2023-11-12T17:48:31-06:00 2022-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2022-01-01 010972999 LEGACY CONNECTIONS LEGA 6265773146 1001 ROSE BOWL DRIVE PASADENA CA 91103 MICKEY SEGAL PRESIDENT 6265773146 2023-11-08 1 MICKEY SEGAL 999009999 0 CATHERINE L GRAY CPA P01294460 9094664410 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROSE BOWL LEGACY FOUNDATION MICKEY SEGAL 1001 ROSE BOWL DRIVE PASADENA CA 91103 3541851 0 X WWW.ROSEBOWLSTADIUM.COM/LEGACY X 2010 CA COMMITTED TO STRENGTHENING THE GLOBAL STATURE OF AMERICA'S STADIUM (THE ROSE BOWL STADIUM). 21 21 0 100 0 0 3750293 2608244 0 0 655 1101 0 -604517 3750948 2004828 700000 0 0 0 0 0 0 0 804587 1755070 2804344 2455070 2804344 1295878 -799516 10214939 8976743 1680340 1256358 8534599 7720385 X THE MISSION OF THE ROSE BOWL LEGACY FOUNDATION (LEGACY CONNECTIONS) IS TO PRESERVE, PROTECT AND ENHANCE THE ROSE BOWL STADIUM'S FUTURE WITHIN THE ARROYO SECO BY PROVIDING PRIVATE FUNDING IN SUPPORT OF IMPROVEMENTS WITHIN THE VENUE AND ITS SURROUNDING AREAS THROUGH EDUCATIONAL, COMMUNITY, AND CAPITAL IMPROVEMENT INITIATIVES. 0 0 1470730 THE ROSE BOWL LEGACY FOUNDATION (LEGACY CONNECTIONS) IS COMMITTED TO CONTINUING AND STRENGTHENING THE GLOBAL STATURE OF AMERICA'S STADIUM (THE ROSE BOWL STADIUM) AND THE BEAUTIFUL BACKDROP OF THE CENTRAL ARROYO SECO BY PROVIDING INNOVATIVE AND CREATIVE PROGRAMMING THAT BENEFITS THE LOCAL, NATIONAL AND INTERNATIONAL COMMUNITIES. THROUGH PHILANTHROPIC OUTREACH, AND AN ONGOING EFFORT TO RAISE NEW FUNDS IN CELEBRATION OF THE UPCOMING CENTENNIAL BIRTHDAY OF THE VENUE, THE LONG-TERM DEVELOPMENTS OF LEGACY WILL MODERNIZE FACILITY OPERATIONS, PROGRAMMING AND AMENITIES, WHILE IMPROVING PUBLIC SAFETY AND ACCESS FOR FUTURE GENERATIONS OF ATHLETES, FANS AND VIEWERS IN ONE OF THE WORLD'S MOST UNIQUE AND ACTIVE ENTERTAINMENT SPACES. THE ROSE BOWL INSTITUTE IS AN EDUCATIONAL BASED PROGRAM SERVICE LAUNCHED IN 2019. THE INSTITUTE'S PRIMARY FUNCTION IS TO HOST COMMUNITY BASED PROGRAMS ROOTED IN SPORTS VALUES SUCH AS SPORTSMANSHIP, TEAMWORK, ETHICS, CONFIDENCE, AND CHARACTER BASED SKILLS TO IMPACT YOUTH. IT HAS DONE SO THROUGH ITS WOMEN'S EMPOWERMENT SYMPOSIUM, SERIES ON RACE AND SPORTS, AND MORE. 1470730 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X MO SALAMA 6265773146 1001 ROSE BOWL DRIVE PASADENA CA 91103 X MICKEY SEGAL CHAIRMAN 1.00 X X 0 0 0 RONALD A OKUM TREASURER 1.00 X X 0 0 0 JAMES W HIRSCHMANN EXECUTIVE COMMITTEE MEMBER 1.00 X X 0 0 0 TAMERLIN GODLEY BOARD MEMBER 1.00 X 0 0 0 KIN HUI BOARD MEMBER 1.00 X 0 0 0 GALE KOHL BOARD MEMBER 1.00 X 0 0 0 ANGELO MAZZONE BOARD MEMBER 1.00 X 0 0 0 RONALD L OLSON BOARD MEMBER 1.00 X 0 0 0 STEVEN J OLSON BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER C RISING BOARD MEMBER 1.00 X 0 0 0 DANIEL ROTHENBERG EXECUTIVE COMMITTEE MEMBER 1.00 X X 0 0 0 SHIVA SATTAR BOARD MEMBER 1.00 X 0 0 0 TOD SPIEKER BOARD MEMBER 1.00 X 0 0 0 SHELLEY B THOMPSON BOARD MEMBER 1.00 X 0 0 0 DR BETTY URIBE BOARD MEMBER 1.00 X 0 0 0 TODD WALKLETT BOARD MEMBER 1.00 X 0 0 0 DARREN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 RANDY WINOGRAD BOARD MEMBER 1.00 X 0 0 0 PETER ZARIFES BOARD MEMBER 1.00 X 0 0 0 MARK J MILLER BOARD MEMBER 1.00 X 0 0 0 DEDAN BROZINO PRESIDENT 40.00 X X 0 0 0 MO SALAMA CHIEF FINANCIAL OFFICER 10.00 30.00 X X 0 0 0 0 0 0 0 0 0 0 LEVY PREMIUM FOOD SERVICE LP 980 N MICHIGAN AVE SUITE 500 CHICAGO IL 60611 FOOD & BEVERAGE CATERING 339516 CHARLES M FIRESTONE 453 LAS ALTURAS RD SANTA BARBARA CA 93103 CONSULTING FOR ROSE BOWL INSTITUTE 200442 2 709897 110000 1788347 174353 2608244 578 578 108625 108102 523 523 523 822709 709897 1428921 -606212 -606212 MISCELLANEOUS REVENUE 900099 1695 1695 1695 2004828 1695 0 -605111 X 27370 27370 1000196 348157 286278 365761 238212 238212 70092 30153 