AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-27
- IRS object ID
- 201712709349100301
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-27T07:25:52-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 1 Sunset Ridge | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Noubar Afeyan Trustee | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172181600 | PhoneNum |
| Signature | 2017-09-18 | 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 | 70.88.222.235 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-18 | IPDt |
| IP Tm | 14:45:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 894175F3A6765353E47B9A0AAEDC4A9DE869DD29 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68A3CB9F05CC53CAE3255CE7601FFB354037CDBB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,213,021 | 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 | $2,122,981 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,494,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,487 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $187 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $187 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,410,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $287,907 | 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 |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $70,980 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $70,980 | TravConfMeetingDsbrsChrtblAmt |
| 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 | $71,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,480 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,284,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,284,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,355,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,355,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,054,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,889 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $850,302 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,595,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,595,214 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $726,140 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $386,217 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $617,807 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,576,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,981,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,213,021 | 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 | $1,576,442 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,981,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,576,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,981,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,576,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,981,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,576,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,054,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,011,526 | OtherIncreasesAmt |
| Subtotal | $3,642,858 | SubtotalAmt |
| Other Decreases | $1,661,427 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,981,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 714.116 SHS BLACKROCK STRAT INC OPPORT C | 2016-01-04 | $6,970 | $7,083 | -$113 | -$113 | |
| 11.867 SHS GATEWAY FUND C | 2016-12-09 | $365 | $351 | $14 | $14 | |
| 11,826.649 SHS LOCORR MARKET TREND C | 2016-12-09 | $125,000 | $141,631 | -$16,631 | -$16,631 | |
| 72.581 SHS MIRAE ASIA GREAT CONS C | 2016-12-09 | $761 | $824 | -$63 | -$63 | |
| 280.872 SHS TOUCHSTONE SMALL CAP GROWTH C | 2016-11-21 | $1,216 | $1,225 | -$9 | -$9 | |
| 65.208 SHS UNDISCOVERED MNGRS BHVRL VL C | 2016-12-09 | $4,107 | $3,325 | $782 | $782 | |
| 1,742 SHS ACCELERON PHARMA INC | 2016-04-18 | $54,714 | $6,968 | $47,746 | $47,746 | |
| 44 SHS ALPHABET INC CL C | 2016-12-22 | $34,658 | $21,907 | $12,751 | $12,751 | |
| 82 SHS AMAZON COM INC | 2016-12-22 | $62,627 | $39,632 | $22,995 | $22,995 | |
| 226 SHS AMER INTL GP INC NEW | 2016-12-22 | $14,828 | $10,672 | $4,156 | $4,156 | |
| 394 SHS APPLE INC | 2016-12-22 | $45,519 | $40,328 | $5,191 | $5,191 | |
| 352 SHS BERKSHIRE HATHAWAY CL-B NEW | 2016-12-22 | $58,178 | $44,776 | $13,402 | $13,402 | |
| 364 SHS CHEVRON CORP | 2016-12-22 | $43,098 | $32,995 | $10,103 | $10,103 | |
| 489 SHS FACEBOOK INC CL-A | 2016-12-22 | $57,166 | $40,108 | $17,058 | $17,058 | |
| 875 SHS FIRST INDUST REALTY TR INC | 2016-12-22 | $23,912 | $15,490 | $8,422 | $8,422 | |
| 863 SHS INTEL CORP | 2016-12-22 | $31,689 | $23,899 | $7,790 | $7,790 | |
| 603 SHS JPMORGAN CHASE & CO | 2016-12-22 | $52,145 | $32,940 | $19,205 | $19,205 | |
| 152 SHS M&T BANK CORP | 2016-12-22 | $23,546 | $15,891 | $7,655 | $7,655 | |
| 246 SHS MARTIN MARIETTA MATERIALS | 2016-12-22 | $55,010 | $27,470 | $27,540 | $27,540 | |
| 1,940 SHS MICROSOFT CORP | 2016-12-22 | $123,126 | $95,440 | $27,686 | $27,686 | |
