Anthony Trust Association
- Assets
- $12.5m
- Revenue
- $309.3k
- Investments
- $10.8m
- Employees
- 0
- Location
- New Haven, CT
- Founding
- 12/1942
- Data as of
- 06/2021
- EIN
- 06-0245162
Organization Overview
Anthony Trust Association is located in New Haven, CT. The organization was established in 1942. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Anthony Trust Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Anthony Trust Association generated $309.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (10.2%) each year. All expenses for the organization totaled $332.3k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (4.0%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDES OPERATING FUNDS FOR A 38 MEMBER LITERARY AND EDUCATIONAL ORGANIZATION.
THE ANTHONY TRUST ASSOCIATION GRANTS FUNDS FOR CHARITABLE PURPOSES TO MEMBERS OF THE YALE COMMUNITY FOR WILDERNESS EXPLORATION WITH PHILOSOPHIC, ARTISTIC OR SCIENTIFIC INTENT, OR FOR TRAVEL TO RURAL AREAS OR DEVELOPING COUNTRIES FOR STUDY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Grant Felgenhauer Treasurer | 1 | $0 | |
Rick Mayer Co-President | 2 | $0 | |
Jonathan Kaplan Vice President | 1 | $0 | |
Austin V Shapard Chair, Investment Committee | 1 | $0 | |
Brooke Harris Undergraduate Treasurer #3 | 1 | $0 | |
Carla Eckhardt Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $123,555 |
| Interest on Savings | $0 |
| Dividends & Interest | $170,707 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $15,069 |
| Capital Gain Net Income | $15,069 |
| Net ST Capital Gain | $15,069 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $309,331 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,589 |
| Depreciation | $56,725 |
| Occupancy | $122,012 |
| Travel, conferences, and meetings | $276 |
| Printing and publications | $0 |
| Other expenses | $134,989 |
| Total operating and administrative expenses | $332,342 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $332,342 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $42,110 |
| Savings and temporary cash investments | $332,292 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $12,131 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $10,777 |
| Net Land, buildings, and equipment | $1,337,322 |
| Other assets | $0 |
| Total assets | $12,542,103 |
| Accounts payable and accrued expenses | $42,490 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $42,490 |
Grants Awarded
Over the last fiscal year, Anthony Trust Association has awarded $17,500 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
THE SIGMA CHAPTER OF THE FRATERNITY OF DELTA PSI PURPOSE: EDUCATIONAL EXPENSES | $5,500 |
CERYS HOLSTEGE PURPOSE: EDUCATIONAL EXPENSES | $4,000 |
SARAH ADAMS PURPOSE: EDUCATIONAL EXPENSES | $4,000 |
RAYAN ALSEMEIRY PURPOSE: EDUCATIONAL EXPENSES | $4,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Anthony Trust Association has recieved totaling $5,100.
| Awarding Organization | Amount |
|---|---|
Mfund Inc Guilford, CT PURPOSE: GENERAL SUPPORT | $5,100 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
S & G Foundation albany, NY | $1,180,089,159 | $294,936,683 |
Steven & Alexandra Cohen Foundation Inc Stamford, CT | $524,605,658 | $98,007,018 |
Starr Foundation New York, NY | $1,351,331,495 | $187,314,215 |
Robertson Foundation New York, NY | $308,129,047 | $104,540,927 |
William Randolph Hearst Foundation New York, NY | $0 | $92,096,829 |
Foundation For A Just Society New York, NY | $0 | $262,120,919 |
Surdna Foundation Inc New York, NY | $0 | $71,392,126 |
Carson Fam Charitable Tr New York, NY | $302,357,968 | $144,716,166 |
Blavatnik Family Foundation 2020 New York, NY | $0 | $14,146 |
Henry Luce Foundation Inc New York, NY | $1,226,277,880 | $84,818,070 |
Paul E Singer Foundation New York, NY | $412,018,579 | $19,273,091 |
Bernard And Anne Spitzer Charitable Tr New York, NY | $0 | $17,565,686 |