AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349101794
- Schema version
- 2017v2.3
- 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 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 | 2018-11-15T14:01:05-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-12 | 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 | 2018-11-12 | IPDt |
| IP Tm | 10:15:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4534C8CC891B31CF7529C176DB391FF29160285A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7C9D0BD897B859BBB097A247C5B37F9BC7303F3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $8,353,738 | 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 | $7,509,184 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $428 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $428 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,168,080 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,650,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,168,080 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,757,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,248,288 | 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 | $6,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,296 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,533 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$18 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,600,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,600,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,610,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,600,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,147,327 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,238,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,595,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,132 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $386,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,113,584 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,270,606 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,981,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,196,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,353,738 | 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 | $1,981,431 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,196,716 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,981,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,196,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,981,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,196,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,981,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,147,327 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,318,762 | OtherIncreasesAmt |
| Subtotal | $15,447,520 | SubtotalAmt |
| Other Decreases | $7,250,804 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,196,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (69 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,000 shs GUGGENHEIM S&P 500 | 2017-05-01 | 2017-08-17 | $91,742 | $91,547 | $195 | $195 | |
| 400.25 shs MSIF ULTRA-SHORT INCOME A | 2017-05-02 | 2017-05-24 | $4,000 | $4,003 | -$3 | -$3 | |
| 4,995.654 shs MSIF ULTRA-SHORT INCOME A | 2017-05-02 | 2017-06-09 | $50,000 | $49,957 | $43 | $43 | |
| 19,980.669 shs MSIF ULTRA-SHORT INCOME A | 2017-05-02 | 2017-06-15 | $200,000 | $199,809 | $191 | $191 | |
| 999.65 shs MSIF ULTRA-SHORT INCOME A | 2017-05-02 | 2017-06-16 | $10,000 | $9,997 | $3 | $3 | |
| 9,990.659 shs MSIF ULTRA-SHORT INCOME A | 2017-05-02 | 2017-06-26 | $100,000 | $99,908 | $92 | $92 | |
| 13,632.468 shs MSIF ULTRA-SHORT INCOME A | 2017-05-02 | 2017-09-07 | $136,454 | $136,326 | $128 | $128 | |
| 34.585 shs MSIF ULTRA-SHORT INCOME A | 2017-05-31 | 2017-09-07 | $346 | $346 | $0 | $0 | |
| 25.883 shs MSIF ULTRA-SHORT INCOME A | 2017-06-30 | 2017-09-07 | $259 | $259 | $0 | $0 | |
