATION

What is the EIN of LLH LHM FOUNDATION?
The employer identification number (EIN) of LLH LHM FOUNDATION is 04-3469581.
Is LLH LHM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to LLH LHM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LLH LHM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LLH LHM 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 LLH LHM 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 LLH LHM FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LLH LHM FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $199,045, expenses of $202,977 and total assets of $3,241,434 at year end.

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