Civic Intelligence

Legacy Global Foundation Inc.

990 • Fiscal year 2023 • EIN 37-1440662

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileWWW.LEGACYGLOBAL.ORG
4435 East Holmes AvenueMesa, AZ 85206

(602) 704-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.05x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

2.52x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Net Margin

7th percentile

-33%

Higher net margin than 7% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

4th percentile

$119,629

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Asset Growth

97th percentile

70%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2023

Revenue Growth

3rd percentile

-59%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$260,610,654

Up $170,073,683 (+188%) from 2021

Net Assets

Up

$247,479,432

Up $173,732,774 (+236%) from 2021

Liabilities

Down

$13,131,222

Down $3,659,091 (-22%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin7th percentile

Revenue

Down

$5,210,414

Down $25,722,609 (-83%) from 2021

Expenses

Down

$6,921,879

Down $16,245,673 (-70%) from 2021

Net Income

Down

-$1,711,465

Down $9,476,936 (-122%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2014: $38,740,390Liabilities 2014: $14,873,822Net Assets 2014: $23,866,5682014Assets 2015: $39,578,114Liabilities 2015: $12,249,365Net Assets 2015: $27,328,7492015Assets 2016: $31,641,419Liabilities 2016: $12,731,506Net Assets 2016: $18,909,9132016Assets 2017: $58,006,255Liabilities 2017: $13,054,829Net Assets 2017: $44,951,4262017Assets 2018: $50,498,695Liabilities 2018: $7,398,477Net Assets 2018: $43,100,2182018Assets 2019: $61,964,952Liabilities 2019: $13,121,089Net Assets 2019: $48,843,8632019Assets 2020: $78,103,362Liabilities 2020: $12,528,903Net Assets 2020: $65,574,4592020Assets 2021: $90,536,971Liabilities 2021: $16,790,313Net Assets 2021: $73,746,6582021Assets 2023: $260,610,654Liabilities 2023: $13,131,222Net Assets 2023: $247,479,4322023Assets 2024: $266,686,085Liabilities 2024: $14,255,870Net Assets 2024: $252,430,2152024

Highlighted filing

2023

Assets$260,610,654
Liabilities$13,131,222
Net Assets$247,479,432
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2014: $3,389,125Expenses 2014: $1,098,357Net Income 2014: $2,290,7682014Revenue 2015: $5,901,510Expenses 2015: $2,232,593Net Income 2015: $3,668,9172015Revenue 2016: $4,988,994Expenses 2016: $2,481,370Net Income 2016: $2,507,6242016Revenue 2017: $27,850,266Expenses 2017: $923,657Net Income 2017: $26,926,6092017Revenue 2018: $1,371,080Expenses 2018: $2,307,383Net Income 2018: -$936,3032018Revenue 2019: $6,095,682Expenses 2019: $2,627,060Net Income 2019: $3,468,6222019Revenue 2020: $17,629,906Expenses 2020: $4,084,707Net Income 2020: $13,545,1992020Revenue 2021: $30,933,023Expenses 2021: $23,167,552Net Income 2021: $7,765,4712021Revenue 2023: $5,210,414Expenses 2023: $6,921,879Net Income 2023: -$1,711,4652023Revenue 2024: $17,649,101Expenses 2024: $9,473,186Net Income 2024: $8,175,9152024

Highlighted filing

2023

Revenue$5,210,414
Expenses$6,921,879
Net Income-$1,711,465
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$5,224,475
Mission and Program Overview

Mission

To bless the whole world by delivering the promise that inspires charitable giving.

Service and solutions, legacy empowers and creates opportunities for stakeholders. Legacy creates well-being and prosperity by inspiring the transfer of values across generations. Legacy delivers the promise that you are blessed when you bless others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$72,527,522$208,724,199▲ $136,196,677
Investments in Publicly Traded Securities$20,443,796$28,502,323▲ $8,058,527
Other Notes and Loans Receivable, Net$4,161,093$5,947,032▲ $1,785,939
Land, Buildings, and Equipment, Net$547,000$2,068,220▲ $1,521,220
Savings and Temporary Cash Investments$1,610,700$2,024,625▲ $413,925
Cash and Non-Interest-Bearing Accounts$892,358$1,423,957▲ $531,599
Investments Program Related$100,000$850,000▲ $750,000
Pledges and Grants Receivable$50,000$50,000→ $0
Total Assets$110,746,136$260,610,654▲ $149,864,518
Other Assets Total$10,413,667$11,020,298▲ $606,631
Liabilities
Other Liabilities$11,213,510$13,100,363▲ $1,886,853
Accounts Payable and Accrued Expenses$26,304$30,859▲ $4,555
Total Liabilities$11,239,814$13,131,222▲ $1,891,408
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$99,506,322$247,479,432▲ $147,973,110
Total Net Assets Fund Balance$99,506,322$247,479,432▲ $147,973,110
Total Liabilities and Net Assets / Fund Balance$110,746,136$260,610,654▲ $149,864,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,061,892-$2,061,892
Other Land Buildings$6,328$43,057$49,385
Closely Held Equity Interests$208,724,199--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$31,110--$31,110-
2022$31,110---$31,110
2021$15,555--$15,555$31,110
2020$15,552-▲ $3-$15,555
2019$15,671-▼ $119-$15,552
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melodie Durfee GatzPresident & CEO, TrusteeFT$119,629$119,629

