KAVLI FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KAVLI FOUNDATION (EIN 77-0560142)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202113149349100306
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-10T06:58:53-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12210 EAST ROUTE 66AddressLine1Txt
CityGLENDORACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91740ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770560142EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KAVLI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAVLBusinessNameControlTxt
Phone4243538800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15715 MESMER AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE GALSTIANPersonNm
Person TitleVP OF FINANCE & ADMIN, AND CFOPersonTitleTxt
Phone4243538800PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALICEPersonFirstNm
Person LastGALSTIANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTINA HENTONPreparerPersonNm
PTINP00630282PTIN
Phone6268577300PhoneNum
Preparation2021-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$637,506,324FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$629,005DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,114,397DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1,172,585GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,172,585GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$1,172,585NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$1,856,648NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,667,105GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21,789OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$329,164OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,680,027TotalRevAndExpnssAmt
Total Net Invst Incm$10,957,818TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,796,751CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$66,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,730,751CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$3,346,182OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$106,223OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,016,376OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,111,696PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,111,696PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$240,640LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$108,556LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$132,084LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$101,017AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$101,017AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,560,154OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$797,325OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$794,871OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$90,625InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$90,625InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,230,249TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,186,769TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$137,668TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$548,633DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$143,294DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$325,529OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$32OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$517,605OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$122,334TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$624TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$110,088TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,815,780OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,713,261OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,956,639OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,289,590TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,122,084TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,699,420TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,811,377ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,957,498ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,100,967TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,122,084TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,656,918TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,420,940ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$486,628CashBOYAmt
Cash EOY$1,862,469CashEOYAmt
Cash EOYFMV$1,862,469CashEOYFMVAmt
Sav And Temp Cash Invst BOY$25,102,022SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,358,613SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,358,613SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,745,769AcctRcvblAmt
Acct Rcvbl BOY$136,265,954AcctRcvblBOYAmt
Acct Rcvbl EOY$3,745,769AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,745,769AcctRcvblEOYFMVAmt
Pledges Rcvbl$1,832,567PledgesRcvblAmt
Pledges Rcvbl BOY$1,790,003PledgesRcvblBOYAmt
