LEGACY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY FOUNDATION INC (EIN 35-1872803)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-08
- IRS object ID
- 202502819349300140
- Schema version
- 2024v5.0
- 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 | 2025-10-08T12:42:06-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | KELLY ANOE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2197361880 | PhoneNum |
| Signature | 2025-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2025-10-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KELLY ANOE | 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 | $84,843,592 | 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 | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,874,271 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,866,088 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $859,785 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,103,307 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,119,266 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,101,424 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,000 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,887,322 | PYTotalRevenueAmt |
| CY Total Revenue | $43,070,819 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,117,818 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,377,632 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $602,146 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $751,588 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $248,192 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,389,275 | PYOtherExpensesAmt |
| CY Other Expenses | $1,840,427 | CYOtherExpensesAmt |
| PY Total Expenses | $6,109,239 | PYTotalExpensesAmt |
| CY Total Expenses | $7,969,647 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,221,917 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,101,172 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,051,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,834,639 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,904,337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,987,962 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $73,147,065 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,846,677 | 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 | $6,072,132 | ExpenseAmt |
| Grant | $5,377,632 | GrantAmt |
| Revenue | $1,103,307 | RevenueAmt |
| Desc | LEGACY FOUNDATION PROVIDED TOTAL GRANTS AND SCHOLARSHIPS IN 2024 OF 5,377,632. 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 | $6,072,132 | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2197361940 | 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 (21 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 |
|---|---|---|---|---|---|---|---|
| JOHN FREYEK | |||||||
| CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SEAN EGAN | |||||||
| VICE-CHAIR | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATT DOYLE | |||||||
| TREASURER | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHERRI ZILLER | |||||||
| SECRETARY | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAREY YUKICH | |||||||
| IMMEDIATE PA | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES DUNNE | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALFREDO ESTRADA | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KARIMA HASAN BEY | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROD GAYDA | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LISA GOODNIGHT | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GREGORY GORDON | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN KAVOIS | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GLORIA MORRIS | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAM OTT | |||||||
| 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 | |
| CHELSEA WHITTINGTON | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID WRIGHT | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RICHARD YOUNG | |||||||
