LEGACY FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY FOUNDATION INC (EIN 35-1872803)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-27
- IRS object ID
- 202022409349300917
- Schema version
- 2019v5.0
- 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 | 2020-08-27T12:37:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK W BURKEY | PreparerPersonNm |
| PTIN | P00444925 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2020-08-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.89.193.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-27 | IPDt |
| IP Tm | 12:37:18 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 560ED5F618A605D56598D3EAC330F55CD93FC703 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0F8E8931A97D9BAE350D71A97C3E2FF8E194497A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | 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 | $22,647,785 | 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 | 11 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,501,308 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,144,094 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $612,831 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $689,197 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,048,521 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,230,934 | CYInvestmentIncomeAmt |
| PY Other Revenue | $68,017 | PYOtherRevenueAmt |
| CY Other Revenue | $15,830 | CYOtherRevenueAmt |
| PY Total Revenue | $10,230,677 | PYTotalRevenueAmt |
| CY Total Revenue | $8,080,055 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,057,269 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,986,945 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $576,185 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $615,545 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $168,289 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,558,527 | PYOtherExpensesAmt |
| CY Other Expenses | $1,675,035 | CYOtherExpensesAmt |
| PY Total Expenses | $4,191,981 | PYTotalExpensesAmt |
| CY Total Expenses | $4,277,525 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,038,696 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,802,530 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,448,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,598,357 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,559,746 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,334,157 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,889,202 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,264,200 | 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 | $2,615,899 | ExpenseAmt |
| Grant | $1,986,945 | GrantAmt |
| Revenue | $689,197 | RevenueAmt |
| Desc | LEGACY FOUNDATION PROVIDED TOTAL GRANTS AND SCHOLARSHIPS IN 2019 OF 1,986,945. 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 | $2,615,899 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARTIE RIVAS-RAMOS | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREGORY GORDON | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES DUNNE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH WILK | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE AUSTGEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARIMA HASAN BEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANETTE GARZA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| R LOUIE GONZALEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GRIFFIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN KAVOIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS KEON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD LEVERETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICKEY LOPEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAR MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM NEWMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON NODER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANA RIFAI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VERLIE SUGGS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN SZARLETA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL TAILLON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARRIE YUKICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN SAXTON | ||||||
| PRESIDENT | 40.00 | Yes (X) | $135,957 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $135,957 | 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 | $4,144,094 | AllOtherContributionsAmt |
| Noncash Contributions | $51,892 | NoncashContributionsAmt |
