ONE8 FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ONE8 FOUNDATION (EIN 04-6836735)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202403139349100540
- Schema version
- 2023v5.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- 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 | 2024-11-08T11:50:19-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
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 | 2023-01-01 | 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 STE 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 | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R SALES | PreparerPersonNm |
| PTIN | P01593150 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $876,994,483 | 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 | $49,886,520 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $582,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $582,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,032,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,231,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,993,974 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,713 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $837,405 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $52,544,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,416,652 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,535,435 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,535,435 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $628,382 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $628,382 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $70,448 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $70,448 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,274 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $62,274 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,510,116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,254,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,238,676 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,384,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $153,872 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $45,089 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $688,374 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $688,374 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $227,152 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $227,152 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,203 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,203 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,303,820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,392 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,237,428 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,457,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,474,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,690,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,036,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,036,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,493,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,474,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,726,512 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,949,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,941,998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,494,304 | CashBOYAmt |
| Cash EOY | $259,094 | CashEOYAmt |
| Cash EOYFMV | $259,094 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,008,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,299,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,299,802 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,187,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,312,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,135,350 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $406,812,411 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $401,807,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $844,131,631 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $487,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $318,958 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $213,529 | LandBOYAmt |
| Land EOY | $168,440 | LandEOYAmt |
| Land EOYFMV | $168,440 | LandEOYFMVAmt |
| Other Assets BOY | $10,641 | OtherAssetsBOYAmt |
| Other Assets EOY | $166 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $166 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $443,726,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $424,847,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $876,994,483 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,113 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $79,985 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,113 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79,985 | 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 | $443,716,417 | RetainedEarningBOYAmt |
| Retained Earning EOY | $424,767,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $443,716,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $424,767,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $443,726,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $424,847,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $443,716,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,949,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $424,767,264 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $424,767,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LP CAP. GAINS - HUTENSKY CAPITAL REIT I | P | $68,228 | $68,228 | $68,228 | |
| LP CAP. GAINS - INNOVIZ TECHNOLOGIES | P | $487,840 | $228,186 | $228,186 | $259,654 |
| LP CAP. GAINS - MAGMA VENTURE CAP III | P | $3,015 | $3,015 | $3,015 | |
