ONE8 FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ONE8 FOUNDATION (EIN 04-6836735)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349102068
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:07:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042206126 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPHAEL AND RAPHAEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 THORNDIKE STREET SUITE 5001 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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) |
|---|---|---|
| Business Name Control | ONE8 | BusinessNameControlTxt |
| Phone | 8572026250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 HUNTINGTON AVENUE NO 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 AND TRUSTEE | PersonTitleTxt |
| Phone | 8572026250 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 | GARRY T NICHOL | PreparerPersonNm |
| PTIN | P00697789 | PTIN |
| Phone | 6172101200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $721,465,951 | 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 | $13,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,274 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,274 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,387,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,190,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,890,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,398,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,818,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,279,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,010,447 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,272,722 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,272,722 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $456,409 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $456,409 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,911 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $55,911 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $94,015 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $94,015 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,064,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,347,817 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $716,543 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $816,104 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $811,183 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $287,622 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88,327 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $54,085 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $428,314 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $428,314 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $103,016 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $103,016 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,520 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,520 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,680,954 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,029,098 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $241,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,318,032 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,276,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,373,202 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,143,324 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,143,324 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,461,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,276,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,516,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,182,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,734,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,547,360 | CashBOYAmt |
| Cash EOY | $3,061,561 | CashEOYAmt |
| Cash EOYFMV | $3,061,561 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $75,170,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,859,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,859,766 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $224,182,195 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,352,712 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,352,712 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,669,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,749,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,926,161 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $177,497,155 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $453,178,493 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $684,704,229 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $487,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $165,699 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $375,784 | LandBOYAmt |
