LEGACY FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY FOUNDATION INC (EIN 35-1872803)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349305696
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:53:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351872803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 2197361880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 E 84TH DR STE 100 | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 464106643 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY ANOE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2197361880 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELLY ANOE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 E 84TH DR STE 100 | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,099,261 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | LEGACYFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE LEGACY FOUNDATION, INC. WILL SEEK AND ACCEPT ENDOWMENTS FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE GRANTS FOR COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,174,949 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,874,271 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $737,322 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $859,785 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,943,061 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,119,266 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,518 | PYOtherRevenueAmt |
| CY Other Revenue | $34,000 | CYOtherRevenueAmt |
| PY Total Revenue | $980,728 | PYTotalRevenueAmt |
| CY Total Revenue | $4,887,322 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,495,080 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,117,818 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $660,428 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $602,146 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $161,353 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,443,380 | PYOtherExpensesAmt |
| CY Other Expenses | $1,389,275 | CYOtherExpensesAmt |
| PY Total Expenses | $5,598,888 | PYTotalExpensesAmt |
| CY Total Expenses | $6,109,239 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,618,160 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,221,917 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $75,398,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,051,402 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,975,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,904,337 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,423,108 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,147,065 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE LEGACY FOUNDATION, INC. WILL SEEK AND ACCEPT ENDOWMENTS FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE GRANTS FOR COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,524,598 | ExpenseAmt |
| Grant | $4,117,818 | GrantAmt |
| Revenue | $859,785 | RevenueAmt |
| Desc | LEGACY FOUNDATION PROVIDED TOTAL GRANTS AND SCHOLARSHIPS IN 2022 OF 3,495,080. OPERATIONAL SUPPORT WAS PROVIDED FOR ONGOING OPERATIONS. THIS INCLUDED AMOUNTS FOR EQUIPMENT, SUPPLIES, PROGRAMMING AND SERVICES TO SEVERAL CHARITABLE ORGANIZATIONS. COLLEGE SCHOLARSHIPS WERE AWARDED FOR INDIVIDUALS. LEGACY FOUNDATION AWARDED SCHOLARSHIPS TO INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS. | Desc |
| Total Program Service Expenses | $4,524,598 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2197361940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 E 84TH DR STE 100 | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CAREY YUKICH | |||||||
| CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN FREYEK | |||||||
| VICE-CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATT DOYLE | |||||||
| TREASURER | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KARIMA HASAN BEY | |||||||
| SECRETARY | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES DUNNE | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SEAN EGAN | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALFREDO ESTRADA | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LISA GOODNIGHT | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GREGORY GORDON | |||||||
