Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ONE8 FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)177 HUNTINGTON AVENUE STE 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$876,994,483J 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) 49,886,520
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,131 3,131  
4 Dividends and interest from securities... 582,142 582,142  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,032,950
b Gross sales price for all assets on line 6a 2,231,936
7 Capital gain net income (from Part IV, line 2)... 95,993,974
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
List of Attached Documents:
// Content
39,713 837,405 0
12 Total. Add lines 1 through 11........ 52,544,456 97,416,652 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 3,535,435 0 0 3,535,435
15 Pension plans, employee benefits....... 628,382 0 0 628,382
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
70,448 0 0 70,448
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,274 0 0 62,274
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,510,116 4,254,390 0 3,238,676
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,384,176 153,872 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
45,089 0 0
20 Occupancy.............. 688,374 0 0 688,374
21 Travel, conferences, and meetings....... 227,152 0 0 227,152
22 Printing and publications.......... 2,203 0 0 2,203
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,303,820 66,392 0 1,237,428
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,457,469 4,474,654 0 9,690,372
25 Contributions, gifts, grants paid....... 56,036,140 56,036,140
26 Total expenses and disbursements. Add lines 24 and 25 71,493,609 4,474,654 0 65,726,512
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,949,153
b Net investment income (if negative, enter -0-) 92,941,998
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 3,494,304 259,094 259,094
2 Savings and temporary cash investments......... 19,008,358 8,299,802 8,299,802
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,187,287 Click to see attachment
List of Attached Documents:
// Content
14,312,287 		24,135,350
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 406,812,411 Click to see attachment
List of Attached Documents:
// Content
401,807,460 		844,131,631
14 Land, buildings, and equipment: basis right arrow487,398
Less: accumulated depreciation (attach schedule) right arrow318,958 213,529 Click to see attachment
List of Attached Documents:
// Content
168,440 		168,440
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,641 		Click to see attachment
List of Attached Documents:
// Content
166 		Click to see attachment
List of Attached Documents:
// Content
166
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 443,726,530 424,847,249 876,994,483
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
10,113 		Click to see attachment
List of Attached Documents:
// Content
79,985
23 Total liabilities (add lines 17 through 22)......... 10,113 79,985
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 443,716,417 424,767,264
29 Total net assets or fund balances (see instructions)..... 443,716,417 424,767,264
30 Total liabilities and net assets/fund balances (see instructions). 443,726,530 424,847,249
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
443,716,417
2
Enter amount from Part I, line 27a .....................
2
-18,949,153
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
424,767,264
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
424,767,264
Form 990-PF (2023)
Form 990-PF (2023)
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 LP CAP. GAINS - HUTENSKY CAPITAL REIT I P    
b LP CAP. GAINS - INNOVIZ TECHNOLOGIES P    
c LP CAP. GAINS - MAGMA VENTURE CAP III P    
d LP CAP. GAINS - PAR INVESTMENT PARTNERS P    
e LP CAP. GAINS - RIVA CAP PARTNERS III P    
LP CAP. GAINS - RIVERSTONE GEP VI CJ P    
LP CAP. GAINS - MAGMA VENTURE CAP III P    
LP CAP. GAINS - 10D FUND I LP P    
LP CAP. GAINS - MAGMA VENTURE CAP IV P    
LP CAP. GAINS - RIVERSTONE GEP VI LP P    
LP CAP. GAINS - RIVERSTONE GEP VI CJ P    
LP CAP. GAINS - RIVERSTONE GEP VI MMS P    
LP CAP. GAINS - DENHAM CPF V LP P    
LP CAP. GAINS - RIVA CAP PARTNERS III P    
LP CAP. GAINS - RIVA CAP PARTNERS V P    
LP CAP. GAINS - RIVA CAP PARTNERS IV P    
LP CAP. GAINS - ABRAMS CAP PARTNERS II P    
LP CAP. GAINS - SPT LLC P    
LP CAP. GAINS - FIMI OPPORTUNITY V P    
LP CAP. GAINS - 22C CAPITAL I-A P    
LP CAP. GAINS - KWIDNET HOLDINGS LLC 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 68,228     68,228
b 487,840   259,654 228,186
c 3,015     3,015
d 1,766,698     1,766,698
e 45,952     45,952
186,935     186,935
979     979
184,240     184,240
    237,245 -237,245
    66,012 -66,012
181,040     181,040
1,503     1,503
    19,381 -19,381
94,845     94,845
249,293     249,293
5,073     5,073
52,858     52,858
487     487
710,280     710,280
24,003     24,003
92,512,997     92,512,997
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       68,228
b       228,186
c       3,015
d       1,766,698
e       45,952
      186,935
      979
      184,240
      -237,245
      -66,012
      181,040
      1,503
      -19,381
      94,845
      249,293
      5,073
      52,858
      487
      710,280
      24,003
      92,512,997
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 95,993,974
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 0
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 right arrow 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) 1 1,291,894
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 0
3 Add lines 1 and 2........................... 3 1,291,894
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,291,894
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,648,676
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,648,676
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 356,782
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow356,782 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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? ....................
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 changes....
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.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA, 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 2023 or the taxable year beginning in 2023? 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
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
List of Attached Documents:
// Content
.............
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.ONE8.ORG
14
The books are in care ofright arrowANNA SIKORSKY Telephone no.right arrow (857) 202-6250

