ONE8 FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ONE8 FOUNDATION (EIN 04-6836735)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-09
IRS object ID
201213149349100016
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-09T15:17:22-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN010825608EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAIGLE & ASSOCIATES LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1176 FEDERAL STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN046836735EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JACOBSON FAMILY FOUNDATION TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJACONameControl
Phone6172663444Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1240 NEWBURY STREET FL 2AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJONATHON JACOBSONName
TitleTRUSTEETitle
Phone6172663444Phone
Date Signed2012-11-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameANTHONY J DAIGLEName
PTINP00435918PTIN
Phone6176193350Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY340701041FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss5012000ContriReceivedRevAndExpnss
Dividends Rev And Expnss4472804DividendsRevAndExpnss
Dividends Net Invst Incm4472804DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss32121256NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm32121256CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss253874OtherIncomeRevAndExpnss
Other Income Net Invst Incm562787OtherIncomeNetInvstIncm
Total Revenue And Expenses41859934TotalRevenueAndExpenses
Total Net Investment Income37156847TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss93372CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps93372CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss9355OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm0OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps9355OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss18658PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm0PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps18658PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss12000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm6000AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps6000AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss166071OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm0OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps166071OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss1455859InterestRevAndExpnss
Interest Net Invst Incm92InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps0InterestDsbrsChrtblPrps
Taxes Rev And Expnss1937300TaxesRevAndExpnss
Taxes Net Invst Incm931560TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss9000OccupancyRevAndExpnss
Occupancy Net Invst Incm0OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps9000OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss24080TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps24080TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss1055PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm0PrintingAndPubNetInvstIncm
Printing And Pub Dsbrs Chrtbl Prps1055PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss1998905OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1833407OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps165498OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss5725655TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2771059TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps493089TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss14039338ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps14039338ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss19764993TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2771059TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps14532427TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses22094941ExcessOfRevenueOverExpenses
Net Investment Income34385788NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4700CashBOY
Cash EOY4700CashEOY
Cash EOYFMV4700CashEOYFMV
Savings And Temp Cash Invst BOY34595216SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY19423036SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV19423036SavingsAndTempCashInvstEOYFMV
Investments Other BOY283203589InvestmentsOtherBOY
Investments Other EOY320826450InvestmentsOtherEOY
Investments Other EOYFMV321273305InvestmentsOtherEOYFMV
Other Assets BOY355740OtherAssetsBOY
Other Assets EOY0OtherAssetsEOY
Other Assets EOYFMV0OtherAssetsEOYFMV
Total Assets BOY318159245TotalAssetsBOY
Total Assets EOY340254186TotalAssetsEOY
Total Assets EOYFMV340701041TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY318159245RetainedEarningsBOY
Retained Earnings EOY340254186RetainedEarningsEOY
Total Net Assets BOY318159245TotalNetAssetsBOY
Total Net Assets EOY340254186TotalNetAssetsEOY
Total Liabilities Net Assets BOY318159245TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY340254186TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY318159245TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses22094941ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal340254186Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY340254186TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
FROM K-1 - ABRAMS CAPITAL PARTNERS IIP146541146541
FROM K-1 - ABRAMS CAPITAL PARTNERS IIP197562197562
FROM K-1 - DENHAM COMMODITY PARTNERS FD IV LPP1932119321
FROM K-1 - DENHAM COMMODITY PARTNERS FD IV LPP3453234532
FROM K-1 - HIGHFIELDS CAPITAL IV, LPP93325899332589
FROM K-1 - HIGHFIELDS CAPITAL IV, LPP1807376618073766
FROM K-1 - DENHAM COMMODITY PARTNERS FD V LPP77
FROM K-1 - RIVA CAPITAL PARTNERS II, LPP8076780767
FROM K-1 - RIVA CAPITAL PARTNERS III, LPP-288-288
FROM K-1 - RIVA CAPITAL PARTNERS III, LPP-658-658
FROM K-1 - HIGHFIELDS CAPITAL IV, LPP-583343-583343
FROM K-1 - HIGHFIELDS CAPITAL IV, LPP-875014-875014
HIGH VISTA III CLASS C REDEMPTIONP59151325915132
SWIFTSHORE OFFSHORE LTDP-19315-19315
FROM OFFSHORE PARTNERSHIPSP-200343-200343
FieldValueIRS element (for citing)
Capital Gain Net Income32121256CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year114800113QualifyingDistributionsYear1
Noncharitable Assets Year1297183078NoncharitableAssetsYear1
Distribution Ratio Year10.049801DistributionRatioYear1
Qualifying Distributions Year213139978QualifyingDistributionsYear2
Noncharitable Assets Year2247209439NoncharitableAssetsYear2
Distribution Ratio Year20.053153DistributionRatioYear2
Qualifying Distributions Year38173799QualifyingDistributionsYear3
Noncharitable Assets Year3174281689NoncharitableAssetsYear3
Distribution Ratio Year30.046900DistributionRatioYear3
Qualifying Distributions Year44623283QualifyingDistributionsYear4
Noncharitable Assets Year481780496NoncharitableAssetsYear4
Distribution Ratio Year40.056533DistributionRatioYear4
Qualifying Distributions Year54394104QualifyingDistributionsYear5
Noncharitable Assets Year577240333NoncharitableAssetsYear5
Distribution Ratio Year50.056889DistributionRatioYear5
Total Distribution Ratio0.263276TotalDistributionRatio
Average Distribution Ratio0.052655AverageDistributionRatio
Net Noncharitable Assets342593586NetNoncharitableAssets
Adjusted Noncharitable Assets18039265AdjustedNoncharitableAssets
One Percent Net Investment Income343858OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One18383123AdjNonchrtblAssetsAndOnePct
Qualifying Distributions14532427QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax687716InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal687716Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income687716TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment525724EstTaxPaymentsAndOverpayment
