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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T20:31:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043105768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Klarman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLAR | BusinessNameControlTxt |
| Phone | 6172367909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171627 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kim McCabe | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6172367909 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,000,248,860 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,017,767 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,017,767 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $169,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,534,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,402,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,586,822 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,273,254 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,546,528 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $74,495,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,320,884 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $934,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,670 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $929,330 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,724,557 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,623 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,710,934 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $862,183 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,311 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $857,872 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $84,597 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,681 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $80,916 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $251,849 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,138 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $203,711 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,561,177 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,561,177 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $12,168 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12,168 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,001,051 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,051 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $116,498 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $143,485 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $143,485 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,421,665 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,522,892 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $488,577 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,113,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,633,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,976,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,184,561 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,184,561 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,297,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,633,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,160,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,802,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,687,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,870 | CashBOYAmt |
| Cash EOY | $105,200 | CashEOYAmt |
| Cash EOYFMV | $105,200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,723,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,183,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,183,968 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $460,419 | AcctRcvblAmt |
| Acct Rcvbl BOY | $502,625 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $460,419 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $460,419 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $33,303,614 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,803,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,382,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,651,412 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,661,496 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $557,241,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $547,872,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $804,289,662 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,558,410 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,410,954 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $233,000 | LandBOYAmt |
| Land EOY | $147,456 | LandEOYAmt |
| Land EOYFMV | $147,456 | LandEOYFMVAmt |
| Other Assets BOY | $2,018,313 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,018,551 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,018,551 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $744,037,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $713,242,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,000,248,860 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,802 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,452 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $34,802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,452 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $744,002,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $713,215,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $744,002,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $713,215,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $744,037,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $713,242,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $744,002,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,802,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,008 | OtherIncreasesAmt |
| Subtotal | $713,215,886 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $713,215,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $4,313,235 | $4,306,689 | $6,546 | $6,546 | |||
| Distributions in excess of basis | $28,801 | $28,801 | $28,801 | P | |||
| From Sch K-1 (Form 1065) | $28,978,250 | $28,978,250 | $28,978,250 | P | |||
| 1,600,000 Celsius Therapeutics Inc | $702,294 | $8,000,000 | -$7,297,706 | -$7,297,706 | P | 2018-08-13 | 2024-11-08 |
| Kensico Offshore Fund - 15 | $154,324 | $66,202 | $88,122 | $88,122 | P | 2001-01-01 | 2024-07-31 |
| Kensico Offshore Fund - 7 | $75,940 | $31,100 | $44,840 | $44,840 | P | 2001-01-01 | 2024-11-30 |
| Kensico Offshore Fund - 18 | $255,535 | $104,650 | $150,885 | $150,885 | P | 2001-01-01 | 2024-11-30 |
| Kensico Offshore Fund - 19 | $375,945 | $153,963 | $221,982 | $221,982 | P | 2001-01-01 | 2024-11-30 |
| Kensico Offshore Fund - 8 | $2,100,000 | $705,753 | $1,394,247 | $1,394,247 | P | 2001-01-01 | 2024-12-31 |
| Swiftcurrent Offshore, Ltd | $8,470,855 | $7,500,000 | $970,855 | $970,855 | P | 2012-06-01 | 2024-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,586,822 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $621,154 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $621,154 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $621,154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,030,563 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,030,563 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,659 | EsPenaltyAmt |
| Overpayment | $405,750 | OverpaymentAmt |
| Applied To ES Tax | $405,750 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.klarmanfoundation.org | WebsiteAddressTxt |
| Individual With Books | Kim McCabe | IndividualWithBooksNm |
| Phone | 6172367909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171627 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Seth A Klarman | ||||||||
| PO Box 171627 | Boston | MA | 02117 | Trustee | 5.00 | $0 | $0 | $0 |
| Beth S Klarman | ||||||||
| PO Box 171627 | Boston | MA | 02117 | Trustee | 15.00 | $0 | $0 | $0 |
| Kim McCabe | ||||||||
| PO Box 171627 | Boston | MA | 02117 | President | 40.00 | $544,000 | $63,634 | $0 |
| Steven Moore | ||||||||
| PO Box 171627 | Boston | MA | 02117 | Chief Operating Officer | 40.00 | $390,000 | $43,651 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Jonathan Horowitz | ||||||||
| PO Box 171627 | Boston | MA | 02117 | Chief Program Office | 40.00 | $350,000 | $43,145 | $0 |
| Laura Sherman | ||||||||
| PO Box 171627 | Boston | MA | 02117 | Director, Local Init | 40.00 | $290,000 | $60,399 | $0 |
| Erin Samuel | ||||||||
| PO Box 171627 | Boston | MA | 02117 | Director, Grantmakin | 40.00 | $234,818 | $55,256 | $0 |
| Alexandria Jose | ||||||||
| PO Box 171627 | Boston | MA | 02117 | Controller | 40.00 | $188,500 | $52,415 | $0 |
