Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
One8 Foundation
 
% ANNA SIKORSKY
Number and street (or P.O. box number if mail is not delivered to street address)177 HUNTINGTON AVENUE Suite 1500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02115
A Employer identification number

04-6836735
B Telephone number (see instructions)

(857) 202-6250
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$955,639,021J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 30,928,983
2 Check bullet.............
3 Interest on savings and temporary cash investments 558 558  
4 Dividends and interest from securities...   1,103,207  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,292,877
b Gross sales price for all assets on line 6a 143,668,530
7 Capital gain net income (from Part IV, line 2)... 133,668,530
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 6,283 -5,547,120 0
12 Total. Add lines 1 through 11........ 36,228,701 129,225,175 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 2,851,001     2,851,001
15 Pension plans, employee benefits....... 532,234     532,234
16a Legal fees (attach schedule)......... Click to see attachment 89,824 0 0 89,824
b Accounting fees (attach schedule)....... Click to see attachment 51,448 0 0 51,448
c Other professional fees (attach schedule).... Click to see attachment 1,899,008 1,287,132 0 611,876
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,449,477 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 663,807     663,807
21 Travel, conferences, and meetings....... 35,335     35,335
22 Printing and publications.......... 3,689     3,689
23 Other expenses (attach schedule)....... Click to see attachment 217,273 0 0 217,273
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,793,096 1,287,132 0 5,056,487
25 Contributions, gifts, grants paid....... 33,441,140 33,441,140
26 Total expenses and disbursements. Add lines 24 and 25 41,234,236 1,287,132 0 38,497,627
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,005,535
b Net investment income (if negative, enter -0-) 127,938,043
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,061,561 13,312,796 13,312,796
2 Savings and temporary cash investments......... 13,859,766 132,120 132,120
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 11,352,712 Click to see attachment18,857,117 18,857,117
b Investments—corporate stock (attach schedule)....... 6,749,996 Click to see attachment13,048,303 32,839,297
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 453,178,493 Click to see attachment437,862,184 889,946,828
14 Land, buildings, and equipment: basis bullet487,398
Less: accumulated depreciation (attach schedule) bullet165,699 321,699 Click to see attachment321,699 321,699
15 Other assets (describe bullet) Click to see attachment240,123 Click to see attachment229,164 Click to see attachment229,164
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 488,764,350 483,763,383 955,639,021
Liabilities 17 Accounts payable and accrued expenses.......... 19,594  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment24,162
23 Total liabilities (add lines 17 through 22)......... 19,594 24,162
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 488,744,756 483,739,221
29 Total net assets or fund balances (see instructions)..... 488,744,756 483,739,221
30 Total liabilities and net assets/fund balances (see instructions). 488,764,350 483,763,383
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
488,744,756
2
Enter amount from Part I, line 27a .....................
2
-5,005,535
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
483,739,221
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
483,739,221
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a REALIZED GAIN ON VALUEACT INVESTMENT P    
b 22C CAPITAL I-A L.P. - FINAL GAIN P    
c GULF COAST OPP. FUND L.P. - FINAL GAIN P    
d MAGMA VENTURE CAP. III L.P. - FINAL GAIN P    
e NEW ERA CAP. PARTNERS L.P. - FINAL GAIN P    
LP CAP. GAINS - 22C CAPITAL I-A, LP P    
LP CAP. GAINS - ABRAMS CAPITAL PARTNERS P    
LP CAP. GAINS - DENHAM COMMODITY PARTNERS P    
LP CAP. GAINS - FIMI OPPORTUNITY 6, L.P. P    
LP CAP. GAINS - FIMI OPPORTUNITY V, L.P. P    
LP CAP. GAINS - GULF COAST OPP. FUND, LP P    
LP CAP. GAINS - KWIDNET HOLDINGS LLC P    
LP CAP. GAINS - MAGMA VENTURE CAPITAL III P    
LP CAP. GAINS - MAGMA VENTURE CAPITAL IV P    
LP CAP. GAINS - NEW ERA CAPITAL PARTNERS P    
LP CAP. GAINS - PAR INVESTMENT PARTNERS P    
LP CAP. GAINS - RIVA CAPITAL PARTNERS III P    
LP CAP. GAINS - RIVA CAPITAL PARTNERS IV P    
LP CAP. GAINS - RIVA CAPITAL PARTNERS V P    
LP CAP. GAINS - RIVERSTONE G.E.P. FUND VI P    
LP CAP. GAINS - SHEARWATER ONSHORE, LLC P    
LP CAP. GAINS - RIVERSTONE G.E.P FUND VI P    
LP CAP. GAINS - HIGHFIELDS CAPITAL IV P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,382,698   10,000,000 5,382,698
b 17,224     17,224
c 1,719,941     1,719,941
d 227,332     227,332
e 987,939     987,939
529,143     529,143
318,898     318,898
    4,043 -4,043
    286 -286
711,643     711,643
1,781,481     1,781,481
113,764,825     113,764,825
544,113     544,113
15,103     15,103
5,830,335     5,830,335
419,469     419,469
774,174     774,174
770,138     770,138
328,299     328,299
179,248     179,248
2,029,943     2,029,943
8,078     8,078
    2,667,165 -2,667,165
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       5,382,698
b       17,224
c       1,719,941
d       227,332
e       987,939
      529,143
      318,898
      -4,043
      -286
      711,643
      1,781,481
      113,764,825
      544,113
      15,103
      5,830,335
      419,469
      774,174
      770,138
      328,299
      179,248
      2,029,943
      8,078
      -2,667,165
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 133,668,530
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,778,339
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,778,339
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,890,673
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,890,673
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 4,835
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 107,499
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet107,499 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, MA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see list of attachments.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.one8.org
    14
    The books are in care ofbulletANNA SIKORSKY Telephone no.bullet (857) 202-6225

