2024-11-15T13:55:52-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990PF 2023-01-01 752965720 BARON & BLUE FOUNDATION BARO 2146925789 PO BOX 802044 DALLAS TX 75380 LISA BLUE BARON PRESIDENT 2146925789 2024-11-13 1 0 JASON A DUFFNER P00632092 9723835700 2024-11-11 2023 2024-10-15 13:58:12Z X 3467612 X 956694 241 241 57833 57833 4995 1401362 876766 1019763 934840 10221 1022 9199 6102 0 6102 13293 6646 6647 17903 17903 0 782 78 704 11172 1174 9998 59473 26823 32650 202142 202142 261615 26823 234792 758148 908017 41230 22518 22518 54518 212265 212265 758077 866728 1228439 789807 1208854 1182476 611798 702782 821914 4787 4787 2255430 3013147 3467612 52564 52564 52564 52564 X 0 0 0 0 2202866 2960583 2202866 2960583 2255430 3013147 2202866 758148 188 2961202 619 2960583 SALE OF MARKETABLE SECURITIES P 80431 89293 -8862 -8862 SALE OF MARKETABLE SECURITIES P 23827 25943 -2116 -2116 SALE OF MARKETABLE SECURITIES P 68507 46402 22105 22105 SALE OF MARKETABLE SECURITIES P 14357 7778 6579 6579 SALE OF MARKETABLE SECURITIES P 33066 27831 5235 5235 SALE OF MARKETABLE SECURITIES D 953714 84923 868791 868791 SALE OF MARKETABLE SECURITIES P 37096 37962 -866 -866 SALE OF MARKETABLE SECURITIES P 42105 39804 2301 2301 SALE OF MARKETABLE SECURITIES P 148259 164660 -16401 -16401 876766 12621 0 12621 0 12621 10463 0 0 0 10463 0 2158 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 WWW.BARONANDBLUEFOUNDATION.ORG HELEN HOLMAN 2146925789 PO BOX 802044 DALLAS TX 75380 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA A BLUE BARON PO BOX 802044 DALLAS TX 75380 DIRECTOR/PRESIDENT/TREASUR 1.00 0 0 0 COURTNEY BARON PO BOX 802044 DALLAS TX 75380 DIRECTOR/VP/SECRETARY 1.00 0 0 0 LAURA MILLER PO BOX 802044 DALLAS TX 75380 DIRECTOR 1.00 0 0 0 HELEN HOLMAN PO BOX 802044 DALLAS TX 75380 EXECUTIVE DIRECTOR 25.00 10221 0 0 NONE 0 NONE 0 0 2625826 273311 0 2899137 0 0 2899137 43487 2855650 142783 142783 12621 12621 130162 0 130162 0 130162 234792 0 234792 130162 0 0 159829 935441 662659 458028 264396 2480353 234792 0 0 0 130162 104630 0 0 2584983 0 0 0 0 0 0 159829 2425154 935441 662659 458028 264396 104630 LISA A BLUE BARON COURTNEY BARON EXECUTIVE DIRECTOR PO BOX 25464 DALLAS TX 75225 2146925789 COMPLETED BARON AND BLUE FOUNDATION APPLICATION WITH THE FOLLOWING: A. ONE PAGE COVER LETTER GIVING A BRIEF HISTORY OF THE ORGANIZATION B. DESCRIPTION OF HOW THE FUNDS WILL BE USED. INCLUDE A LIST OF ANTICIPATED RESULTS AND A TIMETABLE OF IMPLEMENTATION. ALSO INCLUDE HOW THE PROJECT WILL BE SUPPORTED AFTER THE GRANT PERIOD (INCLUDE PROJECTED INCOME SOURCES). THIS SHOULD BE 3 TO 4 PAGES DOUBLE-SPACED. C. DOCUMENTATION OF ORGANIZATION'S 501C (3) TAX EXEMPT STATUS D. LIST OF BOARD OFFICERS/TRUSTEES (INCLUDE THEIR PROFESSIONS) E. PROGRAM/PROJECT BUDGET (INCOME AND EXPENSES) F. CURRENT OPERATING BUDGET FOR ENTIRE ORGANIZATION (INCOME AND EXPENSES) G. CURRENT YTD INCOME/EXPENSE STATEMENT H. IRS FORM 990 FROM LAST 2 YEARS I. COPY OF ORGANIZATION ANNUAL REPORT J. LIST OTHER GRANTS OR MATCHING FUNDS APPLIED FOR BY YOUR ORGANIZATION FOR THIS PROGRAM K. LIST OTHER FUNDS/GRANTS RECEIVED BY YOUR ORGANIZATION FOR THIS PROGRAM L. COPIES OF THE LAST TWO BOARD MEETING MINUTES APRIL 1 OCTOBER 1 THE BOARD OF DIRECTORS OF THE CORPORATION WILL AUTHORIZE CONTRIBUTIONS TO IRC SECTION 501(C)(3) ORGANIZATIONS TO SUPPORT CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC, LITERARY OR CULTURAL PURPOSES. 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