ONE8 FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ONE8 FOUNDATION (EIN 04-6836735)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349100541
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T07:25:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046836735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | One8 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANNA SIKORSKY | InCareOfNm |
| Business Name Control | ONE8 | BusinessNameControlTxt |
| Phone | 8572026250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 HUNTINGTON AVENUE Suite 1500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joanna Jacobson | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 8572026250 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joanna | PersonFirstNm |
| Person Last | Jacobson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $955,639,021 | 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 | $30,928,983 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $558 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $558 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $1,103,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,292,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,668,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,668,530 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,283 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,547,120 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $36,228,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,225,175 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,851,001 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,851,001 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $532,234 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $532,234 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $89,824 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $89,824 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,448 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $51,448 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,899,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,287,132 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $611,876 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,449,477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $663,807 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $663,807 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,335 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,335 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,689 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,689 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $217,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $217,273 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,793,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,287,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,056,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,441,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,441,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,234,236 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,287,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,497,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,005,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,938,043 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,061,561 | CashBOYAmt |
| Cash EOY | $13,312,796 | CashEOYAmt |
| Cash EOYFMV | $13,312,796 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,859,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,120 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,120 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $11,352,712 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,857,117 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,857,117 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,749,996 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,048,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,839,297 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $453,178,493 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $437,862,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $889,946,828 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $487,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $165,699 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $321,699 | LandBOYAmt |
| Land EOY | $321,699 | LandEOYAmt |
| Land EOYFMV | $321,699 | LandEOYFMVAmt |
| Other Assets BOY | $240,123 | OtherAssetsBOYAmt |
| Other Assets EOY | $229,164 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $229,164 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $488,764,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $483,763,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $955,639,021 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,594 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,162 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,162 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $488,744,756 | RetainedEarningBOYAmt |
| Retained Earning EOY | $483,739,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $488,744,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $483,739,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $488,764,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $483,763,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $488,744,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,005,535 | ExcessRevenueOverExpensesAmt |
