LEGACY FOUNDATION INC

EIN 351872803 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

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DAF assets
$10.72M
at fiscal year end
Grants out
$1.25M
from DAF accounts
Contributions in
$1.54M
received into DAFs
Payout rate
11.7%
median is 12.5%
Accounts
45
funds held at year end
Average account
$238K
assets per fund

At 11.7%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$10.2M
FY2019
$10.6M
FY2020
$11.3M
FY2021
$9.2M
FY2022
$10.7M
FY2023

Grants paid by year

$428K
FY2019
$174K
FY2020
$446K
FY2021
$588K
FY2022
$1.3M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 338 grant lines totalling $10.6M across 2019–2024 — $31K per line.

$12K of this sponsor’s grants went to other DAF sponsors — 0% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Town Of MerrillvilleEIN 351288379 IN$2.0M
Indiana University FoundationEIN 356018940 IN$713K
Food Bank Of Northwest IndianaEIN 351528285 IN$589K
Trinity Lutheran SchoolEIN 356000591 IN$562K
Tradewinds Rehabilitation Center IncEIN 351139485 IN$544K
South Shore NeighborhoodEIN 833190802 IN$347K
Visiting Nurse Association Of Northwest IndianaEIN 351174866 IN$296K
Hammond Community CorporationEIN 463368354 IN$294K
Hobart Food Pantry IncorporatedEIN 351757175 IN$283K
Crisis Center IncEIN 351324480 IN$239K
Maria Reiner CenterEIN 356001058 IN$224K
Hammond Public Library FoundationEIN 471982796 IN$164K
First United Lutheran ChurchEIN 351592861 IN$136K
The Mcmillan Family FoundationEIN 384008491 IN$106K
Calumet College Of St JosephEIN 351087173 IN$100K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.