| 11.818 shs MSIF ULTRA-SHORT INCOME A | 2017-07-31 | 2017-09-07 | $118 | $118 | $0 | $0 | |
| 12.142 shs MSIF ULTRA-SHORT INCOME A | 2017-08-31 | 2017-09-07 | $122 | $122 | $0 | $0 | |
| 20,480.17 shs MSIF ULTRA-SHORT INCOME A | 2017-11-28 | 2017-12-18 | $205,000 | $205,009 | -$9 | -$9 | |
| 31,968.681 shs MSIF ULTRA-SHORT INCOME A | 2017-11-28 | 2017-12-20 | $320,000 | $320,010 | -$10 | -$10 | |
| 5,000.65 shs MSIF ULTRA-SHORT INCOME A | 2017-11-28 | 2017-12-22 | $50,000 | $50,057 | -$57 | -$57 | |
| 5,237.162 shs MSIF ULTRA-SHORT INCOME A | 2017-11-28 | 2017-12-28 | $52,365 | $52,425 | -$60 | -$60 | |
| 3.714 shs MSIF ULTRA-SHORT INCOME A | 2017-11-30 | 2017-12-28 | $37 | $37 | $0 | $0 | |
| 24,975.674 shs MSIF ULTRA-SHORT INCOME INST | 2017-09-07 | 2017-09-20 | $250,000 | $250,007 | -$7 | -$7 | |
| 25,764 shs EDITAS MEDICINE INC | 2017-09-08 | $515,307 | $76,750 | $438,557 | $438,557 | ||
| 22,711 shs EDITAS MEDICINE INC | 2017-09-08 | $454,244 | $125,211 | $329,033 | $329,033 | ||
| 285.092 shs LOCORR MARKET TREND C | 2016-01-04 | 2017-04-07 | $2,939 | $3,458 | -$519 | -$519 | |
| 8,988.796 shs LOCORR MARKET TREND C | 2016-01-04 | 2017-04-07 | $92,668 | $107,958 | -$15,290 | -$15,290 | |
| 32,038 shs AGIOS PHARMACEUTICALS INC | 2008-06-19 | 2017-09-05 | $1,966,956 | $88,105 | $1,878,851 | $1,878,851 | |
| 32,038 shs AGIOS (1202 Exclusion Gain adjustment) | 2018-06-19 | 2017-09-05 | $939,426 | -$939,426 | -$939,426 | ||
| 33,196 shs AGIOS PHARMACEUTICALS INC | 2008-06-19 | 2017-09-05 | $2,015,547 | $91,289 | $1,924,258 | $1,924,258 | |
| 33,196 shs AGIOS (1202 Exclusion Gain adjustment) | 2008-06-19 | 2017-09-05 | $962,129 | -$962,129 | -$962,129 | ||
| 19,374 shs AGIOS PHARMACEUTICALS INC | 2011-11-16 | 2017-09-05 | $1,176,323 | $261,657 | $914,666 | $914,666 | |
| 378 shs AGIOS PHARMACEUTICALS INC | 2011-11-16 | 2017-09-05 | $22,951 | $5,106 | $17,845 | $17,845 | |
| 75,607 shs SELECTA BIOSCIENCES INC | 2017-09-21 | $1,396,697 | $530,540 | $866,157 | $866,157 | ||
| 28,062 shs SELECTA (1202 Exclusion Gain adjustment) | 2008-05-02 | 2017-09-21 | $206,440 | -$206,440 | -$206,440 | ||
| 3,654 shs SELECTA (1202 Exclusion Gain adjustment) | 2008-12-19 | 2017-09-21 | $19,281 | -$19,281 | -$19,281 | ||
| 18,970 shs SELECTA (1202 Exclusion Gain adjustment) | 2008-12-19 | 2017-09-21 | $100,096 | -$100,096 | -$100,096 | ||
| 12,546.236 shs CENTER COAST MLP FOCUS C | 2017-05-01 | 2017-11-09 | $84,619 | $95,709 | -$11,090 | -$11,090 | |
| 92.635 shs CENTER COAST MLP FOCUS C | 2017-05-26 | 2017-11-09 | $625 | $689 | -$64 | -$64 | |
| 97.486 shs CENTER COAST MLP FOCUS C | 2017-06-28 | 2017-11-09 | $658 | $698 | -$40 | -$40 | |
| 96.410 shs CENTER COAST MLP FOCUS C | 2017-07-27 | 2017-11-09 | $650 | $709 | -$59 | -$59 | |
| 104.945 shs CENTER COAST MLP FOCUS C | 2017-09-29 | 2017-11-09 | $708 | $720 | -$12 | -$12 | |
| 102.852 shs CENTER COAST MLP FOCUS C | 2017-09-27 | 2017-11-09 | $694 | $732 | -$38 | -$38 | |
| 110.942 shs CENTER COAST MLP FOCUS C | 2017-10-27 | 2017-11-09 | $748 | $743 | $5 | $5 | |
| 15 shs COPART INC | 2017-11-16 | 2017-12-01 | $644 | $540 | $104 | $104 | |
| 8 shs DECKER OUTDOOR CORPORATION | 2017-11-16 | 2017-12-01 | $589 | $563 | $26 | $26 | |
| 3 shs DOLLAR TREE INC | 2017-11-16 | 2017-12-01 | $308 | $284 | $24 | $24 | |
| 6 shs DST SYSTEMS INC | 2017-11-16 | 2017-12-01 | $371 | $359 | $12 | $12 | |
| 10 shs EATON VANCE CP | 2017-11-16 | 2017-12-01 | $551 | $514 | $37 | $37 | |
| 9 shs EDGEWELL PERS CARE CO | 2017-11-16 | 2017-12-01 | $525 | $535 | -$10 | -$10 | |
| 127 shs GUGGENHEIM S&P 500 EQU WEIGHT | 2017-05-02 | 2017-12-01 | $12,683 | $11,636 | $1,047 | $1,047 | |
| 4 shs HASBRO INC | 2017-11-16 | 2017-12-01 | $369 | $384 | -$15 | -$15 | |
| 4,603.752 shs JANUS HENDERSON SM CAP VAL C | 2017-05-08 | 2017-11-14 | $103,591 | $100,000 | $3,591 | $3,591 | |
| 5 shs M&T BANK CORP | 2017-11-16 | 2017-12-01 | $843 | $804 | $39 | $39 | |