| IMMEDIATE PA | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN KAVOIS | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GLORIA MORRIS | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAM OTT | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| VERLIE SUGGS | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELLEN SZARLETA | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PHIL TAILLON | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHELSEA WHITTINGTON | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RICHARD YOUNG | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHERRI ZILLER | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KELLY ANOE | |||||||
| PRESIDENT | 40.00 | 0.50 | Yes (X) | $130,819 | $0 | $5,112 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $130,819 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,112 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $2,874,271 | AllOtherContributionsAmt |
| Noncash Contributions | $1,367,093 | NoncashContributionsAmt |
| Total Contributions | $2,874,271 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| ADMINISTRATIVE FEES | $797,540 | $797,540 |
| PROGRAM INCOME | $47,682 | $47,682 |
| FEE FOR SERVICE REVENUE | $14,563 | $14,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $859,785 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,076,932 | TotalRevenueColumnAmt |
| Exclusion | $2,076,932 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,254,273 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,211,939 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$957,666 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$957,666 | TotalRevenueColumnAmt |
| Exclusion | -$957,666 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $34,000 | TotalRevenueColumnAmt |
| Exclusion | $34,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,887,322 | TotalRevenueColumnAmt |
| Exclusion | $2,013,051 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,626,210 | TotalAmt |
| Program Services | $3,626,210 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,608 | TotalAmt |
| Program Services | $491,608 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,819 | TotalAmt |
| Program Services | $74,135 | ProgramServicesAmt |
| Management And General | $39,978 | ManagementAndGeneralAmt |
| Fundraising | $16,706 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,682 | TotalAmt |
| Program Services | $82,880 | ProgramServicesAmt |
| Management And General | $228,468 | ManagementAndGeneralAmt |
| Fundraising | $64,334 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,664 | TotalAmt |
| Program Services | $16,636 | ProgramServicesAmt |
| Management And General | $28,442 | ManagementAndGeneralAmt |
| Fundraising | $8,586 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,981 | TotalAmt |
| Program Services | $13,014 | ProgramServicesAmt |
| Management And General | $22,250 | ManagementAndGeneralAmt |
| Fundraising | $6,717 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,540 | TotalAmt |
| Management And General | $797,540 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924 | TotalAmt |
| Management And General | $924 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,865 | TotalAmt |
| Program Services | $23,444 | ProgramServicesAmt |
| Management And General | $18,421 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,465 | TotalAmt |
| Management And General | $163,465 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,225 | TotalAmt |
| Program Services | $7,336 | ProgramServicesAmt |
| Management And General | $5,889 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,627 | TotalAmt |
| Fundraising | $22,627 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,768 | TotalAmt |
| Program Services | $2,718 | ProgramServicesAmt |
| Management And General | $4,647 | ManagementAndGeneralAmt |
| Fundraising | $1,403 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,162 | TotalAmt |
| Program Services | $16,480 | ProgramServicesAmt |
| Management And General | $28,176 | ManagementAndGeneralAmt |
| Fundraising | $8,506 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,213 | TotalAmt |
