LEGACY FOUNDATION INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
LEGACY FOUNDATION INC (EIN 35-1872803)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-03-22
IRS object ID
201110819349300516
Schema version
2009v1.7
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)
Timestamp2011-03-22T15:41:10-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2009-07-01TaxPeriodBeginDate

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 SOUTH TOWER NoAddressLine1
Address Line2302AddressLine2
CityMERRILLVILLECity
StateINState
ZIP Code46410ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHARRY J VANDE VELDE IIIName
TitlePRESIDENTTitle
Phone2197361880Phone
Date Signed2011-03-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKandy L Wischmeier CPAName
Phone8125228416Phone
Date Prepared2011-03-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonHARRY J VANDE VELDE IIINameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11000 E 80TH PLACE SOUTH TOWER NoAddressLine1
Address Line2302AddressLine2
CityMERRILLVILLECity
StateINState
ZIP Code46410ZIPCode
FieldValueIRS element (for citing)
Gross Receipts35196430GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
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 Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members24NbrIndependentVotingMembers
Total Nbr Employees6TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2857108ContributionsGrantsPriorYear
Contributions Grants Current Year4189359ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-947653InvestmentIncomePriorYear
Investment Income Current Year-3077771InvestmentIncomeCurrentYear
Other Revenue Current Year369708OtherRevenueCurrentYear
Total Revenue Prior Year1909455TotalRevenuePriorYear
Total Revenue Current Year1481296TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1923472GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2034572GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year262108SalariesEtcPriorYear
Salaries Etc Current Year280622SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year270798TotalFundrsngExpCurrentYear
Other Expense Prior Year487754OtherExpensePriorYear
Other Expenses Current Year764428OtherExpensesCurrentYear
Total Expenses Prior Year2673334TotalExpensesPriorYear
Total Expenses Current Year3079622TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-763879RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1598326RevenuesLessExpensesCY
Total Assets BOY27364084TotalAssetsBOY
Total Assets EOY32921125TotalAssetsEOY
Total Liabilities BOY1444722TotalLiabilitiesBOY
Total Liabilities EOY9095481TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY25919362NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY23825644NetAssetsOrFundBalancesEOY
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
Expense2504785Expense
Grants2034572Grants
Revenue1481296Revenue
DescriptionLEGACY FOUNDATION PROVIDED TOTAL GRANTS IN 2010 EXCEEDING $2,000,000. 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 295 INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS FOR A TOTAL OF $849,691Description
Total Program Service Expense2504785TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
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 With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees6NumberOfEmployees
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
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members24NumberIndependentVotingMembers
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 Line1HARRY J VANDE VELDE IIIBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2197361880TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11000 E 80TH PLACE SOUTH TOWER NoAddressLine1
CityMERRILLVILLECity
StateINState
ZIP Code46410ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
BOB ANADELL
DIRECTOR1.00X000
JUDGE LORENZO ARREDONDO
DIRECTOR1.00X000
DAVID BOCHNOWSKI
DIRECTOR1.00X000
CORNELIA A BROWN
DIRECTOR1.00X000
MARGOT CLARK
CHAIR1.00X000X
NANCY L CLIFFORD
DIRECTOR1.00X000
HOWARD COHEN
DIRECTOR1.00X000
FREDRICKA DAVIDSON
DIRECTOR1.00X000
FRANKIE FESKO
DIRECTOR1.00X000
DANETTE GARZA
DIRECTOR1.00X000
MATTHEW H GLAROS
DIRECTOR1.00X000
JAMES GREINER
DIRECTOR1.00X000
AMY HAN
SECRETARY1.00X000X
CAROL HIGHSMITH
DIRECTOR1.00X000
RICHARD KOMYATTE
DIRECTOR1.00X000
KENNETH KRUPINSKI CPA
TREASURER1.00X000X
JANET MORAN
DIRECTOR1.00X000
WILLIAM NANGLE
DIRECTOR1.00X000
ROBERT NICKOVICH
VICE-CHAIR1.00X000X
STEVE PANGERE
DIRECTOR1.00X000
STEPHEN PLACE
DIRECTOR1.00X000
TORY PRASCO
DIRECTOR1.00X000
DAVE RYAN
DIRECTOR1.00X000
MICHAEL SUGGS
DIRECTOR1.00X000
NANCY K JOHNSON
PRESIDENT40.009500006051X
FieldValueIRS element (for citing)
