2015-03-27T09:34:26-05:00 2014-11-30 042206126 Raphael and Raphael LLP PO Box 730 Point Pleasant NJ 087420730 990PF 2013-12-01 306284986 Grousbeck Trust dated April 20 2011 GROU 7322951000 c/o RR LLP PO Box 730 Point Pleasant NJ 087420730 Wycliffe K Grousbeck Trustee 7322951000 2015-03-20 1 Mary C Buletza P00546079 7322951000 2015-03-20 2013 2016-03-07 17:11:31Z X 43088643 X X 288 288 357088 336462 2681127 3137193 2594126 197744 197744 3236247 3128620 0 0 0 29326 11526 7800 17024 5644 0 72139 32042 0 420044 215768 70 538533 264980 7870 4394811 4394811 4933344 264980 4402681 -1697097 2863640 175541 2132336 2132336 38981104 35314712 40956307 39156645 37447048 43088643 0 0 X 39156645 37447048 0 0 0 0 39156645 37447048 39156645 37447048 39156645 -1697097 0 37459548 12500 37447048 K-1 STCG P 2012-12-01 2014-11-30 801868 801868 801868 K-1 LTCG P 2013-11-30 2014-11-30 2248324 2248324 2248324 K-1 1231 P 2013-11-30 2014-11-30 456066 -456066 -456066 K-1 LTCG UBI P 2013-11-30 2014-11-30 87001 87001 0 0 K-1 1231 UBI P 2013-11-30 2014-11-30 0 0 2594126 0 2429522 40173192 0.060476 0 9850000 0.000000 15150196 185562757 0.081645 14830145 178633363 0.083020 11670011 164592975 0.070902 0.296043 0.059209 42954460 2543291 28636 2571927 4402681 X 28636 0 28636 0 28636 29843 29843 X 1207 1207 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 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 40642170 2966419 0 43608589 0 0 43608589 654129 42954460 2147723 2147723 28636 2234 30870 2116853 0 2116853 0 2116853 4402681 0 4402681 28636 4374045 2116853 0 0 651217 1301244 1355238 446293 3753992 4402681 0 0 0 2116853 2285828 0 0 6039820 0 0 0 0 0 0 651217 5388603 1301244 1355238 446293 2285828 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. Berkshire Hills Music Academy 48 Woodbridge Street South Hadley MA 01075 N/A Public charities General 5000 Big Brothers Big Sisters of Massachusetts Bay 75 Federal Street 8th Floor Boston MA 02110 N/A Public charities General 10000 Boston 2024 One Marina Park Drive 10th Floor Boston MA 02210 N/A Public charities General 50000 Boston Ballet 19 Clarendon Street Boston MA 021166100 N/A Public charities General 5000 Boston Celtics Shamrock Foundation 226 Causeway Street 4th Floor Boston MA 02114 N/A Public charities General 72000 Boston Foundation Inc 75 Arlington Street Suite 1000 Boston MA 02116 N/A Public charities General 25000 Boys and Girls Club of Boston 50 Congress Street Boston MA 02109 N/A Public charities General 25000 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 10000 Brigham and Women's Hospital 75 Francis Street Boston MA 02115 N/A Public charities General 25000 Children's Hospital Boston 1 Autumn Street 731 Boston MA 022155301 N/A Public charities General 200000 Facing History and Ourselves 16 Hurd Road Brookline MA 02445 N/A Public charities General 5000 FFMW Susan Wornick Journalism Scholarship Fund 3 Eliot Street Natick MA 01760 N/A Public charities General 1000 Foundation Fighting Blindness 7168 Columbia Gateway Drive Suite 100 Columbia MD 21046 N/A Public charities General 10000 Hoffman Institute Foundation 1299 Fourth Street 6th Floor San Rafael CA 94901 N/A Public charities General 5000 Horizons for Homeless Children 1705 Columbus Avenue Roxbury MA 02119 N/A Public charities General 10000 Isabella Stewart Gardner Museum 280 The Fenway Boston MA 02115 N/A Public charities General 106000 Justine Mee Liff Fund 125 The Fenway Boston MA 02115 N/A Public charities General 5000 K-1 allocation 655 Knight Way Stanford CA 943057216 N/A Public charities General 111 Lesley University 29 Everett Street Cambridge MA 02138 N/A Public charities General 200000 Lovelane Special Needs Horseback Programs 40 Baker Bridge Road Lincoln MA 01773 N/A Public charities General 82200 Massachusetts College of Art and Design 621 Huntington Avenue Boston MA 02115 N/A Public charities General 500 Massachusetts Eye and Ear Infirmary 243 Charles Street Boston MA 02114 N/A Public charities General 1000000 Massachusetts General Hospital 100 Cambridge Street Suite 1310 Boston MA 021142548 N/A Public charities General 150000 Michigan State University D208 Veterinary Medical Center East Lansing MI 488241314 N/A Public charities General 125000 MSPCC 3815 Washington Street Suite 2 Boston MA 02130 N/A Public charities General 15000 MVCPC Inc-Camp Jabbeewocky PO Box 1357 Vineyard Haven MA 02568 N/A Public charities General 40000 MVYouth PO Box 65 Chilmark MA 02535 N/A Public charities General 25000 National Braille Press 88 St Stephen St Boston MA 02115 N/A Public charities General 25000 Navy Seal Foundation 1619 D Street Virginia Beach VA 23459 N/A Public charities General 10000 Noble and Greenough School 10 Campus Drive Dedham MA 02026 N/A Public charities General 50000 PEF Israel Endowment Funds Inc 630 Third Avenue Ste 1501 New York NY 10017 N/A Public charities General 5000 Perkins School for the Blind 175 North Beacon Street Watertown MA 02172 N/A Public charities General 1334000 Stanford University 326 Galvez Street Stanford CA 943055018 N/A Public charities General 50000 The Joey Fund 220 N Main Street Suite 104 Natick MA 01760 N/A Public charities General 27500 The National Rowing Foundation 67 Mystic Road North Stonington CT 06359 N/A Public charities General 33000 The New England Patriots Charitable Foundation One Patriot Place Foxborough MA 02035 N/A Public charities General 15000 Three Point Foundation 1270 Soliders Field Road Brighton MA 02135 N/A Public charities General 10000 University of Iowa Foundation PO Box 4550 Iowa City IA 522444550 N/A Public charities General 550000 US Ski and Snowbaord Team Foundation PO Box 100 Park City UT 84060 N/A Public charities General 3000 Watertown Police Foundation PO Box 181 Watertown MA 02471 N/A Public charities General 73000 4394811 0 14 288 900099 20626 14 336462 14 197744 900099 87001 14 2594126 107627 3128620 0 3236247 0 0 0 0 0 0 0 0 0 0 Accounting and tax fees 27800 10000 7800 Bookkeeping services 1526 1526 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 38981104 35314712 40956307 11/30/2014 flow thru partnership PY adj 12500 Massachussett filing fees 70 0 70 K-1 alloc non-ded exp 526 0 0 K-1 alloc deductions - portfolio (2% floor) 241907 203083 0 K-1 alloc deductions - portfolio (other)-CA filing fees 17685 12685 0 K-1 Pship Other Loss-UBI 17012 0 0 K-1 Pship SEC 1231-UBI 142844 0 0 K-1 Pship Portfolio income 602993 602993 602993 K-1 Pship Other income -384538 -384538 -384538 K-1 Pship Ordinary income 15718 15718 15718 K-1 Pship Net Rental RE income -36429 -36429 -36429 Federal 990 PF tax payments 22000 0 0 Foreign tax withheld 40466 32042 0 State tax expense 9673 0 0