Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
THE ANTHONY TRUST ASSOCIATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 205471
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT065205471
A Employer identification number

06-0245162
B Telephone number (see instructions)

(203) 779-0331
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,057,431J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 96,989
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 248,791 248,791 248,791
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 379,873
b Gross sales price for all assets on line 6a 562,920
7 Capital gain net income (from Part IV, line 2)... 379,873
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 725,653 628,664 248,791
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,165 2,866 0 4,299
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,585 11,585 11,585 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,587 0 0 5,000
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
58,687 0 58,687
20 Occupancy.............. 166,409 0 0 166,409
21 Travel, conferences, and meetings....... 2,241 0 0 2,241
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
180,566 0 0 179,903
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 441,240 14,451 70,272 357,852
25 Contributions, gifts, grants paid....... 21,171 21,171
26 Total expenses and disbursements. Add lines 24 and 25 462,411 14,451 70,272 379,023
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 263,242
b Net investment income (if negative, enter -0-) 614,213
c Adjusted net income (if negative, enter -0-)... 178,519
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,532 57,271 57,271
2 Savings and temporary cash investments......... 319,033 759,093 759,093
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,454 738 738
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,983,644 Click to see attachment
List of Attached Documents:
// Content
11,687,111 		11,687,111
c Investments—corporate bonds (attach schedule)....... 397,987 Click to see attachment
List of Attached Documents:
// Content
406,720 		406,720
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 29,453 Click to see attachment
List of Attached Documents:
// Content
29,570 		29,570
14 Land, buildings, and equipment: basis right arrow2,749,858
Less: accumulated depreciation (attach schedule) right arrow1,632,930 1,175,615 Click to see attachment
List of Attached Documents:
// Content
1,116,928 		1,116,928
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,909,718 14,057,431 14,057,431
Liabilities 17 Accounts payable and accrued expenses.......... 47,836 59,476
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 47,836 59,476
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 12,652,186 13,788,259
25 Net assets with donor restrictions............ 209,696 209,696
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,861,882 13,997,955
30 Total liabilities and net assets/fund balances (see instructions). 12,909,718 14,057,431
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,861,882
2
Enter amount from Part I, line 27a .....................
2
263,242
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
872,831
4
Add lines 1, 2, and 3 ..........................
4
13,997,955
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,997,955
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a VARIOUS     2025-06-30
b SPDR GOLD SHARES     2024-08-20
c VANGUARD DIVIDEND APPREC ETF     2025-02-03
d VANGUARD S&P 500 ETF     2025-02-03
e KLA CORP     2025-05-29
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 55,942     55,942
b 116,034   67,062 48,972
c 99,961   37,806 62,155
d 280,941   76,567 204,374
e 10,042   1,612 8,430
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       55,942
b       48,972
c       62,155
d       204,374
e       8,430
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 379,873
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,538
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,538
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,538
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 448
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,514
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,514 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowRYAN DUQUES Telephone no.right arrow (203) 779-0331

