ONE8 FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ONE8 FOUNDATION (EIN 04-6836735)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201143139349100904
- Schema version
- 2010v3.4
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T12:56:10-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 KENDRICK ST SUITE 800 | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02494 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046836735 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACOBSON FAMILY TRUST FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACO | NameControl |
| Phone | 5083585157 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 HIGHFIELDS ROAD | AddressLine1 |
| City | WAYLAND | City |
| State | MA | State |
| ZIP Code | 01778 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHON JACOBSON | Name |
| Title | TRUSTEE | Title |
| Phone | 5083585157 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARSHALL SIKOWITZ | Name |
| Phone | 6179693300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 349599273 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 28012000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 4751475 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4751475 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 19854724 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 19854724 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1257207 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1257207 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 53875406 | TotalRevenueAndExpenses |
| Total Net Investment Income | 25863406 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 12000 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 868084 | InterestRevAndExpnss |
| Interest Net Invst Incm | 868084 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 160866 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 160866 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 917271 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 917271 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1958221 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1946221 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14788113 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14788113 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 16746334 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1946221 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14800113 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 37129072 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 23917185 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4700 | CashBOY |
| Cash EOY | 4700 | CashEOY |
| Cash EOYFMV | 4700 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 16418847 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 34595216 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 34595216 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 264204380 | InvestmentsOtherBOY |
| Investments Other EOY | 283203589 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 314643617 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 402246 | OtherAssetsBOY |
| Other Assets EOY | 355740 | OtherAssetsEOY |
| Other Assets EOYFMV | 355740 | OtherAssetsEOYFMV |
| Total Assets BOY | 281030173 | TotalAssetsBOY |
| Total Assets EOY | 318159245 | TotalAssetsEOY |
| Total Assets EOYFMV | 349599273 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 281030173 | RetainedEarningsBOY |
| Retained Earnings EOY | 318159245 | RetainedEarningsEOY |
| Total Net Assets BOY | 281030173 | TotalNetAssetsBOY |
| Total Net Assets EOY | 318159245 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 281030173 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 318159245 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 281030173 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 37129072 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 318159245 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 318159245 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|
| DENHAM COMMODITY PARTNERS FUND IV LP | P | -3143 | -3143 |
| DENHAM COMMODITY PARTNERS FUND IV LP | P | 131256 | 131256 |
| DENHAM COMMODITY PARTNERS FUND V LP | P | 178069 | 178069 |
| DENHAM COMMODITY PARTNERS FUND V LP | P | 351936 | 351936 |
| HIGHFIELDS CAPITAL IV LP | P | 2422326 | 2422326 |
| HIGHFIELDS CAPITAL IV LP | P | 15263479 | 15263479 |
| RIVA CAPITAL PARTNERS II, LP | P | 129605 | 129605 |
| RIVA CAPITAL PARTNERS II, LP | P | 971736 | 971736 |
| ABRAMS CAPITAL PARTNERS II, LP | P | 47709 | 47709 |
