2017-07-10T10:41:52-05:00 2016-12-31 351178661 Blue & Co LLC 813 West Second Street Seymour IN 47274 990 2016-01-01 351872803 Legacy Foundation Inc LEGA 2197361880 1000 E 80th Place No 402 N Merrillville IN 46410 CAROLYN SAXTON President 2197361880 2017-06-19 1 Kandy L Wischmeier CPA P00118327 8125228416 2017-06-19 38.109.186.2 2017-06-19 12:41:42 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7C7B47936940A20FE0123DA9B400AB0E4818A817 2016 2021-01-29 14:40:06Z CAROLYN SAXTON 1000 E 80th Place No 402 N Merrillville IN 46410 8021023 0 X WWW.LEGACYFOUNDATIONLAKECO.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 8 43 0 0 728269 1819483 0 0 1441095 1850813 38959 51336 2208323 3721632 1087435 2426784 0 0 215614 421013 0 0 234744 382011 624311 1685060 3472108 523263 249524 48525856 50847039 8457644 9429375 40068212 41417664 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. 0 0 2800962 2426784 51336 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. 2800962 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X CAROLYN SAXTON 2197361880 1000 E 80th Place No 402 N Merrillville IN 46410 MARTIE RIVAS-RAMOS Vice Chair 1.00 X X 0 0 0 ROBERT JOHNSON 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 ALEXIS VAZQUEZ DEDELOW DIRECTOR 1.00 X 0 0 0 Benjamin Bochnowski dIRECTOR 1.00 X 0 0 0 ChRISTOPHER WHITE dIRECTOR 1.00 X 0 0 0 DANA RIFAI DIRECTOR 1.00 X 0 0 0 DAVE AUSTGEN dIRECTOR 1.00 X 0 0 0 DAVE RYAN DIRECTOR 1.00 X 0 0 0 Gregory Gorden dIRECTOR 1.00 X 0 0 0 James Dunne dIRECTOR 1.00 X 0 0 0 Jill Jones dIRECTOR 1.00 X 0 0 0 Kenneth Wilk dIRECTOR 1.00 X 0 0 0 MATTHEW H GLAROS dIRECTOR 1.00 X 0 0 0 MICHAEL SUGGS DIRECTOR 1.00 X 0 0 0 Nancy Clifford DIRECTOR 1.00 X 0 0 0 R LOUIE GONZALEZ dIRECTOR 1.00 X 0 0 0 RICHARD LEVERETT dIRECTOR 1.00 X 0 0 0 Robert Gardiner dIRECTOR 1.00 X 0 0 0 Shannon L Noder dIRECTOR 1.00 X 0 0 0 Shelbie Byers dIRECTOR 1.00 X 0 0 0 CAROLYN SAXTON President 40.00 X 115966 0 3342 115966 0 3342 1 0 0 0 0 1819483 1819483 1373065 1373065 4777139 4299391 477748 477748 477748 miscellaneous revenue 900099 51336 51336 51336 3721632 51336 0 1850813 2213478 2213478 213306 213306 119308 47722 29828 41758 239335 95734 59834 83767 5933 2373 1483 2077 28581 11433 7145 10003 27856 11142 6964 9750 54548 18000 18547 18001 235234 235234 258 85 88 85 516 516 24358 7922 8386 8050 31683 10456 10772 10455 65274 9791 32637 22846 11425 3770 3885 3770 13290 4385 4519 4386 8482 2120 4241 2121 3068 1013 1043 1012 PROGRAM EXPENSES 141095 141095 DUES AND SUBSCRIPTIONS 12803 4225 4353 4225 DONOR DEVELOPMENT EXPEN 7850 7850 MISCELLANEOUS 7465 683 5147 1635 6962 2229 2296 2437 3472108 2800962 436402 234744 361018 290784 2044826 1277486 221161 126711 7993 11303 78236 73090 13628 5146 45877230 49135609 48525856 50847039 25961 7293 173124 257859 238439 7497422 8602828 522698 561395 8457644 9429375 X 302561 955418 25097562 40462246 14668089 0 40068212 41417664 48525856 50847039 X 249524 2300247 -717595 -482724 X X 0 1 X 1 0 X 2116606 2481039 3627663 728269 1819483 10773060 2116606 2481039 3627663 728269 1819483 10773060 3485760 7287300 1542654 1061724 1094078 1480834 1373065 6552355 500 1603 20137 38959 51336 112535 17437950 0.41790 0.41450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40 396393 264208 8350784 1 1 0 1 X 46727353 1801872 3912246 2696949 128041 551407 49065074 39494691 10017771 1087435 869258 828416 46727353 38557347 4357454 663991 2765692 761449 556960 39494691 33714222 2171881 5014615 1805193 538178 38557347 29681217 1640538 4158582 1278250 487865 33714222 0.00000 0.00000 1.00000 0 0 78236 73090 5146 5146 Annuities Payable 561395 561395 X 5356106 2300247 456494 2756741 2599365 235234 887033 1122267 3721632 3289059 551407 551407 2737652 235234 499222 734456 3472108 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. 