AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-13
- IRS object ID
- 201421649349100207
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-13T12:07:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLARK ROAD | AddressLine1 |
| City | TEWKSBURY | City |
| State | MA | State |
| ZIP Code | 01876 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Lexington | City |
| State | MA | State |
| ZIP Code | 02421 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Noubar Afeyan Trustee | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6172181600 | PhoneNum |
| Signature | 2014-05-28 | SignatureDt |
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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,679,289 | 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 | $865,741 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $162 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,267 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,267 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,188,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,207 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,158,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,636 | 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 |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,277 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,163 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,096 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,096 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,163 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,163 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $437,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $719,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,388 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $389,453 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $389,453 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $767,770 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $965,651 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,039,836 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $250,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $250,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $250,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,182,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,605,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,679,289 | 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 | $1,182,659 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,605,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,182,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,605,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,182,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,605,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,182,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $719,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $579,104 | OtherIncreasesAmt |
| Subtotal | $2,481,470 | SubtotalAmt |
| Other Decreases | $876,366 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,605,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,075 shs iShares Flot Rt | P | 2012-12-10 | 2013-01-22 | $104,875 | $104,526 | $349 | $349 |
| 277 shs ETF iShares Barclays 1-3 YR | P | 2010-11-18 | 2013-01-22 | $29,249 | $29,067 | $182 | $182 |
| 955 shs ETF iShares Barclays 1-3 YR | P | 2009-05-22 | 2013-01-22 | $100,839 | $97,800 | $3,039 | $3,039 |
| 2,262 shs Automatic Data | D | 2009-01-06 | 2013-03-20 | $146,122 | $92,446 | $53,676 | $53,676 |
| 114 shs Atlas Air Worldwide | D | 2009-03-19 | 2013-03-20 | $4,848 | $1,944 | $2,904 | $2,904 |
| 321 shs Acacia Techs | D | 2010-08-24 | 2013-03-20 | $8,987 | $4,685 | $4,302 | $4,302 |
| 171 shs SHFL Entertainment Inc | D | 2011-08-22 | 2013-03-20 | $2,790 | $1,297 | $1,493 | $1,493 |
| 2,238 shs Scripps Networks Inter | D | 2013-03-20 | $145,828 | $110,051 | $35,777 | $35,777 | |
| 291 shs First Cash Financial Services | D | 2013-03-20 | $15,607 | $4,295 | $11,312 | $11,312 | |
| 327 shs Texas Cap | D | 2013-03-20 | $13,279 | $7,615 | $5,664 | $5,664 | |
| 176 shs Netscout Systems Inc | D | 2013-03-20 | $4,242 | $2,230 | $2,012 | $2,012 | |
| 1,954 shs Wells Fargo Co | D | 2011-09-28 | 2013-03-20 | $73,456 | $48,820 | $24,636 | $24,636 |
| 2,459 shs EMC Corp | D | 2009-01-06 | 2013-03-20 | $61,031 | $28,328 | $32,703 | $32,703 |
| 543 shs Horace Mann Educator Corp | D | 2013-03-20 | $11,140 | $4,562 | $6,578 | $6,578 | |
| 330 shs Adidas-Salomon AG | D | 2012-03-22 | 2013-12-27 | $20,795 | $12,606 | $8,189 | $8,189 |
| 50 shs Adidas-Salomon AG | D | 2012-09-04 | 2013-12-27 | $3,151 | $1,983 | $1,168 | $1,168 |
| 242 shs ARM Holdings | D | 2012-03-22 | 2013-12-27 | $13,199 | $6,800 | $6,399 | $6,399 |
| 582 shs Canadian Natl Railway | D | 2012-03-22 | 2013-12-27 | $33,009 | $22,668 | $10,341 | $10,341 |
