2018-10-25T06:56:01-05:00 2017-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2017-01-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 370 E 84TH DR STE 100 MERRILLVILLE IN 464106643 CAROLYN SAXTON PRESIDENT 2197361880 2018-10-15 true PATRICK W BURKEY P00444925 7652847554 2018-10-15 70.89.193.68 2018-10-15 16:38:50 P F15C29664C85EFE791577C97B74553D445B5339A F15C29664C85EFE791577C97B74553D445B5339A 2017 2018-06-14 16:35:46Z X CAROLYN SAXTON 370 E 84TH DR STE 100 MERRILLVILLE IN 46410 8090960 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. 23 23 7 43 0 1819483 2079172 586913 1850813 2434690 51336 7123 3721632 5107898 2426784 1989409 0 421013 431224 0 229317 624311 1350492 3472108 3771125 249524 1336773 50847039 57406859 9429375 10172501 41417664 47234358 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 2464905 1989409 586913 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. 2464905 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 24 0 true 7 true false false false false false true true false false false false false false false X 23 23 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 ROBERT JOHNSON CHAIR 1.00 X X 0 0 0 MARTIE RIVAS-RAMOS VICE-CHAIR 1.00 X X 0 0 0 SHAR MILLER SECRETARY 1.00 X X 0 0 0 MATTHEW DOYLE TREASURER 1.00 X X 0 0 0 DAVE AUSTGEN DIRECTOR 1.00 X 0 0 0 BENJAMIN BOCHNOWSKI DIRECTOR 1.00 X 0 0 0 SHELBIE BYERS DIRECTOR 1.00 X 0 0 0 NANCY CLIFFORD DIRECTOR 1.00 X 0 0 0 ALEXIS VAZQUEZ DEDELOW DIRECTOR 1.00 X 0 0 0 JAMES DUNNE DIRECTOR 1.00 X 0 0 0 ROBERT GARDINER DIRECTOR 1.00 X 0 0 0 MATTHEW GLAROS DIRECTOR 1.00 X 0 0 0 R LOUIE GONZALEZ DIRECTOR 1.00 X 0 0 0 GREGORY GORDON DIRECTOR 1.00 X 0 0 0 JILL JONES DIRECTOR 1.00 X 0 0 0 RICHARD LEVERETT 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 DAVE RYAN DIRECTOR 1.00 X 0 0 0 SANDRA SNEARLY-VOSBERG DIRECTOR 1.00 X 0 0 0 MICHAEL SUGGS DIRECTOR 1.00 X 0 0 0 CHRISTOPER WHITE DIRECTOR 1.00 X 0 0 0 KENNETH WILK DIRECTOR 1.00 X 0 0 0 CAROLYN SAXTON PRESIDENT 40.00 X 123926 0 3706 123926 3706 1 false false false 2079172 1014793 2079172 PROGRAM SERVICE REVENUE 586913 586913 586913 2127874 2127874 3289878 2983062 306816 306816 306816 MISCELLANEOUS REVENUE 900099 7123 7123 7123 5107898 594036 2434690 1759637 1759637 229772 229772 123926 24785 37178 61963 266450 122023 80443 63984 10616 3992 3199 3425 30232 11369 9109 9754 586916 586916 3048 3048 39168 39168 253214 253214 12406 12406 9088 3418 2738 2932 70765 26612 21322 22831 19313 7263 5819 6231 2603 979 784 840 32617 12266 9828 10523 PROGRAM EXPENSES 232663 232663 REPAIRS AND MAINTENANCE 40541 15246 12215 13080 SPECIAL EVENTS 23371 8789 7042 7540 MISCELLANEOUS EXPENSE 16197 6091 4880 5226 8582 8582 3771125 2464905 1076903 229317 290784 996771 1277486 788610 126711 121711 11303 17340 76475 64906 5146 11569 49135609 55470858 50847039 57406859 7293 22648 257859 180498 8602828 9465626 561395 503729 9429375 10172501 X 955418 3039834 40462246 44194524 41417664 47234358 50847039 57406859 X 1336773 5340530 -860609 X false true X true false X 2481039 3627663 728269 1819483 2079172 10735626 2481039 3627663 728269 1819483 2079172 10735626 3769248 6966378 1061724 1094078 1480834 1373065 2127874 7137575 1603 20137 38959 51336 7123 119158 17992359 594036 0.38720 0.41790 X PART II, LINE 10 MISCELLANEOUS/PROGRAM INCOME 119,158 38 1161879 356593 9947060 true true false true X 