Located atright arrow177 HUNTINGTON AVENUE SUITE 1500BOSTONMA ZIP+4right arrow02115
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
5.00 		0 0 0
177 HUNTINGTON AVE 1500
BOSTON,MA02115
JOANNA JACOBSON PRESIDENT & TRUSTEE
40.00 		0 0 0
177 HUNTINGTON AVE 1500
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 VP, EDUCATION
40.00 		414,478 26,349 4,560
177 HUNTINGTON AVE SUITE 1500
BOSTON,MA02115
KARYN COHEN VP, JEWISH LIFE & IS
40.00 		335,701 21,349 4,560
177 HUNTINGTON AVE SUITE 1500
BOSTON,MA02115
KATHERINE SKRIVAN DIRECTOR, ONE8 APPLI
40.00 		234,202 6,375 4,560
177 HUNTINGTON AVE SUITE 1500
BOSTON,MA02115
ANNA SIKORSKY DIRECTOR, OPERATIONS
36.00 		217,309 15,838 4,560
177 HUNTINGTON AVE SUITE 1500
BOSTON,MA02115
ASHWIN RAJENDRA SENIOR PORTFOLIO MAN
40.00 		225,492 5,522 4,560
177 HUNTINGTON AVE SUITE 1500
BOSTON,MA02115
Total number of other employees paid over $50,000...................right arrow 19
Form 990-PF (2023)
Form 990-PF (2023)
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 INVESTMENT MANAGEMENT 4,271,440
200 CLARENDON ST 59TH FL
BOSTON,MA02116
ABUNDANT HEALTH ACQUISITION LLC COMMUNICATION 1,416,717
515 N STATE STREET SUITE 300
CHICAGO,IL60654
THE JEWISH FEDERATIONS OF NORTH AMERICA PROGRAM LAUNCH 732,235
25 BROADWAY SUITE 1700
NEW YORK,NY10004
FULL CONTACT ADVERTISING LLC COMMUNICATION 501,762
186 LINCOLN STREET 7TH FLOOR
BOSTON,MA02111
SRI INTERNATIONAL RESEARCH 133,970
PO BOX 2767 333 RAVENWOOD AVENUE
MENLO PARK,CA94025
Total number of others receiving over $50,000 for professional services.............right arrow9
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 ONE8 APPLIED LEARNING HUBTHE ONE8 APPLIED LEARNING HUB (FORMERLY MASS STEM HUB) IS A PROGRAM OF THE ONE8 FOUNDATION WITH THE MISSION TO PROVIDE MASSACHUSETTS PUBLIC SCHOOLS WITH ACCESS TO AND SUPPORT FOR APPLIED LEARNING PROGRAMS THAT BUILD THE KNOWLEDGE AND SKILLS STUDENTS NEED TO SUCCEED IN OUR RAPIDLY CHANGING, DATA-RICH WORLD. THE ONE8 APPLIED LEARNING HUB TEAM PROVIDES APPLIED LEARNING PROGRAMMING AT SCHOOLS ACROSS THE STATE, INCLUDING EDUCATOR PROFESSIONAL DEVELOPMENT AND COMMUNITY BUILDING, LEADER SUPPORT AND STUDENT EVENTS. 1,521,215
2 THE EPILEPSY & PREGNANCY INITIATIVETHE ONE8 FOUNDATION SUPPORTS THE EPILEPSY & PREGNANCY MEDICAL CONSORTIUM, A PANEL OF CLINICIAN EXPERTS WHO CREATED A COMPREHENSIVE KNOWLEDGE HUB AROUND EPILEPSY & PREGNANCY/REPRODUCTIVE HEALTH, PROVIDING PEOPLE WITH EPILEPSY AND THEIR DOCTORS ACCESS TO ACCURATE, UP-TO-DATE DATA FROM RESEARCH AND BEST PRACTICE RECOMMENDATIONS FOR CLINICAL CARE. 1,158,232
3 TOGETHERING PILOT PROGRAMTOGETHERING IS A PILOT CONCEPT CONCEIVED OF BY THE ONE8 FOUNDATION THAT WILL OFFER IMMERSIVE, US-BASED EXPERIENCES TO LOCAL COHORTS OF YOUNG COUPLES THAT HAVE AT LEAST ONE JEWISH PARTNER AND ARE EARLY IN THEIR COMMITTED RELATIONSHIP. THE PURPOSE OF THE TOGETHERING PILOT PROGRAM IS TO CREATE WARM, NURTURING COMMUNITIES OF COUPLES WHO BUILD FAMILIES WITH MEANINGFUL CONNECTIONS TO JEWISH LIFE, ONE ANOTHER, AND THE JEWISH PEOPLE. 732,235
4 IGNITE READINGIN PARTNERSHIP WITH SCHOOL DISTRICTS ACROSS THE COMMONWEALTH, ONE8 PROVIDES ADMINISTRATIVE AND FINANCIAL SUPPORT TO HELP BRING IGNITE READING, A ONE-ON-ONE VIRTUAL-POWERED LITERACY TUTORING PROGRAM, TO THOUSANDS OF STUDENTS ACROSS THE COMMONWEALTH OF MASSACHUSETTS. 76,146
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
31,271,591
b
Average of monthly cash balances.......................
1b
14,105,534
c
Fair market value of all other assets (see instructions)................
1c
784,038,894
d
Total (add lines 1a, b, and c).........................
1d
829,416,019
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
829,416,019
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,441,240
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
816,974,779
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
40,848,739
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
40,848,739
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,291,894
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
35,003
c
Add lines 2a and 2b............................
2c
1,326,897
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
39,521,842
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
39,521,842
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
39,521,842
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
65,726,512
b
Program-related investments—total from Part VIII-B..................
1b
0
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
65,726,512
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 39,521,842
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 8,013,767
b From 2019...... 8,141,605
c From 2020...... 13,749,388
d From 2021......  
e From 2022...... 4,950,901
f Total of lines 3a through e ........ 34,855,661
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 65,726,512
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 39,521,842
e Remaining amount distributed out of corpus 26,204,670
5 Excess distributions carryover applied to 2023. 0 0
(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 61,060,331
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		49,886,520
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		11,173,811
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 11,173,811
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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 COMMUNITY 100,000

A WIDER BRIDGE

1441 BROADWAY SUITE 6149
NEW YORK,NY10018 		NONE PC COMMUNITY 275,000

AJEEC NISPED

5 YEHUDA HANAHTOM
BEER SHEVA   8424921
IS 		NONE PC FOREIGN EQ. GLOBAL 50,000

ALEXANDER TWILIGHT ACADEMY

195 WEST NEWTON STREET UNIT 2
BOSTON,MA02116 		NONE PC EDUCATION 50,000

ALMA DEL MAR FOUNDATION INC

515 BELLEVILLE AVENUE
NEW BEDFORD,MA02746 		NONE PC EDUCATION 25,000

AMERICAN FRIENDS OF IDC

142 W 57TH STREET 11TH FLOOR
NEW YORK,NY10019 		NONE PC GLOBAL 77,500

AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATION

244 MADISON AVENUE SUITE 482
NEW YORK,NY10016 		NONE PC GLOBAL 10,000

AMERICAN FRIENDS OF NATAL INC

1120 AVENUE OF THE AMERICAS 4TH
FLOOR
NEW YORK,NY10036 		NONE PC GLOBAL 100,000

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 90,000

AMERICAN SOCIETY FOR YAD VASHEM INC

500 5TH AVENUE 42ND FLOOR
NEW YORK,NY10110 		NONE PC GLOBAL 40,000

AMUTAT HAMOVILIM LEMADA AND TECHNOLOGY (RA)

