LEGACY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY FOUNDATION INC (EIN 35-1872803)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202303129349302905
- Schema version
- 2022v5.0
- 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 | 2023-11-08T13:08:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLY | PersonFirstNm |
| Person Last | ANOE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $43,144,491 | 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 | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,686,336 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,174,949 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $830,564 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $737,322 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,900,571 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,943,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | $845 | PYOtherRevenueAmt |
| CY Other Revenue | $11,518 | CYOtherRevenueAmt |
| PY Total Revenue | $23,418,316 | PYTotalRevenueAmt |
| CY Total Revenue | $980,728 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,589,212 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,495,080 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $636,830 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $660,428 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $173,506 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,543,072 | PYOtherExpensesAmt |
| CY Other Expenses | $1,443,380 | CYOtherExpensesAmt |
| PY Total Expenses | $5,769,114 | PYTotalExpensesAmt |
| CY Total Expenses | $5,598,888 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,649,202 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,618,160 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,145,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,398,108 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,189,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,975,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $77,956,177 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,423,108 | 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 | $4,039,402 | ExpenseAmt |
| Grant | $3,495,080 | GrantAmt |
| Revenue | $737,322 | 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 | $4,039,402 | 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 | Yes (true) | 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 | false | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 (21 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| 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 | ||
| CHRIS SALATAS | ||||||||
| 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 | ||
| CAROLYN SAXTON | ||||||||
| FORMER PRESI | 40.00 | 0.50 | $103,076 | $0 | $3,092 | Yes (X) | ||
| KELLY ANOE | ||||||||
| PRESIDENT | 40.00 | 0.50 | Yes (X) | $111,954 | $0 | $3,359 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $215,030 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,451 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $2,174,949 | AllOtherContributionsAmt |
| Total Contributions | $2,174,949 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Total Revenue Column | $737,322 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $737,322 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $737,322 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,528,207 | TotalRevenueColumnAmt |
| Exclusion | $1,528,207 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,692,495 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,163,763 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,471,268 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,471,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,471,268 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,935 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,935 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,583 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,583 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $980,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,732,363 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,528,207 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,012,192 | TotalAmt |
| Program Services | $3,012,192 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,888 | TotalAmt |
