ONE8 FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ONE8 FOUNDATION (EIN 04-6836735)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202313149349100301
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2023-11-10T01:32:15-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-10 | 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 |
| 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 | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $757,860,874 | 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 | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $87,218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87,218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $271,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,463,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,463,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,348,081 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $474,981 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$318,662 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,297,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,388,235 | 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 | $3,158,336 | 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 | $3,158,336 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $641,363 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $641,363 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $69,518 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $69,518 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $57,540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,986,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,288,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $688,788 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,801,961 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $90 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $54,085 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $593,573 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $593,573 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $661,291 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $661,291 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,235 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,235 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $475,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $475,711 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,502,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,288,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,348,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,764,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,764,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,266,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,288,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,112,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,968,719 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,100,057 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,312,796 | CashBOYAmt |
| Cash EOY | $3,494,304 | CashEOYAmt |
| Cash EOYFMV | $3,494,304 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $132,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,684 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $18,857,117 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,875,674 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,875,674 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,048,303 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,187,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,465,426 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $437,862,184 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $406,812,411 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $713,560,446 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $487,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $273,869 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $321,699 | LandBOYAmt |
| Land EOY | $213,529 | LandEOYAmt |
| Land EOYFMV | $321,699 | LandEOYFMVAmt |
| Other Assets BOY | $229,164 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,641 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,641 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $483,763,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $443,726,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $757,860,874 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $24,162 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,113 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,113 | 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 | $483,739,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $443,716,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $483,739,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $443,716,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $483,763,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $443,726,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $483,739,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,968,719 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $443,770,502 | SubtotalAmt |
| Other Decreases | $54,085 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $443,716,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| 22C CAPITAL I-A L.P. | P | $117,266 | $117,266 | $117,266 | |
| HIGHFIELDS CAP. IV LP - FINAL GAIN | P | $127,980 | $127,980 | $127,980 | |
| MAGMA VENTURE CAPITAL III L.P. | P | $466,143 | $466,143 | $466,143 | |
| NEW ERA CAPITAL PARTNERS L.P. | P | $5,591,361 | $5,591,361 | $5,591,361 | |
| WESTCAP STRATEGIC OPERATOR | P | $23,037 | $23,037 | $23,037 | |
| SPT LLC | P | $137,964 | $137,964 | $137,964 | |
| LP CAP. GAINS - MAGMA VENTURE CAPITAL III L.P. | P | $448,789 | $448,789 | $448,789 | |
| LP CAP. GAINS - MAGMA VENTURE CAPITAL IV L.P. | P | $49,603 | $49,603 | $49,603 | |
| LP CAP. GAINS - SHEARWATER ONSHORE, LLC | P | -$1,409,985 | -$1,409,985 | $1,409,985 | |
| LP CAP. GAINS - RIVERSTONE GLBL E&P FUND VI LP | P | -$31,600 | -$31,600 | $31,600 | |
| LP CAP. GAINS - PAR INVESTMENT PARTNERS, L.P. | P | -$126,127 | -$126,127 | $126,127 | |
| LP CAP. GAINS - NEW ERA CAPITAL PARTNERS, LP | P | $5,618,541 | $5,618,541 | $5,618,541 | |
| LP CAP. GAINS - RVRSTNE GLBL E&P FUND VI (MMS) LP | P | $6,065 | $6,065 | $6,065 | |
| LP CAP. GAINS - DENHAM COMMODITY PTNRS FUND V LP | P | $13,922 | $13,922 | $13,922 | |
| LP CAP. GAINS - RIVA CAPITAL PARTNERS III, LP | P | $38,996 | $38,996 | $38,996 | |
| LP CAP. GAINS - RIVA CAPITAL PARTNERS V, LP | P | $490,317 | $490,317 | $490,317 | |
| LP CAP. GAINS - RIVA CAPITAL PARTNERS IV, LP | P | $356,406 | $356,406 | $356,406 | |
| LP CAP. GAINS - ABRAMS CAPITAL PARTNERS II, L.P. | P | -$1,524,087 | -$1,524,087 | $1,524,087 | |
| LP CAP. GAINS - SPT LLC | P | $139,098 | $139,098 | $139,098 | |
| LP CAP. GAINS - FIMI OPPORTUNITY 6, L.P. | P | $186,974 | $186,974 | $186,974 | |
| LP CAP. GAINS - FIMI OPPORTUNITY V, L.P. | P | $238,510 | $238,510 | $238,510 | |
| LP CAP. GAINS - 22C CAPITAL I-A, L.P. | P | $221,766 | $221,766 | $221,766 | |
| LP CAP. GAINS - KWIDNET HOLDINGS LLC | P | $40,167,142 | $40,167,142 | $40,167,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,348,081 | 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 | $668,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $668,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $668,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,307,499 | 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 | $1,307,499 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $638,908 | OverpaymentAmt |
| Applied To ES Tax | $638,908 | 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 | $375,689 | $30,528 | $4,320 |
| KARYN COHEN | ||||||||
| 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | VP, JEWISH LIFE & IS | 40.00 | $328,616 | $29,116 | $4,320 |
| ASHWIN RAJENDRA | ||||||||
| 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | SENIOR PORTFOLIO MAN | 40.00 | $232,398 | $8,186 | $4,320 |
| ANNA SIKORSKY | ||||||||
| 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | DIRECTOR, OPERATIONS | 36.00 | $203,231 | $22,608 | $4,320 |
| KATHERINE SKRIVAN | ||||||||
| 177 HUNTINGTON AVE SUITE 1500 | BOSTON | MA | 02115 | DIRECTOR, MASS STEM | 40.00 | $217,552 | $7,741 | $4,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 16 | 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 | $3,297,678 |
| SRI INTERNATIONAL | |||||
| PO BOX 2767 333 RAVENWOOD AVENUE | MENLO PARK | CA | 94025 | RESEARCH | $162,187 |
| ABT ASSOCIATES INC | |||||
| PO BOX 84-5586 | BOSTON | MA | 022845586 | RESEARCH | $123,097 |
| IPSOS INSIGHT LLC | |||||
| 301 MARRITT 7 | NORWALK | CT | 06851 | RESEARCH | $71,775 |
| ISAACSON MILLER | |||||
