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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-7415837

LACY FOUNDATION

Tax-exempt · INDIANAPOLIS, IN 46204

Financials

$761K$738K2023$1M$557K2024
Revenue Expenses · by fiscal year end
Financials of LACY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,019,499$557,385$462,114$12,206,189$0$12,206,189
December 31, 2023990-PF$760,863$737,579$23,284$11,744,075$0$11,744,075
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$279,050
Interest
$667
Net gain from sales of assets
$739,782

Expenses

Grants and similar amounts paid
$473,715
Compensation of officers, directors and key employees
$60,000
Disbursements for charitable purposes
$476,306
Excise tax on investment income
$13,864

Balance sheet and other

Total assets, start of year
$11,744,075
Total assets, end of year
$12,206,189
Total liabilities, end of year
$0
Net assets, end of year
$12,206,189
Fair market value of assets
$17,668,151
Qualifying distributions
$476,306
Net investment income
$1,019,499

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
JILL S LACY
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
PRESIDENT0$60,000
JEFFREY DIBLE
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
TRUSTEE0$0
ROBERT S KASPAR
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
TRUSTEE0$0
M E ECCLES
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
TRUSTEE0$0
HOWARD J LACY IV
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JILL S LACY
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
PRESIDENT0$60,000
JEFFREY DIBLE
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
TRUSTEE0$0
ROBERT J KASPAR
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
TRUSTEE0$0
M E ECCLES
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
TRUSTEE0$0
HOWARD J LACY IV
54 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204
TRUSTEE0$0

Address and contacts

Address (IRS master file)
54 MONUMENT CIR STE 900, INDIANAPOLIS, IN 46204-2942
In care of
% LDI LTD LLC
Signed the 990-PF
JILL LACY, PRESIDENT
Phone
(317) 237-5400
Return prepared by
WCG 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
23-7415837
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
1975
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,206,189
Income (IRS master file)
$8,378,838

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,019,499$557,385$12,206,189IRS
990-PFDecember 2023$760,863$737,579$11,744,075XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 23-7415837).

Questions about LACY FOUNDATION

What is the EIN of LACY FOUNDATION?
The employer identification number (EIN) of LACY FOUNDATION is 23-7415837.
Is LACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to LACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LACY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LACY 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 LACY 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 LACY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $60,000 (JILL S LACY, PRESIDENT).
How much revenue does LACY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,019,499, expenses of $557,385 and total assets of $12,206,189 at year end.

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