Legacy Heritage Fund Limited is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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
About Legacy Heritage Fund Limited
Based on IRS filings
Legacy Heritage Fund Limited is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| B GLOZNEK | ASSISTANT SECRETARY | — | — |
| W STERN | DIRECTOR | — | — |
| R KANNER | DIRECTOR | — | — |
| S WEXNER | PRES,SECY,TREAS,DIR | — | — |
| G LEVY | DIRECTOR | — | — |
| R AGUS | DIRECTOR | — | — |
| D WEISSMAN | DIRECTOR | — | — |
| W FEINSTEIN | DIRECTOR | — | — |
| R FEIT | DIRECTOR | — | — |
| G GRAFF | DIRECTOR | — | — |
| B LOPATA | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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