Pledges Rcvbl EOY$1,832,567PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$1,832,567PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$125,061PrepaidExpensesBOYAmt
Prepaid Expenses EOY$714,066PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$714,066PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$70,915,592CorporateStockEOYAmt
Corporate Stock EOYFMV$70,915,592CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$9,732,461InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$1,337,758InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$8,537,998LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$8,394,703LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$8,394,703LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$465,106,269OtherInvestmentsBOYAmt
Other Investments EOY$499,676,696OtherInvestmentsEOYAmt
Other Investments EOYFMV$499,676,696OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$29,869,256LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,488,192LandBldgEquipAccumDeprecAmt
Land BOY$22,483,284LandBOYAmt
Land EOY$28,381,064LandEOYAmt
Land EOYFMV$28,381,064LandEOYFMVAmt
Other Assets BOY$590,702OtherAssetsBOYAmt
Other Assets EOY$624,785OtherAssetsEOYAmt
Other Assets EOYFMV$624,785OtherAssetsEOYFMVAmt
Total Assets BOY$660,487,921TotalAssetsBOYAmt
Total Assets EOY$637,506,324TotalAssetsEOYAmt
Total Assets EOYFMV$637,506,324TotalAssetsEOYFMVAmt
Accounts Payable BOY$820,753AccountsPayableBOYAmt
Accounts Payable EOY$6,371,768AccountsPayableEOYAmt
Grants Payable BOY$47,138,049GrantsPayableBOYAmt
Grants Payable EOY$58,106,101GrantsPayableEOYAmt
Other Liabilities BOY$3,222,472OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,397,087OtherLiabilitiesEOYAmt
Total Liabilities BOY$51,181,274TotalLiabilitiesBOYAmt
Total Liabilities EOY$67,874,956TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$609,306,647NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$569,631,368NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$609,306,647TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$569,631,368TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$660,487,921TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$637,506,324TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$609,306,647TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,420,940ExcessRevenueOverExpensesAmt
Other Increases$5,745,661OtherIncreasesAmt
Subtotal$569,631,368SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$569,631,368TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GAIN OF SALE OF SECURITIESP2019-01-012020-12-31$69,157,359$68,750,023$407,336$407,336
LOSS ON SALE OF REAL ESTATEP2019-01-012020-12-08$1,500,000$2,060,434-$560,434-$560,434
CAPITAL GAIN ON PARTNERSHIP INVESTMENTSP2019-01-012020-12-31$2,009,746$2,009,746$2,009,746
CAPITAL LOSS ON PARTNERSHIP K-1'SP2019-01-012020-12-31$9,711,560-$9,711,560-$9,711,560
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,854,912CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000,339EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000,339TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,000,339OverpaymentAmt
Applied To ES Tax$1,000,339AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressKAVLIFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksALICE GALSTIANIndividualWithBooksNm
Phone4243538800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15715 MESMER AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryNOForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROCKELL N HANKIN
5715 MESMER AVENUELOS ANGELESCA90230CHAIRMAN3.00$76,000$0$0
DOUGLAS K FREEMAN
5715 MESMER AVENUELOS ANGELESCA90230SECRETARY3.00$35,000$0$0
THOMAS E EVERHART
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$31,000$0$0
HENRY YANG
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$25,000$0$0
RICHARD MESERVE
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$31,000$0$0
MARY SUE COLEMAN
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$35,000$0$0
GUNNAR NILSEN
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR3.00$31,000$0$0
ROBERT CONN
5715 MESMER AVENUELOS ANGELESCA90230PRESIDENT/CEO40.00$851,550$45,856$0
ALICE GALSTIAN
5715 MESMER AVENUELOS ANGELESCA90230CFO/VP OF FINANCE40.00$283,580$63,905$0
ERIC MARSHALL
5715 MESMER AVENUELOS ANGELESCA90230VP PUBLIC ENGAGE & PRIZES40.00$259,621$50,416$0
KEVIN MOSES
5715 MESMER AVENUELOS ANGELESCA90230VP SCIENCE PROGRAMS40.00$138,000$32,765$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
BROOKE SMITH
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR, PUBLIC ENG40.00$317,471$35,954$0
MICHAEL TURNER
5715 MESMER AVENUELOS ANGELESCA90230SENIOR STRATEGIC ADV40.00$263,078$27,625$0
CHRISTOPHER MARTIN
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR, PHYSICAL S40.00$233,807$37,816$0
CAROLINE MONTOJO
