2026-03-12T11:01:44-05:00 2025-07-31 562353893 AGRESTA STORMS & O'LEARY PC 5140 COMMERCE CIRCLE INDIANAPOLIS IN 46237 990 2024-08-01 834375439 INDIANA AMERICAN LEGION FOUNDATION INC INDI 3176301362 5440 HERBERT LORD RD INDIANAPOLIS IN 46216 MILTON HOWARD FINANCE OFFICER 3176301362 2026-03-11 1 0 MICHELLE A CLOUSE EA P01218056 3177809850 2026-03-11 2024 2025-03-06 01:10:19Z RON PATTERSON 5440 HERBERT LORD RD INDIANAPOLIS IN 46216 581121 0 X INDIANALEGION.ORG/LEGACYFOUNDATION X 2019 IN TO RECEIVE AND ADMINISTER FUNDS FOR THE CHARITABLE SUPPORT OF THE ACTIVITIES AND PROGRAMS OF VETERANS ORGANIZATIONS DULY QUALIFIED UNDER CODE SECTION 501(C) (19) OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. 9 9 0 200 0 0 1407744 473189 0 0 559744 29135 4870 32980 1972358 535304 201954 418973 0 0 0 0 0 0 0 119309 107567 321263 526540 1651095 8764 2962529 3200608 152577 161001 2809952 3039607 TO RECEIVE AND ADMINISTER FUNDS FOR THE CHARITABLE SUPPORT OF THE ACTIVITIES AND PROGRAMS OF VETERANS ORGANIZATIONS DULY QUALIFIED UNDER CODE SECTION 501(C)(19) OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. 0 0 505957 418973 THE INDIANA AMERICAN LEGION LEGACY FOUNDATION, INC. IS A NOT-FOR-PROFIT ORGANIZATION WHOSE MISSION IS TO PROVIDE A TAX-DEDUCTIBLE CHARITABLE ORGANIZATION TO BENEFIT THE AMERICAN LEGION DEPARTMENT OF INDIANA 505957 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 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 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 IN X MARK BERNHARDT 3176301362 5440 HERBERT LORAD ROAD INDIANAPOLIS IN 46216 X KENNY COOPER MEMBER 2.00 X 0 0 0 RON BYRLEY MEMBER 2.00 X 0 0 0 HUBERT DAGLEY MEMBER 2.00 X 0 0 0 JOSEPH BUMBLEBURG CHAIR 2.00 X X 0 0 0 MILTON HOWARD FINANCE OFFICER 2.00 X X 0 0 0 SCOTT MEYER MEMBER 2.00 X 0 0 0 CHAD WOODBURN SECRETARY 2.00 X X 0 0 0 ROBERT BURKHART CHAIRMAN 2.00 X X 0 0 0 GARY STEINHARDT MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 473189 473189 37782 37782 37170 45817 -8647 -8647 -8647 MISCELLANEOUS REVENUE 900099 32980 32980 32980 535304 32980 0 29135 354299 354299 64674 64674 3250 3250 13123 13123 1053 1053 2249 2249 908 908 HOOSIER BOYS STATE 63088 63088 ATHLETICS 14106 14106 EDUCATION AND TRAINING 9790 9790 526540 505957 20583 0 968584 818928 1729437 13741 8995 3186 8058 5809 256450 2362130 2962529 3200608 152577 161001 152577 161001 X 2809952 3039607 2809952 3039607 2962529 3200608 8764 220891 0 X X 0 1 X 1 0 X 308927 132916 140810 429335 473189 1485177 308927 132916 140810 429335 473189 1485177 1485177 5586 13417 15336 93189 37782 165310 32980 32980 1683467 0.88220 0.89560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8995 3186 5809 5809 X 4034029 998643 2545034 3543677 490352 44952 44952 535304 2913813 2601072 2601072 312741 213799 213799 526540 PART X, LINE 2: THE ORGANIZATION IS SUBJECT TO AUDIT BY FEDERAL, STATE OR LOCAL AUTHORITIES IN THE AREAS OF INCOME TAXES. ALONG WITH A FEDERAL TAX FILING, THE ORGANIZATION FILES IN THE STATE OF INDIANA. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS FOR 2022 THROUGH 2025 ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. THESE AUDITS COULD INCLUDE QUESTIONING THE ORGANIZATION'S TAX-EXEMPT STATUS AND COMPLIANCE WITH FEDERAL, STATE, AND LOCAL TAX LAWS AND POTENTIAL UNRELATED BUSINESS INCOME TAX. MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT TWELVE MONTHS OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THEREFORE, THERE IS NO EFFECT RECORDED IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR ASSETS OR LIABILITIES RESULTING FROM UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS, WHICH TOTALED $0 FOR THE YEAR ENDED JULY 31, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY: HOOSIER BOYS STATE REVENUE 95,576. SUBSIDIARY: AMERICAN LEGION DEPARTMENT OF INDIANA REVENUE 2,449,458. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED TO INCOME IN FINANCIAL STATEMENTS 44,952. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY: HOOSIER BOYS STATE EXPENSES 100,485. SUBSIDIARY: AMERICAN LEGION DEPARTMENT OF INDIANA EXPENSES 2,500,587. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED TO INCOME IN FINANCIAL STATEMENTS 44,952. GRANT SUBSIDIARY ADJUSTMENT 168,847. 0 HOOSIER BOYS STATE INC 5440 HERBERT LORD ROAD INDIANAPOLIS IN 46216 356042237 501(C)(3) 168846 0 CASH VALUE TO PROVIDE OPERATIONAL SUPPORT RILEY CHILDREN'S HOSPITAL 500 N MERIDIAN ST INDIANAPOLIS IN 46204 350868147 501(C)(3) 76483 0 CASH VALUE TO PROVIDE SUPPORT TO VETERANS IN NEED OPERATION COMFORT WARRIORS PO BOX 7077 INDIANAPOLIS IN 46207 901017997 501(C)(19) 71814 0 CASH VALUE TO PROVIDE SUPPORT TO VETERANS IN NEED AMERICAN LEGION POST 211 211 W WALNUT ST PORTLAND IN 47371 350144290 501(C)(19) 10000 0 CASH VALUE TO PROVIDE SUPPORT TO VETERANS IN NEED INDIANA VETERANS HOME 3851 N RIVER ROAD WEST LAFAYETTE IN 47906 356000158 22156 0 CASH VALUE TO PROVIDE SUPPORT TO VETERANS IN NEED 2 4 VETERAN GRANTS 39 64674 CASH VALUE AMERICAN LEGION DEPARTMENT OF INDIANA RELATED PARTY OPERATIONAL SUPPORT X 0 13741 0 1 0 13741 HOOSIER BOYS STATE INC RELATED PARTY 63087 PROGRAM COSTS PROGRAM COSTS FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS AND APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY IN PLACE FOREMPLOYEES AND A POLICY REQUIRING OFFICERS TO DISCLOSE WHETHER THEY OR ANYFAMILY MEMBERS HAVE A FINANCIAL OR EMPLOYMENT RELATIONSHIP WITHCOMPETITORS, VENDORS, OR OTHER FIRMS WITH WHICH THE ORGANIZATION HAS ABUSINESS RELATIONSHIP. COMPARISON BIDS ARE OBTAINED ON ANY NEW VENDORS ONA REGULAR BASIS AND ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH THEDEPARTMENT JUDGE ADVOCATE. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. HOOSIER BOYS STATE 5440 HERBERT LORD ROAD INDIANAPOLIS IN 46216 356042237 EDUCATE AND TRAIN BOYS UNDERSTANDING OF DEMOCRATIC FORM OF GOVERNMENT IN 501(C)(3) LINE 10 0 AMERICAN LEGION DEPARTMENT OF INDIANA 5440 HERBERT LORD ROAD INDIANAPOLIS IN 46216 350144235 PROMOTION OF AMERICAN LEGION ACTIVITIES IN 501(C)(19) & (C)(23) LINE 10 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HOOSIER BOYS STATE B 168846 CASH AMERICAN LEGION DEPARTMENT OF INDIANA E 13643 CASH