| LP CAP. GAINS - PAR INVESTMENT PARTNERS | P | $1,766,698 | $1,766,698 | $1,766,698 | |
| LP CAP. GAINS - RIVA CAP PARTNERS III | P | $45,952 | $45,952 | $45,952 | |
| LP CAP. GAINS - RIVERSTONE GEP VI CJ | P | $186,935 | $186,935 | $186,935 | |
| LP CAP. GAINS - MAGMA VENTURE CAP III | P | $979 | $979 | $979 | |
| LP CAP. GAINS - 10D FUND I LP | P | $184,240 | $184,240 | $184,240 | |
| LP CAP. GAINS - MAGMA VENTURE CAP IV | P | -$237,245 | -$237,245 | $237,245 | |
| LP CAP. GAINS - RIVERSTONE GEP VI LP | P | -$66,012 | -$66,012 | $66,012 | |
| LP CAP. GAINS - RIVERSTONE GEP VI CJ | P | $181,040 | $181,040 | $181,040 | |
| LP CAP. GAINS - RIVERSTONE GEP VI MMS | P | $1,503 | $1,503 | $1,503 | |
| LP CAP. GAINS - DENHAM CPF V LP | P | -$19,381 | -$19,381 | $19,381 | |
| LP CAP. GAINS - RIVA CAP PARTNERS III | P | $94,845 | $94,845 | $94,845 | |
| LP CAP. GAINS - RIVA CAP PARTNERS V | P | $249,293 | $249,293 | $249,293 | |
| LP CAP. GAINS - RIVA CAP PARTNERS IV | P | $5,073 | $5,073 | $5,073 | |
| LP CAP. GAINS - ABRAMS CAP PARTNERS II | P | $52,858 | $52,858 | $52,858 | |
| LP CAP. GAINS - SPT LLC | P | $487 | $487 | $487 | |
| LP CAP. GAINS - FIMI OPPORTUNITY V | P | $710,280 | $710,280 | $710,280 | |
| LP CAP. GAINS - 22C CAPITAL I-A | P | $24,003 | $24,003 | $24,003 | |
| LP CAP. GAINS - KWIDNET HOLDINGS LLC | P | $92,512,997 | $92,512,997 | $92,512,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,993,974 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,291,894 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,291,894 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,291,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,648,676 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,648,676 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $356,782 | OverpaymentAmt |
| Applied To ES Tax | $356,782 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ONE8.ORG | WebsiteAddressTxt |
| Individual With Books | ANNA SIKORSKY | IndividualWithBooksNm |
| Phone | 8572026250 | 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 | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | 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 AVE 1500 | BOSTON | MA | 02115 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JOANNA JACOBSON | ||||||||
| 177 HUNTINGTON AVE 1500 | BOSTON | MA | 02115 | PRESIDENT & TRUSTEE | 40.00 | $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 AVE SUITE 1500 | BOSTON | MA | 02115 | VP, EDUCATION | 40.00 | $414,478 | $26,349 | $4,560 |
| KARYN COHEN | ||||||||
| 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | VP, JEWISH LIFE & IS | 40.00 | $335,701 | $21,349 | $4,560 |
| KATHERINE SKRIVAN | ||||||||
| 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | DIRECTOR, ONE8 APPLI | 40.00 | $234,202 | $6,375 | $4,560 |
| ANNA SIKORSKY | ||||||||
| 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | DIRECTOR, OPERATIONS | 36.00 | $217,309 | $15,838 | $4,560 |
| ASHWIN RAJENDRA | ||||||||
| 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | SENIOR PORTFOLIO MAN | 40.00 | $225,492 | $5,522 | $4,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 19 | 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 FL | BOSTON | MA | 02116 | INVESTMENT MANAGEMENT | $4,271,440 |
| ABUNDANT HEALTH ACQUISITION LLC | |||||
| 515 N STATE STREET SUITE 300 | CHICAGO | IL | 60654 | COMMUNICATION | $1,416,717 |
| THE JEWISH FEDERATIONS OF NORTH AMERICA | |||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PROGRAM LAUNCH | $732,235 |
| FULL CONTACT ADVERTISING LLC | |||||
| 186 LINCOLN STREET 7TH FLOOR | BOSTON | MA | 02111 | COMMUNICATION | $501,762 |
| SRI INTERNATIONAL | |||||
| PO BOX 2767 333 RAVENWOOD AVENUE | MENLO PARK | CA | 94025 | RESEARCH | $133,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 9 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ONE8 APPLIED LEARNING HUBTHE ONE8 APPLIED LEARNING HUB (FORMERLY MASS STEM HUB) IS A PROGRAM OF THE ONE8 FOUNDATION WITH THE MISSION TO PROVIDE MASSACHUSETTS PUBLIC SCHOOLS WITH ACCESS TO AND SUPPORT FOR APPLIED LEARNING PROGRAMS THAT BUILD THE KNOWLEDGE AND SKILLS STUDENTS NEED TO SUCCEED IN OUR RAPIDLY CHANGING, DATA-RICH WORLD. THE ONE8 APPLIED LEARNING HUB TEAM PROVIDES APPLIED LEARNING PROGRAMMING AT SCHOOLS ACROSS THE STATE, INCLUDING EDUCATOR PROFESSIONAL DEVELOPMENT AND COMMUNITY BUILDING, LEADER SUPPORT AND STUDENT EVENTS. | Description1Txt |
| Expenses1 | $1,521,215 | Expenses1Amt |
| Description2 | THE EPILEPSY & PREGNANCY INITIATIVETHE ONE8 FOUNDATION SUPPORTS THE EPILEPSY & PREGNANCY MEDICAL CONSORTIUM, A PANEL OF CLINICIAN EXPERTS WHO CREATED A COMPREHENSIVE KNOWLEDGE HUB AROUND EPILEPSY & PREGNANCY/REPRODUCTIVE HEALTH, PROVIDING PEOPLE WITH EPILEPSY AND THEIR DOCTORS ACCESS TO ACCURATE, UP-TO-DATE DATA FROM RESEARCH AND BEST PRACTICE RECOMMENDATIONS FOR CLINICAL CARE. | Description2Txt |
| Expenses2 | $1,158,232 | Expenses2Amt |
| Description3 | TOGETHERING PILOT PROGRAMTOGETHERING IS A PILOT CONCEPT CONCEIVED OF BY THE ONE8 FOUNDATION THAT WILL OFFER IMMERSIVE, US-BASED EXPERIENCES TO LOCAL COHORTS OF YOUNG COUPLES THAT HAVE AT LEAST ONE JEWISH PARTNER AND ARE EARLY IN THEIR COMMITTED RELATIONSHIP. THE PURPOSE OF THE TOGETHERING PILOT PROGRAM IS TO CREATE WARM, NURTURING COMMUNITIES OF COUPLES WHO BUILD FAMILIES WITH MEANINGFUL CONNECTIONS TO JEWISH LIFE, ONE ANOTHER, AND THE JEWISH PEOPLE. | Description3Txt |
| Expenses3 | $732,235 | Expenses3Amt |
| Description4 | IGNITE READINGIN PARTNERSHIP WITH SCHOOL DISTRICTS ACROSS THE COMMONWEALTH, ONE8 PROVIDES ADMINISTRATIVE AND FINANCIAL SUPPORT TO HELP BRING IGNITE READING, A ONE-ON-ONE VIRTUAL-POWERED LITERACY TUTORING PROGRAM, TO THOUSANDS OF STUDENTS ACROSS THE COMMONWEALTH OF MASSACHUSETTS. | Description4Txt |
