AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349105644
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:31:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043493787 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACHETTA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MARKET STREET | AddressLine1Txt |
| City | LYNNFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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) |
|---|---|---|
| Business Name Control | AFEY | BusinessNameControlTxt |
| Phone | 6172181600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 CAMBRIDGE PARKWAY 800E | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA KARIN M GUNNARSON TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172181600 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNA | PersonFirstNm |
| Person Last | KARIN M GUNNARSON TR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN P AHERN CPAPFS CFP AEP MST | PreparerPersonNm |
| PTIN | P00099910 | PTIN |
| Phone | 7812334138 | PhoneNum |
| Preparation | 2023-11-13 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $223,370 | 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 | $745,887 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $509 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,033,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $293,681 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,366 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,366 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $855,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,135 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,378 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,928 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,465 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,996,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,996,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,013,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,996,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,158,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $133,497 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,867 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,407,523 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $334,684 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $175,503 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,541,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $382,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,541,020 | RetainedEarningBOYAmt |
| Retained Earning EOY | $382,551 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,541,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $382,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,541,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $382,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,541,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,158,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $382,551 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $382,551 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS #2375 - LT | P | $421,977 | $282,185 | $139,792 | $139,792 |
| PUBLICLY TRADED SECURITIES - MS #5942 - ST | P | $331,169 | $347,199 | -$16,030 | -$16,030 |
| PUBLICLY TRADED SECURITIES - MS #5942 - LT | P | $822,671 | $728,148 | $94,523 | $94,523 |
| PUBLICLY TRADED SECURITIES - MS #2375 - LT | P | $457,816 | $382,420 | $75,396 | $75,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $293,681 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,256 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,256 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | 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 | $8,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,744 | OverpaymentAmt |
| Applied To ES Tax | $3,744 | 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANNA KARIN M GUNNARSON | IndividualWithBooksNm |
| Phone | 6172181600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 CAMBRIDGE PARKWAY STE 800E | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| NOUBAR AFEYAN | ||||||||
| 55 CAMBRIDGE PARKWAY 800E | CAMBRIDGE | MA | 02142 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANNA KARIN M GUNNARSON | ||||||||
| 55 CAMBRIDGE PARKWAY 800E | CAMBRIDGE | MA | 02142 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $858,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $909,650 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $909,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $896,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,256 | TotalTaxAmt |
| Distributable Before Adj | $40,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,544 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,996,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,996,040 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,493,245 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,216,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,854,594 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,735,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,195,950 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,495,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,996,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,955,496 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,450,920 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,493,245 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,957,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,216,092 | ExcessFromYear4Amt |