| Land EOY | $321,699 | LandEOYAmt |
| Land EOYFMV | $321,399 | LandEOYFMVAmt |
| Other Assets BOY | $526,615 | OtherAssetsBOYAmt |
| Other Assets EOY | $240,123 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $240,123 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $501,969,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $488,764,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $721,465,951 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $42,800 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,594 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $42,800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,594 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $501,926,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $488,744,756 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $501,926,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $488,744,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $501,969,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $488,764,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,926,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,182,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $488,744,756 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $488,744,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS FROM FLOW-THROUGH INVESTMENTS | P | 2019-12-31 | 2020-12-31 | $26,383,732 | $26,383,732 | $26,383,732 | |
| UBI CAPITAL GAINS FROM FLOW-THROUGH INVESTMENTS | P | 2019-12-31 | 2020-12-31 | $71,832 | $0 | $0 | $71,832 |
| DISTRIBUTIONS IN EXCESS OF BASIS --HUTENSKY | P | 2019-12-31 | 2020-12-31 | $26,858 | $26,858 | $26,858 | |
| OPTIONS HELD IN BROKERAGE ACCOUNTS | P | 2019-12-31 | 2020-12-31 | $2,761,796 | $2,761,796 | $2,761,796 | |
| PUBLICLY TRADED SECURITIES HELD IN BROKERAGE ACCOUNTS | P | 2019-12-31 | 2020-12-31 | -$14,354,097 | -$14,354,097 | $14,354,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,818,289 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $204,803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $204,803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $204,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $245,476 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $345,476 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $140,673 | OverpaymentAmt |
| Applied To ES Tax | $140,673 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ONE8.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572026250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 HUNTINGTON AVE SUITE 1500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| C/O ONE8 FOUNDATION 177 HUNTINGTON | AVENUE FLOOR 15 | BOSTON | MA | 02115 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JOANNA JACOBSON | |||||||||
| C/O ONE8 FOUNDATION 177 HUNTINGTON | AVENUE FLOOR 15 | BOSTON | MA | 02115 | PRESIDENT AND TRUSTEE | 40.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| VANESSA LIPSCHITZ | |||||||||
| C/O ONE8 FOUNDATION 177 HUNTINGTON | STE 1500 | BOSTON | MA | 02115 | DIRECTOR, EDUCATION | 40.00 | $265,660 | $26,910 | $4,200 |
| KARYN COHEN | |||||||||
| C/O ONE8 FOUNDATION 177 HUNTINGTON | STE 1500 | BOSTON | MA | 02115 | DIRECTOR, JEWISH LIF | 40.00 | $241,928 | $26,655 | $4,200 |
| KATHERINE SKRIVAN | |||||||||
| C/O ONE8 FOUNDATION 177 HUNTINGTON | STE 1500 | BOSTON | MA | 02115 | DIRECTOR, MA STEM HU | 40.00 | $193,631 | $7,445 | $4,200 |
| ASHWIN RAJENDRA | |||||||||
| C/O ONE8 FOUNDATION 177 HUNTINGTON | STE 1500 | BOSTON | MA | 02115 | SR. PORTFOLIO MANAGE | 40.00 | $183,980 | $7,946 | $960 |
| NADINE ABRAHAM | |||||||||
| C/O ONE8 FOUNDATION 177 HUNTINGTON | STE 1500 | BOSTON | MA | 02115 | PORTFOLIO MANAGER | 40.00 | $151,161 | $19,864 | $960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLARENDON GROUP | |||||
| 110 EAST 71ST STREET | NEW YORK | NY | 10021 | COMMUNICATIONS | $103,400 |
| RSM US LLP | |||||
| 80 CITY SQUARE | BOSTON | MA | 02129 | BOOKKEEPING SERVICES | $63,015 |
| ARKUS INC | |||||
| 10 TIMES SQUARE 6TH FLOOR | NEW YORK | NY | 10018 | TECHNOLOGY/DATABASE CONSULTING | $60,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MASS STEM HUB IS A PROGRAM OF THE 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. | Description1Txt |
