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Nonprofit · EIN 84-3432820

SRC LIVING LEGACY FOUNDATION

Tax-exempt · SARATOGA, CA 95070

Financials

$322K$119K2023$324K$128K2024$439K$167K2025
Revenue Expenses · by fiscal year end
Financials of SRC LIVING LEGACY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$439,336$166,938$272,398$2,312,079$750$2,311,329
December 31, 2024990$323,983$128,051$195,932$1,880,706$4,010$1,876,696
December 31, 2023990$321,596$119,198$202,398$1,579,153$400$1,578,753
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$369,469
Program service revenue
$0
Investment income
$68,019
Net gain from sales of assets
$16,154
Other revenue
$1,848

Expenses

Grants and similar amounts paid
$142,800
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$142,800
Management and general (functional)
$24,138

Balance sheet and other

Total assets, start of year
$1,880,706
Total assets, end of year
$2,312,079
Total liabilities, end of year
$750
Net assets, end of year
$2,311,329
Publicly traded securities
$2,243,682
Gross receipts
$879,880
Employees
0
Volunteers
0
Year formed
2019
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PHYLLIS MEYERCORDDIRECTOR
Trustee or director
2$0
COLIN WHITBY-STREVENSTREASURER
Trustee or director, Officer
5$0
WADE MEYERCORDCHAIRMAN, ASSISTANT TREASU
Trustee or director, Officer
5$0
MARCIA CHAIKENSECRETARY
Trustee or director, Officer
3$0
TERRY STRATMANFUND DEVELOPMENT CO-CHAIR
Trustee or director
3$0
JUDY STRATMANFUND DEVELOPMENT JOINT CHAIR
Trustee or director
5$0
RICHARD LAMBEDUCATION GRANTS CHAIR
Trustee or director
5$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
LINDA ELDENDIRECTOR
Trustee or director
1$0
COLIN WHITBY-STREVENSTREASURER
Trustee or director, Officer
5$0
JUDY STRATMANEDUCATION GRANTS CHAIR
Trustee or director
5$0
TERRY STRATMANFUND DEVELOPMENT CO-CHAIR
Trustee or director
3$0
WADE MEYERCORDCHAIRMAN, ASSISTANT TREASURER
Trustee or director, Officer
5$0
PHYLLIS MEYERCORDDIRECTOR
Trustee or director
2$0
MARK COPELANDDIRECTOR
Trustee or director
1$0
MARCIA CHAIKENSECRETARY
Trustee or director, Officer
3$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
VINCE MARTINDIRECTOR
Trustee or director
1$0
SUSAN CARNAHANCOMMUNICATIONS CHAIR
Trustee or director
2$0
LINDA ELDENDIRECTOR
Trustee or director
1$0
STEVE JOHNSONCHAIRMAN & EDUCATIONAL GRANTS CHAIR
Trustee or director, Officer
5$0
JUDY CORNEYSECRETARY
Trustee or director, Officer
2$0
COLIN WHITBY-STREVENSTREASURER
Trustee or director, Officer
5$0
JUDY STRATMANFUND DEVELOPMENT CO-CHAIR
Trustee or director
1$0
TERRY STRATMANFUND DEVELOPMENT CO-CHAIR
Trustee or director
1$0
JANET CAPUTODIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
14500 FRUITVALE AVE BLDG 1000, SARATOGA, CA 95070-6166
Mailing address (990-N for 2019)
14500 FRUITVALE AVENUE, SARATOGA CA 95070
Principal officer (990 for 2025)
WADE MEYERCORD, 14500 FRUITVALE AVE APT 6153, SARATOGA, CA 95070
Principal officer (990-N for 2019)
RICHARD DUBRIDGE, 10 ALMADEN BLVD, SAN JOSE CA 95113
Signed the 990
COLIN WHITBY-STREVENS, TREASURER
Phone
(408) 741-7353
Return prepared by
SENSIBA LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 84-3432820 or by the name SRC LIVING LEGACY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO GENERATE RESOURCES WITH WHICH TO FUND THE ENRICHMENT OF THE QUALITY OF LIFE WITHIN AND AFFILIATED WITH SARATOGA RETIREMENT COMMUNITY. THE MAIN ACTIVITY OF THE LIVING LEGACY FOUNDATION IS TO PROVIDE EDUCATIONAL GRANTS TO SRC EMPLOYEES AND THEIR CHILDREN.

990 for the year ended December 31, 2025

Program accomplishments

  • LIVING LEGACY FOUNDATION'S EDUCATIONAL GRANT PROGRAM GIVES SCHOLARSHIPS TO ANYONE WHO SATISFIES THESE TWO CRITERIA:1) THEY ARE AN EMPLOYEE OF THE SARATOGA RETIREMENT COMMUNITY, OR A SON OR DAUGHTER OF AN EMPLOYEE.2.) THEY HAVE BEEN ACCEPTED FOR A PLACE OR ARE CURRENTLY WORKING TOWARDS A DEGREE IN A TWO YEAR COLLEGE OR A FOUR YEAR UNIVERSITY OR HAVE BEEN ACCEPTED FOR A PLACE OR ARE CURRENTLY WORKING ON AN APPROVED COURSE LEADING TO A CERTIFIED NURSING ASSISTANT (CNA) QUALIFICATION AND ARE A STUDENT IN GOOD STANDING.THE FOUNDATION AWARDED 51 EDUCATIONAL GRANTS IN 2025.
    Expenses $142,800 · grants $142,800

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-3432820
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
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,312,079
Income (IRS master file)
$879,880

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$439,336$166,938$2,312,079XML
990December 2024$323,983$128,051$1,880,706XML
990December 2023$321,596$119,198$1,579,153IRS
990December 2022$741,061$110,826$1,338,065IRS
990December 2021–––IRS
990December 2020–––IRS
990-N for 2019
Officer: RICHARD DUBRIDGE
December 31, 2019≤ $50,000 receipts––e-Postcard

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 84-3432820).

Questions about SRC LIVING LEGACY FOUNDATION

What is the EIN of SRC LIVING LEGACY FOUNDATION?
The employer identification number (EIN) of SRC LIVING LEGACY FOUNDATION is 84-3432820.
Is SRC LIVING LEGACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to SRC LIVING LEGACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SRC LIVING LEGACY 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 SRC LIVING LEGACY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SRC LIVING LEGACY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SRC LIVING LEGACY FOUNDATION?
The 990 for the year ended December 31, 2025 names WADE MEYERCORD.
Who are the officers and directors of SRC LIVING LEGACY FOUNDATION?
The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does SRC LIVING LEGACY FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $439,336, expenses of $166,938 and total assets of $2,312,079 at year end.

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