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KAVLI FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KAVLI FOUNDATION (EIN 77-0560142)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-03
IRS object ID
202503079349101115
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-03T10:19:52-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 SOUTH ORANGE AVENUE SUITE 900AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770560142EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KAVLI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAVLBusinessNameControlTxt
Phone4243538800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15715 MESMER AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAULINE POOMPANPersonNm
Person TitleDIRECTOR OF FINANCEPersonTitleTxt
Phone4243538800PhoneNum
Signature2015-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTINA HENTONPreparerPersonNm
PTINP00630282PTIN
Phone4078021200PhoneNum
Preparation2025-10-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$604,090,789FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,612,369DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,059,139DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1,217,585GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$856,409GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$1,217,585NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$22,611,974NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,989,394GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,679,438CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,335,934OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$31,441,928TotalRevAndExpnssAmt
Total Net Invst Incm$42,930,920TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,626,991CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$75,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,039,667CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$4,232,776OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$46,876OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,690,611OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,121,099PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,091,123PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$195,102LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$101,895LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$79,664LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$153,110AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$89,596AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,811,173OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,697,246OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,144,920OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$2,158,452InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$2,157,961InterestDsbrsChrtblAmt
Taxes Rev And Expnss$5,435TaxesRevAndExpnssAmt
Taxes Net Invst Incm$145,114TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$939,476DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$8,164DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$475,950OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$533,306OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$838,954TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,003,051TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,167,556OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,180,577OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,012,499OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,726,074TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,254,872TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,842,398TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,199,070ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,416,683ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,925,144TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,254,872TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,259,081TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,483,216ExcessRevenueOverExpensesAmt
Net Investment Income$35,676,048NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$349,818CashBOYAmt
Cash EOY$251,922CashEOYAmt
Cash EOYFMV$251,922CashEOYFMVAmt
Sav And Temp Cash Invst BOY$82,993,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$95,347,732SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$95,347,732SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$4,378,921AcctRcvblAmt
Acct Rcvbl BOY$6,513,512AcctRcvblBOYAmt
Acct Rcvbl EOY$4,378,921AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$4,378,921AcctRcvblEOYFMVAmt
Pledges Rcvbl$1,934,601PledgesRcvblAmt
Pledges Rcvbl BOY$1,888,139PledgesRcvblBOYAmt
Pledges Rcvbl EOY$1,934,601PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$1,934,601PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$148,925PrepaidExpensesBOYAmt
Prepaid Expenses EOY$224,403PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$224,403PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$218,123,143CorporateStockBOYAmt
Corporate Stock EOY$189,339,050CorporateStockEOYAmt
Corporate Stock EOYFMV$189,339,050CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$9,732,461InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$4,505,251InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$6,012,317LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$5,227,210LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$5,227,210LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$242,433,610OtherInvestmentsBOYAmt
Other Investments EOY$270,377,271OtherInvestmentsEOYAmt
Other Investments EOYFMV$270,377,271OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$37,493,845LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$992,021LandBldgEquipAccumDeprecAmt
Land BOY$36,549,667LandBOYAmt
Land EOY$36,501,824LandEOYAmt
Land EOYFMV$36,501,824LandEOYFMVAmt
Other Assets BOY$590,390OtherAssetsBOYAmt
Other Assets EOY$507,855OtherAssetsEOYAmt
Other Assets EOYFMV$507,855OtherAssetsEOYFMVAmt
Total Assets BOY$595,602,528TotalAssetsBOYAmt
Total Assets EOY$604,090,789TotalAssetsEOYAmt
Total Assets EOYFMV$604,090,789TotalAssetsEOYFMVAmt
Accounts Payable BOY$715,419AccountsPayableBOYAmt
Accounts Payable EOY$1,388,144AccountsPayableEOYAmt
Grants Payable BOY$24,604,020GrantsPayableBOYAmt
Grants Payable EOY$31,705,786GrantsPayableEOYAmt
Mortgages And Notes Payable BOY$60,000,000MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$60,000,000MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$3,673,795OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,860,986OtherLiabilitiesEOYAmt
Total Liabilities BOY$88,993,234TotalLiabilitiesBOYAmt
Total Liabilities EOY$96,954,916TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$506,609,294NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$507,135,873NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$506,609,294TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$507,135,873TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$595,602,528TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$604,090,789TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$506,609,294TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,483,216ExcessRevenueOverExpensesAmt
Other Increases$11,012,699OtherIncreasesAmt
Subtotal$507,138,777SubtotalAmt
Other Decreases$2,904OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$507,135,873TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2024-01-012024-12-31$99,018,917$77,377,420$21,641,497$21,641,497
GAIN ON LLC INVESTMENTS2024-01-012024-12-31$12,777$12,777$12,777P
PARTNERSHIP K-1'S GAINS/LOSSES2024-01-012024-12-31$9,025,164$9,025,164P
FieldValueIRS element (for citing)
Capital Gain Net Income$30,679,438CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$495,897InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$495,897SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$495,897TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$500,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,103OverpaymentAmt
Applied To ES Tax$4,103AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressKAVLIFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksPAULINE POOMPANIndividualWithBooksNm
Phone4243538800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15715 MESMER AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryNOForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROCKELL N HANKIN
5715 MESMER AVENUELOS ANGELESCA90230CHAIRMAN3.00$140,855$0$0
DOUGLAS K FREEMAN
5715 MESMER AVENUELOS ANGELESCA90230SECRETARY3.00$47,395$0$0
HENRY YANG
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$0$0$0
RICHARD MESERVE
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$42,274$0$0
MARY SUE COLEMAN
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$35,000$0$0
GUNNAR NILSEN
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$106,500$0$0
SHIRLEY MALCOLM
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$35,000$0$0
EMILY ANN CARTER
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$40,700$0$0
CYNTHIA FRIEND
5715 MESMER AVENUELOS ANGELESCA90230PRESIDENT40.00$792,250$31,761$0
ALICE GALSTIAN
5715 MESMER AVENUELOS ANGELESCA90230CFO/VP OF FINANCE40.00$338,224$17,032$0
MARK CHANCELLOR
5715 MESMER AVENUELOS ANGELESCA90230CHIEF OPERATING OFFICER40.00$218,336$1,223$0
PAULINE POOMPAN
5715 MESMER AVENUELOS ANGELESCA90230CONTROLLER40.00$207,920$41,698$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
