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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$1,000,248,860J 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) 12,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8,017,767 8,017,767  
4 Dividends and interest from securities... 169,767 169,767  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
27,534,469
b Gross sales price for all assets on line 6a 48,402,826
7 Capital gain net income (from Part IV, line 2)... 24,586,822
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)....... Click to see attachment
List of Attached Documents:
// Content
26,273,254 26,546,528  
12 Total. Add lines 1 through 11........ 74,495,257 59,320,884  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 934,000 4,670   929,330
14 Other employee salaries and wages...... 2,724,557 13,623   2,710,934
15 Pension plans, employee benefits....... 862,183 4,311   857,872
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
84,597 3,681   80,916
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
251,849 38,138   203,711
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,561,177 0   1,561,177
17 Interest............... 12,168 12,168   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,001,051 34,051   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
116,498 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 143,485 0   143,485
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,421,665 14,522,892   488,577
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,113,230 14,633,534   6,976,002
25 Contributions, gifts, grants paid....... 82,184,561 82,184,561
26 Total expenses and disbursements. Add lines 24 and 25 105,297,791 14,633,534   89,160,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,802,534
b Net investment income (if negative, enter -0-) 44,687,350
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 14,870 105,200 105,200
2 Savings and temporary cash investments......... 150,723,167 129,183,574 129,183,968
3 Accounts receivable right arrow460,419
Less: allowance for doubtful accounts right arrow   502,625 460,419 460,419
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..........      
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
27,803,611 		58,382,108
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
5,651,412 		5,661,496
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).......... 557,241,625 Click to see attachment
List of Attached Documents:
// Content
547,872,115 		804,289,662
14 Land, buildings, and equipment: basis right arrow1,558,410
Less: accumulated depreciation (attach schedule) right arrow1,410,954 233,000 Click to see attachment
List of Attached Documents:
// Content
147,456 		147,456
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,018,313 		Click to see attachment
List of Attached Documents:
// Content
2,018,551 		Click to see attachment
List of Attached Documents:
// Content
2,018,551
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 744,037,214 713,242,338 1,000,248,860
Liabilities 17 Accounts payable and accrued expenses.......... 34,802 26,452
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)......... 34,802 26,452
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 744,002,412 713,215,886
29 Total net assets or fund balances (see instructions)..... 744,002,412 713,215,886
30 Total liabilities and net assets/fund balances (see instructions). 744,037,214 713,242,338
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
744,002,412
2
Enter amount from Part I, line 27a .....................
2
-30,802,534
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,008
4
Add lines 1, 2, and 3 ..........................
4
713,215,886
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
713,215,886
Form 990-PF (2024)
Form 990-PF (2024)
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 1,600,000 Celsius Therapeutics Inc P 2018-08-13 2024-11-08
e Kensico Offshore Fund - 15 P 2001-01-01 2024-07-31
Kensico Offshore Fund - 7 P 2001-01-01 2024-11-30
Kensico Offshore Fund - 18 P 2001-01-01 2024-11-30
Kensico Offshore Fund - 19 P 2001-01-01 2024-11-30
Kensico Offshore Fund - 8 P 2001-01-01 2024-12-31
Swiftcurrent Offshore, Ltd P 2012-06-01 2024-01-01
(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 4,313,235   4,306,689 6,546
b 28,801     28,801
c 28,978,250     28,978,250
d 702,294   8,000,000 -7,297,706
e 154,324   66,202 88,122
75,940   31,100 44,840
255,535   104,650 150,885
375,945   153,963 221,982
2,100,000   705,753 1,394,247
8,470,855   7,500,000 970,855
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       6,546
b       28,801
c       28,978,250
d       -7,297,706
e       88,122
      44,840
      150,885
      221,982
      1,394,247
      970,855
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 24,586,822
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) 1 621,154
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........................... 3 621,154
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- ..... 5 621,154
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,030,563
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 1,030,563
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 3,659
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 10 405,750
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow405,750 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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, AR, MD, MN, MT, ND, OK, SC
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
 
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
15.00 		0 0 0
PO Box 171627
Boston,MA02117
Kim McCabe President
40.00 		544,000 63,634 0
PO Box 171627
Boston,MA02117
Steven Moore Chief Operating Officer
40.00 		390,000 43,651 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 Chief Program Office
40.00 		350,000 43,145 0
PO Box 171627
Boston,MA02117
Laura Sherman Director, Local Init
40.00 		290,000 60,399 0
PO Box 171627
Boston,MA02117
Erin Samuel Director, Grantmakin
40.00 		234,818 55,256 0
PO Box 171627
Boston,MA02117
Alexandria Jose Controller
40.00 		188,500 52,415 0
PO Box 171627
Boston,MA02117
Yulya Spantchak Director, Strategy &
40.00 		196,500 40,988 0
PO Box 171627
Boston,MA02117
Total number of other employees paid over $50,000...................right arrow 12
Form 990-PF (2024)
Form 990-PF (2024)
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 Grantmaking consulting 529,121
175 Federal Street Floor 17
Boston,MA02110
RSM US LLP Consulting 306,608
PO Box 290058
Boston,MA02129
CFAR Consulting 233,166
1700 Market Street Suite 2140
Philadelphia,PA19103
Weber Shandwick Consulting 179,559
33 Arch Street Suite 1400
Boston,MA02110
Science Impact LLC Grantmaking consulting 136,434
10 Hawk Hill Road
Lincoln,MA02155
Total number of others receiving over $50,000 for professional services.............right arrow1
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 (2024)
Form 990-PF (2024)
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
15,789,872
b
Average of monthly cash balances.......................
1b
158,638,545
c
Fair market value of all other assets (see instructions)................
1c
859,123,498
d
Total (add lines 1a, b, and c).........................
1d
1,033,551,915
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
1,033,551,915
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,503,279
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,018,048,636
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
50,902,432
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
50,902,432
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
621,154
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
241,545
c
Add lines 2a and 2b............................
2c
862,699
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
50,039,733
4
Recoveries of amounts treated as qualifying distributions................
4
16,008
5
Add lines 3 and 4............................
5
50,055,741
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
50,055,741
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
89,160,563
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
30,954
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
89,191,517
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 50,055,741
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 30,565,510
b From 2020...... 35,694,224
c From 2021...... 26,810,344
d From 2022...... 43,267,921
e From 2023...... 49,167,776
f Total of lines 3a through e ........ 185,505,775
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 89,191,517
a Applied to 2023, 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 2024 distributable amount..... 50,055,741
e Remaining amount distributed out of corpus 39,135,776
5 Excess distributions carryover applied to 2024. 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 5 224,641,551
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		30,565,510
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		194,076,041
10 Analysis of line 9:
a Excess from 2020.... 35,694,224
b Excess from 2021.... 26,810,344
c Excess from 2022.... 43,267,921
d Excess from 2023.... 49,167,776
e Excess from 2024.... 39,135,776
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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
info@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 Crescendo Fund and the Community Capital Fund. More detailed information about applying to these programs can be found on the foundation's website: www.klarmanfoundation.org.
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 (2024)
Form 990-PF (2024)
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 Support for the MAVRI network 250,000

