2026-04-27T09:35:01-05:00 2025-09-30 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2024-10-01 261484144 AMERICAN LEGION AUXILIARY FNDN AMER 3175694500 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 GARY WARD DIRECTOR OF FINANCE 3175694500 2026-04-13 1 0 CORY SCHUNEMANN CPA P01866583 3178488920 2026-04-13 2024 2025-03-06 01:10:19Z TERRI WALLACE 3450 FOUNDERS ROAD INDIANAPOLIS IN 46268 985531 0 X WWW.ALAFOUNDATION.ORG X 2007 IN SUPPORT THE AMERICAN LEGION AUXILIARY PROGRAMS NATIONWIDE THROUGH GRANTMAKING AND FUNDRAISING. 21 20 0 20 0 0 641564 507064 0 0 96818 27698 0 0 738382 534762 230144 346904 0 0 0 0 0 0 59557 134064 64570 364208 411474 374174 123288 3681439 4055082 38881 0 3642558 4055082 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 346904 346904 THE ALA FOUNDATION AWARDED $35,000 TO ALA ENTITIES VIA THIRD PARTY SUBGRANTS THAT SUPPORTED NATIONAL VETERANS CREATIVE ARTS FESTIVAL AND $75,000 WAS AWARDED TO ALA TO SUPPORT ALA'S CO-PRESENTATION OF NAT. VET. CREATIVE ARTS FESTIVAL. $67,000 WAS REWARDED TO ALA TO SUPPORT GIRLS NATIONAL PROGRAM & YOUTH SCHOLARSHIPS. $18,825 WAS AWARDED TO SUPPORT YOUTH EDUCATION SERVICES VIA ALA ENTITIES. THE ALA FOUNDATION ADDITIONALLY AWARDED $112,184 TO ALA ENTITIES TO SUPPORT EMERGENT NEEDS OF VETERANS. 346904 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 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 21 20 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 EX-OFFICIO DIRECTOR 2.00 X 0 0 0 CARRIE DAVENPORT ELECTED DIRECTOR (TERM ENDED) 2.00 X 0 0 0 ANN FOURNIER ELECTED DIRECTOR 2.00 X 0 0 0 CAROL HARLOW ELECTED DIRECTOR (TERM ENDED) 2.00 X 0 0 0 MARYBETH REVOIR EX-OFFICIO DIRECTOR 2.00 X 0 0 0 SANDRA RICE ELECTED DIRECTOR 2.00 X 0 0 0 PATRICIA WARD EX-OFFICIO DIRECTOR 5.00 55.00 X 0 46446 0 SHAWNIKA HUNT ELECTED DIRECTOR 2.00 X 0 0 0 PAMELA RAY EX-OFFICIO DIRECTOR 2.00 X 0 7743 34 LINDA BOONE DESIGNATED DIRECTOR 2.00 X 0 0 0 VIRGINIA HOBBS DESIGNATED DIRECTOR 2.00 X 0 0 0 CORAL GROUT DESIGNATED DIRECTOR (TERM BEGAN) 2.00 X 0 0 0 JOAN HERNANDEZ ELECTED DIRECTOR (TERM BEGAN) 2.00 X 0 0 0 TERESA NUNEZ ELECTED DIRECTOR (TERM BEGAN) 2.00 X 0 0 0 LAURA SANTINO ELECTED DIRECTOR (TERM BEGAN) 2.00 X 0 0 0 MARGE CHRISTIANSON ELECTED DIRECTOR (TERM BEGAN) 2.00 X 0 0 0 LISA CHAPLIN DESIGNATED DIRECTOR (TERM BEGAN) 2.00 X 0 0 0 0 54189 34 0 0 0 0 0 50065 456999 50065 507064 113052 113052 365415 450769 -85354 -85354 -85354 534762 0 0 27698 346904 346904 38524 38524 13427 5013 8414 12468 12468 DIRECT MAIL EXPENSES 151 151 411474 346904 5013 59557 49446 25525 826784 223274 2805209 3806039 0 244 3681439 4055082 1153 0 1000 0 36728 0 38881 0 X 22741 21373 3619817 4033709 3642558 4055082 3681439 4055082 123288 289236 0 X X 0 1 X 1 0 X 678634 728308 585222 641564 507064 3140792 678634 728308 585222 641564 507064 3140792 3140792 57215 42729 67940 100861 113052 381797 3522589 0.89160 0.90870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3028191 95277 301421 67000 3357889 2327993 208977 520527 29306 3028191 2034034 141200 199972 47213 2327993 2205645 230990 -361162 41439 2034034 1750742 408133 327950 38488 242692 2205645 0.00000 0.69326 0.30674 0 0 0 X 1021955 289236 197957 487193 534762 0 534762 609431 197957 197957 411474 0 411474 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, 2025, 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, 2022. 1 AMERICAN LEGION AUXILIARY 3450 FOUNDERS RD INDIANAPOLIS IN 46268 350144340 501C19 177000 0 NATIONAL VETERANS CREATIVE ARTS FESTIVAL ALA DEPARTMENT OF MINNESOTA 20 W 12TH ST ROOM 314 ST PAUL MN 55155 410121904 501C19 27275 0 YOUTH EDUCATION SERVICES AND VETERANS PROJECT GRANT ALA DEPARTMENT OF WISCONSIN PO BOX 140 PORTAGE WI 53901 390128221 501C19 10200 0 VETERAN PROJECTS GRANT ALA DEPARTMENT OF NEBRASKA 500 HEADQUARTERS PO BOX 5227 LINCOLN NE 68505 470090920 501C19 10000 0 VETERANS PROJECT GRANT ALA DEPARTMENT OF KANSAS 1314 SW TOPEKA BOULEVARD STE B TOPEKA KS 666121922 480119817 501C19 5912 0 VETERANS PROJECT GRANT ALA DEPARTMENT OF CALIFORNIA 401 VAN NESS AVENUE STE 319 SAN FRANSISCO CA 94102 940280850 501C19 20000 0 VETERANS PROJECT GRANT ALA DEPARTMENT OF WEST VIRGINIA 1251 DOOLIN RUN RD NEW MARTINSVILLE WV 261557808 550759947 501C19 7622 0 VETERANS PROJECT GRANT ALA DEPARTMENT OF ARIZONA 4701 N 19TH AVE SUITE 100 PHEONIX AZ 850153719 860611803 501C19 50000 0 VETERANS PROJECT GRANT 0 8 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 50065 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 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 50065 DIRECT COST AMERICAN LEGION AUXILIARY NAT'L HQ B 167000 ACTUAL CASH CONTRIBUTIONS