AMY BERNARD
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR, LIFE SCIEN40.00$315,256$54,400$0
ANN DENO
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR, HUMAN RESO40.00$291,876$47,268$0
BROOKE SMITH
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR, SCIENCE &40.00$289,313$45,084$0
STEPHANIE ALBIN
5715 MESMER AVENUELOS ANGELESCA90230SCIENCE PROGRAM OFFI40.00$211,096$47,236$0
STACEY BAILEY
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR, COMMUNICAT40.00$228,231$25,510$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k27OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SERRA STREET PARTNERS LLC
1825 BAY LAURELMENLO PARKCA94025CONSULTING SERVICES$548,569
SPRINGER NATURE GROUP
1 NEW YORK PLZ SUITE 4600NEW YORKNY10004MEDIA AND DIGITAL ADVERTISING$309,198
GOETZMAN GROUP
21333 OXNARD STREETWOODLAND HILLSCA91367TEMPORARY SERVICES$240,479
GALLANT KNIGHT SECURITY
400 CORPORATE POINTE SUITE 300CULVER CITYCA90230SECURITY SERVICES$210,100
ISAACSON MILLER INC
263 SUMMER STREETBOSTONMA02210EXECUTIVE SEARCH$159,202
FieldValueIRS element (for citing)
Contractor Paid Over50k21ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE GENERAL PURPOSE OF THE KAVLI FOUNDATION IS TO DEVOTE AND APPLY THE PROPERTY OF THE FOUNDATION AND THE INCOME TO BE DERIVED THEREFROM EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES, EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS DULY AUTHORIZED TO CARRY ON CHARITABLE, SCIENTIFIC OR EDUCATIONAL ACTIVITIES. THE FOUNDATION IS DEDICATED TO THE ADVANCEMENT OF SCIENCE FOR THE BENEFIT OF HUMANITY. THE FOUNDATION SUPPORTS SCIENTIFIC RESEARCH, HONORS SCIENTIFIC ACHIEVEMENT, AND PROMOTES PUBLIC UNDERSTANDING OF SCIENTISTS AND THEIR WORK.Description1Txt
Expenses1$31,259,081Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$547,781,565AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,806,759AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,548,548FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$573,136,872TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$573,136,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,597,053CashDeemedCharitableAmt
Net Vl Noncharitable Assets$564,539,819NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,226,991MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,226,991MinimumInvestmentReturnAmt
Tax Based On Investment Income$495,897TaxBasedOnInvestmentIncomeAmt
Income Tax$85,581IncomeTaxAmt
Total Tax$581,478TotalTaxAmt
Distributable Before Adj$27,645,513DistributableBeforeAdjAmt
Recoveries Qualfied Distri$4,379RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,649,892DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,649,892DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,259,081ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$106,524CharitableAssetsAcquisPaidAmt
Qualifying Distributions$31,365,605QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,649,892DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,783,194ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,254,801ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,084,994ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,342,033ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,995,825ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$60,460,847TotalExcessDistributionCyovAmt
Qualifying Distributions$31,365,605QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,649,892AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,715,713RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$64,176,560TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,783,194ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$54,393,366ExcessDistriCyovToNextYrAmt
Excess From Year4$6,254,801ExcessFromYear4Amt
Excess From Year3$7,084,994ExcessFromYear3Amt
Excess From Year2$34,342,033ExcessFromYear2Amt
Excess From Year1$2,995,825ExcessFromYear1Amt
Excess From Current Year$3,715,713ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN ASSOCIATES OF THE STS FORUM
405 LEXINGTON AVE 9TH FLOORNEW YORKNY10174PCMEMBERSHIP AGREEMENT - 2024$25,000
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005PCSCILINE MARCH 2024$3,000
AMERICAN ASTRONOMICAL SOCIETY
EXECUTIVE OFFICE 1667 K STREET NWWASHINGTONDC20006PCFRED KAVLI PLENARY LECTURE 2024-2028$12,000SUITE 800
AMERICAN BRAIN COALITION
PO BOX 1549MAPLE GROVEMN55311PCBIA BRAIN BRIEFING 2024$3,000
AMERICAN CHEMICAL SOCIETY
1155 16TH ST NWWASHINGTONDC20036PCKAVLI FOUNDATION EMERGING LEADER IN CHEMISTRY LECTURE$12,500
AMERICAN PHYSICAL SOCIETY
1 PHYSICS ELLIPSECOLLEGE PARKMD20740PCKAVLI SPECIAL SYMPOSIA AND PLENARY SESSIONS 2024-2028$40,000
AMERICAN PHYSICAL SOCIETY
