SRC LIVING LEGACY FOUNDATION
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text SRC LIVING LEGACY FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/src-living-legacy-foundation-843432820. Retrieved 2026-11-03.
APA furp.org. (n.d.). SRC LIVING LEGACY FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 3, 2026, from https://furp.org/org/src-living-legacy-foundation-843432820
MLA “SRC LIVING LEGACY FOUNDATION.” furp.org, tax years 2020–2025, https://furp.org/org/src-living-legacy-foundation-843432820. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $439K · expenses $167K · assets $2.3M
- EIN
- 84-3432820
- Address
- 14500 FRUITVALE AVE BLDG 1000, SARATOGA, CA 95070-6166
- Website
- WWW.SRCLIVINGLEGACYFOUNDATION.ORG
- NTEE code
- W99
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- February 2020 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Principal officer
- RICHARD DUBRIDGE (its 2019 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2019 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 19 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
19 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Colin Whitby-Strevens | TREASURER | 2020-2025 | 5 | $0 reported | 1 |
| Judy Stratman | FUND DEVELOPMENT JOINT CHAIR | 2022-2025 | 5 | $0 reported | 1 |
| Terry Stratman | FUND DEVELOPMENT CO-CHAIR | 2022-2025 | 3 | $0 reported | 1 |
| Wade Meyercord | CHAIRMAN, ASSISTANT TREASU | 2024-2025 | 5 | $0 reported | 1 |
| Phyllis Meyercord | DIRECTOR | 2024-2025 | 2 | $0 reported | 1 |
| Marcia Chaiken | SECRETARY | 2024-2025 | 3 | $0 reported | 1 |
| Richard Lamb | EDUCATION GRANTS CHAIR | 2025 | 5 | $0 reported | 1 |
| Linda Elden (former) | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Mark Copeland (former) | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Vince Martin (former) | DIRECTOR | 2020-2023 | 1 | $0 reported | 1 |
| Susan Carnahan (former) | COMMUNICATIONS CHAIR | 2021-2023 | 2 | $0 reported | 1 |
| Steve Johnson (former) | CHAIRMAN & EDUCATIONAL GRANTS CHAIR | 2020-2023 | 5 | $0 reported | 1 |
| Judy Corney (former) | SECRETARY | 2022-2023 | 2 | $0 reported | 1 |
| Janet Caputo (former) | DIRECTOR | 2023 | 2 | $0 reported | 1 |
| Marilyn Basham (former) | SECRETARY AND EVENTS CHAIR | 2020-2021 | 2 | $0 reported | 1 |
| Kathleen Roberts (former) | EDUCATIONAL GRANTS CHAIR | 2020-2021 | 2 | $0 reported | 1 |
| Richard Dubridge (former) | CHAIRMAN | 2020 | 3 | $0 reported | 1 |
| Tom Hogue (former) | TREASURER | 2020 | 3 | $0 reported | 1 |
| Bev Lenihan (former) | FUND DEVELOPMENT CHAIR | 2020 | 5 | $0 reported | 1 |
People by year
2025 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PHYLLIS MEYERCORD | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| COLIN WHITBY-STREVENS | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| WADE MEYERCORD | CHAIRMAN, ASSISTANT TREASU | 5 | $0 | $0 | $0 | $0 | 1 |
| MARCIA CHAIKEN | SECRETARY | 3 | $0 | $0 | $0 | $0 | 1 |
| TERRY STRATMAN | FUND DEVELOPMENT CO-CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| JUDY STRATMAN | FUND DEVELOPMENT JOINT CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| RICHARD LAMB | EDUCATION GRANTS CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
2024 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LINDA ELDEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| COLIN WHITBY-STREVENS | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| JUDY STRATMAN | EDUCATION GRANTS CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| TERRY STRATMAN | FUND DEVELOPMENT CO-CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| WADE MEYERCORD | CHAIRMAN, ASSISTANT TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| PHYLLIS MEYERCORD | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARK COPELAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARCIA CHAIKEN | SECRETARY | 3 | $0 | $0 | $0 | $0 | 1 |
2023 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VINCE MARTIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CARNAHAN | COMMUNICATIONS CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| LINDA ELDEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE JOHNSON | CHAIRMAN & EDUCATIONAL GRANTS CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| JUDY CORNEY | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| COLIN WHITBY-STREVENS | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| JUDY STRATMAN | FUND DEVELOPMENT CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRY STRATMAN | FUND DEVELOPMENT CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANET CAPUTO | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VINCE MARTIN | CHAIRMAN, FUND DEVELOPMENT | 3 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CARNAHAN | COMMUNICATIONS CHAIR AND STEWARDSHIP CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| LINDA ELDEN | EDUCATION GRANTS COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE JOHNSON | EDUCATIONAL GRANTS CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| JUDY CORNEY | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| COLIN WHITBY-STREVENS | TREASURER | 4 | $0 | $0 | $0 | $0 | 1 |
