LEGACY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY FOUNDATION INC (EIN 35-1872803)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-15
- IRS object ID
- 201340159349301429
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-15T15:55:05-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351178661 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 COMMUNITY DR | AddressLine1 |
| City | SEYMOUR | City |
| State | IN | State |
| ZIP Code | 47274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351872803 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEGA | NameControl |
| Phone | 2197361880 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 80TH PLACE NO 402 N | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARRY J VANDE VELDE III | Name |
| Title | PRESIDENT | Title |
| Phone | 2197361880 | Phone |
| Date Signed | 2013-01-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KANDY L WISCHMEIER CPA | Name |
| PTIN | P00118327 | PTIN |
| Phone | 8125228416 | Phone |
| Date Prepared | 2013-01-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | HARRY J VANDE VELDE III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 80TH PLACE NO 402 N | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18805551 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEGACYFOUNDATIONLAKECO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2670560 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4934200 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2275156 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1386930 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13315 | OtherRevenuePriorYear |
| Other Revenue Current Year | 25485 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4959031 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6346615 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1898314 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1702407 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 342721 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 344662 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 210224 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 518568 | OtherExpensePriorYear |
| Other Expenses Current Year | 471708 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2759603 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2518777 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2199428 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3827838 | RevenuesLessExpensesCY |
| Total Assets BOY | 39793836 | TotalAssetsBOY |
| Total Assets EOY | 41840679 | TotalAssetsEOY |
| Total Liabilities BOY | 11123719 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11680080 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28670117 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30160599 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2012848 | Expense |
| Grants | 1702407 | Grants |
| Revenue | 25485 | Revenue |
| Description | LEGACY FOUNDATION PROVIDED TOTAL GRANTS IN 2012 EXCEEDING $1,700,000. 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 243 INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS FOR A TOTAL OF $378,838. | Description |
| Total Program Service Expense | 2012848 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY J VANDE VELDE III | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2197361880 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 80TH PLACE NO 402 N | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ROBERT NICKOVICH | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| NANCY L CLIFFORD | ||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| AMY HAN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| KENNETH KRUPINSKI CPA | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MARGOT CLARK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVE AUSTGEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID BOCHNOWSKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CORNELIA A BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HOWARD COHEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FREDRICKA DAVIDSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANKIE FESKO | ||||||
| DIRECTOR | 1.00 | 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 | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM KEILMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD KOMYATTE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANET MORAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM NANGLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TORY PRASCO | ||||||