Located atright arrow483 COLLEGE STREETNEW HAVENCT ZIP+4right arrow065116631
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GRANT FELGENHAUER TREASURER
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
JONATHAN KAPLAN VICE PRESIDENT
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
RICK MAYER PRESIDENT
2.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
ERIC SIMPSON SECRETARY
3.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
AUSTIN V SHAPARD CHAIR, INVESTMENT COMMITTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
JUSTIN ZAREMBY CHAIR, UNDERGRADUATE RELATIONS
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
TIMOTHY HOGEN CHAIR, DEVELOPMENT AND ALUMNI RELATION
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
SAMUEL BABBITT TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
ANDRES VON BUCH TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
MINA CEZAIRLI UNDERGRADUATE PRESIDENT #2
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
CARLA ECKHARDT TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
JERRY EYSTER TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
BROOKE HARRIS UNDERGRADUATE TREASURER #3
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
ERIC HAYES TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
DAVID HEMINGSON TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
LIZZIE ROSENTHAL TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
CARL SHEPHARD TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
CHARLES SIMONDS TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
JAKE THRASHER UNDERGRADUATE PRESIDENT #1
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
CHARLES TRIPPE TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
DAVID WEIL TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
DAVID WILK TRUSTEE
2.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
JAMES WILSON TRUSTEE
1.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
ANYA LIFTIG CO-PRESIDENT
2.00 		0 0 0
483 COLLEGE STREET
NEW HAVEN,CT06511
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
RYAN DUQUES MANAGEMENT 74,387
483 COLLEGE STREET
NEW HAVEN,CT06511
Total number of others receiving over $50,000 for professional services.............right arrow1
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 PROVIDES OPERATING FUNDS FOR A 38 MEMBER LITERARY AND EDUCATIONAL ORGANIZATION. 0
2 THE ANTHONY TRUST ASSOCIATION GRANTS FUNDS FOR CHARITABLE PURPOSES TO MEMBERS OF THE YALE COMMUNITY FOR WILDERNESS EXPLORATION WITH PHILOSOPHIC, ARTISTIC OR SCIENTIFIC INTENT, OR FOR TRAVEL TO RURAL AREAS OR DEVELOPING COUNTRIES FOR STUDY. 0
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,851,902
b
Average of monthly cash balances.......................
1b
519,796
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,371,698
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
12,371,698
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
185,575
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,186,123
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
609,306
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
379,023
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
379,023
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
1975-11-06
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
178,519 145,560 161,108 83,738 568,925
b 85% (0.85) of line 2a ......... 151,741 123,726 136,942 71,177 483,586
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		379,023 352,908 356,818 174,924 1,263,673
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		379,023 352,908 356,818 174,924 1,263,673
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		406,204 358,633 327,302 361,773 1,453,912
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE CHASE COGGINS MEMORIAL GRANT CO
483 COLLEGE STREET
NEW HAVEN,CT06511
(203) 865-5429
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS MUST SUBMIT A BRIEF SUMMARY OF ACADEMIC BACKGROUND, STATEMENT OF OBJECTIVES, ITINERARY AND BUDGET. RECOMMENDATIONS ARE WELCOME, AND THE SELECTION COMMITTEE MAY REQUEST AN INTERVIEW WITH THE APPLICANT.
cAny submission deadlines:
MARCH 29
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE AWARDED TO MEMBERS OF THE YALE COMMUNITY FOR WILDERNESS EXPLORATION WITH PHILOSOPHIC, ARTISTIC OR SCIENTIFIC INTENT, OR FOR TRAVEL TO RURAL AREAS OR DEVELOPING COUNTRIES FOR STUDY.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE SIGMA CHAPTER OF THE FRATERNITY OF DELTA PSI

483 COLLEGE STREET
NEW HAVEN,CT06411 		NONE NONE EDUCATIONAL EXPENSES 21,171
Total .................................right arrow 3a 21,171
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aEVENTS     41    
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 248,791  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 379,873  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 628,664 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
628,664
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE ANTHONY TRUST ASSOCIATION
 
Employer identification number

06-0245162
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE ANTHONY TRUST ASSOCIATION
  		Employer identification number
06-0245162
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FREDERICK MAYER
78 HART ROAD
 
GUILFORD, CT064371128

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JONATHAN KAPLAN
111 W 67TH STREET APT 43D
 
NEW YORK, NY100235962

$ 5,206


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE ANTHONY TRUST ASSOCIATION
  		Employer identification number

06-0245162
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE ANTHONY TRUST ASSOCIATION
  		Employer identification number

06-0245162
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,165 2,866 0 4,299