| Yulya Spantchak | ||||||||
| PO Box 171627 | Boston | MA | 02117 | Director, Strategy & | 40.00 | $196,500 | $40,988 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 12 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Globalization Partners | |||||
| 175 Federal Street Floor 17 | Boston | MA | 02110 | Grantmaking consulting | $529,121 |
| RSM US LLP | |||||
| PO Box 290058 | Boston | MA | 02129 | Consulting | $306,608 |
| CFAR | |||||
| 1700 Market Street Suite 2140 | Philadelphia | PA | 19103 | Consulting | $233,166 |
| Weber Shandwick | |||||
| 33 Arch Street Suite 1400 | Boston | MA | 02110 | Consulting | $179,559 |
| Science Impact LLC | |||||
| 10 Hawk Hill Road | Lincoln | MA | 02155 | Grantmaking consulting | $136,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,789,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,638,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $859,123,498 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,033,551,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,033,551,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,503,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,018,048,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,902,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,902,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $621,154 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $241,545 | IncomeTaxAmt |
| Total Tax | $862,699 | TotalTaxAmt |
| Distributable Before Adj | $50,039,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $16,008 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,055,741 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,055,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,160,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $30,954 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $89,191,517 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,055,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,565,510 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,694,224 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,810,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,267,921 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,167,776 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,505,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,191,517 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,055,741 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,135,776 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,641,551 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $30,565,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $194,076,041 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,694,224 | ExcessFromYear4Amt |
| Excess From Year3 | $26,810,344 | ExcessFromYear3Amt |
| Excess From Year2 | $43,267,921 | ExcessFromYear2Amt |
| Excess From Year1 | $49,167,776 | ExcessFromYear1Amt |
| Excess From Current Year | $39,135,776 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Seth A Klarman | ContributingManagerNm |
| Contributing Manager | Beth S Klarman | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Erin Samuel - The Klarman Family Fo | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171627 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172367909 | RecipientPhoneNum |
| Recipient Email Address | info@klarmanfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | The 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 Deadlines | See www.klarmanfoundation.org | SubmissionDeadlinesTxt |
| Restrictions On Awards | See www.klarmanfoundation.org | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (260 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8400 - The Health Network Ltd (CC) | ||||||||||||||
| 4 Ha-Shaizaf | Raanana | IS | 4366411 | N/A | PC | Support for the MAVRI network | $250,000 | |||||||
| A Wider Bridge | ||||||||||||||
| N/A | PC | Unrestricted operating support | $125,000 | 1441 Bdwy Ste 6149 | New York | NY | 10018 | |||||||
| Action for Boston Community Development Inc | ||||||||||||||
| N/A | PC | Support for the Fuel Assistance program | $35,000 | 178 Tremont St | Boston | MA | 02111 | |||||||
| Action for Boston Community Development Inc | ||||||||||||||
| N/A | PC | Support for the SummerWorks program | $35,000 | 178 Tremont St | Boston | MA | 02111 | |||||||
| Adolescent Consultation Services Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $40,000 | 189 Cambridge St | Cambridge | MA | 02141 | |||||||
| AJEEC-NISPED | ||||||||||||||
| 5 Yehuda HaNahtom | Beersheva | IS | 8421360 | N/A | PC | Unrestricted operating support | $125,000 | |||||||
| AlBayader for Social Economic Development Ltd | ||||||||||||||
| Nazareth Industrial Park Mt | Nazareth | IS | 16000 | N/A | PC | Unrestricted operating support | $600,000 | Precipice Rd 2015 | ||||||
| Alzheimer's Disease and Related Disorders Association Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $100 | 225 N Michigan Ave Fl 17 | Chicago | IL | 60601 | |||||||
| American Jewish Joint Distribution Committee Inc | ||||||||||||||
| N/A | PC | Support for disaster relief in Ukraine | $50,000 | 220 E 42nd St | New York | NY | 10017 | |||||||
| American Jewish World Service Inc | ||||||||||||||
| N/A | PC | Support for international grantmaking | $400,000 | 45 W 36th St | New York | NY | 10018 | |||||||
| Amutat Hamovilim Lemada and Technology (RA) | ||||||||||||||
| PO Box 114 | Baqa AlGharbiyye | IS | 30100 | N/A | PC | Unrestricted operating support | $200,000 | |||||||
| Animal Protective Association of Missouri | ||||||||||||||
| N/A | PC | Employee matching gift | $103 | 1705 S Hanley Rd | Saint Louis | MO | 63144 | |||||||
| Animal Rescue League of Boston | ||||||||||||||
| N/A | PC | Employee matching gift | $50 | c/o Development Office 10 Chandler | Boston | MA | 02116 | St | ||||||
| Avodah the Jewish Service Corps Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $360 | 195 Montague St Fl 14 | Brooklyn | NY | 11201 | |||||||
| BAGLY Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $25,000 | PO Box 960814 | Boston | MA | 02196 | |||||||
| Baitulmaal Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $200 | 2300 Valley View Ln Ste 370 | Irving | TX | 75062 | |||||||
| Benjamin Franklin Cummings Institute of Technology | ||||||||||||||
| N/A | PC | Capital project support | $250,000 | 41 Berkeley St | Boston | MA | 02116 | |||||||
| Berklee College of Music Inc | ||||||||||||||
| N/A | PC | Support for META fellowship program | $430,000 | 1140 Boylston St MS-1140 IA | Boston | MA | 02215 | |||||||
| Berklee College of Music Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $100,000 | 1140 Boylston St MS-1140 IA | Boston | MA | 02215 | |||||||
| Black Economic Council of Massachusetts Inc | ||||||||||||||
| N/A | PC | Capital project support | $250,000 | 2300 Washington St | Boston | MA | 02119 | |||||||
| Boston After School & Beyond Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $125,000 | 89 South St | Boston | MA | 02111 | |||||||
| Boston Arts Academy Foundation Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $150,000 | 9 Lansdowne St Ste 2 | Boston | MA | 02215 | |||||||
| Boston Charitable Trust Fund | ||||||||||||||
| N/A | PC | Support for We Are Boston | $20,000 | 1 City Hall Sq Rm M-5 | Boston | MA | 02201 | |||||||
| Boston Children's Chorus Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 33 Arch Street 17th Floor | Boston | MA | 02110 | |||||||
| Boston City Singers Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $75,000 | 17 Waldeck St | Dorchester | MA | 02124 | |||||||
| Boston College Trustees | ||||||||||||||
| N/A | PC | Employee matching gift | $500 | 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | |||||||
| Boston Food Forest Coalition | ||||||||||||||
| N/A | PC | Capital project support | $500,000 | 76 Weld Hill St | Jamaica Plain | MA | 02130 | |||||||
| Boston Foundation Inc | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $50,000 | 75 Arlington St 3rd Fl | Boston | MA | 02116 | |||||||
| Boston Health Care for the Homeless Program Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $150,000 | 780 Albany St | Boston | MA | 02118 | |||||||
| Boston Jewish Film Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $15,000 | 333 Nahanton St Ste 322 | Newton | MA | 02459 | |||||||
| Boston Landmarks Orchestra Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $75,000 | PO Box 441160 | Somerville | MA | 02144 | |||||||
| Boston Medical Center Corporation | ||||||||||||||
| N/A | PC | Support for the TEAM UP for Children Initiative | $2,075,000 | One Boston Medical Center Pl | Boston | MA | 02118 | |||||||
| Boston Medical Center Corporation | ||||||||||||||
