Phoenix Foundation Trust Fund
Phoenix Foundation Trust Fund is a private foundation, based in GILBERT, AZ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $897K in total assets. In 2024, it awarded 16 grants totaling $46K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$897K
+1.5% YoY
Annual Giving
$46K
+15.0% YoY
Grant Count
16
-30.4% YoY
Avg Grant Size
$3K
+65.3% YoY
Under IRS private-foundation payout rules, Phoenix Foundation Trust Fund reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
About Phoenix Foundation Trust Fund
Based on IRS filings
Phoenix Foundation Trust Fund is a private foundation, based in GILBERT, AZ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $897K in total assets. In 2024, it awarded 16 grants totaling $46K. Net investment income was $26K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $897,368 | $883,814 | $893,020 |
| Revenue | $33,284 | $20,720 | $43,251 |
| Expenses | $66,724 | $53,816 | $31,342 |
| Qualifying Distributions | $59,667 | $45,490 | $23,901 |
| Net Investment Income | $26,364 | $28,229 | $36,144 |
| Distributable Amount | $43,013 | $42,753 | $48,968 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
78 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Merran Garmon ($3,446), Clark Coleman ($3,446), Elizabeth Fevold ($3,446).
| Recipient | Purpose | Amount |
|---|---|---|
| MERRAN GARMON FLAGSTAFF, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $3,446 |
| CLARK COLEMAN TEMPE, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $3,446 |
| EMMA ALMODOBA PRESCOTT, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $1,846 |
| ELIZABETH FEVOLD TEMPE, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $3,446 |
| HALEY CHILDRESS PRESCOTT, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $3,446 |
| ISABELLA COUTURE FLAGSTAFF, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $3,446 |
| JO MIKRONIS TUCSON, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $2,446 |
| KIERA RATJE TUCSON, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $2,446 |
| MACKENZIE DORE PHOENIX, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $3,446 |
| MAYCEE MICHAELS SIERRA VISTA, AZ | SCHOLARSHIPS TO COLLEGES & UNIVERSITIES. | $3,446 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL DALE | GRAND MASTER (STARTED 06/08/24) | 0.1 | — |
| GREGORY A VASQUEZ | GRAND SECRETARY | 0.1 | — |
| RONALD W RICHARDS | GRAND TREASURER | 0.1 | — |
| RANDAL SCOTT JAGER | GRAND TRUSTEE | 0.1 | — |
| WILLIAM E WILKINSON | GRAND TRUSTEE (LEFT 06/08/24) | 0.1 | — |
| CRAIG GROSS | GRAND TRUSTEE | 0.1 | — |
| JIM BAKER | GRAND TRUSTEE | 0.1 | — |
| GEORGE RUSK | GRAND MASTER (LEFT 06/08/24) | 0.1 | — |
| DAVID SAHADY | GRAND TRUSTEE (STARTED 06/08/24) | 0.1 | — |
Frequently Asked Questions
How large is Phoenix Foundation Trust Fund?
As of 2024, Phoenix Foundation Trust Fund holds $897K in total assets with $33K in annual revenue. It awarded 16 grants totaling $46K in 2024.
Where does Phoenix Foundation Trust Fund operate?
Phoenix Foundation Trust Fund has awarded grants in Arizona, Michigan.
What size grants does Phoenix Foundation Trust Fund award?
In 2024, Phoenix Foundation Trust Fund awarded 16 grants totaling $46K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Phoenix Foundation Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Phoenix Foundation Trust Fund reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Phoenix Foundation Trust Fund's EIN?
Phoenix Foundation Trust Fund's EIN (Employer Identification Number) is 95-9013325. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Phoenix Foundation Trust Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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