Civic Intelligence

Src Living Legacy Foundation

990 • Fiscal year 2022 • EIN 84-3432820

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 23, 2023

Organization ProfileWWW.SRCLIVINGLEGACYFOUNDATION.ORG
14500 Fruitvale Avenue 1000Saratoga, CA 95070

(408) 741-7353

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,338,065

Up $508,853 (+61%) from 2021

Net Assets

Up

$1,335,065

Up $505,853 (+61%) from 2021

Liabilities

Up

$3,000

Up $3,000 from 2021

Revenue And Expenses

Revenue

Up

$741,061

Up $556,514 (+302%) from 2021

Expenses

Down

$110,826

Down $14,442 (-12%) from 2021

Net Income

Up

$630,235

Up $570,956 (+963%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2020: $775,841Liabilities 2020: $0Net Assets 2020: $775,8412020Assets 2021: $829,212Liabilities 2021: $0Net Assets 2021: $829,2122021Assets 2022: $1,338,065Liabilities 2022: $3,000Net Assets 2022: $1,335,0652022Assets 2022: $1,338,257Liabilities 2022: $3,000Net Assets 2022: $1,335,2572022Assets 2023: $1,579,153Liabilities 2023: $400Net Assets 2023: $1,578,7532023Assets 2024: $1,880,706Liabilities 2024: $4,010Net Assets 2024: $1,876,6962024

Highlighted filing

2022

Assets$1,338,065
Liabilities$3,000
Net Assets$1,335,065
Open 2022 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0Revenue 2020: $700,283Expenses 2020: $65,011Net Income 2020: $635,2722020Revenue 2021: $184,547Expenses 2021: $125,268Net Income 2021: $59,2792021Revenue 2022: $741,061Expenses 2022: $110,826Net Income 2022: $630,2352022Revenue 2022: $741,061Expenses 2022: $110,826Net Income 2022: $630,2352022Revenue 2023: $321,596Expenses 2023: $119,198Net Income 2023: $202,3982023Revenue 2024: $323,983Expenses 2024: $128,051Net Income 2024: $195,9322024

Highlighted filing

2022

Revenue$741,061
Expenses$110,826
Net Income$630,235
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 23, 2023
Return Version
2022v5.0
Gross Receipts
$1,075,313
Mission and Program Overview

Mission

To generate resources with which to fund the enrichment of the quality of life within and affiliated with saratoga retirement community. The main activity of the living legacy foundation is to provide educational grants to src employees and their children.

Living legacy foundation's educational grant program

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$790,209$1,279,230▲ $489,021
Cash and Non-Interest-Bearing Accounts$20,345$43,592▲ $23,247
Savings and Temporary Cash Investments$18,658$15,243▼ $3,415
Total Assets$829,212$1,338,065▲ $508,853
Liabilities
Other Liabilities$0$3,000▲ $3,000
Total Liabilities$0$3,000▲ $3,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$742,869$1,247,182▲ $504,313
Net Assets With Donor Restrictions$86,343$87,883▲ $1,540
Total Net Assets Fund Balance$829,212$1,335,065▲ $505,853
Total Liabilities and Net Assets / Fund Balance$829,212$1,338,065▲ $508,853
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vince MartinChairman, Fund Development
Susan CarnahanCommunications Chair and Stewardship Chair
Steve JohnsonEducational Grants Chair
Judy StratmanEvents Co-chair
Terry StratmanEvents Co-chair
Linda EldenEducation Grants Committee Member
Judy CorneySecretary
Colin Whitby-strevensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$726,341
Program Service Revenue
$0
Investment Income
$14,720
Other Revenue
$0
All Other Contributions
$726,341
Change in Net Assets
$630,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,500
Other Expenses$8,326
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$102,500--$102,500
Fees for Service Investment Mgmnt Fees-$4,967-$4,967
Fees for Services Accounting-$2,780-$2,780
Fees for Services Other-$579-$579
Total Functional Expenses$102,500$8,326$0$110,826
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Uncleared Grant Check$3,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The foundation does not have any committees.”

Form 990, Part VI, Section B, Line 11B

“Upon completion of the return, a final draft is distributed to the members for their review and approval.”

Form 990, Part VI, Section B, Line 12C

“Each director is required to sign a conflict of interest disclosure statement annually. All directors signed their respective statements in january 2022.”

Form 990, Part VI, Section C, Line 19

“The california certificate of status, the articles of incorporation, the by-laws, the irs determination letter confirming 501(c)(3) status and the irs ruling concerning retirement homes qualification for exemption under 501(c)(3) are all available on the foundation's website at https://www.srclivinglegacyfoundation.org/legal.html the conflict of interest policy is made available to members of the public upon request.”

Filing and Contact Details

Filer

Filer Name
Src Living Legacy Foundation
EIN
84-3432820
Phone
4087417353
Address
14500 FRUITVALE AVENUE 1000, SARATOGA, CA 95070

Signing Officer

Name
Colin Whitby-strevens
Title
Treasurer
Phone
4087417353
Signed
2023-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vince Martin
Formed
2019
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Sensiba San Filippo Llp
Address
5960 INGLEWOOD DR SUITE 201, PLEASANTON, CA 94588
Preparer
Monic Ramirez
Phone
9252718700
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0TO GENERATE RESOURCES WITH WHICH TO FUND THE ENRICHMENT OF THE QUALITY OF LIFE WITHIN AND AFFILIATED WITH SARATOGA RETIREMENT COMMUNITY. THE MAIN ACTIVITY OF THE LIVING LEGACY FOUNDATION IS TO PROVIDE EDUCATIONAL GRANTS TO SRC EMPLOYEES AND THEIR CHILDREN.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENTS MUST COMPLETE AN APPLICATION, AVAILABLE ONLINE, WHICH IS REVIEWED BY THE EDUCATION GRANT CHAIR. WHEN APPROVED THE TREASURER RELEASES A CHECK TO THE AWARD RECIPIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON COMPLETION OF THE RETURN, A FINAL DRAFT IS DISTRIBUTED TO THE MEMBERS FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. ALL DIRECTORS SIGNED THEIR RESPECTIVE STATEMENTS IN JANUARY 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CALIFORNIA CERTIFICATE OF STATUS, THE ARTICLES OF INCORPORATION, THE BY-LAWS, THE IRS DETERMINATION LETTER CONFIRMING 501(C)(3) STATUS AND THE IRS RULING CONCERNING RETIREMENT HOMES QUALIFICATION FOR EXEMPTION UNDER 501(C)(3) ARE ALL AVAILABLE ON THE FOUNDATION'S WEBSITE AT HTTPS://WWW.SRCLIVINGLEGACYFOUNDATION.ORG/LEGAL.HTML THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0829212
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01338065
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/ReturnTs02023-03-25T17:13:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLIN
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,338,065
Liabilities
$3,000
Net assets
$1,335,065
Revenue
$741,061
Expenses
$110,826
Net income
$630,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.32$0.13$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.32$0.12$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.74$0.11$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.74$0.11$0.63
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.18$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.70$0.07$0.64