Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Klarman Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 171627
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02117
A Employer identification number

04-3105768
B Telephone number (see instructions)

(617) 236-7909
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$981,845,040
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 183,080 183,080  
4 Dividends and interest from securities... 8,131,992 8,131,992  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,123,770
b Gross sales price for all assets on line 6a 72,527,049
7 Capital gain net income (from Part IV, line 2)... 50,879,936
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 13,066,423 13,122,971  
12 Total. Add lines 1 through 11........ 72,505,265 72,317,979  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 854,346 1,524   852,822
14 Other employee salaries and wages...... 2,256,834 11,284   2,245,550
15 Pension plans, employee benefits....... 760,499 3,802   756,697
16a Legal fees (attach schedule)......... 90,808 13,561   77,247
b Accounting fees (attach schedule)....... 231,521 31,258   190,263
c Other professional fees (attach schedule).... 1,426,538 0   1,426,538
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 856,987 69,987   0
19 Depreciation (attach schedule) and depletion... 119,290 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 167,838 0   167,838
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,770,314 12,052,538   384,515
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,534,975 12,183,954   6,101,470
25 Contributions, gifts, grants paid....... 89,989,220 89,989,220
26 Total expenses and disbursements. Add lines 24 and 25 109,524,195 12,183,954   96,090,690
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -37,018,930
b Net investment income (if negative, enter -0-) 60,134,025
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 19,680,770 3,924 3,924
2 Savings and temporary cash investments......... 132,392,001 150,723,167 150,723,167
3 Accounts receivable right arrow46,903,091
Less: allowance for doubtful accounts right arrow   47,477,489 46,903,091 46,903,091
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 13,838 10,946 10,946
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 33,303,614 Click to see attachment
List of Attached Documents:
// Content
33,303,614
60,686,354
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 545,814,916 Click to see attachment
List of Attached Documents:
// Content
510,841,159
721,266,245
14 Land, buildings, and equipment: basis right arrow1,534,021
Less: accumulated depreciation (attach schedule) right arrow1,301,021 330,795 Click to see attachment
List of Attached Documents:
// Content
233,000
233,000
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,018,843
Click to see attachment
List of Attached Documents:
// Content
2,018,313
Click to see attachment
List of Attached Documents:
// Content
2,018,313
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 781,032,266 744,037,214 981,845,040
Liabilities 17 Accounts payable and accrued expenses.......... 17,558 34,802
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 17,558 34,802
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 781,014,708 744,002,412
29 Total net assets or fund balances (see instructions)..... 781,014,708 744,002,412
30 Total liabilities and net assets/fund balances (see instructions). 781,032,266 744,037,214
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
781,014,708
2
Enter amount from Part I, line 27a .....................
2
-37,018,930
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,634
4
Add lines 1, 2, and 3 ..........................
4
744,002,412
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
744,002,412
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly traded securities      
b Distributions in excess of basis P    
c From Sch K-1 (Form 1065) P    
d Arbiter Partners LP P 2002-01-01 2023-04-25
e Brookside Capital Partners Fund LP P 2008-01-01 2023-05-08
GC Entrepreneurs Fund IV LP P 2001-01-01 2023-11-30
Jeereddi I LP P 2009-02-01 2023-02-01
JHL Capital Group Fund LLC P 2015-01-01 2023-12-28
Kensico Offshore Fund Ltd P 2001-01-01 2023-03-31
Kensico Offshore Fund Ltd P 2001-01-01 2023-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 23,978,831   999,570 22,979,261
b 11,514,782     11,514,782
c 5,606,047     5,606,047
d     599,727 -599,727
e 50,811   50,896 -85
3,397     3,397
4,747,308   4,744,998 2,310
796,739   792,601 4,138
14,150,792   8,483,982 5,666,810
11,434,508   5,731,505 5,703,003
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       22,979,261
b       11,514,782
c       5,606,047
d       -599,727
e       -85
      3,397
      2,310
      4,138
      5,666,810
      5,703,003
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 50,879,936
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 835,863
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 835,863
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 835,863
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 972,426
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 972,426
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 136,563
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow136,563 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA, NY, CA, IL, AZ, DC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.klarmanfoundation.org
14
The books are in care ofright arrowKim McCabe Telephone no.right arrow (617) 236-7909

Located atright arrowPO Box 171627BostonMA ZIP+4right arrow02117
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Seth A Klarman Trustee
5.00
0 0 0
PO Box 171627
Boston,MA02117
Beth S Klarman Trustee
5.00
0 0 0
PO Box 171627
Boston,MA02117
Kim McCabe President
40.00
498,231 61,929 0
PO Box 171627
Boston,MA02117
Steven Moore Chief Operating Officer
40.00
356,115 42,586 0
PO Box 171627
Boston,MA02117
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
Jonathan Horowitz Director, National &
40.00
304,039 41,174 0
PO Box 171627
Boston,MA02117
Laura Sherman Director, Local Init
40.00
267,750 57,865 0
PO Box 171627
Boston,MA02117
Erin Samuel Director, Grantmakin
40.00
215,769 47,803 0
PO Box 171627
Boston,MA02117
Yulya Spantchak Director, Strategy &
40.00
181,442 35,075 0
PO Box 171627
Boston,MA02117
Alexandria Jose Controller
40.00
154,258 50,868 0
PO Box 171627
Boston,MA02117
Total number of other employees paid over $50,000...................right arrow 10
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Globalization Partners International Consulting 462,993
175 Federal Street Floor 17
Boston,MA02110
RSM US LLP Outsourced Accounting and Human Resources 235,569
PO Box 290058
Boston,MA02129
CFAR Organizational Strategy 184,350
1700 Market Street Suite 2140
Philadelphia,PA19103
Boston Foundation TPI - Children's Mental Health Consulting 112,788
75 Arlington Street 3rd Floor
Boston,MA02116
President & Fellows of Harvard College Ariadne Labs - TEAM UP Assessment 100,000
PO Box 415649
Boston,MA02241
Total number of others receiving over $50,000 for professional services.............right arrow5
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,657,490
b
Average of monthly cash balances.......................
1b
178,082,266
c
Fair market value of all other assets (see instructions)................
1c
778,299,351
d
Total (add lines 1a, b, and c).........................
1d
970,039,107
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
970,039,107
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,550,587
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
955,488,520
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
47,774,426
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
47,774,426
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
835,863
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
789
c
Add lines 2a and 2b............................
2c
836,652
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,937,774
4
Recoveries of amounts treated as qualifying distributions................
4
6,634
5
Add lines 3 and 4............................
5
46,944,408
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
46,944,408
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
96,090,690
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
21,494
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
96,112,184
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 46,944,408
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 27,776,522
b From 2019...... 30,565,510
c From 2020...... 35,694,224
d From 2021...... 26,810,344
e From 2022...... 43,267,921
f Total of lines 3a through e ........ 164,114,521
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 96,112,184
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 46,944,408
e Remaining amount distributed out of corpus 49,167,776
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 213,282,297
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
27,776,522
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
185,505,775
10 Analysis of line 9:
a Excess from 2019.... 30,565,510
b Excess from 2020.... 35,694,224
c Excess from 2021.... 26,810,344
d Excess from 2022.... 43,267,921
e Excess from 2023.... 49,167,776
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Seth A Klarman
Beth S Klarman
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Erin Samuel - The Klarman Family Fo
PO Box 171627
Boston,MA02117
(617) 236-7909
grants@klarmanfoundation.org
bThe form in which applications should be submitted and information and materials they should include:
The majority of the Klarman Family Foundation's grantmaking is done on an invitation-only basis. The two exceptions are the Foundation's Instrument 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.
cAny submission deadlines:
See www.klarmanfoundation.org
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
See www.klarmanfoundation.org
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

8400 - The Health Network Ltd (CC)

4 Ha-Shaizaf
Raanana   4366411
IS
N/A PC Medical and Scientific Research: To support the MARVI network for fiscal years 2023, 2024, and 2025 150,000

A Far Cry Inc

146A South St
Jamaica Plain,MA02130
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

A Wider Bridge

1441 Bdwy Ste 6149
New York,NY10018
N/A PC Connections to Israel: Unrestricted operating support for fiscal years 2024 and 2025 125,000

Action for Boston Community Development Inc

178 Tremont St
Boston,MA02111
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2021, 2022, and 2023 50,000

Action for Boston Community Development Inc

178 Tremont St
Boston,MA02111
N/A PC Massachusetts Community Grants: To support the Fuel Assistance Program for fiscal years 2023, 2024 and 2025 35,000

Adolescent Consultation Services Inc

189 Cambridge St
Cambridge,MA02141
N/A PC Children's Mental Health: Unrestricted operating support for fiscal years 2022, 2023, and 2024 40,000

Advocates Inc

1881 Worcester Rd
Framingham,MA01701
N/A PC Children's Mental Health: Unrestricted operating support 2,500

AJEEC-NISPED

5 Yehuda HaNahtom
Beersheva   8421360
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023, 2024, and 2025 125,000

AlBayader for Social Economic Development Ltd for the Public Benefit

Nazareth Industrial Park Mt
Precipice Rd 2015
Nazareth   16000
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023 and 2024 400,000

Alzheimers Disease And Related Disorders Association Inc

225 N Michigan Ave Fl 17
Chicago,IL60601
N/A PC Other Grants and Contributions: Employee matching gift 100

American Jewish Committee

165 E 56th St
New York,NY10022
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2023 and 2024 100,000

American Jewish Joint Distribution Committee Inc

220 E 42nd St
New York,NY10017
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Ukraine 50,000

American Jewish Joint Distribution Committee Inc

220 E 42nd St
New York,NY10017
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Turkey 150,000

American Jewish World Service Inc

45 W 36th St
New York,NY10018
N/A PC Good Philanthropic Citizen Grants: Unrestricted operating support and the reserve fund for fiscal years 2020, 2021, 2022, and 2023 500,000

Amutat Hamovilim Lemada and Technology (RA)

PO Box 114
Baqa AlGharbiyye   30100
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023, 2024, and 2025 200,000

Animal Protective Association of Missouri

1705 S Hanley Rd
Saint Louis,MO63144
N/A PC Other Grants and Contributions: Employee matching gift 250

Animal Rescue League of Boston

10 Chandler St
Boston,MA02116
N/A PC Other Grants and Contributions: Employee matching gift 203

Anti-Defamation League

605 Third Ave
New York,NY10158
N/A PC Healthy Democracy: Unrestricted operating support, including in the New England Region, for fiscal years 2022, 2023, and 2024 1,000,000

Asian Americans Advancing Justice-Asian Law Caucus

55 Columbus Ave
San Francisco,CA94111
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 200,000

BAGLY Inc

PO Box 960814
Boston,MA02196
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023 and 2024 25,000

