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KLARMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KLARMAN FAMILY FOUNDATION (EIN 04-3105768)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349105483
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)
Return2025-11-14T20:31:13-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043105768EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Klarman Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKLARBusinessNameControlTxt
Phone6172367909PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 171627AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKim McCabePersonNm
Person TitlePresidentPersonTitleTxt
Phone6172367909PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKurt CoburnPreparerPersonNm
PTINP01638285PTIN
Phone7134395739PhoneNum
Preparation2025-11-14PreparationDt
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$1,000,248,860FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,017,767InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,017,767InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$169,767DividendsRevAndExpnssAmt
Dividends Net Invst Incm$169,767DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,534,469NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,402,826GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,586,822CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$26,273,254OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$26,546,528OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$74,495,257TotalRevAndExpnssAmt
Total Net Invst Incm$59,320,884TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$934,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,670CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$929,330CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,724,557OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$13,623OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,710,934OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$862,183PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$4,311PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$857,872PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$84,597LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,681LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$80,916LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$251,849AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$38,138AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$203,711AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,561,177OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,561,177OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$12,168InterestRevAndExpnssAmt
Interest Net Invst Incm$12,168InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,001,051TaxesRevAndExpnssAmt
Taxes Net Invst Incm$34,051TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$116,498DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$143,485TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$143,485TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,421,665OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,522,892OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$488,577OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,113,230TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,633,534TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,976,002TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,184,561ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,184,561ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$105,297,791TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,633,534TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,160,563TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,802,534ExcessRevenueOverExpensesAmt
Net Investment Income$44,687,350NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,870CashBOYAmt
Cash EOY$105,200CashEOYAmt
Cash EOYFMV$105,200CashEOYFMVAmt
Sav And Temp Cash Invst BOY$150,723,167SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$129,183,574SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$129,183,968SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$460,419AcctRcvblAmt
Acct Rcvbl BOY$502,625AcctRcvblBOYAmt
Acct Rcvbl EOY$460,419AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$460,419AcctRcvblEOYFMVAmt
Corporate Stock BOY$33,303,614CorporateStockBOYAmt
Corporate Stock EOY$27,803,611CorporateStockEOYAmt
Corporate Stock EOYFMV$58,382,108CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$5,651,412CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,661,496CorporateBondsEOYFMVAmt
Other Investments BOY$557,241,625OtherInvestmentsBOYAmt
Other Investments EOY$547,872,115OtherInvestmentsEOYAmt
Other Investments EOYFMV$804,289,662OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,558,410LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,410,954LandBldgEquipAccumDeprecAmt
Land BOY$233,000LandBOYAmt
Land EOY$147,456LandEOYAmt
Land EOYFMV$147,456LandEOYFMVAmt
Other Assets BOY$2,018,313OtherAssetsBOYAmt
Other Assets EOY$2,018,551OtherAssetsEOYAmt
Other Assets EOYFMV$2,018,551OtherAssetsEOYFMVAmt
Total Assets BOY$744,037,214TotalAssetsBOYAmt
Total Assets EOY$713,242,338TotalAssetsEOYAmt
Total Assets EOYFMV$1,000,248,860TotalAssetsEOYFMVAmt
Accounts Payable BOY$34,802AccountsPayableBOYAmt
Accounts Payable EOY$26,452AccountsPayableEOYAmt
Total Liabilities BOY$34,802TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,452TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$744,002,412RetainedEarningBOYAmt
Retained Earning EOY$713,215,886RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$744,002,412TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$713,215,886TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$744,037,214TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$713,242,338TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$744,002,412TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,802,534ExcessRevenueOverExpensesAmt
Other Increases$16,008OtherIncreasesAmt
Subtotal$713,215,886SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$713,215,886TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
Publicly traded securities$4,313,235$4,306,689$6,546$6,546
Distributions in excess of basis$28,801$28,801$28,801P
From Sch K-1 (Form 1065)$28,978,250$28,978,250$28,978,250P
1,600,000 Celsius Therapeutics Inc$702,294$8,000,000-$7,297,706-$7,297,706P2018-08-132024-11-08
Kensico Offshore Fund - 15$154,324$66,202$88,122$88,122P2001-01-012024-07-31
Kensico Offshore Fund - 7$75,940$31,100$44,840$44,840P2001-01-012024-11-30
Kensico Offshore Fund - 18$255,535$104,650$150,885$150,885P2001-01-012024-11-30
Kensico Offshore Fund - 19$375,945$153,963$221,982$221,982P2001-01-012024-11-30
Kensico Offshore Fund - 8$2,100,000$705,753$1,394,247$1,394,247P2001-01-012024-12-31
Swiftcurrent Offshore, Ltd$8,470,855$7,500,000$970,855$970,855P2012-06-012024-01-01
FieldValueIRS element (for citing)
Capital Gain Net Income$24,586,822CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$621,154InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$621,154SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$621,154TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,030,563EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,030,563TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3,659EsPenaltyAmt
