LEGACY FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY FOUNDATION INC (EIN 35-1872803)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-10
- IRS object ID
- 201701919349300620
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-10T10:41:52-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue & Co LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 West Second Street | AddressLine1Txt |
| City | Seymour | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 1000 E 80th Place No 402 N | AddressLine1Txt |
| City | Merrillville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN SAXTON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2197361880 | PhoneNum |
| Signature | 2017-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kandy L Wischmeier CPA | PreparerPersonNm |
| PTIN | P00118327 | PTIN |
| Phone | 8125228416 | PhoneNum |
| Preparation | 2017-06-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.109.186.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-19 | IPDt |
| IP Tm | 12:41:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C7B47936940A20FE0123DA9B400AB0E4818A817 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | 1000 E 80th Place No 402 N | AddressLine1Txt |
| City | Merrillville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,021,023 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEGACYFOUNDATIONLAKECO.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 | 8 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $728,269 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,819,483 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,441,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,850,813 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,959 | PYOtherRevenueAmt |
| CY Other Revenue | $51,336 | CYOtherRevenueAmt |
| PY Total Revenue | $2,208,323 | PYTotalRevenueAmt |
| CY Total Revenue | $3,721,632 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,087,435 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,426,784 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $215,614 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $421,013 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $234,744 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $382,011 | PYOtherExpensesAmt |
| CY Other Expenses | $624,311 | CYOtherExpensesAmt |
| PY Total Expenses | $1,685,060 | PYTotalExpensesAmt |
| CY Total Expenses | $3,472,108 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $523,263 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $249,524 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,525,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,847,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,457,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,429,375 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,068,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,417,664 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,800,962 | ExpenseAmt |
| Grant | $2,426,784 | GrantAmt |
| Revenue | $51,336 | RevenueAmt |
| Desc | LEGACY FOUNDATION PROVIDED TOTAL GRANTS IN 2016 EXCEEDING $2,000,000. 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 | $2,800,962 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | 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 | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN SAXTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2197361880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 80th Place No 402 N | AddressLine1Txt |
| City | Merrillville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 | ||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT JOHNSON | ||||||
| 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 |
| ALEXIS VAZQUEZ DEDELOW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Benjamin Bochnowski | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ChRISTOPHER WHITE | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANA RIFAI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE AUSTGEN | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE RYAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gregory Gorden | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James Dunne | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jill Jones | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kenneth Wilk | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW H GLAROS | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SUGGS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Clifford | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| R LOUIE GONZALEZ | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD LEVERETT | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Gardiner | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Shannon L Noder | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Shelbie Byers | ||||||
| dIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN SAXTON | ||||||
| President | 40.00 | Yes (X) | $115,966 | $0 | $3,342 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $115,966 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,819,483 | AllOtherContributionsAmt |
| Total Contributions | $1,819,483 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,373,065 | TotalRevenueColumnAmt |
| Exclusion | $1,373,065 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,777,139 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,299,391 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $477,748 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $477,748 | TotalRevenueColumnAmt |
| Exclusion | $477,748 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | miscellaneous revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $51,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,336 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $51,336 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,721,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,850,813 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,213,478 | TotalAmt |
| Program Services | $2,213,478 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,306 | TotalAmt |
| Program Services | $213,306 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,308 | TotalAmt |
| Program Services | $47,722 | ProgramServicesAmt |
| Management And General | $29,828 | ManagementAndGeneralAmt |
| Fundraising | $41,758 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,335 | TotalAmt |
| Program Services | $95,734 | ProgramServicesAmt |
| Management And General | $59,834 | ManagementAndGeneralAmt |
| Fundraising | $83,767 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,933 | TotalAmt |
| Program Services | $2,373 | ProgramServicesAmt |
| Management And General | $1,483 | ManagementAndGeneralAmt |
| Fundraising | $2,077 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,581 | TotalAmt |
| Program Services | $11,433 | ProgramServicesAmt |
| Management And General | $7,145 | ManagementAndGeneralAmt |
| Fundraising | $10,003 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,856 | TotalAmt |
| Program Services | $11,142 | ProgramServicesAmt |
| Management And General | $6,964 | ManagementAndGeneralAmt |
| Fundraising | $9,750 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,548 | TotalAmt |
| Program Services | $18,000 | ProgramServicesAmt |
| Management And General | $18,547 | ManagementAndGeneralAmt |
| Fundraising | $18,001 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,234 | TotalAmt |
| Management And General | $235,234 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258 | TotalAmt |
| Program Services | $85 | ProgramServicesAmt |
| Management And General | $88 | ManagementAndGeneralAmt |
| Fundraising | $85 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516 | TotalAmt |
| Fundraising | $516 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,358 | TotalAmt |
| Program Services | $7,922 | ProgramServicesAmt |
| Management And General | $8,386 | ManagementAndGeneralAmt |
| Fundraising | $8,050 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,683 | TotalAmt |
| Program Services | $10,456 | ProgramServicesAmt |
| Management And General | $10,772 | ManagementAndGeneralAmt |
| Fundraising | $10,455 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,274 | TotalAmt |
| Program Services | $9,791 | ProgramServicesAmt |
| Management And General | $32,637 | ManagementAndGeneralAmt |
| Fundraising | $22,846 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,425 | TotalAmt |
| Program Services | $3,770 | ProgramServicesAmt |
| Management And General | $3,885 | ManagementAndGeneralAmt |
| Fundraising | $3,770 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,290 | TotalAmt |
| Program Services | $4,385 | ProgramServicesAmt |
| Management And General | $4,519 | ManagementAndGeneralAmt |
| Fundraising | $4,386 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,482 | TotalAmt |
| Program Services | $2,120 | ProgramServicesAmt |
| Management And General | $4,241 | ManagementAndGeneralAmt |
| Fundraising | $2,121 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,068 | TotalAmt |
