Nonprofit · EIN 75-2681517
JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION
Also known as LACERTE LAWRENCE TTEE
Tax-exempt · DALLAS, TX 75254
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $512,321 | $136,650 | $375,671 | $778,843 | $0 | $778,843 |
| December 31, 2023 | 990-PF | $33,956 | $719,068 | -$685,112 | $457,652 | $0 | $457,652 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $493,080
- Dividends
- $1,200
- Interest
- $18,041
Expenses
- Grants and similar amounts paid
- $135,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $135,000
- Excise tax on investment income
- $245
Balance sheet and other
- Total assets, start of year
- $457,652
- Total assets, end of year
- $778,843
- Total liabilities, end of year
- $0
- Net assets, end of year
- $778,843
- Fair market value of assets
- $778,843
- Qualifying distributions
- $135,000
- Net investment income
- $19,241
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | OFF/DIR/PRES/TREAS | 0.5 | $0 |
| JOYCE LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | OFF/DIR/VP/SEC | 0.5 | $0 |
| MEGAN BARRIE-SCHWARZ 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIR/ASST. SECRETARY | 0.5 | $0 |
| AJ LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| MONROE LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| MADISON LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| QUINCY LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| ADAM LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| JOHN LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | OFF/DIR/PRES/TREAS | 0.5 | $0 |
| JOYCE LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | OFF/DIR/VP/SEC | 0.5 | $0 |
| MEGAN BARRIE-SCHWARZ 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIR/ASST. SECRETARY | 0.5 | $0 |
| AJ LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| MONROE LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| MADISON LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| QUINCY LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| ADAM LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
| JOHN LACERTE 4970 LANDMARK PLACE, DALLAS, TX 75254 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4970 LANDMARK PL, DALLAS, TX 75254-6905
- Signed the 990-PF
- LAWRENCE LACERTE, PRESIDENT
- Phone
- (214) 987-4567
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 | Not 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
- 75-2681517
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $778,843
- Income (IRS master file)
- $512,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $33,956 | $719,068 | $457,652 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION
- What is the EIN of JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION is 75-2681517.
- Is JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOYCE & LAWRENCE LACERTE CHARITABLE 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 JOYCE & LAWRENCE LACERTE CHARITABLE 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 JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does JOYCE & LAWRENCE LACERTE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $512,321, expenses of $136,650 and total assets of $778,843 at year end.
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