D & R Legacy Fund

Private foundation · Grantmaker Northfield, IL EIN: 86-2554253

D & R Legacy Fund is a private foundation based in Northfield, Illinois. Its 2024 filing reports 14 grants totaling $545,000 to charitable organizations.

D & R Legacy Fund at a glance

In short: D & R Legacy Fund gave $545K across 14 grants in 2024 (avg $39K), mostly in Illinois. 0% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$545,000
+19.8% vs 2023
Grants made (2024)
14
-6.7% vs 2023
Average grant
$38,929
+28.3% vs 2023
Median grant
$30,000
Total assets
$6,538,195
-4.2% vs 2023
New grantees (estimate)
0% first-time grantees (0 of 14, 2024; small sample)
Primary geography
Illinois (80% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to D & R Legacy Fund

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.

Contact

Mailing address: 324 Regent Wood Road, Northfield, IL 60093
Phone: (847) 926-0327

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who D & R Legacy Fund funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Thresholds: $100KThresholds$100KTrosa: $80KTrosa$80KNorth Shore Senior Center: $75KNorth Shore Senior Center$75KIllinois Holocaust Museum & Education Center: $50KIllinois Holocaust Museum &Education Center$50KFill a Heart 4 Kids: $35KFill a Heart 4 Kids$35KNorthern Illinois Food Bank: $30KNorthern Illinois Food Bank$30KPlanned Parenthood: $30KPlanned Parenthood$30KUniversity of Wisconsin Fondation: $30KUniversity of WisconsinFondation$30KCradles to Crayons Chicago: $25KCradles to Crayons Chicago$25KFriends of the Highwood Park Public Library: $25KFriends of the Highwood ParkPublic Library$25K

The largest 2024 recipient was Thresholds ($100K). Together the top 10 received $480K.

Grant Size Distribution

56 grants across all recorded years

46<$50K7$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 46 grants of 56 (82%).

Geographic Focus

Where this funder awards grants

In 2024, grant dollars by recipient state were reported as Illinois 80%, North Carolina 15%, and Wisconsin 6%.

Grant Distribution by State

3states

Share of 2024 grant dollars across all 14 itemized grants.

Cities

ChicagoDurhamGenevaHighwoodLake BluffMadisonNorthfieldLake ForestHighland ParkSkokie

Is D & R Legacy Fund open to new grantees?

0%

first-time grantees, 2024

In 2024, 0 of 14 grantees (0%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count

  • 100% of 2024 grantees were also funded in 2023. Method
  • Giving grew 153% from 2021 to 2024. Method
  • In 2024 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K13 grants2021 14 grants2022 15 grants2023 14 grants2024

From 2021 to 2024, annual grant giving ranged from $215K (2021) to $625K (2022). In 2024 it made 14 grants totaling $545K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Thresholds Chicago, ILCivic & Social$100,000
Trosa Durham, NCCivic & Social$80,000
North Shore Senior Center Northfield, ILCivic & Social$75,000
Illinois Holocaust Museum & Education Center Skokie, ILCivic & Social$50,000
Fill a Heart 4 Kids Lake Forest, ILCivic & Social$35,000
Northern Illinois Food Bank Geneva, ILCivic & Social$30,000
Planned Parenthood Chicago, ILCivic & Social$30,000
University of Wisconsin Fondation Madison, WICivic & Social$30,000
Cradles to Crayons Chicago Chicago, ILCivic & Social$25,000
Friends of the Highwood Park Public Library Highwood, ILCivic & Social$25,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$6,538,195$506,563$809,148$545,00014$545,000$242,415$521,296
2023$6,824,118$535,466$713,869$455,00015$455,000$276,597$497,422
2022$6,968,725$913,061$876,370$625,00014$625,000$661,691$535,716
2021$6,928,329$331,757$292,776$215,00013$215,000$253,981$190,053

Under IRS private-foundation payout rules, D & R Legacy Fund reported a distributable amount of $521K for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants include support for organizations whose stated work includes services for older adults, children and families, food access, and community organizations. For example, North Shore Senior Center says its mission is to foster older adults’ independence and well-being, while Northern Illinois Food Bank says it provides meals and access to nutritious food through its network of pantries and programs.

Grantmaking

In 2024, the foundation gave 14 grants totaling $545,000. Grants ranged from $10,000 to $100,000, with a median grant of $30,000.

Among the largest reported grants were $100,000 to Thresholds, $80,000 to TROSA, $75,000 to North Shore Senior Center, $50,000 to Illinois Holocaust Museum & Education Center, $35,000 to Fill a Heart 4 Kids, and $30,000 each to Northern Illinois Food Bank, Planned Parenthood, and University of Wisconsin Fondation.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Babette H Rosenthal, Philip D Rosenthal, Samuel L Rosenthal, Martin Rosenthal, and Robert H Rosenthal as directors.

D & R Legacy Fund's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Babette H Rosenthal

    Director

    On filings since 2021

    No compensation reported

  • Martin Rosenthal

    Director

    On filings since 2021

    No compensation reported

  • Philip D Rosenthal

    Director

    On filings since 2021

    No compensation reported

  • Samuel L Rosenthal

    Director

    On filings since 2021

    No compensation reported

  • Robert H Rosenthal

    Director

    On filings since 2022

    No compensation reported

Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about D & R Legacy Fund

How much does D & R Legacy Fund give each year?

D & R Legacy Fund gave $545K across 14 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $455K across 15 grants.

What is D & R Legacy Fund's typical grant size?

D & R Legacy Fund's median grant in 2024 was $30,000, and its average grant was $38,929, across 14 grants on its 2024 IRS Form 990-PF.

Where does D & R Legacy Fund give grants?

D & R Legacy Fund gives mostly in Illinois: 80% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (15%) and Wisconsin (6%). The most frequent recipient cities were Chicago, IL (6 grants).

Does D & R Legacy Fund give general operating support?

Not in 2024: none of the 14 grants with a stated purpose on D & R Legacy Fund's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Civic & Social" (14 grants).

Who are D & R Legacy Fund's largest grantees?

D & R Legacy Fund's largest 2024 grantees include Thresholds ($100,000), Trosa ($80,000) and North Shore Senior Center ($75,000), according to its 2024 IRS Form 990-PF. Together they received 47% of its itemized 2024 grant dollars.

How large is D & R Legacy Fund?

D & R Legacy Fund reported $6.5M in total assets on its 2024 IRS Form 990-PF. It paid out $545K in qualifying distributions that year, against a required minimum of $521K (roughly 5% of its investment assets).

What does D & R Legacy Fund fund?

No mission statement for the foundation is provided. Its 2024 grants include support for organizations whose stated work includes services for older adults, children and families, food access, and community organizations. See mission & focus areas ↑

How do I apply for a grant from D & R Legacy Fund?

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is D & R Legacy Fund's EIN?

D & R Legacy Fund's EIN (Employer Identification Number) is 86-2554253. IRS Form 990 filing data is available on this page for 2021–2024.

Does D & R Legacy Fund accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2024

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Cite this profile

Grantable. (2026). D & R Legacy Fund funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/d-and-r-legacy-fund-morg_561526456e0e4222aa713e3d0e6530aa

BibTeX
@misc{grantable_862554253_2026,
  author       = {{Grantable}},
  title        = {{D \& R Legacy Fund funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/d-and-r-legacy-fund-morg_561526456e0e4222aa713e3d0e6530aa},
  note         = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from D & R Legacy Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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