PO BOX 290
TAMRA   30811
IS 		NONE PC FOREIGN EQ. GLOBAL 25,000

ANTI DEFAMATION LEAGUE

40 COURT STREET
BOSTON,MA02108 		NONE PC COMMUNITY 50,000

ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC

101 WEST MOUNT ROYAL AVENUE
BALTIMORE,MD21201 		NONE PC COMMUNITY 25,000

ATLANTIC COUNCIL OF THE US INC

1030 15TH STREET NW 12TH FLOOR
WASHINGTON,DC20005 		NONE PC GLOBAL 75,000

ATTLEBORO PUBLIC SCHOOLS

100 RATHBURN WILLARD DRIVE
ATTLEBORO,MA02703 		NONE GOV EDUCATION 22,590

AYER SHIRLEY SCHOOL DISTRICT

115 WASHINGTON STREET
AYER,MA01432 		NONE GOV EDUCATION 21,200

BELCHERTOWN PUBLIC SCHOOLS

14 MAPLE STREET
BELCHERTOWN,MA01007 		NONE GOV EDUCATION 5,440

BELLINGHAM PUBLIC SCHOOLS

4 MECHANIC STREET
BELLINGHAM,MA02019 		NONE GOV EDUCATION 11,920

BEND THE ARC

330 SEVENTH AVE SUITE 1900
NEW YORK,NY10001 		NONE PC COMMUNITY 40,000

BETH ISRAEL DEACONESS MEDICAL CENTER INC

330 BROOKLINE AVENUE
BOSTON,MA02215 		NONE PC HEALTH & HUMAN SERVICES 200,000

BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC

184 HIGH STREET 3RD FLOOR
BOSTON,MA02110 		NONE PC YOUTH DEVELOPMENT 630,000

BOSTON COLLEGE TRUSTEES

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		NONE PC EDUCATION 2,170,000

BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC

215 SYDNEY STREET
DORCHESTER,MA02125 		NONE PC EDUCATION 54,320

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC

780 ALBANY STREET
BOSTON,MA02118 		NONE PC HEALTH & HUMAN SERVICES 25,000

BOSTON MEDICAL CENTER CORPORATION

801 MASSACHUSETTS AVENUE 1ST FLOOR
BOSTON,MA02118 		NONE PC HEALTH & HUMAN SERVICES 250,000

BOYS & GIRLS CLUBS OF BOSTON INC

200 HIGH STREET 3RD FLOOR
BOSTON,MA02110 		NONE PC YOUTH DEVELOPMENT 18,000

BRIGHAM AND WOMEN'S HOSPITAL INC

75 FRANCIS STREET
BOSTON,MA02115 		NONE PC HEALTH & HUMAN SERVICES 50,000

BROOKE SCHOOL FOUNDATION

190 CUMMINS HIGHWAY
ROSLINDALE,MA02131 		NONE PC EDUCATION 50,000

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 1,932,000

BURLINGTON PUBLIC SCHOOLS

123 CAMBRIDGE STREET
BURLINGTON,MA01803 		NONE GOV EDUCATION 10,545

BUSINESS EXECUTIVES FOR NATIONAL SECURITY

1030 15TH STREET NW SUITE 200 EAST
WASHINGTON,DC20005 		NONE PC COMMUNITY 25,000

CALCULUS PROJECT INC

168 POND STREET
RANDOLPH,MA02368 		NONE PC EDUCATION 35,000

CAMERON M NEELY FOUNDATION FOR CANCER CARE INC

30 WINTER STREET 2ND FLOOR
BOSTON,MA02108 		NONE PC COMMUNITY 5,000

CAPE COD FOUNDATION INC

261 WHITES PATH UNIT 2
SOUTH YARMOUTH,MA02664 		NONE PC COMMUNITY 50,000

CATHOLIC SCHOOLS FOUNDATION INC

67 BATTERYMARCH STREET 6TH FLOOR
BOSTON,MA02110 		NONE PC EDUCATION 25,000

CHAMPLAIN COLLEGE INC

163 WILLARD STREET PO BOX 670
BURLINGTON,VT05402 		NONE PC EDUCATION 250,000

CHELSEA PUBLIC SCHOOLS

500 BROADWAY
CHELSEA,MA02150 		NONE GOV EDUCATION 657,500

CHILDREN'S HOSPITAL CORPORATION

401 PARK DRIVESUITE 602
BOSTON,MA02215 		NONE PC HEALTH & HUMAN SERVICES 250,000

CITY OF FITCHBURG

376 SOUTH STREET
FITCHBURG,MA01420 		NONE GOV EDUCATION 17,410

CLINTON PUBLIC SCHOOLS

150 SCHOOL STREET
CLINTON,MA01510 		NONE GOV EDUCATION 139,000

COACHING FOR CHANGE INC

427 WINTHROP STREET UNIT A
TAUNTON,MA02780 		NONE PC YOUTH DEVELOPMENT 10,000

COLLECTIVE IMPACT

1 THE JEWS OF PEKIIN STREET
HADERA   3840262
IS 		NONE PC FOREIGN EQ. GLOBAL 582,766

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC

126 HIGH STREET
BOSTON,MA02110 		NONE PC COMMUNITY 6,750,000

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 635,000

COMMUNITY SERVINGS INC

18 MARBURY TERRACE
JAMAICA PLAIN,MA02130 		NONE PC COMMUNITY 36,000

COOL KIDS CAMPAIGN FOUNDATION INC

9601 HOLLY POINT DRIVE SUITE 102
HUNTERSVILLE,NC28078 		NONE PC COMMUNITY 1,000

CRADLES TO CRAYONS INC

155 NORTH BEACON STREET
BRIGHTON,MA02135 		NONE PC COMMUNITY 10,000

CYSTIC FIBROSIS FOUNDATION

220 NORTH MAIN STREET SUITE 104
NATICK,MA01760 		NONE PC HEALTH & HUMAN SERVICES 5,000

DANA FARBER CANCER INSTITUTE

PO BOX 849168
BOSTON,MA02284 		NONE PC HEALTH & HUMAN SERVICES 100,000

DEDHAM PUBLIC SCHOOLS

100 WHITING AVENUE
DEDHAM,MA02026 		NONE GOV EDUCATION 7,980

DRACUT PUBLIC SCHOOLS

2063 LAKEVIEW AVENUE
DRACUT,MA01826 		NONE GOV EDUCATION 15,300

EAST LONGMEADOW PUBLIC SCHOOLS

180 MAPLE STREET
EAST LONGMEADOW,MA01028 		NONE GOV EDUCATION 11,085

EPILEPSY FOUNDATION OF AMERICA

3540 CRAIN HWY STE 675
BOWIE,MD20716 		NONE PC HEALTH & HUMAN SERVICES 25,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		NONE PC COMMUNITY 20,000

