LEGACY FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: LEGACY FOUNDATION INC (EIN 35-1872803)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-10-25
IRS object ID: 201822989349300602
Schema version: 2017v2.3
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	2018-10-25T06:56:01-05:00	ReturnTs
Tax Period End	2017-12-31	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	2017-01-01	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	2018-10-15	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	2018-10-15	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	2018-10-15	IPDt
IP Tm	16:38:50	IPTm
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	F15C29664C85EFE791577C97B74553D445B5339A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	F15C29664C85EFE791577C97B74553D445B5339A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
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	$8,090,960	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	23	VotingMembersGoverningBodyCnt
Voting Members Independent	23	VotingMembersIndependentCnt
Total Employee	7	TotalEmployeeCnt
Total Volunteers	43	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$1,819,483	PYContributionsGrantsAmt
CY Contributions Grants	$2,079,172	CYContributionsGrantsAmt
CY Program Service Revenue	$586,913	CYProgramServiceRevenueAmt
PY Investment Income	$1,850,813	PYInvestmentIncomeAmt
CY Investment Income	$2,434,690	CYInvestmentIncomeAmt
PY Other Revenue	$51,336	PYOtherRevenueAmt
CY Other Revenue	$7,123	CYOtherRevenueAmt
PY Total Revenue	$3,721,632	PYTotalRevenueAmt
CY Total Revenue	$5,107,898	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,426,784	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,989,409	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$421,013	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$431,224	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$229,317	CYTotalFundraisingExpenseAmt
PY Other Expenses	$624,311	PYOtherExpensesAmt
CY Other Expenses	$1,350,492	CYOtherExpensesAmt
PY Total Expenses	$3,472,108	PYTotalExpensesAmt
CY Total Expenses	$3,771,125	CYTotalExpensesAmt
PY Revenues Less Expenses	$249,524	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,336,773	CYRevenuesLessExpensesAmt
Total Assets BOY	$50,847,039	TotalAssetsBOYAmt
Total Assets EOY	$57,406,859	TotalAssetsEOYAmt
Total Liabilities BOY	$9,429,375	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,172,501	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$41,417,664	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$47,234,358	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	$2,464,905	ExpenseAmt
Grant	$1,989,409	GrantAmt
Revenue	$586,913	RevenueAmt
Desc	LEGACY FOUNDATION PROVIDED TOTAL GRANTS AND SCHOLARSHIPS IN 2017 OF 1,989,409. 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	$2,464,905	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	24	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	7	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	23	GoverningBodyVotingMembersCnt
Independent Voting Member	23	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 (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ROBERT JOHNSON
CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARTIE RIVAS-RAMOS
VICE-CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
SHAR MILLER
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
MATTHEW DOYLE
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
DAVE AUSTGEN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
BENJAMIN BOCHNOWSKI
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SHELBIE BYERS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
NANCY CLIFFORD
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ALEXIS VAZQUEZ DEDELOW
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JAMES DUNNE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ROBERT GARDINER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MATTHEW GLAROS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
R LOUIE GONZALEZ
DIRECTOR	1.00	Yes (X)		$0	$0	$0
GREGORY GORDON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JILL JONES
DIRECTOR	1.00	Yes (X)		$0	$0	$0
RICHARD LEVERETT
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
DAVE RYAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SANDRA SNEARLY-VOSBERG