| Expenses1 | $1,091,230 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,600,401 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,939,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $400,114,203 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $547,653,627 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $547,653,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,214,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $539,438,823 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,971,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,971,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $204,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $204,803 | TotalTaxAmt |
| Distributable Before Adj | $26,767,138 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,767,138 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,767,138 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,516,526 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $40,516,526 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,516,526 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,767,138 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,796,135 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,083,594 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,713,752 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,224,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,141,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,959,771 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,516,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,767,138 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,749,388 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,709,159 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $13,000,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,709,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,818,166 | ExcessFromYear2Amt |
| Excess From Year1 | $8,141,605 | ExcessFromYear1Amt |
| Excess From Current Year | $13,749,388 | ExcessFromCurrentYearAmt |
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 (151 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 | Address Line2RecipientUSAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 18DOORS | ||||||||||||
| PO BOX 428 | NEWTON | MA | 02464 | NONE | PC | COMMUNITY | $100,000 | |||||
| AFSNC INC | ||||||||||||
| 40 WEST 57TH STREET 26TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GLOBAL | $5,145 | |||||
| AJEEC-NISPED | ||||||||||||
| NONE | PC-(FOREIGN EQUIVALE | GLOBAL | $80,000 | 5 YEHUDA HANAHTOM | BEER SHEVA | IS | ||||||
| ALMA DEL MAR FOUNDATION INC | ||||||||||||
| 515 BELLEVILLE AVENUE | NEW BEDFORD | MA | 02746 | NONE | PC | EDUCATION | $25,000 | |||||
| ALS THERAPY DEVELOPMENT FOUNDATION INC | ||||||||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000 | |||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | ||||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATION | ||||||||||||
| 244 MADISON AVENUE SUITE 482 | NEW YORK | NY | 10016 | NONE | PC | GLOBAL | $10,000 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | PC | GLOBAL | $100,000 | |||||
| AMERICAN FRIENDS OF LIBI INC | ||||||||||||
| 45 BARTLETT CRESCENT ROAD | BROOKLINE | MA | 02446 | NONE | PC | GLOBAL | $25,000 | |||||
| AMERICAN FRIENDS OF MAOZ-SEAL INC | ||||||||||||
| 29 MERRILL ROAD | NEWTON | MA | 02459 | NONE | PC | GLOBAL | $1,522,468 | |||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY (AFTAU) | ||||||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | PC | GLOBAL | $350,000 | |||||
| AMERICAN FRIENDS OF YAHAD IN UNUM INC | ||||||||||||
| 25 W 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | NONE | PC | GLOBAL | $25,000 | |||||
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | ||||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GLOBAL | $1,300,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10117 | NONE | PC | GLOBAL | $210,000 | |||||
| AMERICAN SOCIETY FOR YAD VASHEM INC | ||||||||||||
| 500 5TH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | PC | GLOBAL | $40,000 | |||||
| AMUTAT HAMOVILIM LEMADA AND TECHNOLOGY | ||||||||||||
| NONE | PC-(FOREIGN EQUIVALE | GLOBAL | $25,000 | PO BOX 290 | TAMRA | IS | ||||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | NONE | PC | COMMUNITY | $180,000 | |||||
| ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC | ||||||||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PC | COMMUNITY | $25,000 | |||||
| BALTIMORE NEXT GENERATION INVESTING EVENT INC | ||||||||||||
| 35 WARRENTON ROAD | BALTIMORE | MD | 21210 | NONE | PC | COMMUNITY | $25,000 | |||||
| BELMONT HILL SCHOOL INC | ||||||||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | NONE | PC | EDUCATION | $333,335 | |||||