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR, LIFE SCIEN40.00$208,793$39,381$0
STACEY BAILEY
5715 MESMER AVENUELOS ANGELESCA90230DIRECTOR, COMMUNICAT40.00$228,588$17,395$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k18OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PINNACLE CONTRACTING CORPORATION
21800 BURBANK BLVD 210WOODLAND HILLSCA91367CONSTRUCTION SERVICES$4,561,324
GLUCK BUILDING COMPANY
26901 AGOURA RD SUITE 100CALABASASCA91301CONSTRUCTION SERVICES$791,370
AMERICAN INTEGRATED SERVICES INC
P O BOX 92316LONG BEACHCA908092316SOIL REMEDIATION$558,009
MAYFLOWER PRODUCTIONS LTD
157 COLUMBUS AVENEW YORKNY10023PRODUCE PODCAST SERIES ABOUT BASIC SCIENCE$450,000
SPRINGER NATURE AMERICA INC
P O BOX 512257PHILADELPHIAPA191752257PRODUCE CUSTOM MEDIA PROJECTS (DIGITAL, PRINT & PODCAST)$420,088
FieldValueIRS element (for citing)
Contractor Paid Over50k21ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE GENERAL PURPOSE OF THE KAVLI FOUNDATION IS TO DEVOTE AND APPLY THE PROPERTY OF THE FOUNDATION AND THE INCOME TO BE DERIVED THEREFROM EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES, EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS DULY AUTHORIZED TO CARRY ON CHARITABLE, SCIENTIFIC OR EDUCATIONAL ACTIVITIES. THE FOUNDATION IS DEDICATED TO THE ADVANCEMENT OF SCIENCE FOR THE BENEFIT OF HUMANITY. THE FOUNDATION SUPPORTS SCIENTIFIC RESEARCH, HONORS SCIENTIFIC ACHIEVEMENT, AND PROMOTES PUBLIC UNDERSTANDING OF SCIENTISTS AND THEIR WORK.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$473,598,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$100,662,584AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$27,412,899FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$601,673,664TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$601,673,664AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,025,105CashDeemedCharitableAmt
Net Vl Noncharitable Assets$592,648,559NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,632,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,632,428MinimumInvestmentReturnAmt
Income Tax$139,436IncomeTaxAmt
Total Tax$139,436TotalTaxAmt
Distributable Before Adj$29,492,992DistributableBeforeAdjAmt
Recoveries Qualfied Distri$25,538RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,518,530DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,518,530DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,656,918ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$116,413CharitableAssetsAcquisPaidAmt
Qualifying Distributions$35,773,331QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,773,331AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,518,530DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,402,362ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,791,591ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,379,220ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,821,362ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,783,194ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,177,729TotalExcessDistributionCyovAmt
Qualifying Distributions$35,773,331QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,518,530AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,254,801RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$38,432,530TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,402,362ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$34,030,168ExcessDistriCyovToNextYrAmt
Excess From Year4$2,791,591ExcessFromYear4Amt
Excess From Year3$9,379,220ExcessFromYear3Amt
Excess From Year2$5,821,362ExcessFromYear2Amt
Excess From Year1$9,783,194ExcessFromYear1Amt
Excess From Current Year$6,254,801ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNmForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005NONEPCJSPG VANNEVAR BUSH SPECIAL ISSUE$10,059
AMERICAN ASTRONOMICAL SOCIETY
EXECUTIVE OFFICE 1667 K STREET NWWASHINGTONDC20006NONEPCFRED KAVLI PLENARY LECTURE 2019-2023$12,000SUITE 800
AMERICAN CHEMICAL SOCIETY
1155 16TH ST NWWASHINGTONDC20036NONEPCKAVLI FOUNDATION INNOVATIONS IN CHEMISTRY LECTURE$22,500
AMERICAN CHEMICAL SOCIETY
1155 16TH ST NWWASHINGTONDC20036NONEPCKAVLI FOUNDATION EMERGING LEADER IN CHEMISTRY LECTURE$10,000
AMERICAN GEOPHYSICAL UNION (AGU)
2000 FLORIDA AVE NWWASHINGTONDC20009NONEPCEXPANDING SCIENCE AND DEEPENING UNDERSTANDING OF EXOPLANETS$88,400
AMERICAN PHYSICAL SOCIETY
1 PHYSICS ELLIPSECOLLEGE PARKMD207403844NONEPCKAVLI SPECIAL SYMPOSIA AND PLENARY SESSIONS$30,000
AMERICAN SOCIETY FOR CELL BIOLOGY
8120 WOODMONT AVENUE SUITE 750BETHESDAMD20814NONEPCSCIENCE SOCIETY ENGAGEMENT NETWORK$159,400
ANDREW C FABIAN
NONEI2020 KAVLI PRIZE AWARD - FABIAN$500,00018 PRETORIA ROADCAMBRIDGEUK
ARDEM PATAPOUTIAN
405 9TH STREETDEL MARCA92014NONEI2020 KAVLI PRIZE AWARD - PATAPOUTIAN$250,000
ASSOCIATION FOR PSYCHOLOGICAL SCIENCE
1800 MASSACHUSETTS AVE NW SUITE 402WASHINGTONDC20036NONEPCFRED KAVLI KEYNOTE LECTURE$10,000
BERKELEY LAB FOUNDATION