    Located atbullet177 HUNTINGTON AVENUE SUITE 1500BOSTONMA ZIP+4bullet02115
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JONATHON JACOBSON TRUSTEE
    5.0     		0 0 0
    177 HUNTINGTON AVENUE
    BOSTON,MA02115
    JOANNA JACOBSON PRESIDENT AND TRUSTEE
    40.0     		0 0 0
    177 HUNTINGTON AVENUE
    BOSTON,MA02115
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    VANESSA LIPSCHITZ DIRECTOR, EDUCATION
    40.0     		357,992 31,265 4,200
    177 HUNTINGTON AVENUE 1500
    BOSTON,MA02115
    KARYN COHEN DIR., JEWISH L&I
    40.0     		288,484 29,371 4,200
    177 HUNTINGTON AVENUE 1500
    BOSTON,MA02115
    KATHERINE SKRIVAN DIR., MASS STEM HUB
    40.0     		204,617 7,482 4,200
    177 HUNTINGTON AVENUE 1500
    BOSTON,MA02115
    ANNA SIKORSKY DIR., OPS. & ADMIN.
    36.0     		202,211 26,782 4,200
    177 HUNTINGTON AVENUE 1500
    BOSTON,MA02115
    ASHWIN RAJENDRA SR. PORTFOLIO MGR.
    40.0     		199,785 7,743 2,310
    177 HUNTINGTON AVENUE 1500
    BOSTON,MA02115
    Total number of other employees paid over $50,000...................bullet 11
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HIGHSAGE Ventures LLC INVSTMT MANAGEMENT 1,287,132
    200 CLARENDON ST 59th floor
    BOSTON,MA02116
    IPSOS INSIGHT LLC RESEARCH 163,100
    301 Merritt 7 4TH FLOOR
    NORWALK,CT06851
    CASNER & EDWARDS LLP LEGAL SERVICES 65,434
    303 Congress STREET 1104
    BOSTON,MA02210
    LAPOVSKY CONSULTING RESEARCH 65,000
    1281 Gulf of Mexico DrIVE
    LONGBOAT KEY,FL34228
    BEACON HILL STAFFING GROUP LLC STAFFING SERVICES 51,924
    PO Box 846193
    BOSTON,MA02284
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SEE GENERAL EXPLANATION ATTACHMENT 723,910
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    18,354,907
    b
    Average of monthly cash balances.......................
    1b
    7,501,162
    c
    Fair market value of all other assets (see instructions)................
    1c
    808,226,129
    d
    Total (add lines 1a, b, and c).........................
    1d
    834,082,198
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    834,082,198
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    12,511,233
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    821,570,965
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    41,078,548
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    41,078,548
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,778,339
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,778,339
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    39,300,209
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,817
    5
    Add lines 3 and 4............................
    5
    39,302,026
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    39,302,026
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 39,302,026
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 8,818,166
    d From 2019...... 8,141,605
    e From 2020...... 13,749,388
    f Total of lines 3a through e ........ 30,709,159
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 38,497,627
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 38,497,627
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 804,399 804,399
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 29,904,760
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		29,904,760
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 8,013,767
    c Excess from 2019.... 8,141,605
    d Excess from 2020.... 13,749,388
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JONATHON JACOBSON
    JOANNA JACOBSON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    18Doors
    190 North Main Street Suite 203
    Natick,MA01760     		NONE PC GLOBAL 100,000
    A Wider Bridge
    1441 Broadway Suite 6149
    New York,NY10018     		NONE PC Community 1,800
    Israel-America Academic Exchange
    8383 Wilshire Boulevard Suite 400
    Beverly Hills,CA90211     		NONE PC Global 221,000
    AJEEC-NISPED
    5 Yehuda HaNahtom
    Beer Sheva   8424921
    IS     		NONE PC GLOBAL 50,000
    Alma Del Mar Foundation
    515 Belleville Avenue
    New Bedford,MA02746     		NONE PC EDUCATION 25,000
    Amer Commit for the Weizmann Instit of Science
    633 Third Avenue
    New York,NY10017     		NONE PC HEALTH & HUMAN SERVICES 50,000
    Amer Friends of Jordan River Village Foundation
    244 Madison Avenue Suite 482
    New York,NY10016     		NONE PC GLOBAL 10,000
    American Friends of Maoz-Seal Inc
    7 Hawthorne Circle
    Somersworth,NH03878     		NONE PC GLOBAL 850,000
    American Israel Education Foundation Inc
    251 H Street NW
    Washington,DC20001     		NONE PC GLOBAL 2,000,000
    American Jewish Joint Distribution Committee Inc
    220 East 42nd Street Suite 400
    New York,NY10017     		NONE PC GLOBAL 10,000
