Nonprofit · EIN 06-0245162
ANTHONY TRUST ASSOCIATION
Tax-exempt · NEW HAVEN, CT 06520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $725,653 | $462,411 | $263,242 | $14,057,431 | $59,476 | $13,997,955 |
| June 30, 2024 | 990-PF | $478,852 | $428,076 | $50,776 | $12,909,718 | $47,836 | $12,861,882 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $96,989
- Dividends
- $248,791
- Net gain from sales of assets
- $379,873
Expenses
- Grants and similar amounts paid
- $21,171
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $379,023
- Excise tax on investment income
- $8,538
Balance sheet and other
- Total assets, start of year
- $12,909,718
- Total assets, end of year
- $14,057,431
- Total liabilities, end of year
- $59,476
- Net assets, end of year
- $13,997,955
- Fair market value of assets
- $14,057,431
- Qualifying distributions
- $379,023
- Net investment income
- $628,664
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 |
|---|---|---|---|
| GRANT FELGENHAUER 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TREASURER | 1 | $0 |
| JONATHAN KAPLAN 483 COLLEGE STREET, NEW HAVEN, CT 06511 | VICE PRESIDENT | 1 | $0 |
| RICK MAYER 483 COLLEGE STREET, NEW HAVEN, CT 06511 | PRESIDENT | 2 | $0 |
| ERIC SIMPSON 483 COLLEGE STREET, NEW HAVEN, CT 06511 | SECRETARY | 3 | $0 |
| AUSTIN V SHAPARD 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CHAIR, INVESTMENT COMMITTEE | 1 | $0 |
| JUSTIN ZAREMBY 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CHAIR, UNDERGRADUATE RELATIONS | 1 | $0 |
| TIMOTHY HOGEN 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CHAIR, DEVELOPMENT AND ALUMNI RELATION | 1 | $0 |
| SAMUEL BABBITT 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| ANDRES VON BUCH 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| MINA CEZAIRLI 483 COLLEGE STREET, NEW HAVEN, CT 06511 | UNDERGRADUATE PRESIDENT #2 | 1 | $0 |
| CARLA ECKHARDT 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| JERRY EYSTER 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| BROOKE HARRIS 483 COLLEGE STREET, NEW HAVEN, CT 06511 | UNDERGRADUATE TREASURER #3 | 1 | $0 |
| ERIC HAYES 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| DAVID HEMINGSON 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZZIE ROSENTHAL 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| CARL SHEPHARD 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| CHARLES SIMONDS 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| JAKE THRASHER 483 COLLEGE STREET, NEW HAVEN, CT 06511 | UNDERGRADUATE PRESIDENT #1 | 1 | $0 |
| CHARLES TRIPPE 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| DAVID WEIL 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| DAVID WILK 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 2 | $0 |
| JAMES WILSON 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| ANYA LIFTIG 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CO-PRESIDENT | 2 | $0 |
990-PF for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRANT FELGENHAUER 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TREASURER | 1 | $0 |
| JONATHAN KAPLAN 483 COLLEGE STREET, NEW HAVEN, CT 06511 | VICE PRESIDENT | 1 | $0 |
| MARY O'CONNOR 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CO-PRESIDENT | 2 | $0 |
| RICK MAYER 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CO-PRESIDENT | 2 | $0 |
| SALLY SANFORD 483 COLLEGE STREET, NEW HAVEN, CT 06511 | SECRETARY | 3 | $0 |
| AUSTIN V SHAPARD 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CHAIR, INVESTMENT COMMITTEE | 1 | $0 |
| JUSTIN ZAREMBY 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CHAIR, UNDERGRADUATE RELATIONS | 1 | $0 |
| TIMOTHY HOGEN 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CHAIR, DEVELOPMENT AND ALUMNI RELATION | 1 | $0 |
| SAMUEL BABBITT 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| ANDRES VON BUCH 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| MINA CEZAIRLI 483 COLLEGE STREET, NEW HAVEN, CT 06511 | UNDERGRADUATE PRESIDENT #2 | 1 | $0 |
| CARLA ECKHARDT 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| JERRY EYSTER 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| BROOKE HARRIS 483 COLLEGE STREET, NEW HAVEN, CT 06511 | UNDERGRADUATE TREASURER #3 | 1 | $0 |
| ERIC HAYES 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| DAVID HEMINGSON 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| LIZZIE ROSENTHAL 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| CARL SHEPHARD 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| CHARLES SIMONDS 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| JAKE THRASHER 483 COLLEGE STREET, NEW HAVEN, CT 06511 | UNDERGRADUATE PRESIDENT #1 | 1 | $0 |
| CHARLES TRIPPE 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| DAVID WEIL 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
| DAVID WILK 483 COLLEGE STREET, NEW HAVEN, CT 06511 | CO-PRESIDENT | 2 | $0 |
| JAMES WILSON 483 COLLEGE STREET, NEW HAVEN, CT 06511 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 205471, NEW HAVEN, CT 06520-5471
- In care of
- % MARCUM LLP
- Signed the 990-PF
- FREDRICK MAYER, PRESIDENT
- Phone
- (203) 779-0331
- Return prepared by
- CBIZ ADVISORS LLC
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
- 06-0245162
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,057,431
- Income (IRS master file)
- $908,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $725,653 | $462,411 | $14,057,431 | IRS |
| 990-PF | June 2024 | $478,852 | $428,076 | $12,909,718 | IRS |
| 990-PF | June 2023 | $338,909 | $429,286 | $11,785,780 | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 06-0245162).
Questions about ANTHONY TRUST ASSOCIATION
- What is the EIN of ANTHONY TRUST ASSOCIATION?
- The employer identification number (EIN) of ANTHONY TRUST ASSOCIATION is 06-0245162.
- Is ANTHONY TRUST ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to ANTHONY TRUST ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ANTHONY TRUST ASSOCIATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANTHONY TRUST ASSOCIATION 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 ANTHONY TRUST ASSOCIATION 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 ANTHONY TRUST ASSOCIATION?
- The 990-PF for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does ANTHONY TRUST ASSOCIATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $725,653, expenses of $462,411 and total assets of $14,057,431 at year end.
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