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 33714222 2171881 5014615 1805193 538178 38557347 0.04000 0.96000 false false 76475 64906 11569 11569 ANNUITIES PAYABLE 503729 503729 X 9045794 5340530 2189 5342719 3703075 1404823 1404823 5107898 3229100 3229100 542025 542025 3771125 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 true CALUMET ARTIST RESIDENCY INC 269 N HANCOCK ST GARY IN 46403 472864373 501C3 21056 FURTHER ORGS MISSION CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 351087173 501C3 10624 FURTHER ORGS MISSION CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC 940 BROADWAY GARY IN 46402 351122204 501C3 18435 FURTHER ORGS MISSION CEDAR LAKE HISTORICAL SOCIETY PO BOX 421 CEDAR LAKE IN 46303 310919446 501C3 6000 FURTHER ORGS MISSION DECAY DEVILS 1060 N VANDERBURG ST GARY IN 46403 474372575 10000 FURTHER ORGS MISSION DUNES DOG TRAINING CLUB INC 110 N MAIND ST PO BOX 380 HEBRON IN 46341 356043232 501C3 5500 FURTHER ORGS MISSION DUNES LEARNING CENTER 700 HOWE RD CHESTERTON IN 46304 352031658 501C3 21019 FURTHER ORGS MISSION FAIR HAVEN CENTER FOR WOMEN INC 2645 RIDGE RD HIGHLAND IN 46322 203710770 501C3 20000 FURTHER ORGS MISSION FIELD MUSEUM OF NATURAL HISTORY 1400 S LAKE SHORE DR CHICAGO IL 60605 362167011 501C3 23000 FURTHER ORGS MISSION FIRST UNITED LUTHERAN CHURCH 6705 HOHMAN AVE HAMMOND IN 46324 27127 FURTHER ORGS MISSION FRANCISCAN COMMUNITIES ST ANTHONY CAMPUS 203 W FRANCISCAN DR CROWN POINT IN 46307 351330472 19268 FURTHER ORGS MISSION FRANCISCAN ST ANTHONY HEALTH CROWN POINT 1201 S MAIN ST CROWN POINT IN 46307 351330472 501C3 13455 FURTHER ORGS MISSION FRESH COAST COMMUNITIES 318 W ADAMS ST - 16TH FLOOR CHICAGO IL 60606 811539512 501C3 20000 FURTHER ORGS MISSION GARY PUBLIC TRANSPORTATION CORP 100 W 4TH AVE GARY IN 46402 351340318 GOV 25000 FURTHER ORGS MISSION GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA 20 S CLARK ST - SUITE 20 CHICAGO IL 60603 363871241 501C3 6600 FURTHER ORGS MISSION HABITAT OF HUMANITY OF NW INDIANA 3777 COLFAX ST GARY IN 46408 561525939 501C3 10750 FURTHER ORGS MISSION HAMMOND COMMUNITY CORPORATION 5925 CALUMET AVE RM G-17 HAMMOND IN 46320 463368354 501C3 55444 FURTHER ORGS MISSION HAMMOND EDUCATION FOUNDATION INC 41 WILLIAMS ST HAMMOND IN 46320 351572372 501C3 15400 FURTHER ORGS MISSION HOBART COMMUNITY FOUNDATION 1001 LILLIAN ST HOBART IN 46342 351790403 501C3 11293 FURTHER ORGS MISSION HONOR FLIGHT CHICAGO 938 W MONTANA ST - SUITE 103 CHICAGO IL 60614 261978570 501C3 17500 FURTHER ORGS MISSION HOOSIER ENVIRONMENTAL COUNCIL 541 S LAKE ST GARY IN 46403 351576694 501C3 23375 FURTHER ORGS MISSION HOSPICE OF THE CALUMET AREA INC 600 SUPERIOR AVE MUNSTER IN 46321 351519392 501C3 16618 FURTHER ORGS MISSION HUMANE INDIANA 8149 KENNEDY AVE HIGHLAND IN 46322 350895837 501C3 21542 FURTHER ORGS MISSION INDIANA WOMEN IN NEED FOUNDATION 2015 EAST 62ND ST - SUITE B INDIANAPOLIS IN 46220 912057735 501C3 10000 FURTHER ORGS MISSION INDIANAPOLIS CONGREGATION ACTION NETWORK INC 337 N WARMAN AVE INDIANAPOLIS IN 46222 452349567 501C3 25000 FURTHER ORGS MISSION LAKE AREA UNITED WAY 221 W RIDGE RD GRIFFITH IN 46319 237170019 501C3 11671 FURTHER ORGS MISSION LAKE CENTRAL EDUCATION FOUNDATION 8260 WICKER AVE SAINT JOHN IN 46373 351994955 40038 FURTHER ORGS MISSION LOWELL PUBLIC LIBRARY 1505 E COMMERCIAL AVE LOWELL IN 46356 356007007 GOV 16957 FURTHER ORGS MISSION MAIA REINER CENTER 705 E 4TH ST HOBART