Bluebird Legacy Inc
Bluebird Legacy Inc. is a private foundation based in Irvine, California. Established in 2015, the organization operates as a 501(c)(3) charitable entity with a focus on grantmaking to qualified nonprofit organizations.
Key facts about Bluebird Legacy Inc
- EIN
- 47-4762218
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,625,000
- Grants made (2024)
- 37
- Average grant
- $43,919
- Median grant
- $40,000
- New grantees (estimate)
- 22% first-time grantees (8 of 37, 2024)
- Total assets
- $40,976,564
- Primary geography
- California (87% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Bluebird Legacy Inc funds
By grant dollars, the top recipient states for Bluebird Legacy Inc's 37 itemized 2024 grants were California (87%). The most frequent recipient cities were Los Angeles, CA (8 grants), Irvine, CA (5 grants), Tustin, CA (2 grants) and Oakland, CA (2 grants). 41% of grants with a stated purpose were for general or operating support. Recurring purposes include "U.S. Disaster Relief" (3 grants).
Is Bluebird Legacy Inc open to new grantees?
22%
first-time grantees, 2024
In 2024, 8 of 37 grantees (22%) were first-time recipients. First grants averaged $41K; repeat grants $45K. How we count
Medians: $40K first-time, $40K repeat.
- 76% of 2024 grantees were also funded in 2023. Method
- Giving grew 37% from 2021 to 2024. Method
- In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Bluebird Legacy Inc
- How to evaluate Bluebird Legacy Inc as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$41.0M
+9.3% YoY
Annual Giving
$1.6M
+6.9% YoY
Grant Count
37
-5.1% YoY
Avg Grant Size
$44K
+12.7% YoY
Under IRS private-foundation payout rules, Bluebird Legacy Inc reported a distributable amount of $2.0M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary purpose is to generate investment income from assets held for charitable purposes and distribute those funds through strategic grantmaking. The foundation supports organizations working in:
- Education
- Philanthropy and voluntarism
- Human services
- Disaster relief
- Community health
- Youth development
Grantmaking
The foundation made 33 grants in its most recent reporting period.
Ready to take the next step with Bluebird Legacy Inc?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in California, the District of Columbia, and New York.
Grant Distribution by State
Share of all 37 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $40,976,564
- Total revenues: $1,529,364
- Total expenses: $2,141,042
- Staff: 2 employees
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $40,976,564 | $37,492,476 | $32,494,285 |
| Revenue | $1,529,364 | $815,305 | $546,148 |
| Expenses | $2,141,042 | $1,984,853 | $1,844,471 |
| Qualifying Distributions | $1,896,893 | $1,766,551 | $1,624,127 |
| Net Investment Income | $1,289,014 | $611,621 | $577,465 |
| Distributable Amount | $1,990,855 | $1,703,982 | $1,672,489 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
189 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include CASA of Orange County ($100,000), Direct Relief ($75,000), Team Rubicon ($65,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CASA OF ORANGE COUNTY Orange, CA | GENERAL SUPPORT AND ONE-TIME SUPPORT FOR DATABASE UPGRADE | $100,000 |
| DIRECT RELIEF Santa Barbara, CA | GENERAL SUPPORT FOR U.S. PROGRAMS AND U.S. RURAL COMMUNITY HEALTH | $75,000 |
| TEAM RUBICON Los Angeles, CA | U.S. DISASTER RELIEF | $65,000 |
| ALL HANDS AND HEARTS Mattapoisett, MA | U.S. DISASTER RELIEF | $60,000 |
| BOYS & GIRLS CLUB OF TUSTIN Tustin, CA | GENERAL SUPPORT AND YOUTH MENTAL HEALTH | $60,000 |
| SBP USA New Orleans, LA | U.S. DISASTER RELIEF | $60,000 |
| LOS ANGELES REGIONAL FOOD BANK Los Angeles, CA | GENERAL OPERATING SUPPORT | $55,000 |
| MEALS ON WHEELS ORANGE COUNTY Anaheim, CA | FRIENDLY VISITOR CARE COORDINATION PROGRAMS ; SENIOR MEAL DELIVERY | $55,000 |
| FEEDING AMERICA RIVERSIDE AND SAN BERNARDINO COUNTIES Riverside, CA | GENERAL OPERATING SUPPORT | $50,000 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY Irvine, CA | GENERAL OPERATING SUPPORT | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Diane Gold Bubier serves as President and Chief Executive Officer.
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Diane Gold Bubier | President | 30 | $130,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Bluebird Legacy Inc fund?
The foundation's primary purpose is to generate investment income from assets held for charitable purposes and distribute those funds through strategic grantmaking. The foundation supports organizations working in: • Education • Philanthropy and voluntarism • Human services • Disaster relief • Community health • Youth development
How do I apply for a grant from Bluebird Legacy Inc?
**Grant Scale:** Bluebird Legacy Inc. typically awards grants ranging from $15,000 to $100,000. **Annual Giving:** The foundation distributed $1,520,000 in grants based on its most recent filing. **Recent Grants (2024):** • Direct Relief: $75,000 (general support for U.S. programs and rural community health) • Team Rubicon USA: $65,000 (U.S. disaster relief) • Boys and Girls Club of Tustin: $60,000 (general support and youth mental health) The foundation made 33 grants in its most recent report…
Where does Bluebird Legacy Inc make grants?
The foundation primarily funds organizations in California, the District of Columbia, and New York.
What size grants does Bluebird Legacy Inc award?
In 2024, Bluebird Legacy Inc awarded 37 grants totaling $1.6M — an average of about $44K per grant, based on its IRS Form 990 filings.
How much is Bluebird Legacy Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bluebird Legacy Inc reported a distributable amount of $2.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bluebird Legacy Inc's EIN?
Bluebird Legacy Inc's EIN (Employer Identification Number) is 47-4762218. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.