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | HEALTH & HUMAN SERVICES | $100,000 | |||||
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC | ||||||||||||
| 75 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | NONE | PC | YOUTH DEVELOPMENT | $500,000 | |||||
| BOSTON CHARITABLE TRUST FUND | ||||||||||||
| CITY OF BOSTON TREASURY DEPARTMENT | BOSTON | MA | 02201 | NONE | PC | COMMUNITY | $250,000 | ROOM M5 | ||||
| BOSTON COLLEGE TRUSTEES | ||||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | PC | EDUCATION | $19,000 | |||||
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC | ||||||||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02125 | NONE | PC | EDUCATION | $25,000 | |||||
| BOSTON FOUNDATION INC | ||||||||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | COMMUNITY | $1,925,000 | |||||
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | ||||||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| BOSTON MEDICAL CENTER CORPORATION | ||||||||||||
| 801 MASSACHUSETTS AVENUE 1ST FLOOR | BOSTON | MA | 02118 | NONE | PC | HEALTH & HUMAN SERVICES | $400,000 | |||||
| BOSTON UNIVERSITY HILLEL | ||||||||||||
| 213 BAY STATE ROAD | BOSTON | MA | 02215 | NONE | PC | COMMUNITY | $25,000 | |||||
| BOYS & GIRLS CLUBS OF BOSTON INC | ||||||||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | YOUTH DEVELOPMENT | $250,000 | |||||
| BRANDEIS UNIVERSITY | ||||||||||||
| 415 SOUTH STREET MS 100 | WALTHAM | MA | 02454 | NONE | PC | EDUCATION | $33,400 | |||||
| BRIDGE OVER TROUBLED WATERS INC | ||||||||||||
| 47 WEST STREET | BOSTON | MA | 02111 | NONE | PC | COMMUNITY | $25,000 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | HEALTH & HUMAN SERVICES | $672,000 | |||||
| BROOKE SCHOOL FOUNDATION | ||||||||||||
| 190 CUMMINS HIGHWAY | ROSLINDALE | MA | 02131 | NONE | PC | EDUCATION | $25,000 | |||||
| BROTHERS FOR LIFE | ||||||||||||
| 270 SOUTH HANFORD STREET SUITE 207 | SEATTLE | WA | 98134 | NONE | PC | GLOBAL | $50,000 | |||||
| BROWN UNIVERSITY OF PROVIDENCE | ||||||||||||
| 164 ANGELL STREET BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PC | EDUCATION | $291,550 | |||||
| BUCK INSTITUTE FOR EDUCATION | ||||||||||||
| 3 HAMILTON LANDING SUITE 220 | NOVATO | CA | 94949 | NONE | PC | EDUCATION | $510,000 | |||||
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | ||||||||||||
| 1030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | NONE | PC | COMMUNITY | $25,000 | |||||
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||||||||
| 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 MELROSE | ||||||||||||
| 572 MAIN STREET | MELROSE | MA | 02176 | NONE | GOV | COMMUNITY | $10,000 | |||||
| COACHING FOR CHANGE INC | ||||||||||||
| 75 AMORY STREET 3RD FLOOR | BOSTON | MA | 02119 | NONE | PC | YOUTH DEVELOPMENT | $10,000 | |||||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | COMMUNITY | $1,600,000 | |||||
| COMMUNITY FOUNDATION FOR NANTUCKET | ||||||||||||
| PO BOX 204 | NANTUCKET | MA | 02554 | NONE | PC | COMMUNITY | $25,000 | |||||
| COMMUNITY SERVINGS INC | ||||||||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PC | COMMUNITY | $36,000 | |||||
| CRADLES TO CRAYONS INC | ||||||||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | NONE | PC | COMMUNITY | $10,000 | |||||
| CROSSROADS FOR KIDS INC | ||||||||||||
| 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 | $25,000 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| DESIGN PLATFORM | ||||||||||||
| 5528 LOYOLA AVENUE | NEW ORLEANS | LA | 70115 | NONE | PC | COMMUNITY | $115,000 | |||||
| ESPLANADE ASSOCIATION INC | ||||||||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | NONE | PC | COMMUNITY | $15,000 | |||||
| EVANS SCHOLARS FOUNDATION | ||||||||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | NONE | PC | YOUTH DEVELOPMENT | $100,000 | |||||
| FACING HISTORY AND OURSELVES INC | ||||||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PC | EDUCATION | $25,000 | |||||
| FII - NATIONAL | ||||||||||||
| 1201 MARTIN LUTHER KING JR WAY | OAKLAND | CA | 94612 | NONE | PC | COMMUNITY | $10,000 | SUITE 100 | ||||
| FOSTER AMERICA | ||||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | ||||||||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | NONE | PC | GLOBAL | $25,000 | |||||
| FRIENDS OF ETHIOPIAN JEWS INC | ||||||||||||
| PO BOX 960059 | BOSTON | MA | 02196 | NONE | PC | GLOBAL | $75,000 | |||||
| FRIENDS OF EXCEL ACADEMY INC | ||||||||||||
| 58 MOORE STREET | EAST BOSTON | MA | 02128 | NONE | PC | EDUCATION | $25,000 | |||||