| 57 shs MBIA INC | 2017-11-16 | 2017-12-01 | $488 | $508 | -$20 | -$20 | |
| 6,323.229 shs MIRAE ASIA GREAT CONS C | 2017-05-01 | 2017-11-09 | $91,752 | $75,000 | $16,752 | $16,752 | |
| 24,975.674 shs MSIF ULTRA-SHORT INCOME INST | 2017-09-07 | 2017-11-09 | $250,006 | $250,015 | -$9 | -$9 | |
| 494,504.196 shs MSIF ULTRA-SHORT INCOME INST | 2017-09-07 | 2017-11-09 | $4,949,982 | $4,949,992 | -$10 | -$10 | |
| 94,903.797 shs MSIF ULTRA-SHORT INCOME INST | 2017-09-14 | 2017-11-09 | $949,986 | $949,992 | -$6 | -$6 | |
| 43,955.395 shs MSIF ULTRA-SHORT INCOME INST | 2017-09-27 | 2017-11-09 | $439,993 | $440,000 | -$7 | -$7 | |
| 473.38 shs MSIF ULTRA-SHORT INCOME INST | 2017-09-29 | 2017-11-09 | $4,739 | $4,739 | $0 | $0 | |
| 703,475 shs MSIF ULTRA-SHORT INCOME INST | 2017-10-31 | 2017-11-09 | $7,042 | $7,042 | $0 | $0 | |
| 18,221.101 shs NATIXIS OAKMARK INTL C | 2017-05-01 | 2017-11-09 | $271,721 | $250,000 | $21,721 | $21,721 | |
| 2 shs NEWMARKET CORP (HLDG CO) | 2017-11-16 | 2017-12-01 | $791 | $783 | $8 | $8 | |
| 79 shs OLD DOMINION FREIGHT LINE | 2017-11-16 | 2017-12-01 | $10,021 | $9,425 | $596 | $596 | |
| 9 shs ORBITAL ATK INC COM | 2017-11-16 | 2017-12-01 | $1,191 | $1,190 | $1 | $1 | |
| 6 shs PENSKE AUTO GP INC | 2017-11-16 | 2017-12-01 | $290 | $277 | $13 | $13 | |
| 7 shs POST HOLDINGS INC | 2017-11-16 | 2017-12-01 | $558 | $568 | -$10 | -$10 | |
| 11,135.134 shs SALIENT MLP&ENERGY INFRST C | 2017-05-01 | 2017-11-09 | $87,103 | $100,000 | -$12,897 | -$12,897 | |
| 130.979 shs SALIENT MLP&ENERGY INFRST C | 2017-05-16 | 2017-11-09 | $1,025 | $1,132 | -$107 | -$107 | |
| 143.036 shs SALIENT MLP&ENERGY INFRST C | 2017-08-16 | 2017-11-09 | $1,119 | $1,116 | $3 | $3 | |
| 267 shs VICTORYSHARES US 500 ENHANCE | 2017-11-16 | 2017-12-01 | $12,877 | $12,538 | $339 | $339 | |
| 7,582.76 shs VIRTUS VONTOBEL EMRG MKT OPP C | 2017-05-01 | 2017-11-14 | $81,820 | $75,000 | $6,820 | $6,820 | |
| 15,000 shs NUVEEN HIGH INCOME DEC 19 TAR | 2016-05-10 | 2017-11-14 | $150,155 | $150,000 | $155 | $155 | |
| Capital Gains Dividends | $14,489 | $14,489 | $14,489 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,168,080 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,353,101 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,299,556 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.041203 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,107,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,760,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.197076 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,763,555 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,033,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.706977 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $437,422 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,212,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.360757 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $669,588 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $623,951 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.073142 | DistributionYr5Rt |
| Total Distribution | 5.379155 | TotalDistributionRt |
| Average Distribution | 1.075831 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,837,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,128,155 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $42,385 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,170,540 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,600,334 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,366 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $93,366 | 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 |
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 | $3,140,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $755,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,895,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,895,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,837,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,770 | TotalTaxAmt |
