AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349103169
- Schema version
- 2025v4.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:17:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043489109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Afeyan Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AFEY | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anna K Afeyan | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,224,247 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,592,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $311,720 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $311,720 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,607,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,138,704 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,025,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,556,466 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,443 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,443 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126,151 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $141 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $141 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $18,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,664 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,375,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,375,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,527,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,401,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,498,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,556,466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,164,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,828,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,828,266 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $91,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,094,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,567,519 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $4,831,929 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,828,462 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,256,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,754,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,224,247 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,256,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,754,202 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,256,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,754,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,256,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,754,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,256,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,498,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,754,202 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,754,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,607,722 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,469,018 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,138,704 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,138,704 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,138,704 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,535 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,535 | SubtotalAmt |
| Tax Based On Investment Income | $35,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $32,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $561 | EsPenaltyAmt |
| Tax Due | $3,496 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Noubar B Afeyan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 5.0 | $0 | $0 | $0 |
| Anna K Afeyan Gunnarson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 15.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,318,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,662,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,981,176 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,981,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,771,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $688,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $688,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,535 | TotalTaxAmt |
| Distributable Before Adj | $653,038 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $653,038 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $653,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,401,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,401,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $653,038 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,735,543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,195,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,955,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,261,664 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,978,677 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,127,330 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,401,150 | QualifyingDistributionsAmt |