IN 46342 356001058 31974 FURTHER ORGS MISSION MEALS ON WHEELS OF NW INDIANA 8446 VIRGINIA ST MERRILVILLE IN 46410 311168281 501C3 44617 FURTHER ORGS MISSION MENTAL HEALTH AMERICA OF LAKE CO 5311 HOHMAN AVENUE HAMMOND IN 46320 351014213 501C3 20000 FURTHER ORGS MISSION NELSON ALGREN MUSEUM - MILLER BEACH 1130 N VIGO ST GARY IN 46403 814327427 20000 FURTHER ORGS MISSION NORTHWEST INDIANA FORUM FOUNDATION 6100 SOUTHPORT RD PORTAGE IN 46368 351532360 501C3 11100 FURTHER ORGS MISSION NORTHWEST INDIANA PUBLIC BROADCAST 8625 INDIANA PLACE MERRILVILLE IN 46410 310960136 501C3 11655 FURTHER ORGS MISSION NORTHWEST INDIANA SYMPHONY SOCIETY 1040 RIDGE RD MUNSTER IN 46321 351359750 501C3 7023 FURTHER ORGS MISSION NWI VOLUNTEER LAWYERS INC 651 E 3RD ST HOBART IN 46342 352127740 501C3 9503 FURTHER ORGS MISSION PATHWAY TO ADVENTURE COUNCIL BOY SCOUTS OF AMERICA 1218 W ADAMS ST CHICAGO IL 60607 475066720 20951 FURTHER ORGS MISSION PORTER STARKE SERVICES INC 601 WALL ST VALPARAISO IN 46383 351330771 501C3 6464 FURTHER ORGS MISSION RAUE CENTER FOR THE ARTS 108 MINNIE ST CRYSTAL LAKE IL 60014 364147140 501C3 10000 FURTHER ORGS MISSION SALVATION ARMY 8225 COLUMBIA AVE MUNSTER IN 46321 362167910 501C3 5538 FURTHER ORGS MISSION SCHOOL CITY OF HOBART EDUCATIONAL FOUNDATION 32 E 7TH ST HOBART IN 46342 352035071 16458 FURTHER ORGS MISSION SERVANTS AT WORK INC 8811 ROBBINS PLACE INDIANAPOLIS IN 46268 453825509 501C3 7000 FURTHER ORGS MISSION SHIRLEY HEINZE LAND TR INC 109 W 700 N VALPARAISO IN 46385 352153969 501C3 9098 FURTHER ORGS MISSION SOJOURNER TRUTH HOUSE 410 W 13TH AVE GARY IN 46407 270296707 501C3 18996 FURTHER ORGS MISSION SOUTH SHORE ARTS INC 1040 RIDGE RD MUNSTER IN 46321 237049722 501C3 177236 FURTHER ORGS MISSION THE CAVALIERS DRUM BUGLE CORPS 7122 LYNDEN PLACE ROSEMONT IL 60018 237449578 5388 FURTHER ORGS MISSION THE FIRST TEE OF HAMMOND 901 E 129TH ST HAMMOND IN 46320 204514968 501C3 7568 TRADEWINDS SERVICES INC 3198 E 83RD PLACE MERRILLVILLE IN 46410 351139485 501C3 49429 FURTHER ORGS MISSION TREASURER OF THE STATE OF INDIANA 4020 WEST WASHINGTON ST W-361 MS-01 INDIANAPOLIS IN 46202 356000158 501C3 120294 FURTHER ORGS MISSION TRINITY LUTHERAN SCHOOL 891 S LINDA ST HOBART IN 46342 356000591 10000 FURTHER ORGS MISSION URBAN LEAGUE OF NORTHWEST INDIANA 3101 BROADWAY GARY IN 46409 351178594 501C3 7000 FURTHER ORGS MISSION 41 10 SCHOLARSHIP 157 229772 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 6 1014793 AVG HIGH/LOW DATE OF GIFT false true false FORM 990, PAGE 6, PART VI, LINE 11B PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE MONITORED ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. EACH BOARD MEMBER SHALL DISCLOSE IN WRITING ANY INTEREST HELD BY SELF OR IMMEDIATE FAMILY, INCLUDING WITH A CHARITABLE OR COMMUNITY ORGANIZATION, BUSINESS ENTERPRISE OR CONSULTING WORK OR AFFILIATION WITH ORGANIZATIONS THAT MAY CREATE AN INTEREST OR BIAS WITH RESPECT TO THE FOUNDATION'S ACTION. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS, DONORS AND STAKEHOLDERS. GUIDESTAR IS UPDATED WITH THE FOUNDATION'S CURRENT GOVERNING DOCUMENTS, CURRENT AND PAST ANNUAL REPORTS, FORM 990, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON REQUEST OR BY VISITING THE FOUNDATION WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT-INTEREST AGREEEMENT 2,189 CUSTODIAL FUND REVENUES -1,404,823 CUSTODIAL FUND EXPENSES 542,025 TOTAL -860,609