Jesse Matthew Furman

2013Annual

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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

  • 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.

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