TY 2021 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) GREGORY GORDON...................................................................... CHAIR	1.00 ................. 0.50	X	X
(2) CAREY YUKICH...................................................................... VICE-CHAIR	1.00 ................. 0.50	X	X
(3) JAMES DUNNE...................................................................... TREASURER	1.00 ................. 0.50	X	X
(4) DANA RIFAI...................................................................... SECRETARY	1.00 ................. 0.50	X	X
(5) DEBRA R BOLANOS...................................................................... DIRECTOR	1.00 ................. 0.50	X
(6) KARIMA HASAN BEY...................................................................... DIRECTOR	1.00 ................. 0.50	X
(7) MICHAEL DOBOSZ...................................................................... DIRECTOR	1.00 ................. 0.50	X
(8) SEAN EGAN...................................................................... DIRECTOR	1.00 ................. 0.50	X
(9) JOHN FREYEK...................................................................... DIRECTOR	1.00 ................. 0.50	X
(10) HEATHER GARAY...................................................................... DIRECTOR	1.00 ................. 0.50	X
(11) MICHAEL GRIFFIN...................................................................... DIRECTOR	1.00 ................. 0.50	X
(12) CRYSTAL L JOHNSON...................................................................... DIRECTOR	1.00 ................. 0.50	X
(13) ROBERT JOHNSON...................................................................... DIRECTOR	1.00 ................. 0.50	X
(14) STEPHEN KAVOIS...................................................................... DIRECTOR	1.00 ................. 0.50	X
(15) THOMAS KEON...................................................................... DIRECTOR	1.00 ................. 0.50	X
(16) RICHARD LEVERETT...................................................................... DIRECTOR	1.00 ................. 0.50	X
(17) SHANNON NODER...................................................................... DIRECTOR	1.00 ................. 0.50	X

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

LEGACY FOUNDATION INC

Employer identification number

35-1872803

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2021

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	2,079,172	6,501,308	4,144,094	12,983,868	2,686,336	28,394,778
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	2,079,172	6,501,308	4,144,094	12,983,868	2,686,336	28,394,778
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						16,254,288
6	Public support. Subtract line 5 from line 4.						12,140,490

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
7	Amounts from line 4..	2,079,172	6,501,308	4,144,094	12,983,868	2,686,336	28,394,778
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	2,127,874	2,256,063	2,137,645	2,075,168	1,497,888	10,094,638
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	7,123	68,017	15,830	1,629	4,795	97,394
11	Total support. Add lines 7 through 10						38,586,810

Gross receipts from related activities, etc. (see instructions) ..................

3,500,644

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2021 (line 6, column (f) divided by line 11, column (f)) .........