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MICHAEL SUGGS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CHRISTOPER WHITE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KENNETH WILK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CAROLYN SAXTON
PRESIDENT	40.00		Yes (X)	$123,926	$0	$3,706

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$123,926	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	$2,079,172	AllOtherContributionsAmt
Noncash Contributions	$1,014,793	NoncashContributionsAmt
Total Contributions	$2,079,172	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PROGRAM SERVICE REVENUE	Desc
Total Revenue Column	$586,913	TotalRevenueColumnAmt
Related Or Exempt Func Income	$586,913	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$586,913	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,127,874	TotalRevenueColumnAmt
Exclusion	$2,127,874	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,289,878	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,983,062	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$306,816	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$306,816	TotalRevenueColumnAmt
Exclusion	$306,816	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$7,123	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,123	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$7,123	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,107,898	TotalRevenueColumnAmt
Related Or Exempt Func Income	$594,036	RelatedOrExemptFuncIncomeAmt
Exclusion	$2,434,690	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,759,637	TotalAmt
Program Services	$1,759,637	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$229,772	TotalAmt
Program Services	$229,772	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$123,926	TotalAmt
Program Services	$24,785	ProgramServicesAmt
Management And General	$37,178	ManagementAndGeneralAmt
Fundraising	$61,963	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$266,450	TotalAmt
Program Services	$122,023	ProgramServicesAmt
Management And General	$80,443	ManagementAndGeneralAmt
Fundraising	$63,984	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,616	TotalAmt
Program Services	$3,992	ProgramServicesAmt
Management And General	$3,199	ManagementAndGeneralAmt
Fundraising	$3,425	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$30,232	TotalAmt
Program Services	$11,369	ProgramServicesAmt
Management And General	$9,109	ManagementAndGeneralAmt
Fundraising	$9,754	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$586,916	TotalAmt
Management And General	$586,916	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,048	TotalAmt
Management And General	$3,048	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$39,168	TotalAmt
Management And General	$39,168	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$253,214	TotalAmt
Management And General	$253,214	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$12,406	TotalAmt
Fundraising	$12,406	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,088	TotalAmt
Program Services	$3,418	ProgramServicesAmt
Management And General	$2,738	ManagementAndGeneralAmt
Fundraising	$2,932	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$70,765	TotalAmt
Program Services	$26,612	ProgramServicesAmt
Management And General	$21,322	ManagementAndGeneralAmt
Fundraising	$22,831	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$19,313	TotalAmt
Program Services	$7,263	ProgramServicesAmt
Management And General	$5,819	ManagementAndGeneralAmt
Fundraising	$6,231	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,603	TotalAmt
Program Services	$979	ProgramServicesAmt
Management And General	$784	ManagementAndGeneralAmt
Fundraising	$840	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$32,617	TotalAmt
Program Services	$12,266	ProgramServicesAmt
Management And General	$9,828	ManagementAndGeneralAmt
Fundraising	$10,523	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROGRAM EXPENSES	$232,663	$232,663
REPAIRS AND MAINTENANCE	$40,541	$15,246	$12,215	$13,080
SPECIAL EVENTS	$23,371	$8,789	$7,042	$7,540
MISCELLANEOUS EXPENSE	$16,197	$6,091	$4,880	$5,226

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,582	TotalAmt
Fundraising	$8,582	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,771,125	TotalAmt
