2013-05-15T16:26:21-05:00 2012-12-31 481292483 HENJES CONNER & WILLIAMS PC 800 FRANCES BLDG SIOUX CITY IA 51101 990 2012-01-01 263853831 THE LEGACY FOUNDATION LEGA 7124908742 400 LOCUST STREET NO 330 DES MOINES IA 50310 CHRISTOPHER RANTS 7124908742 2013-05-15 1 STEVEN C LINDEN P00376052 7122773931 2013-05-15 2012 2016-02-24 21:20:13Z CHRISTOPHER RANTS 400 LOCUST STREET NO 330 DES MOINES IA 50310 6551274 0 X WWW.LEGACYFOUNDATION.US X 2008 IA THE FOUNDATION IS ORGANIZED TO EDUCATE THE GENERAL PUBLIC ABOUT CONCEPTS THAT ADVANCE INDIVIDUAL LIBERTY, FREE ENTERPRISE, AND LIMITED AND ACCOUNTABLE GOVERNMENT, AND WILL ENGAGE IN INDEPENDENT, NONPARTISAN RESEARCH ON PUBLIC POLICY MATTERS AND INITIATIVES. 3 3 0 0 0 0 4800154 6551217 0 0 4 57 0 0 4800158 6551274 0 880000 0 0 96000 168000 237382 188096 765646 4297351 4968616 4630733 6204712 169425 346562 256958 573857 29663 0 227295 573857 X THE FOUNDATION IS ORGANIZED TO EDUCATE THE GENERAL PUBLIC ABOUT CONCEPTS THAT ADVANCE INDIVIDUAL LIBERTY, FREE ENTERPRISE, AND LIMITED AND ACCOUNTABLE GOVERNMENT, AND WILL ENGAGE IN INDEPENDENT, NONPARTISAN RESEARCH ON PUBLIC POLICY MATTERS AND INITIATIVES. THE FOUNDATION'S GOAL IS TO ASSEMBLE A TEAM OF RESEARCH ANALYSTS WITH SPECIALIZATIONS IN VARIOUS AREAS OF PUBLIC POLICY, INCLUDING BUT NOT LIMITED TO, EDUCATION POLICY, TAX AND FISCAL POLICY, LABOR-MANAGEMENT RELATIONS POLICY, CIVIL RIGHTS POLICY, HEALTH CARE POLICY, AND ISSUES OF GOVERNMENTAL TRANSPARENCY. 0 0 2733446 880000 THE FOUNDATION ENGAGED IN NON PARTISAN ACTIVITY TO ENCOURAGE CIVIC INVOLVEMENT AND PARTICULARLY WORKED TO ENCOURAGE VOTERS WHO APPEARED DISCOURAGED BY THE DEMOCRATIC PROCESS. 1273872 THE FOUNDATION ENGAGED IN DEFENDING STATE LAWS AGAINST LEGAL CHALLENGES, PARTICULARLY IN THE AREA OF BORDER SECURITY AND IMMIGRATION ENFORCEMENT. 815677 THE FOUNDATION ENGAGED IN A MILITARY VOTERS PROTECTION PROJECT. 392466 THE FOUNDATION ENGAGED IN CIVIL RIGHTS LITIGATION SUPPORT AND VOTER REGISTRATION INITIATIVES. 392466 5215461 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT FL GA HI KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X CHRISTOPHER RANTS 7124908742 2740 S GLASS SIOUX CITY IA 51106 CHRISTOPHER RANTS 20.00 X X 168000 0 0 ALLISON KLEIS 0.00 X X 0 0 0 WILLARD JENKINS 0.00 X X 0 0 0 168000 0 0 1 0 1 0 DIRECT RESPONSE 2340 E BEARDSLEY RD STE 100 PHOENIX AZ 85024 PRINTING AND MAILING 500027 ROSE LAW GROUP 6613 N SCOTTSDALE ROAD STE 200 SCOTTSDALE AZ 85250 LEGAL 403502 MICHAEL ERIC EVERSOLE 227 A STREET NE WASHINGTON DC 20002 CONSULTING 366977 HOLTZMAN VOGEL PLLC 45 NORTH HILL DRIVE STE 100 WARRENTON VA 20186 LEGAL 330219 REVOLUTION AGENCY 1020 PRINCESS STREET ALEXANDRIA VA 22314 MARKETING 207370 5 2122779 4428438 45355 6551217 57 57 0 2122779 0 0 6551274 0 0 57 880000 880000 168000 168000 733721 733721 11515 11515 188096 188096 2372670 2348602 12942 11126 497193 497193 47000 32000 15000 169876 155972 13904 POSTAGE 599630 299479 