| Total Contributions | $4,144,094 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Total Revenue Column | $689,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $689,197 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $689,197 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,137,645 | TotalRevenueColumnAmt |
| Exclusion | $2,137,645 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,661,019 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,567,730 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,093,289 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,093,289 | TotalRevenueColumnAmt |
| Exclusion | $1,093,289 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,830 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,830 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,080,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $705,027 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,230,934 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,714,407 | TotalAmt |
| Program Services | $1,714,407 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,538 | TotalAmt |
| Program Services | $272,538 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,357 | TotalAmt |
| Program Services | $44,336 | ProgramServicesAmt |
| Management And General | $58,393 | ManagementAndGeneralAmt |
| Fundraising | $17,628 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,771 | TotalAmt |
| Program Services | $146,159 | ProgramServicesAmt |
| Management And General | $192,499 | ManagementAndGeneralAmt |
| Fundraising | $58,113 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,502 | TotalAmt |
| Program Services | $22,467 | ProgramServicesAmt |
| Management And General | $28,447 | ManagementAndGeneralAmt |
| Fundraising | $8,588 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,915 | TotalAmt |
| Program Services | $14,477 | ProgramServicesAmt |
| Management And General | $18,771 | ManagementAndGeneralAmt |
| Fundraising | $5,667 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,186 | TotalAmt |
| Management And General | $689,186 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,890 | TotalAmt |
| Management And General | $33,890 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,508 | TotalAmt |
| Management And General | $323,508 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,550 | TotalAmt |
| Program Services | $31,550 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,608 | TotalAmt |
| Fundraising | $25,608 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,223 | TotalAmt |
| Program Services | $2,832 | ProgramServicesAmt |
| Management And General | $4,141 | ManagementAndGeneralAmt |
| Fundraising | $1,250 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,906 | TotalAmt |
| Program Services | $23,728 | ProgramServicesAmt |
| Management And General | $40,079 | ManagementAndGeneralAmt |
| Fundraising | $12,099 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,209 | TotalAmt |
| Program Services | $27,345 | ProgramServicesAmt |
| Management And General | $46,751 | ManagementAndGeneralAmt |
| Fundraising | $14,113 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,828 | TotalAmt |
| Program Services | $12,954 | ProgramServicesAmt |
| Management And General | $19,874 | ManagementAndGeneralAmt |
| Fundraising | $6,000 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,509 | TotalAmt |
| Program Services | $3,568 | ProgramServicesAmt |
| Management And General | $6,100 | ManagementAndGeneralAmt |
| Fundraising | $1,841 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,763 | TotalAmt |
| Program Services | $1,167 | ProgramServicesAmt |
| Management And General | $1,994 | ManagementAndGeneralAmt |
| Fundraising | $602 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $280,995 | $280,995 | ||
| SPECIAL EVENTS | $22,993 | $7,128 | $12,186 | $3,679 |
| REPAIRS AND MAINTENANCE | $20,684 | $6,412 | $10,963 | $3,309 |
| MISCELLANEOUS EXPENSE | $12,089 | $3,836 | $6,555 | $1,698 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,094 | TotalAmt |
| Fundraising | $8,094 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,277,525 | TotalAmt |
| Program Services | $2,615,899 | ProgramServicesAmt |
| Management And General | $1,493,337 | ManagementAndGeneralAmt |
| Fundraising | $168,289 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,689 | BOYAmt |
| EOY | $1,421,398 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,717,356 | BOYAmt |
| EOY | $916,027 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,552 | BOYAmt |
| EOY | $139,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,494 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,845 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,139 | BOYAmt |
