Jesse Matthew Furman

2014Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 44

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Goddard-Raverside Community Center
  • Jason Furman 2012 GST Trust
  • Flagstar Bank
  • Amcrican Express
  • Citibank AAdvantage Mastercard
  • EE - salary

As filed

MF Est LLC — Int/Div

MFEstLP — Int/Div

Trust #1 — Int/Div

Monroe Avenue Associates LLC

Ashland Greenup LLC

AFMB Russell LLC

KIM-FUR Retail Holdmgs LLC

JPRLLC

Southgate Associates L.P

PECO Rho LLC

MIS Ponce ll LP

MIS Pouce III LP

Stanhope LLC — Int/Div

Rho Capital Partners 1999 L.P — Distribution — Sold (part)

Rho Capital Partners 1999 L.P — Sold (part)

iShares MSC Emergmg Markets Fund — Int/Div — Buy (add'l)

Vanguard 500 Index Fund — Int/Div

Vanguard Total Bond Market Index Fund — Int/Div

Vanguard Money Market Account — Int/Div

Vanguard 500 Index Fund (IRA £1) — Int/Div

Vanguard 500 Index Fund (IRA £2) — Int/Div

Vanguard Extended Market Index Fund (Retirement) — Int/Div

Vanguard Intermediate-Term Bond Index Fund (Retirement) — Int/Div

Vanguard 500 Index Fund (Retirement) — Int/Div

Vanguard Long-Term Bond Index Fund (Retirement) — Int/Div

Rental Property, Providence, RI (2011 $305,000) — Ret

Citibank Accounts — Interest

Akiva Armon, personal loan - note receivable — None

Christina Ponsa, personal loan - note receivable — Interest

Jay Furman [ER LLC — Int/Div

Jay Furman Investors LLC — Int/Div

Jesse Furman 2012 GST Trust — Int/Div

Jay Furman SEER LLC

Jason Furman 2012 GST Trust — Int/Div

Jay Furman ER LLC

Morgan Stanley Private Bank NA Money Market Fund — Int/Div

LP. Morgan Chase Bank Account (X) — Interest

Mass Mutual Financial Group (Retirement) xX) — Interest

BlackRock Bound Index Fund (Retirement) 1X) — Int/Div

Mass Mutual S&P 500 Index Fund (Retirement) (X) — Int/Div

Mass Mutual Mid Cap Index Fund (Retirement) (X) — Int/Div

Mass Mutual Rsl 2000 Small Cap Index Fund (X) (Retirement) — Int/Div

Mass Mutual MSCI EAFE International Index Fund (Retirement) (X) — Int/Div

Premier Money Market Fund (Retirement) (xX) — Int/Div

Member, Board of Directors, Goddard-Raverside Community Center

Trustee, Jason Furman 2012 GST Trust

Liability — Flagstar Bank — Mortgage on Rental Property, Providence, RI (Pt. VII, line 26)

Liability — Amcrican Express — Credit Card

Liability — Citibank AAdvantage Mastercard — Credit Card

Spouse's income — 2014 — EE - salary

Part VII: Lam the sole beneficiary of Trust #1 (Part VII, Line 3), with entitlement to the full principal as of June 7, 2012. 1 am not a trustee.

Part VII: 1 previously had a trust (identified in the 2013 FDR as Trust #2), the sole asset of which was an interest in Stanhope LLC. The trust has been liquidated

and the interest in Stanhope LLC was distributed to me and is now held directly. T have therefore deleted Trust #2 and added Stanhope as # stand-alone interest

(Part VII, Line 13)

Part VIL: Jay Furman J LLC (Part VIL, Lines 31, 34, 36) was appraised as of November 7, 2012.

Part VII: The 2014 K-1 Statements for MF Est. LLC, MF Est. L.P., Trust #1, Stanhope LLC, Jay Furman [Jl LLC, Jay Furman Investors LLC (Part VII, Lines

1-3, 13, 30, 31, 32, 34), and underlying entities are not yet available: accordingly, the 2013 K-1 Statements were used.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Jesse Matthew Furman | Frix