2017-09-27T07:25:52-05:00 2016-12-31 043296201 SULLIVAN BILLE PC 600 CLARK ROAD TEWKSBURY MA 01876 990PF 2016-01-01 043489109 Noubar & Anna Afeyan Foundation NOUB 6172181600 1 Sunset Ridge Lexington MA 02421 Noubar Afeyan Trustee Trustee 6172181600 2017-09-18 1 Stephen P Ahern CPA P00099910 9789702900 70.88.222.235 2017-09-18 14:45:03 ED P 894175F3A6765353E47B9A0AAEDC4A9DE869DD29 68A3CB9F05CC53CAE3255CE7601FFB354037CDBB 2016 2021-01-29 14:40:06Z X 2213021 X 2122981 112 112 10121 10121 277487 2494126 277487 187 187 2410888 287907 0 0 0 500 0 500 70980 0 70980 18 18 0 71498 18 71480 1284500 1284500 1355998 18 1355980 1054890 287889 850302 1595214 1595214 726140 386217 617807 1576442 1981431 2213021 0 0 X 0 0 0 0 1576442 1981431 1576442 1981431 1576442 1981431 1576442 1054890 1011526 3642858 1661427 1981431 714.116 SHS BLACKROCK STRAT INC OPPORT C 2016-01-04 6970 7083 -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 125000 141631 -16631 -16631 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 1216 1225 -9 -9 65.208 SHS UNDISCOVERED MNGRS BHVRL VL C 2016-12-09 4107 3325 782 782 1,742 SHS ACCELERON PHARMA INC 2016-04-18 54714 6968 47746 47746 44 SHS ALPHABET INC CL C 2016-12-22 34658 21907 12751 12751 82 SHS AMAZON COM INC 2016-12-22 62627 39632 22995 22995 226 SHS AMER INTL GP INC NEW 2016-12-22 14828 10672 4156 4156 394 SHS APPLE INC 2016-12-22 45519 40328 5191 5191 352 SHS BERKSHIRE HATHAWAY CL-B NEW 2016-12-22 58178 44776 13402 13402 364 SHS CHEVRON CORP 2016-12-22 43098 32995 10103 10103 489 SHS FACEBOOK INC CL-A 2016-12-22 57166 40108 17058 17058 875 SHS FIRST INDUST REALTY TR INC 2016-12-22 23912 15490 8422 8422 863 SHS INTEL CORP 2016-12-22 31689 23899 7790 7790 603 SHS JPMORGAN CHASE & CO 2016-12-22 52145 32940 19205 19205 152 SHS M&T BANK CORP 2016-12-22 23546 15891 7655 7655 246 SHS MARTIN MARIETTA MATERIALS 2016-12-22 55010 27470 27540 27540 1,940 SHS MICROSOFT CORP 2016-12-22 123126 95440 27686 27686 393 SHS MSC INDL DIRECT CO CLASS A 2016-12-22 36590 26817 9773 9773 429 SHS ORBITAL ATK INC COM 2016-12-22 37390 28114 9276 9276 193 SHS ROSS STORES INC 2016-12-22 12883 8367 4516 4516 236 SHS TEXAS INSTRUMENTS 2016-12-22 17315 11481 5834 5834 1,400 SHS AVENUE INCOME CREDIT 2015-01-30 2016-12-09 18654 20763 -2109 -2109 33,973.938 SHS BLACKROCK STRAT INC OPPORT C 2016-01-04 331579 349822 -18243 -18243 153,061 SHS E V INCOME FUND OF BOSTON I 2015-12-28 2016-12-30 877033 825000 52033 52033 1,770.048 SHS GATEWAY FUND C 2016-12-09 54459 51157 3302 3302 6,317.525 SHS MIRAE ASIA GREAT CONS C 2016-12-09 66201 83051 -16850 -16850 21,457.833 SHS TOUCHSTONE SMALL CAP GROWTH C 2015-02-20 2016-11-21 92906 100000 -7094 -7094 1,898.491 SHS UNDISCOVERED MNGRS BHVRL VL C 2015-02-20 2016-12-09 119561 100000 19561 19561 354.926 SHS GATEWAY FUND C 2016-12-09 10920 9112 1808 1808 277487 0 2107575 1760602 1.197076 1763555 1033145 1.706977 437422 1212512 0.360757 669588 623951 1.073142 536878 672662 0.798139 5.136091 1.027218 1299556 1334927 2879 1337806 1355980 X 2879 0 2879 0 2879 6245 6245 3366 3366 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A Noubar Afeyan 6172181620 1 Sunset Ridge Lexington MA 02421 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 NONE 0 NONE 0 0 677854 641492 0 1319346 0 0 1319346 19790 1299556 64978 64978 2879 2879 62099 0 62099 0 62099 1355980 0 1355980 2879 1353101 62099 0 0 510019 644898 