| Expenses4 | $76,146 | Expenses4Amt |
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 | $31,271,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,105,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $784,038,894 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $829,416,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $829,416,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,441,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $816,974,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,848,739 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,848,739 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,291,894 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $35,003 | IncomeTaxAmt |
| Total Tax | $1,326,897 | TotalTaxAmt |
| Distributable Before Adj | $39,521,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,521,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,521,842 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,726,512 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,726,512 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,521,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,013,767 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,141,605 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,749,388 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,950,901 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,855,661 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,726,512 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,521,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,204,670 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,060,331 | 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 | $49,886,520 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,173,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,173,811 | 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 (200 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 18DOORS | ||||||||||||
| 190 NORTH MAIN STREET SUITE 203 | NATICK | MA | 01760 | NONE | PC | COMMUNITY | $100,000 | |||||
| A WIDER BRIDGE | ||||||||||||
| 1441 BROADWAY SUITE 6149 | NEW YORK | NY | 10018 | NONE | PC | COMMUNITY | $275,000 | |||||
| AJEEC NISPED | ||||||||||||
| NONE | PC FOREIGN EQ. | GLOBAL | $50,000 | 5 YEHUDA HANAHTOM | BEER SHEVA | IS | 8424921 | |||||
| ALEXANDER TWILIGHT ACADEMY | ||||||||||||
| 195 WEST NEWTON STREET UNIT 2 | BOSTON | MA | 02116 | NONE | PC | EDUCATION | $50,000 | |||||
| ALMA DEL MAR FOUNDATION INC | ||||||||||||
| 515 BELLEVILLE AVENUE | NEW BEDFORD | MA | 02746 | NONE | PC | EDUCATION | $25,000 | |||||
| AMERICAN FRIENDS OF IDC | ||||||||||||
| 142 W 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GLOBAL | $77,500 | |||||
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATION | ||||||||||||
| 244 MADISON AVENUE SUITE 482 | NEW YORK | NY | 10016 | NONE | PC | GLOBAL | $10,000 | |||||
| AMERICAN FRIENDS OF NATAL INC | ||||||||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | NONE | PC | GLOBAL | $100,000 | FLOOR | ||||
| 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 | $90,000 | |||||
| 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 (RA) | ||||||||||||
| NONE | PC FOREIGN EQ. | GLOBAL | $25,000 | PO BOX 290 | TAMRA | IS | 30811 | |||||
| ANTI DEFAMATION LEAGUE | ||||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | NONE | PC | COMMUNITY | $50,000 | |||||
| ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC | ||||||||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PC | COMMUNITY | $25,000 | |||||
| ATLANTIC COUNCIL OF THE US INC | ||||||||||||
| 1030 15TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GLOBAL | $75,000 | |||||
| ATTLEBORO PUBLIC SCHOOLS | ||||||||||||
| 100 RATHBURN WILLARD DRIVE | ATTLEBORO | MA | 02703 | NONE | GOV | EDUCATION | $22,590 | |||||
| AYER SHIRLEY SCHOOL DISTRICT | ||||||||||||
| 115 WASHINGTON STREET | AYER | MA | 01432 | NONE | GOV | EDUCATION | $21,200 | |||||
| BELCHERTOWN PUBLIC SCHOOLS | ||||||||||||
| 14 MAPLE STREET | BELCHERTOWN | MA | 01007 | NONE | GOV | EDUCATION | $5,440 | |||||
| BELLINGHAM PUBLIC SCHOOLS | ||||||||||||
| 4 MECHANIC STREET | BELLINGHAM | MA | 02019 | NONE | GOV | EDUCATION | $11,920 | |||||
| BEND THE ARC | ||||||||||||
| 330 SEVENTH AVE SUITE 1900 | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY | $40,000 | |||||
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | ||||||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | HEALTH & HUMAN SERVICES | $200,000 | |||||
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC | ||||||||||||
| 184 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | YOUTH DEVELOPMENT | $630,000 | |||||
| BOSTON COLLEGE TRUSTEES | ||||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | PC | EDUCATION | $2,170,000 | |||||
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC | ||||||||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02125 | NONE | PC | EDUCATION | $54,320 | |||||
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | ||||||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| BOSTON MEDICAL CENTER CORPORATION | ||||||||||||
| 801 MASSACHUSETTS AVENUE 1ST FLOOR | BOSTON | MA | 02118 | NONE | PC | HEALTH & HUMAN SERVICES | $250,000 | |||||
| BOYS & GIRLS CLUBS OF BOSTON INC | ||||||||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | YOUTH DEVELOPMENT | $18,000 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| BROOKE SCHOOL FOUNDATION | ||||||||||||
| 190 CUMMINS HIGHWAY | ROSLINDALE | MA | 02131 | NONE | PC | EDUCATION | $50,000 | |||||
| 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 | $1,932,000 | |||||
| BURLINGTON PUBLIC SCHOOLS | ||||||||||||
| 123 CAMBRIDGE STREET | BURLINGTON | MA | 01803 | NONE | GOV | EDUCATION | $10,545 | |||||
