Civic Intelligence

Hamilton County Community Foundation Inc.

990 • Fiscal year 2014 • EIN 20-0900981

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileWWW.CICF.ORG/LEGACY-FUND
515 East Main StreetSuite 100Carmel, IN 46032

(317) 634-2423

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.25x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

79th percentile

$431,028

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

46th percentile

3.2%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

4.2%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$46,451,346

Up $1,459,607 (+3.2%) from 2013

Net Assets

Up

$44,918,175

Up $2,232,179 (+5.2%) from 2013

Liabilities

Down

$1,533,171

Down $772,572 (-34%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin85th percentile

Revenue

Up

$6,193,282

Up $249,508 (+4.2%) from 2013

Expenses

Down

$4,134,237

Down $94,467 (-2.2%) from 2013

Net Income

Up

$2,059,045

Up $343,975 (+20%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $38,392,144Liabilities 2010: $1,863,674Net Assets 2010: $36,528,4702010Assets 2011: $36,755,413Liabilities 2011: $2,802,329Net Assets 2011: $33,953,0842011Assets 2012: $39,317,903Liabilities 2012: $2,326,028Net Assets 2012: $36,991,8752012Assets 2013: $44,991,739Liabilities 2013: $2,305,743Net Assets 2013: $42,685,9962013Assets 2014: $46,451,346Liabilities 2014: $1,533,171Net Assets 2014: $44,918,1752014Assets 2015: $49,177,933Liabilities 2015: $1,926,380Net Assets 2015: $47,251,5532015Assets 2016: $48,582,628Liabilities 2016: $1,384,192Net Assets 2016: $47,198,4362016Assets 2017: $61,631,909Liabilities 2017: $1,944,261Net Assets 2017: $59,687,6482017Assets 2018: $63,905,734Liabilities 2018: $2,119,867Net Assets 2018: $61,785,8672018Assets 2019: $68,983,719Liabilities 2019: $2,295,320Net Assets 2019: $66,688,3992019Assets 2020: $98,701,430Liabilities 2020: $3,566,088Net Assets 2020: $95,135,3422020Assets 2021: $117,481,018Liabilities 2021: $3,205,402Net Assets 2021: $114,275,6162021Assets 2022: $92,450,029Liabilities 2022: $2,655,299Net Assets 2022: $89,794,7302022Assets 2023: $113,383,674Liabilities 2023: $2,928,655Net Assets 2023: $110,455,0192023Assets 2024: $129,296,964Liabilities 2024: $2,977,689Net Assets 2024: $126,319,2752024

Highlighted filing

2014

Assets$46,451,346
Liabilities$1,533,171
Net Assets$44,918,175
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $3,921,7892010Revenue 2011: $3,748,351Expenses 2011: $5,193,081Net Income 2011: -$1,444,7302011Expenses 2012: $3,827,6602012Revenue 2013: $5,943,774Expenses 2013: $4,228,704Net Income 2013: $1,715,0702013Revenue 2014: $6,193,282Expenses 2014: $4,134,237Net Income 2014: $2,059,0452014Revenue 2015: $9,381,113Expenses 2015: $4,945,176Net Income 2015: $4,435,9372015Revenue 2016: $5,200,889Expenses 2016: $6,404,818Net Income 2016: -$1,203,9292016Revenue 2017: $14,415,910Expenses 2017: $6,552,321Net Income 2017: $7,863,5892017Revenue 2018: $12,082,569Expenses 2018: $6,707,507Net Income 2018: $5,375,0622018Revenue 2019: $5,744,876Expenses 2019: $6,611,446Net Income 2019: -$866,5702019Revenue 2020: $28,985,245Expenses 2020: $7,226,753Net Income 2020: $21,758,4922020Revenue 2021: $16,889,119Expenses 2021: $11,487,172Net Income 2021: $5,401,9472021Revenue 2022: $5,488,892Expenses 2022: $10,745,504Net Income 2022: -$5,256,6122022Revenue 2023: $16,576,177Expenses 2023: $7,484,749Net Income 2023: $9,091,4282023Revenue 2024: $23,329,198Expenses 2024: $11,247,411Net Income 2024: $12,081,7872024

