AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-02
IRS object ID
201521539349100007
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-02T11:50:57-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043296201PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SULLIVAN BILLE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 CLARK ROADAddressLine1Txt
CityTEWKSBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01876ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043489109EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Noubar & Anna Afeyan FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNOUBBusinessNameControlTxt
Phone6172181600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Sunset RidgeAddressLine1Txt
CityLexingtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02421ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNoubar Afeyan TrusteePersonNm
Person TitleTrusteePersonTitleTxt
Phone6172181600PhoneNum
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephen P Ahern CPAPreparerPersonNm
PTINP00099910PTIN
Phone9789702900PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,249,986FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,308,734ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,493DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,493DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$878,182NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,256,644GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$878,182CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$232OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$232OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,197,651TotalRevAndExpnssAmt
Total Net Invst Incm$888,917TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$6InterestRevAndExpnssAmt
Interest Net Invst Incm$6InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$8,747TaxesRevAndExpnssAmt
Taxes Net Invst Incm$109TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$8,638TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$71,672TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$71,672TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$121OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$121OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$80,546TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$236TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$80,310TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,692,132ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,692,132ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,772,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$236TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,772,442TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,424,973ExcessRevenueOverExpensesAmt
Net Investment Income$888,681NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$389,453SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,050,343SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,050,343SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$965,651CorporateBondsBOYAmt
Corporate Bonds EOY$854,793CorporateBondsEOYAmt
Corporate Bonds EOYFMV$949,643CorporateBondsEOYFMVAmt
Other Investments BOY$250,000OtherInvestmentsBOYAmt
Other Investments EOY$250,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$250,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,605,104TotalAssetsBOYAmt
Total Assets EOY$2,155,136TotalAssetsEOYAmt
Total Assets EOYFMV$2,249,986TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,605,104RetainedEarningBOYAmt
Retained Earning EOY$2,155,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,605,104TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,155,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,605,104TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,155,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,605,104TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,424,973ExcessRevenueOverExpensesAmt
Other Increases$1,165,501OtherIncreasesAmt
Subtotal$4,195,578SubtotalAmt
Other Decreases$2,040,442OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,155,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
10,000 shs BLACKROCK DEBT STRAT FD INCP2013-08-052014-02-07$39,893$40,357-$464-$464
4,694.309 shs BLACKROCK GLOBAL L/S CREDIT CP2014-06-112014-11-24$50,000$51,357-$1,357-$1,357
25,934.073 shs BLACKROCK GLOBAL L/S CREDIT CP2014-06-112014-12-08$279,050$283,724-$4,674-$4,674
