Private foundation (trust)EIN 311737683Est. 2000-11

LEGATUS FOUNDATION

WINSTONSALEM, NC 27104

Total Assets

$15.4M

FY 2023

Annual Giving

$697K

FY 2023

Grants Made

46

FY 2023

Avg Grant

$15K

FY 2023

Grant Range

$500–$290K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$402K

Total Expenses

$764K

Qualifying Distributions

$711K

Distributable Amount

$717K

Min. Investment Return

$722K

Undistributed Income

$715K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

46 grants

Grant sizes from minimum $500 through median $3K to maximum $290K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $801K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

141 grants

WAKE FOREST UNIVERSITY
$505K
3 grants
EVERGLADES FOUNDATION
$504K
3 grants
WINSTON-SALEM FOUNDATION
$292K
3 grants
PIEDMONT LAND CONSERVANCY
$183K
2 grants
NATURE CONSERVANCY(THE)
$159K
3 grants
HOBE SOUND COMMUNITY CHEST
$90K
3 grants
CANTERBURY SCHOOL
$51K
1 grant
UNITED WAY OF MARTIN COUNTY
$35K
3 grants

Grant Size Distribution

141 grants

<$10K
118
grants
$10–50K
10
grants
$50–250K
11
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

16 states

North Carolina
$1.1M
49% of total
Florida
$765K
35% of total
Virginia
$174K
8% of total
Wyoming
$39K
2% of total
South Carolina
$34K
2% of total
New York
$30K
1% of total
Maryland
$23K
1% of total
California
$9K
0% of total
Minnesota
$9K
0% of total
District of Columbia
$6K
0% of total

+6 more states

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LEGATUS FOUNDATION — Grants, Financials & Contact | Grantivo