Kate J and Alfred Anthony Trust

BROOKLYN, OH EIN: 01-6008606

Kate J and Alfred Anthony Trust is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $278K in total assets. In 2025, it awarded 1 grants totaling $27K. Net investment income was $6K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$278K

-7.6% YoY

Annual Giving

$27K

+151.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$27K

+151.8% YoY

Under IRS private-foundation payout rules, Kate J and Alfred Anthony Trust reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.

About Kate J and Alfred Anthony Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $54K (100%)

States

Virginia

Cities

Richmond

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$277,526	$300,304	$293,885
Revenue	$7,765	$19,222	$481
Expenses	$30,539	$12,805	$13,090
Qualifying Distributions	$28,215	$11,109	$11,500
Net Investment Income	$5,929	$17,526	$3,494
Distributable Amount	$14,819	$13,574	$12,819

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Virginia Union University ($26,553).

Recipient	Purpose	Amount
VIRGINIA UNION UNIVERSITY RICHMOND, VA	GENERAL OPERATING	$26,553

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
KEYBANK N A	TRUSTEE	1	$2,448

Frequently Asked Questions

How large is Kate J and Alfred Anthony Trust?

As of 2025, Kate J and Alfred Anthony Trust holds $278K in total assets with $8K in annual revenue. It awarded 1 grants totaling $27K in 2025.

Where does Kate J and Alfred Anthony Trust operate?

Kate J and Alfred Anthony Trust has awarded grants in Virginia.

What size grants does Kate J and Alfred Anthony Trust award?

In 2025, Kate J and Alfred Anthony Trust awarded 1 grants totaling $27K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Kate J and Alfred Anthony Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Kate J and Alfred Anthony Trust reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Kate J and Alfred Anthony Trust's EIN?

Kate J and Alfred Anthony Trust's EIN (Employer Identification Number) is 01-6008606. IRS Form 990 filing data is available on this page for 2021–2025.