Santa Margarita Eagle Foundation
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.
Santa Margarita Eagle Foundation at a glance
In short: Santa Margarita Eagle Foundation gave $1.2M across 1 grant in 2025 (avg $1.2M), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,175,028
- -55.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,175,028
- -55.8% vs 2024
- Median grant
- $1,175,028
- Total assets
- $3,614,427
- +40.7% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Santa Margarita Eagle Foundation funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Santa Margarita Eagle Foundation gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $379K (2023) to $2.7M (2024). In 2025 it made 1 grant totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $1,175,028 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $3,614,427 | $3,536,308 | $2,529,453 | $1,175,028 | 1 | $43,003 |
| 2024 | $2,568,572 | $3,406,644 | $3,861,746 | $2,656,049 | 1 | $60,216 |
| 2023 | $3,036,261 | $3,482,937 | $1,395,455 | $378,647 | 1 | $32,362 |
| 2022 | $1,665,045 | $2,792,565 | $2,082,830 | $1,191,062 | 1 | $25,576 |
| 2021 | $120,539 | $20,560 | $768 | — | — | — |
| 2020 | $100,747 | $101,500 | $753 | — | — | — |
About Santa Margarita Eagle Foundation
Based on IRS filings
Santa Margarita Eagle Foundation is a public charity 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 grant totaling $1.2M. Net investment income was $43K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Santa Margarita Eagle Foundation is led by Laurie Beach, Executive Director on every filing since 2022; 1 of 11 officers listed in 2025 is compensated.
Officers on the 2025 filing
Laurie Beach
Executive Director
On filings since 2022
40 hrs/week
$62K (2022) → $141K (2025)
Andrew Sulick
President
On filings since 2020
1 hr/week
No compensation reported
Nick Maroutsos
Board Chair
Board Member → Board Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Michelle Balash Lencioni
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Sergio Muniz
Secretary
On filings since 2020
1 hr/week
No compensation reported
Jeff Cova
Board Member
On filings since 2024
1 hr/week
No compensation reported
Sean Crafts
Board Member
On filings since 2024
1 hr/week
No compensation reported
Jim Svinth
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Jodie Cerruti
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Kevin Winters
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Shannon Edwards Wernemar
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (8)
- Former: Annette Walker (2020–2024) — Board Chair
- Former: Frank Pisano (2020–2024) — Board Member
- Former: Kent Hayden (2020–2024) — Board Member
- Former: Lisa Hartung (2020–2024) — Board Member
- Former: Jeremy Laster (2020–2023) — Board Member
- Former: Kathleen Fallon-Boyle (2022–2023) — Board Member
- Former: Kathleen Boyle (2020–2021) — Board Member
- Former: Jensen Elizabeth (2021) — Diocesan Designee
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 $141K, to Laurie Beach (Executive Director).
Frequently asked questions about Santa Margarita Eagle Foundation
How much does Santa Margarita Eagle Foundation give each year?
Santa Margarita Eagle Foundation gave $1.2M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.7M across 1 grant.
How large is Santa Margarita Eagle Foundation?
Santa Margarita Eagle Foundation reported $3.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $3.5M.
What is Santa Margarita Eagle Foundation?
Santa Margarita Eagle Foundation is a public charity focused on Education, based in Rancho Santa Margarita, CA. It holds $3.6M in total assets as of 2025.
Where does Santa Margarita Eagle Foundation operate?
Santa Margarita Eagle Foundation has awarded grants in California.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS September 12, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 25, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS January 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Santa Margarita Eagle Foundation funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Santa Margarita Eagle Foundation's focus areas in our free grants database
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