| Program Services | $482,888 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,802 | TotalAmt |
| Program Services | $35,007 | ProgramServicesAmt |
| Management And General | $51,306 | ManagementAndGeneralAmt |
| Fundraising | $15,489 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,729 | TotalAmt |
| Program Services | $32,231 | ProgramServicesAmt |
| Management And General | $47,237 | ManagementAndGeneralAmt |
| Fundraising | $14,261 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,113 | TotalAmt |
| Program Services | $126,240 | ProgramServicesAmt |
| Management And General | $185,018 | ManagementAndGeneralAmt |
| Fundraising | $55,855 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,809 | TotalAmt |
| Program Services | $16,371 | ProgramServicesAmt |
| Management And General | $27,989 | ManagementAndGeneralAmt |
| Fundraising | $8,449 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,975 | TotalAmt |
| Program Services | $13,942 | ProgramServicesAmt |
| Management And General | $23,837 | ManagementAndGeneralAmt |
| Fundraising | $7,196 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,322 | TotalAmt |
| Management And General | $737,322 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,839 | TotalAmt |
| Management And General | $17,839 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,781 | TotalAmt |
| Management And General | $164,781 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,458 | TotalAmt |
| Program Services | $27,458 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,548 | TotalAmt |
| Fundraising | $25,548 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,539 | TotalAmt |
| Program Services | $2,654 | ProgramServicesAmt |
| Management And General | $4,521 | ManagementAndGeneralAmt |
| Fundraising | $1,364 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,933 | TotalAmt |
| Program Services | $18,111 | ProgramServicesAmt |
| Management And General | $29,820 | ManagementAndGeneralAmt |
| Fundraising | $9,002 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,591 | TotalAmt |
| Program Services | $27,154 | ProgramServicesAmt |
| Management And General | $46,423 | ManagementAndGeneralAmt |
| Fundraising | $14,014 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,510 | TotalAmt |
| Program Services | $4,713 | ProgramServicesAmt |
| Management And General | $7,525 | ManagementAndGeneralAmt |
| Fundraising | $2,272 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,744 | TotalAmt |
| Program Services | $4,571 | ProgramServicesAmt |
| Management And General | $7,814 | ManagementAndGeneralAmt |
| Fundraising | $2,359 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,443 | TotalAmt |
| Program Services | $1,997 | ProgramServicesAmt |
| Management And General | $3,415 | ManagementAndGeneralAmt |
| Fundraising | $1,031 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $215,658 | $215,658 | ||
| SPECIAL EVENTS | $33,268 | $10,313 | $17,632 | $5,323 |
| MISCELLANEOUS EXPENSE | $13,415 | $4,159 | $7,109 | $2,147 |
| REPAIRS AND MAINTENANCE | $12,064 | $3,743 | $6,392 | $1,929 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,267 | TotalAmt |
| Fundraising | $7,267 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,598,888 | TotalAmt |
| Program Services | $4,039,402 | ProgramServicesAmt |
| Management And General | $1,385,980 | ManagementAndGeneralAmt |
| Fundraising | $173,506 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,376 | BOYAmt |
| EOY | $1,570,711 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,578,418 | BOYAmt |
| EOY | $3,347,356 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,686,727 | BOYAmt |
| EOY | $5,778,939 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,281 | BOYAmt |
| EOY | $35,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $133,930 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $101,477 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,422 | BOYAmt |
| EOY | $32,453 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,012,751 | BOYAmt |
| EOY | $64,502,878 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,699 | BOYAmt |
| EOY | $129,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,145,674 | BOYAmt |
| EOY | $75,398,108 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,590 | BOYAmt |
| EOY | $77,892 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,392 | BOYAmt |