| Program Services | $27,036 | ProgramServicesAmt |
| Management And General | $46,223 | ManagementAndGeneralAmt |
| Fundraising | $13,954 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,698 | TotalAmt |
| Program Services | $6,106 | ProgramServicesAmt |
| Management And General | $10,440 | ManagementAndGeneralAmt |
| Fundraising | $3,152 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,479 | TotalAmt |
| Program Services | $3,868 | ProgramServicesAmt |
| Management And General | $6,614 | ManagementAndGeneralAmt |
| Fundraising | $1,997 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,629 | TotalAmt |
| Program Services | $1,125 | ProgramServicesAmt |
| Management And General | $1,923 | ManagementAndGeneralAmt |
| Fundraising | $581 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $120,369 | $120,369 | ||
| SPECIAL EVENTS | $19,613 | $6,080 | $10,395 | $3,138 |
| MISCELLANEOUS EXPENSE | $11,604 | $3,598 | $6,149 | $1,857 |
| DEVELOPMENT | $6,786 | $6,786 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,308 | TotalAmt |
| Program Services | $1,955 | ProgramServicesAmt |
| Management And General | $3,344 | ManagementAndGeneralAmt |
| Fundraising | $1,009 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,109,239 | TotalAmt |
| Program Services | $4,524,598 | ProgramServicesAmt |
| Management And General | $1,423,288 | ManagementAndGeneralAmt |
| Fundraising | $161,353 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,711 | BOYAmt |
| EOY | $887,233 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,347,356 | BOYAmt |
| EOY | $5,675,268 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,778,939 | BOYAmt |
| EOY | $3,901,748 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,855 | BOYAmt |
| EOY | $115,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,981 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,197 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,453 | BOYAmt |
| EOY | $24,784 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,502,878 | BOYAmt |
| EOY | $73,384,293 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,916 | BOYAmt |
| EOY | $62,134 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,398,108 | BOYAmt |
| EOY | $84,051,402 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,892 | BOYAmt |
| EOY | $163,303 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,304 | BOYAmt |
| EOY | $151,573 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,093,586 | BOYAmt |
| EOY | $10,190,884 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,218 | BOYAmt |
| EOY | $398,577 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,975,000 | BOYAmt |
| EOY | $10,904,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,682,314 | BOYAmt |
| EOY | $1,937,685 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,740,794 | BOYAmt |
| EOY | $71,209,380 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,423,108 | BOYAmt |
| EOY | $73,147,065 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,398,108 | BOYAmt |
| EOY | $84,051,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,221,917 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,045,353 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,099,479 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,144,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,983,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,686,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,174,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,874,271 | CurrentTaxYearAmt |
| Total | $24,863,518 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,144,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,983,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,686,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,174,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,874,271 | CurrentTaxYearAmt |
| Total | $24,863,518 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,310,435 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,553,083 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,137,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,075,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,497,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,528,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,076,932 | CurrentTaxYearAmt |
