LEGACY FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: LEGACY FOUNDATION INC (EIN 35-1872803)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-13
IRS object ID: 201923179349300807
Schema version: 2018v3.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-13T07:02:46-06:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	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	2019-11-04	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	2019-11-04	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	2019-11-13	IPDt
IP Tm	07:02:46	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	D99D36E7ECDE4DFD8D8D6340A3E46AF844C08201	AtSubmissionCreationDeviceId
At Submission Filing Device Id	20C28116CC0EF090675891422DC54104E998D85A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-04-17 16:48:07Z	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	$34,720,367	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	24	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	10	TotalEmployeeCnt
Total Volunteers	43	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$2,079,172	PYContributionsGrantsAmt
CY Contributions Grants	$6,501,308	CYContributionsGrantsAmt
PY Program Service Revenue	$586,913	PYProgramServiceRevenueAmt
CY Program Service Revenue	$612,831	CYProgramServiceRevenueAmt
PY Investment Income	$2,434,690	PYInvestmentIncomeAmt
CY Investment Income	$3,048,521	CYInvestmentIncomeAmt
PY Other Revenue	$7,123	PYOtherRevenueAmt
CY Other Revenue	$68,017	CYOtherRevenueAmt
PY Total Revenue	$5,107,898	PYTotalRevenueAmt
CY Total Revenue	$10,230,677	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,989,409	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,057,269	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$431,224	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$576,185	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$140,962	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,350,492	PYOtherExpensesAmt
CY Other Expenses	$1,558,527	CYOtherExpensesAmt
PY Total Expenses	$3,771,125	PYTotalExpensesAmt
CY Total Expenses	$4,191,981	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,336,773	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,038,696	CYRevenuesLessExpensesAmt
Total Assets BOY	$57,406,859	TotalAssetsBOYAmt
Total Assets EOY	$58,448,948	TotalAssetsEOYAmt
Total Liabilities BOY	$10,172,501	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,559,746	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$47,234,358	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$47,889,202	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	$2,724,241	ExpenseAmt
Grant	$2,057,269	GrantAmt
Revenue	$612,831	RevenueAmt
Desc	LEGACY FOUNDATION PROVIDED TOTAL GRANTS AND SCHOLARSHIPS IN 2018 OF 2,057,269. 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	$2,724,241	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
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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 With Officer Ent	false	BusinessRlnWithOfficerEntInd
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	38	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	10	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	24	GoverningBodyVotingMembersCnt
Independent Voting Member	24	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 (25 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
BENJAMIN BOCHNOWSKI
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ROBERT GARDINER
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
JILL JONES
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
CHRISTOPER WHITE
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)	$129,555	$0	$3,706

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$129,555	TotalReportableCompFromOrgAmt
Total Other Compensation	$3,706	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	$6,501,308	AllOtherContributionsAmt
Noncash Contributions	$207,912	NoncashContributionsAmt
Total Contributions	$6,501,308	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PROGRAM SERVICE REVENUE	Desc
Total Revenue Column	$612,831	TotalRevenueColumnAmt
