2024-05-15T16:27:32-05:00 2023-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-07-01 261894379 THE UNION LEAGUE LEGACY FOUNDATION UNIO 2155876455 140 SOUTH BROAD STREET PHILADELPHIA PA 19102 JOAN CARTER CHAIR 2155876455 2024-05-15 1 JOAN CARTER 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES P DUNIGAN 140 SOUTH BROAD STREET PHILADELPHIA PA 19102 9804367 0 X WWW.ULLEGACY.ORG X 1946 PA INSPIRE & EDUCATE MEMBERS, STUDENTS, & THE COMMUNITY TO BE ENGAGED & RESPONSIBLE CITIZENS 23 23 15 125 0 0 5210092 5702685 0 0 1103131 204020 139966 -16793 6453189 5889912 283295 280665 0 0 813786 978778 0 0 286340 1647211 2496462 2744292 3755905 3708897 2134007 19833544 23463115 297648 812111 19535896 22651004 X THE LEGACY FOUNDATION INSPIRES AND EDUCATES LEAGUE MEMBERS, STUDENTS, AND THE GREATER COMMUNITY TO BE ENGAGED AND RESPONSIBLE CITIZENS, GUIDED BY THE UNITED STATES CONSTITUTION AND THE HISTORY AND VALUES OF THE UNION LEAGUE. 0 0 1208950 COLLECTIONS - THE LEGACY FOUNDATION IS THE STEWARD OF AN EXTENSIVE CIVIL WAR COLLECTION THAT INCLUDES THE ARCHIVES OF THE MILITARY ORDER OF THE LOYAL LEGION OF THE UNITED STATES, THE CIVIL WAR MUSEUM OF PHILADELPHIA AND THE UNION LEAGUE OF PHILADELPHIA. THE COLLECTION IS OPEN TO THE PUBLIC FOR RESEARCH. IT HAS BEEN USED FOR DOZENS OF SCHOLARLY PUBLICATION OVER THE PAST SEVERAL YEARS. 790435 EDUCATION AND OUTREACH - THE LEGACY FOUNDATION PRESENTS A NUMBER OF EDUCATIONAL PROGRAMS INCLUDING GOOD CITIZEN DAY, TOURS OF THE HISTORIC LEAGUE HOUSE, TREASURES FROM THE ARCHIVES PRESENTATIONS, EXHIBITS, SUPPORT FOR NATIONAL HISTORY DAY PHILADELPHIA, SPEAKER PROGRAMS, CIVICS EDUCATION (INCLUDING GOOD CITIZEN DAY). 445295 280665 SCHOLARSHIPS - THE LEGACY FOUNDATION ADMINISTERS TWO SCHOLARSHIP PROGRAMS. THE UNION LEAGUE SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS TO DESERVING YOUNG MEN AND WOMEN FROM THE GREATER PHILADELPHIA REGION WHO PREVIOUSLY WERE AWARDED THE GOOD CITIZENSHIP AWARD. THE ABELE SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS FOR POST-SECONDARY EDUCATION TO CHILDREN/DEPENDENTS OF UNION LEAGUE EMPLOYEES. SCHOLARSHIPS RANGE FROM $750 TO $15,000 PER ANNUM. 675040 PRESERVATION AND COLLECTIONS: THE LEGACY FOUNDATION HELPS PRESERVE THE HISTORIC PROPERTIES OF THE UNION LEAGUE OF PHILADELPHIA - THE LEAGUE HOUSE IN CENTER CITY AND GUARD HOUSE IN GLADWYNE. IT IS ALSO THE STEWARD OF AN EXTENSIVE CIVIL WAR COLLECTION THAT INCLUDES THE ARCHIVES OF THE MILITARY ORDER OF THE LOYAL LEGION OF THE UNITED STATES, THE CIVIL WAR MUSEUM OF PHILADELPHIA AND THE UNION LEAGUE OF PHILADELPHIA. THE COLLECTION IS OPEN TO THE PUBLIC FOR RESEARCH. IT HAS BEEN USED FOR DOZENS OF SCHOLARLY PUBLICATION OVER THE PAST SEVERAL YEARS. 