AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-23
- IRS object ID
- 201611449349100111
- Schema version
- 2015v2.1
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-23T11:30:43-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,537,320 | 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 | $1,506,262 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $124 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $124 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,032,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,230 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,774,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $267,771 | 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 | $12,713 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $246 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,467 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $77,039 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,039 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $291 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,993,448 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,993,448 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,110,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $291 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,110,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$336,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,050,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $850,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $850,302 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $854,793 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $726,140 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $687,018 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $250,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $2,155,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,576,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,537,320 | 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 | $2,155,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,576,442 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,155,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,576,442 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,155,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,576,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,155,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$336,508 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,530,805 | OtherIncreasesAmt |
| Subtotal | $3,349,433 | SubtotalAmt |
| Other Decreases | $1,772,991 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,576,442 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6,777.836 SHS DIAMOND HILL LONG-SHORT C | 2015-02-20 | 2015-10-16 | $144,914 | $150,000 | -$5,086 | -$5,086 | |
| 20.796 SHS DODGE & COX INTL STOCK FUND | 2014-12-19 | 2015-10-16 | $830 | $882 | -$52 | -$52 | |
| 3.389 SHS GATEWAY FUND A | 2014-12-18 | 2015-10-16 | $100 | $100 | $0 | $0 | |
| 4.446 SHS GATEWAY FUND A | 2015-03-30 | 2015-10-16 | $132 | $133 | -$1 | -$1 | |
| 12.015 SHS GATEWAY FUND A | 2015-06-25 | 2015-10-16 | $356 | $362 | -$6 | -$6 | |
| 4.494 SHS GATEWAY FUND A | 2015-09-29 | 2015-10-16 | $133 | $129 | $4 | $4 | |
| 19,500 SHS ISHARES MSCI JAPAN ETF | 2015-04-17 | 2015-10-16 | $236,754 | $252,844 | -$16,090 | -$16,090 | |
| 800 SHS ISHARES SHORT MATURITY BOND | 2014-07-21 | 2015-06-23 | $39,973 | $40,229 | -$256 | -$256 | |
| 200 SHS ISHARES 1-3 YEAR CREDIT BD ETF | 2015-02-20 | 2015-06-23 | $21,028 | $21,082 | -$54 | -$54 | |
| 1,300 SHS ISHARES 1-3 YEAR CREDIT BD ETF | 2015-02-20 | 2015-06-23 | $136,672 | $137,030 | -$358 | -$358 | |
| 1,000 SHS ISHARES 1-3 YEAR CREDIT BD ETF | 2015-02-23 | 2015-06-23 | $105,132 | $105,397 | -$265 | -$265 | |
| 2,405.628 SHS MIRAE ASIA GREAT CONS C | 2015-06-23 | 2015-08-24 | $25,000 | $31,949 | -$6,949 | -$6,949 | |
| 2,000 SHS WISDOMTREE EUROPE HEDGED EQUIT | 2015-01-20 | 2015-01-30 | $121,206 | $116,916 | $4,290 | $4,290 | |
| 2,250 SHS WISDOMTREE TRUST JAPN HEDGE EQ | 2015-01-20 | 2015-04-17 | $126,314 | $111,481 | $14,833 | $14,833 | |
| 2,250 SHS WISDOMTREE TRUST JAPN HEDGE EQ | 2015-01-30 | 2015-04-17 | $126,314 | $111,706 | $14,608 | $14,608 | |
| 21 SHS AMAZON COM INC | 2013-04-09 | 2015-10-28 | $12,807 | $5,493 | $7,314 | $7,314 | |
| 392 SHS APPLE INC | 2013-04-09 | 2015-10-28 | $45,589 | $23,894 | $21,695 | $21,695 | |
| 25,329.281 SHS AQR MANAGED FUTURES STRATEGY I | 2014-08-11 | 2015-10-29 | $276,086 | $250,000 | $26,086 | $26,086 | |
| 23,899.719 SHS AQR MANAGED FUTURES STRATEGY I | 2014-10-16 | 2015-10-29 | $260,504 | $249,991 | $10,513 | $10,513 | |
| 504 SHS CARMAX INC | 2013-04-10 | 2015-10-28 | $29,294 | $21,746 | $7,548 | $7,548 | |
| 3,031.413 SHS DIAMOND HILL LONG-SHORT C | 2014-08-11 | 2015-10-16 | $64,813 | $65,000 | -$187 | -$187 | |
| 13.579 SHS DODGE & COX INTL STOCK FUND | 2013-12-19 | 2015-10-16 | $542 | $568 | -$26 | -$26 | |
| 4.741 SHS GATEWAY FUND A | 2013-06-20 | 2015-10-16 | $141 | $132 | $9 | $9 | |
| 4.684 SHS GATEWAY FUND A | 2013-09-24 | 2015-10-16 | $139 | $132 | $7 | $7 | |
| 2.576 SHS GATEWAY FUND A | 2013-12-18 | 2015-10-16 | $76 | $74 | $2 | $2 | |
| 5.064 SHS GATEWAY FUND A | 2014-03-20 | 2015-10-16 | $150 | $146 | $4 | $4 | |