| Applied To Current Year | $653,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $748,112 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,875,442 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,735,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,139,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,195,950 | ExcessFromYear4Amt |
| Excess From Year3 | $1,955,496 | ExcessFromYear3Amt |
| Excess From Year2 | $2,261,664 | ExcessFromYear2Amt |
| Excess From Year1 | $2,978,677 | ExcessFromYear1Amt |
| Excess From Current Year | $748,112 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anna K Afeyan Gunnarson | ContributingManagerNm |
| Contributing Manager | Noubar B Afeyan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY OF ARMENIA CORPORATION | |||||||
| 117 S LOUISE ST STE 310 | GLENDALE | CA | 91205 | N/A | PC | These funds support short-term collaborations grants, research grants, and a student research showcase themed around health and wellbeing, transport and mobility, sustainable and smart society, and industrial innovations and applications | $200,000 |
| ARMENIAN AMERICAN MEDICAL ASSOC INC | |||||||
| PO BOX 812641 | WELLESLEY | MA | 02482 | N/A | PC | Health Professions Education project run in partnership with HENAR and BU | $30,000 |
| ARMENIAN AMERICAN MEDICAL ASSOC INC | |||||||
| PO BOX 812641 | WELLESLEY | MA | 02482 | N/A | PC | Rural Family Medicine Fellowship Program | $30,000 |
| ARMENIAN AMERICAN MEDICAL ASSOC INC | |||||||
| PO BOX 812641 | WELLESLEY | MA | 02482 | N/A | PC | Centre at the Meghri hospital | $15,000 |
| ARMENIAN AMERICAN MEDICAL ASSOC INC | |||||||
| PO BOX 812641 | WELLESLEY | MA | 02482 | N/A | PC | Overview Hypertension Management Program in Rural Armenia | $37,684 |
| ARMENIAN ASSEMBLY OF AMERICA INC | |||||||
| 1032 15TH ST NW SUITE 416 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| ARMENIAN EDUCATIONAL FOUNDATION INC | |||||||
| 600 W BROADWAY STE 130 | GLENDALE | CA | 91204 | N/A | PC | General & Unrestricted | $10,000 |
| ARMENIAN GENERAL BENEVOLENT UNION | |||||||
| 55 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | Archbishop Khajag Barsamian representing the Armenian Apostolic Church at the Vatican | $50,000 |
| BEACON ACADEMY INC | |||||||
| 814 S ST | BOSTON | MA | 02131 | N/A | PC | General & Unrestricted | $240,000 |
| BOSTON PHILHARMONIC ORCHESTRA CORPORATION | |||||||
| 236 HUNTINGTON AVE STE 209 | BOSTON | MA | 02115 | N/A | PC | Charitable Event | $10,000 |
| COMMUNITY OF CARING | |||||||
| 39 WESTERN AVE | KENNEBUNK | ME | 04043 | N/A | PC | General & Unrestricted | $4,000 |
| DOUG COOMBS FOUNDATION | |||||||
| PO BOX 7665 | JACKSON | WY | 83002 | N/A | PC | General & Unrestricted | $5,000 |
| EVN NEWS FOUNDATION | |||||||
| 19528 VENTURA BLVD STE 370 | TARZANA | CA | 91356 | N/A | PC | General & Unrestricted | $25,000 |
| GREENLINE HOUSING FOUNDATION | |||||||
| 3423 BARHITE ST | PASADENA | CA | 91107 | N/A | PC | Eaton Fire Relief Fund | $30,000 |
| HAKAWATI | |||||||
| 19005 ASHURST LN | TARZANA | CA | 91356 | N/A | PC | AZAD (the rabbit and the wolf) production | $80,000 |
| HOLY TRINITY ARMENIAN APOSTLE CHURCH OF GREATER BO | |||||||
| 145 BRATTLE ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $5,000 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | |||||||
| 2 BOYLSTON ST STE 3 | BOSTON | MA | 02116 | N/A | PC | Charitable Event | $50,000 |
| LETS BREAKTHROUGH INC | |||||||
| 500 8TH AVE FRNT 3 1557 | NEW YORK | NY | 10018 | N/A | PC | Women Emerging Expedition | $20,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DR BLDG W98-300 | CAMBRIDGE | MA | 02139 | N/A | PC | For the MISTI Armenia Fund within the MIT Center for International Studies (CIS) | $360,000 |
| NETWORK OF ENGAGED INTERNATIONAL DO NORS GLOBAL IN | |||||||
| 131 DARTMOUTH ST 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | Armine attendee cost for the Innovations in International Philanthropy Symposium Conference | $802 |
| NETWORK OF ENGAGED INTERNATIONAL DO NORS GLOBAL IN | |||||||
| 131 DARTMOUTH ST 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | Afeyan Family Foundation Membership | $5,000 |
| NETWORK OF ENGAGED INTERNATIONAL DO NORS GLOBAL IN | |||||||
| 131 DARTMOUTH ST 3RD FLOOR | BOSTON | MA | 02116 | N/A | PC | Charitable Event | $5,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | PCF Young Investigator Award | $100,000 |
| REFUGEPOINT INC | |||||||
| 89 S ST | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $10,000 |
| SPOONFULS INC | |||||||
| 189 WELLS AVE STE 100 | NEWTON | MA | 02459 | N/A | PC | General & Unrestricted | $25,000 |
| TUMO FOUNDATION | |||||||