Barrington Stage Co Inc

122 North St
Pittsfield,MA01201
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 74,375

Ben-Gurion University of the Negev

1 Ben-Gurion Blvd
BeerSheva   8410501
IS
N/A PC Arab Israeli Employment and Education: To support Bridge to Academy at the Jusidman Center for fiscal years 2020, 2021, 2022, and 2023 68,750

Ben-Gurion University of the Negev

1 Ben-Gurion Blvd
BeerSheva   8410501
IS
N/A PC Arab Israeli Employment and Education: To support Bridge to Academy at the Jusidman Center for fiscal years 2024, 2025, and 2026 130,000

Benjamin Franklin Cummings Institute of Technology

41 Berkeley St
Boston,MA02116
N/A PC Massachusetts Community Grants: To support construction expenses for the new campus (Community Capital Fund) 750,000

Berklee College of Music Inc

1140 Boylston St MS-1140 IA
Boston,MA02215
N/A PC Music Pathways for Youth: To support City Music Boston for fiscal years 2024, 2025, and 2026 100,000

Black Belt Community Foundation Inc

609 Lauderdale St
Selma,AL36702
N/A PC Good Philanthropic Citizen Grants: To support the Selma Rebuild and Recovery Fund 50,000

Boston After School & Beyond Inc

89 South St
Boston,MA02111
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2024 and 2025 125,000

Boston Arts Academy Foundation Inc

126 Brookline Ave 3rd Fl
Boston,MA02215
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 150,000

Boston Ballet Inc

19 Clarendon St
Boston,MA02116
N/A PC Massachusetts Community Grants: Unrestricted operating support 125,000

Boston Charitable Trust Fund

City of Boston Treasury Department
1 City Hall Sq Rm M-5
Boston,MA02201
N/A PC Massachusetts Community Grants: To support emergent immigrant-serving groups as a part of We Are Boston for fiscal years 2023 and 2024 20,000

Boston Children's Chorus Inc

20 Old Colony Ave 2nd Fl
Boston,MA02127
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 100,000

Boston Chinatown Neighborhood Center Inc

38 Ash St
Boston,MA02111
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 31,875

Boston City Singers Inc

17 Waldeck St
Dorchester,MA02124
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 75,000

Boston Foundation Inc

75 Arlington St 3rd Fl
Boston,MA02116
N/A PC Massachusetts Community Grants: To support the Housing and Neighborhoods program, including work in support of extremely low income families, for fiscal years 2020 - 2024 30,000

Boston Foundation Inc

75 Arlington St 3rd Fl
Boston,MA02116
N/A PC Massachusetts Community Grants: To support the Civic Leadership Fund for fiscal years 2023, 2024, and 2025 50,000

Boston Foundation Inc

75 Arlington St 3rd Fl
Boston,MA02116
N/A PC Massachusetts Community Grants: To support Embrace Boston for fiscal years 2021, 2022, 2023, and 2024 250,000

Boston Health Care for the Homeless Program Inc

780 Albany St
Boston,MA02118
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 150,000

Boston Health Care for the Homeless Program Inc

780 Albany St
Boston,MA02118
N/A PC Other Grants and Contributions: Employee matching gift 100

Boston Jewish Film Inc

1001 Watertown St
West Newton,MA02465
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023 and 2024 15,000

Boston Landmarks Orchestra Inc

PO Box 441160
Somerville,MA02144
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 75,000

Boston Medical Center Corporation

One Boston Medical Center Pl
Boston,MA02118
N/A PC Children's Mental Health: To support program management, clinical training, and evaluation for the TEAM UP for Children Initiative 828,750

Boston Medical Center Corporation

One Boston Medical Center Pl
Boston,MA02118
N/A PC Other Grants and Contributions: To support the Building the New BMC Campaign (Capital) 1,000,000

Boston Medical Center Corporation

One Boston Medical Center Pl
Boston,MA02118
N/A PC Massachusetts Community Grants: Unrestricted operating support 30,000

Boston Modern Orchestra Project Inc

376 Washington St
Malden,MA02148
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

Boston Music Project Inc

885 Washington St
Boston,MA02118
N/A PC Music Pathways for Youth: To purchase music stands and racks and for instrument repairs 15,000

Boston Music Project Inc

885 Washington St
Boston,MA02118
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2022, 2023, and 2024 40,000

Boston String Academy

PO Box 171035
Boston,MA02117
N/A PC Music Pathways for Youth: To purchase violins, violas, and cellos as well as music stands and a storage cart 52,000

Boston String Academy

PO Box 171035
Boston,MA02117
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 40,000

Boston Youth Symphony Orchestras Inc

855 Commonwealth Ave
Boston,MA02215
N/A PC Music Pathways for Youth: To support the Intensive Community Program for fiscal years 2022, 2023, and 2024 125,000

Boys and Girls Clubs of Boston Inc

200 High St 3rd Fl
Boston,MA02110
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2022, 2023, 2024, and 2025 250,000

Boys and Girls Clubs of Boston Inc

200 High St 3rd Fl
Boston,MA02110
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Bridge Boston Foundation Inc

435 Warren St
Roxbury,MA02119
N/A PC Music Pathways for Youth: To support the El Sistema Program for fiscal years 2024, 2025, and 2026 50,000

Bridge Over Troubled Waters Inc

47 West St
Boston,MA02111
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Bridge Over Troubled Waters Inc

47 West St
Boston,MA02111
N/A PC Massachusetts Community Grants: To support the "Path Home for Every Youth" Campaign for fiscal years 2023, 2024, 2025, and 2026 250,000

Bridges Homeward Inc

60 Gore St
Cambridge,MA02141
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Bridgewater State University

131 Summer St
Bridgewater,MA02325
N/A PC Children's Mental Health: To support planning at the School of Social Work and financial assistance for its students 700,000

Brigham & Women's Hospital

75 Francis St
Boston,MA02115
N/A PC Bold Bets: To support Ariadne Labs: A Joint Center for Health Systems Innovation for fiscal years 2022, 2023, and 2024 1,000,000

Broad Institute Inc

415 Main St
Cambridge,MA02142
N/A PC Medical and Scientific Research: To support the COVID-19 Host Genetics Initiative 600,000

Broad Institute Inc

415 Main St
Cambridge,MA02142
N/A PC Medical and Scientific Research: To support research into the genetics of anorexia nervosa 3,601,772

Brockton Hospital Inc

680 Centre St
Brockton,MA02302
N/A PC Massachusetts Community Grants: To provide flexible, emergency support in response to the recent fire 50,000

Brockton Hospital Inc

680 Centre St
Brockton,MA02302
N/A PC Massachusetts Community Grants: To support renovation expenses (Community Capital Fund) 500,000

Brockton Neighborhood Health Center Inc

63 Main St
Brockton,MA02301
N/A PC Children's Mental Health: Unrestricted operating support and support for additional staffing as a part of the TEAM UP for Children Initiative 235,000

Brookline Community Mental Health Center Inc

41 Garrison Rd
Brookline,MA02445
N/A PC Children's Mental Health: To support the Bridge for Resilient Youth in Transition (BRYT) program for fiscal years 2024, 2025, and 2026 125,000

Campaign Legal Center Inc

1101 14th St NW Ste400
Washington,DC20005
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, 2024, and 2025 350,000

Cape Ann Museum Inc

27 Pleasant St
Gloucester,MA01930
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 53,125

Cape Cod Foundation Inc

261 Whites Path Unit 2
South Yarmouth,MA02664
N/A PC Massachusetts Community Grants: To support current community needs for fiscal years 2022 and 2023 100,000

Cape Eleuthera Foundation Inc

PO Box 712484
Philadelphia,PA19171
N/A PC Other Grants and Contributions: Employee matching gift 300

Casa Esperanza Inc

302 Eustis St
Roxbury,MA02119
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Catholic Schools Foundation Inc

67 Batterymarch St 6th Fl
Boston,MA02110
N/A PC Massachusetts Community Grants: To support scholarships for fiscal years 2021, 2022, and 2023 75,000

Celebrity Series of Boston

20 Park Plz Ste 220
Boston,MA02116
N/A PC Massachusetts Community Grants: To support Arts for All programs for fiscal years 2024 and 2025 25,000

Center For Disaster Philanthropy Inc

One Thomas Cir NW Ste 700
Washington,DC20005
N/A PC Good Philanthropic Citizen Grants: Unrestricted operating support, including in North America, for fiscal years 2022 and 2023, and for internal anti-bias education 250,000

Center for Effective Philanthropy Inc

675 Massachusetts Ave 11th Fl
Cambridge,MA02139
N/A PC Other Grants and Contributions: To support the 2023 National Conference 50,000

Center For Election Innovation & Research

1120 Connecticut Ave NW Ste 1040
Washington,DC20036
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022 and 2023 200,000

Center For Technology And Civic Life

303 E Wacker Dr Ste 2016
Chicago,IL60601
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2023 and 2024 1,000,000

Children's Hospital Corporation

300 Longwood Ave
Boston,MA02115
N/A PC Massachusetts Community Grants: Unrestricted operating support 20,000

Childrens Investment Fund Inc

18 Tremont St Ste 500
Boston,MA02108
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023 and 2024 100,000

ClimateWorks Foundation

235 Montgomery St 1300
San Francisco,CA94104
N/A PC Climate: To support the Forests for People and Climate Initiative for fiscal years 2022 - 2026 4,000,000

Codman Square Health Center Inc

637 Washington St
Dorchester,MA02124
N/A PC Children's Mental Health: Unrestricted operating support, as part of the TEAM UP for Children Initiative 7,500

Co-Impact The Partnership for a Breakthrough in Arab Employment Ltd (CC)

Lautman Fund Office Hanechoshet 3
Bldg B 2nd Fl
TelAviv   6971068
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2022, 2023, and 2024 850,000

Combined Jewish Philanthropies of Greater Boston Inc

Kraft Family Building 126 High St
Boston,MA02110
N/A PC Massachusetts Community Grants: Unrestricted operating support, and support for local network agencies 1,995,000

Combined Jewish Philanthropies of Greater Boston Inc

Kraft Family Building 126 High St
Boston,MA02110
N/A PC Healthy Democracy: To support the mission and goals of the Jewish Community Relations Council of Greater Boston for fiscal years 2024 and 2025 250,000

Combined Jewish Philanthropies of Greater Boston Inc

Kraft Family Building 126 High St
Boston,MA02110
N/A PC Other Grants and Contributions: Employee matching gift 200

Committee To Protect Journalists Inc

509 W 38th St 5th Fl
New York,NY10018
N/A PC Healthy Democracy: To support U.S. initiatives for fiscal years 2022 and 2023 200,000

Commonwealth Kitchen Inc

196 Quincy St
Dorchester,MA02121
N/A PC Massachusetts Community Grants: Unrestricted operating support 100,000

Commonwealth Shakespeare Company Inc

101 Arch St 8th Fl
Boston,MA02110
N/A PC Massachusetts Community Grants: To support Shakespeare on the Common for fiscal years 2022, 2023, and 2024 25,000