ESPLANADE ASSOCIATION INC

575 BOYLSTON STREET 4R
BOSTON,MA02116 		NONE PC COMMUNITY 50,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026 		NONE PC YOUTH DEVELOPMENT 100,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 4184
NEW YORK,NY10163 		NONE PC COMMUNITY 50,000

FACING HISTORY AND OURSELVES INC

89 SOUTH STREET SUITE 401
BOSTON,MA02111 		NONE PC EDUCATION 25,000

FALL RIVER PUBLIC SCHOOLS

417 ROCK STREET
FALL RIVER,MA02720 		NONE GOV EDUCATION 807,250

FJC A FOUNDATION OF PHILANTHROPIC FUNDS

225 WEST 39TH STREET 12TH FLOOR
NEW YORK,NY10018 		NONE PC COMMUNITY 200,000

FOSTER AMERICA

PO BOX 29907
SAN FRANCISCO,CA94129 		NONE PC HEALTH & HUMAN SERVICES 25,000

FOUNDATION FOR DEFENSE OF DEMOCRACIES INC

PO BOX 33249
WASHINGTON,DC20033 		NONE PC GLOBAL 100,000

FRIENDS OF EXCEL ACADEMY INC

58 MOORE STREET
EAST BOSTON,MA02128 		NONE PC EDUCATION 50,000

FRIENDS OF GIVAT HAVIVA INC

500 7TH AVE 8TH FLOOR
NEW YORK,NY10018 		NONE PC GLOBAL 550,000

FRIENDS OF THE PUBLIC GARDEN INC

69 BEACON STREET
BOSTON,MA02108 		NONE PC COMMUNITY 5,000

FRIENDS OF UNITED HATZALAH INC

442 5TH AVENUE SUITE 1866
NEW YORK,NY10018 		NONE PC GLOBAL 250,000

FRIENDS OF VERITAS PREPARATORY CHARTER SCHOOL INC

370 PINE STREET
SPRINGFIELD,MA01105 		NONE PC EDUCATION 25,000

FUENTE LATINA INC

7300 BISCAYNE BLVD SUITE 200
MIAMI,FL33138 		NONE PC COMMUNITY 25,000

GILMAN SCHOOL INC

5407 ROLAND AVENUE
BALTIMORE,MD21210 		NONE PC EDUCATION 25,000

HAROLD GRINSPOON FOUNDATION

67 HUNT STREET SUITE 100
AGAWAM,MA01001 		NONE SO I COMMUNITY 200,000

HARVARD GRADUATE SCHOOL OF EDUCATION

13 APPIAN WAY LONGFELLOW G003
CAMBRIDGE,MA02138 		NONE PC EDUCATION 10,479

HARVARD HILLEL

52 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		NONE PC COMMUNITY 138,000

HASOUB

PO BOX 399
KFAR KARA   3007500
IS 		NONE PC FOREIGN EQ. GLOBAL 125,000

HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE

800 8TH STREET NW
WASHINGTON,DC20001 		NONE PC COMMUNITY 486,000

HONEYMOON ISRAEL FOUNDATION INC

2406 MOUNT VERNON RD SUITE 130
DUNWOODY,GA30338 		NONE PC COMMUNITY 3,500,000

HOOPTEE CHARITIES INC

PO BOX 11683
CHARLOTTE,NC28220 		NONE PC COMMUNITY 10,000

HOOSAC VALLEY REGIONAL SCHOOL DISTRICT

191 CHURCH ST
CHESHIRE,MA01225 		NONE GOV EDUCATION 64,000

HORIZONS FOR HOMELESS CHILDREN INC

1705 COLUMBUS AVENUE
ROXBURY,MA02119 		NONE PC COMMUNITY 25,000

IMPACTISRAEL INC

200 HIGHLAND AVENUE SUITE 301
NEEDHAM,MA02494 		NONE PC GLOBAL 150,000

INSTITUTE FOR CITIZENS & SCHOLARS

104 CARNEGIE CENTER
PRINCETON,NJ08540 		NONE PC EDUCATION 100,000

IRGUN RABBANEI TZOHAR (RA)