A Wider Bridge

1441 Bdwy Ste 6149
New York,NY10018 		N/A PC Unrestricted operating support 125,000

Action for Boston Community Development Inc

178 Tremont St
Boston,MA02111 		N/A PC Support for the Fuel Assistance program 35,000

Action for Boston Community Development Inc

178 Tremont St
Boston,MA02111 		N/A PC Support for the SummerWorks program 35,000

Adolescent Consultation Services Inc

189 Cambridge St
Cambridge,MA02141 		N/A PC Unrestricted operating support 40,000

AJEEC-NISPED

5 Yehuda HaNahtom
Beersheva   8421360
IS 		N/A PC Unrestricted operating support 125,000

AlBayader for Social Economic Development Ltd

Nazareth Industrial Park Mt
Precipice Rd 2015
Nazareth   16000
IS 		N/A PC Unrestricted operating support 600,000

Alzheimer's Disease and Related Disorders Association Inc

225 N Michigan Ave Fl 17
Chicago,IL60601 		N/A PC Employee matching gift 100

American Jewish Joint Distribution Committee Inc

220 E 42nd St
New York,NY10017 		N/A PC Support for disaster relief in Ukraine 50,000

American Jewish World Service Inc

45 W 36th St
New York,NY10018 		N/A PC Support for international grantmaking 400,000

Amutat Hamovilim Lemada and Technology (RA)

PO Box 114
Baqa AlGharbiyye   30100
IS 		N/A PC Unrestricted operating support 200,000

Animal Protective Association of Missouri

1705 S Hanley Rd
Saint Louis,MO63144 		N/A PC Employee matching gift 103

Animal Rescue League of Boston

c/o Development Office 10 Chandler
St
Boston,MA02116 		N/A PC Employee matching gift 50

Avodah the Jewish Service Corps Inc

195 Montague St Fl 14
Brooklyn,NY11201 		N/A PC Employee matching gift 360

BAGLY Inc

PO Box 960814
Boston,MA02196 		N/A PC Unrestricted operating support 25,000

Baitulmaal Inc

2300 Valley View Ln Ste 370
Irving,TX75062 		N/A PC Employee matching gift 200

Benjamin Franklin Cummings Institute of Technology

41 Berkeley St
Boston,MA02116 		N/A PC Capital project support 250,000

Berklee College of Music Inc

1140 Boylston St MS-1140 IA
Boston,MA02215 		N/A PC Support for META fellowship program 430,000

Berklee College of Music Inc

1140 Boylston St MS-1140 IA
Boston,MA02215 		N/A PC Support for music education programming 100,000

Black Economic Council of Massachusetts Inc

2300 Washington St
Boston,MA02119 		N/A PC Capital project support 250,000

Boston After School & Beyond Inc

89 South St
Boston,MA02111 		N/A PC Unrestricted operating support 125,000

Boston Arts Academy Foundation Inc

9 Lansdowne St Ste 2
Boston,MA02215 		N/A PC Unrestricted operating support 150,000

Boston Charitable Trust Fund

1 City Hall Sq Rm M-5
Boston,MA02201 		N/A PC Support for We Are Boston 20,000

Boston Children's Chorus Inc

33 Arch Street 17th Floor
Boston,MA02110 		N/A PC Unrestricted operating support 100,000

Boston City Singers Inc

17 Waldeck St
Dorchester,MA02124 		N/A PC Unrestricted operating support 75,000

Boston College Trustees

140 Commonwealth Avenue
Chestnut Hill,MA02467 		N/A PC Employee matching gift 500

Boston Food Forest Coalition

76 Weld Hill St
Jamaica Plain,MA02130 		N/A PC Capital project support 500,000

Boston Foundation Inc

75 Arlington St 3rd Fl
Boston,MA02116 		N/A PC Flexible support for current community needs 50,000

Boston Health Care for the Homeless Program Inc

780 Albany St
Boston,MA02118 		N/A PC Unrestricted operating support 150,000

Boston Jewish Film Inc

333 Nahanton St Ste 322
Newton,MA02459 		N/A PC Unrestricted operating support 15,000

Boston Landmarks Orchestra Inc

PO Box 441160
Somerville,MA02144 		N/A PC Unrestricted operating support 75,000

Boston Medical Center Corporation

One Boston Medical Center Pl
Boston,MA02118 		N/A PC Support for the TEAM UP for Children Initiative 2,075,000

Boston Medical Center Corporation

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

Boston Music Project Inc

885 Washington St
Boston,MA02118 		N/A PC Unrestricted operating support 100,000

Boston String Academy

PO Box 171035
Boston,MA02117 		N/A PC Unrestricted operating support 40,000

Boston Youth Symphony Orchestras Inc

855 Commonwealth Ave
Boston,MA02215 		N/A PC Support for music education programming 150,000

Boys & Girls Club of Lynn

25 N Common St
Lynn,MA01902 		N/A PC Capital project support 500,000

Boys and Girls Clubs of Boston Inc

200 High St 3rd Fl
Boston,MA02110 		N/A PC Unrestricted operating support 250,000

Bridge Boston Foundation Inc

435 Warren St
Roxbury,MA02119 		N/A PC Support for music education programming 50,000

Bridge Over Troubled Waters Inc

47 West St
Boston,MA02111 		N/A PC Unrestricted operating support 250,000

Brigham & Women's Hospital

75 Francis St
Boston,MA02115 		N/A PC Support for Ariadne Labs 500,000

Broad Institute Inc

415 Main St
Cambridge,MA02142 		N/A PC Support for scientific research 3,850,841

Brockton Hospital Inc

680 Centre St
Brockton,MA02302 		N/A PC Capital project support 500,000

Brookline Community Mental Health Center Inc

41 Garrison Rd
Brookline,MA02445 		N/A PC Support for the BRYT program 125,000

Brookline Education Foundation

PO Box 470652
Brookline,MA02447 		N/A PC Employee matching gift 102

Campaign Legal Center Inc

1101 14th St NW Ste400
Washington,DC20005 		N/A PC Unrestricted operating support 350,000

Campaign Legal Center Inc

1101 14th St NW Ste400
Washington,DC20005 		N/A PC Employee matching gift 100

Cape Cod Foundation Inc

261 Whites Path Unit 2
South Yarmouth,MA02664 		N/A PC Flexible support for current community needs 100,000

Cape Eleuthera Foundation Inc

PO Box 712484
Philadelphia,PA19171 		N/A PC Employee matching gift 75

Catholic Schools Foundation Inc

67 Batterymarch St 6th Fl
Boston,MA02110 		N/A PC Support for scholarships 75,000

Celebrity Series of Boston

20 Park Plz Ste 220
Boston,MA02116 		N/A PC Support for Arts for All programs 25,000

Center for Disaster Philanthropy Inc

One Thomas Cir NW Ste 700
Washington,DC20005 		N/A PC Support for disaster relief efforts in North America 250,000

