LEGACY FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY FOUNDATION INC (EIN 35-1872803)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-18
- IRS object ID
- 202132919349301508
- Schema version
- 2020v4.0
- 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 | 2021-10-18T12:41:23-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | CAROLYN SAXTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2197361880 | PhoneNum |
| Signature | 2021-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | SAXTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2021-10-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROLYN SAXTON | 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 | $20,360,559 | 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,144,094 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,983,868 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $689,197 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $687,695 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,230,934 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,430,255 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,830 | PYOtherRevenueAmt |
| CY Other Revenue | $1,629 | CYOtherRevenueAmt |
| PY Total Revenue | $8,080,055 | PYTotalRevenueAmt |
| CY Total Revenue | $16,103,447 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,986,945 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,695,243 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $615,545 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $647,794 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $155,599 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,675,035 | PYOtherExpensesAmt |
| CY Other Expenses | $2,397,999 | CYOtherExpensesAmt |
| PY Total Expenses | $4,277,525 | PYTotalExpensesAmt |
| CY Total Expenses | $6,741,036 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,802,530 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,362,411 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,598,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,702,603 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,334,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,411,185 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,264,200 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,291,418 | 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 | $5,100,559 | ExpenseAmt |
| Grant | $3,695,243 | GrantAmt |
| Revenue | $687,695 | RevenueAmt |
| Desc | LEGACY FOUNDATION PROVIDED TOTAL GRANTS AND SCHOLARSHIPS IN 2020 OF 3,695,243. 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 | $5,100,559 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN SAXTON | PersonNm |
| 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 | 46410 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 |
|---|---|---|---|---|---|---|---|
| GREGORY GORDON | |||||||
| CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAREY YUKICH | |||||||
| VICE-CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES DUNNE | |||||||
| TREASURER | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANA RIFAI | |||||||
| SECRETARY | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KARIMA HASAN BEY | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN FREYEK | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HEATHER GARAY | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANETTE GARZA | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GRIFFIN | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT JOHNSON | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN KAVOIS | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| THOMAS KEON | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RICHARD LEVERETT | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHANNON NODER | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARTIE RIVAS-RAMOS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SALATAS | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SOPHIA STRATTON | |||||||
| 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 | |
| KENNETH WILK | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RICHARD YOUNG | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN SAXTON | |||||||
