LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION DAF sponsor
Cite this
Plain text LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/legacy-endowment-the-community-foundation-330620685. Retrieved 2026-10-30.
APA furp.org. (n.d.). LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 30, 2026, from https://furp.org/org/legacy-endowment-the-community-foundation-330620685
MLA “LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION.” furp.org, tax years 2012–2024, https://furp.org/org/legacy-endowment-the-community-foundation-330620685. Accessed 30 Oct. 2026.
Retrieved 2026-10-30; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $1.2M · expenses $1.1M · assets $17.6M
- Also known as
- THE COMMUNITY FOUNDATION
- EIN
- 33-0620685
- Address
- 5256 S MISSION RD STE 1210, BONSALL, CA 92003-3624
- Website
- LEGACYENDOWMENT.ORG
- NTEE code
- T31
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- April 1995 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO ENHANCE AND PRESERVE A HIGHER QUALITY OF LIFE FOR COMMUNITIES BY FACILITATING PHILANTHROPY FOR FAMILIES, INDIVDUALS AND NONPROFITS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 22 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
22 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Rachel Mason | PAST PRESIDE | 2018-2024 | 2 | $0 reported | 1 |
| Wallace Tucker | DIRECTOR | 2020-2024 | 2 | $0 reported | 1 |
| Roy Moosa | PRESIDENT | 2020-2024 | 4 | $0 reported | 1 |
| Laura Holck | TREASURER | 2020-2024 | 2 | $0 reported | 1 |
| Matthew Obermueller | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Michael Dunlap | VICE PRESIDE | 2021-2024 | 1 | $0 reported | 1 |
| Howard Salmon | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| Laurene Sooper | SECRETARY | 2023-2024 | 1 | $0 reported | 1 |
| Susan Woodward | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Marianne Nolte (former) | SECRETARY | 2020-2021 | 1 | $0 reported | 2 |
| Peter Fellios (former) | TREASURER | 2012-2020 | 1 | $0 reported | 1 |
| Mark Hvasta (former) | PRESIDENT | 2012-2020 | 4 | $0 reported | 1 |
| Chris Murphy (former) | DIRECTOR | 2020 | 1 | $0 reported | 1 |
| Marc Sigmon (former) | SECRETARY | 2017-2018 | 1 | $0 reported | 2 |
| Kimberly Murray (former) | DIRECTOR | 2018 | 0 | $0 reported | 1 |
| Ken Finster (former) | SECRETARY | 2012-2017 | 1 | $0 reported | 2 |
| Brian Hobbs (former) | DIRECTOR | 2012-2017 | Not reported | $0 reported | 1 |
| Karen Estes (former) | SECRETARY | 2012 | 2 | $0 reported | 1 |
| Bill Lewis (former) | 2012 | 1 | $0 reported | 1 | |
| Kathe Kline (former) | 2012 | 1 | $0 reported | 1 | |
| Andrea Gilbert (former) | 2012 | 1 | $0 reported | 1 | |
| Wende Oliverio (former) | 2012 | 1 | $0 reported | 1 |
People by year
2024 · 9 people listed · none paid · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RACHEL MASON | PAST PRESIDE | 2 | $0 | $0 | $0 | $0 | 1 |
| WALLACE TUCKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROY MOOSA | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| LAURA HOLCK | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW OBERMUELLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DUNLAP | VICE PRESIDE | 1 | $0 | $0 | $0 | $0 | 1 |
| HOWARD SALMON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LAURENE SOOPER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN WOODWARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 9 people listed · none paid · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RACHEL MASON | PAST PRESIDE | 2 | $0 | $0 | $0 | $0 | 1 |
