ASTRA FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ASTRA FOUNDATION INC (EIN 04-3526333)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2020-04-14
- IRS object ID
- 202011059349100806
- Schema version
- 2018v3.1
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-14T13:56:47-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | 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 | 2018-06-01 | 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 | 2020-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2020-03-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.70.31.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-24 | IPDt |
| IP Tm | 09:22:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD4E7B209644E916744C6AD2A8F749A4D1C29958 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E5E10DB362A14A01DB0DA430DA7AA5B243C0C50A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,364,385 | 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 | $207,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,620 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $207,620 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,707,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,665 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $11,224 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,224 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $362,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $351,285 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $218,844 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,898 | 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 | $76,898 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $242,518 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $11,224 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $231,294 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,076 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,076 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $82,200 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $28 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $28 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,757 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $29,757 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $300 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $300 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,215 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,215 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $559,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $93,424 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $465,537 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $866,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $93,424 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $773,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$504,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $125,420 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,537 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,474,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,851,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,851,473 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $539,947 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $194,943 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $194,943 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,488 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,488 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $9,432 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,432 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,432 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,089,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,364,385 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,364,385 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,093 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,093 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $9,089,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,357,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,089,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,357,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,089,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,364,385 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,089,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$504,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,585,379 | SubtotalAmt |
| Other Decreases | $228,087 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,357,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,346,564 | $1,083,963 | $262,601 | $262,601 | |
| PUBLICLY TRADED SECURITIES | $215,926 | $229,623 | -$13,697 | -$13,697 | |
| SALE OF ESTALEA LP | $125,000 | $250,000 | -$125,000 | -$125,000 | |
| CAPITAL GAINS DIVIDENDS | $19,761 | $19,761 | $19,761 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,665 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,697 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $861,421 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,082,531 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094844 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $678,857 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,660,366 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078387 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $542,013 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,910,995 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060825 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $471,789 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,493,023 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049698 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $695,668 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,183,804 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075749 | DistributionYr5Rt |
| Total Distribution | 0.359503 | TotalDistributionRt |
| Average Distribution | 0.071901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,551,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $614,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,691 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $617,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $773,037 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $7,721 | OverpaymentAmt |
| Applied To ES Tax | $7,721 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 20.00 | $73,236 | $2,685 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 | $97,832 | $3,507 | $0 |
| SARA BAILEY | ||||||||
| 524 MAIN STREET | ACTON | MA | 01720 | EDUCATION SPECIALIST | 40.00 | $70,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $784,234 | 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 | $8,506,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,681,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,681,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,551,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,577 | 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 | $773,037 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $773,037 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,691 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $770,346 | 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 | $125,420 | CurrentYearAmt |
| Year1 | $108,198 | Year1Amt |
| Year2 | $99,167 | Year2Amt |
| Year3 | $98,952 | Year3Amt |
| Total | $431,737 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $106,607 | CurrentYearAmt |
| Year1 | $91,968 | Year1Amt |
| Year2 | $84,292 | Year2Amt |
| Year3 | $84,109 | Year3Amt |
| Total | $366,976 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $773,037 | CurrentYearAmt |
| Year1 | $867,836 | Year1Amt |
| Year2 | $680,908 | Year2Amt |
| Year3 | $543,003 | Year3Amt |
| Total | $2,864,784 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $307,500 | CurrentYearAmt |
| Year1 | $427,000 | Year1Amt |
| Year2 | $275,500 | Year2Amt |
| Year3 | $210,000 | Year3Amt |
| Total | $1,220,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $465,537 | CurrentYearAmt |
| Year1 | $440,836 | Year1Amt |
| Year2 | $405,408 | Year2Amt |
| Year3 | $333,003 | Year3Amt |
| Total | $1,644,784 | 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 | $285,051 | CurrentYearAmt |
| Year1 | $302,751 | Year1Amt |
| Year2 | $288,679 | Year2Amt |
| Year3 | $297,033 | Year3Amt |
| Total | $1,173,514 | 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 (7 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 |
| CENTER FOR INSPIRED TEACHING | |||||||
| 1436 U ST NW 400 | WASHINGTON | DC | 20009 | UNRELATED | PC | TEACHER TRAINING | $100,000 |
| OPEN DOOR THEATRE | |||||||
| PO BOX 2553 | ACTON | MA | 01720 | UNRELATED | PC | PROVIDING A FUN, EDUCATIONAL THEATRE ENVIRONMENT FOR ADULTS, CHILDREN, AND PEOPLE WITH SPECIAL NEEDS | $2,500 |
| PARENTING JOURNEY | |||||||
| 366 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | UNRELATED | PC | SUPPORTING FAMILIES | $100,000 |
| ACTON-BOXBOROUGH UNITED WAY | |||||||
| 537 MASSACHUSETTS AVENUE SUITE 101 | ACTON | MA | 01720 | UNRELATED | PC | SUPPORTING FAMILIES. | $15,000 |
| ACCESS SPORT AMERICA | |||||||
| 119 HIGH STREET | ACTON | MA | 01720 | UNRELATED | PC | SUPPORTING FAMILIES. | $10,000 |
| MINUTE MAN ARC | |||||||
| 35 FOREST RIDGE ROAD | ACTON | MA | 01742 | UNRELATED | PC | SUPPORTING FAMILIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,500 | 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 | $10,505 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,665 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| UBS DISCOUNT RECIEVED | 14 | $643 | |
| RETURN OF CREDIT AMOUNT | $76 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $351,928 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,581 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,509 | 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 | $11,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $7,851,473 | EOYBookValueAmt |
| EOYFMV | $7,851,473 | 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 | $194,943 | BookValueAmt |
| EOYFMV | $194,943 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $5,042 | $5,042 | $5,042 |
| PREPAID EXPENSES | $4,390 | $4,390 | $4,390 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $228,087 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING SERVICES | $5,550 | $0 | $0 | $5,500 |
| PROGRAM SUPPLIES | $4,024 | $0 | $0 | $4,024 |
| DUES AND PUBLICATIONS | $11,163 | $0 | $0 | $11,163 |
| TELEPHONE | $2,759 | $0 | $0 | $2,759 |
| INTERNET | $720 | $0 | $0 | $720 |
| INSURANCE | $8,608 | $0 | $0 | $8,608 |
| OFFICE EXPENSES | $1,439 | $0 | $0 | $1,439 |
| OFFICE & COMPUTER HELP | $925 | $0 | $0 | $925 |
| TRAINING AND CONFERENCES | $3,411 | $0 | $0 | $3,411 |
| ADVERTISING | $20 | $0 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PROGRAM SERVICE FEES | $10,505 | $10,505 |
| UBS DISCOUNT RECIEVED | $643 | $643 |
| RETURN OF CREDIT AMOUNT | $76 | $76 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $82,200 | Amt |
| Net Investment Income | $82,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $82,200 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $24,061 | $0 | $0 | $24,061 |
| FEDERAL TAXES | $5,696 | $0 | $0 | $5,696 |
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