Pmh Legacy is a private foundation focused on Health, based in ROXBORO, NC. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $3.5M. Net investment income was $137K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$3.5M
Grant Count
1
Avg Grant Size
$3.5M
Under IRS private-foundation payout rules, Pmh Legacy reported a distributable amount of $159K for 2024 — the minimum it must pay out in qualifying distributions.
About Pmh Legacy
Based on IRS filings
Pmh Legacy is a private foundation focused on Health, based in ROXBORO, NC. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $3.5M. Net investment income was $137K.
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 | — | $3,364,567 | $3,303,362 |
| Revenue | $136,967 | $73,706 | $7,887 |
| Expenses | $3,501,534 | $12,501 | $6,470 |
| Qualifying Distributions | $3,494,749 | $6,250 | — |
| Net Investment Income | $136,967 | $73,706 | $7,887 |
| Distributable Amount | $159,031 | $162,746 | — |
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
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Nc Community Foundation Inc ($3,490,086).
| Recipient | Purpose | Amount |
|---|---|---|
| NC COMMUNITY FOUNDATION INC RALEIGH, NC | SUPPORT FOUNDATION MISSION | $3,490,086 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBBY W JONES | CHAIR | 1 | — |
| CLAUDIA BERRYHILL DVM | VICE-CHAIR | 1 | — |
| JOHN H WAGSTAFF | CO-TREASURER | 1 | — |
| JANE LONG | CO-TREASURER | 0.1 | — |
| STEPHEN N LONG MD | BOARD MEMBER | 0.1 | — |
| WALTER B CATES | BOARD MEMBER | 0.1 | — |
| ALFRED M FAULKNER PHD | BOARD MEMBER | 0.1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Pmh Legacy?
Pmh Legacy is a private foundation focused on Health, based in ROXBORO, NC. It holds — in total assets as of 2024.
Where does Pmh Legacy operate?
Pmh Legacy has awarded grants in North Carolina.
What size grants does Pmh Legacy award?
In 2024, Pmh Legacy awarded 1 grants totaling $3.5M — an average of about $3.5M per grant, based on its IRS Form 990 filings.
How much is Pmh Legacy required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Pmh Legacy reported a distributable amount of $159K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Pmh Legacy's EIN?
Pmh Legacy's EIN (Employer Identification Number) is 56-0543247. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Pmh Legacy's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.