| 110 shs Michelin Compagnie | D | 2012-03-22 | 2013-12-27 | $2,300 | $1,590 | $710 | $710 |
| 202 shs Michelin Compagnie | D | 2012-09-07 | 2013-12-27 | $4,223 | $3,082 | $1,141 | $1,141 |
| 271 shs Novartis AG | D | 2012-03-22 | 2013-12-27 | $21,661 | $14,991 | $6,670 | $6,670 |
| 306 shs Publicis Group | D | 2012-03-22 | 2013-12-27 | $6,901 | $4,261 | $2,640 | $2,640 |
| 330 shs T Rowe Price Group | D | 2012-06-22 | 2013-12-27 | $27,488 | $19,991 | $7,497 | $7,497 |
| 182 shs Tencent Hldgs LTD | D | 2012-03-22 | 2013-12-27 | $11,317 | $5,198 | $6,119 | $6,119 |
| 79 shs Toyota Motor | D | 2010-10-21 | 2013-12-27 | $9,632 | $5,655 | $3,977 | $3,977 |
| 138 shs Toyota Motor | D | 2012-03-22 | 2013-12-27 | $16,826 | $11,635 | $5,191 | $5,191 |
| 233 shs Wynn Resorts LTD | D | 2012-09-21 | 2013-12-27 | $44,518 | $25,307 | $19,211 | $19,211 |
| 387 shs Yandex N.V.A | D | 2012-03-22 | 2013-12-27 | $16,491 | $9,215 | $7,276 | $7,276 |
| 70 shs Adidas-Salomon AG | D | 2013-09-04 | 2013-12-27 | $4,411 | $3,687 | $724 | $724 |
| 77 shs Adidas-Salomon AG | D | 2013-11-06 | 2013-12-27 | $4,852 | $4,361 | $491 | $491 |
| 57 shs ARM Holdings | D | 2013-10-03 | 2013-12-27 | $3,109 | $2,754 | $355 | $355 |
| 1,000 shs iShares Flot Rt | P | 2012-12-10 | 2013-11-22 | $50,543 | $50,374 | $169 | $169 |
| 166 shs Michelin Compagnie | D | 2013-10-03 | 2013-12-27 | $3,471 | $3,471 | $0 | $0 |
| 149 shs Michelin Compagnie | D | 2013-11-19 | 2013-12-27 | $3,115 | $3,115 | $0 | $0 |
| 71 shs Michelin Compagnie | D | 2013-11-20 | 2013-12-27 | $1,484 | $1,484 | $0 | $0 |
| 50 shs Michelin Compagnie | D | 2013-11-21 | 2013-12-27 | $1,045 | $1,045 | $0 | $0 |
| 54 shs Novartis AG | D | 2013-09-04 | 2013-12-27 | $4,316 | $4,028 | $288 | $288 |
| 73 shs Novartis AG | D | 2013-12-05 | 2013-12-27 | $5,835 | $5,717 | $118 | $118 |
| 102 shs Publicis Group | D | 2013-01-24 | 2013-12-27 | $2,300 | $1,670 | $630 | $630 |
| 57 shs Publicis Group | D | 2013-01-25 | 2013-12-27 | $1,286 | $943 | $343 | $343 |
| 56 shs Publicis Group | D | 2013-01-28 | 2013-12-27 | $1,263 | $925 | $338 | $338 |
| 194 shs Publicis Group | D | 2013-08-07 | 2013-12-27 | $4,375 | $3,831 | $544 | $544 |
| 248 shs Publicis Group | D | 2013-09-04 | 2013-12-27 | $5,593 | $4,739 | $854 | $854 |
| 242 shs Publicis Group | D | 2013-11-06 | 2013-12-27 | $5,458 | $5,327 | $131 | $131 |
| 146 shs Publicis Group | D | 2013-11-26 | 2013-12-27 | $3,293 | $3,224 | $69 | $69 |
| 265 shs Publicis Group | D | 2013-12-05 | 2013-12-27 | $5,977 | $5,767 | $210 | $210 |
| 2,000 shs SPDR Blackstone GSO | P | 2013-05-17 | 2013-12-19 | $99,974 | $100,600 | -$626 | -$626 |
| 72 shs Tencent Hldgs LTD | D | 2013-09-04 | 2013-12-27 | $4,477 | $3,522 | $955 | $955 |
| 79 shs Tencent Hldgs LTD | D | 2013-12-05 | 2013-12-27 | $4,912 | $4,582 | $330 | $330 |
| 41 shs Toyota Motor | D | 2013-09-04 | 2013-12-27 | $4,999 | $4,999 | $0 | $0 |
| 39 shs Toyota Motor | D | 2013-11-06 | 2013-12-27 | $4,755 | $4,755 | $0 | $0 |
| 102 shs Yandex N.V.A | D | 2013-10-03 | 2013-12-27 | $4,346 | $4,005 | $341 | $341 |
| Sch.K-1: Powershares DB Commodity Index Tracking Fund- ST G/L | P | -$9 | -$9 | ||||
| Sch.K-1: Powershares DB Commodity Index Tracking Fund LT G/L | P | -$204 | -$204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,207 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $669,588 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $623,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.073142 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $536,878 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $672,662 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.798139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $330,392 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $516,769 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.639342 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $109,286 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $276,897 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.394681 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $223,304 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $472,627 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.472474 | DistributionYr5Rt |
| Total Distribution | 3.377778 | TotalDistributionRt |
| Average Distribution | 0.675556 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,212,512 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $819,120 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,914 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $822,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $437,422 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,280 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $7,780 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,952 | OverpaymentAmt |
| Applied To ES Tax | $1,952 | 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 | AddressLine1 |