| Total | $9,315,840 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $893,785 | CurrentTaxYearAmt |
| Total | $996,282 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,175,640 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,974,600 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | MISCELLANEOUS/PROGRAM INCOME 102,497 |
| PART II, LINE 17B | THE LEGACY FOUNDATION, INC. (FOUNDATION) IS OPERATED IN ALL ASPECTS AS A PUBLIC FOUNDATION. THE FOUNDATION HAS MAINTAINED AN ONGOING AND ACTIVE PROGRAM OF SOLICITATION THROUGHOUT THE COMMUNITY IT SERVES FOR FINANCIAL SUPPORT. THE FOUNDATION ATTEMPTS TO REACH EACH ONE OF THE HOUSEHOLDS IN THE COMMUNITY TO THE MAXIMUM EXTENT POSSIBLE. PLEASE CONSIDER THE FOLLOWING: - THE FOUNDATION SENDS AN ANNUAL MAILING TO SOLICIT DONORS - THE FOUNDATION REGULARLY SENDS OTHER MAILINGS WITH THE PURPOSE OF RAISING FUNDS FROM THE FOUNDATION'S BROAD BASE OF SUPPORT. - THE FOUNDATION PUBLICIZES THE PUBLIC NATURE OF ITS ACTIVITIES IN THE LOCAL NEWSPAPER, INCLUDING THE AVAILABILITY OF SCHOLARSHIPS AND GRANTS. - THE FOUNDATION'S ANNUAL MEETING IS OPEN TO ALL, AND THE FINANCIAL RECORDS ARE OPEN TO INSPECTION BY ANY INTERESTED PARTY. - THE FOUNDATION PARTICIPATES IN LOCAL EXHIBITIONS AND ACTIVITIES TO RAISE AWARENESS OF THE FOUNDATION WITHIN THE COMMUNITY AND TO ATTRACT NEW DONORS. - THE FOUNDATION'S STAFF AND BOARD MEMBERS REGULARLY SPEAK TO PUBLIC ORGANIZATIONS TO RAISE AWARENESS AND ATTRACT NEW DONORS. - WHENEVER POSSIBLE, THE FOUNDATION SPONSORS WORKSHOPS AND EVENTS OF BENEFIT TO INDIVIDUALS, PROFESSIONALS, AND/OR THE NONPROFIT COMMUNITY. - THE ENDOWMENT INCOME GENERATED BY THE INDIVIDUAL FUNDS THAT COMPRISE THE FOUNDATION ORIGINATES FROM A WIDE RANGE OF ORIGINAL SOURCES. TO DATE, THE FOUNDATION HOLDS OVER 350 INDIVIDUAL FUNDS REPRESENTING NEW GIFTS, BEQUESTS, SUCCESSOR TRUSTEESHIPS, AND SOME PASS-THROUGH FUNDS. FUND DONORS ARE A DIVERSE GROUP, MIRRORING THE SOCIOECONOMIC PROFILE OF THE LARGER COMMUNITY. - THE FOUNDATION HAS MADE A DELIBERATE EFFORT TO MAKE FUND DONATIONS MORE ACCESSIBLE TO EVERYONE IN THE COMMUNITY THROUGH A PLAN THAT PERMITS THE DONOR TO BUILD THE PRINCIPAL AMOUNT OF A CHARITABLE FUND OVER TIME. - TYPICALLY, THE FOUNDATION'S GROWTH HAS BEEN A DIRECT RESULT OF MANY SMALLER GIFTS AND THE MATCHING FUNDS THAT THOSE GIFTS HAVE ATTRACTED FROM THE LILLY ENDOWMENT, INC. AND OTHER FUNDING SOURCES. - THE FOUNDATION RECEIVED AN VERY UNUSUAL 10,000,000 GIFT IN 2020 THAT IS CAUSING THE PUBLIC SUPPORT TEST TO DIP BELOW 33 1/3%. IN ADDITION TO BROAD-BASED FINANCIAL SUPPORT, THE FOUNDATION IS EXTREMELY ACTIVE IN COMMUNITY OUTREACH. OUR PROGRAM OF GRANTMAKING IS DESIGNED TO TOUCH EVERY INDIVIDUAL LIVING IN OUR COMMUNITY TO AT LEAST SOME EXTENT. MAJOR FINANCIAL SUPPORT IS DIRECTED TO SCHOLARSHIP AWARDS, EDUCATIONAL PROGRAMS, HUMAN SERVICES, HISTORIC PRESERVATION, CULTURAL ENRICHMENT, YOUTH ACTIVITIES, PUBLIC HEALTH, AND COMMUNITY DEVELOPMENT. THE FOUNDATION'S BOARD OF DIRECTORS REPRESENTS A CROSS-SECTION OF OUR COMMUNITY. THE BOARD BRINGS TOGETHER INDIVIDUALS WITH DIFFERENT SOCIOECONOMIC PROFILES, INTERESTS, PROFESSIONAL/CAREER AFFILIATIONS, AND VIEWPOINTS. NONE OF THE BOARD MEMBERS IS RELTAED TO THE STAFF OR TO ANY OTHER MEMBER OF THE BOARD. TERM LIMITS ARE IMPOSED TO ENSURE THAT NO MEMBER BECOMES A FIXTURE AT THE FOUNDATION. TO FURTHER EXPAND THE FOUNDATION'S OUTREACH, NON-BOARD VOLUNTEERS FROM THE COMMUNITY ARE INVITED TO PARTICIPATE ON THE FOUNDATION'S COMMITTEES. IN CONCLUSION, THE SPIRIT OF THE FOUNDATION IS WHOLLY PUBLIC - IN THE SOLICATATION OF FUNDS, THE ELECTION OF BOARD REPRESENTATION, AND IN THE PROGRAMMING WHICH THE FOUNDATION CARRIES OUT WITHIN THE COMMUNITY. THE FOUNDATION NOT ONLY HEARS THE VOICES OF THE COMMUNITY AND ACTS UPON THE COMMUNITY'S NEEDS ACCORDINGLY BUT IT HAS BEEN PRO-ACTIVE BY CONVENING GROUPS THAT HAVE GROWN INTO VALUABLE ASSETS TO THE COMMUNITY. THE FOUNDATION IS IN NO WAY INACCESSIBLE, EXCLUSIVE, OR CONTROLLED BY A SMALL FACTION OF ITS CONSTITUENCY. THE FOUNDATION HAS BEEN BUILT BY THE COMMUNITY, AND IT EXISTS SOLELY TO SERVE THE COMMUNITY. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 45 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,539,415 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,250,840 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,722,172 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,293,235 | BeginningYearBalanceAmt |
