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

Global Heritage Fund

Invest in the future. Preserve the past.

two stars

77.16

220 Montgomery Street Suite 1020
San Francisco, CA 94104
tel: (415) 654-5572   Web Site
EIN: 20-5009512

Board Leadership
Daniel K. Thorne
Chairman

CEO
Stefaan Poortman
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 77.16 two stars
  Financial 67.70 one star
  Accountability & Transparency 100.00 four stars
This rating was published 03/01/2019 and includes data from FY2017, the most recent 990 received at that time.

Global Heritage Fund's (GHF) mission is to protect, preserve and sustain the most significant and endangered cultural heritage sites in the developing world. Since its founding, GHF has focused its efforts in developing countries and regions on preservation and responsible development of the most important and endangered global heritage sites. GHF projects are selected using strict criteria developed by its Board of Trustees and Senior Advisory Board, and our work on each project follows a methodology termed Preservation by Design ®.

Global Heritage Fund's (GHF) mission is to protect, preserve and sustain the most significant and endangered cultural heritage sites in the developing world. Since its founding, GHF has focused its efforts in developing countries and regions on preservation and responsible development of the most important and endangered global heritage sites. GHF projects are selected using strict criteria developed by its Board of Trustees and Senior Advisory Board, and our work on each project follows a methodology termed Preservation by Design ®.

Financial

one star

67.70

Accountability & Transparency

four stars

100.00

This rating was published 03/01/2019 and includes data from FY2017, 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)
68.2%
  Administrative Expenses 14.6%
  Fundraising Expenses 17.1%
  Fundraising Efficiency $0.21
  Working Capital Ratio (years) 0.59
  Program Expenses Growth -3.6%
  Liabilities to Assets 9.1%
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) 77.16 two stars
Montpelier Foundation (VA) 86.75 three stars
Preservation Virginia (VA) 86.84 three stars
Connecticut Landmarks (CT) 87.79 three stars
Thomas Jefferson Foundation (VA) 91.32 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,102,222
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $2,102,222
   Program Service Revenue $0
Total Primary Revenue $2,102,222
   Other Revenue $3,151
TOTAL REVENUE $2,105,373
   
EXPENSES  
   Program Expenses $1,380,736
   Administrative Expenses $288,258
   Fundraising Expenses $276,286
TOTAL FUNCTIONAL EXPENSES $1,945,280
   
Payments to Affiliates $0
Excess (or Deficit) for the year $160,093
   
Net Assets $1,165,551

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 $1,147,915 83.1%
Amal In Heritage $232,821 16.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

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

Compensation % of Expenses Paid to Title
$175,000 8.99% Stefaan Poortman CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Global Heritage Fund (CA) 77.16 two stars
Blithewold (RI) 89.34 three stars
Fort Ticonderoga Association (NY) 94.39 four stars
Thomas Jefferson Foundation (VA) 91.32 four stars
World Monuments Fund (NY) 85.92 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 1020
San Francisco, CA 94104
tel: (415) 654-5572
EIN: 20-5009512

Visit Web Site

Board Leadership

Daniel K. Thorne
Chairman

CEO

Stefaan Poortman
Executive Director

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