| Distributable Before Adj | $107,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,600,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,600,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,600,334 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $644,898 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $382,624 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,729,672 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,024,895 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,293,881 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,075,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,600,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,493,245 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,569,215 | 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 | $644,898 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,924,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $382,624 | ExcessFromYear4Amt |
| Excess From Year3 | $1,729,672 | ExcessFromYear3Amt |
| Excess From Year2 | $2,024,895 | ExcessFromYear2Amt |
| Excess From Year1 | $1,293,881 | ExcessFromYear1Amt |
| Excess From Current Year | $1,493,245 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Navy Seal Foundation | |||||||||||
| 162 West 56th Street Suite 405 | New York | NY | 10019 | NONE | 501(c)(3) | Contribution | $7,500 | ||||
| Eastern Diocese of the Armenian Church of America | |||||||||||
| 119 East 36th Street | New York | NY | 10016 | NONE | 501(c)(3) | Contribution | $10,000 | ||||
| Sayat Nova Dance Company | |||||||||||
| 11 Keith Street | Watertown | MA | 02472 | NONE | 501(c)(3) | Contribution | $30,000 | ||||
| Armenia Tree Project | |||||||||||
| 65 Main Street | Watertown | MA | 02472 | NONE | 501(c)(3) | Contribution | $2,500 | ||||
| MIT - Sandbox Innovation Fund Program | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| Children of Armenia Fund | |||||||||||
| 149 Fifty Avenue Suite 500 | New York | NY | 10010 | NONE | 501(c)(3) | Contribution | $125,000 | ||||
| MIT- Daniel Wang Professorship Fund | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $200,000 | ||||
| Auroro Humanitarian Initiative | |||||||||||
| 2711 Centervile Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | Contribution | $4,460 | ||||
| Beacon Academy | |||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $36,600 | ||||
| The Halo Trust | |||||||||||
| 1730 Rhode Island Ave NW Suite 206 | Washington | DC | 20036 | NONE | 501(c)(3) | Contribution | $10,000 | ||||
| Belmont Hill School | |||||||||||
| 350 Prospect Street | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| AGBU- Armenian General Benevolent Union | |||||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| Boston Symphony Orchestra | |||||||||||
| 301 Massachusetts Ave | Boston | MA | 02115 | NONE | 501(c)(3) | Contribution | $15,000 | ||||
| Auroro Humanitarian Initiative - IDeA Foundation | |||||||||||
| 2711 Centervile Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | Contribution | $500,000 | ||||
| AGBU- Armenian General Benevolent Union | |||||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Auroro Humanitarian Initiative - Garrison Church | |||||||||||
| 2711 Centervile Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | Contribution | $200,000 | ||||
| Foundation for Armenian Science and Technology (FAST) | |||||||||||
| NONE | 501(c)(3) | Contribution | $100,000 | 2/2 Melik-Adamyan Str | Yerevan | AM | 0010 | ||||
| Auroro Humanitarian Initiative - UWC International | |||||||||||
| 2711 Centervile Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | Contribution | $4,000 | ||||
| Auroro Humanitarian Initiative | |||||||||||
| 2711 Centervile Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | Contribution | $37,014 | ||||
