Public Charity

THE LEGACY FUND

THE LEGACY FUND is a nonprofit organization categorized as Public Charity based in SANTA ANA, CA. Its most recent IRS filing (2025) reports revenue of $6.4M, expenses of $4.1M, total assets of $73.4M. Imperigo tracks 5 reported grant relationships connected to this organization totaling approximately $5.8M.

EIN: 460504300 SANTA ANA, CA Latest filing: 2025
Total Revenue$6.4M
Total Expenses$4.1M
Total Assets$73.4M
Grant Records5
Funding Total$5.8M
Filing Years2021–2025

Mission

TO BENEFIT THE ORANGE COUNTY SCHOOL OF THE ARTS (OCSA) AND THE ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION.

Sample Grants Received

2024
FINANCIAL SUPPORT OF CAPITAL CAMPAIGN
$1,030,500
2023
FINANCIAL SUPPORT OF CAPITAL CAMPAIGN
$832,500
2022
FINANCIAL SUPPORT OF CAPITAL CAMPAIGN
$1,054,331
$2,828,425

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

PRESIDENT Bernard Schneider
COO (AS OF JULY 2024) Gregory Endelman
DIRECTOR Kurt Busch
SECRETARY Mary Finlay
CFO Matt Dearmey
FORMER COO (THROUGH JUNE 2024) Steve Wagner

Officer compensation and complete director data available with membership.

Top Grant Purposes

FINANCIAL SUPPORT OF CAPITAL CAMPAIGN
$2,917,331 3 grants
FINANCIAL SUPPORT
$2,828,425 1 grant
Unspecified
$5,707 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $6.4M $4.1M $73.4M
2024 $5.7M $4.9M $67.9M
2023 $6.0M $5.2M $69.2M
2022 $7.8M $4.9M $64.7M
2021 $12.3M $4.1M $63.7M

Between 2021 and 2025, reported annual revenue declined from $12.3M to $6.4M (-48%), with total assets most recently reported at $73.4M.

Interactive year-over-year charts and full filing details available with membership.

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