2024-11-15T18:17:25-06:00 2023-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-01-01 371440662 LEGACY GLOBAL FOUNDATION LEGA 6027041000 4435 EAST HOLMES AVENUE MESA AZ 85206 MELODIE DURFEE GATZ PRESIDENT & CEO 6027041000 2024-11-15 1 0 AMY A O'LOUGHLIN P00869687 6022646835 2024-11-15 2023 2024-10-15 13:58:12Z MELODIE GATZ 4435 EAST HOLMES AVENUE MESA AZ 85206 5224475 0 X WWW.LEGACYGLOBAL.ORG X 2001 AZ 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. 3 3 0 0 0 0 2380441 4752785 0 0 442308 278384 3270 179245 2826019 5210414 2776204 4722818 0 0 630951 1058700 0 0 19963 1192943 1140361 4600098 6921879 -1774079 -1711465 110746136 260610654 11239814 13131222 99506322 247479432 X LEGACY 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. 0 0 6765086 4722818 LEGACY 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. 6765086 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MELODIE GATZ 6027041000 4435 EAST HOLMES AVENUE MESA AZ 85206 DELIGHT MOSER DIRECTOR 2.00 X 0 0 0 WAYNE HATCH DIRECTOR 2.00 X 0 0 0 PAUL PETERSON DIRECTOR 2.00 X X 0 0 0 MELODIE DURFEE GATZ PRESIDENT & CEO, TRUSTEE 40.00 X X 119629 0 0 119629 0 0 1 0 0 0 0 5579 16135 4731071 4752785 292445 292445 16000 0 16000 16000 16000 223773 -209712 -223773 209712 -14061 -14061 0 16135 0 0 OTHER INCOME 900099 150420 150420 REAL ESTATE INCOME 900099 12825 12825 163245 5210414 12825 0 444804 4722489 4722489 329 329 199629 119777 59889 19963 859071 859071 3322 3322 178405 178405 800 800 138745 69373 69372 1271 1271 20992 14694 6298 5760 5760 PROGRAM EXPENSES 766245 766245 PAYMENT PROCESSING AND 24840 24840 TAXES -19 -19 6921879 6765086 136830 19963 892358 1423957 1610700 2024625 50000 50000 4161093 5947032 2111277 43057 547000 2068220 20443796 28502323 72527522 208724199 100000 850000 10413667 11020298 110746136 260610654 26304 30859 11213510 13100363 11239814 13131222 X 99506322 247479432 99506322 247479432 110746136 260610654 X -1711465 147070822 1521428 1092325 X 0 0 0 X 4268013 17114648 24033709 13204407 4752785 63373562 4268013 17114648 24033709 13204407 4752785 63373562 10868030 52505532 1289773 1212711 244152 -3347748 294384 -306728 336587 336587 659 2895 10068 163245 176867 63580288 0.82580 0.66920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 659. 2020 AMOUNT: $ 2,895. 2022 AMOUNT: $ 10,068. 2023 AMOUNT: $ 163,245. 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ORGANIZATIONS RECEIVING GRANT FUNDING FROM LEGACY GLOBAL ARE, IN MOST CASES, REQUIRED TO SUBMIT A FINAL REPORT DESCRIBING THE RESULTS OF THEIR FUNDED PROGRAM OR UPDATE LEGACY GLOBAL ON THEIR PROGRESS TO DATE. GRANT AGREEMENTS ARE PREPARED BETWEEN LEGACY GLOBAL AND THE GRANTEE DETAILING DOCUMENTED BENCHMARKS THAT MUST BE ACHIEVED BY THE GRANTEE PRIOR TO RECEIVING THE NEXT GRANT INSTALLMENT. THESE REPORTS OUTLINE THE RETURN ON INVESTMENT FROM THE GRANTEE, THE DONOR, THE FOUNDATION, THE COMMUNITY AND ANY OTHER STAKEHOLDERS INVOLVED. 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 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. 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. GREEN ECONOMIC DEVELOPMENT 1423 S HIGLEY ROAD SUITE 127 MESA AZ 85206 383905529 ALTERNATIVE ENERGY DEVELOPMENT LA LEGACY GLOBAL FOUNDATION VADELI LLC 1423 S HIGLEY ROAD SUITE 127 MESA AZ 85206 821959796 INVESTMENT MANAGER AZ LEGACY GLOBAL FOUNDATION THE KONFIDA TRUST 1423 S HIGLEY ROAD SUITE 127 MESA AZ 85206 371440662 CHARITABLE AZ T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0