2015-02-06T15:52:36-06:00 2014-06-30 351178661 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2013-07-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 1000 E 80TH PLACE NO 402 N MERRILLVILLE IN 46410 CAROLYN SAXTON PRESIDENT 2197361880 2015-01-21 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2015-01-21 2013 2016-02-25 16:41:14Z CAROLYN SAXTON 1000 E 80TH PLACE NO 402 N MERRILLVILLE IN 46410 47198739 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. 21 21 8 70 0 0 2116606 2481039 0 0 8998083 2584809 500 1603 11115189 5067451 1953060 5100150 0 0 414507 238686 0 0 251340 424351 777181 2791918 6116017 8323271 -1048566 46819671 50103420 12728875 11272645 34090796 38830775 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 5488583 5100150 1603 LEGACY FOUNDATION PROVIDED TOTAL GRANTS IN 2014 EXCEEDING $2,300,000. 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 164 INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS FOR A TOTAL OF $429,731. 5488583 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 18 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 AMY HAN DIRECTOR 1.00 X 0 0 0 MARGOT CLARK DIRECTOR 1.00 X 0 0 0 DAVE AUSTGEN DIRECTOR 1.00 X 0 0 0 HOWARD COHEN SECRETARY 1.00 X X 0 0 0 DANETTE GARZA DIRECTOR 1.00 X 0 0 0 MATTHEW H GLAROS DIRECTOR 1.00 X 0 0 0 CAROL HIGHSMITH DIRECTOR 1.00 X 0 0 0 ROBERT JOHNSON VICE-CHAIR 1.00 X X 0 0 0 TOM KEILMAN DIRECTOR 1.00 X 0 0 0 JANET MORAN DIRECTOR 1.00 X 0 0 0 MARTIE RIVAS-RAMOS DIRECTOR 1.00 X 0 0 0 DAVE RYAN DIRECTOR 1.00 X 0 0 0 SANDRA SNEARLY-VOSBERG TREASURER 1.00 X X 0 0 0 MICHAEL SUGGS DIRECTOR 1.00 X 0 0 0 J BRIAN HITTINGER DIRECTOR 1.00 X 0 0 0 DEBRA HOWE DIRECTOR 1.00 X 0 0 0 SHAR MILLER DIRECTOR 1.00 X 0 0 0 DANA RIFAI DIRECTOR 1.00 X 0 0 0 ALEXIS VAZQUEZ DEDELOW DIRECTOR 1.00 X 0 0 0 CHRISTOPHER WHITE DIRECTOR 1.00 X 0 0 0 HARRY VANDE VELDE III PRESIDENT (PART YEAR) 40.00 X 107836 0 18202 CAROLYN SAXTON PRESIDENT (PART YEAR) 40.00 X 0 0 0 107836 0 18202 1 0 0 0 0 2481039 2481039 1061724 1061724 42782884 871489 42131288 0 651596 871489 1523085 1523085 MISCELLANEOUS REVENUE 900099 1103 1103 ADMINISTRATIVE INCOME 561000 500 500 1603 5067451 1603 0 2584809 4670419 4670419 429731 429731 51601 20640 12901 18060 147020 58808 36755 51457 2624 1051 656 917 20727 8291 5182 7254 16714 6686 4178 5850 12750 4207 4335 4208 151248 151248 271214 89498 90032 91684 9100 9100 25970 7698 10265 8007 30529 10074 10380 10075 63717 9563 31854 22300 5965 1967 2028 1970 3132 1035 1065 1032 16629 4156 8315 4158 5162 1703 1755 1704 PROGRAM EXPENSES 159461 159461 DUES AND SUBSCRIPTIONS 9489 3132 3226 3131 SPECIAL EVENTS 7843 0 0 7843 MISCELLANEOUS 2068 104 1550 414 2904 359 369 2176 6116017 5488583 376094 251340 42669 363923 1396014 1243662 1895 25203 7276 119211 64617 60367 54594 45318726 48408762 46819671 50103420 15905 31065 26198 82609 12082300 10578087 604472 580884 12728875 11272645 X 56887 285924 23702718 27401033 10331191 11143818 34090796 38830775 46819671 50103420 X -1048566 4318715 1469830 X X 0 1 X 1 0 X 4189359 2670560 4934200 2116606 2481039 16391764 4189359 2670560 4934200 2116606 2481039 16391764 7290602 9101162 1027621 1151208 1104556 1542654 1061724 5887763 19652 13315 25485 500 1603 60555 22340082 0.40740 0.49720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56 878228 449309 8659084 1 1 0 1 X 33714222 2171881 5014615 1805193 538178 38557347 29681217 1640538 4158582 1278250 487865 33714222 28099402 3823840 -450932 1374275 416818 29681217 23197026 1737719 5213322 1630576 418089 28099402 23738213 2192474 -659571 1724034 350056 23197026 0.29000 0.71000 0 0 119211 64617 54594 54594 ANNUITIES PAYABLE 580884 580884 X 7742243 4318715 503795 4822510 2919733 151248 1996470 2147718 5067451 3002264 538178 538178 2464086 151248 3500683 3651931 6116017 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. PART X, LINE 2: THE LEGACY FOUNDATION, INC. 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 FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION 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 JUNE 30, 2014 AND 2013, 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 FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION 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 538,178. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -34,383. PART XI, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 1,996,470. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 538,178. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 3,500,683. 