Kate J and Alfred Anthony Trust
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 grant totaling $27K. Net investment income was $6K.
Kate J and Alfred Anthony Trust at a glance
In short: Kate J and Alfred Anthony Trust gave $27K across 1 grant in 2025 (avg $27K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,553
- +151.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $26,553
- +151.8% vs 2024
- Median grant
- $26,553
- Total assets
- $277,526
- -7.6% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Kate J and Alfred Anthony Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Virginia Union University ($27K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Kate J and Alfred Anthony Trust gives
- Giving grew 1801% from 2022 to 2025. Method
- In 2025 it paid out 190% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $1K (2022) to $27K (2025). In 2025 it made 1 grant totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Virginia Union University Richmond, VA | General Operating | $26,553 |
Ready to take the next step with Kate J and Alfred Anthony Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $277,526 | $7,765 | $30,539 | $26,553 | 1 | $28,215 | $5,929 | $14,819 |
| 2024 | $300,304 | $19,222 | $12,805 | $10,544 | 1 | $11,109 | $17,526 | $13,574 |
| 2023 | $293,885 | $481 | $13,090 | $9,920 | 1 | $11,500 | $3,494 | $12,819 |
| 2022 | $306,495 | $14,697 | $6,411 | $1,397 | 1 | $2,949 | $13,040 | $13,790 |
| 2021 | $298,208 | $69,105 | $8,382 | $6,078 | 1 | — | $67,366 | $13,356 |
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.
Leadership & Key People
Officers and directors from IRS filings
Kate J and Alfred Anthony Trust's only listed officer is Keybank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Keybank N A
Trustee
On filings since 2024
1 hr/week
$2K (2024) → $2K (2025)
Former officers (1)
- Former: Keybank National Association (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Keybank N a (Trustee).
Frequently asked questions about Kate J and Alfred Anthony Trust
How much does Kate J and Alfred Anthony Trust give each year?
Kate J and Alfred Anthony Trust gave $27K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 1 grant.
How large is Kate J and Alfred Anthony Trust?
Kate J and Alfred Anthony Trust reported $278K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
Where does Kate J and Alfred Anthony Trust operate?
Kate J and Alfred Anthony Trust has awarded grants in Virginia.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Kate J and Alfred Anthony Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
James P & Ruth C Gillroy
White Plains, NY
Assets
$1.3M
Grants
1
Total Given
$85K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
John & Ardell Brumit Educational Trust
Buffalo, NY
Assets
$1.0M
Grants
3
Total Given
$54K
Jennie Brown Lee
Pittsburgh, PA
Assets
$201K
Grants
4
Total Given
$11K
Wegmans Family Foundation Inc
Rochester, NY
To make grants for the purposes of benefiting and supporting the charitable activities of the united way of greater rochester, inc.
Assets
$53.2M
Grants
5
Total Given
$1.7M
Scott & Stringfellow Educational
Richmond, VA
Assets
$1.0M
Grants
7
Total Given
$77K
More similar funders
More Funders in Ohio
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Kate J and Alfred Anthony Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Kate J and Alfred Anthony Trust down — hundreds of funders to go?