Center for Election Innovation & Research

1120 Connecticut Ave NW Ste 1040
Washington,DC20036 		N/A PC Unrestricted operating support 100,000

Center for Reproductive Rights Inc

199 Water St 22nd Fl
New York,NY10038 		N/A PC Employee matching gift 52

Children's Hospital Corporation

300 Longwood Ave
Boston,MA02115 		N/A PC Employee matching gift 50

Children's Investment Fund Inc

18 Tremont St Ste 500
Boston,MA02108 		N/A PC Unrestricted operating support 100,000

City Strings Inc

PO Box 192120
Roxbury,MA02119 		N/A PC Unrestricted operating support 25,000

ClimateWorks Foundation

235 Montgomery St 1300
San Francisco,CA94104 		N/A PC Support for the FPC collaborative 4,000,000

Codman Square Health Center Inc

637 Washington St
Dorchester,MA02124 		N/A PC Capital project support 550,000

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

Hanechoshet 3 Bldg B 2nd Fl
TelAviv   6971068
IS 		N/A PC Unrestricted operating support 850,000

Combined Jewish Philanthropies of Greater Boston Inc

Kraft Family Building 126 High St
Boston,MA02110 		N/A PC Support for the JCRC of Greater Boston 250,000

Combined Jewish Philanthropies of Greater Boston Inc

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

Commonwealth Shakespeare Company Inc

101 Arch St 8th Fl
Boston,MA02110 		N/A PC Support for Shakespeare on the Common 25,000

Community Foundation of North Central Massachusetts Inc

649 John Fitch Hwy
Fitchburg,MA01420 		N/A PC Flexible support for current community needs 100,000

Community Foundation of Sarasota County Inc

2635 Fruitville Rd
Sarasota,FL34237 		N/A PC Support for disaster relief in Florida 50,000

Community Foundation of Tampa Bay Inc

4300 W Cypress St Ste 700
Tampa,FL33607 		N/A PC Support for disaster relief in Florida 50,000

Community Foundation of Western Massachusetts

333 Bridge St
Springfield,MA01103 		N/A PC Flexible support for current community needs 150,000

Community Music Center of Boston

34 Warren Ave
Boston,MA02116 		N/A PC Capital project support 500,000

Community Music Center of Boston

34 Warren Ave
Boston,MA02116 		N/A PC Unrestricted operating support 125,000

Community Music School of Springfield Inc

127 State St
Springfield,MA01103 		N/A PC Support for music education programming 40,000

Community Servings Inc

179 Amory St
Jamaica Plain,MA02130 		N/A PC Unrestricted operating support 75,000

Conservatory Lab Charter School Foundation

395 Columbia Rd
Dorchester,MA02125 		N/A PC Support for music education programming 50,000

Contina Impact

1107 9th St Ste 500
Sacramento,CA95814 		N/A PC Support for a communications collaborative 1,000,000

Contina Impact

1107 9th St Ste 500
Sacramento,CA95814 		N/A PC Support for efforts to mitigate hate and violence 175,000

Contina Impact

1107 9th St Ste 500
Sacramento,CA95814 		N/A PC Support for cross-sector civic convenings and learning 127,500

Contina Impact

1107 9th St Ste 500
Sacramento,CA95814 		N/A PC Support for a safety and security infrastructure fund 2,000,000

Dana-Farber Cancer Institute Inc

10 Brookline Pl W 6th Fl
Brookline,MA02445 		N/A PC Employee matching gift 50

Dimock Community Services Corporation

55 Dimock St
Boston,MA02119 		N/A PC Capital project support 250,000

Dream Machine Innovation SO Inc

1110 N Virgil Ave Num 280
Los Angeles,CA90029 		N/A SO I Support for the Exodus Leadership Forum 500,000

Eastie Farm Inc

6 Chelsea Ter
Boston,MA02128 		N/A PC Capital project support 500,000

Edmond de Rothschild Partnerships

15 Halamish St
Caesarea   3079504
IS 		N/A PC Support for a leadership program 250,000

Edvestors Inc

142 Berkeley St Ste 410
Boston,MA02116 		N/A PC Support for the Arts Expansion Initiative 250,000

Election Trust Initiative LLC

901 E St NW
Washington,DC20004 		N/A PC General initiative support 5,000,000

English for New Bostonians

185 Devonshire St Ste 700
Boston,MA02110 		N/A PC Unrestricted operating support 135,000

Environmental Defense Fund Incorporated

257 Park Avenue South 11th Floor
New York,NY10010 		N/A PC Support for the EDF+Business program 3,000,000

Equal Justice Initiative

122 Commerce St
Montgomery,AL36104 		N/A PC Unrestricted operating support 1,000,000

Essex County Community Foundation Inc

500 Cummings Ctr Ste 5450
Beverly,MA01915 		N/A PC Flexible support for current community needs 150,000

Facing History and Ourselves Inc

89 South St Ste 401
Boston,MA02111 		N/A PC Unrestricted operating support 1,500,000

Fay School Inc

48 Main St
Southborough,MA01772 		N/A PC Employee matching gift 250

Footsteps Inc

114 John St 930
New York,NY10272 		N/A PC Employee matching gift 5,000

Foundation for MetroWest Inc

3 Eliot St
Natick,MA01760 		N/A PC Flexible support for current community needs 150,000

Foundation for MetroWest Inc

3 Eliot St
Natick,MA01760 		N/A PC Employee matching gift 105

Franciscan Hospital for Children Inc

30 Warren St
Brighton,MA02135 		N/A PC Unrestricted operating support 20,000

Freedom House Inc

5 Crawford St
Dorchester,MA02121 		N/A PC Capital project support 250,000

Generation Citizen Inc

115 Broadway 5th Fl
New York,NY10006 		N/A PC Employee matching gift 500

Georgetown University

37th and O Streets NW
Washington,DC20057 		N/A PC Support for the ICAP program 550,000