| WALLACE TUCKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROY MOOSA | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| LAURA HOLCK | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW OBERMUELLER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DUNLAP | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 1 |
| HOWARD SALMON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LAURENE SOOPER | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN WOODWARD | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 7 people listed · none paid · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL DUNLAP | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LAURA HOLCK | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| RACHEL MASON | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| ROY MOOSA | VICE PRESIDE | 2 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW OBERMUELLER | TREASURER/DI | 2 | $0 | $0 | $0 | $0 | 1 |
| HOWARD SALMON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| WALLACE TUCKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 7 people listed · none paid · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL DUNLAP | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LAURA HOLCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL MASON | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| ROY MOOSA | VICE PRESIDE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIANNE NOLTE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW OBERMUELLER | TREASURER/DI | 1 | $0 | $0 | $0 | $0 | 1 |
| WALLACE TUCKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 9 people listed · none paid · 2 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER FELLIOS | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| LAURA HOLCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK HVASTA | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| RACHEL MASON | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROY MOOSA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS MURPHY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIANNE NOLTE | SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW OBERMUELLER | TREASURER/DI | 1 | $0 | $0 | $0 | $0 | 1 |
| WALLACE TUCKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 5 people listed · none paid · 2 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK HVASTA | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER FELLIOS | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARC SIGMON | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| RACHEL MASON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KIMBERLY MURRAY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 5 people listed · none paid · 2 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK HVASTA | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER FELLIOS | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| KEN FINSTER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN HOBBS | DIRECTOR | - | $0 | $0 | $0 | $0 | 1 |
| MARC SIGMON | DIRECTOR | - | $0 | $0 | $0 | $0 | 2 |
2016 · 4 people listed · none paid · 1 employee · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK HVASTA | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER FELLIOS | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| KEN FINSTER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN HOBBS | BOARD MEMBER | - | $0 | $0 | $0 | $0 | 1 |
2012 · 9 people listed · none paid · 3 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK HVASTA | PRESIDENT | 8 | $0 | $0 | $0 | $0 | 1 |
