2019-11-13T07:02:46-06:00 2018-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2018-01-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 370 E 84TH DR STE 100 MERRILLVILLE IN 464106643 CAROLYN SAXTON PRESIDENT 2197361880 2019-11-04 true PATRICK W BURKEY P00444925 7652847554 2019-11-04 70.89.193.68 2019-11-13 07:02:46 CS P D99D36E7ECDE4DFD8D8D6340A3E46AF844C08201 20C28116CC0EF090675891422DC54104E998D85A 2018 2020-04-17 16:48:07Z CAROLYN SAXTON 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 34720367 false X LEGACYFDN.ORG X 1992 IN THE LEGACY FOUNDATION, INC. WILL SEEK AND ACCEPT ENDOWMENTS FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE GRANTS FOR COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. 24 24 10 43 0 2079172 6501308 586913 612831 2434690 3048521 7123 68017 5107898 10230677 1989409 2057269 0 431224 576185 0 140962 1350492 1558527 3771125 4191981 1336773 6038696 57406859 58448948 10172501 10559746 47234358 47889202 THE LEGACY FOUNDATION, INC. WILL SEEK AND ACCEPT ENDOWMENTS FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE GRANTS FOR COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. false false 2724241 2057269 612831 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. 2724241 true true false false false true false false true true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 38 0 true 10 true false false false false false true true false false false false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false IN X X CAROLYN SAXTON 2197361880 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 MARTIE RIVAS-RAMOS CHAIR 1.00 X X 0 0 0 GREGORY GORDON VICE-CHAIR 1.00 X X 0 0 0 JAMES DUNNE TREASURER 1.00 X X 0 0 0 KENNETH WILK SECRETARY 1.00 X X 0 0 0 DAVE AUSTGEN DIRECTOR 1.00 X 0 0 0 KARIMA HASAN BEY DIRECTOR 1.00 X 0 0 0 BENJAMIN BOCHNOWSKI DIRECTOR 1.00 X 0 0 0 ROBERT GARDINER DIRECTOR 1.00 X 0 0 0 DANETTE GARZA DIRECTOR 1.00 X 0 0 0 R LOUIE GONZALEZ DIRECTOR 1.00 X 0 0 0 MICHAEL GRIFFIN DIRECTOR 1.00 X 0 0 0 ROBERT JOHNSON DIRECTOR 1.00 X 0 0 0 JILL JONES DIRECTOR 1.00 X 0 0 0 STEPHEN KAVOIS DIRECTOR 1.00 X 0 0 0 THOMAS KEON DIRECTOR 1.00 X 0 0 0 RICHARD LEVERETT DIRECTOR 1.00 X 0 0 0 MICKEY LOPEZ DIRECTOR 1.00 X 0 0 0 SHAR MILLER DIRECTOR 1.00 X 0 0 0 TOM NEWMAN DIRECTOR 1.00 X 0 0 0 SHANNON NODER DIRECTOR 1.00 X 0 0 0 DANA RIFAI DIRECTOR 1.00 X 0 0 0 VERLIE SUGGS DIRECTOR 1.00 X 0 0 0 CHRISTOPER WHITE DIRECTOR 1.00 X 0 0 0 CARRIE YUKICH DIRECTOR 1.00 X 0 0 0 CAROLYN SAXTON PRESIDENT 40.00 X 129555 0 3706 129555 3706 1 false false false 6501308 207912 6501308 PROGRAM SERVICE REVENUE 612831 612831 612831 2256063 2256063 25282148 24489690 792458 792458 792458 MISCELLANEOUS REVENUE 900099 68017 68017 68017 10230677 680848 3048521 1777512 1777512 279757 279757 129555 58752 55068 15735 385424 174788 163829 46807 22621 14918 5991 1712 38585 17401 16476 4708 612831 612831 313 313 54051 54051 276758 276758 20933 20933 12806 5169 5940 1697 37649 13930 18448 5271 88595 32780 43412 12403 32664 14043 14483 