| PO BOX 4106 | WOBURN | MA | 01888 | STAFFING SERVICES | $66,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MASS STEM HUB IS A PROGRAM OF ONE8 FOUNDATION WITH THE MISSION TO PROVIDE SCHOOLS WITH DEEPLY SUPPORTED ACCESS TO HIGH QUALITY SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) IN SCHOOL PROGRAMMING THAT ENGAGES STUDENTS AND DEVELOPS 21ST CENTURY SKILLS. MASS STEM HUB PROVIDES SUPPORT AND TRAINING TO TEACHERS AND SCHOOLS AND CREATES AND MANAGES STUDENT STEM EVENTS FOR SCHOOLS IN THE COMMONWEALTH. | Description1Txt |
| Expenses1 | $1,168,482 | Expenses1Amt |
| Description2 | ONE8 MASSACHUSETTS WOMEN'S EXECUTIVE MISSION TO ISRAELA FUNDING ISSUE PRIORITY OF THE ONE8 FOUNDATION IS TO BUILD AN OBJECTIVE AND ROBUST UNDERSTANDING OF ISRAEL, ITS HISTORY, CULTURE, ECONOMY AND PEOPLE, AMONG EMERGING AND EXISTING LEADERS THROUGH EDUCATIONAL INITIATIVES, INCLUDING IMMERSIVE PROGRAMS RUN DIRECTLY BY THE FOUNDATION THAT INCLUDE IN-PERSON EDUCATIONAL PROGRAMMING IN ISRAEL. THE ONE8 MASSACHUSETTS WOMEN'S EXECUTIVE MISSION TO ISRAEL CULTIVATES A DEEP AND MEANINGFUL UNDERSTANDING OF ISRAEL. MISSION PARTICIPANTS ARE IMMERSED IN A PROGRAM THAT INCLUDES MEETING WITH AND LEARNING FROM A DIVERSE ARRAY OF ISRAELI LEADERS ACROSS MULTIPLE SECTORS AND ETHNICITIES THROUGHOUT THE TRIP, PROVIDING AN OPPORTUNITY FOR MEANINGFUL LEARNING EXPERIENCES AND A ROBUST EXCHANGE OF IDEAS AND APPROACHES TO CURRENT CHALLENGES. | Description2Txt |
| Expenses2 | $365,558 | Expenses2Amt |
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 | $49,714,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,604,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $811,918,243 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $868,237,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $868,237,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,023,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $855,213,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,760,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,760,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $668,591 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $317,773 | IncomeTaxAmt |
| Total Tax | $986,364 | TotalTaxAmt |
| Distributable Before Adj | $41,774,335 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $387,397 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,161,732 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,161,732 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,112,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,112,633 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,161,732 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,013,767 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,141,605 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,749,388 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $29,904,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,112,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,161,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,950,901 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,855,661 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,855,661 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,013,767 | ExcessFromYear4Amt |
| Excess From Year3 | $8,141,605 | ExcessFromYear3Amt |
| Excess From Year2 | $13,749,388 | ExcessFromYear2Amt |
| Excess From Current Year | $4,950,901 | 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 (171 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A WIDER BRIDGE | ||||||||||||
| 1441 BROADWAY SUITE 6149 | NEW YORK | NY | 10018 | NONE | PC | COMMUNITY | $200,000 | |||||
| AJEEC-NISPED | ||||||||||||
| NONE | PC - FOREIGN EQUIVAL | GLOBAL | $50,000 | 5 YEHUDA HANAHTOM | BEER SHEVA | IS | 8424921 | |||||
| ALMA DEL MAR FOUNDATION INC | ||||||||||||
| 515 BELLEVILLE AVENUE | NEW BEDFORD | MA | 02746 | NONE | PC | EDUCATION | $25,000 | |||||
| AMERICAN FRIENDS OF IDC | ||||||||||||
| 31 WEST 34TH STREET SUITE 8026 | NEW YORK | NY | 10001 | 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 MAOZ-SEAL INC | ||||||||||||
| 7 HAWTHORNE CIRCLE | SOMERSWORTH | NH | 03878 | NONE | PC | GLOBAL | $2,223,000 | |||||
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | ||||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GLOBAL | $2,000,000 | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 100222746 | NONE | PC | COMMUNITY | $25,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | PC | GLOBAL | $10,000 | |||||
| AMERICAN SOCIETY FOR YAD VASHEM INC | ||||||||||||
| 500 5TH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | PC | GLOBAL | $40,000 | |||||
