2025-04-25T11:11:07-05:00 2024-09-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2023-10-01 261484144 AMERICAN LEGION AUXILIARY FNDN AMER 3175694500 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 GARY WARD DIRECTOR OF FINANCE 3175694500 2025-04-25 1 1 CORY SCHUNEMANN CPA P01866583 3178488920 2025-04-16 2023 2025-03-06 01:10:19Z TERRI WALLACE 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 744677 0 X WWW.ALAFOUNDATION.ORG X 2007 IN SUPPORT THE AMERICAN LEGION AUXILIARY PROGRAMS NATIONWIDE THROUGH GRANTMAKING AND FUNDRAISING. 16 15 0 15 0 0 585222 641564 0 0 119491 96818 0 0 704713 738382 218687 230144 0 0 0 0 0 0 122819 284697 134064 503384 364208 201329 374174 2945264 3681439 125684 38881 2819580 3642558 THE AMERICAN LEGION AUXILIARY FOUNDATION POSITIVELY IMPACTS THE LIVES OF OUR VETERANS, MILITARY, AND THEIR FAMILIES BY FUNDING THE PROGRAMS OF THE AMERICAN LEGION AUXILIARY TODAY AND FOR FUTURE GENERATIONS. 0 0 230144 230144 THE ALA FOUNDATION AWARDED $62,500 TO ALA ENTITIES VIA THIRD PARTY SUBGRANTS THAT SUPPORTED YOUTH, EDUCATION, AND VETERAN PROGRAMS. TO ALA NATIONAL HEADQUARTERS $30,000 WAS AWARDED TO SUPPORT THE ALA GIRLS NATION PROGRAM; AND $65,000 WAS AWARDED TO SUPPORT THE ALA'S CO-PRESENTATION OF THE NATIONAL VETERANS CREATIVE ARTS FESTIVAL. THE ALA FOUNDATION ADDITIONALLY AWARDED $7,500 TO ALA ENTITIES SUPPORTING LOCAL VETERAN CREATIVE ARTS FESTIVALS. $27,252 WAS AWARDED TO ALA ENTITIES TO SUPPORT THE EMERGENT NEEDS OF VETERANS. 230144 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IN X X X GARY WARD 3175694500 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 CATHLEEN MACINNES FOUNDATION PRESIDENT 5.00 X X 0 0 0 DIANE DUSCHECK FOUNDATION VICE PRESIDENT 5.00 X X 0 0 0 TERRI WALLACE FOUNDATION TREASURER 5.00 X X 0 0 0 ANNE PARKER FOUNDATION SECRETARY 5.00 X X 0 0 0 NANCY BROWN-PARK APPOINTED DIRECTOR 2.00 X 0 0 0 DANIELLE APPLEGATE ELECTED DIRECTOR 2.00 X 0 0 0 KATHY DAUDISTEL DESIGNATED DIRECTOR 2.00 X 0 0 0 CARRIE DAVENPORT ELECTED DIRECTOR 2.00 X 0 0 0 ANN FOURNIER ELECTED DIRECTOR 2.00 X 0 0 0 LAURALEE GOOCH ELECTED DIRECTOR (TERM ENDED) 2.00 X 0 0 0 CAROL HARLOW ELECTED DIRECTOR 2.00 X 0 0 0 KAYE HIRST ELECTED DIRECTOR (TERM ENDED) 2.00 X 0 0 0 MARYBETH REVOIR DESIGNATED DIRECTOR (TERM ENDED) 2.00 X 0 0 0 SANDRA RICE ELECTED DIRECTOR 2.00 X 0 0 0 PATRICIA WARD DESIGNATED DIRECTOR 5.00 55.00 X 0 6822 287 LISA WILLIAMSON EX-OFFICIO DIRECTOR (TERM ENDED) 5.00 30.00 X 0 48853 1146 SHAWNIKA HUNT ELECTED DIRECTOR 2.00 X 0 0 0 PAM RAY DESIGNATED DIRECTOR 2.00 X 0 0 0 LINDA BOONE DESIGNATED DIRECTOR 2.00 X 0 0 0 VIRGINIA HOBBS DESIGNATED DIRECTOR 2.00 X 0 0 0 0 55675 1433 0 0 0 0 RESOURCEONE PO BOX 839 TULSA OK 74101 DIRECT MAIL PROD & SVCS 127445 1 41714 599850 41714 641564 100861 100861 2252 6295 -4043 -4043 -4043 738382 0 0 96818 230144 230144 2252 2252 16750 16750 10370 7245 3125 14810 1748 13062 DIRECT MAIL EXPENSES 89882 89882 364208 230144 11245 122819 388047 49446 272523 826784 2284694 2805209 2945264 3681439 123538 1153 2146 1000 0 36728 125684 38881 X 13401 22741 2806179 3619817 2819580 3642558 2945264 3681439 374174 448804 0 X X 0 1 X 1 0 X 458944 678634 728308 585222 641564 3092672 458944 678634 728308 585222 641564 3092672 3092672 42157 57215 42729 67940 100861 310902 3403574 0.90870 0.92480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2327993 208977 520527 29306 3028191 2034034 141200 199972 47213 2327993 2205645 230990 -361162 41439 2034034 1750742 408133 327950 38488 242692 2205645 1488937 284179 107094 14731 114737 1750742 0.73727 0.26273 0 0 0 DUE TO RELATED PARTY 36728 36728 X 1379956 448804 195022 643826 736130 2252 2252 738382 556978 195022 195022 361956 2252 2252 364208 PART X, LINE 2: MANAGEMENT OF THE FOUNDATION EVALUATES ALL SIGNIFICANT TAX POSITIONS TO ENSURE COMPLIANCE WITH THE EXEMPT PURPOSES OF THE FOUNDATION AS REQUIRED BY U.S. GAAP, INCLUDING CONSIDERATION OF ANY UNRELATED BUSINESS INCOME TAX. AS OF SEPTEMBER 30, 2024, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY TAX POSITIONS THAT ARE NOT IN COMPLIANCE WITH ITS EXEMPT PURPOSE. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS REMAIN OPEN AND SUBJECT TO EXAMINATION BEGINNING WITH THE TAX YEAR ENDED SEPTEMBER 30, 2021. 1 AMERICAN LEGION AUXILIARY 3450 FOUNDERS RD INDIANAPOLIS IN 46268 350144340 501C19 157500 0 NATIONAL VETERANS CREATIVE ARTS FESTIVAL ALA DEPARTMENT OF MINNESOTA 20 W 12TH ST ROOM 314 ST PAUL MN 55155 410121904 501C19 16900 0 SUBGRANT - MN PROGRAMS AND GIRLS STATE ALA SHERBURNE UNIT 876 15 S MAIN ST SHERBURNE NY 13460 160953097 501C19 10000 0 VETERAN PROJECTS GRANT- NY STATE OXFORD VETERANS BLANKET WARMER ALA GOLDEN VALLEY UNIT 22 3435 N VERDE ROAD GOLDEN VALLEY AZ 86413 860611803 501C19 10000 0 JAVC OPERATION 6 ROOF REPAIR ALA JAMES R HICKEY UNIT #120 132 CUYLER ST PALMYRA NY 14522 222484780 501C19 6752 0 CANANDAIGUA VAMC COTTAGE E-PIANO PROJECT 0 1 PART I, LINE 2: THE ALA FOUNDATION HAS ESTABLISHED CRITERIA FOR GRANTING. ALA FOUNDATION GRANTS ARE AWARDED TO AN ALA TAX-EXEMPT ENTITY THAT IS IN GOOD STANDING WITH BOTH THE IRS AND THE AMERICAN LEGION AUXILIARY NATIONAL ORGANIZATION. ALA ENTITIES SUBMITTING GRANT PROPOSALS MUST DEMONSTRATE THAT THEY WILL BE SUPPORTING THE ALA MISSION OF SERVING VETERANS, MILITARY AND THEIR FAMILIES. ALA FOUNDATION GRANT RECIPIENTS ARE REQUIRED TO SUBMIT GRANT REPORTS THAT INCLUDE A NARRATIVE DESCRIPTION OR SUMMARY OF THE GRANT PROGRESS OR OUTCOME, ALONG WITH A FINANCIAL REPORT OF THE GRANT FUNDING. GRANT RECIPIENTS ARE NOTIFIED OF COMPLIANCE REQUIREMENTS AS REVIEWED PERIODICALLY AND APPROVED BY THE ALA FOUNDATION BOARD. X OFFICE SUPPLIES 1 28719 COST X PROFESSIONAL SERVICES 1 28449 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B ALA MANAGEMENT REVIEWS AND COMPLETES THE 990 CHECKLIST PROVIDED BY THE OUTSIDE INDEPENDENT ACCOUNTING FIRM AND INCLUDES APPROPRIATE SUPPORTING INFORMATION AND SCHEDULES FOR THE TAX PREPARERS. THE OUTSIDE INDEPENDENT ACCOUNTING FIRM PREPARES THE 990 FORM AND STATE RETURN. THE DRAFT 990 AND STATE RETURN FORMS ARE SENT TO THE ALA NATIONAL RISK AND COMPLIANCE COMMITTEE, ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI SECTION B LINE 15 THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, REVIEWS ARE CONDUCTED ANNUALLY THROUGH THE RISK AND COMPLIANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT CURRENTLY HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND MOST RECENT AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT ALAFOUNDATION.ORG, ALAFORVETERANS.ORG AND UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST. 2C THE ALA NATIONAL RISK AND COMPLIANCE COMMITTEE: - REVIEWS THE DRAFT 990 AND COPY OF AUDITED FINANCIAL STATEMENTS. - DETERMINES THAT RESPONSES IN THE 990, ARE CONSISTENT WITH THEIR UNDERSTANDING OF THE FACTS. - DRAFTS QUESTIONS OR COMMENTS RESULTING FROM THEIR REVIEW FOR THE TAX PREPARERS (OUTSIDE INDEPENDENT ACCOUNTING FIRM). - MEETS WITH MANAGEMENT AND OUTSIDE INDEPENDENT ACCOUNTING FIRM TO REVIEW AND RESOLVE ALL QUESTIONS/COMMENTS. - DOCUMENTS THEIR REVIEW AND APPROVAL OF THE FORMS THROUGH WRITTEN MEETING MINUTES. FORM 990 AND STATE RETURN FORM ARE REVIEWED AND SIGNED BY THE ALA FOUNDATION DIRECTOR. MANAGEMENT FILES THE COMPLETED FORMS. AMERICAN LEGION AUXILIARY NATL HQ 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 350144340 SUPPORTS/ADVOCATES FOR US VETERANS, ACTIVE MILITARY, AND THEIR FAMILIES IN 501C19 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN LEGION AUXILIARY NAT'L HQ C 41714 DIRECT COST AMERICAN LEGION AUXILIARY NAT'L HQ B 157500 ACTUAL CASH CONTRIBUTIONS