| DIRECTOR | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KELLY ANOE | |||||||
| PRESIDENT | 40.00 | 0.50 | Yes (X) | $141,233 | $0 | $5,766 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,233 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,766 | TotalOtherCompensationAmt |
| 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 | $35,866,088 | AllOtherContributionsAmt |
| Noncash Contributions | $464,546 | NoncashContributionsAmt |
| Total Contributions | $35,866,088 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| ADMINISTRATIVE FEES | $928,209 | $928,209 |
| PROGRAM INCOME | $175,098 | $175,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,103,307 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,702,393 | TotalRevenueColumnAmt |
| Exclusion | $2,702,393 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,071,905 | SecuritiesAmt |
| Other | $99,899 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,687,066 | SecuritiesAmt |
| Other | $85,707 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,384,839 | SecuritiesAmt |
| Other | $14,192 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,399,031 | TotalRevenueColumnAmt |
| Exclusion | $3,399,031 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,070,819 | TotalRevenueColumnAmt |
| Exclusion | $7,204,731 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,811,000 | TotalAmt |
| Program Services | $4,811,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,632 | TotalAmt |
| Program Services | $566,632 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,233 | TotalAmt |
| Program Services | $43,783 | ProgramServicesAmt |
| Management And General | $74,853 | ManagementAndGeneralAmt |
| Fundraising | $22,597 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,340 | TotalAmt |
| Program Services | $155,415 | ProgramServicesAmt |
| Management And General | $265,710 | ManagementAndGeneralAmt |
| Fundraising | $80,215 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,461 | TotalAmt |
| Program Services | $18,433 | ProgramServicesAmt |
| Management And General | $31,514 | ManagementAndGeneralAmt |
| Fundraising | $9,514 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,554 | TotalAmt |
| Program Services | $15,362 | ProgramServicesAmt |
| Management And General | $26,263 | ManagementAndGeneralAmt |
| Fundraising | $7,929 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,209 | TotalAmt |
| Management And General | $928,209 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,587 | TotalAmt |
| Management And General | $2,587 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,579 | TotalAmt |
| Program Services | $26,487 | ProgramServicesAmt |
| Management And General | $13,092 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,121 | TotalAmt |
| Management And General | $178,121 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,473 | TotalAmt |
| Fundraising | $25,473 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,833 | TotalAmt |
| Program Services | $2,429 | ProgramServicesAmt |
| Management And General | $4,150 | ManagementAndGeneralAmt |
| Fundraising | $1,254 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,125 | TotalAmt |
| Program Services | $17,399 | ProgramServicesAmt |
| Management And General | $29,746 | ManagementAndGeneralAmt |
| Fundraising | $8,980 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,051 | TotalAmt |
| Program Services | $26,986 | ProgramServicesAmt |
| Management And General | $46,136 | ManagementAndGeneralAmt |
| Fundraising | $13,929 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,802 | TotalAmt |
| Program Services | $6,139 | ProgramServicesAmt |
| Management And General | $10,495 | ManagementAndGeneralAmt |
| Fundraising | $3,168 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,441 | TotalAmt |
| Program Services | $3,237 | ProgramServicesAmt |
| Management And General | $5,533 | ManagementAndGeneralAmt |
| Fundraising | $1,671 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,876 | TotalAmt |
| Program Services | $2,132 | ProgramServicesAmt |