| AMUTAT HAMOVILIM LEMADA AND TECHNOLOGY | ||||||||||||
| NONE | PC - FOREIGN EQUIVAL | 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 UNITED STATES | ||||||||||||
| 1030 15TH STREET NW 12TH FL | WASHINGTON | DC | 20005 | NONE | PC | COMMUNITY | $30,000 | |||||
| ATTLEBORO PUBLIC SCHOOLS | ||||||||||||
| 100 RATHBURN WILLARD DRIVE | ATTLEBORO | MA | 02703 | NONE | GOV | EDUCATION | $24,210 | |||||
| BALTIMORE HOMECOMING INC | ||||||||||||
| 1427 CLARKVIEW ROAD SUITE 500 | BALTIMORE | MD | 21209 | NONE | PC | COMMUNITY | $100,000 | |||||
| BELCHERTOWN PUBLIC SCHOOLS | ||||||||||||
| 14 MAPLE STREET | BELCHERTOWN | MA | 01007 | NONE | GOV | EDUCATION | $6,160 | |||||
| BELLINGHAM PUBLIC SCHOOLS | ||||||||||||
| 4 MECHANIC STREET | BELLINGHAM | MA | 02019 | NONE | GOV | EDUCATION | $1,000 | |||||
| BEND THE ARC | ||||||||||||
| 330 SEVENTH AVE SUITE 1900 | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY | $175,000 | |||||
| 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 | $500,000 | |||||
| BOSTON COLLEGE TRUSTEES | ||||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | PC | EDUCATION | $1,835,000 | |||||
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC | ||||||||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02125 | NONE | PC | EDUCATION | $54,900 | |||||
| BOSTON CROHN'S AND COLITIS | ||||||||||||
| 29 LOCHLAND ROAD | HYDE PARK | MA | 02136 | NONE | PC | HEALTH & HUMAN SERVICES | $500 | |||||
| BOSTON FOUNDATION INC | ||||||||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | COMMUNITY | $25,000 | |||||
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | ||||||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| BOSTON MEDICAL CENTER 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 | $110,000 | |||||
| BURLINGTON PUBLIC SCHOOLS | ||||||||||||
| 123 CAMBRIDGE STREET | BURLINGTON | MA | 01803 | NONE | GOV | EDUCATION | $13,330 | |||||
| BUSINESS EXECUTIVES FOR NATIONAL SECURITY | ||||||||||||
| 1030 15TH STREET NW SUITE 200 EAST | WASHINGTON | DC | 20005 | NONE | PC | COMMUNITY | $25,000 | |||||
| CAM NEELY FOUNDATION | ||||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | NONE | PC | COMMUNITY | $10,000 | |||||
| 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 | $80,000 | |||||
| CHILDRENS GOLF FOUNDATION INC | ||||||||||||
| 7301 HAVERHILL ROAD N | WEST PALM BEACH | FL | 33407 | NONE | PC | COMMUNITY | $5,000 | |||||
| CHILDREN'S HOSPITAL CORPORATION | ||||||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02215 | NONE | PC | HEALTH & HUMAN SERVICES | $250,000 | |||||
| CITY OF FITCHBURG | ||||||||||||
| 376 SOUTH STREET | FITCHBURG | MA | 01420 | NONE | GOV | EDUCATION | $23,615 | |||||
| COACHING FOR CHANGE INC | ||||||||||||
| 427 WINTHROP STREET UNIT A | TAUNTON | MA | 02780 | NONE | PC | YOUTH DEVELOPMENT | $18,000 | |||||
| COLLECTIVE IMPACT | ||||||||||||
| NONE | PC - FOREIGN EQUIVAL | GLOBAL | $400,000 | 1 THE JEWS OF PEKIIN STREET | HADERA | IS | 3840262 | |||||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | GLOBAL | $1,000,000 | |||||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | COMMUNITY | $1,750,000 | |||||
| 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 SERVINGS INC | ||||||||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PC | COMMUNITY | $36,000 | |||||
| COMPASS WORKING CAPITAL INC | ||||||||||||
| 89 SOUTH STREET SUITE 804 | BOSTON | MA | 02111 | NONE | PC | COMMUNITY | $50,000 | |||||
| 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 | $18,000 | |||||
| CYSTIC FIBROSIS FOUNDATION | ||||||||||||
| 220 NORTH MAIN STREET SUITE 104 | NATICK | MA | 01760 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | |||||
| DANA FARBER CANCER INSTITUTE INC | ||||||||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | PC | HEALTH & HUMAN SERVICES | $110,000 | |||||
| DEDHAM PUBLIC SCHOOLS | ||||||||||||
| 100 WHITING AVENUE | DEDHAM | MA | 02026 | NONE | GOV | EDUCATION | $10,450 | |||||
| DRACUT PUBLIC SCHOOLS | ||||||||||||
| 2063 LAKEVIEW AVENUE | DRACUT | MA | 01826 | NONE | GOV | EDUCATION | $13,950 | |||||
| EAGLE VALLEY LAND TRUST | ||||||||||||
| PO BOX 3016 | EDWARDS | CO | 81632 | NONE | PC | COMMUNITY | $25,000 | |||||
| EAST LONGMEADOW PUBLIC SCHOOLS | ||||||||||||
| 180 MAPLE STREET | EAST LONGMEADOW | MA | 01028 | NONE | GOV | EDUCATION | $12,190 | |||||
| ESPLANADE ASSOCIATION INC | ||||||||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | NONE | PC | COMMUNITY | $18,000 | |||||