Highlighted filing

2014

Revenue$6,193,282
Expenses$4,134,237
Net Income$2,059,045
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$15,333,637
Mission and Program Overview

Mission

The mission of legacy fund is to inspire, support, and practice philanthropy, leadership, and service in our community. Through the generosity of thousands of donors, legacy fund is the steward for charitable assets focusing on three areas that make hamilton county indiana a better place to live for current and future generations: 1.) grantmaking from a variety of funds to other effective not-for-profits 2.) community leadership on issues like helping families overcome obstacles, creating great public spaces, and embracing our ethnic communities 3.) philanthropic advising to help people make their charitable giving more thoughtful and enjoyable. We accomplish the above through our three initiatives: inspiring places, family success and education.

To inspire, support, and practice philanthropy, leadership and service in the hamilton county community to make it a better place to live for current and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,804,595$24,022,771▲ $218,176
Investments Other Securities$17,129,931$16,501,127▼ $628,804
Savings and Temporary Cash Investments$2,162,132$4,490,492▲ $2,328,360
Pledges and Grants Receivable$1,711,522$1,261,524▼ $449,998
Land, Buildings, and Equipment, Net$160,000$160,000→ $0
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$44,991,739$46,451,346▲ $1,459,607
Other Assets Total$23,559$15,432▼ $8,127
Liabilities
Grants Payable$1,088,553$1,027,684▼ $60,869
Accounts Payable and Accrued Expenses$349,880$491,317▲ $141,437
Other Liabilities$867,310$14,170▼ $853,140
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,305,743$1,533,171▼ $772,572
Net Assets / Fund Balance
Unrestricted Net Assets$41,574,474$43,806,653▲ $2,232,179
Temporarily Rstr Net Assets$1,111,522$1,111,522→ $0
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$42,685,996$44,918,175▲ $2,232,179
Total Liabilities and Net Assets / Fund Balance$44,991,739$46,451,346▲ $1,459,607

Asset Categories

AssetBook ValueDepreciationBasis
Land$160,000--
Other Securities$16,501,127--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$22,942,680$192,460▲ $705,935-$22,552,449
2013$19,155,326$2,000,645▲ $3,133,407-$22,942,680
2012$18,199,453$385,760▲ $1,695,119$6,950$19,155,326
2011$19,067,564$350,763▼ $103,208$3,000$18,199,453
2010$17,163,474$763,135▲ $2,399,599$204,719$19,067,564
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry AnkerPresident, Legacy FundFT$130,088$10,971$141,059
Robert MacphersonVP of DevelopmentPT$37,161$12,400$49,561
Brian PaynePresident & CEO, Cicf and Tif-$35,536$7,566$43,102
Jennifer BartenbachCFOPT$25,494$2,693$28,187
Elizabeth TateVP for Community Investment-$13,366$4,802$18,168

Board Members and Trustees

NameTitle
Corby ThompsonChair
Michael DaughertyVice-chair
Brenda BushBoard Member
Brian MyersBoard Member
Frank Esposito JrBoard Member
Jay MerellBoard Member
Jim LongstrethBoard Member
Judith Campbell MdBoard Member
Kay HartleyBoard Member
Lawrence BeckBoard Member
Lisa AllenBoard Member
Mike HoukBoard Member
Pamela RobinsonBoard Member
Paul EstridgeBoard Member
Steve PittmanBoard Member
Steven HoltBoard Member
James RoedererBoard Memeber
Henry BlackwellDirector
ANN O'HARASecretary
Dane RowlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,208,073
Program Service Revenue
$0
Investment Income
$2,965,548
Other Revenue
$19,661
All Other Contributions
$3,167,265
Change in Net Assets
$2,059,045