| KAREN ESTES | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| PETER FELLIOS | TREASURER | 6 | $0 | $0 | $0 | $0 | 1 |
| BILL LEWIS | 1 | $0 | $0 | $0 | $0 | 1 | |
| BRIAN HOBBS | 1 | $0 | $0 | $0 | $0 | 1 | |
| KATHE KLINE | 1 | $0 | $0 | $0 | $0 | 1 | |
| KEN FINSTER | 1 | $0 | $0 | $0 | $0 | 2 | |
| ANDREA GILBERT | 1 | $0 | $0 | $0 | $0 | 1 | |
| WENDE OLIVERIO | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 26 grants to organizations · $704K
Listed grants add up to $704,144; the return's “grants paid” expense line says $770,493. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 24 grants to organizations · $869K
Listed grants add up to $868,929; the return's “grants paid” expense line says $938,486. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 26 grants to organizations · $553K
Listed grants add up to $552,522; the return's “grants paid” expense line says $591,735. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 22 grants to organizations · $615K
Listed grants add up to $615,280; the return's “grants paid” expense line says $657,589. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 21 grants to organizations · $375K
Listed grants add up to $374,580; the return's “grants paid” expense line says $423,941. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 14 grants to organizations · $372K
Listed grants add up to $372,257; the return's “grants paid” expense line says $408,530. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 15 grants to organizations · $290K
Listed grants add up to $289,747; the return's “grants paid” expense line says $307,734. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 12 grants to organizations · $217K
Listed grants add up to $217,238; the return's “grants paid” expense line says $244,927. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 10 grants to organizations · $265K
Listed grants add up to $265,436; the return's “grants paid” expense line says $290,376. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $1,173,482 | $1,087,230 | $17,610,126 | $13,937,057 | $43,690 | $0 | - | 2 | - |
| 2023 · Form 990 | ||||||||
| $906,407 | $1,236,652 | $14,108,589 | $13,142,588 | $228,169 | $0 | - | 2 | - |
| 2022 · Form 990 | ||||||||
| $1,027,216 | $895,005 | $13,375,044 | $12,121,769 | $679,214 | $0 | - | 2 | - |
| 2021 · Form 990 | ||||||||
| $668,884 | $856,417 | $13,007,893 | $12,401,977 | $172,044 | $0 | - | 2 | - |
| 2020 · Form 990 | ||||||||
| $428,733 | $654,883 | $14,824,762 | $12,812,331 | $45,025 | $0 | - | 2 | - |
| 2018 · Form 990 | ||||||||
| $767,275 | $561,804 | $12,570,742 | $9,823,476 | $659,377 | $0 | - | 2 | 16 |
| 2017 · Form 990 | ||||||||
| $444,069 | $445,031 | $11,988,896 | $9,094,973 | $7,595 | $0 | - | 2 | 16 |
| 2016 · Form 990 | ||||||||
| $706,291 | $372,303 | $11,376,179 | $8,696,426 | $2,000 | $0 | - | 1 | 16 |
| 2012 · Form 990 | ||||||||
| $1,139,586 | $447,500 | $10,440,348 | $10,432,331 | $199,560 | $0 | - | 3 | 9 |
Funders of this organization
5 grantors reported grants to this organization, $87,396 in all, tax years 2010 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | DAF sponsor | Exact | 2010, 2013 | 2 | $81,000 | 2013 | $60,000 | show |
| AMERICAN ENDOWMENT FOUNDATION | DAF sponsor | Exact | 2022 | 1 | $5,000 | 2022 | $5,000 | show |
| NAMES FAMILY FOUNDATION | Private foundation | Fuzzy filed as “LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION” | 2022 | 1 | $875 | 2022 | $875 | show |