| FRIENDS OF VERITAS PREPARATORY CHARTER SCHOOL INC | ||||||||||||
| 370 PINE STREET | SPRINGFIELD | MA | 01105 | NONE | PC | EDUCATION | $25,000 | |||||
| GILMAN SCHOOL INC | ||||||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | EDUCATION | $125,000 | |||||
| HAROLD GRINSPOON FOUNDATION | ||||||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | SO1 | COMMUNITY | $200,000 | |||||
| HARVARD GRADUATE SCHOOL OF EDUCATION | ||||||||||||
| 13 APPIAN WAY LONGFELLOW G003 | CAMBRIDGE | MA | 02138 | NONE | PC | EDUCATION | $13,566 | |||||
| HARVARD HILLEL | ||||||||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | COMMUNITY | $151,000 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| SOLDIERS FIELD TEELE HALL | BOSTON | MA | 02163 | NONE | PC | EDUCATION | $50,000 | |||||
| HASOUB - HA AMUTA FOR PROMOTING ENTREPRENEURSHIP AND TECHNOLOGY IN THE ARAB | ||||||||||||
| NONE | PC-(FOREIGN EQUIVALE | GLOBAL | $50,000 | PO BOX 399 | KFAR KARA | IS | 3007500 | |||||
| HEBREW SENIORLIFE INC | ||||||||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PC | COMMUNITY | $25,000 | |||||
| HONEYMOON ISRAEL FOUNDATION INC | ||||||||||||
| 6070 WHITEGATE CROSSING | EAST AMHERST | NY | 14051 | NONE | PC | COMMUNITY | $3,000,000 | |||||
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | COMMUNITY | $25,000 | |||||
| HOSPICE FOUNDATION OF AMERICA INC | ||||||||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | NONE | PC | COMMUNITY | $1,000 | |||||
| IMPACTISRAEL INC | ||||||||||||
| 4340 EAST-WEST HIGHWAY SUITE 202 | BETHESDA | MD | 20814 | NONE | PC | GLOBAL | $150,000 | |||||
| ISRAEL ON CAMPUS COALITION | ||||||||||||
| 734 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | GLOBAL | $150,000 | |||||
| ISRAEL-AMERICA ACADEMIC EXCHANGE | ||||||||||||
| 8383 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90211 | NONE | PC | GLOBAL | $300,000 | |||||
| ISRAELI-AMERICAN COUNCIL | ||||||||||||
| 5900 CANOGA AVENUE SUITE 390 | WOODLAND HILLS | CA | 91367 | NONE | PC | GLOBAL | $62,000 | |||||
| ITREK | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GLOBAL | $565,000 | |||||
| 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 AND BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND | ||||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PC | COMMUNITY | $10,000 | |||||
| JEWISH COMMUNITY CENTER OF GREATER BOSTON INC | ||||||||||||
| 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 COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA | ||||||||||||
| 121 STEUART STREET SUITE 301 | SAN FRANCISCO | CA | 94105 | NONE | PC | COMMUNITY | $70,000 | |||||
| JEWISH FAMILY & CHILDRENS SERVICE | ||||||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | COMMUNITY | $25,000 | |||||
| JEWISH FEDERATION OF CINCINNATI | ||||||||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | COMMUNITY | $50,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 W 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY | $545,175 | |||||
| JEWISH VOCATIONAL SERVICE INC | ||||||||||||
| 75 FEDERAL STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | COMMUNITY | $1,050,000 | |||||
| K-1 ALLOCATIONS OF CHARITABLE CONTRIBUTIONS | ||||||||||||
| 177 HUNTINGTON AVENUE SUITE 1500 | BOSTON | MA | 02115 | NONE | PC | GENERAL | $1,044 | |||||
| KIPP MASSACHUSETTS INC | ||||||||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | NONE | PC | EDUCATION | $25,000 | |||||
| LEADING EDGE ALLIANCE INC | ||||||||||||
| 85 BROAD STREET 16TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | COMMUNITY | $100,000 | |||||
| LEARNING ACCELERATOR | ||||||||||||
| 167 HAMILTON AVENUE | PRINCETON | NJ | 08540 | NONE | PC | EDUCATION | $374,000 | |||||
| LIFE AFTER HATE INC | ||||||||||||
| 917 W WASHINGTON BOULEVARD SUITE | CHICAGO | IL | 60607 | NONE | PC | COMMUNITY | $30,000 | 212 | ||||
| LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICES INC | ||||||||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | PC | COMMUNITY | $10,000 | |||||
| MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION | ||||||||||||
| 75 PLEASANT STREET | MALDEN | MA | 02148 | NONE | GOV | EDUCATION | $117,000 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| MASSACHUSETTS WONDERFUND INC | ||||||||||||
| 600 WASHINGTON STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | PC | YOUTH DEVELOPMENT | $50,000 | |||||
| MATAN - INVESTING IN THE COMMUNITY | ||||||||||||
| NONE | PC-(FOREIGN EQUIVALE | GLOBAL | $500,000 | 33 YAAVETS STREET | TEL AVIV | IS | 6525832 | |||||
| MIND RESEARCH INSTITUTE | ||||||||||||
| 111 ACADEMY SUITE 100 | IRVINE | CA | 92617 | NONE | PC | EDUCATION | $2,841,000 | |||||