| Program Services | $1,013 | ProgramServicesAmt |
| Management And General | $1,043 | ManagementAndGeneralAmt |
| Fundraising | $1,012 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $141,095 | $141,095 | ||
| DUES AND SUBSCRIPTIONS | $12,803 | $4,225 | $4,353 | $4,225 |
| DONOR DEVELOPMENT EXPEN | $7,850 | $7,850 | ||
| MISCELLANEOUS | $7,465 | $683 | $5,147 | $1,635 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,962 | TotalAmt |
| Program Services | $2,229 | ProgramServicesAmt |
| Management And General | $2,296 | ManagementAndGeneralAmt |
| Fundraising | $2,437 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,472,108 | TotalAmt |
| Program Services | $2,800,962 | ProgramServicesAmt |
| Management And General | $436,402 | ManagementAndGeneralAmt |
| Fundraising | $234,744 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,018 | BOYAmt |
| EOY | $290,784 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,044,826 | BOYAmt |
| EOY | $1,277,486 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,161 | BOYAmt |
| EOY | $126,711 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,993 | BOYAmt |
| EOY | $11,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,628 | BOYAmt |
| EOY | $5,146 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,877,230 | BOYAmt |
| EOY | $49,135,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,525,856 | BOYAmt |
| EOY | $50,847,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,961 | BOYAmt |
| EOY | $7,293 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,124 | BOYAmt |
| EOY | $257,859 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,439 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,497,422 | BOYAmt |
| EOY | $8,602,828 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,698 | BOYAmt |
| EOY | $561,395 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,457,644 | BOYAmt |
| EOY | $9,429,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,561 | BOYAmt |
| EOY | $955,418 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,097,562 | BOYAmt |
| EOY | $40,462,246 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,668,089 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,068,212 | BOYAmt |
| EOY | $41,417,664 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,525,856 | BOYAmt |
| EOY | $50,847,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $249,524 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,300,247 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$717,595 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$482,724 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $2,116,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,481,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,627,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $728,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,819,483 | CurrentTaxYearAmt |
| Total | $10,773,060 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,116,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,481,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,627,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $728,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,819,483 | CurrentTaxYearAmt |
| Total | $10,773,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,485,760 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,287,300 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,542,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,061,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,094,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,480,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,373,065 | CurrentTaxYearAmt |
| Total | $6,552,355 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,336 | CurrentTaxYearAmt |
| Total | $112,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,437,950 | TotalSupportAmt |
| Public Support CY170 | 0.41790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 40 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $396,393 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $264,208 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,350,784 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,727,353 | 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 | $49,065,074 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,494,691 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,017,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,087,435 | GrantsOrScholarshipsAmt |
| Other Expenditures | $869,258 | OtherExpendituresAmt |
