Nonprofit · EIN 27-0941196
LEBERMANN FOUNDATION
Tax-exempt · VICTORIA, TX 77901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $956,992 | $1,145,537 | -$188,545 | $16,123,673 | $0 | $16,123,673 |
| December 31, 2024 | 990-PF | $1,117,654 | $978,521 | $139,133 | $16,312,218 | $0 | $16,312,218 |
| December 31, 2023 | 990-PF | $759,683 | $1,014,041 | -$254,358 | $16,173,085 | $0 | $16,173,085 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $403,245
- Interest
- $127,707
- Net gain from sales of assets
- $383,569
- Other income
- $42,471
Expenses
- Grants and similar amounts paid
- $1,070,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,075,954
- Excise tax on investment income
- $12,351
Balance sheet and other
- Total assets, start of year
- $16,312,218
- Total assets, end of year
- $16,123,673
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,123,673
- Fair market value of assets
- $21,936,757
- Qualifying distributions
- $1,075,954
- Net investment income
- $945,137
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA DRAKE LEBERMANN 106 W JUAN LINN, VICTORIA, TX 77901 | CHAIRMAN / PRESIDENT | 1.5 | $0 |
| SANDY GOTTESMAN 1900 SCENIC DRIVE, AUSTIN, TX 78703 | TREASURER | 0.25 | $0 |
| CLARKE HEIDRICK 600 CONGRESS AVENUE SUITE 2100, AUSTIN, TX 78701 | SECRETARY | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA DRAKE LEBERMANN 106 W JUAN LINN, VICTORIA, TX 77901 | CHAIRMAN / PRESIDENT | 0 | $0 |
| CYNTHIA KEEVER 206 WEST 32ND STREET, AUSTIN, TX 78705 | TREASURER | 0 | $0 |
| CLARKE HEIDRICK 600 CONGRESS AVENUE SUITE 2100, AUSTIN, TX 78701 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA DRAKE LEBERMANN 106 W JUAN LINN, VICTORIA, TX 77901 | CHAIRMAN / PRESIDENT | 0 | $0 |
| CYNTHIA KEEVER 206 WEST 32ND STREET, AUSTIN, TX 78705 | TREASURER | 0 | $0 |
| CLARKE HEIDRICK 600 CONGRESS AVENUE SUITE 2100, AUSTIN, TX 78701 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 106 W JUAN LINN ST, VICTORIA, TX 77901-8022
- Signed the 990-PF
- VIRGINIA LEBERMANN, PRESIDENT
- Phone
- (512) 441-0988
- Return prepared by
- MAXWELL LOCKE & RITTER 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0941196
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,123,673
- Income (IRS master file)
- $3,493,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $956,992 | $1,145,537 | $16,123,673 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $1,117,654 | $978,521 | $16,312,218 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $759,683 | $1,014,041 | $16,173,085 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LEBERMANN FOUNDATION
- What is the EIN of LEBERMANN FOUNDATION?
- The employer identification number (EIN) of LEBERMANN FOUNDATION is 27-0941196.
- Is LEBERMANN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to LEBERMANN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEBERMANN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEBERMANN 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 LEBERMANN 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 LEBERMANN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LEBERMANN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $956,992, expenses of $1,145,537 and total assets of $16,123,673 at year end.
Other nonprofits in VICTORIA
- BARBARA KAUFFMAN WELDER PRIVATE FOUNDATION EIN 88-3695192 · last filed 990-PF for 2024
- VICTORIA COLLEGE FOUNDATION INC EIN 74-1994810 · last filed 990 for 2025
- UNITED WAY OF THE CROSSROADS INC EIN 74-6024990 · last filed 990 for 2025
- ROBERT A & KATHEY K ANDERSON FOUNDATION EIN 74-3015784 · last filed 990-PF for 2025
- HABERLING MCLEROY FAMILY FOUNDATION EIN 84-3920145 · last filed 990-PF for 2024
- MARSHA SHANKLIN FOUNDATION EIN 26-3034927 · last filed 990-PF for 2025
- THE KIVOWITZ CHARITABLE FOUNDATION EIN 20-0101532 · last filed 990-PF for 2024
- THANK JESUS FOUNDATION EIN 93-4218278 · last filed 990-PF for 2025
All nonprofits in VICTORIA · Texas · Philanthropy, voluntarism and grantmaking foundations