| MOISHE HOUSE | ||||||||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | NONE | PC | COMMUNITY | $525,000 | |||||
| MORE THAN WORDS INC | ||||||||||||
| 376 MOODY STREET | WALTHAM | MA | 02453 | NONE | PC | YOUTH DEVELOPMENT | $20,000 | |||||
| NANTUCKET COTTAGE HOSPITAL | ||||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | NONE | PC | HEALTH & HUMAN SERVICES | $20,000 | |||||
| NANTUCKET GOLF CLUB FOUNDATION INC | ||||||||||||
| 250 MILESTONE ROAD PO BOX 313 | SIASCONSET | MA | 02564 | NONE | PC | COMMUNITY | $100,000 | |||||
| NASHOBA LEARNING GROUP INC | ||||||||||||
| 10 OAK PARK DRIVE | BEDFORD | MA | 01730 | NONE | PC | COMMUNITY | $10,000 | |||||
| NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE | ||||||||||||
| 330 MARTIN LUTHER KING BOULEVARD | ROXBURY | MA | 02119 | NONE | PC | COMMUNITY | $20,000 | |||||
| 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 | EDUCATION | $95,000 | |||||
| NYU LANGONE MEDICAL CENTER | ||||||||||||
| 550 FIRST AVENUE HCC-15 | NEW YORK | NY | 10016 | NONE | PC | HEALTH & HUMAN SERVICES | $200,000 | |||||
| ONEGOAL | ||||||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | EDUCATION | $250,000 | |||||
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | COMMUNITY | $50,000 | |||||
| PHOENIX CHARTER ACADEMY FOUNDATION | ||||||||||||
| 60 CANAL STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | SO1 | EDUCATION | $25,000 | |||||
| PINE STREET INN INC | ||||||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | COMMUNITY | $100,000 | |||||
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| PREPARATORY FOUNDATION INC | ||||||||||||
| 885 RIVER STREET | HYDE PARK | MA | 02136 | NONE | PC | EDUCATION | $75,000 | |||||
| PROJECT ALS INC | ||||||||||||
| 801 RIVERSIDE DRIVE SUITE 6G | NEW YORK | NY | 10032 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | |||||
| PROJECT LEAD THE WAY INC | ||||||||||||
| 3939 PRIORITY WAY SOUTH DRIVE SUITE | INDIANAPOLIS | IN | 46240 | NONE | PC | EDUCATION | $319,670 | 400 | ||||
| REVERE PUBLIC SCHOOLS | ||||||||||||
| 107 NEWHALL STREET | REVERE | MA | 02151 | NONE | GOV | EDUCATION | $1,000 | |||||
| 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 | |||||
| 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 | $40,000 | |||||
| SHALEM FOUNDATION | ||||||||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $25,000 | |||||
| SHARE OUR STRENGTH | ||||||||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PC | COMMUNITY | $20,000 | |||||
| STEPPINGSTONE FOUNDATION INC | ||||||||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PC | EDUCATION | $150,000 | |||||
| STRATEGIC GRANT PARTNERS INC | ||||||||||||
| 177 HUNTINGTON AVENUE SUITE 1500 | BOSTON | MA | 02115 | NONE | PF-ER | COMMUNITY | $880,663 | |||||
| SUCCESS ACADEMY CHARTER SCHOOLS INC | ||||||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | EDUCATION | $100,000 | |||||
| SUMMER SEARCH | ||||||||||||
| 3840 WASHINGTON STREET SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PC | YOUTH DEVELOPMENT | $200,000 | |||||
| TEACH FOR AMERICA INC | ||||||||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PC | EDUCATION | $50,000 | |||||
| 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 JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | ||||||||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20005 | NONE | PC | GLOBAL | $200,000 | |||||
| THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC | ||||||||||||
| 7 LEXINGTON STREET | CHARLESTOWN | MA | 02129 | NONE | PC | EDUCATION | $50,000 | |||||
| THE MISSION CONTINUES | ||||||||||||
| 1141 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | NONE | PC | COMMUNITY | $10,000 | |||||
| THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | NONE | PC | GLOBAL | $100,000 | |||||
| THE TEACHER COLLABORATIVE INC | ||||||||||||
| PO BOX 441645 | SOMERVILLE | MA | 02144 | NONE | PC | EDUCATION | $10,000 | |||||
| THREAD INC | ||||||||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | PC | YOUTH DEVELOPMENT | $2,000,000 | |||||
| TIDES CENTER | ||||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | COMMUNITY | $50,000 | |||||
| TOWN OF PLYMOUTH | ||||||||||||
| 253 SOUTH MEADOW ROAD | PLYMOUTH | MA | 02360 | NONE | GOV | EDUCATION | $1,000 | |||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 601 FRANKLIN BUILDING | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATION | $50,000 | |||||
| TRUSTEES OF TUFTS COLLEGE | ||||||||||||
| 136 HARRISON BOULEVARD | BOSTON | MA | 02111 | NONE | PC | EDUCATION | $17,938 | |||||
| TZOHAR | ||||||||||||