| N/A | PC | Unrestricted operating support | $30,000 | One Boston Medical Center Pl | Boston | MA | 02118 | |||||||
| Boston Music Project Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 885 Washington St | Boston | MA | 02118 | |||||||
| Boston String Academy | ||||||||||||||
| N/A | PC | Unrestricted operating support | $40,000 | PO Box 171035 | Boston | MA | 02117 | |||||||
| Boston Youth Symphony Orchestras Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $150,000 | 855 Commonwealth Ave | Boston | MA | 02215 | |||||||
| Boys & Girls Club of Lynn | ||||||||||||||
| N/A | PC | Capital project support | $500,000 | 25 N Common St | Lynn | MA | 01902 | |||||||
| Boys and Girls Clubs of Boston Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | 200 High St 3rd Fl | Boston | MA | 02110 | |||||||
| Bridge Boston Foundation Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $50,000 | 435 Warren St | Roxbury | MA | 02119 | |||||||
| Bridge Over Troubled Waters Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | 47 West St | Boston | MA | 02111 | |||||||
| Brigham & Women's Hospital | ||||||||||||||
| N/A | PC | Support for Ariadne Labs | $500,000 | 75 Francis St | Boston | MA | 02115 | |||||||
| Broad Institute Inc | ||||||||||||||
| N/A | PC | Support for scientific research | $3,850,841 | 415 Main St | Cambridge | MA | 02142 | |||||||
| Brockton Hospital Inc | ||||||||||||||
| N/A | PC | Capital project support | $500,000 | 680 Centre St | Brockton | MA | 02302 | |||||||
| Brookline Community Mental Health Center Inc | ||||||||||||||
| N/A | PC | Support for the BRYT program | $125,000 | 41 Garrison Rd | Brookline | MA | 02445 | |||||||
| Brookline Education Foundation | ||||||||||||||
| N/A | PC | Employee matching gift | $102 | PO Box 470652 | Brookline | MA | 02447 | |||||||
| Campaign Legal Center Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $350,000 | 1101 14th St NW Ste400 | Washington | DC | 20005 | |||||||
| Campaign Legal Center Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $100 | 1101 14th St NW Ste400 | Washington | DC | 20005 | |||||||
| Cape Cod Foundation Inc | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $100,000 | 261 Whites Path Unit 2 | South Yarmouth | MA | 02664 | |||||||
| Cape Eleuthera Foundation Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $75 | PO Box 712484 | Philadelphia | PA | 19171 | |||||||
| Catholic Schools Foundation Inc | ||||||||||||||
| N/A | PC | Support for scholarships | $75,000 | 67 Batterymarch St 6th Fl | Boston | MA | 02110 | |||||||
| Celebrity Series of Boston | ||||||||||||||
| N/A | PC | Support for Arts for All programs | $25,000 | 20 Park Plz Ste 220 | Boston | MA | 02116 | |||||||
| Center for Disaster Philanthropy Inc | ||||||||||||||
| N/A | PC | Support for disaster relief efforts in North America | $250,000 | One Thomas Cir NW Ste 700 | Washington | DC | 20005 | |||||||
| Center for Election Innovation & Research | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 1120 Connecticut Ave NW Ste 1040 | Washington | DC | 20036 | |||||||
| Center for Reproductive Rights Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $52 | 199 Water St 22nd Fl | New York | NY | 10038 | |||||||
| Children's Hospital Corporation | ||||||||||||||
| N/A | PC | Employee matching gift | $50 | 300 Longwood Ave | Boston | MA | 02115 | |||||||
| Children's Investment Fund Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 18 Tremont St Ste 500 | Boston | MA | 02108 | |||||||
| City Strings Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $25,000 | PO Box 192120 | Roxbury | MA | 02119 | |||||||
| ClimateWorks Foundation | ||||||||||||||
| N/A | PC | Support for the FPC collaborative | $4,000,000 | 235 Montgomery St 1300 | San Francisco | CA | 94104 | |||||||
| Codman Square Health Center Inc | ||||||||||||||
| N/A | PC | Capital project support | $550,000 | 637 Washington St | Dorchester | MA | 02124 | |||||||
| Co-Impact The Partnership for a Breakthrough in Arab Employment Ltd (CC) | ||||||||||||||
| Hanechoshet 3 Bldg B 2nd Fl | TelAviv | IS | 6971068 | N/A | PC | Unrestricted operating support | $850,000 | |||||||
| Combined Jewish Philanthropies of Greater Boston Inc | ||||||||||||||
| N/A | PC | Support for the JCRC of Greater Boston | $250,000 | Kraft Family Building 126 High St | Boston | MA | 02110 | |||||||
| Combined Jewish Philanthropies of Greater Boston Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support and support for local agencies | $1,995,000 | Kraft Family Building 126 High St | Boston | MA | 02110 | |||||||
| Commonwealth Shakespeare Company Inc | ||||||||||||||
| N/A | PC | Support for Shakespeare on the Common | $25,000 | 101 Arch St 8th Fl | Boston | MA | 02110 | |||||||
| Community Foundation of North Central Massachusetts Inc | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $100,000 | 649 John Fitch Hwy | Fitchburg | MA | 01420 | |||||||
| Community Foundation of Sarasota County Inc | ||||||||||||||
| N/A | PC | Support for disaster relief in Florida | $50,000 | 2635 Fruitville Rd | Sarasota | FL | 34237 | |||||||
| Community Foundation of Tampa Bay Inc | ||||||||||||||
| N/A | PC | Support for disaster relief in Florida | $50,000 | 4300 W Cypress St Ste 700 | Tampa | FL | 33607 | |||||||
| Community Foundation of Western Massachusetts | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $150,000 | 333 Bridge St | Springfield | MA | 01103 | |||||||
| Community Music Center of Boston | ||||||||||||||
| N/A | PC | Capital project support | $500,000 | 34 Warren Ave | Boston | MA | 02116 | |||||||
| Community Music Center of Boston | ||||||||||||||
| N/A | PC | Unrestricted operating support | $125,000 | 34 Warren Ave | Boston | MA | 02116 | |||||||
| Community Music School of Springfield Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $40,000 | 127 State St | Springfield | MA | 01103 | |||||||
| Community Servings Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $75,000 | 179 Amory St | Jamaica Plain | MA | 02130 | |||||||
| Conservatory Lab Charter School Foundation | ||||||||||||||
| N/A | PC | Support for music education programming | $50,000 | 395 Columbia Rd | Dorchester | MA | 02125 | |||||||
| Contina Impact | ||||||||||||||
| N/A | PC | Support for a communications collaborative | $1,000,000 | 1107 9th St Ste 500 | Sacramento | CA | 95814 | |||||||
| Contina Impact | ||||||||||||||
| N/A | PC | Support for efforts to mitigate hate and violence | $175,000 | 1107 9th St Ste 500 | Sacramento | CA | 95814 | |||||||
| Contina Impact | ||||||||||||||
| N/A | PC | Support for cross-sector civic convenings and learning | $127,500 | 1107 9th St Ste 500 | Sacramento | CA | 95814 | |||||||
| Contina Impact | ||||||||||||||
| N/A | PC | Support for a safety and security infrastructure fund | $2,000,000 | 1107 9th St Ste 500 | Sacramento | CA | 95814 | |||||||
| Dana-Farber Cancer Institute Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $50 | 10 Brookline Pl W 6th Fl | Brookline | MA | 02445 | |||||||
| Dimock Community Services Corporation | ||||||||||||||
| N/A | PC | Capital project support | $250,000 | 55 Dimock St | Boston | MA | 02119 | |||||||
| Dream Machine Innovation SO Inc | ||||||||||||||
| N/A | SO I | Support for the Exodus Leadership Forum | $500,000 | 1110 N Virgil Ave Num 280 | Los Angeles | CA | 90029 | |||||||
| Eastie Farm Inc | ||||||||||||||
| N/A | PC | Capital project support | $500,000 | 6 Chelsea Ter | Boston | MA | 02128 | |||||||
| Edmond de Rothschild Partnerships | ||||||||||||||
| 15 Halamish St | Caesarea | IS | 3079504 | N/A | PC | Support for a leadership program | $250,000 | |||||||
| Edvestors Inc | ||||||||||||||
| N/A | PC | Support for the Arts Expansion Initiative | $250,000 | 142 Berkeley St Ste 410 | Boston | MA | 02116 | |||||||
| Election Trust Initiative LLC | ||||||||||||||
| N/A | PC | General initiative support | $5,000,000 | 901 E St NW | Washington | DC | 20004 | |||||||
| English for New Bostonians | ||||||||||||||
| N/A | PC | Unrestricted operating support | $135,000 | 185 Devonshire St Ste 700 | Boston | MA | 02110 | |||||||
| Environmental Defense Fund Incorporated | ||||||||||||||
| N/A | PC | Support for the EDF+Business program | $3,000,000 | 257 Park Avenue South 11th Floor | New York | NY | 10010 | |||||||
| Equal Justice Initiative | ||||||||||||||
| N/A | PC | Unrestricted operating support | $1,000,000 | 122 Commerce St | Montgomery | AL | 36104 | |||||||
| Essex County Community Foundation Inc | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $150,000 | 500 Cummings Ctr Ste 5450 | Beverly | MA | 01915 | |||||||
| Facing History and Ourselves Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $1,500,000 | 89 South St Ste 401 | Boston | MA | 02111 | |||||||