1 ANCILLA SYSTEMS 1419 SOUTH LAKE PARK AVE HOBART IN 46342 501(C)(3) 117841 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOY SCOUTS OF AMERICA-CALUMET COUNCIL 8751 CALUMET AVENUE MUNSTER IN 46321 501(C)(3) 16780 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUBS OF NWI 839 BROADWAY 3RD FLOOR GARY IN 46402 501(C)(3) 37275 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVENUE WHITING IN 46394 501(C)(3) 56174 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CAMPAGNA ACADEMY INC 7403 CLINE AVENUE SCHERERVILLE IN 46375 501(C)(3) 12500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CARNEGIE ARTS CENTER 3616 ELM STREET EAST CHICAGO IN 46312 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC 940 BROADWAY GARY IN 46402 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC DIOCESE OF GARY 9292 BROADWAY MERRILLVILLE IN 46410 501(C)(3) 5689 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC FOUNDATION FOR NORTHWEST INDIANA 9292 BROADWAY MERRILLVILLE IN 46410 501(C)(3) 450159 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CENTER FOR POSSIBILITIES 22 TYLER AVENUE HOBART IN 46342 501(C)(3) 10500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA 2300 - 173RD AVENUE HAMMOND IN 46323 501(C)(3) 18167 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHICAGO LAWYERS COMMITTEE FOR CIVIL RIGHTS INC 100 N LASALLE CHICAGO IL 60602 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHILD AND PET RELIEF FUND INC 3705 W 1121ST AVE CROWN POINT IN 46307 501(C)(3) 6000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHORUS ANGELORUM INC PO BOX 421 WHITING IN 46394 501(C)(3) 6000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DELTA INSTITUTE 35 E WACKER DRIVE CHICAGO IN 60601 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DO GOOD PRODUCTIONS 1304 GREENWOOD AVENUE DYER IN 46311 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DUNELAND EDUCATIONAL FOUNDATION PO BOX 596 CHESTERTON IN 46304 501(C)(3) 6500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EARLY LEARNING PARTNERSHIP OF NORTHWEST INDIANA 6530 NEW HAMPSHIRE AVENUE HAMMOND IN 46323 501(C)(3) 12500 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 FOR GOODNESS SAKE PRODUCTIONS LLC 530 N STATE RD 149 VALPARAISO IN 46385 501(C)(3) 8259 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FOREST RIDGE ACADEMY INC 7300 FOREST RIDGE DR SCHERERVILLE IN 46375 501(C)(3) 7500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRANCISCAN COMMUNITIESST ANTHONY CAMPUS 203 FRANCISCAN DR CROWN POINT IN 46307 501(C)(3) 31899 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GARY LIFE EDUCATION INITIATIVE INCORPORATED 320 ROOSEVELT STREET GARY IN 46404 501(C)(3) 15000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GIVING BACKPACK FOUNDATION 7045 WALLACE ST MERRILLVILLE IN 46410 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF NORTHWEST INDIANA INC 6114 W RIDGE RD GARY IN 46408 501(C)(3) 35000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND COMMUNITY CORPORATION 649 CONKEY ST HAMMOND IN 46324 501(C)(3) 63427 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND EDUCATION FOUNDATION INC 41 WILLIAMS STREET HAMMOND IN 46320 501(C)(3) 12000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND PUBLIC LIBRARY 564 STATE STREET HAMMOND IN 46320 501(C)(3) 24257 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HEINZE LAND TRUST INC 444 BARKER ROAD MICHIGAN CITY IN 46360 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HIGHLAND COMMUNITY FOUNDATION INC PO BOX 1783 HIGHLAND IN 46322 501(C)(3) 38419 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HIGHLAND PARKS & RECREATION DEPARTMENT 2450 LINCOLN STREET HIGHLAND IN 46322 501(C)(3) 11719 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 HONOR FLIGHT CHICAGO 938 W MONTANA ST CHICAGO IL 60614 501(C)(3) 8000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOSPICE OF THE CALUMET AREA INC 600 SUPERIOR AVENUE MUNSTER IN 46321 501(C)(3) 8339 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT 202 E MARKET STREET INDIANAPOLIS IN 46204 501(C)(3) 70000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA DUNES ENVIRONMENTAL LEARNING CENTER INC 700 HOWE RD CHESTERTON IN 46304 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA PARENTING INSTITUTE INC P O BOX 14226 MERRILLVILLE IN 46411 501(C)(3) 24975 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY BLOOMINGTON OFFICE OF THE BURSAR - POPLARS BUILDING BLOOMINGTON IN 47405 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA WOMEN IN NEED FOUNDATION INC 6507 CARROLLTON AVENUE