2016-10-03T13:42:05-05:00 2015-11-30 342017646 The Gagnon Group LLC P O Box 730 Point Pleasant NJ 087420730 990PF 2014-12-01 306284986 Grousbeck Trust dated April 20 2011 GROU 7322951000 c/o The Gagnon Group LLC PO Box 730 Point Pleasant NJ 087420730 Wycliffe K Grousbeck Trustee 7322951000 2016-09-22 1 Mary C Buletza P00546079 7322951000 2016-09-22 2014 2017-02-10 21:41:12Z X 37103222 X X 214 214 290262 272070 3890174 3890174 3406076 58941 50764 4239591 3729124 0 0 0 25320 11320 5000 22763 14805 0 78382 8541 0 248945 175071 500 375410 209737 5500 3247754 3247754 3623164 209737 3253254 616427 3519387 2132336 324445 324445 35314712 37739030 36778777 37447048 38063475 37103222 0 0 X 37447048 38063475 0 0 0 0 37447048 38063475 37447048 38063475 37447048 616427 0 38063475 0 38063475 K-1 STCG P 2014-12-01 2015-11-30 459674 459674 459674 K-1 LTCG P 2014-11-30 2015-11-30 2929351 2929351 2929351 K-1 SEC 1231 P 2014-11-30 2015-11-30 17051 17051 17051 K-1 STCG UBI P 2014-12-01 2015-11-30 231 231 0 0 K-1 LTCG UBI P 2014-11-30 2015-11-30 113082 113082 0 0 K-1 SEC 1231 UBI P 2014-11-30 2015-11-30 370785 370785 0 0 3406076 0 4374045 42954460 0.101830 2429522 40173192 0.060476 0 9850000 0.000000 15150196 185562757 0.081645 14830145 178633363 0.083020 0.326971 0.065394 40434548 2644177 35194 2679371 3253254 X 35194 0 35194 0 35194 33207 22275 55482 X 20288 20000 288 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 6178543005 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 Wycliffe K Grousbeck 226 Causeway Street 4th Floor Boston MA 02114 Trustee 1.00 0 0 0 Corinne B Grousbeck 226 Causeway Street 4th Floor Boston MA 02114 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 39908821 1141482 0 41050303 0 0 41050303 615755 40434548 2021727 2021727 35194 24238 59432 1962295 0 1962295 0 1962295 3253254 0 3253254 35194 3218060 1962295 0 0 1301244 1355238 446293 2285828 5388603 3253254 0 0 0 1962295 1290959 0 0 6679562 0 0 0 0 0 0 1301244 5378318 1355238 446293 2285828 1290959 Wycliffe K Grousbeck Trustee 226 Causeway Street 4th Floor Boston MA 02114 6178543005 GrousbeckTrust@gmail.com No formal procedures have been established at this time. No deadlines have been established at this time. Grants are limited to IRC Section 501(c)(3) defined purposes and charities. Autism Speaks 85 Devonshire Street 9th Floor Boston MA 02109 N/A Public charities General 3000 Best Buddies Challenge 45 Bromfield Street 7th Floor Boston MA 02108 N/A Public charities General 15000 Big Brothers Big Sisters of Massachusetts Bay 75 Federal Street 8th Floor Boston MA 02110 N/A Public charities General 10000 Boston Celtics Shamrock Foundation 226 Causeway Street 4th Floor Boston MA 02114 N/A Public charities General 482000 Boston Children's Hospital 1 Autumn Street 731 Boston MA 022155301 N/A Public charities General 67500 Boys and Girls Club of Boston 50 Congress Street Boston MA 02109 N/A Public charities General 10000 Breast Cancer Research Foundation 60 E 56th Street 8th Floor New York NY 10022 N/A Public charities General 2500 Bridge Over Trouble Waters 222 Forbes Road Suite 207 Braintree MA 02184 N/A Public charities General 5000 Facing History and Ourselves 16 Hurd Road Brookline MA 02445 N/A Public charities General 2500 Film Makers Collaborative 6 Eastman Place Suite 202 Melrose MA 02176 N/A Public charities General 25000 Formula E Operations 3 Shortlands 9th FCloor Hammersmith