Windermere Legacy Fund Inc
Windermere Legacy Fund Inc is a private foundation, based in Windermere, FL. IRS filing data is available for 2025. As of 2025, the organization holds $356K in total assets. In 2025, it awarded 2 grants totaling $13K. Net investment income was $3K.
Key facts about Windermere Legacy Fund Inc
In short: Windermere Legacy Fund Inc gave $13K across 2 grants in 2025 (avg $6K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 39-3619475
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,500
- Grants made (2025)
- 2
- Average grant
- $6,250
- Median grant
- $6,250
- Total assets
- $356,058
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$356K
Annual Giving
$13K
Grant Count
2
Avg Grant Size
$6K
Under IRS private-foundation payout rules, Windermere Legacy Fund Inc reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
How Windermere Legacy Fund Inc gives
- In 2025 it paid out 143% 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 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 2 grants totaling $13K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Sleep in Heavenly Peace ($10K). Together the top 2 received $13K.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sleep in Heavenly Peace Orlando, FL | General Fund | $10,000 |
| The Windermere Police Department Windermere, FL | General Fund | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 |
|---|---|
| Total Assets | $356,058 |
| Revenue | $369,568 |
| Expenses | $13,510 |
| Qualifying Distributions | $12,500 |
| Net Investment Income | $2,824 |
| Distributable Amount | $8,764 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 27, 2026)
Leadership & Key People
Officers and directors from IRS filings
Windermere Legacy Fund Inc is led by Ct Allen, Chairman on the 2025 filing; none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ct Allen
Chairman
New on the 2025 filing
No compensation reported
Andy Williams
Director
New on the 2025 filing
No compensation reported
Bill Martini
Director
New on the 2025 filing
No compensation reported
Debi Lake
Director
New on the 2025 filing
No compensation reported
Kelley Duell
Director
New on the 2025 filing
No compensation reported
Robert Smith
Director
New on the 2025 filing
No compensation reported
Sean Murphy
Director
New on the 2025 filing
No compensation reported
Jim O. Brien
Vice Chairman
New on the 2025 filing
No compensation reported
Molly Rose
Treasurer
New on the 2025 filing
No compensation reported
Pam Martini
Secretary
New on the 2025 filing
No compensation reported
Data from IRS Form 990 filings, 2025. "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 Windermere Legacy Fund Inc
How much does Windermere Legacy Fund Inc give each year?
Windermere Legacy Fund Inc gave $13K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
How large is Windermere Legacy Fund Inc?
Windermere Legacy Fund Inc reported $356K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
Where does Windermere Legacy Fund Inc operate?
Windermere Legacy Fund Inc has awarded grants in Florida.
What is Windermere Legacy Fund Inc's EIN?
Windermere Legacy Fund Inc's EIN (Employer Identification Number) is 39-3619475. IRS Form 990 filing data is available on this page for 2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Windermere Legacy Fund Inc by hand.
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