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded19$840,154Fair Market Value (FMV) on Date of Gift
Total Noncash Contributions19$840,154-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,856,493
Revenue Not Reported on Financial Statements
$336,789
Revenue Not Reported on Form 990
$-841,521
Other Revenue Adjustments
$120,298
Total Revenue per Audited Statements
$5,014,972
Total Revenue per Form 990
$6,193,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,065,226
Salaries, Compensation, and Employee Benefits$624,147
Other Expenses$444,864
Total Fundraising Expense$127,136
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,919,226--$2,919,226
Other Salaries and Wages$166,783$100,070$46,789$313,642
Fees for Service Investment Mgmnt Fees$135,482$81,289-$216,771
Grants to Domestic Individuals$146,000--$146,000
Current Officers, Directors, Trustees, and Key Employees$69,509$41,705$19,500$130,714
Pension Plan Contributions$50,278$30,167$14,105$94,550
Other Employee Benefits$29,012$17,407$8,139$54,558
Information Technology$26,465$15,879$7,424$49,768
Fees for Services Other$19,004$11,400$5,330$35,734
Payroll Taxes$16,316$9,790$4,577$30,683
Occupancy$13,822$8,293$3,878$25,993
Office Expenses$13,480$8,088$3,782$25,350
Advertising$9,110$5,466$2,556$17,132
Fees for Services Accounting$8,523$5,114$2,391$16,028
Conferences and Meetings$5,130$3,078$1,439$9,647
Insurance$4,934$2,960$1,384$9,278
Other Expenses$3,675$2,205$1,031$6,911
Travel$2,451$1,471$688$4,610
Fees for Services Legal$209$125$58$392
Total Functional Expenses$3,653,900$353,201$127,136$4,134,237