German Marshall Fund of the United States

1744 R St NW
Washington,DC20009 		N/A PC Support for the ASD program 300,000

Girls Incorporated of Lynn

50 High St
Lynn,MA01902 		N/A PC Capital project support 500,000

Girls on the Run Greater Boston

89 South St Ste 104
Boston,MA02111 		N/A PC Employee matching gift 53

GLBTQ Legal Advocates & Defenders Inc

18 Tremont St Ste 950
Boston,MA02108 		N/A PC Unrestricted operating support 150,000

Greater Lowell Community Foundation Inc

100 Merrimack St Ste 202
Lowell,MA01852 		N/A PC Flexible support for current community needs 100,000

Greater Worcester Community Foundation Inc

1 Mercantile St Ste 010
Worcester,MA01608 		N/A PC Flexible support for current community needs 150,000

Hasoub

Alquds St
Arara   3002600
IS 		N/A PC Unrestricted operating support 250,000

Health Care for All Inc

70 Franklin St Ste 500
Boston,MA02110 		N/A PC Support for the TEAM UP for Children Initiative 26,000

Health Care for All Inc

70 Franklin St Ste 500
Boston,MA02110 		N/A PC Unrestricted operating support 65,000

Health Law Advocates Inc

70 Franklin St Ste 500
Boston,MA02110 		N/A PC Unrestricted operating support 75,000

Health Resources in Action Inc

2 Boylston St 4th Fl
Boston,MA02116 		N/A PC Support for MACHW 150,000

Hillel The Foundation for Jewish Campus Life

800 8th St NW
Washington,DC20001 		N/A PC Support for antisemitism awareness and education 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 665

Honeymoon Israel Foundation Inc

2406 Mt Vernon Rd Ste 130
Dunwoody,GA30338 		N/A PC Unrestricted operating support 200,000

Hopewell Fund

1201 Connecticut Ave NW
Washington,DC20036 		N/A PC Support for the Over Zero project 1,000,000

Human Cell Atlas Inc

415 Main St
Cambridge,MA02142 		N/A PC Unrestricted operating support 200,000

Hyde Square Task Force Inc

30 Sunnyside St
Jamaica Plain,MA02130 		N/A PC Unrestricted operating support and music education programming 100,000

Hyde Square Task Force Inc

30 Sunnyside St
Jamaica Plain,MA02130 		N/A PC Employee matching gift 125

Immigrant Family Services Institute Inc

1626 Blue Hill Ave
Mattapan,MA02126 		N/A PC Support for music education programming 20,000

Institute for Strategic Dialogue Us

1032 15th St NW Ste 285
Washington,DC20005 		N/A PC Unrestricted operating support 1,000,000

Interfaith America

141 W Jackson Blvd Ste 3200
Chicago,IL60604 		N/A PC Unrestricted operating support 500,000

Israel Science Foundation

Albert Einstein Sq 43 Jabotinsky St
Jerusalem   9104001
IS 		N/A PC Support for MAVRI scientific research grants 1,053,788

Israel Science Foundation

Albert Einstein Sq 43 Jabotinsky St
Jerusalem   9104001
IS 		N/A PC Support for IPMP scientific research grants 1,168,619

Israel-America Academic Exchange

8383 Wilshire Blvd Ste 400
Beverly Hills,CA90211 		N/A PC Unrestricted operating support 150,000

Issue One

1401 K St NW Ste 350
Washington,DC20005 		N/A PC Unrestricted operating support 225,000

Itrek Inc

1460 Broadway
New York,NY10036 		N/A PC Unrestricted operating support 750,000
Jamie Feusner MD Centre for Addicti


33 Ursula Franklin St T105
Toronto,OntarioM5S2S1
CA 		None I Support for scientific research 249,895

Jean Appolon Expressions Inc

33 Hubbard St Apt 1
Malden,MA02148 		N/A PC Capital project support 350,000

Jewish Arts Collaborative Inc

1320 Centre St Ste 201
Newton Center,MA02459 		N/A PC Unrestricted operating support 100,000

Jewish Council on Urban Affairs

4411 N Ravenswood Ave Ste 300
Chicago,IL60640 		N/A PC Employee matching gift 180

Jewish Family & Children's Service

1430 Main St
Waltham,MA02451 		N/A PC Unrestricted operating support 350,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001 		N/A PC Support for CANVAS 150,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001 		N/A PC Support for the Social Venture Fund 60,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001 		N/A PC Support for the Social Venture Fund's disaster relief in Northern Israel 200,000

Jewish Funders Network

150 W 30th St Ste 900
New York,NY10001 		N/A PC Unrestricted operating support in the US and Israel; convening support 100,000

Jewish Story Partners

546 Alandele Ave
Los Angeles,CA90036 		N/A PC Unrestricted operating support 250,000

Jewish Vocational Service Inc

75 Federal St 3rd Fl
Boston,MA02110 		N/A PC Unrestricted operating support 250,000

Jewish Women's Archive Inc

1860 Washington St Ste 204
Auburndale,MA02466 		N/A PC Unrestricted operating support 25,000

Joy of Music Program Inc

1 Gorham St
Worcester,MA01605 		N/A PC Unrestricted operating support 50,000

Judge Baker Children's Center

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

Kav Mashve

39 Haatzmaut Road PO Box 33699
Haifa   3133901
IS 		N/A PC Unrestricted operating support 100,000

Keren Shituf Tormim (Keshet) DAF Ba'am

Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS 		N/A PC Support for a rebuilding planning process 200,000

Keren Shituf Tormim (Keshet) DAF Ba'am

Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS 		N/A PC Support for spaces for dialogue 780,000

Keren Shituf Tormim (Keshet) DAF Ba'am

Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS 		N/A PC Support to develop a physician-researcher appointment program 185,686

Keren Shituf Tormim (Keshet) DAF Ba'am

Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS 		N/A PC Unrestricted operating support 120,000

Keshet Inc

1860 Washington St
Newton,MA02466 		N/A PC Unrestricted operating support 100,000

Lambda Legal Defense and Education Fund Inc

120 Wall St 19th Fl
New York,NY10005 		N/A PC Unrestricted operating support 100,000

Lawyers for Civil Rights Inc

61 Batterymarch St 5th Fl
Boston,MA02110 		N/A PC Unrestricted operating support 150,000

Leadership Conference Education Fund Inc

1620 L St NW Ste 1100
Washington,DC20036 		N/A PC Unrestricted operating support 150,000

Leket Israel

11 HaSadna PO Box 2297
Raanana   43650-06
IS 		N/A PC Unrestricted operating support 60,000

Longwood Symphony Orchestra Inc

35 Webster St
West Newton,MA02465 		N/A PC Unrestricted operating support 25,000

Loon Echo Land Trust Inc

8 Depot St Ste 4
Bridgton,ME04009 		N/A PC Employee matching gift 103

Louis D Brown Peace Institute Corporation

15 Christopher St
Dorchester,MA02122 		N/A PC Capital project support 250,000

Lowell Catholic

530 Stevens St
Lowell,MA01851 		N/A PC Support for musical instruments and equipment 20,000

Lynn Arts Inc

590 Washington St
Lynn,MA01901 		N/A PC Capital project support 250,000

Making Music Matters Inc

PO Box 320442
West Roxbury,MA02132 		N/A PC Unrestricted operating support 75,000

