D & R Legacy Fund

NORTHFIELD, IL EIN: 86-2554253

D & R Legacy Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTHFIELD, IL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it awarded 14 grants totaling $545K. Net investment income was $242K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.5M

-4.2% YoY

Annual Giving

$545K

+19.8% YoY

Grant Count

14

-6.7% YoY

Avg Grant Size

$39K

+28.3% YoY

About D & R Legacy Fund

Based on IRS filings

D & R Legacy Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTHFIELD, IL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it awarded 14 grants totaling $545K. Net investment income was $242K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ChicagoDurhamGenevaHighland ParkHighwoodLake BluffLake ForestMadisonNorthfieldSkokie

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$251K$502K$753K$1M2021202220232024
Metric202420232022
Total Assets$6,538,195$6,824,118$6,968,725
Revenue$506,563$535,466$913,061
Expenses$809,148$713,869$876,370
Qualifying Distributions$545,000$455,000$625,000
Net Investment Income$242,415$276,597$661,691
Distributable Amount$521,296$497,422$535,716

Giving Over Time

Total grant dollars and number of grants per year

$0$156K$313K$469K$625K13 grants202114 grants202215 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Thresholds$100KTROSA$80KNorth Shore Senior Center$75KIllinois Holocaust Museu…$50KFill a Heart 4 Kids$35KNorthern Illinois Food B…$30KPlanned Parenthood$30KUniversity of Wisconsin …$30KCradles to Crayons Chicago$25KFriends of the Highwood …$25K

Grant Size Distribution

56 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Babette H RosenthalDirector
Philip D RosenthalDirector
Samuel L RosenthalDirector
Martin RosenthalDirector
Robert H RosenthalDirector

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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