AFEYAN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AFEYAN FAMILY FOUNDATION (EIN 04-3489109)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201332279349100508
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T13:48:38-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043296201 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN BILLE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043489109 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noubar & Anna Afeyan Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NOUB | NameControl |
| Phone | 6172181600 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Noubar Afeyan Trustee | Name |
| Title | Trustee | Title |
| Phone | 6172181600 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen P Ahern CPA | Name |
| PTIN | P00099910 | PTIN |
| Phone | 9789702900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1209882 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 921910 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 163 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 163 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4462 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4462 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 320224 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 958642 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 320224 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 703 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 703 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1247462 | TotalRevenueAndExpenses |
| Total Net Investment Income | 325552 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1976 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1976 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3888 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3888 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 24746 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 24746 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 163 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 163 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30773 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 163 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 30610 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 642232 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 642232 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 673005 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 163 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 672842 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 574457 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 325389 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 375693 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 164889 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 164890 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 330565 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 767770 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 794992 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 250000 | InvestmentsOtherBOY |
| Investments Other EOY | 250000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 250000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 956258 | TotalAssetsBOY |
| Total Assets EOY | 1182659 | TotalAssetsEOY |
| Total Assets EOYFMV | 1209882 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 956258 | RetainedEarningsBOY |
| Retained Earnings EOY | 1182659 | RetainedEarningsEOY |
| Total Net Assets BOY | 956258 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1182659 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 956258 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1182659 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 956258 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 574457 | ExcessOfRevenueOverExpenses |
| Other Increases | 593661 | OtherIncreases |
| Subtotal | 2124376 | Subtotal |
| Other Decreases | 941717 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1182659 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 281 shs Accenture PLC | D | 2009-08-21 | 2012-11-08 | 18649 | 9995 | 8654 | 8654 |
| 2,227 shs Accenture PLC | D | 2009-09-30 | 2012-11-08 | 147802 | 83174 | 64628 | 64628 |
| 174 shs Accenture PLC | D | 2012-03-07 | 2012-11-08 | 11548 | 10409 | 1139 | 1139 |
| 3,901 shs Discovery Communication Ser A | D | 2011-08-12 | 2012-11-08 | 219890 | 152671 | 67219 | 67219 |
| 149 shs Mastercard Inc CL A | D | 2011-05-31 | 2012-11-08 | 69113 | 42677 | 26436 | 26436 |
| 291 shs Mastercard Inc CL A | D | 2011-07-01 | 2012-11-08 | 134979 | 91589 | 43390 | 43390 |
| 2,087 shs Qualcomm Inc. | D | 2009-01-16 | 2012-11-08 | 128670 | 74511 | 54159 | 54159 |
| 406 shs Qualcomm Inc. | D | 2009-10-09 | 2012-11-08 | 25031 | 16836 | 8195 | 8195 |
| 354 shs Qualcomm Inc. | D | 2010-03-31 | 2012-11-08 | 21825 | 14882 | 6943 | 6943 |
| 2,220 shs Qualcomm Inc. | D | 2010-06-25 | 2012-11-08 | 136870 | 77288 | 59582 | 59582 |
| 1.771 shs Brandywine Blue Fund Inc Com | P | 2009-12-30 | 2012-06-26 | 41 | 39 | 2 | 2 |
| 4.353 shs Brandywine Blue Fund Inc Com | P | 2009-10-30 | 2012-06-26 | 101 | 89 | 12 | 12 |
| 10.885 shs Brandywine Blue Fund Inc Com | P | 2007-12-28 | 2012-06-26 | 252 | 387 | -135 | -135 |