Total Reportable Comp From Org95000TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation6051TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions4189359AllOtherContributions
Total Contributions4189359TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1027621TotalRevenueColumn
Exclusion$1,027,621ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities29609742Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities33715134Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-4105392Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-4105392TotalRevenueColumn
Exclusion-$4,105,392ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADMINISTRATIVE INCOME561000350573350573
MISCELLANEOUS INCOME9000991913519135
FieldValueIRS element (for citing)
Total Other Revenue369708TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1481296TotalRevenueColumn
Related Or Exempt Function Income369708RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$3,077,771ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1184881Total
Program Services1184881ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total849691Total
Program Services849691ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total100943Total
Program Services40377ProgramServices
Management And General25236ManagementAndGeneral
Fundraising35330Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total148834Total
Program Services59533ProgramServices
Management And General37209ManagementAndGeneral
Fundraising52092Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total3066Total
Program Services1226ProgramServices
Management And General767ManagementAndGeneral
Fundraising1073Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5068Total
Program Services2028ProgramServices
Management And General1267ManagementAndGeneral
Fundraising1773Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total22711Total
Program Services9084ProgramServices
Management And General5678ManagementAndGeneral
Fundraising7949Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total350056Total
Program Services140023ProgramServices
Management And General87514ManagementAndGeneral
Fundraising122519Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total539Total
Management And General270ManagementAndGeneral
Fundraising269Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total8170Total
Program Services2696ProgramServices
Management And General2778ManagementAndGeneral
Fundraising2696Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total96994Total
Management And General96994ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total23662Total
Program Services7809ProgramServices
Management And General7983ManagementAndGeneral
Fundraising7870Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total1238Total
Fundraising1238Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total24223Total
Program Services7994ProgramServices
Management And General8236ManagementAndGeneral
Fundraising7993Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total7652Total
Program Services2525ProgramServices
Management And General2602ManagementAndGeneral
Fundraising2525Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total39576Total
Program Services5936ProgramServices
Management And General19788ManagementAndGeneral
Fundraising13852Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total8369Total
Program Services2762ProgramServices
Management And General2845ManagementAndGeneral
Fundraising2762Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1254Total
Program Services502ProgramServices
Management And General251ManagementAndGeneral
Fundraising501Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3229Total
Program Services807ProgramServices
Management And General1615ManagementAndGeneral
Fundraising807Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PROGRAM EXPENSES183993183993
DUES AND SUBSCRIPTIONS5566183718921837
DONOR DEVELOPMENT EXPEN36303630
INSURANCE - BUSINESS PA3277108111141082
SPECIAL EVENTS30003000

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3079622Total
Program Services2504785ProgramServices
Management And General304039ManagementAndGeneral
Fundraising270798Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY393259EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY214320BOY
EOY2218789EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY1895EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis76695LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec74726LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY5198BOY
EOY1969EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY27144566BOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY30305213EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY27364084BOY
