2025-11-14T12:12:41-06:00 2024-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2024-01-01 452936915 ONELEGACY FOUNDATION ONEL 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 MELISSA WOOD CHIEF FINANCIAL OFFICER 2132295600 2025-11-13 1 0 JULIE BOYER P01278549 2187275025 2025-11-13 2024 2025-03-06 01:10:19Z CHOWDARY P GARIMELLA 1303 W OPTICAL DRIVE AZUSA CA 91702 7019880 0 X WWW.ONELEGACYFOUNDATION.ORG X 2011 CA SUPPORT THE MISSION OF ONELEGACY IN RAISING FUNDS AND EDUCATION AND PROVIDING HEALING TO THE FAMILIES WE SERVE. 6 5 20 225 -39299 0 3308109 4841202 205598 507442 803957 1667443 0 3793 4317664 7019880 975467 208029 0 0 1359597 1471234 0 0 0 3708364 4658290 6043428 6337553 -1725764 682327 29200104 30242253 986888 961196 28213216 29281057 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 5724372 208029 507442 ONELEGACY FOUNDATION SAVES AND HEALS LIVES THROUGH ORGAN, EYE AND TISSUE DONATION, COMFORTS THE FAMILIES WE SERVE, AND INSPIRES OUR COMMUNITIES TO DONATE LIFE. 5724372 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 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 77 0 1 20 1 0 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 MELISSA WOOD 2132295600 1303 W OPTICAL DRIVE AZUSA CA 91702 CHOWDARY P GARIMELLA CHIEF EXECUTIVE OFFICER 20.00 40.00 X X 0 1011953 139130 JAMES ATKINSON MD CHAIR 0.25 6.75 X X 0 100000 0 THOMAS ROSENTHAL MD SECRETARY 0.25 5.75 X X 0 40000 0 GLORIA ANN BOHRER DIRECTOR 0.25 2.75 X 0 17500 0 WILLIAM CHERTOK DIRECTOR 0.25 5.75 X 0 50000 0 WILLIAM GALLO DIRECTOR 0.50 2.75 X 0 12500 0 THOMAS D MONE CHIEF EXTERNAL AFFAIRS OFFICER 40.00 20.00 X 609710 0 115319 MELISSA WOOD VP FINANCE 20.00 40.00 X 0 251305 41776 E'TIFFANY JONES COMMUNICATIONS MANAGER 40.00 0.00 X 155802 0 40824 CHRISTY BETHEL PUB ED COMMUNITY DEV. SPECIALIST 40.00 0.00 X 120264 0 41393 CYNTHIA M PERLEY FORMER CHIEF FINANCIAL OFFICER 20.00 40.00 X 0 103327 57862 885776 1586585 436304 3 1 1 0 CHARTER COMMUNICATIONS HOLDINGS LLC 12405 POWERSCOURT DRIVE ST LOUIS MO 63131 COMMERCIALS/BILLBOARDS 1242475 ASOAE LLC 1546 GORDON ST APT 201 LOS ANGELES CA 90029 EVENTS AND PRODUCTION 137647 2 4815063 26139 4841202 PUBLIC EDUCATION 900099 507442 507442 507442 467286 -39299 506585 1200157 0 1200157 1200157 1200157 MISCELLANEOUS REVENUE 900099 3793 3793 3793 7019880 507442 -39299 1710535 208029 208029 1062989 760064 302925 41038 36934 4104 259112 233201 25911 108095 97285 10810 13577 13577 121441 121441 588099 529289 58810 162644 146380 16264 29019 26118 2901 10074 10074 86445 77800 8645 41899 37709 4190 DONATION PROMOTION 1989251 1989251 COMMUNITY EDUCATION 1576060 1576060 DUES AND MEMBERSHIPS 32413 32413 EMPLOYMENT EXPENSE 6252 6252 1116 1116 6337553 5724372 613181 0 562823 56623 10956 10660 35668 35668 0 0 21977055 24747520 5910699 4936000 738571 491450 29200104 30242253 986888 961196 986888 961196 X 28213216 29281057 28213216 29281057 29200104 30242253 682327 385514 0 X 0 1 X 1 0 X X 1 ONELEGACY 953138799 10 1 0 0 1 0 0 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, A RELATED ORGANIZATION. 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 ORGANIZATION'S MISSION AND ACTIVITIES. 