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | ||||||||||||
| 1030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | NONE | PC | COMMUNITY | $25,000 | |||||
| CALCULUS PROJECT INC | ||||||||||||
| 168 POND STREET | RANDOLPH | MA | 02368 | NONE | PC | EDUCATION | $35,000 | |||||
| CAMERON M NEELY FOUNDATION FOR CANCER CARE INC | ||||||||||||
| 30 WINTER STREET 2ND FLOOR | BOSTON | MA | 02108 | NONE | PC | COMMUNITY | $5,000 | |||||
| CAPE COD FOUNDATION INC | ||||||||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | NONE | PC | COMMUNITY | $50,000 | |||||
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | NONE | PC | EDUCATION | $25,000 | |||||
| CHAMPLAIN COLLEGE INC | ||||||||||||
| 163 WILLARD STREET PO BOX 670 | BURLINGTON | VT | 05402 | NONE | PC | EDUCATION | $250,000 | |||||
| CHELSEA PUBLIC SCHOOLS | ||||||||||||
| 500 BROADWAY | CHELSEA | MA | 02150 | NONE | GOV | EDUCATION | $657,500 | |||||
| CHILDREN'S HOSPITAL CORPORATION | ||||||||||||
| 401 PARK DRIVESUITE 602 | BOSTON | MA | 02215 | NONE | PC | HEALTH & HUMAN SERVICES | $250,000 | |||||
| CITY OF FITCHBURG | ||||||||||||
| 376 SOUTH STREET | FITCHBURG | MA | 01420 | NONE | GOV | EDUCATION | $17,410 | |||||
| CLINTON PUBLIC SCHOOLS | ||||||||||||
| 150 SCHOOL STREET | CLINTON | MA | 01510 | NONE | GOV | EDUCATION | $139,000 | |||||
| COACHING FOR CHANGE INC | ||||||||||||
| 427 WINTHROP STREET UNIT A | TAUNTON | MA | 02780 | NONE | PC | YOUTH DEVELOPMENT | $10,000 | |||||
| COLLECTIVE IMPACT | ||||||||||||
| NONE | PC FOREIGN EQ. | GLOBAL | $582,766 | 1 THE JEWS OF PEKIIN STREET | HADERA | IS | 3840262 | |||||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | COMMUNITY | $6,750,000 | |||||
| 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 | $635,000 | |||||
| COMMUNITY SERVINGS INC | ||||||||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PC | COMMUNITY | $36,000 | |||||
| COOL KIDS CAMPAIGN FOUNDATION INC | ||||||||||||
| 9601 HOLLY POINT DRIVE SUITE 102 | HUNTERSVILLE | NC | 28078 | NONE | PC | COMMUNITY | $1,000 | |||||
| CRADLES TO CRAYONS INC | ||||||||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | NONE | PC | COMMUNITY | $10,000 | |||||
| CYSTIC FIBROSIS FOUNDATION | ||||||||||||
| 220 NORTH MAIN STREET SUITE 104 | NATICK | MA | 01760 | NONE | PC | HEALTH & HUMAN SERVICES | $5,000 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | PC | HEALTH & HUMAN SERVICES | $100,000 | |||||
| DEDHAM PUBLIC SCHOOLS | ||||||||||||
| 100 WHITING AVENUE | DEDHAM | MA | 02026 | NONE | GOV | EDUCATION | $7,980 | |||||
| DRACUT PUBLIC SCHOOLS | ||||||||||||
| 2063 LAKEVIEW AVENUE | DRACUT | MA | 01826 | NONE | GOV | EDUCATION | $15,300 | |||||
| EAST LONGMEADOW PUBLIC SCHOOLS | ||||||||||||
| 180 MAPLE STREET | EAST LONGMEADOW | MA | 01028 | NONE | GOV | EDUCATION | $11,085 | |||||
| EPILEPSY FOUNDATION OF AMERICA | ||||||||||||
| 3540 CRAIN HWY STE 675 | BOWIE | MD | 20716 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | COMMUNITY | $20,000 | |||||
| ESPLANADE ASSOCIATION INC | ||||||||||||
| 575 BOYLSTON STREET 4R | BOSTON | MA | 02116 | NONE | PC | COMMUNITY | $50,000 | |||||
| EVANS SCHOLARS FOUNDATION | ||||||||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PC | YOUTH DEVELOPMENT | $100,000 | |||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | COMMUNITY | $50,000 | |||||
| FACING HISTORY AND OURSELVES INC | ||||||||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | NONE | PC | EDUCATION | $25,000 | |||||
| FALL RIVER PUBLIC SCHOOLS | ||||||||||||
| 417 ROCK STREET | FALL RIVER | MA | 02720 | NONE | GOV | EDUCATION | $807,250 | |||||
| FJC A FOUNDATION OF PHILANTHROPIC FUNDS | ||||||||||||
| 225 WEST 39TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | COMMUNITY | $200,000 | |||||
| FOSTER AMERICA | ||||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| FOUNDATION FOR DEFENSE OF DEMOCRACIES INC | ||||||||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | NONE | PC | GLOBAL | $100,000 | |||||
| FRIENDS OF EXCEL ACADEMY INC | ||||||||||||
| 58 MOORE STREET | EAST BOSTON | MA | 02128 | NONE | PC | EDUCATION | $50,000 | |||||
| FRIENDS OF GIVAT HAVIVA INC | ||||||||||||
| 500 7TH AVE 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GLOBAL | $550,000 | |||||
| FRIENDS OF THE PUBLIC GARDEN INC | ||||||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | PC | COMMUNITY | $5,000 | |||||
| FRIENDS OF UNITED HATZALAH INC | ||||||||||||
| 442 5TH AVENUE SUITE 1866 | NEW YORK | NY | 10018 | NONE | PC | GLOBAL | $250,000 | |||||
| FRIENDS OF VERITAS PREPARATORY CHARTER SCHOOL INC | ||||||||||||
| 370 PINE STREET | SPRINGFIELD | MA | 01105 | NONE | PC | EDUCATION | $25,000 | |||||
| FUENTE LATINA INC | ||||||||||||
| 7300 BISCAYNE BLVD SUITE 200 | MIAMI | FL | 33138 | NONE | PC | COMMUNITY | $25,000 | |||||
| GILMAN SCHOOL INC | ||||||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | EDUCATION | $25,000 | |||||
| HAROLD GRINSPOON FOUNDATION | ||||||||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 01001 | NONE | SO I | COMMUNITY | $200,000 | |||||
| HARVARD GRADUATE SCHOOL OF EDUCATION | ||||||||||||
| 13 APPIAN WAY LONGFELLOW G003 | CAMBRIDGE | MA | 02138 | NONE | PC | EDUCATION | $10,479 | |||||
| HARVARD HILLEL | ||||||||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | COMMUNITY | $138,000 | |||||
| HASOUB | ||||||||||||
| NONE | PC FOREIGN EQ. | GLOBAL | $125,000 | PO BOX 399 | KFAR KARA | IS | 3007500 | |||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | COMMUNITY | $486,000 | |||||
| HONEYMOON ISRAEL FOUNDATION INC | ||||||||||||
| 2406 MOUNT VERNON RD SUITE 130 | DUNWOODY | GA | 30338 | NONE | PC | COMMUNITY | $3,500,000 | |||||
| HOOPTEE CHARITIES INC | ||||||||||||