Tax Paid With Extension580000TaxPaidWithExtension
Total Credits And Payments1105724TotalCreditsAndPayments
Overpayment418008Overpayment
Amount Credited To Next Year418008AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6172663444BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1240 NEWBURY STREET FL 2AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JONATHON JACOBSON
14 HIGHFIELDS ROADWAYLANDMA01778TRUSTEE2.00000
JOANNA JACOBSON
14 HIGHFIELDS ROADWAYLANDMA01778TRUSTEE18.00000
WILLIAM FOSTER
240 NEWBURY ST FL 2BOSTONMA02116EXECUTIVE DIRECTOR40.009337243590
HILA GANOR SCHINDEL-REIMBURSED JFNA
C/O JFF 240 NEWBURY ST FL 2BOSTONMA02116ISRAEL MANAGER40.0013956200
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRIDGESPAN GROUPBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1535 BOYLSTON STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode
FieldValueIRS element (for citing)
Type Of ServiceRESEARCHTypeOfService
Compensation130000Compensation
FieldValueIRS element (for citing)
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities319548364AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances28262383AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets347810747TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets347810747AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable5217161CashDeemedCharitable
Net Noncharitable Assets342593586NetNoncharitableAssets
Minimum Investment Return17129679MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return17129679MinimumInvestmentReturn
Tax Based On Investment Income687716TaxBasedOnInvestmentIncome
Total Tax687716TotalTax
Distributable Amount Before Adj16441963DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded16441963DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted16441963DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions14532427ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions14532427QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions14532427AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted16441963DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5538884ExcessDistriCarryoverYear5
Excess Distri Carryover Year4552868ExcessDistriCarryoverYear4
Excess Distri Carryover Year3607052ExcessDistriCarryoverYear3
Excess Distri Carryover Year2826012ExcessDistriCarryoverYear2
Excess Distri Carryover Year1419303ExcessDistriCarryoverYear1
Total Excess Distri Carryover2944119TotalExcessDistriCarryover
Qualifying Distributions14532427QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year14532427AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus1909536ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY1909536ExcessDistriCyovAppliedCY
Total Corpus1034583TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1034583ExcessDistriCyovToNextYear
Excess From Year2615280ExcessFromYear2
Excess From Year1419303ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJONATHON JACOBSONContributingManager
Contributing ManagerJOANNA JACOBSONContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (101 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2Address Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
AMERICAN FRIENDS OF THE REUT INSTITUTE
9100 WILSHIRE BLVD SUITE 400WBEVERLY HILLSCA90212NONEPUBLIC CHARITY, SECGENERAL PURPOSES$100,000
AMERICAN ISLAMIC CONGRESS
263 HUNTINGTON AVE 315BOSTONMA02115NONEPUBLIC CHARITY, SECGENERAL PURPOSES$30,000
AMERICAN JEWISH COMMITTEE
JACOB BLAUSTEIN BUILDING 165 EASTNEW YORKNY10022NONEPUBLIC CHARITY, SECGENERAL PURPOSES$350,00056TH STREET
AMERICAN SOCIETY FOR YAD VASHEM
500 5TH AVENUE 42ND FLOORNEW YORKNY10110NONEPUBLIC CHARITY, SECRESTRICTED TO VIDEOTYPE TESTIMONIES OF HOLOCAUST SURVIVORS.$50,000