Community Access To The Arts Inc

420 Stockbridge Rd Ste 2
Great Barrington,MA01230
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

Community Art Center Inc

119 Windsor St
Cambridge,MA02139
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

Community Foundation of North Central Massachusetts Inc

649 John Fitch Hwy
Fitchburg,MA01420
N/A PC Massachusetts Community Grants: To support current community needs for fiscal years 2023 and 2024 100,000

Community Foundation Of Western Massachusetts

333 Bridge St
Springfield,MA01103
N/A PC Massachusetts Community Grants: To support current community needs for fiscal years 2023 and 2024 150,000

Community Music Center of Boston

34 Warren Ave
Boston,MA02116
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2022, 2023, and 2024, and the reserve fund for fiscal year 2022 125,000

Community Music School Of Springfield Inc

127 State St
Springfield,MA01103
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 53,125

Community Music School Of Springfield Inc

127 State St
Springfield,MA01103
N/A PC Music Pathways for Youth: To support the Sonido Musica program and music lesson scholarships for fiscal years 2024, 2025, and 2026 40,000

Community Servings Inc

179 Amory St
Jamaica Plain,MA02130
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2022 and 2023 75,000

Company One Inc

539 Tremont St Std 202
Boston,MA02116
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 33,675

Conservatory Lab Charter School Foundation

395 Columbia Rd
Dorchester,MA02125
N/A PC Music Pathways for Youth: To support the El Sistema Program for fiscal years 2023, 2024, and 2025 50,000

Covenant House

461 Eighth Ave
New York,NY10001
N/A PC Other Grants and Contributions: Employee matching gift 100

Dana-Farber Cancer Institute Inc

10 Brookline Pl W 6th Fl
Brookline,MA02445
N/A PC Other Grants and Contributions: Employee matching gift 2,000

Design Museum Foundation Inc

6 Kingman Rd
Acton,MA01720
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 31,875

Dimock Community Services Corporation

55 Dimock St
Boston,MA02119
N/A PC Massachusetts Community Grants: To support renovation expenses for the renovation of the Z Building (Community Capital Fund) 500,000

Dimock Community Services Corporation

55 Dimock St
Boston,MA02119
N/A PC Children's Mental Health: To support a TEAM UP for Children Phase II extension year 7,500

DotHouse Health Inc

1353 Dorchester Ave
Dorchester,MA02122
N/A PC Children's Mental Health: Unrestricted operating support and support for additional staffing as a part of TEAM UP for Children Initiative 182,500

Double Edge Theatre Productions Incorporated

948 Conway Rd
Ashfield,MA01330
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

Edmond de Rothschild Partnerships

15 Halamish St
Caesarea   3079504
IS
N/A PC Arab Israeli Employment and Education: To support Arab and Bedouin Israeli communities for fiscal years 2024, 2025, and 2026 250,000

Edvestors Inc

142 Berkeley St Ste 410
Boston,MA02116
N/A PC Massachusetts Community Grants: To support the BPS Arts Expansion Initiative for fiscal years 2024, 2025, and 2026, and in honor of EdVestors' 20th anniversary 350,000

Election Trust Initiative LLC

901 E St NW
Washington,DC20004
N/A PC Healthy Democracy: To support the Election Trust Initiative managed by The Pew Charitable Trusts 5,000,000

Eliot School Trustees

24 Eliot St PO Box 300351
Boston,MA02130
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

Emmanuel College

400 The Fenway
Boston,MA02115
N/A PC Other Grants and Contributions: Employee matching gift 50

English for New Bostonians

185 Devonshire St Ste 700
Boston,MA02110
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 135,000

Equal Justice Initiative

122 Commerce St
Montgomery,AL36104
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, 2024, and 2025 1,000,000

Essex County Community Foundation Inc

500 Cummings Ctr Ste 5450
Beverly,MA01915
N/A PC Massachusetts Community Grants: To support current community needs for fiscal years 2022 and 2023 150,000

Facing History And Ourselves Inc

89 South St Ste 401
Boston,MA02111
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 2,000,000

Fathers Uplift Inc

12 Southern Ave
Dorchester,MA02124
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Fay School Inc

48 Main St
Southborough,MA01772
N/A PC Other Grants and Contributions: Employee matching gift 250

Featherstone Center For The Arts Inc

PO Box 1145
Oak Bluffs,MA02557
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 33,675

Fitchburg Art Museum

185 Elm St
Fitchburg,MA01420
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

Footsteps Inc

114 John St 930
New York,NY10272
N/A PC Other Grants and Contributions: Employee matching gift 2,950

Foundation for MetroWest Inc

3 Eliot St
Natick,MA01760
N/A PC Massachusetts Community Grants: To support current community needs for fiscal years 2022 and 2023 100,000

Franciscan Hospital for Children Inc

30 Warren St
Brighton,MA02135
N/A PC Massachusetts Community Grants: Unrestricted operating support 20,000

Georgetown University

37th and O Streets NW
Washington,DC20057
N/A PC Healthy Democracy: To support the Institute for Constitutional Advocacy and Protection at Georgetown University Law Center for fiscal years 2022, 2023, and 2024 250,000

German Marshall Fund of the United States

1744 R St NW
Washington,DC20009
N/A PC Healthy Democracy: To support the mission and goals of Alliance for Securing Democracy for fiscal years 2024 and 2025 300,000

Girls on the Run Greater Boston

89 South St Lower Level 00
Boston,MA02111
N/A PC Other Grants and Contributions: Employee matching gift 52

GLBTQ Legal Advocates & Defenders Inc

18 Tremont St Ste 950
Boston,MA02108
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 150,000

Greater Lowell Community Foundation Inc

100 Merrimack St Ste 202
Lowell,MA01852
N/A PC Massachusetts Community Grants: To support current community needs for fiscal years 2022 and 2023 100,000

Greater New Bedford Community Health Center Inc

874 Purchase St
New Bedford,MA02740
N/A PC Children's Mental Health: Unrestricted operating support and support for additional staffing as a part of the TEAM UP for Children Initiative 195,000

Greater Worcester Community Foundation Inc

1 Mercantile St Ste 010
Worcester,MA01608
N/A PC Massachusetts Community Grants: To support current community needs for fiscal years 2022 and 2023 150,000

Hamilton-Garrett Music and Arts Academy Inc

5 Elm Hill Ave
Boston,MA02121
N/A PC Music Pathways for Youth: To support facility renovations (Capital) and unrestricted operating support for fiscals years 2023 and 2024 20,000

Harlem Lacrosse And Leadership Corporation

8 West 126th St 3rd Fl
New York,NY10027
N/A PC Other Grants and Contributions: Employee matching gift 50

Hasoub - Org for Entrepreneurship and Tech Promotion within the Arab Societ

Alquds St
Arara   3002600
IS
N/A PC Arab Israeli Employment and Education: To support the Hasoub Garage and unrestricted operating support for fiscal years 2022 and 2023 135,000

Health Care For All Inc

One Federal St 5th Fl
Boston,MA02110
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 65,000

Health Law Advocates Inc

One Federal St 5th Fl
Boston,MA02110
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2021, 2022, and 2023 75,000

Health Resources in Action Inc

2 Boylston St 4th Fl
Boston,MA02116
N/A PC Children's Mental Health: To support the mission and goals of Massachusetts Association of Community Health Workers for fiscal years 2022, 2023, and 2024 150,000

Hebrew Seniorlife Inc

1200 Centre St
Boston,MA02131
N/A PC Massachusetts Community Grants: Unrestricted operating support 20,000

Hillel The Foundation for Jewish Campus Life

800 8th St NW
Washington,DC20001
N/A PC Healthy Democracy: To support education and awareness of antisemitism at university campuses for fiscal years 2024 and 2025 150,000

Home Funders Collaborative LLC

75 Arlington St
Boston,MA02116
N/A NC To support legal and other costs incurred in documenting and implementing a services agreement with The Boston Foundation 3,768

Homestart Inc

105 Chauncy St Ste 502
Boston,MA02111
N/A PC Massachusetts Community Grants: To support the Renew Collaborative in Massachusetts for fiscal years 2023 and 2024 250,000

Honeymoon Israel Foundation Inc

2406 Mt Vernon Rd Ste 130
Dunwoody,GA30338
N/A PC Connections to Israel: Unrestricted operating support for fiscal years 2022 and 2023 300,000

Hopewell Fund

1201 Connecticut Ave NW
Washington,DC20036
N/A PC Healthy Democracy: To support Over Zero in developing state-level resilience infrastructure 750,000

Human Cell Atlas Inc

415 Main St
Cambridge,MA02142
N/A PC Medical and Scientific Research: Unrestricted operating support for fiscal years 2022, 2023, and 2024 300,000

Hyde Square Task Force Inc

30 Sunnyside St
Jamaica Plain,MA02130
N/A PC Music Pathways for Youth: Unrestricted operating support and to support the music program for fiscal years 2022, 2023, and 2024 100,000

Ichud Hatzalah Israel 1221 (RA)

78 Yirmiyahu St PO Box 36233
Jerusalem   91361
IS
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Turkey 100,000

Ichud Hatzalah Israel 1221 (RA)

78 Yirmiyahu St PO Box 36233
Jerusalem   91361
IS
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Israel 50,000

Immigrant Family Services Institute Inc

1626 Blue Hill Ave
Mattapan,MA02126
N/A PC Music Pathways for Youth: To support the music program for fiscal years 2021, 2022, and 2023 20,000

Institute For Strategic Dialogue Us

1032 15th St NW Ste 285
Washington,DC20005
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022 and 2023 500,000

Interfaith America

141 W Jackson Blvd Ste 3200
Chicago,IL60604
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 250,000

Israel Science Foundation

Albert Einstein Sq 43 Jabotinsky St
Jerusalem   9104001
IS
N/A PC Medical and Scientific Research: To support research grants within the framework of the Israel Precision Medicine Partnership 2,332,146

Israel-America Academic Exchange

8383 Wilshire Blvd Ste 400
Beverly Hills,CA90211
N/A PC Connections to Israel: Unrestricted operating support for fiscal years 2022 and 2023 100,000

Issue One

1401 K St NW Ste 350
Washington,DC20005
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2024 and 2025 225,000

Itrek Inc

1460 Broadway
New York,NY10036
N/A PC Connections to Israel: Unrestricted operating support for fiscal years 2022 and 2023 750,000
Jamie Feusner MD Centre for Addicti


33 Ursula Franklin St T105
Toronto,OntarioM5S2S1
CA
None I Medical and Scientific Research: Appetitive conditioning in anorexia nervosa: neural, physiological, and behavioral mechanisms 249,913

Jewish Arts Collaborative Inc

1320 Centre St Ste 201
Newton Center,MA02459
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2022, 2023, and 2024 100,000

