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Nonprofit · EIN 20-0520075

LEGACY FOUNDATION

Tax-exempt · PLYMOUTH MTNG, PA 19462

Financials

$189K$147K2023$281K$152K2024
Revenue Expenses · by fiscal year end
Financials of LEGACY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$281,394$151,756$129,638$1,681,040$0$1,681,040
December 31, 2023990-PF$188,990$146,950$42,040$1,523,976$81$1,523,895
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$77,700
Dividends
$36,060
Net gain from sales of assets
$96,794
Other income
$70,840

Expenses

Grants and similar amounts paid
$59,243
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$61,683
Excise tax on investment income
$1,814

Balance sheet and other

Total assets, start of year
$1,523,976
Total assets, end of year
$1,681,040
Total liabilities, end of year
$0
Net assets, end of year
$1,681,040
Fair market value of assets
$1,681,040
Qualifying distributions
$61,683
Net investment income
$132,854

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
MICHAEL PIOTROWICZ
5 APOLLO ROAD SUITE 100, PLYMOUTH MEETING, PA 19462
PRESIDENT0.5$0
PAMELA PIOTROWICZ
5 APOLLO ROAD SUITE 100, PLYMOUTH MEETING, PA 19462
VICE PRESIDENT0.25$0
JANE EVANS
5 APOLLO ROAD SUITE 100, PLYMOUTH MEETING, PA 19462
SECRETARY AND TREASURER0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MICHAEL PIOTROWICZ
5 APOLLO ROAD SUITE 100, PLYMOUTH MEETING, PA 19462
PRESIDENT0.5$0
PAMELA PIOTROWICZ
5 APOLLO ROAD SUITE 100, PLYMOUTH MEETING, PA 19462
VICE PRESIDENT0.25$0
JANE EVANS
5 APOLLO ROAD SUITE 100, PLYMOUTH MEETING, PA 19462
SECRETARY AND TREASURER0.5$0

Address and contacts

Address (IRS master file)
5 APOLLO RD STE 100, PLYMOUTH MTNG, PA 19462-2390
In care of
% MICHAEL PIOTROWICZ
Signed the 990-PF
MICHAEL PIOTROWICZ, PRESIDENT
Phone
(610) 943-3000
Return prepared by
CBIZ ADVISORS LLC

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
20-0520075
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,681,040
Income (IRS master file)
$527,189

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$188,990$146,950$1,523,976IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LEGACY FOUNDATION

What is the EIN of LEGACY FOUNDATION?
The employer identification number (EIN) of LEGACY FOUNDATION is 20-0520075.
Is LEGACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to LEGACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEGACY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEGACY FOUNDATION 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 FOUNDATION 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 FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does LEGACY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $281,394, expenses of $151,756 and total assets of $1,681,040 at year end.

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