| PRESIDENT | 40.00 | 0.50 | Yes (X) | $142,670 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $142,670 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $12,983,868 | AllOtherContributionsAmt |
| Noncash Contributions | $123,160 | NoncashContributionsAmt |
| Total Contributions | $12,983,868 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Total Revenue Column | $687,695 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $687,695 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $687,695 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,075,168 | TotalRevenueColumnAmt |
| Exclusion | $2,075,168 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,612,199 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,257,112 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $355,087 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $355,087 | TotalRevenueColumnAmt |
| Exclusion | $355,087 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,629 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,629 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,103,447 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $689,324 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,430,255 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,258,430 | TotalAmt |
| Program Services | $3,258,430 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,813 | TotalAmt |
| Program Services | $436,813 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,670 | TotalAmt |
| Program Services | $55,943 | ProgramServicesAmt |
| Management And General | $66,616 | ManagementAndGeneralAmt |
| Fundraising | $20,111 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,936 | TotalAmt |
| Program Services | $161,526 | ProgramServicesAmt |
| Management And General | $192,344 | ManagementAndGeneralAmt |
| Fundraising | $58,066 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,565 | TotalAmt |
| Program Services | $18,948 | ProgramServicesAmt |
| Management And General | $25,054 | ManagementAndGeneralAmt |
| Fundraising | $7,563 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,623 | TotalAmt |
| Program Services | $16,470 | ProgramServicesAmt |
| Management And General | $19,320 | ManagementAndGeneralAmt |
| Fundraising | $5,833 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,691 | TotalAmt |
| Management And General | $687,691 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,628 | TotalAmt |
| Management And General | $3,628 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,243 | TotalAmt |
| Management And General | $367,243 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,925 | TotalAmt |
| Program Services | $50,925 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,684 | TotalAmt |
| Program Services | $85 | ProgramServicesAmt |
| Fundraising | $20,599 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,508 | TotalAmt |
| Program Services | $2,802 | ProgramServicesAmt |
| Management And General | $4,383 | ManagementAndGeneralAmt |
| Fundraising | $1,323 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,012 | TotalAmt |
| Program Services | $24,623 | ProgramServicesAmt |
| Management And General | $41,777 | ManagementAndGeneralAmt |
| Fundraising | $12,612 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,553 | TotalAmt |
| Program Services | $28,151 | ProgramServicesAmt |
| Management And General | $47,164 | ManagementAndGeneralAmt |
| Fundraising | $14,238 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,748 | TotalAmt |
| Program Services | $3,671 | ProgramServicesAmt |
| Management And General | $4,668 | ManagementAndGeneralAmt |
| Fundraising | $1,409 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,955 | TotalAmt |
| Program Services | $4,016 | ProgramServicesAmt |
| Management And General | $6,866 | ManagementAndGeneralAmt |
| Fundraising | $2,073 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,671 | TotalAmt |
| Program Services | $1,147 | ProgramServicesAmt |
| Management And General | $1,939 | ManagementAndGeneralAmt |
| Fundraising | $585 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DISCOUNT ON PLEDGE | $565,803 | $565,803 | ||
| PROGRAM EXPENSES | $347,312 | $347,312 | ||
| ALLOWANCE FOR PLEDGE | $100,000 | $100,000 | ||
| REPAIRS AND MAINTENANCE | $19,021 | $15,851 | $2,435 | $735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,245 | TotalAmt |