Overpayment$405,750OverpaymentAmt
Applied To ES Tax$405,750AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateAROrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateNDOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
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 Addresswww.klarmanfoundation.orgWebsiteAddressTxt
Individual With BooksKim McCabeIndividualWithBooksNm
Phone6172367909PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 171627AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Seth A Klarman
PO Box 171627BostonMA02117Trustee5.00$0$0$0
Beth S Klarman
PO Box 171627BostonMA02117Trustee15.00$0$0$0
Kim McCabe
PO Box 171627BostonMA02117President40.00$544,000$63,634$0
Steven Moore
PO Box 171627BostonMA02117Chief Operating Officer40.00$390,000$43,651$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Jonathan Horowitz
PO Box 171627BostonMA02117Chief Program Office40.00$350,000$43,145$0
Laura Sherman
PO Box 171627BostonMA02117Director, Local Init40.00$290,000$60,399$0
Erin Samuel
PO Box 171627BostonMA02117Director, Grantmakin40.00$234,818$55,256$0
Alexandria Jose
PO Box 171627BostonMA02117Controller40.00$188,500$52,415$0
Yulya Spantchak
PO Box 171627BostonMA02117Director, Strategy &40.00$196,500$40,988$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k12OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Globalization Partners
175 Federal Street Floor 17BostonMA02110Grantmaking consulting$529,121
RSM US LLP
PO Box 290058BostonMA02129Consulting$306,608
CFAR
1700 Market Street Suite 2140PhiladelphiaPA19103Consulting$233,166
Weber Shandwick
33 Arch Street Suite 1400BostonMA02110Consulting$179,559
Science Impact LLC
10 Hawk Hill RoadLincolnMA02155Grantmaking consulting$136,434
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

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$15,789,872AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$158,638,545AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$859,123,498FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,033,551,915TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,033,551,915AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,503,279CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,018,048,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,902,432MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,902,432MinimumInvestmentReturnAmt
Tax Based On Investment Income$621,154TaxBasedOnInvestmentIncomeAmt
Income Tax$241,545IncomeTaxAmt
Total Tax$862,699TotalTaxAmt
Distributable Before Adj$50,039,733DistributableBeforeAdjAmt
Recoveries Qualfied Distri$16,008RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,055,741DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,055,741DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,160,563ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$30,954CharitableAssetsAcquisPaidAmt
Qualifying Distributions$89,191,517QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,055,741DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$30,565,510ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,694,224ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,810,344ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43,267,921ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,167,776ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$185,505,775TotalExcessDistributionCyovAmt
Qualifying Distributions$89,191,517QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,055,741AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,135,776RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$224,641,551TotalCorpusAmt
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$30,565,510ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$194,076,041ExcessDistriCyovToNextYrAmt
Excess From Year4$35,694,224ExcessFromYear4Amt
Excess From Year3$26,810,344ExcessFromYear3Amt
Excess From Year2$43,267,921ExcessFromYear2Amt
Excess From Year1$49,167,776ExcessFromYear1Amt
Excess From Current Year$39,135,776ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSeth A KlarmanContributingManagerNm
Contributing ManagerBeth S KlarmanContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonErin Samuel - The Klarman Family FoRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 171627AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02117ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6172367909RecipientPhoneNum
Recipient Email Addressinfo@klarmanfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsThe majority of the Klarman Family Foundation's grantmaking is done on an invitation-only basis. The two exceptions are the Foundation's Crescendo Fund and the Community Capital Fund. More detailed information about applying to these programs can be found on the foundation's website: www.klarmanfoundation.org.FormAndInfoAndMaterialsTxt
Submission DeadlinesSee www.klarmanfoundation.orgSubmissionDeadlinesTxt
Restrictions On AwardsSee www.klarmanfoundation.orgRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (260 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdAddress Line2RecipientForeignAddress/AddressLine2TxtAddress Line2RecipientUSAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
8400 - The Health Network Ltd (CC)
4 Ha-ShaizafRaananaIS4366411N/APCSupport for the MAVRI network$250,000
A Wider Bridge
N/APCUnrestricted operating support$125,0001441 Bdwy Ste 6149New YorkNY10018
Action for Boston Community Development Inc
N/APCSupport for the Fuel Assistance program$35,000178 Tremont StBostonMA02111
Action for Boston Community Development Inc
N/APCSupport for the SummerWorks program$35,000178 Tremont StBostonMA02111
Adolescent Consultation Services Inc
N/APCUnrestricted operating support$40,000189 Cambridge StCambridgeMA02141
AJEEC-NISPED
5 Yehuda HaNahtomBeershevaIS8421360N/APCUnrestricted operating support$125,000
AlBayader for Social Economic Development Ltd
Nazareth Industrial Park MtNazarethIS16000N/APCUnrestricted operating support$600,000Precipice Rd 2015
Alzheimer's Disease and Related Disorders Association Inc
N/APCEmployee matching gift$100225 N Michigan Ave Fl 17ChicagoIL60601
American Jewish Joint Distribution Committee Inc
N/APCSupport for disaster relief in Ukraine$50,000220 E 42nd StNew YorkNY10017
American Jewish World Service Inc
N/APCSupport for international grantmaking$400,00045 W 36th StNew YorkNY10018
Amutat Hamovilim Lemada and Technology (RA)
PO Box 114Baqa AlGharbiyyeIS30100N/APCUnrestricted operating support$200,000
Animal Protective Association of Missouri
N/APCEmployee matching gift$1031705 S Hanley RdSaint LouisMO63144
Animal Rescue League of Boston
N/APCEmployee matching gift$50c/o Development Office 10 ChandlerBostonMA02116St
Avodah the Jewish Service Corps Inc
N/APCEmployee matching gift$360195 Montague St Fl 14BrooklynNY11201
BAGLY Inc
N/APCUnrestricted operating support$25,000PO Box 960814BostonMA02196
Baitulmaal Inc
N/APCEmployee matching gift$2002300 Valley View Ln Ste 370IrvingTX75062
Benjamin Franklin Cummings Institute of Technology
N/APCCapital project support$250,00041 Berkeley StBostonMA02116
Berklee College of Music Inc
N/APCSupport for META fellowship program$430,0001140 Boylston St MS-1140 IABostonMA02215
Berklee College of Music Inc
N/APCSupport for music education programming$100,0001140 Boylston St MS-1140 IABostonMA02215
Black Economic Council of Massachusetts Inc
N/APCCapital project support$250,0002300 Washington StBostonMA02119
