2021-11-09T11:06:53-08:00 2020-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2020-01-01 043105768 The Klarman Family Foundation KLAR 6172367909 PO Box 171627 Boston MA 02117 Kim McCabe President 2021-11-09 true Kim McCabe 999009999 Kurt Coburn P01638285 7134395739 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 1021282464 X 85000000 266308 266308 23070274 27784202 21667273 8297118 8206008 116633700 30139589 659500 659500 1308526 6543 1301983 506890 2114 504776 145986 16803 129183 216379 36471 171108 1052562 1052562 194776 47237 200722 644890 644890 50533 50533 9988327 9401262 396491 14969091 9510430 4911026 80750139 80750139 95719230 9510430 85661165 20914470 20629159 7911187 10841336 10841336 76735998 96790263 96790263 512994 8000 7500 7500 25820666 34513009 75402612 574385555 564271078 835676698 1522362 985526 689919 536836 536836 2027400 2027219 2027219 688091719 708987241 1021282464 28960 10012 28960 10012 X 688062759 708977229 688062759 708977229 688091719 708987241 688062759 20914470 708977229 708977229 From Sch K-1 (Form 1065) 20504163 20504163 20504163 Distributions in excess of basis 5806 5806 5806 Al Bawader Investment Fund LP P 2010-01-01 2020-05-04 47655 89802 -42147 -42147 Berkshire Fund VII (OS) LP P 2010-01-01 2020-01-01 28 28 28 Cross Shore Overseas Fund, Ltd P 2010-01-01 2020-01-01 2673473 2500000 173473 173473 GC Entrepreneurs Fund II, LP P 2010-01-01 2020-03-05 2302 2350 -48 -48 Kensico Offshore Fund Ltd P 2010-01-01 2020-01-01 4525735 2747506 1778229 1778229 Riva Capital Partners LP P 2010-01-01 2020-10-29 6215 21217 -15002 -15002 The PrivatVarde Fund, LP P 2010-01-01 2020-12-30 460 137191 -136731 -136731 The Varde Fund LP P 2010-01-01 2020-12-30 5963 197410 -191447 -191447 The Varde Fund VII, LP P 2010-01-01 2020-12-30 12402 421453 -409051 -409051 21667273 286745 286745 286745 193833 217000 410833 X 124088 124088 false false false false true true true false true true CA MA NY true false false true false true www.klarmanfoundation.org Kim McCabe 6172367909 PO Box 171627 Boston MA 02117 false false false true true false false false false false true false false false false false true true false false true false false false false Seth A Klarman PO Box 171627 Boston MA 02117 Trustee 5.00 0 Beth S Klarman PO Box 171627 Boston MA 02117 Trustee 30.00 0 Kim McCabe PO Box 171627 Boston MA 02117 Exec. Dir. 40.00 384000 57053 Steven Moore PO Box 171627 Boston MA 02117 COO 40.00 275500 27010 Laura Sherman PO Box 171627 Boston MA 02117 Dir MA Grants 40.00 226500 54928 Jonathan Horowitz PO Box 171627 Boston MA 02117 Director 40.00 210500 32983 Erin Peterson PO Box 171627 Boston MA 02117 Sr Grants Mgr 40.00 128449 35147 Maura Winston PO Box 171627 Boston MA 02117 Manager,Admin 40.00 117000 26060 Malka Travaglini PO Box 171627 Boston MA 02117 Sr Prog Ofcr 40.00 104542 15547 5 Globalization Partners PO Box 290058 Boston MA 02110 International consulting 388703 CFAR 1700 Market Street Suite 2140 Philadelphia PA 19103 Organizational strategy 160298 Weber Shandwick 540 W Madison 4th Floor Chicago IL 60661 Communications 125172 Ropes & Gray LLP 800 Boylston Street Boston MA 021993600 Legal 97509 RSM US LLP 80 City Square Boston MA 02129 Accounting 178058 3 4102683 84224504 933019526 1021346713 0 1021346713 15320201 1006026512 50301326 50301326 286745 286745 50014581 50014581 50014581 85661165 47640 85708805 85708805 50014581 12672685 12825930 13184280 27776522 30565510 97024927 85708805 0 50014581 35694224 132719151 0 12672685 120046466 12825930 13184280 27776522 30565510 35694224 Seth A Klarman Beth S Klarman Laura Sherman PO Box 171627 Boston MA 02117 6172367909 instrumentfund@klarmanfoundation.org The majority of the Klarman Family Foundations grant making is done on an invitation-only