2025-10-30T13:59:18-05:00 2024-12-31 320530003 QUIGLEY & MIRON 3580 WILSHIRE BLVD 1755 LOS ANGELES CA 90010 990PF 2024-01-01 954124379 RIC & SUZANNE KAYNE FOUNDATION RIC& 3102827913 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 SZE LAU TREASURER 3102827913 2025-10-29 1 JOHN BOVARD MIRON P01358141 2136393550 2024 2025-03-06 01:10:19Z X X 13339590 X 1997600 306234 306234 109018 109018 148626 6182152 148626 175929 100981 2737407 664859 311133 155566 155567 10657 5329 5328 156000 39000 78000 32321 16160 16162 24342 7605 7605 30179 15089 15089 6789 0 0 16550 0 0 587971 238749 277751 2887765 2883871 3475736 238749 3161622 -738329 426110 9598 13668 13668 946413 789597 789597 7978 7978 7978 2528324 0 0 9512564 12478615 12478615 32763 49732 49732 13029662 13339590 13339590 35795 760800 570069 132492 150063 929087 720132 X 12100575 12619458 12100575 12619458 13029662 13339590 12100575 -738329 1257212 12619458 0 12619458 JANUS DETROIT STR TRHENDRSON AAA CL, JAAA, 47103U845 P 2024-05-29 2024-08-05 988009 998032 -10023 -10023 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2015-07-31 2024-05-06 38340 85803 -47463 -47463 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2015-12-02 2024-05-06 60385 68716 -8331 -8331 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2015-12-03 2024-05-06 59906 68131 -8225 -8225 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2015-12-04 2024-05-06 103517 110503 -6986 -6986 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2015-12-04 2024-05-06 96808 103163 -6355 -6355 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2016-01-20 2024-05-06 206075 103272 102803 102803 SIMPLIFY EXCHANGE TRADED FUNDS PROPEL OP, SURI, 82889N624 D 2023-02-08 2024-03-15 1980188 827200 1152988 1152988 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2004-09-27 2024-05-03 54058 64458 -10400 -10400 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2004-09-27 2024-05-03 26713 31853 -5140 -5140 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2004-09-30 2024-05-03 955 1182 -227 -227 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2005-04-21 2024-05-03 15272 18293 -3021 -3021 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2005-06-27 2024-05-03 453464 1594348 -1140884 -1140884 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2005-10-26 2024-05-03 5294 17025 -11731 -11731 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2005-11-03 2024-05-03 12497 39125 -26628 -26628 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2005-11-03 2024-05-03 7533 23583 -16050 -16050 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2005-11-04 2024-05-03 28616 91930 -63314 -63314 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2008-11-28 2024-05-03 301029 273907 27122 27122 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2008-11-28 2024-05-03 251267 216356 34911 34911 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2008-11-28 2024-05-03 198843 181051 17792 17792 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2008-12-31 2024-05-03 171703 197349 -25646 -25646 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2009-01-07 2024-05-03 149806 160794 -10988 -10988 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2009-01-07 2024-05-03 95508 104646 -9138 -9138 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2009-01-21 2024-05-03 48633 20332 28301 28301 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2009-01-22 2024-05-03 76168 40706 35462 35462 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2009-01-23 2024-05-03 93598 49358 44240 44240 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2009-10-15 2024-05-03 26921 69792 -42871 -42871 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2009-10-15 2024-05-06 17806 45996 -28190 -28190 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2009-10-15 2024-05-06 9326 13078 -3752 -3752 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2010-01-25 2024-05-06 40819 122919 -82100 -82100 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2010-01-25 2024-05-06 8559 14074 -5515 -5515 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2010-04-20 2024-05-06 37918 128778 -90860 -90860 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2010-04-20 2024-05-06 