2014-11-14T12:29:15-06:00 2013-12-31 481292483 HENJES CONNER & WILLIAMS PC 800 FRANCES BLDG SIOUX CITY IA 51101 990 2013-01-01 263853831 THE LEGACY FOUNDATION LEGA 7124908742 600 FOURTH ST NO 360 SIOUX CITY IA 51101 CHRISTOPHER RANTS PRESIDENT & EXECUTIVE DIRECTOR 7124908742 2014-11-14 1 STEVEN C LINDEN P00376052 7122773931 2014-11-14 2013 2015-11-30 17:44:51Z CHRISTOPHER RANTS 600 FOURTH ST NO 360 SIOUX CITY IA 51101 1033518 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 6551217 1033514 0 0 57 4 0 0 6551274 1033518 880000 44500 0 0 168000 73200 188096 33768 131326 4968616 1022205 6204712 1173673 346562 -140155 573857 433702 0 0 573857 433702 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 323966 24500 THE FOUNDATION ENGAGED IN NON PARTISAN ACTIVITY TO ENCOURAGE CIVIC INVOLVEMENT AND PARTICULARLY WORKED TO ENCOURAGE VOTERS WHO APPEARED DISCOURAGED BY THE DEMOCRATIC PROCESS. 222849 20000 THE FOUNDATION ENGAGED IN DEFENDING STATE LAWS AGAINST LEGAL CHALLENGES, PARTICULARLY IN THE AREA OF BORDER SECURITY AND IMMIGRATION ENFORCEMENT. 219273 THE FOUNDATION ENGAGED IN A MILITARY VOTERS PROTECTION PROJECT. 167407 THE FOUNDATION ENGAGED IN CIVIL RIGHTS LITIGATION SUPPORT AND VOTER REGISTRATION INITIATIVES. 167407 933495 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 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 600 FOURTH STREET SUITE 360 SIOUX CITY IA 51101 CHRISTOPHER RANTS PRESIDENT 20.00 X X 73200 0 0 ALLISON KLEIS TREASURER 0.00 X X 0 0 0 WILLARD JENKINS SECRETARY 0.00 X X 0 0 0 73200 0 0 0 0 0 0 HOLTZMAN VOGEL PLLC 45 NORTH HILL DRIVE STE 100 WARRENTON VA 20186 LEGAL 147559 INSIGHT COMMUNICATIONS 2740 S GLASS ST SIOUX CITY IA 51106 MANAGEMENT 144000 2 367503 666011 19595 1033514 4 4 0 367503 0 0 1033518 0 0 4 X 44500 44500 73200 73200 162833 162833 11825 11825 33768 33768 564557 555194 7522 1841 41651 41651 30000 15000 15000 16448 16448 POSTAGE 79063 39361 341 39361 PRINTING AND MAILSHOP 66634 33996 32638 MAILING LIST 43876 21938 21938 BANK SERVICE CHARGES 5318 2574 964 1780 1173673 933495 108852 131326 441452 204448 132405 229254 573857 433702 0 0 X 227932 190025 345925 243677 573857 433702 573857 433702 -140155 0 X 0 1 X 0 0 X 743029 2967746 3505862 1013919 8230556 743029 2967746 3505862 1013919 8230556 0 0 0 8230556 57 4 61 57 4 61 27648 15000 45355 19595 107598 770677 2982746 3551274 1033518 8338215 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM FUNDRAISER 157254 PREPAID MGMT FEES 72000 229254 X 1033518 0 1033518 0 1033518 1173673 0 1173673 0 1173673 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 367503 262853 80000 367503 262853 80000 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 367503 367503 367503 367503 1 ILLINOIS POLICY INSTITUTE 718 S 7TH SPRINGFIELD IL 62703 412057028 20000 DONATION FOR VOTER EDUCATION INDEPENDENCE INSTITUTE 727 E 16TH AVE DENVER CO 80203 840990300 20000 DONATION PART I, LINE 2: THE FOUNDATION SELECTS GRANTEES WHOSE MISSION ALIGNS WITH THE FOUNDATION'S INTENT FOR EXPENDITURE OF FUNDS. 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. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 555,194. MANAGEMENT AND GENERAL EXPENSES 7,522. FUNDRAISING EXPENSES 1,841. TOTAL EXPENSES 564,557.