1111 FRANKLIN STREET 7TH FLOOROAKLANDCA94607NONESO ICOMMUNITY OUTREACH COORDINATOR FOR NWB2.0$125,000
BRAINMIND
107 STONELEIIGH ROADWATERTOWNMA02472NONEPCBRAINMIND NEUROETHICS VIRTUAL ROUNDTABLE$35,000
BRAINMIND
107 STONELEIIGH ROADWATERTOWNMA02472NONEPCBRAINMIND NEUROETHICS VIRTUAL ROUNDTABLE$8,333
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD MC 5-32PASADENACA91125NONEPCKAVLI NANOSCIENCE INSTITUTE PHASE III$1,000,000
COGNITIVE NEUROSCIENCE SOCIETY
C/O CENTER FOR MIND AND BRAIN 267DAVISCA95618NONEPCFRED KAVLI DISTINGUISHED CAREER CONTRIBUTIONS AWARD LECTURE 2019-2023$10,000COUSTEAU PLACE
D ANNA DE SOMMER CHAMPALIMAUD AND DR CARLOS MONTEZ CHAMPALIMAUD FOUNDATION
NONEPCPROFESSOR CARLOS RIBEIRO - DREAM TEAM PART 2$25,000AVENIDA BRASLIALISBONPOLISBOA1400-038
DAVID JULIUS
2332 DEER VALLEY LANEWALNUT CREEKCA94596NONEI2020 KAVLI PRIZE AWARD - JULIUS$250,000
ECOLE POLYTECHNIQUE FEDERALE DE LAUSANNE
NONEPCNWB SEED GRANT: ALEXANDER MATHIS DEEPLABCUT$10,000ROUTE CANTONALE 1015LAUSANNESZVAUD (FR)CH-1015
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322NONEPCGLOBAL NEUROETHICS SUMMIT 2020$50,000
EUROPEAN SOUTHERN OBSERVATORY
NONEPCKAVLI CHILEAN ASTROPHYSICS FORUM$65,000KARL-SCHWARZSCHILD-STRASSE 2GMD-85748 GARCHING BEI MUENCHEN D-857
FEDERATION MONDIALE DES JOURNALISTES SCIENTIFIQUES
NONEPCWORLD FEDERATION OF SCIENCE JOURNALISTS KAVLI SYMPOSIA 2020 AND 2021$250,0001124 RUE MARIE-ANNE EST SUITE 33MONTREALCAQUEBECH2J 2B7
FEDERATION OF AMERICAN SCIENTISTS
1112 16TH ST NW 400WASHINGTONDC20036NONEPCDAY ONE PROJECT: POLICIES TO SUPPORT PUBLIC ENGAGEMENT$19,063
HARALD ROSE
NONEI2020 KAVLI PRIZE AWARD - ROSE$125,000PRINZ-CHRISTIANS-WEG 5ADARMSTADTGM64287
HOPEWELL FUND
1828 L STREET NW SUITE 300 DWASHINGTONDC20036NONEPCSCIENCE AND SOCIETY FUNDER COLLABORATIVE$250,000
INSERM
NONEPCNWB SEED GRANT: MICHEL PICARDO & ROSA COSSART, CONVERT DATA INTO NWB FORMAT$10,870DELEGATION REGIONALE PROVENCE-ALPESAVENUE MOZART CSFR13276 MARSEILLECOTE DAZUR ET CORSE 18 AVENUE
INSERM
NONEPCNWB SEED GRANT: MICHEL PICARDO & ROSA COSSART, CONVERT DATA INTO NWB FORMAT$10,000DELEGATION REGIONALE PROVENCE-ALPESAVENUE MOZART CSFR13276 MARSEILLECOTE DAZUR ET CORSE 18 AVENUE
INSTITUTE FOR LEARNING INNOVATION (ILI)
9450 SW GEMINI DRIVE 79315BEAVERTONOR97008NONEPCKAVLI INSTITUTE PUBLIC ENGAGEMENT LANDSCAPE$10,000
INSTITUTE FOR LEARNING INNOVATION (ILI)
9450 SW GEMINI DRIVE 79315BEAVERTONOR97008NONEPCSUPPORT FOR SCIENCE COMMUNICATION TRAINERS NETWORK$75,320
INSTITUTE FOR LEARNING INNOVATION (ILI)
9450 SW GEMINI DRIVE 79315BEAVERTONOR97008NONEPCRESEARCH TO INFORM KAVLI CENTER ON ETHICS, SCIENCE AND THE PUBLIC$10,000
INSTITUTE FOR LEARNING INNOVATION (ILI)
9450 SW GEMINI DRIVE 79315BEAVERTONOR97008NONEPCINSTITUTE COMMUNICATION TRAINING, CENTER FOR ETHICS RUBRIC AND PES SPECIAL PROJECTS$65,000
INTERNATIONAL ASTRONOMICAL UNION
NONEPCIAU COMMUNICATIONS TRAINING$80,000IAUUAI SECRETARIAT 98-BIS BLVDPARISFRF75014ARAGO
INTERNATIONAL ASTRONOMICAL UNION
NONEPCCAP MEETING SPONSORSHIP$20,000IAUUAI SECRETARIAT 98-BIS BLVDPARISFRF75014ARAGO
INTERNATIONAL NEUROETHICS SOCIETY
4938 HAMPDEN LANE 553BETHESDAMD20814NONEPCFRED KAVLI DISTINGUISHED LECTURE$5,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218NONEPCKAVLI NEUROSCIENCE DISCOVERY INSTITUTE PHASE I-II$1,666,667
KAVLI ENERGY NANOSCIENCE INSTITUTE AT UC BERKELEY
UNIVERSITY OF CALIFORNIA CAMPBELLBERKELEYCA94720NONEPCKAVLI ENERGY NANOSCIENCE INSTITUTE PHASE I-II$10,000HALL 101C
KAVLI ENERGY NANOSCIENCE INSTITUTE AT UC BERKELEY
UNIVERSITY OF CALIFORNIA CAMPBELLBERKELEYCA94720NONEPCKAVLI ENERGY NANOSCIENCE INSTITUTE PHASE I-II$40,000HALL 101C
KAVLI ENERGY NANOSCIENCE INSTITUTE AT UC BERKELEY
UNIVERSITY OF CALIFORNIA CAMPBELLBERKELEYCA94720NONEPCKAVLI ENERGY NANOSCIENCE INSTITUTE PHASE I-II$500,000HALL 101C
KAVLI INSTITUTE AT CORNELL FOR NANOSCALE SCIENCE
420 PHYSICAL SCIENCES BUILDINGITHACANY14853NONEPCKAVLI INSTITUTE AT CORNELL FOR NANOSCALE SCIENCE PHASE III$350,000
KAVLI INSTITUTE AT CORNELL FOR NANOSCALE SCIENCE
420 PHYSICAL SCIENCES BUILDINGITHACANY14853NONEPCKAVLI INSTITUTE AT CORNELL FOR NANOSCALE SCIENCE PHASE III$1,400,000
KAVLI INSTITUTE FOR ASTRONOMY AND ASTROPHYSICS AT PEKING UNIVERSITY
NONEPCKAVLI INSTITUTE FOR ASTRONOMY AND ASTROPHYSICS AT PEKING UNIVERSITY 2019-2023$479,000PEKING UNIVERSITY 5 YIHEYUAN ROADHAIDIAN DISTRICTCHBEIJING100871
KAVLI INSTITUTE FOR BRAIN AND MIND AT UCSD
UC SAN DIEGO 9500 GILMAN DRIVELA JOLLACA92093NONEPCUCSD KAVLI INSTITUTE DIRECTOR FUND$50,000
KAVLI INSTITUTE FOR BRAIN SCIENCE AT COLUMBIA UNIVERSITY
1051 RIVERSIDE DRIVENEW YORKNY10032NONEPCKAVLI INSTITUTE FOR BRAIN SCIENCE PHASE II - AMENDED$200,000
KAVLI INSTITUTE FOR BRAIN SCIENCE AT COLUMBIA UNIVERSITY
1051 RIVERSIDE DRIVENEW YORKNY10032NONEPCTRAINEE BRIDGE FUNDS$100,000
KAVLI INSTITUTE FOR BRAIN SCIENCE AT COLUMBIA UNIVERSITY
1051 RIVERSIDE DRIVENEW YORKNY10032NONEPCKAVLI INSTITUTE FOR BRAIN SCIENCE AT COLUMBIA : PHASE III-A$500,000
