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Nonprofit · EIN 27-0331346

THE LIEGL FAMILY FOUNDATION INC

Tax-exempt · WILMETTE, IL 60091

Financials

$12.4M$1.1M2023$26.6M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of THE LIEGL FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$26,578,059$1,487,329$25,090,730$49,120,332$0$49,120,332
December 31, 2023990-PF$12,352,612$1,100,361$11,252,251$34,248,945$0$34,248,945
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$11,359,937
Dividends
$754,076
Interest
$183,758
Net gain from sales of assets
$14,279,891
Other income
$397

Expenses

Grants and similar amounts paid
$1,149,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,149,000
Excise tax on investment income
$209,527

Balance sheet and other

Total assets, start of year
$34,248,945
Total assets, end of year
$49,120,332
Total liabilities, end of year
$0
Net assets, end of year
$49,120,332
Fair market value of assets
$49,120,332
Qualifying distributions
$1,149,000
Net investment income
$15,198,218

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
SHARON E LIEGL
PO BOX 10 1241 CENTRAL AVENUE, WILMETTE, IL 60091
PRESIDENT1$0
PETER J LIEGL
PO BOX 10 1241 CENTRAL AVENUE, WILMETTE, IL 60091
PRESIDENT (THRU 11/18/2024)1$0
LISA LIEGL REES
PO BOX 10 1241 CENTRAL AVENUE, WILMETTE, IL 60091
TREASURER & SECRETARY1$0
JAMES L POWERS
PO BOX 10 1241 CENTRAL AVENUE, WILMETTE, IL 60091
TREASURER (THRU 12/05/2024)1$0
LOGAN REES
PO BOX 10 1241 CENTRAL AVENUE, WILMETTE, IL 60091
BOARD MEMBER1$0
KATHRYN M LAUGHNER
PO BOX 10 1241 CENTRAL AVENUE, WILMETTE, IL 60091
BOARD MEMBER (THRU 12/05/2024)1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
PETER J LIEGL
55470 COUNTY ROAD 1 PO BOX 3030, ELKHART, IN 46515
PRESIDENT1$0
JAMES L POWERS
55470 COUNTY ROAD 1 PO BOX 3030, ELKHART, IN 46515
TREASURER1$0
SHARON E LIEGEL
55470 COUNTY ROAD 1 PO BOX 3030, ELKHART, IN 46515
SECRETARY1$0
KATHRYN M LAUGHNER
55470 COUNTY ROAD 1 PO BOX 3030, ELKHART, IN 46515
BOARD MEMBER1$0
LISA LIEGL REES
55470 COUNTY ROAD 1 PO BOX 3030, ELKHART, IN 46515
BOARD MEMBER1$0
LOGAN REES
55470 COUNTY ROAD 1 PO BOX 3030, ELKHART, IN 46515
BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 10, WILMETTE, IL 60091-0010
Signed the 990-PF
LISA LIEGL REES, TREASURER & SECRETARY
Phone
(312) 208-9708
Return prepared by
CROWE 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
27-0331346
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$49,120,332
Income (IRS master file)
$33,497,472

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$26,578,059$1,487,329$49,120,332IRS
990-PFDecember 2023$12,352,612$1,100,361$34,248,945XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 27-0331346).

Questions about THE LIEGL FAMILY FOUNDATION INC

What is the EIN of THE LIEGL FAMILY FOUNDATION INC?
The employer identification number (EIN) of THE LIEGL FAMILY FOUNDATION INC is 27-0331346.
Is THE LIEGL FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to THE LIEGL FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE LIEGL FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE LIEGL FAMILY 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 THE LIEGL FAMILY 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 THE LIEGL FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does THE LIEGL FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,578,059, expenses of $1,487,329 and total assets of $49,120,332 at year end.

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