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 4936000 F 4936000 X PART X, LINE 2: ONELEGACY FOUNDATION HAS BEEN RECOGNIZED AS ORGANIZATION 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 THROUGH A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT, AND A MEASUREMENT PROCESS FOR FINANCIAL STATEMENT 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 WHETHER 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, 2024 AND 2023, 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 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. AT DECEMBER 31, 2024, THE ORGANIZATION'S TAX YEARS 2021 THROUGH 2023 REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE AUTHORITIES. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 3746461 0 0 0 0 0 0 3746461 0 3746461 1 0 1 1 0 0 1 COMFORT ZONE CAMP 6606 WEST BROAD STREET 401 RICHMOND VA 23230 541916517 501(C)(3) 116000 0 COMMUNITY OUTREACH & EDUCATION GRANTS AVA'S HEART FOUNDATION 9461 CHARLEVILLE BLVD SUITE 589 BEVERLY HILLS CA 90212 453266322 501(C)(3) 50000 0 COMMUNITY OUTREACH & EDUCATION GRANTS UNIVERSITY OF COLORADO OFFICE OF THE GRANTS AND CONTRACT - F428 PO BOX 910238 DENVER CO 802910238 846000555 501(C)(3) 34529 0 COMMUNITY OUTREACH & EDUCATION GRANTS HALACHIC ORGAN DONOR SOCIETY 2248 BROADWAY 1211 NEW YORK NY 10024 134199797 501(C)(3) 7500 0 COMMUNITY OUTREACH & EDUCATION GRANTS 4 0 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 CHIEF EXECUTIVE OFFICER 0 750001 0 174375 0 87577 0 102040 0 37090 0 1151083 0 0 THOMAS D MONE CHIEF EXTERNAL AFFAIRS OFFICER 474999 0 80750 0 53961 0 89181 0 26138 0 725029 0 0 0 MELISSA WOOD VP FINANCE 0 249995 0 500 0 810 0 40692 0 1084 0 293081 0 0 E'TIFFANY JONES COMMUNICATIONS MANAGER 131997 0 11685 0 12120 0 13424 0 27400 0 196626 0 0 0 CHRISTY BETHEL PUB ED COMMUNITY DEV. SPECIALIST 105061 0 5645 0 9558 0 14070 0 27323 0 161657 0 0 0 CYNTHIA M PERLEY FORMER CHIEF FINANCIAL OFFICER 0 0 0 0 0 103327 0 56412 0 1450 0 161189 0 0 PART I, LINE 3 ONELEGACY'S (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 RECUSES HIMSELF REGARDING HIS COMPENSATION) ANNUALLY REVIEW COMPENSATION PROGRAMS OF THE CEO AND CFO. 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. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY HUMAN RESOURCES AND APPROVED BY THE CEO. THE COMMITTEE KEEPS CONTEMPORANEOUS WRITTEN MINUTES OF ALL MEETINGS, INCLUDING ALL COMPENSATION DECISIONS. THE PROCESS WAS LAST DONE IN 2024. FORM 990, PART VI, SECTION A, LINE 6 ONELEGACY, A RELATED ORGANIZATION, IS THE SOLE MEMBER OF THE ONELEGACY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A AS SOLE MEMBER OF THE ORGANIZATION, ONELEGACY, A RELATED ORGANIZATION, ELECTS DIRECTORS AND APPROVES SIGNIFICANT DECISIONS MADE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AS SOLE MEMBER, ONELEGACY, A RELATED ORGANIZATION, 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 ACCOUNTING AND FINANCE MANAGER AND VICE PRESIDENT OF FINANCE AND ACCOUNTING. FOLLOWING THE REVIEW, THE VICE PRESIDENT OF FINANCE AND ACCOUNTING 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 RESOURCE MONITORS EMPLOYEE CONFLICTS OF INTEREST, IF ANY. THE CEO AND VICE PRESIDENT OF FINANCE AND ACCOUNTING 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 ONELEGACY, 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 2024. 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). ONELEGACY 1303 W OPTICAL DRIVE AZUSA CA 91702 953138779 ORGAN AND TISSUE DONATION CA 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0