| Management And General | $3,644 | ManagementAndGeneralAmt |
| Fundraising | $1,100 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $359,579 | $359,579 | ||
| DEVELOPMENT | $63,525 | $63,525 | ||
| SPECIAL EVENTS | $28,722 | $8,904 | $4,596 | $15,222 |
| MISCELLANEOUS EXPENSE | $17,800 | $5,517 | $2,848 | $9,435 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,704 | TotalAmt |
| Program Services | $2,698 | ProgramServicesAmt |
| Management And General | $4,613 | ManagementAndGeneralAmt |
| Fundraising | $1,393 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,969,647 | TotalAmt |
| Program Services | $6,072,132 | ProgramServicesAmt |
| Management And General | $1,649,323 | ManagementAndGeneralAmt |
| Fundraising | $248,192 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $887,233 | BOYAmt |
| EOY | $6,601,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,675,268 | BOYAmt |
| EOY | $12,829,034 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,901,748 | BOYAmt |
| EOY | $18,427,947 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,942 | BOYAmt |
| EOY | $121,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $111,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,177 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,784 | BOYAmt |
| EOY | $21,780 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,384,293 | BOYAmt |
| EOY | $85,490,557 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,134 | BOYAmt |
| EOY | $341,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,051,402 | BOYAmt |
| EOY | $123,834,639 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,303 | BOYAmt |
| EOY | $109,057 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,573 | BOYAmt |
| EOY | $1,514,794 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,190,884 | BOYAmt |
| EOY | $10,691,205 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,577 | BOYAmt |
| EOY | $672,906 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,904,337 | BOYAmt |
| EOY | $12,987,962 | 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 | $1,937,685 | BOYAmt |
| EOY | $2,263,421 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,209,380 | BOYAmt |
| EOY | $108,583,256 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,147,065 | BOYAmt |
| EOY | $110,846,677 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,051,402 | BOYAmt |
| EOY | $123,834,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $35,101,172 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,148,030 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$549,590 | 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 | $12,983,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,686,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,174,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,874,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,866,088 | CurrentTaxYearAmt |
| Total | $56,585,512 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,983,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,686,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,174,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,874,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,866,088 | CurrentTaxYearAmt |
| Total | $56,585,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $38,175,620 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,409,892 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,075,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,497,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,528,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,076,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,702,393 | CurrentTaxYearAmt |
| Total | $9,880,588 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $893,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,103,307 | CurrentTaxYearAmt |
