2018-11-14T15:43:36-08:00 2017-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2017-01-01 043105768 The Klarman Family Foundation KLAR 6172367909 PO Box 171627 Boston MA 02117 Beth S Klarman Pres./Trustee 2018-11-14 true Jody Blazek P00072674 7134395739 X 2017 2019-02-21 02:37:17Z X 805833899 X 90200000 347241 347241 7864911 7894622 7894622 5386560 4465224 19975 103798712 12707087 19975 392105 3780 388325 1371304 5300 4611 1361393 386461 1657 1456 383348 169251 9095 1686 158470 106063 25178 77788 319437 319437 5000 152920 645073 645073 176607 176607 9963123 8329215 281376 13687344 8370445 11533 3791817 46414081 46414081 60101425 8370445 11533 50205898 43697287 4336642 8442 3783534 3643451 3643451 86612469 109103375 109103375 1997543 1997543 1997543 1997543 26433 3477 3477 6875000 10000000 11575113 498972459 517326963 678611176 1359534 489132 1002789 870402 870402 29404 29362 29362 599299631 642974573 805833899 35052 12707 35052 12707 X 599264579 642961866 599264579 642961866 599299631 642974573 599264579 43697287 642961866 642961866 Passthrough K-1 capital gain 7884226 7884226 7884226 Distributions in excess of basis 10396 10396 10396 7894622 false 44786479 643438736 0.06961 42730059 606713928 0.07043 38338274 526133594 0.07287 57843771 438568794 0.13189 30655898 272059909 0.11268 0.457475 0.091495 742469408 67932238 43366 67975604 50226432 86733 86733 86733 276687 276687 X 189954 189954 false false false false true true true false true true MA NY true false false false false true www.klarmanfoundation.org Beth Klarman 6172367909 PO Box 171627 Boston MA 02117 false false false true true false false false false false false false false false false false false false 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 350900 41205 Laura Sherman PO Box 171627 Boston MA 02117 Dir MA Grants 40.00 180500 44269 Karen Gill PO Box 171627 Boston MA 02117 Dir Ops & Admin 32.00 176000 43305 Lara Bethke PO Box 171627 Boston MA 02117 Dir Med/Sci 40.00 170000 21879 Jonathan Horowitz PO Box 171627 Boston MA 02117 Sr Prog Ofcr 40.00 164000 23140 Erin Peterson PO Box 171627 Boston MA 02117 Sr Grants Mgr 40.00 110000 30303 6 CFAR 1700 Market Street Suite 2140 Philadelphia PA 19103 Organizational Strgy 82734 RAND Corporation 1776 Main Street PO Box 2138 Santa Monica CA 90407 Progrm Strategy-Vets 52500 0 63924684 689851365 753776049 0 753776049 11306641 742469408 37123470 37123470 86733 86733 37036737 5415 37042152 37042152 50205898 20534 50226432 50226432 37042152 17122971 36577104 12411363 12672685 12825930 91610053 50226432 0 37042152 13184280 104794333 0 17122971 87671362 36577104 12411363 12672685 12825930 13184280 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 Lara Bethke PO Box 171627 Boston MA 02117 6172367909 medicalresearch@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 46414081 46414081 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 77463658 77463658 14 347241 525990 -29711 18 7894622 Interest income from PRI 19975 IRC 965(a) income 1 515658 Passthrough K-1 income 525990 900117 14 3934325 Returned grant 1 5415 Security deposit refund 1 11070 870406 12708331 19975 13598712 11a 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 90200000 X X 1 DynamiCare Health, Inc. convertible note 200000 2017-01-19 Bookkeeping and fiscal mgmt 57974 0 0 57974 Investment accounting 25178 25178 0 0 Tax compliance 22911 0 0 19814 Equipment 2014-01-01 96100 51774 SL 3.0000 20513 Furniture 2014-01-01 456233 215032 SL 5.0000 54743 Leasehold improvements 2010-01-01 768038 50776 SL 10.0000 77664 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 5731785 See attachment AT COST 517326963 678611176 Furniture and Fixtures 456233 269775 186458 186458 Machinery and Equipment 126007 90917 35090 35090 Improvements 777294 128440 648854 648854 Administrative matters & other 41278 0 0 41278 Grants management 61951 0 0 61951 Investments 9095 9095 0 0 Program-related investment matters 1686 0 1686 0 Tax matters 55241 0 0 55241 PRI - Home Funders LLC 29404 29362 29362 Dues, memberships & subscriptions 181571 181571 Insurance 12614 12614 Office supplies 47600 47600 Passthrough K-1 expenses 9681747 8329215 Repairs and maintenance 7904 7904 State filing fees 1000 1000 Technology expense 30687 30687 Interest income from PRI 19975 19975 19975 IRC 965(a) income 515658 515658 Passthrough K-1 income 4834442 3929591 Returned grant 5415 Security deposit refund 11070 PRI - Home Funders Loan 1997543 403b admin/recordkeeping/general consult 13882 0 0 13882 Communications 25979 0 0 25979 Grants management system support 998 0 0 998 HR and benefits consulting 1650 0 0 1650 IT and phone services 17622 0 0 17622 Med & sci research program consulting 44500 0 0 44500 Organizational strategy 82734 0 0 82734 Professional staffing 12000 0 0 12000 Program evaluation 20572 0 0 20572 Program strategy research & consulting 59500 0 0 59500 Scientific committee honoraria 40000 0 0 40000 Excise tax 5000