2023-07-03T10:25:19-05:00 2022-12-31 INGLETON PARTNERS LTD 10 NORWICH STREET LONDON UK EC4A 1BD 990PF 2022-01-01 981220309 KHODORKOVSKY FOUNDATION % ALASTAIR TULLOCH KHOD 8604224548 4 HILL STREET LONDON UK W1J 5NE ALASTAIR TULLOCH TRUSTEE 2071832251 2023-06-08 true ALASTAIR TULLOCH 888008888 DAVID HOLMES P01465945 8604224548 2023-06-08 2 2022 2023-04-26 12:10:37Z X X X 685822909 X 0 X 106981 4011536 1224831 288936 288936 288936 -5996191 197465014 -1588738 1513767 0 69599 0 0 0 37028 0 0 0 1620926 60551 7714 1795818 0 0 0 15798186 14490077 17594004 0 0 14490077 -19182742 1513767 29482967 14551239 14551239 181928 178066 181928 181928 360323446 258703993 258703993 457425779 412385749 412385749 847410258 685822909 685822909 1216434 741068 96449 1404558 1312883 2145626 X 846097375 683677283 846097375 683677283 847410258 685822909 846097375 -19182742 826914633 143237350 683677283 60551 60551 60551 60551 60551 false false 0 0 0 true false false false true 0 false false false false false N/A - the Foundation does not have a website. ALASTAIR TULLOCH 2073181180 4 HILL STREET LONDON UK W1J 5NE true UK false false false true false false false false false false false false false true false false true false false false false false ALASTAIR TULLOCH 46 LAURIER ROAD LONDON UK NW5 1SJ DIRECTOR 5.0 0 0 0 RUPERT CALDECOTT 3RD FLOOR 7 PRINCESS ST LONDON UK LONDON DIRECTOR 0.23 0 0 0 ANTON DREL C/O TGW LAW 4 HILL STREET LONDON UK W1J 5NE DIRECTOR 0.46 0 0 0 MARIA P LOGAN C/O TGW LAW 4 HILL STREET LONDON UK W1J 5NE DIRECTOR 0.46 0 0 0 PAVEL MIKHAILOVICH KHODORKOVSKIY C/O TGW LAW 4 HILL STREET LONDON UK W1J 5NE DIRECTOR 0.46 0 0 0 GOLDMAN SACHS INTERNATIONAL RIVER COURT 120 FLEET STREET LONDON UK EC4A 2BE INVESTMENT MANAGEMEN 592579 BLACKROCK 12 THROGMORTON AVENUE LONDON UK EC2N 2DL INVESTMENT MANAGEMEN 525253 MORGAN STANLEY ALTERNATIVE INVESTMENT LP 100 FRONT STREET SUITE 400 WEST CONSHOHOCKEN PA 194282881 INVESTMENT MANAGEMEN 420776 TULLOCH & CO 4 HILL STREET LONDON UK W1J 5NE LEGAL & ADMIN 139198 INGLETON PARTNERS LTD 10 NORWICH STREET LONDON UK EC4A 1BD TAX PREPARATION 17354 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14490077 0 0 0 0 14490077 0 0 2020 2019 2018 14490077 0 0 14490077 0 0 14490077 0 0 14490077 14490077 X 14 106981 14 4011536 16 288936 18 -5996191 -1588738 -1588738 N/A N/A false false false false false false false false false false AUDITOR 19674 TAX SERVICES 17354 THE FOUNDATION HAS MADE SOME CHANGES TO ITS SPECIFIC ACTIVITIES AND GRANTEES IN 2022 BUT NOT TO ITS OVERRIDING CHARITABLE OBJECTIVE AS SET OUT IN ITS ORIGINAL APPLICATION FOR EXEMPT STATUS. THE FOUNDATION CONTINUES TO MEET THE QUALIFYING REQUIREMENTS FOR ITS EXEMPT STATUS AND OTHERWISE OPERATE AS DESCRIBED IN THAT APPLICATION: 1. THE OBJECTIVES OF THE FOUNDATION ARE TO ADVANCE EDUCATION IN THE RUSSIAN FEDERATION AND TO PROMOTE OTHER CHARITABLE OBJECTS. THE FOUNDATION HAS EXPANDED ITS GRANT GIVING TO SUPPORT HUMAN RIGHTS & CIVIL SOCIETY INSTITUTIONS WHILST CONTINUING TO SUPPORT NON-RUSSIAN EDUCATIONAL INSTITUTIONS. IN ADDITION, THE FOUNDATION SUPPORTS THE MAKERS OF DOCUMENTARY FILMS WHICH ADVANCE ITS OBJECTIVES. 2. IT HAS BEEN NECESSARY FOR THE FOUNDATION TO CEASE DIRECT GRANTS IN RUSSIA (WHICH IT PREVIOUSLY MADE INDIRECTLY THROUGH THE OXFORD RUSSIA FUND AND GRANTS TO THE PODMOSKOVNY LYCEUM PER THE APPLICATION FOR EXEMPT STATUS) AND INSTEAD FOCUS ITS GRANT MAKING TO ORGANIZATIONS OPERATING IN THE UNITED KINGDOM (AS PREVIOUSLY), CERTAIN 501(C)(3) ORGANIZATIONS IN THE UNITED STATES, AS WELL AS ORGANIZATIONS IN GERMANY AND LITHUANIA. 3. THERE ARE TWO PRIMARY NEW GRANTEES TO WHICH GRANTS ARE MADE AND FURTHER THE FOUNDATIONS OBJECTIVES: (a) NEW GENERATION EUROPE FOUNDATION A UK REGISTERED CHARITY WHICH PURSUES THE ADVANCEMENT OF THE EDUCATION OF CHILDREN AND YOUNG PEOPLE IN RUSSIA AND OTHER COUNTRIES OF EASTERN EUROPE AND THE EDUCATION OF THE PUBLIC IN THE HISTORY, ARTS, MUSIC AND LANGUAGE OF RUSSIA AND OTHER COUNTRIES OF EASTERN EUROPE. ONE DIRECTOR OF THE FOUNDATION, MARIA LOGAN, IS ALSO A DIRECTOR OF THE CHARITY. AND; (b) EASTERN EUROPE RESEARCH FOUNDATION A LITHUANIAN NGO PROMOTING INDEPENDENT JOURNALISM, FREEDOM OF EXPRESSION AND HUMAN RIGHTS. 