2021-10-18T12:41:23-05:00 2020-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2020-01-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 370 E 84TH DR STE 100 MERRILLVILLE IN 464106643 CAROLYN SAXTON PRESIDENT 2197361880 2021-10-06 true CAROLYN SAXTON 999009999 THOMAS A ROBERTS P00997867 7652847554 2021-10-06 2020 2022-09-23 18:48:47Z CAROLYN SAXTON 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 20360559 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. 22 22 10 43 0 4144094 12983868 689197 687695 3230934 2430255 15830 1629 8080055 16103447 1986945 3695243 0 615545 647794 0 155599 1675035 2397999 4277525 6741036 3802530 9362411 67598357 82702603 10334157 11411185 57264200 71291418 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 5100559 3695243 687695 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. 5100559 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 false false false false false false false false false true false false false false true false false false true 21 0 true 10 true false false false false false true true false false false false false false false false false X 22 22 false false false false false false false true true false false true true true true true true true true false IN X X CAROLYN SAXTON 2197361880 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 GREGORY GORDON CHAIR 1.00 0.50 X X 0 0 0 CAREY YUKICH VICE-CHAIR 1.00 0.50 X X 0 0 0 JAMES DUNNE TREASURER 1.00 0.50 X X 0 0 0 DANA RIFAI SECRETARY 1.00 0.50 X X 0 0 0 KARIMA HASAN BEY DIRECTOR 1.00 0.50 X 0 0 0 JOHN FREYEK DIRECTOR 1.00 0.50 X 0 0 0 HEATHER GARAY DIRECTOR 1.00 0.50 X 0 0 0 DANETTE GARZA DIRECTOR 1.00 0.50 X 0 0 0 MICHAEL GRIFFIN DIRECTOR 1.00 0.50 X 0 0 0 ROBERT JOHNSON DIRECTOR 1.00 0.50 X 0 0 0 STEPHEN KAVOIS DIRECTOR 1.00 0.50 X 0 0 0 THOMAS KEON DIRECTOR 1.00 0.50 X 0 0 0 RICHARD LEVERETT DIRECTOR 1.00 0.50 X 0 0 0 SHANNON NODER DIRECTOR 1.00 0.50 X 0 0 0 MARTIE RIVAS-RAMOS DIRECTOR 1.00 X 0 0 0 CHRIS SALATAS DIRECTOR 1.00 0.50 X 0 0 0 SOPHIA STRATTON 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 KENNETH WILK DIRECTOR 1.00 0.50 X 0 0 0 RICHARD YOUNG DIRECTOR 1.00 0.50 X 0 0 0 CAROLYN SAXTON PRESIDENT 40.00 0.50 X 142670 0 0 142670 1 false false false 12983868 123160 12983868 PROGRAM SERVICE REVENUE 687695 687695 687695 2075168 2075168 4612199 4257112 355087 355087 355087 MISCELLANEOUS REVENUE 900099 1629 1629 1629 16103447 689324 2430255 3258430 3258430 436813 436813 142670 55943 66616 20111 411936 161526 192344 58066 51565 18948 25054 7563 41623 16470 19320 5833 687691 687691 3628 3628 367243 367243 50925 50925 20684 85 20599 8508 2802 4383 1323 79012 24623 41777 12612 89553 28151 47164 14238 9748 3671 4668 1409 12955 4016 6866 2073 3671 1147 1939 585 DISCOUNT ON PLEDGE 565803 565803 PROGRAM EXPENSES 347312 347312 ALLOWANCE FOR PLEDGE 100000 100000 REPAIRS AND MAINTENANCE 19021 15851 2435 735 32245 8043 13750 