SRC LIVING LEGACY FOUNDATION

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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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Colin Whitby-Strevens TREASURER2020-2025 5 $0 reported 1
Judy Stratman FUND DEVELOPMENT JOINT CHAIR2022-2025 5 $0 reported 1
Terry Stratman FUND DEVELOPMENT CO-CHAIR2022-2025 3 $0 reported 1
Wade Meyercord CHAIRMAN, ASSISTANT TREASU2024-2025 5 $0 reported 1
Phyllis Meyercord DIRECTOR2024-2025 2 $0 reported 1
Marcia Chaiken SECRETARY2024-2025 3 $0 reported 1
Richard Lamb EDUCATION GRANTS CHAIR2025 5 $0 reported 1
Linda Elden (former) DIRECTOR2020-2024 1 $0 reported 1
Mark Copeland (former) DIRECTOR2024 1 $0 reported 1
Vince Martin (former) DIRECTOR2020-2023 1 $0 reported 1
Susan Carnahan (former) COMMUNICATIONS CHAIR2021-2023 2 $0 reported 1
Steve Johnson (former) CHAIRMAN & EDUCATIONAL GRANTS CHAIR2020-2023 5 $0 reported 1
Judy Corney (former) SECRETARY2022-2023 2 $0 reported 1
Janet Caputo (former) DIRECTOR2023 2 $0 reported 1
Marilyn Basham (former) SECRETARY AND EVENTS CHAIR2020-2021 2 $0 reported 1
Kathleen Roberts (former) EDUCATIONAL GRANTS CHAIR2020-2021 2 $0 reported 1
Richard Dubridge (former) CHAIRMAN2020 3 $0 reported 1
Tom Hogue (former) TREASURER2020 3 $0 reported 1
Bev Lenihan (former) FUND DEVELOPMENT CHAIR2020 5 $0 reported 1

People by year

2025 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PHYLLIS MEYERCORD DIRECTOR2 $0$0$0 $01
COLIN WHITBY-STREVENS TREASURER5 $0$0$0 $01
WADE MEYERCORD CHAIRMAN, ASSISTANT TREASU5 $0$0$0 $01
MARCIA CHAIKEN SECRETARY3 $0$0$0 $01
TERRY STRATMAN FUND DEVELOPMENT CO-CHAIR3 $0$0$0 $01
JUDY STRATMAN FUND DEVELOPMENT JOINT CHAIR5 $0$0$0 $01
RICHARD LAMB EDUCATION GRANTS CHAIR5 $0$0$0 $01
2024 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA ELDEN DIRECTOR1 $0$0$0 $01
COLIN WHITBY-STREVENS TREASURER5 $0$0$0 $01
JUDY STRATMAN EDUCATION GRANTS CHAIR5 $0$0$0 $01
TERRY STRATMAN FUND DEVELOPMENT CO-CHAIR3 $0$0$0 $01
WADE MEYERCORD CHAIRMAN, ASSISTANT TREASURER5 $0$0$0 $01
PHYLLIS MEYERCORD DIRECTOR2 $0$0$0 $01
MARK COPELAND DIRECTOR1 $0$0$0 $01
MARCIA CHAIKEN SECRETARY3 $0$0$0 $01
2023 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VINCE MARTIN DIRECTOR1 $0$0$0 $01
SUSAN CARNAHAN COMMUNICATIONS CHAIR2 $0$0$0 $01
LINDA ELDEN DIRECTOR1 $0$0$0 $01
STEVE JOHNSON CHAIRMAN & EDUCATIONAL GRANTS CHAIR5 $0$0$0 $01
JUDY CORNEY SECRETARY2 $0$0$0 $01
COLIN WHITBY-STREVENS TREASURER5 $0$0$0 $01
JUDY STRATMAN FUND DEVELOPMENT CO-CHAIR1 $0$0$0 $01
TERRY STRATMAN FUND DEVELOPMENT CO-CHAIR1 $0$0$0 $01
JANET CAPUTO DIRECTOR2 $0$0$0 $01
2022 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VINCE MARTIN CHAIRMAN, FUND DEVELOPMENT3 $0$0$0 $01
SUSAN CARNAHAN COMMUNICATIONS CHAIR AND STEWARDSHIP CHAIR2 $0$0$0 $01
LINDA ELDEN EDUCATION GRANTS COMMITTEE MEMBER1 $0$0$0 $01
STEVE JOHNSON EDUCATIONAL GRANTS CHAIR5 $0$0$0 $01
JUDY CORNEY SECRETARY2 $0$0$0 $01
COLIN WHITBY-STREVENS TREASURER4 $0$0$0 $01
JUDY STRATMAN EVENTS CO-CHAIR1 $0$0$0 $01
TERRY STRATMAN EVENTS CO-CHAIR1 $0$0$0 $01
2021 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
VINCE MARTIN CHAIRMAN, FUND DEVELOPMENT CHAIR3 $0$0$0 $01
MARILYN BASHAM SECRETARY AND EVENTS CHAIR2 $0$0$0 $01
SUSAN CARNAHAN STEWARDSHIP CHAIR2 $0$0$0 $01
LINDA ELDEN STEWARDSHIP CHAIR3 $0$0$0 $01
STEVE JOHNSON COMMUNICATIONS CHAIR1 $0$0$0 $01
KATHLEEN ROBERTS EDUCATIONAL GRANTS CHAIR2 $0$0$0 $01
COLIN WHITBY-STREVENS TREASURER4 $0$0$0 $01
2020 · 9 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD DUBRIDGE CHAIRMAN3 $0$0$0 $01
MARILYN BASHAM SECRETARY AND EVENTS CHAIR2 $0$0$0 $01
LINDA ELDEN STEWARDSHIP CHAIR3 $0$0$0 $01
STEVE JOHNSON COMMUNICATIONS CHAIR1 $0$0$0 $01
VINCE MARTIN FUND DEVELOPMENT CHAIR2 $0$0$0 $01
KATHLEEN ROBERTS EDUCATIONAL GRANTS CHAIR2 $0$0$0 $01
COLIN WHITBY-STREVENS TREASURER4 $0$0$0 $01
TOM HOGUE TREASURER3 $0$0$0 $01
BEV LENIHAN FUND DEVELOPMENT CHAIR5 $0$0$0 $01

