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Nonprofit · EIN 20-8089328

LEHMAN FOUNDATION

Tax-exempt · NEWTOWN, PA 18940

Financials

$1.2M$331K2022$752K$234K2023$1.2M$358K2024
Revenue Expenses · by fiscal year end
Financials of LEHMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,162,580$358,195$804,385$6,685,604$1,646$6,683,958
June 30, 2024990-PF$752,343$233,929$518,414$5,880,472$646$5,879,826
June 30, 2023990-PF$1,219,475$331,469$888,006$5,366,438$5,000$5,361,438
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$350,042
Dividends
$89,986
Interest
$23,412
Net gain from sales of assets
$699,140

Expenses

Grants and similar amounts paid
$317,030
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$320,971
Excise tax on investment income
$10,746

Balance sheet and other

Total assets, start of year
$5,880,472
Total assets, end of year
$6,685,604
Total liabilities, end of year
$1,646
Net assets, end of year
$6,683,958
Fair market value of assets
$7,720,397
Qualifying distributions
$320,971
Net investment income
$810,346

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN LEHMAN JR
1054 CREAMERY ROAD, NEWTOWN, PA 18940
CHAIRMAN/TREASURER1$0
BARBARA LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
EXECUTIVE DIRECTOR1$0
ALEXANDRA LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
ASSISTANT EXECUTIVE DIRECTOR1$0
GRACE LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
SECRETARY1$0
JOHN LEHMAN III
1054 CREAMERY ROAD, NEWTOWN, PA 18940
ASSISTANT TREASURER1$0
HILARY Walton LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
CHAIRMAN PLANNING COMMITTEE1$0
990-PF for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
JOHN LEHMAN JR
1054 CREAMERY ROAD, NEWTOWN, PA 18940
CHAIRMAN/TREASURER1$0
BARBARA LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
EXECUTIVE DIRECTOR1$0
ALEXANDRA LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
ASSISTANT EXECUTIVE DIRECTOR1$0
GRACE LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
SECRETARY1$0
JOHN LEHMAN III
1054 CREAMERY ROAD, NEWTOWN, PA 18940
ASSISTANT TREASURER1$0
HILARY Walton LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
CHAIRMAN PLANNING COMMITTEE1$0
990-PF for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
JOHN LEHMAN JR
1054 CREAMERY ROAD, NEWTOWN, PA 18940
CHAIRMAN/TREASURER1$0
BARBARA LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
EXECUTIVE DIRECTOR1$0
ALEXANDRA LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
ASSISTANT EXECUTIVE DIRECTOR1$0
GRACE LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
SECRETARY1$0
JOHN LEHMAN III
1054 CREAMERY ROAD, NEWTOWN, PA 18940
ASSISTANT TREASURER1$0
HILARY Walton LEHMAN
1054 CREAMERY ROAD, NEWTOWN, PA 18940
CHAIRMAN PLANNING COMMITTEE1$0

Address and contacts

Address (IRS master file)
1054 CREAMERY RD, NEWTOWN, PA 18940-2816
In care of
% CHRIS RUDISILL
Signed the 990-PF
JOHN LEHMAN, CHAIRMAN/TREASURER
Phone
(703) 418-6095
Return prepared by
WITHUMSMITHBROWNPC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
20-8089328
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
2007
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$6,685,604
Income (IRS master file)
$2,831,492

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,162,580$358,195$6,685,604IRS
990-PFJune 2024$752,343$233,929$5,880,472IRS
990-PFJune 2023$1,219,475$331,469$5,366,438IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2018–––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 20-8089328).

Questions about LEHMAN FOUNDATION

What is the EIN of LEHMAN FOUNDATION?
The employer identification number (EIN) of LEHMAN FOUNDATION is 20-8089328.
Is LEHMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to LEHMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEHMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEHMAN FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEHMAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of LEHMAN FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does LEHMAN FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,162,580, expenses of $358,195 and total assets of $6,685,604 at year end.

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