2014-04-03T15:25:38-05:00 2013-06-30 351178661 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2012-07-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 1000 E 80TH PLACE NO 402 N MERRILLVILLE IN 46410 LEIGH MORRIS 2197361880 2014-03-11 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2014-03-11 2012 2015-11-30 17:44:51Z LEIGH MORRIS 1000 E 80TH PLACE NO 402 N MERRILLVILLE IN 46410 69792196 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. 20 20 7 100 0 0 4934200 2116606 0 0 1386930 8998083 25485 500 6346615 11115189 1702407 1953060 0 0 344662 414507 0 0 217602 471708 424351 2518777 2791918 3827838 8323271 41840679 46819671 11680080 12728875 30160599 34090796 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 2249082 1953060 500 LEGACY 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. 2249082 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 0 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X DEBI HOVEY 2197361880 1000 E 80TH PLACE NO 402 N MERRILLVILLE IN 46410 ROBERT NICKOVICH 1.00 X 0 0 0 NANCY L CLIFFORD 1.00 X X 0 0 0 AMY HAN 1.00 X 0 0 0 MARGOT CLARK 1.00 X 0 0 0 DAVE AUSTGEN 1.00 X 0 0 0 HOWARD COHEN 1.00 X X 0 0 0 DANETTE GARZA 1.00 X 0 0 0 MATTHEW H GLAROS 1.00 X 0 0 0 CAROL HIGHSMITH 1.00 X 0 0 0 ROBERT JOHNSON 1.00 X X 0 0 0 TOM KEILMAN 1.00 X 0 0 0 JANET MORAN 1.00 X 0 0 0 MARTIE RIVAS-RAMOS 1.00 X 0 0 0 DAVE RYAN 1.00 X 0 0 0 SANDRA SNEARLY-VOSBERG 1.00 X X 0 0 0 MICHAEL SUGGS 1.00 X 0 0 0 J BRIAN HITTINGER 1.00 X 0 0 0 DEBRA HOWE 1.00 X 0 0 0 SHAR MILLER 1.00 X 0 0 0 DANA RIFAI 1.00 X 0 0 0 HARRY VANDE VELDE III 40.00 X 124519 0 3755 124519 0 3755 1 0 0 0 0 9793 2106813 2116606 1542654 1542654 66132436 58677007 7455429 7455429 7455429 ADMINISTRATIVE INCOME 561000 500 500 500 11115189 500 0 8998083 1796037 1796037 157023 157023 133495 53398 33374 46723 215769 86307 53942 75520 5128 2052 1282 1794 32849 13140 8212 11497 27266 10906 6817 9543 540 81 378 81 11450 3778 3893 3779 139340 139340 34856 11501 11751 11604 4804 4804 24467 8075 8317 8075 9251 3052 3146 3053 62440 9366 31220 21854 14614 4822 4969 4823 17114 5648 5818 5648 14522 3630 7261 3631 3876 1279 1318 1279 PROGRAM EXPENSES 75142 75142 DUES AND SUBSCRIPTIONS 9016 2976 3065 2975 SPECIAL EVENTS 2582 852 878 852 MISC 337 17 253 67 2791918 2249082 325234 217602 111799 42669 1236651 1396014 7037 1895 108354 47987 33308 60367 40451884 45318726 41840679 46819671 51830 15905 121609 26198 10898376 12082300 608265 604472 11680080 12728875 X -270987 -428916 20326370 23644085 10105216 10875627 30160599 34090796 41840679 46819671 X 8323271 -3154972 -1238102 X X 0 1 X 1 0 X 1857108 4189359 2670560 4934200 2116606 15767833 1857108 4189359 2670560 4934200 2116606 15767833 5110833 10657000 908212 1027621 1151208 1104556 1542654 5734251 19652 13315 25485 500 58952 21561036 0.49430 0.51210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33 784072 59002 6524415 1 1 0 1 X 29681217 1640538 4158673 1278341 487865 33714222 28099402 3823840 -450932 1374275 416818 29681217 23197026 1737719 5213322 1630576 418089 28099402 23738213 2192474 -659571 1724034 350056 23197026 27780154 2751115 -4564523 1915472 313061 23738213 0.32000 0.68000 0 0 108354 47987 60367 60367 ANNUITIES PAYABLE 604472 604472 X 6274104 -3154972 433687 -2721285 8995389 139340 1980460 2119800 11115189 2343907 487865 487865 1856042 139340 796536 935876 2791918 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 487,865. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -54,178. PART XI, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 1,980,460. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 487,865. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 796,536. 1 ACCION CHICAGO INC 1436 W RANDOLPH STREET CHICAGO IL 60607 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ANCILLA SYSTEMS 1419 SOUTH LAKE PARK AVE HOBART IN 46342 501(C)(3) 56737 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ANCILLA SYSTEMS 1419 SOUTH LAKE PARK AVE HOBART IN 46342 501(C)(3) 54138 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUBS OF NW INDIANA 839 BROADWAY STE N303 GARY IN 46402 501(C)(3) 10907 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUBS OF NW INDIANA 839 BROADWAY STE N303 GARY IN 46402 501(C)(3) 8694 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 501(C)(3) 5764 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 501(C)(3) 46198 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC CHARITIES OF THE DIOCESE OF GARY INC 321 W 11TH ST MICHIGAN CITY IN 46360 501(C)(3) 15000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC DIOCESE OF GARY 9292 BROADWAY MERRILVILLE IN 46410 501(C)(3) 23750 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC MEDICAL MISSION BOARD 10 W 17TH ST NEW YORK NY 10011 501(C)(3) 9500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CATHOLIC RELIEF SERVICES 209 W FAYETTE ST BALTIMORE MD 21201 501(C)(3) 9500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA 2300 173RD AVENUE HAMMOND IN 46323 501(C)(3) 6319 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA 2300 - 173RD AVENUE HAMMOND IN 46323 501(C)(3) 6283 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHICAGO LAWYERS COMMITTEE FOR CIVIL RIGHTS INC 100 N LASALLE CHICAGO IN 60602 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHORUS ANGELORUM INC PO BOX 421 WHITING IN 46394 501(C)(3) 6500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COLLEGE ACCELERATION NETWORK 251 FAIRFIELD DR CROWN POINT IN 46307 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITIES IN SCHOOLS OF EAST CHICAGO INCORPORATED 100 WEST CHICAGO AVENUE EAST CHICAGO IN 46312 501(C)(3) 14000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DEAF SERVICES INC 6 E 67TH AVE STE 3 MERRILVILLE IN 46410 501(C)(3) 7000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DEAF SERVICES INC 6 EAST 67TH AVENUE MERRILVILLE IN 46410 501(C)(3) 9000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FOOD BANK OF NORTHWEST INDIANA INC 2248 W 35TH AVENUE GARY IN 46408 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRACTURED ATLAS 248 W 35TH STREET NEW YORK NY 10001 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRANCISCAN COMMUNITIESST ANTHONY CAMPUS 203 FRANCISCAN DR CROWN POINT IN 46307 501(C)(3) 36976 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION 1055 W 175TH AVENUE - SUITE 2 HOMEWOOD IL 60430 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HABITAT FOR HUMANITY OF NORTHWEST INDIANA INC 6114 W RIDGE ROAD GARY IN 46408 501(C)(3) 6000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND COMMUNITY CORPORATION 649 CONKEY ST HAMMOND IN 46324 501(C)(3) 6000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND COMMUNITY CORPORATION 649 CONKEY ST HAMMOND IN 46324 501(C)(3) 57177 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND EDUCATION FOUNDATION INC 41 WILLIAMS STREET HAMMOND IN 46320 501(C)(3) 14400 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND PUBLIC LIBRARY 564 STATE STREET HAMMOND IN 46320 501(C)(3) 20363 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND PUBLIC LIBRARY 564 STATE STREET HAMMOND IN 46320 501(C)(3) 20919 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HAMMOND PUBLIC LIBRARY 564 STATE STREET HAMMOND IN 46320 501(C)(3) 6550 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOBART FAMILY YMCA 601 W 40TH PLACE HOBART IN 46342 501(C)(3) 11306 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOBART FOOD PANTRY INCORPORATED 200 SOUTH HOBART ROAD HOBART IN 46342 501(C)(3) 29500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HOBART FOOD PANTRY INCORPORATED 200 SOUTH HOBART ROAD HOBART IN 46342 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY 509 E 3RD STREET BLOOMINGTON IN 47401 501(C)(3) 15000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY 509 E 3RD ST BLOOMINGTON IN 47401 501(C)(3) 5489 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY 509 E 3RD ST BLOOMINGTON IN 47401 501(C)(3) 8698 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY 509 E 3RD ST BLOOMINGTON IN 47401 501(C)(3) 6000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA WOMEN IN NEED FOUNDATION INC 6507 CARROLLTON AVENUE INDIANAPOLIS IN 46220 501(C)(3) 7500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA YOUTH INSTITUTE 603 E WASHINGTON ST STE 800 INDIANAPOLIS IN 46204 501(C)(3) 30000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION KIDS AGAINST HUNGER-GREENWOOD 1001 COMMERCE PARKWAY S DRIVE GREENWOOD IN 46143 501(C)(3) 7000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE AREA UNITED WAY 221 WEST RIDGE ROAD GRIFFITH IN 46319 501(C)(3) 7088 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE AREA UNITED WAY 221 WEST RIDGE ROAD GRIFFITH IN 46319 501(C)(3) 7102 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE COUNTY LIBRARY 1919 W 81ST AVENUE MERRILVILLE IN 46410 501(C)(3) 19000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE COURT HOUSE FOUNDATION INC PO BOX 556 CROWN POINT IN 46308 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAKE COURT HOUSE FOUNDATION INC PO BOX 556 CROWN POINT IN 46308 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LEADERSHIP NORTHWEST INDIANA INC 410 E LINCOLNWAY VALPARAISO IN 46383 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LIVE LOVE LIFE 230 W HURON ST 3RD FLOOR CHICAGO IN 60606 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARIA REINER CENTER (CITY OF HOBART) 705 EAST 4TH STREET HOBART IN 46342 501(C)(3) 61548 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARYKNOLL SISTERS OF ST DOMINIC INC UNKNOWN ADDRESS MARYKNOLL NY 10545 501(C)(3) 9500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MAYO CLINIC FOUNDATION DEPARTMENT OF DEVELOPMENT ROCHESTER MN 55905 501(C)(3) 19000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MCHENRY COUNTY UNITED WAY PO BOX 1738 CRYSTAL LAKE IL 60639 501(C)(3) 