| Program Services | $8,043 | ProgramServicesAmt |
| Management And General | $13,750 | ManagementAndGeneralAmt |
| Fundraising | $10,452 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,741,036 | TotalAmt |
| Program Services | $5,100,559 | ProgramServicesAmt |
| Management And General | $1,484,878 | ManagementAndGeneralAmt |
| Fundraising | $155,599 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,421,398 | BOYAmt |
| EOY | $1,691,298 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,027 | BOYAmt |
| EOY | $1,735,042 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,581 | BOYAmt |
| EOY | $9,420,661 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,969 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,649 | BOYAmt |
| EOY | $34,439 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,048,702 | BOYAmt |
| EOY | $69,806,293 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,598,357 | BOYAmt |
| EOY | $82,702,603 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,081 | BOYAmt |
| EOY | $73,093 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,339 | BOYAmt |
| EOY | $991,477 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,622,115 | BOYAmt |
| EOY | $9,847,657 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,622 | BOYAmt |
| EOY | $498,958 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,334,157 | BOYAmt |
| EOY | $11,411,185 | 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 | $1,284,385 | BOYAmt |
| EOY | $1,448,820 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,979,815 | BOYAmt |
| EOY | $69,842,598 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,264,200 | BOYAmt |
| EOY | $71,291,418 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,598,357 | BOYAmt |
| EOY | $82,702,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,362,411 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,967,161 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$302,354 | 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 | $1,819,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,079,172 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,501,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,144,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,983,868 | CurrentTaxYearAmt |
| Total | $27,527,925 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,819,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,079,172 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,501,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,144,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,983,868 | CurrentTaxYearAmt |
| Total | $27,527,925 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,221,734 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,306,191 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,373,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,127,874 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,256,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,137,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,075,168 | CurrentTaxYearAmt |
| Total | $9,969,815 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,629 | CurrentTaxYearAmt |
| Total | $143,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,641,675 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,669,235 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.30040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS/PROGRAM INCOME 143,935 | ExplanationTxt |
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 | 71 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $311,588 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $174,021 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,586,608 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,251,837 | BeginningYearBalanceAmt |
| Contributions | $214,809 | ContributionsAmt |
| Investment Earnings Or Losses | $7,233,666 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,215,468 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $751,913 | AdministrativeExpensesAmt |
| End Year Balance | $50,732,931 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,914,116 | BeginningYearBalanceAmt |
| Contributions | $1,801,872 | ContributionsAmt |