    American Society for Yad Vashem Inc
    500 5th Avenue 42nd Floor
    New York,NY10110     		NONE PC GLOBAL 40,000
    Town of Amherst
    4 Boltwood Avenue
    Amherst,MA01002     		NONE GOV EDUCATION 5,625
    Amutat Hamovilim Lemada and Technology
    PO BOX 290
    TAMRA   30811
    IS     		NONE PC GLOBAL 25,000
    Anti-Defamation League
    40 Court Street
    Boston,MA02108     		NONE PC COMMUNITY 600,000
    WTIA Workforce Institute
    8201 164th Ave NE Suite 200
    Redmond,WA98052     		NONE PC EDUCATION 225,000
    Associated Jewish Comm Federation of Baltimore
    101 West Mount Royal Avenue
    Baltimore,MD21201     		NONE PC COMMUNITY 25,000
    Attleboro Public Schools
    100 Rathburn Willard Drive
    Attleboro,MA02703     		NONE GOV EDUCATION 32,100
    Belchertown Public Schools
    14 Maple Street
    Belchertown,MA01007     		NONE GOV EDUCATION 8,600
    Belmont Hill School
    350 Prospect
    Belmont,MA02478     		NONE PC EDUCATION 333,330
    Bend the Arc
    330 Seventh Ave Suite 1900
    New York,NY10001     		NONE PC COMMUNITY 50,000
    Beth Israel Deaconess Medical Center
    330 Brookline Avenue
    Boston,MA02215     		NONE PC Health & Human Services 100,000
    Big Brothers Big Sisters of Massachusetts Bay
    184 High Street 3rd Floor
    Boston,MA02110     		NONE PC Youth Development 500,000
    Boston College Trustees
    140 Commonwealth Avenue
    Chestnut Hill,MA02467     		NONE PC EDUCATION 806,000
    Boston Collegiate Charter School Foundation Inc
    215 Sydney Street
    Dorchester,MA02125     		NONE PC EDUCATION 32,050
    Boston Crohn's and Colitis
    29 Lochland Road
    Hyde Park,MA02136     		NONE PC Health & Human Services 500
    Boston Foundation Inc
    75 Arlington Street 3rd Floor
    Boston,MA02116     		NONE PC Community 25,000
    Boston Health Care for the Homeless Program Inc
    780 Albany Street
    Boston,MA02118     		NONE PC Health & Human Services 25,000
    Boston Medical Center
    801 Massachusetts Avenue 1st Floor
    Boston,MA02118     		NONE PC Health & Human Services 250,000
    The Preparatory Foundation Inc
    885 River Street
    Hyde Park,MA02136     		NONE PC EDUCATION 200,000
    Boys & Girls Clubs of Boston
    200 High Street 3rd Floor
    Boston,MA02110     		NONE PC Youth Development 1,000
    Braingain Israel Inc
    1068 Fulton Street Apt 5A
    Brooklyn,NY11238     		NONE PC GLOBAL 10,000
    Brigham and Women's Hospital Inc
    75 Francis Street
    Boston,MA02115     		NONE PC Health & Human Services 300,000
    Brooke School Foundation
    190 Cummins Highway
    Roslindale,MA02131     		NONE PC EDUCATION 300,000
    Brothers for Life
    270 South Hanford Street Suite 207
    Seattle,WA98134     		NONE PC GLOBAL 75,000
    Buck Institute for Education
    3 Hamilton Landing Suite 220
    Novato,CA94949     		NONE PC EDUCATION 340,000
    Burlington Public Schools
    123 Cambridge Street
    Burlington,MA01803     		NONE GOV EDUCATION 16,050
    Business Executives for National Security
    1030 15th Street NW Suite 200 East
    Washington,DC20005     		NONE PC COMMUNITY 25,000
    California Institute of the Arts
    24700 McBean Parkway
    Valencia,CA91355     		NONE PC COMMUNITY 500
    Cape Cod Foundation Inc
    261 Whites Path Unit 2
    South Yarmouth,MA02664     		NONE PC COMMUNITY 50,000
    Catholic Schools Foundation
    67 Batterymarch Street 6th Floor
    Boston,MA02110     		NONE PC EDUCATION 25,000
    Children's Hospital Corporation
    401 Park Drive Suite 602
    Boston,MA02215     		NONE PC Health & Human Services 100,000
    City of Fitchburg
    376 South Street
    Fitchburg,MA01420     		NONE GOV EDUCATION 28,525
    Coaching for Change Inc
    427 Winthrop Street Unit A
    Taunton,MA02780     		NONE PC Youth Development 10,000
    Combined Jewish Philanthropies
    126 High Street
    Boston,MA02110     		NONE PC COMMUNITY 1,500,000
    Combined Jewish Philanthropies Donor Advised Fund
    126 High Street
    Boston,MA02110     		NONE PC COMMUNITY 3,000,000
    Community Foundation for Nantucket
    PO Box 204
    Nantucket,MA02554     		NONE PC COMMUNITY 10,000
    Community Foundation of Western Massachusetts
    333 Bridge Street
    Springfield,MA01103     		NONE PC COMMUNITY 50,000
    Community Initiatives
    1000 Broadway Suite 480
    Oakland,CA64607     		NONE PC EDUCATION 15,000
    Community Servings Inc
    18 Marbury Terrace
    Jamaica Plain,MA02130     		NONE PC COMMUNITY 36,000
    Compass Working Capital
    89 South Street Suite 804
    Boston,MA02111     		NONE PC COMMUNITY 50,000
    Cradles to Crayons
    155 North Beacon Street
    Brighton,MA02135     		NONE PC COMMUNITY 10,000
    Crossroads for Kids
    119 Myrtle Street
    Duxbury,MA02332     		NONE PC COMMUNITY 10,000
