Nonprofit · EIN 39-1744801
MARY PAULY LACY FOUNDATION INC
Also known as C-O JERE D MCGAFFEY FOLEY & LARDNER
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $32,513 | $64,014 | -$31,501 | $266,409 | $0 | $266,409 |
| December 31, 2024 | 990-PF | $54,518 | $70,043 | -$15,525 | $297,910 | $0 | $297,910 |
| December 31, 2023 | 990-PF | $101,339 | $392,682 | -$291,343 | $313,435 | $0 | $313,435 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,606
- Net gain from sales of assets
- $23,907
Expenses
- Grants and similar amounts paid
- $57,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $59,396
- Excise tax on investment income
- $408
Balance sheet and other
- Total assets, start of year
- $297,910
- Total assets, end of year
- $266,409
- Total liabilities, end of year
- $0
- Net assets, end of year
- $266,409
- Fair market value of assets
- $376,264
- Qualifying distributions
- $59,396
- Net investment income
- $32,513
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY E LACY 1840 NORTH PROSPECT DRIVE APT 21D, MILWAUKEE, WI 53202 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| SARA KATE KNIGHT 1087 OAK ST, WINNETKA, IL 60093 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
| THOMAS LACY 2929 N SHEPARD AVE, MILWAUKEE, WI 53211 | SECRETARY, DIRECTOR | 0.5 | $0 |
| DAVID LACY 110 ACACIA AVE, LARKSPUR, CA 94939 | TREASURER, DIRECTOR | 0.5 | $0 |
| MARGARET LACY MEYER 5751 S EDDY ST, SEATTLE, WA 98118 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY E LACY 1840 NORTH PROSPECT DRIVE APT 21D, MILWAUKEE, WI 53202 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| SARA KATE KNIGHT 1087 OAK ST, WINNETKA, IL 60093 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
| THOMAS LACY 2929 N SHEPARD AVE, MILWAUKEE, WI 53211 | SECRETARY, DIRECTOR | 0.5 | $0 |
| DAVID LACY 110 ACACIA AVE, LARKSPUR, CA 94939 | TREASURER, DIRECTOR | 0.5 | $0 |
| MARGARET LACY MEYER 5751 S EDDY ST, SEATTLE, WA 98118 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY E LACY 1840 NORTH PROSPECT DRIVE APT 21D, MILWAUKEE, WI 53202 | PRESIDENT, DIRECTOR | 0.5 | $0 |
| SARA KATE KNIGHT 1087 OAK ST, WINNETKA, IL 60093 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
| THOMAS LACY 2929 N SHEPARD AVE, MILWAUKEE, WI 53211 | SECRETARY, DIRECTOR | 0.5 | $0 |
| DAVID LACY 110 ACACIA AVE, LARKSPUR, CA 94939 | TREASURER, DIRECTOR | 0.5 | $0 |
| MARGARET LACY MEYER 5751 S EDDY ST, SEATTLE, WA 98118 | VICE PRESIDENT, DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1840 NORTH PROSPECT AVE 21D, MILWAUKEE, WI 53202-1975
- In care of
- % JERE D MCGAFFEY
- Signed the 990-PF
- MARY E LACY, PRESIDENT
- Phone
- (414) 351-2337
- Return prepared by
- CLIFTONLARSONALLEN 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1744801
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $266,409
- Income (IRS master file)
- $82,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $32,513 | $64,014 | $266,409 | XML |
| 990-PF | December 2024 | $54,518 | $70,043 | $297,910 | XML |
| 990-PF | December 2023 | $101,339 | $392,682 | $313,435 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 39-1744801).
Questions about MARY PAULY LACY FOUNDATION INC
- What is the EIN of MARY PAULY LACY FOUNDATION INC?
- The employer identification number (EIN) of MARY PAULY LACY FOUNDATION INC is 39-1744801.
- Is MARY PAULY LACY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MARY PAULY LACY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY PAULY LACY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY PAULY LACY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY PAULY LACY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARY PAULY LACY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MARY PAULY LACY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $32,513, expenses of $64,014 and total assets of $266,409 at year end.
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