PRESS : Join Us At An Upcoming Event!
Fund Advisor Portal    Grant Login    Scholarship Login
Skip to content
Legacy Foundation
legacy@legacyfdn.org Email us today!
219.736.1880 Call us for more details!
donate
  • Donors
    • Fund Advisor Portal
    • Funds List
    • Give Now
    • Legacy Society
    • Open a Fund
    • Plan a Future Gift
    • Supporting Ukraine
    • Ways to Give
    • Women in Philanthropy
  • Professional Advisors
    • Advisor Resources
    • Forms and Templates
    • Fund & Asset Types
  • Nonprofits
    • Apply for a Grant
    • Current Grantees
    • COVID-19 Response
    • Grant Implementation Guidelines
    • Legacy Learning Lab
    • Nonprofit Resources
    • Open an Agency Fund
    • Recent Recipients
  • Scholarships
    • Apply for Scholarships
    • Individual Assistance Opportunities
    • Lilly Endowment Scholarship
    • Open a Scholarship Fund
    • Recent Recipients
    • Student Resources
  • Community Programs
    • Conscious Conversations
    • COVID-19 Relief
    • IDEAL Initiative
    • Neighborhood Spotlight
    • On the Table
    • Our Shot 219
    • Rise NWI
    • South Shore NDC
    • Tax Assistance
    • Upcoming Events
  • About
    • About Legacy Foundation
    • Board of Directors
    • Diversity Commitment
    • Financials
    • News Mentions
    • Publications
    • Staff

Financials

About Legacy Foundation Board of Directors Diversity Commitment Financials News Publications Staff

Charts of 5-year Asset Growth and Assets by Fund Type

Audited Financials

Download 2021 Audited Financials

Form 990

Download the 2020 Form 990

Investment Policy

Download the Investment Policy

Quarterly Performance Summary

Long Term Pool Performance Comparison as of 6/30/2021

Mailing List

Stay up to date on Legacy Foundation activities! Join our email list to receive information about what’s new in Legacy programs, services and events.

Find Us

370 E. 84th Drive, Suite 100
Merrillville, IN 46410

219.736.1880

Donors

  • Give Now
  • Open a Fund
  • Plan a Future Gift

Advisors

  • Advisor Resources
  • Forms & Templates
  • Fund & Asset Types

Nonprofits

  • Apply for a Grant
  • Legacy Learning Lab
  • Open an Agency Fund

Scholarships

  • Apply for a Scholarship
  • Open a Scholarship Fund
  • Student Resources

Programs

  • 2020 Census
  • Rise NWI
  • Upcoming Events

About

  • Financials
  • News Mentions
  • Staff
Legacy Foundation is designated a 501(c)3 not-for-profit organization. All contributions are tax deductible to the fullest extent of the law.
© 2022 Legacy Foundation and its licensors. All rights reserved.