Nonprofit · EIN 37-1440662
LEGACY GLOBAL FOUNDATION INC
Tax-exempt (reinstated) · MESA, AZ 85206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $17,649,101 | $9,473,186 | $8,175,915 | $266,686,085 | $14,255,870 | $252,430,215 |
| December 31, 2023 | 990 | $5,210,414 | $6,921,879 | -$1,711,465 | $260,610,654 | $13,131,222 | $247,479,432 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $14,419,583
- Program service revenue
- $0
- Investment income
- $3,191,621
- Net rental income
- $34,706
- Net gain from sales of assets
- $2,897,393
- Other revenue
- $37,897
Expenses
- Grants and similar amounts paid
- $8,148,994
- Other salaries and wages
- $718,026
- Salaries, compensation and benefits (total)
- $718,026
- Professional fundraising fees
- $0
- Accounting fees
- $29,017
- Occupancy
- $14,099
- Depreciation
- $48,879
- Program services (functional)
- $8,807,652
- Management and general (functional)
- $665,534
Balance sheet and other
- Total assets, start of year
- $260,610,654
- Total assets, end of year
- $266,686,085
- Total liabilities, end of year
- $14,255,870
- Net assets, end of year
- $252,430,215
- Land, buildings and equipment
- $1,833,422
- Publicly traded securities
- $25,659,900
- Net assets without donor restrictions
- $252,430,215
- Gross receipts
- $17,649,101
- Employees
- 0
- Volunteers
- 237
- Year formed
- 2001
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELODIE GATZ | CEO Officer | 40 | $40,000 |
| DELIGHT MOSER | DIRECTOR Trustee or director | 2 | $0 |
| WAYNE HATCH | DIRECTOR Trustee or director | 2 | $0 |
| PAUL PETERSON | DIRECTOR Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELODIE DURFEE GATZ | PRESIDENT & CEO, TRUSTEE Trustee or director, Officer | 40 | $119,629 |
| DELIGHT MOSER | DIRECTOR Trustee or director | 2 | $0 |
| WAYNE HATCH | DIRECTOR Trustee or director | 2 | $0 |
| PAUL PETERSON | DIRECTOR Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4435 EAST HOLMES AVENUE, MESA, AZ 85206-3311
- In care of
- % RICHARD E DURFEE JR
- Principal officer (990 for 2024)
- MELODIE GATZ, 4435 EAST HOLMES AVENUE, MESA, AZ 85206
- Signed the 990
- MELODIE DURFEE GATZ, PRESIDENT & CEO
- Phone
- (602) 704-1000
- Website
- WWW.LEGACYGLOBAL.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
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.
Program accomplishments
- 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.Expenses $8,807,652 · grants $8,148,994
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-1440662
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $266,686,085
- Income (IRS master file)
- $17,649,101
Revocation and reinstatement
- Exemption revoked
- May 15, 2011
- Posted by the IRS
- February 22, 2012
- Reinstated
- Effective May 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $17,649,101 | $9,473,186 | $266,686,085 | IRS |
| 990 | December 2023 | $5,210,414 | $6,921,879 | $260,610,654 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-1440662).
Questions about LEGACY GLOBAL FOUNDATION INC
- What is the EIN of LEGACY GLOBAL FOUNDATION INC?
- The employer identification number (EIN) of LEGACY GLOBAL FOUNDATION INC is 37-1440662.
- Is LEGACY GLOBAL FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2011 and reinstated it effective May 15, 2011.
- Are donations to LEGACY GLOBAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY GLOBAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY GLOBAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY GLOBAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LEGACY GLOBAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names MELODIE GATZ.
- Who are the officers and directors of LEGACY GLOBAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $40,000 (MELODIE GATZ, CEO).
- How much revenue does LEGACY GLOBAL FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $17,649,101, expenses of $9,473,186 and total assets of $266,686,085 at year end.
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- NEWMAN AND ZENETH WARD FAMILY FOUNDATION EIN 87-0640485 · last filed 990 for 2024
- THE IBIS FOUNDATION EIN 20-3503202 · last filed 990-PF for 2025
- MILLER FAMILY CHARITABLE FOUNDATION EIN 85-1261177 · last filed 990-PF for 2024
- MESA UNITED WAY INC EIN 46-4747933 · last filed 990 for 2025
All nonprofits in MESA · Arizona · Philanthropy, voluntarism and grantmaking foundations