| ABRAMS CAPITAL PARTNERS II, LP | P | 361751 | 361751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 19854724 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13139978 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 247209439 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053153 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8173799 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 174281689 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046900 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4623283 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 81780496 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056533 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4394104 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 77240333 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056889 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3171066 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 47405405 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066892 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.280367 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056073 | AverageDistributionRatio |
| Net Noncharitable Assets | 297183078 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16663947 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 239172 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16903119 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14800113 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 478344 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 478344 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 478344 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 355652 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 650000 | TaxPaidWithExtension |
| Total Credits And Payments | 1005652 | TotalCreditsAndPayments |
| Overpayment | 527308 | Overpayment |
| Amount Credited To Next Year | 527308 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JONATHON JACOBSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5083585157 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 HIGHFIELDS ROAD | AddressLine1 |
| City | WAYLAND | City |
| State | MA | State |
| ZIP Code | 01778 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JONATHON JACOBSON | ||||||||
| 14 HIGHFIELDS ROAD | WAYLAND | MA | 01778 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JOANNA JACOBSON | ||||||||
| 14 HIGHFIELDS ROAD | WAYLAND | MA | 01778 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE JACOBSON FAMILY TRUST FOUNDATION IS A PRIVATE FOUNDATION WHICH RECEIVES INVESTMENT INCOME AND DISTRIBUTES THAT INCOME TO VARIOUS CHARITABLE ORGANIZATIONS SELECTED BY ITS TRUSTEES | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 284315420 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17393289 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 301708709 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 301708709 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4525631 | CashDeemedCharitable |
| Net Noncharitable Assets | 297183078 | NetNoncharitableAssets |
| Minimum Investment Return | 14859154 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 14859154 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 478344 | TaxBasedOnInvestmentIncome |
| Total Tax | 478344 | TotalTax |
| Distributable Amount Before Adj | 14380810 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 14380810 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 14380810 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14800113 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 14800113 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14800113 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 14380810 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 804036 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 538884 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 552868 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 607052 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 826012 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3328852 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14800113 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14380810 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 419303 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3748155 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 804036 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2944119 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 538884 | ExcessFromYear4 |