Maoz-Seal

Hamelacha 4
Lod   7182008
IS 		N/A PC Unrestricted operating support 750,000

Margarita Muniz Academy Foundation Inc

20 Child St
Jamaica Plain,MA02130 		N/A PC Support for music education programming 10,000

Massachusetts Immigrant and Refugee Advocacy Coalition Inc

69 Canal St Unit 3
Boston,MA02114 		N/A PC Unrestricted operating support 100,000

Massachusetts Immigrant and Refugee Advocacy Coalition Inc

69 Canal St Unit 3
Boston,MA02114 		N/A PC Employee matching gift 110

Massachusetts Legal Assistance Corporation

18 Tremont St Ste 1010
Boston,MA02108 		N/A PC Unrestricted operating and legal assistance support 600,000

Massachusetts Society for the Prevention of Cruelty to Children

125 Hartwell Ave
Lexington,MA02421 		N/A PC Support for the Children's Mental Health Campaign 50,000

Massachusetts Voter Education Network Inc

55 Roxbury St 191746
Boston,MA02119 		N/A PC Unrestricted operating support 25,000

Masscreative Inc

15 Channel Center St Ste 103
Boston,MA02210 		N/A PC Unrestricted operating support 50,000

Matan - Investing in the Community

33 Yaavets St
Tel Aviv   6525832
IS 		N/A PC Support for the Bridging Insights initiative 125,000

Meadowbrook Waldorf Association

300 Kingstown Rd
West Kingstown,RI02892 		N/A PC Employee matching gift 52

Medecins Sans Frontiers Usa Inc

40 Rector St 16th Fl
New York,NY10006 		N/A PC Employee matching gift 200

Meridian Academy Inc

54 Brookside Ave
Jamaica Plain,MA02130 		N/A PC Employee matching gift 75

Merrimack Valley Food Bank Inc

735 Broadway St
Lowell,MA01854 		N/A PC Unrestricted operating support 60,000

METCO Inc

11 Roxbury St
Roxbury,MA02119 		N/A PC Employee matching gift 257

Music and Youth Initiative Inc

935 Great Plain Ave 224
Needham,MA02492 		N/A PC Unrestricted operating support 30,000

Musiconnects Inc

4258 Washington St Ste 8
Roslindale,MA02131 		N/A PC Unrestricted operating support 10,000

NAACP Legal Defense and Educational Fund Inc

40 Rector St 5th Fl
New York,NY10006 		N/A PC Unrestricted operating support 1,000,000

National Center for Lesbian Rights

1401 21st St 11548
Sacramento,CA95811 		N/A PC Unrestricted operating support 100,000

National Center for Transgender Equality

228 Park Ave South Suite 38268
New York,NY10003 		N/A PC Unrestricted operating and merger support 125,000

National Consumer Law Center Inc

7 Winthrop Sq
Boston,MA02110 		N/A PC Support for Project Stay Connected 35,000

National Philanthropic Trust

165 Township Line Rd Ste 150
Jenkintown,PA19046 		N/A PC Support for the See No Stranger, See No Enemy Accelerator Fund 1,000,000

NECHAMA-Jewish Disaster Response

PO Box 17249
Saint Paul,MN55117 		N/A PC Support for disaster relief in North Carolina 25,000

Neo Philanthropy Inc

1001 Ave of Americas 12th Fl
New York,NY10018 		N/A PC Support for the State Infrastructure Fund 250,000

New Hampshire Public Radio Inc

2 Pillsbury St 6th Fl
Concord,NH03301 		N/A PC Employee matching gift 290

New North Citizens Council Inc

2455 Main St
Springfield,MA01109 		N/A PC Capital project support 500,000

New Venture Fund

1828 L St NW Ste 300-A
Washington,DC20036 		N/A PC Support for civic participation 1,500,000

New Venture Fund

1828 L St NW Ste 300-A
Washington,DC20036 		N/A PC Support for civic participation 3,500,000

News Literacy Project Inc

5335 Wisconsin Ave NW Ste 440
Washington,DC20015 		N/A PC Unrestricted operating support 50,000

NGO Information Sharing and Analysis Center Inc

PO BOX 150684
Alexandria,VA22315 		N/A PC Unrestricted operating support 250,000

Noble and Greenough School

10 Campus Dr
Dedham,MA02026 		N/A PC Employee matching gift 700

North Adams Public Schools

Treasurers Office 10 Main St
North Adams,MA01247 		N/A GOV Support for musical instruments and equipment 10,419

North Carolina Community Foundation Inc

3737 Glenwood Ave Ste 460
Raleigh,NC27612 		N/A PC Support for disaster relief in North Carolina 100,000

Nurtury Inc

2201 Washington St Ste 306
Roxbury,MA02119 		N/A PC Employee matching gift 250

Ogen - Free Loan Fund (RA)

17 Nakhum Khaftsadi St
Jerusalem   9548400
IS 		N/A PC Support for work to advance Arab society 550,000

Ogen - Free Loan Fund (RA)

17 Nakhum Khaftsadi St
Jerusalem   9548400
IS 		N/A PC Support for disaster relief in Israel 250,000

Pakachoag Music School of Greater Worcester

10 Irving St
Worcester,MA01609 		N/A PC Unrestricted operating support 10,000

Pan Massachusetts Challenge Trust

77 Fourth Ave
Needham,MA02494 		N/A PC Employee matching gift 308

Pathways Children's School

1330 5th Ave Ground Fl
New York,NY10026 		N/A PC Employee matching gift 250

PBS Foundation

1225 South Clark St
Arlington,VA22202 		N/A SO I Support for a documentary television series 375,000

Perkins School for the Blind

175 North Beacon St
Watertown,MA02472 		N/A PC Support for music education programming 40,000

Philanthropy Massachusetts Inc

133 Federal St Ste 802
Boston,MA02110 		N/A PC Support for strategic planning 25,000

Pierce School Parent Teacher Organization

50 School St
Brookline,MA02446 		N/A PC Employee matching gift 200

Pine Street Inn Inc

444 Harrison Ave
Boston,MA02118 		N/A PC Unrestricted operating support 500,000

Planned Parenthood of Mar Monte Inc

1691 The Alameda
San Jose,CA95126 		N/A PC Employee matching gift 52

Postpartum Support International

6706 SW 54th Ave
Portland,OR97219 		N/A PC Employee matching gift 106

President and Trustees of Bates College

2 Andrew Rd 216 Lane Hall
Lewiston,ME04240 		N/A PC Employee matching gift 2,500

Project Bread - The Walk for Hunger Inc

145 Border St
East Boston,MA02128 		N/A PC Unrestricted operating support 125,000

Project Citizenship Inc

11 Beacon St Suite 1210
Boston,MA02108 		N/A PC Unrestricted operating support 30,000

Project STEP Inc

Symphony Hall 301 Massachusetts Ave
Boston,MA02115 		N/A PC Unrestricted operating support 40,000

