2011-12-06T16:09:03-06:00 2011-06-30 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2010-07-01 351872803 LEGACY FOUNDATION INC LEGA 2197361880 1000 E 80TH PLACE SOUTH TOWER NO 302 MERRILLVILLE IN 46410 HARRY J VANDE VELDE III 2197361880 2011-11-28 1 KANDY L WISCHMEIER CPA 8125228416 2011-11-23 2010 2016-02-24 21:20:13Z HARRY J VANDE VELDE III 1000 E 80TH PLACE SOUTH TOWER NO 302 MERRILLVILLE IN 46410 17285932 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 11 100 0 0 4189359 2670560 0 0 -3077771 2275156 369708 13315 1481296 4959031 2034572 1898314 0 0 280622 342721 0 0 211155 764428 518568 3079622 2759603 -1598326 2199428 32921125 39793836 9095481 11123719 23825644 28670117 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 2270555 1898314 13315 LEGACY FOUNDATION PROVIDED TOTAL GRANTS IN 2011 EXCEEDING $1,800,000. 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 284 INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS FOR A TOTAL OF $639,426. 2270555 1 1 0 0 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 7 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 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 0 0 0 NANCY L CLIFFORD 1.00 X 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 53650 0 3193 HARRY VANDE VELDE III 40.00 X 57805 0 2492 111455 0 5685 0 0 0 0 0 2670560 25848 2670560 1151208 1151208 13450849 12326901 1123948 1123948 1123948 MISCELLANEOUS INCOME 900099 6815 6815 ADMINISTRATIVE INCOME 561000 6500 6500 13315 4959031 13315 0 2275156 1258888 1258888 639426 639426 124878 49951 31220 43707 170758 68303 42689 59766 3267 1307 817 1143 17533 7013 4383 6137 26285 10514 6571 9200 139 21 97 21 11251 3713 3825 3713 125625 125625 59185 19531 19714 19940 5292 5292 23872 7878 8116 7878 15943 5261 5421 5261 39448 5917 19724 13807 7939 2620 2699 2620 6582 2633 1316 2633 2243 561 1121 561 3118 1029 1060 1029 PROGRAM EXPENSES 182755 182755 SPECIAL EVENTS 21672 21672 DUES AND SUBSCRIPTIONS 9761 3221 3319 3221 DONOR DEVELOPMENT EXPEN 3506 3506 MISCELLANEOUS 237 13 176 48 2759603 2270555 277893 211155 393259 149216 2218789 1359122 1895 1895 79226 76968 1969 2258 30305213 38281345 32921125 39793836 34136 41586 46600 8283360 10451243 731385 630890 9095481 11123719 X -189811 156898 14381844 18807637 9633611 9705582 23825644 28670117 32921125 39793836 X 2199428 2645045 X X 0 1 1 X 0 X 1582714 1828766 1857108 4189359 2670560 12128507 1582714 1828766 1857108 4189359 2670560 12128507 2889514 9238993 611568 907830 908212 1027621 1151208 4606439 19652 13315 32967 16767913 0.55100 0.57590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28 421774 173343 4871560 1 1 0 1 23197026 1737719 5213322 1630576 418089 28099402 23738213 2192474 -659571 1724034 350056 23197026 27780154 2751115 -4564523 1915472 313061 23738213 0.34500 0.65500 0 0 