Related Or Exempt Func Income	$612,831	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$612,831	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,256,063	TotalRevenueColumnAmt
Exclusion	$2,256,063	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$25,282,148	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$24,489,690	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$792,458	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$792,458	TotalRevenueColumnAmt
Exclusion	$792,458	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$68,017	TotalRevenueColumnAmt
Related Or Exempt Func Income	$68,017	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$68,017	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,230,677	TotalRevenueColumnAmt
Related Or Exempt Func Income	$680,848	RelatedOrExemptFuncIncomeAmt
Exclusion	$3,048,521	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,777,512	TotalAmt
Program Services	$1,777,512	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$279,757	TotalAmt
Program Services	$279,757	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$129,555	TotalAmt
Program Services	$58,752	ProgramServicesAmt
Management And General	$55,068	ManagementAndGeneralAmt
Fundraising	$15,735	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$385,424	TotalAmt
Program Services	$174,788	ProgramServicesAmt
Management And General	$163,829	ManagementAndGeneralAmt
Fundraising	$46,807	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$22,621	TotalAmt
Program Services	$14,918	ProgramServicesAmt
Management And General	$5,991	ManagementAndGeneralAmt
Fundraising	$1,712	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$38,585	TotalAmt
Program Services	$17,401	ProgramServicesAmt
Management And General	$16,476	ManagementAndGeneralAmt
Fundraising	$4,708	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$612,831	TotalAmt
Management And General	$612,831	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$313	TotalAmt
Management And General	$313	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$54,051	TotalAmt
Management And General	$54,051	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$276,758	TotalAmt
Management And General	$276,758	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$20,933	TotalAmt
Fundraising	$20,933	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,806	TotalAmt
Program Services	$5,169	ProgramServicesAmt
Management And General	$5,940	ManagementAndGeneralAmt
Fundraising	$1,697	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$37,649	TotalAmt
Program Services	$13,930	ProgramServicesAmt
Management And General	$18,448	ManagementAndGeneralAmt
Fundraising	$5,271	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$88,595	TotalAmt
Program Services	$32,780	ProgramServicesAmt
Management And General	$43,412	ManagementAndGeneralAmt
Fundraising	$12,403	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$32,664	TotalAmt
Program Services	$14,043	ProgramServicesAmt
Management And General	$14,483	ManagementAndGeneralAmt
Fundraising	$4,138	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,612	TotalAmt
Program Services	$2,446	ProgramServicesAmt
Management And General	$3,240	ManagementAndGeneralAmt
Fundraising	$926	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$39,693	TotalAmt
Program Services	$14,686	ProgramServicesAmt
Management And General	$19,450	ManagementAndGeneralAmt
Fundraising	$5,557	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROGRAM EXPENSES	$289,217	$289,217
SPECIAL EVENTS	$48,262	$17,857	$23,648	$6,757
MISCELLANEOUS EXPENSE	$14,893	$5,608	$7,494	$1,791
REPAIRS AND MAINTENANCE	$12,250	$5,377	$5,346	$1,527

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,000	TotalAmt
Fundraising	$11,000	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,191,981	TotalAmt
Program Services	$2,724,241	ProgramServicesAmt
Management And General	$1,326,778	ManagementAndGeneralAmt
Fundraising	$140,962	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$996,771	BOYAmt
EOY	$808,689	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$788,610	BOYAmt
EOY	$6,717,356	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$121,711	BOYAmt
EOY	$115,552	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$17,340	BOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$105,253	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$70,114	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$11,569	BOYAmt
EOY	$35,139	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$55,470,858	BOYAmt
EOY	$50,772,212	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$57,406,859	BOYAmt
EOY	$58,448,948	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$22,648	BOYAmt
EOY	$42,566	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$180,498	BOYAmt
EOY	$275,036	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$1,281,912	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$9,465,626	BOYAmt
EOY	$8,510,168	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$503,729	BOYAmt
EOY	$450,064	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$10,172,501	BOYAmt
EOY	$10,559,746	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,039,834	BOYAmt
EOY	$698,945	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$44,194,524	BOYAmt
EOY	$47,190,257	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$47,234,358	BOYAmt
EOY	$47,889,202	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$57,406,859	BOYAmt
EOY	$58,448,948	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$6,038,696	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$6,337,494	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$953,642	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	$3,627,663	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$728,269	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,819,483	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,079,172	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,501,308	CurrentTaxYearAmt
Total	$14,755,895	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,627,663	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$728,269	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,819,483	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,079,172	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,501,308	CurrentTaxYearAmt
Total	$14,755,895	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$8,502,292	SubstantialContributorsTotAmt
Public Support Total170	$6,253,603	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,094,078	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,480,834	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,373,065	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,127,874	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,256,063	CurrentTaxYearAmt
Total	$8,331,914	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$20,137	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$38,959	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$51,336	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,123	CurrentTaxYearMinus1YearAmt
Current Tax Year	$68,017	CurrentTaxYearAmt
Total	$185,572	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$23,273,381	TotalSupportAmt
Gross Receipts Rltd Activities	$1,274,884	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.26870	PublicSupportCY170Pct
Public Support PY170	0.38720	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 185,572	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	41	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$119,128	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$444,184	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$8,794,917	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$38,557,347	BeginningYearBalanceAmt
Contributions	$4,357,454	ContributionsAmt
Investment Earnings Or Losses	$663,991	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,765,692	GrantsOrScholarshipsAmt
Other Expenditures	$761,449	OtherExpendituresAmt
Administrative Expenses	$556,960	AdministrativeExpensesAmt
End Year Balance	$39,494,691	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.08000	BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY	0.92000	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	$105,253	OtherCostOrOtherBasisAmt
Depreciation	$70,114	DepreciationAmt
Book Value	$35,139	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$35,139	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITIES PAYABLE	Desc
Amt	$450,064	Amt

Field	Value	IRS element (for citing)
Total Liability	$450,064	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,098,417	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$6,337,494	NetUnrealizedGainsInvstAmt
Other Revenue	-$278,574	OtherRevenueAmt
Revenue Not Reported	-$6,616,068	RevenueNotReportedAmt
Revenue Subtotal	$10,714,485	RevenueSubtotalAmt
Other Revenues Not Included	-$483,808	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$483,808	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$10,230,677	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,443,573	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$276,758	OtherExpensesIncludedAmt
Expenses Not Reported	-$276,758	ExpensesNotReportedAmt
Expenses Subtotal	$3,720,331	ExpensesSubtotalAmt
Other Expenses Not Included	$471,650	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$471,650	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,191,981	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 2015, 2016, AND 2017 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 -1,811 INVESTMENT FEES -276,763
SCHEDULE D, PAGE 4, PART XI, LINE 4B	CUSTODIAL FUND REVENUES -483,808
SCHEDULE D, PAGE 4, PART XII, LINE 2D	INVESTMENT FEES -276,758
SCHEDULE D, PAGE 4, PART XII, LINE 4B	CUSTODIAL FUND EXPENSES 471,650

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (59 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
ACCION CHICAGO INC
1436 W RANDOLPH ST SUITE 300	CHICAGO	IL	60607	363966573	501C3	$8,277	FURTHER ORGS MISSION
CALUMET COLLEGE OF ST JOSEPH
2400 NEW YORK AVE	WHITING	IN	46394	351087173	501C3	$16,505	FURTHER ORGS MISSION
CAMPAGNA ACADEMY INC
7403 CLINE AVE	SCHERERVILLE	IN	46375	351068483	501C3	$9,000	FURTHER ORGS MISSION
CATHOLIC CHARITIES OF THE DIOCESE
940 BROADWAY	GARY	IN	46402	351122204	501C3	$5,028	FURTHER ORGS MISSION	OF GARY INC
DERRYFIELD SCHOOL
2108 RIVER RD	MANCHESTER	NH	03104	136763481	GOV	$10,000	FURTHER ORGS MISSION
DUNES LEARNING CENTER
700 HOWE RD	CHESTERTON	IN	46304	352031658	501C3	$55,884	FURTHER ORGS MISSION
ERIN'S FARM NFP
5200 S LIVERPOOL RD	HOBART	IN	46342	822595807	501C3	$12,500	FURTHER ORGS MISSION
FAITH IN INDIANA
212 W 10TH STREET SUITE F175	INDIANAPOLIS	IN	46202	452349567	501C3	$12,500	FURTHER ORGS MISSION
FOOD BANK OF NORTHWEST INDIANA
6490 BROADWAY	MERRILLVILLE	IN	46410	351528285	501C3	$25,000	FURTHER ORGS MISSION
FOR THE LOVE OF THE ARTS
3933 GROVER AVE	HAMMOND	IN	46327	474750291	501C3	$5,500	FURTHER ORGS MISSION
FRANCISCAN MINISTRIES
11500 THERESA DRIVE	LEMONT	IL	60439	363579767	501C3	$19,848	FURTHER ORGS MISSION
GARY ALUMNI PATHWAY TO STUDENTS
9TH AND GERRY STREET	GARY	IN	46404	813742923	501C3	$25,000	FURTHER ORGS MISSION
GARY PUBLIC LIBRARY
220 W 5TH AVE	GARY	IN	464021215	356001509	GOV	$25,000	FURTHER ORGS MISSION
HAMMOND COMMUNITY CORPORATION
5925 CALUMET AVE RM G-17	HAMMOND	IN	46320	463368354	501C3	$56,536	FURTHER ORGS MISSION
HAMMOND EDUCATION FOUNDATION INC
41 WILLIAMS ST	HAMMOND	IN	46320	351572372	501C3	$10,396	FURTHER ORGS MISSION
HAMMOND FAMILY YMCA
7332 SOUTHEASTERN AVE	HAMMOND	IN	46324	351369437	501C3	$10,325	FURTHER ORGS MISSION
HAMMOND PUBLIC LIBRARY FOUNDATION
564 STATE ST	HAMMOND	IN	463201532	471982796	501C3	$51,130	FURTHER ORGS MISSION
HESSVILLE COMMERCE AND COMMUNITY
PO BOX 2104	HAMMOND	IN	46323	473762794	501C3	$17,000	FURTHER ORGS MISSION	CREATIVE
HOBART COMMUNITY FOUNDATION
1001 LILLIAN ST	HOBART	IN	46342	351790403	501C3	$11,891	FURTHER ORGS MISSION
HOBART FAMILY YMCA
601 W 40TH PL	HOBART	IN	463422223	351382817	501C3	$25,824	FURTHER ORGS MISSION
HOBART HISTORICAL SOCIETY
706 EAST 4TH STREET PO BOX 24	HOBART	IN	46342	237088107	501C3	$6,281	FURTHER ORGS MISSION
HOSPICE OF THE CALUMET AREA INC
600 SUPERIOR AVE	MUNSTER	IN	46321	351519392	501C3	$11,908	FURTHER ORGS MISSION
HUMANE INDIANA
8149 KENNEDY AVE	HIGHLAND	IN	46322	350895837	501C3	$9,655	FURTHER ORGS MISSION
INDIANA WOMEN IN NEED FOUNDATION
2015 EAST 62ND ST - SUITE B	INDIANAPOLIS	IN	46220	912057735	501C3	$10,000	FURTHER ORGS MISSION
IVY TECH FOUNDATION
50 WEST FALL CREEK PARKWAY	INDIANAPOLIS	IN	46208	237073977	501C3	$5,610	FURTHER ORGS MISSION
LAKE AREA UNITED WAY
221 W RIDGE RD	GRIFFITH	IN	46319	237170019	501C3	$14,589	FURTHER ORGS MISSION