| PO BOX 11683 | CHARLOTTE | NC | 28220 | NONE | PC | COMMUNITY | $10,000 | |||||
| HOOSAC VALLEY REGIONAL SCHOOL DISTRICT | ||||||||||||
| 191 CHURCH ST | CHESHIRE | MA | 01225 | NONE | GOV | EDUCATION | $64,000 | |||||
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | COMMUNITY | $25,000 | |||||
| IMPACTISRAEL INC | ||||||||||||
| 200 HIGHLAND AVENUE SUITE 301 | NEEDHAM | MA | 02494 | NONE | PC | GLOBAL | $150,000 | |||||
| INSTITUTE FOR CITIZENS & SCHOLARS | ||||||||||||
| 104 CARNEGIE CENTER | PRINCETON | NJ | 08540 | NONE | PC | EDUCATION | $100,000 | |||||
| IRGUN RABBANEI TZOHAR (RA) | ||||||||||||
| NONE | PC FOREIGN EQ. | GLOBAL | $50,000 | 9 HAMELACHA STREET LOD | JERUSALEM | IS | 7152015 | |||||
| ISRAEL AMERICA ACADEMIC EXCHANGE | ||||||||||||
| 8383 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90211 | NONE | PC | GLOBAL | $333,000 | |||||
| ISRAEL INSTITUTE INC | ||||||||||||
| 1100 NEW JERSEY AVE SE STE 2115 | WASHINGTON | DC | 20003 | NONE | PC | GLOBAL | $50,000 | |||||
| ISRAEL ON CAMPUS COALITION | ||||||||||||
| 734 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | GLOBAL | $450,000 | |||||
| ISRAEL POLICY FORUM INC | ||||||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PC | GLOBAL | $100,000 | |||||
| ISRAELI AMERICAN COUNCIL | ||||||||||||
| 5900 CANOGA AVENUE SUITE 390 | WOODLAND | CA | 91367 | NONE | PC | GLOBAL | $50,000 | |||||
| ITREK INC | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GLOBAL | $2,210,175 | |||||
| JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL | ||||||||||||
| 633 3RD AVENUE 21ST FLOOR SUITE C | NEW YORK | NY | 10017 | NONE | PC | GLOBAL | $500,000 | |||||
| JEWISH BIG BROTHER SISTER ASSOCIATION OF BOSTON | ||||||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02415 | 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 RELATIONS COUNCIL OF GREATER BOSTON | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | COMMUNITY | $150,000 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENNISULA | ||||||||||||
| 121 STEUART STREET SUITE 301 | SAN FRANCISCO | CA | 94105 | NONE | PC | COMMUNITY | $200,000 | |||||
| JEWISH FAMILY & CHILDRENS SERVICE | ||||||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | COMMUNITY | $50,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| PO BOX 960059 | BOSTON | MA | 02196 | NONE | PC | GLOBAL | $2,056,750 | |||||
| JEWISH VOCATIONAL SERVICE INC | ||||||||||||
| 75 FEDERAL STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | EDUCATION | $1,094,000 | |||||
| JEWS OF COLOR INITIATIVE | ||||||||||||
| 1569 SOLANO AVENUE | BERKELEY | CA | 94707 | NONE | PC | COMMUNITY | $50,000 | |||||
| KENS KREW INC | ||||||||||||
| PO BOX 613 | LAFAYETTE HILL | PA | 19444 | NONE | PC | COMMUNITY | $10,000 | |||||
| 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 | |||||
| LEICESTER PUBLIC SCHOOLS | ||||||||||||
| 3 WASHBURN SQUARE | LEICESTER | MA | 01524 | NONE | GOV | EDUCATION | $189,788 | |||||
| LEVEL PLAYING FIELD LTD | ||||||||||||
| 79432 RIDGEHAVEN RD | LANCASTER | SC | 29720 | NONE | PC | COMMUNITY | $20,000 | |||||
| LIFE AFTER HATE INC | ||||||||||||
| 6650 W STATE STREET SUITE 304 | MILWAUKEE | WI | 53213 | NONE | PC | COMMUNITY | $30,000 | |||||
| MARLBOROUGH PUBLIC SCHOOLS | ||||||||||||
| 25 UNION STREET | MARLBOROUGH | MA | 01752 | NONE | GOV | EDUCATION | $10,120 | |||||
| MASSACHUSETTS FALLEN HEROES INC | ||||||||||||
| 12 CHANNEL STREET SUITE 603 | BOSTON | MA | 02210 | NONE | PC | COMMUNITY | $10,000 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 125 NASHUA STREET DEVELOPMENT | BOSTON | MA | 02114 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | OFFICE | ||||
| MASSACHUSETTS WONDERFUND INC | ||||||||||||
| 600 WASHINGTON STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC | ||||||||||||
| 33 KEARNEY SQUARE | LOWELL | MA | 01852 | NONE | PC | EDUCATION | $868,000 | |||||
| MILLBURY PUBLIC SCHOOLS | ||||||||||||
| 12 MARTIN ST | MILLBURY | MA | 01527 | NONE | GOV | EDUCATION | $40,246 | |||||
| MILTON PUBLIC SCHOOLS | ||||||||||||
| MILTON PUBLIC SCHOOLS | MILTON | MA | 02186 | NONE | GOV | EDUCATION | $8,038 | |||||
| MIND RESEARCH INSTITUTE INC | ||||||||||||
| 5281 CALIFORNIA AVE STE 300 | IRVINE | CA | 92617 | NONE | PC | EDUCATION | $2,030,000 | |||||
| MOISHE HOUSE | ||||||||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | NONE | PC | COMMUNITY | $350,000 | |||||
| MONOMOY REGIONAL SCHOOL DISTRICT | ||||||||||||
| 425 CROWELL ROAD | CHATHAM | MA | 02633 | NONE | GOV | EDUCATION | $15,840 | |||||
| MONSON PUBLIC SCHOOLS | ||||||||||||
| TOWN OF MONSON 110 MAIN STREET | MONSON | MA | 01057 | NONE | GOV | EDUCATION | $1,500 | |||||
| MORE THAN WORDS INC | ||||||||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | NONE | PC | YOUTH DEVELOPMENT | $20,000 | |||||
| NANTUCKET COTTAGE HOSPITAL | ||||||||||||
| 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 | $100,000 | |||||
| NANTUCKET PUBLIC SCHOOLS | ||||||||||||
| 10 SURFSIDE ROAD | NANTUCKET | MA | 02554 | NONE | GOV | EDUCATION | $7,730 | |||||
| NASHOBA LEARNING GROUP INC | ||||||||||||
| 10 OAK PARK DRIVE | BEDFORD | MA | 01730 | NONE | PC | COMMUNITY | $18,000 | |||||
| NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE | ||||||||||||
| 330 MARTIN LUTHER KING BOULEVARD | ROXBURY | MA | 02119 | NONE | PC | COMMUNITY | $10,000 | |||||
| NATIONAL BLACK EMPOWERMENT COUNCIL INC | ||||||||||||
| 931 MONROE DRIVE NE STE A102 632 | ATLANTA | GA | 30308 | NONE | PC | COMMUNITY | $200,000 | |||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVENUE SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | EDUCATION | $25,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | HEALTH & HUMAN SERVICES | $32,100 | |||||