| PFIZER FOUNDATION INC | Private foundation | Fuzzy filed as “LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION” | 2021 | 1 | $500 | 2021 | $500 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION” | 2022-2023 | 2 | $21 | 2023 | $16 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SOLANO COMMUNITY FOUNDATION | CA | T31 | $1,526,613 | $1,206,712 | CEO | $98,404 | Same NTEE code T31, revenue within 2x, same state, similar name |
| COMMUNITY FOUNDATION OF NEVADA COUNTY | CA | T31 | $642,539 | $203,363 | Vce-Chair | $0 | Same NTEE code T31, revenue within 2x, same state, similar mission |
| SAVUSAVU COMMUNITY FOUNDATION | CA | T31 | $919,581 | $1,231,351 | Chairman | $0 | Same NTEE code T31, revenue within 2x, same state, similar name |
| ELK GROVE COMMUNITY FOUNDATION | CA | T31 | $723,432 | $559,118 | PRESIDENT | $0 | Same NTEE code T31, revenue within 2x, same state, similar name |
| CROCKETT COMMUNITY FOUNDATION | CA | T31 | $746,528 | $576,119 | CHAIRPERSON | $0 | Same NTEE code T31, revenue within 2x, same state, similar name |
| KINECTA COMMUNITY FOUNDATION | CA | T31 | $663,386 | $609,030 | PRESIDENT | $0 | Same NTEE code T31, revenue within 2x, same state, similar name |
| 5-CITIES COMMUNITY SERVICE FOUNDATION | CA | T31 | $602,721 | $402,277 | Treasurer | $0 | Same NTEE code T31, revenue within 2x, same state |
| SAN FRANCISCO POLICE COMMUNITY FOUNDATION | CA | T31 | $1,243,081 | $91,832 | CEO | $23,333 | Same NTEE code T31, revenue within 2x, same state |
| OJAI VALLEY COMMUNITY HOSPITAL FOUNDATION | CA | T31 | $1,499,815 | $1,350,770 | EXECUTIVE DIRECTOR | $108,536 | Same NTEE code T31, revenue within 2x, same state |
| MOUNTAINS COMMUNITY HOSPITAL FOUNDATION | CA | T31 | $1,115,303 | $252,039 | PRESIDENT | $0 | Same NTEE code T31, revenue within 2x, same state |
| SAN MATEO-FOSTER CITY COMMUNITY EDUCATION FOUNDATION | CA | T31 | $937,975 | $749,724 | DIRECTOR/INTERIM ED (PART-YEAR) | $25,400 | Same NTEE code T31, revenue within 2x, same state |
| HOPE FOUNDATION OF IRANIAN- AMERICAN JEWISH COMMUNITIES INC | CA | T31 | $2,160,001 | $1,484,820 | CEO | $0 | Same NTEE code T31, revenue within 2x, same state |
| DELTA COLLEGE FOUNDATION | CA | T31 | $1,491,316 | $1,426,108 | Secretary/ Exective Director | $208,994 | Same NTEE code T31, revenue within 2x, same state |
| REDWOOD CREDIT UNION COMMUNITY FUND INC | CA | T31 | $1,359,154 | $851,733 | PRESIDENT | $0 | Same NTEE code T31, revenue within 2x, same state |
| YOUTH 2 LEADERS EDUCATION FOUNDATION | CA | T31 | $2,251,027 | $2,190,894 | DIRECTOR | $0 | Same NTEE code T31, revenue within 2x, same state |
| STREAMS IN THE DESERT FOUNDATION INC | CA | T31 | $1,545,252 | $1,693,381 | Board Member | $0 | Same NTEE code T31, revenue within 2x, same state |
| ROTARY CLUB OF SAN DIEGO FOUNDATION INC | CA | T31 | $711,459 | $406,062 | Executive Dir. | $154,913 | Same NTEE code T31, revenue within 2x, same state |
| FLICKR CHARITABLE FOUNDATION | CA | T31 | $747,601 | $674,305 | EXECUTIVE DIRECTOR | $169,922 | Same NTEE code T31, revenue within 2x, same state |
| SAN DIEGO POLICE OFFICERS ASSOCIATION FOUNDATION | CA | T31 | $1,292,447 | $1,558,218 | President | $23,438 | Same NTEE code T31, revenue within 2x, same state |
| SANDPIPERS PHILANTHROPY FUND INC | CA | T31 | $1,084,737 | $1,180,253 | CO-PRESIDENT | $0 | Same NTEE code T31, revenue within 2x, same state |
| WOMENS FUND OF SANTA BARBARA | CA | T31 | $1,492,078 | $1,370,638 | CHAIR | $0 | Same NTEE code T31, revenue within 2x, same state |
