EIN 33-0620685

Legacy Endowment - The Community Foundation

IRS 501(c) type
501(c)(3)
Num. employees
2
Year formed
1994
Most recent tax filings
2023-06-01
NTEE code, primary
Description
Legacy Endowment - The Community Foundation is a community foundation in Bonsall, CA whose mission is: Connecting people to causes that matter in North County San Diego and beyond.
Total revenues
$1,027,216
2023
Total expenses
$895,005
2023
Total assets
$13,375,044
2023
Num. employees
2
2023

Program areas at Legacy Endowment - The Community Foundation

the Foundation makes grants from the various endowments, donor-advised, special projects and pass-thru funds that it holds. Legacy endowment...the Community Foundation is committed to improving the quality of life in the fallbrook and greater san diego area by supporting local charities in the following areas: arts/culture, education/training, health & human services, medical research, senior causes and programs for the disabled. the Foundation has an understanding of the needs of the Community and can connect the donor with those non-profit organizations that can meet those needs.
the Foundation grants scholarships for students attending institutions of higher education and vocation/technical education institutions. All scholarships are paid directly to the educational institution.
Administration costs allocated to program service expenses.

Grants made by Legacy Endowment - The Community Foundation

GranteeGrant descriptionAmount
St Madeleine Sophie's Center (SMSC)Charitable$146,340
Fallbrook Music Society$44,139
The Elizabeth Hospice FoundationCharitable$39,686
...and 20 more grants made totalling $518,757

Personnel at Legacy Endowment - The Community Foundation

NameTitleCompensation
Rachel MasonPast Chair$0

Financials for Legacy Endowment - The Community Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$679,214
Program services$0
Investment income and dividends$303,267
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-85,762
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$130,497
Total revenues$1,027,216

Form 990s for Legacy Endowment - The Community Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062023-05-11990View PDF
2021-062022-07-18990View PDF
2020-062022-05-18990View PDF
2019-062021-01-21990View PDF
...and 9 more Form 990s

Organizations like Legacy Endowment - The Community Foundation

OrganizationLocationRevenue
Community Foundation of Tompkins CountyIthaca, NY$3,615,013
Johnson County Community FoundationFranklin, IN$5,075,535
Alamance Community FoundationBurlington, NC$4,057,526
Community Foundation of Pulaski CountyWinamac, IN$1,055,482
Bartlesville Community FoundationBartlesville, OK$2,300,669
LaGrange County Community FoundationLagrange, IN$2,964,720
The Community Foundation for Crawford CountyBucyrus, OH$1,920,817
Community Foundation of Marquette CountyMarquette, MI$2,330,416
Moline Regional Community FoundationMoline, IL$2,051,829
Minot Community FoundationMinot, ND$1,764,176
Data update history
December 22, 2024
Updated personnel
Identified 2 new personnel
August 7, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 22, 2024
Updated personnel
Identified 1 new personnel
October 25, 2023
Received grants
Identified 1 new grant, including a grant for $5,000 from American Endowment Foundation
July 8, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Grantmaking organizationsCommunity foundationsCharities
Issues
Community improvement
Characteristics
Operates donor advised fundsProvides grantsState / local levelEndowed supportTax deductible donationsAccepts online donations
General information
Address
5256 S Mission Rd Suite 1210
Bonsall, CA 92003
Metro area
San Diego-Chula Vista-Carlsbad, CA
County
San Diego County, CA
Website URL
legacyendowment.org/ 
Phone
(760) 941-8646
IRS details
EIN
33-0620685
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1994
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
095012
FTB Entity ID
1892880
AB 488 data last updated ("as-of") date
2025-03-05
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