2023-11-08T13:08:43-05:00 2022-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2022-01-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 370 E 84TH DR STE 100 MERRILLVILLE IN 464106643 KELLY ANOE PRESIDENT 2197361880 2023-11-07 true KELLY ANOE 999009999 false THOMAS A ROBERTS P00997867 7652847554 2023-11-07 2022 2023-04-26 12:10:37Z KELLY ANOE 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 43144491 false X LEGACYFDN.ORG X 1992 IN 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. 19 19 12 50 0 2686336 2174949 830564 737322 19900571 -1943061 845 11518 23418316 980728 3589212 3495080 0 636830 660428 0 173506 1543072 1443380 5769114 5598888 17649202 -4618160 90145674 75398108 12189497 9975000 77956177 65423108 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. false false 4039402 3495080 737322 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. 4039402 true true false false false true false false true true true false false false true true true false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false true 20 0 12 true false false false false false true true false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false IN X X THE ORGANIZATION 2197361940 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 CAREY YUKICH CHAIR 1.00 0.50 X X 0 0 0 JOHN FREYEK VICE-CHAIR 1.00 0.50 X X 0 0 0 MATT DOYLE TREASURER 1.00 0.50 X X 0 0 0 KARIMA HASAN BEY SECRETARY 1.00 0.50 X X 0 0 0 JAMES DUNNE DIRECTOR 1.00 0.50 X 0 0 0 SEAN EGAN DIRECTOR 1.00 0.50 X 0 0 0 ALFREDO ESTRADA DIRECTOR 1.00 0.50 X 0 0 0 LISA GOODNIGHT DIRECTOR 1.00 0.50 X 0 0 0 GREGORY GORDON IMMEDIATE PA 1.00 0.50 X 0 0 0 STEPHEN KAVOIS DIRECTOR 1.00 0.50 X 0 0 0 GLORIA MORRIS DIRECTOR 1.00 0.50 X 0 0 0 PAM OTT DIRECTOR 1.00 0.50 X 0 0 0 CHRIS SALATAS DIRECTOR 1.00 0.50 X 0 0 0 VERLIE SUGGS DIRECTOR 1.00 0.50 X 0 0 0 ELLEN SZARLETA DIRECTOR 1.00 0.50 X 0 0 0 PHIL TAILLON DIRECTOR 1.00 0.50 X 0 0 0 CHELSEA WHITTINGTON DIRECTOR 1.00 0.50 X 0 0 0 RICHARD YOUNG DIRECTOR 1.00 0.50 X 0 0 0 SHERRI ZILLER DIRECTOR 1.00 0.50 X 0 0 0 CAROLYN SAXTON FORMER PRESI 40.00 0.50 X 103076 0 3092 KELLY ANOE PRESIDENT 40.00 0.50 X 111954 0 3359 215030 6451 2 true false false 2174949 2174949 PROGRAM SERVICE REVENUE 737322 737322 737322 1528207 1528207 38692495 42163763 -3471268 -3471268 -3471268 9935 9935 OTHER INCOME 900099 1583 1583 1583 980728 -2732363 1528207 3012192 3012192 482888 482888 101802 35007 51306 15489 93729 32231 47237 14261 367113 126240 185018 55855 52809 16371 27989 8449 44975 13942 23837 7196 737322 737322 17839 17839 164781 164781 27458 27458 25548 25548 8539 2654 4521 1364 56933 18111 29820 9002 87591 27154 46423 14014 14510 4713 7525 2272 14744 4571 7814 2359 6443 1997 3415 1031 PROGRAM EXPENSES 215658 215658 SPECIAL EVENTS 33268 10313 17632 5323 MISCELLANEOUS EXPENSE 13415 4159 7109 2147 REPAIRS AND MAINTENANCE 12064 3743 6392 1929 7267 7267 5598888 4039402 1385980 173506 619376 1570711 4578418 3347356 7686727 5778939 9281 35855 133930 101477 41422 32453 77012751 64502878 197699 129916 90145674 75398108 128590 77892 368392 331304 11052179 9093586 640336 472218 12189497 9975000 X 1710149 1682314 76246028 63740794 77956177 65423108 90145674 75398108 X -4618160 -9918361 2003452 X false true X true false X 6501308 4144094 