Windermere Legacy Fund Inc

Private foundation · Grantmaker Windermere, FL EIN: 39-3619475

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

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

OrlandoWindermere

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K2 grants2025

In 2025 it made 2 grants totaling $13K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Sleep in Heavenly Peace: $10KSleep in Heavenly Peace$10KThe Windermere Police Department: $3KThe Windermere PoliceDepartment$3K

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

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Sleep in Heavenly Peace Orlando, FLGeneral Fund$10,000
The Windermere Police Department Windermere, FLGeneral Fund$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2025
Metric2025
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

  1. 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.

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