| Contributions | $611,006 | ContributionsAmt |
| Investment Earnings Or Losses | $8,951,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,187,627 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $643,261 | AdministrativeExpensesAmt |
| End Year Balance | $63,025,245 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,903,184 | BeginningYearBalanceAmt |
| Contributions | $1,353,916 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,999,778 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,349,600 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $614,487 | AdministrativeExpensesAmt |
| End Year Balance | $56,293,235 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,439,470 | BeginningYearBalanceAmt |
| Contributions | $1,697,434 | ContributionsAmt |
| Investment Earnings Or Losses | $8,611,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,151,564 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $693,360 | AdministrativeExpensesAmt |
| End Year Balance | $67,903,184 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,732,535 | BeginningYearBalanceAmt |
| Contributions | $665,253 | ContributionsAmt |
| Investment Earnings Or Losses | $4,955,822 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,425,773 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $488,367 | AdministrativeExpensesAmt |
| End Year Balance | $59,439,470 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,701,523 | BeginningYearBalanceAmt |
| Contributions | $2,470,879 | ContributionsAmt |
| Investment Earnings Or Losses | $7,349,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,074,582 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $714,395 | AdministrativeExpensesAmt |
| End Year Balance | $55,732,535 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.78380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21620 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,981 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,197 | DepreciationAmt |
| Book Value | $24,784 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,784 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $336,443 |
| RIGHT OF USE | $62,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $398,577 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,191,593 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,045,353 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$49,617 | OtherRevenueAmt |
| Revenue Not Reported | $9,995,736 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,195,857 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $163,465 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,528,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,691,465 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,887,322 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,467,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,467,636 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $163,465 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $478,138 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $641,603 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,109,239 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH THE LEGACY FOUNDATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | TERM ENDOWMENTS ARE INVESTED AND THE PRINCIPAL AND EARNIGS ARE USED FOR GRANTS, COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. |
| SCHEDULE D, PAGE 3, PART X | THE LEGACY FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE LEGACY FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE LEGACY FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT-INTEREST AGREEEMENT -49,617 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CUSTODIAL FUND REVENUES 1,499,803 CONTRIBUTION FROM SOUTH SHORE 28,197 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | CUSTODIAL FUND EXPENSES 402,505 GRANT TO SOUTH SHORE 75,633 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (79 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BONTON FARMS | |||||||||