EOY32921125EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY34136EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
EOY46600EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
EOY8283360EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1444722BOY
EOY731385EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1444722BOY
EOY9095481EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1996715BOY
EOY-189811EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4380854BOY
EOY14381844EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY19541793BOY
EOY9633611EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY25919362BOY
EOY23825644EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY27364084BOY
EOY32921125EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Years1586510CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1582714CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1828766CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1857108CurrentTaxYearMinus1Year
Current Tax Year4189359CurrentTaxYear
Total11044457Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1586510CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1582714CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1828766CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1857108CurrentTaxYearMinus1Year
Current Tax Year4189359CurrentTaxYear
Total11044457Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2474408AmountsSubstContributorsTotal
Public Support Total1708570049PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years382436CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years611568CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years907830CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year908212CurrentTaxYearMinus1Year
Current Tax Year1027621CurrentTaxYear
Total3837667Total
FieldValueIRS element (for citing)
Total Support14882124TotalSupport
Gross Receipts From Admissions Etc369708GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.57590PublicSupportPertcentage170
Public Support Pertcent Prior Year0.55800PublicSupportPertcentPriorYear
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 Held27NumberDAFsHeld
Donor Advised Contributions472692DonorAdvisedContributions
Grants Paid From Donor Funds212082GrantsPaidFromDonorFunds
Aggregate DAF Value3839095AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Balance0.42000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.58000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis76695OtherCostOrOtherBasis
Depreciation74726Depreciation
Book Value1969BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1969TotalOfBookValueLandBuildings

Other Securities OtherSecurities (9 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
GOVERNMENT SECURITIES47308F
CORPORATE BONDS40583F
DOMESTIC EQUITY SECURITIES7580F
DOMESTIC EQUITY MUTUAL FUNDS14811522F
DOMESTIC FIXED INC MUTUAL FUNDS6252423F
FOREIGN EQUITY MUTUAL FUNDS4896960F
FOREIGN FIXED INC MUTUAL FUNDS845026F
REAL ESTATE INV TRUST FUND471176F
HEDGE FUNDS2932635F
FieldValueIRS element (for citing)
Total Of Book Value Securities30305213TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionANNUITIES PAYABLEDescription
Amount$731,385Amount
FieldValueIRS element (for citing)
Total Of Amounts731385TotalOfAmounts
Total Revenue1481296TotalRevenue
Total Expenses3079622TotalExpenses
Excess Or Deficit For Year-1598326ExcessOrDeficitForYear
Net Unrealized GL On Investments7274534NetUnrealizedGLOnInvestments
Prior Period Adjustments-5423829PriorPeriodAdjustments
Other-$2,346,097OtherAmount
Total Adjustments-495392TotalAdjustments
Excess Or Deficit Per FS-2093718ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt5817108TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments7274534NetUnrealizedGainsInvestments
Revenue Not Rptd F9907274534RevenueNotRptdF990
Revenue Subtotal-1457426RevenueSubtotal
Investment Expenses Not Included96994InvestmentExpensesNotIncluded
Other Revenues Not Included2841728OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt2938722RevenueNotRptdOnFinStmt
Total Revenue Per Form9901481296TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2486997TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2486997ExpensesSubtotal
Investment Expenses Not Included296994InvestmentExpensesNotIncluded2
Other Expenses Not Included495631OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt592625ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903079622TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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 XI, Line 8 - Other Adjustments:SFAS 136: -2346097.
Part XII, Line 4b - Other Adjustments:SFAS 136 ADJUSTMENT: 2841728.
