Legacy Heritage Fund Limited
Legacy Heritage Fund Limited is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $19.2M in total assets. In 2024, it awarded 2 grants totaling $297K. Net investment income was $903K.
Key facts about Legacy Heritage Fund Limited
In short: Legacy Heritage Fund Limited gave $297K across 2 grants in 2024 (avg $148K), mostly in New York. Source: 2024 IRS Form 990-PF.
- EIN
- 13-4077801
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $296,754
- Grants made (2024)
- 2
- Average grant
- $148,377
- Median grant
- $148,377
- Total assets
- $19,226,889
- Primary geography
- New York (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$19.2M
-5.6% YoY
Annual Giving
$297K
-37.1% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$148K
-37.1% YoY
Under IRS private-foundation payout rules, Legacy Heritage Fund Limited reported a distributable amount of $1.7M for 2024 — the minimum it must pay out in qualifying distributions.
How Legacy Heritage Fund Limited gives
- Giving grew 61% from 2021 to 2024. Method
- In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $184K (2021) to $471K (2023). In 2024 it made 2 grants totaling $297K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Legacy Heritage Programming LLC ($297K). Together the top 2 received $297K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 4 grants of 9 (44%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Legacy Heritage Programming LLC New York, NY | Legacy heritage programming llc (LHPL) is a wholly owned subsidiary of legacy heritage fund limited (LHFL). LHPL provided operational and administrative services for charitable, educational and religious programming supported by LHFL. | $296,732 |
| Legacy Heritage Investors I LLC New York, NY | From Passthrough | $22 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $19,226,889 | $20,370,028 | $22,236,002 |
| Revenue | $1,178,911 | $1,077,200 | $1,007,822 |
| Expenses | $2,313,592 | $2,929,980 | $2,848,637 |
| Qualifying Distributions | $2,025,795 | $2,616,146 | $2,376,190 |
| Net Investment Income | $903,082 | $768,339 | $534,710 |
| Distributable Amount | $1,678,542 | $1,580,484 | $1,653,157 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Legacy Heritage Fund Limited is led by S. Wexner, President, Secretary, Treasurer & Director on every filing since 2020; none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
S. Wexner
President, Secretary, Treasurer & Director
On filings since 2020
No compensation reported
B. Lopata
Director
On filings since 2020
No compensation reported
D. Weissman
Director
On filings since 2020
No compensation reported
G. Graff
Director
On filings since 2020
No compensation reported
G. Levy
Director
On filings since 2020
No compensation reported
R. Agus
Director
On filings since 2020
No compensation reported
R. Feit
Director
On filings since 2020
No compensation reported
R. Kanner
Director
On filings since 2020
No compensation reported
W. Feinstein
Director
On filings since 2020
No compensation reported
W. Stern
Director
On filings since 2020
No compensation reported
B. Gloznek
Assistant Secretary
On filings since 2020
No compensation reported
Former officers (1)
- Former: D. Korn (2020–2021) — Tax Matters Officer
Data from IRS Form 990 filings, 2020–2024. "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 Legacy Heritage Fund Limited
How much does Legacy Heritage Fund Limited give each year?
Legacy Heritage Fund Limited gave $297K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $471K across 2 grants.
How large is Legacy Heritage Fund Limited?
Legacy Heritage Fund Limited reported $19.2M in total assets on its 2024 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $1.7M (roughly 5% of its investment assets).
Where does Legacy Heritage Fund Limited operate?
Legacy Heritage Fund Limited has awarded grants in New York.
What is Legacy Heritage Fund Limited's EIN?
Legacy Heritage Fund Limited's EIN (Employer Identification Number) is 13-4077801. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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