KAVLI FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KAVLI FOUNDATION (EIN 77-0560142)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349102483
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:18:19-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770560142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAVLI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAVL | BusinessNameControlTxt |
| Phone | 4243538800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5715 MESMER AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VALENTINE | PersonNm |
| Person Title | CFO/VP OF FINANCE | PersonTitleTxt |
| Phone | 4243538800 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 17:48:20 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 662AFBF7F2F9883F5E910BA2CC57A7F69F389170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D49977F1ED05145F9BC0FB6803A02A420AB7E82B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $617,810,539 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,716,172 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,115,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,639,765 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,387,463 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,387,463 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,031,186 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $11,441,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,464,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,627,328 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,185,807 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,660,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,840,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,029,899 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $974,399 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,598,932 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $62,389 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,522,249 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $571,491 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $550,384 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $128,721 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $128,715 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,239 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $784,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $784,025 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $151,519 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $530,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $127,771 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $79 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $202,381 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $173,047 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,510,679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,983,392 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,407,243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,426,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,186,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,766,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,825,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,547,537 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,252,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,186,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,313,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,407,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,654,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,894 | CashBOYAmt |
| Cash EOY | $285,641 | CashEOYAmt |
| Cash EOYFMV | $285,641 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,427,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,518,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,518,154 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $955 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,620 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $955 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $955 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $153,762,034 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $283,170,710 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $153,762,034 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $153,762,034 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $42,049 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $74,836 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $74,836 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $75,279,875 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,640,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,640,834 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,222,287 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $797,243 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $797,243 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,732,461 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $762,640 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $9,113,761 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $8,969,821 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,970,221 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $205,167,658 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $371,600,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $371,600,828 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,980,344 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $262,538 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $108,624 | LandBOYAmt |