79226 76968 2258 2258 ANNUITIES PAYABLE 630890 630890 4959031 2759603 2199428 4812928 -2167883 2645045 4844473 7449045 4812928 418089 5231017 2218028 125625 2615378 2741003 4959031 2604572 418089 418089 2186483 125625 447495 573120 2759603 PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH LEGACY FOUNDATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PERMANENT ENDOWMENT FUNDS ARE INVESTED AND THE EARNINGS ARE USED FOR GRANTS AND COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. TERM ENDOWMENTS ARE ALSO INVESTED AND THE PRINCIPAL AND EARNINGS ARE USED FOR GRANTS, COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES. PART XI, LINE 8 - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT -2,167,883. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 418,089. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 2,615,378. PART XIII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 418,089. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SFAS 136 ADJUSTMENT 447,495. 1 ANCILLA SYSTEMS 1419 SOUTH LAKE PARK AVE HOBART IN 46342 270296707 501(C)3 109621 FUND DISTRIBUTION BOYS & GIRLS CLUBS OF NW INDIANA 839 BROADWAY STE N303 GARY IN 464022419 350941137 501(C)3 16182 FUND DISTRIBUTION CALUMET COLLEGE 2400 NEW YORK AVENUE WHITING IN 46394 351087173 501(C)3 5000 DENNIS RITTENMEYER FUND CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 351087173 501(C)3 11938 FUND DISTRIBUTION CATHOLIC CHARITIESDIOCESE OF GARY 176 SOUTH WEST ST CROWN POINT IN 46307 351122204 501(C)3 55000 FUND DISTRIBUTION CENTER FOR POSSIBILITIES 22 TYLER AVENUE HOBART IN 46342 351169900 501(C)3 24000 BUILDING RENOVATIONS CENTRAL DISTRICT ORGANIZATION 2452 MASSACHUSETTS ST GARY IN 46407 260569618 501(C)3 14235 ANANSI'S WEB SUMMER YOUTH PROGRAM CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA 2300 - 173RD AVENUE HAMMOND IN 46323 351995603 501(C)3 6435 FUND DISTRIBUTION CHICAGO PUBLIC ART GROUP 1259 S WABASH AVE CHICAGO IL 60605 237302449 501(C)3 10000 FUND DISTRIBUTION CITY OF HOBART 414 MAIN STREET HOBART IN 46342 356001058 GOVT 193600 DEVELOPMENT OF HOBART SENIOR CENTER COMMUNITIES IN SCHOOLS OF EAST CHICAGO 100 W CHICAGO AVE EAST CHICAGO IN 46321 300110893 501(C)3 8700 READY TO GO - CHARTING FOR SUCCESS COMMUNITY CANCER RESEARCH FOUNDATION 926 RIDGE ROAD MUNSTER IN 46321 352146374 501(C)3 5000 FUND DISTRIBUTION CRISIS CENTER 101 NORTH MONTGOMERY GARY IN 46403 351324480 501(C)3 11517 FUND DISTRIBUTION CYSTIC FIBROSIS FOUNDATION - INDIANA CHAPTER 1261 W 86TH ST SUITE E-2 INDIANAPOLIS IN 46260 131930701 501(C)3 5000 FUND DISTRIBUTION DUNES LEARNING CENTER 700 HOWE ROAD CHESTERTON IN 46304 352031658 501(C)3 10000 TECHNOLOGY UPGRADES PROJECT EDUCATING TO EXCEL INC 5400 W 29TH AVE GARY IN 46406 900183580 501(C)3 15000 SOLID LIFE YOUTH PROGRAM FIRST UNITED LUTHERAN CHURCH 