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
DUPRE FUND CABINETS 1983-07-01 2,700 2,700 PRE 5.000000000000 0 0 0  
PIANO 1994-04-21 8,935 8,935 SL 10.000000000000 0 0 0  
SHELVES 1998-05-01 1,708 1,708 SL 10.000000000000 0 0 0  
BUILDINGS PRE 1970 1970-07-01 99,300 99,300 SL 20.000000000000 0 0 0  
SIDEWALK 1976-07-01 5,000 5,000 SL 10.000000000000 0 0 0  
HEATING SYSTEM 1988-07-01 1,093 1,093 SL 10.000000000000 0 0 0  
LCD PROJECTOR 2001-05-25 2,661 2,661 SL 5.000000000000 0 0 0  
HOOD/EXHAUST SYSTEM 1992-09-01 13,234 13,234 SL 20.000000000000 0 0 0  
IMPROVEMENTS - CONSULTING ARCHITECT 1992-09-01 3,757 3,757 SL 20.000000000000 0 0 0  
QUARRY TILE FLOOR 1992-10-01 560 560 SL 10.000000000000 0 0 0  
3 OUTLETS/EMERGENCY LIGHTS 1992-10-01 507 507 SL 10.000000000000 0 0 0  
NEW DOORS 1993-07-28 3,700 3,700 SL 20.000000000000 0 0 0  
DOORS 1994-06-01 11,841 11,841 SL 20.000000000000 0 0 0  
HARDWARE FOR DOORS 1994-08-07 2,065 2,064 SL 20.000000000000 0 0 0  
IRON HANDRAILS 1994-07-15 1,106 1,100 SL 20.000000000000 0 0 0  
SECURITY SYSTEM 2002-07-01 1,600 1,600 SL 10.000000000000 0 0 0  
NEW RUG (BAR) & TILE (LADIES' LOUNGE) 1995-06-28 3,338 3,338 SL 10.000000000000 0 0 0  
DRAINAGE RENOVATIONS 1997-01-19 28,572 19,583 SL 40.000000000000 714 0 714  
3 NEW CIRCUITS TO BAR 1997-07-14 824 558 SL 40.000000000000 21 0 21  
FABRIC FOR NEW CABINET 2003-05-28 732 726 SL 10.000000000000 0 0 0  
FORTIN ELECTRIC 2001-12-03 5,591 5,591 SL 12.000000000000 0 0 0  
CUSTOME DRAPERIES 2003-03-07 2,109 2,109 SL 7.000000000000 0 0 0  
TREE REMOVAL & LANDSCAPE ARCH. 1998-10-26 1,424 1,424 SL 15.000000000000 0 0 0  
FIRE SYSTEM RENOVATION 1999-09-30 44,740 27,778 SL 40.000000000000 1,119 0 1,119  
FURNITURE & FIXTURES PRE 1970 1970-07-01 36,858 36,858 200SL 5.000000000000 0 0 0  
REPLACE MOTHER BOARD, SMOKES & PULL STATION 2002-01-22 4,804 4,804 200DB 7.000000000000 0 0 0  
2 TABLES 1992-09-01 897 897 SL 10.000000000000 0 0 0  
GYM EQUIPMENT 1994-04-18 2,798 2,798 SL 10.000000000000 0 0 0  
EXERCISE BIKE 1994-09-20 366 366 SL 5.000000000000 0 0 0  
MAP CASES 1995-10-25 900 900 SL 10.000000000000 0 0 0  
TV STAND 1996-05-24 116 116 SL 10.000000000000 0 0 0  
CABINET & SHELF 1996-08-20 510 510 SL 10.000000000000 0 0 0  
DRAWING BOARD 1996-11-15 343 343 SL 10.000000000000 0 0 0  
DESK 1996-11-15 401 401 SL 10.000000000000 0 0 0  
LIVING ROOM RUG 1997-07-25 2,332 2,332 SL 10.000000000000 0 0 0  
CRYPT WALLS RUG 1997-07-30 1,705 1,705 SL 10.000000000000 0 0 0  
DISHWASHER & SINK 1998-08-07 5,292 5,292 SL 10.000000000000 0 0 0  
CURTAINS (BLANKSTEEN) 1999-02-04 2,047 2,047 SL 10.000000000000 0 0 0  
DISHWASHER & SINK INSTALLATION 1998-10-08 1,943 1,943 SL 10.000000000000 0 0 0  
JET SPRAY FOR SINK 1998-11-23 275 275 SL 10.000000000000 0 0 0  
DIRECT PHONE SYSTEM 1998-11-08 261 261 SL 10.000000000000 0 0 0  
22 CHAIRS (10 MAPLE, 12 RAILBACK) 1998-09-03 1,862 1,862 SL 10.000000000000 0 0 0  