4138 6612 2446 3240 926 39693 14686 19450 5557 PROGRAM EXPENSES 289217 289217 SPECIAL EVENTS 48262 17857 23648 6757 MISCELLANEOUS EXPENSE 14893 5608 7494 1791 REPAIRS AND MAINTENANCE 12250 5377 5346 1527 11000 11000 4191981 2724241 1326778 140962 996771 808689 788610 6717356 121711 115552 17340 105253 70114 11569 35139 55470858 50772212 57406859 58448948 22648 42566 180498 275036 1281912 9465626 8510168 503729 450064 10172501 10559746 X 3039834 698945 44194524 47190257 47234358 47889202 57406859 58448948 X 6038696 -6337494 953642 X false true X true false X 3627663 728269 1819483 2079172 6501308 14755895 3627663 728269 1819483 2079172 6501308 14755895 8502292 6253603 1094078 1480834 1373065 2127874 2256063 8331914 20137 38959 51336 7123 68017 185572 23273381 1274884 0.26870 0.38720 X PART II, LINE 10 MISCELLANEOUS/PROGRAM INCOME 185,572 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 119128 444184 8794917 true true false true X 50732931 986428 -2725499 1188224 104113 47701523 45251837 214809 7233666 1215468 751913 50732931 42914116 1801872 3912246 2696949 128041 551407 45251837 39494691 6204534 1087435 869258 828416 42914116 38557347 4357454 663991 2765692 761449 556960 39494691 0.08000 0.92000 false false 105253 70114 35139 35139 ANNUITIES PAYABLE 450064 450064 X 4098417 -6337494 -278574 -6616068 10714485 -483808 -483808 10230677 3443573 -276758 -276758 3720331 471650 471650 4191981 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 true ACCION CHICAGO INC 1436 W RANDOLPH ST SUITE 300 CHICAGO IL 60607 363966573 501C3 8277 FURTHER ORGS MISSION CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 351087173 501C3 16505 FURTHER ORGS MISSION CAMPAGNA ACADEMY INC 7403 CLINE AVE SCHERERVILLE IN 46375 351068483 501C3 9000 FURTHER ORGS MISSION CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC 940 BROADWAY GARY IN 46402 351122204 501C3 5028 FURTHER ORGS MISSION DERRYFIELD SCHOOL 2108 RIVER RD MANCHESTER NH 03104 136763481 GOV 10000 FURTHER ORGS MISSION DUNES LEARNING CENTER 700 HOWE RD CHESTERTON IN 46304 352031658 501C3 55884 FURTHER ORGS MISSION ERIN'S FARM NFP 5200 S LIVERPOOL RD HOBART IN 46342 822595807 501C3 12500 FURTHER ORGS MISSION FAITH IN INDIANA 212 W 10TH STREET SUITE F175 INDIANAPOLIS IN 46202 452349567 501C3 12500 FURTHER ORGS MISSION FOOD BANK OF NORTHWEST INDIANA 6490 BROADWAY MERRILLVILLE IN 46410 351528285 501C3 25000 FURTHER ORGS MISSION FOR THE LOVE OF THE ARTS 3933 GROVER AVE HAMMOND IN 46327 474750291 501C3 5500 FURTHER ORGS MISSION FRANCISCAN MINISTRIES 11500 THERESA DRIVE LEMONT IL 60439 363579767 501C3 19848 FURTHER ORGS MISSION GARY ALUMNI PATHWAY TO STUDENTS 9TH AND GERRY STREET GARY IN 46404 813742923 501C3 25000 FURTHER ORGS MISSION GARY PUBLIC LIBRARY 220 W 5TH AVE GARY IN 464021215 356001509 GOV 25000 FURTHER ORGS MISSION HAMMOND COMMUNITY CORPORATION 5925 CALUMET AVE RM G-17 HAMMOND IN 46320 463368354 501C3 56536 FURTHER ORGS MISSION HAMMOND EDUCATION FOUNDATION INC 41 WILLIAMS ST HAMMOND IN 46320 351572372 501C3 