| JUDY STRATMAN | EVENTS CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRY STRATMAN | EVENTS CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| VINCE MARTIN | CHAIRMAN, FUND DEVELOPMENT CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MARILYN BASHAM | SECRETARY AND EVENTS CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CARNAHAN | STEWARDSHIP CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| LINDA ELDEN | STEWARDSHIP CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE JOHNSON | COMMUNICATIONS CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN ROBERTS | EDUCATIONAL GRANTS CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| COLIN WHITBY-STREVENS | TREASURER | 4 | $0 | $0 | $0 | $0 | 1 |
2020 · 9 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD DUBRIDGE | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| MARILYN BASHAM | SECRETARY AND EVENTS CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| LINDA ELDEN | STEWARDSHIP CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE JOHNSON | COMMUNICATIONS CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| VINCE MARTIN | FUND DEVELOPMENT CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN ROBERTS | EDUCATIONAL GRANTS CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| COLIN WHITBY-STREVENS | TREASURER | 4 | $0 | $0 | $0 | $0 | 1 |
| TOM HOGUE | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| BEV LENIHAN | FUND DEVELOPMENT CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $439,336 | $166,938 | $2,312,079 | $2,311,329 | $369,469 | $0 | $0 | 0 | 0 |
| 2024 · Form 990 | ||||||||
| $323,983 | $128,051 | $1,880,706 | $1,876,696 | $245,496 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $321,596 | $119,198 | $1,579,153 | $1,578,753 | $148,986 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $741,061 | $110,826 | $1,338,257 | $1,335,257 | $720,242 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $741,061 | $110,826 | $1,338,065 | $1,335,065 | $726,341 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $184,547 | $125,268 | $829,212 | $829,212 | $77,122 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $700,283 | $65,011 | $775,841 | $775,841 | $657,376 | $0 | $0 | 0 | 9 |
Funders of this organization
6 grantors reported grants to this organization, $650,610 in all, tax years 2020 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| INDEPENDENT ORDER OF ODD FELLOWS | Public charity | Exact | 2020 | 1 | $595,410 | 2020 | $595,410 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2021-2024 | 4 | $30,800 | 2024 | $7,800 | show |
| FIFTH THIRD CHARITABLE GIFT FUND | DAF sponsor | Exact | 2020, 2022 | 2 | $12,500 | 2022 | $5,500 | show |
| THOMAS & ELLEN HOGUE FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “SRC LIVING LEGACY FOUNDATION” | 2020-2023, 2025 | 9 | $7,800 | 2025 | $1,000 | show |
| MARTIN FAMILY FOUNDATION | Private foundation | Fuzzy filed as “SRC LIVING LEGACY FOUNDATION” | 2020 | 1 | $4,000 | 2020 | $4,000 | show |
| GE FOUNDATION | Private foundation | Fuzzy filed as “SRC LIVING LEGACY FOUNDATION” | 2021 | 1 | $100 | 2021 | $100 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JOY OF SHARING FOUNDATION | CA | W99 | $352,488 | $252,731 | CEO | $0 | Same NTEE code W99, revenue within 2x, same state |
| CALIFORNIA STATE GRANGE FOUNDATION | CA | W99 | $455,735 | $404,575 | Director | $0 | Same NTEE code W99, revenue within 2x, same state |
| GIGAFACT FOUNDATION | CA | W99 | $372,579 | $223,573 | Head of Operations | $110,497 | Same NTEE code W99, revenue within 2x, same state |
| 1035 MAPLE STREET FOUNDATION INC | CA | W99 | $533,072 | $6,492 | DIRECTOR & TREASURER | $0 | Same NTEE code W99, revenue within 2x, same state |
| BRIGHTER UKRAINE FOUNDATION INC | CA | W99 | $468,875 | $502,377 | OFFICER | $0 | Same NTEE code W99, revenue within 2x, same state |
| SREEBALA FOUNDATION | CA | W99 | $271,611 | $38,087 | CEO | $0 | Same NTEE code W99, revenue within 2x, same state |
| VIRSA FOUNDATION INC | CA | W99 | $222,492 | $197,294 | NA | $0 | Same NTEE code W99, revenue within 2x, same state |
| LIU FAMILY FOUNDATION INC | CA | W99 | $393,389 | $17,252 | President | $0 | Same NTEE code W99, revenue within 2x, same state |