| Subtotal | $483,739,221 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $483,739,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| REALIZED GAIN ON VALUEACT INVESTMENT | P | $15,382,698 | $10,000,000 | $5,382,698 | $5,382,698 |
| 22C CAPITAL I-A L.P. - FINAL GAIN | P | $17,224 | $17,224 | $17,224 | |
| GULF COAST OPP. FUND L.P. - FINAL GAIN | P | $1,719,941 | $1,719,941 | $1,719,941 | |
| MAGMA VENTURE CAP. III L.P. - FINAL GAIN | P | $227,332 | $227,332 | $227,332 | |
| NEW ERA CAP. PARTNERS L.P. - FINAL GAIN | P | $987,939 | $987,939 | $987,939 | |
| LP CAP. GAINS - 22C CAPITAL I-A, LP | P | $529,143 | $529,143 | $529,143 | |
| LP CAP. GAINS - ABRAMS CAPITAL PARTNERS | P | $318,898 | $318,898 | $318,898 | |
| LP CAP. GAINS - DENHAM COMMODITY PARTNERS | P | $4,043 | -$4,043 | -$4,043 | |
| LP CAP. GAINS - FIMI OPPORTUNITY 6, L.P. | P | $286 | -$286 | -$286 | |
| LP CAP. GAINS - FIMI OPPORTUNITY V, L.P. | P | $711,643 | $711,643 | $711,643 | |
| LP CAP. GAINS - GULF COAST OPP. FUND, LP | P | $1,781,481 | $1,781,481 | $1,781,481 | |
| LP CAP. GAINS - KWIDNET HOLDINGS LLC | P | $113,764,825 | $113,764,825 | $113,764,825 | |
| LP CAP. GAINS - MAGMA VENTURE CAPITAL III | P | $544,113 | $544,113 | $544,113 | |
| LP CAP. GAINS - MAGMA VENTURE CAPITAL IV | P | $15,103 | $15,103 | $15,103 | |
| LP CAP. GAINS - NEW ERA CAPITAL PARTNERS | P | $5,830,335 | $5,830,335 | $5,830,335 | |
| LP CAP. GAINS - PAR INVESTMENT PARTNERS | P | $419,469 | $419,469 | $419,469 | |
| LP CAP. GAINS - RIVA CAPITAL PARTNERS III | P | $774,174 | $774,174 | $774,174 | |
| LP CAP. GAINS - RIVA CAPITAL PARTNERS IV | P | $770,138 | $770,138 | $770,138 | |
| LP CAP. GAINS - RIVA CAPITAL PARTNERS V | P | $328,299 | $328,299 | $328,299 | |
| LP CAP. GAINS - RIVERSTONE G.E.P. FUND VI | P | $179,248 | $179,248 | $179,248 | |
| LP CAP. GAINS - SHEARWATER ONSHORE, LLC | P | $2,029,943 | $2,029,943 | $2,029,943 | |
| LP CAP. GAINS - RIVERSTONE G.E.P FUND VI | P | $8,078 | $8,078 | $8,078 | |
| LP CAP. GAINS - HIGHFIELDS CAPITAL IV | P | $2,667,165 | -$2,667,165 | -$2,667,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,668,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,778,339 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,778,339 | SubtotalAmt |
| Tax Based On Investment Income | $1,778,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,890,673 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,890,673 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,835 | EsPenaltyAmt |
| Overpayment | $107,499 | OverpaymentAmt |
| Applied To ES Tax | $107,499 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.one8.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA SIKORSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572026225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 HUNTINGTON AVENUE SUITE 1500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHON JACOBSON | ||||||||
| 177 HUNTINGTON AVENUE | BOSTON | MA | 02115 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| JOANNA JACOBSON | ||||||||
| 177 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PRESIDENT AND TRUSTEE | 40.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| VANESSA LIPSCHITZ | ||||||||
| 177 HUNTINGTON AVENUE 1500 | BOSTON | MA | 02115 | DIRECTOR, EDUCATION | 40.0 | $357,992 | $31,265 | $4,200 |
| KARYN COHEN | ||||||||
| 177 HUNTINGTON AVENUE 1500 | BOSTON | MA | 02115 | DIR., JEWISH L&I | 40.0 | $288,484 | $29,371 | $4,200 |
| KATHERINE SKRIVAN | ||||||||
| 177 HUNTINGTON AVENUE 1500 | BOSTON | MA | 02115 | DIR., MASS STEM HUB | 40.0 | $204,617 | $7,482 | $4,200 |
| ANNA SIKORSKY | ||||||||
| 177 HUNTINGTON AVENUE 1500 | BOSTON | MA | 02115 | DIR., OPS. & ADMIN. | 36.0 | $202,211 | $26,782 | $4,200 |
| ASHWIN RAJENDRA | ||||||||
| 177 HUNTINGTON AVENUE 1500 | BOSTON | MA | 02115 | SR. PORTFOLIO MGR. | 40.0 | $199,785 | $7,743 | $2,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGHSAGE Ventures LLC | |||||
| 200 CLARENDON ST 59th floor | BOSTON | MA | 02116 | INVSTMT MANAGEMENT | $1,287,132 |
| IPSOS INSIGHT LLC | |||||
| 301 Merritt 7 4TH FLOOR | NORWALK | CT | 06851 | RESEARCH | $163,100 |
| CASNER & EDWARDS LLP | |||||
| 303 Congress STREET 1104 | BOSTON | MA | 02210 | LEGAL SERVICES | $65,434 |
| LAPOVSKY CONSULTING | |||||
| 1281 Gulf of Mexico DrIVE | LONGBOAT KEY | FL | 34228 | RESEARCH | $65,000 |
| BEACON HILL STAFFING GROUP LLC | |||||
| PO Box 846193 | BOSTON | MA | 02284 | STAFFING SERVICES | $51,924 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION ATTACHMENT | Description1Txt |
| Expenses1 | $723,910 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,354,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,501,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $808,226,129 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $834,082,198 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $834,082,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,511,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $821,570,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,078,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,078,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,778,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,778,339 | TotalTaxAmt |
