Nonprofit · EIN 32-6175794
PHYLLIS ANTHONY CHARITABLE TRUST
Also known as SHAPIRO JANE TTEE
Tax-exempt · WESTWOOD, MA 02090
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $793,234 | $502,475 | $290,759 | $1,683,042 | $0 | $1,683,042 |
| December 31, 2024 | 990-PF | $446,032 | $659,307 | -$213,275 | $1,392,283 | $0 | $1,392,283 |
| December 31, 2023 | 990-PF | $388,904 | $745,855 | -$356,951 | $1,605,558 | $0 | $1,605,558 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $500,057
- Dividends
- $35,418
- Interest
- $21,750
- Net gain from sales of assets
- $236,009
Expenses
- Grants and similar amounts paid
- $500,000
- Disbursements for charitable purposes
- $500,000
- Excise tax on investment income
- $1,128
Balance sheet and other
- Total assets, start of year
- $1,392,283
- Total assets, end of year
- $1,683,042
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,683,042
- Fair market value of assets
- $3,369,451
- Qualifying distributions
- $500,000
- Net investment income
- $83,658
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DRUMMOND PIKE 312 MONTFORD AVENUE, MILL VALLEY, CA 94941 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DRUMMOND PIKE 312 MONTFORD AVENUE, MILL VALLEY, CA 94941 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DRUMMOND PIKE 312 MONTFORD AVENUE, MILL VALLEY, CA 94941 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O DSR ONE UNIVERSITY AVENUE, WESTWOOD, MA 02090-0000
- In care of
- % BOSTON TRUST & INVESTMENT MGMT CO
- Signed the 990-PF
- JANE SHAPIRO, TRUSTEE
- Phone
- (617) 726-7250
- Return prepared by
- DONOVAN SULLIVAN & RYAN CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 32-6175794
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,683,042
- Income (IRS master file)
- $1,079,616
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $793,234 | $502,475 | $1,683,042 | IRS |
| 990-PF | December 2024 | $446,032 | $659,307 | $1,392,283 | IRS |
| 990-PF | December 2023 | $388,904 | $745,855 | $1,605,558 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 32-6175794).
Questions about PHYLLIS ANTHONY CHARITABLE TRUST
- What is the EIN of PHYLLIS ANTHONY CHARITABLE TRUST?
- The employer identification number (EIN) of PHYLLIS ANTHONY CHARITABLE TRUST is 32-6175794.
- Is PHYLLIS ANTHONY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to PHYLLIS ANTHONY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHYLLIS ANTHONY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHYLLIS ANTHONY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHYLLIS ANTHONY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PHYLLIS ANTHONY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does PHYLLIS ANTHONY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $793,234, expenses of $502,475 and total assets of $1,683,042 at year end.
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