| DOSAN MEMORIAL FOUNDATION OF AMERICAS | CA | W99 | $250,320 | $208,039 | C.E.O. | $0 | Same NTEE code W99, revenue within 2x, same state |
| CORAL THRIFT SHOP INC | CA | W99 | $255,377 | $251,324 | President | $0 | Same NTEE code W99, revenue within 2x, same state |
| BRAIN REHABILITATION AND INJURY NETWORK | CA | W99 | $603,095 | $604,574 | President | $76,440 | Same NTEE code W99, revenue within 2x, same state |
| SAN LUIS OBISPO COUNTY BICYCLE COALITION | CA | W99 | $333,190 | $293,882 | Executive Dir. | $71,325 | Same NTEE code W99, revenue within 2x, same state |
| INLAND EMPIRE HARM REDUCTION | CA | W99 | $706,104 | $652,668 | INTERIM TREASURER | $0 | Same NTEE code W99, revenue within 2x, same state |
| NAPA VALLEY STATE PARKS ASSOCIATION | CA | W99 | $467,335 | $367,464 | President | $0 | Same NTEE code W99, revenue within 2x, same state |
| PASSION AND PURPOSE MINISTRIES | CA | W99 | $297,840 | $212,109 | CEO | $52,004 | Same NTEE code W99, revenue within 2x, same state |
| DAVIS PHOENIX COALITION | CA | W99 | $227,167 | $263,577 | EXECUTIVE DIRECTOR | $18,002 | Same NTEE code W99, revenue within 2x, same state |
| LORNE AND ILONA PARKER FOUNDATION | CA | W99 | $683,259 | $162,015 | President, DIR | $0 | Same NTEE code W99, revenue within 2x, same state |
| THE SALVATION ARMY ALBUQUERQUE RESIDENCES INC | CA | W99 | $463,715 | $466,712 | DIRECTOR | $323,220 | Same NTEE code W99, revenue within 2x, same state |
| MOVE EDEN HOUSING | CA | W99 | $351,271 | $147,355 | Director | $0 | Same NTEE code W99, revenue within 2x, same state |
| PRIVACY RIGHTS CLEARINGHOUSE | CA | W99 | $497,292 | $444,658 | Executive Director | $154,465 | Same NTEE code W99, revenue within 2x, same state |
| STOCKDALE LODGE 2178 | CA | W99 | $470,680 | $360,204 | ADMINISTRATOR | $0 | Same NTEE code W99, revenue within 2x, same state |
| AMERICANS AGAINST LEGALIZING MARIJUANA | CA | W99 | $679,992 | $553,233 | Treasurer | $23,725 | Same NTEE code W99, revenue within 2x, same state |
| PADRES UNIDOS NP | CA | W99 | $717,097 | $663,813 | EXECUTIVE DIRECTOR | $120,000 | Same NTEE code W99, revenue within 2x, same state |
| IMPORTA SANTA BARBARA | CA | W99 | $782,959 | $477,643 | Director | $0 | Same NTEE code W99, revenue within 2x, same state |
| CYBERHIVE | CA | W99 | $418,603 | $372,291 | DIRECTOR, PRES | $0 | Same NTEE code W99, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $166,938 spent · pay $0 · grants $142,800 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $134,800 | $134,800 | - | - | 80.7% | |
| Fees: investment management | $16,062 | - | $16,062 | - | 9.6% | |
| Office expenses | $8,076 | - | $8,076 | - | 4.8% | |
| Grants outside the US | $8,000 | $8,000 | - | - | 4.8% | |
| Total | $166,938 | 100% |
2024 · Form 990 · $128,051 spent · pay $0 · grants $108,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $105,750 | $105,750 | - | - | 82.6% | |
| Fees: investment management | $13,495 | - | $13,495 | - | 10.5% | |
| Office expenses | $6,556 | - | $6,556 | - | 5.1% | |
| Grants outside the US | $2,250 | $2,250 | - | - | 1.8% | |
| Total | $128,051 | 100% |
2023 · Form 990 · $119,198 spent · pay $0 · grants $102,600 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $102,600 | $102,600 | - | - | 86.1% | |
| Fees: investment management | $10,000 | - | $10,000 | - | 8.4% | |
| Fees: other services | $5,715 | - | $5,715 | - | 4.8% | |
| Other (as described) | INVESTMENT EXPENSES | $575 | - | $575 | - | 0.5% |
| Office expenses | $308 | - | $308 | - | 0.3% | |
| Total | $119,198 | 100% |
2022 · Form 990 · $110,826 spent · pay $0 · grants $102,500 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $102,500 | $102,500 | - | - | 92.5% | |
| Fees: investment management | $4,967 | - | $4,967 | - | 4.5% | |
| Fees: accounting | $2,780 | - | $2,780 | - | 2.5% | |
| Fees: other services | $579 | - | $579 | - | 0.5% | |
| Total | $110,826 | 100% |
2021 · Form 990 · $125,268 spent · pay $0 · grants $116,500 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $116,500 | $116,500 | - | - | 93.0% | |
| Fees: investment management | $5,576 | - | $5,576 | - | 4.5% | |
| Fees: accounting | $2,550 | - | $2,550 | - | 2.0% | |
| Fees: other services | $642 | - | $642 | - | 0.5% | |
| Total | $125,268 | 100% |
2020 · Form 990 · $65,011 spent · pay $0 · grants $58,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $58,000 | $58,000 | - | - | 89.2% | |
| Fees: investment management | $3,295 | - | $3,295 | - | 5.1% | |
| Fees: legal | $2,392 | - | $2,392 | - | 3.7% | |
| Fees: other services | $511 | - | $511 | - | 0.8% | |
| Advertising and promotion | $413 | - | $413 | - | 0.6% | |
| Fees: accounting | $400 | - | $400 | - | 0.6% | |
| Total | $65,011 | 100% |
Comments