2020-10-14T18:34:07-05:00 2019-11-30 043074582 Mary C Buletza CPA P O Box 730 Point Pleasant NJ 087420730 990PF 2018-12-01 306284986 GivingGrousbeck Fazzalari dated April 20 2011 GIVI 7322951000 c/o Mary C Buletza CPA PO Box 730 Point Pleasant NJ 087420730 Wycliffe K Grousbeck Trustee 7322951000 2020-10-14 1 Mary C Buletza P00546079 7322951000 X 50.79.101.5 2020-10-14 18:25:11 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 043D56C4E7C3961152ADC9DA5866B7B5D112E844 2018 2021-09-10 13:11:23Z X 401260979 X X 2874979 2874979 4032773 4018909 2126677 2126677 2108195 108828 41252 9143257 9043335 0 0 0 31364 10000 11364 525698 525698 0 20483 13323 0 260963 18063 0 19088 0 19088 306616 270014 500 1164212 837098 30952 5678151 5678151 6842363 837098 5709103 2300894 8206237 38449 70460 70460 179133280 138706610 138706610 144213484 186909037 262483909 323385213 325686107 401260979 0 0 X 0 0 0 0 323385213 325686107 323385213 325686107 323385213 325686107 323385213 2300894 0 325686107 0 325686107 K-1 STCG P 2018-12-01 2019-11-30 560152 560152 560152 K-1 LTCG P 2018-11-30 2019-11-30 1310423 1310423 1310423 K-1 Sec 1231 P 2018-11-30 2019-11-30 53199 53199 53199 K-1 STCG UBI P 2018-12-01 2019-11-30 0 0 K-1 STCG and LTCG UBI P 2018-11-30 2019-11-30 7185 7185 0 0 K-1 Sec 1231 UBI P 2018-11-30 2019-11-30 11297 11297 0 0 K-1 Sec 1256 STCG - 40% P 2018-12-01 2019-11-30 73768 73768 73768 K-1 Sec 1256 LTCG -60% P 2018-11-30 2019-11-30 110653 110653 110653 2108195 0 3879086 308977214 0.012555 4645405 181487217 0.025596 15823271 38342511 0.412682 3218060 40434548 0.079587 4374045 42954460 0.101830 0.632250 0.126450 364590064 46102414 82062 46184476 5709103 164125 0 164125 0 164125 243000 150000 0 393000 X 0 228875 228875 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A Wycliffe K Grousbeck 6178548005 226 Causeway Street 4th Floor Boston MA 02114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Wycliffe K Grousbeck 226 Causeway Street 4th Floor Boston MA 02114 Trustee 2.00 0 0 0 Emilia G Fazzalari 226 Causeway Street 4th Floor Boston MA 02114 Trustee 2.00 0 0 0 NONE 0 JP Morgan 270 Park Avenue New York NY 10017 Investment & Grant Management Fees 431465 Eagle Capital Management via JP Morgan 270 Park Avenue New York NY 10017 Investment Management Fees 65012 0 0 246085644 124056553 0 370142197 0 0 370142197 5552133 364590064 18229503 18229503 164125 888 165013 18064490 0 18064490 0 18064490 5709103 0 5709103 0 5709103 18064490 0 0 7670808 7670808 5709103 0 0 0 5709103 0 7670808 7670808 0 0 0 0 0 4684579 0 0 0 Wycliffe K Grousbeck Trustee 226 Causeway Street 4th Floor Boston MA 02114 6178548005 Applications should be typrwritten and include proof of IRC 501(c)(3) status. Unsolicited grant requests may not receive acknowledgement. No deadlines have been established at this time. Grants are limited to IRC Section 501(c)(3) defined purposes and charities. 3L Place 50 Whitman Street Somerville MA 02144 N/A Public charity General 25000 American Cancer Society 250 Williams Street NW Atlanta GA 30303 N/A Public charity General 10000 Best Buddies International 100 Southeast Second Street Suite 2200 Miami FL 33131 N/A Public charity General 100000 Big Brothers Big Sisters of Mass Bay PO Box 2653 Boston MA 02110 N/A Public charity General 100000 Boston Celtics Shamrock Foundation 226 Causeway St 4th Floor Boston MA 02114 N/A Public charity General 75000 Boston Childrens Hospital Kidding Around Attn Gift Services 401 Park Drive Suite 602 Boston MA 02115 N/A Public charity General 25000 Boston Children's Hospital Attn Gift Services 401 Park Drive Suite 602 Boston MA 02115 N/A Public charity General 25000 Boston Police Foundation Gala 11 Arlington Street Boston MA 02116 N/A Public charity General 25000 Boys & Girls Club of Manchester 555 Union Street Manchester NH 03104 N/A Public charity General 50000 Bridge over Troubled Waters 47 West Street