The Phoenix Legacy Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEEDHAM, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8K in total assets. In 2024, it awarded 3 grants totaling $23K. Net investment income was $13K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8K
-62.6% YoY
Annual Giving
$23K
Grant Count
3
Avg Grant Size
$8K
Under IRS private-foundation payout rules, The Phoenix Legacy Trust reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
About The Phoenix Legacy Trust
Based on IRS filings
The Phoenix Legacy Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEEDHAM, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8K in total assets. In 2024, it awarded 3 grants totaling $23K. Net investment income was $13K.
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 | $8,083 | $21,633 | $12,686 |
| Revenue | $13,536 | $13,370 | $7,759 |
| Expenses | $27,086 | $4,423 | $23,665 |
| Qualifying Distributions | $22,500 | — | $20,000 |
| Net Investment Income | $12,686 | $13,370 | $7,759 |
| Distributable Amount | $1,671 | $3,268 | $3,165 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 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 Tj Martell Foundaton ($10,000), Tj Martell Foundaton ($10,000), Hidden Room Theatre ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| TJ MARTELL FOUNDATON NASHVILLE, TN | 501(C)(3) RAISING FUNDS FOR CANCER RESEARCH AND TREATMENT | $10,000 |
| TJ MARTELL FOUNDATON NASHVILLE, TN | 501(C)(3) RAISING FUNDS FOR CANCER RESEARCH AND TREATMENT | $10,000 |
| HIDDEN ROOM THEATRE AUSTIN, TX | 501(C)(3) RAISING AWARENESS IN ARTS, CULTURE AND HUMANITIES | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRADLEY M MINDICH | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Phoenix Legacy Trust?
The Phoenix Legacy Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEEDHAM, MA. It holds $8K in total assets as of 2024.
How large is The Phoenix Legacy Trust?
As of 2024, The Phoenix Legacy Trust holds $8K in total assets with $14K in annual revenue. It awarded 3 grants totaling $23K in 2024.
Where does The Phoenix Legacy Trust operate?
The Phoenix Legacy Trust has awarded grants in California, Tennessee, Texas.
What size grants does The Phoenix Legacy Trust award?
In 2024, The Phoenix Legacy Trust awarded 3 grants totaling $23K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Phoenix Legacy Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Phoenix Legacy Trust reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Phoenix Legacy Trust's EIN?
The Phoenix Legacy Trust's EIN (Employer Identification Number) is 04-6933778. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Phoenix Legacy Trust'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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