AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349101563
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:29:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN BILLE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLARK ROAD | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043489109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noubar & Anna Afeyan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOUB | BusinessNameControlTxt |
| Phone | 6172181600 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Noubar Afeyan Trustee | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172181600 | PhoneNum |
| Signature | 2021-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Noubar | PersonFirstNm |
| Person Last | Afeyan Trustee | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen P Ahern CPA | PreparerPersonNm |
| PTIN | P00099910 | PTIN |
| Phone | 9789702900 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,909,896 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,426,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,834,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,426,551 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,121 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,121 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,553,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,553,452 | 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 | $32,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,099 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,990,428 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,990,428 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,024,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,990,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,470,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,519,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $134,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,126 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $5,719,668 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,169,509 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,799,770 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,853,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,279,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,909,896 | 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 | $5,853,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,279,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,853,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,279,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,853,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,279,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,853,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,470,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $526,620 | OtherIncreasesAmt |
| Subtotal | $3,909,897 | SubtotalAmt |
| Other Decreases | $630,262 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,279,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $8,725,070 | $9,026,866 | -$301,796 | -$301,796 |
| Publicly Traded Securities | P | $260,803 | $249,675 | $11,128 | $11,128 |
| Publicly Traded Securities | P | $5,840,740 | $4,130,899 | $1,709,841 | $1,709,841 |
| Publicly Traded Securities | P | $871 | $262 | $609 | $609 |
| Publicly Traded Securities | P | $512 | $512 | $512 | |
| Capital Gains Dividends | P | $6,257 | $6,257 | $6,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,426,551 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,180 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,180 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,054 | OverpaymentAmt |
| Applied To ES Tax | $9,054 | 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 | Noubar Afeyan | IndividualWithBooksNm |
| Phone | 6172181600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 Walnut Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 | ||||||||
| 9 Walnut Street | Boston | MA | 02108 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANNA KARIN M GUNNARSON | ||||||||
| 9 Walnut Street | Boston | MA | 02108 | TRUSTEE | 3.00 | $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 | $5,423,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,604,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,604,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,520,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,011 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,126 | TotalTaxAmt |
| Distributable Before Adj | $254,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $254,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $254,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,990,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,990,428 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,990,428 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,024,895 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,293,881 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,493,245 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,216,092 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,854,594 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,882,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,990,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $254,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,735,543 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,618,250 | 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 | $2,024,895 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,593,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,293,881 | ExcessFromYear4Amt |
| Excess From Year3 | $1,493,245 | ExcessFromYear3Amt |
| Excess From Year2 | $1,216,092 | ExcessFromYear2Amt |
| Excess From Year1 | $1,854,594 | ExcessFromYear1Amt |