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$439,336$166,938 $2,312,079$2,311,329 $369,469$0 $000
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$323,983$128,051 $1,880,706$1,876,696 $245,496$0 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$321,596$119,198 $1,579,153$1,578,753 $148,986$0 $000
2022 · Form 990 period ending 2022-12-31 · amended · view filing · original 990 ↗
$741,061$110,826 $1,338,257$1,335,257 $720,242$0 $000
2022 · Form 990 period ending 2022-12-31 · superseded · view filing · original 990 ↗
$741,061$110,826 $1,338,065$1,335,065 $726,341$0 $000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$184,547$125,268 $829,212$829,212 $77,122$0 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$700,283$65,011 $775,841$775,841 $657,376$0 $009

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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JOY OF SHARING FOUNDATIONCAW99 $352,488$252,731 CEO$0 Same NTEE code W99, revenue within 2x, same state
CALIFORNIA STATE GRANGE FOUNDATIONCAW99 $455,735$404,575 Director$0 Same NTEE code W99, revenue within 2x, same state
GIGAFACT FOUNDATIONCAW99 $372,579$223,573 Head of Operations$110,497 Same NTEE code W99, revenue within 2x, same state
1035 MAPLE STREET FOUNDATION INCCAW99 $533,072$6,492 DIRECTOR & TREASURER$0 Same NTEE code W99, revenue within 2x, same state
BRIGHTER UKRAINE FOUNDATION INCCAW99 $468,875$502,377 OFFICER$0 Same NTEE code W99, revenue within 2x, same state
SREEBALA FOUNDATIONCAW99 $271,611$38,087 CEO$0 Same NTEE code W99, revenue within 2x, same state
VIRSA FOUNDATION INCCAW99 $222,492$197,294 NA$0 Same NTEE code W99, revenue within 2x, same state
LIU FAMILY FOUNDATION INCCAW99 $393,389$17,252 President$0 Same NTEE code W99, revenue within 2x, same state
DOSAN MEMORIAL FOUNDATION OF AMERICASCAW99 $250,320$208,039 C.E.O.$0 Same NTEE code W99, revenue within 2x, same state
CORAL THRIFT SHOP INCCAW99 $255,377$251,324 President$0 Same NTEE code W99, revenue within 2x, same state
BRAIN REHABILITATION AND INJURY NETWORKCAW99 $603,095$604,574 President$76,440 Same NTEE code W99, revenue within 2x, same state
SAN LUIS OBISPO COUNTY BICYCLE COALITIONCAW99 $333,190$293,882 Executive Dir.$71,325 Same NTEE code W99, revenue within 2x, same state
INLAND EMPIRE HARM REDUCTIONCAW99 $706,104$652,668 INTERIM TREASURER$0 Same NTEE code W99, revenue within 2x, same state
NAPA VALLEY STATE PARKS ASSOCIATIONCAW99 $467,335$367,464 President$0 Same NTEE code W99, revenue within 2x, same state
PASSION AND PURPOSE MINISTRIESCAW99 $297,840$212,109 CEO$52,004 Same NTEE code W99, revenue within 2x, same state
DAVIS PHOENIX COALITIONCAW99 $227,167$263,577 EXECUTIVE DIRECTOR$18,002 Same NTEE code W99, revenue within 2x, same state
LORNE AND ILONA PARKER FOUNDATIONCAW99 $683,259$162,015 President, DIR$0 Same NTEE code W99, revenue within 2x, same state
THE SALVATION ARMY ALBUQUERQUE RESIDENCES INCCAW99 $463,715$466,712 DIRECTOR$323,220 Same NTEE code W99, revenue within 2x, same state
MOVE EDEN HOUSINGCAW99 $351,271$147,355 Director$0 Same NTEE code W99, revenue within 2x, same state
PRIVACY RIGHTS CLEARINGHOUSECAW99 $497,292$444,658 Executive Director$154,465 Same NTEE code W99, revenue within 2x, same state
STOCKDALE LODGE 2178CAW99 $470,680$360,204 ADMINISTRATOR$0 Same NTEE code W99, revenue within 2x, same state