12983868 2686336 2174949 28490555 6501308 4144094 12983868 2686336 2174949 28490555 16695917 11794638 2256063 2137645 2075168 1497888 1528207 9494971 68017 15830 1629 4795 80243 170514 38156040 3655448 0.30910 0.31460 X 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 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 245607 587664 9172255 true true false true X 67903184 1353916 -9999778 2349600 614487 56293235 59439470 1697434 8611204 1151564 693360 67903184 55732535 665253 4955822 1425773 488367 59439470 47701523 2470879 7349110 1074582 714395 55732535 50732931 986428 -2725499 1188224 104113 47701523 0.87360 0.12640 false false 133930 101477 32453 32453 ANNUITIES PAYABLE 342302 RIGHT OF USE 129916 472218 X -7520825 -9918361 44859 -9873502 2352677 164781 -1536730 -1371949 980728 5012244 5012244 164781 421863 586644 5598888 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 true BEACHFRONT DANCE SCHOOL 427 S LAKE ST GARY IN 464032406 010732885 501C3 5400 DANCE WORKSHOPS BIG BROTHERS - BIG SISTERS OF METROPOLITAN CHICAGO (BBBSMC) 560 W LAKE ST - 5TH FLOOR CHICAGO IL 606611445 362681212 501C3 10000 PROGRAM SUPPORT CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 351087173 501C3 31690 OPERATING SUPPORT CAMPAGNA ACADEMY INC 7403 CLINE AVE SCHERERVILLE IN 46375 351068483 501C3 10000 FAMILY CENTERS CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC 940 BROADWAY GARY IN 46402 351122204 501C3 16285 FURTHER ORGS MISSION CATHOLIC DIOCESE OF GARY 9292 BROADWAY MERRILLVILLE IN 464107047 351122204 501C3 6730 PROVIDING AID CENTER FOR INDEPENDENT DOCUMENTARY 4824 S DORCHESTER AVE UNIT 1 CHICAGO IL 60615 042738458 501C3 10000 WALKABLE USA COATES INC 2101 E 87TH AVE MERRILLVILLE IN 46410 845030181 501C3 10000 MOBILE OFFICE COMPUTER SKILLS AND TRAINING CENTER 7601 WHITCOMB ST MERRILLVILLE IN 464104360 611462113 501C3 8000 PROGRAM SUPPORT CRISIS CENTER 101 N MONTGOMERY ST GARY IN 464033921 351324480 501C3 58232 FURTHER ORGS MISSION DUNES LEARNING CENTER 700 HOWE RD CHESTERTON IN 46304 352031658 501C3 34299 FURTHER ORGS MISSION EXCEPTIONAL EQUESTRIANS UNLIMITED 5699 E 73RD AVENUE MERRILLVILLE IN 46410 351589914 501C3 13000 PARKING LOT FAMILY LIFE COMMUNITY YOUTH CENTER 565 MASSACHUSETTS GARY IN 46402 812515395 501C3 7500 VACCINE OUTREACH FIRST UNITED LUTHERAN CHURCH 6705 HOHMAN AVE HAMMOND IN 46324 351592861 49000 FURTHER ORGS MISSION FOOD BANK OF NORTHWEST INDIANA 6490 BROADWAY MERRILLVILLE IN 46410 351528285 501C3 7500 PANTRY PACK FRANCISCAN HEALTH 2050 N MAIN ST STE A CROWN POINT IN 463072048 351955283 501C3 12019 FURTHER ORGS MISSION FRANCISCAN MINISTRIES 11500 THERESA DRIVE LEMONT IL 60439 363579767 501C3 24659 FURTHER ORGS MISSION FSSA (INDIANA FAMILY & SOCIAL SVCS ADMINISTRATION) PO BOX 621007 INDIANAPOLIS IN 46262 GOV 33602 OMW PRE-K GARY COMMUNITY PARTNERSHIP CORP 591 JOHNSON ST GARY IN 46402 832885789 501C3 24500 FURTHER ORGS MISSION GARY PUBLIC LIBRARY 220 W 5TH AVE GARY IN 464021215 356001509 GOV 60351 MAKERSPACE PROJECT GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA 20 S CLARK ST - SUITE 20 CHICAGO IL 60603 363871241 501C3 10000 FURTHER ORGS MISSION GIRLS ON THE RUN OF NW INDIANA 821 W 45TH ST GRIFFITH IN 46319 320186701 501C3 10000 FURTHER ORGS MISSION GRACE BEYOND BORDERS NWI INC PO BOX 