Funder DirectoryLEGACY HERITAGE FUND LIMITED
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Private foundation (trust)EIN 134077801Est. 2000-06

LEGACY HERITAGE FUND LIMITED

NEW YORK, NY 10022

Total Assets

$39.2M

FY 2024

Annual Giving

$297K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$148K

FY 2024

Grant Range

$22–$297K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$297K

Legacy heritage programming llc

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.2M

Total Expenses

$2.3M

Qualifying Distributions

$2.0M

Distributable Amount

$1.7M

Min. Investment Return

$1.7M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $471K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

8 grants

LEGACY HERITAGE PROGRAMMING LLC
$1.5M
4 grants
LEGACY HERITAGE INVESTORS I LLC
$343
4 grants

Grant Size Distribution

8 grants

<$10K
4
grants
$10–50K
$50–250K
1
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

1 states

New York
$1.5M
100% of total

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LEGACY HERITAGE FUND LIMITED — Grants, Financials & Contact | Grantivo