Part XIII, Line 4b - Other Adjustments:SFAS 136 ADJUSTMENT: 495631.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (43 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
ANCILLA SYSTEMS
1419 S LAKE PARK AVEHOBARTIN46342270296707501(C)3100055FUND DISTRIBUTIONS
ARC BRIDGES
2650 WEST 35TH AVEGARYIN46408351055076501(C)320000VANS MOVE PEOPLE
BOYS & GIRLS CLUB OF NW INDIANA
839 BROADWAY STE N303GARYIN464022419350941137501(C)323590CREATION OF COFFY LOGIC MODEL; FUND DISTRIBUTIONS
CALUMET COLLEGE OF ST JOSEPH
2400 NEW YORK AVENUEWHITINGIN46394351087173501(C)312775GENERAL SUPPORT
CATHOLIC CHARITIES OF THE DIOCESE OF GARY
176 SOUTH WEST STCROWN POINTIN46307351122204501(C)36407FUND DISTRIBUTION
CENTER FOR POSSIBILITIES
22 TYLER AVEHOBARTIN46342351169900501(C)313500CAPITAL IMPROVEMENTS; FUND DISTRIBUTION
CHALLENGER LEARNING CENTER OF NORTHWEST IN
2300-173RD AVEHAMMONDIN46323351995603501(C)345135SUMMER CAMP; VOYAGE TO MARS & HALF-DAY SKY VOYAGES; FUND DISTRIBUTIONS
COMMUNITIES IN SCHOOLS OF EAST CHICAGO
100 W CHICAGO AVEEAST CHICAGOIN46132300110893501(C)314351READY2GO - CHARTING FOR SUCCESS
DOCTORS WITHOUT BORDERS USA
333 SEVENTH AVE 2ND FLOORNEW YORKNY10001133433452501(C)35000FUND DISTRIBUTION
EDUCATING TO EXCEL INC
5400 W 29TH AVEGARYIN46406900183580501(C)311851SOLID LIFE YOUTH PROGRAM
GARY LIFE EDUCATION INITIATIVE INCORPORATED
320 ROOSEVELT STREETGARYIN46404450581689501(C)311851COLLEGE READINESS IN THE CLASSROOM
GARY NEIGHBORHOOD SERVICES INC
300 WEST 21ST AVEGARYIN46407351188882501(C)377002010 PARTICIPATION IN COFFY COLLABORATIVE; COMMUNITY ORGANIZATIONS FOR FAMILIES AND YOUTH
GEMINUS CORPORATION
8400 LOUISIANA STMERRILLVILLEIN46410351859562501(C)315000CENTER FOR MENTORS MENTORING CO-OP, PROGRAM MANAGEMENT
GREATER HAMMOND COMMUNITY SERVICES INC
824 HOFFMAN STHAMMONDIN46327351398205501(C)35600WALK-IN FREEZER
HAMMOND BOYS AND GIRLS CLUB
5840 CALUMET AVEHAMMONDIN46320350941137501(C)312500ENHANCED MINORITY GOALS FOR GRADUATION COLLABORATION
HAMMOND COMMUNITY CORPORATION
649 CONKEY STHAMMONDIN46324501(C)3120000FUND DISTRIBUTION
HEALTH CARE ADVOCACY GROUP
1356 S LAKE PARK AVEHOBARTIN46342351996856501(C)310000HAGI (HEALTHCARE ADVOCACY GROUP, INC.)
HIGHLY FLAVORED MINISTRY
PO BOX 4418GARYIN46404144845248501(C)35000THE GARY FREEDOM SCHOOL
HOBART FAMILY YMCA
601 W 40TH PLACEHOBARTIN46342351382817501(C)320600HOBART SENIOR COMMUNITY PICNIC; HOBART SENIOR TRANSPORTATION PROGRAM
HOBART FOOD PANTRY
PO BOX 394HOBARTIN46342351757175501(C)37000FUND DISTRIBUTION
HOLISTIC COMMUNITY COALITION NFP
3601 PENNSYLVANIA AVEEAST CHICAGOIN46312421705875501(C)325000PROJECT COLLEGE BOUND; TRI-CITY ALTERNATIVE ACTIONS PROGRAM
HUMANE SOCIETY CALUMET AREA INC
421 45TH STREETMUNSTERIN46321350895837501(C)37081FUND DISTRIBUTION
IMMANUAL PRESBYTERIAN CHURCH
140 W US HWY 30SCHERERVILLEIN46375351106824501(C)37500DONOR ADVISED GRANT
IMMANUEL PRESBYTERIAN CHURCH
140 W US HWY 30SCHERERVILLEIN46375351106824501(C)37145DONOR ADVISED GRANT
