The Phoenix Legacy Trust
The Phoenix Legacy Trust is a private foundation, 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.
The Phoenix Legacy Trust at a glance
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.
- Annual giving (2025)
- $2,500
- -88.9% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $2,500
- -66.7% vs 2024
- Median grant
- $2,500
- Total assets
- $15,574
- +92.7% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Phoenix Legacy Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Whitney E Houston Legacy Foundation ($3K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $3K (2025) to $23K (2024). In 2025 it made 1 grant totaling $3K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Whitney E Houston Legacy Foundation White Plains, NY | 501(C)(3) Raising Awareness in Arts, Culture and Humanities | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $15,574 | $15,331 | $7,840 | $2,500 | 1 | $2,500 | $15,331 | $698 |
| 2024 | $8,083 | $13,536 | $27,086 | $22,500 | 3 | $22,500 | $12,686 | $1,671 |
| 2023 | $21,633 | $13,370 | $4,423 | — | — | — | $13,370 | $3,268 |
| 2022 | $12,686 | $7,759 | $23,665 | $20,000 | 2 | $20,000 | $7,759 | $3,165 |
| 2021 | $28,592 | $1,766 | $1,559 | — | — | — | $1,766 | $3,943 |
| 2020 | $28,385 | $14,947 | $1,704 | — | — | — | $13,243 | $3,484 |
| 2019 | $15,142 | $1,553 | $1,987 | — | — | — | — | $3,666 |
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.
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).
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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Phoenix Legacy Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Phoenix Legacy Trust's focus areas in our free grants database
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