LEGACY FOUNDATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LEGACY FOUNDATION INC (EIN 35-1872803)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-10
IRS object ID
201601319349301655
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-05-10T15:16:35-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1106 COMMUNITY DRAddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP47274ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351872803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEGACY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEGABusinessNameControlTxt
Phone2197361880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 E 80TH PLACE NO 402 NAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN SAXTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2197361880PhoneNum
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKANDY L WISCHMEIER CPAPreparerPersonNm
PTINP00118327PTIN
Phone8125228416PhoneNum
Preparation2016-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAROLYN SAXTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 E 80TH PLACE NO 402 NAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$35,997,066GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEGACYFOUNDATIONLAKECO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTHE 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 Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers70TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,481,039PYContributionsGrantsAmt
CY Contributions Grants$3,627,663CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,584,809PYInvestmentIncomeAmt
CY Investment Income$1,563,449CYInvestmentIncomeAmt
PY Other Revenue$1,603PYOtherRevenueAmt
CY Other Revenue$20,137CYOtherRevenueAmt
PY Total Revenue$5,067,451PYTotalRevenueAmt
CY Total Revenue$5,211,249CYTotalRevenueAmt
PY Grants And Similar Paid$5,100,150PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,765,692CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$238,686PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$393,867CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$274,104CYTotalFundraisingExpenseAmt
PY Other Expenses$777,181PYOtherExpensesAmt
CY Other Expenses$662,186CYOtherExpensesAmt
PY Total Expenses$6,116,017PYTotalExpensesAmt
CY Total Expenses$3,821,745CYTotalExpensesAmt
PY Revenues Less Expenses-$1,048,566PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,389,504CYRevenuesLessExpensesAmt
Total Assets BOY$50,103,420TotalAssetsBOYAmt
Total Assets EOY$51,298,717TotalAssetsEOYAmt
Total Liabilities BOY$11,272,645TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,522,103TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,830,775NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$39,776,614NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,117,016ExpenseAmt
Grant$2,765,692GrantAmt
Revenue$20,137RevenueAmt
DescLEGACY FOUNDATION PROVIDED TOTAL GRANTS IN 2015 EXCEEDING $2,700,000. 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 151 INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS FOR A TOTAL OF $175,400.Desc
Total Program Service Expenses$3,117,016TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLYN SAXTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2197361880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 E 80TH PLACE NO 402 NAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NANCY L CLIFFORD
CHAIR1.00Yes (X)Yes (X)$0$0$0
SHAR MILLER
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
MARTIE RIVAS-RAMOS
CHAIR1.00Yes (X)Yes (X)$0$0$0
ROBERT JOHNSON
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
SANDRA SNEARLY-VOSBERG
TREASURER1.00Yes (X)Yes (X)$0$0$0
DANETTE GARZA
CHAIR1.00Yes (X)Yes (X)$0$0$0
DEBRA HOWE
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
DAVE RYAN
CHAIR1.00Yes (X)Yes (X)$0$0$0
DANA RIFAI
CHAIR1.00Yes (X)Yes (X)$0$0$0
CHRISTOPHER WHITE
SECRETARY1.00Yes (X)Yes (X)$0$0$0
DAVE AUSTGEN
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
MARGOT CLARK
CHAIR1.00Yes (X)Yes (X)$0$0$0
AMY HAN
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
J BRIAN HITTINGER
DIRECTOR1.00Yes (X)$0$0$0
GREGORY GORDON
DIRECTOR1.00Yes (X)$0$0$0
JANET MORAN
DIRECTOR1.00Yes (X)$0$0$0
BENJAMIN BOCHNOWSKI
DIRECTOR1.00Yes (X)$0$0$0
ALEXIS VAZQUEZ DEDELOW
DIRECTOR1.00Yes (X)$0$0$0
JOHN VINZANT
DIRECTOR1.00Yes (X)$0$0$0
JILL JONES
DIRECTOR1.00Yes (X)$0$0$0
TOM KEILMAN
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW H GLAROS
DIRECTOR1.00Yes (X)$0$0$0
HOWARD COHEN
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL SUGGS
DIRECTOR1.00Yes (X)$0$0$0
CAROLYN SAXTON
PRESIDENT40.00Yes (X)$58,457$0$3,029
FieldValueIRS element (for citing)