| 6911 BEXAR STREET | DALLAS | TX | 75215 | 813243887 | 501C3 | $25,000 | OPERATING SUPPORT | ||
| BOOKS BRUSHES & BANDS FOR | |||||||||
| PO BOX 1018 | HAMMOND | IN | 46325 | 352122525 | 501C3 | $10,300 | FURTHER ORGS MISSION | EDUCATION | |
| BROTHERS' KEEPER INC | |||||||||
| PO BOX 7287 | GARY | IN | 464077287 | 311204711 | 501C3 | $17,860 | FURTHER ORGS MISSION | ||
| CALUMET COLLEGE OF ST JOSEPH | |||||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | 351087173 | 501C3 | $17,698 | OPERATING SUPPORT | ||
| CATHEDRAL HILL MONTESSORI SCHOOL | |||||||||
| 329 DAYTON AVENUE | SAINT PAUL | MN | 55102 | 451062357 | 501C3 | $25,000 | OPERATING SUPPORT | ||
| CENTER FOR POSSIBILITIES | |||||||||
| 22 TYLER ST | HOBART | IN | 463421055 | 351169900 | 501C3 | $7,847 | FURTHER ORGS MISSION | ||
| COLORECTAL CANCER ALLIANCE | |||||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASHINGTON | DC | 20005 | 860947831 | 501C3 | $10,000 | FURTHER ORGS MISSION | ||
| CRISIS CENTER | |||||||||
| 101 N MONTGOMERY ST | GARY | IN | 464033921 | 351324480 | 501C3 | $71,406 | FURTHER ORGS MISSION | ||
| DIOCESE OF GARY | |||||||||
| 9292 BROADWAY | MERRILLVILLE | IN | 464107047 | 351017287 | $11,976 | FURTHER ORGS MISSION | |||
| DUNES LEARNING CENTER | |||||||||
| 700 HOWE RD | CHESTERTON | IN | 46304 | 352031658 | 501C3 | $20,383 | FURTHER ORGS MISSION | ||
| EARTH CHARTER INDIANA | |||||||||
| 1100 W 42ND STREET | INDIANAPOLIS | IN | 46208 | 161673591 | 501C3 | $16,000 | POLLINATOR GARDENS | SUITE 220D | |
| EMPOWER SCHOOLS | |||||||||
| 50 MILK ST | BOSTON | MA | 02109 | 043534001 | 501C3 | $35,000 | FURTHER ORGS MISSION | ||
| EXCEPTIONAL EQUESTRIANS UNLIMITED | |||||||||
| PO BOX 53 | HOBART | IN | 46342 | 351589914 | 501C3 | $7,134 | SAFETY WALL | ||
| FIRST PRESBYTERIAN CHURCH OF NAPLES | |||||||||
| 350 6TH ST SOUTH | NAPLES | FL | 34102 | 596045875 | $27,000 | OPERATING SUPPORT | |||
| FIRST UNITED LUTHERAN CHURCH | |||||||||
| 6705 HOHMAN AVE | HAMMOND | IN | 46324 | 351592861 | $37,500 | FURTHER ORGS MISSION | |||
| FIRST UNITED METHODIST CHURCH OF | |||||||||
| 352 S MAIN ST | CROWN POINT | IN | 463074050 | 350929973 | $8,153 | FURTHER ORGS MISSION | CROWN POINT | ||
| FOR THE LOVE OF THE ARTS | |||||||||
| 3933 GROVER AVE | HAMMOND | IN | 46327 | 474750291 | 501C3 | $7,800 | FURTHER ORGS MISSION | ||
| FRANCISCAN HEALTH | |||||||||
| 12750 ST FRANCIS DRIVE | CROWN POINT | IN | 463072048 | 351330472 | 501C3 | $10,639 | FURTHER ORGS MISSION | ||
| FRIENDS OF THE CROWN POINT | |||||||||
| 122 N MAIN ST | CROWN POINT | IN | 46307 | 351511609 | 501C3 | $5,653 | FURTHER ORGS MISSION | COMMUNITY LIBRARY | |
| GARY EAST SIDE COMMUNITY | |||||||||
| 308 E 21ST AVENUE | GARY | IN | 46407 | 814818915 | 501C3 | $10,000 | PLANNING STUDY | DEVELOPMENT CORPORATION | |
| GARY PUBLIC TRANSPORTATION CORP | |||||||||
| 100 W 4TH AVE | GARY | IN | 46402 | 351340318 | GOV | $19,549 | OPERATING SUPPORT | ||
| GUARANTEED INCOME VALIDATION EFFORT | |||||||||
| PO BOX 64979 | GARY | IN | 46401 | 861221415 | $50,000 | PROGRAM SUPPORT | GIVE | ||
| HABITAT OF HUMANITY OF NW INDIANA | |||||||||
| 3777 COLFAX ST | GARY | IN | 46408 | 561525939 | 501C3 | $8,251 | FURTHER ORGS MISSION | ||
| HAMMOND COMMUNITY CORPORATION | |||||||||
| 5925 CALUMET AVE RM G-17 | HAMMOND | IN | 46320 | 463368354 | 501C3 | $61,721 | FURTHER ORGS MISSION | ||
| HAMMOND EDUCATION FOUNDATION INC | |||||||||
| 41 WILLIAMS ST | HAMMOND | IN | 46320 | 351572372 | 501C3 | $18,729 | FURTHER ORGS MISSION | ||
| HAVEN HOUSE | |||||||||
| PO BOX 508 | HAMMOND | IN | 463250508 | 351725951 | 501C3 | $17,347 | VIOLENCE SHELTER | ||
| HOBART COMMUNITY FOUNDATION | |||||||||
| 1001 LILLIAN ST | HOBART | IN | 46342 | 351790403 | 501C3 | $13,049 | FURTHER ORGS MISSION | ||
| HOBART FOOD PANTRY INCORPORATED | |||||||||
| PO BOX 394 | HOBART | IN | 46342 | 351757175 | 501C3 | $53,282 | FURTHER ORGS MISSION | ||
| HOBART HISTORICAL SOCIETY | |||||||||
| 706 EAST 4TH STREET PO BOX 24 | HOBART | IN | 46342 | 237088107 | 501C3 | $7,061 | FURTHER ORGS MISSION | ||