| Total | $2,083,759 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,549,859 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,269,573 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.26860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35690 | 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 980,452 | 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 | 46 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $4,151,152 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $655,346 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $15,034,361 | 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 | $63,025,245 | BeginningYearBalanceAmt |
| Contributions | $5,521,918 | ContributionsAmt |
| Investment Earnings Or Losses | $7,030,305 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,175,878 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $736,353 | AdministrativeExpensesAmt |
| End Year Balance | $71,665,237 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,293,235 | BeginningYearBalanceAmt |
| Contributions | $611,006 | ContributionsAmt |
| Investment Earnings Or Losses | $8,951,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,187,627 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $643,261 | AdministrativeExpensesAmt |
| End Year Balance | $63,025,245 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,903,184 | BeginningYearBalanceAmt |
| Contributions | $1,353,916 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,999,778 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,349,600 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $614,487 | AdministrativeExpensesAmt |
| End Year Balance | $56,293,235 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,439,470 | BeginningYearBalanceAmt |
| Contributions | $1,697,434 | ContributionsAmt |
| Investment Earnings Or Losses | $8,611,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,151,564 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $693,360 | AdministrativeExpensesAmt |
| End Year Balance | $67,903,184 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.76180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23820 | 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 | $111,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,177 | DepreciationAmt |
| Book Value | $21,780 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,780 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RIGHT OF USE | $341,950 |
| ANNUITIES PAYABLE | $330,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $672,906 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,675,433 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,148,030 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$49,269 | OtherRevenueAmt |
| Revenue Not Reported | $3,098,761 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,576,672 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $178,152 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,315,995 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,494,147 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,070,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,975,821 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,975,821 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $178,152 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $815,674 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $993,826 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,969,647 | 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 2021, 2022, AND 2023 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 -49,269 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CUSTODIAL FUND REVENUES 1,315,995 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | CUSTODIAL FUND EXPENSES 815,674 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BALL STATE UNIVERSITY FOUNDATION | |||||||||
| 2800 WEST BETHEL AVENUE | MUNCIE | IN | 47304 | 356024566 | 501C3 | $100,000 | INSTRUCTION SUPPORT | ||
| CALUMET COLLEGE OF ST JOSEPH | |||||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | 351087173 | 501C3 | $118,353 | STUDENT HOUSING | ||
| CHICAGOLAND IMMIGRANT WELCOME | |||||||||