| 18484 PRESTON RD STE 102 PMB 123 | DALLAS | TX | 75252 | N/A | PC | Charitable Event | $10,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| WIANNO SAILING FOUNDATION INC | |||||||
| 10 GOOSE POINT LN | EAST SANDWICH | MA | 02537 | N/A | PC | General & Unrestricted | $2,500 |
| WINSOR SCHOOL INC | |||||||
| 130 PILGRIM RD | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,375,486 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $311,720 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $433,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $433,216 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Gunnarson Anna K Afeyan | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Cambridge Parkway Suite 800E | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,592,268 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (43 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VERTEX PHARMCTLS INC VRTX, 211 sh. | $107,737 | 2025-03-17 |
| 1 | WAL-MART STORES INC WMT, 3045 sh. | $263,339 | 2025-03-17 |
| 1 | WELLS FARGO & CO WFC, 2284 sh. | $161,756 | 2025-03-17 |
| 1 | WELLTOWER INC. WELL, 487 sh. | $72,794 | 2025-03-17 |
| 1 | WESTERN DIGITAL CORP WDC, 455 sh. | $20,443 | 2025-03-17 |
| 1 | WILLIAMS COS WMB, 494 sh. | $28,653 | 2025-03-17 |
| 1 | SANDISK CORP SNDK, 151 sh. | $8,539 | 2025-03-17 |
| 1 | T-MOBILE US INC TMUS, 473 sh. | $121,725 | 2025-03-17 |
| 1 | TRANE TECHNOLOGIES PLC TT, 197 sh. | $68,880 | 2025-03-17 |
| 1 | TRANSDIGM GRP INC TDG, 36 sh. | $48,756 | 2025-03-17 |
| 1 | TYLER TECHNOLOGIES, INC TYL, 58 sh. | $33,009 | 2025-03-17 |
| 1 | UNITED CONTINENTAL HOLDINGS INC UAL, 397 sh. | $29,291 | 2025-03-17 |
| 1 | MICRON TECHNOLOGY MU, 1244 sh. | $127,765 | 2025-03-17 |
| 1 | NETFLIX INC NFLX, 251 sh. | $238,707 | 2025-03-17 |
| 1 | PHILIP MORRIS INTL PM, 1213 sh. | $186,717 | 2025-03-17 |
| 1 | PNC FINANCIAL GROUP INC PNC, 225 sh. | $38,939 | 2025-03-17 |
| 1 | PROGRESSIVE CORP OHIO PGR, 331 sh. | $95,234 | 2025-03-17 |
| 1 | REPUBLIC SVCS INC RSG, 92 sh. | $21,502 | 2025-03-17 |
| 1 | HILTON WORLDWIDE HOLDINGS, INC HLT, 204 sh. | $47,314 | 2025-03-17 |
| 1 | INTERCONTINENTAL EXCHANGE, INC ICE, 438 sh. | $75,290 | 2025-03-17 |
| 1 | INTERNATIONAL BUSINESS MACHINES IBM, 638 sh. | $160,658 | 2025-03-17 |
| 1 | KINDER MORGAN INC KMI, 1345 sh. | $36,883 | 2025-03-17 |
| 1 | LIVE NATION INC COM LYV, 251 sh. | $30,294 | 2025-03-17 |
| 1 | MCKESSON CORP MCK, 100 sh. | $65,284 | 2025-03-17 |
| 1 | CITIZENS FINANCIAL GROUP, INC CFG, 791 sh. | $32,106 | 2025-03-17 |
| 1 | COSTCO WHOLESALE CORPORATION COST, 370 sh. | $336,957 | 2025-03-17 |
| 1 | EBAY INC EBAY, 380 sh. | $25,300 | 2025-03-17 |
| 1 | ELI LILLY & CO LLY, 547 sh. | $449,516 | 2025-03-17 |
| 1 | GENERAL MOTORS GM, 1904 sh. | $92,867 | 2025-03-17 |
| 1 | HARTFORD FINANCIALSERVICES GROUP HIG, 303 sh. | $36,243 | 2025-03-17 |
| 1 | AT&T, INC T, 4527 sh. | $120,373 | 2025-03-17 |
| 1 | BANK NEW YORK MELLON CORP COM BK, 269 sh. | $15,937 | 2025-03-17 |
| 1 | BOOKING HOLDINGS INC BKNG, 23 sh. | $104,299 | 2025-03-17 |
| 1 | BOSTON SCIENTIFIC BSX, 1454 sh. | $142,441 | 2025-03-17 |
| 1 | CBOE HOLDINGS INC CBOE, 73 sh. | $15,797 | 2025-03-17 |
| 1 | CHUBB LIMITED CB, 401 sh. | $118,614 | 2025-03-17 |
| 1 | 3M CO MMM, 807 sh. | $122,656 | 2025-03-17 |
| 1 | ABBVIE INC ABBV, 1167 sh. | $247,999 | 2025-03-17 |
| 1 | AFLAC INC AFL, 223 sh. | $23,959 | 2025-03-17 |
| 1 | ALLSTATE CORP ALL, 152 sh. | $31,681 | 2025-03-17 |
| 1 | AMER INTERNATIONAL GROUP INC AIG, 275 sh. | $22,931 | 2025-03-17 |
| 1 | ARTISAN DEV WORLD FD ADVISOR APDYX, 45210 sh. | $1,030,335 | 2025-03-17 |
| 1 | SERVICETITAN INC CL A TTAN, 5169 sh. | $532,742 | 2025-12-15 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP - 6.630% | $963,162 | $963,821 |
| CIT GROUP INC - 7.125% - 12/31 | $964,416 | $958,596 |
| CITIGROUP INC - 6.950% - 01/01 | $967,031 | $968,988 |
| GOLDMAN SACHS GROUP INC - 7.50 | $965,589 | $963,190 |
| STATE STREET CORP - 6.450% - 0 | $971,731 | $973,867 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JHANCOCK DIVERSIFIED MACRO FUN | $5,002,057 | $4,567,518 |
| SYROS PHARMACEUTICALS INC | $91,950 | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $13,037 | $13,037 |
| Digital Subscriptions | $3,965 | $3,965 |
| Postage/Delivery Service | $14 | $14 |
| State or Local Filing Fees | $1,000 | $1,000 |
| Website Hosting/Support | $64 | $64 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $54 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $54 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Philanthropic Consulting Srvcs | $4,650 | $4,650 |
| Website Development | $2,793 | $2,793 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $32,600 |
| 990-PF Excise Tax for 2024 | $93,225 |
| IRS Miscellaneous Fee Expense | $326 |
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