39939 251189 25779 84500 140910 21989 10811 200 10978 6179 6179 RENOVATION EXPENSES 694417 694417 PRODUCTION AND FULLFILL 159776 159776 STADIUM EVENTS 138684 138684 MISC. OPERATING EXPENSE 123867 26040 74735 23092 72373 36913 9826 25634 2804344 1470730 529027 804587 1670209 1862452 287914 88169 7900385 6973224 47301 356229 5395 202 202 10214939 8976743 624089 1256358 700000 356251 1680340 1256358 X -125880 -954915 8660479 8675300 8534599 7720385 10214939 8976743 X -799516 -14698 X 0 1 X 1 0 X 4406765 2333360 1590618 3750293 2608244 14689280 4406765 2333360 1590618 3750293 2608244 14689280 3203569 11485711 1261 4571 2390 806 1101 10129 2208 2208 2872 1695 4567 14706184 0.78100 0.50540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 2,872. 2022 AMOUNT: $ 1,695. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 90000 1 4111 94111 0 PART II-B, LINE 1: MEETING WITH WASHINGTON DC OFFICIALS CONCERNING THE PASSAGE OF BILL SUPPORTING PRESERVING THE ROSE BOWL STADIUM AS AN HISTROIC LANDMARK. 0 X 3491265 723610 762827 1486437 2004828 0 2004828 4305479 723610 777525 1501135 2804344 0 2804344 PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. LEGACY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS - DIRECT EXPENSE 762,827. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PLEDGES 14,698. SPECIAL EVENTS - DIRECT EXPENSE 762,827. PARTY OF THE CENTURY 1387368 600664 786704 157045 68000 267904 70168 762828 GOLF TOURNAMENT 145238 109233 36005 30494 30000 42482 1532606 709897 822709 187539 98000 310386 70168 762828 1428921 -606212 1 PART I, LINE 2: THE LEGACY BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES GRANTS TO THE ROSE BOWL OPERATING COMPANY (RBOC). LEGACY CONNECTIONS PRIMARY MISSION IS TO SUPPORT THE PRESERVATION OF THE ROSE BOWL STADIUM OPERATED BY THE RBOC. THE RBOC SUBMITS CAPITAL IMPROVEMENT PROJECT PRELIMINARY SCHEDULES AND REPORTS TO THE LEGACY BOARD OF DIRECTORS PERIODICALLY FOR GRANT FUNDING REVIEW. ANNUALLY, THE RBOC CEO AND COO MAKE A PRESENTATION TO LEGACY'S BOARD OF DIRECTORS TO DIRECTLY ADDRESS THE SPENDING AND STATUS OF CAPITAL IMPROVEMENT PROJECTS. X 5 94253 VALUE WHEN DONATED X EVENT TICKETS 11 80100 MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER INDICATES THE NUMBER OF DONORS FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATES THE POWER OF AUTHORITY TO THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND EXECUTIVE COMMITTEE CHARTER. THE EXECUTIVE COMMITTEE THEN HAS THE AUTHORITY TO CARRY OUT THE GOVERNANCE AS OUTLINED IN THE BYLAWS AND EXECUTIVE COMMITTEE CHARTER. FORM 990, PART VI, SECTION A, LINE 2 STEVEN J. OLSON & RONALD L. OLSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 LEGACY HAS AN AGREEMENT WITH THE ROSE BOWL OPERATING COMPANY (RBOC) WHEREAS THE RBOC WILL PROVIDE STAFFING TO CARRY OUT MANAGEMENT DUTIES PREVIOUSLY PERFORMED BY LEGACY STAFF. RBOC STAFF SO DESIGNATED WILL PERFORM DUTIES PER THE SUPERVISION AND DIRECTION OF LEGACY'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO MEMBERS OF THE BOARD FOR REVIEW AND COMMENTS. THE FINAL FORM 990 IS THEN REVIEWED AND APPROVED BY THE PRESIDENT OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ACCORDING TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE POLICY REQUIRES EACH GOVERNING BODY MEMBER TO DISCLOSE ANY CONFLICT ON A PARTICULAR MATTER THAT MAY ARISE, AND RECUSE HIM OR HERSELF FROM DELIBERATIONS AND VOTES ON SUCH MATTERS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 348,157. MANAGEMENT AND GENERAL EXPENSES 254,780. FUNDRAISING EXPENSES 365,761. TOTAL EXPENSES 968,698. ROSE BOWL OPERATING COMPANY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,498. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,498. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGES -14,698.