Total Reportable Comp From Org$58,457TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,029TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,627,663AllOtherContributionsAmt
Total Contributions$3,627,663TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,094,078TotalRevenueColumnAmt
Exclusion$1,094,078ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$31,255,188SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$30,785,817SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$469,371SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$469,371TotalRevenueColumnAmt
Exclusion$469,371ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS REVENUE900099$19,637$19,637
ADMINISTRATIVE INCOME561000$500$500
FieldValueIRS element (for citing)
Other Revenue Total$20,137OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,211,249TotalRevenueColumnAmt
Related Or Exempt Func Income$20,137RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,563,449ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,590,292TotalAmt
Program Services$2,590,292ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$175,400TotalAmt
Program Services$175,400ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$108,562TotalAmt
Program Services$43,426ProgramServicesAmt
Management And General$27,140ManagementAndGeneralAmt
Fundraising$37,996FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$238,274TotalAmt
Program Services$95,309ProgramServicesAmt
Management And General$59,569ManagementAndGeneralAmt
Fundraising$83,396FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,351TotalAmt
Program Services$1,340ProgramServicesAmt
Management And General$838ManagementAndGeneralAmt
Fundraising$1,173FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,087TotalAmt
Program Services$6,034ProgramServicesAmt
Management And General$3,772ManagementAndGeneralAmt
Fundraising$5,281FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,593TotalAmt
Program Services$11,437ProgramServicesAmt
Management And General$7,148ManagementAndGeneralAmt
Fundraising$10,008FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,100TotalAmt
Program Services$3,993ProgramServicesAmt
Management And General$4,114ManagementAndGeneralAmt
Fundraising$3,993FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$222,273TotalAmt
Management And General$222,273ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$73,058TotalAmt
Program Services$24,108ProgramServicesAmt
Management And General$24,305ManagementAndGeneralAmt
Fundraising$24,645FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$899TotalAmt
Fundraising$899FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$31,930TotalAmt
Program Services$10,536ProgramServicesAmt
Management And General$10,857ManagementAndGeneralAmt
Fundraising$10,537FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$36,657TotalAmt
Program Services$12,096ProgramServicesAmt
Management And General$12,464ManagementAndGeneralAmt
Fundraising$12,097FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$61,335TotalAmt
Program Services$9,200ProgramServicesAmt
Management And General$30,668ManagementAndGeneralAmt
Fundraising$21,467FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,240TotalAmt
Program Services$5,359ProgramServicesAmt
Management And General$5,522ManagementAndGeneralAmt
Fundraising$5,359FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$42,729TotalAmt
Program Services$6,695ProgramServicesAmt
Management And General$6,898ManagementAndGeneralAmt
Fundraising$29,136FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,301TotalAmt
Program Services$4,075ProgramServicesAmt
Management And General$8,151ManagementAndGeneralAmt
Fundraising$4,075FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$986TotalAmt
Program Services$326ProgramServicesAmt
Management And General$335ManagementAndGeneralAmt
Fundraising$325FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSES$113,396$113,396
SPECIAL EVENTS$17,239$17,239
DUES AND SUBSCRIPTIONS$11,575$3,819$3,820$3,936
MISCELLANEOUS$3,513$175$703$2,635

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,955TotalAmt
Fundraising$1,955FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,821,745TotalAmt
Program Services$3,117,016ProgramServicesAmt
Management And General$430,625ManagementAndGeneralAmt
Fundraising$274,104FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$363,923BOYAmt
EOY$200,516EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,243,662BOYAmt
EOY$3,301,273EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,203BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,276BOYAmt
EOY$11,209EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$114,513LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$57,497LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$54,594BOYAmt