| NYU LANGONE HEALTH | ||||||||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | HEALTH & HUMAN SERVICES | $700,000 | |||||
| OCEAN STATE JOB LOT CHARITABLE FOUNDATION | ||||||||||||
| 375 COMMERCE PARK RD | NORTH KINGSTOWN | RI | 02852 | NONE | PC | GLOBAL | $500,000 | |||||
| ONEGOAL | ||||||||||||
| 180 N WABASHSUITE 800 | CHICAGO | IL | 60601 | NONE | PC | EDUCATION | $50,000 | |||||
| ONETABLE | ||||||||||||
| 79 MADISON AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | NONE | PC | COMMUNITY | $250,000 | |||||
| PEABODY PUBLIC SCHOOLS | ||||||||||||
| 27 LOWELL STREET | PEABODY | MA | 01960 | NONE | GOV | EDUCATION | $8,602 | |||||
| PELHAM ELEMENTARY SCHOOL | ||||||||||||
| 170 CHESTNUT STREET BUSINESS OFFICE | AMHERST | MA | 01002 | NONE | GOV | EDUCATION | $1,250 | |||||
| PEMBROKE PUBLIC SCHOOLS | ||||||||||||
| 72 PILGRIM ROAD | PEMBROKE | MA | 02359 | NONE | GOV | EDUCATION | $51,183 | |||||
| PHOENIX CHARTER ACADEMY FOUNDATION | ||||||||||||
| 200 PORTLAND STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | SO I | EDUCATION | $20,000 | |||||
| PINE STREET INN INC | ||||||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | COMMUNITY | $75,000 | |||||
| PITTSFIELD PUBLIC SCHOOLS | ||||||||||||
| 269 FIRST STREET | PITTSFIELD | MA | 01201 | NONE | GOV | EDUCATION | $484,500 | |||||
| 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 | $25,000 | |||||
| PROJECT ALS INC | ||||||||||||
| 2585 BROADWAY SUITE 202 | NEW YORK | NY | 10025 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | |||||
| PROJECT LEAD THE WAY INC | ||||||||||||
| 5939 CASTLE CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46250 | NONE | PC | EDUCATION | $380,600 | |||||
| QUABOAG REGIONAL SCHOOL DISTRICT | ||||||||||||
| 284 OLD WEST BROOKFIELD ROAD | WARREN | MA | 01083 | NONE | GOV | EDUCATION | $165,500 | |||||
| RANDOLPH PUBLIC SCHOOLS | ||||||||||||
| 40 HIGHLAND AVENUE | RANDOLPH | MA | 02368 | NONE | GOV | EDUCATION | $252,700 | |||||
| REVERE PUBLIC SCHOOLS | ||||||||||||
| 107 NEWHALL STREET | REVERE | MA | 02151 | NONE | GOV | EDUCATION | $759,000 | |||||
| RIAN IMMIGRANT CENTER INC | ||||||||||||
| 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 | COMMUNITY | $10,000 | |||||
| ROSIE'S PLACE INC | ||||||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | COMMUNITY | $150,000 | |||||
| SHALEM FOUNDATION | ||||||||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $51,000 | |||||
| SILVER LAKE REGIONAL SCHOOL DISTRICT | ||||||||||||
| 250 PEMBROKE STREET | KINGSTON | MA | 02364 | NONE | GOV | EDUCATION | $2,186 | |||||
| SIXPOINT INC | ||||||||||||
| 4905 34TH STREET SOUTH SUITE 412 | SAINT PETERSBURG | FL | 33711 | NONE | PC | GLOBAL | $50,000 | |||||
| SONDUK EL YANABIA (RA) | ||||||||||||
| NONE | PC FOREIGN EQ. | GLOBAL | $335,700 | 8 HAGOREN STREET | OMER | IS | 8496500 | |||||
| SOUTH HADLEY PUBLIC SCHOOLS | ||||||||||||
| 116 MAIN STREET | SOUTH HADLEY | MA | 01075 | NONE | GOV | EDUCATION | $10,000 | |||||
| SOUTHCOAST COMMUNITY FOUNDATION INC | ||||||||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | NONE | PC | COMMUNITY | $25,000 | |||||
| SOUTHERN POVERTY LAW CENTER INC | ||||||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | COMMUNITY | $1,000 | |||||
| SPRINGFIELD PUBLIC SCHOOLS | ||||||||||||
| 1550 MAIN STREET | SPRINGFIELD | MA | 01103 | NONE | GOV | EDUCATION | $4,320 | |||||
| STACY MIDDLE SCHOOL | ||||||||||||
| 31 WEST FOUNTAIN STREET | MILFORD | MA | 01757 | NONE | GOV | EDUCATION | $11,640 | |||||
| STEPPINGSTONE FOUNDATION INC | ||||||||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PC | EDUCATION | $150,000 | |||||
| SUCCESS ACADEMY CHARTER SCHOOLS INC | ||||||||||||
| 95 PINE STREET6TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | EDUCATION | $50,000 | |||||
| SUMMER SEARCH | ||||||||||||
| 3840 WASHINGTON STREET SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PC | YOUTH DEVELOPMENT | $300,000 | |||||
| TAUNTON PUBLIC SCHOOLS | ||||||||||||
| 215 HARRIS STREET | TAUNTON | MA | 02780 | NONE | GOV | EDUCATION | $26,360 | |||||
| TEACH FOR AMERICA INC | ||||||||||||
| 50 MILK STREET FL 16TH | BOSTON | MA | 02109 | NONE | PC | EDUCATION | $50,000 | |||||
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | ||||||||||||
| 525 W 120TH STREET BOX 127 | NEW YORK | NY | 10027 | NONE | PC | EDUCATION | $25,000 | |||||
| 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 | $18,000 | |||||
| THE 74 MEDIA INC | ||||||||||||
| 222 BROADWAY FL 19 | NEW YORK | NY | 10038 | NONE | PC | EDUCATION | $25,000 | |||||
| THE ASPEN INSTITUTE INC | ||||||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | COMMUNITY | $25,000 | |||||
| THE BOSTON RENAISSANCE FOUNDATION INC | ||||||||||||
| 1415 HYDE PARK AVE | HYDE PARK | MA | 02136 | NONE | PC | EDUCATION | $126,500 | |||||
| THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC | ||||||||||||
| 9201 UNIVERSITY CITY BLVD REESE 411 | CHARLOTTE | NC | 28223 | NONE | PC | EDUCATION | $200,000 | |||||
| THE GREATER BOSTON FOOD BANK INC | ||||||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | COMMUNITY | $150,000 | |||||
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | ||||||||||||
| 25 BROADWAYSUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | GLOBAL | $2,715,000 | |||||
| THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | ||||||||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20005 | NONE | PC | GLOBAL | $275,000 | |||||
| THE MATCH FOUNDATION INC | ||||||||||||
| 215 FOREST HILLS STREET | BOSTON | MA | 02130 | NONE | PC | EDUCATION | $4,320 | |||||
| THE MISSION CONTINUES | ||||||||||||
| 1141 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | NONE | PC | COMMUNITY | $10,000 | |||||
| THE PORTLAND TRUST | ||||||||||||
