Warner Fund Inc (also known as Joseph Leroy and Ann C Warner Fund Inc) is a regional private foundation headquartered in New York, New York. The organization operates as a 501(c)(3) nonprofit entity and focuses on supporting individuals and organizations primarily located in New York and New Jersey.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.8M

+1.9% YoY

Annual Giving

$392K

-11.8% YoY

Grant Count

33

-34.0% YoY

Avg Grant Size

$12K

+33.6% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The Warner Fund prioritizes scholarships and funding initiatives that promote education, equity, and community development. The foundation aims to create lasting impact in areas where it is most needed.

Grantmaking

The foundation made 57 grants in 2024, with recent recipients including:

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Geographic Focus

Where this funder awards grants

The Warner Fund primarily supports individuals and organizations located in New York and New Jersey, with a regional focus on these areas.

Grant Distribution by State

14states
+6 more states

Cities

AtlantaBakersfieldBeaufortBostonBronxBrooklynCalifonChapel HillCharlestonChestnut HillChicagoCincinnatiColumbiaCoral GablesLittle RockLong BeachLos AngelesNew YorkPhiladelphiaPittsburgh

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $6,832,595
  • Total Revenues: $662,615
  • Total Expenses: $531,040
  • Investment Income and Dividends: $152,770
  • Net Gain from Sale of Non-Inventory Assets: $368,955

The foundation's revenue composition shifted significantly in 2024, with no grants or contributions received (compared to $300,000 in 2023), while investment income increased 14.4% year-over-year.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$399K$599K$799K20202021202220232024
Metric202420232022
Total Assets$6,832,595$6,707,137$6,631,966
Revenue$662,615$644,501$726,331
Expenses$531,040$529,444$486,762
Qualifying Distributions$391,500$444,110$409,600
Net Investment Income$523,075$259,167$649,169
Distributable Amount$392,220$354,340$350,565

Giving Over Time

Total grant dollars and number of grants per year

$0$118K$237K$355K$474K46 grants202057 grants202141 grants202250 grants202333 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

INSTITUTE FOR POLICY STU…$80KNY LAW SCHOOL$80KBOSTON COLLEGE$25KINTERNATIONAL CTR FOR JO…$20KINTL AFRICAN AMERICAN MU…$20KBEAU BIDEN FOUNDATION$15KTHE CONTEMPORARY ART FOU…$15KCARNEGIE HALL$12KCLINTON FOUNDATION$10KJFK CENTER FOR PERFORMIN…$10K

Grant Size Distribution

220 grants across all recorded years

211<$50K8$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation maintains a small staff of 2 employees.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LEWIS STEELTRUSTEE1
KITTY STEELTRUSTEE1
PATRICK STEELTRUSTEE1
JANINE STEEL ZANETRUSTEE1
BRIAN STEELTRUSTEE1

Contact Information

  • Phone: (646) 751-8795
  • Primary Address: 2 Rector St FL 20, New York, NY 10006
  • Additional Offices: 85 Broad St and 85 Broad St FL 28, New York, NY 10004

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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