| HOSPICE OF THE CALUMET AREA INC | |||||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 46321 | 351519392 | 501C3 | $21,129 | FURTHER ORGS MISSION | ||
| HUMANE INDIANA | |||||||||
| 8149 KENNEDY AVE | HIGHLAND | IN | 46322 | 350895837 | 501C3 | $16,723 | FURTHER ORGS MISSION | ||
| INDIANA UNIVERSITY FUND | |||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | 356018940 | 501C3 | $688,000 | PROGRAM SUPPORT | ||
| IVY TECH FOUNDATION | |||||||||
| 50 WEST FALL CREEK PARKWAY | INDIANAPOLIS | IN | 46208 | 237073977 | 501C3 | $6,163 | FURTHER ORGS MISSION | ||
| JACOB'S LADDER PEDIATRICS | |||||||||
| 1595 S CALUMET RD | CHESTERTON | IN | 46304 | 352052681 | 501C3 | $8,829 | HEARING SCREENINGS | ||
| LAKE COUNTY COMMUNITY SERVICES INC | |||||||||
| 1450 E JOLIET ST SUITE 202 | CROWN POINT | IN | 46307 | 351452057 | 501C3 | $7,500 | FURTHER ORGS MISSION | ||
| LAKE COUNTY PUBLIC LIBRARY | |||||||||
| 1919 W 81ST AVE | MERRILLVILLE | IN | 464105382 | 356006653 | 501C3 | $9,581 | FURTHER ORGS MISSION | ||
| LAKESHORE PUBLIC MEDIA | |||||||||
| 8625 INDIANA PLACE | MERRILLVILLE | IN | 46410 | 310960136 | 501C3 | $11,177 | PRODUCTION EQUIPMENT | NWI PUBLIC BROADCASTING | |
| LOWELL PUBLIC LIBRARY | |||||||||
| 1505 E COMMERCIAL AVE | LOWELL | IN | 46356 | 356007007 | GOV | $8,838 | FURTHER ORGS MISSION | ||
| LUTHERAN LIFE COMMUNITIES | |||||||||
| 3150 SALT CREEK LANE | ARLINGTON HEIGHTS | IL | 60005 | 363861882 | 501C3 | $5,653 | COMMUNITY SUPPORT | FOUNDATION | |
| LYMPHIRA INC | |||||||||
| 8670 C-B BROADWAY | MERRILLVILLE | IN | 46410 | 883110047 | 501C3 | $25,000 | PROGRAM SUPPORT | ||
| MARIA REINER CENTER | |||||||||
| 705 E 4TH ST | HOBART | IN | 46342 | 356001058 | GOV | $98,627 | CENTER RENOVATIONS | ||
| MAYO CLINIC FOUNDATION | |||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | 411506440 | 501C3 | $9,581 | ALZHEIMER RESEARCH | ||
| MENTAL HEALTH AMERICA OF LAKE CO | |||||||||
| 5311 HOHMAN AVENUE | HAMMOND | IN | 46320 | 351014213 | 501C3 | $10,000 | FURTHER ORGS MISSION | ||
| MILLER BEACH TOURISM BUREAU INC | |||||||||
| 264 N LAKE ST | GARY | IN | 46403 | 823397710 | 501C3 | $33,220 | WAY FINDING | ||
| MILLER CITIZENS CORPORATION | |||||||||
| PO BOX 2645 | GARY | IN | 464030645 | 351307742 | 501C3 | $14,599 | FURTHER ORGS MISSION | ||
| MILLER COMMUNITY FUND INC | |||||||||
| PO BOX 2573 | GARY | IN | 464030817 | 300317277 | 501C3 | $16,805 | FURTHER ORGS MISSION | ||
| NORTHWEST INDIANA SYMPHONY SOCIETY | |||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | 351359750 | 501C3 | $9,539 | FURTHER ORGS MISSION | ||
| NWI VOLUNTEER LAWYERS INC | |||||||||
| 915 MAIN ST SUITE 208 | EVANSVILLE | IN | 47708 | 352126880 | 501C3 | $10,526 | FURTHER ORGS MISSION | ||
| OPPORTUNITY ENTERPRISES INC | |||||||||
| 2801 EVANS AVE | VALPARAISO | IN | 463836940 | 351136833 | 501C3 | $25,607 | RESPITE CENTER | ||
| PALADIN INC | |||||||||
| 4315 EAST MICHIGAN BLVD | MICHIGAN CITY | IN | 46360 | 356076798 | 501C3 | $6,106 | FURTHER ORGS MISSION | ||
| PATHWAY TO ADVENTURE COUNCIL | |||||||||
| 1218 W ADAMS ST | CHICAGO | IL | 60607 | 475066720 | 501C3 | $11,153 | FURTHER ORGS MISSION | BOY SCOUTS OF AMERICA | |
| PROJECT OUTREACH AND PREVENTION | |||||||||
| 900 ALDENBROOK COURT | CROWN POINT | IN | 46307 | 471700540 | 501C3 | $20,000 | FURTHER ORGS MISSION | ON YOUTH VIOLENCE FOUNDATION | |
| PROVIDENCE CRISTO RAY HIGH SCHOOL | |||||||||
| 75 N BELLEVIEW PLACE | INDIANAPOLIS | IN | 46222 | GOV | $7,500 | SCHOLARSHIP | |||
| RESILIA | |||||||||
| 3014 DAUPHINE STREET | NEW ORLEANS | LA | 70117 | 831689096 | $25,000 | CAPACITY BUILDING | |||
| SAFE COALITION FOR HUMAN RIGHTS | |||||||||
| 9335 CALUMET AVE SUITE D | MUNSTER | IN | 46321 | 465004070 | 501C3 | $7,000 | FURTHER ORGS MISSION | ||
| SHELTERED91 | |||||||||
| 7225 MONROE AVE | HAMMOND | IN | 46324 | 872733708 | 501C3 | $9,500 | RISE | ||
| SIXTEEN PEARLS FOUNDATION INC | |||||||||
| PO BOX 11701 | MERRILLVILLE | IN | 46411 | 843913993 | 501C3 | $20,000 | PROGRAM SUPPORT | ||
| SOUTH SHORE CONVENTION & VISITORS | |||||||||
| 7770 CORINNE DRIVE | HAMMOND | IN | 463233128 | 263893461 | 501C3 | $10,000 | LEGENDS WALL | AUTHORITY | |
| ST IAKOVOS GREEK ORTHODOX CHURCH | |||||||||
