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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Global Heritage Fund

Transforming Local Communities by Investing in Global Heritage

two stars

74.92

220 Montgomery Street Suite 1029
San Francisco, CA 94104
tel: (415) 654-5572   Web Site
EIN: 20-5009512

Board Leadership
Ro King
Chair

CEO
Nada Hosking
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 74.92 two stars
  Financial 64.54 one star
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Global Heritage Fund's mission is to transform local communities by investing in global heritage. Global Heritage Fund's work intersects with today's most pressing global issues including economic disparity, gender inequality, environmental stewardship and sustainable travel. Global Heritage Fund encourages local communities to play a pivotal role in their own economic and social development through cultural preservation of tangible and intangible heritage.

Global Heritage Fund's mission is to transform local communities by investing in global heritage. Global Heritage Fund's work intersects with today's most pressing global issues including economic disparity, gender inequality, environmental stewardship and sustainable travel. Global Heritage Fund encourages local communities to play a pivotal role in their own economic and social development through cultural preservation of tangible and intangible heritage.

Financial

one star

64.54

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
65.9%
  Administrative Expenses 15.6%
  Fundraising Expenses 18.3%
  Fundraising Efficiency $0.19
  Working Capital Ratio (years) 0.53
  Program Expenses Growth -12.1%
  Liabilities to Assets 13.3%
All data for Financial Performance Metrics calculations was provided by Global Heritage Fund on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Global Heritage Fund on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Global Heritage Fund (CA) 74.92 two stars
Archaeology Southwest (AZ) 97.11 four stars
The Mount (MA) 89.33 three stars
The Royal Oak Foundation (NY) 92.23 four stars
Morven Museum & Garden (NJ) 92.14 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,460,117
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $18,505
Total Contributions $1,478,622
   Program Service Revenue $0
Total Primary Revenue $1,478,622
   Other Revenue $973
TOTAL REVENUE $1,479,595
   
EXPENSES  
   Program Expenses $1,030,201
   Administrative Expenses $288,885
   Fundraising Expenses $365,655
TOTAL FUNCTIONAL EXPENSES $1,684,741
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-205,146
   
Net Assets $960,405

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Identifying Cultural Heritage Sites $788,320 76.5%
Amal In Heritage $195,282 19.0%
Conservation $26,624 2.6%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 07/01/2020 74.92 two stars
2017-12 03/01/2019 77.16 two stars
2016-12 07/01/2018 73.32 two stars
2015-12 08/01/2017 71.16 two stars
2015-12 07/01/2017 69.40 one star
2014-12 06/01/2016 73.74 two stars
 
CN 2.0
2013-12 08/01/2015 69.00 one star
2012-12 06/01/2014 74.62 two stars
2011-12 06/01/2013 68.69 one star
2010-12 10/01/2012 74.39 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 20-5009512
Name in IRS Master File GLOBAL HERITAGE FUND
NTEE Code V21
NTEE Classification Anthropology, Sociology
NTEE Type Social Science Research Institutes, Services
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 2006
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$180,075 10.68% Stefaan Poortman CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Global Heritage Fund (CA) 74.92 two stars
George Washington's Mount Vernon (VA) 89.03 three stars
Historic Columbia (SC) 91.45 four stars
Archaeological Conservancy (NM) 89.88 three stars
Blithewold (RI) 85.07 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Global Heritage Fund
220 Montgomery Street
Suite 1029
San Francisco, CA 94104
tel: (415) 654-5572
EIN: 20-5009512

Visit Web Site

Board Leadership

Ro King
Chair

CEO

Nada Hosking
Executive Director

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