2023-11-13T15:15:30-06:00 2022-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2022-01-01 452936915 ONELEGACY FOUNDATION ONEL 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 CYNTHIA M PERLEY CFO 2132295600 2023-11-06 1 CYNTHIA PERLEY 999009999 0 JULIE BOYER P01278549 2187275025 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS MONE 1303 W OPTICAL DRIVE AZUSA CA 91702 24312398 0 X WWW.ONELEGACYFOUNDATION.ORG X 2011 CA THE ONELEGACY FOUNDATION WAS CREATED TO SUPPORT THE MISSION OF ONELEGACY IN RAISING FUNDS AND EDUCATION AND PROVIDING HEALING TO THE FAMILIES WE SERVE. 6 5 11 225 -42152 0 563737 2612849 105028 215661 3637119 3049094 0 197942 4305884 6075546 2057655 8961638 0 0 562877 775506 0 0 0 1033171 2358659 3653703 12095803 652181 -6020257 43511180 29070719 1406366 749878 42104814 28320841 X TO SAVE AND HEAL LIVES BY INSPIRING AND ADVANCING DONATION AND TRANSPLANTATION THROUGH RESEARCH, PUBLIC EDUCATION AND HONORING DONORS WHOSE LEGACIES LIVE ON. 0 0 10372536 8961638 SUPPORT AND PROMOTE THE DONATION OF ORGANS, EYES, AND TISSUES, FOR TRANSPLANTATION, HEALING, RESEARCH AND EDUCATION. 968932 DONATE LIFE ROSE PARADE FLOAT- THE DONATE LIFE ROSE PARADE FLOAT UNITES THE NATION'S DISTINCT DONATION AND TRANSPLANTATION COMMUNITIES TO PROMOTE A SINGLE, POSITIVE MESSAGE OF INSPIRATION, CARING, AND SAVING LIVES THROUGH ORGAN, EYE AND TISSUE DONATION THAT EFFECTIVELY REACHES TENS OF MILLIONS OF PEOPLE NATIONALLY AND INTERNATIONALLY. 432109 215661 DONATE LIFE RUN WALK- THE LARGEST EVENT OF ITS KIND IN THE NATION INSPIRING PEOPLE TO BECOME ORGAN, EYE, AND TISSUE DONORS, THE EVENT REACHES THOUSANDS OF PEOPLE DURING APRIL, WHICH IS DONATE LIFE MONTH. THE PROGRAM IS A FULL MONTH OF EVENTS TO DRAW ATTENTION TO THE NEED FOR ORGAN, EYE, AND TISSUE DONATION. 37802 DONATE LIFE HOLLYWOOD - A NATIONAL CAMPAIGN RUN THROUGH THE ONELEGACY FOUNDATION TO SERVE AS A LIAISON BETWEEN THE DONATE LIFE COMMUNITY AND THE ENTERTAINMENT INDUSTRY USING EDUCATION TO TRANSFORM HOLLYWOOD'S NARRATIVE AROUND ORGAN DONATION ON TELEVISON AND IN FILM; GRANTS AND GIFTS- SUPPORTING THE ADVANCEMENT OF HUMAN ORGAN AND TISSUE DONATION AND TRANSPLANT THROUGH EDUCATION AND SCIENTIFIC RESEARCH BY PROVIDING RESEARCH GRANTS 37802 11811379 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 48 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CYNTHIA PERLEY 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 CHOWDARY P GARIMELLA CEO 5.00 40.00 X X 0 947807 114758 WILLIAM CHERTOK BOARD CHAIR 0.25 12.75 X X 0 100000 0 TOM ROSENTHAL DIRECTOR 0.25 14.75 X 0 40000 0 GLORIA BOHRER SECRETARY 0.25 5.75 X X 0 35000 0 EARLE E CRANDALL DIRECTOR 0.25 4.75 X 0 35000 0 WILLIAM GALLIO DIRECTOR 0.25 1.75 X 0 35000 0 THOMAS D MONE CHIEF EXTERNAL AFFAIRS OFFICER AND VP 40.00 5.00 X 356137 496452 105260 CYNTHIA M PERLEY CFO 5.00 40.00 X 0 516350 110681 E'TIFFANY JONES COMMUNICATIONS MANAGER 40.00 0.00 X 123744 0 27647 479881 2205609 358346 2 0 1 0 FIESTA PARADE FLOATS PO BOX 5417 PASADENA CA 91117 FLOAT DESIGN FEES 236940 GOAL PRODUCTIONS INC 1905 VICTORY BLVD SUITE 6 GLENDALE CA 91201 EVENT VIDEO PRODUCTIONS 138965 FIRST REPUBLIC INVESTMENT MANAGEMENT 