| Administrative Expenses | $828,416 | AdministrativeExpensesAmt |
| End Year Balance | $46,727,353 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,681,217 | BeginningYearBalanceAmt |
| Contributions | $1,640,538 | ContributionsAmt |
| Investment Earnings Or Losses | $4,158,582 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,278,250 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $487,865 | AdministrativeExpensesAmt |
| End Year Balance | $33,714,222 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,090 | DepreciationAmt |
| Book Value | $5,146 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,146 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuities Payable | Desc |
| Amt | $561,395 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $561,395 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,356,106 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,300,247 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $456,494 | OtherRevenueAmt |
| Revenue Not Reported | $2,756,741 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,599,365 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $235,234 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $887,033 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,122,267 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,721,632 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,289,059 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $551,407 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $551,407 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,737,652 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $235,234 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $499,222 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $734,456 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,472,108 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH LEGACY FOUNDATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. |
| Part V, Line 4: | TERM ENDOWMENTS ARE INVESTED AND THE PRINCIPAL AND EARNINGS ARE USED FOR GRANTS, COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. |
| Part X, Line 2: | The Foundation is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal taxes on related income pursuant to Section 501(a) of the Code. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Council and recognize a tax liability if the Council has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of December 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. As such, the Council is generally exempt from income taxes. However, the Council is required to file Federal Form 990 Return of Organization Exempt from Income Tax which is an informational return only. |
| Part XI, Line 2d - Other Adjustments: | ADMINISTRATIVE FEES 551,407. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -94,913. |
| Part XI, Line 4b - Other Adjustments: | SFAS 136 ADJUSTMENT 887,033. |
| Part XII, Line 2d - Other Adjustments: | ADMINISTRATIVE FEES 551,407. |
| Part XII, Line 4b - Other Adjustments: | SFAS 136 ADJUSTMENT 499,222. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (84 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Accion Chicago Inc | |||||||
| 1436 W RANDOLPH | CHICAGO | IL | 60607 | 363966573 | 501(c)(3) | $17,500 | to further the exempt purpose of the organization |
| Alzheimer's Association | |||||||
| 50 E 91st St Suite 100 | Indianapolis | IN | 46240 | 133039601 | 501(c)(3) | $5,000 | to further the exempt purpose of the organization |
| ANCILLA SYSTEMS | |||||||
| 1419 South Lake Park Ave | Hobart | IN | 46342 | 270296707 | 501(c)(3) | $113,185 | to further the exempt purpose of the organization |
| Bead Town | |||||||
| 704 S Claremont Ave | ChiCAGO | IL | 60612 | 464917197 | 501(c)(3) | $25,000 | to further the exempt purpose of the organization |
| Better Block Foundation | |||||||
| PO Box 4007 | Dallas | TX | 75208 | 474885264 | 501(c)(3) | $7,500 | to further the exempt purpose of the organization |
| Big Brothers-Big Sisters | |||||||
| 560 W Lake St Fl 5 | ChiCAGO | IL | 60661 | 362681212 | 501(c)(3) | $5,000 | to further the exempt purpose of the organization |
| Blue 1647 | |||||||
| 1647 S Blue Island Ave | chiCAGO | IL | 60608 | 463527571 | 501(c)(3) | $25,000 | to further the exempt purpose of the organization |
| Boys & Girls Clubs of NWI | |||||||
| 839 Broadway 3rd Floor | Gary | IN | 46402 | 350941137 | 501(c)(3) | $41,825 | to further the exempt purpose of the organization |
| Calumet Artist Residency Inc | |||||||
| 269 N Hancock St | Gary | IN | 46403 | 472864373 | 501(c)(3) | $15,399 | to further the exempt purpose of the organization |