| Fay School Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $250 | 48 Main St | Southborough | MA | 01772 | |||||||
| Footsteps Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $5,000 | 114 John St 930 | New York | NY | 10272 | |||||||
| Foundation for MetroWest Inc | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $150,000 | 3 Eliot St | Natick | MA | 01760 | |||||||
| Foundation for MetroWest Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $105 | 3 Eliot St | Natick | MA | 01760 | |||||||
| Franciscan Hospital for Children Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $20,000 | 30 Warren St | Brighton | MA | 02135 | |||||||
| Freedom House Inc | ||||||||||||||
| N/A | PC | Capital project support | $250,000 | 5 Crawford St | Dorchester | MA | 02121 | |||||||
| Generation Citizen Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $500 | 115 Broadway 5th Fl | New York | NY | 10006 | |||||||
| Georgetown University | ||||||||||||||
| N/A | PC | Support for the ICAP program | $550,000 | 37th and O Streets NW | Washington | DC | 20057 | |||||||
| German Marshall Fund of the United States | ||||||||||||||
| N/A | PC | Support for the ASD program | $300,000 | 1744 R St NW | Washington | DC | 20009 | |||||||
| Girls Incorporated of Lynn | ||||||||||||||
| N/A | PC | Capital project support | $500,000 | 50 High St | Lynn | MA | 01902 | |||||||
| Girls on the Run Greater Boston | ||||||||||||||
| N/A | PC | Employee matching gift | $53 | 89 South St Ste 104 | Boston | MA | 02111 | |||||||
| GLBTQ Legal Advocates & Defenders Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $150,000 | 18 Tremont St Ste 950 | Boston | MA | 02108 | |||||||
| Greater Lowell Community Foundation Inc | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $100,000 | 100 Merrimack St Ste 202 | Lowell | MA | 01852 | |||||||
| Greater Worcester Community Foundation Inc | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $150,000 | 1 Mercantile St Ste 010 | Worcester | MA | 01608 | |||||||
| Hasoub | ||||||||||||||
| Alquds St | Arara | IS | 3002600 | N/A | PC | Unrestricted operating support | $250,000 | |||||||
| Health Care for All Inc | ||||||||||||||
| N/A | PC | Support for the TEAM UP for Children Initiative | $26,000 | 70 Franklin St Ste 500 | Boston | MA | 02110 | |||||||
| Health Care for All Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $65,000 | 70 Franklin St Ste 500 | Boston | MA | 02110 | |||||||
| Health Law Advocates Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $75,000 | 70 Franklin St Ste 500 | Boston | MA | 02110 | |||||||
| Health Resources in Action Inc | ||||||||||||||
| N/A | PC | Support for MACHW | $150,000 | 2 Boylston St 4th Fl | Boston | MA | 02116 | |||||||
| Hillel The Foundation for Jewish Campus Life | ||||||||||||||
| N/A | PC | Support for antisemitism awareness and education | $150,000 | 800 8th St NW | Washington | DC | 20001 | |||||||
| Home Funders Collaborative LLC | ||||||||||||||
| N/A | NC | To support legal and other costs incurred in documenting and implementing a services agreement with The Boston Foundation | $665 | 75 Arlington St | Boston | MA | 02116 | |||||||
| Honeymoon Israel Foundation Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $200,000 | 2406 Mt Vernon Rd Ste 130 | Dunwoody | GA | 30338 | |||||||
| Hopewell Fund | ||||||||||||||
| N/A | PC | Support for the Over Zero project | $1,000,000 | 1201 Connecticut Ave NW | Washington | DC | 20036 | |||||||
| Human Cell Atlas Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $200,000 | 415 Main St | Cambridge | MA | 02142 | |||||||
| Hyde Square Task Force Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support and music education programming | $100,000 | 30 Sunnyside St | Jamaica Plain | MA | 02130 | |||||||
| Hyde Square Task Force Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $125 | 30 Sunnyside St | Jamaica Plain | MA | 02130 | |||||||
| Immigrant Family Services Institute Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $20,000 | 1626 Blue Hill Ave | Mattapan | MA | 02126 | |||||||
| Institute for Strategic Dialogue Us | ||||||||||||||
| N/A | PC | Unrestricted operating support | $1,000,000 | 1032 15th St NW Ste 285 | Washington | DC | 20005 | |||||||
| Interfaith America | ||||||||||||||
| N/A | PC | Unrestricted operating support | $500,000 | 141 W Jackson Blvd Ste 3200 | Chicago | IL | 60604 | |||||||
| Israel Science Foundation | ||||||||||||||
| Albert Einstein Sq 43 Jabotinsky St | Jerusalem | IS | 9104001 | N/A | PC | Support for MAVRI scientific research grants | $1,053,788 | |||||||
| Israel Science Foundation | ||||||||||||||
| Albert Einstein Sq 43 Jabotinsky St | Jerusalem | IS | 9104001 | N/A | PC | Support for IPMP scientific research grants | $1,168,619 | |||||||
| Israel-America Academic Exchange | ||||||||||||||
| N/A | PC | Unrestricted operating support | $150,000 | 8383 Wilshire Blvd Ste 400 | Beverly Hills | CA | 90211 | |||||||
| Issue One | ||||||||||||||
| N/A | PC | Unrestricted operating support | $225,000 | 1401 K St NW Ste 350 | Washington | DC | 20005 | |||||||
| Itrek Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $750,000 | 1460 Broadway | New York | NY | 10036 | |||||||
| Jamie Feusner MD Centre for Addicti | ||||||||||||||
| 33 Ursula Franklin St T105 | Toronto | CA | M5S2S1 | None | I | Support for scientific research | $249,895 | Ontario | ||||||
| Jean Appolon Expressions Inc | ||||||||||||||
| N/A | PC | Capital project support | $350,000 | 33 Hubbard St Apt 1 | Malden | MA | 02148 | |||||||
| Jewish Arts Collaborative Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 1320 Centre St Ste 201 | Newton Center | MA | 02459 | |||||||
| Jewish Council on Urban Affairs | ||||||||||||||
| N/A | PC | Employee matching gift | $180 | 4411 N Ravenswood Ave Ste 300 | Chicago | IL | 60640 | |||||||
| Jewish Family & Children's Service | ||||||||||||||
| N/A | PC | Unrestricted operating support | $350,000 | 1430 Main St | Waltham | MA | 02451 | |||||||
| Jewish Funders Network | ||||||||||||||
| N/A | PC | Support for CANVAS | $150,000 | 150 W 30th St Ste 900 | New York | NY | 10001 | |||||||
| Jewish Funders Network | ||||||||||||||
| N/A | PC | Support for the Social Venture Fund | $60,000 | 150 W 30th St Ste 900 | New York | NY | 10001 | |||||||
| Jewish Funders Network | ||||||||||||||
| N/A | PC | Support for the Social Venture Fund's disaster relief in Northern Israel | $200,000 | 150 W 30th St Ste 900 | New York | NY | 10001 | |||||||
| Jewish Funders Network | ||||||||||||||
| N/A | PC | Unrestricted operating support in the US and Israel; convening support | $100,000 | 150 W 30th St Ste 900 | New York | NY | 10001 | |||||||
| Jewish Story Partners | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | 546 Alandele Ave | Los Angeles | CA | 90036 | |||||||
| Jewish Vocational Service Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | 75 Federal St 3rd Fl | Boston | MA | 02110 | |||||||
| Jewish Women's Archive Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $25,000 | 1860 Washington St Ste 204 | Auburndale | MA | 02466 | |||||||
| Joy of Music Program Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $50,000 | 1 Gorham St | Worcester | MA | 01605 | |||||||
| Judge Baker Children's Center | ||||||||||||||
| N/A | PC | Unrestricted operating support | $20,000 | 53 Parker Hill Ave | Boston | MA | 02120 | |||||||
| Kav Mashve | ||||||||||||||
| 39 Haatzmaut Road PO Box 33699 | Haifa | IS | 3133901 | N/A | PC | Unrestricted operating support | $100,000 | |||||||
| Keren Shituf Tormim (Keshet) DAF Ba'am | ||||||||||||||
| Shfayim Center 2nd Fl PO Box 376 | Shfayim | IS | 60990 | N/A | PC | Support for a rebuilding planning process | $200,000 | |||||||
| Keren Shituf Tormim (Keshet) DAF Ba'am | ||||||||||||||
| Shfayim Center 2nd Fl PO Box 376 | Shfayim | IS | 60990 | N/A | PC | Support for spaces for dialogue | $780,000 | |||||||
| Keren Shituf Tormim (Keshet) DAF Ba'am | ||||||||||||||
| Shfayim Center 2nd Fl PO Box 376 | Shfayim | IS | 60990 | N/A | PC | Support to develop a physician-researcher appointment program | $185,686 | |||||||
| Keren Shituf Tormim (Keshet) DAF Ba'am | ||||||||||||||
| Shfayim Center 2nd Fl PO Box 376 | Shfayim | IS | 60990 | N/A | PC | Unrestricted operating support | $120,000 | |||||||
| Keshet Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 1860 Washington St | Newton | MA | 02466 | |||||||
| Lambda Legal Defense and Education Fund Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 120 Wall St 19th Fl | New York | NY | 10005 | |||||||
| Lawyers for Civil Rights Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $150,000 | 61 Batterymarch St 5th Fl | Boston | MA | 02110 | |||||||