basis. The two exceptions are the Foundations Instrument Fund and its Grant program in Eating Disorders Research. More detailed information about applying to these programs can be found on the foundations website: www.klarmanfoundation.org. See www.klarmanfoundation.org See www.klarmanfoundation.org Kim McCabe PO Box 171627 Boston MA 02117 6172367909 edresearch@klarmanfoundation.org The majority of the Klarman Family Foundations grant making is done on an invitation-only basis. The two exceptions are the Foundations Instrument Fund and its Grant program in Eating Disorders Research. More detailed information about applying to these programs can be found on the foundations website: www.klarmanfoundation.org. See www.klarmanfoundation.org See www.klarmanfoundation.org See attachment to Pt XV Ln 3a State and zip for e-filing purposes MA 02117 N/A See attachment to Part XV, Ln 3a 80750139 80750139 See attachment to Pt XV Ln 3b State and zip for e-filing purposes MA 02117 N/A See attachment to Part XV, Ln 3b 27673038 27673038 Interest income from PRI 19976 14 266308 525990 1403001 18 21667273 Foreign currency translation adjustment 18 -4597 Foreign dividends 14 895655 Passthrough K-1 income 525990 89458 14 7296626 1492459 30121265 19976 31633700 1a Home Funders 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 fund provides low-cost financing to low-income housing projects. Loans are used to help finance new construction, foreclosed properties that are redeveloped to include units for extremely low income families as well as for the preservation of "expiring use" rental units. false false false false false false false false false false X X 1 Seth A Klarman PO Box 171627 Boston MA 02117 85000000 X Bookkeeping and fiscal mgmt 149297 0 0 149297 Investment accounting 28761 28761 0 0 Payroll services 5301 0 0 5301 Tax compliance 33020 7710 0 16510 Equipment 2014-01-01 139318 82434 SL 3.0000 29141 Software 2013-06-12 149518 39006 SL 3.0000 39006 Furniture 2014-01-01 456233 379259 SL 5.0000 54743 Leasehold improvements 2010-01-01 777294 284104 SL 10.0000 77832 222,448 Boston Omaha Corp Class A 4686979 6150687 Celsius Therapeutics Inc. 8000000 8000000 DynamiCare Health 700000 700000 Flagship Pioneering 800000 800000 Foghorn Therapeutics Inc 5000000 42850780 Gwynnie Bee Inc Series A-4 118985 349856 Gwynnie Bee Inc Series A-5 195415 493472 Gwynnie Bee Inc Series A8 4685600 5731786 Imagry, Inc. 2500000 2500000 Mercy BioAnalytics, Inc. 1999998 1999998 Reconstruction US, Inc. 2000040 2000040 Reflow Medical 3825992 3825993 See attachment AT COST 564271078 835676698 Furniture and Fixtures 456233 434002 22231 22231 Machinery and Equipment 288835 189588 99247 99247 Improvements 777294 361936 415358 415358 Administrative matters & other 69776 0 0 69776 Grant-related matters 37680 0 0 37680 Investment-related matters 16803 16803 0 0 Tax matters 21727 0 0 21727 PRI - Home Funders LLC 29857 29676 29676 PRI - Home Funders Loan 1997543 1997543 1997543 Dues, memberships & subscriptions 247256 247256 Insurance 25305 25305 Office supplies 42325 42325 Passthrough K-1 expenses 9591836 9401262 Repairs and maintenance 2274 2274 State filing fees 1000 1000 Technology expense 78331 78331 Foreign currency translation adjustment -4597 -4597 Foreign dividends 895655 895655 Interest income from PRI 19976 19976 Passthrough K-1 income 7386084 7294974 Human resources/benefit consulting 396747 0 0 396747 Information technology services 30630 0 0 30630 Organizational strategy consulting 215548 0 0 215548 Program consulting and evaluation 89277 0 0 89277 Program planning and facilitation 73500 0 0 73500 Public relations services 125172 0 0 125172 Scientific advisors 121688 0 0 121688 Excise tax 147539 Foreign and state tax 47237 47237