| 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 | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL SUGGS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HARRY VANDE VELDE III | ||||||
| PRESIDENT | 40.00 | X | 114769 | 0 | 14323 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 114769 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14323 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 10018 | FederatedCampaigns |
| All Other Contributions | 4924182 | AllOtherContributions |
| Total Contributions | 4934200 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1104556 | TotalRevenueColumn |
| Exclusion | $1,104,556 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12741310 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12458936 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 282374 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 282374 | TotalRevenueColumn |
| Exclusion | $282,374 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 24985 | 24985 |
| ADMINISTRATIVE INCOME | 561000 | 500 | 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 25485 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6346615 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25485 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,386,930 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1323569 | Total |
| Program Services | 1323569 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378838 | Total |
| Program Services | 378838 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135880 | Total |
| Program Services | 54352 | ProgramServices |
| Management And General | 33970 | ManagementAndGeneral |
| Fundraising | 47558 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164544 | Total |
| Program Services | 65817 | ProgramServices |
| Management And General | 41136 | ManagementAndGeneral |
| Fundraising | 57591 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3697 | Total |
| Program Services | 1479 | ProgramServices |
| Management And General | 924 | ManagementAndGeneral |
| Fundraising | 1294 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12435 | Total |
| Program Services | 4974 | ProgramServices |
| Management And General | 3109 | ManagementAndGeneral |
| Fundraising | 4352 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28106 | Total |
| Program Services | 11242 | ProgramServices |
| Management And General | 7027 | ManagementAndGeneral |
| Fundraising | 9837 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12200 | Total |
| Program Services | 4026 | ProgramServices |
| Management And General | 4148 | ManagementAndGeneral |
| Fundraising | 4026 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131527 | Total |
| Management And General | 131527 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48928 | Total |
| Program Services | 16146 | ProgramServices |
| Management And General | 16324 | ManagementAndGeneral |
| Fundraising | 16458 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1030 | Total |
| Fundraising | 1030 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24390 | Total |
| Program Services | 8049 | ProgramServices |
| Management And General | 8292 | ManagementAndGeneral |
| Fundraising | 8049 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29448 | Total |
| Program Services | 9718 | ProgramServices |
| Management And General | 10012 | ManagementAndGeneral |
| Fundraising | 9718 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54422 | Total |
| Program Services | 8163 | ProgramServices |
| Management And General | 27211 | ManagementAndGeneral |
| Fundraising | 19048 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13797 | Total |
| Program Services | 4553 | ProgramServices |
| Management And General | 4691 | ManagementAndGeneral |
| Fundraising | 4553 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2707 | Total |
| Program Services | 1083 | ProgramServices |
| Management And General | 541 | ManagementAndGeneral |
| Fundraising | 1083 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5209 | Total |
| Program Services | 1302 | ProgramServices |
| Management And General | 2605 | ManagementAndGeneral |
| Fundraising | 1302 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3191 | Total |
| Program Services | 1053 | ProgramServices |
| Management And General | 1085 | ManagementAndGeneral |
| Fundraising | 1053 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| PROGRAM EXPENSES | 115470 | 115470 | ||
| DONOR DEVELOPMENT EXPEN | 15855 | 15855 | ||
| DUES AND SUBSCRIPTIONS | 9131 | 3014 | 3014 | 3103 |
| SPECIAL EVENTS | 3103 | 3103 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1300 | Total |
| Fundraising | 1300 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2518777 | Total |
| Program Services | 2012848 | ProgramServices |
| Management And General | 295705 | ManagementAndGeneral |
| Fundraising | 210224 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149216 | BOY |
| EOY | 111799 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1359122 | BOY |
| EOY | 1236651 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1895 | BOY |
| EOY | 7037 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 66774 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33466 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2258 | BOY |
| EOY | 33308 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38281345 | BOY |
| EOY | 40451884 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39793836 | BOY |
| EOY | 41840679 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41586 | BOY |
| EOY | 51830 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 121609 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10451243 | BOY |
| EOY | 10898376 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 630890 | BOY |
| EOY | 608265 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11123719 | BOY |
| EOY | 11680080 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156898 | BOY |
| EOY | -270987 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18807637 | BOY |
| EOY | 20326370 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9705582 | BOY |
| EOY | 10105216 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28670117 | BOY |
| EOY | 30160599 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39793836 | BOY |
| EOY | 41840679 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3827838 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2337356 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1828766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1857108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4189359 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2670560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4934200 | CurrentTaxYear |
| Total | 15479993 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1828766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1857108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4189359 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2670560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4934200 | CurrentTaxYear |
| Total | 15479993 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4911278 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10568715 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 907830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 908212 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1027621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1151208 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1104556 | CurrentTaxYear |
| Total | 5099427 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 19652 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13315 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25485 | CurrentTaxYear |
| Total | 58452 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20637872 | TotalSupport |
| Public Support Pertcentage170 | 0.51210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.55100 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 31 | NumberDAFsHeld |
| Donor Advised Contributions | 797209 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 150936 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 5394906 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28099402 | BeginningOfYearBalance |
| Contributions | 3823840 | Contributions |
| Investment Earnings Or Losses | -450932 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1374275 | GrantsOrScholarships |
| Administrative Expenses | 416818 | AdministrativeExpenses |
| End Of Year Balance | 29681217 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23197026 | BeginningOfYearBalance |
| Contributions | 1737719 | Contributions |
| Investment Earnings Or Losses | 5213322 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1630576 | GrantsOrScholarships |
| Administrative Expenses | 418089 | AdministrativeExpenses |
| End Of Year Balance | 28099402 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23738213 | BeginningOfYearBalance |
| Contributions | 2192474 | Contributions |
| Investment Earnings Or Losses | -659571 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1724034 | GrantsOrScholarships |