31.460 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

30.040 %

16a

33 1/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2021

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2021

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2021

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2021

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2021

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2021 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
THE LEGACY FOUNDATION, INC. (FOUNDATION) IS OPERATED IN ALL ASPECTS AS A PUBLIC FOUNDATION. THE FOUNDATION HAS MAINTAINED AN ONGOING AND ACTIVE PROGRAM OF SOLICITATION THROUGHOUT THE COMMUNITY IT SERVES FOR FINANCIAL SUPPORT. THE FOUNDATION ATTEMPTS TO REACH EACH ONE OF THE HOUSEHOLDS IN THE COMMUNITY TO THE MAXIMUM EXTENT POSSIBLE. PLEASE CONSIDER THE FOLLOWING: - THE FOUNDATION SENDS AN ANNUAL MAILING TO SOLICIT DONORS - THE FOUNDATION REGULARLY SENDS OTHER MAILINGS WITH THE PURPOSE OF RAISING FUNDS FROM THE FOUNDATION'S BROAD BASE OF SUPPORT. - THE FOUNDATION PUBLICIZES THE PUBLIC NATURE OF ITS ACTIVITIES IN THE LOCAL NEWSPAPER, INCLUDING THE AVAILABILITY OF SCHOLARSHIPS AND GRANTS. - THE FOUNDATION'S ANNUAL MEETING IS OPEN TO ALL, AND THE FINANCIAL RECORDS ARE OPEN TO INSPECTION BY ANY INTERESTED PARTY. - THE FOUNDATION PARTICIPATES IN LOCAL EXHIBITIONS AND ACTIVITIES TO RAISE AWARENESS OF THE FOUNDATION WITHIN THE COMMUNITY AND TO ATTRACT NEW DONORS. - THE FOUNDATION'S STAFF AND BOARD MEMBERS REGULARLY SPEAK TO PUBLIC ORGANIZATIONS TO RAISE AWARENESS AND ATTRACT NEW DONORS. - WHENEVER POSSIBLE, THE FOUNDATION SPONSORS WORKSHOPS AND EVENTS OF BENEFIT TO INDIVIDUALS, PROFESSIONALS, AND/OR THE NONPROFIT COMMUNITY. - THE ENDOWMENT INCOME GENERATED BY THE INDIVIDUAL FUNDS THAT COMPRISE THE FOUNDATION ORIGINATES FROM A WIDE RANGE OF ORIGINAL SOURCES. TO DATE, THE FOUNDATION HOLDS OVER 350 INDIVIDUAL FUNDS REPRESENTING NEW GIFTS, BEQUESTS, SUCCESSOR TRUSTEESHIPS, AND SOME PASS-THROUGH FUNDS. FUND DONORS ARE A DIVERSE GROUP, MIRRORING THE SOCIOECONOMIC PROFILE OF THE LARGER COMMUNITY. - THE FOUNDATION HAS MADE A DELIBERATE EFFORT TO MAKE FUND DONATIONS MORE ACCESSIBLE TO EVERYONE IN THE COMMUNITY THROUGH A PLAN THAT PERMITS THE DONOR TO BUILD THE PRINCIPAL AMOUNT OF A CHARITABLE FUND OVER TIME. - TYPICALLY, THE FOUNDATION'S GROWTH HAS BEEN A DIRECT RESULT OF MANY SMALLER GIFTS AND THE MATCHING FUNDS THAT THOSE GIFTS HAVE ATTRACTED FROM THE LILLY ENDOWMENT, INC. AND OTHER FUNDING SOURCES. - THE FOUNDATION RECEIVED AN VERY UNUSUAL 10,000,000 GIFT IN 2020 THAT IS CAUSING THE PUBLIC SUPPORT TEST TO DIP BELOW 33 1/3%. IN ADDITION TO BROAD-BASED FINANCIAL SUPPORT, THE FOUNDATION IS EXTREMELY ACTIVE IN COMMUNITY OUTREACH. OUR PROGRAM OF GRANTMAKING IS DESIGNED TO TOUCH EVERY INDIVIDUAL LIVING IN OUR COMMUNITY TO AT LEAST SOME EXTENT. MAJOR FINANCIAL SUPPORT IS DIRECTED TO SCHOLARSHIP AWARDS, EDUCATIONAL PROGRAMS, HUMAN SERVICES, HISTORIC PRESERVATION, CULTURAL ENRICHMENT, YOUTH ACTIVITIES, PUBLIC HEALTH, AND COMMUNITY DEVELOPMENT. THE FOUNDATION'S BOARD OF DIRECTORS REPRESENTS A CROSS-SECTION OF OUR COMMUNITY. THE BOARD BRINGS TOGETHER INDIVIDUALS WITH DIFFERENT SOCIOECONOMIC PROFILES, INTERESTS, PROFESSIONAL/CAREER AFFILIATIONS, AND VIEWPOINTS. NONE OF THE BOARD MEMBERS IS RELTAED TO THE STAFF OR TO ANY OTHER MEMBER OF THE BOARD. TERM LIMITS ARE IMPOSED TO ENSURE THAT NO MEMBER BECOMES A FIXTURE AT THE FOUNDATION. TO FURTHER EXPAND THE FOUNDATION'S OUTREACH, NON-BOARD VOLUNTEERS FROM THE COMMUNITY ARE INVITED TO PARTICIPATE ON THE FOUNDATION'S COMMITTEES. IN CONCLUSION, THE SPIRIT OF THE FOUNDATION IS WHOLLY PUBLIC - IN THE SOLICATATION OF FUNDS, THE ELECTION OF BOARD REPRESENTATION, AND IN THE PROGRAMMING WHICH THE FOUNDATION CARRIES OUT WITHIN THE COMMUNITY. THE FOUNDATION NOT ONLY HEARS THE VOICES OF THE COMMUNITY AND ACTS UPON THE COMMUNITY'S NEEDS ACCORDINGLY BUT IT HAS BEEN PRO-ACTIVE BY CONVENING GROUPS THAT HAVE GROWN INTO VALUABLE ASSETS TO THE COMMUNITY. THE FOUNDATION IS IN NO WAY INACCESSIBLE, EXCLUSIVE, OR CONTROLLED BY A SMALL FACTION OF ITS CONSTITUENCY. THE FOUNDATION HAS BEEN BUILT BY THE COMMUNITY, AND IT EXISTS SOLELY TO SERVE THE COMMUNITY.