Program Services	$2,464,905	ProgramServicesAmt
Management And General	$1,076,903	ManagementAndGeneralAmt
Fundraising	$229,317	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$290,784	BOYAmt
EOY	$996,771	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,277,486	BOYAmt
EOY	$788,610	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$126,711	BOYAmt
EOY	$121,711	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$11,303	BOYAmt
EOY	$17,340	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$76,475	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$64,906	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,146	BOYAmt
EOY	$11,569	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$49,135,609	BOYAmt
EOY	$55,470,858	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$50,847,039	BOYAmt
EOY	$57,406,859	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,293	BOYAmt
EOY	$22,648	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$257,859	BOYAmt
EOY	$180,498	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$8,602,828	BOYAmt
EOY	$9,465,626	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$561,395	BOYAmt
EOY	$503,729	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,429,375	BOYAmt
EOY	$10,172,501	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$955,418	BOYAmt
EOY	$3,039,834	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$40,462,246	BOYAmt
EOY	$44,194,524	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$41,417,664	BOYAmt
EOY	$47,234,358	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$50,847,039	BOYAmt
EOY	$57,406,859	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,336,773	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$5,340,530	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$860,609	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	$2,481,039	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,627,663	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$728,269	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,819,483	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,079,172	CurrentTaxYearAmt
Total	$10,735,626	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,481,039	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,627,663	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$728,269	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,819,483	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,079,172	CurrentTaxYearAmt
Total	$10,735,626	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$3,769,248	SubstantialContributorsTotAmt
Public Support Total170	$6,966,378	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,061,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,094,078	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,480,834	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,373,065	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,127,874	CurrentTaxYearAmt
Total	$7,137,575	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,603	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$20,137	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,959	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$51,336	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,123	CurrentTaxYearAmt
Total	$119,158	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$17,992,359	TotalSupportAmt
Gross Receipts Rltd Activities	$594,036	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.38720	PublicSupportCY170Pct
Public Support PY170	0.41790	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, LINE 10	FormAndLineReferenceDesc
Explanation	MISCELLANEOUS/PROGRAM INCOME 119,158	ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	38	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$1,161,879	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$356,593	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$9,947,060	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$33,714,222	BeginningYearBalanceAmt
Contributions	$2,171,881	ContributionsAmt
Investment Earnings Or Losses	$5,014,615	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,805,193	GrantsOrScholarshipsAmt
Administrative Expenses	$538,178	AdministrativeExpensesAmt
End Year Balance	$38,557,347	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.04000	BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY	0.96000	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	$76,475	OtherCostOrOtherBasisAmt