AMERICAN SOCIETY OF UNIVERSITY OF HAIFA
245 5TH ST SUITE 2203NEW YORKNY10016NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
ATALEF FOUNDATION (FOR SHAYETET 13)
4 CANAL PARK PH2CAMBRIDGEMA02141NONEPUBLIC CHARITY, SECGENERAL PURPOSES$20,000
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA02478NONEPUBLIC CHARITY, SECGENERAL PURPOSES$200,000
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA02478NONEPUBLIC CHARITY, SECANNUAL FUND$15,000
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINEBOSTONMA02115NONEPUBLIC CHARITY, SECGENERAL PURPOSES$75,000
BETHEL AME CHURCH
215 FOREST HILLS STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITY, SECGENERAL PURPOSES$5,000
BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY
75 FEDERAL STREET FIFTH FLOORBOSTONMA02110NONEPUBLIC CHARITY, SECGENERAL PURPOSES$350,000
BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET 7TH FLOORNEW YORKNY10016NONEPUBLIC CHARITY, SECGENERAL PURPOSES$2,000,000
BOSTON ARTS ACADEMY FOUNDATION
174 IPSWICH STREETBOSTONMA02215NONEPUBLIC CHARITY, SECGENERAL PURPOSES$5,000
BOSTON MEDICAL CENTER
801 MASSACHUSETTS AVE 1ST FLOORBOSTONMA02118NONEPUBLIC CHARITY, SECGENERAL PURPOSES$75,000
BOSTON TEACHER RESIDENCY
6 BEACON STREET 615BOSTONMA02108NONEPUBLIC CHARITY, SECGENERAL PURPOSES$15,000
BOYS & GIRLS CLUBS OF BOSTON
50 CONGRESS STREET SUITE 730BOSTONMA02109NONEPUBLIC CHARITY, SECGENERAL PURPOSES$150,000
BRANDEIS UNIVERSITY
415 SOUTH STREET MS 100WALTHAMMA02454NONEPUBLIC CHARITY, SECJEHUDA REINHARZ SCHOLARSHIP FD$50,000
BRANDEIS UNIVERSITY
415 SOUTH STREET MS 100WALTHAMMA02454NONEPUBLIC CHARITY, SECBOARD OF TRUSTEES ANNUAL FUND$100,000
BRANDEIS UNIVERSITY
415 SOUTH STREET MS 100WALTHAMMA02454NONEPUBLIC CHARITY, SECJEHUDA REINHARZ ENDOWED CHAIR$1,000,000
BRANDEIS UNIVERSITY
415 SOUTH STREET MS 100WALTHAMMA02454NONEPUBLIC CHARITY, SECROBERT KRAFT ENDOWED SCHOLARSHIP FUND$50,000
BRIDGE BOSTON CHARTER SCHOOL
633 CENTRE STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NONEPUBLIC CHARITY, SECGENERAL PURPOSES$100,000
CAMP HARBOR VIEW FOUNDATION
C/O THE CONNORS FAMILY OFFICE 200BOSTONMA02116NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000CLARENDON STREET 60TH FLOOR
CAMP KESEM
PO BOX 1113LAFAYETTECA94549NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
CATHOLIC SCHOOLS FOUNDATION
260 FRANKLIN STREET SUITE 630BOSTONMA02110NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
CENTRAL FUND OF ISRAEL
980 AVENUE OF THE AMERICAS 3RDNEW YORKNY10018NONEPUBLIC CHARITY, SECPALESTINIAN MEDIA WATCH$25,000FLOOR
CHABAD HOUSE AT HARVARD
38 BANKS STREETCAMBRIDGEMA02138NONEPUBLIC CHARITY, SECGENERAL PURPOSES$100,000
CHILDREN'S HOSPITAL TRUST
1 AUTUMN STREET 731BOSTONMA02115NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
CHILDREN'S RIGHTS
330 SEVENTH AVENUE 4RTH FLOORNEW YORKNY10001NONEPUBLIC CHARITY, SECGENERAL PURPOSES$100,000
CHILDREN'S SCHOLARSHIP FUND BALTIMORE
2300 NORTH CHARLES STREETBALTIMOREMD21218NONEPUBLIC CHARITY, SECGENERAL PURPOSES$5,000
CHOROIDEREMIA RESEARCH FOUNDATION
23 EAST BRUNDRETH STREETSPRINGFIELDMA01109NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
CODMAN SQUARE HEALTH CENTER
637 WASHINGTON STREETDORCHESTERMA02124NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREETBOSTONMA02110NONEPUBLIC CHARITY, SECGENERAL PURPOSES$1,550,000
COMMENTARY
561 SEVENTH AVENUE 16TH FLOORNEW YORKNY10018NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135NONEPUBLIC CHARITY, SECGENERAL PURPOSES$15,000
CYSTIC FIBROSIS FOUNDATION
MASSACHUSETTS/RHODE ISLAND CHAPTERNATICKMA01760NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000220 NORTH MAIN STREET SUITE 104
DISCOVERY FOUNDATION
301 N CANON DRSUITE 328BEVERLY HILLSCA90210NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02445NONEPUBLIC CHARITY, SECGENERAL PURPOSES$301,000
FEDERATION FOR CHILDREN WITH SPECIAL NEEDS