| EOY | $331,304 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,052,179 | BOYAmt |
| EOY | $9,093,586 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,336 | BOYAmt |
| EOY | $472,218 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,189,497 | BOYAmt |
| EOY | $9,975,000 | 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 | $1,710,149 | BOYAmt |
| EOY | $1,682,314 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,246,028 | BOYAmt |
| EOY | $63,740,794 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,956,177 | BOYAmt |
| EOY | $65,423,108 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,145,674 | BOYAmt |
| EOY | $75,398,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,618,160 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,918,361 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,003,452 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $6,501,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,144,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,983,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,686,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,174,949 | CurrentTaxYearAmt |
| Total | $28,490,555 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,501,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,144,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,983,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,686,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,174,949 | CurrentTaxYearAmt |
| Total | $28,490,555 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,695,917 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,794,638 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,256,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,137,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,075,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,497,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,528,207 | CurrentTaxYearAmt |
| Total | $9,494,971 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,243 | CurrentTaxYearAmt |
| Total | $170,514 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,156,040 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,655,448 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.30910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.31460 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | 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. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | MISCELLANEOUS/PROGRAM INCOME 170,514 |
| PART II, LINE 17A | 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. |
| 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 | 41 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $245,607 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $587,664 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $9,172,255 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,732,931 | BeginningYearBalanceAmt |
| Contributions | $986,428 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,725,499 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,188,224 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $104,113 | AdministrativeExpensesAmt |
| End Year Balance | $47,701,523 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.87360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12640 | 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 | $133,930 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,477 | DepreciationAmt |
| Book Value | $32,453 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,453 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $342,302 |
| RIGHT OF USE | $129,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $472,218 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$7,520,825 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,918,361 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $44,859 | OtherRevenueAmt |