| NONE | PC-(FOREIGN EQUIVALE | GLOBAL | $50,000 | 9 HAMELACHA STREET | LOD | IS | 7152015 | |||||
| UNION CAPITAL BOSTON INC | ||||||||||||
| 1542 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | EDUCATION | $60,000 | |||||
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | ||||||||||||
| 1 PERKINS STREET | LOWELL | MA | 01854 | NONE | PC | EDUCATION | $3,300 | |||||
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||||||
| 3925 W BRAKER LANE SUITE 3801 | AUSTIN | TX | 78759 | NONE | PC | EDUCATION | $28,000 | |||||
| UP EDUCATION NETWORK INC | ||||||||||||
| 90 CANAL STREET SUITE 600 | BOSTON | MA | 02114 | NONE | PC | EDUCATION | $500,000 | |||||
| UPSTREAM USA INC | ||||||||||||
| 426 17TH STREET SUITE 200 | OAKLAND | CA | 94612 | NONE | PC | HEALTH & HUMAN SERVICES | $1,000,000 | |||||
| UTEC INC | ||||||||||||
| PO BOX 7066 | LOWELL | MA | 01852 | NONE | PC | YOUTH DEVELOPMENT | $25,000 | |||||
| VIBE ISRAEL USA | ||||||||||||
| 101 HUDSON STREET | JERSEY CITY | NJ | 07302 | NONE | PC | GLOBAL | $100,000 | |||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | GLOBAL | $100,000 | |||||
| WESTERN STATES CENTER INC | ||||||||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | NONE | PC | COMMUNITY | $98,000 | |||||
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | NONE | PC | EDUCATION | $252,200 | |||||
| WTIA WORKFORCE INSTITUTE | ||||||||||||
| 8201 164TH AVENUE NE SUITE 200 | REDMOND | WA | 98052 | NONE | PC | EDUCATION | $35,000 | |||||
| YEAR UP INC | ||||||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PC | YOUTH DEVELOPMENT | $4,088,370 | |||||
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER BOSTON INC | ||||||||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | COMMUNITY | $25,000 | |||||
| YOUTH VILLAGES INC | ||||||||||||
| 400 CUMMINGS PARK DRIVE SUITE 5200 | WOBURN | MA | 01801 | NONE | PC | HEALTH & HUMAN SERVICES | $512,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,143,324 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,274 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $197,028 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,190,896 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $71,832 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,818,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $268,860 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,010,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,279,319 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JONATHON AND JOANNA JACOBSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ONE8 FOUNDATION 177 HUNTINGTON | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $94,015 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $94,015 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2013-07-01 | $5,660 | $5,660 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2014-07-01 | $18,791 | $18,791 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2018-07-01 | $240,198 | $36,030 | SL | 10.000000000000 | $24,020 | $0 |
| OFFICE EQUIPMENT | 2018-07-01 | $89,972 | $26,991 | SL | 5.000000000000 | $17,994 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-01-10 | $132,777 | $24,142 | SL | 11.000000000000 | $12,071 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC GRANT PARTNERS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 HUNGTINGTON AVENUE SUITE 1500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-06-30 | GrantDt |
| Grant | $1,552,775 | GrantAmt |
| Purpose Of Grant | SEE ATTACHED PDF STATEMENT. | PurposeOfGrantTxt |
| Expended By Grantee | $1,552,775 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | VARIOUS --SEE ATTACHED PDF STATEMENT. | DatesOfReportsByGranteeTxt |
| Verification | 2020-12-31 | VerificationDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| CONTRIBUTIONS | FORM 990-PF | CONTRIBUTIONS TO ONE8 FOUNDATION BY INDIVIDUALS ARE SUBJECT TO THE 60% AGI LIMITATION (100% FOR 2020), AS ONE8 FOUNDATION QUALIFIES AS A PRIVATE FOUNDATION DESCRIBED IN IRC SECTION 170(B)(1)(A)(VII) AND (F)(II), AS THE FOUNDATION:1. MADE DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THE CONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOT LATER THAN THE 15TH DAY OF THE THIRD MONTH AFTER THE CLOSE OF SUCH TAXABLE YEAR.2. SUCH DISTRIBUTIONS ARE QUALIFYING DISTRIBUTIONS.3. SUCH DISTRIBUTIONS ARE TREATED AS MADE OUT OF CORPUS.4. HAS NO REMAINING UNDISTRIBUTED INCOME FOR 2020 , OR ANY SUCH PRIOR YEAR.ONE8 FOUNDATION HEREBY ELECTS, PURSUANT TO TREASURY REGULATIONS SECTIONS 1.170A-9(H) AND 53.4942(A)-3(C)(2), TO TREAT DISTRIBUTIONS OF $13,000,000 (WHICH EQUALS THE VALUE OF ALL CONTRIBUTIONS RECEIVED IN 2020), FROM JONATHON AND JOANNA JACOBSON, AS DISTRIBUTIONS OUT OF CORPUS. PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), ONE8 FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR:2015: $3,796,1352016: $5,083,5942017: $3,713,7522018: $406,519 |