9 HAMELACHA STREET LOD
JERUSALEM   7152015
IS 		NONE PC FOREIGN EQ. GLOBAL 50,000

ISRAEL AMERICA ACADEMIC EXCHANGE

8383 WILSHIRE BOULEVARD SUITE 400
BEVERLY HILLS,CA90211 		NONE PC GLOBAL 333,000

ISRAEL INSTITUTE INC

1100 NEW JERSEY AVE SE STE 2115
WASHINGTON,DC20003 		NONE PC GLOBAL 50,000

ISRAEL ON CAMPUS COALITION

734 15TH STREET NW SUITE 600
WASHINGTON,DC20005 		NONE PC GLOBAL 450,000

ISRAEL POLICY FORUM INC

355 LEXINGTON AVE
NEW YORK,NY10017 		NONE PC GLOBAL 100,000

ISRAELI AMERICAN COUNCIL

5900 CANOGA AVENUE SUITE 390
WOODLAND,CA91367 		NONE PC GLOBAL 50,000

ITREK INC

1460 BROADWAY
NEW YORK,NY10036 		NONE PC GLOBAL 2,210,175

JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL

633 3RD AVENUE 21ST FLOOR SUITE C
NEW YORK,NY10017 		NONE PC GLOBAL 500,000

JEWISH BIG BROTHER SISTER ASSOCIATION OF BOSTON

1430 MAIN STREET
WALTHAM,MA02415 		NONE PC COMMUNITY 10,000

JEWISH COMMUNITY CENTER OF GREATER BOSTON INC

333 NAHANTON STREET
NEWTON,MA02459 		NONE PC COMMUNITY 10,000

JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER BOSTON

126 HIGH STREET
BOSTON,MA02110 		NONE PC COMMUNITY 150,000

JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENNISULA

121 STEUART STREET SUITE 301
SAN FRANCISCO,CA94105 		NONE PC COMMUNITY 200,000

JEWISH FAMILY & CHILDRENS SERVICE

1430 MAIN STREET
WALTHAM,MA02451 		NONE PC COMMUNITY 50,000

JEWISH FUNDERS NETWORK

PO BOX 960059
BOSTON,MA02196 		NONE PC GLOBAL 2,056,750

JEWISH VOCATIONAL SERVICE INC

75 FEDERAL STREET 3RD FLOOR
BOSTON,MA02110 		NONE PC EDUCATION 1,094,000

JEWS OF COLOR INITIATIVE

1569 SOLANO AVENUE
BERKELEY,CA94707 		NONE PC COMMUNITY 50,000

KENS KREW INC

PO BOX 613
LAFAYETTE HILL,PA19444 		NONE PC COMMUNITY 10,000

KIPP MASSACHUSETTS INC

90 HIGH ROCK STREET
LYNN,MA01902 		NONE PC EDUCATION 25,000

LEADING EDGE ALLIANCE INC

85 BROAD STREET 16TH FLOOR
NEW YORK,NY10004 		NONE PC COMMUNITY 100,000

LEICESTER PUBLIC SCHOOLS

3 WASHBURN SQUARE
LEICESTER,MA01524 		NONE GOV EDUCATION 189,788

LEVEL PLAYING FIELD LTD

79432 RIDGEHAVEN RD
LANCASTER,SC29720 		NONE PC COMMUNITY 20,000

LIFE AFTER HATE INC

6650 W STATE STREET SUITE 304
MILWAUKEE,WI53213 		NONE PC COMMUNITY 30,000

MARLBOROUGH PUBLIC SCHOOLS

25 UNION STREET
MARLBOROUGH,MA01752 		NONE GOV EDUCATION 10,120

MASSACHUSETTS FALLEN HEROES INC

12 CHANNEL STREET SUITE 603
BOSTON,MA02210 		NONE PC COMMUNITY 10,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET DEVELOPMENT
OFFICE
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

MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC

33 KEARNEY SQUARE
LOWELL,MA01852 		NONE PC EDUCATION 868,000

MILLBURY PUBLIC SCHOOLS

12 MARTIN ST
MILLBURY,MA01527 		NONE GOV EDUCATION 40,246

MILTON PUBLIC SCHOOLS

MILTON PUBLIC SCHOOLS
MILTON,MA02186 		NONE GOV EDUCATION 8,038

MIND RESEARCH INSTITUTE INC

5281 CALIFORNIA AVE STE 300
IRVINE,CA92617 		NONE PC EDUCATION 2,030,000

MOISHE HOUSE

441 SAXONY ROAD BARN 2
ENCINITAS,CA92024 		NONE PC COMMUNITY 350,000

MONOMOY REGIONAL SCHOOL DISTRICT

425 CROWELL ROAD
CHATHAM,MA02633 		NONE GOV EDUCATION 15,840

MONSON PUBLIC SCHOOLS

TOWN OF MONSON 110 MAIN STREET
MONSON,MA01057 		NONE GOV EDUCATION 1,500

MORE THAN WORDS INC

56 FELTON ST
WALTHAM,MA02453 		NONE PC YOUTH DEVELOPMENT 20,000

NANTUCKET COTTAGE HOSPITAL

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 100,000

NANTUCKET PUBLIC SCHOOLS

10 SURFSIDE ROAD
NANTUCKET,MA02554 		NONE GOV EDUCATION 7,730

NASHOBA LEARNING GROUP INC

10 OAK PARK DRIVE
BEDFORD,MA01730 		NONE PC COMMUNITY 18,000

NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE

330 MARTIN LUTHER KING BOULEVARD
ROXBURY,MA02119 		NONE PC COMMUNITY 10,000

NATIONAL BLACK EMPOWERMENT COUNCIL INC

931 MONROE DRIVE NE STE A102 632
ATLANTA,GA30308 		NONE PC COMMUNITY 200,000

NEW VENTURE FUND

1201 CONNECTICUT AVENUE SUITE 300
WASHINGTON,DC20036 		NONE PC EDUCATION 25,000

NORTHWESTERN UNIVERSITY

633 CLARK ST
EVANSTON,IL60208 		NONE PC HEALTH & HUMAN SERVICES 32,100

NYU LANGONE HEALTH

ONE PARK AVENUE 3RD FLOOR
NEW YORK,NY10016 		NONE PC HEALTH & HUMAN SERVICES 700,000

OCEAN STATE JOB LOT CHARITABLE FOUNDATION

375 COMMERCE PARK RD
NORTH KINGSTOWN,RI02852 		NONE PC GLOBAL 500,000

ONEGOAL

180 N WABASHSUITE 800
CHICAGO,IL60601 		NONE PC EDUCATION 50,000

ONETABLE

79 MADISON AVENUE 2ND FLOOR
NEW YORK,NY10016 		NONE PC COMMUNITY 250,000

PEABODY PUBLIC SCHOOLS

27 LOWELL STREET
PEABODY,MA01960 		NONE GOV EDUCATION 8,602

PELHAM ELEMENTARY SCHOOL

170 CHESTNUT STREET BUSINESS OFFICE
AMHERST,MA01002 		NONE GOV EDUCATION 1,250

PEMBROKE PUBLIC SCHOOLS

72 PILGRIM ROAD
PEMBROKE,MA02359 		NONE GOV EDUCATION 51,183

PHOENIX CHARTER ACADEMY FOUNDATION

200 PORTLAND STREET 4TH FLOOR
BOSTON,MA02114 		NONE SO I EDUCATION 20,000

PINE STREET INN INC

444 HARRISON AVENUE
BOSTON,MA02118 		NONE PC COMMUNITY 75,000

PITTSFIELD PUBLIC SCHOOLS

269 FIRST STREET
PITTSFIELD,MA01201 		NONE GOV EDUCATION 484,500

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC

1055 COMMONWEALTH AVENUE
BOSTON,MA02215 		NONE PC HEALTH & HUMAN SERVICES 25,000

PREPARATORY FOUNDATION INC

885 RIVER STREET
HYDE PARK,MA02136 		NONE PC EDUCATION 25,000

PROJECT ALS INC

2585 BROADWAY SUITE 202
NEW YORK,NY10025 		NONE PC HEALTH & HUMAN SERVICES 10,000

PROJECT LEAD THE WAY INC

5939 CASTLE CREEK PARKWAY N DRIVE
INDIANAPOLIS,IN46250 		NONE PC EDUCATION 380,600

QUABOAG REGIONAL SCHOOL DISTRICT

284 OLD WEST BROOKFIELD ROAD
WARREN,MA01083 		NONE GOV EDUCATION 165,500

RANDOLPH PUBLIC SCHOOLS

40 HIGHLAND AVENUE
RANDOLPH,MA02368 		NONE GOV EDUCATION 252,700

REVERE PUBLIC SCHOOLS

107 NEWHALL STREET
REVERE,MA02151 		NONE GOV EDUCATION 759,000

RIAN IMMIGRANT CENTER INC

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 COMMUNITY 10,000

ROSIE'S PLACE INC

889 HARRISON AVENUE
BOSTON,MA02118 		NONE PC COMMUNITY 150,000

SHALEM FOUNDATION

845 THIRD AVENUE 6TH FLOOR
NEW YORK,NY10022 		NONE PC EDUCATION 51,000

SILVER LAKE REGIONAL SCHOOL DISTRICT

250 PEMBROKE STREET
KINGSTON,MA02364 		NONE GOV EDUCATION 2,186

SIXPOINT INC

4905 34TH STREET SOUTH SUITE 412
SAINT PETERSBURG,FL33711 		NONE PC GLOBAL 50,000

SONDUK EL YANABIA (RA)

8 HAGOREN STREET
OMER   8496500
IS 		NONE PC FOREIGN EQ. GLOBAL 335,700

SOUTH HADLEY PUBLIC SCHOOLS

116 MAIN STREET
SOUTH HADLEY,MA01075 		NONE GOV EDUCATION 10,000

SOUTHCOAST COMMUNITY FOUNDATION INC

128 UNION ST SUITE 403
NEW BEDFORD,MA02740 		NONE PC COMMUNITY 25,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		NONE PC COMMUNITY 1,000

SPRINGFIELD PUBLIC SCHOOLS

1550 MAIN STREET
SPRINGFIELD,MA01103 		NONE GOV EDUCATION 4,320

STACY MIDDLE SCHOOL

31 WEST FOUNTAIN STREET
MILFORD,MA01757 		NONE GOV EDUCATION 11,640

STEPPINGSTONE FOUNDATION INC

ONE APPLETON STREET 4TH FLOOR
BOSTON,MA02116 		NONE PC EDUCATION 150,000

SUCCESS ACADEMY CHARTER SCHOOLS INC

95 PINE STREET6TH FLOOR
NEW YORK,NY10005 		NONE PC EDUCATION 50,000

SUMMER SEARCH

3840 WASHINGTON STREET SUITE 2
JAMAICA PLAIN,MA02130 		NONE PC YOUTH DEVELOPMENT 300,000

TAUNTON PUBLIC SCHOOLS

215 HARRIS STREET
TAUNTON,MA02780 		NONE GOV EDUCATION 26,360

TEACH FOR AMERICA INC

50 MILK STREET FL 16TH
BOSTON,MA02109 		NONE PC EDUCATION 50,000

TEACHERS COLLEGE COLUMBIA UNIVERSITY

525 W 120TH STREET BOX 127
NEW YORK,NY10027 		NONE PC EDUCATION 25,000

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 18,000

THE 74 MEDIA INC

222 BROADWAY FL 19
NEW YORK,NY10038 		NONE PC EDUCATION 25,000

THE ASPEN INSTITUTE INC

2300 N STREET NW SUITE 700
WASHINGTON,DC20037 		NONE PC COMMUNITY 25,000

THE BOSTON RENAISSANCE FOUNDATION INC

1415 HYDE PARK AVE
HYDE PARK,MA02136 		NONE PC EDUCATION 126,500

THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC

9201 UNIVERSITY CITY BLVD REESE 411
CHARLOTTE,NC28223 		NONE PC EDUCATION 200,000

THE GREATER BOSTON FOOD BANK INC

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE PC COMMUNITY 150,000

THE JEWISH FEDERATIONS OF NORTH AMERICA INC

25 BROADWAYSUITE 1700
NEW YORK,NY10004 		NONE PC GLOBAL 2,715,000

THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA

1101 14TH STREET NW SUITE 1030
WASHINGTON,DC20005 		NONE PC GLOBAL 275,000

THE MATCH FOUNDATION INC

215 FOREST HILLS STREET
BOSTON,MA02130 		NONE PC EDUCATION 4,320

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 FOREIGN EQ. GLOBAL 200,000

THE TEACHER COLLABORATIVE INC

PO BOX 441645
SOMERVILLE,MA02144 		NONE PC EDUCATION 10,000

THE TOWN OF MILFORD

31 WEST FOUNTAIN STREET
MILFORD,MA01757 		NONE GOV EDUCATION 671,000

THE UCLA FOUNDATION

PO BOX 7145DONOR RELATIONS OFFICE
PASADENA,CA91109 		NONE PC HEALTH & HUMAN SERVICES 10,000

THOMAS B FORDHAM INSTITUTE

1016 16TH STREET NW 8TH FLOOR
WASHINGTON,DC20036 		NONE PC EDUCATION 10,000

THREAD INC

PO BOX 1584
BALTIMORE,MD21203 		NONE PC YOUTH DEVELOPMENT 2,500,000

TOWN OF AMHERST

4 BOLTWOOD AVENUE
AMHERST,MA01002 		NONE GOV EDUCATION 3,750

TOWN OF SEEKONK

TOWN OF SEEKONK 25 WATER LANE
SEEKONK,MA02771 		NONE GOV EDUCATION 23,147

TOWN OF UXBRIDGE PUBLIC SCHOOLS

9 NORTH MAIN STREET
UXBRIDGE,MA01569 		NONE GOV EDUCATION 16,160

UNION CAPITAL BOSTON INC

1542 COLUMBUS AVENUE
ROXBURY,MA02119 		NONE PC COMMUNITY 50,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC20024 		NONE PC COMMUNITY 25,000