KAVLI INSTITUTE FOR COSMOLOGICAL PHYSICS AT THE UNIVERSITY OF CHICAGO
WILLIAM ECKHARDT RESEARCH CENTERCHICAGOIL60637NONEPCKICP CONFERENCES, WORKSHOPS AND VISITORS PROGRAM (CWV) 2018-2020$150,000ERC - SUITE 499 5640 SOUTH ELLIS AV
KAVLI INSTITUTE FOR COSMOLOGICAL PHYSICS AT THE UNIVERSITY OF CHICAGO
WILLIAM ECKHARDT RESEARCH CENTERCHICAGOIL60637NONEPCKICP FILL-THE-GAP$150,000ERC - SUITE 499 5640 SOUTH ELLIS AV
KAVLI INSTITUTE FOR COSMOLOGY AT THE UNIVERSITY OF CAMBRIDGE
NONEPCPHASE 2 TOP-UP: GRAVITATIONAL WAVES - FILL THE GAP (2019-2023)$98,244KAVLI INSTITUTE FOR COSMOLOGYCAMBRIDGEUKCB3 0HACAMBRIDGE
KAVLI INSTITUTE FOR COSMOLOGY AT THE UNIVERSITY OF CAMBRIDGE
NONEPCNEWTON-KAVLI JUNIOR FELLOWSHIPS IN COSMOLOGY AND ASTROPHYSICS$91,355KAVLI INSTITUTE FOR COSMOLOGYCAMBRIDGEUKCB3 0HACAMBRIDGE
KAVLI INSTITUTE FOR NANOSCALE DISCOVERY AT OXFORD (KAVLI INSD)
NONEPCKAVLI INSTITUTE FOR NANOSCALE DISCOVERY AT OXFORD PHASE I/II$400,000WELLINGTON SQUAREOXFORDUKOX1 2JD
KAVLI INSTITUTE FOR NANOSCALE DISCOVERY AT OXFORD (KAVLI INSD)
NONEPCKAVLI INSTITUTE FOR NANOSCALE DISCOVERY AT OXFORD PHASE I/II$1,850,000WELLINGTON SQUAREOXFORDUKOX1 2JD
KAVLI INSTITUTE FOR PARTICLE ASTROPHYSICS AND COSMOLOGY AT STANFORD UNIVERS
SLAC 2575 SAND HILL ROAD M/S 29MENLO PARKCA94025NONEPCKIPAC FILL-THE-GAP 2018-2021$150,000
KAVLI INSTITUTE FOR SYSTEMS NEUROSCIENCE AT THE NORWEGIAN UNIVERSITY OF SCI
NONEPCIMAGING STRUCTURE AND FUNCTION OF THE ZEBRAFISH BRAIN$9,000KAVLI INSTITUTE / CNC THE FACULTYTRONDHEIMNOSOR-TRONDELAG7491OF MEDICINE POSTBOKS 8905
KAVLI INSTITUTE FOR THEORETICAL SCIENCES
NONEPCKAVLI INSTITUTE FOR THEORETICAL SCIENCES AT UNIVERSITY OF CHINESE ACADEMY OF SCIENCES$175,000NO19A YUQUAN ROADSHIJINGSHAN DISTRICTCH100049
KAVLI NEURAL SYSTEMS INSTITUTE (ROCKEFELLER UNIVERSITY)
THE ROCKEFELLER UNIVERSITY 1230NEW YORKNY10065NONEPCTRAINEE BRIDGE FUNDS$100,000YORK AVENUE BOX 257
KAVLI NEUROSCIENCE DISCOVERY INSTITUTE AT JHU
JOHNS HOPKINS UNIVERSITY SCHOOL OFBALTIMOREMD21205NONEPCKAVLI NEUROSCIENCE DISCOVERY INSTITUTE PHASE I-II$140,000MEDICINE 725 N WOLFE STREET HUNTERI
KNUT URBAN
NONEI2020 KAVLI PRIZE AWARD - URBAN$125,00037 VICTOR GOLLANCZ-STRASSEJUELICHGM52428
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA021394307NONEPCKAVLI INSTITUTE FOR ASTROPHYSICS AND SPACE RESEARCH PHASE III$500,000
MATERIALS RESEARCH SOCIETY (MRS)
506 KEYSTONE DRIVEWARRENDALEPA150867537NONEPCFRED KAVLI DISTINGUISHED LECTURESHIP 2018-2022$15,000
MATERIALS RESEARCH SOCIETY (MRS)
506 KEYSTONE DRIVEWARRENDALEPA150867537NONEPCFRED KAVLI EARLY CAREER LECTURESHIP$6,000
MAXIMILIAN HAIDER
NONEI2020 KAVLI PRIZE AWARD - HAIDER$125,000PFARRGASSE 20GAIBERGGMD-69251
MCGILL UNIVERSITY
NONEPCNWB SEED PROJECT: EDWARD RUTHAZER AND DYLAN ROSKAMS-EDRIS$10,000845 SHERBROOKE ST WMONTREALCAQUEBECH3A OG4
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROADEAST LANSINGMI48824NONEPCBASIC SCIENCE COMMUNICATION LANDSCAPE REVIEW$50,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001NONEPCKAVLI FRONTIERS OF SCIENCE SYMPOSIA$550,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001NONEPC2019 NOBEL LAUREATES RECEPTION & DINNER: APRIL 21, 2020$10,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001NONEPCFRED KAVLI ENDOWMENT FUND$2,100,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001NONEPCNATIONAL ACADEMY, SCIENCE OF SCIENCE COMMUNICATION STANDING CMTE$50,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW SUITEWASHINGTONDC200362252NONEPCSCIENCE PHILANTHROPY ALLIANCE 2020$100,000300
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW SUITEWASHINGTONDC200362252NONEPCSCIENCE PHILANTHROPY ALLIANCE 2020 SUPPLEMENT$50,000300
ONDREJ KRIVANEK
2153 EAST BEAVER LAKE DRIVE SESAMMAMISHWA98075NONEI2020 KAVLI PRIZE AWARD - KRIVANEK$100
ONDREJ KRIVANEK
2153 EAST BEAVER LAKE DRIVE SESAMMAMISHWA98075NONEI2020 KAVLI PRIZE AWARD - KRIVANEK$124,900
PEKING UNIVERSITY EDUCATION FOUNDATION
NONEPCKAVLI ASTROPHYSICS POSTDOCTORAL FELLOWSHIP 2018-2020 (KIAA)$40,000PEKING UNIVERSITY 75 JINGCHUNYUANBEIJINGCH100871
PEKING UNIVERSITY EDUCATION FOUNDATION
NONEPCKAVLI ASTROPHYSICS POSTDOCTORAL FELLOWSHIP 2018-2020 (KIAA)$20,000PEKING UNIVERSITY 75 JINGCHUNYUANBEIJINGCH100871
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
MASSACHUSETTS HALLCAMBRIDGEMA02138NONEPCKAVLI KOFFEE AT HARVARD 2020-22$40,000
PUBLIC COMMUNICATION OF SCIENCE AND TECHNOLOGY INCORPORATED
NONEPCSUPPORT OF PCST NETWORK ACTIVITIES$15,00056 VASEY CRESCENT CAMPBELLAUSTRALIAN CAPITAL TERRITAS2612
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2150 SHATTUCK AVENUE SUITE 300BERKELEYCA94704NONEPCBERKELEY SUMMER COURSE ON NEUROSCIENCE DATA MODELING (CRCNS)$80,000UNIVERSITY OF CALIFORNIA
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2150 SHATTUCK AVENUE SUITE 300BERKELEYCA94704NONEPCBERKELEY SUMMER COURSE ON NEUROSCIENCE DATA MODELING (CRCNS)$2,900UNIVERSITY OF CALIFORNIA