| 824 E HOFFMAN STREET | HAMMOND | IN | 46321 | 465302104 | 501C3 | $10,000 | BUILDING INITIATIVE | NETWORK | |
| COATES INC | |||||||||
| 2101 E 87TH AVE | MERRILLVILLE | IN | 46410 | 845030181 | 501C3 | $10,858 | FAFSA FAST TRACK | ||
| COMMUNITY HELP NETWORK INC | |||||||||
| 550 EAST BURRELL DRIVE | CROWN POINT | IN | 46307 | 851092043 | 501C3 | $7,500 | BUDDY BAG | ||
| COMMUNITY INCLUSION PROGRAM | |||||||||
| 2843 GRAND BLVD | HIGHLAND | IN | 46322 | 412252284 | $14,770 | INTERNSHIPS | |||
| CRISIS CENTER | |||||||||
| 101 N MONTGOMERY ST | GARY | IN | 464033921 | 351324480 | 501C3 | $74,333 | SUPPORT ORGS MISSION | ||
| DELTA INSTITUTE | |||||||||
| 35 E WACKER DR STE 1200 | CHICAGO | IL | 60601 | 364210191 | 501C3 | $10,000 | PLANTING CONSORTIUM | ||
| DIOCESE OF GARY | |||||||||
| 9292 BROADWAY | MERRILLVILLE | IN | 464107047 | 351017287 | $12,276 | NEEDY CHILDREN | |||
| DUNES LEARNING CENTER | |||||||||
| 700 HOWE RD | CHESTERTON | IN | 46304 | 352031658 | 501C3 | $163,221 | FELLOWSHIPS AND SUPP | ||
| EXCEPTIONAL EQUESTRIANS UNLIMITED | |||||||||
| PO BOX 53 | HOBART | IN | 46342 | 351589914 | 501C3 | $10,000 | SUPPORT ORGS MISSION | ||
| FAIR HAVEN CENTER FOR WOMEN INC | |||||||||
| 2645 RIDGE RD | HIGHLAND | IN | 46322 | 203710770 | 501C3 | $26,000 | VICTIM SUPPORT | ||
| FAMILY LIFE COMMUNITY YOUTH CENTER | |||||||||
| 565 MASSACHUSETTS | GARY | IN | 46402 | 812515395 | 501C3 | $50,000 | CO-OP SUPPORT | ||
| FIRST PRESBYTERIAN CHURCH OF NAPLES | |||||||||
| 350 6TH ST SOUTH | NAPLES | FL | 34102 | 596045875 | $53,000 | SUPPORT ORGS MISSION | |||
| FIRST UNITED EVANGELICAL LUTHERAN | |||||||||
| 6705 HOHMAN AVE | HAMMOND | IN | 46324 | 351592861 | $50,000 | SUPPORT ORGS MISSION | CHURCH | ||
| FIRST UNITED METHODIST CHURCH OF | |||||||||
| 352 S MAIN ST | CROWN POINT | IN | 463074050 | 350929973 | $9,656 | ROYAL FAM KIDS & ORG | CROWN POINT | ||
| FOOD BANK OF NORTHWEST INDIANA | |||||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | 351528285 | 501C3 | $177,000 | EXPANSION & ORG SUP. | ||
| FOR THE LOVE OF THE ARTS | |||||||||
| 3933 GROVER AVE | HAMMOND | IN | 46327 | 474750291 | 501C3 | $7,800 | SHINE RECOVERY CAFE | ||
| FRANCISCAN HEALTH | |||||||||
| 12750 ST FRANCIS DRIVE | CROWN POINT | IN | 463072048 | 351330472 | 501C3 | $9,216 | SUPPORT ORGS MISSION | ||
| FRANCISCAN MINISTRIES | |||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 363579767 | 501C3 | $28,323 | SUPPORT ORGS MISSION | ||
| FRIENDS OF THE CROWN POINT | |||||||||
| 122 N MAIN ST | CROWN POINT | IN | 46307 | 351511609 | 501C3 | $7,156 | SUPPORT ORGS MISSION | COMMUNITY LIBRARY | |
| GARY ALUMNI PATHWAY TO STUDENTS | |||||||||
| 9TH AND GERRY STREET | GARY | IN | 46404 | 813742923 | 501C3 | $40,000 | GAPS MURAL PROJECT | ||
| GARY COMMUNITY PARTNERSHIP CORP | |||||||||
| 591 JOHNSON ST | GARY | IN | 46402 | 832885789 | 501C3 | $23,100 | YOUTH LAWNCARE SERV. | ||
| GARY HARM REDUCTION | |||||||||
| 1045 N TIPPECANOE ST | GARY | IN | 46403 | 881562448 | 501C3 | $10,500 | BUILDING CAPACITY | ||
| GARY PUBLIC TRANSPORTATION CORP | |||||||||
| 100 W 4TH AVE | GARY | IN | 46402 | 351340318 | GOV | $26,862 | SENIOR TRANSPORT | ||
| GREATER HAMMOND COMMUNITY SERVICES | |||||||||
| 824 HOFFMAN ST | HAMMOND | IN | 463271830 | 351398205 | 501C3 | $25,000 | SUPPORT ORGS MISSION | INC | |
| GREEK ORTHODOX CHURCH OF SAINT | |||||||||
| 7021 HOHMAN AVE | HAMMOND | IN | 46324 | 472578731 | $21,576 | ROOF REPLACEMENT | DEMETRIOS | ||
| HABITAT OF HUMANITY OF NW INDIANA | |||||||||
| 3777 COLFAX ST | GARY | IN | 46408 | 561525939 | 501C3 | $8,601 | SUPPORT ORGS MISSION | ||
| HAMMOND COMMUNITY CORPORATION | |||||||||
| 5925 CALUMET AVE RM G-17 | HAMMOND | IN | 46320 | 463368354 | 501C3 | $62,489 | SERVE RESIDENTS | ||
| HAMMOND EDUCATION FOUNDATION INC | |||||||||
| 1238 MICHIGAN STREET | HAMMOND | IN | 46320 | 351572372 | 501C3 | $13,059 | SUPPORT ORGS MISSION | ||
| HEALTHVISIONS MIDWEST INC | |||||||||
| 3700 179TH ST | HAMMOND | IN | 463233034 | 352064919 | 501C3 | $20,000 | TRANSPORTATION | ||
| HEARTS IN MOTION | |||||||||