Depreciation	$64,906	DepreciationAmt
Book Value	$11,569	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$11,569	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITIES PAYABLE	Desc
Amt	$503,729	Amt

Field	Value	IRS element (for citing)
Total Liability	$503,729	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$9,045,794	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$5,340,530	NetUnrealizedGainsInvstAmt
Other Revenue	$2,189	OtherRevenueAmt
Revenue Not Reported	$5,342,719	RevenueNotReportedAmt
Revenue Subtotal	$3,703,075	RevenueSubtotalAmt
Other Revenues Not Included	$1,404,823	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,404,823	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,107,898	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,229,100	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$3,229,100	ExpensesSubtotalAmt
Other Expenses Not Included	$542,025	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$542,025	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,771,125	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 2014, 2015, AND 2016 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 2,189
SCHEDULE D, PAGE 4, PART XI, LINE 4B	CUSTODIAL FUND REVENUES 1,404,823
SCHEDULE D, PAGE 4, PART XII, LINE 4B	CUSTODIAL FUND EXPENSES 542,025

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (51 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
CALUMET ARTIST RESIDENCY INC
269 N HANCOCK ST	GARY	IN	46403	472864373	501C3	$21,056	FURTHER ORGS MISSION
CALUMET COLLEGE OF ST JOSEPH
2400 NEW YORK AVE	WHITING	IN	46394	351087173	501C3	$10,624	FURTHER ORGS MISSION
CATHOLIC CHARITIES OF THE DIOCESE
940 BROADWAY	GARY	IN	46402	351122204	501C3	$18,435	FURTHER ORGS MISSION	OF GARY INC
CEDAR LAKE HISTORICAL SOCIETY
PO BOX 421	CEDAR LAKE	IN	46303	310919446	501C3	$6,000	FURTHER ORGS MISSION
DECAY DEVILS
1060 N VANDERBURG ST	GARY	IN	46403	474372575		$10,000	FURTHER ORGS MISSION
DUNES DOG TRAINING CLUB INC
110 N MAIND ST PO BOX 380	HEBRON	IN	46341	356043232	501C3	$5,500	FURTHER ORGS MISSION
DUNES LEARNING CENTER
700 HOWE RD	CHESTERTON	IN	46304	352031658	501C3	$21,019	FURTHER ORGS MISSION
FAIR HAVEN CENTER FOR WOMEN INC
2645 RIDGE RD	HIGHLAND	IN	46322	203710770	501C3	$20,000	FURTHER ORGS MISSION
FIELD MUSEUM OF NATURAL HISTORY
1400 S LAKE SHORE DR	CHICAGO	IL	60605	362167011	501C3	$23,000	FURTHER ORGS MISSION
FIRST UNITED LUTHERAN CHURCH
6705 HOHMAN AVE	HAMMOND	IN	46324			$27,127	FURTHER ORGS MISSION
FRANCISCAN COMMUNITIES ST ANTHONY
203 W FRANCISCAN DR	CROWN POINT	IN	46307	351330472		$19,268	FURTHER ORGS MISSION	CAMPUS
FRANCISCAN ST ANTHONY HEALTH
1201 S MAIN ST	CROWN POINT	IN	46307	351330472	501C3	$13,455	FURTHER ORGS MISSION	CROWN POINT
FRESH COAST COMMUNITIES
318 W ADAMS ST - 16TH FLOOR	CHICAGO	IL	60606	811539512	501C3	$20,000	FURTHER ORGS MISSION
GARY PUBLIC TRANSPORTATION CORP
100 W 4TH AVE	GARY	IN	46402	351340318	GOV	$25,000	FURTHER ORGS MISSION
GIRL SCOUTS OF GREATER CHICAGO
20 S CLARK ST - SUITE 20	CHICAGO	IL	60603	363871241	501C3	$6,600	FURTHER ORGS MISSION	AND NORTHWEST INDIANA
HABITAT OF HUMANITY OF NW INDIANA
3777 COLFAX ST	GARY	IN	46408	561525939	501C3	$10,750	FURTHER ORGS MISSION
HAMMOND COMMUNITY CORPORATION
5925 CALUMET AVE RM G-17	HAMMOND	IN	46320	463368354	501C3	$55,444	FURTHER ORGS MISSION
HAMMOND EDUCATION FOUNDATION INC
41 WILLIAMS ST	HAMMOND	IN	46320	351572372	501C3	$15,400	FURTHER ORGS MISSION
HOBART COMMUNITY FOUNDATION
1001 LILLIAN ST	HOBART	IN	46342	351790403	501C3	$11,293	FURTHER ORGS MISSION
HONOR FLIGHT CHICAGO
938 W MONTANA ST - SUITE 103	CHICAGO	IL	60614	261978570	501C3	$17,500	FURTHER ORGS MISSION
HOOSIER ENVIRONMENTAL COUNCIL
541 S LAKE ST	GARY	IN	46403	351576694	501C3	$23,375	FURTHER ORGS MISSION
HOSPICE OF THE CALUMET AREA INC
600 SUPERIOR AVE	MUNSTER	IN	46321	351519392	501C3	$16,618	FURTHER ORGS MISSION
HUMANE INDIANA
8149 KENNEDY AVE	HIGHLAND	IN	46322	350895837	501C3	$21,542	FURTHER ORGS MISSION
INDIANA WOMEN IN NEED FOUNDATION
2015 EAST 62ND ST - SUITE B	INDIANAPOLIS	IN	46220	912057735	501C3	$10,000	FURTHER ORGS MISSION
INDIANAPOLIS CONGREGATION ACTION
337 N WARMAN AVE	INDIANAPOLIS	IN	46222	452349567	501C3	$25,000	FURTHER ORGS MISSION	NETWORK INC
LAKE AREA UNITED WAY
