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LEGACY FOUNDATION

Cite this

Plain text LEGACY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2020–2023. https://strategystudio.org/org/364993121. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). LEGACY FOUNDATION [Nonprofit organization profile; tax years 2020–2023]. Retrieved October 18, 2026, from https://strategystudio.org/org/364993121

MLA “LEGACY FOUNDATION.” Strategy Studio, tax years 2020–2023, https://strategystudio.org/org/364993121. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2020–2023. Data: Strategy Studio, CC BY 4.0.

2023 · Form 990 · revenue $32.8M · expenses $18.0M · assets $89.5M

EIN
36-4993121
Address
122 COMMERCE ST, MONTGOMERY, AL 36104-2538
NTEE code
A12
Subsection
501(c)(3)
Ruling year
2021
Cross-check
ProPublica Nonprofit Explorer

Mission

THE LEGACY FOUNDATION IS A CHARITABLE, CULTURAL AND EDUCATIONAL NONPROFIT ESTABLISHED TO PROMOTE A DEEPER UNDERSTANDING OF AMERICA'S HISTORY BY SUPPORTING CULTURAL INSTITUTIONS, EDUCATIONAL PROJECTS AND INITIATIVES, AND PROJECT SUPPORT DEDICATED TO THIS PURPOSE.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

5 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Tera Duvernay SECRETARY/TREASURER2020-2023 $171,019$343,149 1
Sia Sanneh DIRECTOR2020-2023 $133,544$262,971 1
Sonia Kapadia DIRECTOR2023 $143,167$143,167 2
Randall Susskind DIRECTOR2023 $81,953$81,953 1
Bryan Stevenson PRESIDENT2020-2023 $8,155$16,297 3

People by year

2023 · 5 people listed · 5 paid, $538K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERA DUVERNAY SECRETARY/TREASURER20 $0$147,962$23,057 $171,0191
SONIA KAPADIA DIRECTOR20 $0$120,110$23,057 $143,1672
SIA SANNEH DIRECTOR20 $0$127,780$5,764 $133,5441
RANDALL SUSSKIND DIRECTOR20 $0$58,896$23,057 $81,9531
BRYAN STEVENSON PRESIDENT20 $0$0$8,155 $8,1553
2022 · 3 people listed · 3 paid, $310K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERA DUVERNAY SECRETARY/TREASURER20 $0$149,105$23,025 $172,1301
SIA SANNEH DIRECTOR20 $0$129,427$0 $129,4271
BRYAN STEVENSON PRESIDENT20 $0$0$8,142 $8,1423
2021 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SIA SANNEH DIRECTOR20 $0$0$0 $01
BRYAN STEVENSON PRESIDENT20 $0$0$0 $03
TERA DUVERNAY SECRETARY/TREASURER20 $0$0$0 $01
2020 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SIA SANNEH DIRECTOR20 $0$0$0 $01
BRYAN STEVENSON PRESIDENT20 $0$0$0 $03
TERA DUVERNAY SECRETARY/TREASURER20 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 4 grants to organizations · $650K
2022 · 3 grants to organizations · $225K

Listed grants add up to $225,000; the return's “grants paid” expense line says $228,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 1 grant to organizations · $100K

Listed grants add up to $100,000; the return's “grants paid” expense line says $124,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990 period ending 2024-09-30 · view filing · original 990 ↗
$32,842,528$17,994,175 $89,485,200$89,485,200 $30,000,000$0 $000
2022 · Form 990 period ending 2023-09-30 · view filing · original 990 ↗
$20,056,128$3,616,718 $74,636,847$74,636,847 $20,000,000$0 $000
2021 · Form 990 period ending 2022-09-30 · view filing · original 990 ↗
-$789,899$1,011,852 $58,197,437$58,197,437 $0$0 $000
2020 · Form 990 period ending 2021-09-30 · view filing · original 990 ↗
$60,000,157$969 $59,999,188$59,999,188 $60,000,000$0 $000