Facts And Circumstances Test

THE LEGACY FOUNDATION, INC. (FOUNDATION) IS OPERATED IN ALL ASPECTS AS A PUBLIC FOUNDATION. THE FOUNDATION HAS MAINTAINED AN ONGOING AND ACTIVE PROGRAM OF SOLICITATION THROUGHOUT THE COMMUNITY IT SERVES FOR FINANCIAL SUPPORT. THE FOUNDATION ATTEMPTS TO REACH EACH ONE OF THE HOUSEHOLDS IN THE COMMUNITY TO THE MAXIMUM EXTENT POSSIBLE. PLEASE CONSIDER THE FOLLOWING: - THE FOUNDATION SENDS AN ANNUAL MAILING TO SOLICIT DONORS - THE FOUNDATION REGULARLY SENDS OTHER MAILINGS WITH THE PURPOSE OF RAISING FUNDS FROM THE FOUNDATION'S BROAD BASE OF SUPPORT. - THE FOUNDATION PUBLICIZES THE PUBLIC NATURE OF ITS ACTIVITIES IN THE LOCAL NEWSPAPER, INCLUDING THE AVAILABILITY OF SCHOLARSHIPS AND GRANTS. - THE FOUNDATION'S ANNUAL MEETING IS OPEN TO ALL, AND THE FINANCIAL RECORDS ARE OPEN TO INSPECTION BY ANY INTERESTED PARTY. - THE FOUNDATION PARTICIPATES IN LOCAL EXHIBITIONS AND ACTIVITIES TO RAISE AWARENESS OF THE FOUNDATION WITHIN THE COMMUNITY AND TO ATTRACT NEW DONORS. - THE FOUNDATION'S STAFF AND BOARD MEMBERS REGULARLY SPEAK TO PUBLIC ORGANIZATIONS TO RAISE AWARENESS AND ATTRACT NEW DONORS. - WHENEVER POSSIBLE, THE FOUNDATION SPONSORS WORKSHOPS AND EVENTS OF BENEFIT TO INDIVIDUALS, PROFESSIONALS, AND/OR THE NONPROFIT COMMUNITY. - THE ENDOWMENT INCOME GENERATED BY THE INDIVIDUAL FUNDS THAT COMPRISE THE FOUNDATION ORIGINATES FROM A WIDE RANGE OF ORIGINAL SOURCES. TO DATE, THE FOUNDATION HOLDS OVER 350 INDIVIDUAL FUNDS REPRESENTING NEW GIFTS, BEQUESTS, SUCCESSOR TRUSTEESHIPS, AND SOME PASS-THROUGH FUNDS. FUND DONORS ARE A DIVERSE GROUP, MIRRORING THE SOCIOECONOMIC PROFILE OF THE LARGER COMMUNITY. - THE FOUNDATION HAS MADE A DELIBERATE EFFORT TO MAKE FUND DONATIONS MORE ACCESSIBLE TO EVERYONE IN THE COMMUNITY THROUGH A PLAN THAT PERMITS THE DONOR TO BUILD THE PRINCIPAL AMOUNT OF A CHARITABLE FUND OVER TIME. - TYPICALLY, THE FOUNDATION'S GROWTH HAS BEEN A DIRECT RESULT OF MANY SMALLER GIFTS AND THE MATCHING FUNDS THAT THOSE GIFTS HAVE ATTRACTED FROM THE LILLY ENDOWMENT, INC. AND OTHER FUNDING SOURCES. - THE FOUNDATION RECEIVED AN VERY UNUSUAL 10,000,000 GIFT IN 2020 THAT IS CAUSING THE PUBLIC SUPPORT TEST TO DIP BELOW 33 1/3%. IN ADDITION TO BROAD-BASED FINANCIAL SUPPORT, THE FOUNDATION IS EXTREMELY ACTIVE IN COMMUNITY OUTREACH. OUR PROGRAM OF GRANTMAKING IS DESIGNED TO TOUCH EVERY INDIVIDUAL LIVING IN OUR COMMUNITY TO AT LEAST SOME EXTENT. MAJOR FINANCIAL SUPPORT IS DIRECTED TO SCHOLARSHIP AWARDS, EDUCATIONAL PROGRAMS, HUMAN SERVICES, HISTORIC PRESERVATION, CULTURAL ENRICHMENT, YOUTH ACTIVITIES, PUBLIC HEALTH, AND COMMUNITY DEVELOPMENT. THE FOUNDATION'S BOARD OF DIRECTORS REPRESENTS A CROSS-SECTION OF OUR COMMUNITY. THE BOARD BRINGS TOGETHER INDIVIDUALS WITH DIFFERENT SOCIOECONOMIC PROFILES, INTERESTS, PROFESSIONAL/CAREER AFFILIATIONS, AND VIEWPOINTS. NONE OF THE BOARD MEMBERS IS RELTAED TO THE STAFF OR TO ANY OTHER MEMBER OF THE BOARD. TERM LIMITS ARE IMPOSED TO ENSURE THAT NO MEMBER BECOMES A FIXTURE AT THE FOUNDATION. TO FURTHER EXPAND THE FOUNDATION'S OUTREACH, NON-BOARD VOLUNTEERS FROM THE COMMUNITY ARE INVITED TO PARTICIPATE ON THE FOUNDATION'S COMMITTEES. IN CONCLUSION, THE SPIRIT OF THE FOUNDATION IS WHOLLY PUBLIC - IN THE SOLICATATION OF FUNDS, THE ELECTION OF BOARD REPRESENTATION, AND IN THE PROGRAMMING WHICH THE FOUNDATION CARRIES OUT WITHIN THE COMMUNITY. THE FOUNDATION NOT ONLY HEARS THE VOICES OF THE COMMUNITY AND ACTS UPON THE COMMUNITY'S NEEDS ACCORDINGLY BUT IT HAS BEEN PRO-ACTIVE BY CONVENING GROUPS THAT HAVE GROWN INTO VALUABLE ASSETS TO THE COMMUNITY. THE FOUNDATION IS IN NO WAY INACCESSIBLE, EXCLUSIVE, OR CONTROLLED BY A SMALL FACTION OF ITS CONSTITUENCY. THE FOUNDATION HAS BEEN BUILT BY THE COMMUNITY, AND IT EXISTS SOLELY TO SERVE THE COMMUNITY.