| Excess From Year3 | 552868 | ExcessFromYear3 |
| Excess From Year2 | 607052 | ExcessFromYear2 |
| Excess From Year1 | 826012 | ExcessFromYear1 |
| Excess From Current Year | 419303 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (100 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALS FOUNDATION | |||||||
| 27001 AGOURA ROAD SUITE 250 | CALABASAS HILLS | CA | 91301 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | CHARITY | GENERAL PURPOSES | $1,000 |
| AMERICAN FRIENDS OF LIBI (SEAL) | |||||||
| 419 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | CHARITY | GENERAL PURPOSES | $250,000 |
| AMERICAN FRIENDS OF LIBI | |||||||
| 419 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | CHARITY | GENERAL PURPOSES | $85,000 |
| AMERICAN FRIENDS OF LIBI | |||||||
| 419 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | CHARITY | GENERAL PURPOSES | $30,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | CHARITY | GENERAL PURPOSES | $550,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | CHARITY | GENERAL PURPOSES | $400,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE | NEW YORK | NY | 10110 | NONE | CHARITY | GENERAL PURPOSES | $36,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | CHARITY | GENERAL PURPOSES | $75,000 |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY | |||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | NONE | CHARITY | GENERAL PURPOSES | $340,800 |
| BIRTHRIGHT ISRAEL | |||||||
| 521 FIFTH AVE 27TH FLOOR | NEW YORK | NY | 10175 | NONE | CHARITY | GENERAL PURPOSES | $1,250,000 |
| BOSTON MEDICAL CENTER | |||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| BOSTON PUBLIC SCHOOLS | |||||||
| 26 COURT STREET | BOSTON | MA | 02108 | NONE | CHARITY | GENERAL PURPOSES | $250 |
| BOSTON TEACHER RESIDENCY | |||||||
| 6 BEACON STREET 615 | BOSTON | MA | 02108 | NONE | CHARITY | GENERAL PURPOSES | $15,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| BRIGHAM AND WOMENS HOSPITAL | |||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02116 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| CENTRAL FUND OF ISRAEL | |||||||
| 980 AVE OF THE AMERICAS FRNT 3 | NEW YORK | NY | 10018 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| CHABAD HOUSE AT HARVARD | |||||||
| 38-40 BANKS STREET | CAMBRIDGE | MA | 02138 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| CHILDRENS ADVOCACY CENTER OF SUFFOLK COUNTY (SEEN PROGRAM) | |||||||
| 989 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | CHARITY | GENERAL PURPOSES | $20,000 |
| CHILDRENS HOSPITAL TRUST | |||||||
| 1 AUTUMN STREET 731 | BOSTON | MA | 02215 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| CHILDRENS RIGHTS | |||||||
| 330 SEVENTH AVENUE FOURTH FLOOR | NEW YORK | NY | 10001 | NONE | CHARITY | GENERAL PURPOSES | $500,000 |
| CHOROIDEREMIA RESEARCH FOUNDATION | |||||||
| 23 EAST BRUNDRETH STREET | SPRINGFIELD | MA | 01109 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| CODMAN HEALTH CENTER | |||||||
| 637 WASHINGTON STREET | DORCHESTER CENTER | MA | 02124 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | CHARITY | GENERAL PURPOSES | $1,550,000 |
| COMMENTARY | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| CRADLES TO CRAYONS | |||||||
| 82 MYRTLE STREET | QUINCY | MA | 02171 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 220 NORTH MAIN STREET SUITE 104 | NATICK | MA | 01760 | NONE | CHARITY | GENERAL PURPOSES | $7,180 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | CHARITY | GENERAL PURPOSES | $1,000 |
| EMMANUS | |||||||
| PO BOX 568 | HAVERHILL | MA | 01831 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | NONE | CHARITY | GENERAL PURPOSES | $75,000 |
| FAMILY TO FAMILY PROJECT | |||||||
| 14 BEACON STREET | BOSTON | MA | 02108 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| FEDERATION FOR CHILDREN WITH SPECIAL NEEDS | |||||||
| 1135 TREMONT ST | BOSTON | MA | 02120 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| FESSENDEN SCHOOL | |||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | NONE | CHARITY | GENERAL PURPOSES | $400,000 |
| FRIENDS OF IDF | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10010 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| FRIENDS OF YEMIN ORDE | |||||||
| 12230 WILKINS AVE | ROCKVILLE | MD | 20852 | NONE | CHARITY | GENERAL PURPOSES | $650,000 |
| GILMAN SCHOOL | |||||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| GLOBAL STUDENT OUTREACH | |||||||
| 1203 NE THOMPSON STREET | PORTLAND | OR | 97212 | NONE | CHARITY | GENERAL PURPOSES | $20,000 |