| Administrative Expenses | 350056 | AdministrativeExpenses |
| End Of Year Balance | 23197026 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27780154 | BeginningOfYearBalance |
| Contributions | 2751115 | Contributions |
| Investment Earnings Or Losses | -4564523 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1915472 | GrantsOrScholarships |
| Other Expenditures | 313061 | OtherExpenditures |
| End Of Year Balance | 23738213 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.34000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.66000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 66774 | OtherCostOrOtherBasis |
| Depreciation | 33466 | Depreciation |
| Book Value | 33308 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33308 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES PAYABLE | Description |
| Amount | $608,265 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 608265 | TotalOfAmounts |
| Total Revenue | 6346615 | TotalRevenue |
| Total Expenses | 2518777 | TotalExpenses |
| Excess Or Deficit For Year | 3827838 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1853977 | NetUnrealizedGLOnInvestments |
| Other | -$483,379 | OtherAmount |
| Total Adjustments | -2337356 | TotalAdjustments |
| Excess Or Deficit Per FS | 1490482 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3819539 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1853977 | NetUnrealizedGainsInvestments |
| Other Revenues | 380572 | OtherRevenues |
| Revenue Not Rptd F990 | -1473405 | RevenueNotRptdF990 |
| Revenue Subtotal | 5292944 | RevenueSubtotal |
| Investment Expenses Not Included | 131527 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 922144 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1053671 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6346615 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2329057 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 416818 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 416818 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1912239 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 131527 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 475011 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 606538 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2518777 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: | 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, 2012 AND 2011, 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: |
| SFAS 136 ADJUSTMENT -447,133. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -36,246. TOTAL TO SCHEDULE D, PART XI, LINE 8: -483,379. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| ADMINISTRATIVE FEES 416,818. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -36,246. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SFAS 136 ADJUSTMENT 922,144. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| ADMINISTRATIVE FEES 416,818. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SFAS 136 ADJUSTMENT 475,011. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (63 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S & DEMENTIA SERVICES OF NORTHERN INDIANA | ||||||||
| 922 E COLFAX AVENUE | SOUTH BEND | IN | 46617 | 311058502 | 501(C)3 | 10000 | MEDICAL SPECIALISTS FOUNDATION FUND | |
| ANCILLA SYSTEMS | ||||||||
| 1419 SOUTH LAKE PARK AVE | HOBART | IN | 46342 | 270296707 | 501(C)3 | 110657 | FUND DISTRIBUTION | |
| BEST BUDDIES INDIANA | ||||||||
| 8604 ALLISONVILLE RD STE 165 | INDIANAPOLIS | IN | 46250 | 521614576 | 501(C)3 | 5000 | OPEN A BEST BUDDIES CHAPTER IN LAKE CENTRAL HIGH SCHOOL | |
| BOYS & GIRLS CLUBS OF NW INDIANA | ||||||||
| 839 BROADWAY STE N303 | GARY | IN | 464022419 | 350941137 | 501(C)3 | 49676 | FUND DISTRIBUTION; SUPPORT COLLEGE READINESS PROGRAM | |
| CALUMET COLLEGE OF ST JOSEPH | ||||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | 351087173 | 501(C)3 | 21786 | FUND DISTRIBUTION; THE MORROW FAMILY FUND | |
| CAMPAGNA ACADEMY INC | ||||||||
| 7403 CLINE AVENUE | SCHERERVILLE | IN | 46375 | 351068483 | 501(C)3 | 8500 | CAMPAGNA ACADEMY CHALLENGER COURSE | |
| CATHOLIC CHARITIES OF THE DIOCESE OF GARY | ||||||||
| 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501(C)3 | 5000 | CLEAN UP GARY, NOW! | |
| CATHOLIC CHARITIESDIOCESE OF GARY | ||||||||
| 321 W 11TH STREET | MICHIGAN CITY | IN | 46360 | 351122204 | 501(C)3 | 7500 | CATHOLIC CHARITIES WHEELCHAIR RAMP PROJECT | |
| CATHOLIC DIOCESE OF GARY | ||||||||
| 9292 BROADWAY | MERRILLVILLE | IN | 46410 | 261514259 | 501(C)3 | 25000 | FUND DISTRIBUTION | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||||