Return Reference	Explanation
PART II, LINE 10	MISCELLANEOUS/PROGRAM INCOME 97,394
PART II, LINE 17A	THE LEGACY FOUNDATION, INC. (FOUNDATION) IS OPERATED IN ALL ASPECTS AS A PUBLIC FOUNDATION. THE FOUNDATION HAS MAINTAINED AN ONGOING AND ACTIVE PROGRAM OF SOLICITATION THROUGHOUT THE COMMUNITY IT SERVES FOR FINANCIAL SUPPORT. THE FOUNDATION ATTEMPTS TO REACH EACH ONE OF THE HOUSEHOLDS IN THE COMMUNITY TO THE MAXIMUM EXTENT POSSIBLE. PLEASE CONSIDER THE FOLLOWING: - THE FOUNDATION SENDS AN ANNUAL MAILING TO SOLICIT DONORS - THE FOUNDATION REGULARLY SENDS OTHER MAILINGS WITH THE PURPOSE OF RAISING FUNDS FROM THE FOUNDATION'S BROAD BASE OF SUPPORT. - THE FOUNDATION PUBLICIZES THE PUBLIC NATURE OF ITS ACTIVITIES IN THE LOCAL NEWSPAPER, INCLUDING THE AVAILABILITY OF SCHOLARSHIPS AND GRANTS. - THE FOUNDATION'S ANNUAL MEETING IS OPEN TO ALL, AND THE FINANCIAL RECORDS ARE OPEN TO INSPECTION BY ANY INTERESTED PARTY. - THE FOUNDATION PARTICIPATES IN LOCAL EXHIBITIONS AND ACTIVITIES TO RAISE AWARENESS OF THE FOUNDATION WITHIN THE COMMUNITY AND TO ATTRACT NEW DONORS. - THE FOUNDATION'S STAFF AND BOARD MEMBERS REGULARLY SPEAK TO PUBLIC ORGANIZATIONS TO RAISE AWARENESS AND ATTRACT NEW DONORS. - WHENEVER POSSIBLE, THE FOUNDATION SPONSORS WORKSHOPS AND EVENTS OF BENEFIT TO INDIVIDUALS, PROFESSIONALS, AND/OR THE NONPROFIT COMMUNITY. - THE ENDOWMENT INCOME GENERATED BY THE INDIVIDUAL FUNDS THAT COMPRISE THE FOUNDATION ORIGINATES FROM A WIDE RANGE OF ORIGINAL SOURCES. TO DATE, THE FOUNDATION HOLDS OVER 350 INDIVIDUAL FUNDS REPRESENTING NEW GIFTS, BEQUESTS, SUCCESSOR TRUSTEESHIPS, AND SOME PASS-THROUGH FUNDS. FUND DONORS ARE A DIVERSE GROUP, MIRRORING THE SOCIOECONOMIC PROFILE OF THE LARGER COMMUNITY. - THE FOUNDATION HAS MADE A DELIBERATE EFFORT TO MAKE FUND DONATIONS MORE ACCESSIBLE TO EVERYONE IN THE COMMUNITY THROUGH A PLAN THAT PERMITS THE DONOR TO BUILD THE PRINCIPAL AMOUNT OF A CHARITABLE FUND OVER TIME. - TYPICALLY, THE FOUNDATION'S GROWTH HAS BEEN A DIRECT RESULT OF MANY SMALLER GIFTS AND THE MATCHING FUNDS THAT THOSE GIFTS HAVE ATTRACTED FROM THE LILLY ENDOWMENT, INC. AND OTHER FUNDING SOURCES. - THE FOUNDATION RECEIVED AN VERY UNUSUAL 10,000,000 GIFT IN 2020 THAT IS CAUSING THE PUBLIC SUPPORT TEST TO DIP BELOW 33 1/3%. IN ADDITION TO BROAD-BASED FINANCIAL SUPPORT, THE FOUNDATION IS EXTREMELY ACTIVE IN COMMUNITY OUTREACH. OUR PROGRAM OF GRANTMAKING IS DESIGNED TO TOUCH EVERY INDIVIDUAL LIVING IN OUR COMMUNITY TO AT LEAST SOME EXTENT. MAJOR FINANCIAL SUPPORT IS DIRECTED TO SCHOLARSHIP AWARDS, EDUCATIONAL PROGRAMS, HUMAN SERVICES, HISTORIC PRESERVATION, CULTURAL ENRICHMENT, YOUTH ACTIVITIES, PUBLIC HEALTH, AND COMMUNITY DEVELOPMENT. THE FOUNDATION'S BOARD OF DIRECTORS REPRESENTS A CROSS-SECTION OF OUR COMMUNITY. THE BOARD BRINGS TOGETHER INDIVIDUALS WITH DIFFERENT SOCIOECONOMIC PROFILES, INTERESTS, PROFESSIONAL/CAREER AFFILIATIONS, AND VIEWPOINTS. NONE OF THE BOARD MEMBERS IS RELTAED TO THE STAFF OR TO ANY OTHER MEMBER OF THE BOARD. TERM LIMITS ARE IMPOSED TO ENSURE THAT NO MEMBER BECOMES A FIXTURE AT THE FOUNDATION. TO FURTHER EXPAND THE FOUNDATION'S OUTREACH, NON-BOARD VOLUNTEERS FROM THE COMMUNITY ARE INVITED TO PARTICIPATE ON THE FOUNDATION'S COMMITTEES. IN CONCLUSION, THE SPIRIT OF THE FOUNDATION IS WHOLLY PUBLIC - IN THE SOLICATATION OF FUNDS, THE ELECTION OF BOARD REPRESENTATION, AND IN THE PROGRAMMING WHICH THE FOUNDATION CARRIES OUT WITHIN THE COMMUNITY. THE FOUNDATION NOT ONLY HEARS THE VOICES OF THE COMMUNITY AND ACTS UPON THE COMMUNITY'S NEEDS ACCORDINGLY BUT IT HAS BEEN PRO-ACTIVE BY CONVENING GROUPS THAT HAVE GROWN INTO VALUABLE ASSETS TO THE COMMUNITY. THE FOUNDATION IS IN NO WAY INACCESSIBLE, EXCLUSIVE, OR CONTROLLED BY A SMALL FACTION OF ITS CONSTITUENCY. THE FOUNDATION HAS BEEN BUILT BY THE COMMUNITY, AND IT EXISTS SOLELY TO SERVE THE COMMUNITY.

