Legacy Health Endowment
Legacy Health Endowment (LHE) is a private foundation based in Turlock, California. Founded in 2014, it was created from the net proceeds of the sale of Emanuel Medical Center, Inc. LHE provides funding and technical support for healthcare solutions and improved wellness in Stanislaus and Merced counties.
Legacy Health Endowment at a glance
In short: Legacy Health Endowment gave $2.1M across 43 grants in 2025 (avg $48K), mostly in California. 21% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,075,903
- -21.0% vs 2024
- Grants made (2025)
- 43
- -17.3% vs 2024
- Average grant
- $48,277
- -4.5% vs 2024
- Median grant
- $44,513
- Total assets
- $62,089,196
- -2.3% vs 2024
- New grantees (estimate)
- 21% first-time grantees (3 of 14, 2025; small sample)
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Legacy Health Endowment
- Accepts unsolicited proposals
- No
- Contact
Mailing address: 2881 Geer Road Suite A, Turlock, CA 95382
Phone: (209) 250-2312
Website: https://legacyhealthendowment.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
2 open opportunities from Legacy Health Endowment
Who Legacy Health Endowment funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Community Health Centers of America ($1.0M across 14 grants). Together the top 10 received $1.7M.
Organizations only. It also paid 9 grants to individuals ($360,038), which are not listed by name.
Grant Size Distribution
238 grants across all recorded years
The most common grant size was under $50K: 129 grants of 238 (54%).
Geographic Focus
Where this funder awards grants
LHE’s stated service area is Stanislaus and Merced counties, including 19 specified cities and ZIP codes. Its 2025 grant filings report that all grant dollars went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 43 itemized grants.
Cities
Is Legacy Health Endowment open to new grantees?
21%
first-time grantees, 2025
In 2025, 3 of 14 grantees (21%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $21K; repeat grants $150K. How we count
Medians: $5K first-time, $26K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving fell 42% from 2022 to 2025. Method
- In 2025 it paid out 123% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.1M (2025) to $3.6M (2022). In 2025 it made 43 grants totaling $2.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Hospice Modesto, CA | Licensed Clinical Social Worker and Student Interns | $170,000 |
| 9 grants to individuals Recipients not named | — | $360,038 |
| Community Health Centers of America Salida, CA | Person Centered Care Program | $100,000 |
| Community Health Centers of America Salida, CA | Person Centered Care Program | $100,000 |
| Community Health Centers of America Salida, CA | Person Centered Care Program | $100,000 |
| Community Health Centers of America Salida, CA | UCSF Neurology Initiative Year 2 & 340B Funding | $100,000 |
| Community Health Centers of America Salida, CA | Mobile Clinics, Vaccinations, and Cancer/Dermatology Specialists | $100,000 |
| Community Health Centers of America Salida, CA | Person Centered Care | $100,000 |
| Community Health Centers of America Salida, CA | Person Centered Care | $100,000 |
| Golden Valley Health Centers Merced, CA | Tony Weber Registered Nurse Educational Support Program | $100,000 |
Ready to take the next step with Legacy Health Endowment?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $62,089,196 | $3,464,873 | $4,288,287 | $2,075,903 | 43 | $3,897,566 | $4,068,602 | $3,160,272 |
| 2024 | $63,581,295 | $8,887,656 | $3,950,870 | $2,628,388 | 52 | $3,845,666 | $8,277,530 | $2,686,424 |
| 2023 | $57,362,665 | $2,616,848 | $4,819,491 | $3,131,697 | 61 | $4,405,430 | $2,004,371 | $2,839,387 |
| 2022 | $66,282,330 | $6,087,135 | $5,226,553 | $3,595,106 | 37 | $4,879,176 | $5,955,946 | $3,316,388 |
| 2021 | $66,905,823 | $3,113,073 | $4,853,165 | $3,222,316 | 45 | — | $2,776,195 | $2,975,793 |
| 2020 | $49,652,094 | $1,469,645 | $3,420,354 | $2,253,662 | 24 | — | $1,346,138 | $2,866,361 |
Under IRS private-foundation payout rules, Legacy Health Endowment reported a distributable amount of $3.2M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
LHE’s mission is to improve the health and healthcare of residents in Stanislaus and Merced counties by increasing access to healthcare services and educating people about healthy lifestyle decisions. Its stated strategies include improving access and quality of care, supporting mental health services, increasing the number of healthcare professionals in the community, supporting chronic disease research, and helping older and disabled residents maintain independence.
LHE limits grants to nonprofit healthcare facilities and clinics with IRS 501(c)(3) tax-exempt status. Its website says grant funds may support direct healthcare services, wellness programs, health research, health education, and public/private partnerships. It does not fund requests that benefit an individual or political causes, candidates, or campaigns.
Recent recipients illustrate the types of organizations supported. Community Hospice’s stated mission is to provide compassionate, quality care, education, and support to terminally ill patients and their families, regardless of ability to pay. Community Health Centers of America says it aims to provide accessible, timely, and affordable healthcare to all, irrespective of financial capability. Livingston Community Health’s stated mission is to provide comprehensive primary and preventive care regardless of patients’ ability to pay.
Grantmaking
In filing year 2025, LHE reported 43 grants totaling $2,075,903. Grants ranged from $2,000 to $170,000, with a median of $44,513. All reported grant dollars went to recipients in California. The largest listed award was $170,000 to Community Hospice in Modesto for licensed clinical social workers and student interns. Other notable 2025 awards included multiple $100,000 grants to Community Health Centers of America for person-centered care and other healthcare initiatives, a $100,000 grant to Golden Valley Health Centers for registered nurse educational support, and a $100,000 grant to Livingston Community Health for provider retention and recruitment.
