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
Who funds Legacy Endowment - The Community Foundation
Grants from foundations and other nonprofits
Personnel at Legacy Endowment - The Community Foundation
| Name | Title | Compensation | Date of data |
|---|
| Rachel Mason | President | $0 | 2024-05-15 |
| Laura Holck | Secretary / Director | $0 | 2023-06-30 |
| Matthew Obermueller | Treasurer and Director | $0 | 2023-06-30 |
| Marianne Martini Nolte | Investment Chair - - Wallace Tucker | $0 | 2022-10-17 |
| Mark Hvasta | Chair | $0 | 2021-03-17 |
| ...and 2 more key personnel |
Financials for Legacy Endowment - The Community Foundation
| Revenues | FYE 06/2023 | FYE 06/2022 | % Change |
|---|
| Total grants, contributions, etc. | $679,214 | $172,044 | 294.8% |
| Program services | $0 | $0 | - |
| Investment income and dividends | $303,267 | $335,742 | -9.7% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $-85,762 | $0 | -999% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $130,497 | $161,098 | -19% |
| Total revenues | $1,027,216 | $668,884 | 53.6% |
Organizations like Legacy Endowment - The Community Foundation
| Organization | Type | Location | Revenue |
|---|
| The Community Foundation for Crawford County | 501(c)(3) | Bucyrus, OH | $1,920,817 |
| Arctic Slope Community Foundation | 501(c)(3) | Anchorage, AK | $5,074,452 |
| Moline Regional Community Foundation | 501(c)(3) | Moline, IL | $2,051,829 |
| Montrose Community Foundation | 501(c)(3) | Montrose, CO | $479,705 |
| Orange County Community Foundation | 501(c)(3) | Paoli, IN | $1,405,966 |
| Community Foundation of Whitley County | 501(c)(3) | Columbia City, IN | $4,410,402 |
| Community Foundation of East Alabama | 501(c)(3) | Opelika, AL | $303,734 |
| Bartlesville Community Foundation | 501(c)(3) | Bartlesville, OK | $2,300,669 |
| Alamance Community Foundation | 501(c)(3) | Burlington, NC | $2,369,564 |
| Community Foundation of Pulaski County | 501(c)(3) | Winamac, IN | $2,586,798 |
Data update history
July 8, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 30, 2023
Updated personnel
Identified 3 new personnel
February 3, 2023
Posted financials
Added Form 990 for fiscal year 2021
February 3, 2023
Posted financials
Added Form 990 for fiscal year 2020
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/Â
- 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
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