| Land EOY | $12,717,806 | LandEOYAmt |
| Land EOYFMV | $12,717,806 | LandEOYFMVAmt |
| Other Assets BOY | $1,333,025 | OtherAssetsBOYAmt |
| Other Assets EOY | $441,987 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $441,987 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $600,884,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $617,810,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $617,810,539 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $686,184 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $433,789 | AccountsPayableEOYAmt |
| Grants Payable BOY | $55,590,227 | GrantsPayableBOYAmt |
| Grants Payable EOY | $58,280,853 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $513,577 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,469,317 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $56,789,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,183,959 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $544,094,708 | UnrestrictedBOYAmt |
| Unrestricted EOY | $557,626,180 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $544,094,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $557,626,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $600,884,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $617,810,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $544,094,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,407,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,123,595 | OtherIncreasesAmt |
| Subtotal | $557,626,180 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $557,626,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CAPITAL GAINS - PARTNERSHIP | $1,843,027 | $1,843,027 | |||
| GAIN ON SALE OF SECURITIES | $11,587,247 | $11,587,247 | $99,121,857 | $87,534,610 | |
| LOSS ON GOLD BULLION | -$145,671 | -$145,671 | |||
| CAPITAL GAINS DIVIDENDS | $1,342,725 | $1,342,725 | $1,342,725 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,627,328 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,947,516 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $278,535,286 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064435 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,293,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $227,339,124 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054078 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,500,626 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $185,110,543 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045922 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,511,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $161,875,789 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058756 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,914,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $150,835,770 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052473 | DistributionYr5Rt |
| Total Distribution | 0.275664 | TotalDistributionRt |
| Average Distribution | 0.055133 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $518,675,608 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,596,142 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $166,542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,762,684 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,392,286 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $333,085 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $333,085 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $333,085 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $592,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $592,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $258,915 | OverpaymentAmt |
| Applied To ES Tax | $258,915 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | KAVLIFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID VALENTINE | IndividualWithBooksNm |
| Phone | 4243538800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5715 MESMER AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT CONN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | PRESIDENT/CEO | 40.00 | $587,807 | $42,550 | $22,658 |
| THOMAS E EVERHART | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | DIRECTOR/INVESTMENT COMMITTEE | 3.00 | $29,500 | $0 | $0 |
| DOUGLAS K FREEMAN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | SECRETARY/ DIRECTOR/INV. COMMITTEE | 3.00 | $37,000 | $0 | $0 |
| ROCKELL N HANKIN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | CHAIRMAN | 3.00 | $67,000 | $0 | $0 |
| HENRY YANG | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | DIRECTOR | 3.00 | $17,500 | $0 | $0 |
| RICHARD MESERVE | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | DIRECTOR/ INVESTMENT COMMITTEE | 3.00 | $28,000 | $0 | $0 |
| CORWIN CORPUZ | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | INVESTMENT COMMITTEE | 1.00 | $9,500 | $0 | $0 |
| MARY SUE COLEMAN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | DIRECTOR | 3.00 | $27,500 | $0 | $0 |
| GUNNAR NILSEN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | DIRECTOR/ INVESTMENT COMMITTEE | 3.00 | $29,500 | $0 | $0 |
| DAVID VALENTINE | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | CFO/VP OF FINANCE | 40.00 | $196,592 | $23,889 | $26,850 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MIYOUNG CHUN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | EVP OF SCIENCE PROGR | 40.00 | $317,461 | $46,325 | $7,000 |
