LEGACY FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LEGACY FOUNDATION INC (EIN 35-1872803)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-04-03
IRS object ID
201440939349300804
Schema version
2012v2.1
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)
Timestamp2014-04-03T15:25:38-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN351178661EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1106 COMMUNITY DRAddressLine1
CitySEYMOURCity
StateINState
ZIP Code47274ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351872803EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LEGACY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLEGANameControl
Phone2197361880Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 E 80TH PLACE NO 402 NAddressLine1
CityMERRILLVILLECity
StateINState
ZIP Code46410ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLEIGH MORRISName
TitlePRESIDENTTitle
Phone2197361880Phone
Date Signed2014-03-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKANDY L WISCHMEIER CPAName
PTINP00118327PTIN
Phone8125228416Phone
Date Prepared2014-03-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLEIGH MORRISNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11000 E 80TH PLACE NO 402 NAddressLine1
CityMERRILLVILLECity
StateINState
ZIP Code46410ZIPCode
FieldValueIRS element (for citing)
Gross Receipts69792196GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.LEGACYFOUNDATIONLAKECO.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1992YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTHE LEGACY FOUNDATION, INC. WILL SEEK AND ACCEPT ENDOWMENTS FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE GRANTS FOR COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES.ActivityOrMissionDescription
Nbr Voting Members Governing Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees7TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year4934200ContributionsGrantsPriorYear
Contributions Grants Current Year2116606ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1386930InvestmentIncomePriorYear
Investment Income Current Year8998083InvestmentIncomeCurrentYear
Other Revenue Prior Year25485OtherRevenuePriorYear
Other Revenue Current Year500OtherRevenueCurrentYear
Total Revenue Prior Year6346615TotalRevenuePriorYear
Total Revenue Current Year11115189TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1702407GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1953060GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year344662SalariesEtcPriorYear
Salaries Etc Current Year414507SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year217602TotalFundrsngExpCurrentYear
Other Expense Prior Year471708OtherExpensePriorYear
Other Expenses Current Year424351OtherExpensesCurrentYear
Total Expenses Prior Year2518777TotalExpensesPriorYear
Total Expenses Current Year2791918TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3827838RevenuesLessExpensesPriorYear
Revenues Less Expenses CY8323271RevenuesLessExpensesCY
Total Assets BOY41840679TotalAssetsBOY
Total Assets EOY46819671TotalAssetsEOY
Total Liabilities BOY11680080TotalLiabilitiesBOY
Total Liabilities EOY12728875TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY30160599NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY34090796NetAssetsOrFundBalancesEOY
Mission DescriptionTHE LEGACY FOUNDATION, INC. WILL SEEK AND ACCEPT ENDOWMENTS FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE GRANTS FOR COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2249082Expense
Grants1953060Grants
Revenue500Revenue
DescriptionLEGACY FOUNDATION PROVIDED TOTAL GRANTS IN 2013 EXCEEDING $1,900,000. OPERATIONAL SUPPORT WAS PROVIDED FOR START UP AND 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 152 INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS FOR A TOTAL OF $157,023.Description
Total Program Service Expense2249082TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees7NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members20NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DEBI HOVEYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2197361880TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11000 E 80TH PLACE NO 402 NAddressLine1
CityMERRILLVILLECity
StateINState
ZIP Code46410ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
ROBERT NICKOVICH
DIRECTOR1.00X000
NANCY L CLIFFORD
CHAIR1.00X000X
AMY HAN
DIRECTOR1.00X000
MARGOT CLARK
DIRECTOR1.00X000
DAVE AUSTGEN
DIRECTOR1.00X000
HOWARD COHEN
SECRETARY1.00X000X
DANETTE GARZA
DIRECTOR1.00X000
MATTHEW H GLAROS
DIRECTOR1.00X000
CAROL HIGHSMITH
DIRECTOR1.00X000
ROBERT JOHNSON
