The Phoenix Legacy Trust

Foundation · Grantmaker Needham, MA EIN: 04-6933778

The Phoenix Legacy Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Needham, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $16K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $15K.

Key facts about The Phoenix Legacy Trust

In short: The Phoenix Legacy Trust gave $3K across 1 grant in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
04-6933778
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$2,500
Grants made (2025)
1
Average grant
$2,500
Median grant
$2,500
Total assets
$15,574
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$16K

+92.7% YoY

Annual Giving

$3K

-88.9% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$3K

-66.7% YoY

Under IRS private-foundation payout rules, The Phoenix Legacy Trust reported a distributable amount of $698 for 2025 — the minimum it must pay out in qualifying distributions.

How The Phoenix Legacy Trust gives

  • Giving fell 87% from 2022 to 2025. Method
  • In 2025 it paid out 358% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 1 itemized 2025 grant dollars.

Cities

NashvilleAustinSan Rafael

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants20190 grants20200 grants20212 grants20220 grants20233 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

The Whitney E Houston Legacy Foundation: $3KThe Whitney E Houston LegacyFoundation$3K

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
THE WHITNEY E HOUSTON LEGACY FOUNDATION White Plains, NY501(C)(3) RAISING AWARENESS IN ARTS, CULTURE AND HUMANITIES$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2019202020212022202320242025
Metric202520242023
Total Assets$15,574$8,083$21,633
Revenue$15,331$13,536$13,370
Expenses$7,840$27,086$4,423
Qualifying Distributions$2,500$22,500—
Net Investment Income$15,331$12,686$13,370
Distributable Amount$698$1,671$3,268

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Phoenix Legacy Trust is led by Bradley M. Mindich, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Bradley M. Mindich

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Phoenix Legacy Trust

How much does The Phoenix Legacy Trust give each year?

The Phoenix Legacy Trust gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 3 grants.

How large is The Phoenix Legacy Trust?

The Phoenix Legacy Trust reported $16K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $698 (roughly 5% of its investment assets).

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 $16K in total assets as of 2025.

Where does The Phoenix Legacy Trust operate?

The Phoenix Legacy Trust has awarded grants in California, New York, Tennessee, Texas.

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 2019–2025.

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

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