Protect Democracy Project

2020 Pennsylvania Ave NW Ste 163
Washington,DC20006 		N/A PC Unrestricted operating support 1,500,000

Qudra - Arab Philanthropists Network (RA)

Paul VI 100
Nazareth   1623785
IS 		N/A PC Unrestricted operating support 125,000

Reichman University (CC)

HaUniversita 8
Herzliya,Tel Aviv4610101
IS 		N/A PC Support for the Center for Economic Policy 100,000

Reporters Committee for Freedom of the Press

1156 15th St NW Ste 1020
Washington,DC20005 		N/A PC Unrestricted operating support 500,000

Rian Immigrant Center Inc

1 State St 8th Fl
Boston,MA02109 		N/A PC Support for MIC 750,000

Roca Inc

101 Park St
Chelsea,MA02150 		N/A PC Unrestricted operating support 250,000

Rose Conservatory

1350 Pleasant St
Brockton,MA02302 		N/A PC Support for musical instruments and accessories 10,324

Saint John Paul II Catholic Academy Inc

2200 Dorchester Ave
Dorchester,MA02124 		N/A PC Support for music education programming 40,000

SD Foundation

611 Pennsylvania Ave SE
Washington,DC20003 		N/A PC Unrestricted operating support 250,000

Search for Common Ground

1730 Rhode Island Ave NW Ste 1101
Washington,DC20036 		N/A PC Support for state-level resiliency networks 750,000

Search for Common Ground

1730 Rhode Island Ave NW Ste 1101
Washington,DC20036 		N/A PC Unrestricted operating support for work in the US 250,000

Sikkuy-Aufoq - for a Shared and Equal Society

77 Allenby Road
Haifa,Galilee3566434
IS 		N/A PC Unrestricted operating support 125,000

Soccer Unity Project Inc

PO Box 180833
Boston,MA02118 		N/A PC Employee matching gift 104

Social Innovation Forum Inc

77 Franklin St Fl 9
Boston,MA02110 		N/A PC Employee matching gift 100

Sociedad Latina Inc

1530 Tremont St
Roxbury,MA02120 		N/A PC Support for music education programming 50,000

Somos Amigos Medical Mission

PO Box 2351
Saratoga,CA95070 		N/A PC Employee matching gift 250

Southcoast Community Foundation Inc

350 Union St
New Bedford,MA02740 		N/A PC Flexible support for current community needs 150,000

St Johns Preparatory School Inc

72 Spring Street
Danvers,MA01923 		N/A PC Employee matching gift 350

States United Democracy Center Inc

1101 17th St NW Ste 250
Washington,DC20036 		N/A PC Unrestricted operating support 1,000,000

Stichting European Climate Foundation

Riviervismarkt 5
The Hague   2513 AM
NL 		N/A PC Support for the PIE initiative 3,000,000

Teach for America Inc

50 Milk St 16th Fl
Boston,MA02109 		N/A PC Unrestricted operating support 25,000

Tedy's Team Inc

72a Taunton St Unit 101
Plainville,MA02762 		N/A PC Employee matching gift 100

Tel-Aviv University

Carter Building Ramat Aviv Rm 108
TelAviv   6997801
IS 		N/A PC Support for the First Steps program 100,000

Temple Hillel B'nai Torah

120 Corey St
West Roxbury,MA02132 		N/A PC Employee matching gift 4,370

The Associated Jewish Federation of Baltimore Inc

101 W Mount Royal Ave
Baltimore,MD21201 		N/A PC Employee matching gift 103

The Boston Education Development Foundation Inc

6 Roxbury St
Roxbury,MA02119 		N/A PC Support for musical instruments and equipment 11,124

The Boston Private Industry Council Inc

2 Oliver St Fl 3
Boston,MA02109 		N/A PC Support for the School-to-Career Program 35,000

The Davidson Institute of Science Education

234 Herzl St PO Box 26
Rehovot   7610001
IS 		N/A PC Support for science education programming 240,000

The Food Bank of Western Massachusetts Inc

25 Carew St
Chicopee,MA01020 		N/A PC Unrestricted operating support 60,000

The Greater Boston Food Bank Inc

70 South Bay Ave
Boston,MA02118 		N/A PC Unrestricted operating support 135,000

The Hebrew University of Jerusalem

Mt Scopus Campus
Jerusalem   9190501
IS 		N/A PC Support for aChord: Social Psychology for Social Change 200,000

The Lenny Zakim Fund Inc

c/o DLA Piper 33 Arch St 26th Fl
Boston,MA02110 		N/A PC Unrestricted operating support 250,000

The McLean Hospital Corporation

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

The Miami Foundation Inc

40 NW 3rd St Ste 305
Miami,FL33128 		N/A PC Support for the Legal Clinics Fund 400,000

The Portland Trust

54 Portland Pl
London   W1B 1DY
UK 		N/A PC Support for economic development projects 300,000

The Project on Government Oversight Inc

1100 13th St NW Ste 800
Washington,DC20005 		N/A PC Unrestricted operating support 500,000

The SchwartzReisman Science Education Center Rehovot (RA)

Herzl St 234 PO Box 26
Rohovot   76306
IS 		N/A PC To support the advancement of Arab Israeli students and capital project support 2,800,000

The Urban Farming Institute of Boston Inc

487 Norfolk St
Mattapan,MA02126 		N/A PC Capital project support 200,000

Third Sector New England Inc

89 South St Ste 700
Boston,MA02111 		N/A PC Support for civic engagement projects 175,000

Third Sector New England Inc

89 South St Ste 700
Boston,MA02111 		N/A PC Capital project support 600,000

Tsofen High Technology Centers Ltd

Hawa Building 14 Wadi El Haj
Nazareth,HaZafon1603611
IS 		N/A PC Unrestricted operating support 75,000

United States Holocaust Memorial Museum

100 Raoul Wallenberg Pl SW
Washington,DC200242126 		N/A PC Unrestricted operating support 150,000

Upstream Usa Inc

2 Oliver St Ste 402
Boston,MA02109 		N/A PC Unrestricted operating support 725,000

Vietnamese American Initiative for Development Inc

42 Charles St Ste E
Boston,MA02122 		N/A PC Capital project support 250,000

Walker Inc

1968 Central Ave
Needham,MA02492 		N/A PC Employee matching gift 500

Washington Institute for Near East Policy

1111 19th St NW Ste 500
Washington,DC20036 		N/A PC Unrestricted operating support 125,000