Jewish Community Relations Council of San Francisco Marin & Peninsula

121 Steuart St Ste 301
San Francisco,CA94105
N/A PC Healthy Democracy: To support the mission and goals of the Institute for Curriculum Services 75,000

Jewish Council On Urban Affairs

4411 N Ravenswood Ave Ste 300
Chicago,IL60640
N/A PC Other Grants and Contributions: Employee matching gift 263

Jewish Family & Children's Service

1430 Main St
Waltham,MA02451
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2022, 2023, and 2024 350,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001
N/A PC Good Philanthropic Citizen Grants: To support the mission and goals of CANVAS for fiscal years 2023, 2024, and 2025 150,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001
N/A PC Good Philanthropic Citizen Grants: Unrestricted operating support for fiscal years 2023 and 2024, and to support the International Conference and JFN Israel 100,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001
N/A PC Arab Israeli Employment and Education: To support Qudra The Arab Philanthropist Network for fiscal years 2022, 2023, and 2024 125,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001
N/A PC Arab Israeli Employment and Education: To support the mission and goals of the Social Venture Fund for Jewish-Arab Equality and Shared society for fiscal years 2023, 2024 and 2025 260,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001
N/A PC Arab Israeli Employment and Education: To support the Social Venture Fund for Jewish-Arab Equality and Shared Society's humanitarian aid and relief efforts in Israel 500,000

Jewish Story Partners

546 Alandele Ave
Los Angeles,CA90036
N/A PC Good Philanthropic Citizen Grants: Unrestricted operating support for fiscal years 2022, 2023, and 2024 250,000

Jewish Vocational Service Inc

75 Federal St 3rd Fl
Boston,MA02110
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2021, 2022, and 2023 575,000

Jewish Women's Archive Inc

1860 Washington St Ste 204
Auburndale,MA02466
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2021, 2022 and 2023 50,000

Joint Israel

PO Box 3489
Jerusalem   9103401
IS
N/A PC Good Philanthropic Citizen Grants: To support ELKA: Institute for Leadership and Governance's humanitarian aid and relief efforts in Israel 250,000

Josiah Quincy School Association

885 Washington St
Boston,MA02111
N/A PC Other Grants and Contributions: Employee matching gift 50

Joy Of Music Program Inc

1 Gorham St
Worcester,MA01605
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2022, 2023, and 2024 25,000

Judge Baker Children's Center

53 Parker Hill Ave
Boston,MA02120
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Judge Baker Children's Center

53 Parker Hill Ave
Boston,MA02120
N/A PC Massachusetts Community Grants: Unrestricted operating support 20,000

Kav Mashve

39 Haatzmaut Road PO Box 33699
Haifa   3133901
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023, 2024, and 2025 100,000

Keren Shituf Tormim (Keshet) DAF Ba'am (Donor Advised Fund IL Ltd (CC))

Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Israel 475,000

Keren Shituf Tormim (Keshet) DAF Ba'am (Donor Advised Fund IL Ltd (CC))

Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS
N/A PC Good Philanthropic Citizen Grants: To promote dialogue across Israeli society 165,000

Keshet Inc

284 Amory St
Boston,MA02130
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 100,000

Lambda Legal Defense And Education Fund Inc

120 Wall St 19th Fl
New York,NY10005
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 100,000

Law Forward Inc

222 W Washington Ave Ste 250
Madison,WI53703
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022 and 2023 100,000

Lawfare Institute

4401 Brandywine St NW
Washington,DC20016
N/A PC Healthy Democracy: Unrestricted operating support 100,000

Lawrence Community Works Inc

168 Newbury St
Lawrence,MA01841
N/A PC Massachusetts Community Grants: To support the renovation of the DyeWorks commercial mill building (Community Capital Fund) 400,000

Lawyers For Civil Rights Inc

61 Batterymarch St 5th Fl
Boston,MA02110
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2023 and 2024 150,000

Leadership Conference Education Fund Inc

1620 L St NW Ste 1100
Washington,DC20036
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2021, 2022, and 2023 150,000

Leading Edge Alliance Inc

85 Broad St 16th Fl
New York,NY10004
N/A PC Good Philanthropic Citizen Grants: Unrestricted operating support for fiscal years 2022, 2023, and 2024 150,000

Leket Israel

11 HaSadna PO Box 2297
Raanana   43650-06
IS
N/A PC Good Philanthropic Citizen Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 60,000

Leket Israel

11 HaSadna PO Box 2297
Raanana   43650-06
IS
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Israel 100,000

Longwood Symphony Orchestra Inc

35 Webster St
West Newton,MA02465
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 25,000

Loon Echo Land Trust Inc

8 Depot St Ste 4
Bridgton,ME04009
N/A PC Other Grants and Contributions: Employee matching gift 103

Louis D Brown Peace Institute Corporation

15 Christopher St
Dorchester,MA02122
N/A PC Massachusetts Community Grants: To support construction expenses for the Center for Healing, Teaching and Learning (Community Capital Fund) 250,000

Lowell Community Health Center Inc

161 Jackson St
Lowell,MA01852
N/A PC Children's Mental Health: Unrestricted operating support, as part of the TEAM UP for Children Initiative 7,500

Lynn Arts Inc

590 Washington St
Lynn,MA01901
N/A PC Massachusetts Community Grants: To support repair expenses for the LynnArts building (Community Capital Fund) 250,000

Mahaiwe Performing Arts Center Inc

PO Box 690
Great Barrington,MA01230
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 63,750

Maine Community Foundation Inc

245 Main St
Ellsworth,ME04605
N/A PC Other Grants and Contributions: Employee matching gift 364

Maoz-Seal

Hamelacha 4
Lod   7182008
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023, 2024, and 2025 750,000

Margarita Muniz Academy Foundation Inc

20 Child St
Jamaica Plain,MA02130
N/A PC Music Pathways for Youth: To support the El Sistema music program for fiscal years 2022, 2023, and 2024 20,000

Massachusetts Appleseed Center for Law and Justice

101 Federal St Ste 1900
Boston,MA02110
N/A PC Other Grants and Contributions: Employee matching gift 52

Massachusetts Association for Mental Health

50 Federal St 6th Fl
Boston,MA02110
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Massachusetts General Hospital

125 Nashua St Ste 540
Boston,MA02114
N/A PC Other Grants and Contributions: Employee matching gift 50

Massachusetts Immigrant And Refugee Advocacy Coalition Inc

69 Canal St Unit 3
Boston,MA02114
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 125,000

Massachusetts League Of Community Health Centers Inc

40 Court St 10th Fl
Boston,MA02108
N/A PC Children's Mental Health: To strengthen the community health worker workforce 2,250,000

Massachusetts Legal Assistance Corporation

18 Tremont St Ste 1010
Boston,MA02108
N/A PC Healthy Democracy: To support the Massachusetts Immigration Legal Assistance Fund and unrestricted operating support 1,400,000

Massachusetts Society for the Prevention of Cruelty to Children

125 Hartwell Ave
Lexington,MA02421
N/A PC Children's Mental Health: To support the Children's Mental Health Campaign for fiscal years 2024 and 2025 50,000

Massachusetts Voter Education Network Inc

55 Roxbury St 191746
Boston,MA02119
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2023 and 2024 25,000

Masscreative Inc

15 Channel Center St Ste 103
Boston,MA02210
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2022, 2023, and 2024 50,000

Matan - Investing in the Community

33 Yaavets St
Tel Aviv   6525832
IS
N/A PC Arab Israeli Employment and Education: To support Bridging Insights work within Israel for fiscal years 2023, 2024 and 2025 125,000

Meridian Academy Inc

54 Brookside Ave
Jamaica Plain,MA02130
N/A PC Other Grants and Contributions: Employee matching gift 75

Merrimack Repertory Theatre

132 Warren St
Lowell,MA01852
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 63,750

Merrimack Valley Food Bank Inc

735 Broadway St
Lowell,MA01854
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 120,000

Mishkenot Shananim in Jerusalem LTD (CPI)

Yaakov Shteinardt 3 POB 4572
Jerusalem   9104402
IS
N/A PC Good Philanthropic Citizen Grants: To support Sia'h Shalom's efforts within Israel 200,000

Mission Of Deeds Inc

6 Chapin Ave
Reading,MA01867
N/A PC Other Grants and Contributions: Employee matching gift 51

Music And Youth Initiative Inc

935 Great Plain Ave 224
Needham,MA02492
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2022, 2023, and 2024 30,000

Musica Franklin

324 Main St
Greenfield,MA01301
N/A PC Music Pathways for Youth: To purchase an electric double bass, violins, strings and accessories, amplifiers and speakers, music stands, ipads, and for instrument repairs 17,000

Musiconnects Inc

20 Belgrade Ave Ste 1
Roslindale,MA02131
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2022, 2023, and 2024 25,000

NAACP Legal Defense And Educational Fund Inc

40 Rector St 5th Fl
New York,NY10006
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, 2024, and 2025 1,000,000

National Center For Lesbian Rights

870 Market St Ste 370
San Francisco,CA94102
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 100,000

National Center For Transgender Equality

228 Park Ave South Suite 38268
New York,NY10003
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 100,000

National Consumer Law Center Inc

7 Winthrop Sq
Boston,MA02110
N/A PC Massachusetts Community Grants: To support Project Stay Connected for fiscal years 2023, 2024, and 2025 35,000

National Kidney Foundation of Illinois Inc

215 W Illinois St Ste 1C
Chicago,IL60654
N/A PC Other Grants and Contributions: Employee matching gift 100

National Trust for Local News

2101 Arapahoe St
Denver,CO80205
N/A PC Healthy Democracy: To support an initiative to strengthen local media 500,000

Neo Philanthropy Inc

1001 Ave of Americas 12th Fl
New York,NY10018
N/A PC Healthy Democracy: To support the State Infrastructure Fund for fiscal years 2023 and 2024 250,000

New Bedford Museum And Art Center Inc

608 Pleasant St
New Bedford,MA02740
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 23,050

New Bedford Symphony Orchestra Association Inc

128 Union St Ste 204
New Bedford,MA02740
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

New Dance Complex Inc

536 Massachusetts Ave
Cambridge,MA02139
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 33,675

New North Citizens Council Inc

2455 Main St
Springfield,MA01109
N/A PC Massachusetts Community Grants: To support construction expenses for the Barbara Rivera Community Center (Community Capital Fund) 500,000

New Venture Fund

1828 L St NW Ste 300-A
Washington,DC20036
N/A PC Healthy Democracy: To support the Voter Engagement Fund for fiscal years 2023 and 2024 3,500,000

New Venture Fund

1828 L St NW Ste 300-A
Washington,DC20036
N/A PC Healthy Democracy: To support the Center for Secure and Modern Elections for fiscal years 2023 and 2024 1,000,000

New Venture Fund

1828 L St NW Ste 300-A
Washington,DC20036
N/A PC Healthy Democracy: To support the Civic Responsibility Project for fiscal years 2023 and 2024 1,500,000

