AUMdb

Legacy Fund

EIN 460504300 · 501(c)(3) · Public charity · Santa Ana, CA · recognized 2004

Assets
$67.9M
Revenue
$5.7M
Expenses
$4.9M
Investment income
$49.3K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Opacic Consulting Group Consulting $120,000

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Steve Wagner Ceo & vp operations $411,235 $0
Joyce Christensen Cfo (term ended 7/10/23) $43,914 $0
Bernard Schneider President $0 $0
Cambria Cline Secretary $0 $0