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,134,237
Total Expenses per Audited Statements$3,971,884
Expenses per Audited Statements$3,917,746
Expenses Not Reported on Financial Statements$216,491
Expenses Not Reported on Form 990$54,138
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of Hamilton County ParksCarmel, IN501(c)(3) Publi2014 distribution$323,855
Young Life Raceway RegionIndianapolis, IN501(c)(3) PubliAdditional staff person$134,000
Indianapolis Hebrew CongregationIndianapolis, IN501(c)(3) PubliHH Appeal$110,965
Teach For America - IndianapolisIndianapolis, IN501(c)(3) PubliTo Support Indianapolis Teach for America$107,000
Partners in HealthBoston, MA501(c)(3) PubliPediatric TB case finding package in Lima Peru$90,000
Trinity Free ClinicCarmel, IN501(c)(3) PubliFor Use to Fund Lab Tests$83,200
Hamilton County Auditor's OfficeNoblesville, INLocal Elected GHamilton Heights Youth Assistance Program$77,500
Big Brothers Big Sisters of Central IndianaIndianapolis, IN501(c)(3) PubliCharitable contribution$66,702
Carmel Education FoundationCarmel, IN501(c)(3) Publi2014 distribution$66,022
Boys & Girls Club of NoblesvilleNoblesville, IN501(c)(3) PubliCharitable contribution$65,657
Prevail IncNoblesville, IN501(c)(3) PubliCharitable contribution$64,136
Indiana University FoundationIndianapolis, IN501(c)(3) PubliIU School of Med Urology Department$62,308
Central Indiana Community Foundation IncIndianapolis, IN501(c)(3) PubliCharitable Contribution$52,500
United Way of Central IndianaIndianapolis, IN501(c)(3) PubliGeneral Operating$43,500
Shepherd Community IncIndianapolis, IN501(c)(3) PubliFunding pre-school class for school year 2015$43,000
Westfield Education FoundationWestfield, IN501(c)(3) Publi2014 distribution$40,398
Theodore Guerin High SchoolNoblesville, INReligious OrganScholarship to TGHS$39,000
Good Samaritan Network of Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$33,842
Noblesville Schools Education FoundationNoblesville, IN501(c)(3) PubliScholarship support$32,684
University of Notre DameNotre Dame, IN501(c)(3) PubliAnnual Fund 2014$30,500
The Shepherd's Center of Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$30,256
Sagamore InstituteIndianapolis, IN501(c)(3) PubliComm Devmt- Sparks Project$30,000
Hamilton Southeastern Schools FoundationFishers, IN501(c)(3) Publi2014 distribution$29,723
Hamilton County Leadership AcademyNoblesville, IN501(c)(3) Publi2014 distribution$29,407
Meals on Wheels of Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$28,459
Indianapolis Zoological Society IncIndianapolis, IN501(c)(3) PubliOrangutang Exhibit$26,000
Second Presbyterian ChurchIndianapolis, INReligious OrganGeneral Operating$24,000
Gleaners Food Bank of Indiana IncIndianapolis, IN501(c)(3) PubliCharitable contribution$21,250
Holy Name Catholic ChurchSteamboat Springs, COReligious OrganDonation to complete the building fund$21,000
Humane Society for Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$21,000
Indiana UniversityMunster, INEducational OrgKurt Kahlo 2014 & Shane Parker$21,000
Horizon HouseIndianapolis, IN501(c)(3) PubliCharitable contribution$20,000
Northview ChurchCarmel, IN501(c)(3) PubliSpecial Tithes and offerings$20,000
The Children's Museum of IndianapolisIndianapolis, IN501(c)(3) PubliCharitable contribution$20,000
Second Helpings IncIndianapolis, IN501(c)(3) PubliGeneral operating support$19,400
Leukemia & Lymphoma Society Indiana ChapterIndianapolis, IN501(c)(3) PubliLight the Night Walk 2014$18,500
CruOrlando, FL501(c)(3) PubliSupport for project #0641700$17,700
Cathedral High SchoolIndianapolis, IN501(c)(3) PubliRuss, Tina and Jared Sherlock Family Tuition Assis$16,000
Make-A-Wish Foundation of Indiana IncIndianapolis, IN501(c)(3) PubliGeneral operating support$16,000
Visiting Nurse Service IncIndianapolis, IN501(c)(3) Publi2014 distribution$15,636
Sheridan Community SchoolsSheridan, INEducational OrgScholarship support$15,500
PrimeLife Enrichment IncCarmel, IN501(c)(3) PubliCharitable contribution$15,132
Central Indiana Corporate Partnership FoundationIndianapolis, IN501(c)(3) PubliGeneral operating support$15,000
YMCA of Greater IndianapolisIndianapolis, IN501(c)(3) PubliKeeping Kids Safe After School$15,000
Our Lady of Mt Carmel ParishCarmel, INReligious OrganCharitable contribution for Nov & Dec 2014$14,900
Carmel Clay Parks Foundation IncCarmel, IN501(c)(3) PubliInvasive Species Control program$14,000
Town of AtlantaAtlanta, INLocal Elected GFund close out$13,818
Life CentersIndianapolis, IN501(c)(3) PubliNew office in Avon$12,500
Diocese of Lafayette-in-IndianaLafayette, IN501(c)(3) PubliParish 5041 -$12,000
United States Masters Swimming IncFishers, IN501(c)(3) Publi2014 distribution$11,200