VICE-CHAIR1.00X000X
TOM KEILMAN
DIRECTOR1.00X000
JANET MORAN
DIRECTOR1.00X000
MARTIE RIVAS-RAMOS
DIRECTOR1.00X000
DAVE RYAN
DIRECTOR1.00X000
SANDRA SNEARLY-VOSBERG
TREASURER1.00X000X
MICHAEL SUGGS
DIRECTOR1.00X000
J BRIAN HITTINGER
DIRECTOR1.00X000
DEBRA HOWE
DIRECTOR1.00X000
SHAR MILLER
DIRECTOR1.00X000
DANA RIFAI
DIRECTOR1.00X000
HARRY VANDE VELDE III
PRESIDENT40.0012451903755X
FieldValueIRS element (for citing)
Total Reportable Comp From Org124519TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation3755TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns9793FederatedCampaigns
All Other Contributions2106813AllOtherContributions
Total Contributions2116606TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1542654TotalRevenueColumn
Exclusion$1,542,654ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities66132436Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities58677007Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities7455429Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column7455429TotalRevenueColumn
Exclusion$7,455,429ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVE INCOMEDescription
Business Code561000BusinessCode
Total Revenue Column500TotalRevenueColumn
Related Or Exempt Function Income500RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue500TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column11115189TotalRevenueColumn
Related Or Exempt Function Income500RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$8,998,083ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1796037Total
Program Services1796037ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total157023Total
Program Services157023ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total133495Total
Program Services53398ProgramServices
Management And General33374ManagementAndGeneral
Fundraising46723Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total215769Total
Program Services86307ProgramServices
Management And General53942ManagementAndGeneral
Fundraising75520Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5128Total
Program Services2052ProgramServices
Management And General1282ManagementAndGeneral
Fundraising1794Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total32849Total
Program Services13140ProgramServices
Management And General8212ManagementAndGeneral
Fundraising11497Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total27266Total
Program Services10906ProgramServices
Management And General6817ManagementAndGeneral
Fundraising9543Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total540Total
Program Services81ProgramServices
Management And General378ManagementAndGeneral
Fundraising81Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total11450Total
Program Services3778ProgramServices
Management And General3893ManagementAndGeneral
Fundraising3779Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total139340Total
Management And General139340ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total34856Total
Program Services11501ProgramServices
Management And General11751ManagementAndGeneral
Fundraising11604Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total4804Total
Fundraising4804Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total24467Total
Program Services8075ProgramServices
Management And General8317ManagementAndGeneral
Fundraising8075Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9251Total
Program Services3052ProgramServices
Management And General3146ManagementAndGeneral
Fundraising3053Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total62440Total
Program Services9366ProgramServices
Management And General31220ManagementAndGeneral
Fundraising21854Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total14614Total
Program Services4822ProgramServices
Management And General4969ManagementAndGeneral
Fundraising4823Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total17114Total
Program Services5648ProgramServices
Management And General5818ManagementAndGeneral
Fundraising5648Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total14522Total
Program Services3630ProgramServices
Management And General7261ManagementAndGeneral
Fundraising3631Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total3876Total
Program Services1279ProgramServices
Management And General1318ManagementAndGeneral
Fundraising1279Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PROGRAM EXPENSES7514275142
DUES AND SUBSCRIPTIONS9016297630652975
SPECIAL EVENTS2582852878852
MISC3371725367

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2791918Total
Program Services2249082ProgramServices