| Revenue Not Reported | -$9,873,502 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,352,677 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $164,781 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,536,730 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,371,949 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $980,728 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,012,244 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,012,244 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $164,781 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $421,863 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $586,644 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,598,888 | 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 2019, 2020, AND 2021 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 44,859 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CUSTODIAL FUND REVENUES -1,536,730 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | CUSTODIAL FUND EXPENSES 421,863 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (80 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 |
|---|---|---|---|---|---|---|---|---|---|
| BEACHFRONT DANCE SCHOOL | |||||||||
| 427 S LAKE ST | GARY | IN | 464032406 | 010732885 | 501C3 | $5,400 | DANCE WORKSHOPS | ||
| BIG BROTHERS - BIG SISTERS OF | |||||||||
| 560 W LAKE ST - 5TH FLOOR | CHICAGO | IL | 606611445 | 362681212 | 501C3 | $10,000 | PROGRAM SUPPORT | METROPOLITAN CHICAGO (BBBSMC) | |
| CALUMET COLLEGE OF ST JOSEPH | |||||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | 351087173 | 501C3 | $31,690 | OPERATING SUPPORT | ||
| CAMPAGNA ACADEMY INC | |||||||||
| 7403 CLINE AVE | SCHERERVILLE | IN | 46375 | 351068483 | 501C3 | $10,000 | FAMILY CENTERS | ||
| CATHOLIC CHARITIES OF THE DIOCESE | |||||||||
| 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501C3 | $16,285 | FURTHER ORGS MISSION | OF GARY INC | |
| CATHOLIC DIOCESE OF GARY | |||||||||
| 9292 BROADWAY | MERRILLVILLE | IN | 464107047 | 351122204 | 501C3 | $6,730 | PROVIDING AID | ||
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||||
| 4824 S DORCHESTER AVE UNIT 1 | CHICAGO | IL | 60615 | 042738458 | 501C3 | $10,000 | WALKABLE USA | ||
| COATES INC | |||||||||
| 2101 E 87TH AVE | MERRILLVILLE | IN | 46410 | 845030181 | 501C3 | $10,000 | MOBILE OFFICE | ||
| COMPUTER SKILLS AND TRAINING CENTER | |||||||||
| 7601 WHITCOMB ST | MERRILLVILLE | IN | 464104360 | 611462113 | 501C3 | $8,000 | PROGRAM SUPPORT | ||
| CRISIS CENTER | |||||||||
| 101 N MONTGOMERY ST | GARY | IN | 464033921 | 351324480 | 501C3 | $58,232 | FURTHER ORGS MISSION | ||
| DUNES LEARNING CENTER | |||||||||
| 700 HOWE RD | CHESTERTON | IN | 46304 | 352031658 | 501C3 | $34,299 | FURTHER ORGS MISSION | ||
| EXCEPTIONAL EQUESTRIANS UNLIMITED | |||||||||
| 5699 E 73RD AVENUE | MERRILLVILLE | IN | 46410 | 351589914 | 501C3 | $13,000 | PARKING LOT | ||
| FAMILY LIFE COMMUNITY YOUTH CENTER | |||||||||
| 565 MASSACHUSETTS | GARY | IN | 46402 | 812515395 | 501C3 | $7,500 | VACCINE OUTREACH | ||
| FIRST UNITED LUTHERAN CHURCH | |||||||||
| 6705 HOHMAN AVE | HAMMOND | IN | 46324 | 351592861 | $49,000 | FURTHER ORGS MISSION | |||
| FOOD BANK OF NORTHWEST INDIANA | |||||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | 351528285 | 501C3 | $7,500 | PANTRY PACK | ||
| FRANCISCAN HEALTH | |||||||||
| 2050 N MAIN ST STE A | CROWN POINT | IN | 463072048 | 351955283 | 501C3 | $12,019 | FURTHER ORGS MISSION | ||
| FRANCISCAN MINISTRIES | |||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 363579767 | 501C3 | $24,659 | FURTHER ORGS MISSION | ||
| FSSA (INDIANA FAMILY & SOCIAL SVCS | |||||||||
| PO BOX 621007 | INDIANAPOLIS | IN | 46262 | GOV | $33,602 | OMW PRE-K | ADMINISTRATION) | ||
| GARY COMMUNITY PARTNERSHIP CORP | |||||||||
| 591 JOHNSON ST | GARY | IN | 46402 | 832885789 | 501C3 | $24,500 | FURTHER ORGS MISSION | ||
| GARY PUBLIC LIBRARY | |||||||||
| 220 W 5TH AVE | GARY | IN | 464021215 | 356001509 | GOV | $60,351 | MAKERSPACE PROJECT | ||
| GIRL SCOUTS OF GREATER CHICAGO | |||||||||
| 20 S CLARK ST - SUITE 20 | CHICAGO | IL | 60603 | 363871241 | 501C3 | $10,000 | FURTHER ORGS MISSION | AND NORTHWEST INDIANA | |
| GIRLS ON THE RUN OF NW INDIANA | |||||||||
| 821 W 45TH ST | GRIFFITH | IN | 46319 | 320186701 | 501C3 | $10,000 | FURTHER ORGS MISSION | ||
| GRACE BEYOND BORDERS NWI INC | |||||||||
| PO BOX 927 | EAST CHICAGO | IN | 463123206 | 371733603 | 501C3 | $6,017 | VOLUNTEER PROGRAM | ||
| GREATER HAMMOND COMMUNITY SERVICES | |||||||||
| 824 HOFFMAN ST | HAMMOND | IN | 463271830 | 351398205 | 501C3 | $10,000 | FURTHER ORGS MISSION | INC | |
| HAMMOND COMMUNITY CORPORATION | |||||||||
| 5925 CALUMET AVE RM G-17 | HAMMOND | IN | 46320 | 463368354 | 501C3 | $61,427 | FURTHER ORGS MISSION | ||