1 PHYSICS ELLIPSECOLLEGE PARKMD20740PCKAVLI SPECIAL SYMPOSIA AND PLENARY SESSIONS 2024-2028$40,000
ARMAND PAUL ALIVISATOS
118 E ERIE STREETCHICAGOIL60611I2024 KPL PAUL ALIVISATOS, NANOSCIENCE$125,000
BRAINMIND
107 STONELEIGH ROADWATERTOWNMA02472PCBRAINMIND NYC 2024$15,000
BRANDEIS UNIVERSITY
415 SOUTH STREETWALTHAMMA02454PCNICE SENGUPTA 2024$550,000
CARNEGIE INSTITUTION FOR SCIENCE
5251 BROAD BRANCH ROAD NWWASHINGTONDC20015PCCARNEGIE KAVLI PRIZE EVENTS 2024$17,262
CARNEGIE INSTITUTION FOR SCIENCE
5251 BROAD BRANCH ROAD NWWASHINGTONDC20015PCCARNEGIE KAVLI PRIZE EVENTS 2024$17,262
CHAD A MIRKIN
2737 BLACKHAWKWILMETTEIL60091I2024 KPL CHAD MIRKIN, NANOSCIENCE$125,000
COMMUNITY INITIATIVES
445 SOUTH FIGUEROA ST SUITE 2230LOS ANGELESCA90071PCCOMSCICON$50,000
COSYNE
1 BUNGTOWN ROADCOLD SPRING HARBORNY11724PCCOSYNE 2025 SPONSORSHIP$15,000
CURATORS OF THE UNIVERSITY OF MISSOURI SPECIAL TRUST
118 UNIVERSITY HALLCOLUMBIAMO65211PCARIS SPONSORSHIP 2025$10,000
DAVID CHARBONNEAU
192 MASON TERRACEBROOKLINEMA02446I2024 KPL DAVID CHARBONNEAU, ASTROPHYSICS$250,000
DORIS YING TSAO
65 ARDEN ROADBERKELEYCA94704I2024 KPL DORIS TSAO, NEUROSCIENCE$166,667
ECOLE POLYTECHNIQUE FEDERALE DE LAUSANNE
PCNEURO OPEN SOURCE SOFTWARE (NOSS): DEEPLABCUT 2024$195,500ECOLE POLYTECHNIQUE FEDERALE DELAUSANNE COMPTABILIT STATION 7LAUSANNELAUSANNESZ105
FALLING WALLS
PCETHICS AND PUBLIC ENGAGEMENT ABOUT BREAKTHROUGH SCIENCE$100,000KOCHSTRAE 6/7BEGM10969
GORDON RESEARCH CONFERENCES
5586 POST RD UNIT 2EAST GREENWICHRI02818PCGORDON RESEARCH CONFERENCE: NEUROETHOLOGY 2025$10,000
INSTITUT DU CERVEAU ET DE LA MOELLE EPINIERE
PCKAVLI EXPLORATION AWARD - FKNE DE JUAN-SANZ 2023$213,94447 BOULEVARD DE LHOPITALPARISPARISFR75013
INTERNATIONAL ASTRONOMICAL UNION
PCKAVLI-IAU SYMPOSIA ON INTERDISCIPLINARY SCIENCE$40,000IAUUAI SECRETARIAT 98-BIS BLVDARAGOPARISPARISFRF75014
INTERNATIONAL ASTRONOMICAL UNION
PCIAU GENERAL ASSEMBLY 2024$12,000IAUUAI SECRETARIAT 98-BIS BLVDARAGOPARISPARISFRF75014
JOHNS HOPKINS UNIVERSITY
3400 NORTH CHARLES STREET 242BALTIMOREMD21218PCJUSTICE IN BASIC RESEARCH AGENDAS (JUBRA): AN EQUITY-CENTERED PROTOCOL FOR ASSESSING BASIC RESEARCH (NCE SCISOC)$149,953GARLAND HALL
KATHOLIEKE UNIVERSITEIT LEUVEN (KU LEUVEN)
PCKAVLI SCHOLARS -- MYKYTA KLIAPETS$94,820OUDE MARKT 13LEUVENLEUVENBE3000
KAVLI INSTITUTE FOR ASTRONOMY AND ASTROPHYSICS AT PEKING UNIVERSITY
PCKAVLI INSTITUTE FOR ASTRONOMY AND ASTROPHYSICS AT PEKING UNIVERSITY 2019-2023$479,000PEKING UNIVERSITY 5 YIHEYUAN ROADHAIDIAN DISTRICTHAIDIAN DISTRICTCH100871
KAVLI INSTITUTE FOR ASTROPHYSICS AND SPACE RESEARCH AT MIT
77 MASSACHUSETTS AVENUE 37-241CAMBRIDGEMA02139PCKAVLI INSTITUTE FOR ASTROPHYSICS AND SPACE RESEARCH PHASE III$500,000
KAVLI INSTITUTE FOR ASTROPHYSICS AND SPACE RESEARCH AT MIT
77 MASSACHUSETTS AVENUE 37-241CAMBRIDGEMA02139PCINCLUSIVE AND SUSTAINABLE MODEL FOR FOSTERING PUBLIC ENGAGEMENT WITH BASIC SCIENCE$81,472
KAVLI INSTITUTE FOR BRAIN AND MIND AT UCSD
9500 GILMAN DRIVE 0940LA JOLLACA92093PCKAVLI INSTITUTE FOR BRAIN AND MIND - PHASE III$1,000,000
KAVLI INSTITUTE FOR BRAIN AND MIND AT UCSD
9500 GILMAN DRIVE 0940LA JOLLACA92093PCUCSD KAVLI INSTITUTE DIRECTOR FUND$50,000
KAVLI INSTITUTE FOR BRAIN AND MIND AT UCSD
9500 GILMAN DRIVE 0940LA JOLLACA92093PCKIBM SYMPOSIUM 2024$60,000
KAVLI INSTITUTE FOR BRAIN AND MIND AT UCSD
9500 GILMAN DRIVE 0940LA JOLLACA92093PCKAVLI DISCOVERY FELLOWS 2024$100,000
KAVLI INSTITUTE FOR BRAIN SCIENCE AT COLUMBIA UNIVERSITY
1051 RIVERSIDE DRIVENEW YORKNY10032PCKAVLI INSTITUTE FOR BRAIN SCIENCE PHASE II - AMENDED$76,065
KAVLI INSTITUTE FOR BRAIN SCIENCE AT COLUMBIA UNIVERSITY
1051 RIVERSIDE DRIVENEW YORKNY10032PCKAVLI INSTITUTE FOR BRAIN SCIENCE AT COLUMBIA : PHASE III-A$500,000
KAVLI INSTITUTE FOR COSMOLOGICAL PHYSICS AT THE UNIVERSITY OF CHICAGO
5640 S ELLIS AVE ERC 499CHICAGOIL60637PCKAVLI SCHOLARS - ENCIEH ERFANI$100,000
KAVLI INSTITUTE FOR COSMOLOGY AT THE UNIVERSITY OF CAMBRIDGE
PCKICC COVID ASSISTANCE$49,200INSTITUTE OF ASTRONOMY MADINGLEYROADCAMBRIDGECAMBRIDGEUKCB3 0HA
KAVLI INSTITUTE FOR NANOSCALE DISCOVERY AT OXFORD (KAVLI INSD)
PCKAVLI SCHOLAR AWARD 2024 - OXFORD$71,000DOROTHY HODGKIN BUILDINGOXFORDOXFORDUKOX1 3QU
KAVLI INSTITUTE FOR NANOSCIENCE AT DELFT UNIVERSITY OF TECHNOLOGY
PCKAVLI INSTITUTE OF NANOSCIENCE PHASE III$200,000LORENTZWEG 1 DELFT UNIVERSITY OFTECHNOLOGY BUILDING 22DELFTDELFTNL2628 CJ
KAVLI INSTITUTE FOR NANOSCIENCE AT DELFT UNIVERSITY OF TECHNOLOGY
PCKAVLI INSTITUTE INNOVATION AWARD KIND$853,800LORENTZWEG 1 DELFT UNIVERSITY OFTECHNOLOGY BUILDING 22DELFTDELFTNL2628 CJ
KAVLI INSTITUTE FOR PARTICLE ASTROPHYSICS AND COSMOLOGY AT STANFORD UNIVERS
450 JANE STANFORD WAYSTANFORDCA94305PCKIPAC PUBLIC ENGAGEMENT$100,000
KAVLI INSTITUTE FOR PARTICLE ASTROPHYSICS AND COSMOLOGY AT STANFORD UNIVERS