| Leadership Conference Education Fund Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $150,000 | 1620 L St NW Ste 1100 | Washington | DC | 20036 | |||||||
| Leket Israel | ||||||||||||||
| 11 HaSadna PO Box 2297 | Raanana | IS | 43650-06 | N/A | PC | Unrestricted operating support | $60,000 | |||||||
| Longwood Symphony Orchestra Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $25,000 | 35 Webster St | West Newton | MA | 02465 | |||||||
| Loon Echo Land Trust Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $103 | 8 Depot St Ste 4 | Bridgton | ME | 04009 | |||||||
| Louis D Brown Peace Institute Corporation | ||||||||||||||
| N/A | PC | Capital project support | $250,000 | 15 Christopher St | Dorchester | MA | 02122 | |||||||
| Lowell Catholic | ||||||||||||||
| N/A | PC | Support for musical instruments and equipment | $20,000 | 530 Stevens St | Lowell | MA | 01851 | |||||||
| Lynn Arts Inc | ||||||||||||||
| N/A | PC | Capital project support | $250,000 | 590 Washington St | Lynn | MA | 01901 | |||||||
| Making Music Matters Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $75,000 | PO Box 320442 | West Roxbury | MA | 02132 | |||||||
| Maoz-Seal | ||||||||||||||
| Hamelacha 4 | Lod | IS | 7182008 | N/A | PC | Unrestricted operating support | $750,000 | |||||||
| Margarita Muniz Academy Foundation Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $10,000 | 20 Child St | Jamaica Plain | MA | 02130 | |||||||
| Massachusetts Immigrant and Refugee Advocacy Coalition Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 69 Canal St Unit 3 | Boston | MA | 02114 | |||||||
| Massachusetts Immigrant and Refugee Advocacy Coalition Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $110 | 69 Canal St Unit 3 | Boston | MA | 02114 | |||||||
| Massachusetts Legal Assistance Corporation | ||||||||||||||
| N/A | PC | Unrestricted operating and legal assistance support | $600,000 | 18 Tremont St Ste 1010 | Boston | MA | 02108 | |||||||
| Massachusetts Society for the Prevention of Cruelty to Children | ||||||||||||||
| N/A | PC | Support for the Children's Mental Health Campaign | $50,000 | 125 Hartwell Ave | Lexington | MA | 02421 | |||||||
| Massachusetts Voter Education Network Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $25,000 | 55 Roxbury St 191746 | Boston | MA | 02119 | |||||||
| Masscreative Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $50,000 | 15 Channel Center St Ste 103 | Boston | MA | 02210 | |||||||
| Matan - Investing in the Community | ||||||||||||||
| 33 Yaavets St | Tel Aviv | IS | 6525832 | N/A | PC | Support for the Bridging Insights initiative | $125,000 | |||||||
| Meadowbrook Waldorf Association | ||||||||||||||
| N/A | PC | Employee matching gift | $52 | 300 Kingstown Rd | West Kingstown | RI | 02892 | |||||||
| Medecins Sans Frontiers Usa Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $200 | 40 Rector St 16th Fl | New York | NY | 10006 | |||||||
| Meridian Academy Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $75 | 54 Brookside Ave | Jamaica Plain | MA | 02130 | |||||||
| Merrimack Valley Food Bank Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $60,000 | 735 Broadway St | Lowell | MA | 01854 | |||||||
| METCO Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $257 | 11 Roxbury St | Roxbury | MA | 02119 | |||||||
| Music and Youth Initiative Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $30,000 | 935 Great Plain Ave 224 | Needham | MA | 02492 | |||||||
| Musiconnects Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $10,000 | 4258 Washington St Ste 8 | Roslindale | MA | 02131 | |||||||
| NAACP Legal Defense and Educational Fund Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $1,000,000 | 40 Rector St 5th Fl | New York | NY | 10006 | |||||||
| National Center for Lesbian Rights | ||||||||||||||
| N/A | PC | Unrestricted operating support | $100,000 | 1401 21st St 11548 | Sacramento | CA | 95811 | |||||||
| National Center for Transgender Equality | ||||||||||||||
| N/A | PC | Unrestricted operating and merger support | $125,000 | 228 Park Ave South Suite 38268 | New York | NY | 10003 | |||||||
| National Consumer Law Center Inc | ||||||||||||||
| N/A | PC | Support for Project Stay Connected | $35,000 | 7 Winthrop Sq | Boston | MA | 02110 | |||||||
| National Philanthropic Trust | ||||||||||||||
| N/A | PC | Support for the See No Stranger, See No Enemy Accelerator Fund | $1,000,000 | 165 Township Line Rd Ste 150 | Jenkintown | PA | 19046 | |||||||
| NECHAMA-Jewish Disaster Response | ||||||||||||||
| N/A | PC | Support for disaster relief in North Carolina | $25,000 | PO Box 17249 | Saint Paul | MN | 55117 | |||||||
| Neo Philanthropy Inc | ||||||||||||||
| N/A | PC | Support for the State Infrastructure Fund | $250,000 | 1001 Ave of Americas 12th Fl | New York | NY | 10018 | |||||||
| New Hampshire Public Radio Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $290 | 2 Pillsbury St 6th Fl | Concord | NH | 03301 | |||||||
| New North Citizens Council Inc | ||||||||||||||
| N/A | PC | Capital project support | $500,000 | 2455 Main St | Springfield | MA | 01109 | |||||||
| New Venture Fund | ||||||||||||||
| N/A | PC | Support for civic participation | $1,500,000 | 1828 L St NW Ste 300-A | Washington | DC | 20036 | |||||||
| New Venture Fund | ||||||||||||||
| N/A | PC | Support for civic participation | $3,500,000 | 1828 L St NW Ste 300-A | Washington | DC | 20036 | |||||||
| News Literacy Project Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $50,000 | 5335 Wisconsin Ave NW Ste 440 | Washington | DC | 20015 | |||||||
| NGO Information Sharing and Analysis Center Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | PO BOX 150684 | Alexandria | VA | 22315 | |||||||
| Noble and Greenough School | ||||||||||||||
| N/A | PC | Employee matching gift | $700 | 10 Campus Dr | Dedham | MA | 02026 | |||||||
| North Adams Public Schools | ||||||||||||||
| N/A | GOV | Support for musical instruments and equipment | $10,419 | Treasurers Office 10 Main St | North Adams | MA | 01247 | |||||||
| North Carolina Community Foundation Inc | ||||||||||||||
| N/A | PC | Support for disaster relief in North Carolina | $100,000 | 3737 Glenwood Ave Ste 460 | Raleigh | NC | 27612 | |||||||
| Nurtury Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $250 | 2201 Washington St Ste 306 | Roxbury | MA | 02119 | |||||||
| Ogen - Free Loan Fund (RA) | ||||||||||||||
| 17 Nakhum Khaftsadi St | Jerusalem | IS | 9548400 | N/A | PC | Support for work to advance Arab society | $550,000 | |||||||
| Ogen - Free Loan Fund (RA) | ||||||||||||||
| 17 Nakhum Khaftsadi St | Jerusalem | IS | 9548400 | N/A | PC | Support for disaster relief in Israel | $250,000 | |||||||
| Pakachoag Music School of Greater Worcester | ||||||||||||||
| N/A | PC | Unrestricted operating support | $10,000 | 10 Irving St | Worcester | MA | 01609 | |||||||
| Pan Massachusetts Challenge Trust | ||||||||||||||
| N/A | PC | Employee matching gift | $308 | 77 Fourth Ave | Needham | MA | 02494 | |||||||
| Pathways Children's School | ||||||||||||||
| N/A | PC | Employee matching gift | $250 | 1330 5th Ave Ground Fl | New York | NY | 10026 | |||||||
| PBS Foundation | ||||||||||||||
| N/A | SO I | Support for a documentary television series | $375,000 | 1225 South Clark St | Arlington | VA | 22202 | |||||||
| Perkins School for the Blind | ||||||||||||||
| N/A | PC | Support for music education programming | $40,000 | 175 North Beacon St | Watertown | MA | 02472 | |||||||
| Philanthropy Massachusetts Inc | ||||||||||||||
| N/A | PC | Support for strategic planning | $25,000 | 133 Federal St Ste 802 | Boston | MA | 02110 | |||||||
| Pierce School Parent Teacher Organization | ||||||||||||||
| N/A | PC | Employee matching gift | $200 | 50 School St | Brookline | MA | 02446 | |||||||
| Pine Street Inn Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $500,000 | 444 Harrison Ave | Boston | MA | 02118 | |||||||
| Planned Parenthood of Mar Monte Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $52 | 1691 The Alameda | San Jose | CA | 95126 | |||||||
| Postpartum Support International | ||||||||||||||
| N/A | PC | Employee matching gift | $106 | 6706 SW 54th Ave | Portland | OR | 97219 | |||||||
| President and Trustees of Bates College | ||||||||||||||
| N/A | PC | Employee matching gift | $2,500 | 2 Andrew Rd 216 Lane Hall | Lewiston | ME | 04240 | |||||||
| Project Bread - The Walk for Hunger Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $125,000 | 145 Border St | East Boston | MA | 02128 | |||||||
| Project Citizenship Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $30,000 | 11 Beacon St Suite 1210 | Boston | MA | 02108 | |||||||
