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California · Public charity

The Legacy Fund

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

$1.4M
Granted FY2023
2
Grants FY2023
2
Organizations funded FY2023
50%
First-time grantees FY2023
Read the full brief
Median grant, FY2023
$1,000,000
Largest grant, FY2023
$1,000,000
Organizations funded a year
1 to 2
FY2017 to FY2023
States reached, FY2023
1
Total assets, FY2023
$73M

How open it is to new grantees

In FY2023, 50% of the organizations The Legacy Fund funded were first-time grantees, receiving 28% of its grant dollars.

New vs renewed · share of each year

In FY2023, 72% of grant dollars renewed an existing relationship; $395k went to new ones.

50%100%’18’21’22’23
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20232$1.4M50%
FY20221$901k0%
FY20211$750k0%
FY20181$108k0%
FY20172$350kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2023.

Education$3.5M

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Orange County School of the Arts$2,908,31362%
California School of the Arts San Gabriel Valley$395,07312%
Orange County School of the Arts Foundation$200,00017%

Compare The Legacy Fund with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Legacy Fund?

Find your warmest path to The Legacy Fund through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About The Legacy Fund

How much does The Legacy Fund give?
The Legacy Fund reported 2 grants totaling $1,395,073 in its FY2023 IRS filing. It funded between 1 and 2 organizations a year over FY2017 to FY2023.
What does The Legacy Fund fund?
By grant dollars over FY2017 to FY2023, its largest causes are Education (100%).
Who are The Legacy Fund's largest grantees?
By total granted over FY2017 to FY2023: Orange County School of the Arts ($2.9M), California School of the Arts San Gabriel Valley ($395k), Orange County School of the Arts Foundation ($200k).
Does The Legacy Fund fund new organizations?
In FY2023, 50% of the organizations it funded were first-time grantees.
Where is The Legacy Fund based?
The Legacy Fund is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 3 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2023, the most recent year this funder made grants.

Source object · view filing

Play a game based on Legacy’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home