10396 FURTHER ORGS MISSION HAMMOND FAMILY YMCA 7332 SOUTHEASTERN AVE HAMMOND IN 46324 351369437 501C3 10325 FURTHER ORGS MISSION HAMMOND PUBLIC LIBRARY FOUNDATION 564 STATE ST HAMMOND IN 463201532 471982796 501C3 51130 FURTHER ORGS MISSION HESSVILLE COMMERCE AND COMMUNITY CREATIVE PO BOX 2104 HAMMOND IN 46323 473762794 501C3 17000 FURTHER ORGS MISSION HOBART COMMUNITY FOUNDATION 1001 LILLIAN ST HOBART IN 46342 351790403 501C3 11891 FURTHER ORGS MISSION HOBART FAMILY YMCA 601 W 40TH PL HOBART IN 463422223 351382817 501C3 25824 FURTHER ORGS MISSION HOBART HISTORICAL SOCIETY 706 EAST 4TH STREET PO BOX 24 HOBART IN 46342 237088107 501C3 6281 FURTHER ORGS MISSION HOSPICE OF THE CALUMET AREA INC 600 SUPERIOR AVE MUNSTER IN 46321 351519392 501C3 11908 FURTHER ORGS MISSION HUMANE INDIANA 8149 KENNEDY AVE HIGHLAND IN 46322 350895837 501C3 9655 FURTHER ORGS MISSION INDIANA WOMEN IN NEED FOUNDATION 2015 EAST 62ND ST - SUITE B INDIANAPOLIS IN 46220 912057735 501C3 10000 FURTHER ORGS MISSION IVY TECH FOUNDATION 50 WEST FALL CREEK PARKWAY INDIANAPOLIS IN 46208 237073977 501C3 5610 FURTHER ORGS MISSION LAKE AREA UNITED WAY 221 W RIDGE RD GRIFFITH IN 46319 237170019 501C3 14589 FURTHER ORGS MISSION LAKE COUNTY IN ECONOMIC ALLIANCE 440 W 84TH DR MERRILLVILLE IN 46410 351598214 501C3 15000 FURTHER ORGS MISSION LAKE COUNTY PARKS DEPARTMENT 8411 E US HIGHWAY 30 CROWN POINT IN 463078825 356000168 GOV 7000 FURTHER ORGS MISSION LAKE COURT HOUSE FOUNDATION PO BOX 556 CROWN POINT IN 463080556 351368010 501C3 5035 FURTHER ORGS MISSION LAKE DALECARLIA WOMANS CLUB 221 ISLAND DR LOWELL IN 46356 472221862 501C3 7100 FURTHER ORGS MISSION LAKESHORE PUBLIC MEDIA NWI PUBLIC BROADCASTING 8625 INDIANA PLACE MERRILLVILLE IN 46410 310960136 501C3 10369 FURTHER ORGS MISSION LOWELL PUBLIC LIBRARY 1505 E COMMERCIAL AVE LOWELL IN 46356 356007007 GOV 7136 FURTHER ORGS MISSION MARIA REINER CENTER 705 E 4TH ST HOBART IN 46342 356001058 GOV 30326 FURTHER ORGS MISSION MENTAL HEALTH AMERICA OF LAKE CO 5311 HOHMAN AVENUE HAMMOND IN 46320 351014213 501C3 10000 FURTHER ORGS MISSION NATIONAL CIVIC RIGHTS MUSEUM 2210 HAYES ST GARY IN 46404 310973383 501C3 50000 FURTHER ORGS MISSION NEIGHBORS' EDUCATIONAL OPPORTUNITIE 5201 US HIGHWAY 6 PORTAGE IN 463682854 450697456 501C3 15000 FURTHER ORGS MISSION NORTHWEST INDIANA SYMPHONY SOCIETY 1040 RIDGE RD MUNSTER IN 46321 351359750 501C3 6962 FURTHER ORGS MISSION NWI VOLUNTEER LAWYERS INC 651 E 3RD ST HOBART IN 46342 352127740 501C3 9884 FURTHER ORGS MISSION PALADIN INC 4315 EAST MICHIGAN BLVD MICHIGAN CITY IN 46360 356076798 501C3 15000 FURTHER ORGS MISSION PATHWAY TO ADVENTURE COUNCIL BOY SCOUTS OF AMERICA 1218 W ADAMS ST CHICAGO IL 60607 475066720 501C3 10000 FURTHER ORGS MISSION PURDUE UNIVERSITY-WEST LAFAYETTE 610 PURDUE MALL HOVDE HALL OF ADMI WEST LAFAYETTE IN 479072040 356002041 GOV 9000 FURTHER ORGS MISSION SAFE COALITION FOR HUMAN RIGHTS 9335 CALUMET AVE SUITE D MUNSTER IN 46321 465004070 501C3 15000 FURTHER ORGS MISSION SAINT DEMETRIOS GREEK ORTHODOX CHURCH 