LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION

As filed

Subsection

03

NTEE code

T31

Classification

1000

Street

5256 S MISSION RD STE 1210

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• 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 AND VETERANS. 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.

  Expenses $709,630 · Grants $709,630

• 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.

  Expenses $60,863 · Grants $60,863

• ADMINISTRATION COSTS ALLOCATED TO PROGRAM SERVICE EXPENSES.

  Expenses $115,582

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $1,173,482

  Expenses

  $1,087,230

  Contributions

  $43,690

  Grants paid

  $770,493

• 2023

  Revenue

  $906,407

  Expenses

  $1,236,652

  Contributions

  $228,169

  Grants paid

  $938,486

• 2022

  Revenue

  $1,027,216

  Expenses

  $895,005

  Contributions

  $679,214

  Grants paid

  $591,735

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $668,884

  Expenses

  $856,417

  Assets (EOY)

  $13,007,893

• 2020 · 990

  Revenue

  $428,733

  Expenses

  $654,883

  Assets (EOY)

  $14,824,762

• 2018 · 990

  Revenue

  $767,275

  Expenses

  $561,804

  Assets (EOY)

  $12,570,742

• 2017 · 990

  Revenue

  $444,069

  Expenses

  $445,031

  Assets (EOY)

  $11,988,896

• 2016 · 990

  Revenue

  $706,291

  Expenses

  $372,303

  Assets (EOY)

  $11,376,179

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $447,500

  Assets (EOY)

  $10,440,348

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

• BOYS & GIRLS CLUB OF OCEANSIDE

  $335,401

  2023 · EDUCATIONAL

• ST MADELINE SOPHIE'S CENTER

  $186,903

  2024 · CHARITABLE

• ST MADELINE SOPHIE'S CENTER

  $154,790

  2023 · CHARITABLE

• ST MADELINE SOPHIE'S CENTER

  $146,340

  2022 · CHARITABLE

• FALLBROOK MUSIC SOCIETY

  $62,545

  2024 · CHARITABLE

• CABIN BY THE LAKE ATTN MICHAEL DUNLAP

  $50,000

  2024 · CHARITABLE

• ELIZABETH HOSPICE

  $49,243

  2024 · CHARITABLE

• FALLBROOK MUSIC SOCIETY

  $46,531

  2023

• FALLBROOK MUSIC SOCIETY

  $44,139

  2022

• ELIZABETH HOSPICE

  $40,543

  2023 · CHARITABLE

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• AMERICAN ENDOWMENT FOUNDATION

  $5,000

  2022 · GENERAL OPERATING SUPPORT

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files