| 4.303 SHS GATEWAY FUND A | 2014-06-19 | 2015-10-16 | $128 | $127 | $1 | $1 | |
| 3.823 SHS GATEWAY FUND A | 2014-09-23 | 2015-10-16 | $113 | $113 | $0 | $0 | |
| 299 SHS HASBRO INC | 2013-10-15 | 2015-10-28 | $23,230 | $13,767 | $9,463 | $9,463 | |
| 6,631 SHS MATTHEWS ASIA DIVIDEND INV | 2013-08-30 | 2015-10-29 | $105,625 | $99,563 | $6,062 | $6,062 | |
| 327 SHS MICROSOFT CORP | 2013-04-09 | 2015-10-28 | $17,354 | $9,692 | $7,662 | $7,662 | |
| 434 SHS OLD DOMINION FREIGHT LINE | 2013-04-10 | 2015-10-28 | $26,871 | $16,446 | $10,425 | $10,425 | |
| 396 SHS TEMPUR-PEDIC INT'L INC | 2013-04-10 | 2015-10-28 | $29,748 | $18,879 | $10,869 | $10,869 | |
| 5,622.289 SHS VIRTUS FOREIGN OPPORT I | 2013-06-21 | 2015-01-02 | $155,000 | $144,605 | $10,395 | $10,395 | |
| 2,616.436 SHS VIRTUS FOREIGN OPPORT I | 2013-06-21 | 2015-06-23 | $76,420 | $67,295 | $9,125 | $9,125 | |
| 1,923 SHS VIRTUS FOREIGN OPPORT I | 2013-09-03 | 2015-10-29 | $56,299 | $49,998 | $6,301 | $6,301 | |
| 56,306 SHS VIRTUS INSIGHT EMERG MKTS I | 2014-02-04 | 2015-10-29 | $533,774 | $499,997 | $33,777 | $33,777 | |
| 496 SHS VISTA OUTDOOR INC COM | 2014-04-22 | 2015-10-28 | $21,406 | $19,028 | $2,378 | $2,378 | |
| 126 SHS WALT DISNEY CO HLDG CO | 2013-04-09 | 2015-10-28 | $14,335 | $7,443 | $6,892 | $6,892 | |
| 51 SHS WHITE MOUNTAIN GRP BERMUDA | 2013-04-10 | 2015-10-28 | $38,760 | $29,733 | $9,027 | $9,027 | |
| 895.673 SHS DODGE & COX INTL STOCK FUND | 2015-10-16 | $35,740 | $29,827 | $5,913 | $5,913 | ||
| 1,260.974 SHS GATEWAY FUND A | 2015-10-16 | $37,369 | $34,575 | $2,794 | $2,794 | ||
| 265 SHS ISHARES MORNINGSTAR MID CP ETF | 2009-05-22 | 2015-10-16 | $38,283 | $13,920 | $24,363 | $24,363 | |
| 215 SHS ISHARES MSCI EMERGING MKTS ETF | 2009-05-22 | 2015-06-23 | $8,729 | $6,957 | $1,772 | $1,772 | |
| 60 SHS ISHARES MSCI EMERGING MKTS ETF | 2010-11-18 | 2015-06-23 | $2,436 | $2,842 | -$406 | -$406 | |
| 62 SHS ISHARES RUSSELL MID-CAP ETF | 2010-11-18 | 2015-10-16 | $10,014 | $5,984 | $4,030 | $4,030 | |
| 232 SHS ISHARES RUSSELL 1000 GRW ETF | 2010-11-18 | 2015-10-16 | $22,586 | $12,761 | $9,825 | $9,825 | |
| Capital Gains Dividends | $2,979 | $2,979 | $2,979 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,230 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,763,555 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,033,145 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.706977 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $437,422 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,212,512 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.360757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $669,588 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $623,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.073142 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $536,878 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $672,662 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.798139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $330,392 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $516,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.639342 | DistributionYr5Rt |
| Total Distribution | 4.578357 | TotalDistributionRt |
| Average Distribution | 0.915671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,760,602 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,612,132 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,614,807 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,110,250 | 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 | $2,675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,245 | OverpaymentAmt |
| Applied To ES Tax | $6,245 | 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 | 0 | 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 | $1,252,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $534,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,787,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,787,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,760,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,675 | TotalTaxAmt |
| Distributable Before Adj | $85,355 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,355 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,355 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,110,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,110,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,675 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,107,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,355 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $312,770 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $510,019 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $644,898 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $382,624 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,729,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,579,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,110,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,355 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,024,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,604,878 | 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 | $312,770 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,292,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $510,019 | ExcessFromYear4Amt |
| Excess From Year3 | $644,898 | ExcessFromYear3Amt |