Return Reference

Explanation

PART II, LINE 10

MISCELLANEOUS/PROGRAM INCOME 97,394

PART II, LINE 17A

Schedule A (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

LEGACY FOUNDATION INC

Employer identification number

35-1872803

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization LEGACY FOUNDATION INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization LEGACY FOUNDATION INC		Employer identification number 35-1872803

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization LEGACY FOUNDATION INC			Employer identification number 35-1872803
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

LEGACY FOUNDATION INC

Employer identification number

35-1872803

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	43
2	Aggregate value of contributions to (during year)	90,401
3	Aggregate value of grants from (during year)	446,302
4	Aggregate value at end of year ........	11,271,025

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	59,439,470	55,732,535	47,701,523	50,732,931	45,251,837
b	Contributions ...	1,697,434	665,253	2,470,879	986,428	214,809
c	Net investment earnings, gains, and losses	8,611,204	4,955,822	7,349,110	-2,725,499	7,233,666
d	Grants or scholarships ...	1,151,564	1,425,773	1,074,582	1,188,224	1,215,468
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	693,360	488,367	714,395	104,113	751,913
g	End of year balance ......	67,903,184	59,439,470	55,732,535	47,701,523	50,732,931

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

71.400 %

Term endowment SchDMd Bullet

28.600 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	128,155	86,733	41,422
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				41,422

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	442,637
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	11,733,913
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-9,780,767
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	846
e	Add lines 2a through 2d .....................			2e	-9,779,921
3	Subtract line 2e from line 1..................			3	21,513,834
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	299,541
b	Other (Describe in Part XIII.) ...........	4b	1,604,941
c	Add lines 4a and 4b....................			4c	1,904,482
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	23,418,316

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	5,069,154
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e
3	Subtract line 2e from line 1...................			3	5,069,154
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	299,541
b	Other (Describe in Part XIII.) ............	4b	400,419
c	Add lines 4a and 4b.....................			4c	699,960
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	5,769,114

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PAGE 2, PART IV, LINE 2B	CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH THE LEGACY FOUNDATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS.
SCHEDULE D, PAGE 2, PART V, LINE 4	TERM ENDOWMENTS ARE INVESTED AND THE PRINCIPAL AND EARNIGS ARE USED FOR GRANTS, COMMUNITY ENHANCING PROJECTS AND OTHER CHARITABLE PURPOSES.
SCHEDULE D, PAGE 3, PART X	THE LEGACY FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE LEGACY FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE LEGACY FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2018, 2019, AND 2020 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	CHANGE IN VALUE OF SPLIT-INTEREST AGREEEMENT 846
SCHEDULE D, PAGE 4, PART XI, LINE 4B	CUSTODIAL FUND REVENUES 1,604,941
SCHEDULE D, PAGE 4, PART XII, LINE 4B	CUSTODIAL FUND EXPENSES 400,419

Schedule D (Form 990) 2021

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization
LEGACY FOUNDATION INC

