2024-11-12T15:37:22-06:00 2023-12-31 841072096 BK Beattie & Assoc PC 5728 S Gallup St Littleton CO 80120 990EZ 2023-01-01 841087281 Lakewood Legacy Foundation LAKE 3039874848 1580 Yarrow St Lakewood CO 80215 Diane Duffey Treasurer 3039874848 2024-11-09 1 0 X Beverly K Beattie P00238372 3032311040 2024-11-06 2023 2024-10-15 13:58:12Z X X lakewoodlegacy.org X X 103486 X 100500 2986 445 -445 103041 110000 1350 3263 114613 -11572 178503 11038 177969 X 70914 61716 107589 116253 178503 177969 0 0 178503 177969 Support City of Lakewood residents Provide funds to various City of Lakewood programs for the benefit of Lakewood residents 0 0 0 Lori Simpkins President 1.00 0 0 0 Diane Duffey Vice-President/Treasurer 2.00 0 0 0 Jim Curtis Trustee 1.00 0 0 0 Michael Coughlin Trustee 1.00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 The Organization 1580 Yarrow St Lakewood CO 80215 3039874848 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 114500 106800 103400 101600 100500 526800 114500 106800 103400 101600 100500 526800 526800 2721 1825 2876 2175 2986 12583 539383 0.97670 0.95250 X Form 990-EZ, Part I, Line 4 - Other Investment Income Description: Interest/dividends. Amount: 2,986. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: 40 West Arts, Inc. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 3,500. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Jeffco Action Center. Grantee Address: 8755 W 14th St Lakewood, CO 80215. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 12,500. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Sprout City Farms. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 2,500. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Brothers Redevelopment. Grantee Address: 2250 Eaton St, B Denver, CO 80214. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 5,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Archway Communities. Grantee Address: 8585 W 14th Ave Lakewood, CO 80215. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 6,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Family Tree. Grantee Address: 3805 Marshall St Wheat Ridge, CO 80033. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 6,500. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Catholic Charities. Grantee Address: 6240 Smith Road Denver, CO 80216. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 7,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Hands of the Carpenter. Grantee Address: 16097 S Golden Rd Golden, CO 80401. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 7,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Just Living Recovery. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 3,500. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Ralston House. Grantee Address: 10795 W 58th Ave Arvada, CO 80002. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 6,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Outdoor Lab Foundation. Grantee Address: 3000 Youngfield St, #167 Wheat Ridge, CO 80215. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 10,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: CASA of Jefferson & Gilpin Counties. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 4,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Harvest Mtn Ministries (Jeffco Eats). Grantee Address: 1390 Brentwood St Lakewood, CO 80214. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 7,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Lakewood Symphony Orchestra. Grantee Address: 470 S Allison Pkwy Lakewood, CO 80226. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 5,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Gold Crown Foundation. Grantee Address: 150 S Harlan St Lakewood, CO 80226. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 5,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Benefits in Action. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 2,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Jefferson County Library Foundation. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 4,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Gigi's Playhouse. Grantee Relationship: None. Date of Gift: 06/22/23. Amount Given: 3,500. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Civic - Provide recyclable cups for events. Grantee Name: City of Lakewood. Grantee Relationship: Substantial contributor. Date of Gift: 06/22/23. Amount Given: 4,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Charitable. Grantee Name: Lakewood School of Music Foundation. Grantee Address: 730 Simms St, Ste A Lakewood, CO 80401. Grantee Relationship: None. Date of Gift: 06/30/23. Amount Given: 6,000. Total included on Form 990-EZ, line 10: 110,000. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Insurance. Amount: 1,797. Description: Bank charges. Amount: 329. Description: Investment fees. Amount: 1,137. Total to Form 990-EZ, line 16: 3,263. Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets Description: Unrealized gain(loss) in Endowment Fund. Amount: 11,038. Form 990-EZ, Part II, Line 24 - Other Assets Description: Endowment Fund. Beg. of Year Amount: 107,589. End of Year Amount: 116,253.