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Original Trusts (no longer available for contribution)
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While the Trusts will seek to provide tax-advantaged monthly distributions to income beneficiaries growing over time with inflation and increasing amounts available for charitable purposes upon termination of beneficiaries’ income interests, the Trusts’ overall investment results are subject to market risk and are not guaranteed by any person. Distributions to income beneficiaries may fluctuate with changes in economic conditions, may not grow over time at rates consistent with inflation and may decline. The tax character of distributed Trust income may vary. The principal amount available for charitable purposes upon termination of a Trust Account’s income interests may be higher or lower than the value of the Trust Account at initial funding.
Download U.S. Legacy Income Trusts Investment Overview
- Last updated: Jun 30, 2023
Download Legacy Income Common Trust Fund Financial Statement and Auditors' Report
- Last updated: Dec 31, 2022
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