| KOREAN AMERICAN FOUNDATION | CA | T31 | $1,049,886 | $451,584 | SECRETARY | $0 | Same NTEE code T31, revenue within 2x, same state |
| LITTLE LEAGUE BASEBALL INC | CA | T31 | $897,349 | $591,167 | Trustee | $0 | Same NTEE code T31, revenue within 2x, same state |
| THE LAREDO AREA COMMUNITY FOUNDATION | TX | T31 | $1,686,911 | $1,119,859 | Operations Manager | $51,075 | Same NTEE code T31, revenue within 2x, similar name |
| COMMUNITY FOUNDATION FOR THE TWIN TIERS | PA | T31 | $1,396,769 | $667,430 | CHAIRMAN | $0 | Same NTEE code T31, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $1,087,230 spent · pay $108,035 · grants $770,493 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $770,493 | $770,493 | - | - | 70.9% | |
| Other salaries and wages | $99,751 | $3,990 | $91,771 | $3,990 | 9.2% | |
| Fees: investment management | $99,463 | $99,463 | - | - | 9.1% | |
| Fees: accounting | $63,999 | $2,560 | $58,879 | $2,560 | 5.9% | |
| Advertising and promotion | $17,832 | $3,567 | $10,699 | $3,566 | 1.6% | |
| Office expenses | $15,518 | $4,825 | $8,784 | $1,909 | 1.4% | |
| Payroll taxes | $8,284 | $331 | $7,622 | $331 | 0.8% | |
| Occupancy | $8,250 | $330 | $7,590 | $330 | 0.8% | |
| Insurance | $3,187 | $272 | $2,754 | $161 | 0.3% | |
| Depreciation and depletion | $239 | $239 | - | - | 0.0% | |
| Interest | $130 | $5 | $120 | $5 | 0.0% | |
| Travel | $84 | - | $84 | - | 0.0% | |
| Total | $1,087,230 | 100% |
2023 · Form 990 · $1,236,652 spent · pay $127,579 · grants $938,486 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $906,936 | $906,936 | - | - | 73.3% | |
| Other salaries and wages | $118,256 | $4,730 | $108,796 | $4,730 | 9.6% | |
| Fees: investment management | $83,937 | $83,937 | - | - | 6.8% | |
| Fees: accounting | $56,322 | $2,253 | $51,816 | $2,253 | 4.6% | |
| Grants to US individuals | $31,550 | $31,550 | - | - | 2.6% | |
| Office expenses | $11,151 | $3,405 | $6,567 | $1,179 | 0.9% | |
| Occupancy | $10,300 | $412 | $9,476 | $412 | 0.8% | |
| Payroll taxes | $9,323 | $373 | $8,577 | $373 | 0.8% | |
| Advertising and promotion | $8,168 | $1,633 | $4,901 | $1,634 | 0.7% | |
| Insurance | $604 | $182 | $362 | $60 | 0.0% | |
| Interest | $105 | - | $105 | - | 0.0% | |
| Total | $1,236,652 | 100% |
2022 · Form 990 · $895,005 spent · pay $128,024 · grants $591,735 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $591,510 | $591,510 | - | - | 66.1% | |
| Other salaries and wages | $118,419 | $59,209 | $53,289 | $5,921 | 13.2% | |
| Fees: investment management | $76,050 | - | $76,050 | - | 8.5% | |
| Fees: accounting | $39,148 | $11,744 | $23,489 | $3,915 | 4.4% | |
| Office expenses | $20,661 | $6,782 | $10,494 | $3,385 | 2.3% | |
| Other (as described) | DONOR RELATIONS | $16,174 | $6,470 | $9,704 | - | 1.8% |
| Payroll taxes | $9,605 | $4,803 | $4,322 | $480 | 1.1% | |
| Occupancy | $9,000 | $2,700 | $5,400 | $900 | 1.0% | |
| All other expenses | $3,770 | $922 | $2,288 | $560 | 0.4% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $3,611 | - | $3,611 | - | 0.4% |
| Insurance | $3,169 | $950 | $1,902 | $317 | 0.4% | |
| Other (as described) | PAYROLL PROCESSING | $2,022 | - | $2,022 | - | 0.2% |
| Other (as described) | COMPUTER EXPENSE | $1,546 | - | $1,546 | - | 0.2% |
| Grants to US individuals | $225 | $225 | - | - | 0.0% | |
| Interest | $95 | - | $95 | - | 0.0% | |
| Total | $895,005 | 100% |
2021 · Form 990 · $856,417 spent · pay $105,136 · grants $657,589 · events $4,343
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $657,589 | $657,589 | - | - | 76.8% | |