1 Accion Chicago Inc 1436 W RANDOLPH CHICAGO IL 60607 363966573 501(c)(3) 17500 to further the exempt purpose of the organization Alzheimer's Association 50 E 91st St Suite 100 Indianapolis IN 46240 133039601 501(c)(3) 5000 to further the exempt purpose of the organization ANCILLA SYSTEMS 1419 South Lake Park Ave Hobart IN 46342 270296707 501(c)(3) 113185 to further the exempt purpose of the organization Bead Town 704 S Claremont Ave ChiCAGO IL 60612 464917197 501(c)(3) 25000 to further the exempt purpose of the organization Better Block Foundation PO Box 4007 Dallas TX 75208 474885264 501(c)(3) 7500 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) 5000 to further the exempt purpose of the organization Blue 1647 1647 S Blue Island Ave chiCAGO IL 60608 463527571 501(c)(3) 25000 to further the exempt purpose of the organization Boys & Girls Clubs of NWI 839 Broadway 3rd Floor Gary IN 46402 350941137 501(c)(3) 41825 to further the exempt purpose of the organization Calumet Artist Residency Inc 269 N Hancock St Gary IN 46403 472864373 501(c)(3) 15399 to further the exempt purpose of the organization Calumet College of St Joseph 2400 New York Avenue Whiting IN 46394 351087173 501(c)(3) 21721 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) 20475 to further the exempt purpose of the organization Challenger Learning Center of Northwest Indiana 2300 - 173rd Avenue Hammond IN 46323 351995603 501(c)(3) 35603 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) 25000 to further the exempt purpose of the organization Chicago Lighthouse 1850 W ROOSEVELT ROAD CHICAGO IL 60608 362169139 501(c)(3) 120000 to further the exempt purpose of the organization Chicagoland Immigrant Welcome Network PO Box 3393 Munster IN 46321 465302104 501(c)(3) 10000 to further the exempt purpose of the organization Christmas in April Hobart Lake Station 1001 Lillian St Hobart IN 46342 352073742 501(c)(3) 5700 to further the exempt purpose of the organization City Life Center 225 W 5th Ave Gary IN 46408 474358520 501(c)(3) 24450 to further the exempt purpose of the organization City of Gary - Parks Department 401 Broadway GARY IN 46402 356001040 501(c)(3) 12100 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) 25278 to further the exempt purpose of the organization CRWorks Inc 2108 Jefferson Street Gary IN 46407 200568838 501(c)(3) 13425 to further the exempt purpose of the organization Decay Devils 1060 N Vanderburg St Gary IN 46403 474372575 501(c)(3) 22000 to further the exempt purpose of the organization Devoted 2 Healing 2835 E 165th Ave Hammond IN 46323 270361944 501(c)(3) 10000 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) 14000 to further the exempt purpose of the organization Families Anchored In Total Harmony 201E 5th - Suite A Gary IN 46402 261818399 501(c)(3) 50000 to further the exempt purpose of the organization Food Bank of Northwest Indiana 2248 W 35th Ave Gary IN 46408 351528285 501(c)(3) 25000 to further the exempt purpose of the organization Fractured Atlas 248 W 35th St 10th New York NY 10001 113451703 501(c)(3) 10000 to further the exempt purpose of the organization Franciscan Alliance 2050 N Main St Suite A CROWN POINT IN 46307 351955283 501(c)(3) 5183 to further the exempt purpose of the organization Franciscan CommunitiesSt Anthony Campus 203 W Franciscan Dr CROWN POINT IN 46308 351330472 501(c)(3) 42383 to