| HAMMOND DEVELOPMENT CORPORATION | |||||||||
| 5209 HOHMAN AVENUE | HAMMOND | IN | 463201719 | 351581423 | 501C3 | $10,000 | LATINO ENTREPRENEUR | ||
| HAMMOND EDUCATION FOUNDATION INC | |||||||||
| 41 WILLIAMS ST | HAMMOND | IN | 46320 | 351572372 | 501C3 | $12,169 | FURTHER ORGS MISSION | ||
| HAMMOND FAMILY YMCA | |||||||||
| 7332 SOUTHEASTERN AVE | HAMMOND | IN | 46324 | 351369437 | 501C3 | $10,000 | FURTHER ORGS MISSION | ||
| HAMMOND PUBLIC LIBRARY FOUNDATION | |||||||||
| 564 STATE ST | HAMMOND | IN | 463201532 | 471982796 | 501C3 | $57,700 | FURTHER ORGS MISSION | ||
| HEARTS IN MOTION | |||||||||
| 2210 US HIGHWAY 41 | SCHERERVILLE | IN | 46375 | 351887934 | 501C3 | $17,000 | NEW DIRECTIONS | ||
| HOBART COMMUNITY FOUNDATION | |||||||||
| 1001 LILLIAN ST | HOBART | IN | 46342 | 351790403 | 501C3 | $12,975 | FURTHER ORGS MISSION | ||
| HOBART FOOD PANTRY INCORPORATED | |||||||||
| PO BOX 394 | HOBART | IN | 46342 | 351757175 | 501C3 | $50,560 | FURTHER ORGS MISSION | ||
| HOBART HISTORICAL SOCIETY | |||||||||
| 706 EAST 4TH STREET PO BOX 24 | HOBART | IN | 46342 | 237088107 | 501C3 | $7,018 | FURTHER ORGS MISSION | ||
| HOPE HOUSE | |||||||||
| 7696 OLD BRUNEAU HWY | MARSING | ID | 836390550 | 820352589 | 501C3 | $10,000 | FURTHER ORGS MISSION | PO BOX 550 | |
| HOSPICE OF THE CALUMET AREA INC | |||||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 46321 | 351519392 | 501C3 | $11,146 | FURTHER ORGS MISSION | ||
| HUMANE INDIANA | |||||||||
| 8149 KENNEDY AVE | HIGHLAND | IN | 46322 | 350895837 | 501C3 | $40,804 | FURTHER ORGS MISSION | ||
| INCREMENTAL DEVELOPMENT ALLIANCE | |||||||||
| 111 W BERRY STREET - SUITE 211 | FORT WAYNE | IN | 46802 | 475230165 | 501C3 | $50,000 | STARTUP GARY | ||
| INDIANA BALLET THEATRE NORTHWEST | |||||||||
| 8888 LOUISIANA STREET | MERRILLVILLE | IN | 46410 | 351846477 | 501C3 | $9,499 | FIELD TRIP | INC | |
| IVY TECH FOUNDATION | |||||||||
| 50 WEST FALL CREEK PARKWAY | INDIANAPOLIS | IN | 46208 | 237073977 | 501C3 | $6,132 | FURTHER ORGS MISSION | ||
| LAKE COUNTY COMMUNITY SERVICES INC | |||||||||
| 1450 E JOLIET ST SUITE 202 | CROWN POINT | IN | 46307 | 351452057 | 501C3 | $6,600 | FURTHER ORGS MISSION | ||
| LAKE COUNTY IN ECONOMIC ALLIANCE | |||||||||
| 440 W 84TH DR | MERRILLVILLE | IN | 46410 | 351598214 | 501C3 | $12,500 | SITE SELECT | ||
| LAKE COUNTY PUBLIC LIBRARY | |||||||||
| 1919 W 81ST AVE | MERRILLVILLE | IN | 464105382 | 356006653 | 501C3 | $5,384 | FURTHER ORGS MISSION | ||
| LAKESHORE PUBLIC MEDIA | |||||||||
| 8625 INDIANA PLACE | MERRILLVILLE | IN | 46410 | 310960136 | 501C3 | $37,188 | PRODUCTION EQUIPMENT | NWI PUBLIC BROADCASTING | |
| LOWELL PUBLIC LIBRARY | |||||||||
| 1505 E COMMERCIAL AVE | LOWELL | IN | 46356 | 356007007 | GOV | $8,789 | FURTHER ORGS MISSION | ||
| MARIA REINER CENTER | |||||||||
| 705 E 4TH ST | HOBART | IN | 46342 | 356001058 | GOV | $28,912 | PROGRAM DIRECTOR | ||
| MAYO CLINIC FOUNDATION | |||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | 411506440 | 501C3 | $5,384 | ALZHEIMER RESEARCH | ||
| MILLER COMMUNITY FUND INC | |||||||||
| PO BOX 2573 | GARY | IN | 464030817 | 300317277 | 501C3 | $8,363 | FURTHER ORGS MISSION | ||
| NEW STAR INC | |||||||||
| 8674 BROADWAY | MERRILLVILLE | IN | 46410 | 237294685 | 501C3 | $15,000 | CHALLENGING LIMITS | ||
| NORTHWEST INDIANA COMMUNITY ACTION | |||||||||
| 5240 FOUNTAIN DR | CROWN POINT | IN | 46307 | 351112290 | 501C3 | $21,000 | LOFTS FLOURISH PLAN | ||
| NWI VOLUNTEER LAWYERS INC | |||||||||
| 915 MAIN ST SUITE 208 | EVANSVILLE | IN | 47708 | 352126880 | 501C3 | $10,534 | FURTHER ORGS MISSION | ||
| OLYMPIA FIELDS COUNTRY CLUB | |||||||||
| 2800 COUNTRY CLUB DR | OLYMPIA FIELDS | IL | 60461 | 352585544 | 501C3 | $7,000 | FURTHER ORGS MISSION | HISTORIC LANDMARK FOUNDATION | |
| OPERATION COMBAT BIKESAVER | |||||||||
| 1670 E NORTH STREET | CROWN POINT | IN | 463078568 | 475307287 | 501C3 | $15,000 | ON YOUR FEET | ||
| OPPORTUNITY ENTERPRISES INC | |||||||||
| 2801 EVANS AVE | VALPARAISO | IN | 463836940 | 351136833 | 501C3 | $30,000 | RESPITE CENTER | ||
| PATHWAY TO ADVENTURE COUNCIL | |||||||||
| 1218 W ADAMS ST | CHICAGO | IL | 60607 | 475066720 | 501C3 | $8,117 | FURTHER ORGS MISSION | BOY SCOUTS OF AMERICA | |
| PINK RIBBON SOCIETY | |||||||||