BUILDING RENOVATIONS (BARKIN) 1999-09-30 22,202 13,784 SL 40.000000000000 555 0 555  
LIFE SAFETY UPGRADES/RENOVATIONS 1999-09-30 15,801 9,810 SL 40.000000000000 395 0 395  
REMOVE HEDGES/ROOTS 1999-05-17 318 318 SL 15.000000000000 0 0 0  
PLANTING - GLEN TERRACE LANDSCAPING 1999-05-21 4,350 4,350 SL 15.000000000000 0 0 0  
RENOVATIONS (BARKIN) 1999-09-30 7,917 4,915 SL 40.000000000000 198 0 198  
LIFE SAFETY RENOVATIONS (PETRA) 1999-09-30 224,935 139,646 SL 40.000000000000 5,623 0 5,623  
BARKIN 1999-09-30 7,335 4,552 SL 40.000000000000 183 0 183  
PETRA 1999-09-30 12,332 7,655 SL 40.000000000000 308 0 308  
MOVERS 1999-09-30 12,921 8,022 SL 40.000000000000 323 0 323  
PETRA 1999-09-30 228,767 142,026 SL 40.000000000000 5,719 0 5,719  
PETRA-INCL FOR PHNE CALL OFFSET OF 405 1999-10-11 322,375 199,468 SL 40.000000000000 8,059 0 8,059  
ROLLAND TOWERS 1999-09-30 206 127 SL 40.000000000000 5 0 5  
BARKIN ANDRADE 1999-09-30 15,306 9,504 SL 40.000000000000 383 0 383  
4TH FLOOR FLUORESCENT FIXTURES 1998-04-17 753 495 SL 40.000000000000 19 0 19  
ARCHITECT FEES FOR BLDG RENOVATION 1999-09-30 9,473 5,803 SL 40.000000000000 237 0 237  
ARCHITECT FEES (BARKIN) 1999-09-30 2,532 1,550 SL 40.000000000000 63 0 63  
DELL COMPUTER 2000-02-11 2,598 2,598 SL 5.000000000000 0 0 0  
PETRA ADDITIONAL UPGRADES 2000-01-30 126,077 77,223 SL 40.000000000000 3,152 0 3,152  
FIRE DOORS 2000-06-30 1,908 1,150 SL 40.000000000000 48 0 48  
RECOVER SOFA 2000-04-28 1,875 1,875 SL 10.000000000000 0 0 0  
PETRA CONSTRUCTION 2000-01-31 19,781 12,118 SL 40.000000000000 495 0 495  
BARKIN ANDRADE - 99 RENOVATIONS 2000-03-03 9,925 6,078 SL 40.000000000000 248 0 248  
NEW BAR 2003-06-06 658 653 SL 10.000000000000 0 0 0  
TWO AREA RUGS FOR CRYPT 2000-07-30 4,606 4,606 SL 10.000000000000 0 0 0  
PETRA CONS - FINAL PAYMENT OF LIFE SAFETY UPDATE 2000-08-31 16,863 10,084 SL 40.000000000000 422 0 422  
NEW RUGS 2003-06-26 2,800 2,800 SL 7.000000000000 0 0 0  
AMODIO MOVERS RELATED TO LIFE SAFETY UPGRADE 2001-02-12 1,331 1,331 SL 10.000000000000 0 0 0  
DELL COMPUTER 2002-11-22 1,705 1,705 200DB 5.000000000000 0 0 0  
COMPUTER EQUIPMENT 2002-05-29 1,015 1,015 200DB 5.000000000000 0 0 0  
HARDWOOD FLOOR IN FOYER 2001-09-06 14,576 8,319 SL 40.000000000000 364 0 364  
FAIR HAVEN WDWKS - NEW FURNITURE 2002-02-22 14,300 14,300 SL 10.000000000000 0 0 0  
ELECTRICAL IMPROVEMENTS 2002-07-01 2,569 1,450 SL 39.000000000000 66 0 66  
COMPUTER 2002-05-23 1,542 1,542 SL 5.000000000000 0 0 0  
COMPUTER 2002-03-19 1,406 1,406 SL 5.000000000000 0 0 0  
COMPUTER CONNECTIONS AND LABOR 2002-03-22 437 437 SL 5.000000000000 0 0 0  
NEW RUGS 2003-05-30 3,200 3,200 200DB 5.000000000000 0 0 0  
CUSTOM DRAPERIES - POOL ROOM 2003-09-16 2,620 2,620 200DB 7.000000000000 0 0 0  
2 PRARIE SETTLE 2002-11-04 11,125 11,125 SL 10.000000000000 0 0 0  
NEW CABINET 2002-12-23 17,308 16,443 SL 10.000000000000 0 0 0  
LADIES ROOM DRAPERIES 2004-02-02 1,602 1,602 200DB 7.000000000000 0 0 0  