further the exempt purpose of the organization Gary International Black Film Festival 550 Pennsylvania St 2 Gary IN 46402 113451703 501(c)(3) 5000 to further the exempt purpose of the organization Gary Shakespeare Company PO Box 2272 Gary IN 46304 463161195 501(c)(3) 6350 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) 15231 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) 13336 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) 26935 to further the exempt purpose of the organization Hammond Education Foundation Inc 41 Williams Street Hammond IN 46320 351572372 501(c)(3) 26500 to further the exempt purpose of the organization Hammond Public Library 564 State Street HammonD IN 46320 471982796 501(c)(3) 43038 to further the exempt purpose of the organization HealthLinc Inc 2401 Valley Drive VALPARAISO IN 46383 352147791 501(c)(3) 12500 to further the exempt purpose of the organization Hobart Community Foundation 1001 Lillian St Hobart IN 46342 351790403 501(c)(3) 10978 to further the exempt purpose of the organization Hobart Family YMCA 601 W 40TH PL HObart IN 46342 351382817 501(c)(3) 7916 to further the exempt purpose of the organization Hobart Food Pantry Incorporated PO Box 394 Hobart IN 46342 351757175 501(c)(3) 10000 to further the exempt purpose of the organization Hobart Historical Society PO Box 24 Hobart IN 46342 237088107 501(c)(3) 5941 to further the exempt purpose of the organization Honor Flight Chicago 938 W Montana St Chicago IL 60614 261978570 501(c)(3) 11000 to further the exempt purpose of the organization Hospice of the Calumet Area Inc 600 Superior Avenue Munster IN 46321 351519392 501(c)(3) 9381 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) 5406 to further the exempt purpose of the organization Indiana Dunes Environmental Learning Center Inc 700 Howe Rd Chesterton IN 46304 352031658 501(c)(3) 12363 to further the exempt purpose of the organization Indiana Teen Challenge Inc PO Box 564 Lebanon IN 46052 351262844 501(c)(3) 5000 to further the exempt purpose of the organization Indiana University Foundation 1001 East 17th St Bloomington IN 47408 356018940 501(c)(3) 15000 to further the exempt purpose of the organization International Institute LACASA Inc 4506 Tod Avenue East Chicago IN 46312 350868117 501(c)(3) 10000 to further the exempt purpose of the organization Ivy Tech Foundation Inc 3100 Ivy Tech Dr vaLPARAISO IN 46383 237073977 501(c)(3) 14077 to further the exempt purpose of the organization Lake Area United Way 221 West Ridge Road Griffith IN 46319 237170019 501(c)(3) 15816 to further the exempt purpose of the organization Lake County Public Library 1919 W 81st Ave Merrillville IN 46410 356006653 501(c)(3) 5652 to further the exempt purpose of the organization Make-A-Wish 4742 North 24th Street Phoenix IN 85016 860481941 501(c)(3) 10000 to further the exempt purpose of the organization Maria Reiner Center (City of Hobart) 705 East 4th Street HobarT IN 46342 356001058 GOVT 30000 to further the exempt purpose of the organization Mayo Clinic Foundation 200 First St SW Rochester MN 55905 411506440 501(c)(3) 5652 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) 27408 to further the exempt purpose of the organization Miller Beach Arts & Creative District PO Box 2405 Gary IN 46403 452182448 501(c)(3) 34688 to further the exempt purpose of the organization Miller Community Fund Inc PO Box 2817 Gary IN 46403 300317277 501(c)(3) 7750 to further the exempt purpose of the organization Nazareth Home 4301 Elm St EAST CHICAGO IN 46312 362609644 501(c)(3) 12500 to further the exempt