| Distributable Before Adj | $39,300,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,817 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,302,026 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,302,026 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,497,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $38,497,627 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,302,026 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $8,818,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,141,605 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,749,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,709,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,497,627 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,497,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $804,399 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $804,399 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,904,760 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $29,904,760 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,013,767 | ExcessFromYear3Amt |
| Excess From Year2 | $8,141,605 | ExcessFromYear2Amt |
| Excess From Year1 | $13,749,388 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHON JACOBSON | ContributingManagerNm |
| Contributing Manager | JOANNA JACOBSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (176 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 18Doors | ||||||||||||
| 190 North Main Street Suite 203 | Natick | MA | 01760 | NONE | PC | GLOBAL | $100,000 | |||||
| A Wider Bridge | ||||||||||||
| 1441 Broadway Suite 6149 | New York | NY | 10018 | NONE | PC | Community | $1,800 | |||||
| Israel-America Academic Exchange | ||||||||||||
| 8383 Wilshire Boulevard Suite 400 | Beverly Hills | CA | 90211 | NONE | PC | Global | $221,000 | |||||
| AJEEC-NISPED | ||||||||||||
| NONE | PC | GLOBAL | $50,000 | 5 Yehuda HaNahtom | Beer Sheva | IS | 8424921 | |||||
| Alma Del Mar Foundation | ||||||||||||
| 515 Belleville Avenue | New Bedford | MA | 02746 | NONE | PC | EDUCATION | $25,000 | |||||
| Amer Commit for the Weizmann Instit of Science | ||||||||||||
| 633 Third Avenue | New York | NY | 10017 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| Amer Friends of Jordan River Village Foundation | ||||||||||||
| 244 Madison Avenue Suite 482 | New York | NY | 10016 | NONE | PC | GLOBAL | $10,000 | |||||
| American Friends of Maoz-Seal Inc | ||||||||||||
| 7 Hawthorne Circle | Somersworth | NH | 03878 | NONE | PC | GLOBAL | $850,000 | |||||
| American Israel Education Foundation Inc | ||||||||||||
| 251 H Street NW | Washington | DC | 20001 | NONE | PC | GLOBAL | $2,000,000 | |||||
| American Jewish Joint Distribution Committee Inc | ||||||||||||
| 220 East 42nd Street Suite 400 | New York | NY | 10017 | NONE | PC | GLOBAL | $10,000 | |||||
| American Society for Yad Vashem Inc | ||||||||||||
| 500 5th Avenue 42nd Floor | New York | NY | 10110 | NONE | PC | GLOBAL | $40,000 | |||||
| Town of Amherst | ||||||||||||
| 4 Boltwood Avenue | Amherst | MA | 01002 | NONE | GOV | EDUCATION | $5,625 | |||||
| Amutat Hamovilim Lemada and Technology | ||||||||||||
| NONE | PC | GLOBAL | $25,000 | PO BOX 290 | TAMRA | IS | 30811 | |||||
| Anti-Defamation League | ||||||||||||
| 40 Court Street | Boston | MA | 02108 | NONE | PC | COMMUNITY | $600,000 | |||||
| WTIA Workforce Institute | ||||||||||||
| 8201 164th Ave NE Suite 200 | Redmond | WA | 98052 | NONE | PC | EDUCATION | $225,000 | |||||
| Associated Jewish Comm Federation of Baltimore | ||||||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 21201 | NONE | PC | COMMUNITY | $25,000 | |||||
| Attleboro Public Schools | ||||||||||||
| 100 Rathburn Willard Drive | Attleboro | MA | 02703 | NONE | GOV | EDUCATION | $32,100 | |||||
| Belchertown Public Schools | ||||||||||||
| 14 Maple Street | Belchertown | MA | 01007 | NONE | GOV | EDUCATION | $8,600 | |||||
| Belmont Hill School | ||||||||||||
| 350 Prospect | Belmont | MA | 02478 | NONE | PC | EDUCATION | $333,330 | |||||
| Bend the Arc | ||||||||||||
| 330 Seventh Ave Suite 1900 | New York | NY | 10001 | NONE | PC | COMMUNITY | $50,000 | |||||
| Beth Israel Deaconess Medical Center | ||||||||||||
| 330 Brookline Avenue | Boston | MA | 02215 | NONE | PC | Health & Human Services | $100,000 | |||||
| Big Brothers Big Sisters of Massachusetts Bay | ||||||||||||
| 184 High Street 3rd Floor | Boston | MA | 02110 | NONE | PC | Youth Development | $500,000 | |||||
| Boston College Trustees | ||||||||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | NONE | PC | EDUCATION | $806,000 | |||||
| Boston Collegiate Charter School Foundation Inc | ||||||||||||
| 215 Sydney Street | Dorchester | MA | 02125 | NONE | PC | EDUCATION | $32,050 | |||||
| Boston Crohn's and Colitis | ||||||||||||
| 29 Lochland Road | Hyde Park | MA | 02136 | NONE | PC | Health & Human Services | $500 | |||||
| Boston Foundation Inc | ||||||||||||
| 75 Arlington Street 3rd Floor | Boston | MA | 02116 | NONE | PC | Community | $25,000 | |||||
| Boston Health Care for the Homeless Program Inc | ||||||||||||
| 780 Albany Street | Boston | MA | 02118 | NONE | PC | Health & Human Services | $25,000 | |||||
| Boston Medical Center | ||||||||||||
| 801 Massachusetts Avenue 1st Floor | Boston | MA | 02118 | NONE | PC | Health & Human Services | $250,000 | |||||
| The Preparatory Foundation Inc | ||||||||||||
| 885 River Street | Hyde Park | MA | 02136 | NONE | PC | EDUCATION | $200,000 | |||||
