Legionnaire Insurance Trust
The Legionnaire Insurance Trust's primary exempt purpose is to offer participating American legion members the opportunity to obtain high quality department endorsed insurance products at rates that reflect massive group buying power of the legion departments.
Legionnaire Insurance Trust at a glance
In short: Legionnaire Insurance Trust gave $2.1M across 1 grant in 2025 (avg $2.1M). Source: 2025 IRS Form 990.
- Annual giving (2025)
- $2,107,124
- -41.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,107,124
- -41.7% vs 2024
- Median grant
- $2,107,124
- Total assets
- $4,454,694
- -11.9% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Legionnaire Insurance Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was American Legion by State Department ($2.1M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
How Legionnaire Insurance Trust gives
- Giving fell 42% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.6M (2023) to $3.6M (2022). In 2025 it made 1 grant totaling $2.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Legion by State Department | To Fund State Departments of the American Legion. | $2,107,124 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $4,454,694 | $1,808,320 | $2,407,820 | $2,107,124 | 1 | $121,959 |
| 2024 | $5,059,257 | $2,582,747 | $3,787,337 | $3,613,622 | 1 | $126,874 |
| 2023 | $6,262,084 | $3,785,828 | $1,776,201 | $1,596,422 | 1 | $35,641 |
| 2022 | $4,249,157 | $2,837,936 | $3,840,479 | $3,620,422 | 1 | $14,427 |
| 2021 | $5,351,183 | $1,758,206 | $1,907,882 | $1,770,333 | 1 | $11,207 |
| 2020 | $5,472,897 | $1,921,534 | $1,998,450 | $1,890,634 | 1 | $24,971 |
About Legionnaire Insurance Trust
Based on IRS filings
Legionnaire Insurance Trust is a public charity, based in Oxnard, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 1 grant totaling $2.1M. Net investment income was $122K.
Leadership & Key People
Officers and directors from IRS filings
Legionnaire Insurance Trust is led by Hubert Dagley, Chairman on the 2025 filing; none of the 51 officers listed in 2025 report compensation.
Officers on the 2025 filing
Hubert Dagley
Chairman
New on the 2025 filing
2 hrs/week
No compensation reported
Bill Barbknecht
Trust Director
Director → Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Charles Berry
Trust Director
Director → Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Dean Tuttle
Trust Director
Director → Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Deborah Fielder
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Francis Riddell
Trust Director
Director → Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Frank Nicholson
Trust Director
Director → Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
James Woody Hogan
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Jimmie Foster
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Lionel Motta
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Louis Brault
Trust Director
Director → Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Lowry Finley-Jackson
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Ronald Bradstreet
Trust Director
Director → Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Ronald Runyan
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Sharon Cherrette
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Tony R. Navarrete
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
William West
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2020
2 hrs/week
No compensation reported
Bruce Comer
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2022
2 hrs/week
No compensation reported
Robert Kraemer
Trust Director
Director → Trust Director, 2025
On filings since 2022
2 hrs/week
No compensation reported
Wayne Perra
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2022
2 hrs/week
No compensation reported
Cory Bates
Director
On filings since 2023
2 hrs/week
No compensation reported
John Robinson
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2023
2 hrs/week
No compensation reported
Julie Muhle
Director
On filings since 2023
2 hrs/week
No compensation reported
Terri Clinton
Trust Director
Director → Trust Director, 2025
On filings since 2023
2 hrs/week
No compensation reported
Tom Scanlon
Trust Director
Director → Trust Director, 2025
On filings since 2023
2 hrs/week
No compensation reported
Dewey Moss
Trust Director
Director → Trust Director, 2025
On filings since 2024
2 hrs/week
No compensation reported
Don Herrly
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2024
2 hrs/week
No compensation reported
Duane Cunningham
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2024
2 hrs/week
No compensation reported
Hayden Woods
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2024
2 hrs/week
No compensation reported
Jason Hall
Trust Director
Director → Trust Director, 2025
On filings since 2024
2 hrs/week
No compensation reported
Martin Conatser
Department Adjutant & Trust Director
Director → Department Adjutant & Trust Director, 2025
On filings since 2024
2 hrs/week
No compensation reported
Mike Simon
Director
On filings since 2024
2 hrs/week
No compensation reported
Richard Santos
Department Adjutant & Trust Director