| Other salaries and wages | $96,818 | $48,409 | $43,568 | $4,841 | 11.3% | |
| Fees: accounting | $29,031 | $8,709 | $17,419 | $2,903 | 3.4% | |
| Other (as described) | DONOR RELATIONS | $16,611 | $6,644 | $9,967 | - | 1.9% |
| Advertising and promotion | $15,259 | $3,052 | $9,155 | $3,052 | 1.8% | |
| Office expenses | $10,242 | $4,885 | $4,254 | $1,103 | 1.2% | |
| Occupancy | $9,000 | $2,700 | $5,400 | $900 | 1.1% | |
| Payroll taxes | $8,318 | $4,159 | $3,743 | $416 | 1.0% | |
| Other (as described) Event | EVENTS | $4,343 | $1,303 | $1,520 | $1,520 | 0.5% |
| Insurance | $3,107 | $931 | $1,865 | $311 | 0.4% | |
| Other (as described) | WEBSITE & INTERNET | $2,215 | $553 | $1,108 | $554 | 0.3% |
| All other expenses | $2,007 | $552 | $1,019 | $436 | 0.2% | |
| Other (as described) | CONSULTING | $1,143 | $457 | $686 | - | 0.1% |
| Travel | $734 | $183 | $367 | $184 | 0.1% | |
| Total | $856,417 | 100% |
2020 · Form 990 · $654,883 spent · pay $87,886 · grants $423,941 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $423,941 | $423,941 | - | - | 64.7% | |
| Other salaries and wages | $80,834 | $40,417 | $40,417 | - | 12.3% | |
| Fees: investment management | $57,585 | - | $57,585 | - | 8.8% | |
| Other (as described) | MISCELLANEOUS | $27,737 | - | $27,737 | - | 4.2% |
| Fees: accounting | $25,595 | - | $25,595 | - | 3.9% | |
| Occupancy | $10,500 | - | $10,500 | - | 1.6% | |
| Payroll taxes | $7,052 | $3,526 | $3,526 | - | 1.1% | |
| Other (as described) | DONOR RELATIONS | $5,590 | - | $5,590 | - | 0.9% |
| All other expenses | $3,639 | - | $3,639 | - | 0.6% | |
| Other (as described) | UTILITIES | $3,224 | - | $3,224 | - | 0.5% |
| Insurance | $2,942 | $511 | $2,431 | - | 0.4% | |
| Advertising and promotion | $2,337 | - | $2,337 | - | 0.4% | |
| Office expenses | $2,034 | $985 | $1,049 | - | 0.3% | |
| Other (as described) | COMPUTER EXPENSE | $1,873 | - | $1,873 | - | 0.3% |
| Total | $654,883 | 100% |
2018 · Form 990 · $561,804 spent · pay $50,605 · grants $408,530 · events $891
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $408,530 | $408,530 | - | - | 72.7% | |
| Fees: investment management | $54,753 | - | $54,753 | - | 9.7% | |
| Other salaries and wages | $46,606 | - | $46,606 | - | 8.3% | |
| Fees: accounting | $15,234 | - | $15,234 | - | 2.7% | |
| Occupancy | $9,000 | - | $9,000 | - | 1.6% | |
| All other expenses | $4,133 | - | $4,133 | - | 0.7% | |
| Payroll taxes | $3,999 | - | $3,999 | - | 0.7% | |
| Insurance | $3,678 | - | $3,678 | - | 0.7% | |
| Other (as described) | COMPUTER EXPENSE | $3,377 | - | $3,377 | - | 0.6% |
| Advertising and promotion | $3,140 | - | $3,140 | - | 0.6% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $2,850 | - | $2,850 | - | 0.5% |
| Other (as described) | DONOR RELATIONS | $2,199 | - | $2,199 | - | 0.4% |
| Office expenses | $1,878 | - | $1,878 | - | 0.3% | |
| Other (as described) | PAYROLL PROCESSING | $1,468 | - | $1,468 | - | 0.3% |
| Conferences, conventions and meetings | $891 | - | $891 | - | 0.2% | |
| Fees: legal | $68 | - | $68 | - | 0.0% | |
| Total | $561,804 | 100% |
2017 · Form 990 · $445,031 spent · pay $43,861 · grants $307,734 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $307,734 | $307,734 | - | - | 69.1% | |
| Fees: investment management | $50,575 | - | $50,575 | - | 11.4% | |
| Other salaries and wages | $39,938 | - | $39,938 | - | 9.0% | |
| Fees: accounting | $11,209 | - | $11,209 | - | 2.5% | |
| Occupancy | $9,000 | - | $9,000 | - | 2.0% | |
