2020-08-27T12:37:18-05:00 2019-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2019-01-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 370 E 84TH DR STE 100 MERRILLVILLE IN 464106643 CAROLYN SAXTON PRESIDENT 2197361880 2020-08-18 true PATRICK W BURKEY P00444925 7652847554 2020-08-18 70.89.193.68 2020-08-27 12:37:18 CD P 560ED5F618A605D56598D3EAC330F55CD93FC703 0F8E8931A97D9BAE350D71A97C3E2FF8E194497A 2019 2020-11-06 18:47:13Z CAROLYN SAXTON 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 22647785 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 11 43 0 6501308 4144094 612831 689197 3048521 3230934 68017 15830 10230677 8080055 2057269 1986945 0 576185 615545 0 168289 1558527 1675035 4191981 4277525 6038696 3802530 58448948 67598357 10559746 10334157 47889202 57264200 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 2615899 1986945 689197 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. 2615899 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 false false false false true 19 0 true 11 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 MARTIE RIVAS-RAMOS CHAIR 1.00 X X 0 0 0 GREGORY GORDON VICE-CHAIR 1.00 X X 0 0 0 JAMES DUNNE TREASURER 1.00 X X 0 0 0 KENNETH WILK SECRETARY 1.00 X X 0 0 0 DAVE AUSTGEN DIRECTOR 1.00 X 0 0 0 KARIMA HASAN BEY DIRECTOR 1.00 X 0 0 0 DANETTE GARZA DIRECTOR 1.00 X 0 0 0 R LOUIE GONZALEZ DIRECTOR 1.00 X 0 0 0 MICHAEL GRIFFIN DIRECTOR 1.00 X 0 0 0 ROBERT JOHNSON DIRECTOR 1.00 X 0 0 0 STEPHEN KAVOIS DIRECTOR 1.00 X 0 0 0 THOMAS KEON DIRECTOR 1.00 X 0 0 0 RICHARD LEVERETT DIRECTOR 1.00 X 0 0 0 MICKEY LOPEZ DIRECTOR 1.00 X 0 0 0 SHAR MILLER DIRECTOR 1.00 X 0 0 0 TOM NEWMAN DIRECTOR 1.00 X 0 0 0 SHANNON NODER DIRECTOR 1.00 X 0 0 0 DANA RIFAI DIRECTOR 1.00 X 0 0 0 VERLIE SUGGS DIRECTOR 1.00 X 0 0 0 ELLEN SZARLETA DIRECTOR 1.00 X 0 0 0 PHIL TAILLON DIRECTOR 1.00 X 0 0 0 CARRIE YUKICH DIRECTOR 1.00 X 0 0 0 CAROLYN SAXTON PRESIDENT 40.00 X 135957 0 0 135957 1 false false false 4144094 51892 4144094 PROGRAM SERVICE REVENUE 689197 689197 689197 2137645 2137645 15661019 14567730 1093289 1093289 1093289 MISCELLANEOUS REVENUE 900099 15830 15830 15830 8080055 705027 3230934 1714407 1714407 272538 272538 120357 44336 58393 17628 396771 146159 192499 58113 59502 22467 28447 8588 38915 14477 18771 5667 689186 689186 33890 33890 323508 323508 31550 31550 25608 25608 8223 2832 4141 1250 75906 23728 40079 12099 88209 27345 46751 14113 38828 12954 19874 6000 11509 3568 6100 1841 3763 1167 1994 602 PROGRAM EXPENSES 280995 280995 SPECIAL EVENTS 22993 7128 12186 3679 REPAIRS AND MAINTENANCE 20684 6412 10963 3309 MISCELLANEOUS EXPENSE 12089 3836 6555 1698 8094 8094 4277525 2615899 1493337 168289 808689 1421398 6717356 916027 115552 139581 140494 67845 35139 72649 50772212 65048702 58448948 67598357 42566 30081 275036 204339 1281912 8510168 9622115 450064 477622 10559746 10334157 X 1159406 1284385 46729796 55979815 47889202 57264200 58448948 67598357 X 3802530 6767449 -1194981 X false true X true false X 728269 1819483 2079172 6501308 4144094 15272326 728269 1819483 2079172 6501308 4144094 15272326 6157999 9114327 1480834 1373065 2127874 2256063 2137645 9375481 38959 51336 7123 68017 15830 181265 24829072 1979911 0.36710 0.26870 X PART II, LINE 10 MISCELLANEOUS/PROGRAM INCOME 181,265 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43 