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Nonprofit · EIN 84-3411455

LB FOUNDATION

Tax-exempt · GREENVILLE, SC 29604

Financials

$2.7M$1.6M2023$2.9M$3.2M2024$2.5M$4.6M2025
Revenue Expenses · by fiscal year end
Financials of LB FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,485,447$4,601,029-$2,115,582$64,959,669$0$64,959,669
December 31, 2024990-PF$2,929,190$3,174,663-$245,473$67,075,251$0$67,075,251
December 31, 2023990-PF$2,676,559$1,602,360$1,074,199$67,320,724$0$67,320,724
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,174,830
Interest
$1,374,420
Net gain from sales of assets
-$63,803

Expenses

Grants and similar amounts paid
$3,912,147
Compensation of officers, directors and key employees
$252,362
Disbursements for charitable purposes
$4,563,410
Excise tax on investment income
$34,878

Balance sheet and other

Total assets, start of year
$67,075,251
Total assets, end of year
$64,959,669
Total liabilities, end of year
$0
Net assets, end of year
$64,959,669
Fair market value of assets
$72,609,632
Qualifying distributions
$4,563,410
Net investment income
$2,509,237

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
LAURA BELL
POST OFFICE BOX 9179, GREENVILLE, SC 29604
PRESIDENT40$179,981
BEVERLY NASH HEIDLBERG
POST OFFICE BOX 9179, GREENVILLE, SC 29604
VICE PRESIDE40$69,981
ERIC ENGLEBARDT
POST OFFICE BOX 9179, GREENVILLE, SC 29604
DIRECTOR3$2,400
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LAURA BELL
POST OFFICE BOX 9179, GREENVILLE, SC 29604
PRESIDENT40$150,000
BEVERLY NASH HEIDLBERG
POST OFFICE BOX 9179, GREENVILLE, SC 29604
VICE PRESIDE40$50,000
ERIC ENGLEBARDT
POST OFFICE BOX 9179, GREENVILLE, SC 29604
DIRECTOR3$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LAURA BELL
POST OFFICE BOX 9179, GREENVILLE, SC 29604
PRESIDENT30$100,000
BEVERLY NASH HEIDLBERG
POST OFFICE BOX 9179, GREENVILLE, SC 29604
VICE PRESIDE20$37,500
ERIC ENGLEBARDT
POST OFFICE BOX 9179, GREENVILLE, SC 29604
DIRECTOR3$0

Address and contacts

Address (IRS master file)
PO BOX 9179, GREENVILLE, SC 29604-9179
Signed the 990-PF
LAURA BELL, PRESIDENT
Phone
(864) 233-8449
Return prepared by
MONTGOMERY & COMPANY CPAS PA

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
84-3411455
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$64,959,669
Income (IRS master file)
$17,261,223

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,485,447$4,601,029$64,959,669XML
990-PFDecember 2024$2,929,190$3,174,663$67,075,251IRS
990-PFDecember 2023$2,676,559$1,602,360$67,320,724XML
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 84-3411455).

Questions about LB FOUNDATION

What is the EIN of LB FOUNDATION?
The employer identification number (EIN) of LB FOUNDATION is 84-3411455.
Is LB FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to LB FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LB FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LB 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 LB 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 LB FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $179,981 (LAURA BELL, PRESIDENT).
How much revenue does LB FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,485,447, expenses of $4,601,029 and total assets of $64,959,669 at year end.

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