| Excess From Year2 | $382,624 | ExcessFromYear2Amt |
| Excess From Year1 | $1,729,672 | ExcessFromYear1Amt |
| Excess From Current Year | $2,024,895 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Diocese of the Armenian Church of America | |||||||||||
| 630 Second Avenue | New York | NY | 10016 | NONE | 501(c)(3) | Contribution | $75,000 | ||||
| AGBU- Armenian General Benevolent Union | |||||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| Armenian Heritage Foundation | |||||||||||
| 25 Flanders Road | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Beacon Academy | |||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| Massachusetts Institute of Technology | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $200,000 | ||||
| Armenian Apostolic church of Armenia | |||||||||||
| 221 E 27th St | New York | NY | 10016 | NONE | 501(c)(3) | Contribution | $1,000 | ||||
| Lexington Education Foundation | |||||||||||
| 594 Marrett Road Suite 7 | Lexington | MA | 02421 | NONE | 501(c)(3) | Contribution | $500 | ||||
| Boston Symphony Orchestra | |||||||||||
| 301 Massachusetts Ave | Boston | MA | 02115 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| The Winsor School | |||||||||||
| 103 Pilgrim Road | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| Dilijan International School of Armenia Foundation | |||||||||||
| NONE | 501(c)(3) | Contribution | $75,000 | 7 Getapnya Street | Dilijan | AM | 3903 | ||||
| Gesundheit Institute Acc- Nepal Relief Effort | |||||||||||
| PO Box 307 | Urbana | IL | 61801 | NONE | 501(c)(3) | Contribution | $10,000 | ||||
| YerazArt Foundation | |||||||||||
| PO Box 79133 | Belmont | MA | 02479 | NONE | 501(c)(3) | YerazArt Project | $10,000 | ||||
| The Possible Project | |||||||||||
| 955 Massachusetts Avenue 3rd | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| Holy Trinity American Armenian | |||||||||||
| 145 Brattle Street | Cambridge | MA | 02138 | NONE | 501(c)(3) | Contribution | $1,000 | ||||
| Massachusetts Institute of Technology | |||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 01239 | NONE | 501(c)(3) | Contribution | $16,748 | ||||
| 100 Lives Foundation Inc | |||||||||||
| 1155 Ave Of The Americas | New York | NY | 100362711 | NONE | 501(c)(3) | Contribution | $1,000,000 | ||||
| Children of Armenia Fund | |||||||||||
| 149 5th Avenue | New York | NY | 10010 | NONE | 501(c)(3) | Contribution | $125,000 | ||||
| Beacon Academy | |||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| Belmont Hill School | |||||||||||
| 350 Prospect Street | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $50,000 | ||||
| Belmont Hill School | |||||||||||
| 350 Prospect Street | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $25,000 | ||||
| Holy Trinity American Armenian | |||||||||||
| 145 Brattle Street | Cambridge | MA | 02138 | NONE | 501(c)(3) | Contribution | $100 | ||||
| Diocese of the Armenian Church of America | |||||||||||
| 630 Second Avenue | New York | NY | 10016 | NONE | 501(c)(3) | Contribution | $1,000 | ||||
| Moscow School of Management | |||||||||||
| NONE | Contribution | $218,100 | 100 Skolkovo Village | Moscow Region | RS | 143025 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,993,448 | 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 | $124 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $251,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,771 | 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 Person | Noubar B Afeyan | ContributorPersonNm |
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 | $1,506,262 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 21 shs Amazon Com Inc. | $12,959 | 2015-10-28 |
| 1 | 392 shs Apple Inc | $46,754 | 2015-10-28 |
| 1 | 327 shs Microsoft Corp | $17,651 | 2015-10-28 |
| 1 | 126 shs Walt Disney Co Holding Co | $14,407 | 2015-10-28 |
| 1 | 25,329 shs AQR Managed Futures Strategy | $277,606 | 2015-10-28 |
| 1 | 23,900 shs AQR Managed Futures Strategy | $261,944 | 2015-10-28 |
| 1 | 6,631 shs Matthews Asia Dividend Inv | $106,295 | 2015-10-28 |
| 1 | 1,923 shs Virtus Foreign Opport | $56,267 | 2015-10-28 |
| 1 | 56,306 shs Virtus Insight Emerg Mkts | $541,101 | 2015-10-28 |
| 1 | 504 shs Carmax Inc | $29,165 | 2015-10-28 |
| 1 | 299 shs Hasbro Inc | $23,376 | 2015-10-28 |
| 1 | 434 shs Old Dominion Freight Line | $26,366 | 2015-10-28 |
| 1 | 396 shs Tempur-Pedic Intl inc | $30,223 | 2015-10-28 |
| 1 | 496 shs Vista Outdoor Inc | $21,973 | 2015-10-28 |
| 1 | 51 shs White Mountain GRP Bermuda | $40,175 | 2015-10-28 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Morgan Stanley | BondNm |
| EOY Book Value | $726,140 | EOYBookValueAmt |
| EOYFMV | $687,018 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on contributed assets | Desc |
| Amt | $1,772,991 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Professional fees | $1,635 | $0 | $1,635 |
| Centennial Contract | $25,661 | $0 | $25,661 |
| Wire fee | $45 | $45 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Basis on stock contributed to date from FMV to Book | $39,122 |
| Value of stock contributed and sold in same year | $1,491,683 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Taxes | $12,467 | $0 | $12,467 |
| Foreign Tax | $246 | $246 | $0 |
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