West End House Inc

105 Allston St
Allston,MA02134 		N/A PC Support for music education programming 50,000

William J Brennan Jr Center for Justice Inc

120 Bdwy Ste 1750
New York,NY10271 		N/A PC Unrestricted operating support 250,000

Worcester Art Museum

55 Salisbury St
Worcester,MA01609 		N/A PC Unrestricted operating support 85,000

Worcester Chamber Music Society Inc

323 Main St
Worcester,MA01608 		N/A PC Support for music education programming 20,000

Worcester County Food Bank Inc

474 Boston Tpke
Shrewsbury,MA01545 		N/A PC Unrestricted operating support 60,000

World Central Kitchen Inc

655 New York Ave NW 6th Fl
Washington,DC20001 		N/A PC Support for disaster relief in Ukraine 50,000

Yad Vashem Jerusalem

4 Har Hazikaron PO Box 3477
Jerusalem   9103401
IS 		N/A PC Unrestricted operating support 150,000

Year Up Inc

45 Milk St 2nd Fl
Boston,MA02109 		N/A PC Unrestricted operating support 250,000

Young Mens Christian Association Camp Belknap

PO Box 1546
Wolfeboro,NH03894 		N/A PC Employee matching gift 106

Young Womens Christian Association of Newburyport

13 Market St
Newburyport,MA01950 		N/A PC Employee matching gift 206

Youth Job Center Inc

1114 Church St
Evanston,IL60201 		N/A PC Employee matching gift 103

Youth Villages Inc

3320 Brother Blvd
Memphis,TN38133 		N/A PC Unrestricted operating support in New England 500,000

ZUMIX Inc

260 Sumner St
East Boston,MA02128 		N/A PC Unrestricted operating support 75,000
Total .................................right arrow 3a 82,184,561
bApproved for future payment

Adolescent Consultation Services Inc
189 Cambridge St
Cambridge,MA02141 		N/A PC Unrestricted operating support 40,000

AlBayader for Social Economic Development Ltd
Nazareth Industrial Park Mt
Precipice Rd 2015
Nazareth   16000
IS 		N/A PC Unrestricted operating and organizational infrastructure support 700,000

American Jewish World Service Inc
45 W 36th St
New York,NY10018 		N/A PC Support for international grantmaking programs 350,000

Berklee College of Music Inc
1140 Boylston St MS-1140 IA
Boston,MA02215 		N/A PC Support for META fellowship program 320,000

Boston Food Forest Coalition
76 Weld Hill St
Jamaica Plain,MA02130 		N/A PC Capital project support 500,000

Boston Medical Center Corporation
One Boston Medical Center Pl
Boston,MA02118 		N/A PC Unrestricted operating support 30,000

Boston Medical Center Corporation
One Boston Medical Center Pl
Boston,MA02118 		N/A PC Support for the TEAM UP for Children Initiative 8,100,000

Boston Music Project Inc
885 Washington St
Boston,MA02118 		N/A PC Unrestricted operating support 100,000

Boston Youth Symphony Orchestras Inc
855 Commonwealth Ave
Boston,MA02215 		N/A PC Support for music education programming 300,000

Boys & Girls Club of Lynn
25 N Common St
Lynn,MA01902 		N/A PC Capital project support 500,000

Brigham & Women's Hospital
75 Francis St
Boston,MA02115 		N/A PC Support for Ariadne Labs 500,000

Brockton Public Schools
43 Crescent Street
Brockton,MA02301 		N/A GOV Support for musical instruments 30,000

Center for Election Innovation & Research
1120 Connecticut Ave NW Ste 1040
Washington,DC20036 		N/A PC Unrestricted operating support 100,000

Childrens Investment Fund Inc
18 Tremont St Ste 500
Boston,MA02108 		N/A PC Unrestricted operating support 100,000

City Strings Inc
PO Box 192120
Roxbury,MA02119 		N/A PC Unrestricted operating support 25,000

Co-Impact The Partnership for a Breakthrough in Arab Employment Ltd (CC)
Hanechoshet 3 Bldg B 2nd Fl
TelAviv   6971068
IS 		N/A PC Unrestricted operating support 1,850,000

Community Music Center of Boston
34 Warren Ave
Boston,MA02116 		N/A PC Capital project support 250,000

Community Music Center of Boston
34 Warren Ave
Boston,MA02116 		N/A PC Unrestricted operating support 250,000

Community Servings Inc
179 Amory St
Jamaica Plain,MA02130 		N/A PC Unrestricted operating support 75,000

Dream Machine Innovation SO Inc
1110 N Virgil Ave Num 280
Los Angeles,CA90029 		N/A SO I Support for the Exodus Leadership Forum 500,000

Environmental Defense Fund Incorporated
257 Park Avenue South 11th Floor
New York,NY10010 		N/A PC Support for the EDF+Business program 6,000,000

Facing History and Ourselves Inc
89 South St Ste 401
Boston,MA02111 		N/A PC Unrestricted operating support 1,000,000

Georgetown University
37th and O Streets NW
Washington,DC20057 		N/A PC Support for the ICAP program 300,000

Health Resources in Action Inc
2 Boylston St 4th Fl
Boston,MA02116 		N/A PC Support for MACHW 150,000

Institute for Strategic Dialogue Us
1032 15th St NW Ste 285
Washington,DC20005 		N/A PC Unrestricted operating support 500,000

Israel Science Foundation
Albert Einstein Sq 43 Jabotinsky St
Jerusalem   9104001
IS 		N/A PC Support for MAVRI scientific research grants 4,500,000

Israel-America Academic Exchange
8383 Wilshire Blvd Ste 400
Beverly Hills,CA90211 		N/A PC Unrestricted operating support 150,000

Jewish Story Partners
546 Alandele Ave
Los Angeles,CA90036 		N/A PC Unrestricted operating support 250,000

Joy of Music Program Inc
1 Gorham St
Worcester,MA01605 		N/A PC Unrestricted operating support 50,000

Keren Shituf Tormim (Keshet) DAF Ba'am
Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS 		N/A PC Support to develop a physician-researcher appointment program 3,614,314

Keren Shituf Tormim (Keshet) DAF Ba'am
Shfayim Center 2nd Fl PO Box 376
Shfayim   60990
IS 		N/A PC Unrestricted operating support 300,000

Keshet Inc
1860 Washington St
Newton,MA02466 		N/A PC Unrestricted operating support 100,000

Lawyers for Civil Rights Inc
61 Batterymarch St 5th Fl
Boston,MA02110 		N/A PC Unrestricted operating support 150,000

Massachusetts Immigrant and Refugee Advocacy Coalition Inc
69 Canal St Unit 3
Boston,MA02114 		N/A PC Unrestricted operating support 100,000

Pine Street Inn Inc
444 Harrison Ave
Boston,MA02118 		N/A PC Unrestricted operating support 500,000

Project STEP Inc
Symphony Hall 301 Massachusetts Ave
Boston,MA02115 		N/A PC Unrestricted operating support 80,000

Qudra - Arab Philanthropists Network (RA)
Paul VI 100
Nazareth   1623785
IS 		N/A PC Unrestricted operating support 250,000

Reichman University (CC)
HaUniversita 8
Herzliya,Tel Aviv4610101
IS 		N/A PC Support for the Center for Economic Policy 100,000