New Venture Fund

1828 L St NW Ste 300-A
Washington,DC20036
N/A PC Good Philanthropic Citizen Grants: To support the Safety Respect Equity Network for fiscal years 2022, 2023, and 2024 75,000

News Literacy Project Inc

5335 Wisconsin Ave NW Ste 440
Washington,DC20015
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022 and 2023 150,000

Noble And Greenough School

10 Campus Dr
Dedham,MA02026
N/A PC Other Grants and Contributions: Employee matching gift 125

Norman Rockwell Museum At Stockbridge Inc

9 Glendale Rd Rt 183
Stockbridge,MA01262
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 85,000

North Adams Public Schools

Treasurers Office 10 Main St
North Adams,MA01247
N/A GOV Music Pathways for Youth: To repair brass and woodwind instruments and purchase accessories for the elementary school music program 6,581

Now And There Inc

186 South St Ste 302
Boston,MA02111
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 31,875

Nurtury Inc

2201 Washington St Ste 306
Roxbury,MA02119
N/A PC Other Grants and Contributions: Employee matching gift 150

Online News Association

1111 North Capitol St NE 6th Fl
Washington,DC20002
N/A PC Healthy Democracy: To support an initiative to strengthen local media 200,000

Pakachoag Music School Of Greater Worcester

10 Irving St
Worcester,MA01609
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2022, 2023, and 2024 20,000

Pan Massachusetts Challenge Trust

77 Fourth Ave
Needham,MA02494
N/A PC Other Grants and Contributions: Employee matching gift 370

Parent Professional Advocacy League Inc

77 Rumford Ave
Waltham,MA02453
N/A PC Children's Mental Health: Unrestricted operating support for fiscal years 2022, 2023, and 2024 30,000

Pathways Togo Inc

PO Box 6091
Baltimore,MD21231
N/A PC Other Grants and Contributions: Employee matching gift 100

Payomet Inc

29 Old Dewline Rd
Truro,MA02666
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 42,500

PBS Foundation

1225 South Clark St
Arlington,VA22202
N/A PC Healthy Democracy: To support the documentary television series "Black & Jewish in America and to provide a challenge grant 375,000

Perkins School for the Blind

175 North Beacon St
Watertown,MA02472
N/A PC Music Pathways for Youth: To support the secondary music program for fiscal years 2024, 2025, and 2026 40,000

Pine Street Inn Inc

444 Harrison Ave
Boston,MA02118
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscals years 2023 and 2024 500,000

Policy Impact

1107 9th St Ste 500
Sacramento,CA95814
N/A PC Healthy Democracy: To support convening spaces devoted to challenges facing American democracy 100,000

Policy Impact

1107 9th St Ste 500
Sacramento,CA95814
N/A PC Healthy Democracy: To support a communications collaborative to strengthen the pro-democracy field 1,000,000

Policy Impact

1107 9th St Ste 500
Sacramento,CA95814
N/A PC Healthy Democracy: To support a funder working group devoted to mitigating hate and political violence 175,000

Policy Impact

1107 9th St Ste 500
Sacramento,CA95814
N/A PC Healthy Democracy: To support research on antisemitism, hate speech, and political violence 25,000

President and Trustees of Bates College

2 Andrew Rd 216 Lane Hall
Lewiston,ME04240
N/A PC Other Grants and Contributions: Employee matching gift 2,600

Project Bread - The Walk for Hunger Inc

145 Border St
East Boston,MA02128
N/A PC Other Grants and Contributions: Employee matching gift 51

Project Bread - The Walk for Hunger Inc

145 Border St
East Boston,MA02128
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 250,000

Project Citizenship Inc

11 Beacon St Ste 720
Boston,MA02108
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 30,000

Project STEP Inc

Symphony Hall 301 Massachusetts Ave
Boston,MA02115
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2022, 2023, and 2024 40,000

Protect Democracy Project

2020 Pennsylvania Ave NW Ste 163
Washington,DC20006
N/A PC Healthy Democracy: Unrestricted operating support for fiscals years 2022, 2023, and 2024 1,500,000

Provincetown Art Association And Museum Inc

460 Commercial St
Provincetown,MA02657
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 53,125

Ramapo-Bergen Animal Refuge Inc

2 Shelter Ln
Oakland,NJ07436
N/A PC Other Grants and Contributions: Employee matching gift 53

Raw Art Works Inc

37 Central Sq
Lynn,MA01901
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 63,750

Raw Art Works Inc

37 Central Sq
Lynn,MA01901
N/A PC Massachusetts Community Grants: To support repair expenses for the Raw Art Works space (Community Capital Fund) 250,000

Record Company Inc

960 Massachusetts Ave
Boston,MA02118
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 21,250

Red Rivers Theatres Inc

11 S Main St Ste L1-1
Concord,NH03301
N/A PC Other Grants and Contributions: Employee matching gift 104

Reichman University (CC)

HaUniversita 8
Herzliya,Tel Aviv4610101
IS
N/A PC Arab Israeli Employment and Education: To support the Center for Economic Policy of the Israeli Arab Society for fiscal years 2023 and 2024 100,000

Reporters Committee For Freedom Of The Press

1156 15th St NW Ste 1020
Washington,DC20005
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022 and 2023 200,000

Rian Immigrant Center Inc

1 State St 8th Fl
Boston,MA02109
N/A PC Massachusetts Community Grants: To support the Massachusetts Immigrant Collaborative for fiscal years 2022 and 2023 750,000

Rian Immigrant Center Inc

1 State St 8th Fl
Boston,MA02109
N/A PC Massachusetts Community Grants: To support the Massachusetts Immigrant Collaborative for fiscal years 2024 and 2025 750,000

Roca Inc

101 Park St
Chelsea,MA02150
N/A PC Children's Mental Health: Unrestricted operating support for fiscal years 2023, 2024, and 2025 250,000

Rockefeller Philanthropy Advisors Inc

120 Bdwy Ste 3475
New York,NY10271
N/A PC Healthy Democracy: To support the New Pluralists Collaborative for fiscal years 2021, 2022, and 2023 1,000,000
Roger Cone PhD Regents of the Unive


3003 South State St
Ann Arbor,MI48109
None I Medical and Scientific Research: Development of Melanocortin-3 Receptor Agonists for the Treatment of Anorexia Nervosa 234,597

Saint John Paul II Catholic Academy Inc

2200 Dorchester Ave
Dorchester,MA02124
N/A PC Music Pathways for Youth: To support music programming for fiscal years 2022, 2023, and 2024 40,000

Salem State University Foundation Inc

352 Lafayette Street
Salem,MA01970
N/A PC Children's Mental Health: To support planning at the School of Social Work and financial assistance for its students 500,000

Search for Common Ground

1730 Rhode Island Ave NW Ste 1101
Washington,DC20036
N/A PC Healthy Democracy: To support state-level resilience infrastructure 750,000

Second Chance Cars

1211 Main St 2nd Fl
Concord,MA01742
N/A PC Other Grants and Contributions: Employee matching gift 50

Seven Hills Foundation Inc

81 Hope Ave
Worcester,MA01603
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Sikkuy-Aufoq - For a Shared and Equal Society

17 Rachel Hameshoreret
Jerusalem   96348
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2022, 2023, and 2024 125,000

Sisters of Saint Ann Anna Maria College

50 Sunset Ln
Paxton,MA01612
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Social Innovation Forum Inc

2 Oliver St Ste 802
Boston,MA02109
N/A PC Other Grants and Contributions: Employee matching gift 180

Sociedad Latina Inc

1530 Tremont St
Roxbury,MA02120
N/A PC Music Pathways for Youth: To support the music program for fiscal years 2022, 2023, and 2024 50,000

South Boston Community Health Center

409 West Brdwy
South Boston,MA02127
N/A PC Children's Mental Health: Unrestricted operating support and support for additional staffing as a part of the TEAM UP for Children Initiative 157,500

Southcoast Community Foundation Inc

128 Union St Ste 403
New Bedford,MA02740
N/A PC Massachusetts Community Grants: To support current community needs for fiscal years 2022 and 2023 150,000

Speak Easy Stage Inc

539 Tremont St
Boston,MA02116
N/A PC Unrestricted operating support for fiscal years 2021, 2022, and 2023, as a part of the Barr-Klarman Massachusetts Arts Initiative 53,125

States United Democracy Center Inc

1101 17th St NW Ste 250
Washington,DC20036
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022 and 2023 750,000

Stichting European Climate Foundation

Riviervismarkt 5
The Hague   2513 AM
NL
N/A PC Climate: To support international efforts to transition to clean energy for fiscal years 2023 - 2026 3,000,000

Summer Search

3840 Washington St Ste 2
Jamaica Plain,MA02130
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2022, 2023, and 2024 75,000

Tapuah - The Association to Advance the Era of Technology in Israel

Tchernikhovski St 3
Ramla   7244402
IS
N/A PC Arab Israeli Employment and Education: To support the mission and organizational goals of Tapuah, including its work in the Arab community, for fiscal year 2023 75,000

Teach For America Inc

50 Milk St 16th Fl
Boston,MA02109
N/A PC Massachusetts Community Grants: Unrestricted operating support in Massachusetts for fiscal years 2023, 2024, and 2025 50,000

Technical Development Corporation

31 Milk St Ste 310
Boston,MA02109
N/A PC To support management, technical assistance, and training for the Barr-Klarman Massachusetts Arts Initiative 550,000

Tel-Aviv University

Carter Building Ramat Aviv 6997801
Rm 108
TelAviv   6997801
IS
N/A PC Arab Israeli Employment and Education: To support the First Steps program for fiscal years 2020, 2021, 2022, and 2023 20,000

Tel-Aviv University

Carter Building Ramat Aviv 6997801
Rm 108
TelAviv   6997801
IS
N/A PC Arab Israeli Employment and Education: To support the First Steps program for fiscal years 2024, 2025, and 2026 100,000

Temple Hillel B'nai Torah

120 Corey St
West Roxbury,MA02132
N/A PC Other Grants and Contributions: Employee matching gift 4,512

Tenafly Nature Center Association

313 Hudson Ave
Tenafly,NJ07670
N/A PC Other Grants and Contributions: Employee matching gift 100

The Abraham Initiatives

5 HaMelacha
Lod   7152011
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2022 and 2023 100,000

The American Society for the Prevention of Cruelty to Animals

424 E 92nd St
New York,NY10128
N/A PC Other Grants and Contributions: Employee matching gift 100

The Boston Education Development Foundation Inc

6 Roxbury St
Roxbury,MA02119
N/A PC Music Pathways for Youth: To support the Making Music Matters program for fiscal years 2024 and 2025 75,000

The Boston Private Industry Council Inc

2 Oliver St Fl 3
Boston,MA02109
N/A PC Massachusetts Community Grants: To support the School-to-Career Program for summers 2021, 2022, and 2023 50,000

