NonprofitsHorizons Foundation

Community Improvement & Capacity Building

Horizons Foundation

SAN FRANCISCO, CA

Total revenue

$25.1M

Total expenses

$9.8M

Net assets

$64.4M

Grants received

$13.2M

135 grants

EIN

942686530

Tax year

2023

Mission

To support nonprofits serving and advocating for LGBTQ people through grantmaking and programs; to increase philanthropic giving to LGBTQ causes; and to secure the future for LGBTQ generations generations to come.

Programs

2 programs

Promoting Philanthropy: A lack of financial resources has long limited the capacity of nonprofit organizations to meet the varied and serious needs of the LGBTQ community, both in the Bay Area and beyond. Horizons is committed to bridging this gap not only through grantmaking but also by increasing community giving. This work included: (A) Horizons promoted giving by LGBTQ people for LGBTQ causes by offering expert seminars to educate donors and the LGBTQ community about current issues, giving strategies, and funding opportunities. (B) The foundation convened and worked with scores of financial and legal advisors serving the LGBTQ community in the San Francisco Bay Area. (C) Horizons also worked with individual donors to define their philanthropic goals and develop giving strategies for both life-time and legacy gifts. (D) Horizons led national Give Out Day, the only national day of giving for the LGBTQ community, which raised over $1,272,886 for LGBTQ organizations - and more than $10 million over nine years - across the country. (E) The Foundation led innovative research and testing efforts to strengthen the fundraising capabilities of LGBTQ nonprofits in the Bay Area and across the country.

Expenses: $731KGrants: $62K

Securing the LGBTQ Future: There is a significant opportunity to bring additional financial resources to the LGBTQ community through legacy giving (giving from donors' estates). Horizons has long been a regional and national leader in efforts to realize this opportunity. In the Bay Area, the foundation continually promoted legacy giving as a way for donors - larger or smaller - to have profound impact through a legacy gift. We also continued to build the LGBTQ Community Endowment Fund to provide permanent resources for promoting rights and well-being of LGBTQ people. The Endowment is being built almost entirely through estate gifts, and more than 380 people have informed Horizons that the foundation is included in their estates. On a national level, Horizons continued to lead development of the groundbreaking National LGBTQ Legacy Giving Initiative. This unprecedented initiative is designed to help other communities across the country also realize the opportunity in legacy giving.

Expenses: $62K

Financials

FY 2023

Revenue

Contributions & grants$22.9M
Program service revenue$5K
Investment income$2.2M
Other revenue
Total revenue$25.1M

Expenses

Grants paid$6.9M
Salaries & benefits$1.5M
Fundraising$425K
Other expenses$1.4M
Total expenses$9.8M
Total assets$66.8M
Net assets$64.4M

