2020-11-10T14:52:23-08:00 2019-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2019-01-01 043105768 The Klarman Family Foundation KLAR 6172367909 PO Box 171627 Boston MA 02117 Beth S Klarman Pres./Trustee 2020-11-10 true Kurt Coburn P01638285 7134395739 2019 2021-04-22 16:20:28Z X 838896973 X 60000000 1111029 1111029 21963275 73878113 22222918 12307082 12059429 95381386 35393376 416077 416077 1459472 7280 1452192 436336 2384 433952 197324 103841 93483 128333 27714 91984 777061 777061 267978 203386 637313 637313 163428 163428 10626002 9981961 386879 15312710 10123180 4452369 66505393 66505393 81818103 10123180 70957762 13563283 25270196 6702197 7911187 7911187 90981286 76735998 76735998 512994 512994 512994 7000 8000 8000 14686979 25820666 27389106 559305580 574385555 723622703 1474723 784804 818142 689919 689919 2027066 2027400 2027066 674528250 688091719 838896973 28774 28960 28774 28960 X 674499476 688062759 674499476 688062759 674528250 688091719 674499476 13563283 688062759 688062759 From Sch K-1 (Form 1065) 2419179 2419179 2419179 Distributions in excess of basis 383429 383429 383429 TBC Partners LP P 2017-01-01 2019-01-01 632943 1215658 -582715 -582715 Kensico Offshore Fund P 2013-01-01 2019-12-31 42096521 22961191 19135330 19135330 Kensico Offshore Fund II P 2013-01-01 2019-12-31 12000000 8338664 3661336 3661336 Greenlight Capital Offshore Investors P 2014-01-01 2019-07-01 16346041 19139682 -2793641 -2793641 22222918 false 64101167 735175813 0.08719 50226432 742469408 0.06765 44786479 643438736 0.06961 42730059 606713928 0.07043 38338274 526133594 0.07287 0.367742 0.073548 815020335 59943116 252702 60195818 71032924 X 252702 252702 252702 299000 106000 405000 X 1465 150833 150833 false false false false false true true false true true CA MA NY true false false true false true www.klarmanfoundation.org Beth Klarman 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 Pres/Trustee 30.00 0 Kim McCabe PO Box 171627 Boston MA 02117 Exec. Dir. 40.00 336000 55979 Steven Moore PO Box 171627 Boston MA 02117 COO 40.00 24098 Laura Sherman PO Box 171627 Boston MA 02117 Dir MA Grants 40.00 215000 52126 Jonathan Horowitz PO Box 171627 Boston MA 02117 Sr Prog Ofcr 40.00 190000 30793 Karen Gill PO Box 171627 Boston MA 02117 Dir Ops & Admin 32.00 131767 27502 Erin Peterson PO Box 171627 Boston MA 02117 Sr Grants Mgr 40.00 124000 29974 Malka Travaglini PO Box 171627 Boston MA 02117 Sr Prog Ofcr 40.00 113000 11050 8 Globalization Partners 265 Franklin Street Suite 502 Boston MA 02110 International consulting 160234 CFAR 1700 Market Street Suite 2140 Philadelphia PA 19103 Organizational strategy 104375 Nitasha Manchanda 89 Jordan Road Brookline MA 02446 Science consultant 86000 Ropes & Gray 800 Boylston Street Boston MA 021993600 Legal 85493 Isaacson Miller Inc 263 Summer Street Boston MA 02210 Executive search 104524 1 5048272 65383629 756999911 827431812 0 827431812 12411477 815020335 40751017 40751017 252702 30901 283603 40467414 40467414 40467414 70957762 75162 71032924 252702 70780222 40467414 12411363 12672685 12825930 13184280 27776522 78870780 71032924 0 40467414 30565510 109436290 0 12411363 97024927 12672685 12825930 13184280 27776522 30565510 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 66505393 66505393 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 29360677 29360677 Interest income from PRI 19975 14 1111029 525990 -259643 18 22222918 Passthrough K-1 income 525990 238102 14 10827004 Section 965 inclusion 525990 59 1 21530 State tax refund 1 509 Subpart F income 14 1199903 -21482 35382893 19975 35381386 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 60000000 X Bookkeeping and fiscal mgmt 73210 0 0 73210 Investment accounting 22570 22570 0 0 Payroll services 4995 0 0 4995 Tax compliance 27558 5144 0 13779 Equipment 2014-01-01 241196 74873 SL 3.0000 70811 Furniture 2014-01-01 456234 324518 SL 5.0000 54743 Leasehold improvements 2010-01-01 777293 206272 SL 10.0000 77832 222,448 shares Boston Omaha Corporation 4686979 4680306 Foghorn Therapeutics Inc 5000000 5000000 Gwynnie Bee Inc Series A-4 118985 349856 Gwynnie Bee Inc Series A-5 195415 493472 Gwynnie Bee Inc Series A-8 4685600 5731786 Celsius Therapeutics Inc. 5907692 5907692 DynamiCare 700000 700000 Imagry, Inc. 2500000 2500000 Reflow Medical 2025995 2025994 See attachment AT COST 574385555 723622703 Furniture and Fixtures 456233 379260 76973 76973 Machinery and Equipment 241196 121440 119756 119756 Improvements 777294 284104 493190 493190 Administrative matters & other 76193 0 0 76193 Grant-related matters 10990 0 0 10990 Investment-related matters 103841 103841 0 0 Tax matters 6300 0 0 6300 PRI - Home Funders LLC 29523 29857 29523 PRI - Home Funders Loan 1997543 1997543 1997543 Dues, memberships & subscriptions 217711 217711 Insurance 17349 17349 Office supplies 70137 70137 Passthrough K-1 expenses 10239123 9981961 Repairs and maintenance 12554 12554 State filing fees 1000 1000 Technology expense 68128 68128 Interest income from PRI 19975 19975 Passthrough K-1 income 11065106 10818080 Section 965 inclusion 21589 21471 State tax refund 509 Subpart F income 1199903 1199903 Executive search services 104524 0 0 104524 Grant management system consulting 26730 0 0 26730 Human resources/benefit consulting 172472 0 0 172472 Information technology services 35775 0 0 35775 Organizational strategy consulting 104375 0 0 104375 Program consulting and evaluation 84110 0 0 84110 Program planning and facilitation 87883 0 0 87883 Public relations services 39549 0 0 39549 Scientific advisors 121643 0 0 121643 Excise tax 267728 New York Corporation Tax 250 Commodore Capital Offshore Ltd PO Box 309 Ugland House Grand Cayman CJ KY1-1104 981534696 Contribution to investment fund. Entity is not a business enterprise, per IRC 4943(d)(3)(B). 10000000 10000000