1888 CENTURY PARK E LOS ANGELES CA 90067 ANNUAL INVENSTMENT ACCT FEES 128690 CLEAR CHANNEL OUTDOOR 4830 NORTH LOOP 1604 WEST SUITE 111 SAN ANTONIO TX 78249 MARKETING SERVICES 119400 4 2036696 576153 2612849 RUNWALK 900099 215661 215661 215661 2367494 -42152 2409646 18918452 18236852 681600 681600 681600 OTHER INCOME 900099 197942 197942 197942 6075546 215661 -42152 3289188 8961638 8961638 401893 361703 40190 174218 159002 15216 54496 54496 84233 84208 25 60666 60666 10290 10290 183089 183089 322631 322631 873152 873152 173409 162087 11322 3469 3122 347 6986 6986 148868 141480 7388 2769 2769 EVENT EXPENSE 596045 596045 DUES AND MEMBERSHIPS 19861 19861 STAFF APPRECIATION 13348 13348 EDUCATION PROGRAM EXPEN 4742 4742 12095803 11811379 284424 0 3314093 474967 617746 685472 35668 35668 0 0 34497152 21185943 4274047 5394423 808142 1329914 43511180 29070719 1214795 596191 191571 153687 1406366 749878 X 41783195 27999222 321619 321619 42104814 28320841 43511180 29070719 X -6020257 -7805868 42152 X 0 1 X 1 0 X X 1 ONELEGACY 953138799 10 1 7307566 4503813 1 7307566 4503813 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: ONELEGACY FOUNDATION PROVIDED GRANTS TO ORGANIZATIONS TO SUPPORT THE MISSION OF ONELEGACY. THE GRANTS WERE PROVIDED TO ORGANIZATIONS TO FURTHER PROMOTE AND ADVOCATE FOR ORGAN DONATION AND SERVED TO FURTHER ONELEGACY'S MISSION BY EDUCATING ON THE IMPACT OF ORGAN DONATION. THE FOUNDATION'S BOARD MEMBERS ARE ALL BOARD MEMBERS OF ONELEGACY, SO THE GRANTS HAVE BEEN DIRECTED IN A MANNER THAT WOULD FURTHER THE SUPPORTED ORGAINIZATION'S MISSION AND ACTIVITES. GRANTS MAKE UP ONLY A PORTION OF THE SUPPORT PROVIDED TO ONELEGACY BY THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35668 35668 0 0 INVESTMENT - OTHER SECURITIES 5394423 C 5394423 DUE TO ONELEGACY 153687 153687 X PART X, LINE 2: ONELEGACY AND ONELEGACY FOUNDATION HAVE BEEN RECOGNIZED AS ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, EXCEPT TO THE EXTENT OF UNRELATED TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC TOPIC 740-10, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKLEY THAN NOT AND A MEASUREMENT PROCESS FOR FINANCIAL STATMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN MAKING THIS ASSESSMENT. THE ORGANIZATION MUST DETERMINE WHERTHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, AND MUST ASSUME THAT THE TAX POSITION WILL BE EXAMINED BY TAXING AUTHORITIES. FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, MANAGEMENT HAS DETERMINED THAT THERE WERE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. THE ORGANIZATION FILES INFORMATION AND INCOME TAX RETURNS WITH THE INTERNAL REVENUE SERVICE (IRS) AND THE STATE OF CALIFORNIA. FOR STATE AUTHORITIES, THE STATUTE OF LIMITATIONS IS GENERALLY THREE OR FOUR YEARS; HOWEVER, THE STATUTE OF LIMITATIONS WILL REMAIN OPEN FOR ANY STATE RETURNS NOT FILED. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2210485 0 0 0 0 0 0 2210485 0 2210485 1 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 ONELEGACY 1303 W OPTICAL DRIVE AZUSA CA 91702 953138799 501(C)(3) 7037566 0 GENERAL SUPPORT THE REGENTS UCLA (SPONSORSHIPS) 10889 WILSHIRE BLVD 820 LOS ANGELES CA 90095 943067788 501(C)(3) 486069 0 GENERAL SUPPORT CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD 65-WIL STE 1150 LOS ANGELES CA 90048 951644600 501(C)(3) 235131 0 GENERAL SUPPORT CROWD ADVOCACY 5445 MURRELL RD 102 BOX 167 ROCKLEDGE FL 32955 842214258 235000 0 GENERAL SUPPORT AVA'S HEART FOUNDATION 9461 CHARLEVILLE BLVD SUITE 589 BEVERLY HILLS CA 90212 453266322 501(C)(3) 165000 0 GENERAL SUPPORT KECK MEDICINE OF USC 1510 SAN PABLO ST STE 600 LOS ANGELES CA 90033 951642394 501(C)(3) 130708 0 GENERAL SUPPORT THE CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 72000 0 GENERAL SUPPORT MOLLY STEINSAPIR FOUNDATION 663 JACON WAY PACIFIC PALISADES CA 90272 871410837 501(C)(3) 66667 0 GENERAL SUPPORT UCLA SCHOOL OF MEDICINE BOX 951740 27-139 CHS LOS ANGELES CA 90095 956006143 501(C)(3) 37488 0 GENERAL SUPPORT THE PAINTED TURTLE 1300 4TH STREET SANTA MONICA CA 90401 954612481 501(C)(3) 30000 0 GENERAL SUPPORT JOEY GASE MOTORSPORTS LLC 3719 HAWK AVE SW CEDAR RAPIDS IA 52404 320233249 20000 0 GENERAL SUPPORT LIVER HEALTH FOUNDATION 1509 RINDGE LN REDONDO BEACH CA 90278 873216218 501(C)(3) 15000 0 GENERAL SUPPORT KECK HOSPITAL OF USC FILE 749244 LOS ANGELES CA 90074 752918766 501(C)(3) 13750 0 GENERAL SUPPORT CONGRESS OF RACIAL EQUALITY OF CALIFORNIA 6230 WILSHIRE BLVD STE 500-A LOS ANGELES CA 90048 954154057 501(C)(3) 10000 0 GENERAL SUPPORT YMCA OF METROPOLITAN LOS ANGELES 401 SOUTH HOPE ST LOS ANGELES CA 90071 951644052 501(C)(3) 10000 0 GENERAL SUPPORT RENAL SUPPORT NETWORK 1311 N MARYLAND AVE GLENDALE CA 91207 954672679 501(C)(3) 10000 0 GENERAL SUPPORT TZU CHI FOUNDATION 1100 S VALLEY CENTER AVE SAN DIMAS CA 91773 942952782 501(C)(3) 10000 0 GENERAL SUPPORT UCLA FOUNDATION 10920 WILSHIRE BLVD 9TH FL LOS ANGELES CA 90024 952250801 501(C)(3) 10000 0 GENERAL SUPPORT GREATER LOS ANGELES AFRICAN AMERICAN CHAMBER OF COMMERCE 5120 GOLDLEAF CIRCLE SUITE 230 LOS ANGELES CA 90056 954357302 501(C)(6) 10000 0 GENERAL SUPPORT LOS ANGELES SENTINEL INC 3800 SOUTH CRENSHAW BLVD LOS ANGELES CA 90008 952673465 10000 0 GENERAL SUPPORT CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION 1401 GRAND AVE LEAVEY HALL LOS ANGELES CA 90015 954000909 501(C)(3) 7500 0 GENERAL SUPPORT HALACHIC ORGAN DONOR SOCIETY 3926 W TOUHY AVE STW 365 LINCOLNWOOD IL 607121028 134199797 501(C)(3) 7500 0 GENERAL SUPPORT JJ'S LEGACY PO BOX 12793 BAKERSFIELD CA 93389 273546375 501(C)(3) 6000 0 GENERAL SUPPORT HANSON HOUSE FOUNDATION 380 EAST PASEO EL MIRADOR PALM SPINGS CA 92262 200028619 501(C)(3) 5500 0 GENERAL SUPPORT SUZANNE DELAURENTIIS PRODUCTIONS LLC 11333 MOORPARK ST STE 23 STUDIO CIY CA 91602 874111362 5075 0 GENERAL SUPPORT 20 5 PART I, LINE 2: GRANTS OF $20,000 AND ABOVE REQUIRE BOARD APPROVAL AND MUST COMPLETE OUR DETAILED GRANT APPLICATION FORM AND PROVIDE A FINAL REPORT OF HOW FUNDS WERE UTILIZED WITH THE REQUIREMENT THAT ANY UNUSED GRANT RESTRICTED FUNDS FOR SPECIFIC PROJECTS ARE RETURNED TO ONELEGACY FOUNDATION. 