THE FOUNDATION RAISES FUNDS TO PROVIDE FINANCIAL AID TO STUDENTS, TO FUND CAMPUS IMPROVEMENT PROJECTS AT SANTA MARGARITA CATHOLIC HIGH SCHOOL AND TO ESTABLISH ENDOWMENTS TO SUSTAIN THE FUTURE OF SANTA MARGARITA CATHOLIC HIGH SCHOOL.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.6M
+40.7% YoY
Annual Giving
$1.2M
-55.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.2M
-55.8% YoY
About Santa Margarita Eagle Foundation
Based on IRS filings
Santa Margarita Eagle Foundation is a nonprofit organization focused on Education, based in RANCHO SANTA MARGARITA, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 1 grants totaling $1.2M. Net investment income was $43K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,614,427 | $2,568,572 | $3,036,261 |
| Revenue | $3,536,308 | $3,406,644 | $3,482,937 |
| Expenses | $2,529,453 | $3,861,746 | $1,395,455 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $43,003 | $60,216 | $32,362 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Santa Margarita Catholic High School ($1,175,028).
| Recipient | Purpose | Amount |
|---|---|---|
| SANTA MARGARITA CATHOLIC HIGH SCHOOL RANCHO SANTA MARGARITA, CA | STUDENT EDUCATION, SCHOLARSHIPS AND TUITION ASSISTANCE | $1,175,028 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NICK MAROUTSOS | BOARD CHAIR | 1 | — |
| SEAN CRAFTS | BOARD MEMBER | 1 | — |
| JODIE CERRUTI | BOARD MEMBER | 1 | — |
| KEVIN WINTERS | BOARD MEMBER | 1 | — |
| JEFF COVA | BOARD MEMBER | 1 | — |
| JIM SVINTH | BOARD MEMBER | 1 | — |
| SHANNON EDWARDS WERNEMAR | BOARD MEMBER | 1 | — |
| ANDREW SULICK | PRESIDENT | 1 | — |
| SERGIO MUNIZ | SECRETARY | 1 | — |
| MICHELLE LENCIONI | TREASURER | 1 | — |
| LAURIE BEACH | EXECUTIVE DIRECTOR | 40 | $140,975 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Santa Margarita Eagle Foundation?
Santa Margarita Eagle Foundation is a nonprofit organization focused on Education, based in RANCHO SANTA MARGARITA, CA. It holds $3.6M in total assets as of 2025.
How large is Santa Margarita Eagle Foundation?
As of 2025, Santa Margarita Eagle Foundation holds $3.6M in total assets with $3.5M in annual revenue. It awarded 1 grants totaling $1.2M in 2025.
Where does Santa Margarita Eagle Foundation operate?
Santa Margarita Eagle Foundation has awarded grants in California.
What size grants does Santa Margarita Eagle Foundation award?
In 2025, Santa Margarita Eagle Foundation awarded 1 grants totaling $1.2M — an average of about $1.2M per grant, based on its IRS Form 990 filings.
What is Santa Margarita Eagle Foundation's EIN?
Santa Margarita Eagle Foundation's EIN (Employer Identification Number) is 83-3567955. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Santa Margarita Eagle Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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