675040 3119720 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 24 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X KIRA FOLEY-TUZMAN 2155876455 140 SOUTH BROAD STREET PHILADELPHIA PA 19102 JAMES P DUNIGAN CHAIR 3.00 X X 0 0 0 MICHAEL T PIOTROWICZ VICE CHAIR 3.00 X X 0 0 0 ROBERT CIARUFFOLI TREASURER 3.00 X X 0 0 0 DIANE B ALLEN SECRETARY 3.00 X X 0 0 0 JAMES CARLL TRUSTEE 3.00 X 0 0 0 ROBERT M CAVALIER ESQ TRUSTEE 3.00 X 0 0 0 JOSEPH V DEL RASO TRUSTEE 3.00 X 0 0 0 JEFF DENTON TRUSTEE 3.00 X 0 0 0 GARY DORSHIMER MD TRUSTEE 3.00 X 0 0 0 MONICA DUVALL DILELLA MD TRUSTEE 3.00 X 0 0 0 FRANK GIORDANO TRUSTEE 3.00 X 0 0 0 SHANNA GOWEN TRUSTEE 3.00 X 0 0 0 CHARLES KURZ II TRUSTEE 3.00 X 0 0 0 JACK LIEBERMAN CAPT USNR TRUSTEE 3.00 X 0 0 0 GREGG MELINSON TRUSTEE 3.00 3.00 X 0 0 0 YASMINA MOUKARZEL TRUSTEE 3.00 X 0 0 0 MICHAEL J PRON TRUSTEE 3.00 X 0 0 0 JOYCE SANDO TRUSTEE 3.00 X 0 0 0 JON SIRLIN TRUSTEE 3.00 X 0 0 0 STEPHEN C TARGET TRUSTEE 3.00 X 0 0 0 CHRISTOPHER J THOMPSON TRUSTEE 3.00 X 0 0 0 JOHN J TURCHI JR TRUSTEE 3.00 X 0 0 0 EDWARD A TURZANSKI TRUSTEE 3.00 X 0 0 0 JOHN J MEKO JR EXECUTIVE DIRECTOR 50.00 X 171447 0 28127 KIRA FOLEY-TUZMAN CHIEF ADMINISTRATIVE OFFICER 50.00 X 121115 0 13708 CHRISTYN MORAN DIRECTOR OF DEVELOPMENT 50.00 X 118059 0 9585 410621 0 51420 3 0 1 0 0 278867 134600 5289218 338004 5702685 342064 342064 3687655 3825699 -138044 -138044 -138044 66100 278867 88756 -22656 -22656 OTHER 900099 5863 5863 5863 5889912 5863 0 181364 280665 280665 265358 215598 21275 28485 500215 406415 40104 53696 3130 2543 251 336 210075 170682 16842 22551 17809 14469 1428 1912 15273 12409 1225 1639 69694 69694 71249 57888 5713 7648 29887 24283 2396 3208 99923 81186 8011 10726 502732 408460 40306 53966 17061 13862 1368 1831 94807 77029 7601 10177 COLLECTIONS AND CONSERV 1029976 908950 89693 31333 EDUCATION AND OUTREACH 427622 347435 34284 45903 EMERGENCY FUND - REIMBU 105275 85534 8440 11301 MISCELLANEOUS 15154 12312 1214 1628 3755905 3119720 349845 286340 1394434 2009284 3562230 4048207 6000 4481384 2092335 2483856 2389049 12103609 14701754 283415 314821 19833544 23463115 297648 812111 297648 812111 X 6809498 7624677 12726398 15026327 19535896 22651004 19833544 23463115 X 2134007 949695 31406 X 0 1 X 1 0 X 2278998 1914972 2997795 5210092 5702685 18104542 2278998 1914972 2997795 5210092 5702685 18104542 2998332 15106210 191328 213051 191806 407078 342064 1345327 47333 3960 63125 5863 120281 19570150 0.77190 0.74870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X EDUCATION 0 13636706 2950112 911833 1528732 15969919 12835076 2785364 -1418969 564765 13636706 9405833 1280245 2727486 578488 12835076 9217453 473988 64392 350000 9405833 2202284 99716 128200 2173800 0.05910 0.38250 0.55840 0 0 3085419 868657 2216762 392047 392047 0 1003918 831631 172287 2389049 6890075 949695 88756 1038451 5851624 69694 -31406 