The Anthony Trust Association
The Anthony Trust Association is a private foundation, based in NEW HAVEN, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.9M in total assets. In 2024, it awarded 3 grants totaling $12K. Net investment income was $369K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.9M
+9.5% YoY
Annual Giving
$12K
+100.4% YoY
Grant Count
3
+200.0% YoY
Avg Grant Size
$4K
-33.2% YoY
About The Anthony Trust Association
Based on IRS filings
The Anthony Trust Association is a private foundation, based in NEW HAVEN, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.9M in total assets. In 2024, it awarded 3 grants totaling $12K. Net investment income was $369K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,909,718 | $11,785,780 | $10,915,575 |
| Revenue | $478,852 | $338,909 | $323,383 |
| Expenses | $428,076 | $429,286 | $375,327 |
| Qualifying Distributions | $352,908 | $356,818 | $174,924 |
| Net Investment Income | $369,079 | $227,725 | $173,221 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GRANT FELGENHAUER | TREASURER | 1 | — |
| JONATHAN KAPLAN | VICE PRESIDENT | 1 | — |
| MARY O'CONNOR | CO-PRESIDENT | 2 | — |
| RICK MAYER | CO-PRESIDENT | 2 | — |
| SALLY SANFORD | SECRETARY | 3 | — |
| AUSTIN V SHAPARD | CHAIR, INVESTMENT COMMITTEE | 1 | — |
| JUSTIN ZAREMBY | CHAIR, UNDERGRADUATE RELATIONS | 1 | — |
| TIMOTHY HOGEN | CHAIR, DEVELOPMENT AND ALUMNI RELATION | 1 | — |
| SAMUEL BABBITT | TRUSTEE | 1 | — |
| ANDRES VON BUCH | TRUSTEE | 1 | — |
| MINA CEZAIRLI | UNDERGRADUATE PRESIDENT #2 | 1 | — |
| CARLA ECKHARDT | TRUSTEE | 1 | — |
| JERRY EYSTER | TRUSTEE | 1 | — |
| BROOKE HARRIS | UNDERGRADUATE TREASURER #3 | 1 | — |
| ERIC HAYES | TRUSTEE | 1 | — |
| DAVID HEMINGSON | TRUSTEE | 1 | — |
| LIZZIE ROSENTHAL | TRUSTEE | 1 | — |
| CARL SHEPHARD | TRUSTEE | 1 | — |
| CHARLES SIMONDS | TRUSTEE | 1 | — |
| JAKE THRASHER | UNDERGRADUATE PRESIDENT #1 | 1 | — |
| CHARLES TRIPPE | TRUSTEE | 1 | — |
| DAVID WEIL | TRUSTEE | 1 | — |
| DAVID WILK | CO-PRESIDENT | 2 | — |
| JAMES WILSON | TRUSTEE | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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