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
Among its reported 2024 grants, the largest include Nicholas Davies ($4,008), Remi Mellinghoff ($4,008), Yasmin Bergemann ($4,008).
| Recipient | Purpose | Amount |
|---|---|---|
| NICHOLAS DAVIES NEW HAVEN, CT | EDUCATIONAL EXPENSES | $4,008 |
| REMI MELLINGHOFF NEW HAVEN, CT | EDUCATIONAL EXPENSES | $4,008 |
| YASMIN BERGEMANN NEW HAVEN, CT | EDUCATIONAL EXPENSES | $4,008 |
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 | — |
Frequently Asked Questions
How large is The Anthony Trust Association?
As of 2024, The Anthony Trust Association holds $12.9M in total assets with $479K in annual revenue. It awarded 3 grants totaling $12K in 2024.
Where does The Anthony Trust Association operate?
The Anthony Trust Association has awarded grants in Connecticut.
What size grants does The Anthony Trust Association award?
In 2024, The Anthony Trust Association awarded 3 grants totaling $12K — an average of about $4K per grant, based on its IRS Form 990 filings.
What is The Anthony Trust Association's EIN?
The Anthony Trust Association's EIN (Employer Identification Number) is 06-0245162. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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