People

17 listed

NameRoleCompensation

Roger Doughty

President

Board

$274K

40 hrs/wk

John Marvuglio

CFO

Board

$185K

40 hrs/wk

Jonathan Deason

Director

Board

5 hrs/wk

Chris Lim

Director

Board

5 hrs/wk

Jacob Little

Director

Board

5 hrs/wk

Tim Murray

Co-Chair

Board

5 hrs/wk

Shilpen Patel

Director

Board

5 hrs/wk

Linda Scaparotti

Director

Board

5 hrs/wk

Jane Swan

Director

Board

5 hrs/wk

Melisa Marquez

Director

Board

5 hrs/wk

Dipti Ghosh

Co-Chair

Board

5 hrs/wk

Maya Setchkova

Treasurer

Board

5 hrs/wk

Juan Barani

Secretary

Board

5 hrs/wk

Kathryn Clubb

Director

Board

5 hrs/wk

Francisco Buchting

VP of Grants, Programs & S

Staff

$173K

40 hrs/wk

Henry Pacheco

Director of Philanthropic Services

Staff

$126K

40 hrs/wk

Candace Lopez

Chief Philanthropic Office

Staff

$102K

40 hrs/wk

Grants received

Showing 135 of 135

FromAmountPurposeYear
$315K
OPERATIONS
2024
$158K
FOR SUPPORT OF A PERFORMING ARTS REGRANTING PROGRAM
2024
$100K
CORE SUPPORT FOR THE NATIONAL LGBTQ PLANNED GIVING INITIATIVE
2024
$75K
ORGANIZATION SUPPORT
2024
$25K
General Nonprofit Support
2024
$10K
FOR JULY MUNOZ SPIRIT AWARD TO PROMOTE LGBTQ COMMUNITY BUILDING IN THE BAY AREA
2024
$10K
FOR HORIZONS FOUNDATION'S ANNUAL GALA
2024
$10K
ANNUAL BOARD DISCRETIONARY
2024
$10K
ANNUAL BOARD DISCRETIONARY
2024
$10K
ANNUAL BOARD DISCRETIONARY
2024
$2.0M
CIVIL RIGHTS/SOCIAL ACTION/ADVOCACY
2023
$539K
TO STRENGTHEN A CULTURE OF LGBT GIVING IN THE BAY AREA AND MAKE CAPACITY BUILDING RE-GRANTS TO FORMER FUND GRANTEES; FOR A PLANNED GIVING INITIATIVE TO STRENGTHEN LGBT ORGANIZATIONS NATIONWIDE; TO INCREASE THE NUMBER OF INDIVIDUALS MAKING SMALL DOLLAR DONATIONS; FOR THE FUND'S 70TH ANNIVERSARY.
2023
$405K
FOR CORE OPERATING SUPPORT TO BRING WELLNESS AND CRITICAL RESOURCES TO UNDERSERVED AND MARGINALIZED LGBTQ+ POPULATIONS IN THE BAY AREA.
2023
$250K
NATIONAL LGBTQ PLANNED GIVING INITIATIVE
2023
$250K
TO SUPPORT THE NATIONAL LGBT PLANNED GIVING INITIATIVE
2023
$175K
Charitable
2023
$158K
FOR SUPPORT OF A PERFORMING ARTS REGRANTING PROGRAM
2023
$152K
PROGRAM ASSISTANCE
2023
$140K
PUBLIC, SOCIETAL BENEFIT
2023
$109K
PUBLIC, SOCIETAL BENEFIT
2023
$42K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$37K
FOR GIVE OUT AND GENERAL SUPPORT.
2023
$25K
General Nonprofit Support
2023
$20K
SOUTHERN LEADERBOARD - GIVE OUT DA
2023
$18K
For grant recipient's exempt purposes
2023
$15K
GENERAL OPERATING SUPPORT
2023
$10K
SPONSORSHIP FOR THE HORIZON FOUNDATION'S 2023 GALA
2023
$10K
TO SUPPORT NONPROFITS SERVING AND ADVOCATING FOR LGBTQ PEOPLE TO LIVE FULLY AND FREELY
2023
$10K
GENERAL SUPPORT
2023
$10K
TO SUPPORT NONPROFITS SERVING AND ADVOCATING FOR LGBTQ PEOPLE TO LIVE FULLY AND FREELY
2023
$10K
TO SUPPORT NONPROFITS SERVING AND ADVOCATING FOR LGBTQ PEOPLE TO LIVE FULLY AND FREELY
2023
$2K
HELP IMPROVE LIVES OF LGBT COMMUNITYRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION
2023
$2.0M
CIVIL RIGHTS/SOCIAL ACTION/ADVOCACY
2022
$275K
OPERATIONS
2022
$250K
NATIONAL LGBTQ PLANNED GIVING INITIATIVE
2022