INTERNATIONAL INSTITUTE OF LACASA
4506 TODD AVEEAST CHICAGOIN46312350868117501(C)36000HAMMOND IMMIGRATION RESOURCE OFFICE
IVY TECH COLLEGE
1440 EAST 35TH AVENUEGARYIN46409237073977501(C)38171YOUTH OUTREACH, GENERAL SUPPORT
JOHN WILL ANDERSON BOYS AND GIRLS CLUB
225 W 5TH AVEGARYIN46402350941137501(C)312500ENHANCED MINORITY GOALS FOR GRADUATION COLLABORATIVE
LAKE AREA UNITED WAY
221 W RIDGE ROADGRIFFITHIN46319237170019501(C)35700FUND DISTRIBUTION
LAKE CENTRAL DOLLARS FOR SCHOLARS
PO BOX 902SCHERERVILLEIN46375411696683501(C)36500SCHOLARSHIPS
LAKE STATION BOYS & GIRLS CLUB
4700 CENTRAL AVELAKE STATIONIN46405350941137501(C)35000PREPARING MINORITIES FOR DEGREES IN STEM
METROPOLITAN PLANNING COUNCIL
140 S DEARBORN ST STE 1400 STE 1600CHICAGOIL60603362382849501(C)37500EMPLOYER-ASSISTED HOUSING1600
NEIGHBORHOOD WRITING ALLIANCE
1313 E 60TH STREETCHICAGOIL60637364067815501(C)320000FUND DISTRIBUTION
OUR FAMILY CENTER
PO BOX 4253HAMMONDIN463240253331111064501(C)310000S.A.Y. YES (SAVE AMERICA'S YOUTH, YES!) AFTER-SCHOOL TUTORING AND MENTORING PROGRAM
PARENTS AS TEACHERS OF LAKE COUNTY INC
6530 NEW HAMPSHIREHAMMONDIN46323352109773501(C)369266STORY BANK; EXPLORING THE POSSIBILITIES; PROACTIVE GRANT; 2009 MATCHING CAMPAIGN
PLANNED PARENTHOOD OF INDIANA INC
200 SOUTH MERIDIAN ST STE 400INDIANAPOLISIN46225350874276501(C)325219FUND DISTRIBUTION; DONOR ADVISED PROACTIVE GRANT
PURDUE UNIVERSITY CALUMET
2200 169TH STHAMMONDIN46323356002041501(C)314368DISCOVER NURSING CAMPS, GENERAL SUPPORT, COLLEGE READINESS PROGRAMS
SALVATION ARMY GARYMERRILLVILLE CORPS & CO
4800 HARRISON STGARYIN46408135562351501(C)310000STRIVING FOR EXCELLENCE AN ACADEMICS S.E.A. PROGRAM
SOUTH SHORE ARTS
1040 RIDGE RDMUNSTERIN46321237049722501(C)360000SUSTAINABLE TRANSPORTATION: ALTERNATIVES FOR THE FUTURE
ST ANTHONY MEDICAL CENTER INC
1201 S MAIN STCROWN POINTIN46307351330472501(C)3206268FUND DISTRIBUTION
TEACH FOR AMERICA
820 N ORLEANS ST STE 3CHICAGOIL60610133541913501(C)35000TEACH FOR AMERICA'S LAKE COUNTY INITIATIVE
THE NATIONAL CENTER FOR COLLEGE COSTS
15 WEST FRANKLIN STGREENCASTLEIN46135352068979501(C)395002009-10 MURRAY & ASSOC. PROGRAMMING IN LAKE COUNTY
TRINITY EV LUTHERAN CHURCH AND SCHOOL
900 LUTHER DRIVEHOBARTIN46342356000591501(C)310000FUND DISTRIBUTION
YMCA OF GARY
150 W 15TH AVENUEGARYIN46407350868221501(C)313250MARIAN BERRY'S WATER BABIES; YES WE CAN! TEEN PROGRAM FOR GIRLS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants43TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPSTypeOfGrant
Number Of Recipients295NumberOfRecipients
Amount Of Cash Grant849691AmountOfCashGrant

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 (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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 2CTHE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN 2009.CHANGE IN PROCEDURES OF AUDIT COMMITTEE

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