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Nonprofit · EIN 27-0712976

LEGACY GROUP OF AMERICA FOUNDATION INC

Tax-exempt · DE PERE, WI 54115

Financials

$64K$30K2021$162K$45K2023$64K$86K2024
Revenue Expenses · by fiscal year end
Financials of LEGACY GROUP OF AMERICA FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$64,210$85,654-$21,444$381,780$0$381,780
December 31, 2023990-PF$161,801$44,582$117,219$403,224$0$403,224
December 31, 2021990-PF$64,351$30,066$34,285$252,936$0$252,936
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$799
Other income
$53,761

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$49,948
Excise tax on investment income
$11

Balance sheet and other

Total assets, start of year
$403,224
Total assets, end of year
$381,780
Total liabilities, end of year
$0
Net assets, end of year
$381,780
Fair market value of assets
$381,781
Qualifying distributions
$49,948
Net investment income
$799

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN G LOCHNER
2130 LOST DAUPHIN ROAD, DE PERE, WI 54115
PRESIDENT, DIRECTOR15$0
MICHAEL D LEMAY
512 N ERIE STREET, DE PERE, WI 54115
VICE PRESIDENT, DIRECTOR1$0
DAVID A SAUTER
255 TRADERS POINT LANE, GREEN BAY, WI 54302
SECY./TREAS., DIRECTOR2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN G LOCHNER
2130 LOST DAUPHIN ROAD, DE PERE, WI 54115
PRESIDENT, DIRECTOR15$0
MICHAEL D LEMAY
512 N ERIE STREET, DE PERE, WI 54115
VICE PRESIDENT, DIRECTOR1$0
DAVID A SAUTER
255 TRADERS POINT LANE, GREEN BAY, WI 54302
SECY./TREAS., DIRECTOR2$0
990-PF for the year ended December 31, 2021: 3 people
NameTitleHours / weekCompensation
JOHN G LOCHNER
2130 LOST DAUPHIN ROAD, DE PERE, WI 54115
PRESIDENT, DIRECTOR15$0
MICHAEL D LEMAY
512 N ERIE STREET, DE PERE, WI 54115
VICE PRESIDENT, DIRECTOR1$0
DAVID A SAUTER
255 TRADERS POINT LANE, GREEN BAY, WI 54302
SECY./TREAS., DIRECTOR2$0

Address and contacts

Address (IRS master file)
2130 LOST DAUPHIN ROAD 6D, DE PERE, WI 54115-8101
Signed the 990-PF
JOHN G LOCHNER, PRESIDENT
Phone
(920) 562-5622
Return prepared by
HAWKINS ASH CPAS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-0712976
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$381,780
Income (IRS master file)
$64,210

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$64,210$85,654$381,780XML
990-PFDecember 2023$161,801$44,582$403,224XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$64,351$30,066$252,936XML
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 27-0712976).

Questions about LEGACY GROUP OF AMERICA FOUNDATION INC

What is the EIN of LEGACY GROUP OF AMERICA FOUNDATION INC?
The employer identification number (EIN) of LEGACY GROUP OF AMERICA FOUNDATION INC is 27-0712976.
Is LEGACY GROUP OF AMERICA FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to LEGACY GROUP OF AMERICA FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does LEGACY GROUP OF AMERICA FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LEGACY GROUP OF AMERICA FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEGACY GROUP OF AMERICA FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LEGACY GROUP OF AMERICA FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does LEGACY GROUP OF AMERICA FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $64,210, expenses of $85,654 and total assets of $381,780 at year end.

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