Phyllis Anthony Charitable Trust

Shapiro Jane Ttee

Boston, MA
Tax-exempt since July 2011
EIN: 32-6175794

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$446k (2024)

Expenses

$659k (2024)

Total Assets

$1.39M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$446,032

Expenses

$659,307

Net Income

-$213,275

Net Assets

$1,392,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,184	67.3%
Interest Revenue	$28,648	6.4%
Dividends	$34,651	7.8%
Sales of Assets	$82,549	18.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$659,307	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,392,283
Total Liabilities	$0
Net Assets	$1,392,283

Compensation

Key Employees and Officers	Compensation	Other
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$388,904

Expenses

$745,855

Net Income

-$356,951

Net Assets

$1,605,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,033	77.1%
Interest Revenue	$39,348	10.1%
Dividends	$32,620	8.4%
Sales of Assets	$16,903	4.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$743,546	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,605,558
Total Liabilities	$0
Net Assets	$1,605,558

Compensation

Key Employees and Officers	Compensation	Other
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$497,353

Expenses

$502,329

Net Income

-$4,976

Net Assets

$1,962,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	50.3%
Interest Revenue	$20,766	4.2%
Dividends	$33,535	6.7%
Sales of Assets	$193,052	38.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500,000	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,962,509
Total Liabilities	$0
Net Assets	$1,962,509

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Evelyn Pless (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on June 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$108,190

Expenses

$422,046

Net Income

-$313,856

Net Assets

$1,967,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,176	27.0%
Dividends	$30,205	27.9%
Sales of Assets	$48,809	45.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$400,000	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,967,485
Total Liabilities	$0
Net Assets	$1,967,485

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Evelyn Pless (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$203,049

Expenses

$377,622

Net Income

-$174,573

Net Assets

$2,281,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	49.2%
Interest Revenue	$35,348	17.4%
Dividends	$25,830	12.7%
Sales of Assets	$39,654	19.5%
Other Income	$2,217	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$350,000	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,281,341
Total Liabilities	$1
Net Assets	$2,281,340

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Evelyn Pless (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on May 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$439,920

Expenses

$267,923

Net Income

$171,997

Net Assets

$2,455,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	56.8%
Interest Revenue	$30,961	7.0%
Dividends	$29,188	6.6%
Sales of Assets	$126,791	28.8%
Other Income	$2,980	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,000	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,455,914
Total Liabilities	$1
Net Assets	$2,455,913

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Evelyn Pless (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on April 27, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$288,715

Expenses

$1,028,969

Net Income

-$740,254

Net Assets

$2,283,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,443	10.9%
Dividends	$31,140	10.8%
Sales of Assets	$226,132	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,000,000	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,283,917
Total Liabilities	$0
Net Assets	$2,283,917

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Evelyn Pless (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on July 31, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$618,512

Expenses

$523,542

Net Income

$94,970

Net Assets

$3,024,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,086	4.5%
Dividends	$40,615	6.6%
Sales of Assets	$549,811	88.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500,000	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,024,171
Total Liabilities	$0
Net Assets	$3,024,171

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Evelyn Pless (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on April 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$240,275

Expenses

$654,256

Net Income

-$413,981

Net Assets

$2,929,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,547	10.2%
Dividends	$41,256	17.2%
Sales of Assets	$174,472	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$625,000	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,929,201
Total Liabilities	$0
Net Assets	$2,929,201

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Paula Feldman (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on April 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$310,659

Expenses

$528,035

Net Income

-$217,376

Net Assets

$3,343,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,537	7.6%
Dividends	$62,416	20.1%
Sales of Assets	$224,706	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500,000	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,343,182
Total Liabilities	$0
Net Assets	$3,343,182

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Paula Feldman (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on April 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$342,367

Expenses

$527,351

Net Income

-$184,984

Net Assets

$3,560,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,723	7.2%
Dividends	$56,335	16.5%
Sales of Assets	$261,309	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500,000	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,560,558
Total Liabilities	$0
Net Assets	$3,560,558

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Paula Feldman (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on May 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$182,891

Expenses

$537,954

Net Income

-$355,063

Net Assets

$3,745,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,219	15.4%
Dividends	$54,004	29.5%
Sales of Assets	$100,253	54.8%
Other Income	$415	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500,000	92.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,745,542
Total Liabilities	$0
Net Assets	$3,745,542

Compensation

Key Employees and Officers	Compensation	Other
Jane Shapiro (Trustee)	$0	$0
Paula Feldman (Trustee)	$0	$0
Drummond Pike (Trustee)	$0	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$245,362

Expenses

$419,905

Net Income

-$174,543

Net Assets

$4,100,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,853	5.6%
Dividends	$59,917	24.4%
Sales of Assets	$170,030	69.3%
Other Income	$1,562	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$350,000	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,100,605
Total Liabilities	$0
Net Assets	$4,100,605

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,652,059

Expenses

$376,911

Net Income

$4,275,148

Net Assets

$4,275,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,787,628	59.9%
Interest Revenue	$3,029	0.1%
Dividends	$35,224	0.8%
Sales of Assets	$1,825,434	39.2%
Other Income	$744	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$370,000	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,275,148
Total Liabilities	$0
Net Assets	$4,275,148

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Phyllis Anthony Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $446k (2024)

Expenses $659k (2024)

Total Assets $1.39M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$446k (2024)

Expenses

$659k (2024)

Total Assets

$1.39M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011