| Calumet College of St Joseph | |||||||
| 2400 New York Avenue | Whiting | IN | 46394 | 351087173 | 501(c)(3) | $21,721 | to further the exempt purpose of the organization |
| Catholic Charities of the Diocese Of Gary Inc | |||||||
| 940 Broadway | Gary | IN | 46402 | 351122204 | 501(c)(3) | $20,475 | to further the exempt purpose of the organization |
| Challenger Learning Center of Northwest Indiana | |||||||
| 2300 - 173rd Avenue | Hammond | IN | 46323 | 351995603 | 501(c)(3) | $35,603 | to further the exempt purpose of the organization |
| Changing Lives and Changing Patterns INc | |||||||
| 1934 W 5th Ave | Gary | IN | 46404 | 475570061 | 501(c)(3) | $25,000 | to further the exempt purpose of the organization |
| Chicago Lighthouse | |||||||
| 1850 W ROOSEVELT ROAD | CHICAGO | IL | 60608 | 362169139 | 501(c)(3) | $120,000 | to further the exempt purpose of the organization |
| Chicagoland Immigrant Welcome Network | |||||||
| PO Box 3393 | Munster | IN | 46321 | 465302104 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Christmas in April Hobart Lake Station | |||||||
| 1001 Lillian St | Hobart | IN | 46342 | 352073742 | 501(c)(3) | $5,700 | to further the exempt purpose of the organization |
| City Life Center | |||||||
| 225 W 5th Ave | Gary | IN | 46408 | 474358520 | 501(c)(3) | $24,450 | to further the exempt purpose of the organization |
| City of Gary - Parks Department | |||||||
| 401 Broadway | GARY | IN | 46402 | 356001040 | 501(c)(3) | $12,100 | to further the exempt purpose of the organization |
| Communities In Schools Of East Chicago Incorporated | |||||||
| 100 W CHICAGO AVE - STUE G | EAST CHICAGO | IN | 46312 | 300110893 | 501(c)(3) | $25,278 | to further the exempt purpose of the organization |
| CRWorks Inc | |||||||
| 2108 Jefferson Street | Gary | IN | 46407 | 200568838 | 501(c)(3) | $13,425 | to further the exempt purpose of the organization |
| Decay Devils | |||||||
| 1060 N Vanderburg St | Gary | IN | 46403 | 474372575 | 501(c)(3) | $22,000 | to further the exempt purpose of the organization |
| Devoted 2 Healing | |||||||
| 2835 E 165th Ave | Hammond | IN | 46323 | 270361944 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Early Learning Partnership of Northwest Indiana | |||||||
| 6350 NEW HANPSHIRE AVE | HAMMond | IN | 46323 | 350888763 | 501(c)(3) | $14,000 | to further the exempt purpose of the organization |
| Families Anchored In Total Harmony | |||||||
| 201E 5th - Suite A | Gary | IN | 46402 | 261818399 | 501(c)(3) | $50,000 | to further the exempt purpose of the organization |
| Food Bank of Northwest Indiana | |||||||
| 2248 W 35th Ave | Gary | IN | 46408 | 351528285 | 501(c)(3) | $25,000 | to further the exempt purpose of the organization |
| Fractured Atlas | |||||||
| 248 W 35th St 10th | New York | NY | 10001 | 113451703 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Franciscan Alliance | |||||||
| 2050 N Main St Suite A | CROWN POINT | IN | 46307 | 351955283 | 501(c)(3) | $5,183 | to further the exempt purpose of the organization |
| Franciscan CommunitiesSt Anthony Campus | |||||||
| 203 W Franciscan Dr | CROWN POINT | IN | 46308 | 351330472 | 501(c)(3) | $42,383 | to further the exempt purpose of the organization |
| Gary International Black Film Festival | |||||||
| 550 Pennsylvania St 2 | Gary | IN | 46402 | 113451703 | 501(c)(3) | $5,000 | to further the exempt purpose of the organization |
| Gary Shakespeare Company | |||||||
| PO Box 2272 | Gary | IN | 46304 | 463161195 | 501(c)(3) | $6,350 | to further the exempt purpose of the organization |
| Girl Scouts of Greater Chicago and Northwest Indiana | |||||||
| 20 S CLARK ST | CHICAGO | IL | 60603 | 363871241 | 501(c)(3) | $15,231 | to further the exempt purpose of the organization |
| Girls On The Run Of Northwest Indiana Inc | |||||||
| 9824 TERRACE CT | HIGHLAND | IN | 46322 | 320186701 | 501(c)(3) | $13,336 | to further the exempt purpose of the organization |
| Habitat for Humanity of Northwest Indiana Inc | |||||||
| 3777 Colfax St | Gary | IN | 46408 | 561525939 | 501(c)(3) | $26,935 | to further the exempt purpose of the organization |
| Hammond Education Foundation Inc | |||||||
| 41 Williams Street | Hammond | IN | 46320 | 351572372 | 501(c)(3) | $26,500 | to further the exempt purpose of the organization |
| Hammond Public Library | |||||||
| 564 State Street | HammonD | IN | 46320 | 471982796 | 501(c)(3) | $43,038 | to further the exempt purpose of the organization |
| HealthLinc Inc | |||||||
