Santa Maria Council 2829 Lodge Legacy Fund
Santa Maria Council 2829 Lodge Legacy Fund is a private foundation based in Winston-Salem, North Carolina. In 2025, it gave 14 grants totaling $9,250 to charitable organizations, with all reported grant dollars going to recipients in North Carolina.
Key facts about Santa Maria Council 2829 Lodge Legacy Fund
In short: Santa Maria Council 2829 Lodge Legacy Fund gave $9K across 14 grants in 2025 (avg $660.714), mostly in North Carolina. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 46-1459791
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $9,250
- Grants made (2025)
- 14
- Average grant
- $661
- Median grant
- $750
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2025; small sample)
- Total assets
- $157,268
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation stated on its 2024 filing that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$157K
+3.0% YoY
Annual Giving
$9K
-26.0% YoY
Grant Count
14
+7.7% YoY
Avg Grant Size
$660.714
-31.3% YoY
Under IRS private-foundation payout rules, Santa Maria Council 2829 Lodge Legacy Fund reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Is Santa Maria Council 2829 Lodge Legacy Fund open to new grantees?
31%
first-time grantees, 2025
In 2025, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $563; repeat grants $694. How we count
Medians: $500 first-time, $750 repeat.
- 31% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 135% 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.
Mission & Focus Areas
No mission statement for the fund itself is provided. Its 2025 grants show support for a range of charitable purposes. For example, Cancer Services describes its mission as “enhancing health, life & survivorship” for people living with cancer in its community, while Samaritan Ministries describes its mission as providing “food, shelter, and hope through Christian love.” Family Services says it works to strengthen the well-being and development of families and individuals through human services programs. These are the grantees’ own descriptions, not statements of the fund’s mission.
Grantmaking
In 2025, the fund made 14 grants totaling $9,250. Grants ranged from $500 to $750, with a median grant of $750. Among the reported recipients, Cancer Services and Samaritan Ministries each received $750; As Healthy as Possible, Horizons Residential Care Center, and Family Services each received $500. Other listed recipients include Birthright of an individual recipient, Salem Pregnancy Center, and Professionals in Transition, each receiving $750.
How to Apply
The foundation stated on its 2024 filing that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations.
Ready to take the next step with Santa Maria Council 2829 Lodge Legacy Fund?
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in North Carolina. Listed recipients were in Winston-Salem and Rural Hall, North Carolina.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $8K (2020) to $13K (2024). In 2025 it made 14 grants totaling $9K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Birthright of Winston Salem ($750). Together the top 10 received $7K.
Grant Size Distribution
62 grants across all recorded years
The most common grant size was under $50K: 62 grants of 62 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Birthright of Winston Salem Winston-Salem, NC | Operational Needs | $750 |
| Cancer Services Winston-Salem, NC | Provide for Client Financial Needs | $750 |
| Samaritan Ministries Winston-Salem, NC | Support Shelter Operations | $750 |
| Winston Salem Street School Winston-Salem, NC | Computer Software Project | $750 |
| Trellis Supportive Care Winston-Salem, NC | Financial Assistance to Clients | $750 |
| Salem Pregnancy Center Winston-Salem, NC | Supplies for Clients | $750 |
| Catholic Charities of Charlotte Winston-Salem, NC | Support of Food Pantry | $750 |
| Professionals in Transition Winston-Salem, NC | Job Search Seminars | $750 |
| Society of Joseph of Arimathea Winston-Salem, NC | Support for Mothers Who Lose Children | $750 |
| As Healthy as Possible Winston-Salem, NC | Medical Registry | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $157,268 | $12,743 | $10,132 | $9,250 |
| 2024 | $152,730 | $14,300 | $15,079 | $12,500 |
| 2023 | $152,283 | $16,865 | $11,603 | $9,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $157,268 | $152,730 | $152,283 |
| Revenue | $12,743 | $14,300 | $16,865 |
| Expenses | $10,132 | $15,079 | $11,603 |
| Qualifying Distributions | $10,132 | — | $11,603 |
| Net Investment Income | $9,022 | $14,300 | $3,640 |
| Distributable Amount | $7,480 | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 30, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jim DeCisto as president, Terry Coates as vice president, Wes Riley as treasurer, and Louis Valente II as secretary.
Santa Maria Council 2829 Lodge Legacy Fund is led by Jim Decisto, President on the 2025 filing; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jim Decisto
President
New on the 2025 filing
5 hrs/week
No compensation reported
Louis Valente II
Secretary
On filings since 2020
2 hrs/week
No compensation reported
Terry Coates
Vice President
On filings since 2020
2 hrs/week
No compensation reported
Wes Riley
Treasurer
On filings since 2024
2 hrs/week
No compensation reported
Former officers (3)
- Former: JAMES J DeCRISTO (2022–2024) — President
- Former: Louis Valente (2020–2023) — Treasurer
- Former: Fred Marchant (2020–2021) — President
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.
Contact
Mailing address: 541 Sun Creek Drive, Winston Salem, NC 27104
Phone: (336) 817-4285
Frequently asked questions about Santa Maria Council 2829 Lodge Legacy Fund
How much does Santa Maria Council 2829 Lodge Legacy Fund give each year?
Santa Maria Council 2829 Lodge Legacy Fund gave $9K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 13 grants.
What is Santa Maria Council 2829 Lodge Legacy Fund's typical grant size?
Santa Maria Council 2829 Lodge Legacy Fund's median grant in 2025 was $750, and its average grant was $661, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Santa Maria Council 2829 Lodge Legacy Fund that year got $563 on average.
Where does Santa Maria Council 2829 Lodge Legacy Fund give grants?
Santa Maria Council 2829 Lodge Legacy Fund gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winston-Salem, NC (12 grants).
Does Santa Maria Council 2829 Lodge Legacy Fund give general operating support?
Occasionally: 7% of Santa Maria Council 2829 Lodge Legacy Fund's 2025 grants with a stated purpose (1 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Santa Maria Council 2829 Lodge Legacy Fund's largest grantees?
Santa Maria Council 2829 Lodge Legacy Fund's largest 2025 grantees include Birthright of Winston Salem ($750), Cancer Services ($750) and Samaritan Ministries ($750), according to its 2025 IRS Form 990-PF. Together they received 24% of its itemized 2025 grant dollars.
How large is Santa Maria Council 2829 Lodge Legacy Fund?
Santa Maria Council 2829 Lodge Legacy Fund reported $157K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What does Santa Maria Council 2829 Lodge Legacy Fund fund?
No mission statement for the fund itself is provided. Its 2025 grants show support for a range of charitable purposes. See mission & focus areas ↑
How do I apply for a grant from Santa Maria Council 2829 Lodge Legacy Fund?
The foundation stated on its 2024 filing that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Santa Maria Council 2829 Lodge Legacy Fund's EIN?
Santa Maria Council 2829 Lodge Legacy Fund's EIN (Employer Identification Number) is 46-1459791. IRS Form 990 filing data is available on this page for 2020–2025.
Does Santa Maria Council 2829 Lodge Legacy Fund 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 September 2026.
Here's the math on researching Santa Maria Council 2829 Lodge Legacy Fund by hand.
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