Nonprofit · EIN 33-0620685
LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION
Tax-exempt · BONSALL, CA 92003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,173,482 | $1,087,230 | $86,252 | $17,610,126 | $3,673,069 | $13,937,057 |
| June 30, 2024 | 990 | $906,407 | $1,236,652 | -$330,245 | $14,108,589 | $966,001 | $13,142,588 |
| June 30, 2023 | 990 | $1,027,216 | $895,005 | $132,211 | $13,375,044 | $1,253,275 | $12,121,769 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $43,690
- Program service revenue
- $0
- Investment income
- $928,982
- Net gain from sales of assets
- $595,351
- Other revenue
- $200,810
Expenses
- Grants and similar amounts paid
- $770,493
- Other salaries and wages
- $99,751
- Salaries, compensation and benefits (total)
- $108,035
- Professional fundraising fees
- $0
- Accounting fees
- $63,999
- Occupancy
- $8,250
- Travel
- $84
- Depreciation
- $239
- Program services (functional)
- $886,075
- Management and general (functional)
- $188,303
- Fundraising (functional)
- $12,852
Balance sheet and other
- Total assets, start of year
- $14,108,589
- Total assets, end of year
- $17,610,126
- Total liabilities, end of year
- $3,673,069
- Net assets, end of year
- $13,937,057
- Land, buildings and equipment
- $4,661
- Publicly traded securities
- $17,455,660
- Net assets with donor restrictions
- $13,937,057
- Gross receipts
- $3,128,082
- Employees
- 2
- Year formed
- 1994
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL MASON | PAST PRESIDE Trustee or director, Officer | 2 | $0 |
| WALLACE TUCKER | DIRECTOR Trustee or director | 2 | $0 |
| ROY MOOSA | PRESIDENT Trustee or director | 4 | $0 |
| LAURA HOLCK | TREASURER Trustee or director, Officer | 2 | $0 |
| MATTHEW OBERMUELLER | DIRECTOR Trustee or director, Officer | 1 | $0 |
| MICHAEL DUNLAP | VICE PRESIDE Trustee or director | 1 | $0 |
| HOWARD SALMON | DIRECTOR Trustee or director | 1 | $0 |
| LAURENE SOOPER | SECRETARY Trustee or director | 1 | $0 |
| SUSAN WOODWARD | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL MASON | PAST PRESIDE Trustee or director, Officer | 2 | $0 |
| WALLACE TUCKER | DIRECTOR Trustee or director | 2 | $0 |
| ROY MOOSA | PRESIDENT Trustee or director | 4 | $0 |
| LAURA HOLCK | TREASURER Trustee or director, Officer | 2 | $0 |
| MATTHEW OBERMUELLER | DIRECTOR Trustee or director, Officer | 2 | $0 |
| MICHAEL DUNLAP | VICE PRESIDE Trustee or director | 2 | $0 |
| HOWARD SALMON | DIRECTOR Trustee or director | 2 | $0 |
| LAURENE SOOPER | SECRETARY Trustee or director | 2 | $0 |
| SUSAN WOODWARD | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL DUNLAP | DIRECTOR Trustee or director | 2 | $0 |
| LAURA HOLCK | SECRETARY Trustee or director, Officer | 2 | $0 |
| RACHEL MASON | PRESIDENT Trustee or director, Officer | 4 | $0 |
| ROY MOOSA | VICE PRESIDE Trustee or director | 2 | $0 |
| MATTHEW OBERMUELLER | TREASURER/DI Trustee or director, Officer | 2 | $0 |
| HOWARD SALMON | DIRECTOR Trustee or director | 2 | $0 |
| WALLACE TUCKER | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5256 S MISSION RD STE 1210, BONSALL, CA 92003-3624
- Principal officer (990 for 2024)
- ROY MOOSA
- Signed the 990
- JEAN LARSEN, EXECUTIVE DIRECTOR
- Phone
- (760) 941-8646
- Website
- LEGACYENDOWMENT.ORG
- Return prepared by
- LEVERING & HVASTA CPAS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0620685 or by the name LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO ENHANCE AND PRESERVE A HIGHER QUALITY OF LIFE FOR COMMUNITIES BY FACILITATING PHILANTHROPY FOR FAMILIES, INDIVDUALS AND NONPROFITS.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0620685
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $17,610,126
- Income (IRS master file)
- $3,128,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,173,482 | $1,087,230 | $17,610,126 | XML |
| 990 | June 2024 | $906,407 | $1,236,652 | $14,108,589 | IRS |
| 990 | June 2023 | $1,027,216 | $895,005 | $13,375,044 | XML |
| 990 | June 2022 | $668,884 | $856,417 | $13,007,893 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0620685).
Questions about LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION
- What is the EIN of LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION?
- The employer identification number (EIN) of LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION is 33-0620685.
- Is LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names ROY MOOSA.
- Who are the officers and directors of LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does LEGACY ENDOWMENT-THE COMMUNITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,173,482, expenses of $1,087,230 and total assets of $17,610,126 at year end.
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All nonprofits in BONSALL · California · Philanthropy, voluntarism and grantmaking foundations