221 W RIDGE RD	GRIFFITH	IN	46319	237170019	501C3	$11,671	FURTHER ORGS MISSION
LAKE CENTRAL EDUCATION FOUNDATION
8260 WICKER AVE	SAINT JOHN	IN	46373	351994955		$40,038	FURTHER ORGS MISSION
LOWELL PUBLIC LIBRARY
1505 E COMMERCIAL AVE	LOWELL	IN	46356	356007007	GOV	$16,957	FURTHER ORGS MISSION
MAIA REINER CENTER
705 E 4TH ST	HOBART	IN	46342	356001058		$31,974	FURTHER ORGS MISSION
MEALS ON WHEELS OF NW INDIANA
8446 VIRGINIA ST	MERRILVILLE	IN	46410	311168281	501C3	$44,617	FURTHER ORGS MISSION
MENTAL HEALTH AMERICA OF LAKE CO
5311 HOHMAN AVENUE	HAMMOND	IN	46320	351014213	501C3	$20,000	FURTHER ORGS MISSION
NELSON ALGREN MUSEUM - MILLER BEACH
1130 N VIGO ST	GARY	IN	46403	814327427		$20,000	FURTHER ORGS MISSION
NORTHWEST INDIANA FORUM FOUNDATION
6100 SOUTHPORT RD	PORTAGE	IN	46368	351532360	501C3	$11,100	FURTHER ORGS MISSION
NORTHWEST INDIANA PUBLIC BROADCAST
8625 INDIANA PLACE	MERRILVILLE	IN	46410	310960136	501C3	$11,655	FURTHER ORGS MISSION
NORTHWEST INDIANA SYMPHONY SOCIETY
1040 RIDGE RD	MUNSTER	IN	46321	351359750	501C3	$7,023	FURTHER ORGS MISSION
NWI VOLUNTEER LAWYERS INC
651 E 3RD ST	HOBART	IN	46342	352127740	501C3	$9,503	FURTHER ORGS MISSION
PATHWAY TO ADVENTURE COUNCIL
1218 W ADAMS ST	CHICAGO	IL	60607	475066720		$20,951	FURTHER ORGS MISSION	BOY SCOUTS OF AMERICA
PORTER STARKE SERVICES INC
601 WALL ST	VALPARAISO	IN	46383	351330771	501C3	$6,464	FURTHER ORGS MISSION
RAUE CENTER FOR THE ARTS
108 MINNIE ST	CRYSTAL LAKE	IL	60014	364147140	501C3	$10,000	FURTHER ORGS MISSION
SALVATION ARMY
8225 COLUMBIA AVE	MUNSTER	IN	46321	362167910	501C3	$5,538	FURTHER ORGS MISSION
SCHOOL CITY OF HOBART EDUCATIONAL
32 E 7TH ST	HOBART	IN	46342	352035071		$16,458	FURTHER ORGS MISSION	FOUNDATION
SERVANTS AT WORK INC
8811 ROBBINS PLACE	INDIANAPOLIS	IN	46268	453825509	501C3	$7,000	FURTHER ORGS MISSION
SHIRLEY HEINZE LAND TR INC
109 W 700 N	VALPARAISO	IN	46385	352153969	501C3	$9,098	FURTHER ORGS MISSION
SOJOURNER TRUTH HOUSE
410 W 13TH AVE	GARY	IN	46407	270296707	501C3	$18,996	FURTHER ORGS MISSION
SOUTH SHORE ARTS INC
1040 RIDGE RD	MUNSTER	IN	46321	237049722	501C3	$177,236	FURTHER ORGS MISSION
THE CAVALIERS DRUM BUGLE CORPS
7122 LYNDEN PLACE	ROSEMONT	IL	60018	237449578		$5,388	FURTHER ORGS MISSION
THE FIRST TEE OF HAMMOND
901 E 129TH ST	HAMMOND	IN	46320	204514968	501C3	$7,568
TRADEWINDS SERVICES INC
3198 E 83RD PLACE	MERRILLVILLE	IN	46410	351139485	501C3	$49,429	FURTHER ORGS MISSION
TREASURER OF THE STATE OF INDIANA
4020 WEST WASHINGTON ST W-361 MS-01	INDIANAPOLIS	IN	46202	356000158	501C3	$120,294	FURTHER ORGS MISSION
TRINITY LUTHERAN SCHOOL
891 S LINDA ST	HOBART	IN	46342	356000591		$10,000	FURTHER ORGS MISSION
URBAN LEAGUE OF NORTHWEST INDIANA
3101 BROADWAY	GARY	IN	46409	351178594	501C3	$7,000	FURTHER ORGS MISSION

Field	Value	IRS element (for citing)
Total501c3 Org	41	Total501c3OrgCnt
Total Other Org	10	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIP	GrantTypeTxt
Recipient	157	RecipientCnt
Cash Grant	$229,772	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	6	ContributionCnt
Noncash Contributions Rpt F990	$1,014,793	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVG HIGH/LOW DATE OF GIFT	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11B	PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING.
FORM 990, PAGE 6, PART VI, LINE 12C	CONFLICT OF INTEREST STATEMENTS ARE MONITORED ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. EACH BOARD MEMBER SHALL DISCLOSE IN WRITING ANY INTEREST HELD BY SELF OR IMMEDIATE FAMILY, INCLUDING WITH A CHARITABLE OR COMMUNITY ORGANIZATION, BUSINESS ENTERPRISE OR CONSULTING WORK OR AFFILIATION WITH ORGANIZATIONS THAT MAY CREATE AN INTEREST OR BIAS WITH RESPECT TO THE FOUNDATION'S ACTION.
FORM 990, PAGE 6, PART VI, LINE 15A	COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 15B	COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 19	THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS, DONORS AND STAKEHOLDERS. GUIDESTAR IS UPDATED WITH THE FOUNDATION'S CURRENT GOVERNING DOCUMENTS, CURRENT AND PAST ANNUAL REPORTS, FORM 990, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON REQUEST OR BY VISITING THE FOUNDATION WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9	CHANGE IN VALUE OF SPLIT-INTEREST AGREEEMENT 2,189 CUSTODIAL FUND REVENUES -1,404,823 CUSTODIAL FUND EXPENSES 542,025 TOTAL -860,609