10452 6741036 5100559 1484878 155599 1421398 1691298 916027 1735042 139581 9420661 14870 107408 72969 72649 34439 65048702 69806293 67598357 82702603 30081 73093 204339 991477 9622115 9847657 477622 498958 10334157 11411185 X 1284385 1448820 55979815 69842598 57264200 71291418 67598357 82702603 X 9362411 4967161 -302354 X false true X true false X 1819483 2079172 6501308 4144094 12983868 27527925 1819483 2079172 6501308 4144094 12983868 27527925 16221734 11306191 1373065 2127874 2256063 2137645 2075168 9969815 51336 7123 68017 15830 1629 143935 37641675 2669235 0.30040 0.36710 X PART II, LINE 10 MISCELLANEOUS/PROGRAM INCOME 143,935 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71 311588 174021 10586608 true true false true X 55732535 665253 4955822 1425773 488367 59439470 47701523 2470879 7349110 1074582 714395 55732535 50732931 986428 -2725499 1188224 104113 47701523 45251837 214809 7233666 1215468 751913 50732931 42914116 1801872 3912246 2696949 128041 551407 45251837 0.79000 0.21000 false false 107408 72969 34439 34439 ANNUITIES PAYABLE 498958 498958 X 19464939 4967161 -76812 4890349 14574590 367243 1161614 1528857 16103447 5437721 5437721 367243 936072 1303315 6741036 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 true 219 HEALTH NETWORK INC 100 W CHICAGO AVE STE F EAST CHICAGO IN 463123261 822299994 501C3 7500 FURTHER ORGS MISSION A POSITING APPROACH TO TEEN HEALTH 5997 CARLSON AVE A PORTAGE IN 46368 351902269 501C3 8000 FURTHER ORGS MISSION AFFECTING COMMUNITIES THROUGH SERVICE COMMUNITY DEVELOPMENT CORP 2484 WEST 185TH LANE MERRILLVILLE IN 46410 842266209 501C3 13500 FURTHER ORGS MISSION BEACHFRONT DANCE SCHOOL 427 S LAKE ST GARY IN 464032406 010732885 501C3 7300 FURTHER ORGS MISSION BETHEL LUTHERAN CHURCH 411 N MONTGOMERY ST GARY IN 46403 356271472 501C3 15000 FURTHER ORGS MISSION BROTHERS' KEEPER INC PO BOX 7287 GARY IN 464077287 311204711 501C3 7500 FURTHER ORGS MISSION CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 351087173 501C3 16664 FURTHER ORGS MISSION CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC 940 BROADWAY GARY IN 46402 351122204 501C3 8555 FURTHER ORGS MISSION CATHOLIC DIOCESE OF GARY 9292 BROADWAY MERRILLVILLE IN 464107047 351122204 501C3 5550 FURTHER ORGS MISSION COMMUNITY HEALTHNET INC 1021 W 5 TH AVE GARY IN 46402 352048141 501C3 7500 FURTHER ORGS MISSION CRISIS CENTER 101 N MONTGOMERY ST GARY IN 464033921 351324480 501C3 53137 FURTHER ORGS MISSION CROWN POINT COMMUNITY PUBLIC LIBRARY 122 N MAIN ST CROWN POINT IN 46307 351580516 GOV 6000 FURTHER ORGS MISSION CRWORKS INC 2108 JEFFERSON ST GARY IN 46407 020568838 501C3 8259 FURTHER ORGS MISSION DUNES LEARNING CENTER 700 HOWE RD CHESTERTON IN 46304 352031658 501C3 11271 FURTHER ORGS MISSION EDGEWATER SYSTEMS FOR BALANCED LIVING INC 1100 W 6TH AVE GARY IN 464021711 510137391 501C3 32500 FURTHER ORGS MISSION FAIR HAVEN CENTER FOR WOMEN INC 2645 RIDGE