7.842 shs BLACKROCK GLOBAL L/S CREDIT CP2014-06-302014-12-08$84$86-$2-$2
6,001.247 shs BLACKROCK GLOBAL L/S CREDIT CP2014-08-112014-12-08$64,574$65,000-$426-$426
200 shs ISHARES SHORT MATURITY BONDP2014-07-212014-12-11$9,913$10,057-$144-$144
7,940 shs SPDR BLACKSTONE GSO SEN LOANP2013-05-172014-02-07$397,365$399,382-$2,017-$2,017
1,200 SHS POWERSHARES DB COMM TRK INCP2014-01-072014-05-28$31,311$30,271$1,040$1,040
521 shs ACCENTURE PLC IRELAND CL AD2012-11-082014-12-31$46,913$34,529$12,384$12,384
344 shs ALLIANT TECHSYSTEMD2013-04-102014-04-21$48,693$25,127$23,566$23,566
760 shs AMETEK INC NEWD2013-05-242014-12-31$40,316$32,491$7,825$7,825
205 shs AMETEK INC NEWD2013-10-242014-12-31$10,875$9,592$1,283$1,283
441 shs AON PLC SHS CL-AD2013-10-112014-12-31$42,372$32,205$10,167$10,167
196 shs AON PLC SHS CL-AD2013-12-262014-12-31$18,832$16,428$2,404$2,404
29 shs AUTOMATIC DATA PROCESSING INCD2011-05-262014-12-31$2,445$1,351$1,094$1,094
576 shs DECKER OUTDOOR CORPORATIOND2013-04-102014-04-21$45,043$33,667$11,376$11,376
6,845 shs ISHARES FLOATING RATE BD ETFP2012-12-102014-02-07$346,659$344,811$1,848$1,848
3,454 shs KINGFISHER PLC SPONS ADR NEWD2012-03-222014-04-02$49,526$33,496$16,030$16,030
225 shs LAS VEGAS SANDS CORPORATIOND2012-03-222014-04-02$18,553$12,849$5,704$5,704
73 shs LAS VEGAS SANDS CORPORATIOND2012-07-242014-04-02$6,019$2,768$3,251$3,251
2,490 shs MBIA INCD2013-04-102014-04-21$30,050$26,392$3,658$3,658
362 shs NESTLE SPON ADR REP REG SHRD2012-03-222014-04-02$27,614$22,350$5,264$5,264
152 shs NEWMARKET CORP (HLDG CO)D2013-04-102014-04-21$59,690$40,466$19,224$19,224
414 shs NIELSEN HOLDINGS NVD2013-10-012014-12-31$18,696$15,308$3,388$3,388
460 shs NIELSEN HOLDINGS NVD2013-10-022014-12-31$20,774$16,982$3,792$3,792
757 shs NOVO NORDISK A/S ADRD2012-03-222014-04-02$34,321$21,432$12,889$12,889
296 shs NU SKIN ENTERPRISE INC AD2013-04-102014-04-21$25,199$14,190$11,009$11,009
9,640 shs OAKMARK INTERNATL ID2013-04-092014-04-23$256,514$213,044$43,470$43,470
8,884.4 shs OAKMARK INTERNATL ID2013-05-132014-05-28$239,872$213,048$26,824$26,824
1,230 shs PROGRESSIVE CORP OHIOD2013-08-082014-12-31$33,415$31,631$1,784$1,784
2,039 shs RECKITT BENCKISER PLC SPNS ADRD2012-03-222014-04-02$33,231$22,807$10,424$10,424
245 shs SCHLUMBERGER LTDD2012-03-222014-04-02$24,012$17,596$6,416$6,416
485 shs SCRIPPS NETWORKS INTERAC CL AD2013-05-312014-12-31$36,957$33,159$3,798$3,798
498 shs STANLEY BLACK & DECKER INCD2012-10-192014-12-31$48,286$35,030$13,256$13,256
648 shs STARWOOD HTLS & RSTS WW INCD2011-11-172014-01-06$50,366$31,167$19,199$19,199
186 shs STARWOOD HTLS & RSTS WW INCD2012-06-052014-01-06$14,457$9,113$5,344$5,344
290 shs T ROWE PRICE GROUP INCD2013-01-222014-12-31$25,094$20,821$4,273$4,273
257 shs T ROWE PRICE GROUP INCD2013-12-262014-12-31$22,239$21,499$740$740
838 shs TWENTY-FIRST CENTURY FOX CL AD2013-08-282014-12-31$32,393$26,516$5,877$5,877
89 shs TWENTY-FIRST CENTURY FOX CL AD2013-10-242014-12-31$3,440$3,118$322$322
166 shs TWENTY-FIRST CENTURY FOX CL AD2013-12-262014-12-31$6,417$5,792$625$625
433 shs TYCO INTL PLC SHSD2013-08-072014-12-31$19,082$15,453$3,629$3,629
451 shs TYCO INTL PLC SHSD2013-08-082014-12-31$19,875$16,091$3,784$3,784
188 shs TYCO INTL PLC SHSD2013-11-042014-12-31$8,285$6,871$1,414$1,414
5,000 shs AGIOS PHARMACEUTICALS INC COMD2009-08-302014-12-18$590,550$13,750$576,800$576,800
239.447 shs DODGE & COX INTL STOCK FUNDP2008-02-082014-02-07$10,000$9,647$353$353
500 shs POWERSHARES DB COMM TRK INCP2009-05-222014-02-07$12,578$11,160$1,418$1,418
126 shs POWERSHARES DB COMM TRK INCP2009-05-222014-05-28$3,288$2,812$476$476
58 shs POWERSHARES DB COMM TRK INCP2010-11-182014-05-28$1,513$1,499$14$14
Sch.K-1: Powershares DB Commodity Index Tracking Fund- ST G/LP-$75-$75
Sch.K-1: Powershares DB Commodity Index Tracking Fund LT G/LP-$95-$95
FieldValueIRS element (for citing)
Capital Gain Net Income$878,182CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$437,422AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,212,512NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.360757DistributionYr1Rt
Adjusted Qlfy Distri Yr2$669,588AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$623,951NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.073142DistributionYr2Rt
Adjusted Qlfy Distri Yr3$536,878AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$672,662NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.798139DistributionYr3Rt
