Private foundation

PHOENIX LEGACY TR

NEEDHAM, MAEIN

Funds preselected organizations onlyPhilanthropy and grantmaking4 grants on file · $47.5K · FY2016–2025IRS 990-PF · FY2025

Can I apply?

Funds preselected organizations only

The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.

No public data found The return states a posture but gives no instructions.

Application policy: Funds preselected organizations only, as stated on the FY2025 return.

Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2025	990-PF	$15,331	$7,840	$2,500	$15,574	$15,574
FY2023	990-PF	$13,370	$4,423	$0	$21,633	$21,633
FY2022	990-PF	$7,759	$23,665	$20,000	$12,686	$12,686
FY2021	990-PF	$1,766	$1,559	$0	$28,592	$28,592
FY2020	990-PF	$14,947	$1,704	$0	$28,385	$28,385
FY2019	990-PF	$1,553	$1,987	$0	$15,142	$15,142
FY2018	990-PF	$1,471	$2,267	$2,267	$15,576	$15,576
FY2017	990-PF	$1,319	$1,475	$1,475	$16,372	$16,372
FY2016	990-PF	$24,564	$26,101	$25,000	$16,528	$16,528

Recipient	Purpose	Amount	Year	Source
CHARITABLE CONTRIBUTIONS FOUNDATION DISTRIBUTIONBOSTON, MA	CHARITABLE FOUNDATION	$25,000	2016

PHOENIX LEGACY TR

Can I apply?

Financials

PHOENIX LEGACY TR

Can I apply?

Financials

What they fund

Grants paid