| Boys & Girls Clubs of Boston | ||||||||||||
| 200 High Street 3rd Floor | Boston | MA | 02110 | NONE | PC | Youth Development | $1,000 | |||||
| Braingain Israel Inc | ||||||||||||
| 1068 Fulton Street Apt 5A | Brooklyn | NY | 11238 | NONE | PC | GLOBAL | $10,000 | |||||
| Brigham and Women's Hospital Inc | ||||||||||||
| 75 Francis Street | Boston | MA | 02115 | NONE | PC | Health & Human Services | $300,000 | |||||
| Brooke School Foundation | ||||||||||||
| 190 Cummins Highway | Roslindale | MA | 02131 | NONE | PC | EDUCATION | $300,000 | |||||
| Brothers for Life | ||||||||||||
| 270 South Hanford Street Suite 207 | Seattle | WA | 98134 | NONE | PC | GLOBAL | $75,000 | |||||
| Buck Institute for Education | ||||||||||||
| 3 Hamilton Landing Suite 220 | Novato | CA | 94949 | NONE | PC | EDUCATION | $340,000 | |||||
| Burlington Public Schools | ||||||||||||
| 123 Cambridge Street | Burlington | MA | 01803 | NONE | GOV | EDUCATION | $16,050 | |||||
| Business Executives for National Security | ||||||||||||
| 1030 15th Street NW Suite 200 East | Washington | DC | 20005 | NONE | PC | COMMUNITY | $25,000 | |||||
| California Institute of the Arts | ||||||||||||
| 24700 McBean Parkway | Valencia | CA | 91355 | NONE | PC | COMMUNITY | $500 | |||||
| Cape Cod Foundation Inc | ||||||||||||
| 261 Whites Path Unit 2 | South Yarmouth | MA | 02664 | NONE | PC | COMMUNITY | $50,000 | |||||
| Catholic Schools Foundation | ||||||||||||
| 67 Batterymarch Street 6th Floor | Boston | MA | 02110 | NONE | PC | EDUCATION | $25,000 | |||||
| Children's Hospital Corporation | ||||||||||||
| 401 Park Drive Suite 602 | Boston | MA | 02215 | NONE | PC | Health & Human Services | $100,000 | |||||
| City of Fitchburg | ||||||||||||
| 376 South Street | Fitchburg | MA | 01420 | NONE | GOV | EDUCATION | $28,525 | |||||
| Coaching for Change Inc | ||||||||||||
| 427 Winthrop Street Unit A | Taunton | MA | 02780 | NONE | PC | Youth Development | $10,000 | |||||
| Combined Jewish Philanthropies | ||||||||||||
| 126 High Street | Boston | MA | 02110 | NONE | PC | COMMUNITY | $1,500,000 | |||||
| Combined Jewish Philanthropies Donor Advised Fund | ||||||||||||
| 126 High Street | Boston | MA | 02110 | NONE | PC | COMMUNITY | $3,000,000 | |||||
| Community Foundation for Nantucket | ||||||||||||
| PO Box 204 | Nantucket | MA | 02554 | NONE | PC | COMMUNITY | $10,000 | |||||
| Community Foundation of Western Massachusetts | ||||||||||||
| 333 Bridge Street | Springfield | MA | 01103 | NONE | PC | COMMUNITY | $50,000 | |||||
| Community Initiatives | ||||||||||||
| 1000 Broadway Suite 480 | Oakland | CA | 64607 | NONE | PC | EDUCATION | $15,000 | |||||
| Community Servings Inc | ||||||||||||
| 18 Marbury Terrace | Jamaica Plain | MA | 02130 | NONE | PC | COMMUNITY | $36,000 | |||||
| Compass Working Capital | ||||||||||||
| 89 South Street Suite 804 | Boston | MA | 02111 | NONE | PC | COMMUNITY | $50,000 | |||||
| Cradles to Crayons | ||||||||||||
| 155 North Beacon Street | Brighton | MA | 02135 | NONE | PC | COMMUNITY | $10,000 | |||||
| Crossroads for Kids | ||||||||||||
| 119 Myrtle Street | Duxbury | MA | 02332 | NONE | PC | COMMUNITY | $10,000 | |||||
| Cystic Fibrosis Foundation | ||||||||||||
| 220 North Main Street Suite 104 | Natick | MA | 01760 | NONE | PC | Health & Human Services | $10,000 | |||||
| University of Texas Foundation | ||||||||||||
| 3925 W Braker Lane Suite 3801 | Austin | TX | 78759 | NONE | PC | Education | $17,000 | |||||
| Dana-Farber Cancer Institute | ||||||||||||
| PO Box 849168 | Boston | MA | 02284 | NONE | PC | Health & Human Services | $50,000 | |||||
| Dedham Public Schools | ||||||||||||
| 100 Whiting Avenue | Dedham | MA | 02026 | NONE | GOV | EDUCATION | $12,450 | |||||
| Policy Impact | ||||||||||||
| 1107 9th Street Suite 500 | Sacramento | CA | 95814 | NONE | PC | Community | $5,000 | |||||
| Dracut Public Schools | ||||||||||||
| 2063 Lakeview Avenue | Dracut | MA | 01826 | NONE | GOV | EDUCATION | $23,250 | |||||
| East Longmeadow Public Schools | ||||||||||||
| 180 Maple Street | East Longmeadow | MA | 01028 | NONE | GOV | EDUCATION | $17,400 | |||||
| Esplanade Association | ||||||||||||
| 376 Boylston Street Suite 503 | Boston | MA | 02116 | NONE | PC | COMMUNITY | $15,000 | |||||
| Evans Scholars Foundation | ||||||||||||
| 2501 Patriot Boulevard | Glenview | IL | 60026 | NONE | PC | Youth Development | $100,000 | |||||
| Facing History and Ourselves | ||||||||||||
| 16 Hurd Road | Brookline | MA | 02445 | NONE | PC | EDUCATION | $25,000 | |||||
| Fall River Public Schools | ||||||||||||
| 417 Rock Street | Fall River | MA | 02720 | NONE | GOV | EDUCATION | $74,375 | |||||
| Foster America | ||||||||||||
| PO Box 29907 | San Francisco | CA | 94129 | NONE | PC | Health & Human Services | $25,000 | |||||
| Foundation for the Defense of Democracies Inc | ||||||||||||
| PO Box 33249 | Washington | DC | 20033 | NONE | PC | GLOBAL | $100,000 | |||||
| Friends of Ethiopian Jews Inc | ||||||||||||
| PO Box 960059 | Boston | MA | 02196 | NONE | PC | GLOBAL | $100,000 | |||||
| Friends of Excel Academy | ||||||||||||
| 58 Moore Street | East Boston | MA | 02128 | NONE | PC | EDUCATION | $50,000 | |||||
| Friends of Veritas Preparatory Charter School Inc | ||||||||||||
| 370 Pine Street | Springfield | MA | 01105 | NONE | PC | EDUCATION | $52,000 | |||||
| Georgetown University | ||||||||||||
