Phyllis Anthony Charitable Trust

BOSTON, MA EIN: 32-6175794

Phyllis Anthony Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 2 grants totaling $659K. Net investment income was $75K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-13.3% YoY

Annual Giving

$659K

-11.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$330K

-11.3% YoY

Under IRS private-foundation payout rules, Phyllis Anthony Charitable Trust reported a distributable amount of $159K for 2024 — the minimum it must pay out in qualifying distributions.

About Phyllis Anthony Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $2.7M (100%)

States

California

Cities

San Francisco

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,392,283	$1,605,558	$1,962,509
Revenue	$446,032	$388,904	$497,353
Expenses	$659,307	$745,855	$502,329
Qualifying Distributions	$659,307	$743,546	$500,000
Net Investment Income	$75,158	$79,700	$245,024
Distributable Amount	$158,694	$162,932	$178,867

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

7 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Possibility Labs ($334,307), Possibiltiy Labs ($325,000).

Recipient	Purpose	Amount
POSSIBILTIY LABS SAN FRANCISCO, CA	UNRESTRICTED DONATION	$325,000
POSSIBILITY LABS SAN FRANCISCO, CA	UNRESTRICTED DONATION	$334,307

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DRUMMOND PIKE	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Phyllis Anthony Charitable Trust?

Phyllis Anthony Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $1.4M in total assets as of 2024.

How large is Phyllis Anthony Charitable Trust?

As of 2024, Phyllis Anthony Charitable Trust holds $1.4M in total assets with $446K in annual revenue. It awarded 2 grants totaling $659K in 2024.

Where does Phyllis Anthony Charitable Trust operate?

Phyllis Anthony Charitable Trust has awarded grants in California.

What size grants does Phyllis Anthony Charitable Trust award?

In 2024, Phyllis Anthony Charitable Trust awarded 2 grants totaling $659K — an average of about $330K per grant, based on its IRS Form 990 filings.

How much is Phyllis Anthony Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Phyllis Anthony Charitable Trust reported a distributable amount of $159K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Phyllis Anthony Charitable Trust's EIN?

Phyllis Anthony Charitable Trust's EIN (Employer Identification Number) is 32-6175794. IRS Form 990 filing data is available on this page for 2019–2024.