Skip to main content

Nonprofit · EIN 04-6032804

UBS FOUNDATION USA

Tax-exempt · STAMFORD, CT 06901

Financials

$283$5112023$269$7062024
Revenue Expenses · by fiscal year end
Financials of UBS FOUNDATION USA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$269$706-$437$4,888$0$4,888
December 31, 2023990-PF$283$511-$228$5,325$0$5,325
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$269

Expenses

Grants and similar amounts paid
$266
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$436

Balance sheet and other

Total assets, start of year
$5,325
Total assets, end of year
$4,888
Total liabilities, end of year
$0
Net assets, end of year
$4,888
Fair market value of assets
$4,888
Qualifying distributions
$436
Net investment income
$269

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARSHA ASKINS
EUROPAALLEE 1, ZURICH, 8004, SZ
TRUSTEE0$0
LIZA GREEN
11 MADISON AVENUE, NEW YORK, NY 100103629
TRUSTEE0$0
ARMAND BIROONAK
11 MADISON AVENUE, NEW YORK, NY 100103629
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MARSHA ASKINS
1285 AVENUE OF THE AMERICAS, NEW YORK, NY 10019
TRUSTEE0$0
JAMIE SEARS
153 WEST 51ST, NEW YORK, NY 10019
TRUSTEE0$0
CHERYL GRASSMAN
1000 HARBOR BLVD, WEEHAWKEN, NJ 07086
SECRETARY0$0

Address and contacts

Address (IRS master file)
600 WASHINGTON BLVD, STAMFORD, CT 06901-3726
Signed the 990-PF
MARSHA ASKINS, TRUSTEE
Phone
(203) 719-3000
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6032804
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1957
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,888
Income (IRS master file)
$269

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$269$706$4,888IRS
990-PFDecember 2023$283$511$5,325XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6032804).

Questions about UBS FOUNDATION USA

What is the EIN of UBS FOUNDATION USA?
The employer identification number (EIN) of UBS FOUNDATION USA is 04-6032804.
Is UBS FOUNDATION USA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to UBS FOUNDATION USA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does UBS FOUNDATION USA file?
Form 990-PF. Private foundations file every year.
When is the next return of UBS FOUNDATION USA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UBS FOUNDATION USA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of UBS FOUNDATION USA?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does UBS FOUNDATION USA have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $269, expenses of $706 and total assets of $4,888 at year end.

Other nonprofits in STAMFORD

All nonprofits in STAMFORD · Connecticut