Adjusted Qlfy Distri Yr4$330,392AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$516,769NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.639342DistributionYr4Rt
Adjusted Qlfy Distri Yr5$109,286AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$276,897NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.394681DistributionYr5Rt
Total Distribution3.266061TotalDistributionRt
Average Distribution0.653212AverageDistributionRt
Net Vl Noncharitable Assets$1,033,145NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$674,863AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,887NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$683,750AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,772,442QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,887InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,887SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,887TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,840EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$3,047AppliedToEsTaxAmt
Total Payments And Credits$8,887TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNoubar AfeyanIndividualWithBooksNm
Phone6172181620PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 Sunset RidgeAddressLine1Txt
CityLexingtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02421ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NOUBAR AFEYAN
1 SUNSET RIDGELEXINGTONMA02421TRUSTEE5.00$0$0$0
ANNA KARIN M GUNNARSON
1 SUNSET RIDGELEXINGTONMA02421TRUSTEE3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$588,306AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$460,572AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,048,878TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,048,878AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,733CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,033,145NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,657MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,657MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,887TaxBasedOnInvestmentIncomeAmt
Total Tax$8,887TotalTaxAmt
Distributable Before Adj$42,770DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,770DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,770DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,772,442ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,772,442QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,887PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,763,555AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,770DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$95,564ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$312,770ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$510,019ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$644,898ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$382,624ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,945,875TotalExcessDistributionCyovAmt
Qualifying Distributions$1,772,442QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,770AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,729,672RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,675,547TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$95,564ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,579,983ExcessDistriCyovToNextYrAmt
Excess From Year4$312,770ExcessFromYear4Amt
Excess From Year3$510,019ExcessFromYear3Amt
Excess From Year2$644,898ExcessFromYear2Amt
Excess From Year1$382,624ExcessFromYear1Amt
Excess From Current Year$1,729,672ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Belmont Hill School
350 Prospect StreetBelmontMA02478NONE501(c)(3)Contribution$50,000
Dilijan International School of Armenia Foundation
NONENCContribution$100,0006 Baghramyan AveYerevanAM0019
AGBU
55 East 59th StreetNew YorkNY10022NONE501(c)(3)Contribution$2,000
UWC USA
PO Box 248MontezumaNM87731NONE501(c)(3)Contribution$1,000,000
YerazArt
PO Box 79133BelmontMA02479NONE501(c)(3)Contribution$10,000
MIT DIC Wang Professorship Fund
600 Memorial Drive 3rd FLCambridgeMA02139NONE501(c)(3)Contribution$200,000
Holy Trinity American Armenian
145 Brattle StreetCambridgeMA02138NONE501(c)(3)Contribution$1,000
Beacon Academy
477 Longwood AvenueBostonMA02215NONE501(c)(3)Contribution$6,500
The Winsor School
Pilgrim RoadBelmontMA02215NONE501(c)(3)Contribution$50,000
MIT
600 Memorial Drive 3rd FLCambridgeMA02139NONE501(c)(3)Contribution$3,132
Lexington Education Foundation
594 Marrett Road Suite 7LexingtonMA02421NONE501(c)(3)Contribution$500
