Onward a Legacy Foundation logo

Onward a Legacy Foundation

Public charity · Grantmaker Cortez, CO EIN: 26-0045741 Website

Onward! A Legacy Foundation is a public charity based in Cortez, Colorado. It is a community foundation that provides scholarships and grants to nonprofits and administers funds whose investment earnings support charitable purposes in the Four Corners’ communities.

Onward a Legacy Foundation at a glance

In short: Onward a Legacy Foundation gave $353K across 10 grants in 2024 (avg $35K), mostly in Colorado. 50% of 2024 grantees were new. Source: 2024 IRS Form 990.

Annual giving (2024)
$352,992
-56.7% vs 2023
Grants made (2024)
10
+11.1% vs 2023
Average grant
$35,299
-61.0% vs 2023
Median grant
$11,825
Total assets
$7,978,527
+21.5% vs 2023
New grantees (estimate)
50% first-time grantees (5 of 10, 2024; small sample)
Primary geography
Colorado (94% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Onward a Legacy Foundation

How to Apply

The website describes an application process for the enhancement-grant cycle and directs applicants to submit a complete application. The 2025 guidelines list an application period, but that cycle has passed.

Review Cycle
The website lists September 1 through October 15 for the grant cycle. The 2025 guidelines give October 15, 2025 as the application deadline; this is a past deadline.
Deadline
The website lists September 1 through October 15 for the grant cycle.
Contact

Mailing address: PO Box 26, Cortez, CO 81321
Phone: (970) 565-9200
Website: https://onwardfoundation.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Onward a Legacy Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grants 5000 and under: $159KGrants 5000 and under$159KGood Samaritan Center: $91KGood Samaritan Center$91KBridge Emergency SHLTR: $33KBridge Emergency SHLTR$33KPeacefull Tomorrows: $20KPeacefull Tomorrows$20KFundamental Needs Inc: $14KFundamental Needs Inc$14KCortez Animal Shelter: $10KCortez Animal Shelter$10KMontezuma Heritage Museum: $9KMontezuma Heritage Museum$9KDurango School District 9-R: $7KDurango School District 9-R$7KFour Corners Writers: $6KFour Corners Writers$6KMontezuma Land Conservancy: $6KMontezuma Land Conservancy$6K

The largest 2024 recipient was Grants 5000 and under ($159K). Together the top 10 received $353K.

Grant Size Distribution

43 grants across all recorded years

35<$50K1$50–100K6$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 43 (81%).

Geographic Focus

Where this funder awards grants

The foundation describes its philanthropic work as serving the Four Corners’ communities. Its enhancement-grant eligibility area is Montezuma, Dolores, La Plata, Archuleta, and San Juan counties in Colorado. In filing year 2024, 94% of grant dollars went to recipients in Colorado and 6% to recipients in New York.

Grant Distribution by State

4states

Share of 2024 grant dollars across all 10 itemized grants.

Cities

CortezDurangoDove CreekNew MilfordPort JervisShermanWest Chester

Is Onward a Legacy Foundation open to new grantees?

50%

first-time grantees, 2024

In 2024, 5 of 10 grantees (50%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $11K; repeat grants $60K. How we count

Medians: $9K first-time, $33K repeat.

  • 30% of 2024 grantees were also funded in 2023. Method
  • Giving grew 55% from 2021 to 2024. Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M10 grants2020 9 grants2021 5 grants2022 9 grants2023 10 grants2024

From 2020 to 2024, annual grant giving ranged from $228K (2021) to $815K (2023). In 2024 it made 10 grants totaling $353K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Grants 5000 and under Cortez, COGeneral operations and projects$158,589
Good Samaritan Center Cortez, COFood Bank Operations$91,029
Bridge Emergency SHLTR Cortez, COSupport Emergency Shelter$32,500
Peacefull Tomorrows Port Jervis, NYGeneral Operations$20,000
Fundamental Needs Inc Cortez, COGeneral Operations$13,649
Cortez Animal Shelter Cortez, COGeneral operations$10,000
Montezuma Heritage Museum Cortez, COGneral Operations$9,300
Durango School District 9-R Durango, COGeneral Operations$6,500
Four Corners Writers Cortez, COGeneral Operations$5,925
Montezuma Land Conservancy Cortez, COFunds Are Used to Pay for Program Costs.$5,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$7,978,527$5,147,847$3,846,492$352,99210$224,083
2023$6,567,529$4,158,533$3,781,548$814,5699$125,582
2022$5,693,377$3,597,468$2,572,635$284,5095$132,947
2021$5,517,184$2,913,041$1,715,956$227,6469$553,894
2020$4,255,081$2,201,949$1,317,698$284,65510$103,028

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

Onward!’s stated mission is to provide opportunities to develop and maintain a sustainable resource base that enhances quality of life for residents of the Four Corners’ communities. Its website describes work focused on scholarships, civic beautification, social services, arts and culture, and organizational development.

The 2024 filing describes fiscal funds connected to school community youth, after-school programs, food equity, canyon lands preservation and education, and apple orchard restoration. It also reports scholarships paid to individuals through scholarship funds; those payments are distinct from grants to outside organizations.

In 2024, recipients included Fundamental Needs Inc, whose stated mission is to partner with underserved communities on access to clean drinking water, electricity, education, and vocational opportunities. Montezuma Land Conservancy describes its mission as “changing lives through land conservation by connecting people to place, forever.”