    Cystic Fibrosis Foundation
    220 North Main Street Suite 104
    Natick,MA01760     		NONE PC Health & Human Services 10,000
    University of Texas Foundation
    3925 W Braker Lane Suite 3801
    Austin,TX78759     		NONE PC Education 17,000
    Dana-Farber Cancer Institute
    PO Box 849168
    Boston,MA02284     		NONE PC Health & Human Services 50,000
    Dedham Public Schools
    100 Whiting Avenue
    Dedham,MA02026     		NONE GOV EDUCATION 12,450
    Policy Impact
    1107 9th Street Suite 500
    Sacramento,CA95814     		NONE PC Community 5,000
    Dracut Public Schools
    2063 Lakeview Avenue
    Dracut,MA01826     		NONE GOV EDUCATION 23,250
    East Longmeadow Public Schools
    180 Maple Street
    East Longmeadow,MA01028     		NONE GOV EDUCATION 17,400
    Esplanade Association
    376 Boylston Street Suite 503
    Boston,MA02116     		NONE PC COMMUNITY 15,000
    Evans Scholars Foundation
    2501 Patriot Boulevard
    Glenview,IL60026     		NONE PC Youth Development 100,000
    Facing History and Ourselves
    16 Hurd Road
    Brookline,MA02445     		NONE PC EDUCATION 25,000
    Fall River Public Schools
    417 Rock Street
    Fall River,MA02720     		NONE GOV EDUCATION 74,375
    Foster America
    PO Box 29907
    San Francisco,CA94129     		NONE PC Health & Human Services 25,000
    Foundation for the Defense of Democracies Inc
    PO Box 33249
    Washington,DC20033     		NONE PC GLOBAL 100,000
    Friends of Ethiopian Jews Inc
    PO Box 960059
    Boston,MA02196     		NONE PC GLOBAL 100,000
    Friends of Excel Academy
    58 Moore Street
    East Boston,MA02128     		NONE PC EDUCATION 50,000
    Friends of Veritas Preparatory Charter School Inc
    370 Pine Street
    Springfield,MA01105     		NONE PC EDUCATION 52,000
    Georgetown University
    Gift Processing Department Number
    Washington,DC20073     		NONE PC EDUCATION 30,000
    Gilman School
    5407 Roland Avenue
    Baltimore,MD21210     		NONE PC EDUCATION 125,000
    Harold Grinspoon Foundation
    67 Hunt Street Suite 100
    Agawam,MA01001     		NONE SO I COMMUNITY 200,000
    President and Fellows of Harvard College
    Soldiers Field Teele Hall Develop
    Boston,MA02163     		NONE PC EDUCATION 50,000
    Harvard Graduate School of Education
    13 Appian Way Longfellow G003
    Cambridge,MA02138     		NONE PC EDUCATION 14,370
    Hasoub
    PO BOX 399
    Kfar Kara   3007500
    IS     		NONE PC GLOBAL 50,000
    Hebrew Seniorlife Inc
    1200 Centre Street
    Boston,MA02131     		NONE PC COMMUNITY 25,000
    Hillel The Foundation for Jewish Campus Life
    800 8th Street NW
    Washington,DC20001     		NONE PC COMMUNITY 100,000
    Honeymoon Israel Foundation Inc
    1417 Mayson Street NE
    Atlanta,GA30324     		NONE PC COMMUNITY 3,000,000
    Horizons for Homeless Children Inc
    1705 Columbus Avenue
    Roxbury,MA02119     		NONE PC COMMUNITY 25,000
    ImpactIsrael INC
    4340 East-West Highway Suite 202
    Bethesda,MD20814     		NONE PC GLOBAL 150,000
    Jewish Community Relations Council of SF
    121 Steuart Street Suite 301
    San Francisco,CA94105     		NONE PC COMMUNITY 75,000
    Israel on Campus Coalition
    734 15th Street NW Suite 600
    Washington,DC20005     		NONE PC GLOBAL 300,000
    Israeli-American Council
    5900 Canoga Avenue Suite 390
    Woodland,CA91367     		NONE PC GLOBAL 50,000
    Jewish Community Center of Greater Boston Inc
    333 Nahanton Street
    Newton,MA02459     		NONE PC COMMUNITY 10,000
    Jewish Comm Relations Council of Greater Boston
    126 High Street
    Boston,MA02110     		NONE PC COMMUNITY 170,000
    Jewish Agency for Israel-North American Council
    633 3rd Avenue 21st Floor Suite C
    New York,NY10017     		NONE PC GLOBAL 250,000
    Jewish Big Brother-Sister Association of Boston
    333 Nahanton Street
    Newton,MA02459     		NONE PC COMMUNITY 10,000
    Jewish Community Foundation of San Diego
    4950 Murphy Canyon Road
    San Diego,CA92123     		NONE PC COMMUNITY 25,000
    Jewish Family & Childrens Service
    1430 Main Street
    Waltham,MA02451     		NONE PC COMMUNITY 25,000
    Jewish Funder's Network
    7 Avital Street
    Tel Aviv   67635
    IS     		NONE PC COMMUNITY 605,325
    Jewish Institute for National Security of America
    1101 14th Street NW Suite 1030
    Washington,DC20005     		NONE PC GLOBAL 500,000
    Jewish Vocational Service Inc
    75 Federal Street 3rd Floor
    Boston,MA02110     		NONE PC COMMUNITY 50,000
    Jupiter Medical Center Foundation Inc
    1210 South Old Dixie Highway
    Jupiter,FL33458     		NONE PC Health & Human Services 50,000
    KIPP Massachusetts
    90 High Rock Street
    Lynn,MA01902     		NONE PC Education 50,000
    Leading Edge Alliance Inc
    85 Broad Street 16th Floor