UNIVERSITY OF ARIZONA FOUNDATION

1111 N CHERRY AVE
TUCSON,AZ85721 		NONE PC EDUCATION 40,000

UNIVERSITY OF MASSACHUSETTS FOUNDATION INC

1 PERKINS STREET
LOWELL,MA01854 		NONE PC EDUCATION 9,300

UP EDUCATION NETWORK INC

90 CANAL STREET SUITE 600
BOSTON,MA02114 		NONE PC EDUCATION 112,960

UPSTREAM USA INC

426 17TH STREET SUITE 200
OAKLAND,CA94612 		NONE PC HEALTH & HUMAN SERVICES 1,000,000

UTEC INC

PO BOX 7066
LOWELL,MA01852 		NONE PC YOUTH DEVELOPMENT 15,000

WALTHAM PUBLIC SCHOOLS

617 LEXINGTON STREET
WALTHAM,MA02452 		NONE GOV EDUCATION 686,500

WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH STREET NW SUITE 500
WASHINGTON,DC20036 		NONE PC GLOBAL 50,000

WEST POINT ASSOCIATION OF GRADUATES

698 MILLS ROAD
WEST POINT,NY10996 		NONE PC COMMUNITY 50,000

WESTERN STATES CENTER INC

PO BOX 40305
PORTLAND,OR97240 		NONE PC COMMUNITY 150,000

WESTFIELD PUBLIC SCHOOLS

59 COURT STREET ROOM 102
WESTFIELD,MA01085 		NONE GOV EDUCATION 799,390

WEYMOUTH PUBLIC SCHOOLS

111 MIDDLE STREET
WEYMOUTH,MA02189 		NONE GOV EDUCATION 16,650

WORCESTER PUBLIC SCHOOLS

20 IRVING STREET
WORCESTER,MA01609 		NONE GOV EDUCATION 3,500

WORK BASED LEARNING ALLIANCE INC

8 THE GREEN SUITE 13631
DOVER,DE19901 		NONE PC EDUCATION 64,350

YEAR UP INC

45 MILK STREET 9TH FLOOR
BOSTON,MA02109 		NONE PC YOUTH DEVELOPMENT 3,000,000

YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC

316 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE PC COMMUNITY 25,000

YOUTH VILLAGES INC

400 CUMMINGS PARK DRIVE SUITE 5200
WOBURN,MA01801 		NONE PC HEALTH & HUMAN SERVICES 802,500
Total .................................right arrow 3a 56,036,140
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 3,131  
4 Dividends and interest from securities ....     14 582,142  
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 1,265,616 18 767,334  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSTATE TAX REFUNDS 		    01 39,668  
bOTHER INVESTMENT INCOME 901101 -823,546 01 823,591  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 442,070 2,215,866 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,657,936
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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 AVE SUITE 1500
 
BOSTON, MA02115

$ 49,886,520


(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) (2023)
Schedule B (Form 990) (2023)
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
 PUBLICLY TRADED SECURITIES $ 29,886,520 2023-12-28
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX PREP. FEES 62,274 0 0 62,274

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

TY 2023 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
FURNITURE & FIXTURES 2018-07-01 240,198 108,090 SL 10.000000000000 24,020 0 24,020  
OFFICE EQUIPMENT 2013-07-01 5,660 5,660 SL 5.000000000000 0 0 0  
LEASEHOLD IMPROVEMENTS 2018-01-10 132,777 60,354 SL 11.000000000000 12,071 0 12,071  
OFFICE EQUIPMENT 2014-07-01 18,791 18,791 SL 5.000000000000 0 0 0  
OFFICE EQUIPMENT 2018-07-01 89,972 80,974 SL 5.000000000000 8,998 0 8,998  

TY 2023 GeneralExplanationAttachment
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Identifier Return Reference Explanation
CONDUIT ELECTION FORM 990-PF, PART XII ONE8 FOUNDATION ("FOUNDATION") IS TREATING DISTRIBUTIONS AS BEING MADE OUT OF CORPUS FOR PURPOSES OF PERMITTING DONOR(S) TO CLAIM A FULL FAIR MARKET DEDUCTION FOR CONTRIBUTIONS TO THE FOUNDATION IN 2023. CONDUIT TREATMENT OF CONTRIBUTION MADE TO PRIVATE FOUNDATION UNDER IRC SECTION 170(B)(1)(F)(II), TREAS. REGS. 1.170A-9(H) AND IRC SECTION 4942(H)(2)2023 AMOUNTS REQUIRED TO BE DISTRIBUTED UNDER CONDUIT RULES2022 UNDISTRIBUTED INCOME NONE2023 DISTRIBUTABLE AMOUNT $39,521,8422023 NON-CASH (PROPERTY) CONTRIBUTIONS RECEIVED FROM DONOR $29,886,5202023 CASH CONTRIBUTIONS RECEIVED FROM DONOR $20,000,000TOTAL AMOUNT REQUIRED TO BE DISTRIBUTED BEFORE 3/15/2024 UNDER PRIVATE FOUNDATION CONDUIT RULES $89,408,3622023 AMOUNTS DISTRIBUTED OR DEEMED DISTRIBUTEDQUALIFYING DISTRIBUTIONS APPLIED TO DISTRIBUTABLE AMOUNT $39,521,842AMOUNTS TREATED AS DISTRIBUTIONS OUT OFCORPUS TO SATISFY REQUIREMENTS OF IRC SECTION 170(B)(1)(F) AND DISTRIBUTED OUT OF CORPUS $49,886,520AMOUNTS DISTRIBUTED OUT OF CORPUS TO SATISFY REQUIREMENTS OF IRC SECTION 170(B)(1)(F) IN 2024 PRIOR TO 3/15/2024 NONETOTAL AMOUNT DISTRIBUTED FROM CORPUS BEFORE 3/15/2024 IN ACCORDANCE WITH IRC SEC. 170(B)(1)(F)(II), TREAS. REGS. 1.170A-9(H) AND IRC SECTION 4942(H)(2) $89,408,362THE FOUNDATION MEETS THE REQUIREMENTS OF IRC 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H)(2) AND IS NOT SUBJECT TO THE SECTION 170(E)(1)(B)(II) LIMITATIONS, AS A CONDUIT OR PASS-THROUGH FOUNDATION SINCE ALL CONTRIBUTIONS FROM DONOR RECEIVED DURING 2023 WERE DISTRIBUTED OUT OF CORPUS PRIOR TO 3/15/2024. THUS, THE DONATION QUALIFIES AS IF MADE TO A PUBLIC CHARITY WITH REGARD TO THESE CONTRIBUTIONS. SIGNED ______________________ DATE ______________________ NAME/TITLE ______________________
ELECTION STATEMENT FORM 990-PF, PART XII, LINE 7 ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONSFOUNDATION NAME: ONE8 FOUNDATION FEIN: 04-6836735ADDRESS: 177 HUNTINGTON AVENUE, STE 15, BOSTON, MA 02115YEAR-END: 12/31/2023PURSUANT TO REG. 53.4942(A)-3( C)(2)(IV), THIS FOUNDATION ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS AS DETAILED BELOW:TAX YEAR 2018 $8,013,767TAX YEAR 2019 $8,141,605 TAX YEAR 2020 $13,749,338 TAX YEAR 2021 $0 TAX YEAR 2022 $4,950,901TOTAL $34,855,661SIGNED ______________________DATE ______________________NAME/TITLE ______________________

