ASTRA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ASTRA FOUNDATION INC (EIN 04-3526333)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-10-27
- IRS object ID
- 202143009349100604
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-27T08:28:38-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043526333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASTRA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASTR | BusinessNameControlTxt |
| Phone | 9782663700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 MAIN STREET | AddressLine1Txt |
| City | ACTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017203301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD J HAAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9782663700 | PhoneNum |
| Signature | 2021-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERNARD | PersonFirstNm |
| Person Last | HAAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2021-10-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,168,599 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $193,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,803 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $193,803 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $510,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,811,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $510,381 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $14,051 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $14,051 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $718,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $704,184 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $207,854 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,972 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $87,972 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $368,919 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $365,502 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,819 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,159 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,946 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $23,946 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $114,945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,104 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $86,104 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,841 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $24 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $24 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,927 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $33,915 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,448 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,448 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,545 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,545 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,412 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $717,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $86,104 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $618,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $907,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $86,104 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $808,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$189,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $618,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $121,750 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $81,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,568 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,044 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,623 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,623 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,552,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,961,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,961,007 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,728 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $120,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $120,401 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,644,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,168,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,168,599 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,351 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,001 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,001 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,636,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,156,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,636,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,156,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,644,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,168,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,636,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$189,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,709,577 | OtherIncreasesAmt |
| Subtotal | $9,156,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,156,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,800,813 | $2,301,496 | $499,317 | $499,317 | |
| CAPITAL GAINS DIVIDENDS | $11,064 | $11,064 | $11,064 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $510,381 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,014 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,014 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,423 | OverpaymentAmt |
| Applied To ES Tax | $5,423 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ASTRAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BERNARD J HAAN | IndividualWithBooksNm |
| Phone | 9782663700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 MAIN STREET | AddressLine1Txt |
| City | ACTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BERNARD HAAN | ||||||||
| 524 MAIN STREET | ACTON | MA | 01720 | PRESIDENT/TREASURER | 30.00 | $0 | $0 | $0 |
| KRISTIN BLAIS | ||||||||
| 524 MAIN STREET | ACTON | MA | 01720 | CLERK | 40.00 | $84,588 | $3,384 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH BAUCH | ||||||||
| 524 MAIN STREET | ACTON | MA | 01720 | DEVELOPMENT SPECIALI | 40.00 | $105,463 | $17,243 | $0 |
| CHERYL VINES | ||||||||
| 524 MAIN STREET | ACTON | MA | 01720 | PROGRAM DIRECTOR | 40.00 | $112,000 | $0 | $0 |
| KRISTIN BLAIS | ||||||||
| 524 MAIN STREET | ACTON | MA | 01720 | PROJECT MANAGER | 40.00 | $84,588 | $3,384 | $0 |
| SARA BAILEY | ||||||||
| 524 MAIN STREET | ACTON | MA | 01720 | EDUCATION SPECIALIST | 40.00 | $78,750 | $0 | $0 |
| SARAH MEASURES | ||||||||
| 524 MAIN STREET | ACTON | MA | 01720 | TRAINER | 40.00 | $48,217 | $28,938 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 HARBOR BLVD | AddressLine1Txt |
| City | WEEHAWKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVICE | ServiceTypeTxt |
| Compensation | $51,304 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO RESEARCH AND EDUCATIONAL ORGANIZATIONS AND PROGRAM ACTIVITIES TO PROVIDE TRAINING FOR PARENTS AND TEACHERS OF SPECIAL NEEDS CHILDREN | Description1Txt |
| Expenses1 | $808,764 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,223,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $120,401 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,454,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,454,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,328,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $808,764 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $808,764 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $808,764 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $121,750 | CurrentYearAmt |
| Year1 | $134,802 | Year1Amt |
| Year2 | $125,420 | Year2Amt |
| Year3 | $108,198 | Year3Amt |
| Total | $490,170 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $103,488 | CurrentYearAmt |
| Year1 | $114,582 | Year1Amt |
| Year2 | $106,607 | Year2Amt |
| Year3 | $91,968 | Year3Amt |
| Total | $416,645 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $808,764 | CurrentYearAmt |
| Year1 | $824,171 | Year1Amt |
| Year2 | $773,037 | Year2Amt |
| Year3 | $867,836 | Year3Amt |
| Total | $3,273,808 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $190,000 | CurrentYearAmt |
| Year1 | $269,000 | Year1Amt |
| Year2 | $307,500 | Year2Amt |
| Year3 | $427,000 | Year3Amt |
| Total | $1,193,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $618,764 | CurrentYearAmt |
| Year1 | $555,171 | Year1Amt |
| Year2 | $465,537 | Year2Amt |
| Year3 | $440,836 | Year3Amt |
| Total | $2,080,308 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $277,605 | CurrentYearAmt |
| Year1 | $271,484 | Year1Amt |
| Year2 | $285,051 | Year2Amt |
| Year3 | $302,751 | Year3Amt |
| Total | $1,136,891 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERNARD HAAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BERNARD HAAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 MAIN STREET | AddressLine1Txt |
| City | ACTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9782663700 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING PURPOSE OF REQUESTED GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO ORGANIZATIONS WHOSE CHARTERS SPECIFY PROVIDING SERVICES TO CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3LPLACE | |||||||
| PO BOX 441975 | WEST SOMERVILLE | MA | 02144 | UNRELATED | PC | BUILDING A COMMUNITY FOR ADULTS WITH AUTISM AND OTHER DEVELOPMENTAL DISABILITIES | $75,000 |
| ACTON-BOXBOROUGH UNITED WAY | |||||||
| 537 MASSACHUSETTS AVENUE SUITE 101 | ACTON | MA | 01720 | UNRELATED | PC | SUPPORTING FAMILIES. | $15,000 |
| PARENTING JOURNEY | |||||||
| 366 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | PRESIDENT OF ASTRA FOUNDATION IS RECIPIENT'S BOARD CHAIR | PC | SUPPORTING FAMILIES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Related Or Exempt Function Incm | $14,051 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $510,381 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $704,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,051 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $718,235 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | TO EDUCATE THE PUBLIC ON TEACHING ABOUT DISABILITIES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $23,946 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $23,946 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $8,961,007 | EOYBookValueAmt |
| EOYFMV | $8,961,007 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS AND OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $120,401 | BookValueAmt |
| EOYFMV | $120,401 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $6,526 | $0 | $0 | $6,542 |
| DUES AND PUBLICATIONS | $6,071 | $0 | $0 | $6,848 |
| TELEPHONE | $660 | $0 | $0 | $660 |
| INTERNET | $977 | $0 | $0 | $962 |
| INSURANCE | $5,808 | $0 | $0 | $5,808 |
| OFFICE EXPENSES | $2,822 | $0 | $0 | $2,288 |
| BANK FEES | $234 | $0 | $0 | $234 |
| MISCELLANEOUS | $70 | $0 | $0 | $70 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $14,051 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $14,051 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $1,687,518 |
| LOSS ON PRIVATE EQUITY INVESTMENTS | $22,059 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $86,104 | $86,104 | $86,104 | $0 |
| PAYROLL PROCESSING FEES | $5,227 | $0 | $0 | $5,227 |
| CONSULTING FEES | $23,614 | $0 | $0 | $23,614 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $33,927 | $0 | $0 | $33,915 |
| FEDERAL TAXES | $9,000 | $0 | $0 | $0 |