Legacy Endowment
Bonsall, CA · EIN 33-0620685. Reported 119 grants totalling $3,115,455 to 38 organizations across tax years 2020-2024, on Form 990 Schedule I.
Does this grantmaker accept applications?
Its tax return does not say, and we will not guess. Private foundations file Form 990-PF, which asks outright whether they fund only organizations they select themselves -- 78% say yes, and that one answer is what lets the rest of this site tell you which foundations are worth approaching. Grantmaking charities like this one file a regular Form 990 instead, and the IRS never puts the question to them. Anyone claiming to know the answer from the filing is inventing it.
Three things in the filing do bear on it:
- What kind of organization it is. For Legacy Endowment, the IRS classifies it as a community foundation (NTEE T31).
- How spread out its giving is. 38 distinct organizations, with 24% of the dollars going to the largest single recipient. That is genuinely spread out -- the mark of a funder making many independent decisions rather than underwriting one institution.
- How much its list changes. 86% of one year's grantees are funded again the next, across 4 year-to-year transitions. That is well above the 56% median for grantmaking charities, and above the 67% median for private foundations. It describes the organizations it already funds, not whether it would consider a new one.
How big are its grants?
The median reported grant is $14,265. Half of what it reported fell between $9,609 and $25,397; the smallest was $5,492 and the largest $335,401. If you are asking for materially more than the top of that range, you are asking the wrong organization.
Every organization it funded
This is the complete list from its filings, largest first. Recipients are grouped by the EIN the filer reported, not by name, so an organization that was typed differently in two years appears once rather than twice.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| St Madeleine Sophies Training Center | El Cajon, CA | $760,165 | 5 | 5 | 2024 |
| Boys & Girls Club of Oceanside | Oceanside, CA | $378,876 | 4 | 4 | 2023 |
| Fallbrook Music Society Inc | Fallbrook, CA | $235,065 | 5 | 5 | 2024 |
| Elizabeth Hospice | Escondido, CA | $198,214 | 5 | 5 | 2024 |
| Cabin By the Lake Inc | Cathedral Cty, CA | $186,804 | 5 | 5 | 2024 |
| Fallbrook Healthcare Foundation Inc | Fallbrook, CA | $176,805 | 5 | 5 | 2024 |
| Boys and Girls Club of Fallbrook Fo Undation | Fallbrook, CA | $163,985 | 5 | 5 | 2024 |
| Sanford Burnham Prebys Medical Discovery Institute | La Jolla, CA | $104,183 | 5 | 5 | 2024 |
| The Salvation Army | Brookhaven, GA | $78,373 | 5 | 5 | 2024 |
| Fallbrook Senior Citizens Ser Club | Fallbrook, CA | $78,300 | 5 | 5 | 2024 |
| Rady Childrens Hospital San Diego | San Diego, CA | $73,373 | 5 | 5 | 2024 |
| Son Rise Christian Fellowship | Fallbrook, CA | $73,373 | 5 | 5 | 2024 |
| University of Redlands | Redlands, CA | $73,373 | 5 | 5 | 2024 |
| Fallbrook Land Conservancy | Fallbrook, CA | $56,893 | 5 | 5 | 2024 |
| E H Angle Education and Research Foundation Inc | Modesto, CA | $43,002 | 5 | 5 | 2024 |
| Harry L Dougherty & Sakae K Tanakaorthodontic Foundation Inc | Sacramento, CA | $43,002 | 5 | 5 | 2024 |
| Childrens Hospital Los Angeles | Los Angeles, CA | $40,049 | 5 | 5 | 2024 |
| Boys & Girls Club of North County | Fallbrook, CA | $38,551 | 1 | 1 | 2024 |
| Pastor of Mission San Luis Rey Catholic Parish in Oceanside Calif | Oceanside, CA | $37,000 | 4 | 4 | 2024 |
| The Huntington Library | San Marino, CA | $34,202 | 4 | 4 | 2024 |
| Fallbrook Food Pantry | Fallbrook, CA | $32,624 | 3 | 3 | 2022 |
| California State University San Marcos Foundation | San Marcos, CA | $27,940 | 2 | 2 | 2024 |
| San Marino Community Church | San Marino, CA | $26,775 | 3 | 3 | 2023 |
| Csu San Marcos | San Marcos, CA | $22,890 | 2 | 2 | 2023 |