| Gift Processing Department Number | Washington | DC | 20073 | NONE | PC | EDUCATION | $30,000 | |||||
| Gilman School | ||||||||||||
| 5407 Roland Avenue | Baltimore | MD | 21210 | NONE | PC | EDUCATION | $125,000 | |||||
| Harold Grinspoon Foundation | ||||||||||||
| 67 Hunt Street Suite 100 | Agawam | MA | 01001 | NONE | SO I | COMMUNITY | $200,000 | |||||
| President and Fellows of Harvard College | ||||||||||||
| Soldiers Field Teele Hall Develop | Boston | MA | 02163 | NONE | PC | EDUCATION | $50,000 | |||||
| Harvard Graduate School of Education | ||||||||||||
| 13 Appian Way Longfellow G003 | Cambridge | MA | 02138 | NONE | PC | EDUCATION | $14,370 | |||||
| Hasoub | ||||||||||||
| NONE | PC | GLOBAL | $50,000 | PO BOX 399 | Kfar Kara | IS | 3007500 | |||||
| Hebrew Seniorlife Inc | ||||||||||||
| 1200 Centre Street | Boston | MA | 02131 | NONE | PC | COMMUNITY | $25,000 | |||||
| Hillel The Foundation for Jewish Campus Life | ||||||||||||
| 800 8th Street NW | Washington | DC | 20001 | NONE | PC | COMMUNITY | $100,000 | |||||
| Honeymoon Israel Foundation Inc | ||||||||||||
| 1417 Mayson Street NE | Atlanta | GA | 30324 | NONE | PC | COMMUNITY | $3,000,000 | |||||
| Horizons for Homeless Children Inc | ||||||||||||
| 1705 Columbus Avenue | Roxbury | MA | 02119 | NONE | PC | COMMUNITY | $25,000 | |||||
| ImpactIsrael INC | ||||||||||||
| 4340 East-West Highway Suite 202 | Bethesda | MD | 20814 | NONE | PC | GLOBAL | $150,000 | |||||
| Jewish Community Relations Council of SF | ||||||||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | NONE | PC | COMMUNITY | $75,000 | |||||
| Israel on Campus Coalition | ||||||||||||
| 734 15th Street NW Suite 600 | Washington | DC | 20005 | NONE | PC | GLOBAL | $300,000 | |||||
| Israeli-American Council | ||||||||||||
| 5900 Canoga Avenue Suite 390 | Woodland | CA | 91367 | NONE | PC | GLOBAL | $50,000 | |||||
| Jewish Community Center of Greater Boston Inc | ||||||||||||
| 333 Nahanton Street | Newton | MA | 02459 | NONE | PC | COMMUNITY | $10,000 | |||||
| Jewish Comm Relations Council of Greater Boston | ||||||||||||
| 126 High Street | Boston | MA | 02110 | NONE | PC | COMMUNITY | $170,000 | |||||
| Jewish Agency for Israel-North American Council | ||||||||||||
| 633 3rd Avenue 21st Floor Suite C | New York | NY | 10017 | NONE | PC | GLOBAL | $250,000 | |||||
| Jewish Big Brother-Sister Association of Boston | ||||||||||||
| 333 Nahanton Street | Newton | MA | 02459 | NONE | PC | COMMUNITY | $10,000 | |||||
| Jewish Community Foundation of San Diego | ||||||||||||
| 4950 Murphy Canyon Road | San Diego | CA | 92123 | NONE | PC | COMMUNITY | $25,000 | |||||
| Jewish Family & Childrens Service | ||||||||||||
| 1430 Main Street | Waltham | MA | 02451 | NONE | PC | COMMUNITY | $25,000 | |||||
| Jewish Funder's Network | ||||||||||||
| NONE | PC | COMMUNITY | $605,325 | 7 Avital Street | Tel Aviv | IS | 67635 | |||||
| Jewish Institute for National Security of America | ||||||||||||
| 1101 14th Street NW Suite 1030 | Washington | DC | 20005 | NONE | PC | GLOBAL | $500,000 | |||||
| Jewish Vocational Service Inc | ||||||||||||
| 75 Federal Street 3rd Floor | Boston | MA | 02110 | NONE | PC | COMMUNITY | $50,000 | |||||
| Jupiter Medical Center Foundation Inc | ||||||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | NONE | PC | Health & Human Services | $50,000 | |||||
| KIPP Massachusetts | ||||||||||||
| 90 High Rock Street | Lynn | MA | 01902 | NONE | PC | Education | $50,000 | |||||
| Leading Edge Alliance Inc | ||||||||||||
| 85 Broad Street 16th Floor | New York | NY | 10004 | NONE | PC | COMMUNITY | $100,000 | |||||
| Life After Hate | ||||||||||||
| 11933 W Burleigh Street Suite 100 | Wauwatosa | WI | 53222 | NONE | PC | COMMUNITY | $46,000 | |||||
| Marine Corps Scholarship Foundation Inc | ||||||||||||
| 909 N Washington St Ste 400 | Alexandria | VA | 22314 | NONE | PC | EDUCATION | $50,000 | |||||
| Marlborough Public Schools | ||||||||||||
| 25 Union Street Attn Karen Rundle | Marlborough | MA | 01752 | NONE | GOV | EDUCATION | $17,800 | |||||
| Massachusetts General Hospital | ||||||||||||
| 125 Nashua Street Development Offi | Boston | MA | 02114 | NONE | PC | Health & Human Services | $50,000 | |||||
| Massachusetts Wonderfund Inc | ||||||||||||
| 600 Washington Street 6th Floor | Boston | MA | 02111 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| Matan - Investing in the Community | ||||||||||||
| 8383 Wilshire Boulevard Suite 400 | Beverly Hills | CA | 90211 | NONE | PC | GLOBAL | $400,000 | |||||
| The Match Foundation Inc | ||||||||||||
| 215 Forest Hills Street | Boston | MA | 02130 | NONE | GOV | EDUCATION | $7,050 | |||||
| MIND Research Institute | ||||||||||||
| 5281 California Avenue Suite 300 | Irvine | CA | 92617 | NONE | PC | EDUCATION | $2,148,000 | |||||
| Moishe House | ||||||||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | NONE | PC | COMMUNITY | $100,000 | |||||
| More Than Words | ||||||||||||
| 376 Moody Street | Waltham | MA | 02453 | NONE | PC | Youth Development | $20,000 | |||||
| NAACP Boston | ||||||||||||
| 330 Martin Luther King Boulevard | Roxbury | MA | 02119 | NONE | PC | COMMUNITY | $10,000 | |||||
| Nantucket Cottage Hospital Foundation | ||||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | NONE | PC | Health & Human Services | $25,000 | |||||
| Nantucket Golf Club Foundation Inc | ||||||||||||