LAKE COUNTY IN ECONOMIC ALLIANCE
440 W 84TH DR	MERRILLVILLE	IN	46410	351598214	501C3	$15,000	FURTHER ORGS MISSION
LAKE COUNTY PARKS DEPARTMENT
8411 E US HIGHWAY 30	CROWN POINT	IN	463078825	356000168	GOV	$7,000	FURTHER ORGS MISSION
LAKE COURT HOUSE FOUNDATION
PO BOX 556	CROWN POINT	IN	463080556	351368010	501C3	$5,035	FURTHER ORGS MISSION
LAKE DALECARLIA WOMANS CLUB
221 ISLAND DR	LOWELL	IN	46356	472221862	501C3	$7,100	FURTHER ORGS MISSION
LAKESHORE PUBLIC MEDIA
8625 INDIANA PLACE	MERRILLVILLE	IN	46410	310960136	501C3	$10,369	FURTHER ORGS MISSION	NWI PUBLIC BROADCASTING
LOWELL PUBLIC LIBRARY
1505 E COMMERCIAL AVE	LOWELL	IN	46356	356007007	GOV	$7,136	FURTHER ORGS MISSION
MARIA REINER CENTER
705 E 4TH ST	HOBART	IN	46342	356001058	GOV	$30,326	FURTHER ORGS MISSION
MENTAL HEALTH AMERICA OF LAKE CO
5311 HOHMAN AVENUE	HAMMOND	IN	46320	351014213	501C3	$10,000	FURTHER ORGS MISSION
NATIONAL CIVIC RIGHTS MUSEUM
2210 HAYES ST	GARY	IN	46404	310973383	501C3	$50,000	FURTHER ORGS MISSION
NEIGHBORS' EDUCATIONAL OPPORTUNITIE
5201 US HIGHWAY 6	PORTAGE	IN	463682854	450697456	501C3	$15,000	FURTHER ORGS MISSION
NORTHWEST INDIANA SYMPHONY SOCIETY
1040 RIDGE RD	MUNSTER	IN	46321	351359750	501C3	$6,962	FURTHER ORGS MISSION
NWI VOLUNTEER LAWYERS INC
651 E 3RD ST	HOBART	IN	46342	352127740	501C3	$9,884	FURTHER ORGS MISSION
PALADIN INC
4315 EAST MICHIGAN BLVD	MICHIGAN CITY	IN	46360	356076798	501C3	$15,000	FURTHER ORGS MISSION
PATHWAY TO ADVENTURE COUNCIL
1218 W ADAMS ST	CHICAGO	IL	60607	475066720	501C3	$10,000	FURTHER ORGS MISSION	BOY SCOUTS OF AMERICA
PURDUE UNIVERSITY-WEST LAFAYETTE
610 PURDUE MALL HOVDE HALL OF ADMI	WEST LAFAYETTE	IN	479072040	356002041	GOV	$9,000	FURTHER ORGS MISSION
SAFE COALITION FOR HUMAN RIGHTS
9335 CALUMET AVE SUITE D	MUNSTER	IN	46321	465004070	501C3	$15,000	FURTHER ORGS MISSION
SAINT DEMETRIOS GREEK ORTHODOX
7021 HOMAN AVE	HAMMOND	IN	46324	452478731	501C3	$25,000	FURTHER ORGS MISSION	CHURCH
SALVATION ARMY
8225 COLUMBIA AVE	MUNSTER	IN	46321	362167910	501C3	$14,164	FURTHER ORGS MISSION
SCHOOL CITY OF HOBART EDUCATIONAL
32 E 7TH ST	HOBART	IN	46342	352035071	501C3	$9,825	FURTHER ORGS MISSION	FOUNDATION
SOUTH LAKE COUNTY COMMUNITY
1450 E JOLIET ST SUITE 202	CROWN POINT	IN	463074726	351452057	501C3	$19,510	FURTHER ORGS MISSION	SERVICES
SOUTH SHORE DANCE ALLIANCE
201C N GRIFFITH BLVD	GRIFFITH	IN	463192151	262387698	501C3	$5,100	FURTHER ORGS MISSION
ST JOSEPH'S CARMELITE HOME
4840 GRASSELLI ST	EAST CHICAGO	IN	46312	351117320	501C3	$10,279	FURTHER ORGS MISSION
ST JUDE HOUSE
12490 MARSHALL ST	CROWN POINT	IN	46307	351905782	501C3	$6,545	FURTHER ORGS MISSION
STUDENT CONSERVATION ASSOCIATION
224 S MICHIGAN AVE SUITE 425	CHICAGO	IL	60604	910880684	501C3	$25,000	FURTHER ORGS MISSION
THE CAVALIERS DRUM BUGLE CORPS
7122 LYNDEN PLACE	ROSEMONT	IL	60018	237449578	501C3	$5,794	FURTHER ORGS MISSION
THE FIRST TEE OF HAMMOND
901 E 129TH ST	HAMMOND	IN	46320	204514968	501C3	$17,622	FURTHER ORGS MISSION
THE MCMILLAN FAMILY FOUNDATION
3801 MURVIHILL RD HANGER A-1	VALPRAISO	IN	46383	384008491	501C3	$25,000	FURTHER ORGS MISSION
TOP 20 INC
PO BOX 3006	EAST CHICAGO	IN	46312	900755133	501C3	$5,600	FURTHER ORGS MISSION
TOWN OF GRIFFITH- PARKS & RECREATIO
111 N BROAD ST	GRIFFITH	IN	46319	356001051	GOV	$5,523	FURTHER ORGS MISSION
TRADEWINDS SERVICES INC
3198 E 83RD PLACE	MERRILLVILLE	IN	46410	351139485	501C3	$42,257	FURTHER ORGS MISSION
TRINITY LUTHERAN SCHOOL
891 S LINDA ST	HOBART	IN	46342	356000591	501C3	$10,000	FURTHER ORGS MISSION
WESTMINSTER PRESBYTERIAN CHURCH
8955 COLUMBIA AVE	MUNSTER	IN	463212903	351090391	501C3	$8,782	FURTHER ORGS MISSION
WHITING ENTERTAINMENT CENTER
PO BOX 592	WHITING	IN	46394	811514126	509A3	$25,000	FURTHER ORGS MISSION

Field	Value	IRS element (for citing)
Total501c3 Org	59	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIP	GrantTypeTxt
Recipient	154	RecipientCnt
Cash Grant	$279,757	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	3	ContributionCnt
Noncash Contributions Rpt F990	$207,912	NoncashContributionsRptF990Amt

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 -1,811 INVESTMENT FEES -276,763 CUSTODIAL FUND REVENUES 483,808 INVESTMENT FEES 276,758 CUSTODIAL FUND EXPENSES 471,650 TOTAL 953,642