2026-07-14T11:59:41-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990PF 2025-01-01 752965720 BARON & BLUE FOUNDATION BARO 2146925789 PO BOX 802044 DALLAS TX 75380 LISA BLUE BARON PRESIDENT 2146925789 2026-06-25 1 JASON A DUFFNER P00632092 9723835700 2026-06-25 2025 2025-03-06 01:10:19Z X 1069769 X 102315 23 23 135281 135281 481995 4472176 521579 719614 656883 7437 744 6693 743 0 743 9947 4974 4973 23890 23890 0 1469 160 512 12678 267 12411 56164 30035 25332 2759275 2759275 2815439 30035 2784607 -2095825 626848 67120 49949 49949 97972 1019697 1019697 1109745 0 123 1897499 0 0 19697 0 0 4787 4787 3192033 1069646 1069769 52564 52564 0 X 0 0 0 0 3139469 1069646 3139469 1069646 3192033 1069646 3139469 -2095825 26002 1069646 0 1069646 SALE OF MARKETABLE SECURITITES P 2435532 2392027 43505 43505 SALE OF MARKETABLE SECURITITES P 47993 10167 37826 37826 SALE OF MARKETABLE SECURITITES P 490550 402902 87648 87648 SALE OF MARKETABLE SECURITITES P 696251 451584 244667 244667 SALE OF MARKETABLE SECURITITES P 801393 693917 107476 107476 CAPITAL GAINS DIVIDENDS P 457 457 457 521579 8713 0 8713 0 8713 6720 0 2000 0 8720 0 7 7 0 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 1 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 CHRIS HAMILTON PO BOX 802044 DALLAS TX 75380 DIRECTOR 1.00 0 0 0 LAURA MILLER PO BOX 802044 DALLAS TX 75380 DIRECTOR/VP/SECRETARY 1.00 0 0 0 HELEN HOLMAN PO BOX 802044 DALLAS TX 75380 EXECUTIVE DIRECTOR 25.00 7437 0 0 NONE 0 NONE 0 0 3170045 232892 0 3402937 0 0 3402937 51044 3351893 167595 167595 8713 8713 158882 0 158882 0 158882 2784607 0 2784607 158882 0 0 662659 458028 264396 104630 116811 1606524 2784607 0 0 0 158882 2625725 0 0 4232249 0 0 0 0 0 0 662659 3569590 458028 264396 104630 116811 2625725 LISA A BLUE 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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