| 250 Milestone Road PO Box 313 | Siasconset | MA | 02564 | NONE | PC | COMMUNITY | $250,000 | |||||
| Nantucket Police Charitable Association | ||||||||||||
| 4 Fairgrounds Rd | Nantucket | MA | 02554 | NONE | PC | COMMUNITY | $5,000 | |||||
| Nantucket Public Schools | ||||||||||||
| 10 Surfside Road | Nantucket | MA | 02554 | NONE | GOV | EDUCATION | $12,450 | |||||
| Nashoba Learning Group Inc | ||||||||||||
| 10 Oak Park Drive | Bedford | MA | 01730 | NONE | PC | COMMUNITY | $10,000 | |||||
| National Black Empowerment Council | ||||||||||||
| 976 Brady Ave | Atlanta | GA | 30318 | NONE | PC | COMMUNITY | $26,800 | |||||
| New England Aquarium Corporation | ||||||||||||
| 1 Central Wharf Development Depart | Boston | MA | 02110 | NONE | PC | COMMUNITY | $200,000 | |||||
| New Orleans Lympho-Maniac Cancer Fund Inc | ||||||||||||
| 126 Brockenbraugh Court | Metairie | LA | 70005 | NONE | PC | Health & Human Services | $10,000 | |||||
| New Venture Fund | ||||||||||||
| 1201 Connecticut Avenue Suite 300 | Washington | DC | 20036 | NONE | PC | COMMUNITY | $25,000 | |||||
| North Andover Public Schools | ||||||||||||
| 566 Main Street | North Andover | MA | 01845 | NONE | GOV | EDUCATION | $2,000 | |||||
| NYU Langone Health | ||||||||||||
| 223 E 34th Street | New York | NY | 10016 | NONE | PC | Health & Human Services | $500,000 | |||||
| NYU Langone Health | ||||||||||||
| 223 E 34th Street | New York | NY | 10016 | NONE | PC | Education | $200,000 | |||||
| OneGoal | ||||||||||||
| 180 N Wabash Suite 800 | Chicago | IL | 60601 | NONE | PC | EDUCATION | $250,000 | |||||
| Pan Massachusetts Challenge | ||||||||||||
| 77 4th Avenue | Needham | MA | 02494 | NONE | PC | COMMUNITY | $50,000 | |||||
| Pelham Public Schools | ||||||||||||
| 170 Chestnut Street Business Offic | Amherst | MA | 01002 | NONE | GOV | EDUCATION | $1,875 | |||||
| Pembroke Public Schools | ||||||||||||
| 72 Pilgrim Road | Pembroke | MA | 02359 | NONE | GOV | EDUCATION | $8,600 | |||||
| Philanthropy MASSACHUSETTS | ||||||||||||
| 133 Federal Street Suite 802 | Boston | MA | 02110 | NONE | PC | COMMUNITY | $1,750 | |||||
| Phoenix Charter Academy Foundation | ||||||||||||
| 200 Portland Street 4th Floor | Boston | MA | 02114 | NONE | PC | EDUCATION | $25,000 | |||||
| Pine Street Inn | ||||||||||||
| 444 Harrison Avenue | Boston | MA | 02118 | NONE | PC | COMMUNITY | $75,000 | |||||
| Planned Parenthood League of Massachusetts Inc | ||||||||||||
| 1055 Commonwealth Avenue | Boston | MA | 02215 | NONE | PC | Health & Human Services | $25,000 | |||||
| Project ALS Inc | ||||||||||||
| 801 Riverside Drive Suite 6G | New York | NY | 10032 | NONE | PC | Health & Human Services | $10,000 | |||||
| Project Hope | ||||||||||||
| 550 Dudley Street | Roxbury | MA | 02119 | NONE | PC | COMMUNITY | $10,000 | |||||
| Project Lead the Way Inc | ||||||||||||
| 3939 Priority Way South Drive Suit | Indianapolis | IN | 46240 | NONE | PC | EDUCATION | $1,329,330 | |||||
| Randolph Public Schools | ||||||||||||
| 40 Highland Avenue | Randolph | MA | 02368 | NONE | GOV | EDUCATION | $14,250 | |||||
| Rian Immigrant Center | ||||||||||||
| 1 State Street 8th Floor | Boston | MA | 02109 | NONE | PC | COMMUNITY | $75,000 | |||||
| Roca Inc | ||||||||||||
| 101 Park Street | Chelsea | MA | 02150 | NONE | PC | Youth Development | $20,000 | |||||
| Ron Burton Training Village Inc | ||||||||||||
| PO Box 2 | Hubbardston | MA | 01452 | NONE | PC | GLOBAL | $50,000 | |||||
| Rosie's Place Inc | ||||||||||||
| 889 Harrison Avenue | Boston | MA | 02118 | NONE | PC | COMMUNITY | $150,000 | |||||
| Shabbat Project Inc | ||||||||||||
| 79 Madison Avenue 2nd Floor | New York | NY | 10016 | NONE | PC | COMMUNITY | $75,000 | |||||
| The Shalem Foundation | ||||||||||||
| 845 Third Avenue 6th Floor | New York | NY | 10022 | NONE | PC | EDUCATION | $25,000 | |||||
| Social Finance Inc | ||||||||||||
| 2 Atlantic Avenue 5th Floor | Boston | MA | 02110 | NONE | PC | EDUCATION | $100,000 | |||||
| Southbridge Public Schools | ||||||||||||
| 132 Torrey Road | Southbridge | MA | 01550 | NONE | GOV | EDUCATION | $2,000 | |||||
| Southcoast Community Foundation | ||||||||||||
| 128 Union St Suite 403 | New Bedford | MA | 02740 | NONE | PC | COMMUNITY | $50,000 | |||||
| Spaulding Research Institute | ||||||||||||
| 300 First Ave | Charlestown | MA | 02129 | NONE | PC | Health & Human Services | $150,000 | |||||
| Springfield Public Schools | ||||||||||||
| 1550 Main Street | Springfield | MA | 01103 | NONE | GOV | Education | $7,050 | |||||
| Stacy Middle School | ||||||||||||
| 31 West Fountain Street | Milford | MA | 01757 | NONE | GOV | Education | $17,850 | |||||
| Steppingstone Foundation | ||||||||||||
| One Appleton Street 4th Floor | Boston | MA | 02116 | NONE | PC | Education | $150,000 | |||||
| Success Academy Charter Schools Inc | ||||||||||||
| 95 Pine Street 6th Floor | New York | NY | 10005 | NONE | PC | Education | $50,000 | |||||
| Summer Search Boston | ||||||||||||
| 3840 Washington Street Suite 2 | Jamaica Plain | MA | 02130 | NONE | PC | Youth Development | $250,000 | |||||
| Taunton Public schools | ||||||||||||
| 215 Harris Street | Taunton | MA | 02780 | NONE | GOV | Education | $42,150 | |||||
| Teach for America Inc | ||||||||||||
| 60 Canal Street 3rd and 5th Floors | Boston | MA | 02114 | NONE | PC | EDUCATION | $50,000 | |||||
| The Teacher Collaborative Inc | ||||||||||||
| PO Box 441645 | Somerville | MA | 02144 | NONE | PC | EDUCATION | $10,000 | |||||
| Team IMPACT | ||||||||||||
| 500 Victory Road Floor 4 | Quincy | MA | 02171 | NONE | PC | COMMUNITY | $50,000 | |||||
| Temple Shir Tikva | ||||||||||||
| 141 Boston Post Road | Wayland | MA | 01778 | NONE | PC | community | $36,000 | |||||
| The Greater Boston Food Bank Inc | ||||||||||||
| 70 South Bay Avenue | Boston | MA | 02118 | NONE | PC | COMMUNITY | $150,000 | |||||
| The Israel Institute | ||||||||||||
| 1100 New Jersey Ave SE Ste 2115 | Washington | DC | 20003 | NONE | PC | GLOBAL | $100,000 | |||||
| The Mission Continues | ||||||||||||
| 1141 South 7th Street | St Louis | MO | 63104 | NONE | PC | COMMUNITY | $10,000 | |||||
| The Portland Trust | ||||||||||||
| NONE | PC | GLOBAL | $100,000 | 54 Portland Place | LONDON | UK | W1B 1DY | |||||
| The UCLA Foundation | ||||||||||||
| PO Box 7145 Donor Relations Offi | Pasadena | CA | 91109 | NONE | PC | Health & Human Services | $10,000 | |||||
| Thread Inc | ||||||||||||
| PO Box 1584 | Baltimore | MD | 21203 | NONE | PC | Youth Development | $1,000,000 | |||||
| Tides Center | ||||||||||||
| 1012 Torney Avenue | San Francisco | CA | 94129 | NONE | PC | COMMUNITY | $50,000 | |||||
| Times Up Foundation | ||||||||||||
| PO Box 33633 | Washington | DC | 20033 | NONE | PC | COMMUNITY | $91,385 | |||||
| Tovanot B'Hinuch | ||||||||||||
| NONE | PC | GLOBAL | $50,000 | POB 480 | LOD | IS | 71106 | |||||
| Tzohar | ||||||||||||
| NONE | PC | GLOBAL | $50,000 | 9 HaMelacha Street | LOD | IS | 7152015 | Jerusalem | ||||
| Union Capital Boston Inc | ||||||||||||
| 1542 Columbus Avenue | Roxbury | MA | 02119 | NONE | PC | EDUCATION | $40,000 | |||||
| Union for Reform Judaism | ||||||||||||
| 633 Third Avenue 7th Floor | New York | NY | 10017 | NONE | PC | COMMUNITY | $50,000 | |||||
| University of Massachusetts Foundation Inc | ||||||||||||
| 1 Perkins Street | Lowell | MA | 01854 | NONE | PC | EDUCATION | $14,200 | |||||
| UP Education Network Inc | ||||||||||||
| 90 Canal Street Suite 600 | Boston | MA | 02114 | NONE | PC | EDUCATION | $933,200 | |||||
| Up Together | ||||||||||||
| 1201 Martin Luther King Jr Way Sui | Oakland | CA | 94612 | NONE | PC | COMMUNITY | $10,000 | |||||
| United Teen Equality Center Inc | ||||||||||||
| PO Box 7066 | Lowell | MA | 01852 | NONE | PC | Youth Development | $25,000 | |||||
| Town of Uxbridge Public Schools | ||||||||||||
| 9 N Main Street Attn Judi Lanoue | Uxbridge | MA | 01569 | NONE | GOV | EDUCATION | $15,150 | |||||
| Vibe Israel USA | ||||||||||||
| 101 Hudson Street | Jersey City | NJ | 07302 | NONE | PC | GLOBAL | $50,000 | |||||
| Washington Institute for Near East Policy | ||||||||||||
| 1111 19th Street NW Suite 500 | Washington | DC | 20036 | NONE | PC | GLOBAL | $100,000 | |||||
| Western States Center | ||||||||||||
| PO Box 40305 | Portland | OR | 97240 | NONE | PC | COMMUNITY | $150,000 | |||||
| Westfield Public Schools | ||||||||||||
| 59 Court Street Room 102 | Westfield | MA | 01085 | NONE | GOV | EDUCATION | $31,350 | |||||
| Weymouth Public Schools | ||||||||||||
| 111 Middle Street | Weymouth | MA | 02189 | NONE | GOV | EDUCATION | $24,750 | |||||
| Worcester Polytechnic Institute | ||||||||||||
| 100 Institute Road | Worcester | MA | 01609 | NONE | PC | EDUCATION | $251,600 | |||||
| Yad Eliezer | ||||||||||||
| 410 Glenn Rd | Jackson | NJ | 08527 | NONE | PC | GLOBAL | $1,800 | |||||
| Year Up Inc | ||||||||||||
| 45 Milk Street 9th Floor | Boston | MA | 02109 | NONE | PC | Youth Development | $3,000,000 | |||||
| YMCA of Greater Boston Inc | ||||||||||||
| 316 Huntington Avenue | Boston | MA | 02115 | NONE | PC | COMMUNITY | $25,000 | |||||
| Youth Villages Massachusetts | ||||||||||||
| 400 Cummings Park Drive Suite 5200 | Woburn | MA | 01801 | NONE | PC | Health & Human Services | $502,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,441,140 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $267,847 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,025,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 01 | $2,745 | ||
| OTHER INVESTMENT INCOME | 14 | -$625,145 | 901101 | $628,683 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $896,530 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,403,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,299,718 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JONATHON AND JOANNA JACOBSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 HUNTINGTON AVENUE NO 1500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,928,983 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 466,670 SHARES OF MGM RESORTS INTERNATIONAL STOCK | NoncashPropertyDesc |
| Fair Market Value | $20,928,983 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP. FEES | CategoryTxt |
| Amt | $51,448 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $51,448 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|
| OFFICE EQ./FURNIT. | 2020-12-31 | $354,621 | $165,699 |
| LEASEHOLD IMPROVS. | 2020-12-31 | $132,777 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Part VIII-A, Line 1 - SUMMARY OF Direct Charitable Activities | Part VIII-A, Line 1 - SUMMARY OF Direct Charitable Activities | MASS STEM HUB IS A PROGRAM OF ONE8 FOUNDATION WITH THE MISSION TO PROVIDE SCHOOLS WITH DEEPLY SUPPORTED ACCESS TO HIGH QUALITY SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) IN SCHOOL PROGRAMMING THAT ENGAGES STUDENTS AND DEVELOPS 21ST CENTURY SKILLS. MASS STEM HUB PROVIDES SUPPORT AND TRAINING TO TEACHERS AND SCHOOLS AND CREATES AND MANAGES STUDENT STEM EVENTS FOR SCHOOLS IN THE COMMONWEALTH. |