Funders of this organization

1 grantor reported grants to this organization, $50,000,000 in all, tax years 2022 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
EQUAL JUSTICE INITIATIVE Public charity Exact 2022-2023 2$50,000,000 2023$30,000,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
HARPER HOUSE MUSIC FOUNDATIONNYA12 $20,605,512$566,792 MANAGING DIRECTOR$48,000 Same NTEE code A12, revenue within 2x
NEW YORK FOUNDATION FOR THE ARTS INCNYA12 $24,166,286$17,412,592 CHIEF EXECUTIVE OFFICER$480,110 Same NTEE code A12, revenue within 2x
COBB COMMUNITY FOUNDATION INCGAA12 $17,662,764$7,262,977 PRESIDENT & CEO$137,082 Same NTEE code A12, revenue within 2x
KAIZEN EDUCATIONAL FOUNDATIONAZA12 $50,189,257$49,059,892 SECRETARY$136,080 Same NTEE code A12, revenue within 2x
HODDER FAMILY FOUNDATIONMNA12 $24,184,861$870,559 PRESIDENT/DIRECTOR$0 Same NTEE code A12, revenue within 2x
UNITED ARTS OF CENTRAL FLORIDA INCFLA12 $18,760,752$18,012,227 PRESIDENT & CEO$241,430 Same NTEE code A12, revenue within 2x
CULLEN TRUST FOR THE PERFORMING ARTSTXA12 $32,863,579$4,753,507 Chair$0 Same NTEE code A12, revenue within 2x
DEMOCRACY PREP PUBLIC SCHOOLSNYA12 $19,810,965$19,631,068 CEO THRU 06/30/25$477,504 Same NTEE code A12, revenue within 2x
AMERICAN PUBLIC MEDIA GROUPMNA12 $24,103,617$22,042,577 PRESIDENT & CEO$804,860 Same NTEE code A12, revenue within 2x
CHEYENNE FRONTIER DAYS INCWYA12 $26,836,258$23,328,652 CHIEF EXECUTIVE OFFICER$428,586 Same NTEE code A12, revenue within 2x
THEATRE DEVELOPMENT FUND INCNYA12 $20,416,435$19,502,342 EXECUTIVE DIRECTOR$369,600 Same NTEE code A12, revenue within 2x
GOLDEN GLOBE FOUNDATIONCAA12 $10,349,868$7,002,258 CHIEF EXECUTIVE OFFICER$369,368 Same NTEE code A12, revenue within 5x
TOWN HALL FOUNDATION INCNYA12 $7,493,827$19,195,175 EXECUTIVE DIRECTOR (THRU 08/2024)$209,277 Same NTEE code A12, revenue within 5x
FRIENDS OF TOWN HALL FOUNDATION INCNYA12 $11,112,103$53,855 PRESIDENT$0 Same NTEE code A12, revenue within 5x, similar mission
MUSIC CENTER FOUNDATIONCAA12 $14,852,023$9,084,745 PRESIDENT AND CEO$422,271 Same NTEE code A12, revenue within 5x
CIVIC CENTER FOUNDATIONOKA12 $8,997,296$8,890,138 CHIEF EXECUTIVE OFFICER$287,827 Same NTEE code A12, revenue within 5x
NEBRASKA PUBLIC MEDIA FOUNDATION INCNEA12 $11,815,012$9,631,078 PAST ASSISTANT SECRETARY$227,582 Same NTEE code A12, revenue within 5x
NEW ENGLAND FOUNDATION FOR THE ARTS INCMAA12 $10,361,415$13,768,287 EXECUTIVE DIRECTOR$238,513 Same NTEE code A12, revenue within 5x
VIRGINIA FOUNDATION FOR THE HUMANITIES AND PUBLIC POLICYVAA12 $8,302,065$7,887,024 EXECUTIVE DI$201,100 Same NTEE code A12, revenue within 5x
FIALKOW FAMILY FOUNDATIONMAA12 $11,917,268$211,486 TRUSTEE$0 Same NTEE code A12, revenue within 5x
FRIENDS OF THE NATIONAL WORLD WAR II MEMORIAL INCDCA12 $8,250,545$1,873,247 EXECUTIVE DIRECTOR$267,541 Same NTEE code A12, revenue within 5x
PHILADELPHIA CULTURAL FUND INCPAA12 $14,811,283$8,553,854 EXECUTIVE DI$150,577 Same NTEE code A12, revenue within 5x
ETV ENDOWMENT OF SOUTH CAROLINA INCSCA12 $14,606,823$12,546,958 Executive Director$308,700 Same NTEE code A12, revenue within 5x
MOVING PICTURE INSTITUTENYA12 $8,056,528$5,323,770 PRESIDENT$526,707 Same NTEE code A12, revenue within 5x
UNITED PERFORMING ARTS FUND INCWIA12 $8,250,738$8,637,173 CHIEF ADMINISTRATIVE OFFIC$168,963 Same NTEE code A12, revenue within 5x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$45,082,341235 422016–2024 NEW ENGLAND FOUNDATION FOR THE ARTS INC; ARTS MIDWEST; MID ATLANTIC ARTS INC; AUSCHWITZ-BIRKENAU MEMORIAL FOUNDATION and 38 more
