LEGACY FOUNDATION is a public charity based in Phoenix, Arizona, affiliated with CommonSpirit Health. Formed in 2018, it supports charitable work to improve health—especially for vulnerable people—and advance social justice.
Key facts about Legacy Foundation of Kentuckiana Inc
In short: Legacy Foundation of Kentuckiana Inc gave $5.2M across 50 grants in 2025 (avg $104K), mostly in Kentucky. Source: 2025 IRS Form 990.
- EIN
- 83-2170324
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $5,192,466
- Grants made (2025)
- 50
- Average grant
- $103,849
- Median grant
- $70,000
- Total assets
- $132,042,717
- Primary geography
- Kentucky (100% of itemized 2025 grant dollars)
- How to apply
- Submit a Letter of Interest Form. Full details ↓
- Deadline
- The Fall Funding Cycle LOI is due in early May; the Spring Funding Cycle LOI is due in December.
Data from IRS Form 990, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$132.0M
+19.7% YoY
Annual Giving
$5.2M
-45.8% YoY
Grant Count
50
+51.5% YoY
Avg Grant Size
$104K
-64.3% YoY
How Legacy Foundation of Kentuckiana Inc gives
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated mission is “to 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.” Its filing describes support for healthy neighborhoods through projects integrating education, health, and social services, with the goal of sustainability and self-reliance. The filing also identifies mental health resources, healthcare access, social services, housing insecurity, healthcare equipment and capital needs, professional education and training, patient financial assistance, and medical and cancer research as areas for its endowment funds.
Its 2025 grants included organizations with a range of missions. For example, Spalding University describes its work as undergraduate and graduate education grounded in spiritual values, service, peace, and justice. Harbor House of Louisville says it empowers people with disabilities and their families through employment, education, and community-building opportunities. Have a Heart Foundation describes itself as providing cardiovascular care regardless of insurance status or ability to pay, including free care for qualifying patients and screenings in underserved communities.
Grantmaking
In 2025, the foundation made 50 grants totaling $5,192,466. Grants ranged from $10,000 to $301,500, with a median of $70,000. The listed grant purposes were program support. Among the largest grants were $301,500 to Spalding University, $269,211 to the University of Louisville Foundation, and $250,000 each to Harbor House of Louisville, Hosparus Health, Parks Alliance of Louisville, and Bluegrass Center for Autism.
The foundation offers two grant cycles. Interested organizations submit a Letter of Interest (LOI); after review, selected organizations are invited to submit a full proposal.
Review Cycle
The Fall Funding Cycle LOI is due in early May; the Spring Funding Cycle LOI is due in December.
Invitation Only
Submit a Letter of Interest Form. Full proposals are by invitation only.
Open Grants
1 open opportunity from Legacy Foundation of Kentuckiana Inc
Ready to take the next step with Legacy Foundation of Kentuckiana Inc?
Geographic Focus
Where this funder awards grants
The foundation’s grant program serves Jefferson, Shelby, Bullitt, Nelson, and Hardin counties in Kentucky and Clark County in Southern Indiana. All 2025 grant dollars were reported for recipients in Kentucky.
Grant Distribution by State
Share of 2025 grant dollars across all 50 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $5.2M (2025) to $14.9M (2022). In 2025 it made 50 grants totaling $5.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Spalding University ($302K). Together the top 10 received $2.6M.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was in the $50–100K range: 33 grants of 116 (28%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Spalding University Louisville, KY | Program Support | $301,500 |
| University of Louisville Foundation Louisville, KY | Program Support | $269,211 |
| Harbor House of Louisville Inc Louisville, KY | Program Support | $250,000 |
| Hosparus Health Louisville, KY | Program Support | $250,000 |
| Parks Alliance of Louisville Louisville, KY | Program Support | $250,000 |
| Rita June Foundation Inc Louisville, KY | Program Support | $250,000 |
| Volunteers of America Mid-States Inc Louisville, KY | Program Support | $250,000 |
| Bluegrass Center for Autism Louisville, KY | Program Support | $250,000 |
| Home of the Innocents Louisville, KY | Program Support | $250,000 |
| Louisville Free Public Library Foundation Inc Louisville, KY | Program Support | $250,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $132,042,717 | $6,159,164 | $5,584,223 | $5,192,466 |
| 2024 | $110,303,980 | $4,334,029 | $9,881,310 | $9,587,193 |
| 2023 | $112,620,415 | $2,887,677 | $12,216,105 | $12,149,877 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $132,042,717 | $110,303,980 | $112,620,415 |
| Revenue | $6,159,164 | $4,334,029 | $2,887,677 |
| Expenses | $5,584,223 | $9,881,310 | $12,216,105 |
| Net Investment Income | $6,105,107 | $4,326,254 | $2,876,408 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-EZ for fiscal year 2019 (received by the IRS July 10, 2020)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists T Douglas Lawson as a board member/president for the South Region; Matthew Grimshaw as director/market president; Daniel Rodrique as a board member; Shelley Stanko as a board member/vice president of medical affairs; and Anne Monell as market director of philanthropy for Kentuckiana. It also lists Christy Spitser as interim president/treasurer and market vice president/CFO for part of the year.
Legacy Foundation of Kentuckiana Inc is led by Christy Spitser, Interim President, Treasurer & Mkt Vice President CFO Partial Year Th since 2025 (on filings since 2021); none of the 21 officers listed in 2025 report compensation.
Officers on the 2025 filing
Christy Spitser
Interim President, Treasurer & Mkt Vice President CFO Partial Year Th
Treasurer & Market Vice President - CFO → Interim President, Treasurer & Mkt Vice President CFO, 2024
Interim President, Treasurer & Mkt Vice President CFO → Interim President, Treasurer & Mkt Vice President CFO Partial Year Th, 2025
On filings since 2021
1 hr/week
No compensation reported
T. Douglas Lawson
Board Member & President South Region Partial Year
Board Member & President South Region → Board Member & President South Region Partial Year, 2025
On filings since 2024
1 hr/week
No compensation reported
Matthew Grimshaw
Director & Market President
New on the 2025 filing
1 hr/week
No compensation reported
Winston Griffin
Chair
Board Member → Vice Chair, 2023
Vice Chair → Chair, 2025
On filings since 2021
1 hr/week
No compensation reported
Anne Monell
Mkt Director Philanthropy Kentuckiana
Executive Officio & Executive Director → Mkt Director Philanthropy Kentuckiana, 2024
On filings since 2023
45 hrs/week
No compensation reported
Jane J Chiles
Board Member
Chair → Board Member, 2020
On filings since 2019
1 hr/week
No compensation reported
Sharon Hager
Former Secretary & Div Vice President - General Counsel
Secretary & Div Vp-General Counsel → Former Secretary & Div Vice President Senior Counsel, 2021
Former Secretary & Div Vice President Senior Counsel → Former Secretary & Div Vice President - General Counsel, 2024
On filings since 2019
No compensation reported
Shelley Stanko MD
Board Member & Vice President Medical Affairs
Board Member & Physican → Board Member & Physician, 2022
Board Member & Physician → Board Member & Vice President Medical Affairs, 2024
On filings since 2019
1 hr/week
No compensation reported
William George
Former Secretary & Corporate Counsel
Secretary → Secretary & Corporate Counsel, 2021
Secretary & Corporate Counsel → Former Secretary & Corporate Counsel, 2025
On filings since 2020
1 hr/week
No compensation reported
Daniel Rodrigue MD
Board Member
On filings since 2021
1 hr/week
No compensation reported
Mary-Alicha Weldon
Board Member
Vice Chair → Chair, 2023
Chair → Board Member, 2025
On filings since 2021
1 hr/week
No compensation reported
Adeline Fehribach Scn
Board Member
On filings since 2022
1 hr/week
No compensation reported
Kim Potter-Blair
Board Member
On filings since 2022
1 hr/week
No compensation reported
Melissa Moore Murphy
Board Member
On filings since 2022
1 hr/week
No compensation reported
Granetta Blevins
Board Member
On filings since 2023
1 hr/week
No compensation reported
Janell Samuels
Former Officer
Executive Officio, Interim Executive Director & Mkt Director Founder → Former Interim Executive Director, 2024
Former Interim Executive Director → Former Officer, 2025
On filings since 2023
No compensation reported
Kevin Smith
Vice Chair
Board Member → Vice Chair, 2025
On filings since 2023
1 hr/week
No compensation reported
Daryl Love
Board Member
On filings since 2024
1 hr/week
No compensation reported
Monica Kennison
Board Member
On filings since 2024
1 hr/week
No compensation reported
David Hearne
Former Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Tricia Shackelford
Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (23)
- Former: Larry Schumacher (2019–2024) — Board Member & Svp-Operations Thro
- Former: Martha Jones (2019–2024) — Board Member
- Former: Norman Fischer (2019–2024) — Board Member
- Former: Leslie Smart (2021–2024) — Former President Chi St Joseph Foundations
- Former: Anthony Houston (2022–2024) — Board Member & Market CEO
- Former: Robert Hewett (2019–2023) — Board Member
- Former: Bruce Tassin (2019–2022) — Former President - CEO
- Former: Diana Han MD (2019–2022) — Board Member
- Former: Jane Burks (2019–2022) — Board Member
- Former: Michael Ades (2019–2022) — Board Member
- Former: Avichai Eres MD (2021–2022) — Board Member
- Former: Colleen Holton (2019–2021) — Former Treasurer & Mkt Senior Vice President CFO
- Former: John D. Stewart II MD (2019–2021) — Board Member
- Former: Sr Elizabeth Wendeln (2019–2021) — Board Member
- Former: Steve Frantz (2020–2021) — Treasurer & Market CFO
- Former: Charles Kennedy MD (2019) — Board Member
- Former: Charles Neumann (2019) — President
- Former: David Fennell (2019) — Board Member
- Former: Gerald Temes MD (2019) — Board Member
- Former: louann atlas (2019) — Board Member
- Former: Louis I. Waterman (2019) — Board Member
- Former: Paul Edgett III (2019) — Board Member & Sevp-Chief Bus Lines Officer
- Former: Richard Schultz (2019) — Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 3033 N 3Rd Ave, Phoenix, AZ 85103
Phone: (502) 905-2663
Frequently asked questions about Legacy Foundation of Kentuckiana Inc
How much does Legacy Foundation of Kentuckiana Inc give each year?
Legacy Foundation of Kentuckiana Inc gave $5.2M across 50 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $9.6M across 33 grants.
What is Legacy Foundation of Kentuckiana Inc's typical grant size?
Legacy Foundation of Kentuckiana Inc's median grant in 2025 was $70,000, and its average grant was $103,849, across 50 grants on its 2025 IRS Form 990.
Where does Legacy Foundation of Kentuckiana Inc give grants?
Legacy Foundation of Kentuckiana Inc gives mostly in Kentucky: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Louisville, KY (44 grants) and Bardstown, KY (2 grants).
Does Legacy Foundation of Kentuckiana Inc give general operating support?
Not in 2025: none of the 50 grants with a stated purpose on Legacy Foundation of Kentuckiana Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Program Support" (50 grants).
Who are Legacy Foundation of Kentuckiana Inc's largest grantees?
Legacy Foundation of Kentuckiana Inc's largest 2025 grantees include Spalding University ($301,500), University of Louisville Foundation ($269,211) and Harbor House of Louisville Inc ($250,000), according to its 2025 IRS Form 990. Together they received 16% of its itemized 2025 grant dollars.
How large is Legacy Foundation of Kentuckiana Inc?
Legacy Foundation of Kentuckiana Inc reported $132.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $6.2M.
What does Legacy Foundation of Kentuckiana Inc fund?
The foundation’s stated mission is “to 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.” See mission & focus areas ↑
How do I apply for a grant from Legacy Foundation of Kentuckiana Inc?
Submit a Letter of Interest Form. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Legacy Foundation of Kentuckiana Inc's EIN?
Legacy Foundation of Kentuckiana Inc's EIN (Employer Identification Number) is 83-2170324. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching Legacy Foundation of Kentuckiana Inc by hand.
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