Employer identification number
35-1872803

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) AFRICAN AMERICAN ACHIEVERS YOUTH CORPS INC 4333 BROADWAY GARY,IN46409	35-1908181	501C3	12,500	GLEN THEATER SEATS
(2) ASW FOUNDATION 1801 W 53RD PLACE MERRILLVILLE,IN46410	47-5388341	501C3	10,000	YOUTH CENTER
(3) BUILDING LEADERS ADVANCING COMMUNITY KNOWLEDGE 1768 ROOSEVELT PLACE GARY,IN46404	82-1496637	501C3	10,000	WE ENGAGE CAMPAIGN
(4) BUILDING OUR FUTURE INC 2317 INDIANAPOLIS BLVD 1 WHITING,IN46394	83-3252789	501C3	15,000	ANTI-BULLYING CENTER
(5) CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING,IN46394	35-1087173	501C3	16,749	FURTHER ORGS MISSION
(6) CAMPAGNA ACADEMY INC 7403 CLINE AVE SCHERERVILLE,IN46375	35-1068483	501C3	20,000	OASIS
(7) CATHOLIC DIOCESE OF GARY 9292 BROADWAY MERRILLVILLE,IN464107047	35-1122204	501C3	5,902	PROVIDING AID
(8) CEDAR LAKE HISTORICAL SOCIETY PO BOX 421 CEDAR LAKE,IN46303	31-0919446	501C3	10,000	PROGRAM
(9) CLARK ROAD GENESIS FAMILY CENTER INC 2841 CLARK ROAD GARY,IN46404	35-2132495	501C3	18,276	BRIDGE TO EXCELLENCE
(10) COLORECTAL CANCER ALLIANCE 1025 VERMONT AVE NW SUITE 1066 WASHINGTON,DC20005	86-0947831	501C3	8,725	FURTHER ORGS MISSION
(11) COMMUNITY CHANGE CENTER WEAREONE 4444 CONNECTICUT STREET GARY,IN46409	84-3568281	501C3	7,500	SPECIFIC ADULT EDU.
(12) CRISIS CENTER 101 N MONTGOMERY ST GARY,IN464033921	35-1324480	501C3	56,151	FURTHER ORGS MISSION
(13) DUNES LEARNING CENTER 700 HOWE RD CHESTERTON,IN46304	35-2031658	501C3	6,695	FURTHER ORGS MISSION
(14) ERIN'S FARM NFP 5200 S LIVERPOOL RD HOBART,IN46342	82-2595807	501C3	22,800	FURTHER ORGS MISSION
(15) FAIR HAVEN CENTER FOR WOMEN INC 2645 RIDGE RD HIGHLAND,IN46322	20-3710770	501C3	19,350	FURTHER ORGS MISSION
(16) FIRST UNITED LUTHERAN CHURCH 6705 HOHMAN AVE HAMMOND,IN46324	35-1592861		50,000	FURTHER ORGS MISSION
(17) FOOD BANK OF NORTHWEST INDIANA 6490 BROADWAY MERRILLVILLE,IN46410	35-1528285	501C3	103,800	FOOD INSECURITIES
(18) FRANCISCAN HEALTH 2050 N MAIN ST STE A CROWN POINT,IN463072048	35-1955283	501C3	17,362	FURTHER ORGS MISSION
(19) FRANCISCAN MINISTRIES 11500 THERESA DRIVE LEMONT,IL60439	36-3579767	501C3	21,797	FURTHER ORGS MISSION
(20) FRIENDS OF THE WHITING PUBLIC LIBRARY 1735 OLIVER ST WHITING,IN46394	35-1897562	501C3	8,000	FURTHER ORGS MISSION
(21) FSSA (INDIANA FAMILY & SOCIAL SVCS ADMINISTRATION) PO BOX 621007 INDIANAPOLIS,IN46262		GOV	17,516	OMW PRE-K
(22) GARY PUBLIC TRANSPORTATION CORP 100 W 4TH AVE GARY,IN46402	35-1340318	GOV	50,000	MOBILITY HUBS
(23) GENESIUS GUILD 6635 HOHMAN AVENUE HAMMOND,IN46324	84-1874826	501C3	12,500	LIGHT SYSTEM UPGRADE
(24) HAMMOND COMMUNITY CORPORATION 5925 CALUMET AVE RM G-17 HAMMOND,IN46320	46-3368354	501C3	58,060	FURTHER ORGS MISSION
(25) HAMMOND EDUCATION FOUNDATION INC 41 WILLIAMS ST HAMMOND,IN46320	35-1572372	501C3	11,424	FURTHER ORGS MISSION
(26) HAMMOND FAMILY YMCA 7332 SOUTHEASTERN AVE HAMMOND,IN46324	35-1369437	501C3	10,000	FURTHER ORGS MISSION
(27) HANDS OF HOPE ADOPTION & ORPHAN CARE MINISTRY INC 14350 MUNDY DRIVE SUITE 800 119 NOBLESVILLE,IN46060	30-0616938	501C3	15,000	FOSTER TOGETHER PROG
(28) HEARTS IN MOTION 2210 US HIGHWAY 41 SCHERERVILLE,IN46375	35-1887934	501C3	19,500	NEW DIRECTIONS
(29) HOBART FOOD PANTRY INCORPORATED PO BOX 394 HOBART,IN46342	35-1757175	501C3	84,927	FURTHER ORGS MISSION
(30) HOBART HISTORICAL SOCIETY 706 EAST 4TH STREET PO BOX 24 HOBART,IN46342	23-7088107	501C3	6,643	FURTHER ORGS MISSION
(31) HOPE CHRISTIAN CHURCH 6936 GRAND AVENUE HAMMOND,IN46323	35-1651322		9,000	CAREER & EDU CENTER
(32) HOSPICE OF THE CALUMET AREA INC 600 SUPERIOR AVE MUNSTER,IN46321	35-1519392	501C3	10,840	FURTHER ORGS MISSION
(33) HUMANE INDIANA 8149 KENNEDY AVE HIGHLAND,IN46322	35-0895837	501C3	28,063	FURTHER ORGS MISSION