6705 HOHMAN AVE HAMMOND IN 463241407 351592861 501(C)3 50000 DISTRIBUTION TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GARY LIFE EDUCATION INITIATIVE INCORPORATED 320 ROOSEVELT STREET GARY IN 46404 450581689 501(C)3 15000 COLLEGE READINESS IN THE CLASSROOM GEMS - GIVING EDUCATIONAL MEANINGFUL SUBSTANCE 601 TAFT GARY IN 46402 364474081 501(C)3 5000 MAKING A DIFFERENCE THROUGH EDUCATIONAL EMPOWERMENT HAMMOND BOYS & GIRLS CLUB 5840 CALUMET AVE HAMMOND IN 46320 350941137 501(C)3 7840 LIFE SKILLS, HEALTHY HABITS, AND GOLF HAMMOND COMMUNITY CORPORATION 649 CONKEY ST HAMMOND IN 46324 501(C)3 83547 FUND DISTRIBUTION HEALTH CARE ADVOCACY GROUP 1356 S LAKE PARK AVE HOBART IN 46342 351996856 501(C)3 19500 HAIGI PRESCRIPTION ASSISTANCE HIGHLY FLAVORED MINISTRY INC PO BOX 4418 GARY IN 46404 141845248 501(C)3 7930 GARY FREEDOM SCHOOL HOBART FAMILY YMCA 601 W 40TH PLACE HOBART IN 46342 351382817 501(C)3 10000 HOBART SENIOR TAXI PROGRAM HOBART FOOD PANTRY PO BOX 394 HOBART IN 46342 351757175 501(C)3 15000 WEEKLY DISTRIBUTION OF FOOD TO HOBART SENIORS AND THEIR FAMILIES; FUND DISTRIBUTION HOSPICE OF THE CALUMET AREA INC 600 SUPERIOR AVENUE MUNSTER IN 46321 351519392 501(C)3 5000 FUND DISTRIBUTION LAKE AREA UNITED WAY 221 WEST RIDGE ROAD GRIFFITH IN 46319 237170019 501(C)3 6646 FUND DISTRIBUTION LAKE COURT HOUSE FOUNDATION INC PO BOX 556 CROWN POINT IN 46308 351368010 501(C)3 20000 FUND DISTRIBUTION LAKE COURT HOUSE FOUNDATION INC CAMPAIGN PO BOX 556 CROWN POINT IN 46308 351368010 501(C)3 5000 FIRST INSTALLMENT OF A TWO YEAR PLEDGE MEALS ON WHEELS OF NW INDIANA INC 8446 VIRGINIA ST MERRILLVILLE IN 46410 311168281 501(C)3 10000 GENERAL OPERATING SUPPORT MERRILLVILLE PARKS & RECREATION DEPARTMENT 5750 TYLER ST MERRILLVILLE IN 46410 351288379 GOVT 9000 FUND DISTRIBUTION METROPOLITAN PLANNING COUNCIL 140 S DEARBORN ST STE 1400 CHICAGO IL 60603 362382849 GOVT 20000 SHAPING NORTHWEST INDIANA AND GARY'S FUTUREGARY AND REGION INVESTMENT PROJECT NEIGHBORHOOD WRITING ALLIANCE 1313 E 60TH STREET CHICAGO IL 60637 364067815 501(C)3 10000 REQUESTED FUND DISTRIBUTION NEIGHBORHOODS INC 6340 KENNEDY AVENUE HAMMOND IN 46320 352076156 501(C)3 21500 PLEASE, HAVE A SEAT! NORTHWEST INDIANA SYMPHONY ORCHESTRA 1040 RIDGE ROAD MUNSTER IN 46321 351359750 501(C)3 6800 AUDIO-VISUAL UPGRADES FOR CHILDREN'S CONCERTS OUR FAMILY CENTER PO BOX 4253 HAMMOND IN 463240253 331111064 501(C)3 15000 AFTER SCHOOL TUTORING & MENTORING PROGRAM AND SUMMER DAY CAMP LEADERSHIP PROGRAM. PARENTS AS TEACHERS OF LAKE COUNTY INC CO MILLER ELEMENTARY SCHOOL 6530 NEW HAMPSHIRE HAMMOND IN 46323 352109773 501(C)3 10000 DONOR ADVISED GRANT SALVATION ARMY 8225 COLUMBIA AVENUE MUNSTER IN 46321 135562351 501(C)3 6709 REQUESTED FUND DISTRIBUTION SCHOOL CITY OF HOBART 32 EAST 7TH ST HOBART IN 46342 356002466 501(C)3 9600 SENIOR FUN