| 2401 Valley Drive | VALPARAISO | IN | 46383 | 352147791 | 501(c)(3) | $12,500 | to further the exempt purpose of the organization |
| Hobart Community Foundation | |||||||
| 1001 Lillian St | Hobart | IN | 46342 | 351790403 | 501(c)(3) | $10,978 | to further the exempt purpose of the organization |
| Hobart Family YMCA | |||||||
| 601 W 40TH PL | HObart | IN | 46342 | 351382817 | 501(c)(3) | $7,916 | to further the exempt purpose of the organization |
| Hobart Food Pantry Incorporated | |||||||
| PO Box 394 | Hobart | IN | 46342 | 351757175 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Hobart Historical Society | |||||||
| PO Box 24 | Hobart | IN | 46342 | 237088107 | 501(c)(3) | $5,941 | to further the exempt purpose of the organization |
| Honor Flight Chicago | |||||||
| 938 W Montana St | Chicago | IL | 60614 | 261978570 | 501(c)(3) | $11,000 | to further the exempt purpose of the organization |
| Hospice of the Calumet Area Inc | |||||||
| 600 Superior Avenue | Munster | IN | 46321 | 351519392 | 501(c)(3) | $9,381 | to further the exempt purpose of the organization |
| Indiana Association for Community Exonomic Development | |||||||
| 202 E Market St | Indianapolis | IN | 46204 | 351695379 | 501(c)(3) | $5,406 | to further the exempt purpose of the organization |
| Indiana Dunes Environmental Learning Center Inc | |||||||
| 700 Howe Rd | Chesterton | IN | 46304 | 352031658 | 501(c)(3) | $12,363 | to further the exempt purpose of the organization |
| Indiana Teen Challenge Inc | |||||||
| PO Box 564 | Lebanon | IN | 46052 | 351262844 | 501(c)(3) | $5,000 | to further the exempt purpose of the organization |
| Indiana University Foundation | |||||||
| 1001 East 17th St | Bloomington | IN | 47408 | 356018940 | 501(c)(3) | $15,000 | to further the exempt purpose of the organization |
| International Institute LACASA Inc | |||||||
| 4506 Tod Avenue | East Chicago | IN | 46312 | 350868117 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Ivy Tech Foundation Inc | |||||||
| 3100 Ivy Tech Dr | vaLPARAISO | IN | 46383 | 237073977 | 501(c)(3) | $14,077 | to further the exempt purpose of the organization |
| Lake Area United Way | |||||||
| 221 West Ridge Road | Griffith | IN | 46319 | 237170019 | 501(c)(3) | $15,816 | to further the exempt purpose of the organization |
| Lake County Public Library | |||||||
| 1919 W 81st Ave | Merrillville | IN | 46410 | 356006653 | 501(c)(3) | $5,652 | to further the exempt purpose of the organization |
| Make-A-Wish | |||||||
| 4742 North 24th Street | Phoenix | IN | 85016 | 860481941 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Maria Reiner Center (City of Hobart) | |||||||
| 705 East 4th Street | HobarT | IN | 46342 | 356001058 | GOVT | $30,000 | to further the exempt purpose of the organization |
| Mayo Clinic Foundation | |||||||
| 200 First St SW | Rochester | MN | 55905 | 411506440 | 501(c)(3) | $5,652 | to further the exempt purpose of the organization |
| Meals On Wheels Of Northwest Indiana Inc | |||||||
| 8446 Virginia Street | Merrillville | IN | 46410 | 311168281 | 501(c)(3) | $27,408 | to further the exempt purpose of the organization |
| Miller Beach Arts & Creative District | |||||||
| PO Box 2405 | Gary | IN | 46403 | 452182448 | 501(c)(3) | $34,688 | to further the exempt purpose of the organization |
| Miller Community Fund Inc | |||||||
| PO Box 2817 | Gary | IN | 46403 | 300317277 | 501(c)(3) | $7,750 | to further the exempt purpose of the organization |
| Nazareth Home | |||||||
| 4301 Elm St | EAST CHICAGO | IN | 46312 | 362609644 | 501(c)(3) | $12,500 | to further the exempt purpose of the organization |
| Neighbors' Educational Opportunities | |||||||
| 5201 US Highway 6 | Portage | IN | 46368 | 450697456 | 501(c)(3) | $7,500 | to further the exempt purpose of the organization |
| Northwest Indiana Paddling Association | |||||||
| 109 W 700 N | VALPARAISO | IN | 46385 | 300559189 | 501(c)(3) | $25,000 | to further the exempt purpose of the organization |
| Northwest Indiana Symphony Society Inc | |||||||
| 1040 Ridge Rd | Munster | IN | 46321 | 351359750 | 501(c)(3) | $21,002 | to further the exempt purpose of the organization |
| NWI Small Business Development Center | |||||||
| 9800 Connecticut Dr | CROWN POINT | IN | 46307 | 501(c)(3) | $7,900 | to further the exempt purpose of the organization | |
| NWI Volunteer Lawyers Inc | |||||||
| PO Box 427 | HobarT | IN | 46342 | 352127740 | 501(c)(3) | $15,295 | to further the exempt purpose of the organization |
| One Region | |||||||
| 601 45th Ave | Munster | IN | 46321 | 352117392 | 501(c)(3) | $20,000 | to further the exempt purpose of the organization |
| Pack Away Hunger | |||||||
| 5230 Park Emerson Dr | Indianapolis | IN | 46203 | 271438579 | 501(c)(3) | $5,000 | to further the exempt purpose of the organization |
| Pathway To Adventure Council Boy Scouts of America | |||||||
| 8751 Calumet Ave | Munster | IN | 46321 | 475066720 | 501(c)(3) | $13,845 | to further the exempt purpose of the organization |
| Planned Parenthood of Indiana and Kentucky | |||||||
| 200 S Meridian St Ste 400 | Indianapolis | IN | 46225 | 350874276 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Portage Township YMCA | |||||||
| 3100 Willowcreek Rd | Portage | IN | 46368 | 351404478 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Salvation Army | |||||||
| 8225 Columbia Avenue | Munster | IN | 46321 | 362167910 | 501(c)(3) | $22,605 | to further the exempt purpose of the organization |
| School City of Hobart | |||||||
| 32 E 7TH STREET | HOBART | IN | 46342 | 356002466 | 501(c)(3) | $21,114 | to further the exempt purpose of the organization |
| Shirley Heinze Land Tr Inc | |||||||
| 109 W 700 N | VALPARAISO | IN | 46385 | 352153969 | 501(c)(3) | $10,359 | to further the exempt purpose of the organization |
| Sojourner Truth House | |||||||
| 410 W 13th Avenue | Gary | IN | 46407 | 270296707 | 501(c)(3) | $28,646 | to further the exempt purpose of the organization |
| South Lake County Community Services Inc | |||||||
| 1450 E Joliet St Suite | CROWN POINT | IN | 46307 | 351452057 | 501(c)(3) | $19,390 | to further the exempt purpose of the organization |
| South Shore Arts Inc | |||||||
| 1040 Ridge Road | Munster | IN | 46321 | 237049722 | 501(c)(3) | $323,331 | to further the exempt purpose of the organization |
| St Anthony Medical Center Inc | |||||||
| 1201 S Main St | Crown PoinT | IN | 46307 | 351330472 | 501(c)(3) | $13,284 | to further the exempt purpose of the organization |
| St Joseph's Carmelite Home | |||||||
| 4840 Grasselli St | EAST CHICAGO | IN | 46312 | 501(c)(3) | $16,250 | to further the exempt purpose of the organization | |
| St Jude House | |||||||
| 12490 Marshall St | CROWN POINT | IN | 46307 | 351905782 | 501(c)(3) | $10,140 | to further the exempt purpose of the organization |
| The First Tee of Hammond | |||||||
| 901 129th Street | Hammond | IN | 46320 | 204514968 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Tradewinds Services Inc | |||||||
| 5901 W 7th Ave | Gary | IN | 46406 | 351139485 | 501(c)(3) | $38,872 | to further the exempt purpose of the organization |
| Treasurer of the State of Indiana | |||||||
| 402 West Washington St | Indianapolis | IN | 46202 | 356000158 | GOVT | $105,000 | to further the exempt purpose of the organization |
| Trinity Lutheran School | |||||||
| 891 South Linda Street | Hobart | IN | 46342 | 356000591 | 501(c)(3) | $10,000 | to further the exempt purpose of the organization |
| Trustees of Indiana University | |||||||
| 509 E 3rd St | Bloomington | IN | 47401 | 356001673 | 501(c)(3) | $25,000 | to further the exempt purpose of the organization |
| Urban League of Northwest Indiana Inc | |||||||
| 3101 Broadway | Gary | IN | 46409 | 351178594 | 501(c)(3) | $16,000 | to further the exempt purpose of the organization |
| White's Residential and Family Services | |||||||
| 115 S Court Street -Suite | CROWN POINT | IN | 46307 | 350883520 | 501(c)(3) | $13,650 | to further the exempt purpose of the organization |
| Crossroads YMCA | |||||||
| 201 N Griffith Blvd | Griffith | IN | 46319 | 351369437 | 501(c)(3) | $87,298 | to further the exempt purpose of the organization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 86 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 178 | RecipientCnt |
| Cash Grant | $213,306 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | PROGRAM STAFF IS RESPONSIBLE FOR MONITORING PERIODIC GRANTEE REPORTS, REPORTING TO THE GRANTS COMMITTEE ON GRANTEES COMPLIANCE, AND PURSUING TARDY, INCOMPLETE OR MISSING REPORTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING. |
| Form 990, Part VI, Section B, 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, Part VI, Section B, line 15 | 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, Part VI, Section C, line 19 | THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS, DONORS AND OTHER 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: | SFAS 136 ADJUSTMENT -387,811. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -94,913. |
| FORM 990, PART XII, LINE 2C | THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. |
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