Nonprofit · EIN 83-2170324
LEGACY FOUNDATION OF KENTUCKIANA INC
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,159,164 | $5,584,223 | $574,941 | $132,042,717 | $3,270,666 | $128,772,051 |
| June 30, 2024 | 990 | $4,334,029 | $9,881,310 | -$5,547,281 | $110,303,980 | $1,599,143 | $108,704,837 |
| June 30, 2023 | 990 | $2,887,677 | $12,216,105 | -$9,328,428 | $112,620,415 | $771,124 | $111,849,291 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $54,057
- Program service revenue
- $0
- Investment income
- $6,105,107
- Net gain from sales of assets
- $4,517,723
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,197,466
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $9,248
- Program services (functional)
- $5,545,917
- Management and general (functional)
- $38,306
Balance sheet and other
- Total assets, start of year
- $110,303,980
- Total assets, end of year
- $132,042,717
- Total liabilities, end of year
- $3,270,666
- Net assets, end of year
- $128,772,051
- Publicly traded securities
- $5,788,100
- Net assets without donor restrictions
- $114,614,194
- Net assets with donor restrictions
- $14,157,857
- Gross receipts
- $6,159,164
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2018
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON | BOARD MEMBER/PRESIDENT SOUTH REGION (PARTIAL YEAR Trustee or director | 1 | $0 | $3,774,957 | $101,450 |
| MATTHEW GRIMSHAW | DIRECTOR/MARKET PRESIDENT (EFFECTIVE 12/16/24) Trustee or director, Officer | 1 | $0 | $861,549 | $36,586 |
| SHARON HAGER | FORMER SECRETARY/DIV VP - GENERAL COUNSEL Former | 0 | $0 | $844,754 | $22,876 |
| DANIEL RODRIGUE MD | BOARD MEMBER Trustee or director | 1 | $0 | $797,025 | $0 |
| DAVID HEARNE | FORMER SECRETARY (THROUGH 2/17/25) Officer | 1 | $0 | $632,398 | $39,755 |
| CHRISTY SPITSER | INTERIM PRES/TREASURER/MKT VP CFO (PARTIAL YEAR TH Trustee or director, Officer | 1 | $0 | $501,812 | $49,363 |
| SHELLEY STANKO MD | BOARD MEMBER/VP MEDICAL AFFAIRS Trustee or director | 1 | $0 | $466,372 | $47,324 |
| ANNE MONELL | MKT DIRECTOR PHILANTHROPY KENTUCKIANA Officer | 45 | $0 | $191,082 | $21,473 |
| JANELL SAMUELS | FORMER OFFICER Former | 0 | $0 | $183,270 | $18,782 |
| WILLIAM GEORGE | FORMER SECRETARY/CORPORATE COUNSEL (THRU 8/19/24) Officer | 1 | $0 | $145,745 | $18,331 |
| TRICIA SHACKELFORD | SECRETARY (EFFECTIVE 2/18/25) Officer | 1 | $0 | $8,846 | $34 |
| MARY-ALICHA WELDON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WINSTON GRIFFIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADELINE FEHRIBACH SCN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA MOORE MURPHY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM POTTER-BLAIR | BOARD MEMBER Trustee or director | 1 | $0 |
| GRANETTA BLEVINS | BOARD MEMBER Trustee or director | 1 | $0 |
| KEVIN SMITH | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| MONICA KENNISON | BOARD MEMBER Trustee or director | 1 | $0 |
| DARYL LOVE | BOARD MEMBER Trustee or director | 1 | $0 |
| JANE CHILES | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| T DOUGLAS LAWSON | BOARD MEMBER/PRESIDENT SOUTH REGION Trustee or director | 1 | $0 | $3,396,538 | $218,609 |
| LARRY SCHUMACHER | BOARD MEMBER (THROUGH 8/1/23)/SVP-OPERATIONS (THRO Trustee or director | 1 | $0 | $2,980,859 | $39,731 |
| ANTHONY HOUSTON | BOARD MEMBER/MARKET CEO (THROUGH 6/16/24) Trustee or director | 1 | $0 | $1,247,727 | $56,741 |
| SHARON HAGER | FORMER SECRETARY/DIV VP - GENERAL COUNSEL Former | 0 | $0 | $627,851 | $30,560 |
| CHRISTY SPITSER | INTERIM PRES/TREASURER/MKT VP CFO Trustee or director, Officer | 1 | $0 | $422,813 | $50,157 |
| SHELLEY STANKO MD | BOARD MEMBER/VP MEDICAL AFFAIRS Trustee or director | 1 | $0 | $423,163 | $49,273 |
| LESLIE SMART | FORMER PRESIDENT CHI ST JOSEPH FOUNDATIONS Former | 0 | $0 | $439,798 | $14,815 |
| WILLIAM GEORGE | SECRETARY/CORPORATE COUNSEL Officer | 1 | $0 | $240,082 | $23,342 |
| JANELL SAMUELS | FORMER INTERIM EXEC DIRECTOR Former | 0 | $0 | $180,053 | $20,091 |
| ANNE MONELL | MKT DIRECTOR PHILANTHROPY KENTUCKIANA Trustee or director, Officer | 40 | $0 | $80,483 | $1,563 |
| FR NORMAN FISCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL RODRIQUE MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARY-ALICHA WELDON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WINSTON GRIFFIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADELINE FEHRIBACH SCN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA MOORE MURPHY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIM POTTER-BLAIR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GRANETTA BLEVINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MONICA KENNISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DARYL LOVE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LARRY SCHUMACHER | BOARD MEMBER/SVP-OPERATIONS Trustee or director | 1 | $0 | $2,744,155 | $38,181 |
| ANTHONY HOUSTON | MARKET CEO/BOARD MEMBER Trustee or director | 1 | $0 | $1,023,936 | $52,292 |
| SHARON HAGER | FORMER SECRETARY/DIV VP SR COUNSEL Former | 0 | $0 | $497,299 | $28,875 |
| SHELLEY STANKO MD | BOARD MEMBER/PHYSICIAN Trustee or director | 1 | $0 | $418,801 | $46,487 |
| CHRISTY SPITSER | TREASURER/MARKET VP - CFO Officer | 1 | $0 | $350,550 | $48,674 |
| LESLIE SMART | PRESIDENT CHI ST JOSEPH FOUNDATIONS PARTIAL YEAR Trustee or director, Officer | 10 | $0 | $357,418 | $18,791 |
| WILLIAM GEORGE | SECRETARY/CORPORATE COUNSEL Officer | 1 | $0 | $203,895 | $22,430 |
| JANELL SAMUELS | EX OFFICIO/INTERIM EXEC DIRECTOR/MKT DIRECTOR FOUN Trustee or director, Officer | 10 | $0 | $166,569 | $11,617 |
| JANE CHILES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FR NORMAN FISCHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT HEWETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA JONES | BOARD MEMBER/IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL RODRIQUE MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARY-ALICHA WELDON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WINSTON GRIFFIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADELINE FEHRIBACH SCN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA MOORE MURPHY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIM POTTER-BLAIR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GRANETTA BLEVINS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANNE MONELL | EX OFFICIO/EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- Principal officer (990 for 2024)
- ANNE E MONELL, 3033 N 3RD AVE, PHOENIX, AZ 85103
- Signed the 990
- LESLIE SMART, TREASURER/MARKET CFO
- Phone
- (502) 905-2663
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.
Program accomplishments
- THE FOUNDATION WAS ORGANIZED IN JULY OF 2018 AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE IRC OF 1986, AS NOW IN EFFECT OR AS SUBSEQUENTLY AMENDED (THE "CODE) OF KENTUCKYONE HEALTH, INC AND AFFILIATES.THE LEGACY FOUNDATION OF KENTUCKIANA IS ALIGNED TO THE ORIGINAL MISSION AND PURPOSE OF JEWISH HOSPITAL & ST. MARY'S FOUNDATION WHILE GROWING AND ADAPTING IN ORDER TO MEET FUTURE HEALTHCARE NEEDS WITHIN OUR COMMUNITY. THROUGHOUT ALL OF THIS, WE WILL HONOR THE LEGACY AND INTENT OF ALL OUR GENEROUS DONORS.IN THE PAST 30 YEARS, THE FOUNDATION HAS BEEN AT THE FOREFRONT OF LIFE-CHANGING WORK. THANKS TO GENEROUS SUPPORT, WE HAVE ACCOMPLISHED A LOT IN THE GREATER LOUISVILLE AND SOUTHERN INDIANA REGION, INCLUDING ENHANCED PATIENT CARE, CUTTING EDGE MEDICAL RESEARCH, EDUCATION OF HEALTH PROFESSIONALS, AND IMPROVED ACCESS TO HEALTH CARE. OUR FOCUS IS ON THE CONTINUATION OF OUR MISSION AND TO IMPROVE THE HEALTH CARE OF OUR REGION BASED ON OUTCOMES OF THE COMMUNITY NEEDS ASSESSMENT IN SIX COUNTIES INCLUDING BULLITT, HARDIN, JEFFERSON, NELSON, AND SHELBY IN KENTUCKY AND CLARK IN SOUTHERN INDIANA.TO DEMONSTRATE THIS PURPOSE, PHILANTHROPIC SUPPORT SHALL FURTHER CHARITABLE CAUSES THAT ADVOCATE FOR HEALTHY NEIGHBORHOODS BY SUPPORTING PROJECTS THAT INTEGRATE EDUCATION, HEALTH, AND SOCIAL SERVICES WITH THE ULTIMATE GOAL OF SUSTAINABILITY AND SELF-RELIANCE.Expenses $5,545,917 · grants $5,197,466
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-2170324
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $132,042,717
- Income (IRS master file)
- $6,159,164
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,159,164 | $5,584,223 | $132,042,717 | IRS |
| 990 | June 2024 | $4,334,029 | $9,881,310 | $110,303,980 | IRS |
| 990 | June 2023 | $2,887,677 | $12,216,105 | $112,620,415 | XML |
| 990 | June 2022 | $8,095,736 | $15,646,222 | $122,168,734 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2170324).
Questions about LEGACY FOUNDATION OF KENTUCKIANA INC
- What is the EIN of LEGACY FOUNDATION OF KENTUCKIANA INC?
- The employer identification number (EIN) of LEGACY FOUNDATION OF KENTUCKIANA INC is 83-2170324.
- Is LEGACY FOUNDATION OF KENTUCKIANA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to LEGACY FOUNDATION OF KENTUCKIANA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does LEGACY FOUNDATION OF KENTUCKIANA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY FOUNDATION OF KENTUCKIANA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY FOUNDATION OF KENTUCKIANA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEGACY FOUNDATION OF KENTUCKIANA INC?
- The 990 for the year ended June 30, 2025 names ANNE E MONELL.
- Who are the officers and directors of LEGACY FOUNDATION OF KENTUCKIANA INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does LEGACY FOUNDATION OF KENTUCKIANA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,159,164, expenses of $5,584,223 and total assets of $132,042,717 at year end.
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