RD HIGHLAND IN 46322 203710770 501C3 7000 FURTHER ORGS MISSION FOOD BANK OF NORTHWEST INDIANA 6490 BROADWAY MERRILLVILLE IN 46410 351528285 501C3 462800 FURTHER ORGS MISSION FRANCISCAN HEALTH 2050 N MAIN ST STE A CROWN POINT IN 463072048 351955283 501C3 20000 FURTHER ORGS MISSION FRANCISCAN MINISTRIES 11500 THERESA DRIVE LEMONT IL 60439 363579767 501C3 20143 FURTHER ORGS MISSION FRANCISCAN ST ANTHONY HEALTH CROWN POINT 1201 S MAIN ST CROWN POINT IN 46307 351330472 501C3 14097 FURTHER ORGS MISSION FRIENDS OF THE WHITING PUBLIC LIBRARY 1735 OLIVER ST WHITING IN 46394 351897562 501C3 8500 FURTHER ORGS MISSION GARY ALUMNI PATHWAY TO STUDENTS 9TH AND GERRY STREET GARY IN 46404 813742923 501C3 10000 FURTHER ORGS MISSION GARY COMMUNITY PARTNERSHIP CORP 591 JOHNSON ST GARY IN 46402 832885789 501C3 6000 FURTHER ORGS MISSION GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA 20 S CLARK ST - SUITE 20 CHICAGO IL 60603 363871241 501C3 20000 FURTHER ORGS MISSION HABITAT OF HUMANITY OF NW INDIANA 3777 COLFAX ST GARY IN 46408 561525939 501C3 5340 FURTHER ORGS MISSION HAMMOND COMMUNITY CORPORATION 5925 CALUMET AVE RM G-17 HAMMOND IN 46320 463368354 501C3 56723 FURTHER ORGS MISSION HAMMOND EDUCATION FOUNDATION INC 41 WILLIAMS ST HAMMOND IN 46320 351572372 501C3 10497 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 53351 FURTHER ORGS MISSION HEALTHLINC INC 2401 VALLEY DRIVE VALPARAISO IN 46383 352147791 501C3 17500 FURTHER ORGS MISSION HEALTHVISIONS MIDWEST INC 3700 179TH ST HAMMOND IN 463233034 352064919 501C3 12500 FURTHER ORGS MISSION HOBART COMMUNITY FOUNDATION 1001 LILLIAN ST HOBART IN 46342 351790403 501C3 12166 FURTHER ORGS MISSION HOBART FOOD PANTRY INCORPORATED PO BOX 394 HOBART IN 46342 351757175 501C3 94362 FURTHER ORGS MISSION HOBART HISTORICAL SOCIETY 706 EAST 4TH STREET PO BOX 24 HOBART IN 46342 237088107 501C3 6479 FURTHER ORGS MISSION HOSPICE OF THE CALUMET AREA INC 600 SUPERIOR AVE MUNSTER IN 46321 351519392 501C3 15813 FURTHER ORGS MISSION INDIANA STATE UNIVERSITY FOUNDATION 30 NORTH FIFTH ST TERRE HAUTE IN 47809 356045550 501C3 6700 FURTHER ORGS MISSION IT'S GARY'S TIME INC 13330 PARRISH AVE CEDAR LAKE IN 46303 272435550 501C3 35040 FURTHER ORGS MISSION ITOWN MINISTRIES INC 12491 E 136TH FISHERS IN 46038 473197521 501C3 10000 FURTHER ORGS MISSION IVY TECH FOUNDATION 50 WEST FALL CREEK PARKWAY INDIANAPOLIS IN 46208 237073977 501C3 5736 FURTHER ORGS MISSION LAKE AREA UNITED WAY 221 W RIDGE RD GRIFFITH IN 46319 237170019 501C3 15094 FURTHER ORGS MISSION LAKESHORE PUBLIC MEDIA NWI PUBLIC BROADCASTING 8625 INDIANA PLACE MERRILLVILLE IN 46410 310960136 501C3 12448 FURTHER ORGS MISSION LOWELL PUBLIC LIBRARY 1505 E COMMERCIAL AVE LOWELL IN 46356 356007007 GOV 7526 FURTHER ORGS MISSION MARIA REINER CENTER 705 E 4TH ST HOBART IN 46342 356001058 GOV 56797 FURTHER ORGS MISSION METHODIST HOSPITAL 600 GRANT STREET GARY IN 46402 350868133 501C3 30000 