| EOY | $72,649 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,772,212 | BOYAmt |
| EOY | $65,048,702 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,448,948 | BOYAmt |
| EOY | $67,598,357 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,566 | BOYAmt |
| EOY | $30,081 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,036 | BOYAmt |
| EOY | $204,339 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,912 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,510,168 | BOYAmt |
| EOY | $9,622,115 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,064 | BOYAmt |
| EOY | $477,622 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,559,746 | BOYAmt |
| EOY | $10,334,157 | 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 | $1,159,406 | BOYAmt |
| EOY | $1,284,385 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,729,796 | BOYAmt |
| EOY | $55,979,815 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,889,202 | BOYAmt |
| EOY | $57,264,200 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,448,948 | BOYAmt |
| EOY | $67,598,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,802,530 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,767,449 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,194,981 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $728,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,819,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,079,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,501,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,144,094 | CurrentTaxYearAmt |
| Total | $15,272,326 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $728,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,819,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,079,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,501,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,144,094 | CurrentTaxYearAmt |
| Total | $15,272,326 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,157,999 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,114,327 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,480,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,373,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,127,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,256,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,137,645 | CurrentTaxYearAmt |
| Total | $9,375,481 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,830 | CurrentTaxYearAmt |
| Total | $181,265 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,829,072 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,979,911 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.36710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.26870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 181,265 | 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 | 43 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $580,026 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $428,184 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,180,993 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,494,691 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,204,534 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,087,435 | GrantsOrScholarshipsAmt |
| Other Expenditures | $869,258 | OtherExpendituresAmt |
| Administrative Expenses | $828,416 | AdministrativeExpensesAmt |
| End Year Balance | $42,914,116 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.83000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | 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 | $140,494 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,845 | DepreciationAmt |
| Book Value | $72,649 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,649 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $477,622 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $477,622 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,782,468 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,767,449 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$406,542 | OtherRevenueAmt |
