2016-05-10T15:16:35-05:00 2015-06-30 351178661 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2014-07-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 1000 E 80TH PLACE NO 402 N MERRILLVILLE IN 46410 CAROLYN SAXTON PRESIDENT 2197361880 2016-05-10 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2016-05-10 2014 2016-08-17 19:52:53Z CAROLYN SAXTON 1000 E 80TH PLACE NO 402 N MERRILLVILLE IN 46410 35997066 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. 25 25 10 70 0 0 2481039 3627663 0 0 2584809 1563449 1603 20137 5067451 5211249 5100150 2765692 0 0 238686 393867 0 0 274104 777181 662186 6116017 3821745 -1048566 1389504 50103420 51298717 11272645 11522103 38830775 39776614 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 3117016 2765692 20137 LEGACY 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. 3117016 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 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 10 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 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 NANCY L CLIFFORD CHAIR 1.00 X X 0 0 0 SHAR MILLER VICE-CHAIR 1.00 X X 0 0 0 MARTIE RIVAS-RAMOS CHAIR 1.00 X X 0 0 0 ROBERT JOHNSON VICE-CHAIR 1.00 X X 0 0 0 SANDRA SNEARLY-VOSBERG TREASURER 1.00 X X 0 0 0 DANETTE GARZA CHAIR 1.00 X X 0 0 0 DEBRA HOWE VICE-CHAIR 1.00 X X 0 0 0 DAVE RYAN CHAIR 1.00 X X 0 0 0 DANA RIFAI CHAIR 1.00 X X 0 0 0 CHRISTOPHER WHITE SECRETARY 1.00 X X 0 0 0 DAVE AUSTGEN VICE-CHAIR 1.00 X X 0 0 0 MARGOT CLARK CHAIR 1.00 X X 0 0 0 AMY HAN VICE-CHAIR 1.00 X X 0 0 0 J BRIAN HITTINGER DIRECTOR 1.00 X 0 0 0 GREGORY GORDON DIRECTOR 1.00 X 0 0 0 JANET MORAN DIRECTOR 1.00 X 0 0 0 BENJAMIN BOCHNOWSKI DIRECTOR 1.00 X 0 0 0 ALEXIS VAZQUEZ DEDELOW DIRECTOR 1.00 X 0 0 0 JOHN VINZANT DIRECTOR 1.00 X 0 0 0 JILL JONES DIRECTOR 1.00 X 0 0 0 TOM KEILMAN DIRECTOR 1.00 X 0 0 0 MATTHEW H GLAROS DIRECTOR 1.00 X 0 0 0 HOWARD COHEN DIRECTOR 1.00 X 0 0 0 MICHAEL SUGGS DIRECTOR 1.00 X 0 0 0 CAROLYN SAXTON PRESIDENT 40.00 X 58457 0 3029 58457 0 3029 0 0 0 0 0 3627663 3627663 1094078 1094078 31255188 30785817 469371 469371 469371 MISCELLANEOUS REVENUE 900099 19637 19637 ADMINISTRATIVE INCOME 561000 500 500 20137 5211249 20137 0 1563449 2590292 2590292 175400 175400 108562 43426 27140 37996 238274 95309 59569 83396 3351 1340 838 1173 15087 6034 3772 5281 28593 11437 7148 10008 12100 3993 4114 3993 222273 222273 73058 24108 24305 24645 899 899 31930 10536 10857 10537 36657 12096 12464 12097 61335 9200 30668 21467 16240 5359 5522 5359 42729 6695 6898 29136 16301 4075 8151 4075 986 326 335 325 PROGRAM EXPENSES 113396 113396 SPECIAL EVENTS 17239 17239 DUES AND SUBSCRIPTIONS 11575 3819 3936 3820 MISCELLANEOUS 3513 175 2635 703 1955 1955 3821745 3117016 430625 274104 363923 200516 1243662 3301273 25203 0 7276 11209 114513 57497 54594 57016 48408762 47728703 50103420 51298717 31065 1377 82609 124942 304786 10578087 10578087 580884 512911 11272645 11522103 X 285924 694419 27401033 27593366 11143818 11488829 38830775 39776614 50103420 51298717 X 1389504 -693164 249499 X X 0 0 0 X 2670560 4934200 2116606 2481039 3627663 15830068 2670560 4934200 2116606 2481039 3627663 15830068 6795563 9034505 1151208 1104556 1542654 1061724 1094078 5954220 13315 25485 500 1603 20137 61040 21845328 0.41360 0.40740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63 513737 315268 8714891 1 1 0 1 X 38557347 4357454 663991 2765692 761449 556960 39494691 33714222 2171881 5014615 1805193 538178 38557347 29681217 1640538 4158582 1278250 487865 33714222 28099402 3823840 -450932 1374275 416818 29681217 23197026 1737719 5213322 1630576 418089 28099402 0.01000 0.29000 0.70000 0 0 114513 57497 57016 57016 ANNUITIES PAYABLE 512911 512911 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. 