Civic Intelligence

The Phoenix Legacy Trust Co Stephen Mindich

990PF • Fiscal year 2012 • EIN 04-6933778

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 05, 2013

Organization Profile
150 Chestnut Street02903
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

51st percentile

0.3%

Faster asset growth than 51% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$110,414

Up $302 (+0.3%) from 2011

Net Assets

Up

$110,414

Up $302 (+0.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$857

Down $921 (-52%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $134,326Liabilities 2010: $0Net Assets 2010: $134,3262010Assets 2011: $110,112Liabilities 2011: $0Net Assets 2011: $110,1122011Assets 2012: $110,414Liabilities 2012: $0Net Assets 2012: $110,4142012Assets 2013: $17,045Liabilities 2013: $0Net Assets 2013: $17,0452013Assets 2014: $18,151Liabilities 2014: $0Net Assets 2014: $18,1512014Assets 2015: $18,065Liabilities 2015: $0Net Assets 2015: $18,0652015Assets 2016: $16,528Liabilities 2016: $0Net Assets 2016: $16,5282016Assets 2017: $16,372Liabilities 2017: $0Net Assets 2017: $16,3722017Assets 2018: $15,576Liabilities 2018: $0Net Assets 2018: $15,5762018Assets 2019: $15,142Liabilities 2019: $0Net Assets 2019: $15,1422019Assets 2020: $28,385Liabilities 2020: $0Net Assets 2020: $28,3852020Assets 2021: $28,592Liabilities 2021: $0Net Assets 2021: $28,5922021Assets 2022: $12,686Liabilities 2022: $0Net Assets 2022: $12,6862022Assets 2023: $21,633Liabilities 2023: $0Net Assets 2023: $21,6332023Assets 2024: $8,083Liabilities 2024: $0Net Assets 2024: $8,0832024

Highlighted filing

2012

Assets$110,414
Liabilities$0
Net Assets$110,414
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KExpenses 2010: $9272010Expenses 2011: $1,7782011Expenses 2012: $8572012Revenue 2013: $6,516Expenses 2013: $6,171Net Income 2013: $3452013Revenue 2014: $7,198Expenses 2014: $6,092Net Income 2014: $1,1062014Revenue 2015: $1,369Expenses 2015: $1,455Net Income 2015: -$862015Revenue 2016: $24,564Expenses 2016: $26,101Net Income 2016: -$1,5372016Revenue 2017: $1,319Expenses 2017: $1,475Net Income 2017: -$1562017Revenue 2018: $1,471Expenses 2018: $2,267Net Income 2018: -$7962018Revenue 2019: $1,553Expenses 2019: $1,987Net Income 2019: -$4342019Revenue 2020: $14,947Expenses 2020: $1,704Net Income 2020: $13,2432020Revenue 2021: $1,766Expenses 2021: $1,559Net Income 2021: $2072021Revenue 2022: $7,759Expenses 2022: $23,665Net Income 2022: -$15,9062022Revenue 2023: $13,370Expenses 2023: $4,423Net Income 2023: $8,9472023Revenue 2024: $13,536Expenses 2024: $27,086Net Income 2024: -$13,5502024

Highlighted filing

2012

Revenue-
Expenses$857
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 5, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN M MINDICHTrustee-$0--
Filing and Contact Details

Filer

EIN
04-6933778
Raw XML Appendix247 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0109670
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MARKETABLE SECURITIES
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV057002
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01159
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01159
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01159
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01159
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01159
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0302
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0302
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0857
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0857
IRS990PF/BalanceSheets/CashBOY0442
IRS990PF/BalanceSheets/CashEOY0744
IRS990PF/BalanceSheets/CashEOYFMV0744
IRS990PF/BalanceSheets/InvestmentsOtherBOY0109670
IRS990PF/BalanceSheets/InvestmentsOtherEOY0109670
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV057002
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY0110112
IRS990PF/BalanceSheets/TotalAssetsEOY0110414
IRS990PF/BalanceSheets/TotalAssetsEOYFMV057746
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0110112
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0110414
IRS990PF/BalanceSheets/TotalNetAssetsBOY0110112
IRS990PF/BalanceSheets/TotalNetAssetsEOY0110414
IRS990PF/BalanceSheets/UnrestrictedBOY0110112
IRS990PF/BalanceSheets/UnrestrictedEOY0110414
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0302
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0110414
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0110112
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0110414
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02918
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02918
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02918
IRS990PF/DistributableAmount/MinimumInvestmentReturn02924
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06
IRS990PF/DistributableAmount/TotalTax06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY057746
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets059366
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0489
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities058877
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0890
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02924
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets058476
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets059366
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEPHEN M MINDICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1022 BEACON HEIGHTS DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEWTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002459
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct09256
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets09253
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.158237
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.017753
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.325423
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.448008
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets058476
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1056329
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2064758
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3068955
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4091395
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50103208
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome03
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear101000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4029742
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5046238
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.791184
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0PROVIDING FUNDS FOR CHARITABLE PURPOSES
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0THE BOSTON PHOENIX LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06178593200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10150 CHESTNUT STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PROVIDENCE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0RI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002903
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02918
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4025188
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5036051
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02918
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02918
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5033133
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear025188
IRS990PF/UndistributedIncome/ExcessFromYear4025188
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions00
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus058321
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover061239
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0857
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0AGENCY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0857
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0046933778
ReturnHeader/Filer/Name/BusinessNameLine10THE PHOENIX LEGACY TRUST
ReturnHeader/Filer/Name/BusinessNameLine20C/O PHOENIX MEDIA COMMUNICATIONS GR
ReturnHeader/Filer/NameControl0PHOE
ReturnHeader/Filer/Phone06178593200
ReturnHeader/Filer/USAddress/AddressLine10150 CHESTNUT STREET
ReturnHeader/Filer/USAddress/City0PROVIDENCE
ReturnHeader/Filer/USAddress/State0RI
ReturnHeader/Filer/USAddress/ZIPCode002903
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-05
ReturnHeader/Officer/Name0STEPHEN M MINDICH
ReturnHeader/Officer/Phone06178593200
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-07-31
ReturnHeader/PreparerFirm/EIN0043236498
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10501 PROVIDENCE HIGHWAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NORWOOD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002062
ReturnHeader/Preparer/Name0BURTON R GESSERMAN CPA
ReturnHeader/Preparer/Phone06174472700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-12T13:02:13-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,414
Liabilities
$0
Net assets
$110,414
Revenue
-
Expenses
$857
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.14$0.27$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.13$0.04$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.08$0.24$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.15$0.02$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.02$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.25$0.26$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.07$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.07$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.01