    New York,NY10004     		NONE PC COMMUNITY 100,000
    Life After Hate
    11933 W Burleigh Street Suite 100
    Wauwatosa,WI53222     		NONE PC COMMUNITY 46,000
    Marine Corps Scholarship Foundation Inc
    909 N Washington St Ste 400
    Alexandria,VA22314     		NONE PC EDUCATION 50,000
    Marlborough Public Schools
    25 Union Street Attn Karen Rundle
    Marlborough,MA01752     		NONE GOV EDUCATION 17,800
    Massachusetts General Hospital
    125 Nashua Street Development Offi
    Boston,MA02114     		NONE PC Health & Human Services 50,000
    Massachusetts Wonderfund Inc
    600 Washington Street 6th Floor
    Boston,MA02111     		NONE PC HEALTH & HUMAN SERVICES 50,000
    Matan - Investing in the Community
    8383 Wilshire Boulevard Suite 400
    Beverly Hills,CA90211     		NONE PC GLOBAL 400,000
    The Match Foundation Inc
    215 Forest Hills Street
    Boston,MA02130     		NONE GOV EDUCATION 7,050
    MIND Research Institute
    5281 California Avenue Suite 300
    Irvine,CA92617     		NONE PC EDUCATION 2,148,000
    Moishe House
    441 Saxony Road Barn 2
    Encinitas,CA92024     		NONE PC COMMUNITY 100,000
    More Than Words
    376 Moody Street
    Waltham,MA02453     		NONE PC Youth Development 20,000
    NAACP Boston
    330 Martin Luther King Boulevard
    Roxbury,MA02119     		NONE PC COMMUNITY 10,000
    Nantucket Cottage Hospital Foundation
    57 Prospect Street
    Nantucket,MA02554     		NONE PC Health & Human Services 25,000
    Nantucket Golf Club Foundation Inc
    250 Milestone Road PO Box 313
    Siasconset,MA02564     		NONE PC COMMUNITY 250,000
    Nantucket Police Charitable Association
    4 Fairgrounds Rd
    Nantucket,MA02554     		NONE PC COMMUNITY 5,000
    Nantucket Public Schools
    10 Surfside Road
    Nantucket,MA02554     		NONE GOV EDUCATION 12,450
    Nashoba Learning Group Inc
    10 Oak Park Drive
    Bedford,MA01730     		NONE PC COMMUNITY 10,000
    National Black Empowerment Council
    976 Brady Ave
    Atlanta,GA30318     		NONE PC COMMUNITY 26,800
    New England Aquarium Corporation
    1 Central Wharf Development Depart
    Boston,MA02110     		NONE PC COMMUNITY 200,000
    New Orleans Lympho-Maniac Cancer Fund Inc
    126 Brockenbraugh Court
    Metairie,LA70005     		NONE PC Health & Human Services 10,000
    New Venture Fund
    1201 Connecticut Avenue Suite 300
    Washington,DC20036     		NONE PC COMMUNITY 25,000
    North Andover Public Schools
    566 Main Street
    North Andover,MA01845     		NONE GOV EDUCATION 2,000
    NYU Langone Health
    223 E 34th Street
    New York,NY10016     		NONE PC Health & Human Services 500,000
    NYU Langone Health
    223 E 34th Street
    New York,NY10016     		NONE PC Education 200,000
    OneGoal
    180 N Wabash Suite 800
    Chicago,IL60601     		NONE PC EDUCATION 250,000
    Pan Massachusetts Challenge
    77 4th Avenue
    Needham,MA02494     		NONE PC COMMUNITY 50,000
    Pelham Public Schools
    170 Chestnut Street Business Offic
    Amherst,MA01002     		NONE GOV EDUCATION 1,875
    Pembroke Public Schools
    72 Pilgrim Road
    Pembroke,MA02359     		NONE GOV EDUCATION 8,600
    Philanthropy MASSACHUSETTS
    133 Federal Street Suite 802
    Boston,MA02110     		NONE PC COMMUNITY 1,750
    Phoenix Charter Academy Foundation
    200 Portland Street 4th Floor
    Boston,MA02114     		NONE PC EDUCATION 25,000
    Pine Street Inn
    444 Harrison Avenue
    Boston,MA02118     		NONE PC COMMUNITY 75,000
    Planned Parenthood League of Massachusetts Inc
    1055 Commonwealth Avenue
    Boston,MA02215     		NONE PC Health & Human Services 25,000
    Project ALS Inc
    801 Riverside Drive Suite 6G
    New York,NY10032     		NONE PC Health & Human Services 10,000
    Project Hope
    550 Dudley Street
    Roxbury,MA02119     		NONE PC COMMUNITY 10,000
    Project Lead the Way Inc
    3939 Priority Way South Drive Suit
    Indianapolis,IN46240     		NONE PC EDUCATION 1,329,330
    Randolph Public Schools
    40 Highland Avenue
    Randolph,MA02368     		NONE GOV EDUCATION 14,250
    Rian Immigrant Center
    1 State Street 8th Floor
    Boston,MA02109     		NONE PC COMMUNITY 75,000
    Roca Inc
    101 Park Street
    Chelsea,MA02150     		NONE PC Youth Development 20,000
    Ron Burton Training Village Inc
    PO Box 2
    Hubbardston,MA01452     		NONE PC GLOBAL 50,000
    Rosie's Place Inc
    889 Harrison Avenue
    Boston,MA02118     		NONE PC COMMUNITY 150,000
    Shabbat Project Inc
    79 Madison Avenue 2nd Floor
    New York,NY10016     		NONE PC COMMUNITY 75,000
    The Shalem Foundation
    845 Third Avenue 6th Floor
    New York,NY10022     		NONE PC EDUCATION 25,000
    Social Finance Inc
    2 Atlantic Avenue 5th Floor
    Boston,MA02110     		NONE PC EDUCATION 100,000
    Southbridge Public Schools
    132 Torrey Road
    Southbridge,MA01550     		NONE GOV EDUCATION 2,000
    Southcoast Community Foundation
    128 Union St Suite 403
    New Bedford,MA02740     		NONE PC COMMUNITY 50,000
    Spaulding Research Institute
    300 First Ave
    Charlestown,MA02129     		NONE PC Health & Human Services 150,000
    Springfield Public Schools
    1550 Main Street
    Springfield,MA01103     		NONE GOV Education 7,050
    Stacy Middle School
    31 West Fountain Street
    Milford,MA01757     		NONE GOV Education 17,850
    Steppingstone Foundation
    One Appleton Street 4th Floor
    Boston,MA02116     		NONE PC Education 150,000
    Success Academy Charter Schools Inc
    95 Pine Street 6th Floor
    New York,NY10005     		NONE PC Education 50,000
    Summer Search Boston
    3840 Washington Street Suite 2
    Jamaica Plain,MA02130     		NONE PC Youth Development 250,000
    Taunton Public schools
    215 Harris Street
    Taunton,MA02780     		NONE GOV Education 42,150
    Teach for America Inc
    60 Canal Street 3rd and 5th Floors
    Boston,MA02114     		NONE PC EDUCATION 50,000
    The Teacher Collaborative Inc
    PO Box 441645
    Somerville,MA02144     		NONE PC EDUCATION 10,000
    Team IMPACT
    500 Victory Road Floor 4
    Quincy,MA02171     		NONE PC COMMUNITY 50,000
    Temple Shir Tikva
    141 Boston Post Road
    Wayland,MA01778     		NONE PC community 36,000
    The Greater Boston Food Bank Inc
    70 South Bay Avenue
    Boston,MA02118     		NONE PC COMMUNITY 150,000
    The Israel Institute
    1100 New Jersey Ave SE Ste 2115
    Washington,DC20003     		NONE PC GLOBAL 100,000
    The Mission Continues
    1141 South 7th Street
    St Louis,MO63104     		NONE PC COMMUNITY 10,000
    The Portland Trust
    54 Portland Place
    LONDON   W1B 1DY
    UK     		NONE PC GLOBAL 100,000
    The UCLA Foundation
    PO Box 7145 Donor Relations Offi
    Pasadena,CA91109     		NONE PC Health & Human Services 10,000
    Thread Inc
    PO Box 1584
    Baltimore,MD21203     		NONE PC Youth Development 1,000,000
    Tides Center
    1012 Torney Avenue
    San Francisco,CA94129     		NONE PC COMMUNITY 50,000
    Times Up Foundation
    PO Box 33633
    Washington,DC20033     		NONE PC COMMUNITY 91,385
    Tovanot B'Hinuch
    POB 480
    LOD   71106
    IS     		NONE PC GLOBAL 50,000
    Tzohar
    9 HaMelacha Street
    LOD,Jerusalem7152015
    IS     		NONE PC GLOBAL 50,000
    Union Capital Boston Inc
    1542 Columbus Avenue
    Roxbury,MA02119     		NONE PC EDUCATION 40,000
    Union for Reform Judaism
    633 Third Avenue 7th Floor
    New York,NY10017     		NONE PC COMMUNITY 50,000
    University of Massachusetts Foundation Inc
    1 Perkins Street
    Lowell,MA01854     		NONE PC EDUCATION 14,200
    UP Education Network Inc
    90 Canal Street Suite 600
    Boston,MA02114     		NONE PC EDUCATION 933,200
    Up Together
    1201 Martin Luther King Jr Way Sui
    Oakland,CA94612     		NONE PC COMMUNITY 10,000
    United Teen Equality Center Inc
    PO Box 7066
    Lowell,MA01852     		NONE PC Youth Development 25,000
    Town of Uxbridge Public Schools
    9 N Main Street Attn Judi Lanoue
    Uxbridge,MA01569     		NONE GOV EDUCATION 15,150
    Vibe Israel USA
    101 Hudson Street
    Jersey City,NJ07302     		NONE PC GLOBAL 50,000
    Washington Institute for Near East Policy
    1111 19th Street NW Suite 500
    Washington,DC20036     		NONE PC GLOBAL 100,000
    Western States Center
    PO Box 40305
    Portland,OR97240     		NONE PC COMMUNITY 150,000
    Westfield Public Schools
    59 Court Street Room 102
    Westfield,MA01085     		NONE GOV EDUCATION 31,350
    Weymouth Public Schools
    111 Middle Street
    Weymouth,MA02189     		NONE GOV EDUCATION 24,750
    Worcester Polytechnic Institute
    100 Institute Road
    Worcester,MA01609     		NONE PC EDUCATION 251,600
    Yad Eliezer
    410 Glenn Rd
    Jackson,NJ08527     		NONE PC GLOBAL 1,800
    Year Up Inc
    45 Milk Street 9th Floor
    Boston,MA02109     		NONE PC Youth Development 3,000,000
    YMCA of Greater Boston Inc
    316 Huntington Avenue
    Boston,MA02115     		NONE PC COMMUNITY 25,000
    Youth Villages Massachusetts
    400 Cummings Park Drive Suite 5200
    Woburn,MA01801     		NONE PC Health & Human Services 502,500
    Total .................................bullet 3a 33,441,140
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 558  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		901101 267,847 18 5,025,030  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME     		    01 2,745  
    bOTHER INVESTMENT INCOME 901101 628,683 14 -625,145  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 896,530 4,403,188  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,299,718
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    One8 Foundation
     
