The Legacy Foundation of Southeast
SIERRA VISTA, AZ EIN: 86-0186064
Financial Overview
From 2025 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
600 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Legacy Foundation of Southeast fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGARET HEPBURN | CHIEF EXECUTIVE OFFICER | 40 | $390,187 |
| MICHAEL GROVES | CHAIR | 2 | — |
| MARK SAVAGE | VICE CHAIR | 2 | — |
| ANDREA RUBLE | SECRETARY | 2 | — |
| BRIAN BARKDULL | DIRECTOR | 2 | — |
| ALEXANDRA BONEO | DIRECTOR | 2 | — |
| WENDY CONGER | DIRECTOR | 2 | — |
| KRAIG FULLEN | DIRECTOR | 2 | — |
| POLLY GOSA MSN RN | DIRECTOR | 2 | — |
| MAUREEN KAPPLER | DIRECTOR | 2 | — |
| SHARON REYNOLDS | DIRECTOR | 2 | — |
| IWONA SNYDER MSN RN | DIRECTOR | 2 | — |
| DEVYN THURBER MSN MPH PNP-BC | DIRECTOR | 2 | — |
| LANA TOMPKINS-STUTZMAN | DIRECTOR | 2 | — |
| ROBERT WHITE JR | DIRECTOR | 2 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Arizona $7.8M (100%)
Georgia $3K (0%)
District of Columbia $1K (0%)
Pennsylvania $1K (0%)
Virginia $50 (0%)
Cities
ArizonaArlingtonBensonBisbeeDouglasDragoonGlendaleGoodyearGreen ValleyHerefordHuachuca CityKennesawMescalNogalesPalominasPatagoniaPearcePeoriaPhoenixPomerene
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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