| Auroro Humanitarian Initiative - IDeA Foundation | |||||||||||
| 2711 Centervile Road Suite 400 | Wilmington | DE | 19808 | NONE | 501(c)(3) | Contribution | $120,000 | ||||
| Armenian Mirror-Spectator | |||||||||||
| 755 Mt Auburn St | Watertown | MA | 024721509 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Harvard University | |||||||||||
| 124 Mount Auburn Street | Cambridge | MA | 02138 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| Diocese of the Armenian Church of America | |||||||||||
| 630 Second Avenue | New York | NY | 100164806 | NONE | 501(c)(3) | Contribution | $10,000 | ||||
| AGBU- Armenian General Benevolent Union | |||||||||||
| 55 East 59th Street | New York | NY | 10022 | 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 | ||||
| Diocese of the Armenian Church of America | |||||||||||
| 630 Second Avenue | New York | NY | 100164806 | NONE | 501(c)(3) | Contribution | $2,500 | ||||
| Holy Trinity Armenian Apostolic Church of Greater Boston | |||||||||||
| 145 Brattle Street | Cambridge | MA | 021382296 | NONE | 501(c)(3) | Contribution | $100 | ||||
| MIT | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $10,660 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,600,334 | 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 | $428 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,764 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,168,080 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,248,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,248,288 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noubar B Afeyan | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $7,509,184 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Cash | $2,878 | 2017-08-09 |
| 1 | 19,752 shs of Agios Pharmaceuticals Inc. | $1,121,519 | 2017-06-21 |
| 1 | 65,234 shs of Agios Pharmaceuticals Inc. | $3,953,180 | 2017-09-05 |
| 1 | 5,822 shs of Editas Medicine, Inc. | $122,844 | 2017-09-14 |
| 1 | 3,643 shs of Editas Medicine, Inc. | $76,867 | 2017-09-14 |
| 1 | 3,782 shs of Editas Medicine, Inc. | $79,800 | 2017-09-14 |
| 1 | 12,517 shs of Editas Medicine, Inc. | $264,109 | 2017-09-14 |
| 1 | 18,970 shs of Selecta Biosciences Inc. | $367,639 | 2017-09-27 |
| 1 | 7,558 shs of Selecta Biosciences Inc. | $146,474 | 2017-09-27 |
| 1 | 28,062 shs of Selecta Biosciences Inc. | $543,842 | 2017-09-27 |
| 1 | 3,654 shs of Selecta Biosciences Inc. | $70,815 | 2017-09-27 |
| 1 | 946 shs of Selecta Biosciences Inc. | $18,333 | 2017-09-27 |
| 1 | 13,906 shs of Selecta Biosciences Inc. | $269,498 | 2017-09-27 |
| 1 | 2,511 shs of Selecta Biosciences Inc. | $48,663 | 2017-09-27 |
| 1 | 9,488 shs of Syros Pharmaceuticals, Inc. | $163,526 | 2017-09-08 |
| 1 | 8,982 shs of Syros Pharmaceuticals, Inc. | $154,805 | 2017-09-08 |
| 1 | 6,057 shs of Syros Pharmaceuticals, Inc. | $104,382 | 2017-09-08 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley | $7,896,304 | $8,031,958 |
| Syros Pharmaceuticals, Inc. | $217,280 | $238,648 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized change in investment value | $157,022 |
| Value of stock contributed and sold in same year | $7,093,782 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Margin Interest - Morgan Stanley #2375 | Desc |
| Revenue And Expenses Per Books | -$18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$18 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Morgan Stanley #5942 | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cummulative unrecognized value of donated stock sold | Desc |
| Amt | $3,318,762 | 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 | $6,296 | Amt |
| Net Investment Income | $6,296 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Taxes | $500 | $500 | $0 |
| Foreign Tax Paid - Morgan Stanley #2375 | $41 | $41 | $0 |
| Foreign Tax Paid - Morgan Stanley #5942 | $2,992 | $2,992 | $0 |
Comments