Nonprofit · EIN 75-2965720
BARON AND BLUE FOUNDATION
Tax-exempt · ADDISON, TX 75001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $719,614 | $2,815,439 | -$2,095,825 | $1,069,646 | $0 | $1,069,646 |
| December 31, 2024 | 990-PF | $511,146 | $329,546 | $181,600 | $3,192,033 | $52,564 | $3,139,469 |
| December 31, 2023 | 990-PF | $1,019,763 | $261,615 | $758,148 | $3,013,147 | $52,564 | $2,960,583 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $102,315
- Dividends
- $135,281
- Interest
- $23
- Net gain from sales of assets
- $481,995
Expenses
- Grants and similar amounts paid
- $2,759,275
- Compensation of officers, directors and key employees
- $7,437
- Disbursements for charitable purposes
- $2,784,607
- Excise tax on investment income
- $8,713
Balance sheet and other
- Total assets, start of year
- $3,192,033
- Total assets, end of year
- $1,069,646
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,069,646
- Fair market value of assets
- $1,069,769
- Qualifying distributions
- $2,784,607
- Net investment income
- $656,883
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 |
|---|---|---|---|
| HELEN HOLMAN PO BOX 802044, DALLAS, TX 75380 | EXECUTIVE DIRECTOR | 25 | $7,437 |
| LISA A BLUE BARON PO BOX 802044, DALLAS, TX 75380 | DIRECTOR/PRESIDENT/TREASUR | 1 | $0 |
| CHRIS HAMILTON PO BOX 802044, DALLAS, TX 75380 | DIRECTOR | 1 | $0 |
| LAURA MILLER PO BOX 802044, DALLAS, TX 75380 | DIRECTOR/VP/SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELEN HOLMAN PO BOX 802044, DALLAS, TX 75380 | EXECUTIVE DIRECTOR | 25 | $14,769 |
| LISA A BLUE BARON PO BOX 802044, DALLAS, TX 75380 | DIRECTOR/PRESIDENT/TREASUR | 1 | $0 |
| COURTNEY BARON PO BOX 802044, DALLAS, TX 75380 | DIRECTOR/VP/SECRETARY | 1 | $0 |
| LAURA MILLER PO BOX 802044, DALLAS, TX 75380 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HELEN HOLMAN PO BOX 802044, DALLAS, TX 75380 | EXECUTIVE DIRECTOR | 25 | $10,221 |
| LISA A BLUE BARON PO BOX 802044, DALLAS, TX 75380 | DIRECTOR/PRESIDENT/TREASUR | 1 | $0 |
| COURTNEY BARON PO BOX 802044, DALLAS, TX 75380 | DIRECTOR/VP/SECRETARY | 1 | $0 |
| LAURA MILLER PO BOX 802044, DALLAS, TX 75380 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 15303 N DALLAS PKWY, ADDISON, TX 75001-4677
- In care of
- % LARA ASHMORE
- Signed the 990-PF
- LISA BLUE BARON, PRESIDENT
- Phone
- (214) 692-5789
- Return prepared by
- CLIFTONLARSONALLEN LLP
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
- 75-2965720
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,069,646
- Income (IRS master file)
- $4,709,795
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $719,614 | $2,815,439 | $1,069,646 | XML |
| 990-PF | December 2024 | $511,146 | $329,546 | $3,192,033 | IRS |
| 990-PF | December 2023 | $1,019,763 | $261,615 | $3,013,147 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 75-2965720).
Questions about BARON AND BLUE FOUNDATION
- What is the EIN of BARON AND BLUE FOUNDATION?
- The employer identification number (EIN) of BARON AND BLUE FOUNDATION is 75-2965720.
- Is BARON AND BLUE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to BARON AND BLUE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARON AND BLUE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARON AND BLUE 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 BARON AND BLUE 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 BARON AND BLUE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $7,437 (HELEN HOLMAN, EXECUTIVE DIRECTOR).
- How much revenue does BARON AND BLUE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $719,614, expenses of $2,815,439 and total assets of $1,069,646 at year end.
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All nonprofits in ADDISON · Texas · Philanthropy, voluntarism and grantmaking foundations