THE SCHRAFFT CENTER 529 MAIN STREETBOSTONMA02129NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000SUITE 1102
FESSENDEN SCHOOL
250 WALTHAM STREETWEST NEWTONMA02465NONEPUBLIC CHARITY, SECGENERAL PURPOSES$400,000
FRIENDS OF ISRAEL DEFENSE FORCES
154 WELLS AVENUENEWTONMA02459NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000
FRIENDS OF YEMIN ORDE
12230 WILKINS AVENUEROCKVILLEMD20852NONEPUBLIC CHARITY, SECGENERAL PURPOSES$150,000
FUTURE CHEFS
681 MAIN STREET SUITE 2-4WALTHAMMA02451NONEPUBLIC CHARITY, SECPART OF CHALLENGE FD/CREATED BY T. MANNION$8,500
GILMAN SCHOOL
5407 ROLAND AVENUEBALTIMOREMD21210NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NONEPUBLIC CHARITY, SECGENERAL PURPOSES$150,000
HAPHOUSING
322 MAIN STREET SUITE 1SPRINGFIELDMA01105NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVECAMBRIDGEMA02138NONEPUBLIC CHARITY, SECSTUDENT ORG SPECIAL PURPOSE FD/SUPPORT LEADERSHIP TO ISRAEL TRIP$10,000
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVECAMBRIDGEMA02138NONEPUBLIC CHARITY, SECJSLA ISRAEL TRIP$10,000
HARVARD UNIVERSITY
10 AKRON STREET 518CAMBRIDGEMA02138NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVENUEROXBURYMA02119NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
HYDE SQUARE TASK FORCE
PO BOX 301871JAMAICA PLAINMA02130NONEPUBLIC CHARITY, SECGENERAL PURPOSES$20,000
INCENTIVE MENTORING PROGRAM
PO BOX 1584BALTIMOREMD21203NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION (IPTF)
5614 CONNECTICUT AVENUE NW 341WASHINGTONDC20015NONEPUBLIC CHARITY, SECGENERAL PURPOSES$40,000
IRISH IMMIGRATION CENTER
100 FRANKLIN STREET LL-1BOSTONMA02110NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000
JEWISH BIG BROTHERS & BIG SISTERS OF GREATER BOSTON
333 NAHANTON STREETNEWTONMA02459NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
JEWISH FAMILY & CHILDREN'S SERVICE
1430 MAIN STREETWALTHAMMA02451NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
JEWISH VOCATIONAL SERVICE OF GREATER BOSTON
29 WINTER STREETBOSTONMA02108NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
JIMMY FUND
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA02445NONEPUBLIC CHARITY, SECGENERAL PURPOSES$5,000
JOSHUA FRASE FOUNDATION
222 FORBES ROAD SUITE 207BRAINTREEMA02184NONEPUBLIC CHARITY, SECGENERAL PURPOSES$7,500
KOLOT
317 MADISON AVENUE SUITE 607NEW YORKNY10017NONEPUBLIC CHARITY, SECGENERAL PURPOSES$160,000
LOWELL COMMUNITY HEALTH CENTER
135 JACKSON STREETLOWELLMA01852NONEPUBLIC CHARITY, SECGENERAL PURPOSES$5,000
MA SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
99 SUMMER STREET 6TH FLOORBOSTONMA02110NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
MASSACHUSETTS GENERAL HOSPITAL
DEVELOPMENT OFFICE 165 CAMBRIDGEBOSTONMA02114NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000STREET SUITE 600
MERCYCORPS
THE ROGER FISHER HOUSE 9 WATERHOUSECAMBRIDGEMA02138NONEPUBLIC CHARITY, SECGENERAL PURPOSES$100,000STREET
MIDDLE EAST MEDIA RESEARCH INSTITUTE
PO BOX 27837WASHINGTONDC20038NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000
MORE THAN WORDS
376 MOODY STWALTHAMMA02453NONEPUBLIC CHARITY, SECGENERAL PURPOSES$15,000
MY SISTERS KEEPER
215 FOREST HILLS STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
NASHOBA LEARNING GROUP
10 OAK PARK DRIVEBEDFORDMA01730NONEPUBLIC CHARITY, SEC11TH ANNUAL FULL CT CHALLENGE AT BASKETBALL CITY$5,000
NIRIM IN THE NEIGHBORHOODS
NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000AMUTAT NIRIM DOAR NA OSHRATBUSTAN HAGALILIS25215
NOBLE AND GREENOUGH SCHOOL
10 CAMPUS DRDEDHAMMA02026NONEPUBLIC CHARITY, SECANNUAL FUND$25,000
NOBLE AND GREENOUGH SCHOOL
10 CAMPUS DRDEDHAMMA02026NONEPUBLIC CHARITY, SECGENERAL PURPOSES$200,000
ONE FAMILY INC
186 SOUTH STREET 4TH FLOORBOSTONMA02111NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
PAN MASS CHALLENGE
