NonprofitsLegacy Fund

Education

Legacy Fund

SANTA ANA, CA

Total revenue

$5.7M

Total expenses

$4.9M

Net assets

$27.9M

Grants received

$7.1M

9 grants

EIN

460504300

Tax year

2023

Mission

To benefit the orange county school of the arts (ocsa) and the ocsa foundation.

Financials

FY 2023

Revenue

Contributions & grants$847K
Program service revenue$4.8M
Investment income$49K
Other revenue
Total revenue$5.7M

Expenses

Grants paid$1M
Salaries & benefits
Fundraising
Other expenses$3.9M
Total expenses$4.9M
Total assets$67.9M
Net assets$27.9M

People

4 listed

NameRoleCompensation

JOYCE CHRISTENSEN

CFO (TERM ENDED 7/10/23)

Board

2 hrs/wk

BERNARD SCHNEIDER

PRESIDENT

Board

2 hrs/wk

CAMBRIA CLINE

SECRETARY

Board

2 hrs/wk

STEVE WAGNER

CEO & VP OPERATIONS

Board

1 hrs/wk

Independent contractors

OPACIC CONSULTING GROUP

CONSULTING

$120K

Grants received

Showing 9 of 9

FromAmountPurposeYear
$833K
FINANCIAL SUPPORT OF CAPITAL CAMPAIGN
2023
$1.1M
FINANCIAL SUPPORT OF CAPITAL CAMPAIGN
2022
$2.8M
FINANCIAL SUPPORT
2021
$250K
INDIANA COMMUNITY FDN INITIATIVE
2020
$100K
INDIANA COMMUNITY FDN INITIATIVE
2020
$2M
INDIANA COMMUNITY FDN INITIATIVE
2018
$5K
SHERIDAN FUND
2018
$5K
EMPLOYEE MATCHING GIFT(S)
2018

Funded by

$7.1M from 4 funders · 9 grants · 2018–2023

Orange County School Of The Arts

$4.7M · 3 grants · 2021–2023

Lilly Endowment Inc

$2.4M · 4 grants · 2018–2020

Master Custom Builder Council Inc

$6K · 1 grant · 2022

Biddle Memorial Foundation

$5K · 1 grant · 2018

Details

EIN460504300
NTEE codeB112
Subsection03
Ruling date2004-03
Formed2004
Employees0
Volunteers4
LEGACY FUND — Mission, Financials & Grants Received | Grantivo