| 303 E 89TH AVE SUITE 100 | MERRILLVILLE | IN | 46410 | 200069367 | 501C3 | $15,000 | PATIENT SUPPORT | ||
| PROVIDENCE CRISTO RAY HIGH SCHOOL | |||||||||
| 75 N BELLEVIEW PLACE | INDIANAPOLIS | IN | 46222 | GOV | $7,500 | SCHOLARSHIP | |||
| PUBLIC NEWS SOURCE | |||||||||
| 3980 BROADWAY SUITE 102 BOX 139 | BOULDER | CO | 80304 | 820511533 | $5,500 | MEMBERSHIP | |||
| RESILIA | |||||||||
| 3014 DAUPHINE STREET | NEW ORLEANS | LA | 70117 | 831689096 | $25,000 | CAPACITY BUILDING | |||
| SCHOOL HOUSE CHILDREN'S CHARITY | |||||||||
| 1556 CENTER STREET | WHITING | IN | 46394 | 883127872 | 501C3 | $5,900 | COAT DRIVE | INC | |
| SOUTH SHORE NEIGHBORHOOD | |||||||||
| 370 E 84TH DRIVE SUITE 100 | MERRILLVILLE | IN | 46410 | 833190802 | 501C3 | $53,621 | FURTHER ORGS MISSION | DEVELOPMENT | |
| ST JOSEPH'S CARMELITE HOME | |||||||||
| 4840 GRASSELLI ST | EAST CHICAGO | IN | 46312 | 351117320 | 501C3 | $15,000 | FURTHER ORGS MISSION | ||
| ST JUDE HOUSE | |||||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 46307 | 351905782 | 501C3 | $9,380 | NEW LOCKERS | ||
| ST MARY OF THE LAKE | |||||||||
| 6060 MILLER AVE | GARY | IN | 46403 | 350898396 | 501C3 | $8,000 | FOOD PANTRY | ||
| STARTUP GARY COMMUNITY DEVELOPMENT | |||||||||
| 588 TANEY STREET | GARY | IN | 46404 | 852614576 | 501C3 | $15,000 | ECONOMIC DEVELOPMENT | CORPORATION | |
| STRESSBUSTERS INC | |||||||||
| 8620 MAPLE AVE | GARY | IN | 46403 | 811052805 | 501C3 | $11,580 | FURTHER ORGS MISSION | ||
| THE CARING PLACE INC | |||||||||
| 150 LINCOLNWAY STE 3002 | VALPARAISO | IN | 463835570 | 310944075 | 501C3 | $20,000 | FILLING THE GAPS | ||
| THE CAVALIERS AP&E | |||||||||
| 9501 W DEVON AVENUE SUITE 605 | ROSEMONT | IL | 60018 | 237449578 | 501C3 | $7,077 | FURTHER ORGS MISSION | ||
| THE FIRST TEE OF HAMMOND | |||||||||
| 901 E 129TH ST | HAMMOND | IN | 46320 | 204514968 | 501C3 | $7,939 | FURTHER ORGS MISSION | ||
| THE MULTI AGENCY ACADEMIC | |||||||||
| 4203 MONTDALE PARK DRIVE | VALPARAISO | IN | 46383 | 384008491 | 501C3 | $27,895 | FURTHER ORGS MISSION | COOPERATIVE FOUNDATION | |
| TOWN OF MERRILLVILLE | |||||||||
| 7820 BROADWAY | MERRILLVILLE | IN | 46410 | 351288379 | GOV | $754,774 | OPERATION SUPPORT | ||
| TRADEWINDS SERVICES INC | |||||||||
| 3198 E 83RD PLACE | MERRILLVILLE | IN | 46410 | 351139485 | 501C3 | $135,674 | FURTHER ORGS MISSION | ||
| TRINITY LUTHERAN SCHOOL | |||||||||
| 891 S LINDA ST | HOBART | IN | 46342 | 356000591 | 501C3 | $101,120 | FURTHER ORGS MISSION | ||
| TRUSTEES OF PURDUE UNIVERSITY | |||||||||
| 1281 WEN HENTSCHEL BLVD STE 1100 | WEST LAFAYETTE | IN | 47906 | 356002041 | 501C3 | $25,000 | FURTHER ORGS MISSION | ||
| URBAN LEAGUE OF NORTHWEST INDIANA | |||||||||
| 3101 BROADWAY | GARY | IN | 46409 | 351178594 | 501C3 | $9,000 | FURTHER ORGS MISSION | ||
| VNA OF PORTER COUNTY | |||||||||
| 501 MARQUETTE ST | VALPARAISO | IN | 463832508 | 351174866 | 501C3 | $45,560 | FURTHER ORGS MISSION | ||
| THE METHODIST HOSPITALS FOUNDATION | |||||||||
| 600 GRANT ST | GARY | IN | 464026001 | 271495289 | 501C3 | $25,253 | TRANSPORTATION | INC | |
| THE SALVATION ARMY NORTHWEST | |||||||||
| 8225 COLOMBIA AVE | MUNSTER | IN | 463211888 | 362167910 | 501C3 | $18,686 | FURTHER ORGS MISSION | INDIANA AREA COMMAND | |
| UNITED CHARITABLE - ATHLETES FOR | |||||||||
| 1620 SENATOR DR | EAST CHICAGO | IN | 46312 | 204286082 | 501C3 | $12,000 | LITERACY INITIATIVES | CHARITY | |
| UNITED WAY OF NORTHWEST INDIANA | |||||||||
| 951 EASTPORT CENTRE DRIVE | VALPARAISO | IN | 46383 | 356006484 | 501C3 | $16,337 | SUPPORTING RESIDENTS | INC | |
| WHITINGROBERTSDALE COMM | |||||||||
| 1417 119TH ST | WHITING | IN | 463941714 | 351772197 | 501C3 | $5,190 | FURTHER ORGS MISSION | IMPROVEMENT CORP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 77 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 202 | RecipientCnt |
| Cash Grant | $482,888 | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN SAXTON | PersonNm |
| Title | FORMER PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $103,076 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $3,092 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $106,168 | TotalCompensationFilingOrgAmt |
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 44,859 CUSTODIAL FUND REVENUES 1,536,730 CUSTODIAL FUND EXPENSES 421,863 TOTAL 2,003,452 |
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