Reporters Committee for Freedom of the Press
1156 15th St NW Ste 1020
Washington,DC20005 		N/A PC Unrestricted operating support 250,000

States United Democracy Center Inc
1101 17th St NW Ste 250
Washington,DC20036 		N/A PC Unrestricted operating support 1,000,000

The Boston Education Development Foundation Inc
6 Roxbury St
Roxbury,MA02119 		N/A PC Support for musical instruments and equipment 13,876

The Hebrew University of Jerusalem
Mt Scopus Campus
Jerusalem   9190501
IS 		N/A PC Support for aChord: Social Psychology for Social Change 200,000

The McLean Hospital Corporation
115 Mill St Mail Stop 126
Belmont,MA02478 		N/A PC Unrestricted operating support 25,000

The Project on Government Oversight Inc
1100 13th St NW Ste 800
Washington,DC20005 		N/A PC Unrestricted operating support 500,000

Worcester Chamber Music Society Inc
323 Main St
Worcester,MA01608 		N/A PC Support for music education programming 20,000

Yad Vashem Jerusalem
4 Har Hazikaron PO Box 3477
Jerusalem   9103401
IS 		N/A PC Unrestricted operating support 150,000
Total ................................. right arrow 3b 34,873,190
Form 990-PF (2024)
Form 990-PF (2024)
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 8,017,767  
4 Dividends and interest from securities ....     14 169,767  
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 2,947,647 18 24,586,822  
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 -277,760 14 20,120,632  
bForeign dividends     14 6,410,488  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 2,669,887 59,305,476 19,894
13Total. Add line 12, columns (b), (d), and (e)..................
13
61,995,257
(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 (2024)
Form 990-PF (2024)
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
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
The Klarman Family Foundation
 
Employer identification number

04-3105768
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
The Klarman Family Foundation
  		Employer identification number
04-3105768
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Seth A Klarman
PO Box 171627
 
Boston, MA02117

$ 12,500,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
The Klarman Family Foundation
  		Employer identification number

04-3105768
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
The Klarman Family Foundation
  		Employer identification number

04-3105768
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bookkeeping and fiscal management 167,175 0   167,175
Investment accounting 27,023 27,023   0
Payroll and benefit services 15,421 0   15,421
Tax compliance 42,230 11,115   21,115

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TY 2024 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 2020-11-10 175,365 93,272 SL 3.000000000000 38,666 0    
Furniture 2016-11-01 456,233 456,233 SL 5.000000000000 0 0    
Leasehold improvements 2017-12-03 777,294 595,433 SL 10.000000000000 77,832 0    
Software 2020-12-15 149,518 149,518 SL 3.000000000000 0 0    

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TY 2024 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 12/31/24. 2,000,000 To the knowledge of the grantor, no funds have been diverted. 3/27/24, 6/26/24, 9/25/24, 12/11/24 2024-12-11 The grantor has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, no independent verification of the reports was made.
Home Funders Collaborative LLC (Home Funders)
  		75 Arlington St 3rd Floor
Boston,MA02115 		2023-11-30 3,768 To support legal and other costs incurred in documenting and implementing a services agreement with The Boston Foundation. The Home Funders mission is to support the creation of housing for extremely low-income families in a mixed income housing environment. 3,768 To the knowledge of the grantor, no funds have been diverted. 7/15/24 2024-07-15 The grantor has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, no independent verification of the reports was made.
Home Funders Collaborative LLC (Home Funders)
  		75 Arlington St 3rd Floor
Boston,MA02115 		2024-01-26 665 To support legal and other costs incurred in documenting and implementing a services agreement with The Boston Foundation. The Home Funders mission is to support the creation of housing for extremely low-income families in a mixed income housing environment. 665 To the knowledge of the grantor, no funds have been diverted. 7/15/24 2024-07-15 The grantor has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, no independent verification of the reports was made.

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TY 2024 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
UBTI K-1 Capital Gain excluded from Part IV and Part I, Ln 7   Purchased     2,947,647   Cost 0 2,947,647  

TY 2024 InvestmentsCorpBondsSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Name of Bond End of Year Book Value End of Year Fair Market Value
Ally Bank Auto Credit-Linked Notes 8.04% 09/15/2032 485,064 488,193
Carvana Auto Receivables Trust 0.00% 10/15/2026 1,687,875 1,687,875
Huntington Bank Auto Credit-Linked Notes Var Rate 10/20/2032 760,807 762,580
Huntington Bank Auto Credit-Linked Notes Var Rate 10/20/2032 842,666 847,848
Santander Bank Auto Credit-Linked Notes 12.23% 01/18/2033 875,000 875,000
Santander Bank Auto Credit-Linked Notes 8.88% 01/18/2033 1,000,000 1,000,000

TY 2024 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
1,504,099 DynamiCare Health 700,000 1,037,828
2,139,639 Foghorn Therapeutics Inc 5,000,000 10,099,096
730,433 Imagry, Inc 2,500,000 13,894,297
151,515 Mercy BioAnalytics, Inc 1,999,998 1,999,998
12,000 Reconstruction US, Inc 2,000,040 2,000,040
1,003,822 Reflow Medical, Inc 9,403,569 14,671,537

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

TY 2024 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 175,365 131,938 43,427 43,427
Furniture 456,233 456,233 0  
Leasehold improvements 777,294 673,265 104,029 104,029
Software 149,518 149,518 0  


TY 2024 LegalFeesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative and other matters 40,598 0   40,598
Grant-related matters 40,318 0   40,318
Investment matters 3,681 3,681   0


TY 2024 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 28,914 29,152 29,152
PRI - Home Funders Loan 1,989,399 1,989,399 1,989,399


TY 2024 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 1,236 0   1,236
Technology expense 132,461 0   132,461
Dues, memberships & subscriptions 250,732 0   250,732
Insurance 30,072 0   30,072
Office supplies 73,076 0   73,076
Passthrough K-1 expenses 14,933,088 14,522,892   0
State filing fees 1,000 0   1,000


TY 2024 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) 19,842,872 20,116,146 19,842,872
Foreign dividends 6,410,488 6,410,488 6,410,488


TY 2024 OtherIncreasesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Description Amount
Returned grant funds 16,008


TY 2024 OtherProfessionalFeesSchedule
Name:
The Klarman Family Foundation
EIN:
04-3105768
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Human resources and benefits consulting 126,535 0   126,535
Information technology services 42,570 0   42,570
Grantmaking consulting 665,555 0   665,555
Organizational strategy consulting 233,166 0   233,166
Outsourced communications 179,559 0   179,559
Program consulting and evaluation 213,502 0   213,502
Program planning and facilitation 21,441 0   21,441
Recruiting services 58,349 0   58,349
Scientific advisors 20,500 0   20,500


TY 2024 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 894,000 0   0
990-T income tax 73,000 0   0
Foreign and state tax 34,051 34,051   0