Nonprofit · EIN 95-9013325
PHOENIX FOUNDATION TRUST FUND
Tax-exempt · GILBERT, AZ 85299
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $46,955 | $43,712 | $3,243 | $943,047 | $0 | $943,047 |
| June 30, 2024 | 990-PF | $33,284 | $66,724 | -$33,440 | $897,368 | $0 | $897,368 |
| June 30, 2023 | 990-PF | $20,720 | $53,816 | -$33,096 | $883,814 | $0 | $883,814 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $50,178
- Net gain from sales of assets
- -$4,223
- Other income
- $1,000
Expenses
- Grants and similar amounts paid
- $21,825
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $33,220
- Excise tax on investment income
- $570
Balance sheet and other
- Total assets, start of year
- $897,368
- Total assets, end of year
- $943,047
- Total liabilities, end of year
- $0
- Net assets, end of year
- $943,047
- Fair market value of assets
- $943,047
- Qualifying distributions
- $33,220
- Net investment income
- $50,178
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL DALE PO BOX 2059, GILBERT, AZ 85299 | GRAND MASTER (LEFT 06/07/25) | 0.1 | $0 |
| GREGORY A VASQUEZ PO BOX 2059, GILBERT, AZ 85299 | GRAND SECRETARY | 0.1 | $0 |
| RONALD W RICHARDS PO BOX 2059, GILBERT, AZ 85299 | GRAND TREASURER | 0.1 | $0 |
| RANDAL SCOTT JAGER PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| LEIGH CREIGHTON PO BOX 2059, GILBERT, AZ 85299 | GRAND MASTER (STARTED 06/07/25) | 0.1 | $0 |
| CRAIG GROSS PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| JIM BAKER PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| GEORGE RUSK PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE (STARTED 06/07/25) | 0.1 | $0 |
| DAVID SAHADY PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE (LEFT 06/07/25) | 0.1 | $0 |
990-PF for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL DALE PO BOX 2059, GILBERT, AZ 85299 | GRAND MASTER (STARTED 06/08/24) | 0.1 | $0 |
| GREGORY A VASQUEZ PO BOX 2059, GILBERT, AZ 85299 | GRAND SECRETARY | 0.1 | $0 |
| RONALD W RICHARDS PO BOX 2059, GILBERT, AZ 85299 | GRAND TREASURER | 0.1 | $0 |
| RANDAL SCOTT JAGER PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| WILLIAM E WILKINSON PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE (LEFT 06/08/24) | 0.1 | $0 |
| CRAIG GROSS PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| JIM BAKER PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| GEORGE RUSK PO BOX 2059, GILBERT, AZ 85299 | GRAND MASTER (LEFT 06/08/24) | 0.1 | $0 |
| DAVID SAHADY PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE (STARTED 06/08/24) | 0.1 | $0 |
990-PF for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM BAKER PO BOX 2059, GILBERT, AZ 85299 | GRAND MASTER | 0.1 | $0 |
| GREGORY A VASQUEZ PO BOX 2059, GILBERT, AZ 85299 | GRAND SECRETARY | 0.1 | $0 |
| RONALD W RICHARDS PO BOX 2059, GILBERT, AZ 85299 | GRAND TREASURER | 0.1 | $0 |
| RANDAL SCOTT JAGER PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| EARL L WUNDER PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| WILLIAM E WILKINSON PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
| CRAIG GROSS PO BOX 2059, GILBERT, AZ 85299 | GRAND TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2059, GILBERT, AZ 85299-2059
- Signed the 990-PF
- RONALD W RICHARDS, GRAND TREASURER
- Phone
- (602) 252-1924
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-9013325
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $943,047
- Income (IRS master file)
- $91,325
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $46,955 | $43,712 | $943,047 | XML |
| 990-PF | June 2024 | $33,284 | $66,724 | $897,368 | IRS |
| 990-PF | June 2023 | $20,720 | $53,816 | $883,814 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-9013325).
Questions about PHOENIX FOUNDATION TRUST FUND
- What is the EIN of PHOENIX FOUNDATION TRUST FUND?
- The employer identification number (EIN) of PHOENIX FOUNDATION TRUST FUND is 95-9013325.
- Is PHOENIX FOUNDATION TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to PHOENIX FOUNDATION TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHOENIX FOUNDATION TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHOENIX FOUNDATION TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHOENIX FOUNDATION TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of PHOENIX FOUNDATION TRUST FUND?
- The 990-PF for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does PHOENIX FOUNDATION TRUST FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $46,955, expenses of $43,712 and total assets of $943,047 at year end.
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