Civic Intelligence

Phyllis Anthony Charitable Trust

990PF • Fiscal year 2024 • EIN 32-6175794

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization Profile
1280 Soldiers Field RoadBoston, MA 02135

(617) 726-7250

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

15%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,392,283

Down $570,226 (-29%) from 2022

Net Assets

Down

$1,392,283

Down $570,226 (-29%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin10th percentile

Revenue

Down

$446,032

Down $51,321 (-10%) from 2022

Expenses

Up

$659,307

Up $156,978 (+31%) from 2022

Net Income

Down

-$213,275

Down $208,299 (-4186%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,745,542Liabilities 2013: $0Net Assets 2013: $3,745,5422013Assets 2014: $3,560,558Liabilities 2014: $0Net Assets 2014: $3,560,5582014Assets 2015: $3,343,182Liabilities 2015: $0Net Assets 2015: $3,343,1822015Assets 2016: $2,929,201Liabilities 2016: $0Net Assets 2016: $2,929,2012016Assets 2018: $2,283,917Liabilities 2018: $0Net Assets 2018: $2,283,9172018Assets 2019: $2,455,914Liabilities 2019: $0Net Assets 2019: $2,455,9142019Assets 2020: $2,281,341Liabilities 2020: $0Net Assets 2020: $2,281,3412020Assets 2021: $1,967,485Liabilities 2021: $0Net Assets 2021: $1,967,4852021Assets 2022: $1,962,509Liabilities 2022: $0Net Assets 2022: $1,962,5092022Assets 2024: $1,392,283Liabilities 2024: $0Net Assets 2024: $1,392,2832024

Highlighted filing

2024

Assets$1,392,283
Liabilities$0
Net Assets$1,392,283
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2013: $182,891Expenses 2013: $537,954Net Income 2013: -$355,0632013Revenue 2014: $342,367Expenses 2014: $527,351Net Income 2014: -$184,9842014Revenue 2015: $310,659Expenses 2015: $528,035Net Income 2015: -$217,3762015Revenue 2016: $240,275Expenses 2016: $654,256Net Income 2016: -$413,9812016Revenue 2018: $288,715Expenses 2018: $1,028,969Net Income 2018: -$740,2542018Revenue 2019: $439,920Expenses 2019: $267,923Net Income 2019: $171,9972019Revenue 2020: $203,049Expenses 2020: $377,622Net Income 2020: -$174,5732020Revenue 2021: $108,190Expenses 2021: $422,046Net Income 2021: -$313,8562021Revenue 2022: $497,353Expenses 2022: $502,329Net Income 2022: -$4,9762022Revenue 2024: $446,032Expenses 2024: $659,307Net Income 2024: -$213,2752024

Highlighted filing

2024

Revenue$446,032
Expenses$659,307
Net Income-$213,275
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DRUMMOND PIKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis Anthony Charitable Trust
EIN
32-6175794
Phone
6177267250
Address
1280 SOLDIERS FIELD ROAD, BOSTON, MA 02135

Signing Officer

Name
Jane Shapiro
Title
Trustee
Signed
2025-05-15

Preparer

Firm
Donovan Sullivan & Ryan CPA
Address
ONE UNIVERSITY SUITE 2 A, WESTWOOD, MA 02090-2179
Preparer
Timothy J Mahoney CPA
Phone
7813291690
Raw XML Appendix212 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0278565
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0349255
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt070690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01263366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03027193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0US BANK
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0145848
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0145848
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011859
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0659307
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0659307
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0300184
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt034651
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt034651
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-213275
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0361114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028648
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028648
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt082549
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt075158
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0659307
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0659307
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt075158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0446032
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011859
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-213275
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01392283
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01605558
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01392283
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0158694
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0158694
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0158694
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0159739
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01045
IRS990PF/DistributableAmountGrp/TotalTaxAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02205
IRS990PF/FMVAssetsEOYAmt03156110
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt062367
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0128917
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0128917
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01543191
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01263366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03027193
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01605558
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01392283
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01605558
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01392283
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03156110
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01605558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01392283
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01605558
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01392283
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03243431
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0142152
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03101279
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048651
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0159739
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03194780
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03243431
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DRUMMOND PIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0312 MONTFORD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILL VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094941
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0659307
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0659307
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 43
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEVERLY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001915
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum09789216202
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JANE SHAPIRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1334307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0POSSIBILTIY LABS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1POSSIBILITY LABS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01410 FRANKLIN ST UNIT 135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11410 FRANKLIN ST UNIT 135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0JANE SHAPIRO
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0659307
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0158694
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0158694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0580614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0500000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01581227
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0500613
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0580614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0500000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0659307
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0500613
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01581227
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01080614
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE SHAPIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS ANTHONY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0326175794
ReturnHeader/Filer/PhoneNum06177267250
ReturnHeader/Filer/USAddress/AddressLine1Txt01280 SOLDIERS FIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002135
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043118719
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONOVAN SULLIVAN & RYAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE UNIVERSITY SUITE 2 A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0020902179
ReturnHeader/PreparerPersonGrp/PhoneNum07813291690
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J MAHONEY CPA
ReturnHeader/ReturnTs02025-05-14T14:01:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,392,283
Liabilities
$0
Net assets
$1,392,283
Revenue
$446,032
Expenses
$659,307
Net income
-$213,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.45$0.66$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.50$0.50$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.11$0.42$0.31
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.20$0.38$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.44$0.27$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.29$1.03$0.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.24$0.65$0.41
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.31$0.53$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.34$0.53$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.18$0.54$0.36