450 JANE STANFORD WAYSTANFORDCA94305PCKIPAC - SCICOMM TRAINING 2024$6,075
KAVLI INSTITUTE FOR PARTICLE ASTROPHYSICS AND COSMOLOGY AT STANFORD UNIVERS
450 JANE STANFORD WAYSTANFORDCA94305PCTHE VIA PROJECT: THE MILKY WAY AS A DARK MATTER LABORATORY$2,000,000
KAVLI INSTITUTE FOR SYSTEMS NEUROSCIENCE AT THE NORWEGIAN UNIVERSITY
PCKI FOR SYSTEMS NEUROSCENCE AT NTNU PHASE III$500,000THE FACULTY OF MEDICINE POSTBOKS8905TRONDHEIMTRONDHEIMNO7491
KAVLI INSTITUTE FOR THE PHYSICS AND MATHEMATICS OF THE UNIVERSE AT THE UNIV
PCKAVLI INSTITUTE FOR THE PHYSICS AND MATHEMATICS OF THE UNIVERSE - PHASE I$375,000KAVLI IPMU 5-1-5 KASHIWANOHAKASHIWAKASHIWAJA277-8583
KAVLI INSTITUTE FOR THE PHYSICS AND MATHEMATICS OF THE UNIVERSE AT THE UNIV
PCKAVLI INSTITUTE FOR PHYSICS AND MATHEMATICS OF THE UNIVERSE - PHASE II$250,000KAVLI IPMU 5-1-5 KASHIWANOHAKASHIWAKASHIWAJA277-8583
KAVLI INSTITUTE FOR THE PHYSICS AND MATHEMATICS OF THE UNIVERSE AT THE UNIV
PCKAVLI SCHOLARS -- KATERYNA VOVK$55,752KAVLI IPMU 5-1-5 KASHIWANOHAKASHIWAKASHIWAJA277-8583
KAVLI INSTITUTE FOR THE PHYSICS AND MATHEMATICS OF THE UNIVERSE AT THE UNIV
PCKAVLI ASTROPHYSICS POSTDOCTORAL FELLOWSHIP AT KAVLI IPMU MASAFUSA ONOUE AND BORIS KALITA$80,000KAVLI IPMU 5-1-5 KASHIWANOHAKASHIWAKASHIWAJA277-8583
KAVLI NEURAL SYSTEMS INSTITUTE (ROCKEFELLER UNIVERSITY)
THE ROCKEFELLER UNIVERSITY 1230NEW YORKNY10065PCKAVLI NSI PHASE III$833,333YORK AVENUE BOX 257
LEIDEN UNIVERSITY
PCTHE TIMING OF COMMUNICATING SCIENCE IN THE MAKING: THE ETHICS OF STRATEGICALLY HYPING BASIC SCIENCE FOR PUBLIC ENGAGEMENT$60,000RAPENBURG 70LEIDENLEIDENNL2311EZ
MARINE BIOLOGICAL LABORATORY
7 MBL STREETWOODS HOLEMA02543PCSCIALOG SM3 ROBERSON 2024$66,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139PCKANWISHER KP AWARD DONATION: MCGOVERN INSTITUTE FOR BRAIN RESEARCH$166,667
MATERIALS RESEARCH SOCIETY (MRS)
506 KEYSTONE DRIVEWARRENDALEPA15086PCFRED KAVLI EARLY CAREER LECTURESHIP 2021-2025$6,000
MATERIALS RESEARCH SOCIETY (MRS)
506 KEYSTONE DRIVEWARRENDALEPA15086PCSYMPOSIUM X - MRS/THE KAVLI FOUNDATION FRONTIERS OF MATERIALS 2024-2025$35,000
MAX PLANCK SOCIETY
PCNEURODATA DISCOVERY: YANEZ 2024$57,500HOFGARTENSTR 8MUNICHMUNICHGM80539
NATIONAL ACADEMIES OF SCIENCES ENGINEERING AND MEDICINE (NASEM)
500 5TH STREET NWWASHINGTONDC20001PCGUIPRR MEMBERSHIP, 2023-2025$20,000
NATIONAL ACADEMIES OF SCIENCES ENGINEERING AND MEDICINE (NASEM)
500 5TH STREET NWWASHINGTONDC20001PCNAS - WORKFORCE DEVELOPMENT$62,500
NATIONAL ACADEMIES OF SCIENCES ENGINEERING AND MEDICINE (NASEM)
500 5TH STREET NWWASHINGTONDC20001PCNAS - WORKFORCE DEVELOPMENT$62,500
NATIONAL ACADEMIES OF SCIENCES ENGINEERING AND MEDICINE (NASEM)
500 5TH STREET NWWASHINGTONDC20001PCSCIENCE AND ENTERTAINMENT EXCHANGE - INFORMING AND INSPIRING STEM CONTENT IN FILM AND TV$20,000
NATIONAL ACADEMIES OF SCIENCES ENGINEERING AND MEDICINE (NASEM)
500 5TH STREET NWWASHINGTONDC20001PCSCIENCE AND ENTERTAINMENT EXCHANGE - INFORMING AND INSPIRING STEM CONTENT IN FILM AND TV$1,189
NATIONAL ACADEMIES OF SCIENCES ENGINEERING AND MEDICINE (NASEM)
500 5TH STREET NWWASHINGTONDC20001PCIMPLICATIONS OF RECENT SUPREME COURT DECISIONS ON SCIENCE$100,000
NATIONAL ACADEMY OF SCIENCES
500 5TH STREET NWWASHINGTONDC20001PCKAVLI FRONTIERS OF SCIENCE SYMPOSIA$600,000
NATIONAL ACADEMY OF SCIENCES
500 5TH STREET NWWASHINGTONDC20001PCSTANDING COMMITTEE ON SCIENCE COMMUNICATION$25,000
NATIONAL AUTONOMOUS UNIVERSITY OF MEXICO
PCNEURODATA DISCOVERY - VELZQUEZ CONTRERAS 2023$57,500TORRE DE CIENCIAS AV CIUDADUNIVERSITARIAUNIVERSITARIA 11MX04360
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PCKAVLI-LAUKIEN POSTDOCTORAL FELLOWS$200,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PCINTERNATIONAL RESEARCH FEDERATION ON THE ORIGINS OF LIFE AND ASTROBIOLOGY ANNUAL MEETINGS$50,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PCINTERNATIONAL RESEARCH FEDERATION ON THE ORIGINS OF LIFE AND ASTROBIOLOGY ANNUAL MEETINGS$50,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PCKAVLI EXPLORATION AWARD - SEO 2024$57,500
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138PCKAVLI EXPLORATION AWARD - GARNER 2024$115,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2150 SHATTUCK AVENUE SUITE 300BERKELEYCA94704PCKAVLI CENTER FOR ETHICS, SCIENCE, AND THE PUBLIC$250,000UNIVERSITY OF CALIFORNIA
REGENTS OF UNIVERSITY OF CALIFORNIA LOS ANGELES (UCLA)
425 WESTWOOD PLAZALOS ANGELESCA90095PCKAVLI SCHOLARS -- IBRAHIM (ABRAHAM) AMIRI$66,102
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STTROYNY12180PCSCIALOG SM3 ZHA 2024$66,000
RESEARCHAMERICA
241 18TH STREET SOUTH SUITE 501ARLINGTONVA22202PC2024 ADVOCACY AWARDS$10,000
ROBERT S LANGER
98 MONTVALE ROADNEWTONMA02459I2024 KPL ROBERT LANGER, NANOSCIENCE$250,000
ROCKEFELLER PHILANTHROPY ADVISORS (RPA)