Management And General325234ManagementAndGeneral
Fundraising217602Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY111799BOY
EOY42669EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1236651BOY
EOY1396014EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7037BOY
EOY1895EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis108354LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec47987LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY33308BOY
EOY60367EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY40451884BOY
EOY45318726EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY41840679BOY
EOY46819671EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY51830BOY
EOY15905EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY121609BOY
EOY26198EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY10898376BOY
EOY12082300EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY608265BOY
EOY604472EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY11680080BOY
EOY12728875EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-270987BOY
EOY-428916EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY20326370BOY
EOY23644085EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY10105216BOY
EOY10875627EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY30160599BOY
EOY34090796EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY41840679BOY
EOY46819671EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses8323271ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-3154972ReconciliationUnrealizedInvest
Reconcilation Other Changes-1238102ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1857108CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4189359CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2670560CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4934200CurrentTaxYearMinus1Year
Current Tax Year2116606CurrentTaxYear
Total15767833Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1857108CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4189359CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2670560CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4934200CurrentTaxYearMinus1Year
Current Tax Year2116606CurrentTaxYear
Total15767833Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5110833AmountsSubstContributorsTotal
Public Support Total17010657000PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years908212CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1027621CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1151208CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1104556CurrentTaxYearMinus1Year
Current Tax Year1542654CurrentTaxYear
Total5734251Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years19652CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13315CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year25485CurrentTaxYearMinus1Year
Current Tax Year500CurrentTaxYear
Total58952Total
FieldValueIRS element (for citing)
Total Support21561036TotalSupport
Public Support Pertcentage1700.49430PublicSupportPertcentage170
Public Support Pertcent Prior Year0.51210PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held33NumberDAFsHeld
Donor Advised Contributions784072DonorAdvisedContributions
Grants Paid From Donor Funds59002GrantsPaidFromDonorFunds
Aggregate DAF Value6524415AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance29681217BeginningOfYearBalance
Contributions1640538Contributions
Investment Earnings Or Losses4158673InvestmentEarningsOrLosses
Grants Or Scholarships1278341GrantsOrScholarships
Administrative Expenses487865AdministrativeExpenses
End Of Year Balance33714222EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance28099402BeginningOfYearBalance
Contributions3823840Contributions
Investment Earnings Or Losses-450932InvestmentEarningsOrLosses
Grants Or Scholarships1374275GrantsOrScholarships
Administrative Expenses416818AdministrativeExpenses
End Of Year Balance29681217EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance23197026BeginningOfYearBalance
Contributions1737719Contributions
Investment Earnings Or Losses5213322InvestmentEarningsOrLosses
Grants Or Scholarships1630576GrantsOrScholarships
Administrative Expenses418089AdministrativeExpenses
End Of Year Balance28099402EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance23738213BeginningOfYearBalance
Contributions2192474Contributions
Investment Earnings Or Losses-659571InvestmentEarningsOrLosses
Grants Or Scholarships1724034GrantsOrScholarships
Administrative Expenses350056AdministrativeExpenses
End Of Year Balance23197026EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance27780154BeginningOfYearBalance