| City | Lexington | City |
| State | MA | State |
| ZIP Code | 02421 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $899,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $331,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,230,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,230,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,212,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,828 | TotalTaxAmt |
| Distributable Before Adj | $54,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,798 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $437,422 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $437,422 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $437,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $200,719 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $95,564 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $312,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $510,019 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $644,898 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,763,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $437,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $382,624 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,146,594 | 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 | $200,719 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,945,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $95,564 | ExcessFromYear4Amt |
| Excess From Year3 | $312,770 | ExcessFromYear3Amt |
| Excess From Year2 | $510,019 | ExcessFromYear2Amt |
| Excess From Year1 | $644,898 | ExcessFromYear1Amt |
| Excess From Current Year | $382,624 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Children of Armenia Fund | ||||||||||||
| 162 Fifth Avenue Suite 900 | New York | NY | 10010 | NONE | 501(c)(3) | Contribution | $100,000 | |||||
| Beacon Academy | ||||||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $5,000 | |||||
| The Winsor School | ||||||||||||
| Pilgrim Road | 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 | $1,000 | |||||
| YERAZ Art | ||||||||||||
| PO Box 79133 | Belmont | MA | 02479 | NONE | 501(c)(3) | YerazArt Project | $5,000 | |||||
| AGBU Humanitarian Emergency Relief Fund | ||||||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | 501(c)(3) | Contribution | $5,000 | |||||
| Sayat Nova Dance | ||||||||||||
| 32 Gale Street | Watertown | MA | 02154 | NONE | 501(c)(3) | Contribution | $12,500 | |||||
| Foundation Sante | ||||||||||||
| NONE | 501(c)(3) | Contribution | $5,000 | PO Box 65101 | Athens | Psychiko | GR | 15401 | ||||
| Boston Symphony Orchestra | ||||||||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | NONE | 501(c)(3) | Contribution | $10,000 | |||||
| AGBU New England District | ||||||||||||
| 55 East 59th Street | New York | NY | 10022 | NONE | 501(c)(3) | Contribution | $5,000 | |||||
| Young Art Foundation | ||||||||||||
| 2100 Biscayne Blvd | Miami | FL | 33131 | NONE | 501(c)(3) | Contribution | $8,663 | |||||
| Armenian Heritage Foundation | ||||||||||||
| 28 Flanders Road | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $125,000 | |||||
| Diocese of the Armenian Church of America | ||||||||||||
| 630 Second Avenue | New York | NY | 10016 | NONE | 501(c)(3) | Contribution | $1,000 | |||||
| The Winsor School | ||||||||||||
| Pilgrim Road | Boston | MA | 02215 | NONE | 501(c)(3) | Contribution | $50,000 | |||||
| Massachusetts Institute of Technology | ||||||||||||
| 600 Memorial Drive 3rd FL | Cambridge | MA | 02139 | NONE | 501(c)(3) | Contribution | $5,000 | |||||
| St Stephen's Armenian Elementary School | ||||||||||||
| 47 Nichols Ave | Watertown | MA | 02472 | NONE | 501(c)(3) | Contribution | $50,000 | |||||
| Belmont Hill School | ||||||||||||
| 350 Prospect Street | Belmont | MA | 02478 | NONE | 501(c)(3) | Contribution | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,163 | 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 | $162 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $292,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,636 | 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 (27 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Noubar B Afeyan | |||||||