| JAMES COHEN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | DIRECTOR OF COMMUNIC | 40.00 | $178,893 | $37,780 | $0 |
| CHRISTOPHER MARTIN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | SCIENCE PROGRAM OFFI | 40.00 | $168,954 | $29,516 | $0 |
| ERIC MARSHALL | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | VP OF PPP | 40.00 | $154,718 | $5,106 | $22,469 |
| NADINE STERN | ||||||||
| 5715 MESMER AVENUE | LOS ANGELES | CA | 90230 | KAVLI PRIZE OFFICER | 40.00 | $128,334 | $30,486 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 7 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE ENDOWMENT OFFICE INC | |||||
| 1165 COLUMBINE LANE | SALINA | KS | 67401 | INVESTMENT MANAGER - | $251,244 |
| MADWELL LLC | |||||
| 243 BOERUM ST | BROOKLYN | NY | 11206 | BRAIN INITIATIVE ALLIANCE WEBSITE | $181,968 |
| LOEB & LOEB LLP | |||||
| 10100 SANTA MONICA BLVD STE 2200 | LOS ANGELES | CA | 90067 | LEGAL SERVICES | $152,744 |
| BEITLER & ASSOCIATES INC | |||||
| 825 S BARRINGTON AVE | LOS ANGELES | CA | 90049 | BROKER COMMISSSION | $92,250 |
| GIVING DATA LLC | |||||
| PO BOX 300737 | BOSTON | MA | 02130 | GRANTS MANAGEMENT SYSTEM - IMPLEMENTATION & SUBSCRIPTION | $85,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,213,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $315,065,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $175,294,294 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $526,574,221 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $526,574,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,898,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $518,675,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,933,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,933,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $333,085 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $333,085 | TotalTaxAmt |
| Distributable Before Adj | $25,600,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,600,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,600,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,313,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $78,661 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $28,392,286 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,392,286 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,600,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $519,172 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,601,607 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,792,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,402,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,315,916 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,392,286 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,600,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,791,591 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,107,507 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $519,172 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,588,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,601,607 | ExcessFromYear4Amt |
| Excess From Year2 | $1,792,775 | ExcessFromYear2Amt |
| Excess From Year1 | $4,402,362 | ExcessFromYear1Amt |
| Excess From Current Year | $2,791,591 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADLER PLANETARIUM | |||||||||||||
| MUSEUM CAMPUS | CHICAGO | IL | 60605 | NONE | PC | KAVLI FOUNDATION FULLDOME LECTURE | $25,000 | ||||||
| ADLER PLANETARIUM | |||||||||||||
| MUSEUM CAMPUS | CHICAGO | IL | 60605 | NONE | PC | KAVLI FOUNDATION DOME LECTURES | $75,000 | ||||||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | |||||||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | NONE | PC | AAAS KAVLI SCIENCE JOURNALISM AWARDS | $610,000 | ||||||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | |||||||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | NONE | PC | AAAS KAVLI SCIENCE JOURNALISM AWARDS | $580,000 | ||||||
| AMERICAN ASTRONOMICAL SOCIETY | |||||||||||||
| EXECUTIVE OFFICE | WASHINGTON | DC | 20006 | NONE | PC | FRED KAVLI PLENARY LECTURE | $11,000 | ||||||
| AMERICAN CHEMICAL SOCIETY | |||||||||||||
| 1155 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | KAVLI FOUNDATION INNOVATIONS IN CHEMISTRY LECTURE | $17,500 | ||||||
| AMERICAN CHEMICAL SOCIETY | |||||||||||||
| 1155 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | KAVLI FOUNDATION EMERGING LEADER IN CHEMISTRY LECTURE | $10,000 | ||||||
| AMERICAN CHEMICAL SOCIETY | |||||||||||||
| 1155 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | KAVLI PRESIDENTIAL SYMPOSIUM ON CHEMICAL MEASUREMENT | $45,000 | ||||||
| AMERICAN PHYSICAL SOCIETY | |||||||||||||
| 1 PHYSICS ELLIPSE | COLLEGE PARK | MD | 207403844 | NONE | PC | KAVLI FOUNDATION SPECIAL SESSION AND KAVLI FOUNDATION KEYNOTE PLENARY SESSION | $26,000 | ||||||
| AMERICAN SOCIETY FOR MICROBIOLOGY | |||||||||||||
| 1752 N STREET NW | WASHINGTON | DC | 200362904 | NONE | PC | KAVLI MICROBIOME IDEAS CHALLENGE RECEPTION | $19,670 | ||||||
| AMERICAN SOCIETY FOR MICROBIOLOGY | |||||||||||||
| 1752 N STREET NW | WASHINGTON | DC | 200362904 | NONE | PC | KAVLI MICROBIOME IDEAS CHALLENGE | $75,000 | ||||||
| AMERICAN SOCIETY FOR MICROBIOLOGY | |||||||||||||
| 1752 N STREET NW | WASHINGTON | DC | 200362904 | NONE | PC | KAVLI MICROBIOME IDEAS CHALLENGE | $1,000,000 | ||||||
| ASSOCIATED UNIVERSITIES INC | |||||||||||||
| 1400 16TH STREET NW SUITE 730 | WASHINGTON | DC | 200362252 | NONE | PC | KAVLI FUTURES SYMPOSIUM | $40,000 | ||||||
| ASSOCIATION FOR PSYCHOLOGICAL SCIENCE | |||||||||||||