| EVANS SCHOLARS FOUNDATION | ||||||||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PC | YOUTH DEVELOPMENT | $100,000 | |||||
| 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 | $62,753 | |||||
| FJC- A FOUNDATION OF PHILANTHROPIC FUNDS | ||||||||||||
| 225 WEST 39TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | COMMUNITY | $101,000 | |||||
| FOSTER AMERICA | ||||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | ||||||||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | NONE | PC | GLOBAL | $100,000 | |||||
| FRIENDS OF EXCEL ACADEMY INC | ||||||||||||
| 58 MOORE STREET | EAST BOSTON | MA | 02128 | NONE | PC | EDUCATION | $100,000 | |||||
| FRIENDS OF VERITAS PREPARATORY CHARTER SCHOOL INC | ||||||||||||
| 370 PINE STREET | SPRINGFIELD | MA | 01105 | NONE | PC | EDUCATION | $50,000 | |||||
| GILMAN SCHOOL INC | ||||||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | EDUCATION | $50,000 | |||||
| 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 | $27,239 | |||||
| HASOUB - HA AMUTA FOR PROMOTING ENTREPRENEURSHIP AND TECHNOLOGY IN THE ARAB | ||||||||||||
| NONE | PC - FOREIGN EQUIVAL | GLOBAL | $75,000 | PO BOX 399 | KFAR KARA | IS | 3007500 | |||||
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | COMMUNITY | $125,000 | |||||
| HONEYMOON ISRAEL FOUNDATION INC | ||||||||||||
| 1417 MAYSON STREET NE | ATLANTA | GA | 30324 | NONE | PC | COMMUNITY | $3,000,000 | |||||
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | COMMUNITY | $25,000 | |||||
| IMPACTISRAEL INC | ||||||||||||
| 200 HIGHLAND AVE SUITE 301 | NEEDHAM | MA | 02494 | NONE | PC | GLOBAL | $150,000 | |||||
| ISRAEL ON CAMPUS COALITION | ||||||||||||
| 734 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | GLOBAL | $300,000 | |||||
| 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 | CA | 91367 | NONE | PC | GLOBAL | $50,000 | |||||
| ITREK INC | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GLOBAL | $2,258,725 | |||||
| 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 | ||||||||||||
| 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 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 | $75,000 | |||||
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | ||||||||||||
| 25 BROADWAY FL 17 | NEW YORK | NY | 10004 | NONE | PC | COMMUNITY | $70,000 | |||||
| JEWISH FAMILY & CHILDREN'S SERVICE | ||||||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | COMMUNITY | $50,000 | |||||
| JEWISH FUNDER'S NETWORK | ||||||||||||
| 150 WEST 30TH ST SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | GLOBAL | $704,050 | |||||
| JEWISH VOCATIONAL SERVICE INC | ||||||||||||
| 75 FEDERAL STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | PC | EDUCATION | $989,000 | |||||
| JEWS OF COLOR INITIATIVE | ||||||||||||
| 1569 SOLANO AVENUE 474 | BERKELEY | CA | 94707 | NONE | PC | COMMUNITY | $50,000 | |||||
| KIPP MASSACHUSETTS INC | ||||||||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | NONE | PC | EDUCATION | $50,000 | |||||
| LEADING EDGE ALLIANCE INC | ||||||||||||
| 85 BROAD STREET 16TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | COMMUNITY | $100,000 | |||||
| LIFE AFTER HATE INC | ||||||||||||
| 11933 W BURLEIGH STREET SUITE 100 | WAUWATOSA | WI | 53222 | NONE | PC | COMMUNITY | $30,000 | |||||
| MARLBOROUGH PUBLIC SCHOOLS | ||||||||||||
| 25 UNION STREET | MARLBOROUGH | MA | 01752 | NONE | GOV | EDUCATION | $13,810 | |||||
| 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 | |||||
| MATAN - INVESTING IN THE COMMUNITY | ||||||||||||
| NONE | PC - FOREIGN EQUIVAL | GLOBAL | $78,217 | 33 YAAVETS STREET | TEL AVIV | IS | 6525832 | |||||
| MIDDLESEX COMMUNITY COLLEGE | ||||||||||||
| 33 KEARNEY SQUARE | LOWELL | MA | 01852 | NONE | GOV | EDUCATION | $332,000 | |||||
| MIND RESEARCH INC | ||||||||||||
| 5281 CALIFORNIA AVENUE SUITE 300 | IRVINE | CA | 92617 | NONE | PC | EDUCATION | $1,240,000 | |||||
| MOISHE HOUSE | ||||||||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | NONE | PC | COMMUNITY | $175,000 | |||||
| MORE THAN WORDS INC | ||||||||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NONE | PC | YOUTH DEVELOPMENT | $20,000 | |||||
| NANTUCKET COTTAGE HOSPITAL FOUNDATION | ||||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| NANTUCKET GOLF CLUB FOUNDATION INC | ||||||||||||
| 250 MILESTONE ROAD PO BOX 313 | SIASCONSET | MA | 02564 | NONE | PC | COMMUNITY | $50,000 | |||||
| NANTUCKET PUBLIC SCHOOLS | ||||||||||||