Armenia Tree Project
65 Main StreetWatertownMA02472NONE501(c)(3)Contribution$25,000
AGBU
55 East 59th StreetNew YorkNY10022NONE501(c)(3)Contribution$2,000
Children of Armenia Fund
162 Fifth Avenue Suite 900New YorkNY10010NONE501(c)(3)Contribution$102,000
Diocese of the Armenian Church of America
630 Second AvenueNew YorkNY10016NONE501(c)(3)Contribution$25,000
Armenia Fund USA
80 Maiden Ln 301New YorkNY10038NONE501(c)(3)Contribution$10,000
Belmont Hill School
350 Prospect StreetBelmontMA02478NONE501(c)(3)Contribution$25,000
Beacon Academy
477 Longwood AvenueBostonMA02215NONE501(c)(3)Contribution$25,000
Belmont Hill School
350 Prospect StreetBelmontMA02478NONE501(c)(3)Contribution$50,000
Diocese of the Armenian Church of America
630 Second AvenueNew YorkNY10016NONE501(c)(3)Contribution$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,692,132TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,493ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$232ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$878,182ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$888,917ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$888,917TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonNoubar B AfeyanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 Sunset RidgeAddressLine1Txt
CityLexingtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02421ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,308,734TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (35 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
13,454 shs Kingfisher Plc Spons$49,7722014-04-02
1225 shs Las Vegas Sands Corporation$18,6462014-04-02
173 shs Las Vegas Sands Corporation$6,0502014-04-02
1362 shs Nestle Spon Adr Rep$27,5702014-04-02
1757 shs Novo Nordisk$34,4662014-04-02
12,039 shs Reckitt Benckiser Plc$33,3582014-04-02
1245 shs Schlumberger Ltd.$23,9342014-04-02
1344 shs Alliant TechSystem$48,4732014-04-21
1576 shs Decker Outdoor Corporation$44,6752014-04-21
12,490 shs MBIA Inc.$29,9302014-04-21
1152 shs Newmarket Corp$60,0672014-04-21
1296 shs Nu Skin Enterprise Inc. A$25,2722014-04-21
19,640 shs Oakmark International$257,0022014-04-22
18,884.4 shs Oakmark International$240,4122014-05-27
1521 shs Accenture Plc Ireland Cl A$46,9892014-12-30
1760 shs Ametek Inc. New$40,4932014-12-30
1205 shs Ametek Inc. New$10,9222014-12-30
1441 shs Aon Plc Shs Cl-A$42,4372014-12-30
1196 shs Aon Plc Shs Cl-A$18,8612014-12-30
129 shs Automatic Data Processing Inc.$2,4392014-12-30
1414 shs Nielsen Holdings NV$18,7502014-12-30
11,230 shs Progressive Corp Ohio$33,4812014-12-30
1485 shs Scripps Networks Interac Cl A$37,1122014-12-30
1498 shs Stanley Black & Decker Inc.$48,1672014-12-30
1290 shs T Rowe Price Group Inc.$25,2042014-12-30
1257 shs T Rowe Price Group Inc.$22,3362014-12-30
1838 shs Twenty-First Century Fox Cl A$32,4102014-12-30
189 shs Twenty-First Century Fox Cl A$3,4422014-12-30
1166 shrs Twenty-First Cenury Fox Cl A$6,4202014-12-30
1433 shs Tyuco Intl Plc Shs$19,1472014-12-30
1451 shs Tyco Intl Plc Shs$19,9432014-12-30
1188 shs Tyco Intl Plc Shs$8,3132014-12-30
18,238.725 shs Virtus Foreign Opport I$229,4482014-12-30
15,000 shrs Agios Pharmaceuticals Inc.$609,8502014-12-31
1460 shs Nielsen Holdings NV$20,8332014-12-30

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMorgan StanleyBondNm
EOY Book Value$854,793EOYBookValueAmt
EOYFMV$949,643EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSkolkovo Venture Capital Invest.CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$250,000BookValueAmt
EOYFMV$250,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Basis on stock contributed to date from FMV to Book$94,849
Value of stock contributed and sold in same year$1,945,593

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSch. K-1: Powershare DB Commodity Index Tracking Fund- DeductionsDesc
Revenue And Expenses Per Books$121RevenueAndExpensesPerBooksAmt
Net Investment Income$121NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSch.K-1: Powershares DB Commodity Index Tracking FundDesc
Revenue And Expenses Per Books$232RevenueAndExpensesPerBooksAmt
Net Investment Income$232NetInvestmentIncomeAmt
Adjusted Net Income$232AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gain on contributed assetsDesc
Amt$1,165,501Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Taxes$8,638$0$8,638
Foreign Tax$109$109$0

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