DRAPERIES & CURTAIN ROD 2004-06-14 2,045 2,045 200DB 7.000000000000 0 0 0  
NEW ROOF 2003-03-27 422,886 230,417 SL 39.000000000000 10,843 0 10,843  
AUDIO VISUAL EQUIPMENT 2004-02-17 1,800 1,800 200DB 5.000000000000 0 0 0  
DRAPERIES 2004-10-07 650 650 200DB 5.000000000000 0 0 0  
CARVING FOR CABINETS 2004-10-07 2,640 2,640 200DB 5.000000000000 0 0 0  
LAPTOP-JIM 2007-02-25 734 734 SL 5.000000000000 0 0 0  
PRINTER-JIM 2007-02-25 325 325 SL 5.000000000000 0 0 0  
VACUUM 2007-02-06 731 731 SL 5.000000000000 0 0 0  
MULTIMEDIA PROJECTOR 2007-11-06 1,450 1,450 SL 5.000000000000 0 0 0  
MILLWORK DISPLAY CASES 2008-01-02 48,080 48,080 SL 10.000000000000 0 0 0  
BARKIN-ARCHITECTURE FEE FOR SURVEY 2007-07-15 15,088 6,412 SL 40.000000000000 377 0 377  
BAR RENOVATION 2010-04-01 403,190 143,637 SL 40.000000000000 10,080 0 10,080  
GUTTERS PM & STAIRWELL ROOF 2009-01-30 12,633 4,870 SL 40.000000000000 316 0 316  
HD TV IN BAR 2009-10-26 597 597 SL 10.000000000000 0 0 0  
AUDIO SYSTEM IN BAR 2009-12-07 3,599 3,599 SL 10.000000000000 0 0 0  
60-HARDWOOD CHAIRS 2009-12-04 20,252 20,252 SL 10.000000000000 0 0 0  
GLASS SHELVES 2009-11-21 483 483 SL 10.000000000000 0 0 0  
2-PLAQUES 2009-10-04 592 592 SL 10.000000000000 0 0 0  
ESPRESSO MACHINE 2010-01-28 2,500 2,500 SL 10.000000000000 0 0 0  
16-POPLAR BANQUET TABLE 2010-04-09 6,400 6,400 SL 10.000000000000 0 0 0  
5-SOLID CHERRY TABLE 2010-04-09 1,890 1,890 SL 10.000000000000 0 0 0  
ATTIC RENOVATION 2010-08-10 37,468 13,037 SL 40.000000000000 937 0 937  
ARCHIVE RENOVATION 2011-05-18 47,412 15,506 SL 40.000000000000 1,185 0 1,185  
EXTERIOR DOOR RENOVATION 2011-04-29 6,681 2,199 SL 40.000000000000 167 0 167  
4-LIBRARY TABLE 2010-11-16 5,226 5,226 SL 10.000000000000 0 0 0  
MAHOGANY REPLICA COATRACKS 2010-12-03 2,335 2,335 SL 10.000000000000 0 0 0  
IMAC MACBOOK 2012-08-06 1,617 1,617 SL 5.000000000000 0 0 0  
4TH FL WINDOW REPLACEMENT 2013-08-19 24,950 6,758 SL 40.000000000000 624 0 624  
HARDWOOD FLOORS 2014-04-14 5,500 1,411 SL 40.000000000000 138 0 138  
PHONE & ACCESSORIES 2013-12-11 513 513 SL 5.000000000000 0 0 0  
APPLE TV & WIFI HOOKUP 2014-02-24 653 653 SL 5.000000000000 0 0 0  
APPLE MB AIR COMPUTER 2017-10-03 1,647 1,647 SL 5.000000000000 0 0 0  
6TH FL WINDOWS REPLACEMENT 2018-06-13 27,240 4,143 SL 40.000000000000 681 0 681  
5TH FL WINDOWS PROJECT 2018-08-14 8,000 1,183 SL 40.000000000000 200 0 200  
ALUMNI WORK COMPUTER 2020-02-24 1,181 1,023 SL 5.000000000000 158 0 158  
ARCHIVES PROJECT - IN SERVICE DATE 3/1/21 2021-03-01 128,688 10,723 SL 40.000000000000 3,217 0 3,217  
WINDOWS - 5TH FLOOR 2020-08-11 8,000 783 SL 40.000000000000 200 0 200  
ELECTRONIC LOCKING SYSTEM 2020-10-07 15,983 1,500 SL 40.000000000000 400 0 400  
SMALL HVAC (ARCHIVES PROJECT) 2021-03-01 2,800 233 SL 40.000000000000 70 0 70  
ARCHIVES PROJECT - HVAC #1102 2021-07-06 15,000 1,125 SL 40.000000000000 375 0 375  

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Name of Bond End of Year Book Value End of Year Fair Market Value
4100 ISHARES CORE U.S. AGGREGATE BOND 406,720 406,720

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Name of Stock End of Year Book Value End of Year Fair Market Value
2564 SPDR GOLD TRUST 238,987 238,987
LOWE'S 3,027 3,027
440 SPDR S&P 500 ETF TR 110,766 110,766
235 VANGUARD SMALL CAP 80,810 80,810
6823 VANGUARD INDEX FDS 1,878,475 1,878,475
5059 VANGUARD MID-CAP VIPERS 1,572,365 1,572,365
6113 VANGUARD SMALL CAPITAL ETF 1,448,659 1,448,659
7538 VANGUARD FTSE DEVELOPED MARKETS 577,682 577,682
16598 VANGUARD FTSE EMERGING MARKETS ETF 48,965 48,965
VANGUARD MID CAP ETF 75,554 75,554
11903 VANGUARD DIVIDEND APPREC ETF 1,865,567 1,865,567
49723.44 DOUBLE CORE FIX INCOME-I 587,012 587,012
860 VANGUARD FTSE DEVELOPED MARKETS ETF 68,412 68,412
2767 XTRACKERS MSCI EAFE HEDGED EQUITY 277,156 277,156
INVESCO S&P 500 EQUAL WEIGHT 1,830,667 1,830,667
GQG PART EMERG MKTS EQ-INST 385,575 385,575
ISHARES MSCI EMR MRK EX CHNA 356,930 356,930
ISHARES MSCI EMERGING MARKETS ETF 12,754 12,754
INVSC S P 500 EQUAL 101,593 101,593
ISHARES CORE US 30,752 30,752
VANGUARD DIVIDEND 101,926 101,926
DOUBLELINE CORE FIXED IN 33,477 33,477

