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Nonprofit · EIN 47-3843447

LEGACY ENHANCEMENT

Tax-exempt · HOUSTON, TX 77056

Financials

$5.7M$4.5M2023$6.4M$5.9M2024
Revenue Expenses · by fiscal year end
Financials of LEGACY ENHANCEMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,448,868$5,901,754$547,114$519,209,800$516,907,653$2,302,147
December 31, 2023990-PF$5,703,632$4,547,598$1,156,034$2,025,595$187,104$1,838,491
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$6,298,056
Interest
$150,812

Expenses

Grants and similar amounts paid
$472,394
Compensation of officers, directors and key employees
$280,750
Salaries, compensation and benefits (total)
$1,655,785
Disbursements for charitable purposes
$472,394
Excise tax on investment income
$1,487

Balance sheet and other

Total assets, start of year
$2,025,595
Total assets, end of year
$519,209,800
Total liabilities, end of year
$516,907,653
Net assets, end of year
$2,302,147
Fair market value of assets
$519,253,653
Qualifying distributions
$472,394
Net investment income
$106,959

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 / weekCompensationOther / benefits
CHRISTIAN BRUNS
3109 AVALON, HOUSTON, TX 77019
PRESIDENT50$343,875$63,125
ANDREA K METCALF
1017 WAYNE AVE, MONACA, PA 15061
TRUST ADMINISTRATOR
Highest-paid employee
50$238,000$40,493
JUDITH RICE
910 BARCLAY HILL ROAD, BEAVER, PA 15009
TRUST OFFICER
Highest-paid employee
40$125,269$16,433
CARRIE D MCPHERSON
506 ALLEN AVE, MONACA, PA 15061
TRUST OFFICER
Highest-paid employee
40$96,669$23,840
LEDITH VENTURA
29 BAYOU POINTE DR, HOUSTON, TX 77063
TRUST OFFICER
Highest-paid employee
40$95,625$18,369
DANIELLE TEITELBAUM
5001 PENDLETON WAY APT 5302, CRANBERRY TOWNSHIP, PA 16066
TRUST OFFICER
Highest-paid employee
40$79,283$11,069
BRIAN POLAREK
1400 POST OAK BLVD STE 450, HOUSTON, TX 77056
DIRECTOR0$0$0
RAY PEACOE
1400 POST OAK BLVD STE 450, HOUSTON, TX 77056
DIRECTOR0$0$0
PAUL SALEH
1400 POST OAK BLVD STE 450, HOUSTON, TX 77056
DIRECTOR0$0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
CHRISTIAN BRUNS
1775 ST JAMES PLACE SUITE 103, HOUSTON, TX 77056
PRESIDENT50$275,063$40,688
ANDREA K METCALF
1017 WAYNE AVE, MONACA, PA 15061
TRUST ADMINISTRATOR
Highest-paid employee
50$195,884$24,187
JUDITH RICE
910 BARCLAY HILL ROAD, BEAVER, PA 15009
TRUST OFFICER
Highest-paid employee
40$95,822$9,940
CARRIE D MCPHERSON
506 ALLEN AVE, MONACA, PA 15061
TRUST OFFICER
Highest-paid employee
40$81,447$15,123
NICOLE D METCALF
1130 VIRGINIA AVE, MONACA, PA 15061
TRUST OFFICER
Highest-paid employee
40$76,409$24,849
DAWN A THOMPSON
1000 KNOLL ST 1000, ALIQUIPPA, PA 15001
TRUST OFFICER
Highest-paid employee
40$72,142$17,159
BRIAN POLAREK
1775 ST JAMES PLACE SUITE 103, HOUSTON, TX 77056
DIRECTOR0$0$0
RAY PEACOE
1775 ST JAMES PLACE SUITE 103, HOUSTON, TX 77056
DIRECTOR0$0$0
PAUL SALEH
1775 ST JAMES PLACE SUITE 103, HOUSTON, TX 77056
DIRECTOR0$0$0

Address and contacts

Address (IRS master file)
1775 SAINT JAMES PL STE 103, HOUSTON, TX 77056-3416
In care of
% CHRISTIAN BRUNS
Signed the 990-PF
CHRISTIAN BRUNS, OFFICER
Phone
(512) 666-5092
Return prepared by
SORREN INC

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
47-3843447
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$519,209,800
Income (IRS master file)
$6,448,868

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,448,868$5,901,754$519,209,800IRS
990-PFDecember 2023$5,703,632$4,547,598$2,025,595XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 47-3843447).

Questions about LEGACY ENHANCEMENT

What is the EIN of LEGACY ENHANCEMENT?
The employer identification number (EIN) of LEGACY ENHANCEMENT is 47-3843447.
Is LEGACY ENHANCEMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to LEGACY ENHANCEMENT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEGACY ENHANCEMENT file?
Form 990-PF. Private foundations file every year.
When is the next return of LEGACY ENHANCEMENT 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 ENHANCEMENT 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 ENHANCEMENT?
The 990-PF for the year ended December 31, 2024 lists 9 people; 6 received compensation from the organization, the highest $343,875 (CHRISTIAN BRUNS, PRESIDENT).
How much revenue does LEGACY ENHANCEMENT have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,448,868, expenses of $5,901,754 and total assets of $519,209,800 at year end.

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