The Davidson Inst of Science Education at the Weizmann Inst of Science (R

234 Herzl St PO Box 26
Rehovot   7610001
IS
N/A PC Arab Israeli Employment and Education: To support the Ma'ale program in Sciences for Arab Students for fiscal years 2024, 2025, and 2026 240,000

The Food Bank of Western Massachusetts Inc

PO Box 160
Hatfield,MA01038
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 120,000

The Greater Boston Food Bank Inc

70 South Bay Ave
Boston,MA02118
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 270,000

The Hebrew University of Jerusalem

Division for Advancement and
External Relations Mt Scopus Campus
Jerusalem   9190501
IS
N/A PC Arab Israeli Employment and Education: To support aChord: Center for the Psychology of Social Change for fiscal years 2022, 2023, and 2024 200,000

The Home for Little Wanderers

10 Guest St
Boston,MA02135
N/A PC Children's Mental Health: Unrestricted operating support 2,500

The Lenny Zakim Fund Inc

c/o DLA Piper 33 Arch St 26th Fl
Boston,MA02110
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, 2024 and 2025 250,000

The McLean Hospital Corporation

115 Mill St Mail Stop 126
Belmont,MA02478
N/A PC Massachusetts Community Grants: Unrestricted operating support 25,000

The Miami Foundation Inc

40 NW 3rd St Ste 305
Miami,FL33128
N/A PC Healthy Democracy: To support the Legal Clinics Fund for fiscal years 2022, 2023, 2024, and 2025 400,000

The National Library of Israel Ltd (CC)

Edmond J Safra Campus Givat Ram PO
Box 39105
Jerusalem   9139002
IS
N/A PC Good Philanthropic Citizen Grants: To support the construction of the National Library of Israel (Capital) 1,500,000

The Northampton Academy Of Music Inc

274 Main St
Northampton,MA01060
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 23,050

The People's Fund

PO Box 4163
Honolulu,HI96812
N/A PC Other Grants and Contributions: Employee matching gift 206

The Portland Trust

54 Portland Pl
London   W1B 1DY
UK
N/A PC Arab Israeli Employment and Education: To support the Northern Economic Development project and the monitoring of Arab Israeli programmatic advancement for fiscal years 2022, 2023, and 2024 250,000

The Project On Government Oversight Inc

1100 13th St NW Ste 800
Washington,DC20005
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2021, 2022, and 2023 500,000

The Samuel Neaman Institute for National Policy Research (CC)

Neaman Bldg
Technion City,Haifa3200003
IS
N/A PC Medical and Scientific Research: To support an evaluation of the Israel Precision Medicine Partnership 90,000

The SchwartzReisman Science Education Center Rehovot (RA)

Herzl St 234 PO Box 26
Rohovot   76306
IS
N/A PC Arab Israeli Employment and Education: To support the preparation and integration of Arab Israelis into the Schwartz/Reisman Science Education Centers and the construction of the Kfar Saba Campus for fiscal years 2022, 2023, and 2024 (Capital) 2,800,000

The Urban Farming Institute of Boston Inc

487 Norfolk St
Mattapan,MA02126
N/A PC Massachusetts Community Grants: To support acquisition expenses for the Fowler Clark Epstein Farm (Community Capital Fund) 200,000

Third Sector New England Inc

89 South St Ste 700
Boston,MA02111
N/A PC Massachusetts Community Grants: To support construction expenses and a reserve fund for the Future Chefs headquarters (Community Capital Fund) 500,000

Third Sector New England Inc

89 South St Ste 700
Boston,MA02111
N/A PC Healthy Democracy: To support the Massachusetts Voter Table and Democracy HUBS project for fiscal years 2024 and 2025 175,000

Trustees Of Boston University

Boston University 890 Commonwealth
Ave 3rd Fl
Boston,MA02215
N/A PC Other Grants and Contributions: Employee matching gift 50

Tsofen High Technology Centers Ltd

Hawa Building 14 Wadi El Haj
Nazareth,HaZafon1603611
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023 and 2024 75,000

Turkish Philanthropy Funds Inc

1460 Bdwy 5th Fl
New York,NY10036
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Turkey 50,000

United States Holocaust Memorial Museum

100 Raoul Wallenberg Pl SW
Washington,DC200242126
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2023, 2024, and 2025 150,000

United Way of Central Massachusetts Inc

484 Main St Ste 300
Worcester,MA01608
N/A PC Massachusetts Community Grants: To support the Massachusetts Farm Resiliency Fund 100,000

United Way Of Massachusetts Bay Inc

9 Channel Center St Ste 500
Boston,MA02210
N/A PC Massachusetts Community Grants: To support The Massachusetts Migrant Families Relief Fund 250,000

United Way Of Massachusetts Bay Inc

9 Channel Center St Ste 500
Boston,MA02210
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2022, 2023, and 2024 300,000

UpStart Bay Area

1111 Bdwy 3rd Fl
Oakland,CA94607
N/A PC Other Grants and Contributions: Employee matching gift 1,554

Upstream Usa Inc

2 Oliver St Ste 402
Boston,MA02109
N/A PC Bold Bets: Unrestricted operating support for fiscal years 2023 - 2029 650,000

Vietnamese American Initiative For Development Inc

42 Charles St Ste E
Boston,MA02122
N/A PC Massachusetts Community Grants: To support construction expenses for the Words as Worlds space (Community Capital Fund) 100,000

Vietnamese American Initiative For Development Inc

42 Charles St Ste E
Boston,MA02122
N/A PC Massachusetts Community Grants: To support repair expenses for the Vietnamese American Community Center (Community Capital Fund) 250,000

Washington Institute for Near East Policy

1111 19th St NW Ste 500
Washington,DC20036
N/A PC Good Philanthropic Citizen Grants: Unrestricted operating support for fiscal years 2021, 2022, and 2023 125,000

West End House Inc

105 Allston St
Allston,MA02134
N/A PC Music Pathways for Youth: To support the music program for fiscal years 2022, 2023, and 2024 50,000

Western States Center Inc

3519 NE 15th Ave 117
Portland,OR97212
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2022, 2023, and 2024 250,000

William J Brennan Jr Center for Justice Inc

120 Bdwy Ste 1750
New York,NY10271
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2024, 2025, and 2026 250,000

Women in Need Inc

One State Street Plz 18th Fl
New York,NY10004
N/A PC Other Grants and Contributions: Employee matching gift 50

Worcester Chamber Music Society Inc

323 Main St
Worcester,MA01608
N/A PC Music Pathways for Youth: To support the Neighborhood Strings program for fiscal years 2022, 2023, and 2024 20,000

Worcester County Food Bank Inc

474 Boston Tpke
Shrewsbury,MA01545
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 120,000

Yad Vashem Jerusalem

4 Har Hazikaron PO Box 3477
Jerusalem   9103401
IS
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2021, 2022, and 2023 150,000

Year Up Inc

45 Milk St 2nd Fl
Boston,MA02109
N/A PC Bold Bets: Unrestricted operating support, including Boston operations, for fiscal years 2020 - 2023 1,000,000

Youth Villages Inc

3320 Brother Blvd
Memphis,TN38133
N/A PC Children's Mental Health: Unrestricted operating support for Youth Villages New England for fiscal years 2022, 2023, and 2024 500,000

Youth Villages Inc

3320 Brother Blvd
Memphis,TN38133
N/A PC Children's Mental Health: Unrestricted operating support 2,500

Zaka North Inc

2920 Ave R
Brooklyn,NY11229
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Israel 50,000

Zeiterion Theatre Inc

684 Purchase St
New Bedford,MA02740
N/A PC Unrestricted operating support for fiscal years 2022, 2023, and 2024, as a part of the Barr-Klarman Massachusetts Arts Initiative 63,750

ZUMIX Inc

260 Sumner St
East Boston,MA02128
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 75,000
Total .................................right arrow 3a 89,989,220
bApproved for future payment

A Wider Bridge
1441 Bdwy Ste 6149
New York,NY10018
N/A PC Connections to Israel: Unrestricted operating support for fiscal years 2024 and 2025 125,000

AJEEC-NISPED
5 Yehuda HaNahtom
Beersheva   8421360
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023, 2024, and 2025 250,000

Ben-Gurion University of the Negev
1 Ben-Gurion Blvd
BeerSheva   8410501
IS
N/A PC Arab Israeli Employment and Education: To support Bridge to Academy at the Jusidman Center for fiscal years 2024, 2025, and 2026 195,000

Benjamin Franklin Cummings Institute of Technology
41 Berkeley St
Boston,MA02116
N/A PC Massachusetts Community Grants: To support construction expenses for the new campus (Community Capital Fund) 250,000

Berklee College of Music Inc
1140 Boylston St MS-1140 IA
Boston,MA02215
N/A PC Music Pathways for Youth: To support City Music Boston for fiscal years 2024, 2025, and 2026 200,000

Boston After School & Beyond Inc
89 South St
Boston,MA02111
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2024 and 2025 125,000

Boston Arts Academy Foundation Inc
126 Brookline Ave 3rd Fl
Boston,MA02215
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 300,000

Boston Children's Chorus Inc
20 Old Colony Ave 2nd Fl
Boston,MA02127
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 200,000

Boston City Singers Inc
17 Waldeck St
Dorchester,MA02124
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 150,000

Boston Health Care for the Homeless Program Inc
780 Albany St
Boston,MA02118
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 300,000

Boston Jewish Film Inc
1001 Watertown St
West Newton,MA02465
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023 and 2024 15,000

Boston Landmarks Orchestra Inc
PO Box 441160
Somerville,MA02144
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 150,000

Boston String Academy
PO Box 171035
Boston,MA02117
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 80,000

Brockton Hospital Inc
680 Centre St
Brockton,MA02302
N/A PC Massachusetts Community Grants: To support renovation expenses (Community Capital Fund) 500,000

Brookline Community Mental Health Center Inc
41 Garrison Rd
Brookline,MA02445
N/A PC Children's Mental Health: To support the Bridge for Resilient Youth in Transition (BRYT) program for fiscal years 2024, 2025, and 2026 250,000

Catholic Schools Foundation Inc
67 Batterymarch St 6th Fl
Boston,MA02110
N/A PC Massachusetts Community Grants: To support the Building Minds Scholarship Fund 150,000

Celebrity Series of Boston
20 Park Plz Ste 220
Boston,MA02116
N/A PC Massachusetts Community Grants: To support Arts for All programs for fiscal years 2024 and 2025 25,000

Combined Jewish Philanthropies of Greater Boston Inc
Kraft Family Building 126 High St
Boston,MA02110
N/A PC Healthy Democracy: To support the mission and goals of the Jewish Community Relations Council of Greater Boston for fiscal years 2024 and 2025 250,000

