Nonprofit · EIN 86-6587033
LEE & BOB BURGETT CHARITABLE FOUNDATION
Tax-exempt · LEBANON, OH 45036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $40,285 | $133,146 | -$92,861 | $386,889 | $0 | $386,889 |
| December 31, 2024 | 990-PF | $62,226 | $156,354 | -$94,128 | $479,750 | $0 | $479,750 |
| December 31, 2023 | 990-PF | $36,046 | $168,101 | -$132,055 | $573,878 | $0 | $573,878 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $15,658
- Net gain from sales of assets
- $24,627
Expenses
- Grants and similar amounts paid
- $123,665
- Compensation of officers, directors and key employees
- $3,943
- Disbursements for charitable purposes
- $123,765
- Excise tax on investment income
- $430
Balance sheet and other
- Total assets, start of year
- $479,750
- Total assets, end of year
- $386,889
- Total liabilities, end of year
- $0
- Net assets, end of year
- $386,889
- Fair market value of assets
- $561,742
- Qualifying distributions
- $123,765
- Net investment income
- $40,285
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 |
|---|---|---|---|
| LCNB NATIONAL BANK PO BOX 59, LEBANON, OH 45036 | TRUSTEE | 4 | $24,257 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LCNB NATIONAL BANK PO BOX 59, LEBANON, OH 45036 | TRUSTEE | 4 | $4,406 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LCNB NATIONAL BANK PO BOX 59, LEBANON, OH 45036 | TRUSTEE | 4 | $4,655 |
Address and contacts
- Address (IRS master file)
- PO BOX 59, LEBANON, OH 45036-0059
- In care of
- % LCNB NATIONAL BANK TRUSTEE
- Signed the 990-PF
- JACQUELINE A MANLEY, SVP
- Phone
- (513) 932-1414
- Return prepared by
- LCNB NATIONAL BANK
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
- 86-6587033
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $386,889
- Income (IRS master file)
- $99,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $40,285 | $133,146 | $386,889 | XML |
| 990-PF | December 2024 | $62,226 | $156,354 | $479,750 | XML |
| 990-PF | December 2023 | $36,046 | $168,101 | $573,878 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 86-6587033).
Questions about LEE & BOB BURGETT CHARITABLE FOUNDATION
- What is the EIN of LEE & BOB BURGETT CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LEE & BOB BURGETT CHARITABLE FOUNDATION is 86-6587033.
- Is LEE & BOB BURGETT CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to LEE & BOB BURGETT CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE & BOB BURGETT CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE & BOB BURGETT CHARITABLE 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 LEE & BOB BURGETT CHARITABLE 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 LEE & BOB BURGETT CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $24,257 (LCNB NATIONAL BANK, TRUSTEE).
- How much revenue does LEE & BOB BURGETT CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,285, expenses of $133,146 and total assets of $386,889 at year end.
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