    Employer identification number

    04-6836735
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    One8 Foundation
          		Employer identification number
    04-6836735
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JONATHON AND JOANNA JACOBSON
    177 HUNTINGTON AVENUE NO 1500
     
    BOSTON, MA02115

    		$ 30,928,983


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    One8 Foundation
          		Employer identification number

    04-6836735
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 466,670 SHARES OF MGM RESORTS INTERNATIONAL STOCK $ 20,928,983  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    One8 Foundation
          		Employer identification number

    04-6836735
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX PREP. FEES 51,448 0 0 51,448

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQ./FURNIT. 2020-12-31 354,621 165,699            
    LEASEHOLD IMPROVS. 2020-12-31 132,777 0            

    TY 2021 GeneralExplanationAttachment
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Identifier Return Reference Explanation
    Part VIII-A, Line 1 - SUMMARY OF Direct Charitable Activities Part VIII-A, Line 1 - SUMMARY OF Direct Charitable Activities MASS STEM HUB IS A PROGRAM OF ONE8 FOUNDATION WITH THE MISSION TO PROVIDE SCHOOLS WITH DEEPLY SUPPORTED ACCESS TO HIGH QUALITY SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) IN SCHOOL PROGRAMMING THAT ENGAGES STUDENTS AND DEVELOPS 21ST CENTURY SKILLS. MASS STEM HUB PROVIDES SUPPORT AND TRAINING TO TEACHERS AND SCHOOLS AND CREATES AND MANAGES STUDENT STEM EVENTS FOR SCHOOLS IN THE COMMONWEALTH.
    Part XIV, Line 3a - Grants to Foreign Organizations Part XIV, Line 3a - Grants to Foreign Organizations One8 Foundation issued grants to the foreign grantees listed below. The Foundation Status of Recipient of the foreign grant recipients is reported on Part XIV, Line 3 as "PC" as an equivalency determination was obtained for each organization. - AJEEC-NISPED - Amutat Hamovilim Lemada and Technology - HASOUB - MATAN - THE PORTLAND TRUST - TOVANOT B'HINUCH - TZOHAR

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADDEPAR INC. B COMMON SHS 443,388 4,698,115
    ADDEPAR INC. SERIES E PFD 2,056,612 4,485,875
    AFRESH TECHNOLOGIES INC. A-1 749,998 1,347,696
    AFRESH TECHNOLOGIES INC. A-2 1,374,998 1,374,996
    CRIMSON CONSULTING SERIES D 48,302 64,602
    MARK43 SERIES C EXT PREFERRED 1,250,000 6,132,843
    MARK43 SERIES D PREFERRED 2,500,000 10,110,324
    MARK43 SERIES E PREFERRED 3,750,005 3,749,846
    RENTAL BEAST, INC. CON. PRMSY. 125,000 125,000
    RENTAL BEAST, INC. SRS A-3 PFD 750,000 750,000