| 393 SHS MSC INDL DIRECT CO CLASS A | 2016-12-22 | $36,590 | $26,817 | $9,773 | $9,773 | |
| 429 SHS ORBITAL ATK INC COM | 2016-12-22 | $37,390 | $28,114 | $9,276 | $9,276 | |
| 193 SHS ROSS STORES INC | 2016-12-22 | $12,883 | $8,367 | $4,516 | $4,516 | |
| 236 SHS TEXAS INSTRUMENTS | 2016-12-22 | $17,315 | $11,481 | $5,834 | $5,834 | |
| 1,400 SHS AVENUE INCOME CREDIT | 2016-12-09 | $18,654 | $20,763 | -$2,109 | -$2,109 | 2015-01-30 |
| 33,973.938 SHS BLACKROCK STRAT INC OPPORT C | 2016-01-04 | $331,579 | $349,822 | -$18,243 | -$18,243 | |
| 153,061 SHS E V INCOME FUND OF BOSTON I | 2016-12-30 | $877,033 | $825,000 | $52,033 | $52,033 | 2015-12-28 |
| 1,770.048 SHS GATEWAY FUND C | 2016-12-09 | $54,459 | $51,157 | $3,302 | $3,302 | |
| 6,317.525 SHS MIRAE ASIA GREAT CONS C | 2016-12-09 | $66,201 | $83,051 | -$16,850 | -$16,850 | |
| 21,457.833 SHS TOUCHSTONE SMALL CAP GROWTH C | 2016-11-21 | $92,906 | $100,000 | -$7,094 | -$7,094 | 2015-02-20 |
| 1,898.491 SHS UNDISCOVERED MNGRS BHVRL VL C | 2016-12-09 | $119,561 | $100,000 | $19,561 | $19,561 | 2015-02-20 |
| 354.926 SHS GATEWAY FUND C | 2016-12-09 | $10,920 | $9,112 | $1,808 | $1,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,487 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,107,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,760,602 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.197076 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,763,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,033,145 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.706977 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $437,422 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,212,512 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.360757 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $669,588 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $623,951 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.073142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $536,878 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $672,662 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.798139 | DistributionYr5Rt |
| Total Distribution | 5.136091 | TotalDistributionRt |
| Average Distribution | 1.027218 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,299,556 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,334,927 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,879 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,337,806 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,355,980 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,879 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,879 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,245 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,245 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,366 | OverpaymentAmt |
| Applied To ES Tax | $3,366 | 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 | 6172181620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Sunset Ridge | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | 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 | ||||||||
| 1 SUNSET RIDGE | LEXINGTON | MA | 02421 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ANNA KARIN M GUNNARSON | ||||||||
| 1 SUNSET RIDGE | LEXINGTON | MA | 02421 | 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 | $677,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $641,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,319,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,319,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,299,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,879 | TotalTaxAmt |
| Distributable Before Adj | $62,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,355,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,355,980 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,879 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,353,101 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $510,019 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $644,898 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $382,624 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,729,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,024,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,292,108 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,355,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,293,881 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,585,989 | 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 | $510,019 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,075,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $644,898 | ExcessFromYear4Amt |
| Excess From Year3 | $382,624 | ExcessFromYear3Amt |
| Excess From Year2 | $1,729,672 | ExcessFromYear2Amt |