1115 299036 PRINTING AND MAILSHOP 326994 163594 163400 MAILING LIST 194446 97223 97223 BANK SERVICE CHARGES 15624 7756 1103 6765 -53 -79 26 6204712 5215461 223605 765646 165854 441452 5185 0 85919 132405 256958 573857 29663 0 29663 0 X 43378 227932 183917 345925 227295 573857 256958 573857 346562 0 X 0 1 X 0 0 X 743029 2967746 3505862 7216637 743029 2967746 3505862 7216637 0 0 0 7216637 27648 15000 45355 88003 770677 2982746 3551217 7304640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM FUNDRAISER 132405 132405 X 6551274 0 6551274 0 6551274 6204712 0 6204712 0 6204712 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT ANY UNCERTAIN TAX POSITIONS WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITION, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE OPERATING STATEMENT OR ACCRUED IN THE BALANCE SHEET. TAX RETURNS OF THE ENTITY ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. X 1 HSP DIRECT MAIL 13755 SUNRISE VALLEY DRIVE HERNDON VA 20171 DIRECT MAIL SOLICITATION 1 2122779 1531293 545000 2122779 1531293 545000 AL AK AZ AR CA CO CT FL GA HI KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DIRECT MAILING 2122779 2122779 2122779 2122779 1 CENTER FOR ARIZONA POLICY PO BOX 97250 PHOENIX AZ 85060 860618922 501(C)(3) 80000 DONATION FOR VOTER GUIDES AMERICAN FAMILY ASSOCIATION 107 PARKGATE TUPELO MS 38804 640607275 501(C)(3) 200000 DONATION FOR PASTOR OUTREACH AMERICAN FILM RENAISSANCE INSTITUTE 4802 BLUE MOUNTAIN CIR SPARKS NV 89436 061698465 501(C)(3) 5000 DONATION TO COMPLETE DOCUMENTARY CITIZENS AGAINST GOVERNMENT WASTE 1301 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521363952 501(C)(3) 100000 DONATION CITIZENS FOR COMMUNITY VALUES 11177 READING RD CINCINNATI OH 45241 311075684 501(C)(3) 25000 DONATION FOR VOTER GUIDES COLORADO CHRISTIAN UNIVERSITY 180 S GARRISON LAKEWOOD CO 80226 840442429 501(C)(3) 25000 SPONSORSHIP OF SEMINAR EINHORN FAMILY TRUST 8205 N RIVER RD MILWAUKEE WI 53217 396643717 501(C)(3) 50000 DONATION LUCY BURNS INSTITUTE 301 S BEDFORD ST 6 MADISON WI 53703 208036372 501(C)(3) 170000 RESEARCH MINNESOTA FAMILY INSTITUTE 2855 ANTHONY LN SOUTH MINNEAPOLIS MN 55418 411439560 501(C)(3) 225000 DONATION FOR VOTER GUIDES PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION SELECTS GRANTEES WHOSE MISSION ALIGNS WITH THE FOUNDATION'S INTENT FOR EXPENDITURE OF FUNDS. 0 0 0 1 0 0 0 0 0 CHRISTOPHER RANTS 0 0 168000 0 0 0 0 0 0 0 168000 0 0 0 PART I, LINE 5 A BOARD MEMBER RECEIVED COMPENSATION BASED ON THE LEVEL OF CONTRIBUTIONS RAISED BY THE FOUNDATION. X RENT 2 23000 FMV X MARKETING MATERIALS 1 22355 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 ORGANIZATION REVIEWED AND SUBMITTED RETURN UPON COMPLETION BY PREPARER. FORM 990, PART VI, SECTION B, LINE 12C MONITORS ANNUALLY FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 2,348,602. MANAGEMENT AND GENERAL EXPENSES 12,942. FUNDRAISING EXPENSES 11,126. TOTAL EXPENSES 2,372,670.