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Agate Legacy Fund is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 2014. The principal officer is Foundation Source. It holds total assets of $424K. Annual income is reported at $113K. Total assets have grown from $250K in 2013 to $438K in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Minnesota. According to available records, Agate Legacy Fund has made 29 grants totaling $47K, with a median grant of $500. Annual giving has grown from $10K in 2020 to $37K in 2022. Individual grants have ranged from $100 to $5K, with an average award of $2K. The foundation has supported 12 unique organizations. Grants have been distributed to organizations in Minnesota and Ohio. Contributions to this foundation are tax-deductible.
Smallest Grant
$100
Median Grant
$500
Average Grant
$2K
Largest Grant
$5K
Based on 11 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Agate Legacy Fund primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 29 grants. Its grantmaking reaches organizations primarily in MN, OH.
Agate Legacy Fund has distributed a total of $47K across 29 grants. The median grant size is $500, with an average of $2K. Individual grants have ranged from $100 to $5K.
Agate Legacy Fund typically selects its grantees rather than accepting unsolicited proposals.
Agate Legacy Fund is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Laurie H Greeno | Pres, Dir, Sec, Treas | $0 | $0 | N/A |
| Edward Greeno | VP, Dir | $0 | $0 | N/A |
Total Giving
$26K
Total Assets
$438K
Fair Market Value
$497K
Net Worth
$438K
Grants Paid
$17K
Contributions
N/A
Net Investment Income
$16K
Distribution Amount
$24K
Total Grants
29
Total Giving
$47K
Average Grant
$2K
Median Grant
$500
Unique Recipients
12
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Onevillage PartnersGeneral & Unrestricted | Minneapolis, MN | $5K | 2022 |
| Oasis For YouthGeneral & Unrestricted | Bloomington, MN | $5K | 2022 |
| Minnesota Orchestral AssociationMusic's Moment Campaign | Minneapolis, MN | $4K | 2022 |
| Case Western Reserve UniversityThe Case Western Medical School | Cleveland, OH | $1K | 2022 |
| Upturnships IncGeneral & Unrestricted | Minneapolis, MN | $1K | 2022 |
| Sisters Of St Joseph Ministries FundOasis for Women Fund | Saint Paul, MN | $500 | 2022 |
| Greater Minneapolis Crisis NurseryGeneral & Unrestricted | Minneapolis, MN | $500 | 2022 |
| Babys Space - A Place To GrowGeneral & Unrestricted | Minneapolis, MN | $500 | 2022 |
| Mind Body SolutionsGeneral & Unrestricted | Orono, MN | $500 | 2022 |
| Retrieve A Golden Of MinnesotaGeneral & Unrestricted | Minnetonka, MN | $500 | 2022 |
| American Civil Liberties Union Of Minnesota FoundaGeneral & Unrestricted | Minneapolis, MN | $100 | 2022 |
| Twin Cities RiseGeneral & Unrestricted | Minneapolis, MN | $500 | 2020 |