Mary Pauly Lacy Foundation Inc

C O Jere D Mcgaffey Foley & Lardner

Milwaukee, WI
Tax-exempt since March 1993
EIN: 39-1744801

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$54.5k (2024)

Expenses

$70k (2024)

Total Assets

$298k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$54,518

Expenses

$70,043

Net Income

-$15,525

Net Assets

$297,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,719	16.0%
Sales of Assets	$45,799	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,918	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$297,910
Total Liabilities	$0
Net Assets	$297,910

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Knight (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy Meyer (Vice President, Director)	$0	$0

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990-PF

Filed on March 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$101,339

Expenses

$392,682

Net Income

-$291,343

Net Assets

$313,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,253	4.2%
Interest Revenue	$0
Dividends	$9,690	9.6%
Sales of Assets	$86,819	85.7%
Other Income	$577	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$388,681	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$313,435
Total Liabilities	$0
Net Assets	$313,435

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Knight (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy Meyer (Vice President, Director)	$0	$0

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990-PF

Filed on March 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$42,316

Expenses

$112,010

Net Income

-$69,694

Net Assets

$604,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,893	9.2%
Interest Revenue	$0
Dividends	$10,683	25.2%
Sales of Assets	$27,740	65.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,904	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$604,778
Total Liabilities	$0
Net Assets	$604,778

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Knight (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy Meyer (Vice President, Director)	$0	$0

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990-PF

Filed on July 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$81,512

Expenses

$74,558

Net Income

$6,954

Net Assets

$674,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,061	3.8%
Interest Revenue	$0
Dividends	$17,883	21.9%
Sales of Assets	$60,568	74.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,618	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$674,472
Total Liabilities	$0
Net Assets	$674,472

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Knight (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy Meyer (Vice President, Director)	$0	$0

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990-PF

Filed on March 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

-$13,994

Expenses

$63,778

Net Income

-$77,772

Net Assets

$667,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,061
Interest Revenue	$0
Dividends	$12,663
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,338	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$667,518
Total Liabilities	$1
Net Assets	$667,517

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Knight (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy Meyer (Vice President, Director)	$0	$0

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990-PF

Filed on Feb. 22, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$38,897

Expenses

$196,458

Net Income

-$157,561

Net Assets

$745,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,330	11.1%
Interest Revenue	$0
Dividends	$14,732	37.9%
Sales of Assets	$19,835	51.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,999	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$745,290
Total Liabilities	$1
Net Assets	$745,289

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Lacy (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy (Vice President, Director)	$0	$0

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990-PF

Filed on Feb. 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$156,904

Expenses

$129,437

Net Income

$27,467

Net Assets

$902,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$103,025	65.7%
Interest Revenue	$0
Dividends	$18,061	11.5%
Sales of Assets	$35,818	22.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,558	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$902,851
Total Liabilities	$0
Net Assets	$902,851

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Lacy (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy (Vice President, Director)	$0	$0

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990-PF

Filed on June 27, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$463,935

Expenses

$44,149

Net Income

$419,786

Net Assets

$876,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$229,327	49.4%
Interest Revenue	$0
Dividends	$21,806	4.7%
Sales of Assets	$212,802	45.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,570	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$876,238
Total Liabilities	$0
Net Assets	$876,238

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Lacy (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy (Vice President, Director)	$0	$0

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990-PF

Filed on June 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$62,286

Expenses

$33,101

Net Income

$29,185

Net Assets

$540,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$38,590	62.0%
Interest Revenue	$0
Dividends	$9,672	15.5%
Sales of Assets	$14,024	22.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,052
Total Liabilities	$0
Net Assets	$540,052

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Lacy (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy (Vice President, Director)	$0	$0

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990-PF

Filed on July 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$32,222

Expenses

$35,431

Net Income

-$3,209

Net Assets

$510,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$10,380	32.2%
Sales of Assets	$21,841	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$512,342
Total Liabilities	$1,475
Net Assets	$510,867

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Lacy (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy (Vice President, Director)	$0	$0

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990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$54,454

Expenses

$30,297

Net Income

$24,157

Net Assets

$514,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$12,657	23.2%
Sales of Assets	$41,796	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,000	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$514,076
Total Liabilities	$0
Net Assets	$514,076

Compensation

Key Employees and Officers	Compensation	Other
Mary E Lacy (President, Director)	$0	$0
Sara Kate Lacy (Vice President, Director)	$0	$0
Thomas Lacy (Secretary, Director)	$0	$0
David Lacy (Treasurer, Director)	$0	$0
Margaret Lacy (Vice President, Director)	$0	$0

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990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$21,716

Expenses

$29,578

Net Income

-$7,862

Net Assets

$489,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$10,836	49.9%
Sales of Assets	$10,879	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,880	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$516,352
Total Liabilities	$26,433
Net Assets	$489,919

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$32,560

Expenses

$27,827

Net Income

$4,733

Net Assets

$497,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$11,054	33.9%
Sales of Assets	$21,214	65.2%
Other Income	$291	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,010	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$497,782
Total Liabilities	$0
Net Assets	$497,782

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,766

Expenses

$25,991

Net Income

-$20,225

Net Assets

$493,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$10,276	> 100%
Sales of Assets	$0
Other Income	$378	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,010	92.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,001
Total Liabilities	$0
Net Assets	$493,001

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Updated November 19, 2025

Mary Pauly Lacy Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $54.5k (2024)

Expenses $70k (2024)

Total Assets $298k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$54.5k (2024)

Expenses

$70k (2024)

Total Assets

$298k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001