London UK W6 8DA N/A Public charities General 11770 Isabella Stewart Gardner Museum 280 The Fenway Boston MA 02115 N/A Public charities General 3500 Italian Home for Children 1125 Centre Street Boston MA 021303495 N/A Public charities General 7500 Justine Mee Liff Fund 125 The Fenway Boston MA 02115 N/A Public charities General 2500 K-1 allocation 655 Knight Way Stanford CA 943057216 N/A Public charities General 49 Lesley University 29 Everett Street Cambridge MA 02138 N/A Public charities General 700000 Lovelane Special Needs Horseback Programs 40 Baker Bridge Road Lincoln MA 01773 N/A Public charities General 60000 Massachusetts Eye and Ear Infirmary 243 Charles Street Boston MA 02114 N/A Public charities General 1100000 Massachusetts General Hospital 100 Cambridge Street Suite 1310 Boston MA 021142548 N/A Public charities General 10000 MGH Cancer Center 55 Fruit Street Boston MA 02144 N/A Public charities General 5000 Michigan State University D208 Veterinary Medical Center East Lansing MI 488241314 N/A Public charities General 50000 MSPCC 3815 Washington Street Suite 2 Boston MA 02130 N/A Public charities General 25000 MVCPC Inc-Camp Jabbeewocky PO Box 1357 Vineyard Haven MA 02568 N/A Public charities General 50000 MVYouth PO Box 65 Chilmark MA 02535 N/A Public charities General 25935 National Braille Press 88 St Stephen St Boston MA 02115 N/A Public charities General 25000 Off the Wall Graffiti 5807 Tobias Avenue Sherman Oaks CA 91411 N/A public charities General 5000 Perkins School for the Blind 175 North Beacon Street Watertown MA 02172 N/A Public charities General 15000 Reitsyndromorg 4600 Devitt Drive Cincinnati OH 45246 N/A Public charities General 10000 Stanford University 326 Galvez Street Stanford CA 943055018 N/A Public charities General 25000 The Cam Neely Foundation 30 Winter Street 2nd Floor Boston MA 02108 N/A PUblic charities General 10000 The Greater Boston Food Bank 70 S Bay Avenue Boston MA 02118 N/A Public charities General 15000 The Joey Fund 220 N Main Street Suite 104 Natick MA 01760 N/A Public charities General 25000 The National Rowing Foundation 67 Mystic Road North Stonington CT 06359 N/A Public charities General 33000 University of Iowa Foundation PO Box 4550 Iowa City IA 522444550 N/A Public charities General 395500 US Ski and Snowbaord Team Foundation PO Box 100 Park City UT 84060 N/A Public charities General 15000 Weston Police Relief Association 180 Boston Post Road Weston MA 02193 N/A Public charities General 500 3247754 0 14 214 900099 18192 14 272070 900099 8177 14 50764 900099 484098 14 3406076 510467 3729124 0 4239591 0 0 0 0 0 0 0 0 0 0 Accounting and tax fees 23000 9000 5000 Bookkeeping services 2320 2320 0 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 35314712 37739030 36778777 Massachusetts filing fees 500 0 500 K-1 allocation non-ded exp 33274 0 0 K-1 allocation deductions - portfolio (2% floor) 166740 166740 0 K-1 allocation deductions - portfolio (other) 13331 8331 0 UBI allocation K-1s Pship Ordinary Loss 33053 0 0 UBI allocation K-1s Pship Other Portfolio Loss 2047 0 0 K-1 Pship Portfolio income 585384 585384 585384 K-1 Pship Other income -393982 -393982 -393982 K-1 Pship Ordinary income 3726 3726 3726 K-1 Pship Net Rental RE income -144364 -144364 -144364 k-1 Pship Net Rental RE income-UBI 8177 0 8177 Federal 990 PF tax payments 32000 0 0 Foreign tax withheld 14223 8541 0 State tax expense 32159 0 0