| Excess From Current Year | $3,735,543 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 succeedTo support of the 2019 Golden Door Awards Gala in support of our mission and our distinguished honoree, Dr. Joseph E. Aoun. | $15,000 | ||||
| Aurora Humanitarian Initiative Foundation | |||||||||||
| 2711 Centerville Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | To support general charitable and educational purposes | $110,000 | ||||
| Post Classical Ensemble Inc | |||||||||||
| 5104 44th St NW | Washington | DC | 20016 | NONE | 501(c)(3) | To develop and promote an appreciation of classical and other styles of music. | $20,000 | ||||
| Aurora Humanitarian Initiative Foundation | |||||||||||
| 2711 Centerville Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | To support general charitable and educational purposes | $1,052,553 | ||||
| Beacon Academy | |||||||||||
| 814 South St | Boston | MA | 02131 | NONE | 501(c)(3) | Providing resources for the education of young students | $40,000 | ||||
| New England International Donors Inc | |||||||||||
| PO Box 24 | Watertown | MA | 02471 | NONE | 501(c)(3) | To support human service organizations | $2,500 | ||||
| YerazArt Foundation | |||||||||||
| PO Box 79133 | Belmont | MA | 02479 | NONE | 501(c)(3) | A mission to nurture, support, and promote young | $20,000 | ||||
| Beacon Academy | |||||||||||
| 814 South St | Boston | MA | 02131 | NONE | 501(c)(3) | Providing resources for the education of young students | $100,000 | ||||
| Beacon Academy | |||||||||||
| 814 South St | Boston | MA | 02131 | NONE | 501(c)(3) | Providing resources for the education of young students | $25,000 | ||||
| Armenian Missionary Association of America | |||||||||||
| 31 West Century Road | Paramus | NJ | 07652 | NONE | 501(c)(3) | Armenian Evangelical College in Beirut | $30,000 | ||||
| Armenian Relief Society Inc | |||||||||||
| 80 Biaelow Avenue | Watertown | MA | 02472 | NONE | 501(c)(3) | Donation to support Stand with Lebanon | $25,000 | ||||
| Armenia Fund Inc - Aurora Humanitarian Initiative Foundation | |||||||||||
| 111 N Jackson St Ste 205 | Glendale | CA | 91206 | NONE | 501(c)(3) | Support the people of Armenia | $850,000 | ||||
| MIT - RSO | |||||||||||
| 600 Memorial Drive | Cambridge | MA | 02139 | NONE | 501(c)(3) | To enhance the education of MIT Students | $400,000 | ||||
| Beacon Academy | |||||||||||
| 814 South St | Boston | MA | 02131 | NONE | 501(c)(3) | New Home Capital Campaign (2nd annual pmt out of five Total) | $100,000 | ||||
| Beacon Academy | |||||||||||
| 814 South St | Boston | MA | 02131 | NONE | 501(c)(3) | Providing resources for the education of young students | $40,000 | ||||
| YerazArt Foundation | |||||||||||
| PO Box 79133 | Belmont | MA | 02479 | NONE | 501(c)(3) | A mission to nurture, support, and promote young | $20,200 | ||||
| Givergy Charity Event | |||||||||||
| 530 Seventh Ave FL M1 | New York | NY | 10018 | NONE | 501(c)(3) | To support general operations | $5,175 | ||||
| Nashoba Learning Group | |||||||||||
| 10 Oak Park Drive | Bedford | MA | 01730 | NONE | 501(c)(3) | To support general operations and annual priorities of NLG | $5,000 | ||||
| The Greater Boston Food Bank | |||||||||||
| 70 South Bay Ave | Boston | MA | 02118 | NONE | 501(c)(3) | To support hunger relief organization | $10,000 | ||||
| Appeal of Conscience Foundation | |||||||||||
| 251 East 71st St | New York | NY | 10021 | NONE | 501(c)(3) | In support of the 55th Anniversary celebration and respect the other virtual event | $50,000 | ||||
| Children of Armenia Fund | |||||||||||
| 149 Fifth Ave Suite 500 | New York | NY | 10010 | NONE | 501(c)(3) | To support improving the quality of life in rural Armenia children and youth | $50,000 | ||||
| Boston Symphony Orchestra Inc | |||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | NONE | 501(c)(3) | To support BSO FY2020 Annual Fund and BSO Play it Forward Fund | $100,000 | ||||
| Armenia 2020 Inc | |||||||||||
| 4 McCall Road | Winchester | MA | 01890 | NONE | 501(c)(3) | To support Armenia2041 | $325,000 | ||||
| Foundation for Armenian Science and Technology (FAST) | |||||||||||
| NONE | 501(c)(3) | Development of Science and Technology in Armenia, and thereby enhancing the competitiveness of Armenia. | $270,000 | Hakob Hakobyan 3 | Yerevan | AM | 0033 | ||||
| Friends of the Armenian Embassy Building & Educational Fund | |||||||||||
| 1629 k St NW Suite 300 | Washington | DC | 20006 | NONE | 501(c)(3) | To help promote the Armenian heritage, arts and culture in our nation's capital | $75,000 | ||||
| UWC Dilijan International School in Armenia | |||||||||||
| NONE | 501(c)(3) | To support education in Armenia | $250,000 | 7 Getapnya St | Dilijan | AM | 3903 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,990,428 | 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 | $65 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,715 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,426,551 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,553,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,553,452 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Morgan Stanley | BondNm |
| EOY Book Value | $3,169,509 | EOYBookValueAmt |
| EOYFMV | $3,799,770 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized change in investment value | Desc |
| Amt | $630,262 | Amt |
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 | $886 | $886 | $886 |
| Morgan Stanley #2375 | $3,235 | $3,235 | $3,235 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cummulative unrecognized value of donated stock sold | Desc |
| Amt | $526,620 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor Fees - Morgan Stanley #5942 | CategoryTxt |
| Amt | $32,484 | Amt |
| Net Investment Income | $32,484 | 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 |
|---|---|---|---|
| Foreign Tax Paid - Morgan Stanley #5942 | $599 | $599 | $0 |
| Taxes | $500 | $500 | $0 |
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