| 10 SURFSIDE ROAD | NANTUCKET | MA | 02554 | NONE | GOV | EDUCATION | $10,470 | |||||
| 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 | |||||
| NEW ENGLAND AQUARIUM CORPORATION | ||||||||||||
| 1 CENTRAL WHARF DEVELOPMENT | BOSTON | MA | 02110 | NONE | PC | COMMUNITY | $200,000 | DEPARTMENT | ||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVENUE SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | COMMUNITY | $25,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | HEALTH & HUMAN SERVICES | $20,400 | |||||
| NYU LANGONE HEALTH | ||||||||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | HEALTH & HUMAN SERVICES | $525,000 | |||||
| NYU LANGONE HEALTH | ||||||||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | EDUCATION | $200,000 | |||||
| ONEGOAL | ||||||||||||
| 180 N WABASH SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | EDUCATION | $250,000 | |||||
| ONETABLE | ||||||||||||
| 79 MADISON AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | NONE | PC | COMMUNITY | $250,000 | |||||
| OPEN UP RESOURCES | ||||||||||||
| PO BOX 969 | GLADSTONE | OR | 97027 | NONE | PC | EDUCATION | $473,250 | |||||
| PAN MASSACHUSETTS CHALLENGE | ||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | HEALTH & HUMAN SERVICES | $50,000 | |||||
| PELHAM ELEMENTARY SCHOOL | ||||||||||||
| 170 CHESTNUT STREET BUSINESS OFFICE | AMHERST | MA | 01002 | NONE | GOV | EDUCATION | $1,345 | |||||
| PEMBROKE PUBLIC SCHOOLS | ||||||||||||
| 72 PILGRIM ROAD | PEMBROKE | MA | 02359 | NONE | GOV | EDUCATION | $7,160 | |||||
| PHOENIX CHARTER ACADEMY FOUNDATION | ||||||||||||
| 200 PORTLAND STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | PC | EDUCATION | $30,000 | |||||
| PINE STREET INN | ||||||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | COMMUNITY | $75,000 | |||||
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | HEALTH & HUMAN SERVICES | $25,000 | |||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||||
| SOLDIERS FIELD TEELE HALL DEVELOPME | BOSTON | MA | 02163 | NONE | PC | EDUCATION | $50,000 | T OPERATIONS | ||||
| PROJECT ALS INC | ||||||||||||
| 801 RIVERSIDE DRIVE SUITE 6G | NEW YORK | NY | 10032 | NONE | PC | HEALTH & HUMAN SERVICES | $10,000 | |||||
| PROJECT LEAD THE WAY INC | ||||||||||||
| 5939 CASTLE CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46250 | NONE | PC | EDUCATION | $599,500 | |||||
| RANDOLPH PUBLIC SCHOOLS | ||||||||||||
| 40 HIGHLAND AVENUE | RANDOLPH | MA | 02368 | NONE | GOV | EDUCATION | $11,770 | |||||
| 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 | |||||
| SOUTHCOAST COMMUNITY FOUNDATION | ||||||||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | NONE | PC | COMMUNITY | $50,000 | |||||
| SPRINGFIELD PUBLIC SCHOOLS | ||||||||||||
| 1550 MAIN STREET | SPRINGFIELD | MA | 01103 | NONE | GOV | EDUCATION | $4,230 | |||||
| STACY MIDDLE SCHOOL | ||||||||||||
| 31 WEST FOUNTAIN STREET | MILFORD | MA | 01757 | NONE | GOV | EDUCATION | $15,460 | |||||
| STEPPINGSTONE FOUNDATION INC | ||||||||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PC | EDUCATION | $150,000 | |||||
| SUCCESS ACADEMY CHARTER SCHOOLS INC | ||||||||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | EDUCATION | $50,000 | |||||
| SUMMER SEARCH | ||||||||||||
| 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 | $30,190 | |||||
| TEACH FOR AMERICA INC | ||||||||||||
| 60 CANAL STREET 3RD AND 5TH FLOORS | 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 CALCULUS PROJECT | ||||||||||||
| 168 POND STREET | RANDOLPH | MA | 02368 | NONE | PC | EDUCATION | $180,000 | |||||
| THE DESIGN PLATFORM | ||||||||||||
| 5528 LOYOLA AVENUE | NEW ORLEANS | LA | 70115 | NONE | PC | COMMUNITY | $300,000 | |||||
| THE DOROTHY AND MYER S KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY | ||||||||||||
| 5110 DENSMORE AVE | ENCINO | CA | 91436 | NONE | PC | COMMUNITY | $50,000 | |||||
| THE GREATER BOSTON FOOD BANK INC | ||||||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | COMMUNITY | $150,000 | |||||
| THE ISRAEL INSTITUTE | ||||||||||||
| 1100 NEW JERSEY AVE SE STE 2115 | WASHINGTON | DC | 20003 | NONE | PC | GLOBAL | $100,000 | |||||
| THE JEWISH FEDERATIONS OF NORTH AMERICA INC | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | COMMUNITY | $2,550,000 | |||||
| THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | ||||||||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20005 | NONE | PC | GLOBAL | $325,000 | |||||
| THE MATCH FOUNDATION INC | ||||||||||||
