GLOBAL HERITAGE FUND

EIN: 205009512 501(c)(3) Social Science

GLADWYNE, PA

Total Revenue
$41,383
Total Expenses
$293,914
Total Assets
$19,024
Net Assets
$17,524
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
CA
Principal Officer
REBECCA JOHNSON
Phone
9179295766
Tax Period
2023-04-01 to 2024-03-31

GLOBAL HERITAGE FUND, founded in 2006, is a micro nonprofit in the Social Science sector that reported $41K in total revenue in fiscal year 2023. Revenue fell 93% from the prior year — a significant decline worth monitoring. Expenses of $294K exceeded revenue, resulting in a 610% operating deficit.

Mission

GLOBAL HERITAGE FUND ("GHF") IS AN INTERNATIONAL NONPROFIT DEDICATED TO HELPING UNDESERVED COMMUNITIES PROTECT THEIR PAST AND EMPOWER THEIR FUTURE. ITS MISSION CENTERS ON INVESTING IN CULTURAL HERITAGE AS A STIMULUS TO SOCIAL INNOVATION AND ECONOMIC DEVELOPMENT.

Program Service Accomplishments

Program 1
Expenses: $277,301

GLOBAL HERITAGE FUND'S PROGRAMS CONFRONT THE MOST VEXING PROBLEMS FACING OUR PLANET BY CENTERING ITS WORK AROUND FIVE KEY THEMES:ECONOMIC OPPORTUNITY, ENVIRONMENTAL IMPACT, COMMUNITY TRANSFORMATION...

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GLOBAL HERITAGE FUND'S PROGRAMS CONFRONT THE MOST VEXING PROBLEMS FACING OUR PLANET BY CENTERING ITS WORK AROUND FIVE KEY THEMES:ECONOMIC OPPORTUNITY, ENVIRONMENTAL IMPACT, COMMUNITY TRANSFORMATION, INNOVATION, AND IMPACTFUL TRAVEL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $40,972
Program Service Revenue $0
Investment Income $37
Other Revenue $374
TOTAL REVENUE $41,383

Expense Breakdown

Grants Paid $220,420
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $277,301
Other Expenses $73,494
TOTAL EXPENSES $293,914

Year-over-Year Comparison

2023 2022 Change
Revenue $41,383 $589,579 -0.9%
Expenses $293,914 $945,565 -0.7%
Net Income $-252,531 $-355,986 -0.3%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
13

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$798,960
Total Directors
13
$798,960
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROSEMARY KING CHAIR 1.00
Officer Director
$0 $0 $0
BENEDICTE DE MONTLAUR PRESIDENT AND CEO 1.00
Officer Director
$0 $44,743 $456,136
REBECCA JOHNSON CHIEF FINANCIAL AND ADMIN OFFICER 1.00
Officer Director
$0 $3,510 $98,222
JONATHAN BELL VICE PRESIDENT OF PROGRAMS 1.00
Officer Director
$0 $39,955 $244,602
RUSSELL PLATT SECRETARY (TO 5/2023) 1.00
Officer Director
$0 $0 $0
ROB HARPER TREASURER (TO 5/2023) 1.00
Officer Director
$0 $0 $0
PATRICK FRANCO VICE CHAIR (TO 5/2023) 1.00
Officer Director
$0 $0 $0
GEORGE SYCIP BOARD MEMBER (TO 5/2023) 1.00
Director
$0 $0 $0
JOY OU BOARD MEMBER (TO 5/2023) 1.00
Director
$0 $0 $0
KENNETH HITZ BOARD MEMBER (TO 5/2023) 1.00
Director
$0 $0 $0
LUCIE JAY BOARD MEMBER (TO 5/2023) 1.00
Director
$0 $0 $0
DAN WINEY BOARD MEMBER (TO 5/2023) 1.00
Director
$0 $0 $0
DAUN PARIS HAUSPURG BOARD MEMBER (TO 5/2023) 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $41,383 $293,914 $19,024 $-252,531
2023 $589,579 $945,565 $325,051 $-355,986
2022 $1,507,361 $1,276,520 $834,394 $230,841
2021 $811,494 $966,745 $531,564 $-155,251
2019 $1,059,695 $1,380,514 $761,887 $-320,819
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