| HARVARD UNIVERSITY ISRAELI CAUCUS | |||||||
| 79 JFK ST | CAMBRIDGE | MA | 02130 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| HEBREW HOME FOR THE AGED | |||||||
| 5901 PALISADE AVENUE | NEW YORK | NY | 10471 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| HYDE SQUARE TASK FORCE | |||||||
| 365 CENTRE ST | JAMAICA PLAIN | MA | 02130 | NONE | CHARITY | GENERAL PURPOSES | $20,000 |
| INNER CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVE SUITE 1400 | NEW YORK | NY | 10022 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION (IPTF) | |||||||
| 5505 CONNECTICUTE AVE NW NO 341 | WASHINGTON | DC | 20015 | NONE | CHARITY | GENERAL PURPOSES | $40,000 |
| IRA SOHN RESEARCH CONFERENCE FOUNDATION | |||||||
| 21 WEST 38TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| IRISH IMMIGRATION CENTER | |||||||
| 100 FRANKLIN ST 1 | BOSTON | MA | 02110 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| JEWISH BIG BROTHER BIG SISTER | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| JEWISH FAMILY & CHILDREN SERVICES (JFCS) | |||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| JEWISH VOCATIONAL SERVICES | |||||||
| 29 WINTER ST | BOSTON | MA | 02115 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| JICK SCHOLARSHIP FUND | |||||||
| BOX 9110 MS 126 | WALTHAM | MA | 02454 | NONE | CHARITY | GENERAL PURPOSES | $1,000 |
| JOSHUA FRASE FOUNDATION | |||||||
| 167 MILK ST SUITE 300 | BOSTON | MA | 02109 | NONE | CHARITY | GENERAL PURPOSES | $5,000 |
| JOSLIN DIABETES CENTER | |||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02215 | NONE | CHARITY | GENERAL PURPOSES | $2,000 |
| MA COALITION FOR THE HOMELESS | |||||||
| 15 BUBIER STREET | LYNN | MA | 01901 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| MA SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 99 SUMMER STREET 6TH FLOOR | BOSTON | MA | 02110 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| MEMRI | |||||||
| 1819 L STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| MERCY CORPS | |||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| MORE THAN WORDS | |||||||
| 376 MOODY STREET | WALTHAM | MA | 02453 | NONE | CHARITY | GENERAL PURPOSES | $15,000 |
| MY SISTERS KEEPER | |||||||
| 215 FOREST HILL ST | BOSTON | MA | 02130 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| NASHOBA LEARNING GROUP | |||||||
| 10 OAK PARK DRIVE | BEDFORD | MA | 01730 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| NATIONAL ORGANIZATION FOR ALBINISM AND HYPOPIGMENTATION | |||||||
| PO BOX 959 | EAST HAMPSTEAD | NH | 03826 | NONE | CHARITY | GENERAL PURPOSES | $2,000 |
| NOBLE AND GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | NONE | CHARITY | GENERAL PURPOSES | $220,000 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | NONE | CHARITY | GENERAL PURPOSES | $200,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | CHARITY | GENERAL PURPOSES | $175,000 |
| PEF KOLOT | |||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| PLANNED PARENTHOOD LEAGUE OF MA | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| PROJECT HEALTHY CHILDREN | |||||||
| 27 WOOD RIDGE ROAD | WESTON | MA | 02493 | NONE | CHARITY | GENERAL PURPOSES | $75,000 |
| PROJECT HOPE | |||||||
| 45 MAGNOLIA ST | DORCHESTER | MA | 02125 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| ROCA | |||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | CHARITY | GENERAL PURPOSES | $50,000 |
| SAINT BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVENUE SUITE 400 | MONROVIA | CA | 91016 | NONE | CHARITY | GENERAL PURPOSES | $5,000 |
| SCHOLARS FOR PEACE IN THE MIDDLE EAST (SPME) | |||||||
| PO BOX 48 | GRANTHAM | PA | 17027 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| SOLOMON SCHECHTER DAY SCHOOL OF ESSEX AND UNION | |||||||
| 1418 PLEASANT VALLEY WAY | WEST ORANGE | NJ | 07052 | NONE | CHARITY | GENERAL PURPOSES | $5,000 |
| SOUTH AREA SOLOMON SCHECHTER DAY SCHOOL (SASSDS) | |||||||
| ONE COMMERCE WAY | NORWOOD | MA | 02062 | NONE | CHARITY | GENERAL PURPOSES | $5,000 |
| STAND FOR CHILDREN | |||||||
| 516 SE MORRISON ST SUITE 420 | PORTLAND | OR | 97214 | NONE | CHARITY | GENERAL PURPOSES | $75,000 |
| STRATEGIC GIANT PARTNERS (SGP) | |||||||
| 128 FIRST AVENUE | NEEDHAM | MA | 02494 | NONE | CHARITY | GENERAL PURPOSES | $470,593 |
| STRATEGIC GRANT PARTNERS | |||||||
| 240 NEWBURY ST | BOSTON | MA | 02116 | NONE | CHARITY | GENERAL PURPOSES | $465,290 |
| STUDENT CLUBS OF HBS INC JSA | |||||||
| 2145 STUDENT MAIL CENTER | BOSTON | MA | 02163 | NONE | CHARITY | GENERAL PURPOSES | $13,500 |
| SUMMER SEARCH | |||||||
