Nonprofit · EIN 52-0794388
LEE AND JULIET FOLGER FUND
Tax-exempt · MCLEAN, VA 22101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $424,824 | $670,224 | -$245,400 | $7,371,844 | $0 | $7,371,844 |
| August 31, 2024 | 990-PF | $467,666 | $1,328,677 | -$861,011 | $7,617,244 | $0 | $7,617,244 |
| August 31, 2023 | 990-PF | $885,233 | $1,974,414 | -$1,089,181 | $8,478,255 | $0 | $8,478,255 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $451,556
- Interest
- $42,328
- Net gain from sales of assets
- -$69,060
Expenses
- Grants and similar amounts paid
- $452,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $612,524
- Excise tax on investment income
- $6,315
Balance sheet and other
- Total assets, start of year
- $7,617,244
- Total assets, end of year
- $7,371,844
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,371,844
- Fair market value of assets
- $29,477,737
- Qualifying distributions
- $612,524
- Net investment income
- $493,884
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE M FOLGER 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | PRESIDENT | 2 | $0 |
| JULIET C FOLGER 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | TREASURER, VICE PRESIDENT | 2 | $0 |
| CECILY C COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | SECRETARY, VICE PRESIDENT | 1 | $0 |
| LEITER C COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
| OLIVIA M COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
| RORY W COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE M FOLGER 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | PRESIDENT | 2 | $0 |
| JULIET C FOLGER 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | TREASURER, SECRETARY, V. P | 2 | $0 |
| CECILY C COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
| LEITER C COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
| OLIVIA M COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
| RORY W COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE M FOLGER 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | PRESIDENT | 2 | $0 |
| JULIET C FOLGER 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | TREASURER, SECRETARY, V. P | 2 | $0 |
| CECILY C COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
| LEITER C COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
| OLIVIA M COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
| RORY W COLBURN 1320 OLD CHAIN BRIDGE RD 425, MCLEAN, VA 22101 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1320 OLD CHAIN BRIDGE RD, MCLEAN, VA 22101-3956
- In care of
- % ANNE L STONE & ASSOCIATES LLC
- Signed the 990-PF
- LEE M FOLGER, PRESIDENT
- Phone
- (703) 847-1350
- Return prepared by
- CST GROUP CPAS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 52-0794388
- 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
- 1957
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,371,844
- Income (IRS master file)
- $740,944
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $424,824 | $670,224 | $7,371,844 | XML |
| 990-PF | August 2024 | $467,666 | $1,328,677 | $7,617,244 | XML |
| 990-PF | August 2023 | $885,233 | $1,974,414 | $8,478,255 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 52-0794388).
Questions about LEE AND JULIET FOLGER FUND
- What is the EIN of LEE AND JULIET FOLGER FUND?
- The employer identification number (EIN) of LEE AND JULIET FOLGER FUND is 52-0794388.
- Is LEE AND JULIET FOLGER FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to LEE AND JULIET FOLGER FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE AND JULIET FOLGER FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE AND JULIET FOLGER FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEE AND JULIET FOLGER FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of LEE AND JULIET FOLGER FUND?
- The 990-PF for the year ended August 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LEE AND JULIET FOLGER FUND have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $424,824, expenses of $670,224 and total assets of $7,371,844 at year end.
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