| INTEREST EXPENSE | FORM 990-PF, PART I, LINE 17 | INTEREST EXPENSE IS DERIVED SOLELY FROM THE ORGANIZATION'S PASS-THROUGH INVESTMENT ACTIVITIES. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFRESH TECHNOLOGIES INC. SERIES A-1 PREFERRED | $749,998 | $1,347,696 |
| MARK43 SERIES C EXT PREFERRED | $1,250,000 | $1,516,483 |
| RENTAL BEAST, INC. SERIES 3-A PREFERRED | $750,000 | $750,000 |
| AFRESH TECHNOLOGIES INC. SERIES A-2 PREFERRED | $1,374,998 | $1,374,996 |
| HUTENSKY CAPITAL REIT I | $0 | $311,981 |
| MARK43 SERIES D PREFERRED | $2,500,000 | $2,500,005 |
| RENTAL BEAST, INC. CONVERTIBLE PROMISSORY NOTE | $125,000 | $125,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,352,712 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,352,712 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS II | AT COST | $16,835,568 | $19,304,768 |
| DENHAM IV CONTINUATION FUND L.P. | AT COST | $863,278 | $735,433 |
| DENHAM COMMODITY PARTNERS FUND V L.P. | AT COST | $426,355 | $392,386 |
| RIVA CAPITAL PARTNERS II, L.P. | AT COST | $187,514 | $176,673 |
| HIGHFIELDS CAPITAL IV L.P. | AT COST | $4,686,424 | $7,346,184 |
| RIVA CAPITAL PARTNERS III, L.P. | AT COST | $3,213,513 | $3,998,965 |
| FIMI OPPORTUNITY V, L.P. | AT COST | $5,374,216 | $7,082,000 |
| GULF COAST OPPORTUNITIES FUND L.P. | AT COST | $3,379,560 | $5,369,840 |
| MAGMA VENTURE CAPITAL III L.P. | AT COST | $427,002 | $3,577,935 |
| KENSICO PARTNERS, L.P. | AT COST | $20,172,850 | $21,788,662 |
| SHEARWATER ONSHORE, LLC | AT COST | $8,146,633 | $11,593,351 |
| RIVA CAPITAL PARTNERS IV, L.P. | AT COST | $11,509,124 | $14,744,302 |
| MAGMA VENTURE CAPITAL IV L.P. | AT COST | $2,287,589 | $4,794,326 |
| VALUEACT CAPITAL INT'L I, L.P. | AT COST | $10,000,000 | $15,382,608 |
| RIVERSTONE GL ENERGY AND POWER FUND VI, L.P. | AT COST | $5,705,566 | $6,218,465 |
| RIVERSTONE GL ENERGY AND POWER FUND VI (MMS), L.P. | AT COST | $7 | $0 |
| RIVERSTONE GL ENERGY AND POWER FUND VI (CAYMAN), L.P. | AT COST | $651,366 | $0 |
| PAR INVESTMENT PARTNERS, L.P. | AT COST | $4,533,843 | $6,768,318 |
| FIMI OPPORTUNITY VI, L.P. | AT COST | $5,454,835 | $7,861,000 |
| 10D FUND I, L.P. | AT COST | $568,554 | $710,561 |
| 22C CAPITAL I-A L.P. | AT COST | $1,073,508 | $2,042,220 |
| NEW ERA CAPITAL PARTNERS L.P. | AT COST | $4,592,369 | $21,768,597 |
| WESTCAP STRATEGIC OPERATOR | AT COST | $6,368,922 | $10,098,193 |
| RISE-UP MOMENTS LTD. SERIES B ORDINARY | AT COST | $1,166,666 | $1,166,666 |
| WINSTON ASIA FUND, LTD. | AT COST | $4,000,000 | $5,212,969 |
| RIVA CAPITAL PARTNERS V, L.P. | AT COST | $7,216,859 | $8,364,261 |
| CRIMSON CONSULTING LTD. | AT COST | $2,375,034 | $2,375,034 |
| KWIDNET HOLDINGS LLC | AT COST | $321,430,473 | $495,299,648 |
| 10D STW SPV LIMITED PARTNERSHIP | AT COST | $530,865 | $530,864 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT, FURNITURE AND LEASEHOLD IMPROVEMENTS | CategoryOrItemTxt |
| Cost Or Other Basis | $487,398 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $165,699 | AccumulatedDepreciationAmt |
| Book Value | $321,699 | BookValueAmt |
| EOYFMV | $321,399 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $55,911 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55,911 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL TAXES | $392,389 | $187,586 | $187,586 |
| STATE TAX RECEIVABLE | $54,825 | $52,537 | $52,537 |
| OTHER RECEIVABLES | $79,401 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EVENTS | $28,947 | $0 | $28,947 |
| GENERAL OFFICE | $51,824 | $0 | $51,824 |
| TECHNOLOGY & EQUIPMENT | $126,365 | $0 | $126,365 |
| SUBSCRIPTION SERVICES | $8,612 | $0 | $8,612 |
| INSURANCE | $12,509 | $0 | $12,509 |
| TELEPHONE | $12,495 | $0 | $12,495 |
| FILING FEES | $1,000 | $0 | $1,000 |
| UNRELATED BUSINESS LOSS FROM PASS-THROUGH ENTITIES | $401,795 | $0 | $0 |
| OTHER NET LOSSES FROM PASS-THROUGH ENTITIES | $1,037,407 | $1,029,098 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES FROM PASSTHROUGH INVESTMENTS | $2,347,817 | $2,347,817 | $0 |
| MEMBERSHIP DUES | $51,700 | $0 | $51,700 |
| CONSULTING | $593,037 | $0 | $593,037 |
| RESEARCH | $71,806 | $0 | $71,806 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PER K-1 ALLOCATION | $88,327 | $88,327 | $0 |
| FEDERAL AND STATE TAXES | $199,295 | $0 | $0 |