Community Music School Of Springfield Inc
127 State St
Springfield,MA01103
N/A PC Music Pathways for Youth: To support the Sonido Musica program and music lesson scholarships for fiscal years 2024, 2025, and 2026 80,000

Dimock Community Services Corporation
55 Dimock St
Boston,MA02119
N/A PC Massachusetts Community Grants: To support renovation expenses for the renovation of the Z Building (Community Capital Fund) 500,000

Edmond de Rothschild Partnerships
15 Halamish St
Caesarea   3079504
IS
N/A PC Arab Israeli Employment and Education: To support Arab and Bedouin Israeli communities for fiscal years 2024, 2025, and 2026 350,000

Edvestors Inc
142 Berkeley St Ste 410
Boston,MA02116
N/A PC Massachusetts Community Grants: To support the BPS Arts Expansion Initiative for fiscal years 2024, 2025, and 2026, and in honor of EdVestors' 20th anniversary 500,000

German Marshall Fund of the United States
1744 R St NW
Washington,DC20009
N/A PC Healthy Democracy: To support the mission and goals of Alliance for Securing Democracy for fiscal years 2024 and 2025 300,000

Hasoub - Org for Entrepreneurship and Tech Promotion within the Arab Societ
Alquds St
Arara   3002600
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2024, 2025, and 2026 675,000

Hillel The Foundation for Jewish Campus Life
800 8th St NW
Washington,DC20001
N/A PC Healthy Democracy: To support education and awareness of antisemitism at university campuses for fiscal years 2024 and 2025 150,000

Honeymoon Israel Foundation Inc
2406 Mt Vernon Rd Ste 130
Dunwoody,GA30338
N/A PC Connections to Israel: Unrestricted operating support for fiscal year 2024 200,000

Israel Science Foundation
Albert Einstein Sq 43 Jabotinsky St
Jerusalem   9104001
IS
N/A PC Medical and Scientific Research: To support research grants within the framework of MAVRI 4,500,000

Issue One
1401 K St NW Ste 350
Washington,DC20005
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2024 and 2025 225,000

Jewish Funders Network
150 W 30th St Ste 900
New York,NY10001
N/A PC Good Philanthropic Citizen Grants: To support the mission and goals of CANVAS for fiscal years 2023, 2024, and 2025 300,000

Jewish Funders Network
150 W 30th St Ste 900
New York,NY10001
N/A PC Good Philanthropic Citizen Grants: Unrestricted operating support for fiscal years 2023 and 2024, and to support the International Conference and JFN Israel 100,000

Kav Mashve
39 Haatzmaut Road PO Box 33699
Haifa   3133901
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023, 2024, and 2025 200,000

Keren Shituf Tormim (Keshet) DAF Ba'am (Donor Advised Fund IL Ltd (CC))
Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS
N/A PC Arab Israeli Employment and Education: To support spaces for dialogue 1,280,000

Longwood Symphony Orchestra Inc
35 Webster St
West Newton,MA02465
N/A PC Massachusetts Community Grants: Unrestricted operating support for fiscal years 2023, 2024, and 2025 50,000

Louis D Brown Peace Institute Corporation
15 Christopher St
Dorchester,MA02122
N/A PC Massachusetts Community Grants: To support construction expenses for the Center for Healing, Teaching and Learning (Community Capital Fund) 750,000

Lowell Catholic
530 Stevens St
Lowell,MA01851
N/A PC Music Pathways for Youth: To purchase brass and wind instruments, percussion instruments, choral risers, and storage cabinets 20,000

Lynn Arts Inc
590 Washington St
Lynn,MA01901
N/A PC Massachusetts Community Grants: To support repair expenses for the LynnArts building (Community Capital Fund) 250,000

Making Music Matters Inc
PO Box 320442
West Roxbury,MA02132
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024 and 2025 75,000

Massachusetts Legal Assistance Corporation
18 Tremont St Ste 1010
Boston,MA02108
N/A PC Healthy Democracy: To support the Massachusetts Immigration Legal Assistance Fund and unrestricted operating support 600,000

Massachusetts Society for the Prevention of Cruelty to Children
125 Hartwell Ave
Lexington,MA02421
N/A PC Children's Mental Health: To support the Children's Mental Health Campaign for fiscal years 2024 and 2025 50,000

Massachusetts Voter Education Network Inc
55 Roxbury St 191746
Boston,MA02119
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2023 and 2024 25,000

Matan - Investing in the Community
33 Yaavets St
Tel Aviv   6525832
IS
N/A PC Arab Israeli Employment and Education: To support Bridging Insights work within Israel for fiscal years 2023, 2024 and 2025 250,000

Neo Philanthropy Inc
1001 Ave of Americas 12th Fl
New York,NY10018
N/A PC Healthy Democracy: To support the State Infrastructure Fund for fiscal years 2023 and 2024 250,000

New North Citizens Council Inc
2455 Main St
Springfield,MA01109
N/A PC Massachusetts Community Grants: To support construction expenses for the Barbara Rivera Community Center (Community Capital Fund) 500,000

New Venture Fund
1828 L St NW Ste 300-A
Washington,DC20036
N/A PC Healthy Democracy: To support the Voter Engagement Fund for fiscal years 2023 and 2024 3,500,000

New Venture Fund
1828 L St NW Ste 300-A
Washington,DC20036
N/A PC Healthy Democracy: To support the Civic Responsibility Project for fiscal years 2023 and 2024 1,500,000

North Adams Public Schools
Treasurers Office 10 Main St
North Adams,MA01247
N/A GOV Music Pathways for Youth: To repair brass and woodwind instruments and purchase accessories for the elementary school music program 10,419

Ogen - Free Loan Fund (RA)
29 Rivka St PO Box 10424
Jerusalem   9110401
IS
N/A PC Arab Israeli Employment and Education: To support work to advance Arab society for fiscal years 2024, 2025, and 2026 1,500,000

Ogen - Free Loan Fund (RA)
29 Rivka St PO Box 10424
Jerusalem   9110401
IS
N/A PC Good Philanthropic Citizen Grants: To support humanitarian aid and relief efforts in Israel 250,000

PBS Foundation
1225 South Clark St
Arlington,VA22202
N/A PC Healthy Democracy: To support the documentary television series "Black & Jewish in America and to provide a challenge grant 375,000

Perkins School for the Blind
175 North Beacon St
Watertown,MA02472
N/A PC Music Pathways for Youth: To support the secondary music program for fiscal years 2024, 2025, and 2026 80,000

Policy Impact
1107 9th St Ste 500
Sacramento,CA95814
N/A PC Healthy Democracy: To support convening spaces devoted to challenges facing American democracy 100,000

Policy Impact
1107 9th St Ste 500
Sacramento,CA95814
N/A PC Healthy Democracy: To support a communications collaborative to strengthen the pro-democracy field 1,000,000

Policy Impact
1107 9th St Ste 500
Sacramento,CA95814
N/A PC Healthy Democracy: To support a funder working group devoted to mitigating hate and political violence 175,000

Rian Immigrant Center Inc
1 State St 8th Fl
Boston,MA02109
N/A PC Massachusetts Community Grants: To support the Massachusetts Immigrant Collaborative for fiscal years 2024 and 2025 750,000

Rose Conservatory
1350 Pleasant St
Brockton,MA02302
N/A PC Music Pathways for Youth: To rent 18 violins and 8 cellos, and to purchase ukeleles, recorders, drums, electronic keyboards, music stands, and accessories 24,000

Tel-Aviv University
Carter Building Ramat Aviv 6997801
Rm 108
TelAviv   6997801
IS
N/A PC Arab Israeli Employment and Education: To support the First Steps program for fiscal years 2024, 2025, and 2026 150,000

The Davidson Inst of Science Education at the Weizmann Inst of Science (R
234 Herzl St PO Box 26
Rehovot   7610001
IS
N/A PC Arab Israeli Employment and Education: To support the Ma'ale program in Sciences for Arab Students for fiscal years 2024, 2025, and 2026 360,000

The Urban Farming Institute of Boston Inc
487 Norfolk St
Mattapan,MA02126
N/A PC Massachusetts Community Grants: To support acquisition expenses for the Fowler Clark Epstein Farm (Community Capital Fund) 600,000

Third Sector New England Inc
89 South St Ste 700
Boston,MA02111
N/A PC Healthy Democracy: To support the Massachusetts Voter Table and Democracy HUBS project for fiscal years 2024 and 2025 175,000

Tsofen High Technology Centers Ltd
Hawa Building 14 Wadi El Haj
Nazareth,HaZafon1603611
IS
N/A PC Arab Israeli Employment and Education: Unrestricted operating support for fiscal years 2023 and 2024 75,000

United States Holocaust Memorial Museum
100 Raoul Wallenberg Pl SW
Washington,DC200242126
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2023, 2024, and 2025 300,000

Upstream Usa Inc
2 Oliver St Ste 402
Boston,MA02109
N/A PC Bold Bets: Unrestricted operating support for fiscal years 2023 - 2029 4,350,000

Vietnamese American Initiative For Development Inc
42 Charles St Ste E
Boston,MA02122
N/A PC Massachusetts Community Grants: To support repair expenses for the Vietnamese American Community Center (Community Capital Fund) 250,000

William J Brennan Jr Center for Justice Inc
120 Bdwy Ste 1750
New York,NY10271
N/A PC Healthy Democracy: Unrestricted operating support for fiscal years 2024, 2025, and 2026 500,000

ZUMIX Inc
260 Sumner St
East Boston,MA02128
N/A PC Music Pathways for Youth: Unrestricted operating support for fiscal years 2024, 2025, and 2026 150,000
Total ................................. right arrow 3b 31,869,419
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
aInterest income from PRI         19,894
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 183,080  
4 Dividends and interest from securities ....     14 8,131,992  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
525990 243,834 18 50,879,936  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFrom Sch K-1 (Form 1065)
525990 -166,264 14 11,536,048  
bTax refund     01 106,934  
cForeign dividends     14 1,569,811  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 77,570 72,407,801 19,894
13Total. Add line 12, columns (b), (d), and (e)..................
13
72,505,265
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1a 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.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
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PTIN
Firm's name SmallBullet
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Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll and benefit services 9,267 0   9,267
Bookkeeping and fiscal management 161,746 0   161,746
Tax compliance 38,500 9,250   19,250
Investment accounting 22,008 22,008   0

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TY 2023 DepreciationSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Equipment 2020-11-10 150,976 69,212 SL 3.000000000000 30,625 0    
Furniture 2016-11-01 456,233 456,233 SL 5.000000000000 0 0    
Leasehold improvements 2017-12-03 777,294 517,601 SL 10.000000000000 77,832 0    
Software 2020-12-15 149,518 138,685 SL 3.000000000000 10,833 0    

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TY 2023 ExpenditureResponsibilityStmt
Name:
The Klarman Family Foundation
EIN:
04-3105768
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
Home Funders Collaborative LLC (Home Funders)
 
75 Arlington St 3rd Floor
Boston,MA02115
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 12/31/23. 2,000,000 To the knowledge of the grantor, no funds have been diverted. 3/23/23, 7/13/23, 10/10/23, 12/11/23 2023-12-11 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,MA02115
2023-11-30 3,768 To support legal and other costs incurred in documenting and implementing a services agreement with The Boston Foundation. 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.

