Jesse Matthew Furman
2013Annual
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What was filed
37
investments
3
positions
0
gifts
0
agreements
3
debts
1
reimbursements
0
income
2
spouse income
Named parties
- Goddard-Raverside Community Center
- BE 2012 GST Trust
- I 012 OST Trust
- Flagstar Bank
- Amcrican Express
- Citibank AAdvantage Mastercard
- At rr Tat, Has) School Lile Moot Court Board
- Yale University - honorarium ($3500)
- Harvard Umiversity - honorarium (S 1000)
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
Trust #2 — Int/Div
Stanhope LLC
Rho Capital Partners 1999 L.P — Distribution — Sold (part)
Rho Capital Partners 1999 L.P — Sold (part)
iShares MSC Emerging Markets Fund — Int/Div
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) — Rent
Citibank Accounts — Interest
I personal loan - note receivable — None
IEEE - personal loan - note receivable — Interest
HE 'hwestors LLC — Int/Div
HEE (V2 05] Trust — Int/Div
BEE anly LiL
HEE 2012 G51 Trust (X) — Int/Div
IE lL
Morgan Stanley Private Bank NA Money Market Fund — Int/Div — Buy (add'l)
Member, Board of Directors, Goddard-Raverside Community Center
Trustee, BE 2012 GST Trust
Trustee, I 012 OST 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
Reimbursement — At rr Tat, Has) School Lile Moot Court Board
Spouse's income — 2/28/2013 — Yale University - honorarium ($3500)
Spouse's income — 11192013 — Harvard Umiversity - honorarium (S 1000)
Part VII: | am the sole beneficiary of Trust #1 (Part VII, Line 3), with entitlement to the full principal as of June 7, 2012. 1 am a beneficiary of Trust #2 (Part VII,
Line 13), with entitlement to a portion of my share of the principal at present and entitlement to all of my share of the principal on June 7, 2016. 1am not a trustee
of either trust.
Part VIL: J LLC (Part VIL, Lines 31, 34, 36) was appraised as of November 7, 2012.
Part VIL: | became the Trustee of the [NNN 2012 GST Trust (Part VII, Lines 35-36) in July 2013. Accordingly, it became a reportable asset for this report
even though there were no reportable transactions,
Part VII: The Morgan Stanley Private Bank NA Money Market Fund (Part VII, Line 37) was madvertently omitted from my Calendar Year 2012 Report. It should
have been reported with a value code of J and an income code of B for 2012. There were no reportable transactions for 2012.
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.