Nonprofit · EIN 13-4077801
LEGACY HERITAGE FUND LIMITED
Tax-exempt · NEW YORK, NY 10177
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,178,911 | $2,313,592 | -$1,134,681 | $19,226,889 | $75,054 | $19,151,835 |
| December 31, 2023 | 990-PF | $1,077,200 | $2,929,980 | -$1,852,780 | $20,370,028 | $83,512 | $20,286,516 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $336,686
- Interest
- $27,841
- Net rental income
- -$180,138
- Net gain from sales of assets
- $795,103
- Other income
- $19,281
Expenses
- Grants and similar amounts paid
- $296,754
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $883,198
- Disbursements for charitable purposes
- $2,025,795
- Excise tax on investment income
- $12,553
Balance sheet and other
- Total assets, start of year
- $20,370,028
- Total assets, end of year
- $19,226,889
- Total liabilities, end of year
- $75,054
- Net assets, end of year
- $19,151,835
- Fair market value of assets
- $39,188,123
- Qualifying distributions
- $2,025,795
- Net investment income
- $1,173,168
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| S SAPOSH 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | SENIOR PROGRAM DIREC Highest-paid employee | 40 | $282,116 | $19,759 |
| J MAUSKOPF 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | CHIEF ACCOUNTING OFF Highest-paid employee | 40 | $219,096 | $16,614 |
| J BELASCO 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | PROGRAM DIRECTOR Highest-paid employee | 40 | $205,290 | $15,920 |
| L MEISLIN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | PROGRAM DIRECTOR Highest-paid employee | 40 | $153,591 | $11,920 |
| E WEITZMAN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | PROGRAM DIRECTOR Highest-paid employee | 40 | $137,431 | $14,778 |
| B GLOZNEK 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | ASSISTANT SECRETARY | 0 | $0 | $0 |
| W STERN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| R KANNER 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| S WEXNER 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | PRES,SECY,TREAS,DIR | 0 | $0 | $0 |
| G LEVY 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| R AGUS 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| D WEISSMAN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| W FEINSTEIN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| R FEIT 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| G GRAFF 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| B LOPATA 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Y PRAGER 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $434,760 | $0 |
| S SAPOSH 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | SENIOR PROGRAM DIREC Highest-paid employee | 40 | $246,982 | $19,759 |
| J MAUSKOPF 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | CHIEF ACCOUNTING OFF Highest-paid employee | 40 | $207,670 | $16,614 |
| J BELASCO 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | PROGRAM DIRECTOR Highest-paid employee | 40 | $199,000 | $15,920 |
| E WEITZMAN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | PROGRAM DIRECTOR Highest-paid employee | 40 | $184,717 | $14,778 |
| B GLOZNEK 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | ASSISTANT SECRETARY | 0 | $0 | $0 |
| W STERN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| R KANNER 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| S WEXNER 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | PRES,SECY,TREAS,DIR | 0 | $0 | $0 |
| G LEVY 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| R AGUS 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| D WEISSMAN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| W FEINSTEIN 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| R FEIT 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| G GRAFF 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
| B LOPATA 575 LEXINGTON AVENUE 34TH FL, NEW YORK, NY 10022 | DIRECTOR | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 PARK AVENUE SUITE 501, NEW YORK, NY 10177-0001
- In care of
- % SUSAN R WEXNER
- Signed the 990-PF
- PAMELA KATZ, CFO
- Phone
- (212) 686-7160
- Return prepared by
- HERTZ HERSON CPA LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-4077801
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $19,226,889
- Income (IRS master file)
- $383,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,178,911 | $2,313,592 | $19,226,889 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,077,200 | $2,929,980 | $20,370,028 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4077801).
Questions about LEGACY HERITAGE FUND LIMITED
- What is the EIN of LEGACY HERITAGE FUND LIMITED?
- The employer identification number (EIN) of LEGACY HERITAGE FUND LIMITED is 13-4077801.
- Is LEGACY HERITAGE FUND LIMITED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to LEGACY HERITAGE FUND LIMITED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEGACY HERITAGE FUND LIMITED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEGACY HERITAGE FUND LIMITED due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY HERITAGE FUND LIMITED last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LEGACY HERITAGE FUND LIMITED?
- The 990-PF for the year ended December 31, 2024 lists 16 people; 5 received compensation from the organization, the highest $282,116 (S SAPOSH, SENIOR PROGRAM DIREC).
- How much revenue does LEGACY HERITAGE FUND LIMITED have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,178,911, expenses of $2,313,592 and total assets of $19,226,889 at year end.
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