| Rx Ballroom Dance | Ladera Ranch, CA | $16,137 | 2 | 2 | 2024 |
| Palomar Health Foundation | Escondido, CA | $11,200 | 2 | 2 | 2023 |
| San Marino Community Church Presbyterian a Corp | San Marino, CA | $10,328 | 1 | 1 | 2024 |
| Fallbrook Food Pantry | Fallbrook, CA | $10,000 | 1 | 1 | 2023 |
| Meals-on-Wheels Greater San Diego Inc | San Diego, CA | $10,000 | 1 | 1 | 2024 |
| Neighborhood Healthcare | Escondido, CA | $10,000 | 1 | 1 | 2022 |
| T E R I Inc | Oceanside, CA | $10,000 | 1 | 1 | 2024 |
| Boys & Girls Clubs of Northwest San Diego County Inc | Solana Beach, CA | $9,623 | 1 | 1 | 2024 |
| Henry E Huntington Library & Art Gallery | San Marino, CA | $8,800 | 1 | 1 | 2023 |
| Regents Univ of California | Los Angeles, CA | $8,400 | 1 | 1 | 2024 |
| UC Davis | Davis, CA | $8,000 | 1 | 1 | 2022 |
| Cornerstone Equine Therapy Center | Caldwell, ID | $6,750 | 1 | 1 | 2021 |
| Palomar Community College | San Marcos, CA | $6,500 | 1 | 1 | 2022 |
| UC Santa Barbara | Santa Barbara, CA | $5,900 | 1 | 1 | 2020 |
25 of 38 (66%) received money in more than one year over the 5 years we hold. Remember the $5,000 floor: an organization funded every year at $3,000 shows up here as never funded at all.
What kind of organizations it funds
By the activity category the IRS assigns each recipient, for the 20 of 38 recipients we could match to a registered organization. The categories are the IRS's, not ours -- Schedule I reports the recipient's EIN, so this is a lookup rather than a name match.
Giving by year
| Tax year | Grants reported | Total | Median grant |
|---|---|---|---|
| 2020 | 21 | $374,580 | $10,056 |
| 2021 | 22 | $615,280 | $16,393 |
| 2022 | 26 | $552,522 | $12,882 |
| 2023 | 24 | $868,929 | $13,791 |
| 2024 | 26 | $704,144 | $16,262 |
Tax years, not calendar years, and the most recent year is usually incomplete -- Form 990 arrives about a year after the year it covers, so a low final year means late paperwork rather than a grantmaker winding down.
Where its money goes
97% of its giving went to organizations in California. Community foundations and federated funds are usually the most geographically bounded funders there are -- being outside the footprint is normally disqualifying in a way that a weak programme fit is not.
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Funders that support the same organizations
These grantmakers and private foundations gave to organizations this one also funded. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.
How to approach this grantmaker
- Look for a published programme first. Unlike most private foundations, organizations of this kind often do run open, deadlined grant cycles with written guidelines. Its own website is the authority on that; this page is the authority on who it has actually paid.
- Check you are its size. The median reported grant is $14,265 -- and because grants under $5,000 need not be reported, it very likely writes smaller cheques than this page can see.
- Check you are in its geography. Its giving concentrates in California.
- Read the recipient list for organizations like yours. If nothing on it resembles your work, that is a real answer and a cheap one to get.
Related guides
Where these numbers come from
Everything above is taken from Legacy Endowment's own Form 990 Schedule I filings, which the IRS publishes in bulk. We used 5 returns (tax years 2020-2024). Grant figures are from its returns. Recipient classifications, the concentration and retention figures and the funders that support the same organizations are our own calculations from them, described in how we build this.
Address of record on the latest return: 5256 S Mission Rd Ste 1210, Bonsall, CA, 92003.
EIN 33-0620685 · See the original filings on ProPublica · How we build this
Is something here wrong about your organization? Email hello@funderscope.com and we will correct it.