AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349101438
- Schema version
- 2018v3.1
- 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 Expenses 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 | 2019-11-15T09:26:56-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 800A | 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 | 2019-11-07 | 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 | 2019-11-07 | IPDt |
| IP Tm | 10:55:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 157C5B77CFD2AD2379BDA89AC6F5B2363797C704 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6B9863EED73A1B676D3C62F455DBCC57D0A86C6B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,876,534 | 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 | $516 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $516 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $170,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,044,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,692 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,692 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $174,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,074 | 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 | $42,034 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,034 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,049 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $146,867 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $146,867 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $740 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $740 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $193,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,566,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,566,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,760,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,566,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,586,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,606 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $8,113,584 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,370,673 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,765,928 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,196,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,481,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,876,534 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,196,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,481,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,196,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,481,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,196,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,481,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,196,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,586,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $604,743 | OtherIncreasesAmt |
| Subtotal | $7,215,381 | SubtotalAmt |
| Other Decreases | $734,102 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,481,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $119,988 | $120,000 | -$12 | -$12 | |
| Publicly Traded Securities | $2,026,878 | $2,006,845 | $20,033 | $20,033 | |
| Publicly Traded Securities | $26 | $26 | $26 | ||
| Publicly Traded Securities | $858,427 | $932,464 | -$74,037 | -$74,037 | |
| Capital Gains Dividends | $39,028 | $39,028 | $39,028 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,600,334 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,837,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.417060 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,353,101 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,299,556 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.041203 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,107,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,760,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.197076 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,763,555 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,033,145 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.706977 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $437,422 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,212,512 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.360757 | DistributionYr5Rt |
| Total Distribution | 4.723073 | TotalDistributionRt |
| Average Distribution | 0.944615 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,008,158 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,620,011 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,620,011 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,566,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $8,596 | OverpaymentAmt |
| Applied To ES Tax | $8,596 | 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 800A | 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 800A | Cambridge | MA | 02142 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANNA KARIN M GUNNARSON | ||||||||
| 55 Cambridge Parkway Suite 800A | 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 | $6,939,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,114,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,114,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,008,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $350,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $350,408 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $350,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $350,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $350,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,566,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,566,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,566,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $350,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $382,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,729,672 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,024,895 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,293,881 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,493,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,924,317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,566,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $350,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,216,092 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,140,409 | 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 | $382,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,757,785 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,729,672 | ExcessFromYear4Amt |
| Excess From Year3 | $2,024,895 | ExcessFromYear3Amt |
| Excess From Year2 | $1,293,881 | ExcessFromYear2Amt |
| Excess From Year1 | $1,493,245 | ExcessFromYear1Amt |
| Excess From Current Year | $1,216,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Academy | |||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $30,000 | ||||
| MassBioEd Foundation | |||||||||||
| 300 Technology Square 8th FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Children of Armenia Fund | |||||||||||
| 149 Fifty Avenue Suite 500 | New York | NY | 10010 | NONE | 501(c)(3) | Contribution | $2,500 | ||||
| YerazArt Foundation | |||||||||||
| PO Box 79133 | Belmont | MA | 02479 | NONE | 501(c)(3) | Contribution | $20,000 | ||||
| Children of Armenia Fund | |||||||||||
| 149 Fifty Avenue Suite 500 | New York | NY | 10010 | NONE | 501(c)(3) | Contribution | $250,000 | ||||
| AGBU- Armenian General Benevolent Union | |||||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| Beacon Academy | |||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $35,000 | ||||
| Foundation for Armenian Science and Technology (FAST) | |||||||||||
| NONE | 501(c)(3) | Contribution | $380,000 | 2/2 Melik-Adamyan Str | Yerevan | AM | 0010 | ||||
| MIT | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| MIT | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $200,000 | ||||
| Boston Symphony Orchestra | |||||||||||
| 301 Massachusetts Ave | Boston | MA | 02115 | NONE | 501(c)(3) | Contribution | $20,000 | ||||
| Armenian Assembly of America | |||||||||||
| 734 15th Street NW Suite 500 | Washington | DC | 20005 | NONE | 501(c)(3) | Contribution | $3,500 | ||||
| AIWA NE | |||||||||||
| 41 Bailey St | Rumford | RI | 02916 | NONE | 501(c)(3) | Contribution | $500 | ||||
| Boston Foundation | |||||||||||
| 75 Arlington Street No FL 3 | Boston | MA | 02116 | NONE | 501(c)(3) | Contribution | $10,000 | ||||
| International Institute of New England | |||||||||||
| 2 Boylston St 3rd Floor | Boston | MA | 02116 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| US Friends of Loyola Foundation | |||||||||||
| 369 Franklin Street | Buffalo | NY | 14202 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Diocese of the Armenian Church of America | |||||||||||
| 630 Second Avenue | New York | NY | 100164806 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Auroro Humanitarian Initiative | |||||||||||
| 2711 Centervile Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | Contribution | $500,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,566,500 | 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 | $516 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,866 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,112 | 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 (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley | $6,153,393 | $5,629,313 |
| Syros Pharmaceuticals, Inc. | $217,280 | $136,615 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cummulative unrecognized value of donated stock sold | Desc |
| Amt | $734,102 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Morgan Stanley - wire fee | $50 | $50 | $0 |
| Morgan Stanley - Misc exp | $690 | $690 | $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 | $14,088 | $14,088 | $14,088 |
| Morgan Stanley #2375 | $3,604 | $3,604 | $3,604 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized change in investment value | Desc |
| Amt | $604,743 | 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 | $42,034 | Amt |
| Net Investment Income | $42,034 | 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 800A | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Taxes | $500 | $500 | $0 |
| Foreign Tax Paid - Morgan Stanley #5942 | $3,549 | $3,549 | $0 |
Comments