| 215 FOREST HILLS STREET | BOSTON | MA | 02130 | NONE | GOV | EDUCATION | $5,730 | |||||
| THE MISSION CONTINUES | ||||||||||||
| 1141 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | NONE | PC | COMMUNITY | $10,000 | |||||
| THE PORTLAND TRUST | ||||||||||||
| NONE | PC - FOREIGN EQUIVAL | GLOBAL | $103,487 | 54 PORTLAND PLACE | LONDON | UK | W1B 1DY | |||||
| THE PREPARATORY FOUNDATION INC | ||||||||||||
| 885 RIVER STREET | HYDE PARK | MA | 02136 | NONE | PC | EDUCATION | $50,000 | |||||
| THE SHALEM FOUNDATION | ||||||||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $36,000 | |||||
| THE TEACHER COLLABORATIVE INC | ||||||||||||
| PO BOX 441645 | SOMERVILLE | MA | 02144 | NONE | PC | EDUCATION | $10,000 | |||||
| THE UCLA FOUNDATION | ||||||||||||
| PO BOX 7145 DONOR RELATIONS OFFICE | PASADENA | CA | 91109 | NONE | PC | EDUCATION | $100,000 | |||||
| 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 | $4,035 | |||||
| TOWN OF UXBRIDGE PUBLIC SCHOOLS | ||||||||||||
| 9 N MAIN STREET ATTN JUDI LANOUE | UXBRIDGE | MA | 01569 | NONE | GOV | EDUCATION | $12,070 | |||||
| TZOHAR | ||||||||||||
| NONE | PC - FOREIGN EQUIVAL | GLOBAL | $50,000 | 9 HAMELACHA STREET LOD | JERUSALEM | IS | 7152015 | |||||
| UNION CAPITAL BOSTON INC | ||||||||||||
| 1542 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | EDUCATION | $50,000 | |||||
| UNION FOR REFORM JUDAISM | ||||||||||||
| 633 THIRD AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | COMMUNITY | $210,000 | |||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBURG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | COMMUNITY | $25,000 | |||||
| UNITED TEEN EQUALITY CENTER INC | ||||||||||||
| PO BOX 7066 | LOWELL | MA | 01852 | NONE | PC | YOUTH DEVELOPMENT | $25,000 | |||||
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | ||||||||||||
| 1 PERKINS STREET | LOWELL | MA | 01854 | NONE | PC | EDUCATION | $89,000 | |||||
| UP EDUCATION NETWORK INC | ||||||||||||
| 90 CANAL STREET SUITE 600 | BOSTON | MA | 02114 | NONE | PC | EDUCATION | $772,890 | |||||
| UPSTREAM USA INC | ||||||||||||
| 2 OLIVER STREET SUITE 402 | BOSTON | MA | 02109 | NONE | PC | HEALTH & HUMAN SERVICES | $500,000 | |||||
| VIBE ISRAEL USA | ||||||||||||
| 101 HUDSON STREET | JERSEY CITY | NJ | 07302 | NONE | PC | GLOBAL | $250,000 | |||||
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | GLOBAL | $100,000 | |||||
| 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 | $26,492 | |||||
| WEYMOUTH PUBLIC SCHOOLS | ||||||||||||
| 111 MIDDLE STREET | WEYMOUTH | MA | 02189 | NONE | GOV | EDUCATION | $15,610 | |||||
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | NONE | PC | EDUCATION | $242,000 | |||||
| WOUNDED WARRIOR PROJECT INC | ||||||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PC | COMMUNITY | $1,000 | |||||
| YEAR UP INC | ||||||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PC | YOUTH DEVELOPMENT | $3,000,000 | |||||
| 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 | $612,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,764,188 | 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 | $87,218 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,598 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $83,372 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $559,464 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,904,287 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| STATE TAX REFUNDS | 01 | $4,212 | ||
| RECOVERY OF PRIOR YEAR GRANTS | 01 | $387,397 | ||
| OTHER INVESTMENT INCOME | 01 | -$1,540,361 | 901101 | $1,540,361 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,183,197 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,114,351 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,297,548 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHON AND JOANNA JACOBSON | BusinessNameLine1Txt |
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 | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP. FEES | CategoryTxt |
| Amt | $57,540 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $57,540 | 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 | $84,070 | 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 | $48,284 | 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 | $62,979 | SL | 5.000000000000 | $17,994 | $0 | $17,994 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADDEPAR INC. CLASS B COMMON STOCK | $457,378 | $2,253,404 |
| ADDEPAR INC. SERIES E PFD | $2,056,612 | $2,151,605 |
