HOLY NAMES UNIVERSITY, FOUNDED BY THE SISTERS OF THE HOLY NAMES OF JESUS AND MARY, IS ROOTED IN CATHOLIC INTELLECTUAL AND SPIRITUAL TRADITIONS. A RIGOROUS AND INCLUSIVE INTELLECTUAL COMMUNITY, HNU IS COMMITTED TO CONTINUOUS IMPROVEMENT AND PROVIDES PROFESSIONAL AND LIBERAL UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS. THE UNIVERSITY EMPOWERS A DIVERSE STUDENT BODY TO THINK CRITICALLY AND IMAGINATIVELY, TO UNDERSTAND AND EMPLOY THE VARIOUS MODES OF KNOWLEDGE, TO COMMUNICATE CLEARLY AND PERSUASIVELY, TO PURSUE LEADERSHIP OPPORTUNITIES, AND TO PROMOTE THE COMMON GOOD.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$68.8M
-1.4% YoY
Annual Giving
$2.8M
+557.0% YoY
Grant Count
14
+600.0% YoY
Avg Grant Size
$199K
-6.1% YoY
About The Legacy Funds of Holy Names
Based on IRS filings
The Legacy Funds of Holy Names is a nonprofit organization focused on Education, based in OAKLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $68.8M in total assets. In 2024, it awarded 14 grants totaling $2.8M. Net investment income was $6.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $68,805,953 | $69,754,154 | $77,770,166 |
| Revenue | $6,399,597 | $94,795,030 | $45,475,653 |
| Expenses | $6,923,651 | $58,740,783 | $58,228,641 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $6,028,798 | $55,313,316 | $34,117 |
| 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 10 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Redlands ($1,065,920), California Community Foundation ($318,061), Providence Community Health Foundation ($261,092).
| Recipient | Purpose | Amount |
|---|---|---|
| OAKLAND-ALAMEDA COUNTY COLISEUM FOUNDATION LAFAYETTE, CA | ENDOWMENT TRANSFER | $86,682 |
| KENNEDY-KING MEMORIAL COLLEGE SCHOLARSHIP FUND MARTINEZ, CA | ENDOWMENT TRANSFER | $107,991 |
| UNIVERSITY OF REDLANDS REDLANDS, CA | ENDOWMENT TRANSFER | $1,065,920 |
| DIABLO VALLEY COLLEGE FOUNDATION PLEASANT HILL, CA | ENDOWMENT TRANSFER | $111,051 |
| PROVIDENCE COMMUNITY HEALTH FOUNDATION MEDFORD, OR | ENDOWMENT TRANSFER | $261,092 |
| JESUIT HIGH SCHOOL CARMICHAEL, CA | ENDOWMENT TRANSFER | $180,357 |
| MOUNT ST MARY'S UNIVERSITY EMMITSBURG, MD | ENDOWMENT TRANSFER | $21,899 |
| UNIVERSITY OF SAN FRANCISCO SAN FRANCISCO, CA | ENDOWMENT TRANSFER | $75,006 |
| SAMUEL MERRITT UNIVERSITY OAKLAND, CA | ENDOWMENT TRANSFER | $60,509 |
| LOS RIOS COLLEGES FOUNDATION SACRAMENTO, CA | ENDOWMENT TRANSFER | $238,212 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVE BORG | BOARD CHAIR | 1 | — |
| BARBARA A BRAY SNJM | TRUSTEE | 1 | — |
| CYNTHIA CANNING SNJM | TRUSTEE | 1 | — |
| LOUIS D CHICOINE | TRUSTEE | 1 | — |
| JEAN DOWDALL | TRUSTEE | 1 | — |
| RACHEL O'DWYER FLYNN | TRUSTEE | 1 | — |
| LARRY GARCIA | TRUSTEE | 1 | — |
| TIFFIN GROFF | TRUSTEE | 1 | — |
| BETH LIEBERT SNJM | TRUSTEE | 1 | — |
| KATHLEEN ROSS SNJM | TRUSTEE | 1 | — |
| NICKI JEAN THOMAS SNJM | TRUSTEE | 1 | — |
| CAROL SELLMAN SNJM | ACTING PRESIDENT | 40 | $112,391 |
| JEANINE HAWK | CFO (THRU 11/30/23) | 40 | $32,308 |
| MICHAEL GROENER | FORMER PRESIDENT | 40 | $157,985 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Legacy Funds of Holy Names?
The Legacy Funds of Holy Names is a nonprofit organization focused on Education, based in OAKLAND, CA. It holds $68.8M in total assets as of 2024.
How large is The Legacy Funds of Holy Names?
As of 2024, The Legacy Funds of Holy Names holds $68.8M in total assets with $6.4M in annual revenue. It awarded 14 grants totaling $2.8M in 2024.
Where does The Legacy Funds of Holy Names operate?
The Legacy Funds of Holy Names has awarded grants in California, Maryland, New York, Oregon.
What size grants does The Legacy Funds of Holy Names award?
In 2024, The Legacy Funds of Holy Names awarded 14 grants totaling $2.8M — an average of about $199K per grant, based on its IRS Form 990 filings.
What is The Legacy Funds of Holy Names's EIN?
The Legacy Funds of Holy Names's EIN (Employer Identification Number) is 94-1358307. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Legacy Funds of Holy Names'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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