AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349101233
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- 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 | 2020-11-16T08:39:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 55 Cambridge Parkway No 800E | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Noubar Afeyan Trustee | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172181600 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen P Ahern CPA | PreparerPersonNm |
| PTIN | P00099910 | PTIN |
| Phone | 9789702900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 12:26:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 112075F1E952C380AFDD3CF156FC5864EF0EA037 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0509692A787DD5C9B5F62B6390D06AD3A1152038 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,966,483 | 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 | $3,441,723 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $439 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,720 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,344,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,880 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,731 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,731 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,666,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,770 | 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 |
| Accounting Fees Rev And Expnss | $21,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,965 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,965 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,535 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,124,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,124,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,178,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,124,533 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,487,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $110,606 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,168 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $6,370,673 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,719,668 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,832,315 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,481,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,853,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,966,483 | 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 | $6,481,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,853,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,481,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,853,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,481,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,853,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,481,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,487,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $78,283 | OtherIncreasesAmt |
| Subtotal | $8,047,547 | SubtotalAmt |
| Other Decreases | $2,193,711 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,853,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | D | $81,064 | $81,064 | $81,064 | |
| Publicly Traded Securities | P | $501,618 | $17,964 | $17,964 | $483,654 |
| Publicly Traded Securities | P | $2,749,664 | -$47,553 | -$47,553 | $2,797,217 |
| Capital Gains Dividends | P | $12,405 | $12,405 | $12,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,880 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,566,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,008,158 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.223525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,600,334 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,837,178 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.417060 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,353,101 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,299,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.041203 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,107,575 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,760,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.197076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,763,555 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,033,145 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.706977 | DistributionYr5Rt |
| Total Distribution | 4.585841 | TotalDistributionRt |
| Average Distribution | 0.917168 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,467,107 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,014,256 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,708 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,015,964 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,124,533 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,416 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,416 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,596 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,596 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,180 | OverpaymentAmt |
| Applied To ES Tax | $5,180 | 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 | 55 Cambridge Parkway Suite 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 Suite 800E | Cambridge | MA | 02142 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANNA KARIN M GUNNARSON | ||||||||
| 55 Cambridge Parkway Suite 800E | Cambridge | MA | 02142 | 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 | $5,376,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,550,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,550,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,467,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,416 | TotalTaxAmt |
| Distributable Before Adj | $269,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $269,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $269,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,124,533 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,124,533 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,124,533 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $269,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,729,672 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,024,895 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,293,881 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,493,245 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,216,092 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,757,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,124,533 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $269,939 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,854,594 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,612,379 | 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 | $1,729,672 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,882,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,024,895 | ExcessFromYear4Amt |
| Excess From Year3 | $1,293,881 | ExcessFromYear3Amt |
| Excess From Year2 | $1,493,245 | ExcessFromYear2Amt |
| Excess From Year1 | $1,216,092 | ExcessFromYear1Amt |
| Excess From Current Year | $1,854,594 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Armenian Assembly of America | |||||||||||
| 734 15th Street NW Suite 500 | Washington | DC | 20005 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| National Association for Armenian Studies and Research (NAASR) | |||||||||||
| 395 Concord Ave | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $1,000 | ||||
| Carnegie Hall Corp | |||||||||||
| 881 Seventh Avenue | New York | NY | 10019 | NONE | 501(c)(3) | Contribution | $5,600 | ||||
| Beacon Academy | |||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $65,000 | ||||
| The Boston Foundation | |||||||||||
| 75 Arlington St | Boston | MA | 02116 | NONE | 501(c)(3) | Contribution | $2,500 | ||||
| Aurora Humanitarian Initiative Foundation | |||||||||||
| 2711 Centerville Road Suite 400 | Washington | DC | 19808 | NONE | 501(c)(3) | Contribution | $740,000 | ||||
| Focusing Philanthropy | |||||||||||
| 1637 16th Street | Santa Monica | CA | 90404 | NONE | 501(c)(3) | Contribution | $10,000 | ||||
| Museum of Science | |||||||||||
| 1 Museum of Science Driveway | Boston | MA | 02114 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| Boston Symphony Orchestra | |||||||||||
| 301 Massachusetts Ave | Boston | MA | 02115 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| MIT | |||||||||||
| 77 Mass Avenue | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $250,000 | ||||
| Aurora Humanitarian Initiative Foundation | |||||||||||
| 2711 Centerville Road Suite 400 | Washington | DC | 19808 | NONE | 501(c)(3) | Contribution | $150,000 | ||||
| Foundation for Armenian Science and Technology (FAST) | |||||||||||
| NONE | 501(c)(3) | Contribution | $250,000 | Hakob Hakobyan St | Yerevan | AM | 0033 | ||||
| Armenian Heritage Park | |||||||||||
| Rose Fitzgerald Kennedy Greenway | Boston | MA | 02109 | NONE | 501(c)(3) | Contribution | $100,000 | ||||
| Berklee College of Music | |||||||||||
| 1140 Boylston Street | Boston | MA | 022153693 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Aurora Humanitarian Initiative Foundation | |||||||||||
| 2711 Centerville Road Suite 400 | Washington | DC | 19808 | NONE | 501(c)(3) | Grant for Armenian Profile exp | $162,933 | ||||
| National Association for Armenian Studies and Research (NAASR) | |||||||||||
| 395 Concord Ave | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $10,000 | ||||
| Services de Soutien - Hay Doun | |||||||||||
| NONE | 501(c)(3) | Contribution | $10,000 | 615 Ave Stuart | Outremont | CA | H2V3H2 | ||||
| Charities Aid Foundation | |||||||||||
| 1800 Diagonal Road Suite 150 | Alexandria | VA | 22314 | NONE | 501(c)(3) | Contribution | $250,000 | ||||
| Charities Aid Foundation | |||||||||||
| 1800 Diagonal Road Suite 150 | Alexandria | VA | 22314 | NONE | 501(c)(3) | Contribution | $12,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,124,533 | 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 | $439 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,720 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,731 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $224,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,770 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Sullivan Bille Fees | CategoryTxt |
| Amt | $21,475 | Amt |
| Net Investment Income | $21,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley | $5,502,388 | $7,662,833 |
| Syros Pharmaceuticals, Inc. | $217,280 | $169,482 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized change in investment value | $2,112,647 |
| Cummulative unrecognized value of donated stock sold | $81,064 |
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 | $5,303 | $5,303 | $5,303 |
| Morgan Stanley #2375 | $428 | $428 | $428 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cummulative unrecognized value of donated stock sold | Desc |
| Amt | $78,283 | 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 | $29,965 | Amt |
| Net Investment Income | $29,965 | 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 | 55 Cambridge Parkway Suite 800E | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid - Morgan Stanley #5942 | CategoryTxt |
| Amt | $2,535 | Amt |
| Net Investment Income | $2,535 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments