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The Legacy Fund

Organization Details
Purpose
Promote state and local candidates
Email
-
Leadership

Last updated 2012

Herb Simon
Chair
Philip Lloyd
Secretary/Treasurer
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Financial Overview
All-Time Contributions
$474,850
All-Time Expenditures
$510,184
Top Contributors

Aggregation is done by name and will not account for significant variations in reported names.

Largest Recipients

Aggregation is done by name and will not account for significant variations in reported names.

Insights

Contributions & Expenditures

Explore all contributions to and expenditures by The Legacy Fund since 2005.

All time Last 5 years
Contributions (All time)
$474,850
Expenditures (All time)
$510,184

Search all contributors, including those who made in-kind contributions of goods and services. Those who gave less than $200 per year may be reported in aggregate. Read more about the information required in these filings.

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Contributor States (0)
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Years (0)
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Search all expenditures. Expenditures under $500 may be reported in aggregate. Read more about the information required in these filings.

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Recipient States (0)
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IRS disclosures

All electronic form 8872s that The Legacy Fund has filed with the IRS. Organizations may file monthly or quarterly during general-election (even-numbered) years, and monthly or semiannually during nonelection (odd-numbered) years.

Data only includes electronic filings. To look for paper reports, try the IRS’ search function.

2011

  • $5,000 in contributions
  • $5,792 in expenditures
End-of-year report
July 1, 2011 to December 31, 2011
Total contributions
$0
Total expenditures
$0
Final report
January 1, 2011 to June 30, 2011
Total contributions
$5,000
Total expenditures
$5,792

2010

  • $1,000 in contributions
  • $24,081 in expenditures
End-of-year report
November 23, 2010 to December 31, 2010
Total contributions
$0
Total expenditures
$0
Post-election report (WA)
October 14, 2010 to November 22, 2010
Total contributions
$0
Total expenditures
$0
October 1, 2010 to October 13, 2010
(General election: November 2, 2010)
Total contributions
$1,000
Total expenditures
$800
July 1, 2010 to September 30, 2010
Total contributions
$0
Total expenditures
$3,175
April 1, 2010 to June 30, 2010
Total contributions
$0
Total expenditures
$8,553
January 1, 2010 to March 31, 2010
Total contributions
$0
Total expenditures
$11,553

2009

  • $30,000 in contributions
  • $50,828 in expenditures
July 1, 2009 to December 31, 2009
Total contributions
$30,000
Total expenditures
$6,500
January 1, 2009 to June 30, 2009
Total contributions
$0
Total expenditures
$44,328

2008

  • $68,900 in contributions
  • $143,732 in expenditures
November 25, 2008 to December 31, 2008
Total contributions
$0
Total expenditures
$8,247
October 16, 2008 to November 24, 2008
Total contributions
$0
Total expenditures
$5,000
October 1, 2008 to October 15, 2008
(General election: November 4, 2008)
Total contributions
$0
Total expenditures
$10,351
July 1, 2008 to September 30, 2008
Total contributions
$10,000
Total expenditures
$74,614
April 1, 2008 to June 30, 2008
Total contributions
$53,900
Total expenditures
$22,206
January 1, 2008 to March 31, 2008
Total contributions
$5,000
Total expenditures
$23,314

2007

  • $96,750 in contributions
  • $104,193 in expenditures
July 1, 2007 to December 31, 2007
Total contributions
$85,450
Total expenditures
$57,526
January 1, 2007 to June 30, 2007
Total contributions
$11,300
Total expenditures
$46,667

2006

  • $186,200 in contributions
  • $133,950 in expenditures
November 28, 2006 to December 31, 2006
Total contributions
$10,700
Total expenditures
$13,104
October 19, 2006 to November 27, 2006
Total contributions
$10,000
Total expenditures
$6,000
Previous reports available
This is the last report submitted for this period (processed December 6, 2006 at 12:35PM). Expand to see 2 other reports that overlap in this date range.
Post-election report (WA)
October 19, 2006 to November 27, 2006
Total contributions
$10,000
Total expenditures
$0
2nd report
This report was processed December 5, 2006 at 05:53PM.
Post-election report (WA)
October 19, 2006 to November 27, 2006
Total contributions
$0
Total expenditures
$6,000
1st report
This report was processed December 5, 2006 at 05:11PM.
October 1, 2006 to October 18, 2006
(General election: November 7, 2006)
Total contributions
$0
Total expenditures
$11,600
August 31, 2006 to September 30, 2006
Total contributions
$10,000
Total expenditures
$10,320
July 1, 2006 to August 30, 2006
(Primary election: September 19, 2006)
Total contributions
$8,000
Total expenditures
$24,217
April 1, 2006 to June 30, 2006
Total contributions
$82,000
Total expenditures
$17,300
January 1, 2006 to March 31, 2006
Total contributions
$65,500
Total expenditures
$51,409

2005

  • $87,000 in contributions
  • $47,608 in expenditures
July 1, 2005 to December 31, 2005
Total contributions
$17,000
Total expenditures
$44,353
April 1, 2005 to June 30, 2005
Total contributions
$70,000
Total expenditures
$3,255

Tax-exempt political organizations that report receiving $25,000 or more a year must file Form 990, unless they meet certain criteria.

ProPublica found 4 form 990s on the IRS website filed by The Legacy Fund. To search for additional Form 990s, try the IRS’ search function.

Date Created
September 30, 2013 View form
June 17, 2009 View form
June 17, 2009 View form
June 26, 2008 View form

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About This Data


What is a 527?

A 527 is a nonprofit formed under Section 527 of the Internal Revenue Code, which grants tax-exempt status to organizations whose primary purpose is attempting to influence the election of one or more people to public office at the national, state or local level. But contributions to these organizations are not considered tax-deductible, unlike gifts to charities.

What organizations are in the 527 Explorer?

This database covers tax-exempt political organizations organized under Section 527, excluding organizations that are regulated by the Federal Election Commission (like federal PACs are); that expect to receive less than $25,000 in annual contributions; that are nonpolitical nonprofits, like charities; or that are political committees for a state or local candidate or a political party. An organization’s state is taken from the address reported on its most recent form 8871.

What organizations report itemized contributions and expenditures?

Tax-exempt political organizations, other than qualified state or local political organizations, that have filed for tax-exempt status with the IRS under Section 527 must file Form 8872 to disclose any expenditures made or contributions received. A qualified state or local political organization is one whose political activities relate solely to state or local public office and that routinely files publicly available reports with one or more states. For state-by-state information on tax-exempt political organizations and their filings, see the IRS’ listings.

Note: Only electronic filings are included in this data. While many organizations filed electronically before 2020, electronic filing for all organizations was only required beginning in January 2020. Therefore, some contributions and expenditures made prior to 2020 may not be reflected in this data.

Note: We make a best-effort attempt to not display street-level addresses for payments labeled as "salary."

How are the totals calculated?

An organization’s total contributions and expenditures are calculated by summing up the most recent report filed for each reporting period. However, organizations sometimes file reports for overlapping dates or reports that duplicate data. For any date range, the most recently filed report is marked. Duplicate contributions or expenditures (ones that have the exact same name, amount and date but show up in multiple reports) have been removed from the calculated totals.

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