SOJOURNER TRUTH HOUSE 410 WEST 13TH AVENUE GARY IN 46407 270296707 501(C)3 15000 NONVIOLENT COMMUNICATION TRAINING PROJECT; FUND DISTRIBUTION SOUTH SHORE ARTS 1040 RIDGE RD MUNSTER IN 46321 237049722 501(C)3 94790 EXPANSION OF "THE SKIN YOU LIVE IN" ARTS-BASED LITERACY PROGRAMREQUESTED FUND DISTRIBUTIONBEAUX ARTS BALL ST ANTHONY MEDICAL CENTER INC 1201 S MAIN ST CROWN POINT IN 46307 351330472 501(C)3 23429 REQUESTED FUND DISTRIBUTION THE FIRST TEE OF HAMMOND CO LOST MARSH GOLF COURSE 901 E 129TH ST HAMMOND IN 46320 204514968 501(C)3 5851 ACT/SAT PREP AND GOLF CAREER AWARENESS THE INDIANA PARTNERSHIPS CENTER INDIANA PIRC 921 E 86TH ST STE 108 INDIANAPOLIS IN 46240 352145677 501(C)3 6000 INDIANA ACADEMY FOR PARENT AND SCHOOL LEADERSHIP THE NATIONAL CENTER FOR COLLEGE COSTS 15 WEST FRANKLIN STREET GREENCASTLE IN 46135 352068979 501(C)3 7000 INVOICE# 00516-F - 11/10/10 PROGRAMMING IN LAKE COUNTY TRADEWINDS REHABILITATION CENTER INC 5901 WEST 7TH AVENUE GARY IN 46406 351139485 501(C)3 30121 REQUESTED FUND DISTRIBUTIONYOUTH EMPLOYMENT READINESS PROGRAM TRI TOWN SAFETY VILLAGE 1350 EAGLE RIDGE DRIVE SCHERERVILLE IN 46375 351944436 501(C)3 8455 TRI TOWN SAFETY VILLAGE TRINITY EV LUTHERAN CHURCH AND SCHOOL 900 LUTHER DRIVE HOBART IN 46342 356000591 501(C)3 10000 DISTRIBUTION APPROVED BY PATRICIA REESE YMCA OF HAMMOND AREA 7322 SOUTHEASTERN AVENUE HAMMOND IN 46324 351046843 501(C)3 7840 HEALTHY HABITS GOLF CAMP YWCA OF GARY 150 WEST 15TH AVENUE GARY IN 46407 350868221 501(C)3 5000 SWIM PROGRAM IN MEMORY OF MARION BERRY 50 0 SCHOLARSHIPS 284 639426 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. X 1 25848 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE MONITORED ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. EACH BOARD MEMBER SHALL DISCLOSE IN WRITING ANY INTEREST HELD BY SELF OR IMMEDIATE FAMILY INCLUDING WITH A CHARITABLE OR COMMUNITY ORGANIZATION, BUSINESS ENTERPRISE OR CONSULTING WORK OR AFFILIATION WITH ORGANIZATIONS THAT MAY CREATE AN INTEREST OR BIAS WITH RESPECT TO THE FOUNDATION'S ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL IS PERFORMED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE COMMITTEE UTILIZES THE COUNCIL ON FOUNDATIONS, INDIANA GRANTMAKERS ALLIANCE AND LOCAL SALARY SURVEY INFORMATION IN REVIEW OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS, DONORS AND OTHER STAKEHOLDERS. GUIDESTAR IS UPDATED WITH THE FOUNDATION'S CURRENT GOVERNING DOCUMENTS. CURRENT AND PAST ANNUAL REPORTS, FORM 990, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON REQUEST OR BY VISITING THE FOUNDATION WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,812,928. SFAS 136 ADJUSTMENT -2,167,883. TOTAL TO FORM 990, PART XI, LINE 5: 2,645,045. CHANGES IN PROCEDURES OF AUDIT COMMITTEE FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.