| 500 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | CHARITY | GENERAL PURPOSES | $100,000 |
| SUSAN G KOMEN 3-DAY FOR THE CURE | |||||||
| 89 SOUTH ST L101 | BOSTON | MA | 02111 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| TEMPLE SHIR TIKVA | |||||||
| 141 BOSTON POST ROAD | WAYLAND | MA | 01778 | NONE | CHARITY | GENERAL PURPOSES | $10,500 |
| TENACITY | |||||||
| 367 WESTERN AVENUE 2ND FLOOR | BRIGHTON | MA | 02135 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| THE BELMONT HILL SCHOOL | |||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | NONE | CHARITY | GENERAL PURPOSES | $300,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON ST 1000 | BOSTON | MA | 02116 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| THE DAVID PROJECT | |||||||
| 321 WALNUT ST 279 | NEWTONVILLE | MA | 02460 | NONE | CHARITY | GENERAL PURPOSES | $400,250 |
| THE FOOD BANK | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | NONE | CHARITY | GENERAL PURPOSES | $300,000 |
| THE ISRAEL PROJECT | |||||||
| 2020 K STREET NW SUITE 7600 | WASHINGTON | DC | 20006 | NONE | CHARITY | GENERAL PURPOSES | $1,250,000 |
| THE MCCARTON FOUNDATION | |||||||
| 350 E 82ND ST 1 | NEW YORK | NY | 10028 | NONE | CHARITY | GENERAL PURPOSES | $10,000 |
| THE STEPPINGSTONE FOUNDATION | |||||||
| 77 SUMMER STREET | BOSTON | MA | 02110 | NONE | CHARITY | GENERAL PURPOSES | $150,000 |
| THE WALTERS ART MUSEUM | |||||||
| 600 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | CHARITY | GENERAL PURPOSES | $5,000 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEMS FOUNDATIONS | |||||||
| 110 SOUTH PACA STREET | BALTIMORE | MD | 21201 | NONE | CHARITY | GENERAL PURPOSES | $1,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | CHARITY | GENERAL PURPOSES | $765,000 |
| URBAN TEACHER RESIDENCY INSTITUTE | |||||||
| 1332 N HALSTED STE 204 | CHICAGO | IL | 60642 | NONE | CHARITY | GENERAL PURPOSES | $25,000 |
| VETERAN'S OUTREACH | |||||||
| 459 SOUTH AVENUE | ROCHESTER | NY | 14620 | NONE | CHARITY | GENERAL PURPOSES | $750 |
| YEAR UP | |||||||
| 93 SUMMER ST 5TH FLOOR | BOSTON | MA | 02110 | NONE | CHARITY | GENERAL PURPOSES | $1,000,000 |
| YOUTH VILLAGES | |||||||
| 400 W CUMMINGS PARK | WOBURN | MA | 01801 | NONE | CHARITY | GENERAL PURPOSES | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14788113 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,751,475 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,257,207 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $19,854,724 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $25,863,406 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 25863406 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JONATHON JACOBSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 HIGHFIELDS RD | AddressLine1 |
| City | WAYLAND | City |
| State | MA | State |
| ZIP Code | 01778 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 28012000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $12,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12000 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS II | FMV | 4800279 | 4938174 |
| DENHAM COMMODITY PARTNERS FUND IV | FMV | 3362934 | 4592588 |
| CONVEXITY CAPITAL OFFSHORE LP | FMV | 27001879 | 38335179 |
| DENHAM COMMODITY PARTNERS FUND V | FMV | 1946786 | 2148251 |
| RIVA CAPITAL PARTNERS II, LP | FMV | 2253742 | 2445573 |
| HIGHFIELDS CAPITAL IV LP | FMV | 202565392 | 217586983 |
| HIGHVISTA III LTD | FMV | 38000000 | 42382920 |
| TUDOR VENTURES II LTD | FMV | 2068543 | 893079 |
| SWIFTCURRENT OFFSHORE LTD | FMV | 195885 | 181891 |
| HUTENSKY | FMV | 971447 | 1102277 |
| AL BAWADAR INVESTMENT FUND | FMV | 36702 | 36702 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID TAXES | Description |
| BOY Book Value | 402246 | BOYBookValue |
| EOY Book Value | 355740 | EOYBookValue |
| EOYFMV | 355740 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS - FROM K-1 | 901021 | 901021 | 0 |
| SECTION 59(E)(2) EXPENSE | 16184 | 16184 | 0 |
| CHARITABLE CONTRIBUTIONS REPORTED ON K-1 | 66 | 66 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS I | 14069 | 14069 | 14069 |
| DENHAM COMMODITY PARTNERS FUND V | 64893 | 64893 | 64893 |
| RIVA CAPITAL PARTNERS II, LP- OTHER INCOME | -3439 | -3439 | -3439 |
| HIGHFIELDS CAPITAL IV, LP | 1208689 | 1208689 | 1208689 |
| DENHAM COMMODITY PARTNERS FUND IV LP | -27683 | -27683 | -27683 |
| HUTENSKY CAPITAL REIT I | 678 | 678 | 678 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAXES | $46,506 | 46506 | 0 |
| FOREIGN TAXES | $114,360 | 114360 | 0 |
Comments