| Revenue Not Reported | $6,360,907 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,421,561 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,658,494 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,658,494 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,080,055 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,407,470 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$323,508 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$323,508 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,730,978 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $546,547 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $546,547 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,277,525 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 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 2016, 2017, AND 2018 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 -83,034 INVESTMENT FEES -323,508 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CUSTODIAL FUND REVENUES 1,658,494 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | INVESTMENT FEES -323,508 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | CUSTODIAL FUND EXPENSES 546,547 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF NORTHWEST | ||||||||
| INDIANA | 791 E 83RD AVE | MERRILLVILLE | IN | 464106204 | 530196605 | 501C3 | $10,000 | HOME FIRE RELIEF |
| CALUMET COLLEGE OF ST JOSEPH | ||||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | 351087173 | 501C3 | $17,156 | FURTHER ORGS MISSION | |
| CATHOLIC CHARITIES OF THE DIOCESE | ||||||||
| OF GARY INC | 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501C3 | $5,309 | FURTHER ORGS MISSION |
| CENTER FOR POSSIBILITIES | ||||||||
| 22 TYLER ST | HOBART | IN | 463421055 | 351169900 | 501C3 | $7,169 | FURTHER ORGS MISSION | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 606042559 | 362167823 | 501C3 | $7,500 | FURTHER ORGS MISSION | |
| CITY OF HAMMOND | ||||||||
| 5925 CALUMET AVE | HAMMOND | IN | 463202556 | 351581423 | GOV | $25,000 | FURTHER ORGS MISSON | |
| DUNES LEARNING CENTER | ||||||||
| 700 HOWE RD | CHESTERTON | IN | 46304 | 352031658 | 501C3 | $5,190 | FURTHER ORGS MISSION | |
| ERIN'S FARM NFP | ||||||||
| 5200 S LIVERPOOL RD | HOBART | IN | 46342 | 822595807 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| FOOD BANK OF NORTHWEST INDIANA | ||||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | 351528285 | 501C3 | $15,000 | FURTHER ORGS MISSION | |
| FRANCISCAN MINISTRIES | ||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 363579767 | 501C3 | $20,032 | FURTHER ORGS MISSION | |
| FRANCISCAN ST ANTHONY HEALTH | ||||||||
| CROWN POINT | 1201 S MAIN ST | CROWN POINT | IN | 46307 | 351330472 | 501C3 | $13,955 | FURTHER ORGS MISSION |
| GARY ALUMNI PATHWAY TO STUDENTS | ||||||||
| 9TH AND GERRY STREET | GARY | IN | 46404 | 813742923 | 501C3 | $13,000 | FURTHER ORGS MISSION | |
| GIRL SCOUTS OF GREATER CHICAGO | ||||||||
| AND NORTHWEST INDIANA | 20 S CLARK ST - SUITE 20 | CHICAGO | IL | 60603 | 363871241 | 501C3 | $15,366 | FURTHER ORGS MISSION |
| GIRLS ON THE RUN OF NW INDIANA | ||||||||
| 821 W 45TH ST | GRIFFITH | IN | 46319 | 320186701 | 501C3 | $6,000 | FURTHER ORGS MISSION | |
| GLEANERS OF SOUTH LAKE COUNTY | ||||||||
| 13131 LAKE SHORE DRIVE | CEDAR LAKE | IN | 46303 | 351826556 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| GOODWILL LEADS INC | ||||||||
| 1805 W WESTERN AVE | SOUTH BEND | IN | 46619 | 471473842 | 501C3 | $25,000 | FURTHER ORGS MISSION | |
| HAMMOND COMMUNITY CORPORATION | ||||||||
| 5925 CALUMET AVE RM G-17 | HAMMOND | IN | 46320 | 463368354 | 501C3 | $56,277 | FURTHER ORGS MISSION | |
| HAMMOND EDUCATION FOUNDATION INC | ||||||||
| 41 WILLIAMS ST | HAMMOND | IN | 46320 | 351572372 | 501C3 | $11,162 | 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 | $52,492 | FURTHER ORGS MISSION | |
| HOBART COMMUNITY FOUNDATION | ||||||||
| 1001 LILLIAN ST | HOBART | IN | 46342 | 351790403 | 501C3 | $12,065 | FURTHER ORGS MISSION | |
| HOBART FAMILY YMCA | ||||||||
| 601 W 40TH PL | HOBART | IN | 463422223 | 351382817 | 501C3 | $5,876 | FURTHER ORGS MISSION | |
| HOBART HISTORICAL SOCIETY | ||||||||
| 706 EAST 4TH STREET PO BOX 24 | HOBART | IN | 46342 | 237088107 | 501C3 | $6,387 | FURTHER ORGS MISSION | |
| HOSPICE OF THE CALUMET AREA INC | ||||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 46321 | 351519392 | 501C3 | $17,412 | FURTHER ORGS MISSION | |
| INDIANA TEEN CHALLENGE | ||||||||
| PO BOX 564 | LEBANON | IN | 46052 | 351262844 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| INDIANA PARENTING INSTITUTE INC | ||||||||
| PO BOX 14226 | MERRILLVILLE | IN | 464114226 | 200802893 | 501C3 | $9,000 | FURTHER ORGS MISSION | |
| IVY TECH FOUNDATION | ||||||||
| 50 WEST FALL CREEK PARKWAY | INDIANAPOLIS | IN | 46208 | 237073977 | 501C3 | $5,680 | FURTHER ORGS MISSION | |
| LAKE AREA UNITED WAY | ||||||||
| 221 W RIDGE RD | GRIFFITH | IN | 46319 | 237170019 | 501C3 | $14,872 | FURTHER ORGS MISSION | |
| LAKE COUNTY PUBLIC LIBRARY | ||||||||
| 1919 W 81ST AVE | MERRILLVILLE | IN | 464105382 | 356006653 | 501C3 | $5,132 | FURTHER ORGS MISSION | |