580026 428184 10180993 true true false true X 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 39494691 6204534 1087435 869258 828416 42914116 0.83000 0.17000 false false 140494 67845 72649 72649 ANNUITIES PAYABLE 477622 477622 X 12782468 6767449 -406542 6360907 6421561 1658494 1658494 8080055 3407470 -323508 -323508 3730978 546547 546547 4277525 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 true AMERICAN RED CROSS OF NORTHWEST INDIANA 791 E 83RD AVE MERRILLVILLE IN 464106204 530196605 501C3 10000 HOME FIRE RELIEF CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 351087173 501C3 17156 FURTHER ORGS MISSION CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC 940 BROADWAY GARY IN 46402 351122204 501C3 5309 FURTHER ORGS MISSION CENTER FOR POSSIBILITIES 22 TYLER ST HOBART IN 463421055 351169900 501C3 7169 FURTHER ORGS MISSION CHICAGO SYMPHONY ORCHESTRA 220 S MICHIGAN AVE CHICAGO IL 606042559 362167823 501C3 7500 FURTHER ORGS MISSION CITY OF HAMMOND 5925 CALUMET AVE HAMMOND IN 463202556 351581423 GOV 25000 FURTHER ORGS MISSON DUNES LEARNING CENTER 700 HOWE RD CHESTERTON IN 46304 352031658 501C3 5190 FURTHER ORGS MISSION ERIN'S FARM NFP 5200 S LIVERPOOL RD HOBART IN 46342 822595807 501C3 10000 FURTHER ORGS MISSION FOOD BANK OF NORTHWEST INDIANA 6490 BROADWAY MERRILLVILLE IN 46410 351528285 501C3 15000 FURTHER ORGS MISSION FRANCISCAN MINISTRIES 11500 THERESA DRIVE LEMONT IL 60439 363579767 501C3 20032 FURTHER ORGS MISSION FRANCISCAN ST ANTHONY HEALTH CROWN POINT 1201 S MAIN ST CROWN POINT IN 46307 351330472 501C3 13955 FURTHER ORGS MISSION GARY ALUMNI PATHWAY TO STUDENTS 9TH AND GERRY STREET GARY IN 46404 813742923 501C3 13000 FURTHER ORGS MISSION GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA 20 S CLARK ST - SUITE 20 CHICAGO IL 60603 363871241 501C3 15366 FURTHER ORGS MISSION GIRLS ON THE RUN OF NW INDIANA 821 W 45TH ST GRIFFITH IN 46319 320186701 501C3 6000 FURTHER ORGS MISSION GLEANERS OF SOUTH LAKE COUNTY 13131 LAKE SHORE DRIVE CEDAR LAKE IN 46303 351826556 501C3 10000 FURTHER ORGS MISSION GOODWILL LEADS INC 1805 W WESTERN AVE SOUTH BEND IN 46619 471473842 501C3 25000 FURTHER ORGS MISSION HAMMOND COMMUNITY CORPORATION 5925 CALUMET AVE RM G-17 HAMMOND IN 46320 463368354 501C3 56277 FURTHER ORGS MISSION HAMMOND EDUCATION FOUNDATION INC 41 WILLIAMS ST HAMMOND IN 46320 351572372 501C3 11162 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 52492 FURTHER ORGS MISSION HOBART COMMUNITY FOUNDATION 1001 LILLIAN ST HOBART IN 46342 351790403 501C3 12065 FURTHER ORGS MISSION HOBART FAMILY YMCA 601 W 40TH PL HOBART IN 463422223 351382817 501C3 5876 FURTHER ORGS MISSION HOBART HISTORICAL SOCIETY 706 EAST 4TH STREET PO BOX 24 HOBART IN 46342 237088107 501C3 6387 FURTHER ORGS MISSION HOSPICE OF THE CALUMET AREA INC 600 SUPERIOR AVE MUNSTER IN 46321 351519392 501C3 17412 FURTHER ORGS MISSION INDIANA TEEN CHALLENGE PO BOX 564 LEBANON IN 46052 351262844 501C3 10000 FURTHER ORGS MISSION INDIANA PARENTING INSTITUTE INC PO BOX 14226 MERRILLVILLE IN 464114226 200802893 501C3 9000 FURTHER ORGS MISSION IVY TECH FOUNDATION 50 WEST FALL CREEK PARKWAY INDIANAPOLIS IN 46208 237073977 501C3 5680 FURTHER ORGS MISSION LAKE AREA UNITED WAY 221 W RIDGE RD GRIFFITH IN 46319 237170019 501C3 14872 FURTHER ORGS MISSION LAKE COUNTY PUBLIC LIBRARY 1919 W 81ST AVE MERRILLVILLE IN 464105382 