927 EAST CHICAGO IN 463123206 371733603 501C3 6017 VOLUNTEER PROGRAM GREATER HAMMOND COMMUNITY SERVICES INC 824 HOFFMAN ST HAMMOND IN 463271830 351398205 501C3 10000 FURTHER ORGS MISSION HAMMOND COMMUNITY CORPORATION 5925 CALUMET AVE RM G-17 HAMMOND IN 46320 463368354 501C3 61427 FURTHER ORGS MISSION HAMMOND DEVELOPMENT CORPORATION 5209 HOHMAN AVENUE HAMMOND IN 463201719 351581423 501C3 10000 LATINO ENTREPRENEUR HAMMOND EDUCATION FOUNDATION INC 41 WILLIAMS ST HAMMOND IN 46320 351572372 501C3 12169 FURTHER ORGS MISSION HAMMOND FAMILY YMCA 7332 SOUTHEASTERN AVE HAMMOND IN 46324 351369437 501C3 10000 FURTHER ORGS MISSION HAMMOND PUBLIC LIBRARY FOUNDATION 564 STATE ST HAMMOND IN 463201532 471982796 501C3 57700 FURTHER ORGS MISSION HEARTS IN MOTION 2210 US HIGHWAY 41 SCHERERVILLE IN 46375 351887934 501C3 17000 NEW DIRECTIONS HOBART COMMUNITY FOUNDATION 1001 LILLIAN ST HOBART IN 46342 351790403 501C3 12975 FURTHER ORGS MISSION HOBART FOOD PANTRY INCORPORATED PO BOX 394 HOBART IN 46342 351757175 501C3 50560 FURTHER ORGS MISSION HOBART HISTORICAL SOCIETY 706 EAST 4TH STREET PO BOX 24 HOBART IN 46342 237088107 501C3 7018 FURTHER ORGS MISSION HOPE HOUSE 7696 OLD BRUNEAU HWY PO BOX 550 MARSING ID 836390550 820352589 501C3 10000 FURTHER ORGS MISSION HOSPICE OF THE CALUMET AREA INC 600 SUPERIOR AVE MUNSTER IN 46321 351519392 501C3 11146 FURTHER ORGS MISSION HUMANE INDIANA 8149 KENNEDY AVE HIGHLAND IN 46322 350895837 501C3 40804 FURTHER ORGS MISSION INCREMENTAL DEVELOPMENT ALLIANCE 111 W BERRY STREET - SUITE 211 FORT WAYNE IN 46802 475230165 501C3 50000 STARTUP GARY INDIANA BALLET THEATRE NORTHWEST INC 8888 LOUISIANA STREET MERRILLVILLE IN 46410 351846477 501C3 9499 FIELD TRIP IVY TECH FOUNDATION 50 WEST FALL CREEK PARKWAY INDIANAPOLIS IN 46208 237073977 501C3 6132 FURTHER ORGS MISSION LAKE COUNTY COMMUNITY SERVICES INC 1450 E JOLIET ST SUITE 202 CROWN POINT IN 46307 351452057 501C3 6600 FURTHER ORGS MISSION LAKE COUNTY IN ECONOMIC ALLIANCE 440 W 84TH DR MERRILLVILLE IN 46410 351598214 501C3 12500 SITE SELECT LAKE COUNTY PUBLIC LIBRARY 1919 W 81ST AVE MERRILLVILLE IN 464105382 356006653 501C3 5384 FURTHER ORGS MISSION LAKESHORE PUBLIC MEDIA NWI PUBLIC BROADCASTING 8625 INDIANA PLACE MERRILLVILLE IN 46410 310960136 501C3 37188 PRODUCTION EQUIPMENT LOWELL PUBLIC LIBRARY 1505 E COMMERCIAL AVE LOWELL IN 46356 356007007 GOV 8789 FURTHER ORGS MISSION MARIA REINER CENTER 705 E 4TH ST HOBART IN 46342 356001058 GOV 28912 PROGRAM DIRECTOR MAYO CLINIC FOUNDATION 200 FIRST ST SW ROCHESTER MN 55905 411506440 501C3 5384 ALZHEIMER RESEARCH MILLER COMMUNITY FUND INC PO BOX 2573 GARY IN 464030817 300317277 501C3 8363 FURTHER ORGS MISSION NEW STAR INC 8674 BROADWAY MERRILLVILLE IN 46410 237294685 501C3 15000 CHALLENGING LIMITS NORTHWEST INDIANA COMMUNITY ACTION 5240 FOUNTAIN DR CROWN POINT IN 46307 351112290 501C3 21000 LOFTS FLOURISH PLAN NWI VOLUNTEER LAWYERS INC 915 MAIN ST SUITE 208 EVANSVILLE IN 47708 352126880 501C3 10534 FURTHER ORGS MISSION OLYMPIA FIELDS COUNTRY CLUB HISTORIC LANDMARK FOUNDATION 2800 COUNTRY CLUB DR OLYMPIA FIELDS IL 60461 352585544 501C3 7000 FURTHER ORGS MISSION OPERATION COMBAT BIKESAVER 1670 E NORTH STREET CROWN POINT IN 463078568 475307287 501C3 15000 ON YOUR FEET OPPORTUNITY ENTERPRISES INC 2801 EVANS AVE