7021 HOMAN AVE HAMMOND IN 46324 452478731 501C3 25000 FURTHER ORGS MISSION SALVATION ARMY 8225 COLUMBIA AVE MUNSTER IN 46321 362167910 501C3 14164 FURTHER ORGS MISSION SCHOOL CITY OF HOBART EDUCATIONAL FOUNDATION 32 E 7TH ST HOBART IN 46342 352035071 501C3 9825 FURTHER ORGS MISSION SOUTH LAKE COUNTY COMMUNITY SERVICES 1450 E JOLIET ST SUITE 202 CROWN POINT IN 463074726 351452057 501C3 19510 FURTHER ORGS MISSION SOUTH SHORE DANCE ALLIANCE 201C N GRIFFITH BLVD GRIFFITH IN 463192151 262387698 501C3 5100 FURTHER ORGS MISSION ST JOSEPH'S CARMELITE HOME 4840 GRASSELLI ST EAST CHICAGO IN 46312 351117320 501C3 10279 FURTHER ORGS MISSION ST JUDE HOUSE 12490 MARSHALL ST CROWN POINT IN 46307 351905782 501C3 6545 FURTHER ORGS MISSION STUDENT CONSERVATION ASSOCIATION 224 S MICHIGAN AVE SUITE 425 CHICAGO IL 60604 910880684 501C3 25000 FURTHER ORGS MISSION THE CAVALIERS DRUM BUGLE CORPS 7122 LYNDEN PLACE ROSEMONT IL 60018 237449578 501C3 5794 FURTHER ORGS MISSION THE FIRST TEE OF HAMMOND 901 E 129TH ST HAMMOND IN 46320 204514968 501C3 17622 FURTHER ORGS MISSION THE MCMILLAN FAMILY FOUNDATION 3801 MURVIHILL RD HANGER A-1 VALPRAISO IN 46383 384008491 501C3 25000 FURTHER ORGS MISSION TOP 20 INC PO BOX 3006 EAST CHICAGO IN 46312 900755133 501C3 5600 FURTHER ORGS MISSION TOWN OF GRIFFITH- PARKS & RECREATIO 111 N BROAD ST GRIFFITH IN 46319 356001051 GOV 5523 FURTHER ORGS MISSION TRADEWINDS SERVICES INC 3198 E 83RD PLACE MERRILLVILLE IN 46410 351139485 501C3 42257 FURTHER ORGS MISSION TRINITY LUTHERAN SCHOOL 891 S LINDA ST HOBART IN 46342 356000591 501C3 10000 FURTHER ORGS MISSION WESTMINSTER PRESBYTERIAN CHURCH 8955 COLUMBIA AVE MUNSTER IN 463212903 351090391 501C3 8782 FURTHER ORGS MISSION WHITING ENTERTAINMENT CENTER PO BOX 592 WHITING IN 46394 811514126 509A3 25000 FURTHER ORGS MISSION 59 SCHOLARSHIP 154 279757 SCHEDULE I, PAGE 4, PART IV PROGRAM STAFF IS RESPONSIBLE FOR MONITORING PERIODIC GRANTEE REPORTS, REPORTING TO THE GRANTS COMMITTEE ON GRANTEE'S COMPLIANCE, AND PURSUING TARDY, INCOMPLETE OR MISSING REPORTS. X 3 207912 false true false FORM 990, PAGE 6, PART VI, LINE 11B PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE MONITORED ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. EACH BOARD MEMBER SHALL DISCLOSE IN WRITING ANY INTEREST HELD BY SELF OR IMMEDIATE FAMILY, INCLUDING WITH A CHARITABLE OR COMMUNITY ORGANIZATION, BUSINESS ENTERPRISE OR CONSULTING WORK OR AFFILIATION WITH ORGANIZATIONS THAT MAY CREATE AN INTEREST OR BIAS WITH RESPECT TO THE FOUNDATION'S ACTION. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS, DONORS AND STAKEHOLDERS. GUIDESTAR IS UPDATED WITH THE FOUNDATION'S CURRENT GOVERNING DOCUMENTS, CURRENT AND PAST ANNUAL REPORTS, FORM 990, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON REQUEST OR BY VISITING THE FOUNDATION WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT-INTEREST AGREEEMENT -1,811 INVESTMENT FEES -276,763 CUSTODIAL FUND REVENUES 483,808 INVESTMENT FEES 276,758 CUSTODIAL FUND EXPENSES 471,650 TOTAL 953,642