| 10 W 17TH STREET | NEW YORK | NY | 10011 | 135602319 | 501(C)3 | 10000 | FUND DISTRIBUTION | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 209 W FAYETTE STREET | BALTIMORE | MD | 21201 | 135563422 | 501(C)3 | 10000 | FUND DISTRIBUTION; WEBSTER CORNWELL FUND | |
| CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA | ||||||||
| 2300 - 173RD AVENUE | HAMMOND | IN | 46323 | 351995603 | 501(C)3 | 18444 | FUND DISTRIBUTION | |
| CHICAGO PUBLIC ART GROUP | ||||||||
| 1259 S WABASH AVE | CHICAGO | IL | 60605 | 237302449 | 501(C)3 | 5000 | FUND DISTRIBUTION | |
| CHORUS ANGELORUM | ||||||||
| PO BOX 421 | WHITING | IN | 46394 | 351712729 | 501(C)3 | 9550 | SUPPORT FOR THE 26TH ANNUAL CONCERT OF MUSIC | |
| COMMUNITIES IN SCHOOLS OF EAST CHICAGO | ||||||||
| 100 W CHICAGO AVE | EAST CHICAGO | IN | 46321 | 300110893 | 501(C)3 | 15000 | TO TEACH STUDENTS TO CHART A COURSE FOR SUCCESS. | |
| FRIENDS OF EMERSON INC | ||||||||
| 716 EAST 7TH AVE | GARY | IN | 46402 | 351830587 | 501(C)3 | 5000 | TO PROVIDE A DAY OF TEACHING, TUTORING AND MENTORING | |
| GARY LIFE EDUCATION INITIATIVE INCORPORATED | ||||||||
| 320 ROOSEVELT STREET | GARY | IN | 46404 | 450581689 | 501(C)3 | 15000 | COLLEGE READINESS IN THE CLASSROOM | |
| HAMMOND COMMUNITY CORPORATION | ||||||||
| 649 CONKEY ST | HAMMOND | IN | 46324 | 501(C)3 | 66659 | FUND DISTRIBUTION | ||
| HAMMOND EDUCATION FOUNDATION | ||||||||
| 41 WILLIAMS STREET | HAMMOND | IN | 46320 | 351572372 | 501(C)3 | 15000 | FOR EXPANSION ON THE "COME READ WITH ME" PROGRAM | |
| HEINZE LAND TRUST INC | ||||||||
| 444 BARKER ROAD | MICHIGAN CITY | IN | 46360 | 352153969 | 501(C)3 | 10000 | MIGHTY ACORNS ENVIRONMENTAL EDUCATION | |
| HOBART EDUCATION FOUNDATION | ||||||||
| 32 EAST 7TH ST | HOBART | IN | 46342 | 352035071 | 501(C)3 | 13187 | FOR IMPLEMENTATION OF THE SCHOOL READINESS ACADEMY IN HOBART AND HAMMOND | |
| HOBART FAMILY YMCA | ||||||||
| 601 W 40TH PLACE | HOBART | IN | 46342 | 351382817 | 501(C)3 | 15000 | HOBART SENIOR TRANSPORTATION PROGRAM; CONTINUATION OF THE SUCCESSFUL TRAVEL VOUCHER PROGRAM | |
| HOBART FOOD PANTRY | ||||||||
| PO BOX 394 | HOBART | IN | 46342 | 351757175 | 501(C)3 | 22000 | PHASE ONE SITE EXPANSION & UPGRADE OF THE FOOD PANTRY; FUND DISTRIBUTION | |
| HOOSIER ENVIRONMENTAL COUNCIL | ||||||||
| 3951 N MERIDIAN STE 100 | INDIANAPOLIS | IN | 46208 | 351576694 | 501(C)3 | 10000 | FUND DISTRIBUTION | |
| INTERNATIONAL INSTITUTE OF LACASA | ||||||||
| 4506 TODD AVE | EAST CHICAGO | IN | 46312 | 350868117 | 501(C)3 | 5000 | FOR IMPLEMENTATION OF A STUDENT ASSISTANCE PROGRAM | |
| IZAAK WALTON LEAGUE OF AMERICA DIANA CHAPTER | ||||||||
| PO BOX 110 | SCHNEIDER | IN | 46377 | 351617020 | 501(C)3 | 10000 | FUNDING TO COMPLETE A FULL LENGTH DOCUMENTARY ON THE GRAND KANKAKEE MARSH | |
| JAMES A GAMMON CHARITABLE FOUNDATION | ||||||||
| 9191 BROADWAY | MERRILLVILLE | IN | 464105606 | 621474246 | 501(C)3 | 9024 | FUND DISTRIBUTION | |
| LAKE AREA UNITED WAY | ||||||||
| 221 WEST RIDGE ROAD | GRIFFITH | IN | 46319 | 237170019 | 501(C)3 | 13996 | FUND DISTRIBUTION | |
| LAKE COUNTY LIBRARY | ||||||||
| 1919 W 81ST AVE | MERRILLVILLE | IN | 46410 | 356006653 | 501(C)3 | 20000 | FUND DISTRIBUTION | |
| LAKESHORE ALLIANCE FOR STUDENT SUCCESS INC | ||||||||
| 56 S WASHINGTON STREET STE 302 | VALPARAISO | IN | 463835565 | 810664944 | 501(C)3 | 15000 | PROGRAM ENHANCEMENTS: LITERACY TRAINING & SUPPORT FOR TEACHERS AND STUDENTS | |
| LEADERSHIP NORTHWEST INDIANA | ||||||||
| 410 E LINCOLNWAY | VALPARAISO | IN | 46383 | 351580689 | 501(C)3 | 10000 | YOUTH LEADERSHIP PROGRAM FOR HIGH SCHOOL STUDENTS | |
| MARYKNOLL SISTERS OF ST DOMINIC INC | ||||||||
| 131740257 | 501(C)3 | 10000 | FUND DISTRIBUTIONS | |||||
| MAYO CLINIC FOUNDATION | ||||||||
| DEPARTMENT OF DEVELOPMENT | ROCHESTER | MN | 559059817 | 411506440 | 501(C)3 | 20000 | FUND DISTRIBUTIONS | |
| MEALS ON WHEELS OF NW INDIANA INC | ||||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 46410 | 311168281 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT; CONTINUATION OF THE 2010 GENERAL OPERATIONS GRANT | |
| MILLER BEACH ARTS AND CREATIVE DISTRICT | ||||||||
| 536 S LAKE STREET | GARY | IN | 46403 | 300317277 | 501(C)3 | 7881 | 2012 POP UP ART EVENTS IN MILLER BEACH | |
| MOUNT MARY COLLEGE | ||||||||
| DEVELOPMENT OFFICE | MILWAUKEE | WI | 53222 | 390806154 | GOVT | 5000 | FUND DISTRIBUTION | |
| NAACP-ACT-SO PROGRAM | ||||||||
| PO BOX 64843 | GARY | IN | 46401 | 131998814 | 501(C)3 | 7000 | ACT-SO PROGRAM | |
| NORTHWEST INDIANA HABITAT FOR HUMANITY | ||||||||
