ANASTOS FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ANASTOS FAMILY FOUNDATION INC (EIN 04-3564287)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-23
IRS object ID
202641139349100234
Schema version
2025v4.0
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)
Return2026-04-23T14:20:47-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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 Line116 THE HUNT CIRCLEAddressLine1Txt
CityMASHPEECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02649ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEIDEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6176201831PhoneNum
Signature2026-04-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A BERTELETTIPreparerPersonNm
PTINP00157915PTIN
Phone6174484139PhoneNum
Preparation2026-04-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$137,690FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$1,736DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,736DividendsNetInvstIncmAmt
Net Rental Income Or Loss$0NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$6,332CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,736TotalRevAndExpnssAmt
Total Net Invst Incm$8,068TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$117TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$967TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,877TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,141ExcessRevenueOverExpensesAmt
Net Investment Income$8,068NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,093CashBOYAmt
Cash EOY$6,551CashEOYAmt
Cash EOYFMV$6,551CashEOYFMVAmt
Corporate Stock BOY$48,714CorporateStockBOYAmt
Corporate Stock EOY$59,449CorporateStockEOYAmt
Corporate Stock EOYFMV$131,139CorporateStockEOYFMVAmt
Total Assets BOY$60,807TotalAssetsBOYAmt
Total Assets EOY$66,000TotalAssetsEOYAmt
Total Assets EOYFMV$137,690TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$60,807RetainedEarningBOYAmt
Retained Earning EOY$65,500RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$60,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,500TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$60,807TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$65,500TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$60,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,141ExcessRevenueOverExpensesAmt
Other Increases$6,334OtherIncreasesAmt
Subtotal$66,000SubtotalAmt
Tot Net Ast Or Fund Balances EOY$66,000TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FLAGSTAR FINANCIALP2025-10-182025-05-29$11,790$13,106-$1,316-$1,316
DRAFTKINGSP2022-04-042025-03-10$14,677$8,200$6,477$6,477
FORTINETP2024-01-242025-08-14$7,800$6,629$1,171$1,171
FieldValueIRS element (for citing)
Capital Gain Net Income$6,332CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,316NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$112InvestmentIncomeExciseTaxAmt
Subtotal$112SubtotalAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Tax Due$112TaxDueAmt

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
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 AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116 THE HUNT CIRCLEAddressLine1Txt
CityMASHPEECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02649ZIPCd
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
16 THE HUNT CIRCLEMASHPEEMA02649PRES[:COMMA:] DIRECT0$0
STEPHEN G ANASTOS
16 THE HUNT CIRCLEMASHPEEMA02649TREAS[:COMMA:] DIREC0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonNONEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 THE HUNT CIRCLEAddressLine1Txt
CityMASHPEECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02649ZIPCd
FieldValueIRS element (for citing)
TitleNO EMPLOYEESTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID BERTELETTI CPABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 BAY STREETAddressLine1Txt
CityTAUNTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02780ZIPCd
FieldValueIRS element (for citing)
Service TypeACCOUNTINGServiceTypeTxt
Compensation$850CompensationAmt

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$116,047AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,072AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$125,119TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$125,119AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,877CashDeemedCharitableAmt
Net Vl Noncharitable Assets$123,242NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,162MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,162MinimumInvestmentReturnAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Total Tax$112TotalTaxAmt
Distributable Before Adj$6,050DistributableBeforeAdjAmt
Distributable Before Ded$6,050DistributableBeforeDedAmt
Distributable As Adjusted$6,050DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,760ExpensesAndContributionsAmt
Qualifying Distributions$2,760QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,050DistributableAsAdjustedAmt
Undistributed Income PY$2,100UndistributedIncomePYAmt
Qualifying Distributions$2,760QualifyingDistributionsAmt
Applied To Year1$2,100AppliedToYear1Amt
Applied To Current Year$660AppliedToCurrentYearAmt
Undistributed Income CY$5,390UndistributedIncomeCYAmt

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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PAN MASS CHALLENGE
77 4TH AVENUENEEDHAM HEIGHTSMA02494NONEPCMEDICAL$500
CROSSROADS FOR KIDS
119 MYRTLE STREETDUXBURYMA02332NONEPCCHARITABLE$500
PLAY FOR PINK
WEST 44TH STREETNEW YORKNY10036NONEPCMEDICAL$250
NE PGA SCHOLARSHIP
321 CROSS STREETBOYLSTONMA01505NONEPCEDUCATION$410
BOYS & GIRLS CLUB
31 FRANK E HICKS DRIVEMASHPEEMA02649NONEPCCHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,910TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,736ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,736ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,736TotalIncomeProducingActyAmt

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$850Amt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

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
AMAZON$10,289$23,082
CITIGROUP$12,506$35,007
NVIDIA$11,090$46,625
UPS$12,192$9,919
UNITEDHEALTH GROUP$13,372$16,506

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NET CAPITAL GAIN$6,332
ROUNDING$2

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
US TREASURY - IRS$52
COMMONWEALTH OF MASSACHUSETTS$65

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