VALPARAISO IN 463836940 351136833 501C3 30000 RESPITE CENTER PATHWAY TO ADVENTURE COUNCIL BOY SCOUTS OF AMERICA 1218 W ADAMS ST CHICAGO IL 60607 475066720 501C3 8117 FURTHER ORGS MISSION PINK RIBBON SOCIETY 303 E 89TH AVE SUITE 100 MERRILLVILLE IN 46410 200069367 501C3 15000 PATIENT SUPPORT PROVIDENCE CRISTO RAY HIGH SCHOOL 75 N BELLEVIEW PLACE INDIANAPOLIS IN 46222 GOV 7500 SCHOLARSHIP PUBLIC NEWS SOURCE 3980 BROADWAY SUITE 102 BOX 139 BOULDER CO 80304 820511533 5500 MEMBERSHIP RESILIA 3014 DAUPHINE STREET NEW ORLEANS LA 70117 831689096 25000 CAPACITY BUILDING SCHOOL HOUSE CHILDREN'S CHARITY INC 1556 CENTER STREET WHITING IN 46394 883127872 501C3 5900 COAT DRIVE SOUTH SHORE NEIGHBORHOOD DEVELOPMENT 370 E 84TH DRIVE SUITE 100 MERRILLVILLE IN 46410 833190802 501C3 53621 FURTHER ORGS MISSION ST JOSEPH'S CARMELITE HOME 4840 GRASSELLI ST EAST CHICAGO IN 46312 351117320 501C3 15000 FURTHER ORGS MISSION ST JUDE HOUSE 12490 MARSHALL ST CROWN POINT IN 46307 351905782 501C3 9380 NEW LOCKERS ST MARY OF THE LAKE 6060 MILLER AVE GARY IN 46403 350898396 501C3 8000 FOOD PANTRY STARTUP GARY COMMUNITY DEVELOPMENT CORPORATION 588 TANEY STREET GARY IN 46404 852614576 501C3 15000 ECONOMIC DEVELOPMENT STRESSBUSTERS INC 8620 MAPLE AVE GARY IN 46403 811052805 501C3 11580 FURTHER ORGS MISSION THE CARING PLACE INC 150 LINCOLNWAY STE 3002 VALPARAISO IN 463835570 310944075 501C3 20000 FILLING THE GAPS THE CAVALIERS AP&E 9501 W DEVON AVENUE SUITE 605 ROSEMONT IL 60018 237449578 501C3 7077 FURTHER ORGS MISSION THE FIRST TEE OF HAMMOND 901 E 129TH ST HAMMOND IN 46320 204514968 501C3 7939 FURTHER ORGS MISSION THE MULTI AGENCY ACADEMIC COOPERATIVE FOUNDATION 4203 MONTDALE PARK DRIVE VALPARAISO IN 46383 384008491 501C3 27895 FURTHER ORGS MISSION TOWN OF MERRILLVILLE 7820 BROADWAY MERRILLVILLE IN 46410 351288379 GOV 754774 OPERATION SUPPORT TRADEWINDS SERVICES INC 3198 E 83RD PLACE MERRILLVILLE IN 46410 351139485 501C3 135674 FURTHER ORGS MISSION TRINITY LUTHERAN SCHOOL 891 S LINDA ST HOBART IN 46342 356000591 501C3 101120 FURTHER ORGS MISSION TRUSTEES OF PURDUE UNIVERSITY 1281 WEN HENTSCHEL BLVD STE 1100 WEST LAFAYETTE IN 47906 356002041 501C3 25000 FURTHER ORGS MISSION URBAN LEAGUE OF NORTHWEST INDIANA 3101 BROADWAY GARY IN 46409 351178594 501C3 9000 FURTHER ORGS MISSION VNA OF PORTER COUNTY 501 MARQUETTE ST VALPARAISO IN 463832508 351174866 501C3 45560 FURTHER ORGS MISSION THE METHODIST HOSPITALS FOUNDATION INC 600 GRANT ST GARY IN 464026001 271495289 501C3 25253 TRANSPORTATION THE SALVATION ARMY NORTHWEST INDIANA AREA COMMAND 8225 COLOMBIA AVE MUNSTER IN 463211888 362167910 501C3 18686 FURTHER ORGS MISSION UNITED CHARITABLE - ATHLETES FOR CHARITY 1620 SENATOR DR EAST CHICAGO IN 46312 204286082 501C3 12000 LITERACY INITIATIVES UNITED WAY OF NORTHWEST INDIANA INC 951 EASTPORT CENTRE DRIVE VALPARAISO IN 46383 356006484 501C3 16337 SUPPORTING RESIDENTS WHITINGROBERTSDALE COMM IMPROVEMENT CORP 1417 119TH ST WHITING IN 463941714 351772197 501C3 5190 FURTHER ORGS MISSION 77 3 SCHOLARSHIP 202 482888 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTEE REPORTS ARE REQUIRED FOR ALL GRANTS. false false false false false false false false false CAROLYN SAXTON FORMER PRESIDENT 103076 3092 106168 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