| Project STEP Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $40,000 | Symphony Hall 301 Massachusetts Ave | Boston | MA | 02115 | |||||||
| Protect Democracy Project | ||||||||||||||
| N/A | PC | Unrestricted operating support | $1,500,000 | 2020 Pennsylvania Ave NW Ste 163 | Washington | DC | 20006 | |||||||
| Qudra - Arab Philanthropists Network (RA) | ||||||||||||||
| Paul VI 100 | Nazareth | IS | 1623785 | N/A | PC | Unrestricted operating support | $125,000 | |||||||
| Reichman University (CC) | ||||||||||||||
| HaUniversita 8 | Herzliya | IS | 4610101 | N/A | PC | Support for the Center for Economic Policy | $100,000 | Tel Aviv | ||||||
| Reporters Committee for Freedom of the Press | ||||||||||||||
| N/A | PC | Unrestricted operating support | $500,000 | 1156 15th St NW Ste 1020 | Washington | DC | 20005 | |||||||
| Rian Immigrant Center Inc | ||||||||||||||
| N/A | PC | Support for MIC | $750,000 | 1 State St 8th Fl | Boston | MA | 02109 | |||||||
| Roca Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | 101 Park St | Chelsea | MA | 02150 | |||||||
| Rose Conservatory | ||||||||||||||
| N/A | PC | Support for musical instruments and accessories | $10,324 | 1350 Pleasant St | Brockton | MA | 02302 | |||||||
| Saint John Paul II Catholic Academy Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $40,000 | 2200 Dorchester Ave | Dorchester | MA | 02124 | |||||||
| SD Foundation | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | 611 Pennsylvania Ave SE | Washington | DC | 20003 | |||||||
| Search for Common Ground | ||||||||||||||
| N/A | PC | Support for state-level resiliency networks | $750,000 | 1730 Rhode Island Ave NW Ste 1101 | Washington | DC | 20036 | |||||||
| Search for Common Ground | ||||||||||||||
| N/A | PC | Unrestricted operating support for work in the US | $250,000 | 1730 Rhode Island Ave NW Ste 1101 | Washington | DC | 20036 | |||||||
| Sikkuy-Aufoq - for a Shared and Equal Society | ||||||||||||||
| 77 Allenby Road | Haifa | IS | 3566434 | N/A | PC | Unrestricted operating support | $125,000 | Galilee | ||||||
| Soccer Unity Project Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $104 | PO Box 180833 | Boston | MA | 02118 | |||||||
| Social Innovation Forum Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $100 | 77 Franklin St Fl 9 | Boston | MA | 02110 | |||||||
| Sociedad Latina Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $50,000 | 1530 Tremont St | Roxbury | MA | 02120 | |||||||
| Somos Amigos Medical Mission | ||||||||||||||
| N/A | PC | Employee matching gift | $250 | PO Box 2351 | Saratoga | CA | 95070 | |||||||
| Southcoast Community Foundation Inc | ||||||||||||||
| N/A | PC | Flexible support for current community needs | $150,000 | 350 Union St | New Bedford | MA | 02740 | |||||||
| St Johns Preparatory School Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $350 | 72 Spring Street | Danvers | MA | 01923 | |||||||
| States United Democracy Center Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $1,000,000 | 1101 17th St NW Ste 250 | Washington | DC | 20036 | |||||||
| Stichting European Climate Foundation | ||||||||||||||
| Riviervismarkt 5 | The Hague | NL | 2513 AM | N/A | PC | Support for the PIE initiative | $3,000,000 | |||||||
| Teach for America Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $25,000 | 50 Milk St 16th Fl | Boston | MA | 02109 | |||||||
| Tedy's Team Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $100 | 72a Taunton St Unit 101 | Plainville | MA | 02762 | |||||||
| Tel-Aviv University | ||||||||||||||
| Carter Building Ramat Aviv Rm 108 | TelAviv | IS | 6997801 | N/A | PC | Support for the First Steps program | $100,000 | |||||||
| Temple Hillel B'nai Torah | ||||||||||||||
| N/A | PC | Employee matching gift | $4,370 | 120 Corey St | West Roxbury | MA | 02132 | |||||||
| The Associated Jewish Federation of Baltimore Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $103 | 101 W Mount Royal Ave | Baltimore | MD | 21201 | |||||||
| The Boston Education Development Foundation Inc | ||||||||||||||
| N/A | PC | Support for musical instruments and equipment | $11,124 | 6 Roxbury St | Roxbury | MA | 02119 | |||||||
| The Boston Private Industry Council Inc | ||||||||||||||
| N/A | PC | Support for the School-to-Career Program | $35,000 | 2 Oliver St Fl 3 | Boston | MA | 02109 | |||||||
| The Davidson Institute of Science Education | ||||||||||||||
| 234 Herzl St PO Box 26 | Rehovot | IS | 7610001 | N/A | PC | Support for science education programming | $240,000 | |||||||
| The Food Bank of Western Massachusetts Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $60,000 | 25 Carew St | Chicopee | MA | 01020 | |||||||
| The Greater Boston Food Bank Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $135,000 | 70 South Bay Ave | Boston | MA | 02118 | |||||||
| The Hebrew University of Jerusalem | ||||||||||||||
| Mt Scopus Campus | Jerusalem | IS | 9190501 | N/A | PC | Support for aChord: Social Psychology for Social Change | $200,000 | |||||||
| The Lenny Zakim Fund Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | c/o DLA Piper 33 Arch St 26th Fl | Boston | MA | 02110 | |||||||
| The McLean Hospital Corporation | ||||||||||||||
| N/A | PC | Unrestricted operating support | $25,000 | 115 Mill St Mail Stop 126 | Belmont | MA | 02478 | |||||||
| The Miami Foundation Inc | ||||||||||||||
| N/A | PC | Support for the Legal Clinics Fund | $400,000 | 40 NW 3rd St Ste 305 | Miami | FL | 33128 | |||||||
| The Portland Trust | ||||||||||||||
| 54 Portland Pl | London | UK | W1B 1DY | N/A | PC | Support for economic development projects | $300,000 | |||||||
| The Project on Government Oversight Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $500,000 | 1100 13th St NW Ste 800 | Washington | DC | 20005 | |||||||
| The SchwartzReisman Science Education Center Rehovot (RA) | ||||||||||||||
| Herzl St 234 PO Box 26 | Rohovot | IS | 76306 | N/A | PC | To support the advancement of Arab Israeli students and capital project support | $2,800,000 | |||||||
| The Urban Farming Institute of Boston Inc | ||||||||||||||
| N/A | PC | Capital project support | $200,000 | 487 Norfolk St | Mattapan | MA | 02126 | |||||||
| Third Sector New England Inc | ||||||||||||||
| N/A | PC | Support for civic engagement projects | $175,000 | 89 South St Ste 700 | Boston | MA | 02111 | |||||||
| Third Sector New England Inc | ||||||||||||||
| N/A | PC | Capital project support | $600,000 | 89 South St Ste 700 | Boston | MA | 02111 | |||||||
| Tsofen High Technology Centers Ltd | ||||||||||||||
| Hawa Building 14 Wadi El Haj | Nazareth | IS | 1603611 | N/A | PC | Unrestricted operating support | $75,000 | HaZafon | ||||||
| United States Holocaust Memorial Museum | ||||||||||||||
| N/A | PC | Unrestricted operating support | $150,000 | 100 Raoul Wallenberg Pl SW | Washington | DC | 200242126 | |||||||
| Upstream Usa Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $725,000 | 2 Oliver St Ste 402 | Boston | MA | 02109 | |||||||
| Vietnamese American Initiative for Development Inc | ||||||||||||||
| N/A | PC | Capital project support | $250,000 | 42 Charles St Ste E | Boston | MA | 02122 | |||||||
| Walker Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $500 | 1968 Central Ave | Needham | MA | 02492 | |||||||
| Washington Institute for Near East Policy | ||||||||||||||
| N/A | PC | Unrestricted operating support | $125,000 | 1111 19th St NW Ste 500 | Washington | DC | 20036 | |||||||
| West End House Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $50,000 | 105 Allston St | Allston | MA | 02134 | |||||||
| William J Brennan Jr Center for Justice Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | 120 Bdwy Ste 1750 | New York | NY | 10271 | |||||||
| Worcester Art Museum | ||||||||||||||
| N/A | PC | Unrestricted operating support | $85,000 | 55 Salisbury St | Worcester | MA | 01609 | |||||||
| Worcester Chamber Music Society Inc | ||||||||||||||
| N/A | PC | Support for music education programming | $20,000 | 323 Main St | Worcester | MA | 01608 | |||||||
| Worcester County Food Bank Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $60,000 | 474 Boston Tpke | Shrewsbury | MA | 01545 | |||||||
| World Central Kitchen Inc | ||||||||||||||
| N/A | PC | Support for disaster relief in Ukraine | $50,000 | 655 New York Ave NW 6th Fl | Washington | DC | 20001 | |||||||
| Yad Vashem Jerusalem | ||||||||||||||
| 4 Har Hazikaron PO Box 3477 | Jerusalem | IS | 9103401 | N/A | PC | Unrestricted operating support | $150,000 | |||||||
| Year Up Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | 45 Milk St 2nd Fl | Boston | MA | 02109 | |||||||
| Young Mens Christian Association Camp Belknap | ||||||||||||||
