2011-03-22T15:41:10-05:00 2010-06-30 Blue & Co LLC 106 Community Dr Seymour IN 47274 990 2009-07-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 1000 E 80TH PLACE SOUTH TOWER No 302 MERRILLVILLE IN 46410 HARRY J VANDE VELDE III 2197361880 2011-03-16 1 Kandy L Wischmeier CPA 8125228416 2011-03-16 2009 2016-02-24 21:20:13Z HARRY J VANDE VELDE III 1000 E 80TH PLACE SOUTH TOWER No 302 MERRILLVILLE IN 46410 35196430 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. 24 24 6 100 0 0 2857108 4189359 0 -947653 -3077771 369708 1909455 1481296 1923472 2034572 0 262108 280622 0 270798 487754 764428 2673334 3079622 -763879 -1598326 27364084 32921125 1444722 9095481 25919362 23825644 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 2504785 2034572 1481296 LEGACY 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 $849,691 2504785 1 1 0 0 1 0 0 1 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 4 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X HARRY J VANDE VELDE III 2197361880 1000 E 80TH PLACE SOUTH TOWER No MERRILLVILLE IN 46410 BOB ANADELL 1.00 X 0 0 0 JUDGE LORENZO ARREDONDO 1.00 X 0 0 0 DAVID BOCHNOWSKI 1.00 X 0 0 0 CORNELIA A BROWN 1.00 X 0 0 0 MARGOT CLARK 1.00 X X 0 0 0 NANCY L CLIFFORD 1.00 X 0 0 0 HOWARD COHEN 1.00 X 0 0 0 FREDRICKA DAVIDSON 1.00 X 0 0 0 FRANKIE FESKO 1.00 X 0 0 0 DANETTE GARZA 1.00 X 0 0 0 MATTHEW H GLAROS 1.00 X 0 0 0 JAMES GREINER 1.00 X 0 0 0 AMY HAN 1.00 X X 0 0 0 CAROL HIGHSMITH 1.00 X 0 0 0 RICHARD KOMYATTE 1.00 X 0 0 0 KENNETH KRUPINSKI CPA 1.00 X X 0 0 0 JANET MORAN 1.00 X 0 0 0 WILLIAM NANGLE 1.00 X 0 0 0 ROBERT NICKOVICH 1.00 X X 0 0 0 STEVE PANGERE 1.00 X 0 0 0 STEPHEN PLACE 1.00 X 0 0 0 TORY PRASCO 1.00 X 0 0 0 DAVE RYAN 1.00 X 0 0 0 MICHAEL SUGGS 1.00 X 0 0 0 NANCY K JOHNSON 40.00 X 95000 0 6051 95000 0 6051 0 0 0 0 0 4189359 4189359 1027621 1027621 29609742 33715134 -4105392 -4105392 -4105392 ADMINISTRATIVE INCOME 561000 350573 350573 MISCELLANEOUS INCOME 900099 19135 19135 369708 1481296 369708 0 -3077771 1184881 1184881 849691 849691 100943 40377 25236 35330 148834 59533 37209 52092 3066 1226 767 1073 5068 2028 1267 1773 22711 9084 5678 7949 350056 140023 87514 122519 539 270 269 8170 2696 2778 2696 96994 96994 23662 7809 7983 7870 1238 1238 24223 7994 8236 7993 7652 2525 2602 2525 39576 5936 19788 13852 8369 2762 2845 2762 1254 502 251 501 3229 807 1615 807 PROGRAM EXPENSES 183993 183993 DUES AND SUBSCRIPTIONS 5566 1837 1892 1837 DONOR DEVELOPMENT EXPEN 3630 3630 INSURANCE - BUSINESS PA 3277 1081 1114 1082 SPECIAL EVENTS 3000 3000 3079622 2504785 304039 270798 393259 214320 2218789 1895 76695 74726 5198 1969 27144566 30305213 27364084 32921125 34136 46600 8283360 1444722 731385 1444722 9095481 X 1996715 -189811 4380854 14381844 19541793 9633611 25919362 23825644 27364084 32921125 X 0 1 1 X 0 X 1586510 1582714 1828766 1857108 4189359 11044457 1586510 1582714 1828766 1857108 4189359 11044457 2474408 8570049 382436 611568 907830 908212 1027621 3837667 14882124 369708 0.57590 0.55800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 472692 212082 3839095 1 1 0 1 23738213 2192474 -659571 1724034 350056 23197026 27780154 2751115 -4564523 1915472 313061 23738213 0.42000 0.58000 0 0 76695 74726 1969 1969 GOVERNMENT SECURITIES 47308 F CORPORATE BONDS 40583 F DOMESTIC EQUITY