| 14.738 shs Brandywine Blue Fund Inc Com | P | 2007-12-28 | 2012-06-26 | 341 | 525 | -184 | -184 |
| 51.550 shs Brandywine Blue Fund Inc Com | P | 2007-10-31 | 2012-06-26 | 1193 | 1855 | -662 | -662 |
| 108.566 shs Brandywine Blue Fund Inc Com | P | 2007-10-31 | 2012-06-26 | 2513 | 3907 | -1394 | -1394 |
| 806.972 shs Brandywine Blue Fund Inc Com | P | 2008-02-08 | 2012-06-26 | 18681 | 25000 | -6319 | -6319 |
| 913.291 shs Brandywine Blue Fund Inc Com | P | 2007-06-27 | 2012-06-26 | 21143 | 32148 | -11005 | -11005 |
| Sch.K-1: Powershares DB Commodity Index Tracking Fund- ST G/L | P | 35 | 35 | ||||
| Sch.K-1: Powershares DB Commodity Index Tracking Fund LT G/L | P | -471 | -471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 320224 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 536878 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 672662 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.798139 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 330392 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 516769 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.639342 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 109286 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 276897 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.394681 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 223304 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 472627 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.472474 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 202885 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 477292 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.425075 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.729711 | TotalDistributionRatio |
| Average Distribution Ratio | 0.545942 | AverageDistributionRatio |
| Net Noncharitable Assets | 623951 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 340641 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3254 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 343895 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 672842 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3254 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3254 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3254 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4371 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4371 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1117 | Overpayment |
| Amount Credited To Next Year | 1117 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Noubar Afeyan | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6172181620 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 328041 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 305412 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 633453 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 633453 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9502 | CashDeemedCharitable |
| Net Noncharitable Assets | 623951 | NetNoncharitableAssets |
| Minimum Investment Return | 31198 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31198 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3254 | TaxBasedOnInvestmentIncome |
| Total Tax | 3254 | TotalTax |
| Distributable Amount Before Adj | 27944 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 27944 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 27944 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 672842 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 672842 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3254 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 669588 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 27944 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 182864 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 200719 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 95564 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 312770 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 510019 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1301936 | TotalExcessDistriCarryover |
| Qualifying Distributions | 672842 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 27944 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 644898 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1946834 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 182864 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1763970 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 200719 | ExcessFromYear4 |
| Excess From Year3 | 95564 | ExcessFromYear3 |
| Excess From Year2 | 312770 | ExcessFromYear2 |
| Excess From Year1 | 510019 | ExcessFromYear1 |
| Excess From Current Year | 644898 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Armenian National Federation of Rowing | |||||||||||
| Apt 4 | Yerevan | AM | 375021 | NONE | 501(c)(3) | Assist with operations expenses | $530 | ||||
| Sayat Nova Dance | |||||||||||
| NONE | 501(c)(3) | Contribution | $12,500 | 32 Gale Steet | Watertown | MA | 02154 | ||||
| Armenia 2020 Inc | |||||||||||
| Baghramyan St 6 Suite 5 | Yerevan | AM | 375009 | NONE | 501(c)(3) | Assist with operations expenses | $25,000 | ||||
| Yeraz Art Foundation | |||||||||||
| NONE | 501(c)(3) | YerazArt Project | $10,000 | PO Box 79133 | PO Box | MA | 02479 | ||||