Boston After School & Beyond Inc
N/APCUnrestricted operating support$125,00089 South StBostonMA02111
Boston Arts Academy Foundation Inc
N/APCUnrestricted operating support$150,0009 Lansdowne St Ste 2BostonMA02215
Boston Charitable Trust Fund
N/APCSupport for We Are Boston$20,0001 City Hall Sq Rm M-5BostonMA02201
Boston Children's Chorus Inc
N/APCUnrestricted operating support$100,00033 Arch Street 17th FloorBostonMA02110
Boston City Singers Inc
N/APCUnrestricted operating support$75,00017 Waldeck StDorchesterMA02124
Boston College Trustees
N/APCEmployee matching gift$500140 Commonwealth AvenueChestnut HillMA02467
Boston Food Forest Coalition
N/APCCapital project support$500,00076 Weld Hill StJamaica PlainMA02130
Boston Foundation Inc
N/APCFlexible support for current community needs$50,00075 Arlington St 3rd FlBostonMA02116
Boston Health Care for the Homeless Program Inc
N/APCUnrestricted operating support$150,000780 Albany StBostonMA02118
Boston Jewish Film Inc
N/APCUnrestricted operating support$15,000333 Nahanton St Ste 322NewtonMA02459
Boston Landmarks Orchestra Inc
N/APCUnrestricted operating support$75,000PO Box 441160SomervilleMA02144
Boston Medical Center Corporation
N/APCSupport for the TEAM UP for Children Initiative$2,075,000One Boston Medical Center PlBostonMA02118
Boston Medical Center Corporation
N/APCUnrestricted operating support$30,000One Boston Medical Center PlBostonMA02118
Boston Music Project Inc
N/APCUnrestricted operating support$100,000885 Washington StBostonMA02118
Boston String Academy
N/APCUnrestricted operating support$40,000PO Box 171035BostonMA02117
Boston Youth Symphony Orchestras Inc
N/APCSupport for music education programming$150,000855 Commonwealth AveBostonMA02215
Boys & Girls Club of Lynn
N/APCCapital project support$500,00025 N Common StLynnMA01902
Boys and Girls Clubs of Boston Inc
N/APCUnrestricted operating support$250,000200 High St 3rd FlBostonMA02110
Bridge Boston Foundation Inc
N/APCSupport for music education programming$50,000435 Warren StRoxburyMA02119
Bridge Over Troubled Waters Inc
N/APCUnrestricted operating support$250,00047 West StBostonMA02111
Brigham & Women's Hospital
N/APCSupport for Ariadne Labs$500,00075 Francis StBostonMA02115
Broad Institute Inc
N/APCSupport for scientific research$3,850,841415 Main StCambridgeMA02142
Brockton Hospital Inc
N/APCCapital project support$500,000680 Centre StBrocktonMA02302
Brookline Community Mental Health Center Inc
N/APCSupport for the BRYT program$125,00041 Garrison RdBrooklineMA02445
Brookline Education Foundation
N/APCEmployee matching gift$102PO Box 470652BrooklineMA02447
Campaign Legal Center Inc
N/APCUnrestricted operating support$350,0001101 14th St NW Ste400WashingtonDC20005
Campaign Legal Center Inc
N/APCEmployee matching gift$1001101 14th St NW Ste400WashingtonDC20005
Cape Cod Foundation Inc
N/APCFlexible support for current community needs$100,000261 Whites Path Unit 2South YarmouthMA02664
Cape Eleuthera Foundation Inc
N/APCEmployee matching gift$75PO Box 712484PhiladelphiaPA19171
Catholic Schools Foundation Inc
N/APCSupport for scholarships$75,00067 Batterymarch St 6th FlBostonMA02110
Celebrity Series of Boston
N/APCSupport for Arts for All programs$25,00020 Park Plz Ste 220BostonMA02116
Center for Disaster Philanthropy Inc
N/APCSupport for disaster relief efforts in North America$250,000One Thomas Cir NW Ste 700WashingtonDC20005
Center for Election Innovation & Research
N/APCUnrestricted operating support$100,0001120 Connecticut Ave NW Ste 1040WashingtonDC20036
Center for Reproductive Rights Inc
N/APCEmployee matching gift$52199 Water St 22nd FlNew YorkNY10038
Children's Hospital Corporation
N/APCEmployee matching gift$50300 Longwood AveBostonMA02115
Children's Investment Fund Inc
N/APCUnrestricted operating support$100,00018 Tremont St Ste 500BostonMA02108
City Strings Inc
N/APCUnrestricted operating support$25,000PO Box 192120RoxburyMA02119
ClimateWorks Foundation
N/APCSupport for the FPC collaborative$4,000,000235 Montgomery St 1300San FranciscoCA94104
Codman Square Health Center Inc
N/APCCapital project support$550,000637 Washington StDorchesterMA02124
Co-Impact The Partnership for a Breakthrough in Arab Employment Ltd (CC)
Hanechoshet 3 Bldg B 2nd FlTelAvivIS6971068N/APCUnrestricted operating support$850,000
Combined Jewish Philanthropies of Greater Boston Inc
N/APCSupport for the JCRC of Greater Boston$250,000Kraft Family Building 126 High StBostonMA02110
Combined Jewish Philanthropies of Greater Boston Inc
N/APCUnrestricted operating support and support for local agencies$1,995,000Kraft Family Building 126 High StBostonMA02110
Commonwealth Shakespeare Company Inc
N/APCSupport for Shakespeare on the Common$25,000101 Arch St 8th FlBostonMA02110
Community Foundation of North Central Massachusetts Inc
N/APCFlexible support for current community needs$100,000649 John Fitch HwyFitchburgMA01420
Community Foundation of Sarasota County Inc
N/APCSupport for disaster relief in Florida$50,0002635 Fruitville RdSarasotaFL34237
Community Foundation of Tampa Bay Inc
N/APCSupport for disaster relief in Florida$50,0004300 W Cypress St Ste 700TampaFL33607
Community Foundation of Western Massachusetts
N/APCFlexible support for current community needs$150,000333 Bridge StSpringfieldMA01103
Community Music Center of Boston
N/APCCapital project support$500,00034 Warren AveBostonMA02116
Community Music Center of Boston
N/APCUnrestricted operating support$125,00034 Warren AveBostonMA02116
Community Music School of Springfield Inc
N/APCSupport for music education programming$40,000127 State StSpringfieldMA01103
Community Servings Inc
N/APCUnrestricted operating support$75,000179 Amory StJamaica PlainMA02130
Conservatory Lab Charter School Foundation
N/APCSupport for music education programming$50,000395 Columbia RdDorchesterMA02125
Contina Impact
N/APCSupport for a communications collaborative$1,000,0001107 9th St Ste 500SacramentoCA95814
Contina Impact
N/APCSupport for efforts to mitigate hate and violence$175,0001107 9th St Ste 500SacramentoCA95814
Contina Impact
N/APCSupport for cross-sector civic convenings and learning$127,5001107 9th St Ste 500SacramentoCA95814
Contina Impact
N/APCSupport for a safety and security infrastructure fund$2,000,0001107 9th St Ste 500SacramentoCA95814
Dana-Farber Cancer Institute Inc
N/APCEmployee matching gift$5010 Brookline Pl W 6th FlBrooklineMA02445
Dimock Community Services Corporation
N/APCCapital project support$250,00055 Dimock StBostonMA02119
Dream Machine Innovation SO Inc
N/ASO ISupport for the Exodus Leadership Forum$500,0001110 N Virgil Ave Num 280Los AngelesCA90029
Eastie Farm Inc
N/APCCapital project support$500,0006 Chelsea TerBostonMA02128
Edmond de Rothschild Partnerships
15 Halamish StCaesareaIS3079504N/APCSupport for a leadership program$250,000
Edvestors Inc
N/APCSupport for the Arts Expansion Initiative$250,000142 Berkeley St Ste 410BostonMA02116
Election Trust Initiative LLC
N/APCGeneral initiative support$5,000,000901 E St NWWashingtonDC20004
English for New Bostonians
N/APCUnrestricted operating support$135,000185 Devonshire St Ste 700BostonMA02110
Environmental Defense Fund Incorporated
N/APCSupport for the EDF+Business program$3,000,000257 Park Avenue South 11th FloorNew YorkNY10010
Equal Justice Initiative
N/APCUnrestricted operating support$1,000,000122 Commerce StMontgomeryAL36104
Essex County Community Foundation Inc