EOY$57,016EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$48,408,762BOYAmt
EOY$47,728,703EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$50,103,420BOYAmt
EOY$51,298,717EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$31,065BOYAmt
EOY$1,377EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$82,609BOYAmt
EOY$124,942EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$304,786EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$10,578,087BOYAmt
EOY$10,578,087EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$580,884BOYAmt
EOY$512,911EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,272,645BOYAmt
EOY$11,522,103EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$285,924BOYAmt
EOY$694,419EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,401,033BOYAmt
EOY$27,593,366EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,143,818BOYAmt
EOY$11,488,829EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,830,775BOYAmt
EOY$39,776,614EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,103,420BOYAmt
EOY$51,298,717EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,389,504ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$693,164NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$249,499OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,670,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,934,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,116,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,481,039CurrentTaxYearMinus1YearAmt
Current Tax Year$3,627,663CurrentTaxYearAmt
Total$15,830,068TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,670,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,934,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,116,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,481,039CurrentTaxYearMinus1YearAmt
Current Tax Year$3,627,663CurrentTaxYearAmt
Total$15,830,068TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,795,563SubstantialContributorsTotAmt
Public Support Total170$9,034,505PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,151,208CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,104,556CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,542,654CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,061,724CurrentTaxYearMinus1YearAmt
Current Tax Year$1,094,078CurrentTaxYearAmt
Total$5,954,220TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,485CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$500CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,603CurrentTaxYearMinus1YearAmt
Current Tax Year$20,137CurrentTaxYearAmt
Total$61,040TotalAmt
FieldValueIRS element (for citing)
Total Support$21,845,328TotalSupportAmt
Public Support CY1700.41360PublicSupportCY170Pct
Public Support PY1700.40740PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held63DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$513,737DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$315,268DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$8,714,891DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,557,347BeginningYearBalanceAmt
Contributions$4,357,454ContributionsAmt
Investment Earnings Or Losses$663,991InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,765,692GrantsOrScholarshipsAmt
Other Expenditures$761,449OtherExpendituresAmt
Administrative Expenses$556,960AdministrativeExpensesAmt
End Year Balance$39,494,691EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,681,217BeginningYearBalanceAmt
Contributions$1,640,538ContributionsAmt
Investment Earnings Or Losses$4,158,582InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,278,250GrantsOrScholarshipsAmt
Administrative Expenses$487,865AdministrativeExpensesAmt
End Year Balance$33,714,222EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,099,402BeginningYearBalanceAmt
Contributions$3,823,840ContributionsAmt
Investment Earnings Or Losses-$450,932InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,374,275GrantsOrScholarshipsAmt
Administrative Expenses$416,818AdministrativeExpensesAmt
End Year Balance$29,681,217EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,197,026BeginningYearBalanceAmt
Contributions$1,737,719ContributionsAmt
Investment Earnings Or Losses$5,213,322InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,630,576GrantsOrScholarshipsAmt
Administrative Expenses$418,089AdministrativeExpensesAmt
End Year Balance$28,099,402EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.70000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$114,513OtherCostOrOtherBasisAmt
Depreciation$57,497DepreciationAmt
Book Value$57,016BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$57,016TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescANNUITIES PAYABLEDesc
Amt$512,911Amt
FieldValueIRS element (for citing)
Total Liability$512,911TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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:PERMANENT ENDOWMENT FUNDS ARE INVESTED AND THE EARNINGS ARE USED FOR GRANTS AND COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. TERM ENDOWMENTS ARE ALSO INVESTED AND THE PRINCIPAL AND EARNINGS ARE USED FOR GRANTS, COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (61 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ANCILLA SYSTEMS
1419 SOUTH LAKE PARK AVEHOBARTIN46342270296707501(C)(3)$61,476TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BEAD TOWN
1036 GENERAL TAYLOR STNEW ORLEANSLA70115464917197501(C)(3)$17,300TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BEST BUDDIES INDIANA
8604 ALLISONVILLE RD STE 165INDIANAPOLISIN46250521614576501(C)(3)$5,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BIG BROTHERS-BIG SISTERS
560 W LAKE ST FL 5CHICAGOIL60661362681212501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CALUMET COLLEGE OF ST JOSEPH
2400 NEW YORK AVENUEWHITINGIN46394351087173501(C)(3)$21,041TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC
940 BROADWAYGARYIN46402351122204501(C)(3)$11,175TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CATHOLIC DIOCESE OF GARY
9292 BROADWAYMERRILLVILLEIN46410351122204501(C)(3)$11,813TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CEDAR LAKE BOYS AND GIRLS CLUB
13000 FAIRBANKS STCEDAR LAKEIN46303350941137501(C)(3)$45,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CENTER FOR COMMUNITY PROGRESS
111 E COURT STREETDETROITMI48502270718458501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA
2300 - 173RD AVENUEHAMMONDIN46323351995603501(C)(3)$67,125TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CHICAGOLAND IMMIGRANT WELCOME NETWORK
PO BOX 3393MUNSTERIN46321465302104501(C)(3)$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
COMMUNITIES IN SCHOOLS OF EAST CHICAGO INCORPORATED
100 W CHICAGO AVE STE GEAST CHICAGOIL46312431645180501(C)(3)$6,624TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CROWN POINT COMMUNITY FOUNDATION
PO BOX 522CROWN POINTIN46308310247014501(C)(3)$600,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
DYER COMMUNITY FOUNDATION
425 JOLIET ST STE 311DYERIN46311461434808501(C)(3)$5,985TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
EARLY LEARNING PARTNERSHIP OF NORTHWEST INDIANA
6530 NEW HAMPSHIRE AVENUEHAMMONDIN46323352109773501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FIRST UNITED LUTHERAN CHURCH
6705 HOHMAN AVEHAMMONDIN463241407501(C)(3)$50,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FOOD BANK OF NORTHWEST INDIANA INC
2248 W 35TH AVEGARYIN46408351528285501(C)(3)$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FRACTURED ATLAS
248 W 35TH ST FL 10THNEW YORKNY10001113451703501(C)(3)$7,500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FRANCISCAN ALLIANCE FOUNDATION INC
2050 N MAIN ST STE ACROWN POINTIN46307351955283501(C)(3)$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
GARY LIFE EDUCATION INITIATIVE INCORPORATED
320 ROOSEVELT STREETGARYIN46404450581689501(C)(3)$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HABITAT FOR HUMANITY OF NORTHWEST INDIANA INC
6114 W RIDGE RDGARYIN46408561525939501(C)(3)$113,400TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND COMMUNITY CORPORATION
649 CONKEY STHAMMONDIN46324463368354501(C)(3)$59,486TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND PUBLIC LIBRARY
564 STATE STREETHAMMONDIN46320471982796501(C)(3)$16,508TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND YOUTH GOLF ACADEMY
901 E 129TH STHAMMONDIN46320204514968501(C)(3)$57,300TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HIGHLAND COMMUNITY FOUNDATION INC
PO BOX 1783HIGHLANDIN46322611693544501(C)(3)$9,126TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HOBART COMMUNITY FOUNDATION
1001 LILLIAN STHOBARTIN46342501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HOBART FAMILY YMCA
601 W 40TH PLHOBARTIN46342351382817501(C)(3)$14,581TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HOBART FOOD PANTRY
PO BOX 394HOBARTIN46342351757175501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HUMAN SOCIETY CALUMET AREA INC
8149 KENNEDY AVEHIGHLANDIN46322350895837501(C)(3)$13,314TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
INDIANA UNIVERSITY ART MUSEUM
1133 EAST 7TH STREETBLOOMINGTONIN47405356018940501(C)(3)$6,672TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
INDIANA UNIVERSITY VARSITY CLUB