Executive Committee → Department Adjutant & Trust Director, 2025
On filings since 2024
2 hrs/week
No compensation reported
Chad Woodburn
Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Detashia Coleman
Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Flynn Phillips
Department Adjutant & Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
George Duncan
Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Hugh Holmes
Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Jinny Cash
Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Kenneth Connors
Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Mark Cauble
Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Richard Fisher
Department Adjutant & Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Russell Myers
Department Adjutant & Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Sam Flores
Department Adjutant & Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
William Sheets
Trust Director
New on the 2025 filing
2 hrs/week
No compensation reported
Barbara Lombrano
Department Adjutant
Director → Department Adjutant, 2025
On filings since 2020
2 hrs/week
No compensation reported
Jimmy Hawk
Secretary
On filings since 2020
2 hrs/week
No compensation reported
John Derner
Executive Committee
On filings since 2020
2 hrs/week
No compensation reported
Dixon Linden
Interim Td
New on the 2025 filing
2 hrs/week
No compensation reported
Eric Martin
Department Adjutant
New on the 2025 filing
2 hrs/week
No compensation reported
Vanessa Stuart
Department Adjutantr
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (61)
- Former: Bill Frye (2020–2024) — Director
- Former: Bob Renner (2020–2024) — Director
- Former: David Salak (2020–2024) — Director
- Former: George Roundtree (2020–2024) — Director
- Former: Hugh Dagley (2020–2024) — Chairman
- Former: Ken Connors (2020–2024) — Director
- Former: Russ Myers (2020–2024) — Director
- Former: Frank Stancil (2022–2024) — Director
- Former: Fred Nelson (2022–2024) — Director
- Former: David Stein (2023–2024) — Director
- Former: Janet Wilson (2023–2024) — Director
- Former: N. Wayne Jackson (2023–2024) — Director
- Former: Wayne Stevens (2023–2024) — Managing Director
- Former: Bill West (2024) — Director
- Former: Charles Schmidt (2024) — Director
- Former: Doug Hoffman (2024) — Director
- Former: Jimmy Foster (2024) — Director
- Former: Ron Runyan (2024) — Director
- Former: Rudolph Rudy Bourg (2024) — Director
- Former: Braxton Bridgers (2020–2023) — Chairman
- Former: Charles Abrahamson (2020–2023) — Director
- Former: Gary White (2020–2023) — Director
- Former: Marty Conaster (2020–2023) — Director
- Former: Patricia Thurston (2020–2023) — Director
- Former: Ric Santos (2020–2023) — Executive Committee
- Former: Rudy Bourg Sr. (2020–2023) — Director
- Former: Stephen Phillips (2020–2023) — Director
- Former: Robert Haugh (2022–2023) — Director
- Former: Zeste Debro (2022–2023) — Director
- Former: Ben Headen (2023) — Director
- Former: Bob Clark (2023) — Director
- Former: Gary Wolkow (2023) — Director
- Former: Michael Fronabarger (2023) — Director
- Former: Ronald Matthews (2023) — Director
- Former: Dale Chapman (2020–2022) — Director
- Former: Jesse Horton (2020–2022) — Director
- Former: Nathan Gear (2020–2022) — Director
- Former: Neal Tack (2020–2022) — Director
- Former: Pat Smith (2020–2022) — Director
- Former: Randy Knight (2020–2022) — Director
- Former: Cathy Tester (2022) — Director
- Former: Eric Hall (2022) — Director
- Former: Joseph Weadd (2022) — Director
- Former: Ken Queen (2022) — Director
- Former: Kenneth Wiederholdt (2022) — Director
- Former: Larry Leonardo (2022) — Director
- Former: Carl Kuykendall (2020–2021) — Director
- Former: Glen Wahus (2020–2021) — Director
- Former: Padraic O'Hare (2020–2021) — Director
- Former: Ron Larose (2020–2021) — Director
- Former: Silas Noel (2020–2021) — Director
- Former: Suzette Heller (2020–2021) — Director
- Former: Tierian Cash (2020–2021) — Director
- Former: Mike McDaniel (2021) — Director
- Former: Steven Aguirre Sr. (2021) — Director
- Former: Thomas Mash (2021) — Director
- Former: Travise Filsrand (2021) — Director
- Former: Michael McDaniel (2020) — Director
- Former: Steven Aguire (2020) — Director
- Former: Thom Mash (2020) — Director
- Former: Travis Flisrand (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Legionnaire Insurance Trust
How much does Legionnaire Insurance Trust give each year?
Legionnaire Insurance Trust gave $2.1M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.6M across 1 grant.
How large is Legionnaire Insurance Trust?
Legionnaire Insurance Trust reported $4.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.8M.
What is Legionnaire Insurance Trust's EIN?
Legionnaire Insurance Trust's EIN (Employer Identification Number) is 23-7336165. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 7, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 6, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 27, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS June 1, 2026)
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Legionnaire Insurance Trust down — hundreds of funders to go?