N/APCFlexible support for current community needs$150,000500 Cummings Ctr Ste 5450BeverlyMA01915
Facing History and Ourselves Inc
N/APCUnrestricted operating support$1,500,00089 South St Ste 401BostonMA02111
Fay School Inc
N/APCEmployee matching gift$25048 Main StSouthboroughMA01772
Footsteps Inc
N/APCEmployee matching gift$5,000114 John St 930New YorkNY10272
Foundation for MetroWest Inc
N/APCFlexible support for current community needs$150,0003 Eliot StNatickMA01760
Foundation for MetroWest Inc
N/APCEmployee matching gift$1053 Eliot StNatickMA01760
Franciscan Hospital for Children Inc
N/APCUnrestricted operating support$20,00030 Warren StBrightonMA02135
Freedom House Inc
N/APCCapital project support$250,0005 Crawford StDorchesterMA02121
Generation Citizen Inc
N/APCEmployee matching gift$500115 Broadway 5th FlNew YorkNY10006
Georgetown University
N/APCSupport for the ICAP program$550,00037th and O Streets NWWashingtonDC20057
German Marshall Fund of the United States
N/APCSupport for the ASD program$300,0001744 R St NWWashingtonDC20009
Girls Incorporated of Lynn
N/APCCapital project support$500,00050 High StLynnMA01902
Girls on the Run Greater Boston
N/APCEmployee matching gift$5389 South St Ste 104BostonMA02111
GLBTQ Legal Advocates & Defenders Inc
N/APCUnrestricted operating support$150,00018 Tremont St Ste 950BostonMA02108
Greater Lowell Community Foundation Inc
N/APCFlexible support for current community needs$100,000100 Merrimack St Ste 202LowellMA01852
Greater Worcester Community Foundation Inc
N/APCFlexible support for current community needs$150,0001 Mercantile St Ste 010WorcesterMA01608
Hasoub
Alquds StAraraIS3002600N/APCUnrestricted operating support$250,000
Health Care for All Inc
N/APCSupport for the TEAM UP for Children Initiative$26,00070 Franklin St Ste 500BostonMA02110
Health Care for All Inc
N/APCUnrestricted operating support$65,00070 Franklin St Ste 500BostonMA02110
Health Law Advocates Inc
N/APCUnrestricted operating support$75,00070 Franklin St Ste 500BostonMA02110
Health Resources in Action Inc
N/APCSupport for MACHW$150,0002 Boylston St 4th FlBostonMA02116
Hillel The Foundation for Jewish Campus Life
N/APCSupport for antisemitism awareness and education$150,000800 8th St NWWashingtonDC20001
Home Funders Collaborative LLC
N/ANCTo support legal and other costs incurred in documenting and implementing a services agreement with The Boston Foundation$66575 Arlington StBostonMA02116
Honeymoon Israel Foundation Inc
N/APCUnrestricted operating support$200,0002406 Mt Vernon Rd Ste 130DunwoodyGA30338
Hopewell Fund
N/APCSupport for the Over Zero project$1,000,0001201 Connecticut Ave NWWashingtonDC20036
Human Cell Atlas Inc
N/APCUnrestricted operating support$200,000415 Main StCambridgeMA02142
Hyde Square Task Force Inc
N/APCUnrestricted operating support and music education programming$100,00030 Sunnyside StJamaica PlainMA02130
Hyde Square Task Force Inc
N/APCEmployee matching gift$12530 Sunnyside StJamaica PlainMA02130
Immigrant Family Services Institute Inc
N/APCSupport for music education programming$20,0001626 Blue Hill AveMattapanMA02126
Institute for Strategic Dialogue Us
N/APCUnrestricted operating support$1,000,0001032 15th St NW Ste 285WashingtonDC20005
Interfaith America
N/APCUnrestricted operating support$500,000141 W Jackson Blvd Ste 3200ChicagoIL60604
Israel Science Foundation
Albert Einstein Sq 43 Jabotinsky StJerusalemIS9104001N/APCSupport for MAVRI scientific research grants$1,053,788
Israel Science Foundation
Albert Einstein Sq 43 Jabotinsky StJerusalemIS9104001N/APCSupport for IPMP scientific research grants$1,168,619
Israel-America Academic Exchange
N/APCUnrestricted operating support$150,0008383 Wilshire Blvd Ste 400Beverly HillsCA90211
Issue One
N/APCUnrestricted operating support$225,0001401 K St NW Ste 350WashingtonDC20005
Itrek Inc
N/APCUnrestricted operating support$750,0001460 BroadwayNew YorkNY10036
Jamie Feusner MD Centre for Addicti
33 Ursula Franklin St T105TorontoCAM5S2S1NoneISupport for scientific research$249,895Ontario
Jean Appolon Expressions Inc
N/APCCapital project support$350,00033 Hubbard St Apt 1MaldenMA02148
Jewish Arts Collaborative Inc
N/APCUnrestricted operating support$100,0001320 Centre St Ste 201Newton CenterMA02459
Jewish Council on Urban Affairs
N/APCEmployee matching gift$1804411 N Ravenswood Ave Ste 300ChicagoIL60640
Jewish Family & Children's Service
N/APCUnrestricted operating support$350,0001430 Main StWalthamMA02451
Jewish Funders Network
N/APCSupport for CANVAS$150,000150 W 30th St Ste 900New YorkNY10001
Jewish Funders Network
N/APCSupport for the Social Venture Fund$60,000150 W 30th St Ste 900New YorkNY10001
Jewish Funders Network
N/APCSupport for the Social Venture Fund's disaster relief in Northern Israel$200,000150 W 30th St Ste 900New YorkNY10001
Jewish Funders Network
N/APCUnrestricted operating support in the US and Israel; convening support$100,000150 W 30th St Ste 900New YorkNY10001
Jewish Story Partners
N/APCUnrestricted operating support$250,000546 Alandele AveLos AngelesCA90036
Jewish Vocational Service Inc
N/APCUnrestricted operating support$250,00075 Federal St 3rd FlBostonMA02110
Jewish Women's Archive Inc
N/APCUnrestricted operating support$25,0001860 Washington St Ste 204AuburndaleMA02466
Joy of Music Program Inc
N/APCUnrestricted operating support$50,0001 Gorham StWorcesterMA01605
Judge Baker Children's Center
N/APCUnrestricted operating support$20,00053 Parker Hill AveBostonMA02120
Kav Mashve
39 Haatzmaut Road PO Box 33699HaifaIS3133901N/APCUnrestricted operating support$100,000
Keren Shituf Tormim (Keshet) DAF Ba'am
Shfayim Center 2nd Fl PO Box 376ShfayimIS60990N/APCSupport for a rebuilding planning process$200,000
Keren Shituf Tormim (Keshet) DAF Ba'am
Shfayim Center 2nd Fl PO Box 376ShfayimIS60990N/APCSupport for spaces for dialogue$780,000
Keren Shituf Tormim (Keshet) DAF Ba'am
Shfayim Center 2nd Fl PO Box 376ShfayimIS60990N/APCSupport to develop a physician-researcher appointment program$185,686
Keren Shituf Tormim (Keshet) DAF Ba'am
Shfayim Center 2nd Fl PO Box 376ShfayimIS60990N/APCUnrestricted operating support$120,000
Keshet Inc
N/APCUnrestricted operating support$100,0001860 Washington StNewtonMA02466
Lambda Legal Defense and Education Fund Inc
N/APCUnrestricted operating support$100,000120 Wall St 19th FlNew YorkNY10005
Lawyers for Civil Rights Inc
N/APCUnrestricted operating support$150,00061 Batterymarch St 5th FlBostonMA02110
Leadership Conference Education Fund Inc
N/APCUnrestricted operating support$150,0001620 L St NW Ste 1100WashingtonDC20036
Leket Israel
11 HaSadna PO Box 2297RaananaIS43650-06N/APCUnrestricted operating support$60,000
Longwood Symphony Orchestra Inc
N/APCUnrestricted operating support$25,00035 Webster StWest NewtonMA02465
Loon Echo Land Trust Inc
N/APCEmployee matching gift$1038 Depot St Ste 4BridgtonME04009
Louis D Brown Peace Institute Corporation
N/APCCapital project support$250,00015 Christopher StDorchesterMA02122
Lowell Catholic
N/APCSupport for musical instruments and equipment$20,000530 Stevens StLowellMA01851
Lynn Arts Inc
N/APCCapital project support$250,000590 Washington StLynnMA01901
Making Music Matters Inc
N/APCUnrestricted operating support$75,000PO Box 320442West RoxburyMA02132
Maoz-Seal
Hamelacha 4LodIS7182008N/APCUnrestricted operating support$750,000
Margarita Muniz Academy Foundation Inc
N/APCSupport for music education programming$10,00020 Child StJamaica PlainMA02130
Massachusetts Immigrant and Refugee Advocacy Coalition Inc
N/APCUnrestricted operating support$100,00069 Canal St Unit 3BostonMA02114
Massachusetts Immigrant and Refugee Advocacy Coalition Inc
N/APCEmployee matching gift$11069 Canal St Unit 3BostonMA02114
Massachusetts Legal Assistance Corporation
N/APCUnrestricted operating and legal assistance support$600,00018 Tremont St Ste 1010BostonMA02108
Massachusetts Society for the Prevention of Cruelty to Children
N/APCSupport for the Children's Mental Health Campaign$50,000125 Hartwell AveLexingtonMA02421
Massachusetts Voter Education Network Inc
N/APCUnrestricted operating support$25,00055 Roxbury St 191746BostonMA02119
Masscreative Inc
N/APCUnrestricted operating support$50,00015 Channel Center St Ste 103BostonMA02210
Matan - Investing in the Community
33 Yaavets StTel AvivIS6525832N/APCSupport for the Bridging Insights initiative$125,000
Meadowbrook Waldorf Association
N/APCEmployee matching gift$52300 Kingstown RdWest KingstownRI02892
Medecins Sans Frontiers Usa Inc
N/APCEmployee matching gift$20040 Rector St 16th FlNew YorkNY10006
Meridian Academy Inc
N/APCEmployee matching gift$7554 Brookside AveJamaica PlainMA02130
Merrimack Valley Food Bank Inc
N/APCUnrestricted operating support$60,000735 Broadway StLowellMA01854
METCO Inc
N/APCEmployee matching gift$25711 Roxbury StRoxburyMA02119
Music and Youth Initiative Inc
N/APCUnrestricted operating support$30,000935 Great Plain Ave 224NeedhamMA02492
Musiconnects Inc
N/APCUnrestricted operating support$10,0004258 Washington St Ste 8RoslindaleMA02131
NAACP Legal Defense and Educational Fund Inc
N/APCUnrestricted operating support$1,000,00040 Rector St 5th FlNew YorkNY10006
National Center for Lesbian Rights
N/APCUnrestricted operating support$100,0001401 21st St 11548SacramentoCA95811
National Center for Transgender Equality
N/APCUnrestricted operating and merger support$125,000228 Park Ave South Suite 38268New YorkNY10003
National Consumer Law Center Inc
N/APCSupport for Project Stay Connected$35,0007 Winthrop SqBostonMA02110
National Philanthropic Trust
N/APCSupport for the See No Stranger, See No Enemy Accelerator Fund$1,000,000165 Township Line Rd Ste 150JenkintownPA19046
NECHAMA-Jewish Disaster Response
N/APCSupport for disaster relief in North Carolina$25,000PO Box 17249Saint PaulMN55117
Neo Philanthropy Inc
N/APCSupport for the State Infrastructure Fund$250,0001001 Ave of Americas 12th FlNew YorkNY10018
New Hampshire Public Radio Inc
N/APCEmployee matching gift$2902 Pillsbury St 6th FlConcordNH03301
New North Citizens Council Inc
N/APCCapital project support$500,0002455 Main StSpringfieldMA01109
New Venture Fund
N/APCSupport for civic participation$1,500,0001828 L St NW Ste 300-AWashingtonDC20036
New Venture Fund
N/APCSupport for civic participation$3,500,0001828 L St NW Ste 300-AWashingtonDC20036
News Literacy Project Inc
N/APCUnrestricted operating support$50,0005335 Wisconsin Ave NW Ste 440WashingtonDC20015
NGO Information Sharing and Analysis Center Inc
N/APCUnrestricted operating support$250,000PO BOX 150684AlexandriaVA22315
Noble and Greenough School
N/APCEmployee matching gift$70010 Campus DrDedhamMA02026
North Adams Public Schools
N/AGOVSupport for musical instruments and equipment$10,419Treasurers Office 10 Main StNorth AdamsMA01247
North Carolina Community Foundation Inc
N/APCSupport for disaster relief in North Carolina$100,0003737 Glenwood Ave Ste 460RaleighNC27612
Nurtury Inc
N/APCEmployee matching gift$2502201 Washington St Ste 306RoxburyMA02119
Ogen - Free Loan Fund (RA)
17 Nakhum Khaftsadi StJerusalemIS9548400N/APCSupport for work to advance Arab society$550,000
Ogen - Free Loan Fund (RA)
17 Nakhum Khaftsadi StJerusalemIS9548400N/APCSupport for disaster relief in Israel$250,000
Pakachoag Music School of Greater Worcester
N/APCUnrestricted operating support$10,00010 Irving StWorcesterMA01609
Pan Massachusetts Challenge Trust
N/APCEmployee matching gift$30877 Fourth AveNeedhamMA02494
Pathways Children's School
N/APCEmployee matching gift$2501330 5th Ave Ground FlNew YorkNY10026
PBS Foundation
N/ASO ISupport for a documentary television series$375,0001225 South Clark StArlingtonVA22202
Perkins School for the Blind
N/APCSupport for music education programming$40,000175 North Beacon StWatertownMA02472
Philanthropy Massachusetts Inc
N/APCSupport for strategic planning$25,000133 Federal St Ste 802BostonMA02110
Pierce School Parent Teacher Organization
N/APCEmployee matching gift$20050 School StBrooklineMA02446
Pine Street Inn Inc
N/APCUnrestricted operating support$500,000444 Harrison AveBostonMA02118
Planned Parenthood of Mar Monte Inc
N/APCEmployee matching gift$521691 The AlamedaSan JoseCA95126
Postpartum Support International
N/APCEmployee matching gift$1066706 SW 54th AvePortlandOR97219
President and Trustees of Bates College
N/APCEmployee matching gift$2,5002 Andrew Rd 216 Lane HallLewistonME04240
Project Bread - The Walk for Hunger Inc
N/APCUnrestricted operating support$125,000145 Border StEast BostonMA02128
Project Citizenship Inc
N/APCUnrestricted operating support$30,00011 Beacon St Suite 1210BostonMA02108
Project STEP Inc
N/APCUnrestricted operating support$40,000Symphony Hall 301 Massachusetts AveBostonMA02115
Protect Democracy Project
N/APCUnrestricted operating support$1,500,0002020 Pennsylvania Ave NW Ste 163WashingtonDC20006
Qudra - Arab Philanthropists Network (RA)
Paul VI 100NazarethIS1623785N/APCUnrestricted operating support$125,000
Reichman University (CC)
HaUniversita 8HerzliyaIS4610101N/APCSupport for the Center for Economic Policy$100,000Tel Aviv
Reporters Committee for Freedom of the Press
N/APCUnrestricted operating support$500,0001156 15th St NW Ste 1020WashingtonDC20005
Rian Immigrant Center Inc
N/APCSupport for MIC$750,0001 State St 8th FlBostonMA02109
Roca Inc
N/APCUnrestricted operating support$250,000101 Park StChelseaMA02150
Rose Conservatory
N/APCSupport for musical instruments and accessories$10,3241350 Pleasant StBrocktonMA02302
Saint John Paul II Catholic Academy Inc
N/APCSupport for music education programming$40,0002200 Dorchester AveDorchesterMA02124
SD Foundation
N/APCUnrestricted operating support$250,000611 Pennsylvania Ave SEWashingtonDC20003
Search for Common Ground
N/APCSupport for state-level resiliency networks$750,0001730 Rhode Island Ave NW Ste 1101WashingtonDC20036
Search for Common Ground
N/APCUnrestricted operating support for work in the US$250,0001730 Rhode Island Ave NW Ste 1101WashingtonDC20036
Sikkuy-Aufoq - for a Shared and Equal Society
77 Allenby RoadHaifaIS3566434N/APCUnrestricted operating support$125,000Galilee
Soccer Unity Project Inc
N/APCEmployee matching gift$104PO Box 180833BostonMA02118
Social Innovation Forum Inc
N/APCEmployee matching gift$10077 Franklin St Fl 9BostonMA02110
Sociedad Latina Inc
N/APCSupport for music education programming$50,0001530 Tremont StRoxburyMA02120
Somos Amigos Medical Mission
N/APCEmployee matching gift$250PO Box 2351SaratogaCA95070
Southcoast Community Foundation Inc
N/APCFlexible support for current community needs$150,000350 Union StNew BedfordMA02740
St Johns Preparatory School Inc
N/APCEmployee matching gift$35072 Spring StreetDanversMA01923
States United Democracy Center Inc
N/APCUnrestricted operating support$1,000,0001101 17th St NW Ste 250WashingtonDC20036
Stichting European Climate Foundation
Riviervismarkt 5The HagueNL2513 AMN/APCSupport for the PIE initiative$3,000,000
Teach for America Inc
