Anonymous Trust
- Assets
- $116.7m
- Revenue
- $4.8m
- Investments
- $111.8m
- Employees
- 0
- Location
- Raleigh, NC
- Founding
- 11/2010
- Data as of
- 12/2022
- EIN
- 26-6220561
Organization Overview
Anonymous Trust is located in Raleigh, NC. The organization was established in 2010. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Anonymous Trust 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 12/2022, Anonymous Trust generated $4.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (6.4%) each year. All expenses for the organization totaled $13.4m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Anonymous Trust has awarded 672 individual grants totaling $52,464,814. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anne B Faircloth Trustee | 0 | $0 | |
Maria M Lynch Trustee | 0 | $0 | |
Margaret Turlington Scholarship Coordinator | 40 | $151,042 | |
Kimberly K Breeden Simply East Fund Director | 40 | $145,833 | |
Deborah M Aiken Executive Director | 40 | $197,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Oak Harbor Wealth Partners | 12/30/22 | $97,622 |
The Northern Trust Company | 12/30/22 | $113,559 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $4,754,962 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $420 |
| Capital Gain Net Income | $420 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $4,755,382 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $493,875 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $118,865 |
| Interest | $0 |
| Taxes | $141,000 |
| Depreciation | $0 |
| Occupancy | $12,100 |
| Travel, conferences, and meetings | $4,430 |
| Printing and publications | $877 |
| Other expenses | $69,648 |
| Total operating and administrative expenses | $1,101,863 |
| Contributions, gifts, grants paid | $12,319,471 |
| Total expenses and disbursements | $13,421,334 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,718 |
| Savings and temporary cash investments | $2,616,209 |
| 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 | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $695,158 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $2,228,455 |
| Total assets | $116,687,991 |
| Accounts payable and accrued expenses | $0 |
| 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 | $330,237 |
| Total liabilities | $330,237 |
Grants Awarded
Over the last fiscal year, Anonymous Trust has awarded $29,430,573 in support to 248 organizations.
| Grant Recipient | Amount |
|---|---|
ALISON RAY PURPOSE: LOVE OF LEARNING TEACHER NATIONAL BOARD | $2,150 |
ALLEGHENY COLLEGE PURPOSE: SCHOLARSHIP FOR SAUL E MESA NUNEZ | $21,400 |
ALLYSON LANE DEMAY PURPOSE: LOVE OF LEARNING NATIONAL BOARDS | $2,521 |
AMANDA CARTER BASS PURPOSE: LOVE OF LEARNING TEACHER STIPEND | $500 |
AMERICAN HEART ASSOCIATION PURPOSE: CHALLENGE GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
AMERICAN EXPRESS CARDMEMBERAND CITI PURPOSE: EXPENSES FOR COLLEGE INTERVIEWS, VISITS, SCHOLARSHIPS AND BOOKS | $31,774 |