1 ANCILLA SYSTEMS 1419 SOUTH LAKE PARK AVE HOBART IN 46342 270296707 501(C)(3) 61476 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BEAD TOWN 1036 GENERAL TAYLOR ST NEW ORLEANS LA 70115 464917197 501(C)(3) 17300 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BEST BUDDIES INDIANA 8604 ALLISONVILLE RD STE 165 INDIANAPOLIS IN 46250 521614576 501(C)(3) 5000 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) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVENUE WHITING IN 46394 351087173 501(C)(3) 21041 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) 11175 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC DIOCESE OF GARY 9292 BROADWAY MERRILLVILLE IN 46410 351122204 501(C)(3) 11813 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CEDAR LAKE BOYS AND GIRLS CLUB 13000 FAIRBANKS ST CEDAR LAKE IN 46303 350941137 501(C)(3) 45000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CENTER FOR COMMUNITY PROGRESS 111 E COURT STREET DETROIT MI 48502 270718458 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA 2300 - 173RD AVENUE HAMMOND IN 46323 351995603 501(C)(3) 67125 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHICAGOLAND IMMIGRANT WELCOME NETWORK PO BOX 3393 MUNSTER IN 46321 465302104 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITIES IN SCHOOLS OF EAST CHICAGO INCORPORATED 100 W CHICAGO AVE STE G EAST CHICAGO IL 46312 431645180 501(C)(3) 6624 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CROWN POINT COMMUNITY FOUNDATION PO BOX 522 CROWN POINT IN 46308 310247014 501(C)(3) 600000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DYER COMMUNITY FOUNDATION 425 JOLIET ST STE 311 DYER IN 46311 461434808 501(C)(3) 5985 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EARLY LEARNING PARTNERSHIP OF NORTHWEST INDIANA 6530 NEW HAMPSHIRE AVENUE HAMMOND IN 46323 352109773 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FIRST UNITED LUTHERAN CHURCH 6705 HOHMAN AVE HAMMOND IN 463241407 501(C)(3) 50000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FOOD BANK OF NORTHWEST INDIANA INC 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 FL 10TH NEW YORK NY 10001 113451703 501(C)(3) 7500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRANCISCAN ALLIANCE FOUNDATION INC 2050 N MAIN ST STE A CROWN POINT IN 46307 351955283 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GARY LIFE EDUCATION INITIATIVE INCORPORATED 320 ROOSEVELT STREET GARY IN 46404 450581689 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF NORTHWEST INDIANA INC 6114 W RIDGE RD GARY IN 46408 561525939 501(C)(3) 113400 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND COMMUNITY CORPORATION 649 CONKEY ST HAMMOND IN 46324 463368354 501(C)(3) 59486 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND PUBLIC LIBRARY 564 STATE STREET HAMMOND IN 46320 471982796 501(C)(3) 16508 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND YOUTH GOLF ACADEMY 901 E 129TH ST HAMMOND IN 46320 204514968 501(C)(3) 57300 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HIGHLAND COMMUNITY FOUNDATION INC PO BOX 1783 HIGHLAND IN 46322 611693544 501(C)(3) 9126 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOBART COMMUNITY FOUNDATION 1001 LILLIAN ST HOBART IN 46342 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOBART FAMILY YMCA 601 W 40TH PL HOBART IN 46342 351382817 501(C)(3) 14581 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOBART FOOD PANTRY PO BOX 394 HOBART IN 46342 351757175 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HUMAN SOCIETY CALUMET AREA INC 8149 KENNEDY AVE HIGHLAND IN 46322 350895837 501(C)(3) 13314 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY ART MUSEUM 1133 EAST 7TH STREET BLOOMINGTON IN 47405 356018940 501(C)(3) 6672 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY VARSITY CLUB PO BOX 500 BLOOMINGTON IN 47402 356018940 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LA LUMIERE SCHOOL INC PO BOX 5005 LA PORTE IN 46352 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE AREA UNITED WAY 221 WEST RIDGE ROAD