Phoenix-monadnock Charitable Foundation
Phoenix-monadnock Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEOMINSTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 1 grants totaling $435K. Net investment income was $1.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.4M
+6.6% YoY
Annual Giving
$435K
+0.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$435K
+0.1% YoY
Under IRS private-foundation payout rules, Phoenix-monadnock Charitable Foundation reported a distributable amount of $524K for 2024 — the minimum it must pay out in qualifying distributions.
About Phoenix-monadnock Charitable Foundation
Based on IRS filings
Phoenix-monadnock Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEOMINSTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.4M in total assets. In 2024, it awarded 1 grants totaling $435K. Net investment income was $1.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,444,487 | $8,861,627 | $8,303,326 |
| Revenue | $1,037,047 | $1,001,614 | $735,597 |
| Expenses | $454,187 | $443,313 | $477,616 |
| Qualifying Distributions | $434,765 | $434,404 | $458,356 |
| Net Investment Income | $1,036,148 | $1,000,697 | $734,771 |
| Distributable Amount | $524,144 | $434,765 | $434,404 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Foundation of North Central Massachusetts ($434,765).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS FITCHBURG, MA | ENABLE DONEE TO CONTINUE EXEMPT FUNCTION | $434,765 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN K OSTROFF | TRUSTEE | 5 | — |
| EDWARD J ATTER | TRUSTEE | 5 | — |
| HENRI L SANS | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Phoenix-monadnock Charitable Foundation?
Phoenix-monadnock Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEOMINSTER, MA. It holds $9.4M in total assets as of 2024.
How large is Phoenix-monadnock Charitable Foundation?
As of 2024, Phoenix-monadnock Charitable Foundation holds $9.4M in total assets with $1.0M in annual revenue. It awarded 1 grants totaling $435K in 2024.
Where does Phoenix-monadnock Charitable Foundation operate?
Phoenix-monadnock Charitable Foundation has awarded grants in Massachusetts.
What size grants does Phoenix-monadnock Charitable Foundation award?
In 2024, Phoenix-monadnock Charitable Foundation awarded 1 grants totaling $435K — an average of about $435K per grant, based on its IRS Form 990 filings.
How much is Phoenix-monadnock Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Phoenix-monadnock Charitable Foundation reported a distributable amount of $524K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Phoenix-monadnock Charitable Foundation's EIN?
Phoenix-monadnock Charitable Foundation's EIN (Employer Identification Number) is 81-5104667. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.