TY 2024 InvestmentsOtherSchedule2
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCRUED INTEREST FMV 29,570 29,570

TY 2024 LandEtcSchedule2
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
DUPRE FUND CABINETS 2,700 2,700 0 0
PIANO 8,935 8,935 0 0
SHELVES 1,708 1,708 0 0
BUILDINGS PRE 1970 99,300 99,300 0 0
SIDEWALK 5,000 5,000 0 0
HEATING SYSTEM 1,093 1,093 0 0
LCD PROJECTOR 2,661 2,661 0 0
HOOD/EXHAUST SYSTEM 13,234 13,234 0 0
IMPROVEMENTS - CONSULTING ARCHITECT 3,757 3,757 0 0
QUARRY TILE FLOOR 560 560 0 0
3 OUTLETS/EMERGENCY LIGHTS 507 507 0 0
NEW DOORS 3,700 3,700 0 0
DOORS 11,841 11,841 0 0
HARDWARE FOR DOORS 2,065 2,064 1 1
IRON HANDRAILS 1,106 1,100 6 6
SECURITY SYSTEM 1,600 1,600 0 0
NEW RUG (BAR) & TILE (LADIES' LOUNGE) 3,338 3,338 0 0
DRAINAGE RENOVATIONS 28,572 20,297 8,275 8,275
3 NEW CIRCUITS TO BAR 824 579 245 245
FABRIC FOR NEW CABINET 732 726 6 6
FORTIN ELECTRIC 5,591 5,591 0 0
CUSTOME DRAPERIES 2,109 2,109 0 0
TREE REMOVAL & LANDSCAPE ARCH. 1,424 1,424 0 0
FIRE SYSTEM RENOVATION 44,740 28,897 15,843 15,843
FURNITURE & FIXTURES PRE 1970 36,858 36,858 0 0
REPLACE MOTHER BOARD, SMOKES & PULL STATION 4,804 4,804 0 0
2 TABLES 897 897 0 0
GYM EQUIPMENT 2,798 2,798 0 0
EXERCISE BIKE 366 366 0 0
MAP CASES 900 900 0 0
TV STAND 116 116 0 0
CABINET & SHELF 510 510 0 0
DRAWING BOARD 343 343 0 0
DESK 401 401 0 0
LIVING ROOM RUG 2,332 2,332 0 0
CRYPT WALLS RUG 1,705 1,705 0 0
DISHWASHER & SINK 5,292 5,292 0 0
CURTAINS (BLANKSTEEN) 2,047 2,047 0 0
DISHWASHER & SINK INSTALLATION 1,943 1,943 0 0
JET SPRAY FOR SINK 275 275 0 0
DIRECT PHONE SYSTEM 261 261 0 0
22 CHAIRS (10 MAPLE, 12 RAILBACK) 1,862 1,862 0 0
BUILDING RENOVATIONS (BARKIN) 22,202 14,339 7,863 7,863
LIFE SAFETY UPGRADES/RENOVATIONS 15,801 10,205 5,596 5,596
REMOVE HEDGES/ROOTS 318 318 0 0
PLANTING - GLEN TERRACE LANDSCAPING 4,350 4,350 0 0
RENOVATIONS (BARKIN) 7,917 5,113 2,804 2,804
LIFE SAFETY RENOVATIONS (PETRA) 224,935 145,269 79,666 79,666
BARKIN 7,335 4,735 2,600 2,600
PETRA 12,332 7,963 4,369 4,369
MOVERS 12,921 8,345 4,576 4,576
PETRA 228,767 147,745 81,022 81,022
PETRA-INCL FOR PHNE CALL OFFSET OF 405 322,375 207,527 114,848 114,848
ROLLAND TOWERS 206 132 74 74
BARKIN ANDRADE 15,306 9,887 5,419 5,419
4TH FLOOR FLUORESCENT FIXTURES 753 514 239 239
ARCHITECT FEES FOR BLDG RENOVATION 9,473 6,040 3,433 3,433
ARCHITECT FEES (BARKIN) 2,532 1,613 919 919
DELL COMPUTER 2,598 2,598 0 0
PETRA ADDITIONAL UPGRADES 126,077 80,375 45,702 45,702
FIRE DOORS 1,908 1,198 710 710
RECOVER SOFA 1,875 1,875 0 0
FILEMAKER PRO 5.0 242 242 0 0
PETRA CONSTRUCTION 19,781 12,613 7,168 7,168
BARKIN ANDRADE - 99 RENOVATIONS 9,925 6,326 3,599 3,599
NEW BAR 658 653 5 5
TWO AREA RUGS FOR CRYPT 4,606 4,606 0 0
PETRA CONS - FINAL PAYMENT OF LIFE SAFETY UPDATE 16,863 10,506 6,357 6,357
NEW RUGS 2,800 2,800 0 0
AMODIO MOVERS RELATED TO LIFE SAFETY UPGRADE 1,331 1,331 0 0
DELL COMPUTER 1,705 1,705 0 0
COMPUTER EQUIPMENT 1,015 1,015 0 0
HARDWOOD FLOOR IN FOYER 14,576 8,683 5,893 5,893
FAIR HAVEN WDWKS - NEW FURNITURE 14,300 14,300 0 0
ELECTRICAL IMPROVEMENTS 2,569 1,516 1,053 1,053
COMPUTER 1,542 1,542 0 0
COMPUTER 1,406 1,406 0 0
COMPUTER CONNECTIONS AND LABOR 437 437 0 0
NEW RUGS 3,200 3,200 0 0
CUSTOM DRAPERIES - POOL ROOM 2,620 2,620 0 0
2 PRARIE SETTLE 11,125 11,125 0 0
NEW CABINET 17,308 16,443 865 865
LADIES ROOM DRAPERIES 1,602 1,602 0 0
DRAPERIES & CURTAIN ROD 2,045 2,045 0 0
NEW ROOF 422,886 241,260 181,626 181,626
AUDIO VISUAL EQUIPMENT 1,800 1,800 0 0
DRAPERIES 650 650 0 0
CARVING FOR CABINETS 2,640 2,640 0 0
LAPTOP-JIM 734 734 0 0
PRINTER-JIM 325 325 0 0
VACUUM 731 731 0 0
MULTIMEDIA PROJECTOR 1,450 1,450 0 0
MILLWORK DISPLAY CASES 48,080 48,080 0 0
BARKIN-ARCHITECTURE FEE FOR SURVEY 15,088 6,789 8,299 8,299
BAR RENOVATION 403,190 153,717 249,473 249,473
GUTTERS PM & STAIRWELL ROOF 12,633 5,186 7,447 7,447
HD TV IN BAR 597 597 0 0
AUDIO SYSTEM IN BAR 3,599 3,599 0 0
60-HARDWOOD CHAIRS 20,252 20,252 0 0
GLASS SHELVES 483 483 0 0
2-PLAQUES 592 592 0 0
ESPRESSO MACHINE 2,500 2,500 0 0
16-POPLAR BANQUET TABLE 6,400 6,400 0 0
5-SOLID CHERRY TABLE 1,890 1,890 0 0
ATTIC RENOVATION 37,468 13,974 23,494 23,494
ARCHIVE RENOVATION 47,412 16,691 30,721 30,721
EXTERIOR DOOR RENOVATION 6,681 2,366 4,315 4,315
4-LIBRARY TABLE 5,226 5,226 0 0
MAHOGANY REPLICA COATRACKS 2,335 2,335 0 0
IMAC MACBOOK 1,617 1,617 0 0
4TH FL WINDOW REPLACEMENT 24,950 7,382 17,568 17,568
HARDWOOD FLOORS 5,500 1,549 3,951 3,951
PHONE & ACCESSORIES 513 513 0 0
APPLE TV & WIFI HOOKUP 653 653 0 0
APPLE MB AIR COMPUTER 1,647 1,647 0 0
6TH FL WINDOWS REPLACEMENT 27,240 4,824 22,416 22,416
5TH FL WINDOWS PROJECT 8,000 1,383 6,617 6,617
ALUMNI WORK COMPUTER 1,181 1,181 0 0
ARCHIVES PROJECT - IN SERVICE DATE 3/1/21 128,688 13,940 114,748 114,748
WINDOWS - 5TH FLOOR 8,000 983 7,017 7,017
ELECTRONIC LOCKING SYSTEM 15,983 1,900 14,083 14,083
SMALL HVAC (ARCHIVES PROJECT) 2,800 303 2,497 2,497
ARCHIVES PROJECT - HVAC #1102 15,000 1,500 13,500 13,500