N/APCUnrestricted operating support$25,00050 Milk St 16th FlBostonMA02109
Tedy's Team Inc
N/APCEmployee matching gift$10072a Taunton St Unit 101PlainvilleMA02762
Tel-Aviv University
Carter Building Ramat Aviv Rm 108TelAvivIS6997801N/APCSupport for the First Steps program$100,000
Temple Hillel B'nai Torah
N/APCEmployee matching gift$4,370120 Corey StWest RoxburyMA02132
The Associated Jewish Federation of Baltimore Inc
N/APCEmployee matching gift$103101 W Mount Royal AveBaltimoreMD21201
The Boston Education Development Foundation Inc
N/APCSupport for musical instruments and equipment$11,1246 Roxbury StRoxburyMA02119
The Boston Private Industry Council Inc
N/APCSupport for the School-to-Career Program$35,0002 Oliver St Fl 3BostonMA02109
The Davidson Institute of Science Education
234 Herzl St PO Box 26RehovotIS7610001N/APCSupport for science education programming$240,000
The Food Bank of Western Massachusetts Inc
N/APCUnrestricted operating support$60,00025 Carew StChicopeeMA01020
The Greater Boston Food Bank Inc
N/APCUnrestricted operating support$135,00070 South Bay AveBostonMA02118
The Hebrew University of Jerusalem
Mt Scopus CampusJerusalemIS9190501N/APCSupport for aChord: Social Psychology for Social Change$200,000
The Lenny Zakim Fund Inc
N/APCUnrestricted operating support$250,000c/o DLA Piper 33 Arch St 26th FlBostonMA02110
The McLean Hospital Corporation
N/APCUnrestricted operating support$25,000115 Mill St Mail Stop 126BelmontMA02478
The Miami Foundation Inc
N/APCSupport for the Legal Clinics Fund$400,00040 NW 3rd St Ste 305MiamiFL33128
The Portland Trust
54 Portland PlLondonUKW1B 1DYN/APCSupport for economic development projects$300,000
The Project on Government Oversight Inc
N/APCUnrestricted operating support$500,0001100 13th St NW Ste 800WashingtonDC20005
The SchwartzReisman Science Education Center Rehovot (RA)
Herzl St 234 PO Box 26RohovotIS76306N/APCTo support the advancement of Arab Israeli students and capital project support$2,800,000
The Urban Farming Institute of Boston Inc
N/APCCapital project support$200,000487 Norfolk StMattapanMA02126
Third Sector New England Inc
N/APCSupport for civic engagement projects$175,00089 South St Ste 700BostonMA02111
Third Sector New England Inc
N/APCCapital project support$600,00089 South St Ste 700BostonMA02111
Tsofen High Technology Centers Ltd
Hawa Building 14 Wadi El HajNazarethIS1603611N/APCUnrestricted operating support$75,000HaZafon
United States Holocaust Memorial Museum
N/APCUnrestricted operating support$150,000100 Raoul Wallenberg Pl SWWashingtonDC200242126
Upstream Usa Inc
N/APCUnrestricted operating support$725,0002 Oliver St Ste 402BostonMA02109
Vietnamese American Initiative for Development Inc
N/APCCapital project support$250,00042 Charles St Ste EBostonMA02122
Walker Inc
N/APCEmployee matching gift$5001968 Central AveNeedhamMA02492
Washington Institute for Near East Policy
N/APCUnrestricted operating support$125,0001111 19th St NW Ste 500WashingtonDC20036
West End House Inc
N/APCSupport for music education programming$50,000105 Allston StAllstonMA02134
William J Brennan Jr Center for Justice Inc
N/APCUnrestricted operating support$250,000120 Bdwy Ste 1750New YorkNY10271
Worcester Art Museum
N/APCUnrestricted operating support$85,00055 Salisbury StWorcesterMA01609
Worcester Chamber Music Society Inc
N/APCSupport for music education programming$20,000323 Main StWorcesterMA01608
Worcester County Food Bank Inc
N/APCUnrestricted operating support$60,000474 Boston TpkeShrewsburyMA01545
World Central Kitchen Inc
N/APCSupport for disaster relief in Ukraine$50,000655 New York Ave NW 6th FlWashingtonDC20001
Yad Vashem Jerusalem
4 Har Hazikaron PO Box 3477JerusalemIS9103401N/APCUnrestricted operating support$150,000
Year Up Inc
N/APCUnrestricted operating support$250,00045 Milk St 2nd FlBostonMA02109
Young Mens Christian Association Camp Belknap
N/APCEmployee matching gift$106PO Box 1546WolfeboroNH03894
Young Womens Christian Association of Newburyport
N/APCEmployee matching gift$20613 Market StNewburyportMA01950
Youth Job Center Inc
N/APCEmployee matching gift$1031114 Church StEvanstonIL60201
Youth Villages Inc
N/APCUnrestricted operating support in New England$500,0003320 Brother BlvdMemphisTN38133
ZUMIX Inc
N/APCUnrestricted operating support$75,000260 Sumner StEast BostonMA02128
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,184,561TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
Adolescent Consultation Services Inc
189 Cambridge StCambridgeMA02141N/APCUnrestricted operating support$40,000
AlBayader for Social Economic Development Ltd
N/APCUnrestricted operating and organizational infrastructure support$700,000Nazareth Industrial Park MtPrecipice Rd 2015NazarethIS16000
American Jewish World Service Inc
45 W 36th StNew YorkNY10018N/APCSupport for international grantmaking programs$350,000
Berklee College of Music Inc
1140 Boylston St MS-1140 IABostonMA02215N/APCSupport for META fellowship program$320,000
Boston Food Forest Coalition
76 Weld Hill StJamaica PlainMA02130N/APCCapital project support$500,000
Boston Medical Center Corporation
One Boston Medical Center PlBostonMA02118N/APCUnrestricted operating support$30,000
Boston Medical Center Corporation
One Boston Medical Center PlBostonMA02118N/APCSupport for the TEAM UP for Children Initiative$8,100,000
Boston Music Project Inc
885 Washington StBostonMA02118N/APCUnrestricted operating support$100,000
Boston Youth Symphony Orchestras Inc
855 Commonwealth AveBostonMA02215N/APCSupport for music education programming$300,000
Boys & Girls Club of Lynn
25 N Common StLynnMA01902N/APCCapital project support$500,000
Brigham & Women's Hospital
75 Francis StBostonMA02115N/APCSupport for Ariadne Labs$500,000
Brockton Public Schools
43 Crescent StreetBrocktonMA02301N/AGOVSupport for musical instruments$30,000
Center for Election Innovation & Research
1120 Connecticut Ave NW Ste 1040WashingtonDC20036N/APCUnrestricted operating support$100,000
Childrens Investment Fund Inc
18 Tremont St Ste 500BostonMA02108N/APCUnrestricted operating support$100,000
City Strings Inc
PO Box 192120RoxburyMA02119N/APCUnrestricted operating support$25,000
Co-Impact The Partnership for a Breakthrough in Arab Employment Ltd (CC)
N/APCUnrestricted operating support$1,850,000Hanechoshet 3 Bldg B 2nd FlTelAvivIS6971068
Community Music Center of Boston
34 Warren AveBostonMA02116N/APCCapital project support$250,000
Community Music Center of Boston
34 Warren AveBostonMA02116N/APCUnrestricted operating support$250,000
Community Servings Inc
179 Amory StJamaica PlainMA02130N/APCUnrestricted operating support$75,000
Dream Machine Innovation SO Inc
1110 N Virgil Ave Num 280Los AngelesCA90029N/ASO ISupport for the Exodus Leadership Forum$500,000
Environmental Defense Fund Incorporated
257 Park Avenue South 11th FloorNew YorkNY10010N/APCSupport for the EDF+Business program$6,000,000
Facing History and Ourselves Inc
89 South St Ste 401BostonMA02111N/APCUnrestricted operating support$1,000,000
Georgetown University
37th and O Streets NWWashingtonDC20057N/APCSupport for the ICAP program$300,000
Health Resources in Action Inc
2 Boylston St 4th FlBostonMA02116N/APCSupport for MACHW$150,000
Institute for Strategic Dialogue Us
1032 15th St NW Ste 285WashingtonDC20005N/APCUnrestricted operating support$500,000
Israel Science Foundation
N/APCSupport for MAVRI scientific research grants$4,500,000Albert Einstein Sq 43 Jabotinsky StJerusalemIS9104001