77 FOURTH AVENUENEEDHAMMA02494NONEPUBLIC CHARITY, SECGENERAL PURPOSES$55,000
PARTNERS IN HEALTH
888 COMMONWEALTH AVENUE 3RD FLOORBOSTONMA02115NONEPUBLIC CHARITY, SECGENERAL PURPOSES$40,000
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
PLANNED PARENTHOOD LEAGUE OF MA
1055 COMMONWEALTH AVENUEBOSTONMA02215NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
PLAY BALL FOUNDATION
144 PEARL STREETCAMBRIDGEMA02139NONEPUBLIC CHARITY, SECGENERAL PURPOSES$15,000
PROJECT HEALTHY CHILDREN
130 RUMFORD AVENUE - SUITE 116NEWTONMA02466NONEPUBLIC CHARITY, SECGENERAL PURPOSES$75,000
PROJECT HOPE
550 DUDLEY STREETROXBURYMA02119NONEPUBLIC CHARITY, SECGENERAL PURPOSES$100,000
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA02493NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
ROCA
101 PARK STREETCHELSEAMA02150NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
RONALD MCDONALD HOUSE
RONALD MCDONALD HOUSE CHARITIES ONEOAK BOOKIL60523NONEPUBLIC CHARITY, SECGENERAL PURPOSES$20,000KROC DRIVE
ROSIE'S PLACE
889 HARRISON AVEBOSTONMA02118NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000
SCHOLARS FOR PEACE IN THE MIDDLE EAST
PO BOX 48GRANTHAMPA17027NONEPUBLIC CHARITY, SECWORKSHOP ON BOARD GOVERNANCE & MEETING$233,018
SEAL LEADERSHIP PROGRAM
NONEPUBLIC CHARITY, SECGENERAL PURPOSES$200,000PO BOX 5126EVEN YEHUDAIS40500
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
STEPPINGSTONE FOUNDATION
155 FEDERAL STREET 8TH FLOORBOSTONMA02110NONEPUBLIC CHARITY, SECGENERAL PURPOSES$150,000
STRATEGIC GRANT PARTNERS
240 NEWBURY STREET 2ND FLBOSTONMA02116NONEPASSTHRU PRIVATE FOUGENERAL PURPOSES$774,320
STUDENT CLUBS OF HBS INC
2 SOLDIERS FIELD PARK APT 220BOSTONMA02163NONEPUBLIC CHARITY, SECGENERAL PURPOSES$15,000
SUMMER SEARCH
DEPT 34425 PO BOX 39000SAN FRANCISCOCA94139NONEPUBLIC CHARITY, SECGENERAL PURPOSES$100,000
TEMPLE SHIR TIKVA
141 BOSTON POST ROADWAYLANDMA01778NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
TENACITY INC
38 EVERETT STREETBOSTONMA03134NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
THE BOSTON FOUNDATION
75 ARLINGTON ST FLOOR 10BOSTONMA02116NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
THE DAVID PROJECT
PO BOX 52390BOSTONMA02205NONEPUBLIC CHARITY, SECGENERAL PURPOSES$200,000
THE ESPLANADE ASSOCIATION
376 BOYLSTON STREETBOSTONMA02116NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000
THE ISRAEL PROJECT
THE ISRAEL PROJECT 2020 K STREET NWWASHINGTONDC20006NONEPUBLIC CHARITY, SECGENERAL PURPOSES$1,000,000SUITE 7600
UNIVERSITY OF PENNSYLVANIA
601 FRANKLIN BUILDINGPHILADELPHIAPA19104NONEPUBLIC CHARITY, SECANNUAL FUND$825,000
URBAN TEACHER RESIDENCY UNITED
1332 N HALSTED STREET SUITE 204CHICAGOIL60642NONEPUBLIC CHARITY, SECGENERAL PURPOSES$15,000
WASHINGTON UNIVERSITY IN ST LOUIS
1 BROOKINGS DRIVEST LOUISMO63130NONEPUBLIC CHARITY, SECGENERAL PURPOSES$25,000
YEAR UP
93 SUMMER STREET 5TH FLOORBOSTONMA02110NONEPUBLIC CHARITY, SECGENERAL PURPOSES$1,000,000
YOUTH VILLAGES
PO BOX 341154MEMPHISTN38184NONEPUBLIC CHARITY, SECANNUAL FUND$75,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year14039338TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
ATALEF FOUNDATION (FOR SHAYETET 13)
4 CANAL PARK PH2CAMBRIDGEMA02141NONEPUBLIC CHARITY, SECGENERAL PURPOSES$60,000
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA02478NONEPUBLIC CHARITY, SECANNUAL FUND$200,000
BOYS & GIRLS CLUBS OF BOSTON
50 CONGRESS STREET SUITE 730BOSTONMA02109NONEPUBLIC CHARITY, SECGENERAL PURPOSES$450,000
BRANDEIS UNIVERSITY
415 SOUTH STREET MS 100WALTHAMMA02454NONEPUBLIC CHARITY, SECJEHUDA REINHARZ ENDOWED CHAIR$1,000,000
BRIDGE BOSTON CHARTER SCHOOL
633 CENTRE STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITY, SECGENERAL PURPOSES$250,000
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02445NONEPUBLIC CHARITY, SECGENERAL PURPOSES$200,000
FESSENDEN SCHOOL