120 BROADWAY SUITE 3475NEW YORKNY10271PCSUPPORT OF SCIENCE PHILANTHROPY$110,000
ROMSDAL MUSEUM
PCOPERATIONS AND CAPITAL ENDOWMENT GRANT FOR FRED KAVLI KNOWLEDGE CENTER (KAVLI MOEN GARD) - 2024-2028$50,000PER AMDAMS VEG 4MOLDEMOLDENO6413
ROMSDAL MUSEUM
PCOPERATIONS AND CAPITAL ENDOWMENT GRANT FOR FRED KAVLI KNOWLEDGE CENTER (KAVLI MOEN GARD) - 2024-2028$100,000PER AMDAMS VEG 4MOLDEMOLDENO6413
ROMSDAL MUSEUM
PCGIFT FOR BIENNIAL EVENTS AT FRED KAVLI KNOWLEDGE CENTER (NORWAY)$40,000PER AMDAMS VEG 4MOLDEMOLDENO6413
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES RDLA JOLLACA92037PCSALK KAVLI INSTITUTE DIRECTOR FUND$50,000
SARA SEAGER
28 DEVENS STREETCONCORDMA01742I2024 KPL SARA SEAGER, ASTROPHYSICS$250,000
SOCIETY FOR NEUROECONOMICS INC
PCFRED KAVLI LECTURE AND WORKSHOPS 2020-2024$5,0002661 QUEENSWOOD DRIVEVICTORIAVICTORIACAV8N 1X6
SOCIETY FOR NEUROSCIENCE
1121 14TH STREET NW SUITE 1010WASHINGTONDC20005PC2025 WEBINAR SERIES IN NEUROBIOLOGY AND CHANGING ECOSYSTEMS$25,000
STELLENBOSCH UNIVERSITY
PCSPECIAL ISSUE OF THE JOURNAL OF SCIENCE COMMUNICATION: FOCUS ON DISCOVERY SCIENCE$50,000PRIVATE BAG X1MATIELANDMATIELANDSF7602
STONY BROOK FOUNDATION INC
230 ADMINISTRATION STONY BROOKSTONY BROOKNY11794PCSCIENCE COMMUNICATION TEXTBOOK FOR SCIENTISTS$10,000UNIVERSITY
TATA INSTITUTE OF FUNDAMENTAL RESEARCH
PCNEURO OPEN SOURCE SOFTWARE (NOSS): MOOSE 2024$134,852NATIONAL CENTRE FOR BIOLOGICALSCIENCES BELLARY ROADBANGALOREBANGALOREIN560065
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
STANFORD UNIVERSITY 450 SERRA MALLSTANFORDCA94305PCQG3D-STANFORD 2024$143,750
THE CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY OF CAMBRIDGE
PCKAVLI CENTRE FOR ETHICS, SCIENCE, AND THE PUBLIC$250,0001 QUAYSIDE BRIDGE STREETCAMBRIDGECAMBRIDGEUKCB5 8AB
THE UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1100LOS ANGELESCA90024PCKAVLI EXPLORATION AWARD - HOLBROOK 2024$50,000
THINKING ABOUT THINKING INC
28 SPRING STREET UNIT 156PRINCETONNJ08542PCNEUROSCIENCE AND AI CONVENTION 2024$15,000
TRUST FOR CONSERVATION INNOVATION (MULTIPLIER)
548 MARKET STREET PMB 81178SAN FRANCISCOCA94104PCCIVIC SCIENCE FUNDER COLLABORATIVE$100,000
TRUSTEES OF BOSTON UNIVERSITY
BOSTON UNIVERSITY ONE SILBER WAYBOSTONMA02215PCSCIALOG MBC ECONOMO 2023$55,000
TUFTS UNIVERSITY
75 KNEELAND ST SUITE 950BOSTONMA02111PCKAVLI EXPLORATION AWARD - MOHANTY 2024$50,000
UNIVERSITA DEGLI STUDI DI TRENTO
PCKAVLI EXPLORATION AWARD - ZACCARIA 2024$50,000VIA CALEPINA 14TRENTOTRENTOIT38122
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 401BERKELEYCA94704PCSTS YOUNG LEADERS FORUM SUPPORT$4,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 401BERKELEYCA94704PCKAVLI BERKELEY DISCOVERY FELLOWS 2024$220,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 401BERKELEYCA94704PCBUILDING AN ENGAGED SCIENTISTS NETWORK$65,550
UNIVERSITY OF CHINESE ACADEMY OF SCIENCES EDUCATION
PCKAVLI INSTITUTE FOR THEORETICAL SCIENCES AT UNIVERSITY OF CHINESE ACADEMY OF SCIENCES$200,000NO19A YUQUAN ROADSHIJINGSHAN DISTRICTSHIJINGSHAN DISTRCH100049
UNIVERSITY OF COPENHAGEN
PCKAVLI EXPLORATION AWARD - KERMEN 2023$347,440NRREGADE 10 1172KOBENHAVNDA
UNIVERSITY OF MASSACHUSETTS - AMHERST
100 VENTURE WAY SUITE 201HADLEYMA01035PCCEPHALOPOD NEUROSCIENCE CONFERENCE$12,000
UNIVERSITY OF MINNESOTA FOUNDATION
450 MCNAMARA ALUMNI CENTER 200 SEMINNEAPOLISMN55455PCKAVLI EXPLORATION AWARD - HANDY 2024$170,000OAK STREET
UNIVERSITY OF NOTTINGHAM
PCABDS ACADEMY 2024 EKE$50,000B50 KINGS MEADOW CAMPUS LENTON LANENOTTINGHAMNOTTINGHAMUKNG7 2NR
UNIVERSITY OF WASHINGTON FOUNDATION
407 GERBERDING HALL BOX 351210SEATTLEWA98195PCNICE RIFFELL 2024$450,000
WASHINGTON UNIVERSITY
1 BROOKINGS DRIVEST LOUISMO63130PCSCIALOG MBC CHEN 2023$55,000
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STREET BAKER HALL MS-40HOUSTONTX77005PCKAVLI EXPLORATION AWARD - CARBON NANOTUBES 2023$632,500SUITE 120
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STREET BAKER HALL MS-40HOUSTONTX77005PCSCIENCE AND THE AMERICAN PRESIDENCY$10,000SUITE 120
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STREET BAKER HALL MS-40HOUSTONTX77005PCQG3D-RICE 2024$426,863SUITE 120
WINRICH FREIWALD
1161 YORK AVENUE APARTMENT 12KNEW YORKNY10065I2024 KPL WINRICH FREIWALD, NEUROSCIENCE$166,667
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,416,685TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ASSOCIATES OF THE STS FORUM
405 LEXINGTON AVE 9TH FLOORNEW YORKNY10174PC2936 MEMBERSHIP AGREEMENT - 2024$25,000
ARMAND PAUL ALIVISATOS
118 E ERIE STREETCHICAGOIL60611I3004 2024 KPL PAUL ALIVISATOS, NANOSCIENCE$125,000
CHAD A MIRKIN
2737 BLACKHAWKWILMETTEIL60091I3005 2024 KPL CHAD MIRKIN, NANOSCIENCE$125,000
DAVID CHARBONNEAU