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093NONEPCNWB SEED GRANT: ASHLEY JUAVINETT$10,000
RESEARCH CORPORATION
4703 EAST CAMP LOWELL DRIVE SUITETUCSONAZ85712NONEEOFSCIALOG: SIGNATURES OF LIFE IN THE UNIVERSE 2020$50,000201
RESEARCHAMERICA
241 18TH STREET SOUTH SUITE 501ARLINGTONVA22202NONEPCRESETTING AMERICA'S COMMITMENT TO SCIENCE$130,000
RESEARCHAMERICA
241 18TH STREET SOUTH SUITE 501ARLINGTONVA22202NONEPCSCIENCE SOCIETY CEO RENEWAL$55,000
RESEARCHAMERICA
241 18TH STREET SOUTH SUITE 501ARLINGTONVA22202NONEPCSCIENCE SOCIETY CEO RENEWAL$55,000
RESEARCHAMERICA
241 18TH STREET SOUTH SUITE 501ARLINGTONVA22202NONEPCCOMMUNICATIONS FOR THE RESET COMMITTEE$50,000
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES RDLA JOLLACA92037NONEPCKAVLI INSTITUTE FOR BRAIN AND MIND (KIBM) PHASE III-B$200,000
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES RDLA JOLLACA92037NONEPCKAVLI INSTITUTE FOR BRAIN AND MIND (KIBM) PHASE III-B$150,000
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES RDLA JOLLACA92037NONEPCSALK KAVLI INSTITUTE DIRECTOR FUND$50,000
SCIENCE FRIDAY
19 WEST 44 STREET SUITE 412NEW YORKNY10036NONEPCPROPOSAL FOR SCIENCE FRIDAY LIVE$60,789
SOCIETY FOR NEUROECONOMICS INC
NONEPCFRED KAVLI LECTURE AND WORKSHOPS 2020-2024$5,000C/O DE ARMOND ASSOCIATES MANAGEMENTVICTORIACABRITISH COLUMBIAV8N 1X6LTD 2661 QUEENSWOOD DRIVE
SOCIETY FOR NEUROSCIENCE
1121 14TH STREET NW SUITE 1010WASHINGTONDC20005NONEPCBRAINFACTS.ORG$100,000
SOCIETY FOR SCIENCE & THE PUBLIC
1719 N STREETNWWASHINGTONDC20036NONEPCSCIENCE NEWS PILOT: ETHICAL CHALLENGES POSED BY ADVANCES IN NEUROSCIENCE AND GENETICS$50,000
SOCIETY FOR SCIENCE & THE PUBLIC
1719 N STREETNWWASHINGTONDC20036NONEPCSCIENCE NEWS PILOT: ETHICAL CHALLENGES POSED BY ADVANCES IN NEUROSCIENCE AND GENETICS$25,000
STICHTING FEDERATION OF EUROPEAN NEUROSCIENCE SOCIETIES TRUST FOUNDATION
NONEPCFENS-KAVLI NETWORK OF EXCELLENCE$72,076FONDATION UNIVERSITAIRE RUE DEGMONTBRUSSELSBEBRUSSELS100011
STICHTING FEDERATION OF EUROPEAN NEUROSCIENCE SOCIETIES TRUST FOUNDATION
NONEPCKAVLI FOUNDATION LECTURE$14,000FONDATION UNIVERSITAIRE RUE DEGMONTBRUSSELSBEBRUSSELS100011
THE CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY OF CAMBRIDGE
NONEPCOUTREACH PROGRAMME$32,1811 QUAYSIDE BRIDGE STREETCAMBRIDGEUKCAMBRIDGESHIRECB5 8AB
THE CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY OF CAMBRIDGE
NONEPCKAVLI INSTITUTE FOR COSMOLOGY - PHASE II$832,9821 QUAYSIDE BRIDGE STREETCAMBRIDGEUKCAMBRIDGESHIRECB5 8AB
THE OPEN NOTEBOOK
1360 REGENT ST SUITE 153MADISONWI53715NONEPCTHE OPEN NOTEBOOK JOURNALIST MINI SERIES TRAINING$30,000
THE OPEN NOTEBOOK
1360 REGENT ST SUITE 153MADISONWI53715NONEPCTHE OPEN NOTEBOOK JOURNALIST MINI SERIES TRAINING$18,200
THE UC DAVIS FOUNDATION
202 COUSTEAU PL SUITE 185DAVISCA95618NONEPCKAVLI SUMMER INSTITUTE IN COGNITIVE NEUROSCIENCE$75,000
THE UNIVERSITY OF TOKYO
NONEPCKAVLI INSTITUTE FOR THE PHYSICS AND MATHEMATICS OF THE UNIVERSE - PHASE I$375,0005-1-5 KASHIWANOHAKASHIWASHIJATIBA277-8583
THE UNIVERSITY OF TOKYO
NONEPCKAVLI INSTITUTE FOR PHYSICS AND MATHEMATICS OF THE UNIVERSE - PHASE II$250,0005-1-5 KASHIWANOHAKASHIWASHIJATIBA277-8583
TRUST FOR CONSERVATION INNOVATION (MULTIPLIER)
405 14TH STREET SUITE 164OAKLANDCA94612NONEPCNSPN 2020 MEETING SPONSORSHIP$5,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
116TH STREET AND BROADWAYNEW YORKNY10027NONEPCNANONEURO 2020 MEETING SPONSORSHIP$11,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
116TH STREET AND BROADWAYNEW YORKNY10027NONEPCKAVLI INSTITUTE FOR BRAIN SCIENCE PHASE II - AMENDED$119,677
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
116TH STREET AND BROADWAYNEW YORKNY10027NONEPCKAVLI INSTITUTE FOR BRAIN SCIENCE PHASE II - AMENDED$125,000
TRUSTEES OF PRINCETON UNIVERSITY
PRINCETON UNIVERSITYPRINCETONNJ08544NONEPCNWB SEED GRANT: SABINE KASTNER$10,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC 0940LA JOLLACA92093NONEPCKAVLI INSTITUTE FOR BRAIN AND MIND - PHASE II$200,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC 0940LA JOLLACA92093NONEPCKAVLI INSTITUTE FOR BRAIN AND MIND - PHASE II$523,599
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC 0940LA JOLLACA92093NONEPCKAVLI INSTITUTE FOR BRAIN AND MIND - PHASE II$200,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC 0940LA JOLLACA92093NONEPCKAVLI INSTITUTE FOR BRAIN AND MIND - PHASE II$523,599
UC SANTA BARBARA FOUNDATION
4219 CHEADLE HALLSANTA BARBARACA93106NONEPCKAVLI INSTITUTE FOR THEORETICAL PHYSICS AT THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA$1,000,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
2080 ADDISON STREET 4200BERKELEYCA947204200NONEPCKAVLI ENERGY NANOSCIENCE INSTITUTE PHASE I-II$500,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