250 WALTHAM STREETWEST NEWTONMA02465NONEPUBLIC CHARITY, SECGENERAL PURPOSES$800,000
FRIENDS OF YEMIN ORDE
12230 WILKINS AVENUEROCKVILLEMD20852NONEPUBLIC CHARITY, SECGENERAL PURPOSES$150,000
ISRAEL PROMISE
150 EAST 69TH STREET APT 4BNEW YORKNY10021NONEPUBLIC CHARITY, SECGENERAL PURPOSES$650,000
NIRIM IN THE NEIGHBORHOODS
NONEPUBLIC CHARITY, SECGENERAL PURPOSES$50,000AMUTAT NIRIM DOAR NA OSHRATBUSTAN HAGALILIS25215
NOBLE AND GREENOUGH SCHOOL
10 CAMPUS DRDEDHAMMA02026NONEPUBLIC CHARITY, SECGENERAL PURPOSES$200,000
STRATEGIC GRANT PARTNERS
240 NEWBURY STREET 2ND FLBOSTONMA02116NONEPASSTHRU PRIVATE FOUGENERAL PURPOSES$3,047,450
SUMMER SEARCH
DEPT 34425 PO BOX 39000SAN FRANCISCOCA94139NONEPUBLIC CHARITY, SECGENERAL PURPOSES$200,000
YEAR UP
93 SUMMER STREET 5TH FLOORBOSTONMA02110NONEPUBLIC CHARITY, SECGENERAL PURPOSES$3,000,000
YOUTH VILLAGES
PO BOX 341154MEMPHISTN38184NONEPUBLIC CHARITY, SECGENERAL PURPOSES$10,000,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future20257450TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,472,804ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$253,874ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$32,121,256ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$36,847,934ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA36847934TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJONATHON JACOBSONContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line114 HIGHFIELDS RDAddressLine1
CityWAYLANDCity
StateMAState
ZIP Code01778ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions5012000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$12,000Amount
Net Investment Income6000NetInvestmentIncome
Disbursements Charitable Prps6000DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (13 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
ABRAMS CAPITAL PARTNERS IIAT COST51886305157261
DENHAM COMMODITY PARTNERS FUND IVAT COST34824734560773
CONVEXITY CAPITAL OFFSHORE LPAT COST2700187943383437
DENHAM COMMODITY PARTNERS FUND VAT COST21184282052382
RIVA CAPITAL PARTNERS II, LPAT COST24142012575154
HIGHFIELDS CAPITAL IV LPAT COST228686173213784208
HIGHVISTA III LTDAT COST4379819342226893
TUDOR VENTURES II LTDAT COST1891699634861
SWIFTCURRENT OFFSHORE LTDAT COST3686041457
HUTENSKY CAPITAL REITAT COST17215212066134
AL BAWADAR INVESTMENT FUNDAT COST6518425536
RIVA CAPITAL PARTNERS III, LPAT COST14827041670774
CORVEX CAPITAL OFFSHORE LPAT COST29385053094435

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionPREPAID TAXESDescription
BOY Book Value355740BOYBookValue
EOY Book Value0EOYBookValue
EOYFMV0EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MA FILING FEE100001000
FROM K-1 - OTHER EXPENSES/(LOSSES)183340718334070
ISRAEL OFFICE EXPENSE - VIA JFNA REIMBURSEMENT1500000150000
OFFICE EXPENSES117901179
TELEPHONE181401814
TECHNICAL SUPPORT246002460
MEMBERSHIP DUES306003060
TEMPORARY HELP598505985

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (10 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
FROM K-1 - ABRAMS CAPITAL PARTNERS II451414471445141
FROM K-1 - DENHAM COMMODITY PARTNERS FUND V155665158175155665
FROM K-1 - HIGHFIELDS CAPITAL IV, LP5684936567956849
FROM K-1 - DENHAM COMMODITY PARTNERS FUND IV LP545454
FROM K-1 - RIVA CAPITAL PARTNERS III, LP- OTHER INCOME200002000
CORVEX CAPITAL OFFSHORE LP-32385-32385-32385
HIGHVISTA III LTD620206202062020
AL BAWADER INV FD LP-20213-20213-20213
SWIFTCURRENT OFFSHORE LTD D&E-637-637-637
TUDOR VENTURES II LTD-14620-14620-14620

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryCONSULTINGCategory
Amount$166,071Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps166071DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL TAXES$1,005,74000
FROM K-1 - FOREIGN TAXES$931,5609315600

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