192 MASON TERRACEBROOKLINEMA02446I3007 2024 KPL DAVID CHARBONNEAU, ASTROPHYSICS$250,000
DORIS YING TSAO
65 ARDEN ROADBERKELEYCA94704I3003 2024 KPL DORIS TSAO, NEUROSCIENCE$166,667
ECOLE POLYTECHNIQUE FEDERALE DE LAUSANNE
PC2948 NEURO OPEN SOURCE SOFTWARE (NOSS): DEEPLABCUT 2024$195,500ECOLE POLYTECHNIQUE FEDERALE DELAUSANNE COMPTABILIT STATION 7LAUSANNELAUSANNESZ105
FALLING WALLS
PC2990 ETHICS AND PUBLIC ENGAGEMENT ABOUT BREAKTHROUGH SCIENCE$100,000KOCHSTRAE 6/7BEGM10969
KAVLI INSTITUTE FOR ASTRONOMY AND ASTROPHYSICS AT PEKING UNIVERSITY
PC2897 KAVLI INSTITUTE FOR ASTRONOMY AND ASTROPHYSICS AT PEKING UNIVERSITY 2024-2028$2,395,000PEKING UNIVERSITY 5 YIHEYUAN ROADHAIDIAN DISTRICTHAIDIAN DISTRICTCH100871
KAVLI INSTITUTE FOR BRAIN AND MIND AT UCSD
9500 GILMAN DRIVE 0940LA JOLLACA92093PC3047 KAVLI DISCOVERY FELLOWS 2024$100,000
KAVLI INSTITUTE FOR PARTICLE ASTROPHYSICS AND COSMOLOGY AT STANFORD UNIVERS
450 JANE STANFORD WAYSTANFORDCA94305PC2988 THE VIA PROJECT: THE MILKY WAY AS A DARK MATTER LABORATORY$3,000,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139PC3024 MCGOVERN INSTITUTE FOR BRAIN RESEARCH$166,667
MATERIALS RESEARCH SOCIETY (MRS)
506 KEYSTONE DRIVEWARRENDALEPA15086PC2974 SYMPOSIUM X - MRS/THE KAVLI FOUNDATION FRONTIERS OF MATERIALS 2024-2025$70,000
NATIONAL ACADEMIES OF SCIENCES ENGINEERING AND MEDICINE (NASEM)
500 5TH STREET NWWASHINGTONDC20001PC2937 NAS - WORKFORCE DEVELOPMENT$125,000
PEKING UNIVERSITY EDUCATION FOUNDATION
1650 S AMPHLETT BLVD SUITE 118SAN MATEOCA94402PC2780 KAVLI ASTROPHYSICS POSTDOCTORAL FELLOWSHIP AT KIAA BORIS KALITA$80,000
ROBERT S LANGER
98 MONTVALE ROADNEWTONMA02459I3006 2024 KPL ROBERT LANGER, NANOSCIENCE$250,000
ROMSDAL MUSEUM
PCGIFT FOR BIENNIAL EVENTS AT FRED KAVLI KNOWLEDGE CENTER (NORWAY)$100,000PER AMDAMS VEG 4MOLDEMOLDENO6413
SARA SEAGER
28 DEVENS STREETCONCORDMA01742I3008 2024 KPL SARA SEAGER, ASTROPHYSICS$250,000
TATA INSTITUTE OF FUNDAMENTAL RESEARCH
PC2950 NEURO OPEN SOURCE SOFTWARE (NOSS): MOOSE 2024$129,642NATIONAL CENTRE FOR BIOLOGICALSCIENCES BELLARY ROADBANGALOREBANGALOREIN560065
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
STANFORD UNIVERSITY 450 SERRA MALLSTANFORDCA94305PC3029 QG3D-STANFORD 2024$287,500
THE UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1100LOS ANGELESCA90024PC3021 KAVLI EXPLORATION AWARD - HOLBROOK 2024$100,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 401BERKELEYCA94704PC3032 KAVLI BERKELEY DISCOVERY FELLOWS 2024$170,000
UNIVERSITY OF NOTTINGHAM
PC2955 ABDS ACADEMY 2024 EKE$50,000B50 KINGS MEADOW CAMPUS LENTON LANENOTTINGHAMNOTTINGHAMUKNG7 2NR
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STREET BAKER HALL MS-40HOUSTONTX77005PC3028 QG3D-RICE 2024$858,141SUITE 120
WINRICH FREIWALD
1161 YORK AVENUE APARTMENT 12KNEW YORKNY10065I3002 2024 KPL WINRICH FREIWALD, NEUROSCIENCE$166,667
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$9,285,784TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,612,369ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$1,217,585ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,611,974ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$31,441,928ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,441,928TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$153,110Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$89,596DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCAPITAL GAINS ON PARTNERSHIP INVESTMENTSAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Gross Sales Price$957,700GrossSalesPriceAmt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$957,700TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD PRIME CAP CORE FUND$11,474,424$11,474,424
VANGUARD TOTAL STOCK MARKET$59,117,875$59,117,875
VANGUARD US GROWTH FUND$6,562,777$6,562,777
VANGUARD VALUE INDEX$8,453,977$8,453,977
VANGUARD INTERNATIONAL GROWTH FUND$14,189,320$14,189,320
VANGUARD INTERNATIONAL VALUE FD$11,078,128$11,078,128
VANGUARD TOTAL INTL STOCK INDEX FUND$13,358,979$13,358,979
ADR ASML HLDG NV NY REG 2012$318,121$318,121
ADOBE INC COM$466,469$466,469
ADVANCED MICRO DEVICES INC COM$346,184$346,184
AMAZON COM INC COM$1,757,972$1,757,972
APPLE INC COM STK$874,467$874,467
ARISTA NETWORKS INC COM NEW$307,384$307,384
BLACKSTONE INC COM$563,641$563,641
CADENCE DESIGN SYS INC COM$318,187$318,187
CHIPOTLE MEXICAN GRILL INC COM STK$665,230$665,230
CROWDSTRIKE HLDGS INC CL A CL A$381,851$381,851
DEXCOM INC COM$307,736$307,736
E L F BEAUTY INC COM$225,990$225,990
INSULET CORP COM STK$280,911$280,911
INTUIT COM$360,131$360,131
INTUITIVE SURGICAL INC COM NEW STK$797,033$797,033
MARVELL TECHNOLOGY INC COM$415,513$415,513
MASTERCARD INC CL A$1,219,010$1,219,010
MARCADOLIBRE INC COM STK$416,608$416,608
META PLATFORMS INC COM$881,193$881,193
MICROSOFT CORP COM$1,302,014$1,302,014