| Excess From Year1 | $2,024,895 | ExcessFromYear1Amt |
| Excess From Current Year | $1,293,881 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 Lives Foundation Inc | |||||||||||
| 1155 Ave Of The Americas | New York | NY | 100362711 | NONE | 501(c)(3) | Contribution | $70,000 | ||||
| St Stephen's Armenian Elementary School | |||||||||||
| 47 Nichols Ave | Watertown | MA | 02472 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| YerazArt Foundation | |||||||||||
| PO Box 79133 | Belmont | MA | 02479 | NONE | 501(c)(3) | YerazArt Project | $20,000 | ||||
| Breakthrough Greater Boston | |||||||||||
| PO Box 381486 | Cambridge | MA | 02238 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Massachusetts Institute of Technology | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| Beacon Academy | |||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $35,000 | ||||
| Belmont Hill School | |||||||||||
| 350 Prospect Street | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| Massachusetts Institute of Technology | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $200,000 | ||||
| AGBU- Armenian General Benevolent Union | |||||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | 501(c)(3) | Contribution | $10,000 | ||||
| Boston Symphony Orchestra | |||||||||||
| 301 Massachusetts Ave | Boston | MA | 02115 | NONE | 501(c)(3) | Contribution | $20,000 | ||||
| Massachusetts Institute of Technology | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $40,000 | ||||
| Holy Trinity American Armenian | |||||||||||
| 145 Brattle Street | Cambridge | MA | 02138 | NONE | 501(c)(3) | Contribution | $1,000 | ||||
| Alpha Phi Foundation | |||||||||||
| 1930 Sherman Ave | Evanston | IL | 60201 | NONE | 501(c)(3) | Contribution | $1,000 | ||||
| AYB Educational Foundation | |||||||||||
| NONE | Contribution | $250,000 | 19a Koryun Street 9th Floor | Yerevan | AM | 0009 | |||||
| 100 Lives Foundation Inc | |||||||||||
| 1155 Ave Of The Americas | New York | NY | 100362711 | NONE | 501(c)(3) | Contribution | $500,000 | ||||
| Beacon Academy | |||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| Holy Trinity American Armenian | |||||||||||
| 145 Brattle Street | Cambridge | MA | 02138 | NONE | 501(c)(3) | Contribution | $1,000 | ||||
| Holy Trinity American Armenian | |||||||||||
| 145 Brattle Street | Cambridge | MA | 02138 | NONE | 501(c)(3) | Contribution | $1,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,284,500 | 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 | $112 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,121 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $287,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,907 | 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 | 1 Sunset Ridge | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,122,981 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,742 shs of Acceleron Pharama Inc. | $54,821 | 2016-04-18 |
| 1 | 44 shs Alphabet Inc. CL C | $34,815 | 2016-12-22 |
| 1 | 82 shs of Amazon Com | $62,840 | 2016-12-22 |
| 1 | 226 shs Amer. Intl GP Inc. | $14,968 | 2016-12-22 |
| 1 | 394 shs Apple Inc | $45,818 | 2016-12-22 |
| 1 | 352 shs Berkshire Hathawya Cl - B | $58,443 | 2016-12-22 |
| 1 | 364 shs Chevron Corp | $43,232 | 2016-12-22 |
| 1 | 489 shs Facebook Inc Cl-A | $57,409 | 2016-12-22 |
| 1 | 875 shs First Indust Realty Tr Inc | $24,159 | 2016-12-22 |
| 1 | 863 shs Intel Corp | $31,871 | 2016-12-22 |
| 1 | 603 shs JPMorgan Chase & CO | $52,395 | 2016-12-22 |
| 1 | 152 shs M&T Bank Corp | $23,717 | 2016-12-22 |
| 1 | 246 shs Martin Marietta Materials | $55,141 | 2016-12-22 |
| 1 | 1,940 shs Microsoft Corp | $123,287 | 2016-12-22 |
| 1 | 393 shs MSC Indl Direct Co Class A | $36,883 | 2016-12-22 |
| 1 | 429 shs Orbital Atk Inc | $37,486 | 2016-12-22 |
| 1 | 193 shs Ross Stores Inc | $12,952 | 2016-12-22 |
| 1 | 236 shs Texas Intruments | $17,511 | 2016-12-22 |
| 1 | 153,061 shs E V Income Fund of Boston | $877,040 | 2016-12-29 |
| 1 | 22,711 shs of Editas Medicine, Inc. | $458,193 | 2016-08-23 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley | $261,006 | $249,207 |
| Editas Medicine, Inc | $125,211 | $368,600 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Value of stock contributed and sold in same year | Desc |
| Amt | $1,661,427 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Margin Interest | 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 #10092 | Desc |
| Revenue And Expenses Per Books | $187 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $187 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized gain on contributed assets | $999,727 |
| Basis on stock contributed to date from FMV to Book | $11,799 |
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 | 1 Sunset Ridge | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
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