purpose of the organization Neighbors' Educational Opportunities 5201 US Highway 6 Portage IN 46368 450697456 501(c)(3) 7500 to further the exempt purpose of the organization Northwest Indiana Paddling Association 109 W 700 N VALPARAISO IN 46385 300559189 501(c)(3) 25000 to further the exempt purpose of the organization Northwest Indiana Symphony Society Inc 1040 Ridge Rd Munster IN 46321 351359750 501(c)(3) 21002 to further the exempt purpose of the organization NWI Small Business Development Center 9800 Connecticut Dr CROWN POINT IN 46307 501(c)(3) 7900 to further the exempt purpose of the organization NWI Volunteer Lawyers Inc PO Box 427 HobarT IN 46342 352127740 501(c)(3) 15295 to further the exempt purpose of the organization One Region 601 45th Ave Munster IN 46321 352117392 501(c)(3) 20000 to further the exempt purpose of the organization Pack Away Hunger 5230 Park Emerson Dr Indianapolis IN 46203 271438579 501(c)(3) 5000 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) 13845 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) 10000 to further the exempt purpose of the organization Portage Township YMCA 3100 Willowcreek Rd Portage IN 46368 351404478 501(c)(3) 10000 to further the exempt purpose of the organization Salvation Army 8225 Columbia Avenue Munster IN 46321 362167910 501(c)(3) 22605 to further the exempt purpose of the organization School City of Hobart 32 E 7TH STREET HOBART IN 46342 356002466 501(c)(3) 21114 to further the exempt purpose of the organization Shirley Heinze Land Tr Inc 109 W 700 N VALPARAISO IN 46385 352153969 501(c)(3) 10359 to further the exempt purpose of the organization Sojourner Truth House 410 W 13th Avenue Gary IN 46407 270296707 501(c)(3) 28646 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) 19390 to further the exempt purpose of the organization South Shore Arts Inc 1040 Ridge Road Munster IN 46321 237049722 501(c)(3) 323331 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) 13284 to further the exempt purpose of the organization St Joseph's Carmelite Home 4840 Grasselli St EAST CHICAGO IN 46312 501(c)(3) 16250 to further the exempt purpose of the organization St Jude House 12490 Marshall St CROWN POINT IN 46307 351905782 501(c)(3) 10140 to further the exempt purpose of the organization The First Tee of Hammond 901 129th Street Hammond IN 46320 204514968 501(c)(3) 10000 to further the exempt purpose of the organization Tradewinds Services Inc 5901 W 7th Ave Gary IN 46406 351139485 501(c)(3) 38872 to further the exempt purpose of the organization Treasurer of the State of Indiana 402 West Washington St Indianapolis IN 46202 356000158 GOVT 105000 to further the exempt purpose of the organization Trinity Lutheran School 891 South Linda Street Hobart IN 46342 356000591 501(c)(3) 10000 to further the exempt purpose of the organization Trustees of Indiana University 509 E 3rd St Bloomington IN 47401 356001673 501(c)(3) 25000 to further the exempt purpose of the organization Urban League of Northwest Indiana Inc 3101 Broadway Gary IN 46409 351178594 501(c)(3) 16000 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) 13650 to further the exempt purpose of the organization Crossroads YMCA 201 N Griffith Blvd Griffith IN 46319 351369437 501(c)(3) 87298 to further the exempt purpose of the organization 86 0 SCHOLARSHIPS 178 213306 Part I, Line 2: PROGRAM STAFF IS RESPONSIBLE FOR MONITORING PERIODIC GRANTEE REPORTS, REPORTING TO THE GRANTS COMMITTEE ON GRANTEES COMPLIANCE, AND PURSUING TARDY, INCOMPLETE OR MISSING REPORTS. 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.