| Part XIV, Line 3a - Grants to Foreign Organizations | Part XIV, Line 3a - Grants to Foreign Organizations | One8 Foundation issued grants to the foreign grantees listed below. The Foundation Status of Recipient of the foreign grant recipients is reported on Part XIV, Line 3 as "PC" as an equivalency determination was obtained for each organization. - AJEEC-NISPED - Amutat Hamovilim Lemada and Technology - HASOUB - MATAN - THE PORTLAND TRUST - TOVANOT B'HINUCH - TZOHAR |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADDEPAR INC. B COMMON SHS | $443,388 | $4,698,115 |
| ADDEPAR INC. SERIES E PFD | $2,056,612 | $4,485,875 |
| AFRESH TECHNOLOGIES INC. A-1 | $749,998 | $1,347,696 |
| AFRESH TECHNOLOGIES INC. A-2 | $1,374,998 | $1,374,996 |
| CRIMSON CONSULTING SERIES D | $48,302 | $64,602 |
| MARK43 SERIES C EXT PREFERRED | $1,250,000 | $6,132,843 |
| MARK43 SERIES D PREFERRED | $2,500,000 | $10,110,324 |
| MARK43 SERIES E PREFERRED | $3,750,005 | $3,749,846 |
| RENTAL BEAST, INC. CON. PRMSY. | $125,000 | $125,000 |
| RENTAL BEAST, INC. SRS A-3 PFD | $750,000 | $750,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,857,117 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,857,117 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RISE-UP MOMENTS LTD. SRS B ORD | AT COST | $1,749,995 | $2,169,207 |
| 10D FUND I L.P. | AT COST | $1,288,554 | $1,645,589 |
| 10D STW SPV LTD PARTNERSHIP | AT COST | $530,865 | $523,514 |
| 22C CAPITAL I-A L.P. | AT COST | $0 | $1,722,827 |
| AFRESH TECHNOLOGIES INC. | AT COST | $625,000 | $625,000 |
| ABRAMS CAPITAL PARTNERS II | AT COST | $16,835,568 | $20,586,784 |
| DENHAM COMMODITY PRTNS FD V LP | AT COST | $426,355 | $696,954 |
| DENHAM IV CONTINUATION FUND LP | AT COST | $851,946 | $961,138 |
| FIMI OPPORTUNITY 6 LP | AT COST | $7,427,835 | $13,634,000 |
| FIMI OPPORTUNITY FUND V LP | AT COST | $3,185,216 | $9,476,000 |
| KENSICO PARTNERS LP | AT COST | $20,172,850 | $25,245,865 |
| MAGMA VENTURE CAPITAL III LP | AT COST | $0 | $4,057,150 |
| MAGMA VENTURE CAPITAL IV LP | AT COST | $2,362,589 | $6,520,090 |
| NEW ERA CAPITAL PARTNERS LP | AT COST | $0 | $52,977,657 |
| PAR INVESTMENT PARTNERS LP | AT COST | $4,533,846 | $7,580,275 |
| RIVA CAPITAL PARTNERS II LP | AT COST | $172,863 | $130,811 |
| RIVA CAPITAL PARTNERS III LP | AT COST | $700,556 | $2,010,186 |
| RIVA CAPITAL PARTNERS IV LP | AT COST | $9,687,796 | $16,395,641 |
| RIVA CAPITAL PARTNERS V LP | AT COST | $8,742,482 | $12,518,591 |
| RIVERSTONE GLBL ENG &PWR FD VI | AT COST | $4,727,625 | $6,856,711 |
| SHEARWATER ONSHORE LLC | AT COST | $8,146,633 | $10,953,668 |
| WESTCAP STRATEGIC OPERATOR | AT COST | $4,136,416 | $16,705,360 |
| WINSTON ASIA FUND LTD. | AT COST | $4,000,000 | $5,323,693 |
| KWIDNET HOLDINGS LLC | AT COST | $334,434,869 | $664,003,756 |
| CRIMSON CONSULTING LTD | AT COST | $2,375,034 | $5,628,708 |
| HIGHFIELDS CAPITAL IV L.P. | AT COST | $0 | $0 |
| GULF COAST OPPORTUNITIES FD LP | AT COST | $0 | $0 |
| VALUEACT CAPITAL INT'L I, L.P. | AT COST | $0 | $0 |
| RIVERSTONE G.E.P FD VI CAYMAN | AT COST | $747,291 | $747,291 |
| HUTENSKY CAPITAL REIT I | AT COST | $0 | $250,362 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQ./FURNIT. | $354,621 | $165,699 | $188,922 |
| LEASEHOLD IMPROVS. | $132,777 | $0 | $132,777 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $89,824 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $89,824 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL TAXES | $187,586 | $187,586 | $187,586 |
| STATE TAX RECEIVABLE | $52,537 | $41,578 | $41,578 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $15,109 | $0 | $0 | $15,109 |
| TECHNOLOGY & EQUIPMENT | $118,478 | $0 | $0 | $118,478 |
| OFFICE EXPENSES | $41,436 | $0 | $0 | $41,436 |
| MARKETING | $16,467 | $0 | $0 | $16,467 |
| ANNUAL FILING FEE | $1,000 | $0 | $0 | $1,000 |
| STATE FILING FEE | $1,000 | $0 | $0 | $1,000 |
| EVENTS | $12,002 | $0 | $0 | $12,002 |
| TELEPHONE | $11,781 | $0 | $0 | $11,781 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $928 | $0 | $0 |
| RECOVERY OF PRIOR YEAR GRANTS | $1,817 | $0 | $0 |
| miscellaneous investment income | $3,538 | -$5,547,120 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $0 | $19,546 |
| PAYROLL LIABILITIES | $0 | $4,616 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,287,132 | $1,287,132 | $0 | $0 |
| RESEARCH | $294,461 | $0 | $0 | $294,461 |
| CONSULTING | $221,375 | $0 | $0 | $221,375 |
| MEMBERSHIP DUES | $96,040 | $0 | $0 | $96,040 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,449,477 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWIDNET HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON ST 59TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844785144 | EIN |
| Desc | DIVIDENDS & DISTRIBUTIONS - NOT AN EXCESS BUSINESS HOLDING | Desc |
| Amt | $38,160,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,160,000 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWIDNET HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET 59TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844785144 | EIN |
| Desc | CAPITAL CONTRIBUTED - NOT AN EXCESS BUSINESS HOLDING | Desc |
| Amt | $34,655,476 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,655,476 | TotalAmt |