Contributions2751115Contributions
Investment Earnings Or Losses-4564523InvestmentEarningsOrLosses
Grants Or Scholarships1915472GrantsOrScholarships
Other Expenditures313061OtherExpenditures
End Of Year Balance23738213EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.32000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.68000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis108354OtherCostOrOtherBasis
Depreciation47987Depreciation
Book Value60367BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings60367TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionANNUITIES PAYABLEDescription
Amount$604,472Amount
FieldValueIRS element (for citing)
Total Of Amounts604472TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt6274104TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-3154972NetUnrealizedGainsInvestments
Other Revenues433687OtherRevenues
Revenue Not Rptd F990-2721285RevenueNotRptdF990
Revenue Subtotal8995389RevenueSubtotal
Investment Expenses Not Included139340InvestmentExpensesNotIncluded
Other Revenues Not Included1980460OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt2119800RevenueNotRptdOnFinStmt
Total Revenue Per Form99011115189TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2343907TotExpensesEtcAuditedFinclStmt
Other Expenses Included487865OtherExpensesIncluded
Expenses Not Rptd F990487865ExpensesNotRptdF990
Expenses Subtotal1856042ExpensesSubtotal
Investment Expenses Not Included2139340InvestmentExpensesNotIncluded2
Other Expenses Not Included796536OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt935876ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902791918TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
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, 2013 AND 2012, 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.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
ADMINISTRATIVE FEES 487,865. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -54,178.PART XI, LINE 2D - OTHER ADJUSTMENTS:
SFAS 136 ADJUSTMENT 1,980,460.PART XI, LINE 4B - OTHER ADJUSTMENTS:
ADMINISTRATIVE FEES 487,865.PART XII, LINE 2D - OTHER ADJUSTMENTS:
SFAS 136 ADJUSTMENT 796,536.PART XII, LINE 4B - OTHER ADJUSTMENTS:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (87 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ACCION CHICAGO INC
1436 W RANDOLPH STREETCHICAGOIL60607501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
ANCILLA SYSTEMS
1419 SOUTH LAKE PARK AVEHOBARTIN46342501(C)(3)56737TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
ANCILLA SYSTEMS
1419 SOUTH LAKE PARK AVEHOBARTIN46342501(C)(3)54138TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BOYS & GIRLS CLUBS OF NW INDIANA
839 BROADWAY STE N303GARYIN46402501(C)(3)10907TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
BOYS & GIRLS CLUBS OF NW INDIANA
839 BROADWAY STE N303GARYIN46402501(C)(3)8694TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CALUMET COLLEGE OF ST JOSEPH
2400 NEW YORK AVEWHITINGIN46394501(C)(3)5764TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CALUMET COLLEGE OF ST JOSEPH
2400 NEW YORK AVEWHITINGIN46394501(C)(3)46198TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC
321 W 11TH STMICHIGAN CITYIN46360501(C)(3)15000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CATHOLIC DIOCESE OF GARY
9292 BROADWAYMERRILVILLEIN46410501(C)(3)23750TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CATHOLIC MEDICAL MISSION BOARD
10 W 17TH STNEW YORKNY10011501(C)(3)9500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CATHOLIC RELIEF SERVICES
209 W FAYETTE STBALTIMOREMD21201501(C)(3)9500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA
2300 173RD AVENUEHAMMONDIN46323501(C)(3)6319TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA
2300 - 173RD AVENUEHAMMONDIN46323501(C)(3)6283TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CHICAGO LAWYERS COMMITTEE FOR CIVIL RIGHTS INC
100 N LASALLECHICAGOIN60602501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
CHORUS ANGELORUM INC
PO BOX 421WHITINGIN46394501(C)(3)6500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
COLLEGE ACCELERATION NETWORK
251 FAIRFIELD DRCROWN POINTIN46307501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
COMMUNITIES IN SCHOOLS OF EAST CHICAGO INCORPORATED
100 WEST CHICAGO AVENUEEAST CHICAGOIN46312501(C)(3)14000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
DEAF SERVICES INC
6 E 67TH AVE STE 3MERRILVILLEIN46410501(C)(3)7000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
DEAF SERVICES INC