Hamilton East Public LibraryNoblesville, INPublic AgencySTEM Program support$11,159
Jewish Federation of Greater IndianapolisIndianapolis, IN501(c)(3) PubliCharitable contribution$11,000
TechPoint Foundation for YouthIndianapolis, IN501(c)(3) PubliCharitable contribution$11,000
Riverview Hospital FoundationNoblesville, IN501(c)(3) PubliProject Fit America$10,953
City of NoblesvilleNoblesville, INLocal Elected G2014 distribution$10,214
Alternatives Incorporated of Madison CountyAnderson, IN501(c)(3) PubliNo More Domestic Violence$10,000
Brown County Art Gallery FoundationNashville, IN501(c)(3) PubliCharitable contribution$10,000
Brown County Humane SocietyNashville, IN501(c)(3) PubliCharitable contribution$10,000
Carmelite MonasteryDes Plaines, ILReligious OrganCharitable contribution$10,000
Chaucie's PlaceCarmel, IN501(c)(3) PubliOperating Support$10,000
Conner PrairieFishers, IN501(c)(3) PubliGeneral operating support$10,000
FCNL Education FundWashington, DC501(c)(3) PubliCharitable contribution$10,000
Hamilton County Area Neighborhood Development IncNoblesville, IN501(c)(3) PubliHelping HAND$10,000
Interactive Intelligence FoundationIndianapolis, IN509 pf Privateprograms for at risk youth$10,000
Noblesville FOP Lodge #198Noblesville, INPublic AgencyShop with a Cop$10,000
Our Lady of Grace Catholic ChurchNoblesville, IN501(c)(3) PubliScholarship Fund$10,000
Outrun the Sun IncIndianapolis, IN501(c)(3) PubliSue Smith' efforts and fall event$10,000
St John Neumann Catholic High SchoolNaples, FLReligious OrganGeneral operating support$10,000
St Louis de Montfort Educational Foundation IncFishers, IN501(c)(3) PubliEducational Endowment$10,000
St Vincent de Paul SocietyNoblesville, IN501(c)(3) PubliFood Pantry and Thrift Store$10,000
The Mind TrustIndianapolis, IN501(c)(3) PubliCharitable contribution$10,000
The Patachou FoundationIndianapolis, IN501(c)(3) PubliGeneral operating needs$10,000
Dress For Success Indianapolis IncIndianapolis, IN501(c)(3) PubliCharitable contribution$9,750
Habitat for Humanity Hamilton CountyWestfield, IN501(c)(3) PubliHome building for needy$9,320
Crossroads of America Council Boy Scouts of AmericIndianapolis, IN501(c)(3) PubliTo Support the Boy Scouts of America thru the Powe$8,850
Boys & Girls Clubs of IndianapolisIndianapolis, IN501(c)(3) PubliNew Boys & Girls Club at 38th & Post Rd in Indpls$8,000
Englishton Park United Presbyterian Ministries InLexington, IN501(c)(3) PubliEnglishton Park Academic Remediation Training Ctr$8,000
Carmel United Methodist ChurchCarmel, INReligious Organ$5,000 Operating Fund, $2,500 Making Room$7,500
Jesus Inside Prison MinistryIndianapolis, IN501(c)(3) PubliTo be used to toward paying off debt.$7,500
New Mission Systems InternationalFort Myers, FL501(c)(3) PubliCharitable contribution$7,500
Agape Therapeutic Riding Resources IncCicero, IN501(c)(3) Publi2014 distribution$7,000
Ronald McDonald House of IndianaIndianapolis, IN501(c)(3) PubliProgram support$7,000
Carmel Symphony OrchestraCarmel, IN501(c)(3) Publi2014 distribution$6,681
Indiana Grantmakers AllianceIndianapolis, IN501(c)(3) PubliLegacy Fund 2014 membership dues$6,050
Indianapolis Neighborhood Housing PartnershipIndianapolis, IN501(c)(3) PubliSupport general operations$6,000
Kiwanis International FoundationIndianapolis, IN501(c)(3) PubliEliminate Project$6,000
The Indianapolis Foundation IncIndianapolis, IN501(c)(3) PubliCharitable contribution$6,000
Indianapolis Symphony OrchestraIndianapolis, IN501(c)(3) PubliGeneral operating$5,750
Town of FishersFishers, INLocal Elected G2014 distribution$5,655
Noblesville Cultural Arts CommissionNoblesville, IN501(c)(3) PubliSummer band program$5,500
Junior Achievement of Central Indiana IncIndianapolis, IN501(c)(3) PubliFinancial Literacy Programs$5,400
St Vincent FoundationIndianapolis, IN501(c)(3) PubliPeyton Manning Children's Hospital$5,094
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$54,138
Fundraising Gross Income$13,050
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Inspiring Phila$53,858$13,050$28,820$-15,770
Total Events$53,858$13,050$54,138$-41,088
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Cicf$14,170
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Following a detailed review by the chief financial officer and an independent accounting firm, the form 990 and schedules are provided to all board members prior to submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policies are completed annually by all board members and staff. The policy statements are reviewed annually by officers of legacy fund. When foundation business is being conducted and there is a conflict, the board or staff members abstain from voting on related matters. This is documented in the board minutes.”