Grantmaking

In filing year 2024, Onward! reported 10 grants totaling $352,992. The grants ranged from $5,500 to $158,589, with a median of $11,824. The largest listed awards were $158,589 for “Grants 5000 and under” in Cortez, for general operations and projects; $91,029 to Good Samaritan Center for food bank operations; and $32,500 to Bridge Emergency Shelter for emergency shelter support. Other listed recipients included Peacefull Tomorrows ($20,000), Fundamental Needs Inc ($13,649), Cortez Animal Shelter ($10,000), Montezuma Heritage Museum ($9,300), Durango School District 9-R ($6,500), Four Corners Writers ($5,925), and Montezuma Land Conservancy ($5,500).

The foundation’s website describes an annual enhancement-grant cycle offering short-term, maximum one-year awards of $500 to $5,000. It says four grant fund partners participate in the cycle. Its listed 2024 winners included 34 nonprofit organizations, including Battle Rock Charter School, Community Connections, The Bridge Emergency Shelter, and The Salvation Army.

Applicants must be a project or organization located in and serving Montezuma, Dolores, La Plata, Archuleta, or San Juan County, Colorado, and must have 501(c)(3) status or qualify through another form of tax-free status, such as a government, educational, religious, or parent-organization arrangement. Applicants need an accountable governance structure, defined goals and measurable objectives, and a method for evaluating success. Requests are limited to $5,000 or less and must be spent within one year. The FAQ says only one application per organization or effort is considered each year, incomplete applications will not be considered, and a final report for a prior award must be received before applying again. Capital projects are generally excluded, although smaller equipment that can be purchased and used within the grant year may qualify.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Charles R. Forth Jr. as chief executive officer; David Coit Jr. as vice president; MB McAfee as secretary; Pete Montano as president; Youvonne Neeley as treasurer; and Jennifer Tewell, Rebecca Samulski, Laura Herrick, Jessie Farias Jr., and Casey Simpson as directors.

The website identifies Chuck R. Forth as executive director, Vanessa Malloy as executive program director, Tharimae Jones as operations manager, and Rebecca Tevault as staff accountant.

Onward a Legacy Foundation is led by Charles R Forth Jr., Chief Executive Officer since 2024 (on filings since 2020); 1 of 10 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Charles R Forth Jr.

    Chief Executive Officer

    Executive Director → Chief Executive Officer, 2024

    On filings since 2020

    20 hrs/week

    $22K (2020) → $37K (2024)

  • Pete Montano

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jessie Farias Jr.

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Laura Herrick

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Rebecca Samulski

    Director

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Casey Simpson

    Director

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Jennifer Tewell

    Director

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • David Coit Jr.

    Vice President

    Director → Vice President, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Mb McAfee

    Secretary

    Vice President → Secretary, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Youvonne Neeley

    Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

Former officers (2)
  • Former: Robby Henes (2020–2023) — Director
  • Former: Stephen Hanson (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Charles R Forth Jr — Chief Executive Officer: $37KCharles R Forth JrChief Executive Officer$37K

The highest reported compensation on the 2024 filing was $37K, to Charles R Forth Jr (Chief Executive Officer).

Frequently asked questions about Onward a Legacy Foundation

How much does Onward a Legacy Foundation give each year?

Onward a Legacy Foundation gave $353K across 10 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $815K across 9 grants.

What is Onward a Legacy Foundation's typical grant size?

Onward a Legacy Foundation's median grant in 2024 was $11,825, and its average grant was $35,299, across 10 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Onward a Legacy Foundation that year got $11K on average.

Where does Onward a Legacy Foundation give grants?

Onward a Legacy Foundation gives mostly in Colorado: 94% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was New York (6%). The most frequent recipient cities were Cortez, CO (8 grants).

Does Onward a Legacy Foundation give general operating support?

Yes: 60% of Onward a Legacy Foundation's 2024 grants with a stated purpose (6 of 10) were for general or operating support, per its 2024 IRS Form 990.

Who are Onward a Legacy Foundation's largest grantees?

Onward a Legacy Foundation's largest 2024 grantees include Grants 5000 and under ($158,589), Good Samaritan Center ($91,029) and Bridge Emergency SHLTR ($32,500), according to its 2024 IRS Form 990. Together they received 80% of its itemized 2024 grant dollars.

How large is Onward a Legacy Foundation?

Onward a Legacy Foundation reported $8.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $5.1M.

What does Onward a Legacy Foundation fund?

Onward!’s stated mission is to provide opportunities to develop and maintain a sustainable resource base that enhances quality of life for residents of the Four Corners’ communities. See mission & focus areas ↑

How do I apply for a grant from Onward a Legacy Foundation?

The website describes an application process for the enhancement-grant cycle and directs applicants to submit a complete application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Onward a Legacy Foundation's EIN?

Onward a Legacy Foundation's EIN (Employer Identification Number) is 26-0045741. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 9, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 7, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Onward a Legacy Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/onward-a-legacy-foundation-morg_699a85310bb94b6a85910263c7517708

BibTeX
@misc{grantable_260045741_2026,
  author       = {{Grantable}},
  title        = {{Onward a Legacy Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/onward-a-legacy-foundation-morg_699a85310bb94b6a85910263c7517708},
  note         = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Onward a Legacy Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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