GOLD2023

LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION

Connecting People to Causes that Matter

aka Legacy Endowment Community Foundation   |   Bonsall, CA   |  www.legacyendowment.org

Mission

To improve the quality of life in our communities by empowering individuals, families, businesses, and our charitable partners to realize their philanthropic dreams now and for future generations. We do so through arrangements such as the creation of Donor Advised Funds, Endowed/Named Funds, Agency Funds, and Charitable Remainder Trusts that provide generous tax advantages while also perpetually funding (granting) monies to charities/nonprofits who deliver invaluable programs and critically needed services locally, statewide, and nationally.

Ruling year info

1995

Executive Director

Jean Larsen

Main address

5256 S. Mission Rd. Suite 1210

Bonsall, CA 92003 USA

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Formerly known as

The Community Foundation of North San Diego County

EIN

33-0620685

NTEE code info

Community Foundations (T31)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2022, 2021 and 2021.
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Communication

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Community Foundation

Legacy Endowment Community Foundation is an asset manager/caretaker of approximately $14.5 million. Annually, we distribute between 3.5-4.5% of those funds to non-profit organizations - primarily in the
Fallbrook/Bonsall region but also San Diego North County in general - without invading the principal of the original donation due to the excellence of three separate investment firms: Wells Fargo Advisors, Merrill Lynch, and Delphi LourdMurray. Donor Advised Funds, Named Endowments, Agency Funds, and Charitable Remainder Trusts convey grants/charitable donations in perpetuity or with a specific "sunset" date in the future.

Population(s) Served
Age groups

Where we work

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION

Board of directors
as of 06/13/2023
SOURCE: Self-reported by organization
Board co-chair

Rachel Mason

Fallbrook Health District

Term: 2021 - 2026


Board co-chair

Roy Moosa

Matt Obermueller

Seniors Helping Seniors

Marinanne Nolte

Imagine Financial

Laura Holck

Holck Law

Wallace Tucker

Civic Leader

Roy Moosa

Real Estate

Michael Dunlap

Retired CPA

Rachel Mason

Fallbrook Health District

Susan Woodward

Woodward CPA

Howard Salmon

Civic Leader

Organizational demographics

SOURCE: Self-reported; last updated 2/9/2023
info Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

Disability

Equity strategies

Last updated: 03/04/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.