| Insurance | $4,372 | - | $4,372 | - | 1.0% | |
| Fees: legal | $4,118 | - | $4,118 | - | 0.9% | |
| Payroll taxes | $3,923 | - | $3,923 | - | 0.9% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $3,460 | - | $3,460 | - | 0.8% |
| All other expenses | $3,377 | - | $3,377 | - | 0.8% | |
| Other (as described) | DONOR RELATIONS | $1,763 | - | $1,763 | - | 0.4% |
| Advertising and promotion | $1,444 | - | $1,444 | - | 0.3% | |
| Other (as described) | INTERNET SERVICE | $1,437 | - | $1,437 | - | 0.3% |
| Other (as described) | PAYROLL PROCESSING | $1,284 | - | $1,284 | - | 0.3% |
| Office expenses | $1,231 | - | $1,231 | - | 0.3% | |
| Travel | $166 | - | $166 | - | 0.0% | |
| Total | $445,031 | 100% |
2016 · Form 990 · $372,303 spent · pay $27,105 · grants $244,927 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $244,927 | $244,927 | - | - | 65.8% | |
| Fees: investment management | $49,403 | - | $49,403 | - | 13.3% | |
| Other salaries and wages | $24,776 | - | $24,776 | - | 6.7% | |
| Fees: accounting | $21,824 | - | $21,824 | - | 5.9% | |
| Occupancy | $10,752 | - | $10,752 | - | 2.9% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $3,103 | - | $3,103 | - | 0.8% |
| Insurance | $3,042 | - | $3,042 | - | 0.8% | |
| All other expenses | $2,670 | - | $2,670 | - | 0.7% | |
| Fees: legal | $2,501 | - | $2,501 | - | 0.7% | |
| Payroll taxes | $2,329 | - | $2,329 | - | 0.6% | |
| Advertising and promotion | $1,864 | - | $1,864 | - | 0.5% | |
| Other (as described) | INTERNET SERVICE | $1,397 | - | $1,397 | - | 0.4% |
| Other (as described) | PAYROLL PROCESSING | $1,291 | - | $1,291 | - | 0.3% |
| Office expenses | $1,243 | - | $1,243 | - | 0.3% | |
| Other (as described) | TELEPHONE | $1,181 | - | $1,181 | - | 0.3% |
| Total | $372,303 | 100% |
2012 · Form 990 · $447,500 spent · pay $69,531 · grants $290,376 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $290,376 | $290,376 | - | - | 64.9% | |
| Other salaries and wages | $62,945 | - | $62,945 | - | 14.1% | |
| Fees: investment management | $21,247 | - | $21,247 | - | 4.7% | |
| Occupancy | $19,251 | - | $19,251 | - | 4.3% | |
| Fees: accounting | $14,939 | - | $14,939 | - | 3.3% | |
| Fees: legal | $11,650 | - | $11,650 | - | 2.6% | |
| Other (as described) | LICENCES & FEES | $7,416 | - | $7,416 | - | 1.7% |
| Payroll taxes | $6,586 | - | $6,586 | - | 1.5% | |
| Insurance | $4,609 | - | $4,609 | - | 1.0% | |
| Office expenses | $2,499 | - | $2,499 | - | 0.6% | |
| All other expenses | $1,835 | - | $1,719 | $116 | 0.4% | |
| Other (as described) | STAFF DEVELOPMENT | $1,598 | - | $1,598 | - | 0.4% |
| Other (as described) | PAYROLL PROCESSING | $1,449 | - | $1,449 | - | 0.3% |
| Other (as described) | EQUIPMENT RENTAL | $1,100 | - | $1,100 | - | 0.2% |
| Total | $447,500 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| Yes | - | - | $13,000 | - | - | - | - | - |
| 2023 · Form 990 | ||||||||
| Yes | - | $10,000 | $1,700 | - | - | - | - | - |
| 2022 · Form 990 | ||||||||
| Yes | 1 | - | $4,000 | - | - | - | - | - |
| 2021 · Form 990 | ||||||||
| Yes | - | - | - | - | - | - | - | - |
| 2020 · Form 990 | ||||||||
| Yes | - | - | $3,000 | - | - | - | - | - |
| 2018 · Form 990 | ||||||||
| Yes | 21 | $411,658 | $704,123 | $2,708,872 | - | - | - | - |
| 2017 · Form 990 | ||||||||
| Yes | 17 | $107,373 | $105,510 | $2,889,457 | - | - | - | - |
| 2016 · Form 990 | ||||||||
| Yes | 17 | $51,948 | $74,357 | $2,658,174 | - | - | - | - |
| 2012 · Form 990 | ||||||||
| Yes | 10 | $192,989 | $44,000 | $1,098,954 | - | - | - | - |
Comments