TY 2024 OtherExpensesSchedule
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FUND RAISING CAMPAIGN 43,392 0 0 43,392
WORKERS COMPENSATION 2,882 0 0 2,215
BANK CHARGES 487 0 0 487
SUPPLIES 3,013 0 0 3,017
POSTAGE 589 0 0 589
EVENTS & REUNIONS 21,458 0 0 21,458
CONSULTING DATABASE 69,388 0 0 69,388
ALUMNI RELATION MANAGER 18,555 0 0 18,555
STEWARD FEES 14,602 0 0 14,602
CONTRACTORS 6,200 0 0 6,200


TY 2024 OtherIncreasesSchedule
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Description Amount
UNREALIZED GAINS ON INVESTMENTS - UNRESTRICTED ASSETS 872,831


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 11,585 11,585 11,585 0


TY 2024 SubstantialContributorsSch
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Name Address
CLEMENCY CHASE COGGINS 48 ISLINTON ROAD
AUBURNDALE,MA02466
DUNCAN MCFARLAND 299 CLAPBROAD TREE STREET
WESTWOOD,MA020902907
ANDRES VON BUCH LIBERTADOR 60223A
CIUDAD BUENOS AIRES   1001
AR
FREDERICK MAYER 78 HART ROAD
GUILFORD,CT06437
JONATHAN KAPLAN 111 W 67TH STREET APT 43D
NEW YORK,NY10023
DAVID WILK 286 CURTIS AVENUE
STRATFORD,CT06615
JASON RHODES 28 HYDE AVENUE
NEWTOWN,MA02458
NATIONAL SAINT ANTHONY HALL PO BOX 876
ITHACA,NY14851


TY 2024 TaxesSchedule
Name:
THE ANTHONY TRUST ASSOCIATION
EIN:
06-0245162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 14,587 0 0 5,000