2019-11-14T15:37:14-08:00 2018-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2018-01-01 043105768 The Klarman Family Foundation KLAR 6172367909 PO Box 171627 Boston MA 02117 Beth S Klarman Pres./Trustee 2019-11-14 true Kurt Coburn P01638285 7134395739 2018 2020-03-31 21:24:44Z X 759881298 X 75000000 1227324 1227324 17888727 19017490 18675891 12491808 11997057 106607859 31900272 403898 3510 400388 1535619 21714 1513905 471233 7082 464151 322406 105449 216957 111755 24918 81837 239710 239710 3654 166845 568246 568246 231810 231810 10847728 10174463 325024 14902904 10337136 4042028 60160185 60160185 75063089 10337136 64202213 31544770 21563136 3643451 6702197 6702197 109103375 90981286 90981286 3477 7000 7000 10000000 14686979 16780397 517326963 559305580 642565210 1453171 635029 870402 818142 818142 2026905 2027066 2027066 642974573 674528250 759881298 12707 28774 12707 28774 X 642961866 674499476 642961866 674499476 642974573 674528250 642961866 31544770 674506636 7160 674499476 Publicly traded securities 337424 341599 -4175 -4175 Distributions in excess of basis 1568520 1568520 1568520 Passthrough K-1 capital gain 17111546 17111546 17111546 18675891 false 50226432 742469408 0.06765 44786479 643438736 0.06961 42730059 606713928 0.07043 38338274 526133594 0.07287 57843771 438568794 0.13189 0.412442 0.082488 735175813 60643182 215631 60858813 64316798 X 215631 215631 215631 204954 187000 391954 X 176323 176323 false false false false false true true false true true MA NY true false false false false true www.klarmanfoundation.org Beth Klarman 6172367909 PO Box 171627 Boston MA 02117 false false false true true false false false false false false true false false false false false false true false false true false false false false false Seth A Klarman PO Box 171627 Boston MA 02117 Trustee 5.00 0 Beth S Klarman PO Box 171627 Boston MA 02117 Pres/Trustee 30.00 0 Kim McCabe PO Box 171627 Boston MA 02117 Exec. Dir. 40.00 359333 44565 Karen Gill PO Box 171627 Boston MA 02117 Dir Ops & Admin 32.00 208000 48483 Laura Sherman PO Box 171627 Boston MA 02117 Dir MA Grants 40.00 203000 50105 Jonathan Horowitz PO Box 171627 Boston MA 02117 Sr Prog Ofcr 40.00 173000 28472 Lara Bethke PO Box 171627 Boston MA 02117 Dir Med/Sci 24.00 141200 17864 Erin Peterson PO Box 171627 Boston MA 02117 Sr Grants Mgr 40.00 117000 29683 Ropes & Gray 800 Boylston Street Boston MA 021993600 Legal 295166 CFAR 1700 Market Street Suite 2140 Philadelphia PA 19103 Organizational Strgy 59337 RSM US LLP 80 City Square Boston MA 02129 Accounting 81797 2437845 82863533 661070006 746371384 0 746371384 11195571 735175813 36758791 36758791 215631 3592 219223 36539568 708 36540276 36540276 64202213 114585 64316798 215631 64101167 36540276 36577104 12411363 12672685 12825930 13184280 87671362 64316798 0 36540276 27776522 115447884 0 36577104 78870780 12411363 12672685 12825930 13184280 27776522 Seth A Klarman Beth S Klarman Laura Sherman PO Box 171627 Boston MA 02117 6172367909 instrumentfund@klarmanfoundation.org The majority of the Klarman Family Foundations grant making is done on an invitation-only basis. The two exceptions are the Foundations Instrument Fund and its Grant program in Eating Disorders Research. More detailed information about applying to these programs can be found on the foundations website: www.klarmanfoundation.org. See www.klarmanfoundation.org See www.klarmanfoundation.org Lara Bethke PO Box 171627 Boston MA 02117 6172367909 medicalresearch@klarmanfoundation.org The majority of the Klarman Family Foundations grant making is done on an invitation-only basis. The two exceptions are the Foundations Instrument Fund and its Grant program in Eating Disorders Research. More detailed information about applying to these programs can be found on the foundations website: www.klarmanfoundation.org. See www.klarmanfoundation.org See www.klarmanfoundation.org See attachment to Pt XV Ln 3a State and zip for e-filing purposes MA 02117 N/A See attachment to Part XV, Ln 3a 60160185 60160185 See attachment to Pt XV Ln 3b State and zip for e-filing purposes MA 02117 N/A See attachment to Part XV, Ln 3b 38051875 38051875 Interest income from PRI 19975 14 1227324 525990 -787164 18 18675891 Passthrough K-1 income 525990 136468 14 12239216 Returned grant 1 708 Section 965 inclusion 525990 58 1 59834 Tax refund 1 35549 -650638 32238522 19975 31607859 1a Home Funders was created to address the unprecedented crisis in affordable housing for very low income families in Massachusetts, based on the belief that without adequate housing, all other social investments are at risk. The fund provides low-cost financing to low-income housing projects. Loans are used to help finance new construction, foreclosed properties that are redeveloped to include units for extremely low income families as well as for the preservation of "expiring use" rental units. false false false false false false false false false false X X 1 Seth A Klarman PO Box 171627 Boston MA 02117 75000000 X Bookkeeping and fiscal mgmt 64350 0 0 64350 Investment accounting 17448 17448 0 0 Payroll services 5017 0 0 5017 Tax compliance 24940 7470 0 12470 Equipment 2014-01-01 166844 69970 SL 3.0000 34270 Furniture 2014-01-01 456234 269775 SL 5.0000 54743 Leasehold improvements 2010-01-01 777294 128440 SL 10.0000 77832 222,448 shares Boston Omaha Corporation 4686979 5205283 Foghorn Therapeutics Inc 5000000 5000000 Gwynnie Bee Inc Series A-4 118985 349856 Gwynnie Bee Inc Series A-5 195415 493472 Gwynnie Bee Inc Series A-8 4685600 5731786 See attachment AT COST 559305580 642565210 Furniture and Fixtures 456233 324517 131716 131716 Machinery and Equipment 219644 104240 115404 115404 Improvements 777294 206272 571022 571022 Administrative matters & other 46756 0 0 46756 Grants management 87254 0 0 87254 Investments 105449 105449 0 0 Program-related investment matters 13286 0 0 13286 Tax matters 69475 0 0 69475 Trademark matters 186 0 0 186 PRI - Home Funders LLC 29362 29523 29523 PRI - Home Funders Loan 1997543 1997543 1997543 Prior year accounts payable adjustment 7160 Dues, memberships & subscriptions 183812 183812 Insurance 16668 16668 Office supplies 63131 63131 Passthrough K-1 expenses 10522704 10174463 Repairs and maintenance 13882 13882 State filing fees 1000 1000 Technology expense 46531 46531 Interest income from PRI 19975 19975 Passthrough K-1 income 12375684 11917282 Returned grant 708 Section 965 inclusion 59892 59800 Tax refund 35549 Grant management system consulting 30018 0 0 30018 Grant program support 34000 0 0 34000 Human resources and benefit consulting 25386 0 0 25386 Information technology services 32963 0 0 32963 Organizational strategy consulting 59337 0 0 59337 Program consulting and evaluation 11113 0 0 11113 Program planning and facilitation 24790 0 0 24790 Scientific advisors 20503 0 0 20503 Translation services 1600 0 0 1600 New York Corporation Tax 3654