2025-11-17T17:52:54-06:00 2024-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-01-01 371440662 LEGACY GLOBAL FOUNDATION LEGA 6027041000 4435 EAST HOLMES AVENUE MESA AZ 85206 MELODIE DURFEE GATZ PRESIDENT & CEO 6027041000 2025-11-17 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2025-11-17 2024 2025-03-06 01:10:19Z MELODIE GATZ 4435 EAST HOLMES AVENUE MESA AZ 85206 17649101 0 X WWW.LEGACYGLOBAL.ORG X 2001 AZ 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 0 237 0 0 4752785 14419583 0 0 278384 3191621 179245 37897 5210414 17649101 4722818 8148994 0 0 1058700 718026 0 0 0 1140361 606166 6921879 9473186 -1711465 8175915 260610654 266686085 13131222 14255870 247479432 252430215 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 8807652 8148994 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. 8807652 1 1 0 0 0 1 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 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 DAVID KLEMM 6027041000 4435 EAST HOLMES AVENUE MESA AZ 85206 X 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 GATZ CEO 40.00 X 40000 0 0 40000 0 0 0 0 0 0 0 14419583 1313606 14419583 294228 294228 34706 0 34706 34706 34706 2897393 0 2897393 2897393 2897393 REAL ESTATE INCOME 900099 3191 3191 3191 17649101 3191 0 3226327 7891557 7891557 257437 257437 718026 359013 359013 29017 29017 65604 32802 32802 227222 227222 595 595 14099 9869 4230 48879 48879 9531 9531 PROGRAM EXPENSES 179078 179078 PAYMENT PROCESSING AND 32141 32141 9473186 8807652 665534 0 1423957 2879459 2024625 2864189 50000 38498 250000 5947032 5445818 1925358 91936 2068220 1833422 28502323 25659900 208724199 206787211 850000 912488 11020298 20015100 260610654 266686085 30859 497683 310000 13100363 13448187 13131222 14255870 X 247479432 252430215 247479432 252430215 260610654 266686085 X 8175915 651668 -5230679 1353879 X 0 0 0 X 17114648 24033709 13204407 4752785 14419583 73525132 17114648 24033709 13204407 4752785 14419583 73525132 38175220 35349912 1212711 244152 -3347748 294384 294229 -1302272 336587 336587 2895 10068 163245 3191 179399 72738846 0.48600 0.82580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,895. 2022 AMOUNT: $ 10,068. 2023 AMOUNT: $ 163,245. 2024 AMOUNT: $ 3,191. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 486 14419583 7891557 82931122 1 1 0 31110 31110 31110 31110 15555 15555 31110 15552 3 15555 1 1925358 91936 1833422 1833422 206787211 F 206787211 SPLIT INTEREST AGREEMENTS 750000 BENEFICIAL INTEREST IN TRUST 41739 ANNUITY AND LIFE INSURANCE POLICIES 14234696 INTERNAL TRANSFERS 88665 DONOR ADVISED FUNDS 4900000 20015100 ANNUITIES PAYABLE 3936803 CHARITABLE REMAINDER TRUST 9511384 13448187 PART V, LINE 4: FOR THE PURPOSE OF PROMOTING THE ARTS (CULTURAL, VISUAL, & PERFORMING) 1 NORTH AMERICA 0 EDUCATIONAL EDUCATIONAL ACTIVITIES 100000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 PROGRAM ACTIVITIES SUPPORT OF CHARITABLE MISSION 24069 EUROPE (INCLUDING ICELAND & GREENLAND) 0 PROGRAM SERVICES ENVIRONMENT CLEAN UP 42816 SOUTH ASIA 0 PROGRAM SERVICES FOOD AND EDUCATIONAL SUPPORT TO ORPHANS 90552 0 0 0 0 0 0 257437 0 257437 NORTH AMERICA EDUCATIONAL ACTIVITIES 100000 0 0 1 0 0 0 0 0 0 PART I, LINE 2: ORGANIZATION GIVES TO CAREFULLY SELECTED ORGANIZATION THAT SUPPORT ITS MISSION ABROAD. 