ANDREW W MELLON FOUNDATION Private foundation$35,155,50033 62016–2024 NEW ENGLAND FOUNDATION FOR THE ARTS INC; NEW YORK FOUNDATION FOR THE ARTS INC; ARTS MIDWEST; MID ATLANTIC ARTS INC and 2 more
CHARLES STEWART MOTT FOUNDATION Private foundation$24,000,0005 12019–2023 FOUNDATION FOR THE FLINT CULTURAL CENTER
GREATER CINCINNATI FOUNDATION DAF sponsor$20,266,77817 22010–2024 CINCINNATI INSTITUTE OF FINE ARTS; MILLENNIUM WATER ALLIANCE
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$17,903,63676 212020–2024 MOVING PICTURE INSTITUTE; THE DUNHUANG FOUNDATION INC; NEW YORK FOUNDATION FOR THE ARTS INC; UNITED ARTS OF CENTRAL FLORIDA INC and 17 more
DORIS DUKE CHARITABLE FOUNDATION INC Private foundation$11,465,22518 22020–2024 NEW ENGLAND FOUNDATION FOR THE ARTS INC; NEW YORK FOUNDATION FOR THE ARTS INC
THE COMMUNITY FOUNDATION OF LOUISVILLE INC DAF sponsor$9,722,75616 12009–2024 FUND FOR THE ARTS INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$9,067,153211 452014–2024 UNITED ARTS OF CENTRAL FLORIDA INC; CINCINNATI INSTITUTE OF FINE ARTS; UNITED PERFORMING ARTS FUND INC; GWINNETT CHAMPIONSHIP FOUNDATION INC and 41 more
CONRAD N HILTON FOUNDATION Private foundation$9,000,0009 12019–2024 MILLENNIUM WATER ALLIANCE
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$8,436,06017 22010–2024 ARTS PARTNERSHIP; ARTS MIDWEST
ANDRE AGASSI FOUNDATION FOR EDUCATION Private foundation$8,317,7524 12017–2023 DEMOCRACY PREP PUBLIC SCHOOLS
WILLIAM M HARRIS FAMILY FOUNDATION Private foundation$7,200,5621 12024–2024 COBB COMMUNITY FOUNDATION INC
BARR FOUNDATION Private foundation$6,915,30013 32020–2024 NEW ENGLAND FOUNDATION FOR THE ARTS INC; ARTS MIDWEST; NEW YORK FOUNDATION FOR THE ARTS INC
FORD FOUNDATION Private foundation$6,752,81544 42010–2024 NEW YORK FOUNDATION FOR THE ARTS INC; THEATRE DEVELOPMENT FUND INC; TOWN HALL FOUNDATION INC; FOUNDATION FOR SOUTH ORANGE PUBLIC LIBRARY
THE WALLACE FOUNDATION Private foundation$6,010,0005 32020–2023 NEW ENGLAND FOUNDATION FOR THE ARTS INC; MID ATLANTIC ARTS INC; NEW YORK FOUNDATION FOR THE ARTS INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990 · $17,994,175 spent · pay $0 · grants $650,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SITE ENHANCEMENTS $17,093,327$17,093,327-- 95.0%
Grants to US organizations and governments $650,000$650,000-- 3.6%
Fees: investment management $138,318-$138,318- 0.8%
Insurance $102,821-$102,821- 0.6%
Office expenses $8,209-$8,209- 0.0%
Fees: legal $1,500-$1,500- 0.0%
Total$17,994,175100%

View the filing

2022 · Form 990 · $3,616,718 spent · pay $0 · grants $228,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SITE ENHANCEMENTS $3,245,263$3,245,263-- 89.7%
Grants to US organizations and governments $228,500$228,500-- 6.3%
Fees: investment management $121,853-$121,853- 3.4%
Insurance $15,140-$15,140- 0.4%
Office expenses $4,762-$4,762- 0.1%
Fees: accounting $1,200-$1,200- 0.0%
Total$3,616,718100%

View the filing

2021 · Form 990 · $1,011,852 spent · pay $0 · grants $124,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ART EXPENSE $790,705$790,705-- 78.1%
Grants to US organizations and governments $100,000$100,000-- 9.9%
Fees: investment management $87,796-$87,796- 8.7%
Grants to US individuals $24,000$24,000-- 2.4%
Insurance $7,259-$7,259- 0.7%
Fees: accounting $1,545-$1,545- 0.2%
Office expenses $547-$547- 0.1%
Total$1,011,852100%

View the filing

2020 · Form 990 · $969 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Office expenses $969-$969- 100.0%
Total$969100%

View the filing