(34) INDIANA UNIVERSITY FUND PO BOX 500 BLOOMINGTON,IN47402	35-6018940	501C3	25,000	PROGRAM SUPPORT
(35) IVY TECH FOUNDATION 50 WEST FALL CREEK PARKWAY INDIANAPOLIS,IN46208	23-7073977	501C3	6,300	FURTHER ORGS MISSION
(36) LAINI FLUELLEN CHARITIES INC 2158 45TH STREET SUITE 128 HIGHLAND,IN46322	30-0593768	501C3	6,750	FURTHER ORGS MISSION
(37) LAKE COUNTY COMMUNITY SERVICES INC 1450 E JOLIET ST SUITE 202 CROWN POINT,IN46307	35-1452057	501C3	6,600	FURTHER ORGS MISSION
(38) LAKE COUNTY FIRE CHIEFS 2900 W 93RD AVENUE CROWN POINT,IN46307	35-1869526	501C3	14,614	MONITORING UNIT
(39) LOWELL PUBLIC LIBRARY 1505 E COMMERCIAL AVE LOWELL,IN46356	35-6007007	GOV	8,051	FURTHER ORGS MISSION
(40) MARIA REINER CENTER 705 E 4TH ST HOBART,IN46342	35-6001058	GOV	40,000	FURTHER ORGS MISSION
(41) MILLER COMMUNITY FUND INC PO BOX 2573 GARY,IN464030817	30-0317277	501C3	7,463	FURTHER ORGS MISSION
(42) MORNING BISHOP THEATRE PLAYHOUSE INC 340 SOUTH HUNTINGTON STREET SUITE 1F GARY,IN46403	35-1594218	501C3	39,000	FURTHER ORGS MISSION
(43) NWI VOLUNTEER LAWYERS INC 915 MAIN ST SUITE 208 EVANSVILLE,IN47708	35-2126880	501C3	10,070	FURTHER ORGS MISSION
(44) OAI INC 180 N WABASH SUITE 750 CHICAGO,IL60601	36-4385280	501C3	60,000	STORMWATER PROJECT
(45) PINK RIBBON SOCIETY 303 E 89TH AVE SUITE 100 MERRILLVILLE,IN46410	20-0069367		12,500	FURTHER ORGS MISSION
(46) PROVIDENCE CRISTO RAY HIGH SCHOOL 75 N BELLEVIEW PLACE INDIANAPOLIS,IN46222		GOV	6,000	SCHOLARSHIP
(47) REGIONAL MENTAL HEALTH CENTER 1441 E 84TH PLACE MERRILLVILLE,IN46410	35-1375696	501C3	10,000	CLUBHOUSE EXPANSION
(48) SAINT DEMETRIOS GREEK ORTHODOX CHURCH 7021 HOMAN AVE HAMMOND,IN46324	45-2478731	501C3	16,418	FURTHER ORGS MISSION
(49) SOUTH SHORE DANCE ALLIANCE 201 N GRIFFITH BLVD GRIFFITH,IN463192151	26-2387698	501C3	12,000	FURTHER ORGS MISSION
(50) SOUTH SHORE NEIGHBORHOOD DEVELOPMENT 370 E 84TH DRIVE SUITE 100 MERRILLVILLE,IN46410	83-3190802	501C3	292,930	FURTHER ORGS MISSION
(51) ST JOSEPH'S CARMELITE HOME 4840 GRASSELLI ST EAST CHICAGO,IN46312	35-1117320	501C3	30,000	FURTHER ORGS MISSION
(52) THE CAVALIERS AP&E 9501 W DEVON AVENUE SUITE 605 ROSEMONT,IL60018	23-7449578	501C3	6,639	FURTHER ORGS MISSION
(53) THE CHILDREN'S MUSEUM OF INDIANAPOLIS INC 3000 N MERIDIAN STREET INDIANAPOLIS,IN46208	35-0867985	501C3	10,000	EXPANSION SUPPORT
(54) THE FIRST TEE OF HAMMOND 901 E 129TH ST HAMMOND,IN46320	20-4514968	501C3	7,530	FURTHER ORGS MISSION
(55) THE MULTI AGENCY ACADEMIC COOPERATIVE FOUNDATION 4203 MONTDALE PARK DRIVE VALPARAISO,IN46383	38-4008491	501C3	39,612	FURTHER ORGS MISSION
(56) THE SEEING EYE 1 SEEING EYE WAY MORRISTOWN,NJ07960	22-1539721	501C3	54,351	FURTHER ORGS MISSION
(57) TOWN OF CEDAR LAKE 7408 CONSTITUTION PO BOX 707 CEDAR LAKE,IN46303	35-1164169	GOV	20,000	RESTORATION PROJECT
(58) TOWN OF GRIFFITH- PARKS & RECREATIO 111 N BROAD ST GRIFFITH,IN46319	35-6001051	GOV	8,800	WOODLAND STORY WALK
(59) TOWN OF MERRILLVILLE 7820 BROADWAY MERRILLVILLE,IN46410	35-1288379	GOV	500,000	FURTHER ORGS MISSION
(60) TRADEWINDS SERVICES INC 3198 E 83RD PLACE MERRILLVILLE,IN46410	35-1139485	501C3	101,276	FURTHER ORGS MISSION
(61) TRINITY LUTHERAN SCHOOL 891 S LINDA ST HOBART,IN46342	35-6000591	501C3	169,855	FURTHER ORGS MISSION
(62) TRUSTEES OF INDIANA UNIVERSITY 509 E 3RD ST BLOOMINGTON,IN47401	35-6001673	501C3	40,000	FURTHER ORGS MISSION
(63) UNITED WAY OF GREATER MCHENRY COUNTY 4508 PRIME PARKWAY MCHENRY,IL60050	36-6147909	501C3	10,000	FURTHER ORGS MISSION
(64) URBAN LEAGUE OF NORTHWEST INDIANA 3101 BROADWAY GARY,IN46409	35-1178594	501C3	36,500	FURTHER ORGS MISSION
(65) VNA OF PORTER COUNTY 501 MARQUETTE ST VALPARAISO,IN463832508	35-1174866	501C3	79,927	FURTHER ORGS MISSION