| 36 W 700 NORTH | VALPARAISO | IN | 46385 | $50,000 | FURTHER ORGS MISSION | ||||
| THE CARING PLACE INC | |||||||||
| 150 LINCOLNWAY STE 3002 | VALPARAISO | IN | 463835570 | 310944075 | 501C3 | $10,000 | FILLING THE GAPS | ||
| THE CAVALIERS AP&E | |||||||||
| PO BOX 501 | ROSEMONT | IL | 60018 | 237449578 | 501C3 | $7,152 | FURTHER ORGS MISSION | ||
| THE FIRST TEE OF HAMMOND | |||||||||
| 901 E 129TH ST | HAMMOND | IN | 46320 | 204514968 | 501C3 | $7,945 | FURTHER ORGS MISSION | ||
| THE METHODIST HOSPITALS FOUNDATION | |||||||||
| 600 GRANT ST | GARY | IN | 464026001 | 271495289 | 501C3 | $13,389 | TRANSPORTATION | INC | |
| THE MULTI AGENCY ACADEMIC | |||||||||
| 4203 MONTDALE PARK DRIVE | VALPARAISO | IN | 46383 | 384008491 | 501C3 | $13,263 | FURTHER ORGS MISSION | COOPERATIVE FOUNDATION | |
| THE SALVATION ARMY NORTHWEST | |||||||||
| 8225 COLOMBIA AVE | MUNSTER | IN | 463211888 | 362167910 | 501C3 | $7,841 | FURTHER ORGS MISSION | INDIANA AREA COMMAND | |
| THE TRINITY BAPTIST CHURCH OF GARY | |||||||||
| 1825 VIRGINIA STREET | GARY | IN | 46407 | 814460063 | $12,550 | PROGRAM SUPPORT | INDIANA | ||
| TOWLE THEATER | |||||||||
| 5205 HOHMAN AVE | HAMMOND | IN | 463201719 | 812201036 | 501C3 | $5,772 | NEW SEATING | ||
| TOWN OF GRIFFITH- PARKS & RECREATIO | |||||||||
| 111 N BROAD ST | GRIFFITH | IN | 46319 | 356001051 | GOV | $26,424 | COMMUNITY CONNECTION | ||
| TOWN OF MERRILLVILLE | |||||||||
| 7820 BROADWAY | MERRILLVILLE | IN | 46410 | 351288379 | GOV | $750,000 | OPERATION SUPPORT | ||
| TRADEWINDS SERVICES INC | |||||||||
| 3198 E 83RD PLACE | MERRILLVILLE | IN | 46410 | 351139485 | 501C3 | $111,100 | FURTHER ORGS MISSION | ||
| TRINITY LUTHERAN CHURCH | |||||||||
| 900 LUTHER DR | HOBART | IN | 46342 | 356000591 | $48,282 | FURTHER ORGS MISSION | |||
| TRINITY LUTHERAN SCHOOL | |||||||||
| 891 S LINDA ST | HOBART | IN | 46342 | 356000591 | 501C3 | $58,282 | FURTHER ORGS MISSION | ||
| UNITED WAY OF NORTHWEST INDIANA | |||||||||
| 951 EASTPORT CENTRE DRIVE | VALPARAISO | IN | 46383 | 356006484 | 501C3 | $16,567 | SUPPORTING RESIDENTS | INC | |
| URBAN LEAGUE OF NORTHWEST INDIANA | |||||||||
| 3101 BROADWAY | GARY | IN | 46409 | 351178594 | 501C3 | $11,150 | FURTHER ORGS MISSION | ||
| VICTORY 4 KIDZ | |||||||||
| 409 N WISCONSIN ST | HOBART | IN | 46342 | 881992608 | 501C3 | $10,701 | FURTHER ORGS MISSION | ||
| VNA OF PORTER COUNTY | |||||||||
| 501 MARQUETTE ST | VALPARAISO | IN | 463832508 | 351174866 | 501C3 | $49,282 | FURTHER ORGS MISSION | ||
| WHITING ENTERTAINMENT CENTER | |||||||||
| PO BOX 592 | WHITING | IN | 46394 | 811514126 | 509A3 | $10,000 | FURTHER ORGS MISSION | ||
| WHITINGROBERTSDALE COMM | |||||||||
| 1417 119TH ST | WHITING | IN | 463941714 | 351772197 | 501C3 | $5,205 | FURTHER ORGS MISSION | IMPROVEMENT CORP | |
| WOODLAND CHILD DEVELOPMENT CENTER | |||||||||
| 3027 J F MAHONEY DRIVE | HAMMOND | IN | 46323 | 351164394 | 501C3 | $30,000 | NYTSE PROGRAM | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 69 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 213 | RecipientCnt |
| Cash Grant | $491,608 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTEE REPORTS ARE REQUIRED FOR ALL GRANTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,367,093 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE MONITORED ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. EACH BOARD MEMBER SHALL DISCLOSE IN WRITING ANY INTEREST HELD BY SELF OR IMMEDIATE FAMILY, INCLUDING WITH A CHARITABLE OR COMMUNITY ORGANIZATION, BUSINESS ENTERPRISE OR CONSULTING WORK OR AFFILIATION WITH ORGANIZATIONS THAT MAY CREATE AN INTEREST OR BIAS WITH RESPECT TO THE FOUNDATION'S ACTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS, DONORS AND STAKEHOLDERS. GUIDESTAR IS UPDATED WITH THE FOUNDATION'S CURRENT GOVERNING DOCUMENTS, CURRENT AND PAST ANNUAL REPORTS, FORM 990, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON REQUEST OR BY VISITING THE FOUNDATION WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT-INTEREST AGREEEMENT -49,617 CUSTODIAL FUND REVENUES -1,499,803 CONTRIBUTION FROM SOUTH SHORE -28,197 CUSTODIAL FUND EXPENSES 402,505 GRANT TO SOUTH SHORE 75,633 TOTAL -1,099,479 |
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