| Armenian Heritage Foundation | |||||||||||
| NONE | 501(c)(3) | Contribution | $5,000 | 28 Flanders Road | Belmont | MA | 02478 | ||||
| Epiphany School | |||||||||||
| NONE | 501(c)(3) | Contribution | $1,000 | 154 Centre Street | Dorchester | MA | 02124 | ||||
| The Winsor School | |||||||||||
| NONE | 501(c)(3) | Contribution | $15,000 | Pilgrim Road | Boston | MA | 02215 | ||||
| St Stephen's Armenian Elementary School | |||||||||||
| NONE | 501(c)(3) | Contribution | $100,000 | 47 Nichols Ave | Watertown | MA | 02472 | ||||
| Armenia Connection 2012 | |||||||||||
| NONE | 501(c)(3) | Assist with operations expenses | $175,000 | One Memorial Drive 7th FL | Cambridge | MA | 02142 | ||||
| Yeraz Art Foundation | |||||||||||
| NONE | 501(c)(3) | YerazArt Project | $4,000 | PO Box 79133 | Belmont | MA | 02479 | ||||
| AIChE Foundation | |||||||||||
| NONE | 501(c)(3) | Contribution | $5,000 | 3 Park Avenue | New York | NY | 100165991 | ||||
| Lexington Education Foundation | |||||||||||
| NONE | 501(c)(3) | Contribution | $2,500 | 594 Marrett Road Suite 7 | Lexington | MA | 02421 | ||||
| Boston Philharmonic Youth Orchestra | |||||||||||
| NONE | 501(c)(3) | Contribution | $10,000 | 295 Huntington Avenue | Boston | MA | 02115 | ||||
| Belmont Hill School | |||||||||||
| NONE | 501(c)(3) | Contribution | $10,000 | 350 Prospect Street | Belmont | MA | 02478 | ||||
| Armenian Genocide Museum and Institute | |||||||||||
| Tsitsernakaberd memorial complex | Yerevan | AM | 0028 | NONE | 501(c)(3) | Contribution | $5,000 | ||||
| St Stephen's Armenian Elementary School | |||||||||||
| NONE | 501(c)(3) | Contribution | $75,000 | 47 Nichols Ave | Watertown | MA | 02472 | ||||
| Armenia Connection 2012 | |||||||||||
| NONE | 501(c)(3) | Assist with operations expenses | $186,702 | One Memorial Drive 7th FL | Cambridge | MA | 02142 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 642232 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $163 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,462 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $703 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $320,224 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $325,552 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 325552 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (10 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 19308 | X | X |
| 2 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 153017 | X | X |
| 3 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 11956 | X | X |
| 4 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 224151 | X | X |
| 5 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 70295 | X | X |
| 6 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 137288 | X | X |
| 7 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 125992 | X | X |
| 8 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 24510 | X | X |
| 9 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 21371 | X | X |
| 10 | Noubar B Afeyan | 1 Sunset Ridge | Lexington | MA | 02421 | 134021 | X | X |
Noncash Property NoncashProperty (10 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 281 shs of Accenture Plc Ireland CL A | 19308 | 2012-11-07 |
| 2 | 2,227 shs of Accenture Plc Ireland CL A | 153017 | 2012-11-07 |
| 3 | 174 shs of Accenture Plc Ireland CL A | 11956 | 2012-11-07 |
| 4 | 3,901 shs of Discovery Communications Ser A | 224151 | 2012-11-07 |
| 5 | 149 shs of Mastercard Inc CL A | 70295 | 2012-11-07 |
| 6 | 291 shs of Mastercard Inc CL A | 137288 | 2012-11-07 |
| 7 | 2,087 shs of Qualcomm Inc | 125992 | 2012-11-07 |
| 8 | 406 shs of Qualcomm Inc | 24510 | 2012-11-07 |
| 9 | 354 shs of Qualcomm Inc | 21371 | 2012-11-07 |
| 10 | 2,220 shs of Qualcomm Inc | 134021 | 2012-11-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | Category |
| Amount | $1,976 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1976 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Morgan Stanley | NameOfBond |
| EOY Book Value | 767770 | EOYBookValue |
| EOYFMV | 794992 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Skolkovo Venture Capital Invest. | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 250000 | BookValue |
| EOYFMV | 250000 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Basis on stock contributed to date from FMV to Book | $27,338 |
| Value of stock contributed and sold in same year | $914,379 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Sch. K-1: Powershare DB Commodity Index Tracking Fund- Deductions | Description |
| Revenue And Expenses Per Books | 163 | RevenueAndExpensesPerBooks |
| Net Investment Income | 163 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Sch.K-1: Powershares DB Commodity Index Tracking Fund | Description |
| Revenue And Expenses Per Books | 703 | RevenueAndExpensesPerBooks |
| Net Investment Income | 703 | NetInvestmentIncome |
| Adjusted Net Income | 703 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain on contributed assets | Description |
| Amount | $593,661 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | Category |
| Amount | $3,888 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3888 | DisbursementsCharitablePrps |
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