| 1 | 1 Sunset Ridge | Lexington | MA | 02421 | $9,187 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 2 | 1 Sunset Ridge | Lexington | MA | 02421 | $5,059 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 3 | 1 Sunset Ridge | Lexington | MA | 02421 | $145,266 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 4 | 1 Sunset Ridge | Lexington | MA | 02421 | $61,598 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 5 | 1 Sunset Ridge | Lexington | MA | 02421 | $11,386 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 6 | 1 Sunset Ridge | Lexington | MA | 02421 | $4,317 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 7 | 1 Sunset Ridge | Lexington | MA | 02421 | $10,779 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 8 | 1 Sunset Ridge | Lexington | MA | 02421 | $412 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 9 | 1 Sunset Ridge | Lexington | MA | 02421 | $4,462 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 10 | 1 Sunset Ridge | Lexington | MA | 02421 | $2,909 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 11 | 1 Sunset Ridge | Lexington | MA | 02421 | $134,789 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 12 | 1 Sunset Ridge | Lexington | MA | 02421 | $10,658 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 13 | 1 Sunset Ridge | Lexington | MA | 02421 | $8,957 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 14 | 1 Sunset Ridge | Lexington | MA | 02421 | $4,666 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 15 | 1 Sunset Ridge | Lexington | MA | 02421 | $73,783 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 16 | 1 Sunset Ridge | Lexington | MA | 02421 | $33,006 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 17 | 1 Sunset Ridge | Lexington | MA | 02421 | $16,290 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 18 | 1 Sunset Ridge | Lexington | MA | 02421 | $33,069 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 19 | 1 Sunset Ridge | Lexington | MA | 02421 | $15,461 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 20 | 1 Sunset Ridge | Lexington | MA | 02421 | $31,307 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 21 | 1 Sunset Ridge | Lexington | MA | 02421 | $35,617 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 22 | 1 Sunset Ridge | Lexington | MA | 02421 | $27,515 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 23 | 1 Sunset Ridge | Lexington | MA | 02421 | $20,176 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 24 | 1 Sunset Ridge | Lexington | MA | 02421 | $35,423 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 25 | 1 Sunset Ridge | Lexington | MA | 02421 | $43,140 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 26 | 1 Sunset Ridge | Lexington | MA | 02421 | $20,465 | Yes (X) | Yes (X) |
| Noubar B Afeyan | |||||||
| 27 | 1 Sunset Ridge | Lexington | MA | 02421 | $66,044 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (27 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 321 shs of Acacia Techs | $9,187 | 2013-03-19 |
| 2 | 114 shs of Atlas Air Worldwide | $5,059 | 2013-03-19 |
| 3 | 2,262 shs of Automatic Data | $145,266 | 2013-03-19 |
| 4 | 2,459 shs of EMC Corp Mass | $61,598 | 2013-03-19 |
| 5 | 211 shs of First Cash Financial Service | $11,386 | 2013-03-19 |
| 6 | 80 shs of First Cash Financial Service | $4,317 | 2013-03-19 |
| 7 | 523 shs of Horace Mann Educator | $10,779 | 2013-03-19 |
| 8 | 20 shs of Horace Mann Educator | $412 | 2013-03-19 |
| 9 | 176 shs of Netscout Systems Inc | $4,462 | 2013-03-19 |
| 10 | 171 shs of SHFL Entertainment | $2,909 | 2013-03-19 |
| 11 | 2,074 shs of Scripps Networks Int | $134,789 | 2013-03-19 |
| 12 | 164 shs of Scripps Networks Int | $10,658 | 2013-03-19 |
| 13 | 215 shs of Texas Cap | $8,957 | 2013-03-19 |
| 14 | 112 shs of Texas Cap | $4,666 | 2013-03-19 |
| 15 | 1,954 shs of Wells Fargo Co | $73,783 | 2013-03-19 |
| 16 | 527 shs of Adidas-Salomon AG | $33,006 | 2013-12-23 |
| 17 | 299 shs of Arm Holding PLC | $16,290 | 2013-12-23 |
| 18 | 582 shs of Canadian Natl Railway Co | $33,069 | 2013-12-23 |
| 19 | 748 shs of Michelin Compagnie Generale | $15,461 | 2013-12-23 |
| 20 | 398 shs of Novartis AG | $31,307 | 2013-12-23 |
| 21 | 1,616 shs of Publicis Group SA ADS | $35,617 | 2013-12-23 |
| 22 | 330 shs of T Rowe Price Group Inc | $27,515 | 2013-12-23 |
| 23 | 333 shs of Tencent Hldgs LTD | $20,176 | 2013-12-23 |
| 24 | 297 shs of Toyota Motor | $35,423 | 2013-12-23 |
| 25 | 233 shs of Wynn Resorts | $43,140 | 2013-12-23 |
| 26 | 489 shs of Yandex | $20,465 | 2013-12-23 |
| 27 | 834 shs of Starwood Htls & RSTS WW Inc | $66,044 | 2013-12-23 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Morgan Stanley | BondNm |
| EOY Book Value | $965,651 | EOYBookValueAmt |
| EOYFMV | $1,039,836 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Skolkovo Venture Capital Invest. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $250,000 | BookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Basis on stock contributed to date from FMV to Book | $72,851 |
| Value of stock contributed and sold in same year | $803,515 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sch. K-1: Powershare DB Commodity Index Tracking Fund- Deductions | Desc |
| Revenue And Expenses Per Books | $1,130 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain on contributed assets | Description |
| Amount | $579,104 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Taxes | $2,163 | $0 | $2,163 |
| Foreign Tax | $114 | $114 | $0 |
Comments