356006653 501C3 5132 FURTHER ORGS MISSION LOVE FOR JALYN FOUNDATION 5358 CAROLINA ST MERRILLVILLE IN 46410 472485988 501C3 13000 FURTHER ORGS MISSION LOWELL PUBLIC LIBRARY 1505 E COMMERCIAL AVE LOWELL IN 46356 356007007 GOV 7125 FURTHER ORGS MISSION MILLER COMMUNITY FUND INC PO BOX 2573 GARY IN 464030817 300317277 501C3 6526 FURTHER ORGS MISSION NAZARETH HOME 4301 ELM ST EAST CHICAGO IN 463123006 362609644 501C3 8630 FURTHER ORGS MISSION NEIGHBORS' EDUCATIONAL OPPORTUNITIE 5201 US HIGHWAY 6 PORTAGE IN 463682854 450697456 501C3 6500 FURTHER ORGS MISSION NORTHWEST INDIANA SYMPHONY SOCIETY 1040 RIDGE RD MUNSTER IN 46321 351359750 501C3 11972 FURTHER ORGS MISSION NWI VOLUNTEER LAWYERS INC 651 E 3RD ST HOBART IN 46342 352127740 501C3 9982 FURTHER ORGS MISSION PACK AWAY HUNGER 5230 PARK EMERSON DR STE A INDIANAPOLIS IN 462036933 271438579 501C3 10000 FURTHER ORGS MISSION PALADIN INC 4315 EAST MICHIGAN BLVD MICHIGAN CITY IN 46360 356076798 501C3 6075 FURTHER ORGS MISSION PLANNED PARENTHOOD OF INDIANA AND KENTUCKY 200 S MERIDIAN ST STE 400 INDIANAPOLIS IN 462251076 350874276 501C3 8350 FURTHER ORGS MISSION PROJECT OUTREACH AND PREVENTION ON YOUTH VIOLENCE FOUNDATION 900 ALDENBROOK COURT CROWN POINT IN 46307 471700540 501C3 10000 FURTHER ORGS MISSION PURDUE UNIVERSITY-WEST LAFAYETTE 610 PURDUE MALL HOVDE HALL OF ADMI WEST LAFAYETTE IN 479072040 356002041 GOV 6100 FURTHER ORGS MISSION SALVATION ARMY 8225 COLUMBIA AVE MUNSTER IN 46321 362167910 501C3 12666 FURTHER ORGS MISSION SHIRLEY HEINZE LAND TR INC 109 W 700 N VALPARAISO IN 46385 352153969 501C3 5363 FURTHER ORGS MISSION SOUTH LAKE COUNTY COMMUNITY SERVICES 1450 E JOLIET ST SUITE 202 CROWN POINT IN 463074726 351452057 501C3 16620 FURTHER ORGS MISSION ST JOSEPH'S CARMELITE HOME 4840 GRASSELLI ST EAST CHICAGO IN 46312 351117320 501C3 10000 FURTHER ORGS MISSION ST JUDE HOUSE 12490 MARSHALL ST CROWN POINT IN 46307 351905782 501C3 5295 FURTHER ORGS MISSION THE FIRST TEE OF HAMMOND 901 E 129TH ST HAMMOND IN 46320 204514968 501C3 7443 FURTHER ORGS MISSION THE MCMILLAN FAMILY FOUNDATION 3801 MURVIHILL RD HANGER A-1 VALPRAISO IN 46383 384008491 501C3 12500 FURTHER ORGS MISSION TOWLE THEATER 5205 HOHMAN AVE HAMMOND IN 463201719 812201036 501C3 10000 FURTHER ORGS MISSION TOWN OF GRIFFITH- PARKS & RECREATIO 111 N BROAD ST GRIFFITH IN 46319 356001051 GOV 25000 FURTHER ORGS MISSION TRADEWINDS SERVICES INC 3198 E 83RD PLACE MERRILLVILLE IN 46410 351139485 501C3 44207 FURTHER ORGS MISSION TREASURER OF THE STATE OF INDIANA 4020 WEST WASHINGTON ST W-361 MS-01 INDIANAPOLIS IN 46202 356000158 501C3 29269 FURTHER ORGS MISSION TRINITY LUTHERAN SCHOOL 891 S LINDA ST HOBART IN 46342 356000591 501C3 10000 FURTHER ORGS MISSION TRUSTEES OF INDIANA UNIVERSITY 509 E 3RD ST BLOOMINGTON IN 47401 356001673 501C3 10000 FURTHER ORGS MISSION URBAN LEAGUE OF NORTHWEST INDIANA 3101 BROADWAY GARY IN 46409 351178594 501C3 32000 FURTHER ORGS MISSION WHITING ENTERTAINMENT CENTER PO BOX 592 WHITING IN 46394 811514126 509A3 25000 FURTHER ORGS MISSION WHITE'S RESIDENTAL AND FAMILY SERVICES 115 COURT STREET - SUITE A CROWN POINT IN 46307 350883520 501C3 7000 FURTHER ORGS MISSION 57 1 SCHOLARSHIP 148 272538 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 2 51892 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 -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