6000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MEALS ON WHEELS OF NORTHWEST INDIANA INC 8446 VIRGINIA STREET MERRILVILLE IN 46410 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MEALS ON WHEELS OF NW INDIANA INC 8446 VIRGINIA ST MERRILVILLE IN 46410 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MEALS ON WHEELS OF NW INDIANA INC 8446 VIRGINIA ST MERRILVILLE IN 46410 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MS CHELSEA HUMBLE 2103 BECHTEL ROAD INDIANAPOLIS IN 46260 501(C)(3) 6460 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHSHORE HEALTH CENTERS INC 3207 WILLOWCREEK ROAD PORTAGE IN 46368 501(C)(3) 5712 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHWEST INDIANA PUBLIC BROADCASTING INC 8625 INDIANA AVE MERRILVILLE IN 46410 501(C)(3) 9000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHWEST INDIANA SYMPHONY ORCHESTRA 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHWEST INDIANA SYMPHONY SOCIETY INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 15000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION OUR FAMILY CENTER INC 820 171ST ST HAMMOND IN 46324 501(C)(3) 7500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PARENTS AS TEACHERS OF LAKE COUNTY 6530 NEW HAMPSHIRE AVE HAMMOND IN 46323 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PETTIT ACCOUNTING & MANAGEMENT SERVICE 650 S LAKE STREET GARY IN 46403 501(C)(3) 8250 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION POWER PAWS FOR KIDS INC AAT (ANIMAL ASSISTED THERAPY) 1443 EDGEWATER ROAD CROWN POINT IN 46307 501(C)(3) 11500 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PURDUE FOUNDATION CALUMET 2200 - 169TH ST HAMMOND IN 46323 501(C)(3) 6153 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PURDUE UNIVERSITY WEST LAFAYETTE SPONSORED PROGRAM SERVICES 155 S GRANT STREET WEST LAFAYETTE IN 47907 501(C)(3) 30000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION REACH OUT AND READ INC 1200 MADISON AVENUE INDIANAPOLIS IN 46225 501(C)(3) 20000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SCHOOL CITY OF HOBART 32 EAST 7TH STREET HOBART IN 46342 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE ARTS INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 12927 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE ARTS INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 35000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE ARTS INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE ARTS INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 40000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE ARTS INC 1040 RIDGE ROAD MUNSTER IN 46321 501(C)(3) 12790 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH SHORE DANCE ALLIANCE INC 201 N GRIFFITH BLVD GRIFFITH IN 46319 501(C)(3) 5000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTHLAKE YOUNG MENS CHRISTIAN ASSOCIATION INC 201 N GRIFFITH BLVD GRIFFITH IN 46319 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST ANTHONY MEDICAL CENTER INC 1201 S MAIN ST CROWN POINT IN 46307 501(C)(3) 9839 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ST ANTHONY MEDICAL CENTER INC 1201 S MAIN ST CROWN POINT IN 46307 501(C)(3) 9184 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TALTREE ARBORETUM AND GARDENS FOUNDATION INC 71 N 500 W VALPARAISO IN 46385 501(C)(3) 9100 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE ARC NORTHWEST INDIANA INC 2650 35TH AVENUE GARY IN 46408 501(C)(3) 17246 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE ARC NORTHWEST INDIANA INC 2650 35TH AVENUE GARY IN 46408 501(C)(3) 26579 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRADEWINDS REHABILITATION CENTER INC 5901 WEST 7TH AVENUE GARY IN 46405 501(C)(3) 20833 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRADEWINDS SERVICES INC 5901 W 7TH AVE GARY IN 46406 501(C)(3) 21059 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRADEWINDS SERVICES INC 5901 W 7TH AVE GARY IN 46406 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRINITY EV LUTHERAN CHURCH AND SCHOOL 900 LUTHER DRIVE HOBART IN 46342 501(C)(3) 10000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TRUSTEES OF INDIANA UNIVERSITY ON BEHALF OF INDIANA UNIVERSITY 509 E 3RD STREET BLOOMINGTON IN 47401 501(C)(3) 24996 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION URBAN LEAGUE OF NW INDIANA INC 3101 BROADWAY GARY IN 46409 501(C)(3) 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YMCA OF HAMMOND AREA 201 N GRIFFITH BLVD GRIFFITH IN 46319 501(C)(3) 8629 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION YMCA OF HAMMOND AREA 201 N GRIFFITH BLVD GRIFFITH IN 46319 501(C)(3) 11696 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 87 SCHOLARSHIPS 152 157023 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT -1,183,924. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -54,178. CHANGES IN PROCEDURES OF AUDIT COMMITTEE FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.