38288 5889912 3774967 88756 88756 3686211 69694 69694 3755905 PART III, LINE 1A: ART AND HISTORICAL OBJECTS: EFFECTIVE WITH THE 2006 FISCAL YEAR, THE FOUNDATION EXPENSES THE PURCHASES OF ITS ART AND HISTORICAL OBJECTS. PART III, LINE 4: PRIMARILY CIVIL WAR ERA COLLECTION - 10,000 VOLUMES, 522 LINEAR FEET OF ARCHIVAL MATERIAL, AND 3,000 OBJECTS, 365 WORKS OF ART (INCLUDING PAINTINGS, SCULPTURES, PRINTS). THE COLLECTIONS ARE USED FOR PUBLIC EXHIBITION AND SCHOLARLY RESEARCH, AS WELL AS TO PRESERVE AND EDUCATE FOR FUTURE GENERATIONS. PART V, LINE 4: ENDOWMENTS ARE USED FOR BOTH FUNDING OVERHEAD INCURRED BY THE OPERATIONS, AND TO FUND DIRECT PROGRAMS LIKE SCHOLARSHIPS, GOOD CITIZEN DAY, CARE OF THE HISTORIC COLLECTIONS AND OTHER PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GROSS UP OF SPECIAL EVENT EXPENSES 88,756. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN FUNDS HELD IN TRUST BY OTHERS -31,406. PART XII, LINE 2D - OTHER ADJUSTMENTS: GROSS UP OF SPECIAL EVENT EXPENSES 88,756. GOLF OUTING 344967 278867 66100 12173 800 65977 9806 344967 278867 66100 12173 800 65977 9806 88756 -22656 0 SCHOLARSHIPS 47 280665 PART III SCHOLARSHIPS ARE AWARDED THROUGH A COMPETITIVE APPLICATION AND SELECTION PROCESS, CONDUCTED THROUGH A COMMITTEE. EACH APPLICANT COMPLETES A 10 TO 15-PAGE APPLICATION WHICH INCLUDES LOTS OF BACKGROUND INFORMATION, RECOMMENDATIONS, ESSAYS AND LOTS OF FINANCIAL INFORMATION. STUDENTS ARE SELECTED FOR AN INTERVIEW AND THEN FURTHER SELECTED FOR THE SCHOLARSHIP. THERE ARE MANY REQUIREMENTS TO MAINTAIN THE SCHOLARSHIP, INCLUDING STUDENTS SUBMITTING PAPERWORK EACH SEMESTER WITH FINANCIAL INFORMATION, TRANSCRIPTS AND MORE. 0 0 0 0 0 0 0 0 0 JOHN J MEKO JR EXECUTIVE DIRECTOR 163397 0 8050 0 0 0 10315 0 17812 0 199574 0 0 0 X 7 338004 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE UNION LEAGUE LEGACY FOUNDATION (THE "FOUNDATION") WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION WITH THE UNION LEAGUE OF PHILADELPHIA BEING THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B BY-LAW CHANGES AND PROPOSED TRUSTEES MUST BE APPROVED BY THE SOLE MEMBER OF THE ORGANIZATION, WHICH IS THE UNION LEAGUE OF PHILADELPHIA. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND MEMBERS OF THE FINANCE COMMITTEE WILL REVIEW THE 990 AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY POTENTIAL CONFLICT OF INTEREST IS BROUGHT TO REVIEW UNDER THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FUNDS HELD IN TRUST BY OTHERS 31,406. INCREASE IN NET ASSETS DUE TO MERGER THE UNION LEAGUE OF PHILADELPHIA 140 SOUTH BROAD STREET PHILADELPHIA PA 19102 231171350 SOCIAL CLUB PA 501(C)(7) N/A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 THE UNION LEAGUE OF PHILADELPHIA C 134600 THE UNION LEAGUE OF PHILADELPHIA P 502732