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Joyce & Lawrence Lacerte Charitable Foundation

Lacerte Lawrence Ttee
  • Dallas, TX
  • Tax-exempt since Jan. 1997
  • EIN: 75-2681517

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$34k (2023)

Expenses
$719k (2023)

Total Assets
$458k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,956
Expenses
$719,068
Net Income
-$685,112
Net Assets
$457,652
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $33,956
100%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $697,418
97.0%
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 $457,652
Total Liabilities $0
Net Assets $457,652
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Off/Dir/Pres/Treas) $0 $0
Joyce Lacerte (Off/Dir/Vp/Sec) $0 $0
Megan Barrie Schwarz (Dir/Asst. Secretary) $0 $0
Aj Lacerte (Director) $0 $0
Monroe Lacerte (Director) $0 $0
Madison Lacerte (Director) $0 $0
Quincy Lacerte (Director) $0 $0
Adam Lacerte (Director) $0 $0
John Lacerte (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,535,920
Expenses
$941,742
Net Income
$2,594,178
Net Assets
$1,142,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,311,783
65.4%
Interest Revenue $8,019
0.2%
Dividends $275,598
7.8%
Sales of Assets $940,520
26.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $864,208
91.8%
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 $1,142,764
Total Liabilities $0
Net Assets $1,142,764
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Off/Dir/Pres/Treas) $0 $0
Joyce Lacerte (Off/Dir/Vp/Sec) $0 $0
Megan Barrie Schwarz (Dir/Asst. Secretary) $0 $0
Aj Lacerte (Director) $0 $0
Monroe Lacerte (Director) $0 $0
Madison Lacerte (Director) $0 $0
Quincy Lacerte (Director) $0 $0
Adam Lacerte (Director) $0 $0
John Lacerte (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,993,294
Expenses
$491,017
Net Income
$1,502,277
Net Assets
$815,700
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,405,421
70.5%
Interest Revenue $62
0.0%
Dividends $1,500
0.1%
Sales of Assets $586,311
29.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $487,895
99.4%
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 $815,700
Total Liabilities $0
Net Assets $815,700
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Off/Dir/Pres/Treas) $0 $0
Joyce Lacerte (Off/Dir/Vp/Sec) $0 $0
Megan Barrie Schwarz (Dir/Asst. Secretary) $0 $0
Aj Lacerte (Director) $0 $0
Monroe Lacerte (Director) $0 $0
Madison Lacerte (Director) $0 $0
Quincy Lacerte (Director) $0 $0
Adam Lacerte (Director) $0 $0
John Lacerte (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$1,375
Net Income
-$1,374
Net Assets
$7,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $250
18.2%
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 $7,741
Total Liabilities $1
Net Assets $7,740
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Off/Dir/Pres/Treas) $0 $0
Joyce Lacerte (Off/Dir/Vp/Sec) $0 $0
Megan Barrie Schwarz (Dir/Asst. Secretary) $0 $0
Aj Lacerte (Director) $0 $0
Monroe Lacerte (Director) $0 $0
Madison Lacerte (Director) $0 $0
Quincy Lacerte (Director) $0 $0
Adam Lacerte (Director) $0 $0
John Lacerte (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$15,138
Net Income
-$15,137
Net Assets
$9,115
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,250
67.7%
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 $9,116
Total Liabilities $1
Net Assets $9,115
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Off/Dir/Pres/Treas) $0 $0
Joyce Lacerte (Off/Dir/Vp/Sec) $0 $0
Megan Barrie Schwarz (Dir/Asst. Secretary) $0 $0
Aj Lacerte (Director) $0 $0
Monroe Lacerte (Director) $0 $0
Madison Lacerte (Director) $0 $0
Quincy Lacerte (Director) $0 $0
Adam Lacerte (Director) $0 $0
John Lacerte (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 16, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$5,000
Net Income
-$5,000
Net Assets
$24,254
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,000
100%
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 $24,254
Total Liabilities $0
Net Assets $24,254
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Off/Dir/Pres/Treas) $0 $0
Joyce Lacerte (Off/Dir/Vp/Sec) $0 $0
Megan Barrie Schwarz (Dir/Asst. Secretary) $0 $0
Aj Lacerte (Director) $0 $0
Monroe Lacerte (Director) $0 $0
Madison Lacerte (Director) $0 $0
Quincy Lacerte (Director) $0 $0
Adam Lacerte (Director) $0 $0
John Lacerte (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$7,405
Net Income
-$7,405
Net Assets
$29,254
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,250
84.4%
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 $29,254
Total Liabilities $0
Net Assets $29,254
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Off/Dir/Pres/Treas) $0 $0
Joyce Lacerte (Off/Dir/Vp/Sec) $0 $0
Megan Barrie Schwarz (Dir/Asst. Secretary) $0 $0
Aj Lacerte (Director) $0 $0
Monroe Lacerte (Director) $0 $0
Madison Lacerte (Director) $0 $0
Quincy Lacerte (Director) $0 $0
Adam Lacerte (Director) $0 $0
John Lacerte (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$250,000
Expenses
$8,611
Net Income
$241,389
Net Assets
$36,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $250,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,500
29.0%
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 $36,659
Total Liabilities $0
Net Assets $36,659
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Dir/Pres/Treas) $0 $0
Joyce Lacerte (Dir/Vp/Sec) $0 $0
Lena Baca (Dir/Asst Treas) $0 $0

Document Links

990-PF
Filed on May 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$5,000
Net Income
-$5,000
Net Assets
-$204,730
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,000
100%
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 $20,270
Total Liabilities $225,000
Net Assets -$204,730
Compensation
Key Employees and Officers Compensation Other
Lawrence Lacerte (Dir/Pres/Treas) $0 $0
Joyce Lacerte (Dir/Vp/Sec) $0 $0
Lena Baca (Dir/Asst Treas) $0 $0

Document Links

990-PF
Filed on July 25, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$15,073
Net Income
-$15,073
Net Assets
-$199,730
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,073
100%
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 $25,270
Total Liabilities $225,000
Net Assets -$199,730

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,420
Expenses
$68,886
Net Income
-$65,466
Net Assets
-$184,656
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,420
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,426
> 100%
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 $15,344
Total Liabilities $200,000
Net Assets -$184,656

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,743
Expenses
$10,853
Net Income
-$110
Net Assets
-$119,181
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,733
99.9%
Interest Revenue $0
Dividends $10
0.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,853
100%
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 $80,819
Total Liabilities $200,000
Net Assets -$119,181

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,475,842
Expenses
$706,932
Net Income
$768,910
Net Assets
-$119,071
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,475,826
100.0%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $706,932
100%
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 $80,929
Total Liabilities $200,000
Net Assets -$119,071

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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