Kate J and Alfred Williams Anthony Trust UA

Private foundation · Grantmaker Brooklyn, OH EIN: 01-6008605
PhilanthropyFoundations

Kate J and Alfred Williams Anthony Trust UA is a private foundation focused on Philanthropy, based in Brooklyn, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $581K in total assets. In 2025, it awarded 5 grants totaling $55K. Net investment income was $13K.

Key facts about Kate J and Alfred Williams Anthony Trust UA

In short: Kate J and Alfred Williams Anthony Trust UA gave $55K across 5 grants in 2025 (avg $11K), mostly in Maine. Source: 2025 IRS Form 990-PF.

EIN
01-6008605
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$55,240
Grants made (2025)
5
Average grant
$11,048
Median grant
$18,080
Total assets
$581,485
Primary geography
Maine (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$581K

-7.2% YoY

Annual Giving

$55K

+124.9% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$11K

+124.9% YoY

Under IRS private-foundation payout rules, Kate J and Alfred Williams Anthony Trust UA reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.

How Kate J and Alfred Williams Anthony Trust UA gives

  • Giving grew 1182% from 2022 to 2025. Method
  • In 2025 it paid out 186% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 5 itemized grants.

States

Cities

LewistonCamdenAuburn

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2021 to 2025, annual grant giving ranged from $4K (2022) to $55K (2025). In 2025 it made 5 grants totaling $55K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

YWCA Central Maine: $18KYWCA Central Maine$18KBates College: $18KBates College$18KWayfinder Schools: $18KWayfinder Schools$18KLa Arts: $500La Arts$500Stanton Bird Club: $500Stanton Bird Club$500

The largest 2025 recipient was YWCA Central Maine ($18K). Together the top 5 received $55K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
YWCA Central Maine Lewiston, MEGeneral Operating$18,080
Bates College Lewiston, MEGeneral Operating$18,080
Wayfinder Schools Camden, MEGeneral Operating$18,080
La Arts Auburn, MEGeneral Operating$500
Stanton Bird Club Lewiston, MEGeneral Operating$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$581,485$626,764$612,113
Revenue$16,688$43,651$-358
Expenses$61,961$29,002$15,140
Qualifying Distributions$57,401$25,644$11,706
Net Investment Income$13,152$38,702$7,232
Distributable Amount$30,890$28,112$26,183

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Kate J and Alfred Williams Anthony Trust UA's only listed officer is Keybank N A, Trustee on filings since 2021 (compensated).

Officers on the 2025 filing

  • Keybank N A

    Trustee

    On filings since 2021

    2 hrs/week

    $4K (2021) → $5K (2025)

Former officers (1)
  • Former: Keybank NA (2024) — 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

Keybank N a — Trustee: $5KKeybank N aTrustee$5K

The highest reported compensation on the 2025 filing was $5K, to Keybank N a (Trustee).

Frequently asked questions about Kate J and Alfred Williams Anthony Trust UA

How much does Kate J and Alfred Williams Anthony Trust UA give each year?

Kate J and Alfred Williams Anthony Trust UA gave $55K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 5 grants.

What is Kate J and Alfred Williams Anthony Trust UA's typical grant size?

Kate J and Alfred Williams Anthony Trust UA's median grant in 2025 was $18,080, and its average grant was $11,048, across 5 grants on its 2025 IRS Form 990-PF.

Where does Kate J and Alfred Williams Anthony Trust UA give grants?

Kate J and Alfred Williams Anthony Trust UA gives mostly in Maine: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lewiston, ME (3 grants).

Does Kate J and Alfred Williams Anthony Trust UA give general operating support?

Yes: 100% of Kate J and Alfred Williams Anthony Trust UA's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Kate J and Alfred Williams Anthony Trust UA's largest grantees?

Kate J and Alfred Williams Anthony Trust UA's largest 2025 grantees include YWCA Central Maine ($18,080), Bates College ($18,080) and Wayfinder Schools ($18,080), according to its 2025 IRS Form 990-PF. Together they received 98% of its itemized 2025 grant dollars.

How large is Kate J and Alfred Williams Anthony Trust UA?

Kate J and Alfred Williams Anthony Trust UA reported $581K in total assets on its 2025 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).

What is Kate J and Alfred Williams Anthony Trust UA?

Kate J and Alfred Williams Anthony Trust UA is a private foundation focused on Philanthropy, based in Brooklyn, OH. It holds $581K in total assets as of 2025.

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

Kate J and Alfred Williams Anthony Trust UA's EIN (Employer Identification Number) is 01-6008605. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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