SECURITIES 7580 F DOMESTIC EQUITY MUTUAL FUNDS 14811522 F DOMESTIC FIXED INC MUTUAL FUNDS 6252423 F FOREIGN EQUITY MUTUAL FUNDS 4896960 F FOREIGN FIXED INC MUTUAL FUNDS 845026 F REAL ESTATE INV TRUST FUND 471176 F HEDGE FUNDS 2932635 F 30305213 ANNUITIES PAYABLE 731385 731385 1481296 3079622 -1598326 7274534 -5423829 -2346097 -495392 -2093718 5817108 7274534 7274534 -1457426 96994 2841728 2938722 1481296 2486997 0 2486997 96994 495631 592625 3079622 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: Description of Intended Use of Endowment Funds: PERMANENT ENDOWMENT FUNDS ARE INVESTED AND THE EARNINGS ARE USED FOR GRANTS AND COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. TERM ENDOWMENTS ARE ALSO INVESTED AND THE PRINCIPAL AND EARNINGS ARE USED FOR GRANTS, COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. Part 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. 1 ANCILLA SYSTEMS 1419 S LAKE PARK AVE HOBART IN 46342 270296707 501(C)3 100055 FUND DISTRIBUTIONS ARC BRIDGES 2650 WEST 35TH AVE GARY IN 46408 351055076 501(C)3 20000 VANS MOVE PEOPLE BOYS & GIRLS CLUB OF NW INDIANA 839 BROADWAY STE N303 GARY IN 464022419 350941137 501(C)3 23590 CREATION OF COFFY LOGIC MODEL; FUND DISTRIBUTIONS CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVENUE WHITING IN 46394 351087173 501(C)3 12775 GENERAL SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF GARY 176 SOUTH WEST ST CROWN POINT IN 46307 351122204 501(C)3 6407 FUND DISTRIBUTION CENTER FOR POSSIBILITIES 22 TYLER AVE HOBART IN 46342 351169900 501(C)3 13500 CAPITAL IMPROVEMENTS; FUND DISTRIBUTION CHALLENGER LEARNING CENTER OF NORTHWEST IN 2300-173RD AVE HAMMOND IN 46323 351995603 501(C)3 45135 SUMMER CAMP; VOYAGE TO MARS & HALF-DAY SKY VOYAGES; FUND DISTRIBUTIONS COMMUNITIES IN SCHOOLS OF EAST CHICAGO 100 W CHICAGO AVE EAST CHICAGO IN 46132 300110893 501(C)3 14351 READY2GO - CHARTING FOR SUCCESS DOCTORS WITHOUT BORDERS USA 333 SEVENTH AVE 2ND FLOOR NEW YORK NY 10001 133433452 501(C)3 5000 FUND DISTRIBUTION EDUCATING TO EXCEL INC 5400 W 29TH AVE GARY IN 46406 900183580 501(C)3 11851 SOLID LIFE YOUTH PROGRAM GARY LIFE EDUCATION INITIATIVE INCORPORATED 320 ROOSEVELT STREET GARY IN 46404 450581689 501(C)3 11851 COLLEGE READINESS IN THE CLASSROOM GARY NEIGHBORHOOD SERVICES INC 300 WEST 21ST AVE GARY IN 46407 351188882 501(C)3 7700 2010 PARTICIPATION IN COFFY COLLABORATIVE; COMMUNITY ORGANIZATIONS FOR FAMILIES AND YOUTH GEMINUS CORPORATION 8400 LOUISIANA ST MERRILLVILLE IN 46410 351859562 501(C)3 15000 CENTER FOR MENTORS MENTORING CO-OP, PROGRAM MANAGEMENT GREATER HAMMOND COMMUNITY SERVICES INC 824 HOFFMAN ST HAMMOND IN 46327 351398205 501(C)3 5600 WALK-IN FREEZER HAMMOND BOYS AND GIRLS CLUB 5840 CALUMET AVE HAMMOND IN 46320 350941137 501(C)3 12500 ENHANCED MINORITY GOALS FOR GRADUATION COLLABORATION HAMMOND COMMUNITY CORPORATION 649 CONKEY ST HAMMOND IN 46324 501(C)3 120000 FUND DISTRIBUTION HEALTH CARE ADVOCACY GROUP 1356 S LAKE PARK AVE HOBART IN 46342 351996856 501(C)3 10000 HAGI (HEALTHCARE ADVOCACY GROUP, INC.) HIGHLY FLAVORED MINISTRY PO BOX 4418 GARY IN 46404 144845248 501(C)3 5000 THE GARY FREEDOM SCHOOL HOBART FAMILY YMCA 601 W 40TH PLACE HOBART IN 46342 351382817 501(C)3 20600 HOBART SENIOR COMMUNITY PICNIC; HOBART SENIOR TRANSPORTATION PROGRAM HOBART FOOD