| N/A | PC | Employee matching gift | $106 | PO Box 1546 | Wolfeboro | NH | 03894 | |||||||
| Young Womens Christian Association of Newburyport | ||||||||||||||
| N/A | PC | Employee matching gift | $206 | 13 Market St | Newburyport | MA | 01950 | |||||||
| Youth Job Center Inc | ||||||||||||||
| N/A | PC | Employee matching gift | $103 | 1114 Church St | Evanston | IL | 60201 | |||||||
| Youth Villages Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support in New England | $500,000 | 3320 Brother Blvd | Memphis | TN | 38133 | |||||||
| ZUMIX Inc | ||||||||||||||
| N/A | PC | Unrestricted operating support | $75,000 | 260 Sumner St | East Boston | MA | 02128 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,184,561 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Adolescent Consultation Services Inc | |||||||||||||
| 189 Cambridge St | Cambridge | MA | 02141 | N/A | PC | Unrestricted operating support | $40,000 | ||||||
| AlBayader for Social Economic Development Ltd | |||||||||||||
| N/A | PC | Unrestricted operating and organizational infrastructure support | $700,000 | Nazareth Industrial Park Mt | Precipice Rd 2015 | Nazareth | IS | 16000 | |||||
| American Jewish World Service Inc | |||||||||||||
| 45 W 36th St | New York | NY | 10018 | N/A | PC | Support for international grantmaking programs | $350,000 | ||||||
| Berklee College of Music Inc | |||||||||||||
| 1140 Boylston St MS-1140 IA | Boston | MA | 02215 | N/A | PC | Support for META fellowship program | $320,000 | ||||||
| Boston Food Forest Coalition | |||||||||||||
| 76 Weld Hill St | Jamaica Plain | MA | 02130 | N/A | PC | Capital project support | $500,000 | ||||||
| Boston Medical Center Corporation | |||||||||||||
| One Boston Medical Center Pl | Boston | MA | 02118 | N/A | PC | Unrestricted operating support | $30,000 | ||||||
| Boston Medical Center Corporation | |||||||||||||
| One Boston Medical Center Pl | Boston | MA | 02118 | N/A | PC | Support for the TEAM UP for Children Initiative | $8,100,000 | ||||||
| Boston Music Project Inc | |||||||||||||
| 885 Washington St | Boston | MA | 02118 | N/A | PC | Unrestricted operating support | $100,000 | ||||||
| Boston Youth Symphony Orchestras Inc | |||||||||||||
| 855 Commonwealth Ave | Boston | MA | 02215 | N/A | PC | Support for music education programming | $300,000 | ||||||
| Boys & Girls Club of Lynn | |||||||||||||
| 25 N Common St | Lynn | MA | 01902 | N/A | PC | Capital project support | $500,000 | ||||||
| Brigham & Women's Hospital | |||||||||||||
| 75 Francis St | Boston | MA | 02115 | N/A | PC | Support for Ariadne Labs | $500,000 | ||||||
| Brockton Public Schools | |||||||||||||
| 43 Crescent Street | Brockton | MA | 02301 | N/A | GOV | Support for musical instruments | $30,000 | ||||||
| Center for Election Innovation & Research | |||||||||||||
| 1120 Connecticut Ave NW Ste 1040 | Washington | DC | 20036 | N/A | PC | Unrestricted operating support | $100,000 | ||||||
| Childrens Investment Fund Inc | |||||||||||||
| 18 Tremont St Ste 500 | Boston | MA | 02108 | N/A | PC | Unrestricted operating support | $100,000 | ||||||
| City Strings Inc | |||||||||||||
| PO Box 192120 | Roxbury | MA | 02119 | N/A | PC | Unrestricted operating support | $25,000 | ||||||
| Co-Impact The Partnership for a Breakthrough in Arab Employment Ltd (CC) | |||||||||||||
| N/A | PC | Unrestricted operating support | $1,850,000 | Hanechoshet 3 Bldg B 2nd Fl | TelAviv | IS | 6971068 | ||||||
| Community Music Center of Boston | |||||||||||||
| 34 Warren Ave | Boston | MA | 02116 | N/A | PC | Capital project support | $250,000 | ||||||
| Community Music Center of Boston | |||||||||||||
| 34 Warren Ave | Boston | MA | 02116 | N/A | PC | Unrestricted operating support | $250,000 | ||||||
| Community Servings Inc | |||||||||||||
| 179 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | Unrestricted operating support | $75,000 | ||||||
| Dream Machine Innovation SO Inc | |||||||||||||
| 1110 N Virgil Ave Num 280 | Los Angeles | CA | 90029 | N/A | SO I | Support for the Exodus Leadership Forum | $500,000 | ||||||
| Environmental Defense Fund Incorporated | |||||||||||||
| 257 Park Avenue South 11th Floor | New York | NY | 10010 | N/A | PC | Support for the EDF+Business program | $6,000,000 | ||||||
| Facing History and Ourselves Inc | |||||||||||||
| 89 South St Ste 401 | Boston | MA | 02111 | N/A | PC | Unrestricted operating support | $1,000,000 | ||||||
| Georgetown University | |||||||||||||
| 37th and O Streets NW | Washington | DC | 20057 | N/A | PC | Support for the ICAP program | $300,000 | ||||||
| Health Resources in Action Inc | |||||||||||||
| 2 Boylston St 4th Fl | Boston | MA | 02116 | N/A | PC | Support for MACHW | $150,000 | ||||||
| Institute for Strategic Dialogue Us | |||||||||||||
| 1032 15th St NW Ste 285 | Washington | DC | 20005 | N/A | PC | Unrestricted operating support | $500,000 | ||||||
| Israel Science Foundation | |||||||||||||
| N/A | PC | Support for MAVRI scientific research grants | $4,500,000 | Albert Einstein Sq 43 Jabotinsky St | Jerusalem | IS | 9104001 | ||||||
| Israel-America Academic Exchange | |||||||||||||
| 8383 Wilshire Blvd Ste 400 | Beverly Hills | CA | 90211 | N/A | PC | Unrestricted operating support | $150,000 | ||||||
| Jewish Story Partners | |||||||||||||
| 546 Alandele Ave | Los Angeles | CA | 90036 | N/A | PC | Unrestricted operating support | $250,000 | ||||||
| Joy of Music Program Inc | |||||||||||||
| 1 Gorham St | Worcester | MA | 01605 | N/A | PC | Unrestricted operating support | $50,000 | ||||||
| Keren Shituf Tormim (Keshet) DAF Ba'am | |||||||||||||
| N/A | PC | Support to develop a physician-researcher appointment program | $3,614,314 | Shfayim Center 2nd Fl PO Box 376 | Shfayim | IS | 60990 | ||||||
| Keren Shituf Tormim (Keshet) DAF Ba'am | |||||||||||||
| N/A | PC | Unrestricted operating support | $300,000 | Shfayim Center 2nd Fl PO Box 376 | Shfayim | IS | 60990 | ||||||
| Keshet Inc | |||||||||||||
| 1860 Washington St | Newton | MA | 02466 | N/A | PC | Unrestricted operating support | $100,000 | ||||||
| Lawyers for Civil Rights Inc | |||||||||||||
| 61 Batterymarch St 5th Fl | Boston | MA | 02110 | N/A | PC | Unrestricted operating support | $150,000 | ||||||
| Massachusetts Immigrant and Refugee Advocacy Coalition Inc | |||||||||||||
| 69 Canal St Unit 3 | Boston | MA | 02114 | N/A | PC | Unrestricted operating support | $100,000 | ||||||
| Pine Street Inn Inc | |||||||||||||
| 444 Harrison Ave | Boston | MA | 02118 | N/A | PC | Unrestricted operating support | $500,000 | ||||||
| Project STEP Inc | |||||||||||||
| Symphony Hall 301 Massachusetts Ave | Boston | MA | 02115 | N/A | PC | Unrestricted operating support | $80,000 | ||||||
| Qudra - Arab Philanthropists Network (RA) | |||||||||||||
| N/A | PC | Unrestricted operating support | $250,000 | Paul VI 100 | Nazareth | IS | 1623785 | ||||||
| Reichman University (CC) | |||||||||||||
| N/A | PC | Support for the Center for Economic Policy | $100,000 | HaUniversita 8 | Herzliya | IS | 4610101 | Tel Aviv | |||||
| Reporters Committee for Freedom of the Press | |||||||||||||
| 1156 15th St NW Ste 1020 | Washington | DC | 20005 | N/A | PC | Unrestricted operating support | $250,000 | ||||||
| States United Democracy Center Inc | |||||||||||||
| 1101 17th St NW Ste 250 | Washington | DC | 20036 | N/A | PC | Unrestricted operating support | $1,000,000 | ||||||
| The Boston Education Development Foundation Inc | |||||||||||||
| 6 Roxbury St | Roxbury | MA | 02119 | N/A | PC | Support for musical instruments and equipment | $13,876 | ||||||
| The Hebrew University of Jerusalem | |||||||||||||
| N/A | PC | Support for aChord: Social Psychology for Social Change | $200,000 | Mt Scopus Campus | Jerusalem | IS | 9190501 | ||||||
| The McLean Hospital Corporation | |||||||||||||
| 115 Mill St Mail Stop 126 | Belmont | MA | 02478 | N/A | PC | Unrestricted operating support | $25,000 | ||||||
| The Project on Government Oversight Inc | |||||||||||||
| 1100 13th St NW Ste 800 | Washington | DC | 20005 | N/A | PC | Unrestricted operating support | $500,000 | ||||||
| Worcester Chamber Music Society Inc | |||||||||||||
| 323 Main St | Worcester | MA | 01608 | N/A | PC | Support for music education programming | $20,000 | ||||||
| Yad Vashem Jerusalem | |||||||||||||
| N/A | PC | Unrestricted operating support | $150,000 | 4 Har Hazikaron PO Box 3477 | Jerusalem | IS | 9103401 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $34,873,190 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest income from PRI | Desc |
