CHARITY BALL LEGACY FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

CHARITY BALL LEGACY FOUNDATION INC

EIN 34-2006488 · Private Grantmaking Foundations (T20)

What they do

THE MISSION of THE CHARITY BALL LEGACY FOUNDATION is to PRESERVE and SUSTAIN THE WORK of THE CHARITY BALL ASSOCIATION to SUPPORT and ENHANCE THE QUALITY of LIFE for THE CHILDREN of BEXAR COUNTY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

132.08%of revenue went to mission work75.3% of expenses · Program services

$175.49spent for every $100 of revenueSpending was higher than revenue this year.

43.41%of revenue went to management and office costs24.7% of expenses

$26.77in assets for every $1 spent this yearSome assets cannot be spent right away.

21.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $171,471 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$227,137

Mission workProgram services$300,000132.08% of revenue75.3% of expenses

ManagementOffice and general costs$98,60843.41% of revenue24.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$398,608175.49% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 75.3% mission · 24.7% management · 0.0% fundraisingTotal expenses: 175.49% of revenue

2023Expense mix: 74.6% mission · 25.4% management · 0.0% fundraisingTotal expenses: 125.88% of revenue

2022Expense mix: 72.1% mission · 27.9% management · 0.0% fundraisingTotal expenses: 21.82% of revenue

2021Expense mix: 71.3% mission · 28.7% management · 0.0% fundraisingTotal expenses: 33.80% of revenue

2020Expense mix: 0.0% mission · 30.0% management · 0.0% fundraisingTotal expenses: 16.18% of revenue

2019Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 9.80% of revenue

2018Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 33.85% of revenue

2017Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 10.13% of revenue

Money in and money out

Revenue$227,137

Expenses$398,608

Annual shortfall $171,471 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$300,000 · 75.3% of expenses

Management and office costs$98,608 · 24.7% of expenses

See all reported dollar amounts

Revenue$227,137

Expenses$398,608

Assets$10,669,931

Income$2,595,049

Contributions$47,751

Mission work (program services)$300,000

Grants given$1,350,000

Average grant$225,000

Management and general$98,608

Stocks and bonds$10,249,832

Investing fees$75,937

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (15)

ALLISON ZELLERTREASURER

BARBARA WOODMEMBER

CAROLINE SCHUPBACHVP DEVELOPMENT

DIANA MOREHOUSEVP P/R

EDWARD MOOREMEMBER

ELIZABETH BODDYVP INVESTMENTS

ESTEE KELLOGGMEMBER

JAN HILLMEMBER

JILL VASSARPRESIDENT

KATHRYN JOHNSONCHAIR EMERITUS

KELLY CAVENDERSECRETARY

KEVIN KENNEDYMEMBER

ROBERT WORTHVP GIFTS

STUART HENDRYMEMBER

VICKI MCLAUGHLINCHAIRMAN

About this charity

Recognized since: January 2004
Location: PO BOX 100145, SAN ANTONIO, TX 78201-1445
County: Bexar
In care of: % JAMES K LOWRY JR
Primary officer: ALLISON ZELLER, Treasurer

How to reach them

Phone(210) 241-4657

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: SCHRIVER CARMONA & COMPANY PLLC
NTEE classification: Private Grantmaking Foundations (T20)
IRS tax category: Private Grantmaking Foundations
Grant-giving organization: Yes