Nonprofit · EIN 35-1872803
LEGACY FOUNDATION INC
Tax-exempt · MERRILLVILLE, IN 46410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $43,070,819 | $7,969,647 | $35,101,172 | $123,834,639 | $12,987,962 | $110,846,677 |
| December 31, 2023 | 990 | $4,887,322 | $6,109,239 | -$1,221,917 | $84,051,402 | $10,904,337 | $73,147,065 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $35,866,088
- Program service revenue
- $1,103,307
- Investment income
- $6,101,424
- Net gain from sales of assets
- $3,399,031
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,377,632
- Compensation of officers, directors and key employees
- $141,233
- Other salaries and wages
- $501,340
- Salaries, compensation and benefits (total)
- $751,588
- Professional fundraising fees
- $0
- Legal fees
- $2,587
- Accounting fees
- $39,579
- Occupancy
- $87,051
- Depreciation
- $10,441
- Program services (functional)
- $6,072,132
- Management and general (functional)
- $1,649,323
- Fundraising (functional)
- $248,192
Balance sheet and other
- Total assets, start of year
- $84,051,402
- Total assets, end of year
- $123,834,639
- Total liabilities, end of year
- $12,987,962
- Net assets, end of year
- $110,846,677
- Land, buildings and equipment
- $21,780
- Publicly traded securities
- $85,490,557
- Net assets without donor restrictions
- $2,263,421
- Net assets with donor restrictions
- $108,583,256
- Gross receipts
- $84,843,592
- Employees
- 14
- Volunteers
- 50
- Year formed
- 1992
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLY ANOE | PRESIDENT Officer | 40 | $141,233 | $5,766 |
| JOHN FREYEK | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SEAN EGAN | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MATT DOYLE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SHERRI ZILLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CAREY YUKICH | IMMEDIATE PA Trustee or director | 1 | $0 | $0 |
| JAMES DUNNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALFREDO ESTRADA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARIMA HASAN BEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROD GAYDA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA GOODNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREGORY GORDON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN KAVOIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLORIA MORRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM OTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VERLIE SUGGS | DIRECTOR Trustee or director | 1 | $0 |
| ELLEN SZARLETA | DIRECTOR Trustee or director | 1 | $0 |
| PHIL TAILLON | DIRECTOR Trustee or director | 1 | $0 |
| CHELSEA WHITTINGTON | DIRECTOR Trustee or director | 1 | $0 |
| DAVID WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD YOUNG | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLY ANOE | PRESIDENT Officer | 40 | $130,819 | $5,112 |
| CAREY YUKICH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN FREYEK | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MATT DOYLE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KARIMA HASAN BEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JAMES DUNNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SEAN EGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALFREDO ESTRADA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA GOODNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREGORY GORDON | IMMEDIATE PA Trustee or director | 1 | $0 | $0 |
| STEPHEN KAVOIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GLORIA MORRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM OTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERLIE SUGGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLEN SZARLETA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHIL TAILLON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHELSEA WHITTINGTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHERRI ZILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 370 E 84TH DR STE 100, MERRILLVILLE, IN 46410-6643
- In care of
- % CAROLYN SAXTON
- Principal officer (990 for 2024)
- KELLY ANOE, 370 E 84TH DR STE 100, MERRILLVILLE, IN 46410
- Signed the 990
- KELLY ANOE, PRESIDENT
- Phone
- (219) 736-1880
- Website
- LEGACYFDN.ORG
- Return prepared by
- ESTEP BURKEY SIMMONS LLC
Mission
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.
Program accomplishments
- LEGACY FOUNDATION PROVIDED TOTAL GRANTS AND SCHOLARSHIPS IN 2024 OF 5,377,632. 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.Expenses $6,072,132 · grants $5,377,632 · revenue $1,103,307
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1872803
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $123,834,639
- Income (IRS master file)
- $84,843,592
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $43,070,819 | $7,969,647 | $123,834,639 | XML |
| 990 | December 2023 | $4,887,322 | $6,109,239 | $84,051,402 | XML |
| 990 | December 2022 | $980,728 | $5,598,888 | $75,398,108 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1872803).
Questions about LEGACY FOUNDATION INC
- What is the EIN of LEGACY FOUNDATION INC?
- The employer identification number (EIN) of LEGACY FOUNDATION INC is 35-1872803.
- Is LEGACY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to LEGACY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LEGACY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names KELLY ANOE.
- Who are the officers and directors of LEGACY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 21 people; 1 received compensation from the organization, the highest $141,233 (KELLY ANOE, PRESIDENT).
- How much revenue does LEGACY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $43,070,819, expenses of $7,969,647 and total assets of $123,834,639 at year end.
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