PO BOX 500BLOOMINGTONIN47402356018940501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LA LUMIERE SCHOOL INC
PO BOX 5005LA PORTEIN46352501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LAKE AREA UNITED WAY
221 WEST RIDGE ROADGRIFFITHIN46319237170019501(C)(3)$7,843TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LAKE COUNTY PUBLIC LIBRARY
1919 W 81ST AVEMERRILLVILLEIN46410356006653501(C)(3)$9,450TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MAKE-A-WISH
4742 NORTH 24TH STREETPHOENIXAZ85016860481941501(C)(3)$8,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MAYO CLINIC FOUNDATION
200 FIRST ST SWROCHESTERMN55905411506440501(C)(3)$9,450TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MEALS ON WHEELS OF NORTHWEST INDIANA INC
8446 VIRGINIA STREETMERRILLVILLEIN46410311168281501(C)(3)$185,525TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MERRILLVILLE EDUCATION FOUNDATION
PO BOX 14475MERRILLVILLEIN46411352170844501(C)(3)$5,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MILLER BEACH ARTS & CREATIVE DISTRICT
PO BOX 2405GARYIN46403452182448501(C)(3)$11,148TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MILLER COMMUNITY FUND INC
PO BOX 2817GARYIN46403300317277501(C)(3)$5,077TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
NORTHWEST INDIANA VETERANS ACTION COUNCIL
2400 NEW YORK AVENUEWHITINGIN46394351087173501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
NWI VOLUNTEER LAWYERS INC
PO BOX 427HOBARTIN46342352127740501(C)(3)$5,217TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
ONE REGION
601 45TH AVMUNSTERIN46321352117392501(C)(3)$5,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
PLANTING POSSIBILITIES
1152 BLUEBIRD LANEMUNSTEIN46321273692983501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
PURDUE CALUMET ATHLETIC SCHOLARSHIP FUND
2300 173RD STHAMMONDIN46323501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
PURDUE UNIVERSITY CALUMET
2200 169TH STHAMMONDIN46323356002041501(C)(3)$6,810TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
RIDGE UNITED METHODIST CHURCH
8607 COLUMBIAMUNSTERIN46321351076493501(C)(3)$5,810TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SALVATION ARMY
8225 COLUMBIA AVENUEMUNSTERIN46321362167910501(C)(3)$5,864TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SHIRLEY HEINZE LAND TR INC
109 W 700 NVALPARAISOIN46385352153969501(C)(3)$6,291TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOJOURNER TRUTH HOUSE
410 W 13TH AVENUEGARYIN46407270296707501(C)(3)$15,250TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTH SHORE ARTS INC
1040 RIDGE ROADMUNSTERIN46321237049722501(C)(3)$130,564TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTH SHORE LEADERSHIP CENTER INC
410 LINCOLNWAYVALPARAISOIN46383351580689501(C)(3)$9,665TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
ST ANTHONY MEDICAL CENTER INC
1201 S MAIN STCROWN POINTIN46307351330472501(C)(3)$8,232TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TRADEWINDS SERVICES INC
3198 E 83RD PLACEMERRILLVILLEIN46410351139485501(C)(3)$23,112TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TRINITY LUTHERAN SCHOOL
891 SOUTH LINDA STREETHOBARTIN46342501(C)(3)$10,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
YMCA OF HAMMOND AREA
201 N GRIFFITH BLVDGRIFFITHIN46319351369437501(C)(3)$19,052TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TREASURER OF THE STATE OF INDIANA
402 WEST WASHINGTON STINDIANAPOLISIN46202356000158GOV$155,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TRI-CREEK HOUSEHOLD PANTRY
520 EAST COMMERCIAL AVENUELOWELLIN46356351139382501(C)(3)$5,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
URBAN LEAGUE OF NORTHWEST INDIANA INC
3101 BROADWAYGARYIN46409351178594501(C)(3)$5,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
VOICES AGAINST BRAIN CANCE
1375 BROADWAY 3RD FLOORNEW YORKIN10018202872778501(C)(3)$5,000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
YWCA OF GARY
150 W 15TH AVEGARYIN46407350868221501(C)(3)$21,025TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FieldValueIRS element (for citing)
Total501c3 Org61Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient151RecipientCnt
Cash Grant$175,400CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROGRAM 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT 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 15COMPENSATION 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 19THE 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:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 11,060. DEFERRED REV 238,439.
FORM 990, PART XII, LINE 2CTHE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.

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