4. IN MAKING GRANTS TO THE ABOVE INSTITUTIONS AND OTHER ENTITIES, THE FOUNDATION HAS CONTINUED TO FOLLOW THE GRANT PROPOSAL, GRANT AGREEMENT AND MONITORING PROCESSES AS SET OUT IN ITS ORIGINAL APPLICATION. THE FOUNDATION REASONABLY BELIEVES THESE ENTITIES ARE EQUIVALENT TO AND WOULD IN FACT QUALIFY AS PUBLIC CHARITIES. THE FOUNDATION HAS SOUGHT WRITTEN ADVICE FROM A QUALIFIED TAX PRACTITIONER TO CONFIRM THE GRANTEE WOULD MEET DESCRIPTIONS IN IRC S. 509(A)(1), (A)(2) OR (A)(3). N/A N/A FOREIGN PRIVATE FOUNDATION SUBJECT TO SECTION 4948 (B) N/A FOREIGN PRIVATE FOUNDATION SUBJECT TO SECTION 4948 (B) N/A FOREIGN PRIVATE FOUNDATION SUBJECT TO SECTION 4948 (B) ALASTAIR TULLOCH IRC S. 4941(D) (2) (E) EXCEPT IN THE CASE OF A GOVERNMENT OFFICIAL (AS DEFINED IN SECTION 4946(C)), THE PAYMENT OF COMPENSATION (AND THE PAYMENT OR REIMBURSEMENT OF EXPENSES) BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE COMPENSATION (OR PAYMENT OR REIMBURSEMENT) IS NOT EXCESSIVE. RUPERT CALDECOTT IRC S. 4941(D) (2) (E) EXCEPT IN THE CASE OF A GOVERNMENT OFFICIAL (AS DEFINED IN SECTION 4946(C)), THE PAYMENT OF COMPENSATION (AND THE PAYMENT OR REIMBURSEMENT OF EXPENSES) BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE COMPENSATION (OR PAYMENT OR REIMBURSEMENT) IS NOT EXCESSIVE. ANTON DREL IRC S. 4941(D) (2) (E) EXCEPT IN THE CASE OF A GOVERNMENT OFFICIAL (AS DEFINED IN SECTION 4946(C)), THE PAYMENT OF COMPENSATION (AND THE PAYMENT OR REIMBURSEMENT OF EXPENSES) BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE COMPENSATION (OR PAYMENT OR REIMBURSEMENT) IS NOT EXCESSIVE. MARIA P LOGAN IRC S. 4941(D) (2) (E) EXCEPT IN THE CASE OF A GOVERNMENT OFFICIAL (AS DEFINED IN SECTION 4946(C)), THE PAYMENT OF COMPENSATION (AND THE PAYMENT OR REIMBURSEMENT OF EXPENSES) BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE COMPENSATION (OR PAYMENT OR REIMBURSEMENT) IS NOT EXCESSIVE. PAVEL MIKHAILOVICH KHODORKOVSKIY IRC S. 4941(D) (2) (E) EXCEPT IN THE CASE OF A GOVERNMENT OFFICIAL (AS DEFINED IN SECTION 4946(C)), THE PAYMENT OF COMPENSATION (AND THE PAYMENT OR REIMBURSEMENT OF EXPENSES) BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF THE COMPENSATION (OR PAYMENT OR REIMBURSEMENT) IS NOT EXCESSIVE. N/A FOREIGN PRIVATE FOUNDATION SUBJECT TO SECTION 4948 (B) Merkel Films Ltd 33-34 Rathbone Place London UK W1T 1JN 2022-03-01 258682 Production of documentary on Angela Merkel - education purpose on German/Russian relations. 258682 NO 03/06/2023 2023-03-06 Foundation has been able to independently confirm the completion of the documentary which is public record. Report confirms the completion and successful launch of the completed documentary on Netflix, at various festivals and successful sale and distribution agreements. Additionally the report provides the final cost report confirming use of funds per original grant terms. Snowstorm Productions PO Box 7828 London UK W1A 4GE 2022-12-09 61602 Development of documentary on fight for greater freedom for women in Iran - education on human rights NO At 31 December 2022 no reports had yet been received. Reports will be included in the 2023 Form 990-PF. EinbahnStrasse Productions Residenzstr58 Berlin GM 13409 2022-07-23 61734 documentary on Russian Human Rights Lawyers, fighting for justice - education on human rights NO At 31 December 2022 no reports had yet been received. Reports will be included in the 2023 Form 990-PF. SEE STATEMET 8 ATTACHED PDF SEE STATEMENT 9 ATTACHED PDF TGW LAW 69599 UNREALIZED LOSS ON INVESTMENT 143237350 BANK CHARGES 9694 EXCHANGE RATE DIFFERENCES -10041 US TREASURY LATE FILING 8061 INVESTMENT COMMITTEE ADV. 12719 MORGAN STANLEY 420776 GOLDMAN SACHS 592579 BLACKROCK 525253 TGW LAW 69599 GS 1042-S DIVIDEND 48993 GS 1042-S RENTAL INCOME 11557