Onward a Legacy Foundation logo

Onward a Legacy Foundation

Foundation · Grantmaker Cortez, CO EIN: 26-0045741 Website

Onward! Is a tax-exempt, non-profit community foundation organized for public charity purposes. Onward!'s mission is to provide opportunities to develop and maintain a sustainable resource base that will enhance the quality of life for residents in the four corners' communities.

Key facts about Onward a Legacy Foundation

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 filing.

EIN
26-0045741
Latest 990 filing
Form 990 filing, 2024
Annual giving (2024)
$352,992
Grants made (2024)
10
Average grant
$35,299
Median grant
$11,825
New grantees (estimate)
50% first-time grantees (5 of 10, 2024)
Total assets
$7,978,527
Primary geography
Colorado (94% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990 filing · View filing

Total Assets

$8.0M

+21.5% YoY

Annual Giving

$353K

-56.7% YoY

Grant Count

10

+11.1% YoY

Avg Grant Size

$35K

-61.0% YoY

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. 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.

About Onward a Legacy Foundation

Based on IRS filings

Onward a Legacy Foundation is a nonprofit organization focused on Education, based in Cortez, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.0M in total assets. In 2024, it awarded 10 grants totaling $353K. Net investment income was $224K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 10 itemized 2024 grant dollars.

Cities

CortezDurangoDove CreekNew MilfordPort JervisShermanWest Chester

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M10 grants20209 grants20215 grants20229 grants202310 grants2024

Grant Insights

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

Grant Size Distribution

43 grants across all recorded years

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

Giving History

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M20202021202220232024
Metric202420232022
Total Assets$7,978,527$6,567,529$5,693,377
Revenue$5,147,847$4,158,533$3,597,468
Expenses$3,846,492$3,781,548$2,572,635
Qualifying Distributions———
Net Investment Income$224,083$125,582$132,947
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

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

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 filing. 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 filing. 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 filing 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 filing.

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 filing. 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 filing. Its revenue that year was $5.1M.

What is Onward a Legacy Foundation?

Onward a Legacy Foundation is a nonprofit organization focused on Education, based in Cortez, CO. It holds $8.0M in total assets as of 2024.

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.

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