$160K
Charitable
2022
$158K
FOR SUPPORT OF A PERFORMING ARTS REGRANTING PROGRAM
2022
$143K
TO STRENGTHEN A CULTURE OF LGBT GIVING IN THE BAY AREA AND MAKE CAPACITY BUILDING RE-GRANTS TO FORMER FUND GRANTEES.
2022
$125K
PUBLIC, SOCIETAL BENEFIT
2022
$65K
COMMUNITY & HUMAN SERVICES
2022
$39K
PROGRAM ASSISTANCE
2022
$35K
ADVISED - FOR GENERAL OPERATING SUPPORT. ADVISED - FOR GENERAL SUPPORT.
2022
$20K
SOUTHERN LEADERBOARD - GIVE OUT DA
2022
$16K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$13K
For grant recipient's exempt purposes
2022
$10K
JULY MUNOZ TRIBUTE FUND
2022
$10K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2022
$10K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2022
$10K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2022
$10K
SPONSORSHIP FOR THE 2022 GALA
2022
$10K
FOR CORE OPERATING SUPPORT TO SPONSOR THE LEVI STRAUSS FOUNDATIONS LEGACY OF SUPPORT FOR THE LGBTQ COMMUNITY IN CALIFORNIA.
2022
$7K
PUBLIC, SOCIETAL BENEFIT
2022
$5K
UNRESTRICTED
2022
$5K
In support of Horizons Foundation
2022
$5K
UNRESTRICTED
2022
$5K
For support of California activities
2022
$2K
HELP IMPROVE LIVES OF LGBT COMMUNITYRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION
2022
$1.0M
CIVIL RIGHTS/SOCIAL ACTION/ADVOCACY
2021
$100K
Charitable
2021
$76K
PUBLIC, SOCIETAL BENEFIT
2021
$75K
CHARITABLE DONATION
2021
$30K
ADVISED - FOR GENERAL OPERATING SUPPORT.
2021
$26K
For grant recipient's exempt purposes
2021
$26K
For grant recipient's exempt purposes
2021
$10K
GENERAL CONTRIBUTION
2021
$10K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2021
$10K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2021
$10K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2021
$10K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2021
$10K
SPONSORSHIP FOR THE GALA
2021
$8K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2021
$5K
Support and sponsorship of annual fundraising event along with various expenses relating to meetings, etc., for organization that provides community based support for LGBT organizations.
2021
$2K
HELP IMPROVE LIVES OF LGBT COMMUNITYRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION
2021
$150K
FOR SUPPORT OF A PERFORMING ARTS REGRANTING PROGRAM
2020
$150K
Charitable
2020
$125K
PUBLIC, SOCIETAL BENEFIT
2020
$100K
RAPID RESPONSE FUNDING ADDRESSING THE COVID-19 PUBLIC HEALTH CRISIS IN SUPPORT OF HEALTHY FAMILIES AND COMMUNITIES IN CALIFORNIA
2020
$91K
PUBLIC/SOCIETY BENEFIT
2020
$65K
CAPACITY BUILDING FOR COVID-19 RESPONSE
2020
$65K
TO SUPPORT LGBT EXECUTIVE DIRECTORS IN THE BAY AREA AND INCREASE GIVING TO THE LGBT COMMUNITY NATIONWIDE
2020
$61K
General Nonprofit Support
2020
$40K
COMMUNITY & HUMAN SERVICES
2020
$40K
LGBTQ Covid19 Responsive Emergency Fund
2020
$32K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$20K
Support and sponsorship of annual fundraising event along with various expenses relating to meetings, etc., for organization that provides community based support for LGBT organizations.
2020
$20K
ADVISED - FOR GENERAL OPERATING SUPPORT.
2020
$20K