0 0 0 0 0 0 0 0 0 CHOWDARY P GARIMELLA CEO 0 691155 0 167625 0 89027 0 72828 0 41930 0 1062565 0 0 THOMAS D MONE CHIEF EXTERNAL AFFAIRS OFFICER AND V 328846 205538 0 200400 27291 90514 30320 42633 15436 16871 401893 555956 0 0 CYNTHIA M PERLEY CFO 0 391996 0 120000 0 4354 0 81353 0 29328 0 627031 0 0 E'TIFFANY JONES COMMUNICATIONS MANAGER 104473 0 9265 0 10006 0 2962 0 24685 0 151391 0 0 0 PART I, LINE 3 ONELEGACY'S, A RELATED ORGANIZATION, HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE, AMONG OTHER THINGS, UTILIZES CONSULTANTS AND COMPENSATION BENCHMARK SOURCES AND DATA, AND BASED ON ITS OWN EVALUATION AS WELL AS INPUT FROM THE CORPORATE GOVERNANCE COMMITTEE, DETERMINES AND RECOMMENDS FOR APPROVAL TO THE BOARD THE TOTAL COMPENSATION OF CORPORATE OFFICERS. THE COMMITTEE KEEPS CONTEMPORANEOUS ONELEGACY WRITTEN MINUTES OF ALL MEETINGS, INCLUDING ALL COMPENSATION DECISONS. THE PROCESS WAS LAST DONE IN 2022. FORM 990, PART VI, SECTION A, LINE 6 ONELEGACY, A RELATED ORGANIZATION, IS THE SOLE MEMBER OF THE ORGANIZATION, ELECTS DIRECTORS AND APPROVES SIGNIFICANT DECISIONS MADE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A AS SOLE MEMBER OF THE ORGANIZATION, ONELEGACY ELECTS DIRECTORS AND APPROVES SIGNIFICANT DECISIONS MADE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HAS THE RIGHTS TO APPROVE CERTAIN ACTIONS BY THE BOARD, INCLUDING: APPROVAL OF AMENDMENTS TO ARTICLES AND BYLAWS; CREATION OR DISSOLUTION OF A COMMITTEE OF THE BOARD OR AN ADVISORY COMMITTEE; THE APPOINTMENT OF COMMITTEES OF THE BOARD; AND THE DISSOLUTION OF THE CORPORATION AND WINDING UP OF ITS BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS PREPARED BY THE EXTERNAL TAX ACCOUNTANTS AND REVIEWED BY THE CONTROLLER AND CFO. FOLLOWING THE REVIEW, THE CFO REVIEWS THE FORM WITH THE CEO. THE FORM IS PROVIDED AND PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE THE AUDIT COMMITTEE APPROVES THE FORM, A DRAFT IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS ANNUALLY THE COMPLIANCE OF THEIR CONFLICT OF INTEREST POLICIES THROUGH VARIOUS LEVELS OF REVIEW. HUMAN RESOURCES MONITORS EMPLOYEE CONFLICTS OF INTEREST, IF ANY. THE CEO AND CFO MONITOR THE BOARD OF DIRECTORS AND OFFICER CONFLICTS OF INTEREST, IF ANY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL ARE DETERMINED AND PAID BY A RELATED ORGANIZATION. THE BOARD OF DIRECTORS, HUMAN RESOURCES AND COMPENSATION COMMITTEE (THE COMMITTEE), WHICH IS COMPRISED OF FOUR INDEPENDENT MEMBERS AND THE CEO (WHO RESCUES HIMSELF REGARDING HIS COMPENSATION) ANNUALLY REVIEW COMPENSATION PROGRAMS OF THE CORPORATE OFFICERS. THE COMMITTEE, AMONG OTHER THINGS, UTILIZES CONSULTANTS AND COMPENSATION BENCHMARK SOURCES AND DATA, AND BASED ON ITS OWN EVALUATION AS WELL AS INPUT FROM THE CORPORATE GOVERNANCE COMMITTEE, DETERMINES AND RECOMMENDS FOR APPROVAL TO THE BOARD THE TOTAL COMPENSATION OF CORPORATE OFFICERS. THE COMMITTEE KEEPS CONTEMPORANEOUS WRITTEN MINUTES OF ALL MEETINGS, INCLUDING ALL COMPENSATION DECISIONS. THE PROCESS WAS LAST DONE IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST DURING BUSINESS HOURS, FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: NET UNRELATED BUSINESS INCOME FROM K-1 INVESTMENTS 42,152. ONELEGACY 1303 W OPTICAL DRIVE AZUSA CA 91702 953138779 ORGAN AND TISSUE DONATION CA 501(C)(3) LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0