INDIANAPOLIS IN 46220 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INTERNATIONAL INSTITUTE LACASA INC 4506 TOD AVENUE EAST CHICAGO IN 46312 501(C)(3) 14783 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION KIBBLE KITCHEN PET PANTRY INC PO BOX 1013 PORTAGE IN 46368 501(C)(3) 5500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION KIDS AGAINST HUNGER-GREENWOOD 5230 PARK EMERSON DR INDIANAPOLIS IN 46203 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE AREA UNITED WAY 221 WEST RIDGE ROAD GRIFFITH IN 46319 501(C)(3) 15057 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LINDEN HOUSE OF HOBART INC 360 WEST 61ST AVENUE HOBART IN 46342 501(C)(3) 12618 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARIA REINER CENTER (CITY OF HOBART) 705 EAST 4TH STREET HOBART IN 46342 501(C)(3) 66889 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MCHENRY COUNTY UNITED WAY C/O HOME STATE BANK CRYSTAL LAKE IL 60639 501(C)(3) 14000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MEALS ON WHEELS OF NORTHWEST INDIANA INC 8446 VIRGINIA STREET MERRILLVILLE IN 46410 501(C)(3) 20000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MERRILLVILLE EDUCATION FOUNDATION PO BOX 14475 MERRILLVILLE IN 46411 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MILLER BEACH ARTS & CREATIVE DISTRICT PO BOX 2405 GARY IN 46403 501(C)(3) 36880 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHSHORE HEALTH CENTERS INC 3207 WILLOWCREEK ROAD PORTAGE IN 46368 501(C)(3) 12412 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHWEST INDIANA SYMPHONY SOCIETY INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 18000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHWEST INDIANA SYMPHONY SOCIETY INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 100000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NWI VOLUNTEER LAWYERS INC PO BOX 427 HOBART IN 46342 501(C)(3) 5193 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PLANTING POSSIBILITIES 1152 BLUEBIRD LANE MUNSTE IN 46321 501(C)(3) 24731 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RAVENSVOYAGE PRODUCTIONS 1587 NORTH 435 EAST MICHIGAN CITY IN 46360 501(C)(3) 5243 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RIDGE UNITED METHODIST CHURCH 8607 COLUMBIA MUNSTER IN 46321 501(C)(3) 8000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SALVATION ARMY 8225 COLUMBIA AVENUE MUNSTER IN 46321 501(C)(3) 9443 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHIFTING SANDS DOCUMENTARY PO BOX 707 CEDAR LAKE IN 46303 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOJOURNER TRUTH HOUSE 410 W 13TH AVENUE GARY IN 46407 501(C)(3) 49100 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE ARTS INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 136615 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST JUDE HOUSE INC 12490 MARSHALL STREET CROWN POINT IN 46307 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST ANTHONY MEDICAL CENTER INC 1201 S MAIN ST CROWN POINT IN 46307 501(C)(3) 16899 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST JOSEPH'S CARMELITE HOME 4840 GRASSELLI AVE EAST CHICAGO IN 46312 501(C)(3) 18339 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TAKE 9 1021 WESTMINSTER LANE MUNSTER IN 46321 501(C)(3) 7500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TALTREE ARBORETUM AND GARDENS FOUNDATION INC 71 N 500 W VALPARAISO IN 46385 501(C)(3) 24774 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TEMPLE ISRAEL 601 NORTH MONTGOMERY STREET GARY IN 46403 501(C)(3) 20000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE CENTER OF WORKFORCE INNOVATIONS INC 2804 BOILERMAKER COURT VALPARAISO IN 46383 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE HOOSIER ENVIRONMENTAL COUNCIL INC 3951 N MERIDIAN SUITE 100 INDIANAPOLIS IN 46208 501(C)(3) 20000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWLE COMMUNITY THEATER 5205 HOHMAN AVENUE HAMMOND IN 46320 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRADEWINDS SERVICES INC 5901 W 7TH AVE GARY IN 46406 501(C)(3) 21350 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRADEWINDS SERVICES INC 3198 E 83RD PLACE MERRILLVILLE IN 46410 501(C)(3) 23091 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 501(C)(3) 33056 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 73 SCHOLARSHIPS 164 429731 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: SFAS 136 ADJUSTMENT 1,504,213. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -34,383. FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.