UCSF BOX 0248SAN FRANCISCOCA941430248NONEPCKAVLI INSTITUTE FOR FUNDAMENTAL NEUROSCIENCE$420,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUECHICAGOIL60637NONEPCKAVLI INSTITUTE FOR COSMOLOGICAL PHYSICS PHASE II$50,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUECHICAGOIL60637NONEPCKAVLI INSTITUTE FOR COSMOLOGICAL PHYSICS PHASE II$1,000,000
UNIVERSITY OF PITTSBURGH
300 MURDOCH I BUILDING 3420 FORBESPITTSBURGHPA15260NONEPCNWB SEED GRANT: ROBERT GAUNT/REHAB NEURAL ENGINEERING LABS$10,000AVENUE
UNIVERSITY OF RHODE ISLAND FOUNDATION
79 UPPER COLLEGE RDKINGSTONRI02881NONEPCINCLUSIVE SCICOMM SYMPOSIUM: PLANNING FOR THE FUTURE$37,700
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUE MADISONMADISONWI53726NONEPCBASIC SCIENCE COMMUNICATION LANDSCAPE REVIEW$50,000
WESTERN UNIVERSITY
NONEPCNWB SEED GRANT: ERIC KUEBLER & JULIO MARTINEZ$10,0001151 RICHMOND STREETLONDONCAONTARION6A 3K7
WILLIAM MARSH RICE UNIVERSITY
PO BOX 1892HOUSTONTX77251NONEPCAMERICAN ACADEMY/ BAKER INSTITUTE REPORT$78,807
WORLD SCIENCE FOUNDATION
475 RIVERSIDE DRIVE SUITE 950NEW YORKNY10115NONEPCWORLD SCIENCE FESTIVAL$100,000
YALE UNIVERSITY
333 CEDAR STREETNEW HAVENCT65100NONEPCKAVLI INSTITUTE FOR NEUROSCIENCE - PHASE III$1,000,000
YALE UNIVERSITY
333 CEDAR STREETNEW HAVENCT65100NONEPC2020 KAVLI INSTITUTES IN NEUROSCIENCE: POSTDOCTORAL SCIENCE FORUM$68,777
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,957,498TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
AMERICAN SOCIETY FOR CELL BIOLOGY
8120 WOODMONT AVENUE SUITE 750BETHESDAMD20814NONEPCASCB DOORSTEP MEETING - THE CELL BIOLOGY OF NEURODEGENERATION$30,000
AMERICAN SOCIETY FOR CELL BIOLOGY
8121 WOODMONT AVENUE SUITE 750BETHESDAMD20814NONEPCSCIENCE SOCIETY ENGAGEMENT NETWORK$90,600
ANDREW C FABIAN
NONEI2020 KAVLI PRIZE AWARD - FABIAN$500,000UNIVERSITY OF CAMBRIDGE MADINGLEYROADCAMBRIDGEUKCB3 0HA
ARDEM PATAPOUTIAN
THE SCRIPPS RESEARCH INSTITUTELA JOLLACA92037NONEI2020 KAVLI PRIZE AWARD - PATAPOUTIAN$250,00010550 N TORREY PINES ROAD
BERKELEY LAB FOUNDATION
1111 FRANKLIN STREET 7TH FLOOROAKLANDCA94607NONESO INEURODATA WITHOUT BORDERS SUPPORT 2021$125,000
CORNELL UNIVERSITY
377 PINE TREE ROADITHACANY14850NONEPCKAVLI INSTITUTE AT CORNELL FOR NANOSCALE SCIENCE$3,800,000
DAVID JULIUS
UNIVERSITY OF CALIFORNIA SANSAN FRANCISCOCA94143NONEI2020 KAVLI PRIZE AWARD - JULIUS$250,000FRANCISCO 533 PARNASSUS AVENUE
HARALD ROSE
NONEI2020 KAVLI PRIZE AWARD - ROSE$125,000ULM UNIVERSITY HELMHOLTZSTRASE 16ULMGM89081
INTERNATIONAL ASTRONOMICAL UNION
NONEPCKAVLI-IAU SYMPOSIA ON INTERDISCIPLINARY SCIENCE$120,000IAUUAI SECRETARIAT 98-BIS BLVDARAGOPARISFRF75014
KAVLI INSTITUTE FOR BRAIN AND MIND AT UCSD
UC SAN DIEGO 9500 GILMAN DRIVELA JOLLACA92093NONEPCUCSD KAVLI INSTITUTE DIRECTOR FUND$200,000
KAVLI INSTITUTE FOR COSMOLOGICAL PHYSICS AT THE UNIVERSITY OF CHICAGO
WILLIAM ECKHARDT RESEARCH CENTERCHICAGOIL60637NONEPCKICP PHASE III$7,000,000ERC - SUITE 499 5640 SOUTH ELLIS AV
KAVLI INSTITUTE FOR FUNDAMENTAL NEUROSCIENCE AT UCSF
675 NELSON RISING LANE SANDLERSAN FRANCISCOCA94158NONEPCFACULTY HIRE FOR UCSF DIVERSITY INITIATIVE$500,000NEUROSCIENCES CENTER ROOM 535
KAVLI INSTITUTE FOR NANOSCALE DISCOVERY AT OXFORD (KAVLI INSD)
NONEPCKAVLI INSTITUTE FOR NANOSCALE DISCOVERY AT OXFORD PHASE I/II$11,150,000WELLINGTON SQUAREOXFORDUKOX1 2JD
KAVLI INSTITUTE FOR THEORETICAL PHYSICS AT THE UNIVERSITY OF CALIFORNIA SAN
KOHN HALL UNIVERSITY OF CALIFORNIASANTA BARBARACA93106NONEPCKITP PHASE III-B$5,000,000SANTA BARBARA
KNUT URBAN
NONEI2020 KAVLI PRIZE AWARD - URBAN$125,000FORSCHUNGSZENTRUM JULICH WILHELM-JONEN-STRASEJUELICHGM52428
MATERIALS RESEARCH SOCIETY (MRS)
506 KEYSTONE DRIVEWARRENDALEPA150867537NONEPCFRED KAVLI EARLY CAREER LECTURESHIP 2021-2025$30,000
MAXIMILIAN HAIDER
NONEI2020 KAVLI PRIZE AWARD - HAIDER$125,000CEOS GMBH ENGLERSTR 28HEIDELBERGGMD-69126
MIT
77 MASSACHUSETTS AVENUECAMBRIDGEMA021394307NONEPCKNIGHT SCHOOL OF JOURNALISM SCIENCE EDITING SUPPORT$60,000
NEW YORK UNIVERSITY
50 WEST FOURTH STREETNEW YORKNY10003NONEPCKAVLI CONVERSATIONS ON SCIENCE COMMUNICATIONS 2021$18,000
NTNU
NONEPCNTNU KAVLI INSTITUTE FACULTY RECRUITMENT$300,000NTNUTRONDHEIMNONO-7491SOR-TRONDELAG
ONDREJ KRIVANEK
NION CO 11511 NE 118TH STREETKIRKLANDWA98034NONEI2020 KAVLI PRIZE AWARD - KRIVANEK$125,000
RESEARCHAMERICA
241 18TH STREET SOUTH SUITE 501ARLINGTONVA22202NONEPCSCIENCE SOCIETY CEO RENEWAL$100,000
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES RDLA JOLLACA92037NONEPCSALK KAVLI INSTITUTE DIRECTOR FUND$200,000
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES RDLA JOLLACA92037NONEPCKAVLI INSTITUTE FOR BRAIN & MIND$1,508,168
UNIVERSITY OF COLORADO ANSCHUTZ MEDICAL CAMPUS
800 N GRANT ST STE 400DENVERCO80203NONEPCNWB SEED GRANT: DIEGO RESTREPO$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$31,741,768TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Exclusion14ExclusionCd
Exclusion$629,005ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$1,172,585ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,789ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Exclusion18ExclusionCd