| Investment Earnings Or Losses | $3,912,246 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,696,949 | GrantsOrScholarshipsAmt |
| Other Expenditures | $128,041 | OtherExpendituresAmt |
| Administrative Expenses | $551,407 | AdministrativeExpensesAmt |
| End Year Balance | $45,251,837 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.79000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,969 | DepreciationAmt |
| Book Value | $34,439 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,439 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $498,958 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $498,958 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,464,939 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,967,161 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$76,812 | OtherRevenueAmt |
| Revenue Not Reported | $4,890,349 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,574,590 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $367,243 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,161,614 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,528,857 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,103,447 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,437,721 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,437,721 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $367,243 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $936,072 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,303,315 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,741,036 | 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 2017, 2018, AND 2019 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 -76,812 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CUSTODIAL FUND REVENUES 1,161,614 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | CUSTODIAL FUND EXPENSES 936,072 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (66 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 219 HEALTH NETWORK INC | ||||||||
| 100 W CHICAGO AVE STE F | EAST CHICAGO | IN | 463123261 | 822299994 | 501C3 | $7,500 | FURTHER ORGS MISSION | |
| A POSITING APPROACH TO TEEN HEALTH | ||||||||
| 5997 CARLSON AVE A | PORTAGE | IN | 46368 | 351902269 | 501C3 | $8,000 | FURTHER ORGS MISSION | |
| AFFECTING COMMUNITIES THROUGH | ||||||||
| 2484 WEST 185TH LANE | MERRILLVILLE | IN | 46410 | 842266209 | 501C3 | $13,500 | FURTHER ORGS MISSION | SERVICE COMMUNITY DEVELOPMENT CORP |
| BEACHFRONT DANCE SCHOOL | ||||||||
| 427 S LAKE ST | GARY | IN | 464032406 | 010732885 | 501C3 | $7,300 | FURTHER ORGS MISSION | |
| BETHEL LUTHERAN CHURCH | ||||||||
| 411 N MONTGOMERY ST | GARY | IN | 46403 | 356271472 | 501C3 | $15,000 | FURTHER ORGS MISSION | |
| BROTHERS' KEEPER INC | ||||||||
| PO BOX 7287 | GARY | IN | 464077287 | 311204711 | 501C3 | $7,500 | FURTHER ORGS MISSION | |
| CALUMET COLLEGE OF ST JOSEPH | ||||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | 351087173 | 501C3 | $16,664 | FURTHER ORGS MISSION | |
| CATHOLIC CHARITIES OF THE DIOCESE | ||||||||
| 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501C3 | $8,555 | FURTHER ORGS MISSION | OF GARY INC |
| CATHOLIC DIOCESE OF GARY | ||||||||
| 9292 BROADWAY | MERRILLVILLE | IN | 464107047 | 351122204 | 501C3 | $5,550 | FURTHER ORGS MISSION | |
| COMMUNITY HEALTHNET INC | ||||||||
| 1021 W 5 TH AVE | GARY | IN | 46402 | 352048141 | 501C3 | $7,500 | FURTHER ORGS MISSION | |
| CRISIS CENTER | ||||||||
| 101 N MONTGOMERY ST | GARY | IN | 464033921 | 351324480 | 501C3 | $53,137 | FURTHER ORGS MISSION | |
| CROWN POINT COMMUNITY PUBLIC | ||||||||
| 122 N MAIN ST | CROWN POINT | IN | 46307 | 351580516 | GOV | $6,000 | FURTHER ORGS MISSION | LIBRARY |
| CRWORKS INC | ||||||||
| 2108 JEFFERSON ST | GARY | IN | 46407 | 020568838 | 501C3 | $8,259 | FURTHER ORGS MISSION | |
| DUNES LEARNING CENTER | ||||||||
| 700 HOWE RD | CHESTERTON | IN | 46304 | 352031658 | 501C3 | $11,271 | FURTHER ORGS MISSION | |
| EDGEWATER SYSTEMS FOR BALANCED | ||||||||
| 1100 W 6TH AVE | GARY | IN | 464021711 | 510137391 | 501C3 | $32,500 | FURTHER ORGS MISSION | LIVING INC |
| FAIR HAVEN CENTER FOR WOMEN INC | ||||||||
| 2645 RIDGE RD | HIGHLAND | IN | 46322 | 203710770 | 501C3 | $7,000 | FURTHER ORGS MISSION | |
| FOOD BANK OF NORTHWEST INDIANA | ||||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | 351528285 | 501C3 | $462,800 | FURTHER ORGS MISSION | |