6 EAST 67TH AVENUEMERRILVILLEIN46410501(C)(3)9000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FOOD BANK OF NORTHWEST INDIANA INC
2248 W 35TH AVENUEGARYIN46408501(C)(3)25000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FRACTURED ATLAS
248 W 35TH STREETNEW YORKNY10001501(C)(3)5000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FRANCISCAN COMMUNITIESST ANTHONY CAMPUS
203 FRANCISCAN DRCROWN POINTIN46307501(C)(3)36976TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION
1055 W 175TH AVENUE - SUITE 2HOMEWOODIL60430501(C)(3)5000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HABITAT FOR HUMANITY OF NORTHWEST INDIANA INC
6114 W RIDGE ROADGARYIN46408501(C)(3)6000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND COMMUNITY CORPORATION
649 CONKEY STHAMMONDIN46324501(C)(3)6000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND COMMUNITY CORPORATION
649 CONKEY STHAMMONDIN46324501(C)(3)57177TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND EDUCATION FOUNDATION INC
41 WILLIAMS STREETHAMMONDIN46320501(C)(3)14400TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND PUBLIC LIBRARY
564 STATE STREETHAMMONDIN46320501(C)(3)20363TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND PUBLIC LIBRARY
564 STATE STREETHAMMONDIN46320501(C)(3)20919TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HAMMOND PUBLIC LIBRARY
564 STATE STREETHAMMONDIN46320501(C)(3)6550TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HOBART FAMILY YMCA
601 W 40TH PLACEHOBARTIN46342501(C)(3)11306TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HOBART FOOD PANTRY INCORPORATED
200 SOUTH HOBART ROADHOBARTIN46342501(C)(3)29500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
HOBART FOOD PANTRY INCORPORATED
200 SOUTH HOBART ROADHOBARTIN46342501(C)(3)5000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
INDIANA UNIVERSITY
509 E 3RD STREETBLOOMINGTONIN47401501(C)(3)15000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
INDIANA UNIVERSITY
509 E 3RD STBLOOMINGTONIN47401501(C)(3)5489TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
INDIANA UNIVERSITY
509 E 3RD STBLOOMINGTONIN47401501(C)(3)8698TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
INDIANA UNIVERSITY
509 E 3RD STBLOOMINGTONIN47401501(C)(3)6000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
INDIANA WOMEN IN NEED FOUNDATION INC
6507 CARROLLTON AVENUEINDIANAPOLISIN46220501(C)(3)7500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
INDIANA YOUTH INSTITUTE
603 E WASHINGTON ST STE 800INDIANAPOLISIN46204501(C)(3)30000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
KIDS AGAINST HUNGER-GREENWOOD
1001 COMMERCE PARKWAY S DRIVEGREENWOODIN46143501(C)(3)7000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LAKE AREA UNITED WAY
221 WEST RIDGE ROADGRIFFITHIN46319501(C)(3)7088TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LAKE AREA UNITED WAY
221 WEST RIDGE ROADGRIFFITHIN46319501(C)(3)7102TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LAKE COUNTY LIBRARY
1919 W 81ST AVENUEMERRILVILLEIN46410501(C)(3)19000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LAKE COURT HOUSE FOUNDATION INC
PO BOX 556CROWN POINTIN46308501(C)(3)5000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LAKE COURT HOUSE FOUNDATION INC
PO BOX 556CROWN POINTIN46308501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LEADERSHIP NORTHWEST INDIANA INC
410 E LINCOLNWAYVALPARAISOIN46383501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
LIVE LOVE LIFE
230 W HURON ST 3RD FLOORCHICAGOIN60606501(C)(3)5000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MARIA REINER CENTER (CITY OF HOBART)
705 EAST 4TH STREETHOBARTIN46342501(C)(3)61548TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MARYKNOLL SISTERS OF ST DOMINIC INC
UNKNOWN ADDRESSMARYKNOLLNY10545501(C)(3)9500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MAYO CLINIC FOUNDATION
DEPARTMENT OF DEVELOPMENTROCHESTERMN55905501(C)(3)19000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MCHENRY COUNTY UNITED WAY
PO BOX 1738CRYSTAL LAKEIL60639501(C)(3)6000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MEALS ON WHEELS OF NORTHWEST INDIANA INC
8446 VIRGINIA STREETMERRILVILLEIN46410501(C)(3)25000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MEALS ON WHEELS OF NW INDIANA INC
8446 VIRGINIA STMERRILVILLEIN46410501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MEALS ON WHEELS OF NW INDIANA INC
8446 VIRGINIA STMERRILVILLEIN46410501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
MS CHELSEA HUMBLE
2103 BECHTEL ROADINDIANAPOLISIN46260501(C)(3)6460TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
NORTHSHORE HEALTH CENTERS INC