| LOVE FOR JALYN FOUNDATION | ||||||||
| 5358 CAROLINA ST | MERRILLVILLE | IN | 46410 | 472485988 | 501C3 | $13,000 | FURTHER ORGS MISSION | |
| LOWELL PUBLIC LIBRARY | ||||||||
| 1505 E COMMERCIAL AVE | LOWELL | IN | 46356 | 356007007 | GOV | $7,125 | FURTHER ORGS MISSION | |
| MILLER COMMUNITY FUND INC | ||||||||
| PO BOX 2573 | GARY | IN | 464030817 | 300317277 | 501C3 | $6,526 | FURTHER ORGS MISSION | |
| NAZARETH HOME | ||||||||
| 4301 ELM ST | EAST CHICAGO | IN | 463123006 | 362609644 | 501C3 | $8,630 | FURTHER ORGS MISSION | |
| NEIGHBORS' EDUCATIONAL OPPORTUNITIE | ||||||||
| 5201 US HIGHWAY 6 | PORTAGE | IN | 463682854 | 450697456 | 501C3 | $6,500 | FURTHER ORGS MISSION | |
| NORTHWEST INDIANA SYMPHONY SOCIETY | ||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | 351359750 | 501C3 | $11,972 | FURTHER ORGS MISSION | |
| NWI VOLUNTEER LAWYERS INC | ||||||||
| 651 E 3RD ST | HOBART | IN | 46342 | 352127740 | 501C3 | $9,982 | FURTHER ORGS MISSION | |
| PACK AWAY HUNGER | ||||||||
| 5230 PARK EMERSON DR STE A | INDIANAPOLIS | IN | 462036933 | 271438579 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| PALADIN INC | ||||||||
| 4315 EAST MICHIGAN BLVD | MICHIGAN CITY | IN | 46360 | 356076798 | 501C3 | $6,075 | FURTHER ORGS MISSION | |
| PLANNED PARENTHOOD OF INDIANA AND | ||||||||
| KENTUCKY | 200 S MERIDIAN ST STE 400 | INDIANAPOLIS | IN | 462251076 | 350874276 | 501C3 | $8,350 | FURTHER ORGS MISSION |
| PROJECT OUTREACH AND PREVENTION | ||||||||
| ON YOUTH VIOLENCE FOUNDATION | 900 ALDENBROOK COURT | CROWN POINT | IN | 46307 | 471700540 | 501C3 | $10,000 | FURTHER ORGS MISSION |
| PURDUE UNIVERSITY-WEST LAFAYETTE | ||||||||
| 610 PURDUE MALL HOVDE HALL OF ADMI | WEST LAFAYETTE | IN | 479072040 | 356002041 | GOV | $6,100 | FURTHER ORGS MISSION | |
| SALVATION ARMY | ||||||||
| 8225 COLUMBIA AVE | MUNSTER | IN | 46321 | 362167910 | 501C3 | $12,666 | FURTHER ORGS MISSION | |
| SHIRLEY HEINZE LAND TR INC | ||||||||
| 109 W 700 N | VALPARAISO | IN | 46385 | 352153969 | 501C3 | $5,363 | FURTHER ORGS MISSION | |
| SOUTH LAKE COUNTY COMMUNITY | ||||||||
| SERVICES | 1450 E JOLIET ST SUITE 202 | CROWN POINT | IN | 463074726 | 351452057 | 501C3 | $16,620 | FURTHER ORGS MISSION |
| ST JOSEPH'S CARMELITE HOME | ||||||||
| 4840 GRASSELLI ST | EAST CHICAGO | IN | 46312 | 351117320 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| ST JUDE HOUSE | ||||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 46307 | 351905782 | 501C3 | $5,295 | FURTHER ORGS MISSION | |
| THE FIRST TEE OF HAMMOND | ||||||||
| 901 E 129TH ST | HAMMOND | IN | 46320 | 204514968 | 501C3 | $7,443 | FURTHER ORGS MISSION | |
| THE MCMILLAN FAMILY FOUNDATION | ||||||||
| 3801 MURVIHILL RD HANGER A-1 | VALPRAISO | IN | 46383 | 384008491 | 501C3 | $12,500 | FURTHER ORGS MISSION | |
| TOWLE THEATER | ||||||||
| 5205 HOHMAN AVE | HAMMOND | IN | 463201719 | 812201036 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| TOWN OF GRIFFITH- PARKS & RECREATIO | ||||||||
| 111 N BROAD ST | GRIFFITH | IN | 46319 | 356001051 | GOV | $25,000 | FURTHER ORGS MISSION | |
| TRADEWINDS SERVICES INC | ||||||||
| 3198 E 83RD PLACE | MERRILLVILLE | IN | 46410 | 351139485 | 501C3 | $44,207 | FURTHER ORGS MISSION | |
| TREASURER OF THE STATE OF INDIANA | ||||||||
| 4020 WEST WASHINGTON ST W-361 MS-01 | INDIANAPOLIS | IN | 46202 | 356000158 | 501C3 | $29,269 | FURTHER ORGS MISSION | |
| TRINITY LUTHERAN SCHOOL | ||||||||
| 891 S LINDA ST | HOBART | IN | 46342 | 356000591 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| TRUSTEES OF INDIANA UNIVERSITY | ||||||||
| 509 E 3RD ST | BLOOMINGTON | IN | 47401 | 356001673 | 501C3 | $10,000 | FURTHER ORGS MISSION | |
| URBAN LEAGUE OF NORTHWEST INDIANA | ||||||||
| 3101 BROADWAY | GARY | IN | 46409 | 351178594 | 501C3 | $32,000 | FURTHER ORGS MISSION | |
| WHITING ENTERTAINMENT CENTER | ||||||||
| PO BOX 592 | WHITING | IN | 46394 | 811514126 | 509A3 | $25,000 | FURTHER ORGS MISSION | |
| WHITE'S RESIDENTAL AND FAMILY | ||||||||
| SERVICES | 115 COURT STREET - SUITE A | CROWN POINT | IN | 46307 | 350883520 | 501C3 | $7,000 | FURTHER ORGS MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 57 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 148 | RecipientCnt |
| Cash Grant | $272,538 | 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 | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,892 | 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 -83,034 INVESTMENT FEES -323,508 CUSTODIAL FUND REVENUES -1,658,494 INVESTMENT FEES 323,508 CUSTODIAL FUND EXPENSES 546,547 TOTAL -1,194,981 |
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