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ANASTOS FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANASTOS FAMILY FOUNDATION INC (EIN 04-3564287)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-05
IRS object ID
202511259349101161
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-05T09:10:45-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVID BERTELETTI CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 BAY STREET UNIT 305AddressLine1Txt
CityTAUNTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02780ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043564287EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANASTOS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANASBusinessNameControlTxt
Phone6176201831PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 JAMES MASSEY LANEAddressLine1Txt
CitySTOUGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02072ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEIDEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6176201831PhoneNum
Signature2024-04-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A BERTELETTIPreparerPersonNm
PTINP00157915PTIN
Phone6174484139PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$113,049FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$1,186DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,186DividendsNetInvstIncmAmt
Net Rental Income Or Loss$0NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$2,571CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,186TotalRevAndExpnssAmt
Total Net Invst Incm$3,757TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$775AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$775AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$124TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$899TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$775TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$723ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$723ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,622TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,498TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$436ExcessRevenueOverExpensesAmt
Net Investment Income$3,757NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$2,243CashBOYAmt
Cash EOY$12,093CashEOYAmt
Cash EOYFMV$12,093CashEOYFMVAmt
Corporate Stock BOY$60,912CorporateStockBOYAmt
Corporate Stock EOY$48,714CorporateStockEOYAmt
Corporate Stock EOYFMV$100,956CorporateStockEOYFMVAmt
Total Assets BOY$58,669TotalAssetsBOYAmt
Total Assets EOY$60,807TotalAssetsEOYAmt
Total Assets EOYFMV$113,049TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$58,669RetainedEarningBOYAmt
Retained Earning EOY$60,807RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$58,669TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$60,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$58,669TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$60,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$58,669TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$436ExcessRevenueOverExpensesAmt
Other Increases$3,205OtherIncreasesAmt
Subtotal$61,438SubtotalAmt
Other Decreases$631OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$60,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AT&TP2023-07-172024-01-24$9,981$8,151$1,830$1,830
FLAGSTARP2024-03-152024-12-19$13,759$16,220-$2,461-$2,461
DRAFT KINGSP2022-04-042024-03-25$4,709$2,050$2,659$2,659
MORGAN STANLEYP2022-04-042024-03-20$9,169$8,626$543$543
FieldValueIRS element (for citing)
Capital Gain Net Income$2,571CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$631NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$52InvestmentIncomeExciseTaxAmt
Subtotal$52SubtotalAmt
Tax Based On Investment Income$52TaxBasedOnInvestmentIncomeAmt
Tax Due$52TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Form990 T Filed0Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HEIDEE A ANASTOSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176202842PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 JAMES MASSEY LANEAddressLine1Txt
CitySTOUGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02072ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App0UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns0MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Proceeds Or Net Income0ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
HEIDEE A ANASTOS
30 JAMES MASSEY LANESTOUGHTONMA02072PRESIDENT[:COMMA:] D1$0
STEPHEN G ANASTOS
30 JAMES MASSEY LANESTOUGHTONMA02072TREASURER[:COMMA:] C1$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$90,490AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,546AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$98,036TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$98,036AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,471CashDeemedCharitableAmt
Net Vl Noncharitable Assets$96,565NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,828MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,828MinimumInvestmentReturnAmt
Tax Based On Investment Income$52TaxBasedOnInvestmentIncomeAmt
Total Tax$52TotalTaxAmt
Distributable Before Adj$4,776DistributableBeforeAdjAmt
Distributable Before Ded$4,776DistributableBeforeDedAmt
Distributable As Adjusted$4,776DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,498ExpensesAndContributionsAmt
Qualifying Distributions$1,498QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,776DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,178ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,178TotalExcessDistributionCyovAmt
Qualifying Distributions$1,498QualifyingDistributionsAmt
Applied To Current Year$1,498AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,178ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,178ExcessDistributionCyovAppCYAmt
Undistributed Income CY$2,100UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN G ANASTOSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PLAY FOR PINK
WEST 44TH STREETNEW YORKNY10036NONE501C(3)MEDICAL$250
BIRDIES 2 BENEFIT
643 CROSS STREETBOYLSTONMA01505NONE501C(3)MEDICAL$473
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$723TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,186ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,186TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDAVID BERTELETTI CPACategoryTxt
Amt$775Amt
Disbursements Charitable Prps$775DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990PF PART VIII LINE 1FormAndLineReferenceDesc
Medium ExplanationGRANT MAKING ORGANIZATIONMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DRAFTKINGS$8,200$14,880
AMAZON$10,289$21,939
NVIDIA$11,090$33,572
CITI GROUP$12,506$21,117
FORTINET$6,629$9,448

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSHORT TERM LOSSDesc
Amt$631Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NET CAPITAL GAINS$3,201
ROUNDING$4

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
IRS$89
COMMONWEALTH OF MASSACHUSETTS$35

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