Civic Intelligence

Baron and Blue Foundation

990PF • Fiscal year 2014 • EIN 75-2965720

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile
PO Box 802044Dallas, TX 75380

(214) 692-5789

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

30th percentile

$25,785

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

92nd percentile

39%

Faster asset growth than 92% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

686%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,627,470

Up $1,574,218 (+39%) from 2013

Net Assets

Up

$5,625,927

Up $1,593,851 (+40%) from 2013

Liabilities

Down

$1,543

Down $19,633 (-93%) from 2013

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin93rd percentile

Revenue

Up

$2,256,026

Up $1,968,833 (+686%) from 2013

Expenses

Up

$662,175

Up $32,029 (+5.1%) from 2013

Net Income

Up

$1,593,851

Up $1,936,804 (+565%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $3,754,047Liabilities 2010: $0Net Assets 2010: $3,754,0472010Assets 2011: $3,426,700Liabilities 2011: $0Net Assets 2011: $3,426,7002011Assets 2012: $4,384,507Liabilities 2012: $11,088Net Assets 2012: $4,373,4192012Assets 2013: $4,053,252Liabilities 2013: $21,176Net Assets 2013: $4,032,0762013Assets 2014: $5,627,470Liabilities 2014: $1,543Net Assets 2014: $5,625,9272014Assets 2015: $5,493,690Liabilities 2015: $0Net Assets 2015: $5,493,6902015Assets 2016: $4,985,591Liabilities 2016: $270Net Assets 2016: $4,985,3212016Assets 2019: $3,116,339Liabilities 2019: $52,5642019Assets 2020: $2,467,490Liabilities 2020: $52,564Net Assets 2020: $2,414,9262020Assets 2021: $2,636,824Liabilities 2021: $52,564Net Assets 2021: $2,584,2602021Assets 2022: $2,255,430Liabilities 2022: $52,564Net Assets 2022: $2,202,8662022Assets 2023: $3,013,147Liabilities 2023: $52,564Net Assets 2023: $2,960,5832023Assets 2024: $3,192,033Liabilities 2024: $52,564Net Assets 2024: $3,139,4692024

Highlighted filing

2014

Assets$5,627,470
Liabilities$1,543
Net Assets$5,625,927
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $567,2602010Expenses 2011: $715,8102011Expenses 2012: $726,3682012Revenue 2013: $287,193Expenses 2013: $630,146Net Income 2013: -$342,9532013Revenue 2014: $2,256,026Expenses 2014: $662,175Net Income 2014: $1,593,8512014Revenue 2015: $332,796Expenses 2015: $465,033Net Income 2015: -$132,2372015Revenue 2016: $13,157Expenses 2016: $882,721Net Income 2016: -$869,5642016Revenue 2019: $196,275Expenses 2019: $1,168,436Net Income 2019: -$972,1612019Revenue 2020: $207,667Expenses 2020: $844,422Net Income 2020: -$636,7552020Revenue 2021: $806,199Expenses 2021: $636,876Net Income 2021: $169,3232021Revenue 2022: $67,847Expenses 2022: $449,989Net Income 2022: -$382,1422022Revenue 2023: $1,019,763Expenses 2023: $261,615Net Income 2023: $758,1482023Revenue 2024: $511,146Expenses 2024: $329,546Net Income 2024: $181,6002024

Highlighted filing

2014

Revenue$2,256,026
Expenses$662,175
Net Income$1,593,851
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARA ASHMOREExecutive DirectorPT$25,785-$25,785
LISA A BLUE BARONDirector/President/Treasurer-$0--
BETH TAYLORDirector-$0--
COURTNEY BARONDirector/Vice Pres/Secretary-$0--
LAURA MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Baron & Blue Foundation
EIN
75-2965720
In Care Of
% LARA ASHMORE
Phone
2146925789
Address
PO BOX 802044, DALLAS, TX 75380

Signing Officer

Name
Lara Ashmore
Title
Executive Director
Phone
2146925789
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Lane Gorman Trubitt Pllc
Address
2626 HOWELL STREET SUITE 700, DALLAS, TX 75204-4064
Preparer
Bruce Levi
Phone
2148717500
Raw XML AppendixShowing 400 of 837 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0105.740 SHS WESTWOOD INCOME OPPORTUNITY FUND INSTITUTIONAL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1165.010 SHS PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUIONAL SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc211,878.496 SHS WESTWOOD INCOME OPPORTUNITY FUND INSTRITUTIONAL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc319,674.510 SHS PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4504.013 SHS PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550,079.457 SHS PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63,532.992 SHS MAINSTAY MARKETFIELD FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc76,271.380 SHS THE FX STRATEGY FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc819,639.705 SHS MAINSTAY MARKETFIELD FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc924,301.994 SHS THE FX STRATEGY FUND CLASS A
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11RB INTERNATIONAL EQUITY PARTNERSHIP, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12RB DOMESTIC EQUITY PARTNERSHIP, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13RB DOMESTIC EQUITY PARTNERSHIP, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0137478
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01593851
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05625927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04032076
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05625927
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0208801
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0208801
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0208801
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0210353
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01552
IRS990PF/DistributableAmountGrp/TotalTaxAmt01552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01248
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01248
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02800
IRS990PF/FMVAssetsEOYAmt05946139
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064262
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02225611
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01318604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01433374
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt018
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt018
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03164766
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03368665
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt021176
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01543
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05625927
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01079820
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01079820
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05627470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05946139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04053252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05627470
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt425785
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 802044
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 802044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 802044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DALLAS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd375380
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0475893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0477445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0464500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0571500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0613015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0472500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0596000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.113118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.105906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.122492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.120528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.090527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.126135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04207050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04385946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04665599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05086068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05219460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04725097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0580326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.565588
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0578774
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0580326
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01552
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0580326
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 802044
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DALLAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075380
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LARA ASHMORE
IRS990PF/StatementsRegardingActyGrp/PhoneNum02146925789
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.baronandbluefdn.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0COMPLETED 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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0EXECUTIVE DIRECTOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02146925789
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 25464
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd075225
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE 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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1 OCTOBER 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LISA A BLUE BARON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt316000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt612500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt720000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt920000

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,627,470
Liabilities
$1,543
Net assets
$5,625,927
Revenue
$2,256,026
Expenses
$662,175
Net income
$1,593,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.19$0.05$3.14$0.51$0.33$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.05$2.96$1.02$0.26$0.76
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.05$2.20$0.07$0.45$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.64$0.05$2.58$0.81$0.64$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.47$0.05$2.41$0.21$0.84$0.64
2019Summary only. Only limited summary data is available for this year.$3.12$0.05$0.20$1.17$0.97
2016Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.01$0.88$0.87
2015Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.33$0.47$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$2.26$0.66$1.59
2013Detailed filing. Detailed filing data is available for this year.$4.05$0.02$4.03$0.29$0.63$0.34
2012Detailed filing. Detailed filing data is available for this year.$4.38$0.01$4.37$0.73
2011Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.72
2010Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.57