Phoenix-monadnock Charitable Foundation

LEOMINSTER, MA EIN: 81-5104667

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

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.

Ready to take the next step with Phoenix-monadnock Charitable Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Fitchburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$285K$570K$856K$1M20202021202220232024
Metric202420232022
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

$0$115K$229K$344K$458K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

COMMUNITY FOUNDATION OF …$435K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K5$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STEVEN K OSTROFFTRUSTEE5
EDWARD J ATTERTRUSTEE5
HENRI L SANSTRUSTEE5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Phoenix-monadnock Charitable Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities