Legacy Investment for a Virtuous

MILWAUKEE, WI EIN: 83-0658111

Legacy Investment for a Virtuous is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.1M in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $178K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.1M

-0.6% YoY

Annual Giving

$50K

Grant Count

Avg Grant Size

$50K

Under IRS private-foundation payout rules, Legacy Investment for a Virtuous reported a distributable amount of $483K for 2024 — the minimum it must pay out in qualifying distributions.

About Legacy Investment for a Virtuous

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $50K (83%)

Georgia $10K (17%)

States

Georgia Wisconsin

Cities

AtlantaFond Du Lac

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,095,372	$7,135,271	$7,087,075
Revenue	$180,011	$179,555	$465,267
Expenses	$219,910	$135,051	$60,938
Qualifying Distributions	$213,444	$132,016	$57,877
Net Investment Income	$178,439	$181,659	$121,340
Distributable Amount	$483,177	$416,014	$404,957

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fond Du Lac Area Foundation ($50,000).

Recipient	Purpose	Amount
FOND DU LAC AREA FOUNDATION FOND DU LAC, WI	SUPPORT THE LIVS FUND	$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RICHARD R PIEPER JR	PRESIDENT	1	—
ALEXANDRA PIEPER	VICE PRESIDENT	1	—
ANN PIEPER EISENBROWN	TREASURER	1	—
BRIDGET SULLIVAN	SECRETARY	1	—
RICHARD PIEPER SR	DIRECTOR	1	—

Frequently Asked Questions

How large is Legacy Investment for a Virtuous?

As of 2024, Legacy Investment for a Virtuous holds $7.1M in total assets with $180K in annual revenue. It awarded 1 grants totaling $50K in 2024.

Where does Legacy Investment for a Virtuous operate?

Legacy Investment for a Virtuous has awarded grants in Georgia, Wisconsin.

What size grants does Legacy Investment for a Virtuous award?

In 2024, Legacy Investment for a Virtuous awarded 1 grants totaling $50K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Legacy Investment for a Virtuous required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Legacy Investment for a Virtuous reported a distributable amount of $483K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Legacy Investment for a Virtuous's EIN?

Legacy Investment for a Virtuous's EIN (Employer Identification Number) is 83-0658111. IRS Form 990 filing data is available on this page for 2020–2024.