Nonprofit · EIN 27-3048346
LEBHERZ FAMILY FOUNDATION
Tax-exempt · DANVILLE, CA 94526
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $9,631,017 | $1,519,107 | $8,111,910 | $26,815,440 | $0 | $26,815,440 |
| December 31, 2024 | 990-PF | -$4,630,408 | $2,068,079 | -$6,698,487 | $18,145,291 | $0 | $18,145,291 |
| December 31, 2023 | 990-PF | $1,917,105 | $1,253,274 | $663,831 | $24,843,778 | $0 | $24,843,778 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,000,000
- Dividends
- $858,581
- Interest
- $100,475
- Net gain from sales of assets
- $5,671,961
Expenses
- Grants and similar amounts paid
- $1,388,436
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,395,554
- Excise tax on investment income
- $91,699
Balance sheet and other
- Total assets, start of year
- $19,541,727
- Total assets, end of year
- $26,815,440
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,815,440
- Fair market value of assets
- $33,111,815
- Qualifying distributions
- $1,395,554
- Net investment income
- $6,653,046
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 |
|---|---|---|---|
| PHILIP LEBHERZ 675 HARTZ AVE STE 203, DANVILLE, CA 94526 | PRESIDENT | 0.1 | $0 |
| SHARON LEBHERZ 675 HARTZ AVE STE 203, DANVILLE, CA 94526 | VICE PRESIDENT | 0.1 | $0 |
| REGAN MUSGRAVE 675 HARTZ AVE STE 203, DANVILLE, CA 94526 | CFO | 1 | $0 |
| BENNETT LEBHERZ 675 HARTZ AVE STE 203, DANVILLE, CA 94526 | SECRETARY | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP LEBHERZ 11201 N TATUM BLVD SUITE 300 PMB, 21571, PHOENIX, AZ 85028 | PRESIDENT | 0.1 | $0 |
| SHARON LEBHERZ 11201 N TATUM BLVD SUITE 300 PMB, 21571, PHOENIX, AZ 85028 | VICE PRESIDENT | 0.1 | $0 |
| REGAN MUSGRAVE 11201 N TATUM BLVD SUITE 300 PMB, 21571, PHOENIX, AZ 85028 | CFO | 1 | $0 |
| BENNETT LEBHERZ 11201 N TATUM BLVD SUITE 300 PMB, 21571, PHOENIX, AZ 85028 | SECRETARY | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP LEBHERZ 1600 W HILLSDALE BLVD 201, SAN MATEO, CA 94402 | PRESIDENT | 0.1 | $0 |
| SHARON LEBHERZ 1600 W HILLSDALE BLVD 201, SAN MATEO, CA 94402 | VICE PRESIDENT | 0.1 | $0 |
| REGAN MUSGRAVE 1600 W HILLSDALE BLVD 201, SAN MATEO, CA 94402 | CFO | 0.1 | $0 |
| DEAN WESTLY 1600 W HILLSDALE BLVD 201, SAN MATEO, CA 94402 | SECRETARY | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 675 HARTZ AVE STE 203, DANVILLE, CA 94526-3887
- In care of
- % PHILIP E LEBHERZ
- Signed the 990-PF
- REGAN MUSGRAVE, CFO
- Phone
- (650) 348-4131
- Return prepared by
- SUNG MARIN TAX ADVISORY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-3048346 or by the name LEBHERZ FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 27-3048346
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $26,815,440
- Income (IRS master file)
- $21,842,364
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $9,631,017 | $1,519,107 | $26,815,440 | XML |
| 990-PF | December 2024 | -$4,630,408 | $2,068,079 | $18,145,291 | IRS |
| 990-PF | December 2023 | $1,917,105 | $1,253,274 | $24,843,778 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-3048346).
Questions about LEBHERZ FAMILY FOUNDATION
- What is the EIN of LEBHERZ FAMILY FOUNDATION?
- The employer identification number (EIN) of LEBHERZ FAMILY FOUNDATION is 27-3048346.
- Is LEBHERZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LEBHERZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEBHERZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEBHERZ FAMILY 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 LEBHERZ FAMILY 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 LEBHERZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LEBHERZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,631,017, expenses of $1,519,107 and total assets of $26,815,440 at year end.
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