| 6114 W RIDGE ROAD | GARY | IN | 46408 | 561525939 | 501(C)3 | 20000 | HOUSE #2 CAREY ST. E. CHICAGO; FIELD OF DREAMS HOUSE #9 | |
| NORTHWEST INDIANA PUBLIC BROADCASTING INC | ||||||||
| 8625 INDIANA PLACE | MERRILLVILLE | IN | 46410 | 310960136 | 501(C)3 | 25000 | LAKESHORE FOCUS: ON THE ROAD | |
| NORTHWEST INDIANA SYMPHONY ORCHESTRA | ||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | 351359750 | 501(C)3 | 16500 | FUND DISTRIBUTIONS; SYMPHONY EDUCATION CONCERT SCHOLARSHIPS | |
| OPPORTUNITY ENTERPRISES INC | ||||||||
| 2801 EVANS AVE | VALPARAISO | IN | 46383 | 351136833 | 501(C)3 | 5000 | BUILD OE LAKESIDE | |
| OUR FAMILY CENTER | ||||||||
| PO BOX 4253 | HAMMOND | IN | 463240253 | 331111064 | 501(C)3 | 11400 | FUTURE ACHIEVEMENT STARTS TODAY (FAST) TRACK | |
| PARENTS AS TEACHERS OF LAKE COUNTY INC CO MILLER ELEMENTARY SCHOOL | ||||||||
| 6530 NEW HAMPSHIRE | HAMMOND | IN | 46323 | 352109773 | 501(C)3 | 25000 | PAT EARLY LEARNING AND PARENT SUPPORT SERVICES | |
| PURDUE UNIVERSTIY CALUMET | ||||||||
| 2200 169TH STREET | HAMMOND | IN | 463232094 | 356002041 | 501(C)3 | 10766 | PURDUE UNIVERSITY EDUCATION TALENT SEARCH | |
| QUALITY OF LIFE COUNCIL INC | ||||||||
| PURDUE UNIV ACADEMY LEARNING CENTER | CROWN POINT | IN | 46307 | 352117392 | 501(C)3 | 55000 | 4TH EDITION REPORT OF QUALITY OF LIFE INDICATORS | CENTER |
| SALVATION ARMY GARYMERRILLVILLE CORPS & COMMUNITY CENTER | ||||||||
| 4800 HARRISON STREET | GARY | IN | 46408 | 135562351 | 501(C)3 | 25700 | STRIVING FOR EXCELLENCE IN ACADEMICS (SEA - PROGRAM) | |
| SAVE THE DUNES CONSERVATION FUND | ||||||||
| 444 BARKER ROAD | MICHIGAN CITY | IN | 46360 | 351915468 | 501(C)3 | 15000 | EDUCATION PROGRAMMING | |
| SCHOOL CITY OF HOBART | ||||||||
| 32 EAST 7TH ST | HOBART | IN | 46342 | 356002466 | 501(C)3 | 12500 | HOBART SENIOR FUN | |
| SOJOURNER TRUTH HOUSE | ||||||||
| 410 WEST 13TH AVENUE | GARY | IN | 46407 | 270296707 | 501(C)3 | 10000 | CASE MANAGEMENT | |
| SOUTH SHORE ARTS | ||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | 237049722 | 501(C)3 | 98776 | ARTS EDUCATION TO KIDS; REQUESTED FUND DISTRIBUTION | |
| ST ANTHONY MEDICAL CENTER INC | ||||||||
| 1201 S MAIN ST | CROWN POINT | IN | 46307 | 351330472 | 501(C)3 | 21524 | REQUESTED FUND DISTRIBUTION | |
| TEACH FOR AMERICA | ||||||||
| 820 N ORLEANS STREET STE 3 | CHICAGO | IL | 60610 | 133541913 | 501(C)3 | 10000 | EXPAND TEACH FOR AMERICA'S SUCCESSFUL IMPACT IN LAKE COUNTY | |
| THE ARC NORTHWEST INDIANA | ||||||||
| 2650 WEST 35TH STREET | GARY | IN | 46408 | 351055076 | 501(C)3 | 18800 | SMALL TRANSIT LIFT VANS | |
| THE FOOD BANK OF NORTHWEST INDIANA | ||||||||
| 2248 WEST 35TH AVENUE | GARY | IN | 46408 | 351528285 | 501(C)3 | 5750 | GARDEN OF HOPE | |
| THREE CREEKS HISTORICAL ASSOCIATION | ||||||||
| 240 WEST MAIN STREET | LOWELL | IN | 46356 | 351385794 | 501(C)3 | 6885 | ROSEWOOD WINDOW REPLACEMENT | |
| TRADEWINDS REHABILITATION CENTER INC | ||||||||
| 5901 WEST 7TH AVENUE | GARY | IN | 46406 | 351139485 | 501(C)3 | 41419 | REQUESTED FUND DISTRIBUTION | |
| TRI TOWN SAFETY VILLAGE | ||||||||
| 1350 EAGLE RIDGE DRIVE | SCHERERVILLE | IN | 46375 | 351944436 | 501(C)3 | 9500 | SAFETY FIELD TRIP FOR LAKE COUNTY SCHOOLS | |
| TRINITY EV LUTHERAN CHURCH AND SCHOOL | ||||||||
| 900 LUTHER DRIVE | HOBART | IN | 46342 | 356000591 | 501(C)3 | 10000 | FUND DISTRIBUTION | |
| URBAN LEAGUE OF NW INDIANA INC | ||||||||
| 3101 BROADWAY | GARY | IN | 46409 | 351178594 | 501(C)3 | 6240 | COMPUTER CENTER UPGRADES | |
| URBAN REACH INC | ||||||||
| 5400 W 29TH AVENUE | GARY | IN | 46408 | 421636777 | 501(C)3 | 15000 | SOLID LIFE YOUTH PROGRAM | |
| WHITE'S RESIDENTIAL & FAMILY SERVICES INC | ||||||||
| 15 S COURT ST STE A | CROWN POINT | IN | 46307 | 350883520 | 501(C)3 | 8703 | THREE NURTURING LAKE COUNTY FAMILIES & NURTURING FATHERS PROGRAMS | |
| YMCA OF HAMMOND AREA | ||||||||
| 7322 SOUTHEASTERN AVENUE | HAMMOND | IN | 46324 | 351046843 | 501(C)3 | 8735 | FUND DISTRIBUTION | |
| YWCA OF GARY | ||||||||
| 150 WEST 15TH AVENUE | GARY | IN | 46407 | 350868221 | 501(C)3 | 10321 | MARIAN BERRY SCHOLARSHIP FUND - YWCA; FUND DISTRIBUTION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 63 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 243 | NumberOfRecipients |
| Amount Of Cash Grant | 378838 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,853,977. SFAS 136 ADJUSTMENT -447,133. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -36,246. TOTAL TO FORM 990, PART XI, LINE 5: -2,337,356. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. | CHANGES IN PROCEDURES OF AUDIT COMMITTEE |
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