Israel-America Academic Exchange
8383 Wilshire Blvd Ste 400Beverly HillsCA90211N/APCUnrestricted operating support$150,000
Jewish Story Partners
546 Alandele AveLos AngelesCA90036N/APCUnrestricted operating support$250,000
Joy of Music Program Inc
1 Gorham StWorcesterMA01605N/APCUnrestricted operating support$50,000
Keren Shituf Tormim (Keshet) DAF Ba'am
N/APCSupport to develop a physician-researcher appointment program$3,614,314Shfayim Center 2nd Fl PO Box 376ShfayimIS60990
Keren Shituf Tormim (Keshet) DAF Ba'am
N/APCUnrestricted operating support$300,000Shfayim Center 2nd Fl PO Box 376ShfayimIS60990
Keshet Inc
1860 Washington StNewtonMA02466N/APCUnrestricted operating support$100,000
Lawyers for Civil Rights Inc
61 Batterymarch St 5th FlBostonMA02110N/APCUnrestricted operating support$150,000
Massachusetts Immigrant and Refugee Advocacy Coalition Inc
69 Canal St Unit 3BostonMA02114N/APCUnrestricted operating support$100,000
Pine Street Inn Inc
444 Harrison AveBostonMA02118N/APCUnrestricted operating support$500,000
Project STEP Inc
Symphony Hall 301 Massachusetts AveBostonMA02115N/APCUnrestricted operating support$80,000
Qudra - Arab Philanthropists Network (RA)
N/APCUnrestricted operating support$250,000Paul VI 100NazarethIS1623785
Reichman University (CC)
N/APCSupport for the Center for Economic Policy$100,000HaUniversita 8HerzliyaIS4610101Tel Aviv
Reporters Committee for Freedom of the Press
1156 15th St NW Ste 1020WashingtonDC20005N/APCUnrestricted operating support$250,000
States United Democracy Center Inc
1101 17th St NW Ste 250WashingtonDC20036N/APCUnrestricted operating support$1,000,000
The Boston Education Development Foundation Inc
6 Roxbury StRoxburyMA02119N/APCSupport for musical instruments and equipment$13,876
The Hebrew University of Jerusalem
N/APCSupport for aChord: Social Psychology for Social Change$200,000Mt Scopus CampusJerusalemIS9190501
The McLean Hospital Corporation
115 Mill St Mail Stop 126BelmontMA02478N/APCUnrestricted operating support$25,000
The Project on Government Oversight Inc
1100 13th St NW Ste 800WashingtonDC20005N/APCUnrestricted operating support$500,000
Worcester Chamber Music Society Inc
323 Main StWorcesterMA01608N/APCSupport for music education programming$20,000
Yad Vashem Jerusalem
N/APCUnrestricted operating support$150,0004 Har Hazikaron PO Box 3477JerusalemIS9103401
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$34,873,190TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescInterest income from PRIDesc
Related Or Exempt Function Incm$19,894RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,017,767ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$169,767ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$2,947,647UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$24,586,822ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
From Sch K-1 (Form 1065)525990-$277,76014$20,120,632
Foreign dividends14$6,410,488

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,669,887UnrelatedBusinessTaxblIncmAmt
Exclusion$59,305,476ExclusionAmt
Related Or Exempt Function Incm$19,894RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,995,257TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1aLineNumberTxt
Relationship StatementHome Funders Collaborative LLC 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 Collaborative provides low-cost financing to low-income housing projects. Loans are used to finance new construction, redevelop foreclosed properties to include units for extremely low income families, and preserve expiring use rental units.RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSeth A KlarmanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 171627AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02117ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bookkeeping and fiscal management$167,175$0$167,175
Investment accounting$27,023$27,023$0
Payroll and benefit services$15,421$0$15,421
Tax compliance$42,230$11,115$21,115

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
Equipment2020-11-10$175,365$93,272SL3.000000000000$38,666$0
Furniture2016-11-01$456,233$456,233SL5.000000000000$0$0
Leasehold improvements2017-12-03$777,294$595,433SL10.000000000000$77,832$0
Software2020-12-15$149,518$149,518SL3.000000000000$0$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
Home Funders Collaborative LLC (Home Funders)
75 Arlington St 3rd FloorBostonMA021152009-06-10$2,000,000The Home Funders mission is to support the creation of housing for extremely low-income families in a mixed income housing environment. The investment has A 20 year term for an amount up to $2 million, for which the first capital call was paid in 2009. Funds are disbursed to Home Funders as real estate closings occur, which subsequently flow to finance a 20 year permanent loan to an affordable housing project. As of 12/31/15 the Foundation had fully disbursed this commitment.Dates and Amounts of this Program Related Investment:06/10/2009 375,00006/24/2011 300,00006/22/2012 200,00008/15/2012 100,00010/31/2012 116,66702/08/2013 100,00006/24/2013 289,91603/10/2014 150,00003/12/2015 225,00012/16/2015 143,417This investment remained on the Foundation's books as of 12/31/24.$2,000,000To the knowledge of the grantor, no funds have been diverted.3/27/24, 6/26/24, 9/25/24, 12/11/242024-12-11The grantor has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, no independent verification of the reports was made.
Home Funders Collaborative LLC (Home Funders)
75 Arlington St 3rd FloorBostonMA021152023-11-30$3,768To support legal and other costs incurred in documenting and implementing a services agreement with The Boston Foundation. The Home Funders mission is to support the creation of housing for extremely low-income families in a mixed income housing environment.$3,768To the knowledge of the grantor, no funds have been diverted.7/15/242024-07-15The grantor has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, no independent verification of the reports was made.
Home Funders Collaborative LLC (Home Funders)
75 Arlington St 3rd FloorBostonMA021152024-01-26$665To support legal and other costs incurred in documenting and implementing a services agreement with The Boston Foundation. The Home Funders mission is to support the creation of housing for extremely low-income families in a mixed income housing environment.$665To the knowledge of the grantor, no funds have been diverted.7/15/242024-07-15The grantor has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, no independent verification of the reports was made.

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetUBTI K-1 Capital Gain excluded from Part IV and Part I, Ln 7AssetDesc
How AcquiredPurchasedHowAcquiredTxt
Gross Sales Price$2,947,647GrossSalesPriceAmt
Basis MethodCostBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$2,947,647TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Ally Bank Auto Credit-Linked Notes 8.04% 09/15/2032$485,064$488,193
Carvana Auto Receivables Trust 0.00% 10/15/2026$1,687,875$1,687,875
Huntington Bank Auto Credit-Linked Notes Var Rate 10/20/2032$760,807$762,580
Huntington Bank Auto Credit-Linked Notes Var Rate 10/20/2032$842,666$847,848
Santander Bank Auto Credit-Linked Notes 12.23% 01/18/2033$875,000$875,000
Santander Bank Auto Credit-Linked Notes 8.88% 01/18/2033$1,000,000$1,000,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2,367,631 CaaStle Inc$6,200,004$14,679,312