NETFLIX INC COM STK$695,230$695,230
NVIDIA CORP COM$1,643,978$1,643,978
PALANTIR TECHNOLOGIES INC CL A CL A$364,007$364,007
PALO ALTO NETWORKS INC COM$489,836$489,836
SALESFORCE INC COM$845,528$845,528
SERVICENOW INC COM$1,743,897$1,743,897
THE TRADE DESK INC COM CL A$453,196$453,196
UBER TECHNOLOGIES INC COM$349,615$349,615
VEEVA SYS INC CL A COM$440,894$440,894
VISA INC COM CL A$737,953$737,953
MFB NORTHERN INSTL FDS TREAS PORTFOLIO$1,673$1,673
ARCH CAPITAL GROUP COM STK$426,195$426,195
CUMMINS INC$705,915$705,915
DOMINOS PIZZA INC COM$757,667$757,667
EXPEDITORS INTL WASH INC COM$439,203$439,203
NVR INC COM STK$368,051$368,051
PROGRESSIVE CORP OH COM$549,905$549,905
ROSS STORES INC COM$1,544,467$1,544,467
STRATEGIC ED INC$504,001$504,001
TJX COS INC COM NEW$716,403$716,403
VISA INC COM CL A$545,169$545,169
WALT DISNEY CO$518,984$518,984
MFB NORTHERN INSTL FDS TREAS PORTFOLIO$3,097$3,097
CAE INC COM NPV$1,505,212$1,505,212
AMETEK INC NEW COM$1,738,968$1,738,968
AMPHENOL CORP NEW CL A$2,039,998$2,039,998
ANALOG DEVICES INC COM$1,966,530$1,966,530
BIO-TECHNE CORP COM$1,403,793$1,403,793
BWX TECHNOLOGIES INC COM$1,861,884$1,861,884
CLEAN HBRS INC COM$2,053,769$2,053,769
COPART INC COM$1,673,435$1,673,435
ENTEGRIS INC COM$1,515,321$1,515,321
FMC CORP COM (NEW)$1,195,809$1,195,809
HALOZYME THERAPEUTICS INC COM$1,652,840$1,652,840
HENRY SCHEIN INC COMMON STOCK$1,392,442$1,392,442
INGREDION INC COM$1,367,897$1,367,897
INTERCONTINENTAL EXCHANGE INC COM$1,548,065$1,548,065
IQVIA HLDGS INC COM$1,044,254$1,044,254
KBR INC COM$1,466,920$1,466,920
MASTERCARD INC CL A$1,818,773$1,818,773
RBC BEARINGS INC COM$1,137,330$1,137,330
SCHWAB CHARLES CORP COM NEW$1,831,007$1,831,007
SS&C TECHNOLOGIES HLDGS INC COM$2,020,219$2,020,219
THERMO FISHER SCIENTIFIC INC COM$815,857$815,857
UGI CORP NEW COM$1,573,761$1,573,761
VISA INC COM CL A$1,742,329$1,742,329
WASTE CONNECTIONS INC COM$1,684,744$1,684,744
MFB NORTHERN INSTL FDS TREAS PORTFOLIO$1,904$1,904

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (29 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WESTLAND ENTERPRISES, LLCFMV$253,862$253,862
SUNBELT ENTERPRISES, LLCFMV$4,849,905$4,849,905
IMT CAPITAL FUND VI, LPFMV$2,283,367$2,283,367
BATTERY VENTURES XIV, LPFMV$2,669,971$2,669,971
ROARK CAPITAL PARTNERS VI (TE) LPFMV$4,424,453$4,424,453
SABA CAPITALFMV$8,534,876$8,534,876
ELLIOTT INTERNATIONAL LTD. - 9TH COMMITMENTFMV$33,670,288$33,670,288
GEM SEQUOIA CHINA SPV (GAF-VC22A, LP)FMV$592,475$592,475
FRANCISCO PARTNERS VII-A LPFMV$762,750$762,750
THE CHILDREN'S INVESTMENT FUNDFMV$9,978,000$9,978,000
NAPIER PARK ETON FUND GLOBAL FEEDER LTDFMV$5,271,290$5,271,290
OHANA CREDIT III A LPFMV$3,697,229$3,697,229
MAKENA CAPITALFMV$2,084,307$2,084,307
MAKENA PPF - VENTURE CAPITALFMV$41,996,640$41,996,640
MEP-SIDE POCKET 2020FMV$11,678,159$11,678,159
MAKENA PUSREF-SP 2023FMV$19,238,593$19,238,593
MAKENA PPEF-SP 2023FMV$31,930,248$31,930,248
MAKENA PPEF-SP 2024FMV$22,247,954$22,247,954
MAKENA PRIVATE EQUITY FUNDFMV$945,847$945,847
MAKENA PRIVATE EQUITY FUND IIFMV$4,141,527$4,141,527
MAKENA PRIVATE EQUITY FUND IIIFMV$9,816,385$9,816,385
MAKENA REAL ESTATE FUND II, LPFMV$4,814,367$4,814,367
GLOBAL ENDOWMENT FUND II, LP (GEFII)FMV$14,737,631$14,737,631
GIF IV PRIVATE INVESTORS LLCFMV$99,980$99,980
VINTAGE FUND VFMV$259,878$259,878
PEEPUL CAPITAL FUND II, LLCFMV$223,200$223,200
ORCHID ASIA FUND IV, LPFMV$30,307$30,307
ORCHID ASIA FUND VI, LPFMV$8,983,224$8,983,224
ORCHID ASIA VII, LPFMV$20,160,558$20,160,558

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$195,102LegalFeesAmt
Net Investment Income$101,895NetInvestmentIncomeAmt
Disbursements Charitable Prps$79,664DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COLLECTIBLES$410,645$410,645$410,645
457B PLAN ASSETS$179,745$97,210$97,210

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCUMULATIVE TRANSLATION ADJUSTMENTDesc
Amt$2,904Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PARTNERSHIP EXPENSES$0$5,162,391$0
OFFICE EXPENSES$527,250$11,301$539,477
REAL ESTATE EXPENSES$6,885$6,885$0
PROGRAM RELATED EXPENSES$1,633,421$0$1,473,022

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOME - SCHEDULE K1SDesc
Net Investment Income$1,335,934NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN(LOSS) ON INVESTMENTSDesc
Amt$11,012,699Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
TENANT SECURITY DEPOSITS$303,146$303,146
DEFERRED TAXES$1,747,836$1,747,836
OTHER LIABILITIES$1,622,813$1,810,004

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$1,695,872$1,695,872$0
OTHER PROFESSIONAL FEES$1,115,301$1,374$1,144,920

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$5,435$0$0
REAL ESTATE TAXES$0$97,279$0
FOREIGN TAXES WITHHELD$0$47,835$0