TY 2023 InvestmentsCorpStockSchedule
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Name of Stock End of Year Book Value End of Year Fair Market Value
ADDEPAR INC. CLASS B COMMON STOCK 457,378 3,011,335
ADDEPAR INC. SERIES E PFD 2,056,612 2,875,296
AFRESH TECHNOLOGIES INC. A-1 749,998 2,673,281
AFRESH TECHNOLOGIES INC. A-2 1,374,998 2,727,433
AFRESH TECHNOLOGIES INC. SERIES B-1 PREFERRED 1,124,994 1,194,880
CRIMSON CONSULTING SERIES D 48,302 55,220
MARK43 SERIES C EXT PREFERRED 1,250,000 3,484,023
MARK43 SERIES D PREFERRED 2,500,000 5,743,600
MARK43 SERIES E PREFERRED 3,750,005 2,130,260
RENTAL BEAST, INC. CON. PRMSY. 125,000 17,854
RENTAL BEAST, INC. SRS 4-A PFD 125,000 125,000
RENTAL BEAST, INC. SRS A-3 PFD 750,000 97,168

TY 2023 InvestmentsOtherSchedule2
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
10D FUND I, L.P. AT COST 1,576,554 1,713,142
10D STW SPV LIMITED PARTNERSHIP AT COST 530,865 13,566
22C CAPITAL I-A L.P. AT COST 57,864 2,100,716
ABRAMS CAPITAL PARTNERS II AT COST 2,453,741 2,624,436
CRIMSON CONSULTING LTD. AT COST 2,833,470 5,269,744
DENHAM COMMODITY PARTNERS FUND V L.P. AT COST 357,687 667,688
DENHAM IV CONTINUATION FUND L.P. AT COST 788,686 551,745
FIMI OPPORTUNITY V, L.P. AT COST 175,020 4,484,000
FIMI OPPORTUNITY VI, L.P. AT COST 6,564,198 12,222,000
HUTENSKY CAPITAL REIT I AT COST 0 54,301
KENSICO PARTNERS, L.P. AT COST 20,172,850 28,831,614
KWIDNET HOLDINGS LLC AT COST 339,979,330 699,681,999
MAGMA VENTURE CAPITAL IV L.P. AT COST 0 3,578,928
MAGMA VENTURE CAPITAL IV L.P. AT COST 2,016,869 4,064,943
NEW ERA CAPITAL PARTNERS L.P. AT COST 679,246 30,862,277
RISE-UP MOMENTS LTD. SERIES B ORDINARY AT COST 1,166,666 2,169,207
RIVA CAPITAL PARTNERS II, L.P. AT COST 152,720 105,555
RIVA CAPITAL PARTNERS III, L.P. AT COST 0 1,444,580
RIVA CAPITAL PARTNERS IV, L.P. AT COST 9,391,704 16,033,498
RIVA CAPITAL PARTNERS V, L.P. AT COST 9,102,505 14,215,213
RIVERSTONE GI ENERGY AND POWER FUND VI, L.P. AT COST 943,420 4,679,175
SHEARWATER ONSHORE, LLC AT COST 937,341 993,081
WESTCAP STRATEGIC OPERATOR AT COST 50,338 6,230,336
WINSTON ASIA FUND, LTD. AT COST 1,876,386 1,539,887

TY 2023 LandEtcSchedule2
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & FIXTURES 240,198 132,110 108,088  
OFFICE EQUIPMENT 5,660 5,660 0  
LEASEHOLD IMPROVEMENTS 132,777 72,425 60,352  
OFFICE EQUIPMENT 18,791 18,791 0  
OFFICE EQUIPMENT 89,972 89,972 0  


TY 2023 LegalFeesSchedule
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 70,448 0 0 70,448


TY 2023 OtherAssetsSchedule
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM EMPLOYEES 10,641 166 166


TY 2023 OtherExpensesSchedule
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MARKETING 493,120 0 0 493,120
EVENTS 451,988 0 0 451,988
TECHNOLOGY & EQUIPMENT 161,096 0 0 161,096
OFFICE EXPENSES 94,413 0 0 94,413
INSURANCE 16,618 0 0 16,618
WEBSITE 11,913 0 0 11,913
TELEPHONE 7,665 0 0 7,665
STATE FILING FEE 512 0 0 512
PCORI FEE 103 0 0 103
CARRIED INTEREST 66,392 66,392 0 0


TY 2023 OtherIncomeSchedule2
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STATE TAX REFUNDS 39,668   0
OTHER INVESTMENT INCOME 45 837,405 0


TY 2023 OtherLiabilitiesSchedule
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 10,113 44,916
CREDIT CARD PAYABLE 0 35,069


TY 2023 OtherProfessionalFeesSchedule
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 4,271,440 4,254,390 0 0
CONSULTING 2,844,542 0 0 2,844,542
RESEARCH 333,437 0 0 333,437
MEMBERSHIP DUES 60,697 0 0 60,697


TY 2023 TaxesSchedule
Name:
ONE8 FOUNDATION
EIN:
04-6836735
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 1,206,589 0 0 0
STATE INCOME TAXES 23,715 0 0 0
FOREIGN/WITHHOLDING TAX PAID 153,872 153,872 0 0


TY 2023 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 DISTRIBUTIONS 86,128,672
Total     64,200,000

TY 2023 TransfersToControlledEntities
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 CAPITAL CONTRIBUTED 86,128,672
Total     86,128,672