7563 15220 -7657 -7657 KAYNE ANDERSON ENERGY INFRSTR COM, KYN, XXX-XX-XXXX D 2010-11-26 2024-05-06 48008 128312 -80304 -80304 EXCESS DISTRIBUTION PAGP P 2024-01-01 2024-12-31 461047 461047 461047 LIMITED PARTNERSHIPS K-1 PASSTHROUGH P 4241 -4241 -4241 148626 5923 0 5923 0 5923 20400 0 0 0 20400 158 14319 14319 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 1 0 0 1 KAYNEFOUNDATION.ORG MARK MORSKI 3102827913 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUZANNE L KAYNE 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 CEO/PRESIDENT 1.00 0 0 0 RICHARD A KAYNE 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 DIRECTOR 1.00 0 0 0 SAREE KAYNE 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 CFO/SECRETARY 1.00 0 0 0 JENNIFER KAYNE-EHRLICH 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 DIRECTOR 1.00 0 0 0 MAGGIE KAYNE 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 DIRECTOR 1.00 0 0 0 SARAH ALI 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 MANAGING DIRECTOR 40.00 311133 9334 0 NONE 0 RMZ LLC 11620 WILSHIRE BLVD 350 LOS ANGELES CA 90025 ACCOUNTING 120000 0 0 22356762 1029213 0 23385975 0 0 23385975 350790 23035185 1151759 1151759 5923 1278 7201 1144558 0 1144558 0 1144558 3161622 0 3161622 1144558 0 0 2072461 2556729 1293421 1483962 1583258 8989831 3161622 0 0 0 1144558 2017064 0 0 11006895 0 0 0 0 0 0 2072461 8934434 2556729 1293421 1483962 1583258 2017064 SUZANNE L KAYNE RICHARD A KAYNE X ALLIANCE COLLEGE 1149 S HILL STREET FLOOR 9 LOS ANGELES CA 90015 NONE PC ANNUAL DISCRETIONARY GIVING 15000 ALTASEA AT THE PORT LOS ANGELES 2451 SIGNAL STREET SAN PEDRO CA 90731 NONE PC KAYNE OPPORTUNITY FUND 50000 AMERICAN WILD HORSE PRESERVATION CAMPAIGN 216 F STREET DAVIS CA 95616 NONE PC ANNUAL 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LOS ANGELES CA 90015 NONE PC RMZ COMMUNITY GIVING PROGRAM 50000 IMAGINE LOS ANGELES 947 S WINDSOR BLVD LOS ANGELES CA 90019 NONE PC KAYNE OPPORTUNITY FUND 100000 JEWISH VOCATIONAL SERVICE 5905 WILSHIRE BLVD LOS ANGELES CA 90036 NONE PC SCHOLARSHIP PROGRAM 5000 KCRW FOUNDATION INC 1900 PICO BLVD SANTA MONICA CA 90405 NONE PC KAYNE OPPORTUNITY FUND 153611 LA PROMISE FUND 1933 S BROADWAY STE 1108 LOS ANGELES CA 90007 NONE PC KAYNE OPPORTUNITY FUND 25000 LA-TECHORG 12405 VENICE BLVD 125 LOS ANGELES CA 90066 NONE PC KAYNE OPPORTUNITY FUND 129250 LIBRARY FOUNDATION OF LOS ANGELES 630 W 5TH STREET LOS ANGELES CA 90071 NONE PC ANNUAL DISCRETIONARY GIVING 5000 LOS ANGELES - ESCHSCHOLTZIA CHAPTER DAR 11432 WATERFORD ST LOS ANGELES CA 900493439 NONE PC ANNUAL DISCRETIONARY GIVING 1000 LOS ANGELES NEIGHBORHOOD LAND TRUST 1689 BEVERLY BLVD LOS ANGELES CA 90026 NONE PC KAYNE OPPORTUNITY FUND 30000 LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST STREET VERNON CA 90058 NONE PC RMZ COMMUNITY GIVING PROGRAM 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LOS ANGELES CA 90025 1997600 X 1 80,000 SH SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI) 1997600 2024-03-15 QUIGLEY & MIRON, CPAS 36000 9000 18000 RMZ, LLC 120000 30000 60000 FORM 990-PF, PART VII-B, QUESTION 1A(3): FACILITIES, CERTAIN GOODS AND SERVICES ARE PROVIDED BY DISQUALIFIED PARTIES WITHOUT CHARGE OR ON TERMS NO MORE FAVORABLE THAN THOSE ON WHICH SUCH FACILITIES, GOODS AND SERVICES ARE MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990-PF, PART VII-B, QUESTION 1A(4): ACCOUNTING SERVICES WERE PROVIDED BY RMZ LLC, A DISQUALIFIED PARTY, AT FAIR MARKET VALUE.THE ORGANIZATION HAS INVESTED IN SEVERAL INVESTMENT FUNDS IN WHICH THE INVESTMENT MANAGER OF SUCH FUNDS ARE DISQUALIFIED PARTIES. THE INVESTMENT MANAGERS RECEIVE AN ASSET BASED MANAGEMENT FEE AS WELL AS A PERFORMANCE ALLOCATION FOR SOME OF THESE FUNDS.THE ORGANIZATION BELIEVES SUCH TRANSACTIONS ARE AN EXCEPTION TO AN ACT OF SELF-DEALING PURSUANT TO IRC 4941(D)(2)(E) AND REGULATION 53.4941(D)(3)(C). PLAINS GP HOLDING, L.P. (PAGP) FMV 6672473 6672473 KA ENERGY FUND VII, L.P. FMV 285064 285064 KANTI (QP), L.P. FMV 280855 280855 IRRADIANT SOLUTIONS FUND, L.P. FMV 1264859 1264859 KAYNE COMMERCIAL REAL ESTATE DEBT, L.P. FMV 1227839 1227839 KACAH - KA CREDIT ADVISORS HOLDCO, L.L.C. FMV 81000 81000 KEPE CONTINUATION FUND I, L.P. 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