| Related Or Exempt Function Incm | $19,894 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,017,767 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,947,647 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,586,822 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| From Sch K-1 (Form 1065) | 525990 | -$277,760 | 14 | $20,120,632 |
| Foreign dividends | 14 | $6,410,488 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,669,887 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,305,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,894 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,995,257 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Home 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Seth A Klarman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171627 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Equipment | 2020-11-10 | $175,365 | $93,272 | SL | 3.000000000000 | $38,666 | $0 |
| Furniture | 2016-11-01 | $456,233 | $456,233 | SL | 5.000000000000 | $0 | $0 |
| Leasehold improvements | 2017-12-03 | $777,294 | $595,433 | SL | 10.000000000000 | $77,832 | $0 |
| Software | 2020-12-15 | $149,518 | $149,518 | SL | 3.000000000000 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Home Funders Collaborative LLC (Home Funders) | |||||||||||
| 75 Arlington St 3rd Floor | Boston | MA | 02115 | 2009-06-10 | $2,000,000 | The 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. | $2,000,000 | To the knowledge of the grantor, no funds have been diverted. | 3/27/24, 6/26/24, 9/25/24, 12/11/24 | 2024-12-11 | The 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 Floor | Boston | MA | 02115 | 2023-11-30 | $3,768 | To 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. | $3,768 | To the knowledge of the grantor, no funds have been diverted. | 7/15/24 | 2024-07-15 | The 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 Floor | Boston | MA | 02115 | 2024-01-26 | $665 | To 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. | $665 | To the knowledge of the grantor, no funds have been diverted. | 7/15/24 | 2024-07-15 | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBTI K-1 Capital Gain excluded from Part IV and Part I, Ln 7 | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $2,947,647 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $2,947,647 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 83North II Limited Partnership | AT COST | $898,981 | $1,839,484 |
| Abrams Capital Partners I, LP | AT 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, LP | AT COST | $22,782,127 | $46,553,397 |
| Abrams Capital Partners II, LP (distribution receivable) | AT COST | $4,300,000 | $4,300,000 |
| Amiti III, LP | AT COST | $1,935,026 | $1,861,176 |
| Ansa Capital Fund I, LP | AT COST | $1,471,728 | $1,545,156 |
| Arbiter Special Opportunities Fund II, LP | AT COST | $21,525,478 | $14,396,901 |
| Attestor Value Fund, LP | AT COST | $57,211,286 | $65,307,496 |
| Banner Ridge Secondary Fund IV, LP | AT COST | $9,579,245 | $19,666,464 |
| Banner Ridge Secondary Fund V (Offshore), LP | AT COST | $4,327,837 | $6,057,625 |
| Baupost Value Partners, LP IV | AT COST | $52,964,000 | $54,146,451 |
| Berkshire Fund IX-A (IND), LP | AT COST | $1,643,615 | $2,928,061 |
| Berkshire Fund VII, LP | AT COST | $454 | $20,997 |
| Berkshire Fund VIII (IND), LP | AT COST | $312,425 | $476,325 |
| Berkshire Fund X-A (IND), LP | AT COST | $3,481,419 | $4,340,257 |
| BoxGroup Five, LP | AT COST | $4,041,597 | $6,206,234 |
| BoxGroup Four, LP | AT COST | $3,862,172 | $10,464,103 |
| BoxGroup More, LP | AT COST | $4,296,495 | $7,913,942 |
| BoxGroup Strive, LP | AT COST | $4,440,259 | $5,980,337 |
| Breakthrough Energy Ventures II, LP | AT COST | $7,560,911 | $12,663,866 |
| Breakthrough Energy Ventures III, LP | AT COST | $477,480 | $469,173 |
| Brizo Partners, LP | AT COST | $2,905,720 | $3,301,676 |
| Celsius Therapeutics (distribution receivable) | AT COST | $115,400 | $115,400 |
| Commodore Capital Offshore Ltd | AT COST | $18,150,801 | $37,092,957 |
| Crow's Nest Holdings Offshore Fund, Ltd | AT COST | $10,000,000 | $8,290,958 |
| Cue Ball Capital, LP | AT COST | $1,832,913 | $1,202,442 |
| EcoR1 Capital Fund, LP | AT COST | $20,747,112 | $19,001,290 |
| EcoR1 Venture Opportunity Fund, LP | AT 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, LP | AT COST | $1,400,578 | $1,712,639 |
| Ex/ante Fund I, LP | AT COST | $257,844 | $316,805 |
| FIMI Opportunity 6, LP | AT COST | $3,601,866 | $6,833,000 |
| FIMI Opportunity 7, LP | AT COST | $3,970,399 | $7,346,000 |
| FIMI Opportunity V, LP | AT COST | $851,336 | $1,920,000 |
| Finepoint Capital Partners II, LP | AT COST | $582,977 | $845,051 |
| Finepoint Capital Partners II, LP (distribution receivable) | AT COST | $35,265 | $35,265 |
| Flagship Pioneering Fund VII, LP | AT COST | $3,862,207 | $5,679,247 |
| Flagship Pioneering Fund VIII, LP | AT COST | $181,999 | $177,867 |
| Flare Capital Partners I, LP | AT COST | $826,999 | $3,789,750 |
| Flare Capital Partners II, LP | AT COST | $1,525,477 | $2,200,743 |
| Flare Capital Partners III, LP | AT COST | $440,320 | $457,697 |
| Flybridge Capital Partners III, LP | AT COST | $0 | $219,739 |
| Flybridge Capital Partners IV, LP | AT COST | $585,094 | $3,330,487 |
| Grove Opportunity Fund I LP | AT COST | $1,176,471 | $1,567,591 |
| Grove Ventures III, LP | AT COST | $1,736,069 | $1,857,802 |
| Kensico Offshore Fund | AT COST | $7,685,098 | $22,867,365 |
| Kensico Offshore Fund (distribution receivable) | AT COST | $2,100,000 | $2,100,000 |
| Magma Venture Capital III Fund | AT COST | $1,051,058 | $14,027,454 |
| Magma Venture Capital IV Fund | AT COST | $3,078,797 | $8,593,510 |
| Mavik Real Estate Special Opportunities Fund LP | AT COST | $13,917,012 | $13,551,847 |
| MFN Partners, LP | AT COST | $54,521,767 | $97,986,278 |
| Newtyn TE Partners | AT COST | $18,631,046 | $23,900,843 |
| Newtyn TE Partners (distribution receivable) | AT COST | $2,655,649 | $2,655,649 |
| Pillar III-B, LP | AT COST | $4,209,395 | $4,834,989 |
| Pitango Growth Fund I, LP | AT COST | $1,824,042 | $4,762,859 |
| Pitango Healthtech Fund I, LP | AT COST | $1,727,020 | $1,599,506 |
| Pitango Venture Capital Fund VI, LP | AT COST | $1,088,410 | $4,380,534 |
| Pitango Venture Capital Fund VII, LP | AT COST | $1,757,402 | $4,376,278 |
| Pitango Venture Capital Fund VIII, LP | AT COST | $1,417,504 | $2,859,867 |
| Rise of the Rest Seed Fund II AIV, LP | AT COST | $62,391 | $62,120 |
| Rise of the Rest Seed Fund II, LP | AT COST | $3,104,247 | $3,090,747 |
| Riva Capital Partners V, LP | AT COST | $9,585,710 | $20,718,167 |
| Route One Fund I, LP | AT 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, LP | AT COST | $3,105,607 | $5,760,037 |
| S Capital III, LP | AT COST | $922,187 | $917,091 |
| S Capital Opportunity Fund II, LP | AT COST | $135,285 | $125,943 |
| S Capital Opportunity Fund, LP | AT COST | $3,987,407 | $6,235,726 |
| S Capital, LP | AT COST | $6,486,978 | $14,091,803 |
| Sarissa Capital Offshore Fund, Ltd | AT COST | $10,000,000 | $6,543,162 |
| SPT LLC | AT COST | $54 | $0 |
| Takwin Labs, LP | AT COST | $1,295,162 | $5,126,208 |
| Takwin Venture Partners II, LP | AT COST | $1,918,498 | $1,864,658 |
| Tamarix Capital Partners II, LP | AT COST | $5,356,566 | $5,332,355 |
| TCG 30-B, LP | AT COST | $5,774,525 | $6,563,238 |
| Techstars Accelerator 2021, LP | AT COST | $3,148,709 | $5,382,609 |
| Techstars Accelerator 2024, LP | AT COST | $719,646 | $1,078,276 |
| The Spruce House Partnership QP LP | AT COST | $11,066,828 | $9,237,842 |
| The Varde Fund X, LP | AT COST | $810,964 | $192,126 |
| Third Rock Ventures V, LP | AT COST | $7,611,044 | $9,337,055 |
| Third Rock Ventures VI, LP | AT COST | $1,109,569 | $1,374,000 |
| TLV Partners II, LP | AT COST | $1,416,122 | $7,853,520 |
| TLV Partners III, LP | AT COST | $2,042,447 | $3,073,589 |
| TLV Partners IV, LP | AT COST | $3,352,486 | $4,619,106 |
| TLV Partners Opportunity Fund, LP | AT COST | $4,719,242 | $6,107,399 |
| TLV Partners Opportunity II, LP | AT COST | $2,878,955 | $2,250,796 |
| TLV Partners V, LP | AT COST | $476,903 | $470,206 |
| Varde Investment Partners, LP | AT COST | $737,879 | $700,555 |
| Victress Capital Fund II-A, LP | AT COST | $420,889 | $427,876 |
| Victress Capital Fund, LP | AT COST | $564,192 | $365,261 |
| XFactor 1, a series of XFactor Ventures, LP | AT COST | $415,501 | $1,113,386 |
| XFactor 2, a series of XFactor Ventures, LP | AT COST | $408,296 | $827,559 |
| XFactor 2022, LP | AT COST | $309,279 | $310,305 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 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)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Returned grant funds | Desc |
| Amt | $16,008 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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 |