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2021

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIP	169	419,196
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
SCHEDULE I, PAGE 4, PART IV	98

Schedule I (Form 990) 2021

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

LEGACY FOUNDATION INC

Employer identification number

35-1872803

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2021

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1CAROLYN SAXTON PRESIDENT	(i) (ii)	153,536 -------------	-------------	-------------	4,617 -------------	-------------	158,153 -------------	-------------

Schedule J (Form 990) 2021

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2021

Additional Data

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

LEGACY FOUNDATION INC

Employer identification number

35-1872803

Return Reference	Explanation
FORM 990, PAGE 6, PART VI, LINE 11B	PRESIDENT, OFFICERS AND DIRECTORS REVIEW FORM 990 AND RELATED SCHEDULES PRIOR TO SIGNING AND FILING.
FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A	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, PAGE 6, PART VI, LINE 15B	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, PAGE 6, PART VI, LINE 19	THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS, DONORS AND 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 9	CHANGE IN VALUE OF SPLIT-INTEREST AGREEEMENT 846 CUSTODIAL FUND REVENUES -1,604,941 CUSTODIAL FUND EXPENSES 400,419 TOTAL -1,203,676

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

LEGACY FOUNDATION INC

Employer identification number

35-1872803

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)SOUTH SHORE NEIGHBORHOOD DEVELOPMENT CORP370 E 84TH AVE MERRILLVILLE,IN464105665 83-3190802	SUPPORT	IN	501C3	12A	LEGACY FOUNDATION	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) SOUTH SHORE NEIGHBORHOOD DEVELOPMENT CORPORATION	B	348,070	CASH

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	12,983,868	2,686,336
9	Program service revenue (Part VIII, line 2g) .........	687,695	830,564
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	2,430,255	19,900,571
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,629	845
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	16,103,447	23,418,316
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,695,243	3,589,212
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	647,794	636,830
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 156,954
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,397,999	1,543,072
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	6,741,036	5,769,114
19	Revenue less expenses. Subtract line 18 from line 12.......	9,362,411	17,649,202
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	82,702,603	89,947,975
21	Total liabilities (Part X, line 26).............	11,411,185	11,991,798
22	Net assets or fund balances. Subtract line 21 from line 20.....	71,291,418	77,956,177

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 4,030,789 including grants of $ 3,589,212 ) (Revenue $ 830,564 )
	LEGACY FOUNDATION PROVIDED TOTAL GRANTS AND SCHOLARSHIPS IN 2021 OF 3,589,212. OPERATIONAL SUPPORT WAS PROVIDED FOR 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 INDIVIDUALS TO ASSIST WITH POST-SECONDARY EDUCATION COSTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses4,030,789

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MARTIE RIVAS-RAMOS........................................................................ DIRECTOR	1.00 .......................0.50	X		0	0	0
(19) CHRIS SALATAS........................................................................ DIRECTOR	1.00 .......................0.50	X		0	0	0
(20) SOPHIA STRATTON........................................................................ DIRECTOR	1.00 .......................0.50	X		0	0	0
(21) VERLIE SUGGS........................................................................ DIRECTOR	1.00 .......................0.50	X		0	0	0
(22) ELLEN SZARLETA........................................................................ DIRECTOR	1.00 .......................0.50	X		0	0	0
(23) PHIL TAILLON........................................................................ DIRECTOR	1.00 .......................0.50	X		0	0	0
(24) KENNETH WILK........................................................................ DIRECTOR	1.00 .......................0.50	X		0	0	0
(25) RICHARD YOUNG........................................................................ DIRECTOR	1.00 .......................0.50	X		0	0	0
(26) CAROLYN SAXTON........................................................................ PRESIDENT	40.00 .......................0.50		X	153,536	0	4,617

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	25
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	25
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	10
6	Total number of volunteers (estimate if necessary) .............	6	50
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	153,536	4,617

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	2,686,336

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		2,686,336

		Business Code
2a	PROGRAM SERVICE REVENUE		830,564	830,564
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		830,564

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,497,888			1,497,888
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		111,196,672	7a
b	Less: cost or other basis and sales expenses		92,793,989	7b
c	Gain or (loss)		18,402,683	7c
d	Net gain or (loss).........			18,402,683	18,402,683
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	MISCELLANEOUS REVENUE		900099	845	845
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			845
12	Total revenue. See instructions.....			23,418,316	19,234,092		1,497,888

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	3,170,016	3,170,016
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	419,196	419,196
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	153,536	52,005	77,988	23,543
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	390,758	132,355	198,483	59,920
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	51,400	15,934	27,242	8,224
9	Other employee benefits .......
10	Payroll taxes ...........	41,136	12,752	21,802	6,582
11	Fees for services (non-employees):
a	Management ......	830,564		830,564
b	Legal .........
c	Accounting ...........	23,694		23,694
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	299,541		299,541
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	25,258	25,258
12	Advertising and promotion ....	22,039			22,039
13	Office expenses .......	7,109	2,210	3,763	1,136
14	Information technology ......	46,519	14,421	24,655	7,443
15	Royalties ..
16	Occupancy ...........	85,115	26,386	45,111	13,618
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	7,346	2,377	3,817	1,152
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	13,763	4,267	7,294	2,202
23	Insurance ...	5,758	1,785	3,052	921
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PROGRAM EXPENSES	131,052	131,052
b	REPAIRS AND MAINTENANCE	19,814	14,679	3,944	1,191
c	MISCELLANEOUS EXPENSE	14,521	4,502	7,696	2,323
d	DEVELOPMENT	5,837			5,837
e	All other expenses	5,142	1,594	2,725	823
25	Total functional expenses. Add lines 1 through 24e	5,769,114	4,030,789	1,581,371	156,954
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,691,298	1	619,376
2	Savings and temporary cash investments .........			1,735,042	2	4,578,418
3	Pledges and grants receivable, net ......			9,420,661	3	7,686,727
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			14,870	9	9,281
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	128,155
b	Less: accumulated depreciation	10b	86,733	34,439	10c	41,422
11	Investments—publicly traded securities .			69,806,293	11	77,012,751
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			82,702,603	16	89,947,975

17	Accounts payable and accrued expenses .....	73,093	17	128,590
18	Grants payable ...	991,477	18	368,392
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D	9,847,657	21	11,052,179
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	498,958	25	442,637
26	Total liabilities. Add lines 17 through 25..	11,411,185	26	11,991,798

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,448,820	27	1,710,149
28	Net assets with donor restrictions ...........	69,842,598	28	76,246,028
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	71,291,418	32	77,956,177
33	Total liabilities and net assets/fund balances ........	82,702,603	33	89,947,975