1,504,099 DynamiCare Health$700,000$1,037,828
2,139,639 Foghorn Therapeutics Inc$5,000,000$10,099,096
730,433 Imagry, Inc$2,500,000$13,894,297
151,515 Mercy BioAnalytics, Inc$1,999,998$1,999,998
12,000 Reconstruction US, Inc$2,000,040$2,000,040
1,003,822 Reflow Medical, Inc$9,403,569$14,671,537

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (94 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
83North II Limited PartnershipAT COST$898,981$1,839,484
Abrams Capital Partners I, LPAT COST$19,168,422$41,738,467
Abrams Capital Partners I, LP (distribution receivable)AT COST$3,900,000$3,900,000
Abrams Capital Partners II, LPAT COST$22,782,127$46,553,397
Abrams Capital Partners II, LP (distribution receivable)AT COST$4,300,000$4,300,000
Amiti III, LPAT COST$1,935,026$1,861,176
Ansa Capital Fund I, LPAT COST$1,471,728$1,545,156
Arbiter Special Opportunities Fund II, LPAT COST$21,525,478$14,396,901
Attestor Value Fund, LPAT COST$57,211,286$65,307,496
Banner Ridge Secondary Fund IV, LPAT COST$9,579,245$19,666,464
Banner Ridge Secondary Fund V (Offshore), LPAT COST$4,327,837$6,057,625
Baupost Value Partners, LP IVAT COST$52,964,000$54,146,451
Berkshire Fund IX-A (IND), LPAT COST$1,643,615$2,928,061
Berkshire Fund VII, LPAT COST$454$20,997
Berkshire Fund VIII (IND), LPAT COST$312,425$476,325
Berkshire Fund X-A (IND), LPAT COST$3,481,419$4,340,257
BoxGroup Five, LPAT COST$4,041,597$6,206,234
BoxGroup Four, LPAT COST$3,862,172$10,464,103
BoxGroup More, LPAT COST$4,296,495$7,913,942
BoxGroup Strive, LPAT COST$4,440,259$5,980,337
Breakthrough Energy Ventures II, LPAT COST$7,560,911$12,663,866
Breakthrough Energy Ventures III, LPAT COST$477,480$469,173
Brizo Partners, LPAT COST$2,905,720$3,301,676
Celsius Therapeutics (distribution receivable)AT COST$115,400$115,400
Commodore Capital Offshore LtdAT COST$18,150,801$37,092,957
Crow's Nest Holdings Offshore Fund, LtdAT COST$10,000,000$8,290,958
Cue Ball Capital, LPAT COST$1,832,913$1,202,442
EcoR1 Capital Fund, LPAT COST$20,747,112$19,001,290
EcoR1 Venture Opportunity Fund, LPAT COST$5,939,378$7,597,602
EcoR1 Venture Opportunity Fund, LP (distribution receivable)AT COST$1,159,103$1,159,103
Eighty Seven Capital, LPAT COST$1,400,578$1,712,639
Ex/ante Fund I, LPAT COST$257,844$316,805
FIMI Opportunity 6, LPAT COST$3,601,866$6,833,000
FIMI Opportunity 7, LPAT COST$3,970,399$7,346,000
FIMI Opportunity V, LPAT COST$851,336$1,920,000
Finepoint Capital Partners II, LPAT COST$582,977$845,051
Finepoint Capital Partners II, LP (distribution receivable)AT COST$35,265$35,265
Flagship Pioneering Fund VII, LPAT COST$3,862,207$5,679,247
Flagship Pioneering Fund VIII, LPAT COST$181,999$177,867
Flare Capital Partners I, LPAT COST$826,999$3,789,750
Flare Capital Partners II, LPAT COST$1,525,477$2,200,743
Flare Capital Partners III, LPAT COST$440,320$457,697
Flybridge Capital Partners III, LPAT COST$0$219,739
Flybridge Capital Partners IV, LPAT COST$585,094$3,330,487
Grove Opportunity Fund I LPAT COST$1,176,471$1,567,591
Grove Ventures III, LPAT COST$1,736,069$1,857,802
Kensico Offshore FundAT COST$7,685,098$22,867,365
Kensico Offshore Fund (distribution receivable)AT COST$2,100,000$2,100,000
Magma Venture Capital III FundAT COST$1,051,058$14,027,454
Magma Venture Capital IV FundAT COST$3,078,797$8,593,510
Mavik Real Estate Special Opportunities Fund LPAT COST$13,917,012$13,551,847
MFN Partners, LPAT COST$54,521,767$97,986,278
Newtyn TE PartnersAT COST$18,631,046$23,900,843
Newtyn TE Partners (distribution receivable)AT COST$2,655,649$2,655,649
Pillar III-B, LPAT COST$4,209,395$4,834,989
Pitango Growth Fund I, LPAT COST$1,824,042$4,762,859
Pitango Healthtech Fund I, LPAT COST$1,727,020$1,599,506
Pitango Venture Capital Fund VI, LPAT COST$1,088,410$4,380,534
Pitango Venture Capital Fund VII, LPAT COST$1,757,402$4,376,278
Pitango Venture Capital Fund VIII, LPAT COST$1,417,504$2,859,867
Rise of the Rest Seed Fund II AIV, LPAT COST$62,391$62,120
Rise of the Rest Seed Fund II, LPAT COST$3,104,247$3,090,747
Riva Capital Partners V, LPAT COST$9,585,710$20,718,167
Route One Fund I, LPAT COST$22,698,062$32,312,939
Route One Fund I, LP (distribution receivable)AT COST$3,500,000$3,500,000
S Capital II, LPAT COST$3,105,607$5,760,037
S Capital III, LPAT COST$922,187$917,091
S Capital Opportunity Fund II, LPAT COST$135,285$125,943
S Capital Opportunity Fund, LPAT COST$3,987,407$6,235,726
S Capital, LPAT COST$6,486,978$14,091,803
Sarissa Capital Offshore Fund, LtdAT COST$10,000,000$6,543,162
SPT LLCAT COST$54$0
Takwin Labs, LPAT COST$1,295,162$5,126,208
Takwin Venture Partners II, LPAT COST$1,918,498$1,864,658
Tamarix Capital Partners II, LPAT COST$5,356,566$5,332,355
TCG 30-B, LPAT COST$5,774,525$6,563,238
Techstars Accelerator 2021, LPAT COST$3,148,709$5,382,609
Techstars Accelerator 2024, LPAT COST$719,646$1,078,276
The Spruce House Partnership QP LPAT COST$11,066,828$9,237,842
The Varde Fund X, LPAT COST$810,964$192,126
Third Rock Ventures V, LPAT COST$7,611,044$9,337,055
Third Rock Ventures VI, LPAT COST$1,109,569$1,374,000
TLV Partners II, LPAT COST$1,416,122$7,853,520
TLV Partners III, LPAT COST$2,042,447$3,073,589
TLV Partners IV, LPAT COST$3,352,486$4,619,106
TLV Partners Opportunity Fund, LPAT COST$4,719,242$6,107,399
TLV Partners Opportunity II, LPAT COST$2,878,955$2,250,796
TLV Partners V, LPAT COST$476,903$470,206
Varde Investment Partners, LPAT COST$737,879$700,555
Victress Capital Fund II-A, LPAT COST$420,889$427,876
Victress Capital Fund, LPAT COST$564,192$365,261
XFactor 1, a series of XFactor Ventures, LPAT COST$415,501$1,113,386
XFactor 2, a series of XFactor Ventures, LPAT COST$408,296$827,559
XFactor 2022, LPAT COST$309,279$310,305

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Equipment$175,365$131,938$43,427$43,427
Furniture$456,233$456,233$0
Leasehold improvements$777,294$673,265$104,029$104,029
Software$149,518$149,518$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (3 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative and other matters$40,598$0$40,598
Grant-related matters$40,318$0$40,318
Investment matters$3,681$3,681$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - Home Funders LLC$28,914$29,152$29,152
PRI - Home Funders Loan$1,989,399$1,989,399$1,989,399

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fees$1,236$0$1,236
Technology expense$132,461$0$132,461
Dues, memberships & subscriptions$250,732$0$250,732
Insurance$30,072$0$30,072
Office supplies$73,076$0$73,076
Passthrough K-1 expenses$14,933,088$14,522,892$0
State filing fees$1,000$0$1,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Interest income from PRI$19,894$19,894$19,894
From Sch K-1 (Form 1065)$19,842,872$20,116,146$19,842,872
Foreign dividends$6,410,488$6,410,488$6,410,488

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescReturned grant fundsDesc
Amt$16,008Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Human resources and benefits consulting$126,535$0$126,535
Information technology services$42,570$0$42,570
Grantmaking consulting$665,555$0$665,555
Organizational strategy consulting$233,166$0$233,166
Outsourced communications$179,559$0$179,559
Program consulting and evaluation$213,502$0$213,502
Program planning and facilitation$21,441$0$21,441
Recruiting services$58,349$0$58,349
Scientific advisors$20,500$0$20,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990-PF excise tax$894,000$0$0
990-T income tax$73,000$0$0
Foreign and state tax$34,051$34,051$0