The Williams Legacy Foundation Inc

Private foundation · Grantmaker Saratoga Springs, NY EIN: 81-4710996

The Williams Legacy Foundation Inc is a private foundation, based in Saratoga Springs, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 8 grants totaling $380K. Net investment income was $62K.

The Williams Legacy Foundation Inc at a glance

In short: The Williams Legacy Foundation Inc gave $380K across 8 grants in 2024 (avg $48K), mostly in Ohio. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$380,350
+481.1% vs 2023
Grants made (2024)
8
+60.0% vs 2023
Average grant
$47,544
+263.2% vs 2023
Median grant
$10,000
Total assets
$2,520,229
-7.2% vs 2023
Primary geography
Ohio (53% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who The Williams Legacy Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Fidelity Charitable: $200KFidelity Charitable$200KNorton Museum of Art: $140KNorton Museum of Art$140KThe Olana Partnership: $15KThe Olana Partnership$15KSt James Episcopal Church: $10KSt James Episcopal Church$10KHistorical Society of Palm Beach: $10KHistorical Society of PalmBeach$10KGift of Life Inc: $3KGift of Life Inc$3KThe Lord's Place Inc: $1KThe Lord's Place Inc$1KMounts Botanical Gardens: $1KMounts Botanical Gardens$1K

The largest 2024 recipient was Fidelity Charitable ($200K). Together the top 8 received $380K.

Grant Size Distribution

20 grants across all recorded years

16<$50K1$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 20 (80%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2024 grant dollars across all 8 itemized grants.

Cities

West Palm BeachSaratoga SpringsCincinnatiNew YorkOverland ParkSchenectadyGreat NeckHudson

How The Williams Legacy Foundation Inc gives

  • Giving grew 1073% from 2021 to 2024. Method
  • In 2024 it paid out 184% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grant2020 2 grants2021 4 grants2022 5 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $19K (2022) to $380K (2024). In 2024 it made 8 grants totaling $380K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Fidelity Charitable Cincinnati, OHGeneral Charitable Purposes$200,029
Norton Museum of Art West Palm Beach, FLGeneral Charitable Purposes$140,121
The Olana Partnership Hudson, NYGeneral Charitable Purposes$15,000
St James Episcopal Church Black Mountain, NCGeneral Charitable Purposes$10,000
Historical Society of Palm Beach West Palm Beach, FLGeneral Charitable Purposes$10,000
Gift of Life Inc Overland Park, KSGeneral Charitable Purposes$3,000
The Lord's Place Inc West Palm Beach, FLGeneral Charitable Purposes$1,200
Mounts Botanical Gardens West Palm Beach, FLGeneral Charitable Purposes$1,000
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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$2,520,229$70,424$438,020$380,3508$430,050$62,454$234,320
2023$2,716,932$29,908$122,303$65,4585$117,342$24,947$194,148
2022$2,806,984$31,464$79,577$18,7004$70,700$22,587$176,458
2021$2,855,361$1,131,314$70,045$32,4222$64,892$118,243$156,438
2020$2,248,996$803,973$151,579$119,0051—$23,169$134,930

Under IRS private-foundation payout rules, The Williams Legacy Foundation Inc reported a distributable amount of $234K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Williams Legacy Foundation Inc is led by Kelly Williams, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Kelly Williams

    President

    On filings since 2020

    No compensation reported

  • Andrew Forsyth

    Vice President

    On filings since 2020

    No compensation reported

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 The Williams Legacy Foundation Inc

How much does The Williams Legacy Foundation Inc give each year?

The Williams Legacy Foundation Inc gave $380K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $65K across 5 grants.

What is The Williams Legacy Foundation Inc's typical grant size?

The Williams Legacy Foundation Inc's median grant in 2024 was $10,000, and its average grant was $47,544, across 8 grants on its 2024 IRS Form 990-PF.

Where does The Williams Legacy Foundation Inc give grants?

The Williams Legacy Foundation Inc gives mostly in Ohio: 53% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Florida (40%). The most frequent recipient cities were West Palm Beach, FL (4 grants).

Does The Williams Legacy Foundation Inc give general operating support?

Yes: 100% of The Williams Legacy Foundation Inc's 2024 grants with a stated purpose (8 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Williams Legacy Foundation Inc's largest grantees?

The Williams Legacy Foundation Inc's largest 2024 grantees include Fidelity Charitable ($200,029), Norton Museum of Art ($140,121) and The Olana Partnership ($15,000), according to its 2024 IRS Form 990-PF. Together they received 93% of its itemized 2024 grant dollars.

How large is The Williams Legacy Foundation Inc?

The Williams Legacy Foundation Inc reported $2.5M in total assets on its 2024 IRS Form 990-PF. It paid out $430K in qualifying distributions that year, against a required minimum of $234K (roughly 5% of its investment assets).

What is The Williams Legacy Foundation Inc's EIN?

The Williams Legacy Foundation Inc's EIN (Employer Identification Number) is 81-4710996. 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.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Williams Legacy Foundation Inc'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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