| AFRESH TECHNOLOGIES INC. A-1 | $749,998 | $2,673,281 |
| AFRESH TECHNOLOGIES INC. A-2 | $1,374,998 | $2,727,436 |
| CRIMSON CONSULTING SERIES D | $48,302 | $55,220 |
| MARK43 SERIES C EXT PREFERRED | $1,250,000 | $2,924,732 |
| MARK43 SERIES D PREFERRED | $2,500,000 | $4,821,579 |
| MARK43 SERIES E PREFERRED | $3,750,005 | $1,788,289 |
| RENTAL BEAST, INC. CON. PRMSY. | $125,000 | $125,000 |
| RENTAL BEAST, INC. SRS A-3 PFD | $750,000 | $750,000 |
| AFRESH TECHNOLOGIES INC. SERIES B-1 PREFERRED | $1,124,994 | $1,194,880 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,875,674 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,875,674 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RISE-UP MOMENTS LTD. SERIES B ORDINARY | AT COST | $1,166,666 | $2,169,204 |
| CRIMSON CONSULTING LTD. | AT COST | $2,833,470 | $5,269,744 |
| 10D FUND I, L.P. | AT COST | $1,426,554 | $1,889,704 |
| 10D STW SPV LIMITED PARTNERSHIP | AT COST | $530,865 | $518,918 |
| 22C CAPITAL I-A L.P. | AT COST | $0 | $1,519,930 |
| ABRAMS CAPITAL PARTNERS II | AT COST | $16,835,568 | $3,757,181 |
| DENHAM COMMODITY PARTNERS FUND V L.P. | AT COST | $357,687 | $655,896 |
| DENHAM IV CONTINUATION FUND L.P. | AT COST | $820,330 | $672,241 |
| FIMI OPPORTUNITY VI, L.P. | AT COST | $7,064,198 | $11,942,000 |
| FIMI OPPORTUNITY V, L.P. | AT COST | $2,568,531 | $5,951,000 |
| HUTENSKY CAPITAL REIT I | AT COST | $0 | $204,557 |
| KENSICO PARTNERS, L.P. | AT COST | $20,172,850 | $23,660,480 |
| MAGMA VENTURE CAPITAL III L.P. | AT COST | $0 | $3,591,313 |
| MAGMA VENTURE CAPITAL IV L.P. | AT COST | $2,437,589 | $5,719,348 |
| NEW ERA CAPITAL PARTNERS L.P. | AT COST | $0 | $35,979,389 |
| PAR INVESTMENT PARTNERS, L.P. | AT COST | $4,533,846 | $0 |
| RIVA CAPITAL PARTNERS II, L.P. | AT COST | $159,277 | $98,374 |
| RIVA CAPITAL PARTNERS III, L.P. | AT COST | $202,665 | $1,638,499 |
| RIVA CAPITAL PARTNERS IV, L.P. | AT COST | $9,387,792 | $16,536,312 |
| RIVA CAPITAL PARTNERS V, L.P. | AT COST | $9,242,482 | $15,378,593 |
| RIVERSTONE GI ENERGY AND POWER FUND VI, L.P. | AT COST | $2,270,499 | $6,947,600 |
| SHEARWATER ONSHORE, LLC | AT COST | $2,003,593 | $2,262,249 |
| WESTCAP STRATEGIC OPERATOR | AT COST | $0 | $6,963,464 |
| WINSTON ASIA FUND, LTD. | AT COST | $4,000,000 | $4,808,336 |
| KWIDNET HOLDINGS LLC | AT COST | $318,050,658 | $555,426,114 |
| RIVERSTONE G.E.P. FD VI CAYMAN | AT COST | $747,291 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $240,198 | $108,090 | $132,108 |
| OFFICE EQUIPMENT | $5,660 | $5,660 | $0 |
| LEASEHOLD IMPROVEMENTS | $132,777 | $60,355 | $72,422 |
| OFFICE EQUIPMENT | $18,791 | $18,791 | $0 |
| OFFICE EQUIPMENT | $89,972 | $80,973 | $8,999 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $69,518 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $69,518 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL TAX ASSET | $187,586 | ||
| OTHER ASSET | $41,578 | $10,641 | $10,641 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD DEPRECIATION ADJUSTMENT | Desc |
| Amt | $54,085 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TECHNOLOGY & EQUIPMENT | $130,027 | $0 | $0 | $130,027 |
| OFFICE EXPENSES | $88,197 | $0 | $0 | $88,197 |
| EVENTS | $223,573 | $0 | $0 | $223,573 |
| INSURANCE | $15,634 | $0 | $0 | $15,634 |
| TELEPHONE | $8,133 | $0 | $0 | $8,134 |
| STATE FILING FEE | $1,000 | $0 | $0 | $1,000 |
| ANNUAL FILING FEE | $1,000 | $0 | $0 | $1,000 |
| MISCELLANEOUS EXPENSES | $452 | $0 | $0 | $451 |
| WEBSITE | $7,695 | $0 | $0 | $7,695 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT ACTIVITY | $83,372 | $0 | $0 |
| OTHER INVESTMENT INCOME | -$318,662 | $0 | |
| STATE TAX REFUNDS | $4,212 | $0 | |
| RECOVERY OF PRIOR YEAR GRANTS | $387,397 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $4,616 | $10,113 |
| CREDIT CARD PAYABLE | $19,546 | $0 |
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 | $3,297,678 | $3,288,178 | $0 | $0 |
| CONSULTING | $242,097 | $0 | $0 | $242,097 |
| RESEARCH | $397,254 | $0 | $0 | $397,254 |
| MEMBERSHIP DUES | $49,437 | $0 | $0 | $49,437 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,787,676 | $0 | $0 | $90 |
| STATE INCOME TAXES | $14,285 | $0 | $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 | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000,000 | 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 | $28,615,789 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,615,789 | TotalAmt |
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