Exclusion$1,856,648ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,680,027ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,680,027TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$101,017Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$101,017DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE SYS INC$1,478,355$1,478,355
ADR ALIBABA GROUP HOLDING LTD$540,632$540,632
ALIGN TECHNOLOGY INC$825,083$825,083
ALPHABET INC$1,026,602$1,026,602
AMAZON COM INC$2,566,461$2,566,461
AMETEK INC$1,165,862$1,165,862
AMPHENOL CORP$1,485,678$1,485,678
ANALOG DEVICES INC$1,889,467$1,889,467
APPLE INC$653,896$653,896
ARCH CAPITAL GROUP$738,173$738,173
AUTODESK INC$1,230,826$1,230,826
BURLINGTON STORES INC$1,110,803$1,110,803
BWX TECHNOLOGIES INC$1,644,077$1,644,077
CHIPOTLE MEXICAN GRILL INC$517,243$517,243
CLEAN HBRS INC$1,580,140$1,580,140
COPART INC$1,040,778$1,040,778
COSTCO WHOLESALE CORP$335,334$335,334
CUMMINS INC$459,878$459,878
DEERE & CO$616,125$616,125
DEXCOM INC$780,849$780,849
EDWARDS LIFESCIENCES CORP$823,898$823,898
EMERGENT BIOSOLUTIONS INC$1,231,642$1,231,642
ENTEGRIS INC$2,449,205$2,449,205
EOG RESOURCES INC$386,692$386,692
FACEBOOK INC$819,753$819,753
FMC CORP COM$1,923,928$1,923,928
GLOBAL PMTS INC$411,883$411,883
GOLDMAN SACHS GROUP INC$733,114$733,114
HENRY SCHEIN INC$1,058,126$1,058,126
INGREDION INC$946,793$946,793
INTUITIVE SURGICAL INC$1,011,990$1,011,990
KAR AUCTION SVCS INC$1,535,083$1,535,083
LULULEMON ATHLETICA INC$329,584$329,584
MASTERCARD INC$3,701,111$3,701,111
MEDTRONIC PLC$1,505,366$1,505,366
MERCADOLIBRE INC$866,089$866,089
MICROSOFT CORP$2,365,659$2,365,659
NVIDIA CORP$1,410,984$1,410,984
O REILLY AUTOMOTIVE INC$815,531$815,531
PAYPAL HLDGS INC$1,845,496$1,845,496
QUALCOMM INC$474,844$474,844
ROSS STORES INC$432,291$432,291
SALESFORCE COM INC$1,381,466$1,381,466
SCHWAB CHARLES CORP$1,465,389$1,465,389
SERVICENOW INC$2,229,242$2,229,242
SPLUNK INC$650,169$650,169
SQUARE INC$1,310,193$1,310,193
STRATEGIC ED INC$310,776$310,776
TRACTOR SUPPLY CO$424,270$424,270
TRANSDIGM GROUP INC$372,548$372,548
UGI CORP$1,662,664$1,662,664
UNITY SOFTWARE INC$62,923$62,923
VEEVA SYS INC$1,668,620$1,668,620
VISA INC$3,803,054$3,803,054
WASTE CONNECTIONS INC$2,173,971$2,173,971
WATERS CORP$1,141,596$1,141,596
WESTERN ALLIANCE BANCORPORATION$1,380,409$1,380,409
WOODWARD INC$1,171,914$1,171,914
WORKDAY INC$605,734$605,734
ZENDESK INC$335,330$335,330

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CEDAR ROCK CAP PARTNERS LLCFMV$35,864,603$35,864,603
GIF PRIVATE INVESTORS LLCFMV$92,093$92,093
GLOBAL ENDOWMENT FUND II, LPFMV$24,296,067$24,296,067
GOLDMAN VINTAGE FUND IIIFMV$65,737$65,737
GOLDMAN VINTAGE FUND V, LPFMV$735,891$735,891
MAKENA CAPITAL ASSOCIATES (US) LPFMV$5,628,226$5,628,226
MAKENA CAPITAL ASSOCIATES (US) LPFMV$13,525,740$13,525,740
MAKENA PPF - MAKENA PERPETUAL PRIVATE EQUITY FUND, LPFMV$48,460,522$48,460,522
MAKENA PPF - REAL ESTATE U.S.FMV$16,870,038$16,870,038
MAKENA PPF - VENTURE CAPITALFMV$29,925,207$29,925,207
MAKENA PRIVATE EQUITY FUND II LPFMV$10,524,509$10,524,509
MAKENA PRIVATE EQUITY FUND III LPFMV$9,639,662$9,639,662
MAKENA PRIVATE EQUITY FUND, LPFMV$4,761,965$4,761,965
MAKENA REAL ESTATE FUND II, LLPFMV$8,991,805$8,991,805
OAKTREE VALUE OPPPORTUNITY FUND, LPFMV$1,271,741$1,271,741
ORCHID ASIA FUND III, LPFMV$2,998,110$2,998,110
ORCHID ASIA FUND IV, LPFMV$18,352,739$18,352,739
ORCHID ASIA FUND VIFMV$15,281,710$15,281,710
ORCHID ASIA VII, LPFMV$24,317,983$24,317,983
PEEPFUL CAPITAL FUND, LPFMV$712,566$712,566
RIEF STRATEGIC PARTNERS FUND, LLCFMV$184,709,553$184,709,553
SUNBELT ENTERPRISES, LLCFMV$29,483,571$29,483,571
WESTLAND ENTERPRISES, LLCFMV$13,166,658$13,166,658

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$240,640LegalFeesAmt
Net Investment Income$108,556NetInvestmentIncomeAmt
Disbursements Charitable Prps$132,084DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COLLECTIBLES$410,645$410,645$410,645
457B PLAN ASSETS$180,057$214,140$214,140

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PARTNERSHIP EXPENSES$0$11,590,379$0
OFFICE EXPENSES$373,472$5,503$486,820
REAL ESTATE EXPENSES$117,379$117,379$0
PROGRAM RELATED EXPENSES$2,324,929$0$2,469,819

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$21,789$21,789$21,789
OTHER INVESTMENT INCOME - SCHEDULE K1S-$350,953

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$5,745,661Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
TENANT SECURITY DEPOSITS$293,146$293,146
DEFERRED TAXES$1,872,836$1,872,836
OTHER LIABILITIES$1,056,490$1,231,105

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$592,930$592,030$900
OTHER PROFESSIONAL FEES$967,224$205,295$793,971

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$76,117$0$0
REAL ESTATE TAXES$671,399$533,731$137,668
OTHER TAXES$482,733$0$0
FOREIGN TAXES WITHHELD$0$1,653,038$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.