Boston MA 02110 N/A Public charity General 100000 Cam Neely Foundation for Cancer Care 30 Winter Street 2nd Floor Boston MA 02108 N/A Public charity General 5000 Camp Harbor View c/o The Connors Family Office 200 Clarendon Street 60th Floor Boston MA 02116 N/A Public charity General 25000 Camp Jabberwocky PO Box 1357 Vineyard Haven MA 02568 N/A Public charity General 583333 Cape Cod Foundation The Fund for Sandwich 261 Whites Path Unit 2 South Yarmouth MA 02664 N/A Public charity General 20000 City Year 1 Ford Place Suite 1F Detroit MI 48202 N/A Public charity General 20000 Colorectal Cancer Alliance 1025 Vermont Ave NW Suite 1066 Washington DC 20005 N/A Public charity General 75000 Dana-Farber Cancer Institute 347 Don Shula Drive Miami Garden FL 33056 N/A Public charity General 50000 Dolphins Cancer Challenge 10 Brookline Place West 6th Floor Brookline MA 02445 N/A Public charity General 10790 Edward M Kennedy Institute for the United States Senate 210 Morrissey Blvd Columbia PO Boston MA 02125 N/A Public charity General 25000 Family Reach Foundation Cooking Live Boston 142 Berkeley Street 4th Floor Boston MA 02116 N/A Public charity General 10000 Foundation Fighting Blindness Inc 7168 Columbia Gateway Drive Ste 100 Columbia MS 21045 N/A Public charity General 150000 Foundation of Massachusetts Eye and Ear Inc 243 Charles Street Boston MA 02114 N/A Public charity General 300000 Friends of San Patrignano 460 Park Avenue 11th Floor New York NY 10022 N/A Public charity General 100000 Fund for Catholic Schools 66 Brooks Drive 4th Floor Braintree MA 02184 N/A Public charity General 50000 Greg Hill Foundation 800 West Cummings Park Suite 3700 Woburn MA 01801 N/A Public charity General 75000 Hewitt School Benefit 45 East 75th Street New York NY 10021 N/A Public charity General 5000 Hewitt School 45 East 75th Street New York NY 10021 N/A Public charity General 25000 Jewish Family Service of Metrowest 475 Franklin Street Suite 101 Framingham MA 01702 N/A Public charity General 10000 Journey Forward 5 Shawmut Road Canton MA 02021 N/A Public charity General 50000 K-1 allocation 226 Causeway St 4th Floor Boston MA 02114 N/A Public charity General 71 Lesley University 29 Mellen Street 3rd Floor Cambridge MA 02138 N/A Public charity General 25000 Lovelane Special Needs Horseback Riding Program 9 Cambridge Turnpike Lincoln MA 01773 N/A Public charity General 75000 Lyrics for Life Foundation 293 Alverson Road Lagrange GA 30241 N/A Public charity General 45000 Make a Wish Foundation of Metro New York Inc 152 West 57 Street 35th Floor New York NY 10019 N/A Public charity General 200000 Malala Fund PO Box 53347 Washington DC 20009 N/A Public charity General 1000000 Mary Ann Morse Healthcare Corp 747 Water Street Framingham MA 01701 N/A Public charity General 5000 Massachusetts Eye and Ear 243 Charles Street Boston MA 02114 N/A Public charity General 1000000 Michael J Fox Foundation - Ski for Parkinson's Church Street Station PO Box 780 New York NY 10008 N/A Public charity General 50000 MV Youth Operating Expenses PO Box 65 Chilmark MA 02535 N/A Public charity General 1623 MW Fund 2 Bradlee Rd Marblehead MA 01945 N/A Public charity General 30000 National Braille Press 88 St Stephen Street Boston MA 02115 N/A Public charity General 25000 New England Aquarium Corp 1 Central Wharf Boston MA 02110 N/A Public charity General 15000 Nobel and Greenough School - Bill Kehlenbeck Chair 10 Campus Drive Dedham MA 02026 N/A Public charity General 200000 Nobel and Greenough School 10 Campus Drive Dedham MA 02026 N/A Public charity General 93334 Noble and Greenough School - Annual Nobles Fund 40th Reunion 10 Campus Drive Dedham MA 02026 N/A Public charity General 50000 Robin Hood 826 Broadway 9th Floor New York NY 10003 N/A Public charity General 50000 Ron Burton Training Village c/o KMC Productions Inc 150 Wood Road Suite 300 Braintree MA 02184 N/A