FURTHER ORGS MISSION MILLER COMMUNITY FUND INC PO BOX 2573 GARY IN 464030817 300317277 501C3 6838 FURTHER ORGS MISSION NORTHWEST INDIANA INFORMATION SHARING & SECURITY ALLIANCE 1001 RIDGE ROAD MUNSTER IN 46321 473061983 501C3 20000 FURTHER ORGS MISSION NWI VOLUNTEER LAWYERS INC 651 E 3RD ST HOBART IN 46342 352127740 501C3 10012 FURTHER ORGS MISSION PALADIN INC 4315 EAST MICHIGAN BLVD MICHIGAN CITY IN 46360 356076798 501C3 13821 FURTHER ORGS MISSION PATHWAY TO ADVENTURE COUNCIL BOY SCOUTS OF AMERICA 1218 W ADAMS ST CHICAGO IL 60607 475066720 501C3 17000 FURTHER ORGS MISSION PLANNED PARENTHOOD OF INDIANA AND KENTUCKY 200 S MERIDIAN ST STE 400 INDIANAPOLIS IN 462251076 350874276 501C3 8371 FURTHER ORGS MISSION PORTER STARKE SERVICES INC 601 WALL ST VALPARAISO IN 46383 351330771 501C3 7500 FURTHER ORGS MISSION SALVATION ARMY 8225 COLUMBIA AVE MUNSTER IN 46321 362167910 501C3 27668 FURTHER ORGS MISSION SAVE THE DUNES CONSERVATION FUND 444 BARKER RD MICHIGAN CITY IN 463604726 351915468 501C3 5999 FURTHER ORGS MISSION ST JOSEPH'S CARMELITE HOME 4840 GRASSELLI ST EAST CHICAGO IN 46312 351117320 501C3 26425 FURTHER ORGS MISSION ST JUDE HOUSE 12490 MARSHALL ST CROWN POINT IN 46307 351905782 501C3 14029 FURTHER ORGS MISSION THE CAVALIERS DRUM BUGLE CORPS 7122 LYNDEN PLACE ROSEMONT IL 60018 237449578 501C3 6423 FURTHER ORGS MISSION THE FIRST TEE OF HAMMOND 901 E 129TH ST HAMMOND IN 46320 204514968 501C3 7364 FURTHER ORGS MISSION THE MULTI AGENCY ACADEMIC COOPERATIVE FOUNDATION 4203 MONTDALE PARK DRIVE VALPARAISO IN 46383 384008491 501C3 12552 FURTHER ORGS MISSION TOWN OF GRIFFITH- PARKS & RECREATIO 111 N BROAD ST GRIFFITH IN 46319 356001051 GOV 15000 FURTHER ORGS MISSION TRADEWINDS SERVICES INC 3198 E 83RD PLACE MERRILLVILLE IN 46410 351139485 501C3 151500 FURTHER ORGS MISSION TRINITY LUTHERAN SCHOOL 891 S LINDA ST HOBART IN 46342 356000591 501C3 174264 FURTHER ORGS MISSION TRUSTEES OF INDIANA UNIVERSITY 509 E 3RD ST BLOOMINGTON IN 47401 356001673 501C3 15000 FURTHER ORGS MISSION TRUSTEES OF PURDUE UNIVERSITY 1281 WEN HENTSCHEL BLVD STE 1100 WEST LAFAYETTE IN 47906 356002041 501C3 41972 FURTHER ORGS MISSION URBAN LEAGUE OF NORTHWEST INDIANA 3101 BROADWAY GARY IN 46409 351178594 501C3 7250 FURTHER ORGS MISSION VNA OF PORTER COUNTY 501 MARQUETTE ST VALPARAISO IN 463832508 351174866 501C3 121132 FURTHER ORGS MISSION YWCA OF GARY 150 W 15TH AVE GARY IN 464071219 350868221 501C3 14530 FURTHER ORGS MISSION 66 SCHOLARSHIP 174 436813 SCHEDULE I, PAGE 4, PART IV 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. X 1 123160 AVG HIGH/LOW DATE OF GIFT false true false 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 SOUTH SHORE NEIGHBORHOOD DEVELOPMENT CORP 370 E 84TH AVE MERRILLVILLE IN 464105665 833190802 SUPPORT IN 501C3 12A LEGACY FOUNDATION true false false false false false false false false false false false false false false false false false false false