| 2210 US HIGHWAY 41 | SCHERERVILLE | IN | 46375 | 351887934 | 501C3 | $12,323 | NEW DIRECTIONS PROG. | ||
| HOBART COMMUNITY FOUNDATION | |||||||||
| 1001 LILLIAN ST | HOBART | IN | 46342 | 351790403 | 501C3 | $13,220 | SUPPORT ORGS MISSION | ||
| HOBART FOOD PANTRY INCORPORATED | |||||||||
| PO BOX 394 | HOBART | IN | 46342 | 351757175 | 501C3 | $66,035 | FOOD & CAPITAL IMP. | ||
| HOBART HISTORICAL SOCIETY | |||||||||
| 706 EAST 4TH STREET PO BOX 24 | HOBART | IN | 46342 | 237088107 | 501C3 | $7,104 | SUPPORT ORGS MISSION | ||
| HOPE FOR HUMANITY INC | |||||||||
| PO BOX 29117 | RICHMOND | VA | 23242 | 201984786 | 501C3 | $6,525 | EDUCATION IN SUDAN | ||
| HOPE HOUSE | |||||||||
| 7696 OLD BRUNEAU HWY | MARSING | ID | 836390550 | 820352589 | 501C3 | $40,000 | VEHICLE PURCHASE | PO BOX 550 | |
| HOSPICE OF THE CALUMET AREA INC | |||||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 46321 | 351519392 | 501C3 | $16,157 | CHILD EDUC & ORG SUP | ||
| HUMANE INDIANA | |||||||||
| 8149 KENNEDY AVE | HIGHLAND | IN | 46322 | 350895837 | 501C3 | $21,729 | SUPPORT ORGS MISSION | ||
| INDIANA LEGAL SERVICES INC | |||||||||
| 7863 BROADWAY STE 205 | MERRILLVILLE | IN | 46410 | 356059654 | 501C3 | $10,000 | JOB OPPORTUNITIES | ||
| IVY TECH FOUNDATION | |||||||||
| 50 WEST FALL CREEK PARKWAY | INDIANAPOLIS | IN | 46208 | 237073977 | 501C3 | $6,216 | SUPPORT ORGS MISSION | ||
| IVY TECH EAST CHICAGO | |||||||||
| 410 E COLUMBUS DRIVE | EAST CHICAGO | IN | 46312 | GOV | $150,084 | EC CAMPUS RENOVATION | |||
| LAKE COUNTY COMMUNITY SERVICES INC | |||||||||
| 1450 E JOLIET ST SUITE 202 | CROWN POINT | IN | 46307 | 351452057 | 501C3 | $8,012 | SENIOR TRANSPORT. | ||
| LAKE COUNTY PUBLIC LIBRARY | |||||||||
| 1919 W 81ST AVE | MERRILLVILLE | IN | 464105382 | 356006653 | 501C3 | $9,821 | SUPPORT ORGS MISSION | ||
| LAKESHORE PUBLIC MEDIA | |||||||||
| 8625 INDIANA PLACE | MERRILLVILLE | IN | 46410 | 310960136 | 501C3 | $112,179 | EQUIP., PROG, & SUPP | NWI PUBLIC BROADCASTING | |
| LOWELL PUBLIC LIBRARY | |||||||||
| 1505 E COMMERCIAL AVE | LOWELL | IN | 46356 | 356007007 | GOV | $8,928 | SUPPORT ORGS MISSION | ||
| MARIA REINER CENTER | |||||||||
| 705 E 4TH ST | HOBART | IN | 46342 | 356001058 | GOV | $48,572 | RENOVATIONS & STAFF | ||
| MAYO CLINIC FOUNDATION | |||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | 411506440 | 501C3 | $9,821 | ALZHEIMER RESEARCH | ||
| MILLER CITIZENS CORPORATION | |||||||||
| PO BOX 2645 | GARY | IN | 464030645 | 351307742 | 501C3 | $59,113 | SUPPORT ORGS MISSION | ||
| MILLER COMMUNITY FUND INC | |||||||||
| PO BOX 2573 | GARY | IN | 464030817 | 300317277 | 501C3 | $9,648 | SUPPORT ORGS MISSION | ||
| MOUNTAIN GATE | |||||||||
| 124 COUNTY RD 73 | OJO SARCO | NM | 87521 | 850446157 | 501C3 | $75,000 | SUPPORT ORGS MISSION | ||
| NORTHWEST INDIANA SYMPHONY SOCIETY | |||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | 351359750 | 501C3 | $61,549 | CONCERT & MISSION | ||
| NWI VOLUNTEER LAWYERS INC | |||||||||
| 915 MAIN ST SUITE 208 | EVANSVILLE | IN | 47708 | 352126880 | 501C3 | $10,612 | VOL. LEGAL SERVICES | ||
| OPPORTUNITY ENTERPRISES INC | |||||||||
| 2801 EVANS AVE | VALPARAISO | IN | 463836940 | 351136833 | 501C3 | $18,656 | CAMP & EVENT SUPPORT | ||
| PALADIN INC | |||||||||
| 4315 EAST MICHIGAN BLVD | MICHIGAN CITY | IN | 46360 | 356076798 | 501C3 | $9,200 | EMPOWERING IDD | ||
| PLANNED PARENTHOOD OF INDIANA AND | |||||||||
| 200 S MERIDIAN ST STE 400 | INDIANAPOLIS | IN | 462251076 | 350874276 | 501C3 | $10,991 | SUPPORT ORGS MISSION | KENTUCKY | |
| PLANTING RESPONSIBLITIES | |||||||||
| PO BOX 1805 | HIGHLAND | IN | 46322 | 273692983 | 501C3 | $25,000 | CAMP TRIANGLE HILLS | ||
| PROVIDENCE CRISTO RAY HIGH SCHOOL | |||||||||
| 2717 S EAST STREET | INDIANAPOLIS | IN | 46225 | 203585867 | GOV | $10,000 | SUPPORT ORGS MISSION | ||
| PURDUE UNIVERSITY - COLLEGE OF | |||||||||
| 701 WEST STADIUM AVENUE | WEST LAFAYETTE | IN | 47907 | 366002041 | GOV | $50,000 | ENGINEERING PROGRAM | ENGINEERING | |
| SAVE THE DUNES CONSERVATION FUND | |||||||||