PANTRY PO BOX 394 HOBART IN 46342 351757175 501(C)3 7000 FUND DISTRIBUTION HOLISTIC COMMUNITY COALITION NFP 3601 PENNSYLVANIA AVE EAST CHICAGO IN 46312 421705875 501(C)3 25000 PROJECT COLLEGE BOUND; TRI-CITY ALTERNATIVE ACTIONS PROGRAM HUMANE SOCIETY CALUMET AREA INC 421 45TH STREET MUNSTER IN 46321 350895837 501(C)3 7081 FUND DISTRIBUTION IMMANUAL PRESBYTERIAN CHURCH 140 W US HWY 30 SCHERERVILLE IN 46375 351106824 501(C)3 7500 DONOR ADVISED GRANT IMMANUEL PRESBYTERIAN CHURCH 140 W US HWY 30 SCHERERVILLE IN 46375 351106824 501(C)3 7145 DONOR ADVISED GRANT INTERNATIONAL INSTITUTE OF LACASA 4506 TODD AVE EAST CHICAGO IN 46312 350868117 501(C)3 6000 HAMMOND IMMIGRATION RESOURCE OFFICE IVY TECH COLLEGE 1440 EAST 35TH AVENUE GARY IN 46409 237073977 501(C)3 8171 YOUTH OUTREACH, GENERAL SUPPORT JOHN WILL ANDERSON BOYS AND GIRLS CLUB 225 W 5TH AVE GARY IN 46402 350941137 501(C)3 12500 ENHANCED MINORITY GOALS FOR GRADUATION COLLABORATIVE LAKE AREA UNITED WAY 221 W RIDGE ROAD GRIFFITH IN 46319 237170019 501(C)3 5700 FUND DISTRIBUTION LAKE CENTRAL DOLLARS FOR SCHOLARS PO BOX 902 SCHERERVILLE IN 46375 411696683 501(C)3 6500 SCHOLARSHIPS LAKE STATION BOYS & GIRLS CLUB 4700 CENTRAL AVE LAKE STATION IN 46405 350941137 501(C)3 5000 PREPARING MINORITIES FOR DEGREES IN STEM METROPOLITAN PLANNING COUNCIL 140 S DEARBORN ST STE 1400 STE 1600 1600 CHICAGO IL 60603 362382849 501(C)3 7500 EMPLOYER-ASSISTED HOUSING NEIGHBORHOOD WRITING ALLIANCE 1313 E 60TH STREET CHICAGO IL 60637 364067815 501(C)3 20000 FUND DISTRIBUTION OUR FAMILY CENTER PO BOX 4253 HAMMOND IN 463240253 331111064 501(C)3 10000 S.A.Y. YES (SAVE AMERICA'S YOUTH, YES!) AFTER-SCHOOL TUTORING AND MENTORING PROGRAM PARENTS AS TEACHERS OF LAKE COUNTY INC 6530 NEW HAMPSHIRE HAMMOND IN 46323 352109773 501(C)3 69266 STORY BANK; EXPLORING THE POSSIBILITIES; PROACTIVE GRANT; 2009 MATCHING CAMPAIGN PLANNED PARENTHOOD OF INDIANA INC 200 SOUTH MERIDIAN ST STE 400 INDIANAPOLIS IN 46225 350874276 501(C)3 25219 FUND DISTRIBUTION; DONOR ADVISED PROACTIVE GRANT PURDUE UNIVERSITY CALUMET 2200 169TH ST HAMMOND IN 46323 356002041 501(C)3 14368 DISCOVER NURSING CAMPS, GENERAL SUPPORT, COLLEGE READINESS PROGRAMS SALVATION ARMY GARYMERRILLVILLE CORPS & CO 4800 HARRISON ST GARY IN 46408 135562351 501(C)3 10000 STRIVING FOR EXCELLENCE AN ACADEMICS S.E.A. PROGRAM SOUTH SHORE ARTS 1040 RIDGE RD MUNSTER IN 46321 237049722 501(C)3 60000 SUSTAINABLE TRANSPORTATION: ALTERNATIVES FOR THE FUTURE ST ANTHONY MEDICAL CENTER INC 1201 S MAIN ST CROWN POINT IN 46307 351330472 501(C)3 206268 FUND DISTRIBUTION TEACH FOR AMERICA 820 N ORLEANS ST STE 3 CHICAGO IL 60610 133541913 501(C)3 5000 TEACH FOR AMERICA'S LAKE COUNTY INITIATIVE THE NATIONAL CENTER FOR COLLEGE COSTS 15 WEST FRANKLIN ST GREENCASTLE IN 46135 352068979 501(C)3 9500 2009-10 MURRAY & ASSOC. PROGRAMMING IN LAKE COUNTY TRINITY EV LUTHERAN CHURCH AND SCHOOL 900 LUTHER DRIVE HOBART IN 46342 356000591 501(C)3 10000 FUND DISTRIBUTION YMCA OF GARY 150 W 15TH AVENUE GARY IN 46407 350868221 501(C)3 13250 MARIAN BERRY'S WATER BABIES; YES WE CAN! TEEN PROGRAM FOR GIRLS 43 SCHOLARSHIPS 295 849691 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. FORM 990, PART XI, LINE 2C CHANGE IN PROCEDURES OF AUDIT COMMITTEE THE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN 2009.