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    One8 Foundation
    EIN:
    04-6836735
    US Government Securities - End of Year Book Value:

    18,857,117
    US Government Securities - End of Year Fair Market Value:

    18,857,117
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RISE-UP MOMENTS LTD. SRS B ORD AT COST 1,749,995 2,169,207
    10D FUND I L.P. AT COST 1,288,554 1,645,589
    10D STW SPV LTD PARTNERSHIP AT COST 530,865 523,514
    22C CAPITAL I-A L.P. AT COST 0 1,722,827
    AFRESH TECHNOLOGIES INC. AT COST 625,000 625,000
    ABRAMS CAPITAL PARTNERS II AT COST 16,835,568 20,586,784
    DENHAM COMMODITY PRTNS FD V LP AT COST 426,355 696,954
    DENHAM IV CONTINUATION FUND LP AT COST 851,946 961,138
    FIMI OPPORTUNITY 6 LP AT COST 7,427,835 13,634,000
    FIMI OPPORTUNITY FUND V LP AT COST 3,185,216 9,476,000
    KENSICO PARTNERS LP AT COST 20,172,850 25,245,865
    MAGMA VENTURE CAPITAL III LP AT COST 0 4,057,150
    MAGMA VENTURE CAPITAL IV LP AT COST 2,362,589 6,520,090
    NEW ERA CAPITAL PARTNERS LP AT COST 0 52,977,657
    PAR INVESTMENT PARTNERS LP AT COST 4,533,846 7,580,275
    RIVA CAPITAL PARTNERS II LP AT COST 172,863 130,811
    RIVA CAPITAL PARTNERS III LP AT COST 700,556 2,010,186
    RIVA CAPITAL PARTNERS IV LP AT COST 9,687,796 16,395,641
    RIVA CAPITAL PARTNERS V LP AT COST 8,742,482 12,518,591
    RIVERSTONE GLBL ENG &PWR FD VI AT COST 4,727,625 6,856,711
    SHEARWATER ONSHORE LLC AT COST 8,146,633 10,953,668
    WESTCAP STRATEGIC OPERATOR AT COST 4,136,416 16,705,360
    WINSTON ASIA FUND LTD. AT COST 4,000,000 5,323,693
    KWIDNET HOLDINGS LLC AT COST 334,434,869 664,003,756
    CRIMSON CONSULTING LTD AT COST 2,375,034 5,628,708
    HIGHFIELDS CAPITAL IV L.P. AT COST 0 0
    GULF COAST OPPORTUNITIES FD LP AT COST 0 0
    VALUEACT CAPITAL INT'L I, L.P. AT COST 0 0
    RIVERSTONE G.E.P FD VI CAYMAN AT COST 747,291 747,291
    HUTENSKY CAPITAL REIT I AT COST 0 250,362

    TY 2021 LandEtcSchedule2
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQ./FURNIT. 354,621 165,699 188,922  
    LEASEHOLD IMPROVS. 132,777 0 132,777  


    TY 2021 LegalFeesSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 89,824 0 0 89,824


    TY 2021 OtherAssetsSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID FEDERAL TAXES 187,586 187,586 187,586
    STATE TAX RECEIVABLE 52,537 41,578 41,578


    TY 2021 OtherExpensesSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 15,109 0 0 15,109
    TECHNOLOGY & EQUIPMENT 118,478 0 0 118,478
    OFFICE EXPENSES 41,436 0 0 41,436
    MARKETING 16,467 0 0 16,467
    ANNUAL FILING FEE 1,000 0 0 1,000
    STATE FILING FEE 1,000 0 0 1,000
    EVENTS 12,002 0 0 12,002
    TELEPHONE 11,781 0 0 11,781


    TY 2021 OtherIncomeSchedule2
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 928 0 0
    RECOVERY OF PRIOR YEAR GRANTS 1,817 0 0
    miscellaneous investment income 3,538 -5,547,120 0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE 0 19,546
    PAYROLL LIABILITIES 0 4,616


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 1,287,132 1,287,132 0 0
    RESEARCH 294,461 0 0 294,461
    CONSULTING 221,375 0 0 221,375
    MEMBERSHIP DUES 96,040 0 0 96,040


    TY 2021 TaxesSchedule
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 1,449,477 0 0 0


    TY 2021 TransfersFrmControlledEntities
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Name US /
    Foreign Address    		 EIN Description Amount
    KWIDNET HOLDINGS LLC 200 CLARENDON ST 59TH FLOOR
    BOSTON,MA02116     		84-4785144 DIVIDENDS & DISTRIBUTIONS - NOT AN EXCESS BUSINESS HOLDING 38,160,000
    Total     38,160,000

    TY 2021 TransfersToControlledEntities
    Name:
    One8 Foundation
    EIN:
    04-6836735
    Name US /
    Foreign Address    		 EIN Description Amount
    KWIDNET HOLDINGS LLC 200 CLARENDON STREET 59TH FLOOR
    BOSTON,MA02116     		84-4785144 CAPITAL CONTRIBUTED - NOT AN EXCESS BUSINESS HOLDING 34,655,476
    Total     34,655,476