382624 1729672 2024895 5292108 1355980 0 0 0 62099 1293881 0 0 6585989 0 0 0 0 0 0 510019 6075970 644898 382624 1729672 2024895 1293881 X 100 Lives Foundation Inc 1155 Ave Of The Americas New York NY 100362711 NONE 501(c)(3) Contribution 70000 St Stephen's Armenian Elementary School 47 Nichols Ave Watertown MA 02472 NONE 501(c)(3) Contribution 5000 YerazArt Foundation PO Box 79133 Belmont MA 02479 NONE 501(c)(3) YerazArt Project 20000 Breakthrough Greater Boston PO Box 381486 Cambridge MA 02238 NONE 501(c)(3) Contribution 5000 Massachusetts Institute of Technology 600 Memorial Drive 3rd FL Cambridge MA 02139 NONE 501(c)(3) Contribution 50000 Beacon Academy 477 Longwood Avenue Boston MA 02215 NONE 501(c)(3) Contribution 35000 Belmont Hill School 350 Prospect Street Belmont MA 02478 NONE 501(c)(3) Contribution 50000 Massachusetts Institute of Technology 600 Memorial Drive 3rd FL Cambridge MA 02139 NONE 501(c)(3) Contribution 200000 AGBU- Armenian General Benevolent Union 55 East 59th Street New York NY 10022 NONE 501(c)(3) Contribution 10000 Boston Symphony Orchestra 301 Massachusetts Ave Boston MA 02115 NONE 501(c)(3) Contribution 20000 Massachusetts Institute of Technology 600 Memorial Drive 3rd FL Cambridge MA 02139 NONE 501(c)(3) Contribution 40000 Holy Trinity American Armenian 145 Brattle Street Cambridge MA 02138 NONE 501(c)(3) Contribution 1000 Alpha Phi Foundation 1930 Sherman Ave Evanston IL 60201 NONE 501(c)(3) Contribution 1000 AYB Educational Foundation 19a Koryun Street 9th Floor Yerevan AM 0009 NONE Contribution 250000 100 Lives Foundation Inc 1155 Ave Of The Americas New York NY 100362711 NONE 501(c)(3) Contribution 500000 Beacon Academy 477 Longwood Avenue Boston MA 02215 NONE 501(c)(3) Contribution 25000 Holy Trinity American Armenian 145 Brattle Street Cambridge MA 02138 NONE 501(c)(3) Contribution 1000 Holy Trinity American Armenian 145 Brattle Street Cambridge MA 02138 NONE 501(c)(3) Contribution 1500 1284500 0 14 112 14 10121 14 187 18 277487 0 287907 0 287907 0 0 0 0 0 0 0 0 0 0 X X 1 Noubar B Afeyan 1 Sunset Ridge Lexington MA 02421 2122981 X X 1 1,742 shs of Acceleron Pharama Inc. 54821 2016-04-18 1 44 shs Alphabet Inc. CL C 34815 2016-12-22 1 82 shs of Amazon Com 62840 2016-12-22 1 226 shs Amer. Intl GP Inc. 14968 2016-12-22 1 394 shs Apple Inc 45818 2016-12-22 1 352 shs Berkshire Hathawya Cl - B 58443 2016-12-22 1 364 shs Chevron Corp 43232 2016-12-22 1 489 shs Facebook Inc Cl-A 57409 2016-12-22 1 875 shs First Indust Realty Tr Inc 24159 2016-12-22 1 863 shs Intel Corp 31871 2016-12-22 1 603 shs JPMorgan Chase & CO 52395 2016-12-22 1 152 shs M&T Bank Corp 23717 2016-12-22 1 246 shs Martin Marietta Materials 55141 2016-12-22 1 1,940 shs Microsoft Corp 123287 2016-12-22 1 393 shs MSC Indl Direct Co Class A 36883 2016-12-22 1 429 shs Orbital Atk Inc 37486 2016-12-22 1 193 shs Ross Stores Inc 12952 2016-12-22 1 236 shs Texas Intruments 17511 2016-12-22 1 153,061 shs E V Income Fund of Boston 877040 2016-12-29 1 22,711 shs of Editas Medicine, Inc. 458193 2016-08-23 Morgan Stanley 261006 249207 Editas Medicine, Inc 125211 368600 Value of stock contributed and sold in same year 1661427 Margin Interest 18 18 0 Morgan Stanley #10092 187 187 187 Unrealized gain on contributed assets 999727 Basis on stock contributed to date from FMV to Book 11799 Noubar Afeyan 1 Sunset Ridge Lexington MA 02421 Taxes 500 0 500