| FRANCISCAN HEALTH | ||||||||
| 2050 N MAIN ST STE A | CROWN POINT | IN | 463072048 | 351955283 | 501C3 | $20,000 | FURTHER ORGS MISSION | |
| FRANCISCAN MINISTRIES | ||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 363579767 | 501C3 | $20,143 | FURTHER ORGS MISSION | |
| FRANCISCAN ST ANTHONY HEALTH | ||||||||
| 1201 S MAIN ST | CROWN POINT | IN | 46307 | 351330472 | 501C3 | $14,097 | FURTHER ORGS MISSION | CROWN POINT |
| FRIENDS OF THE WHITING PUBLIC | ||||||||
| 1735 OLIVER ST | WHITING | IN | 46394 | 351897562 | 501C3 | $8,500 | FURTHER ORGS MISSION | LIBRARY |
| GARY ALUMNI PATHWAY TO STUDENTS | ||||||||
| 9TH AND GERRY STREET | GARY | IN | 46404 | 813742923 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| GARY COMMUNITY PARTNERSHIP CORP | ||||||||
| 591 JOHNSON ST | GARY | IN | 46402 | 832885789 | 501C3 | $6,000 | FURTHER ORGS MISSION | |
| GIRL SCOUTS OF GREATER CHICAGO | ||||||||
| 20 S CLARK ST - SUITE 20 | CHICAGO | IL | 60603 | 363871241 | 501C3 | $20,000 | FURTHER ORGS MISSION | AND NORTHWEST INDIANA |
| HABITAT OF HUMANITY OF NW INDIANA | ||||||||
| 3777 COLFAX ST | GARY | IN | 46408 | 561525939 | 501C3 | $5,340 | FURTHER ORGS MISSION | |
| HAMMOND COMMUNITY CORPORATION | ||||||||
| 5925 CALUMET AVE RM G-17 | HAMMOND | IN | 46320 | 463368354 | 501C3 | $56,723 | FURTHER ORGS MISSION | |
| HAMMOND EDUCATION FOUNDATION INC | ||||||||
| 41 WILLIAMS ST | HAMMOND | IN | 46320 | 351572372 | 501C3 | $10,497 | 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 | $53,351 | FURTHER ORGS MISSION | |
| HEALTHLINC INC | ||||||||
| 2401 VALLEY DRIVE | VALPARAISO | IN | 46383 | 352147791 | 501C3 | $17,500 | FURTHER ORGS MISSION | |
| HEALTHVISIONS MIDWEST INC | ||||||||
| 3700 179TH ST | HAMMOND | IN | 463233034 | 352064919 | 501C3 | $12,500 | FURTHER ORGS MISSION | |
| HOBART COMMUNITY FOUNDATION | ||||||||
| 1001 LILLIAN ST | HOBART | IN | 46342 | 351790403 | 501C3 | $12,166 | FURTHER ORGS MISSION | |
| HOBART FOOD PANTRY INCORPORATED | ||||||||
| PO BOX 394 | HOBART | IN | 46342 | 351757175 | 501C3 | $94,362 | FURTHER ORGS MISSION | |
| HOBART HISTORICAL SOCIETY | ||||||||
| 706 EAST 4TH STREET PO BOX 24 | HOBART | IN | 46342 | 237088107 | 501C3 | $6,479 | FURTHER ORGS MISSION | |
| HOSPICE OF THE CALUMET AREA INC | ||||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 46321 | 351519392 | 501C3 | $15,813 | FURTHER ORGS MISSION | |
| INDIANA STATE UNIVERSITY FOUNDATION | ||||||||
| 30 NORTH FIFTH ST | TERRE HAUTE | IN | 47809 | 356045550 | 501C3 | $6,700 | FURTHER ORGS MISSION | |
| IT'S GARY'S TIME INC | ||||||||
| 13330 PARRISH AVE | CEDAR LAKE | IN | 46303 | 272435550 | 501C3 | $35,040 | FURTHER ORGS MISSION | |
| ITOWN MINISTRIES INC | ||||||||
| 12491 E 136TH | FISHERS | IN | 46038 | 473197521 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| IVY TECH FOUNDATION | ||||||||
| 50 WEST FALL CREEK PARKWAY | INDIANAPOLIS | IN | 46208 | 237073977 | 501C3 | $5,736 | FURTHER ORGS MISSION | |
| LAKE AREA UNITED WAY | ||||||||
| 221 W RIDGE RD | GRIFFITH | IN | 46319 | 237170019 | 501C3 | $15,094 | FURTHER ORGS MISSION | |
| LAKESHORE PUBLIC MEDIA | ||||||||
| 8625 INDIANA PLACE | MERRILLVILLE | IN | 46410 | 310960136 | 501C3 | $12,448 | FURTHER ORGS MISSION | NWI PUBLIC BROADCASTING |
| LOWELL PUBLIC LIBRARY | ||||||||
| 1505 E COMMERCIAL AVE | LOWELL | IN | 46356 | 356007007 | GOV | $7,526 | FURTHER ORGS MISSION | |
| MARIA REINER CENTER | ||||||||
| 705 E 4TH ST | HOBART | IN | 46342 | 356001058 | GOV | $56,797 | FURTHER ORGS MISSION | |
| METHODIST HOSPITAL | ||||||||
| 600 GRANT STREET | GARY | IN | 46402 | 350868133 | 501C3 | $30,000 | FURTHER ORGS MISSION | |
| MILLER COMMUNITY FUND INC | ||||||||
| PO BOX 2573 | GARY | IN | 464030817 | 300317277 | 501C3 | $6,838 | FURTHER ORGS MISSION | |
| NORTHWEST INDIANA INFORMATION | ||||||||
| 1001 RIDGE ROAD | MUNSTER | IN | 46321 | 473061983 | 501C3 | $20,000 | FURTHER ORGS MISSION | SHARING & SECURITY ALLIANCE |
| NWI VOLUNTEER LAWYERS INC | ||||||||
| 651 E 3RD ST | HOBART | IN | 46342 | 352127740 | 501C3 | $10,012 | FURTHER ORGS MISSION | |
| PALADIN INC | ||||||||
| 4315 EAST MICHIGAN BLVD | MICHIGAN CITY | IN | 46360 | 356076798 | 501C3 | $13,821 | FURTHER ORGS MISSION | |
| PATHWAY TO ADVENTURE COUNCIL | ||||||||
| 1218 W ADAMS ST | CHICAGO | IL | 60607 | 475066720 | 501C3 | $17,000 | FURTHER ORGS MISSION | BOY SCOUTS OF AMERICA |
| PLANNED PARENTHOOD OF INDIANA AND | ||||||||
| 200 S MERIDIAN ST STE 400 | INDIANAPOLIS | IN | 462251076 | 350874276 | 501C3 | $8,371 | FURTHER ORGS MISSION | KENTUCKY |
| PORTER STARKE SERVICES INC | ||||||||
| 601 WALL ST | VALPARAISO | IN | 46383 | 351330771 | 501C3 | $7,500 | FURTHER ORGS MISSION | |
| SALVATION ARMY | ||||||||
| 8225 COLUMBIA AVE | MUNSTER | IN | 46321 | 362167910 | 501C3 | $27,668 | FURTHER ORGS MISSION | |
| SAVE THE DUNES CONSERVATION FUND | ||||||||
| 444 BARKER RD | MICHIGAN CITY | IN | 463604726 | 351915468 | 501C3 | $5,999 | FURTHER ORGS MISSION | |
| ST JOSEPH'S CARMELITE HOME | ||||||||
| 4840 GRASSELLI ST | EAST CHICAGO | IN | 46312 | 351117320 | 501C3 | $26,425 | FURTHER ORGS MISSION | |
| ST JUDE HOUSE | ||||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 46307 | 351905782 | 501C3 | $14,029 | FURTHER ORGS MISSION | |
| THE CAVALIERS DRUM BUGLE CORPS | ||||||||
| 7122 LYNDEN PLACE | ROSEMONT | IL | 60018 | 237449578 | 501C3 | $6,423 | FURTHER ORGS MISSION | |
| THE FIRST TEE OF HAMMOND | ||||||||
| 901 E 129TH ST | HAMMOND | IN | 46320 | 204514968 | 501C3 | $7,364 | FURTHER ORGS MISSION | |
| THE MULTI AGENCY ACADEMIC | ||||||||
| 4203 MONTDALE PARK DRIVE | VALPARAISO | IN | 46383 | 384008491 | 501C3 | $12,552 | FURTHER ORGS MISSION | COOPERATIVE FOUNDATION |
| TOWN OF GRIFFITH- PARKS & RECREATIO | ||||||||
| 111 N BROAD ST | GRIFFITH | IN | 46319 | 356001051 | GOV | $15,000 | FURTHER ORGS MISSION | |
| TRADEWINDS SERVICES INC | ||||||||
| 3198 E 83RD PLACE | MERRILLVILLE | IN | 46410 | 351139485 | 501C3 | $151,500 | FURTHER ORGS MISSION | |
| TRINITY LUTHERAN SCHOOL | ||||||||
| 891 S LINDA ST | HOBART | IN | 46342 | 356000591 | 501C3 | $174,264 | FURTHER ORGS MISSION | |
| TRUSTEES OF INDIANA UNIVERSITY | ||||||||
| 509 E 3RD ST | BLOOMINGTON | IN | 47401 | 356001673 | 501C3 | $15,000 | FURTHER ORGS MISSION | |
| TRUSTEES OF PURDUE UNIVERSITY | ||||||||
| 1281 WEN HENTSCHEL BLVD STE 1100 | WEST LAFAYETTE | IN | 47906 | 356002041 | 501C3 | $41,972 | FURTHER ORGS MISSION | |
| URBAN LEAGUE OF NORTHWEST INDIANA | ||||||||
| 3101 BROADWAY | GARY | IN | 46409 | 351178594 | 501C3 | $7,250 | FURTHER ORGS MISSION | |
| VNA OF PORTER COUNTY | ||||||||
| 501 MARQUETTE ST | VALPARAISO | IN | 463832508 | 351174866 | 501C3 | $121,132 | FURTHER ORGS MISSION | |
| YWCA OF GARY | ||||||||
| 150 W 15TH AVE | GARY | IN | 464071219 | 350868221 | 501C3 | $14,530 | FURTHER ORGS MISSION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 66 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 174 | RecipientCnt |
| Cash Grant | $436,813 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | PROGRAM STAFF IS RESPONSIBLE FOR MONITORING PERIODIC GRANTEE REPORTS, REPORTING TO THE GRANTS COMMITTEE ON GRANTEE'S COMPLIANCE, AND PURSUING TARDY, INCOMPLETE OR MISSING REPORTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $123,160 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE MONITORED ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. EACH BOARD MEMBER SHALL DISCLOSE IN WRITING ANY INTEREST HELD BY SELF OR IMMEDIATE FAMILY, INCLUDING WITH A CHARITABLE OR COMMUNITY ORGANIZATION, BUSINESS ENTERPRISE OR CONSULTING WORK OR AFFILIATION WITH ORGANIZATIONS THAT MAY CREATE AN INTEREST OR BIAS WITH RESPECT TO THE FOUNDATION'S ACTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS, DONORS AND STAKEHOLDERS. GUIDESTAR IS UPDATED WITH THE FOUNDATION'S CURRENT GOVERNING DOCUMENTS, CURRENT AND PAST ANNUAL REPORTS, FORM 990, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON REQUEST OR BY VISITING THE FOUNDATION WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT-INTEREST AGREEEMENT -76,812 CUSTODIAL FUND REVENUES -1,161,614 CUSTODIAL FUND EXPENSES 936,072 TOTAL -302,354 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH SHORE NEIGHBORHOOD | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENT CORP | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 E 84TH AVE | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 464105665 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833190802 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments