Civic Intelligence

R Legacy Foundation

990PF • Fiscal year 2022 • EIN 81-2742274

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

17th percentile

-33%

Higher net margin than 17% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

34th percentile

-7.7%

Faster asset growth than 34% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

46th percentile

2.4%

Faster revenue growth than 46% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$206,386

Down $17,202 (-7.7%) from 2021

Net Assets

Down

$206,386

Down $17,202 (-7.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

Up

$51,660

Up $1,234 (+2.4%) from 2021

Expenses

Up

$68,862

Up $63,292 (+1136%) from 2021

Net Income

Down

-$17,202

Down $62,058 (-138%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$300K$200K$100K$0Assets 2017: $52,494Liabilities 2017: $0Net Assets 2017: $52,4942017Assets 2018: $88,066Liabilities 2018: $0Net Assets 2018: $88,0662018Assets 2019: $133,459Liabilities 2019: $0Net Assets 2019: $133,4592019Assets 2020: $178,732Liabilities 2020: $0Net Assets 2020: $178,7322020Assets 2021: $223,588Liabilities 2021: $0Net Assets 2021: $223,5882021Assets 2022: $206,386Liabilities 2022: $0Net Assets 2022: $206,3862022Assets 2023: $183,371Liabilities 2023: $0Net Assets 2023: $183,3712023Assets 2024: $182,766Liabilities 2024: $0Net Assets 2024: $182,7662024

Highlighted filing

2022

Assets$206,386
Liabilities$0
Net Assets$206,386
Open 2022 Filing

Operations Trend

Revenue Growth46th percentile

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

$100K$50K$0-$50KRevenue 2017: $39Expenses 2017: $10,525Net Income 2017: -$10,4862017Revenue 2018: $40,098Expenses 2018: $4,526Net Income 2018: $35,5722018Revenue 2019: $51,270Expenses 2019: $5,877Net Income 2019: $45,3932019Revenue 2020: $50,798Expenses 2020: $5,525Net Income 2020: $45,2732020Revenue 2021: $50,426Expenses 2021: $5,570Net Income 2021: $44,8562021Revenue 2022: $51,660Expenses 2022: $68,862Net Income 2022: -$17,2022022Revenue 2023: $54,635Expenses 2023: $77,650Net Income 2023: -$23,0152023Revenue 2024: $84,226Expenses 2024: $84,831Net Income 2024: -$6052024

Highlighted filing

2022

Revenue$51,660
Expenses$68,862
Net Income-$17,202
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John RodgersDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
R Legacy Foundation
EIN
81-2742274
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
John Rodgers
Title
President
Phone
8008391754
Signed
2023-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix284 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.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DISCOVER BK CD - 3.550% - 03/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GOLDMAN SACHS BK USACD - 1.200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2SANTANDER BK NATL ASSN CD - 3.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04993
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15952
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt510947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt719837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BERKSHIRE HATHAWAY INC. CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD ST BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VANGUARD TOTAL INTERNATIONAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD TOTAL INTL BD IDX ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD TOTAL STOCK MARKET ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8WISDOMTREE EMERGING MARKETS EQ
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt010000
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt09975
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0882
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0778
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01660
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01660
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt062000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0882
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0882
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-17202
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0778
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0778
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01660
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06862
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt068862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt051660
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06862
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt028000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-17202
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0206386
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0223588
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0206386
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010874
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010874
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010874
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010897
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt023
IRS990PF/DistributableAmountGrp/TotalTaxAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt059
IRS990PF/FMVAssetsEOYAmt0210986
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt016000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011862
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt051208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt055902
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0223588
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0206386
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0211726
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0129178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0129178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0223588
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0206386
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0210986
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0223588
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0206386
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0223588
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0206386
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09975
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0221254
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0170234
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt051020
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03319
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010897
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0217935
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0221254
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John Rodgers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Pres, Sec, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt068862
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt068862
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0John Rodgers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt044000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Refugee Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Refugee programs, including travel to refugee settlements
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PULPIT ROCK CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PULPIT ROCK CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PULPIT ROCK CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 AUSTIN BLUFFS PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1301 AUSTIN BLUFFS PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2301 AUSTIN BLUFFS PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLORADO SPGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLORADO SPGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLORADO SPGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280918
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010874
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01365
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01781
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061134
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01781
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068862
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057988
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt068861
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010873
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Rodgers John
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02727 N Cascade Avenue Suite 127
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Colorado Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080907
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $62,000. This amount represents 25% or more of the Foundation's net assets of $230,475 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06837
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN RODGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R Legacy Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RLEG
ReturnHeader/Filer/EIN0812742274
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02023-05-05T13:55:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODGERS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,386
Liabilities
$0
Net assets
$206,386
Revenue
$51,660
Expenses
$68,862
Net income
-$17,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.84$0.85$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.55$0.78$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.52$0.69$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.50$0.06$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.51$0.06$0.45
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.51$0.06$0.45
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.40$0.05$0.36
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.00$0.11$0.10