GRIFFITH IN 46319 237170019 501(C)(3) 7843 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE COUNTY PUBLIC LIBRARY 1919 W 81ST AVE MERRILLVILLE IN 46410 356006653 501(C)(3) 9450 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MAKE-A-WISH 4742 NORTH 24TH STREET PHOENIX AZ 85016 860481941 501(C)(3) 8000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MAYO CLINIC FOUNDATION 200 FIRST ST SW ROCHESTER MN 55905 411506440 501(C)(3) 9450 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) 185525 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MERRILLVILLE EDUCATION FOUNDATION PO BOX 14475 MERRILLVILLE IN 46411 352170844 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MILLER BEACH ARTS & CREATIVE DISTRICT PO BOX 2405 GARY IN 46403 452182448 501(C)(3) 11148 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MILLER COMMUNITY FUND INC PO BOX 2817 GARY IN 46403 300317277 501(C)(3) 5077 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHWEST INDIANA VETERANS ACTION COUNCIL 2400 NEW YORK AVENUE WHITING IN 46394 351087173 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NWI VOLUNTEER LAWYERS INC PO BOX 427 HOBART IN 46342 352127740 501(C)(3) 5217 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ONE REGION 601 45TH AV MUNSTER IN 46321 352117392 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PLANTING POSSIBILITIES 1152 BLUEBIRD LANE MUNSTE IN 46321 273692983 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PURDUE CALUMET ATHLETIC SCHOLARSHIP FUND 2300 173RD ST HAMMOND IN 46323 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PURDUE UNIVERSITY CALUMET 2200 169TH ST HAMMOND IN 46323 356002041 501(C)(3) 6810 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RIDGE UNITED METHODIST CHURCH 8607 COLUMBIA MUNSTER IN 46321 351076493 501(C)(3) 5810 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY 8225 COLUMBIA AVENUE MUNSTER IN 46321 362167910 501(C)(3) 5864 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHIRLEY HEINZE LAND TR INC 109 W 700 N VALPARAISO IN 46385 352153969 501(C)(3) 6291 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOJOURNER TRUTH HOUSE 410 W 13TH AVENUE GARY IN 46407 270296707 501(C)(3) 15250 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE ARTS INC 1040 RIDGE ROAD MUNSTER IN 46321 237049722 501(C)(3) 130564 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE LEADERSHIP CENTER INC 410 LINCOLNWAY VALPARAISO IN 46383 351580689 501(C)(3) 9665 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) 8232 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRADEWINDS SERVICES INC 3198 E 83RD PLACE MERRILLVILLE IN 46410 351139485 501(C)(3) 23112 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRINITY LUTHERAN SCHOOL 891 SOUTH LINDA STREET HOBART IN 46342 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YMCA OF HAMMOND AREA 201 N GRIFFITH BLVD GRIFFITH IN 46319 351369437 501(C)(3) 19052 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TREASURER OF THE STATE OF INDIANA 402 WEST WASHINGTON ST INDIANAPOLIS IN 46202 356000158 GOV 155000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRI-CREEK HOUSEHOLD PANTRY 520 EAST COMMERCIAL AVENUE LOWELL IN 46356 351139382 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION URBAN LEAGUE OF NORTHWEST INDIANA INC 3101 BROADWAY GARY IN 46409 351178594 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION VOICES AGAINST BRAIN CANCE 1375 BROADWAY 3RD FLOOR NEW YORK IN 10018 202872778 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YWCA OF GARY 150 W 15TH AVE GARY IN 46407 350868221 501(C)(3) 21025 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 61 SCHOLARSHIPS 151 175400 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 11 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: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 11,060. DEFERRED REV 238,439. FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.