Legacy Heritage Fund Limited
NEW YORK, NY EIN: 13-4077801
Financial Overview
From 2024 IRS Form 990-PF
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
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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 History
Grant recipients and amounts by year
No grants recorded for .
Who else does Legacy Heritage Fund Limited fund?
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Key People
Officers and directors from IRS filings
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 | — | — |
Geographic Focus
Where this funder has awarded grants
States
Cities
New York
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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