AMERICANS AGAINST LEGALIZING MARIJUANACAW99 $679,992$553,233 Treasurer$23,725 Same NTEE code W99, revenue within 2x, same state
PADRES UNIDOS NPCAW99 $717,097$663,813 EXECUTIVE DIRECTOR$120,000 Same NTEE code W99, revenue within 2x, same state
IMPORTA SANTA BARBARACAW99 $782,959$477,643 Director$0 Same NTEE code W99, revenue within 2x, same state
CYBERHIVECAW99 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
TARSADIA FOUNDATION Private foundation$2,775,0008 12017–2024 JOY OF SHARING FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$2,436,50054 192016–2024 AI AND YOU ORG; UNITED CYBERSECURITY ALLIANCE INC; JOY OF SHARING FOUNDATION; FRANK J BATTAGLIA SIGNAL 13 FOUNDATION INC and 15 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$2,398,02460 202016–2024 CATACAP; OPEN ROAD GLOBAL; PILCROW FOUNDATION; SOUNDS TRUE FOUNDATION and 16 more
DRUG PREVENTION AND REHABILITATION FOUNDATION Private foundation$1,963,0006 12020–2025 AMERICANS AGAINST LEGALIZING MARIJUANA
JOHN S AND JAMES L KNIGHT FOUNDATION INC Private foundation$1,500,0003 12014–2016 TECHNOLOGY FOUNDATION OF THE AMERICAS INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,412,09634 142019–2025 FAMILY DOG & PUPPY RESCUE; BRIGHTER UKRAINE FOUNDATION INC; KINDKART INC; INCLUSIVE WORLD and 10 more
DOGWOOD HEALTH TRUST Private foundation$1,000,0001 12024–2024 CENTRALINA FOUNDATION INC
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC DAF sponsor$980,5002 12023–2024 ATLANTA JEWISH LIFE FOUNDATION INC
THE CALIFORNIA ENDOWMENT Private foundation$865,0005 22021–2024 JUST CITIES INSTITUTE; LOS AMIGOS DE LA COMUNIDAD INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$846,4338 52013–2024 JUST CITIES INSTITUTE; AI AND YOU ORG; GIGAFACT FOUNDATION; KINDKART INC and 1 more
COLUMBUS FOUNDATION DAF sponsor$744,6007 22015–2024 MARIA TIBERI FOUNDATION; PILCROW FOUNDATION
THE CHICAGO COMMUNITY TRUST DAF sponsor$742,0008 22017–2024 AMERICANS AGAINST LEGALIZING MARIJUANA; CATACAP
FOUNDATION FOR THE CAROLINAS DAF sponsor$389,7005 22017–2023 REACTION RESEARCH SOCIETY INC; CENTRALINA FOUNDATION INC
SAN FRANCISCO FOUNDATION DAF sponsor$340,0003 22020–2023 JUST CITIES INSTITUTE; MILESTONE CHARITABLE FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$340,00014 32013–2024 BRAIN REHABILITATION AND INJURY NETWORK; WYOMING FAMILY FOUNDATION; OPEN ROAD GLOBAL

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
LineAs describedTotalProgramManagementFundraisingShare
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$166,938100%

View the filing

2024 · Form 990 · $128,051 spent · pay $0 · grants $108,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$128,051100%

View the filing

2023 · Form 990 · $119,198 spent · pay $0 · grants $102,600 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$119,198100%

View the filing

2022 · Form 990 · $110,826 spent · pay $0 · grants $102,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$110,826100%

View the filing

2021 · Form 990 · $125,268 spent · pay $0 · grants $116,500 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$125,268100%

View the filing

2020 · Form 990 · $65,011 spent · pay $0 · grants $58,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$65,011100%

View the filing

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