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TY 2023 GainLossSaleOtherAssetsSch
Name:
The Klarman Family Foundation
EIN:
04-3105768
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
From Sch K-1 (Form 1065)   Purchased     243,834   Cost 0 243,834  

TY 2023 GeneralExplanationAttachment
Name:
The Klarman Family Foundation
EIN:
04-3105768
Identifier Return Reference Explanation
Summary of Grantmaking Activities Form 990-PF, Part XIV, Line 3a The Klarman Family Foundation seeks to identify areas of unmet need and to advance solutions to addressing them. We believe passionately in the promise and importance of creative thinking, strategic leadership and strong organizations to help bring about change. Our intention as a Foundation is to help make measurable progress in improving the lives of others.Our work is guided by the following principles and values:- We approach our work with a seriousness of purpose and evaluative rigor, and with an openness to tackle issues in new ways and the flexibility to adjust along the way.- Because society's problems seem to be compounding rapidly, we approach our work with a sense of urgency and willingness to invest based on the opportunities to make a difference rather than the limits of an annual grant-making budget.- We believe that the preservation of democratic norms lies at the core of our work, and that a healthy democracy is crucial to all we seek to achieve. - We value acting in partnership with other funders. We view these relationships as opportunities to learn and leverage greater impact. We apply what we learn to improve our philanthropic practices and outcomes.- We make funding decisions based on careful review of an organization's strategies and effectiveness, leadership and financial position. Our funding is intended to strengthen organizations, often through unrestricted support, so that they can make a measurable difference in pursuing their goals.The Foundation's grantmaking spans several areas of interest. The issues we are addressing are complicated, requiring new and creative thinking and persistence over time. As we are committed to learning and assessing our impact, our specific grantmaking strategies will continue to evolve. Our dedication to applying best practices in philanthropy will remain unchanged.

TY 2023 InvestmentsCorpStockSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Name of Stock End of Year Book Value End of Year Fair Market Value
2,367,631 CaaStle Inc 6,200,004 14,679,312
1,600,000 Celsius Therapeutics Inc 8,000,000 0
1,504,099 DynamiCare Health 700,000 1,037,828
2,139,639 Foghorn Therapeutics Inc 5,000,000 13,800,672
627,042 Imagry, Inc 2,500,000 14,996,964
151,515 Mercy BioAnalytics, Inc 1,999,998 1,999,998
12,000 Reconstruction US, Inc 2,000,040 2,000,040
832,773 Reflow Medical, Inc 6,903,572 12,171,540

TY 2023 InvestmentsOtherSchedule2
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
83North II Limited Partnership AT COST 904,756 1,845,233
Abrams Capital Partners I, LP AT COST 22,347,363 35,025,288
Abrams Capital Partners II, LP AT COST 26,651,481 38,614,241
Amiti III, LP AT COST 2,255,161 4,138,291
Ansa Capital Fund I, LP AT COST 9,288 0
Arbiter Special Opportunities Fund II, LP AT COST 21,151,127 13,406,246
Attestor Value Fund, LP AT COST 55,771,502 63,811,211
Banner Ridge Secondary Fund IV, LP AT COST 13,663,967 24,183,679
Banner Ridge Secondary Fund V (Offshore), LP AT COST 704,794 915,376
Baupost Value Partners, LP IV AT COST 56,856,813 51,849,258
Berkshire Fund IX-A (IND), LP AT COST 1,764,620 2,881,028
Berkshire Fund IX-A IND VP AIV, LP AT COST 36,322 20,332
Berkshire Fund VIII (IND), LP AT COST 365,258 1,281,027
Berkshire Fund X-A (IND), LP AT COST 2,142,384 2,575,932
BoxGroup Five, LP AT COST 3,324,917 3,910,431
BoxGroup Four, LP AT COST 4,118,745 10,527,877
BoxGroup More, LP AT COST 4,390,271 6,444,120
BoxGroup Strive, LP AT COST 3,893,596 3,819,722
Breakthrough Energy Ventures II, LP AT COST 6,154,847 10,028,021
Breakthrough Energy Ventures III, LP AT COST 4,168 0
Brizo Partners, LP AT COST 2,782,290 3,137,191
Commodore Capital Offshore Ltd AT COST 17,722,073 33,768,043
Crow's Nest Holdings Offshore Fund, Ltd AT COST 10,000,000 7,330,953
Cue Ball Capital, LP AT COST 1,870,599 1,851,308
EcoR1 Capital Fund, LP AT COST 20,300,518 23,919,271
EcoR1 Venture Opportunity Fund, LP AT COST 7,280,720 8,533,997
Eighty Seven Capital, LP AT COST 1,163,262 1,371,191
Ex/ante Fund I, LP AT COST 162,035 182,806
FIMI Opportunity 6, LP AT COST 3,661,102 6,111,000
FIMI Opportunity 7, LP AT COST 3,062,978 4,507,000
FIMI Opportunity V, LP AT COST 1,399,126 2,242,000
Finepoint Capital Partners II, LP AT COST 804,157 962,802
Flagship Pioneering Fund VII, LP AT COST 2,969,917 3,946,598
Flare Capital Partners I, LP AT COST 906,297 3,843,798
Flare Capital Partners II, LP AT COST 1,387,219 1,803,288
Flare Capital Partners III, LP AT COST 160,785 177,878
Flybridge Capital Partners III LP AT COST 0 433,444
Flybridge Capital Partners IV, LP AT COST 633,963 2,989,471
Grove Opportunity Fund I LP AT COST 929,031 1,162,636
Grove Ventures III, LP AT COST 1,192,300 1,171,260
Kensico Offshore Fund AT COST 8,746,767 17,450,039
Magma Venture Capital III Fund AT COST 1,078,768 14,316,397
Magma Venture Capital IV Fund AT COST 3,108,929 6,774,905
Mavik Real Estate Special Opportunities AT COST 5,484,387 4,899,516
MFN Partners, LP AT COST 55,591,188 84,877,610
Newtyn TE Partners AT COST 18,345,876 23,548,962
Pillar III-B, LP AT COST 3,174,003 3,135,929
Pitango Growth Fund I, LP AT COST 1,927,294 4,798,988
Pitango Healthtech Fund I, LP AT COST 1,666,614 2,055,553
Pitango Venture Capital Fund VI, LP AT COST 1,345,855 4,753,947
Pitango Venture Capital Fund VII, LP AT COST 1,875,647 4,837,884
Pitango Venture Capital Fund VIII, LP AT COST 1,335,194 2,544,496
Rise of the Rest Seed Fund II AIV, LP AT COST 58,961 59,020
Rise of the Rest Seed Fund II, LP AT COST 2,831,466 2,830,339
Riva Capital Partners V, LP AT COST 9,653,769 14,215,213
Route One Fund I, LP AT COST 23,145,310 33,712,180
S Capital II, LP AT COST 3,060,603 7,045,790
S Capital III, LP AT COST 680,444 674,946
S Capital Opportunity Fund, LP AT COST 3,606,197 6,356,056
S Capital, LP AT COST 3,358,889 13,185,489
Sarissa Capital Offshore Fund, Ltd AT COST 10,000,000 10,528,826
Spruce House Partnership (QP) LP AT COST 0 10,135,085
SPT LLC AT COST 9 0
Swiftcurrent Offshore, Ltd AT COST 7,500,000 8,470,855
Takwin Labs, LP AT COST 1,295,162 5,230,262
Takwin Venture Partners II, LP AT COST 1,421,575 1,367,736
Tamarix Capital Partners II, LP AT COST 2,708,435 2,648,737
TCG 30-B, LP AT COST 5,360,993 5,328,938
Techstars Accelerator 2021, LP AT COST 2,830,984 4,640,890
The Varde Fund X, LP AT COST 1,331,693 374,986
Third Rock Ventures V, LP AT COST 7,374,724 8,426,215
Third Rock Ventures VI, LP AT COST 707,736 764,382
TLV Partners II, LP AT COST 1,524,545 8,540,871
TLV Partners III, LP AT COST 1,973,783 3,581,998
TLV Partners IV, LP AT COST 2,257,395 2,518,846
TLV Partners Opportunity Fund, LP AT COST 4,666,922 6,541,363
TLV Partners Opportunity II, LP AT COST 2,171,802 1,532,120
Varde Investment Partners, LP AT COST 849,100 757,207
Victress Capital Funds, LP AT COST 686,280 459,202
XFactor 1, a series of XFactor Ventures, LP AT COST 434,024 1,457,296
XFactor 2, a series of XFactor Ventures, LP AT COST 450,575 847,354
XFactor 2022, LP AT COST 319,509 316,569

TY 2023 LandEtcSchedule2
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Equipment 150,976 99,837 51,139 51,139
Furniture 456,233 456,233 0 0
Leasehold improvements 777,294 595,433 181,861 181,861
Software 149,518 149,518 0 0


TY 2023 LegalFeesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment matters 13,561 13,561   0
Administrative and other matters 40,711 0   40,711
Grant-related matters 36,536 0   36,536


TY 2023 OtherAssetsSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PRI - Home Funders LLC 29,444 28,914 28,914
PRI - Home Funders Loan 1,989,399 1,989,399 1,989,399


TY 2023 OtherExpensesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank fees 427 0   427
Technology expense 112,214 0   112,214
Dues, memberships & subscriptions 195,117 0   195,117
Insurance 27,118 0   27,118
Office supplies 48,639 0   48,639
Passthrough K-1 expenses 12,385,799 12,052,538   0
State filing fees 1,000 0   1,000


TY 2023 OtherIncomeSchedule2
Name:
The Klarman Family Foundation
EIN:
04-3105768
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Interest income from PRI 19,894 19,894 19,894
From Sch K-1 (Form 1065) 11,369,784 11,533,266 11,369,784
Tax refund 106,934   106,934
Foreign dividends 1,569,811 1,569,811 1,569,811


TY 2023 OtherIncreasesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Description Amount
Returned grant funds 6,634


TY 2023 OtherProfessionalFeesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Program consulting and evaluation 384,680 0   384,680
Scientific advisors 109,225 0   109,225
International consulting 462,993 0   462,993
Information technology services 42,075 0   42,075
Human resources and benefits consulting 87,700 0   87,700
Communications 3,490 0   3,490
Organizational strategy consulting 184,350 0   184,350
Program planning and facilitation 58,017 0   58,017
Recruiting services 94,008 0   94,008


TY 2023 TaxesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF excise tax 733,000 0   0
990-T income tax 54,000 0   0
Foreign and state tax 69,987 69,987   0