AUMdb

Pats Legacy

EIN 475125790 · 501(c)(3) · Private foundation · Round Top, TX · recognized 2016

Assets
$2.1M
Revenue
$189K
Expenses
$99.3K
Investment income
$60.7K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Shannon Simar President, v.p., director, $0 $0
Suzanne Simar Director, secretary $0 $0
Kristen Simar Director $0 $0
Tanya Faulkner Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $2.1M $189K $99.3K 990 990PF · obj 202503179349102390 IRS ↗
12/31/2023 $1.8M $146K $85.6K 990 990PF · obj 202540339349100054 IRS ↗