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Foundation Dossiers

Massachusetts · Private foundation

The Phoenix Legacy Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$3k
Granted FY2025(still arriving)
1
Grants FY2025
2
Organizations funded FY2024
100%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$2,500
Largest grant, FY2025
$2,500
Organizations funded a year
2 to 2
FY2022 to FY2024
States reached, FY2025
1
Total assets, FY2025
$16k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 100% of the organizations The Phoenix Legacy Trust funded were first-time grantees, receiving 100% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving1$3k100%
FY20242$23k100%
FY20222$20kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2025.

Health$30kHuman Services$10kArts & Culture$3kPhilanthropy$3k

Top grantees

Largest recipients by total granted, FY2022 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Tj Martell Foundation$10,00011%
The Hidden Room Theatre$2,5001n/a
The Whitney E Houston Legacy Foundation Inc$2,5001n/a

Plus 2 recipients with no EIN on record ($30k), not named here.

Compare The Phoenix Legacy Trust with peer funders

About The Phoenix Legacy Trust

How much does The Phoenix Legacy Trust give?
The Phoenix Legacy Trust reported 1 grants totaling $2,500 in its FY2025 IRS filing. It funded between 2 and 2 organizations a year over FY2022 to FY2024.
What does The Phoenix Legacy Trust fund?
By grant dollars over FY2022 to FY2025, its largest causes are Health (67%), Human Services (22%), Arts & Culture (6%).
Who are The Phoenix Legacy Trust's largest grantees?
By total granted over FY2022 to FY2025: Tj Martell Foundation ($10k), The Hidden Room Theatre ($3k), The Whitney E Houston Legacy Foundation Inc ($3k).
Does The Phoenix Legacy Trust fund new organizations?
In FY2024, 100% of the organizations it funded were first-time grantees.
Does The Phoenix Legacy Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is The Phoenix Legacy Trust based?
The Phoenix Legacy Trust is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 5 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home