3207 WILLOWCREEK ROADPORTAGEIN46368501(C)(3)5712TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
NORTHWEST INDIANA PUBLIC BROADCASTING INC
8625 INDIANA AVEMERRILVILLEIN46410501(C)(3)9000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
NORTHWEST INDIANA SYMPHONY ORCHESTRA
1040 RIDGE ROADMUNSTERIN46321501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
NORTHWEST INDIANA SYMPHONY SOCIETY INC
1040 RIDGE ROADMUNSTERIN46321501(C)(3)15000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
OUR FAMILY CENTER INC
820 171ST STHAMMONDIN46324501(C)(3)7500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
PARENTS AS TEACHERS OF LAKE COUNTY
6530 NEW HAMPSHIRE AVEHAMMONDIN46323501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
PETTIT ACCOUNTING & MANAGEMENT SERVICE
650 S LAKE STREETGARYIN46403501(C)(3)8250TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
POWER PAWS FOR KIDS INC AAT (ANIMAL ASSISTED THERAPY)
1443 EDGEWATER ROADCROWN POINTIN46307501(C)(3)11500TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
PURDUE FOUNDATION CALUMET
2200 - 169TH STHAMMONDIN46323501(C)(3)6153TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
PURDUE UNIVERSITY WEST LAFAYETTE SPONSORED PROGRAM SERVICES
155 S GRANT STREETWEST LAFAYETTEIN47907501(C)(3)30000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
REACH OUT AND READ INC
1200 MADISON AVENUEINDIANAPOLISIN46225501(C)(3)20000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SCHOOL CITY OF HOBART
32 EAST 7TH STREETHOBARTIN46342501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTH SHORE ARTS INC
1040 RIDGE ROADMUNSTERIN46321501(C)(3)12927TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTH SHORE ARTS INC
1040 RIDGE ROADMUNSTERIN46321501(C)(3)35000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTH SHORE ARTS INC
1040 RIDGE ROADMUNSTERIN46321501(C)(3)25000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTH SHORE ARTS INC
1040 RIDGE ROADMUNSTERIN46321501(C)(3)40000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTH SHORE ARTS INC
1040 RIDGE ROADMUNSTERIN46321501(C)(3)12790TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTH SHORE DANCE ALLIANCE INC
201 N GRIFFITH BLVDGRIFFITHIN46319501(C)(3)5000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
SOUTHLAKE YOUNG MENS CHRISTIAN ASSOCIATION INC
201 N GRIFFITH BLVDGRIFFITHIN46319501(C)(3)25000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
ST ANTHONY MEDICAL CENTER INC
1201 S MAIN STCROWN POINTIN46307501(C)(3)9839TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
ST ANTHONY MEDICAL CENTER INC
1201 S MAIN STCROWN POINTIN46307501(C)(3)9184TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TALTREE ARBORETUM AND GARDENS FOUNDATION INC
71 N 500 WVALPARAISOIN46385501(C)(3)9100TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
THE ARC NORTHWEST INDIANA INC
2650 35TH AVENUEGARYIN46408501(C)(3)17246TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
THE ARC NORTHWEST INDIANA INC
2650 35TH AVENUEGARYIN46408501(C)(3)26579TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TRADEWINDS REHABILITATION CENTER INC
5901 WEST 7TH AVENUEGARYIN46405501(C)(3)20833TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TRADEWINDS SERVICES INC
5901 W 7TH AVEGARYIN46406501(C)(3)21059TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TRADEWINDS SERVICES INC
5901 W 7TH AVEGARYIN46406501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TRINITY EV LUTHERAN CHURCH AND SCHOOL
900 LUTHER DRIVEHOBARTIN46342501(C)(3)10000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
TRUSTEES OF INDIANA UNIVERSITY ON BEHALF OF INDIANA UNIVERSITY
509 E 3RD STREETBLOOMINGTONIN47401501(C)(3)24996TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
URBAN LEAGUE OF NW INDIANA INC
3101 BROADWAYGARYIN46409501(C)(3)25000TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
YMCA OF HAMMOND AREA
201 N GRIFFITH BLVDGRIFFITHIN46319501(C)(3)8629TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
YMCA OF HAMMOND AREA
201 N GRIFFITH BLVDGRIFFITHIN46319501(C)(3)11696TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants87TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPSTypeOfGrant
Number Of Recipients152NumberOfRecipients
Amount Of Cash Grant157023AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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:SFAS 136 ADJUSTMENT -1,183,924. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -54,178.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2CTHE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.CHANGES IN PROCEDURES OF AUDIT COMMITTEE

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