| NONE | PC FOREIGN EQ. | GLOBAL | $200,000 | 54 PORTLAND PLACE | LONDON | UK | W1B 1DY | |||||
| THE TEACHER COLLABORATIVE INC | ||||||||||||
| PO BOX 441645 | SOMERVILLE | MA | 02144 | NONE | PC | EDUCATION | $10,000 | |||||
| THE TOWN OF MILFORD | ||||||||||||
| 31 WEST FOUNTAIN STREET | MILFORD | MA | 01757 | NONE | GOV | EDUCATION | $671,000 | |||||
| THE UCLA FOUNDATION | ||||||||||||
| PO BOX 7145DONOR RELATIONS OFFICE | PASADENA | CA | 91109 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | |||||
| THOMAS B FORDHAM INSTITUTE | ||||||||||||
| 1016 16TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | EDUCATION | $10,000 | |||||
| THREAD INC | ||||||||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | PC | YOUTH DEVELOPMENT | $2,500,000 | |||||
| TOWN OF AMHERST | ||||||||||||
| 4 BOLTWOOD AVENUE | AMHERST | MA | 01002 | NONE | GOV | EDUCATION | $3,750 | |||||
| TOWN OF SEEKONK | ||||||||||||
| TOWN OF SEEKONK 25 WATER LANE | SEEKONK | MA | 02771 | NONE | GOV | EDUCATION | $23,147 | |||||
| TOWN OF UXBRIDGE PUBLIC SCHOOLS | ||||||||||||
| 9 NORTH MAIN STREET | UXBRIDGE | MA | 01569 | NONE | GOV | EDUCATION | $16,160 | |||||
| UNION CAPITAL BOSTON INC | ||||||||||||
| 1542 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | COMMUNITY | $50,000 | |||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | COMMUNITY | $25,000 | |||||
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | NONE | PC | EDUCATION | $40,000 | |||||
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | ||||||||||||
| 1 PERKINS STREET | LOWELL | MA | 01854 | NONE | PC | EDUCATION | $9,300 | |||||
| UP EDUCATION NETWORK INC | ||||||||||||
| 90 CANAL STREET SUITE 600 | BOSTON | MA | 02114 | NONE | PC | EDUCATION | $112,960 | |||||
| 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 | $15,000 | |||||
| WALTHAM PUBLIC SCHOOLS | ||||||||||||
| 617 LEXINGTON STREET | WALTHAM | MA | 02452 | NONE | GOV | EDUCATION | $686,500 | |||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | GLOBAL | $50,000 | |||||
| WEST POINT ASSOCIATION OF GRADUATES | ||||||||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | NONE | PC | COMMUNITY | $50,000 | |||||
| WESTERN STATES CENTER INC | ||||||||||||
| 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 | $799,390 | |||||
| WEYMOUTH PUBLIC SCHOOLS | ||||||||||||
| 111 MIDDLE STREET | WEYMOUTH | MA | 02189 | NONE | GOV | EDUCATION | $16,650 | |||||
| WORCESTER PUBLIC SCHOOLS | ||||||||||||
| 20 IRVING STREET | WORCESTER | MA | 01609 | NONE | GOV | EDUCATION | $3,500 | |||||
| WORK BASED LEARNING ALLIANCE INC | ||||||||||||
| 8 THE GREEN SUITE 13631 | DOVER | DE | 19901 | NONE | PC | EDUCATION | $64,350 | |||||
| YEAR UP INC | ||||||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PC | YOUTH DEVELOPMENT | $3,000,000 | |||||
| YOUNG MENS 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 | $802,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,036,140 | 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 | $3,131 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $582,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,265,616 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $767,334 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| STATE TAX REFUNDS | 01 | $39,668 | ||
| OTHER INVESTMENT INCOME | 01 | $823,591 | 901101 | -$823,546 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $442,070 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,215,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,657,936 | 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 | 177 HUNTINGTON AVE SUITE 1500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,886,520 | 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 | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $29,886,520 | FairMarketValueAmt |
| Received | 2023-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP. FEES | CategoryTxt |
| Amt | $62,274 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $62,274 | 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 | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2018-07-01 | $240,198 | $108,090 | SL | 10.000000000000 | $24,020 | $0 | $24,020 |
| OFFICE EQUIPMENT | 2013-07-01 | $5,660 | $5,660 | SL | 5.000000000000 | $0 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-01-10 | $132,777 | $60,354 | SL | 11.000000000000 | $12,071 | $0 | $12,071 |
| OFFICE EQUIPMENT | 2014-07-01 | $18,791 | $18,791 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2018-07-01 | $89,972 | $80,974 | SL | 5.000000000000 | $8,998 | $0 | $8,998 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| CONDUIT ELECTION | FORM 990-PF, PART XII | ONE8 FOUNDATION ("FOUNDATION") IS TREATING DISTRIBUTIONS AS BEING MADE OUT OF CORPUS FOR PURPOSES OF PERMITTING DONOR(S) TO CLAIM A FULL FAIR MARKET DEDUCTION FOR CONTRIBUTIONS TO THE FOUNDATION IN 2023. CONDUIT TREATMENT OF CONTRIBUTION MADE TO PRIVATE FOUNDATION UNDER IRC SECTION 170(B)(1)(F)(II), TREAS. REGS. 1.170A-9(H) AND IRC SECTION 4942(H)(2)2023 AMOUNTS REQUIRED TO BE DISTRIBUTED UNDER CONDUIT RULES2022 UNDISTRIBUTED INCOME NONE2023 DISTRIBUTABLE AMOUNT $39,521,8422023 NON-CASH (PROPERTY) CONTRIBUTIONS RECEIVED FROM DONOR $29,886,5202023 CASH CONTRIBUTIONS RECEIVED FROM DONOR $20,000,000TOTAL AMOUNT REQUIRED TO BE DISTRIBUTED BEFORE 3/15/2024 UNDER PRIVATE FOUNDATION CONDUIT RULES $89,408,3622023 AMOUNTS DISTRIBUTED OR DEEMED DISTRIBUTEDQUALIFYING DISTRIBUTIONS APPLIED TO DISTRIBUTABLE AMOUNT $39,521,842AMOUNTS TREATED AS DISTRIBUTIONS OUT OFCORPUS TO SATISFY REQUIREMENTS OF IRC SECTION 170(B)(1)(F) AND DISTRIBUTED OUT OF CORPUS $49,886,520AMOUNTS DISTRIBUTED OUT OF CORPUS TO SATISFY REQUIREMENTS OF IRC SECTION 170(B)(1)(F) IN 2024 PRIOR TO 3/15/2024 NONETOTAL AMOUNT DISTRIBUTED FROM CORPUS BEFORE 3/15/2024 IN ACCORDANCE WITH IRC SEC. 170(B)(1)(F)(II), TREAS. REGS. 1.170A-9(H) AND IRC SECTION 4942(H)(2) $89,408,362THE FOUNDATION MEETS THE REQUIREMENTS OF IRC 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H)(2) AND IS NOT SUBJECT TO THE SECTION 170(E)(1)(B)(II) LIMITATIONS, AS A CONDUIT OR PASS-THROUGH FOUNDATION SINCE ALL CONTRIBUTIONS FROM DONOR RECEIVED DURING 2023 WERE DISTRIBUTED OUT OF CORPUS PRIOR TO 3/15/2024. THUS, THE DONATION QUALIFIES AS IF MADE TO A PUBLIC CHARITY WITH REGARD TO THESE CONTRIBUTIONS. SIGNED ______________________ DATE ______________________ NAME/TITLE ______________________ |