GIVE OUT DAY 2020
2020
$15K
For support of California activities
2020
$14K
For grant recipient's exempt purposes
2020
$11K
GENERAL OPERATING SUPPORT
2020
$10K
SPONSORSHIP FOR THE GALA
2020
$8K
PUBLIC, SOCIETAL BENEFIT
2020
$5K
FOR THE PRIDE FUND
2020
$5K
UNRESTRICTED
2020
$5K
FOR ITS 40TH ANNIVERSARY
2020
$3K
For sponsorship of 2020 events
2020
$2K
HELP IMPROVE LIVES OF LGBT COMMUNITYRELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSE OF TAX EXEMPT ORGANIZATION
2020
$141K
PUBLIC, SOCIETAL BENEFIT
2019
$75K
PLANNED GIVING INITIATIVE
2019
$51K
PUBLIC/SOCIETY BENEFIT
2019
$41K
Charitable Donation
2019
$40K
TO SUPPORT AND ADVANCE THE FIELD OF PHILANTHROPY THROUGH SPONSORSHIP OF HORIZONS FOUNDATIONS 40TH ANNIVERSARY.
2019
$30K
FOR HORIZON'S EFFORTS TO SUPPORT LGBTQ ORGANIZATIONS DURING AND AFTER THE COVID-19 PANDEMIC. FOR THE LGBTQ COVID-19 RESPONSE EMERGENCY FUND.
2019
$17K
For grant recipient's exempt purposes
2019
$16K
PUBLIC, SOCIETAL BENEFIT
2019
$12K
PROVIDE GENERAL OPERATING SUPPORT
2019
$5K
HORIZONS PROVIDES SUPPORT (FINANCIAL GRANTS AND MANAGEMENT GUIDANCE) TO OTHER QUALIFYING TAX EXEMPT ORGANIZATIONS IN THE LGBTQ COMMUNITY
2019
$3K
Support and sponsorship of annual fundraising event along with various expenses relating to meetings, etc., for organization that provides community based support for LGBT organizations.
2019
$98K
PUBLIC, SOCIETAL BENEFIT
2018
$35K
FOR GENERAL SUPPORT, FOR THE NOW AND FOREVER CAMPAIGN.
2018
$30K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2018
$13K
For grant recipient's exempt purposes
2018
$5K
UNRESTRICTED
2018
$5K
TO PROMOTE THE LGBTQ COMMUNITY IN THE SAN FRANCISCO BAY AREA AND BEYOND
2018
$402K
SOCIAL SERVICES/SOCIAL BENEFITS
2017
$258K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$165K
FOR THE LGBT PERMANENT ENDOWMENT FUND, FOR THE 2018 GIVE OUT DAY LEADERBOARDS, GIVEN TOWARD THE NOW AND FOREVER FUND, TO SUPPORT HORIZONS FOUNDATION FOR NO HATE SAN FRANCISCO, FOR NO HATE SF.
2017
$45K
PUBLIC/SOCIETY BENEFIT
2017
$20K
RELIGIOUS, CHARITABLE, EDUCATIONAL
2017
$10K
PUBLIC, SOCIETAL BENEFIT
2017
$9K
PROVIDE OPERATING SUPPORT
2017
$5K
Support of the organizations $3.5 million five-year "Now and Forever Campaign" which seeks to bolster the organization's capacity to strengthen its fundraising and grantmaking work.
2017
$450
Matching Grant
2017

Funded by

$13.2M from 39 funders · 135 grants · 2017–2024

Jewish Community Federation Of San

$5.2M · 6 grants · 2017–2023

Wellspring Philanthropic Fund Inc

$1.1M · 7 grants · 2019–2023

Donor Advised Charitable Giving Inc

$1.1M · 7 grants · 2017–2023

Evelyn And Walter Haas Jr Fund

$752K · 4 grants · 2020–2023

The William & Flora Hewlett Foundation

$624K · 4 grants · 2020–2024

American Gift Fund

$590K · 2 grants · 2022–2024

Jake Fund

$585K · 4 grants · 2020–2023

The California Wellness Foundation

$415K · 2 grants · 2022–2023

Details

EIN942686530
NTEE codeS50Z
Subsection03
Ruling date1981-03
Formed1980
Employees15
Volunteers50
HORIZONS FOUNDATION — Mission, Financials & Grants Received | Grantivo