Board Members and Trustees

NameTitle
Delight MoserDirector
Paul PetersonDirector
Wayne HatchDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$4,752,785
Program Service Revenue
$0
Investment Income
$278,384
Other Revenue
$179,245
All Other Contributions
$4,731,071
Change in Net Assets
$-1,711,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,722,818
Other Expenses$1,140,361
Salaries, Compensation, and Employee Benefits$1,058,700
Total Fundraising Expense$19,963
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,722,489--$4,722,489
Other Salaries and Wages$859,071--$859,071
Current Officers, Directors, Trustees, and Key Employees$119,777$59,889$19,963$199,629
Fees for Services Legal$178,405--$178,405
Fees for Service Investment Mgmnt Fees$69,373$69,372-$138,745
Travel$14,694$6,298-$20,992
Depreciation Depletion$5,760--$5,760
Fees for Services Management$3,322--$3,322
Information Technology-$1,271-$1,271
Fees for Services Accounting$800--$800
Foreign Grants$329--$329
Other Expenses$-19--$-19
Total Functional Expenses$6,765,086$136,830$19,963$6,921,879
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bank of America Charitable Gift FundBoston, MA-General Mission$1,225,026
Fidelity CharitableBoston, MA-General Mission$612,000
TheforesightinstituteSan Francisco, CA-General Mission$500,000
Legacy Global Programs IncMesa, AZ-General Mission$489,369
The Church of Jesus Christ of Latter Day SaintsProvo, UT-General Mission$187,277
Uplift FoundationCuster, WI-General Mission$150,000
EX-STUDENTS' ASSOCIATION OF THE UNIVERSITY OF TEXASAustin, TX-General Mission$100,000
Md Anderson Cancer CenterHouston, TX-General Mission$98,762
The Other Side VillageNew Braunfels, TX-General Mission$80,000
Called to Serve FoundationProvo, UT-General Mission$50,000
Social and Environmental Entrepreneurs (see) Global ShieldCalabasas, CA-General Mission$50,000
The University of Arizona FoundationTucson, AZ-General Mission$50,000
University of ChicagoChicago, IL-General Mission$40,000
A CHILD'S HOPE FOUNDATIONProvo, UT-General Mission$35,000
The Institute of Engineering and TechnologySalt Lake City, UT-General Mission$24,874
East Bay Trinity Chinese ChurchSan Ramon, CA-General Mission$20,000
Utah State UniversityLogan, UT-General Mission$20,000
Tuttle Public SchoolTuttle, OK-General Mission$15,000
Culver Educational FoundationCulver, IN-General Mission$10,000
Mt Olivet United Methodist ChurchArlington, VA-General Mission$10,000
Muscular Dystrophy Association IncChicago, IL-General Mission$10,000
Music Theatre WestLogan, UT-General Mission$10,000
National Sports Center for the DisabledDenver, CO-General Mission$10,000
Rainbow NetworkSpringfield, MT-General Mission$10,000
Rise Up Industries IncSantee, CA-General Mission$10,000
The CrossingProvo, UT-General Mission$10,000
Zambia Scholarship FundBringham, UT-General Mission$10,000
Bridges to TomorrowDacula, GA-General Mission$9,500
Schwab CharitableOmaha, NE-General Mission$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event$16,135---
Total Events$16,135---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Remainder Trust$9,511,384
Annuities Payable$3,588,979
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an outside accounting firm and presented to the board and the finance committee for review and approval prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization has a written conflict of interest policy that requires officers, trustees, committee members and employees to disclose on an on-going basis potential conflicts between themselves, their family members and the organization. All potential conflicts are submitted to the board for review. In the event of a potential conflict, the conflicted party shall abstain from voting on the matter, and the conflict and its resolution shall be recorded in the minutes of the board meeting.”

Form 990, Part VI, Section B, Line 15

“Compensation of employees is set and approved by independent board members. Compensation is determined by review of compensation of similar positions at similar organizations.the process is documented in the board minutes. The independent board members form the compensation committee and evaluate executive performance against goals for the year and approve compensation based on performance.”

Form 990, Part VI, Section C, Line 19

“The organization's trust document and conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Legacy Global Foundation
EIN
37-1440662
Phone
6027041000
Address
4435 EAST HOLMES AVENUE, MESA, AZ 85206

Signing Officer

Name
Melodie Durfee Gatz
Title
President & CEO
Phone
6027041000
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melodie Gatz
Formed
2001
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
AMY A O'LOUGHLIN
Phone
6022646835
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2A:

“Legacy global foundation, inc has no employees. The organization leases employees from a payroll company on a direct reimbursement basis.”

FORM 990, PART XI, LINE 9:

“Change in annuities 107,664. Change in life insurance annuities 3,522. Change in split interest agreements/crut 981,139.”

Financial Statement Notes

PART V, LINE 4:

“For the purpose of promoting the arts (cultural, visual, & performing)”

Raw XML AppendixShowing 400 of 746 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0LEGACY PROVIDES FUNDING IN GRANTS, DISTRIBUTIONS, AND INVESTMENTS TO NONPROFIT ORGANIZATIONS, GOVERNMENT AGENCIES, EDUCATIONAL INSTITUTIONS, RELIGIOUS ORGANIZATIONS, FOREIGN NONPROFIT ORGANIZATIONS, AND QUALIFIED INDIVIDUALS. GRANTS AND DISTRIBUTIONS COVER A WIDE RANGE OF FOCUS AREAS INCLUDING ARTS, RELIGION, EDUCATION AND SCHOLARSHIPS, SOCIAL WELFARE, SCIENTIFIC RESEARCH, CULTURE AND HUMANITIES, HEALTH AND HUMAN SERVICES, ENVIRONMENT AND SPECIES PROTECTION, COMMUNITY DEVELOPMENT, ANIMAL WELFARE, JUSTICE AND PUBLIC SAFETY, COUNSELING, ADDICTION RECOVERY, GEOLOGICAL RESEARCH, TECHNOLOGY DEVELOPMENT, MEDICAL RESEARCH, MEDICAL ASSISTANCE, HUMANITARIAN RELIEF, COMMUNITY SERVICE, YOUTH PROGRAMS, PROMOTING INDIAN NATIONS AND FIRST NATIONS CULTURALLY AND ECONOMICALLY. GRANTS ARE MADE WITHIN THE UNITED STATES AND INTERNATIONALLY.
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IRS990/MissionDesc0LEGACY BLESSES THE WHOLE EARTH THROUGH INNOVATIVE, EFFECTIVE, ETHICAL, AND RESPONSIBLE CHARITABLE SERVICE AND SOLUTIONS. LEGACY EMPOWERS AND CREATES OPPORTUNITIES FOR STAKEHOLDERS. LEGACY CREATES WELL-BEING AND PROSPERITY BY INSPIRING THE TRANSFER OF VALUES ACROSS GENERATIONS. LEGACY DELIVERS THE PROMISE THAT YOU ARE BLESSED WHEN YOU BLESS OTHERS.
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IRS990/OtherAssetsTotalGrp/EOYAmt011020298
IRS990/OtherChangesInNetAssetsAmt01092325
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1PAYMENT PROCESSING AND
IRS990/OtherExpensesGrp/Desc2TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt0766245
IRS990/OtherExpensesGrp/ProgramServicesAmt124840
IRS990/OtherExpensesGrp/ProgramServicesAmt2-19
IRS990/OtherExpensesGrp/TotalAmt0766245
IRS990/OtherExpensesGrp/TotalAmt124840
IRS990/OtherExpensesGrp/TotalAmt2-19
IRS990/OtherLiabilitiesGrp/BOYAmt011213510
IRS990/OtherLiabilitiesGrp/EOYAmt013100363
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1REAL ESTATE INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0150420
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012825
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0150420
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112825
IRS990/OtherRevenueTotalAmt0163245
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0859071
IRS990/OtherSalariesAndWagesGrp/TotalAmt0859071
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04161093
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05947032
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt050000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MELODIE GATZ
IRS990/PriorPeriodAdjustmentsAmt01521428
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02380441
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02776204
IRS990/PYInvestmentIncomeAmt0442308
IRS990/PYOtherExpensesAmt01192943
IRS990/PYOtherRevenueAmt03270
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1774079
IRS990/PYSalariesCompEmpBnftPaidAmt0630951
IRS990/PYTotalExpensesAmt04600098
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02826019
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1711465
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt016000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01610700
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02024625
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2019 AMOUNT: $ 659. 2020 AMOUNT: $ 2,895. 2022 AMOUNT: $ 10,068. 2023 AMOUNT: $ 163,245.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04752785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013204407
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024033709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017114648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04268013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063373562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0294384
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-3347748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0244152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01212711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01289773
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0-306728
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0163245
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010068
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02895
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0659
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0176867
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82580
IRS990ScheduleA/PublicSupportPY170Pct00.66920
IRS990ScheduleA/PublicSupportTotal170Amt052505532
IRS990ScheduleA/SubstantialContributorsTotAmt010868030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04752785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013204407
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024033709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017114648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04268013
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063373562
IRS990ScheduleA/TotalSupportAmt063580288
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0336587
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0336587
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02061892
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02061892
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0208724199
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt031110
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt031110
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt031110
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt031110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt015555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt031110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt015555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015552
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt015555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt015671
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-119
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt04181811
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt03863798
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0347
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0218867001
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0570311
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt00
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt045
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt03873769
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06328
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt043057
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049385
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03588979
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19511384
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CHARITABLE REMAINDER TRUST
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE PURPOSE OF PROMOTING THE ARTS (CULTURAL, VISUAL, & PERFORMING)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02068220
IRS990ScheduleD/TotalBookValueSecuritiesAmt0208724199
IRS990ScheduleD/TotalLiabilityAmt013100363
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016135
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016135
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016135
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016135
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt035000
IRS990ScheduleI/RecipientTable/CashGrantAmt11225026
IRS990ScheduleI/RecipientTable/CashGrantAmt29500
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt6100000
IRS990ScheduleI/RecipientTable/CashGrantAmt7612000
IRS990ScheduleI/RecipientTable/CashGrantAmt8489369
IRS990ScheduleI/RecipientTable/CashGrantAmt998762
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1310000
IRS990ScheduleI/RecipientTable/CashGrantAmt1410000
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt166000
IRS990ScheduleI/RecipientTable/CashGrantAmt1750000
IRS990ScheduleI/RecipientTable/CashGrantAmt18187277
IRS990ScheduleI/RecipientTable/CashGrantAmt1910000
IRS990ScheduleI/RecipientTable/CashGrantAmt2024874
IRS990ScheduleI/RecipientTable/CashGrantAmt2180000
IRS990ScheduleI/RecipientTable/CashGrantAmt2250000
IRS990ScheduleI/RecipientTable/CashGrantAmt23500000
IRS990ScheduleI/RecipientTable/CashGrantAmt2415000
IRS990ScheduleI/RecipientTable/CashGrantAmt2540000
IRS990ScheduleI/RecipientTable/CashGrantAmt26150000
IRS990ScheduleI/RecipientTable/CashGrantAmt2720000
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt140
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt160
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt170
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt180
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt190
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt200
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt210
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt220
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt230
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt240
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt260
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt270
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt280
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL MISSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL MISSION

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,610,654
Liabilities
$13,131,222
Net assets
$247,479,432
Revenue
$5,210,414
Expenses
$6,921,879
Net income
-$1,711,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$267$14.3$252$17.6$9.47$8.18
2023Detailed filing. Detailed filing data is available for this year.$261$13.1$247$5.21$6.92$1.71
2021Detailed filing. Detailed filing data is available for this year.$90.5$16.8$73.7$30.9$23.2$7.77
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.1$12.5$65.6$17.6$4.08$13.5
2019Detailed filing. Detailed filing data is available for this year.$62.0$13.1$48.8$6.10$2.63$3.47
2018Detailed filing. Detailed filing data is available for this year.$50.5$7.40$43.1$1.37$2.31$0.94
2017Detailed filing. Detailed filing data is available for this year.$58.0$13.1$45.0$27.9$0.92$26.9
2016Detailed filing. Detailed filing data is available for this year.$31.6$12.7$18.9$4.99$2.48$2.51
2015Detailed filing. Detailed filing data is available for this year.$39.6$12.2$27.3$5.90$2.23$3.67
2014Detailed filing. Detailed filing data is available for this year.$38.7$14.9$23.9$3.39$1.10$2.29