| Excess From Year3 | $1,854,594 | ExcessFromYear3Amt |
| Excess From Year2 | $3,735,543 | ExcessFromYear2Amt |
| Excess From Year1 | $2,195,950 | ExcessFromYear1Amt |
| Excess From Current Year | $1,955,496 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMENIA 2020 INC | |||||||||||
| 4 MCCALL ROAD | WINCHESTER | MA | 01890 | NONE | 501(C)(3) | TO SUPPORT ARMENIA 2041 | $530,000 | ||||
| BEACON ACADEMY | |||||||||||
| 814 SOUTH ST | BOSTON | MA | 02131 | NONE | 501(C)(3) | PROVIDING RESOURCES FOR THE EDUCATION OF YOUNG STUDENTS | $210,000 | ||||
| MIT - RSO | |||||||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | TO ENHANCE THE EDUCATION OF MIT STUDENTS | $250,000 | ||||
| UWC DILIJAN INTERNATIONAL SCHOOL IN ARMENIA | |||||||||||
| NONE | 501(C)(3) | TO SUPPORT EDUCATION IN ARMENIA | $250,000 | 7 GETAPNYA ST | DILIJAN | AM | 3903 | ||||
| WESTERN DIOCESE OF THE ARMENIAN CHURCH | |||||||||||
| 3325 N GLENOAKS BLVD | BURBANK | CA | 91504 | NONE | 501(C)(3) | TO SUPPORT THE ARMENIAN CHURCH | $150,000 | ||||
| YERAZART FOUNDATION | |||||||||||
| PO BOX 79133 | BELMONT | MA | 02479 | NONE | 501(C)(3) | A MISSION TO NURTURE, SUPPORT, AND PROMOTE YOUNG | $25,000 | ||||
| AGBU - ARMENIAN GENERAL BENEVOLENT UNION | |||||||||||
| 2495 E MOUNTAIN ST | NEW YORK | NY | 91104 | NONE | 501(C)(3) | TO SUPPORT THE UNION | $160,000 | ||||
| ARMENIAN EDUCATIONAL FOUNDATION | |||||||||||
| 600 W BROADWAY STE 130 | GLENDALE | CA | 91204 | NONE | 501(C)(3) | TO SUPPORT EDUCATION IN ARMENIA | $60,000 | ||||
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | |||||||||||
| 2 BOYLSTON ST 3RD FLOOR | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO SUPPORT MISSION OF ORGANIZATION TO HELP REFUGEES AND IMMIGRANTS SUCCEED | $50,000 | ||||
| GIVERGY CHARITY EVENT | |||||||||||
| 530 SEVENTH AVE | NEW YORK | NY | 10018 | NONE | 501(C)(3) | TO SUPPORT GENERAL OPERATIONS | $15,525 | ||||
| ISABELLA STEWART GARDNER MUSEUM | |||||||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | NONE | 501(C)(3) | TO SUPPORT GENERAL OPERATIONS | $29,000 | ||||
| COMMON PURPOSE US INC | |||||||||||
| 455 ARBORWAY | BOSTON | MA | 02120 | NONE | 501(C)(3) | TO SUPPORT A BOSTON-BASED BATTERER INTERVENTION PROGRAM | $16,000 | ||||
| AMERICAN UNIVERSITY OF ARMENIA | |||||||||||
| 1001 MARINA VILLAGE PKWY STE 402 | ALAMEDA | CA | 94501 | NONE | 501(C)(3) | TO SUPPORT EDUCATION IN ARMENIA | $200,000 | ||||
| ARAVA INSTITUTE | |||||||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON CENTRE | MA | 02459 | NONE | 501(C)(3) | TO SUPPORT ENVIRONMENTAL STUDIES AND RESEARCH INSTITUTE IN THE MIDDLE EAST | $515 | ||||
| ARMENIAN HERITAGE FOUNDATION | |||||||||||
| 25 FLANDERS ROAD | BELMONT | MA | 02478 | NONE | 501(C)(3) | TO SUPPORT THE ARMENIAN HERITAGE PARK ON THE GREENWAY, BOSTON | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,996,040 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $509 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,579 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,455 | TotalIncomeProducingActyAmt |
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 |
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 | NOUBAR 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 | $745,887 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 32,300 SHARES OF SALIENT | $243,865 | 2022-11-17 |
| 1 | 424 SHARES OF ARCH CAPITAL GROUP | $26,759 | 2022-12-29 |
| 1 | 118 SHARES OF CIGNA CORP | $39,025 | 2022-12-29 |
| 1 | 746 SHARES OF EXXON | $81,463 | 2022-12-29 |
| 1 | 74 SHARES OF MCKESSON | $27,759 | 2022-12-29 |
| 1 | 472 SHARES OF BERKSHIRE HATHAWAY | $136,715 | 2022-08-23 |
| 1 | 466 SHARES OF EXXON | $45,668 | 2022-08-23 |
| 1 | 1372 SHARES OF PFIZER | $65,870 | 2022-08-23 |
| 1 | 147 SHARES OF UNITEDHEALTH | $78,763 | 2022-08-23 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY | BondNm |
| EOY Book Value | $334,684 | EOYBookValueAmt |
| EOYFMV | $175,503 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE - 2375 | $1,465 | $1,465 | $0 |
| ADVERTISING - 2375 | $7,000 | $7,000 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORGAN STANLEY #5942 | $3,510 | $3,510 | $3,510 |
| MORGAN STANLEY #2375 | $856 | $856 | $856 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES - MORGAN STANLEY #5942 | CategoryTxt |
| Amt | $2,378 | Amt |
| Net Investment Income | $2,378 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOUBAR AFEYAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WALNUT STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - 2375 | $70 | $70 | $0 |
| 2022 EST TAX PAYMENT - 2375 | $6,858 | $0 | $0 |
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