The website describes programs including cancer medical expense relief, diabetes care, a medication program, nursing fellowships, and patient assistance. These participant assistance programs are distinct from grants to outside organizations. The website describes a kidney-transplant assistance program for qualifying residents of Stanislaus and Merced counties, with reimbursement of up to $7,500 for eligible treatment-related costs. A separate filing statement reports that the chronic disease reimbursement fund supported three individuals during its reporting period.
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. The grant information page identifies eligible applicants and funding purposes but does not specify an application process or required materials.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jeffrey Lewis as President and CEO; Neill Callis as Chairman; Kassy Perry as Vice Chair; Mike Brem as Secretary; and Larry Anderson as Treasurer. It also lists Lani Dickinson, Dr. Ralph Gonzales, Jessica Chang Irish, and Todd Slechta as trustees, and Dr. Mark Davenport as a trustee through December 2024.
Legacy Health Endowment is led by Jeffrey Lewis, President & CEO on every filing since 2020; 1 of 11 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jeffrey Lewis
President & CEO
On filings since 2020
40 hrs/week
$317K (2020) → $312K (2025)
Neill Callis
Chairman
Trustee → Chairman, 2021
On filings since 2020
1 hr/week
No compensation reported
Mark Davenport
Trustee
On filings since 2020
0.2 hrs/week
No compensation reported
Jessica Chang Irish
Trustee
On filings since 2021
0.2 hrs/week
No compensation reported
Ralph Gonzales
Trustee
On filings since 2021
0.2 hrs/week
No compensation reported
Lani Dickinson
Trustee
On filings since 2023
0.2 hrs/week
No compensation reported
Todd Slechta
Trustee
On filings since 2023
0.2 hrs/week
No compensation reported
Michelle Reimers
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Kassy Perry
Vice Chair
Trustee → Vice Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Larry Anderson
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Mike Brem
Secretary
Trustee → Secretary, 2024
On filings since 2021
1 hr/week
No compensation reported
Former officers (10)
- Former: Vance Ahlem (2021–2024) — Secretary
- Former: Jonnie York RN (2020–2023) — Secretary
- Former: Marlene Stante (2020–2023) — Vice Chair
- Former: Roger Herrera (2020–2023) — Trustee
- Former: Kristin Olsen (2021–2023) — Trustee
- Former: Roger Oxendale (2020–2022) — Trustee · Filing note: Thru 123121
- Former: Arlon Waterson (2020–2021) — Trustee
- Former: Jim Ahlem (2020–2021) — Chairman
- Former: Jim Pallios (2020–2021) — Trustee
- Former: Robert Triebsch (2020–2021) — Vice Chairman
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $312K, to Jeffrey Lewis (President & CEO).
Frequently asked questions about Legacy Health Endowment
How much does Legacy Health Endowment give each year?
Legacy Health Endowment gave $2.1M across 43 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.6M across 52 grants.
What is Legacy Health Endowment's typical grant size?
Legacy Health Endowment's median grant in 2025 was $44,513, and its average grant was $48,277, across 43 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Legacy Health Endowment that year got $21K on average.
Where does Legacy Health Endowment give grants?
Legacy Health Endowment gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Salida, CA (14 grants), Turlock, CA (12 grants) and Livingston, CA (4 grants).
Does Legacy Health Endowment give general operating support?
Occasionally: 2% of Legacy Health Endowment's 2025 grants with a stated purpose (1 of 43) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship for Accelerated Nursing Program" (4 grants), "Nurse Practitioner Psychiatric Certificate Program" (3 grants) and "Person Centered Care Program" (3 grants).
Who are Legacy Health Endowment's largest grantees?
Legacy Health Endowment's largest 2025 grantees include Community Health Centers of America ($1,036,000 across 14 grants), Livingston Community Health ($216,396 across 4 grants) and Community Hospice ($170,000), according to its 2025 IRS Form 990-PF. It also paid 9 grants to individuals ($360,038), which are not listed by name. Together they received 69% of its itemized 2025 grant dollars.
How large is Legacy Health Endowment?
Legacy Health Endowment reported $62.1M in total assets on its 2025 IRS Form 990-PF. It paid out $3.9M in qualifying distributions that year, against a required minimum of $3.2M (roughly 5% of its investment assets).
What does Legacy Health Endowment fund?
LHE’s mission is to improve the health and healthcare of residents in Stanislaus and Merced counties by increasing access to healthcare services and educating people about healthy lifestyle decisions. See mission & focus areas ↑
How do I apply for a grant from Legacy Health Endowment?
Legacy Health Endowment does not accept unsolicited proposals, according to Grantable's research on its published guidelines. Check legacyhealthendowment.org for any change to that policy.
What is Legacy Health Endowment's EIN?
Legacy Health Endowment's EIN (Employer Identification Number) is 46-2670041. IRS Form 990 filing data is available on this page for 2020–2025.
Does Legacy Health Endowment accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 7, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 22, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 31, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Legacy Health Endowment funds
Health Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Legacy Health Endowment's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Legacy Health Endowment funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/legacy-health-endowment-morg_69a3ab705cba414e89a991a0c58542a8
BibTeX
@misc{grantable_462670041_2026,
author = {{Grantable}},
title = {{Legacy Health Endowment funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/legacy-health-endowment-morg_69a3ab705cba414e89a991a0c58542a8},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Legacy Health Endowment's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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