| ELECTION STATEMENT | FORM 990-PF, PART XII, LINE 7 | ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONSFOUNDATION NAME: ONE8 FOUNDATION FEIN: 04-6836735ADDRESS: 177 HUNTINGTON AVENUE, STE 15, BOSTON, MA 02115YEAR-END: 12/31/2023PURSUANT TO REG. 53.4942(A)-3( C)(2)(IV), THIS FOUNDATION ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS AS DETAILED BELOW:TAX YEAR 2018 $8,013,767TAX YEAR 2019 $8,141,605 TAX YEAR 2020 $13,749,338 TAX YEAR 2021 $0 TAX YEAR 2022 $4,950,901TOTAL $34,855,661SIGNED ______________________DATE ______________________NAME/TITLE ______________________ |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADDEPAR INC. CLASS B COMMON STOCK | $457,378 | $3,011,335 |
| ADDEPAR INC. SERIES E PFD | $2,056,612 | $2,875,296 |
| AFRESH TECHNOLOGIES INC. A-1 | $749,998 | $2,673,281 |
| AFRESH TECHNOLOGIES INC. A-2 | $1,374,998 | $2,727,433 |
| AFRESH TECHNOLOGIES INC. SERIES B-1 PREFERRED | $1,124,994 | $1,194,880 |
| CRIMSON CONSULTING SERIES D | $48,302 | $55,220 |
| MARK43 SERIES C EXT PREFERRED | $1,250,000 | $3,484,023 |
| MARK43 SERIES D PREFERRED | $2,500,000 | $5,743,600 |
| MARK43 SERIES E PREFERRED | $3,750,005 | $2,130,260 |
| RENTAL BEAST, INC. CON. PRMSY. | $125,000 | $17,854 |
| RENTAL BEAST, INC. SRS 4-A PFD | $125,000 | $125,000 |
| RENTAL BEAST, INC. SRS A-3 PFD | $750,000 | $97,168 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 10D FUND I, L.P. | AT COST | $1,576,554 | $1,713,142 |
| 10D STW SPV LIMITED PARTNERSHIP | AT COST | $530,865 | $13,566 |
| 22C CAPITAL I-A L.P. | AT COST | $57,864 | $2,100,716 |
| ABRAMS CAPITAL PARTNERS II | AT COST | $2,453,741 | $2,624,436 |
| CRIMSON CONSULTING LTD. | AT COST | $2,833,470 | $5,269,744 |
| DENHAM COMMODITY PARTNERS FUND V L.P. | AT COST | $357,687 | $667,688 |
| DENHAM IV CONTINUATION FUND L.P. | AT COST | $788,686 | $551,745 |
| FIMI OPPORTUNITY V, L.P. | AT COST | $175,020 | $4,484,000 |
| FIMI OPPORTUNITY VI, L.P. | AT COST | $6,564,198 | $12,222,000 |
| HUTENSKY CAPITAL REIT I | AT COST | $0 | $54,301 |
| KENSICO PARTNERS, L.P. | AT COST | $20,172,850 | $28,831,614 |
| KWIDNET HOLDINGS LLC | AT COST | $339,979,330 | $699,681,999 |
| MAGMA VENTURE CAPITAL IV L.P. | AT COST | $0 | $3,578,928 |
| MAGMA VENTURE CAPITAL IV L.P. | AT COST | $2,016,869 | $4,064,943 |
| NEW ERA CAPITAL PARTNERS L.P. | AT COST | $679,246 | $30,862,277 |
| RISE-UP MOMENTS LTD. SERIES B ORDINARY | AT COST | $1,166,666 | $2,169,207 |
| RIVA CAPITAL PARTNERS II, L.P. | AT COST | $152,720 | $105,555 |
| RIVA CAPITAL PARTNERS III, L.P. | AT COST | $0 | $1,444,580 |
| RIVA CAPITAL PARTNERS IV, L.P. | AT COST | $9,391,704 | $16,033,498 |
| RIVA CAPITAL PARTNERS V, L.P. | AT COST | $9,102,505 | $14,215,213 |
| RIVERSTONE GI ENERGY AND POWER FUND VI, L.P. | AT COST | $943,420 | $4,679,175 |
| SHEARWATER ONSHORE, LLC | AT COST | $937,341 | $993,081 |
| WESTCAP STRATEGIC OPERATOR | AT COST | $50,338 | $6,230,336 |
| WINSTON ASIA FUND, LTD. | AT COST | $1,876,386 | $1,539,887 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $240,198 | $132,110 | $108,088 |
| OFFICE EQUIPMENT | $5,660 | $5,660 | $0 |
| LEASEHOLD IMPROVEMENTS | $132,777 | $72,425 | $60,352 |
| OFFICE EQUIPMENT | $18,791 | $18,791 | $0 |
| OFFICE EQUIPMENT | $89,972 | $89,972 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $70,448 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $70,448 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM EMPLOYEES | Desc |
| BOY Book Value | $10,641 | BOYBookValueAmt |
| EOY Book Value | $166 | EOYBookValueAmt |
| EOYFMV | $166 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING | $493,120 | $0 | $0 | $493,120 |
| EVENTS | $451,988 | $0 | $0 | $451,988 |
| TECHNOLOGY & EQUIPMENT | $161,096 | $0 | $0 | $161,096 |
| OFFICE EXPENSES | $94,413 | $0 | $0 | $94,413 |
| INSURANCE | $16,618 | $0 | $0 | $16,618 |
| WEBSITE | $11,913 | $0 | $0 | $11,913 |
| TELEPHONE | $7,665 | $0 | $0 | $7,665 |
| STATE FILING FEE | $512 | $0 | $0 | $512 |
| PCORI FEE | $103 | $0 | $0 | $103 |
| CARRIED INTEREST | $66,392 | $66,392 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE TAX REFUNDS | $39,668 | $0 | |
| OTHER INVESTMENT INCOME | $45 | $0 | $837,405 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $10,113 | $44,916 |
| CREDIT CARD PAYABLE | $0 | $35,069 |
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 | $4,271,440 | $4,254,390 | $0 | $0 |
| CONSULTING | $2,844,542 | $0 | $0 | $2,844,542 |
| RESEARCH | $333,437 | $0 | $0 | $333,437 |
| MEMBERSHIP DUES | $60,697 | $0 | $0 | $60,697 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,206,589 | $0 | $0 | $0 |
| STATE INCOME TAXES | $23,715 | $0 | $0 | $0 |
| FOREIGN/WITHHOLDING TAX PAID | $153,872 | $153,872 | $0 | $0 |
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 | DISTRIBUTIONS | Desc |
| Amt | $86,128,672 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,200,000 | 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 ST 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 | Desc |
| Amt | $86,128,672 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,128,672 | TotalAmt |
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