1 BELOIT COLLEGE 700 COLLEGE ST BELOIT WI 535115509 390808497 0 34000 GENERAL MISSION BREES DREAM FOUNDATION 6050 OAK TREE BLVD 500 INDEPENDENCE OH 44131 562380198 0 39651 GENERAL MISSION DECHOMAI FOUNDATION INC 3713 PINE ST JACKSONVILLE FL 322059418 061676688 0 346105 GENERAL MISSION ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER 358 SOUTH 700 EAST SUITE B430 SALT LAKE CITY UT 84102 812938209 0 10000 GENERAL MISSION ESPECIALLY FOR ATHLETES 14953 S HERITAGECREST WAY BLUFFDALE UT 84065 462259819 0 40337 GENERAL MISSION EVERYDAY HERO PROJECT INC 2920 SE MAPLE ST HILLSBORO OR 97123 273526444 0 13583 GENERAL MISSION FOUNDERS PLEDGE INC 228 PARK AVE S PMB 71081 NEW YORK NY 10003 371795297 0 150000 GENERAL MISSION GATEWAY FOR CANCER RESEARCH INC 1449 SOUTH MICHIGAN AVENUE SUITE 13128 CHICAGO IL 60605 731386920 0 39710 GENERAL MISSION HALE CENTER FOUNDATION 225 W 400 N OREM UT 84057 870665160 0 6000 GENERAL MISSION HELP START EDUCATION PO BOX 171323 HOLLADAY UT 84117 861915331 0 10000 GENERAL MISSION INTERMOUNTAIN FOUNDATION PRIMARY CHILDREN'S HOSPITAL 36 SOUTH STATE STREET SUITE 10 SALT LAKE CITY UT 84111 870453633 0 100000 GENERAL MISSION INTERMOUNTAIN HEALTH CARE FOUNDATION 36 SOUTH STATE STREET 8TH FLOOR SALT LAKE CITY UT 84111 800225150 0 100000 GENERAL MISSION LEGACY GLOBAL PROGRAMS 4435 E HOLMES AVE SUITE 200 MESA AZ 85206 208099462 0 616091 GENERAL MISSION LEGACY OFFICES 4435 EAST HOLMES AVENUE SUITE 100 MESA AZ 85206 830627858 0 13172 GENERAL MISSION OCEAN VOYAGES INSTITUTE 1709 BRIDGEWAY SAUSALITO CA 94965 942665367 0 122146 GENERAL MISSION PARENT TELEVISION PO BOX 4210 BURBANK CA 91503 954819071 0 10000 GENERAL MISSION PLEASANT VALLEY COMMUNITY COUNCIL INC PLEASANT VALLEY COMMUNITY CENTER INC ARCADIA MI 49613 830464390 0 30000 GENERAL MISSION POPULATION SERVICES INTERNATIONAL 1120 10TH STREET NW SUITE 600 WASHINGTON DC 20036 560942853 0 150000 GENERAL MISSION SAVE THE REDWOODS LEAGUE 111 SUTTER STREET 11TH FLOOR SAN FRANCISCO CA 94104 940843915 0 12615 GENERAL MISSION SCHWAB CHARITABLE PO BOX 2430 OMAHA NE 68103 311640316 0 2152565 GENERAL MISSION SHERRY BLACK FOUNDATION 9350 S 150 E SUITE 1000 SANDY UT 84070 814809759 0 10000 GENERAL MISSION ST PAUL CATHOLIC CENTER 1413 E 17TH STREET BLOOMINGTON IN 47408 351153368 0 10000 GENERAL MISSION THE BOARD OF VISITORS 7227 NORTH 16TH STREET SUITE 101 PHOENIX AZ 85020 866052766 0 11000 GENERAL MISSION THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS 50 EAST NORTH TEMPLE STREET SALT LAKE CITY UT 84150 870234341 0 570000 GENERAL MISSION THE ROAD HOME 1415 S MAIN ST SALT LAKE CITY UT 84115 870212465 0 25000 GENERAL MISSION THE UNIVERSITY OF CHICAGO 5801 SOUTH ELLIS AVENUE CHICAGO IL 60637 362177139 0 40000 GENERAL MISSION THE UPLIFT FOUNDATION 200 S WILCOX ST SUITE 23 CASTLE ROCK CO 80104 371856584 0 175000 GENERAL MISSION THE YUCATAN EDUCATION PROJECT 6050 OAK TREE BLVD STE 500 INDEPENDENCE OH 44131 831446722 0 487104 GENERAL MISSION THOUGHTFUL TECH PROJECT INC 440 N BARRANCA AVE 8874 COVINA CA 91723 832592895 0 990000 GENERAL MISSION TREES FOR THE FUTURE INC 10770 COLUMBIA PIKE STE 300 SILVER SPRING MD 20901 521644869 0 100376 GENERAL MISSION UTAH FILM CENTER 375 WEST 400 NORTH SALT LAKE CITY UT 84103 753077559 0 80000 GENERAL MISSION UTAH SPORTS COMMISSION FOUNDAT 201 S MAIN ST SUITE 2125 SALT LAKE CITY UT 84111 870651075 0 200000 GENERAL MISSION VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 952769432 0 150000 GENERAL MISSION VIRGIN UNITE USA INC 65 BLEECKER STREET 6TH FLOOR NEW YORK NY 10012 203963486 0 246000 GENERAL MISSION WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 530242992 0 10000 GENERAL MISSION WOMEN OF THE WORLD PO BOX 65782 SALT LAKE CITY UT 84165 870481455 0 10000 GENERAL MISSION WORLD INDIGENOUS MISSION 2409 LIFEHAUS INDUSTRIAL DRIVE NEW BRAUNFELS TX 78130 742192909 0 14000 GENERAL MISSION SEATTLE CHRISTIAN SCHOOLS 18301 MILITARY ROAD SOUTH SEATAC WA 98188 910655756 0 100000 GENERAL MISSION PART I, LINE 2: THE MAJORITY OF GRANTS ISSUED ARE FOR GENERAL OPERATIONS FOR THE PERIOD OF ONE YEAR. 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. X 4 96606 FMV X PRIVATE EQUITY SHARES 1 917000 APPRAISAL X REAL ESTATE PROPERTY 1 300000 FMV 1 0 0 0 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 26,691. CHANGE IN LIFE INSURANCE ANNUITIES 1,229,061. CHANGES IN SPLIT INTEREST AGREEMENTS 98,127. 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