The Legacy Foundation of Southeast logo

The Legacy Foundation of Southeast

SIERRA VISTA, AZ EIN: 86-0186064 Website

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$73.0M

+8.9% YoY

Annual Giving

$1.1M

+11.3% YoY

Grant Count

135

+23.9% YoY

Avg Grant Size

$8K

-10.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Legacy Foundation of Southeast Arizona is committed to making grants to nonprofit 501(c)(3) organizations, government entities, and other tax-exempt charitable, educational, or relief organizations throughout Cochise and eastern Santa Cruz counties. The foundation's primary focus is population health and community wellness.

The foundation emphasizes collaboration among its grantees and partner organizations. It supports capacity-building efforts and serves a convening role throughout the region. Each year, the foundation determines a strategic focus for applications, with grant types including strategic grants, innovative grants, responsive grants addressing community needs, and emergency assistance.

Grantmaking

The Legacy Foundation of Southeast Arizona operates multiple grant programs:

Grant Range

of $1,300 and a range from $500 to $383,000.

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Geographic Focus

Where this funder awards grants

The Legacy Foundation of Southeast Arizona provides grants exclusively within Cochise County and eastern Santa Cruz County, Arizona.

Grant Distribution by State

5states

Cities

ArizonaArlingtonBensonBisbeeDouglasDragoonGlendaleGoodyearGreen ValleyHerefordHuachuca CityKennesawMescalNogalesPalominasPatagoniaPearcePeoriaPhoenixPomerene

Financial History

Multi-year comparison from IRS filings

Fiscal Year 2024:

  • Total Revenue: $3,086,295
  • Total Expenses: $2,697,622
  • Total Assets: $67,032,634
  • Total Liabilities: $5,460,000

The foundation ranks in the top 10% of foundations by asset size nationally.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$8M$11M20212022202320242025
Metric202520242023
Total Assets$73,002,665$67,032,634$61,237,634
Revenue$6,440,079$3,086,295$-103,827
Expenses$2,654,324$2,697,622$2,354,404
Qualifying Distributions$2,699,578$2,410,729$3,472,027
Net Investment Income$4,044,593$1,716,602$1,255,539
Distributable Amount$2,942,898$2,864,741$2,770,606

Giving Over Time

Total grant dollars and number of grants per year

$0$515K$1M$2M$2M126 grants2021119 grants2022111 grants2023109 grants2024135 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

COCHISE COUNTY SHERIFF'S…$383KARIZONA BORDER ALLIANCE$50KBOYS AND GIRLS CLUB OF B…$50KBOYS AND GIRLS CLUB OF S…$50KCITY OF DOUGLAS$33KCITY OF WILLCOX$25KCOCHISE COUNTY SUPERINTE…$25KBISBEE COALITION FOR THE…$10KCHIRICAHUA HEALTH FOUNDA…$10KCHILD EVANGELISM FELLOWS…$9K

Grant Size Distribution

250 grants across all recorded years

227<$50K16$50–100K5$100–250K1$250–500K1$500K–1M$1–5M$5M+

Open Grants

3 open opportunities from The Legacy Foundation of Southeast

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Margaret Hepburn — Chief Executive Officer (40 hours/week)

Board of Directors:

  • Michael Groves — Chair
  • Mark Savage — Vice Chair
  • Andrea Ruble — Secretary
  • Brian Barkdull — Director
  • Alexandra Boneo — Director
  • Wendy Conger — Director
  • Kraig Fullen — Director
  • Polly Gosa MSN RN — Director
  • Maureen Kappler — Director
  • Sharon Reynolds — Director
  • Iwona Snyder MSN RN — Director
  • Devyn Thurber MSN MPH PNP-BC — Director
  • Lana Tompkins-Stutzman — Director

Compensation Overview

From 2025 IRS filing

MARGARET HEPBURNCHIEF EXECUTIVE OFFICER$390K

From 2025 filing

NameTitleHoursCompensation
MARGARET HEPBURNCHIEF EXECUTIVE OFFICER40$390,187
MICHAEL GROVESCHAIR2
MARK SAVAGEVICE CHAIR2
ANDREA RUBLESECRETARY2
BRIAN BARKDULLDIRECTOR2
ALEXANDRA BONEODIRECTOR2
WENDY CONGERDIRECTOR2
KRAIG FULLENDIRECTOR2
POLLY GOSA MSN RNDIRECTOR2
MAUREEN KAPPLERDIRECTOR2
SHARON REYNOLDSDIRECTOR2
IWONA SNYDER MSN RNDIRECTOR2
DEVYN THURBER MSN MPH PNP-BCDIRECTOR2
LANA TOMPKINS-STUTZMANDIRECTOR2
ROBERT WHITE JRDIRECTOR2

Contact Information

Address: 302 El Camino Real, Suite 1, Sierra Vista, AZ 85635-2847

Phone: 520-335-6015

Website: www.lfsaz.org

The foundation provides access to grant databases and maintains a community resource guide and community dashboard for nonprofit organizations in its service area.

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with The Legacy Foundation of Southeast on Grantable?

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