Public charity General 47000 Sacred Heart Community Services 1381 South First Street San Jose CA 95110 N/A Public charity General 2500 Samuel Waxman Cancer Research Foundation 420 Lexington Avenue Suite 825 New York NY 10170 N/A Public charity General 10000 Stanford University Development Services PO Box 20466 Stanford CA 94309 N/A Public charity General 200000 The Bone Marrow Foundation Be a Lifeline Gala 515 Madison Avenue Suite 1130 New York NY 10022 N/A Public charity General 2500 The Boston Foundation - Civic Leadership and Annual Campaign 75 Arlington Street 3rd Floor Boston MA 02116 N/A Public charity General 25000 The Joey Fund Cystic Fibrosis Foundation 220 North Main Street Suite 104 Natick MA 01760 N/A Public charity General 50000 The Quell Foundation PO Box 1924 N Falmouth MA 02556 N/A Public charity General 5000 Trustees of Princeton University Office of Development The Helm Building 330 Alexander Street Princeton NJ 08540 N/A Public charity General 300000 Women's Alzheimer's Movement in Support of Lisa Wan 11440 San Vicente Blvd Suite 301 Los Angeles CA 90049 N/A Public charity General 10000 Xavier High School 30 West 16th Street New York NY 10011 N/A Public charity General 37000 5678151 3L Place 50 Whitman Street Somerville MA 02144 N/A Public charity General 100000 Boston Children's Hospital Trust Attn Gift Services 401 Park Drive Suite 602 Boston MA 02115 N/A Public charity General 125000 Boys & Girls Club of Boston 200 High Street Boston MA 02110 N/A Public charity General 4000000 Children's Hospital Corporation FBO Boston Children's Hospital 401 Park Drive Suite 602 Boston MA 02115 N/A Public charity General 7500000 Great Pond Foundation PO Box 9000 Edgartown MA 02539 N/A Public charity General 30000 Massachusetts Wonderfund Inc 600 Washington Street Floor 6 Boston MA 02111 N/A Public charity General 250000 Stanford University Development Services PO Box 20466 Stanford CA 94309 N/A Public charity General 200000 12205000 14 2874979 525990 2972 14 4029801 525990 47161 14 61667 525990 18482 14 2108195 68615 9074642 0 9143257 0 0 0 0 0 0 0 0 0 0 Accounting and tax fees 30000 10000 10000 Bookkeeping services 1364 0 1364 Form 8886 TWO FORMS 8886 REPORTABLE TRANSACTION DISCLOSURESTATEMENTS WERE FILED FOR CURRENT YEAR LOSS TRANSACTIONSGREATER THAN $2 MILLION DOLLARS EACH AND TRANSACTIONSWITH CUMULATIVE LOSSES GREATER THAN $4 MILLIONEACH AS REQUIRED BY REG. SEC. 1.6011-4. THE PARTNER'SSHARE OF EACH TRANSACTION LOSS WAS LESS THAN $2MILLION FOR THE CURRENT YEAR, AND LESS THAN $4 MILLIONCUMULATIVELY UNLESS OTHERWISE NOTED. THIS IS BELOWTHE MINIMUM THRESHOLD FOR FILING OF FORM 8886 BY THE PARTNER. Investment in diversified investment partnerships 19835990 21882033 22151405 Investment in private company common stock 31500000 31500000 76200000 Investment in private company debt 7931000 20587375 20250000 Investment in publicly traded securities 84946494 112939629 143882504 Depository and Bank Fees 3662 3662 0 Expenses - Trade 150984 150984 0 Investment Interest expense-Trader Related Activities 11888 11888 0 K-1 allocation deductions - portfolio (2% floor) 57682 57682 0 K-1 allocation deductions - portfolio (other) 9500 4750 0 K-1 allocation deductions - portfolio (other) 71772 41048 0 K-1 allocation non-ded exp 628 0 0 Massachusetts filing fees 500 0 500 K-1 Pship Net Rental RE income -11681 -11681 -11681 K-1 Pship Net Rental RE income-UBI -54910 0 -54910 K-1 Pship Ordinary income 38246 38246 38246 K-1 Pship Ordinary income-UBI 102071 0 102071 K-1 Pship Other Income-state refunds 5489 0 5489 K-1 Pship Portfolio income 14687 14687 14687 Other Income-IRS refunds 785 0 785 Other Income-state refunds 14141 0 14141 Management fees 525698 525698 0 Federal 990 PF tax payments 200000 0 0 Federal 990 T tax payments 30000 0 0 Foreign tax withheld 26817 18063 0 K-1 allocation state tax expense 3385 0 0 State tax expense 761 0 0