| 444 BARKER RD | MICHIGAN CITY | IN | 463604726 | 351915468 | 501C3 | $14,683 | YOUTH EDUCATION | ||
| SCHOOL CITY OF HOBART EDUCATIONAL | |||||||||
| 32 E 7TH ST | HOBART | IN | 46342 | 352035071 | 501C3 | $5,689 | SENIOR EVENT & SUPP. | FOUNDATION | |
| SOUTHLAKETRI-CITY | |||||||||
| 8400 LOUISIANA STREET | MERRILLVILLE | IN | 46405 | 205153554 | 501C3 | $7,845 | RESIDENTIAL REC ROOM | ||
| ST JOHN'S UNITED CHURCH OF CHRIST | |||||||||
| 1288 S INDIANA AVE | CROWN POINT | IN | 46307 | 351130339 | $20,000 | SUPPORT ORGS MISSION | |||
| ST CATHERINE HOSPITAL INC | |||||||||
| 4321 FIR STREET | EAST CHICAGO | IN | 46312 | 351738708 | 501C3 | $11,871 | SAFE BABY DISCHARGE | ||
| ST JUDE HOUSE | |||||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 46307 | 351905782 | 501C3 | $15,000 | HOUSING PROGRAM | ||
| STARTEDUP FOUNDATION | |||||||||
| 1098 PEBBLE BROOK DRIVE | NOBLESVILLE | IN | 46062 | 825058263 | 501C3 | $17,500 | EDUCATOR FELLOWSHIP | ||
| TEENA'S LEGACY | |||||||||
| 727 VERMONT ST | GARY | IN | 46402 | 421697886 | 501C3 | $11,000 | NATIONAL DAY TOUR | ||
| THE CARING PLACE INC | |||||||||
| 150 LINCOLNWAY STE 3002 | VALPARAISO | IN | 463835570 | 310944075 | 501C3 | $10,000 | CORNERSTONE TO GROW | ||
| THE CAVALIERS AP&E | |||||||||
| PO BOX 501 | ROSEMONT | IL | 60018 | 237449578 | 501C3 | $7,268 | FURTHER ORGS MISSION | ||
| THE FIRST TEE OF HAMMOND | |||||||||
| 901 E 129TH ST | HAMMOND | IN | 46320 | 204514968 | 501C3 | $8,027 | SUPPORT ORGS MISSION | ||
| THE METHODIST HOSPITALS FOUNDATION | |||||||||
| 600 GRANT ST | GARY | IN | 464026001 | 271495289 | 501C3 | $100,000 | STAR RECOVERY CENTER | INC | |
| THE MULTI AGENCY ACADEMIC | |||||||||
| 4203 MONTDALE PARK DRIVE | VALPARAISO | IN | 46383 | 384008491 | 501C3 | $15,261 | FURTHER ORGS MISSION | COOPERATIVE FOUNDATION | |
| THE SALVATION ARMY NORTHWEST | |||||||||
| 8225 COLOMBIA AVE | MUNSTER | IN | 463211888 | 362167910 | 501C3 | $58,031 | SUPPORT ORGS MISSION | INDIANA AREA COMMAND | |
| TOWN OF MERRILLVILLE | |||||||||
| 7820 BROADWAY | MERRILLVILLE | IN | 46410 | 351288379 | GOV | $787,320 | COMMUNITY CENTER SUP | ||
| TRADEWINDS SERVICES INC | |||||||||
| 3198 E 83RD PLACE | MERRILLVILLE | IN | 46410 | 351139485 | 501C3 | $217,504 | PANTRY & SENSORY RM | ||
| TRINITY LUTHERAN CHURCH | |||||||||
| 900 LUTHER DR | HOBART | IN | 46342 | 356000591 | $56,035 | SUPPORT ORGS MISSION | |||
| TRINITY LUTHERAN SCHOOL | |||||||||
| 891 S LINDA ST | HOBART | IN | 46342 | 356000591 | 501C3 | $79,285 | TECH & PROGRAM SUPP. | ||
| TRINITY UNITED CHURCH OF CHRIST | |||||||||
| 1276 W 20TH AVENUE | GARY | IN | 46407 | 341927041 | $9,587 | FOOD EXPANSION/EVENT | |||
| UNITED WAY OF NORTHWEST INDIANA | |||||||||
| 951 EASTPORT CENTRE DRIVE | VALPARAISO | IN | 46383 | 356006484 | 501C3 | $16,845 | LAKE CTY SERVICES | INC | |
| VALPARAISO UNIVERSITY - OFFICE OF | |||||||||
| 1100 CAMPUS DRIVE | VALPARAISO | IN | 46383 | 350868125 | 501C3 | $150,000 | ENGINEERING/SCIENCE | INSTITUTIONAL ADVANCEMENT | |
| VNA OF PORTER COUNTY | |||||||||
| 501 MARQUETTE ST | VALPARAISO | IN | 463832508 | 351174866 | 501C3 | $56,035 | SUPPORT ORGS MISSION | ||
| WHITINGROBERTSDALE COMM | |||||||||
| 1417 119TH ST | WHITING | IN | 463941714 | 351772197 | 501C3 | $5,236 | SUPPORT ORGS MISSION | IMPROVEMENT CORP | |
| WITTENBERG VILLAGE LUTHERAN LIFE | |||||||||
| 1200 LUTHER DRIVE | CROWN POINT | IN | 46307 | 351299499 | 501C3 | $7,156 | SUPPORT ORGS MISSION | COMMUNITIES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 74 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 245 | RecipientCnt |
| Cash Grant | $566,632 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTEE REPORTS ARE REQUIRED FOR ALL GRANTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $464,546 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVE 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 -49,269 CUSTODIAL FUND REVENUES -1,315,995 CUSTODIAL FUND EXPENSES 815,674 TOTAL -549,590 |
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