Form 990, Part VI, Section B, Line 15A & 15B

“Comparative compensation information is gathered by the human resources manager and used to determine appropriateness of individual compensation for all employees as part of the annual review and budgeting process. This review is performed by the ceo and cfo. The chairman of the board performs a review and makes a recommendation for compensation adjustments for the ceo.”

Form 990, Part VI, Section C, Line 19

“The public disclosure copy of form 990, governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Legacy Fund Inc
EIN
20-0900981
In Care Of
% JENNIFER BARTENBACH
Phone
3176342423
Address
515 EAST MAIN STREET, Suite 100, CARMEL, IN 46032

Signing Officer

Name
Terry Anker
Title
President
Phone
3176342423
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry W Anker
Formed
2003
Legal Domicile
In
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Joyce A Dulworth
Phone
2604604000
Supplemental Narrative

Additional Explanations

Form 990, Part V, Question 2

“Legacy fund employees are paid through a common paymaster. The central indiana community foundation inc. Is the common paymaster (cicf ein #35-1793680). Cicf files all required federal employment tax returns, which include all legacy fund employees. Form 990, part vi, section a, line 2 corby thompson and james roederer have a business relationship. Ann o'hara and brenda bush have a business relationship. Lawrence beck and kay hartley have a business relationship. Michael daugherty and steven holt have a business relationship.”

Form 990, Part XI, Line 9

“Other changes in net assets or fund balances: transfers between entities $1,189,091 defined-benefit pension plan expense (120,298) total $1,068,793”

Financial Statement Notes

Schedule D, Part V, Line 4

“Legacy fund's endowment funds are intended to provide long-term support for various charitable purposes serving the hamilton county community. Community. Due to the consolidated nature, some funds are held and administered by related organizations. Asc 740 footnote management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Part XI

“Line 2d fundraising expense $ 54,138 line 4b defined-benefit pension plan expense $ 120,298 part xii line 2d fundraising expense $ 54,138”

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IRS990/MissionDesc0THE MISSION OF LEGACY FUND IS TO INSPIRE, SUPPORT, AND PRACTICE PHILANTHROPY, LEADERSHIP, AND SERVICE IN OUR COMMUNITY. THROUGH THE GENEROSITY OF THOUSANDS OF DONORS, LEGACY FUND IS THE STEWARD FOR CHARITABLE ASSETS FOCUSING ON THREE AREAS THAT MAKE HAMILTON COUNTY INDIANA A BETTER PLACE TO LIVE FOR CURRENT AND FUTURE GENERATIONS: 1.) GRANTMAKING FROM A VARIETY OF FUNDS TO OTHER EFFECTIVE NOT-FOR-PROFITS 2.) COMMUNITY LEADERSHIP ON ISSUES LIKE HELPING FAMILIES OVERCOME OBSTACLES, CREATING GREAT PUBLIC SPACES, AND EMBRACING OUR ETHNIC COMMUNITIES 3.) PHILANTHROPIC ADVISING TO HELP PEOPLE MAKE THEIR CHARITABLE GIVING MORE THOUGHTFUL AND ENJOYABLE. WE ACCOMPLISH THE ABOVE THROUGH OUR THREE INITIATIVES: INSPIRING PLACES, FAMILY SUCCESS AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt042685996
IRS990/NetAssetsOrFundBalancesEOYAmt044918175
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02348298
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02348298
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-41088
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-41088
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NetUnrlzdGainsLossesInvstAmt0-895659
IRS990/NoncashContributionsAmt0840154

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,451,346
Liabilities
$1,533,171
Net assets
$44,918,175
Revenue
$6,193,282
Expenses
$4,134,237
Net income
$2,059,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$2.98$126$23.3$11.2$12.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$2.93$110$16.6$7.48$9.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.5$2.66$89.8$5.49$10.7$5.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$3.21$114$16.9$11.5$5.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.7$3.57$95.1$29.0$7.23$21.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.0$2.30$66.7$5.74$6.61$0.87
2018Summary only. Only limited summary data is available for this year.$63.9$2.12$61.8$12.1$6.71$5.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.6$1.94$59.7$14.4$6.55$7.86
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$1.38$47.2$5.20$6.40$1.20
2015Detailed filing. Detailed filing data is available for this year.$49.2$1.93$47.3$9.38$4.95$4.44
2014Detailed filing. Detailed filing data is available for this year.$46.5$1.53$44.9$6.19$4.13$2.06
2013Detailed filing. Detailed filing data is available for this year.$45.0$2.31$42.7$5.94$4.23$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$2.33$37.0$3.83
2011Summary only. Only limited summary data is available for this year.$36.8$2.80$34.0$3.75$5.19$1.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$1.86$36.5$3.92