| 1800 MASSACHUSETTS AVE NW SUITE 402 | WASHINGTON | DC | 20036 | NONE | PC | FRED KAVLI KEYNOTE SPEAKER | $10,000 | ||||||
| BERKELEY LAB FOUNDATION | |||||||||||||
| 1111 FRANKLIN STREET 7TH FLOOR | OAKLAND | CA | 94607 | NONE | PC | TO SUPPORT THE NEURODATA WITHOUT BORDERS | $250,000 | ||||||
| BRANDEIS UNIVERSITY | |||||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 024549110 | NONE | PC | CONVERGENT SCIENCE OF MIND AND BRAIN WORKSHOP | $30,000 | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PC | PROFESSOR DORIS TSAO - DREAM TEAM | $25,000 | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PC | PROFESSOR MARIA SPIROPULU - DREAM TEAM | $50,000 | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PC | PROFESSOR DAVID J. ANDERSON - DREAM TEAM | $25,000 | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PC | PROFESSOR SARKIS K. MAZMANIAN - DREAM TEAM | $25,000 | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PC | PROFIVE OPERATING SUPPORT FOR THE KAVLI NANO SCIENCE INSTITUTE | $150,000 | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PC | PROFIVE OPERATING SUPPORT FOR THE KAVLI NANO SCIENCE INSTITUTE | $150,000 | ||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PC | TO SUPPORT RESEARCH RELATED TO GRAVITATIONAL-WAVE SCIENCE | $166,667 | ||||||
| CALVIN QUATE | |||||||||||||
| 340 PRINCETON ROAD | MENLO PARK | CA | 94025 | NONE | I | KAVLI PRIZE IN NANOSCIENCE | $166,667 | ||||||
| CAMBRIDGE IN AMERICA | |||||||||||||
| 1120 AVENUE OF THE AMERICAS 17TH | NEW YORK | NY | 10036 | NONE | PC | PROFESSOR DIDIER QUELOZ - DREAM TEAM | $37,077 | FLOOR | |||||
| CARLA J SHATZ | |||||||||||||
| 1470 CHANNING AVE | PALO ALTO | CA | 94301 | NONE | I | KAVLI PRIZE IN NEUROSCIENCE | $166,667 | ||||||
| CARNEGIE MELLON UNIVERSITY | |||||||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | WHITE HOUSE FRONTIERS CONFERENCE | $50,000 | ||||||
| CHRISTOPH GERBER | |||||||||||||
| NONE | I | KAVLI PRIZE IN NANOSCIENCE | $166,667 | IM GRUET 2 B | RICHTERSWIL | CH | 08805 | ||||||
| COGNITIVE NEUROSCIENCE SOCIETY | |||||||||||||
| C/O CENTER FOR MIND AND BRAIN | DAVIS | CA | 95618 | NONE | PC | FRED KAVLI DISTINGUISHED CAREER CONTRIBUTIONS AWARD LECTURE | $10,000 | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| 420 PHYSICAL SCIENCE BLDG | ITACA | NY | 14853 | NONE | PC | TO AUGMENT THE ENDOWMENT OF THE KAVLI INSTITURE OF NANOSCALE SCIENCE AT CORNELL | $312,500 | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| VISITOR RELATIONS DAY HALL LOBBY | ITACA | NY | 14853 | NONE | PC | KAVLI EXOPLANET COFFEE HOUR | $10,000 | ||||||
| COUNCIL OF SCIENTIFIC SOCIETY PRESIDENTS | |||||||||||||
| 1155 16TH STREET NW | WASHINGTON | DC | 200362252 | NONE | PC | FRED KAVLI SCIENCE AT THE FRONTIERS LECTURE | $15,000 | ||||||
| COUNCIL OF SCIENTIFIC SOCIETY PRESIDENTS | |||||||||||||
| 1155 16TH STREET NW | WASHINGTON | DC | 200362252 | NONE | PC | FRED KAVLI SCIENCE AT THE FRONTIERS LECTURE | $5,000 | ||||||
| EMORY UNIVERSITY | |||||||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PC | EMORY-GEORGIA TECH KAVLI BRAIN FORUM | $32,500 | ||||||
| EVE MARDER | |||||||||||||
| 3 BATTERY WHARF 3507 | BOSTON | MA | 02109 | NONE | I | KAVLI PRIZE IN NEUROSCIENCE | $166,667 | ||||||
| GENETICS SOCIETY OF AMERICA | |||||||||||||
| 9650 ROCKVILLE PIKE | BETHESDA | MD | 208143998 | NONE | PC | FRED KAVLI DISTINGUISHED LECTURE | $10,000 | ||||||
| GEORGE WASHINGTON UNIVERSITY | |||||||||||||
| 2121 EYE STREET NW | WASHINGTON | DC | 20052 | NONE | PC | ANNUAL PLANET FORWARD STORYFEST AWARD | $30,000 | ||||||
| GEORGE WASHINGTON UNIVERSITY | |||||||||||||
| 2121 EYE STREET NW | WASHINGTON | DC | 20052 | NONE | PC | PLANET FORWARD SUSTAINABLE CITIES SUMMIT | $45,000 | ||||||
| GERD BINNIG | |||||||||||||
| NONE | I | KAVLI PRIZE IN NANOSCIENCE | $166,667 | SAUMERSTRASSE 4 | RUSCHLIKON | CH | 08803 | ||||||
| GORDON RESEARCH CONFERENCES | |||||||||||||
| 512 LIBERTY LANE | WEST KINGSTON | RI | 02892 | NONE | PC | OPTOGENETIC APPROACHES TO UNDERSTANDING NEURAL CIRCUITS & BEHAVIOR | $53,000 | ||||||
| HOPE COLLEGE | |||||||||||||
| 141 E 12TH STREET | HOLLAND | MI | 49423 | NONE | PC | NATURAL & APPLIED SCIENCES DIVISION GENTILE INTERDISCIPLINARY LECTURE | $10,000 | ||||||
| INTERNATIONAL NEUROETHICS SOCIETY | |||||||||||||
| PO BOX 34252 | BETHESDA | MD | 20827 | NONE | PC | FRED KAVLI DISTINGUISHED NEUROETHICS LECTURE | $5,000 | ||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | KAVLI NEUROSCIENCE DISCOVERY INSTITUTE | $1,113,333 | ||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | THE INTERNATIONAL BRAIN STATION PROJECT | $50,000 | ||||||
| KEYSTONE SYMPOSIA ON MOLECULAR AND CELLULAR BIOLOGY | |||||||||||||
| PO BOX 1630 | SILVERTHORNE | CO | 80498 | NONE | PC | STATE OF THE BRAIN MEETING | $10,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | NONE | PC | KAVLI SYMPOSIUM AND WORKSHOP ON SCIENCE NEWS EDITING | $45,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | NONE | PC | KAVLI SYMPOSIUM ON SCIENCE COMMUNICATION | $50,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | NONE | PC | CONVERGENCE WORKSHOPS | $125,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | NONE | PC | SCIENCE COMMUNICATION SYMPOSIUM SERIES ON SCIENCE NEWS EDITING ADMINISTERED BY THE KNIGHT SCIENCE JOURNALISM FELLOWSHIP | $100,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | NONE | PC | KAVLI INSTITUTE FOR ASTROPHYSICS AND SPACE RESEARCH | $500,000 | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | NONE | PC | BARISH-WIESS GRADUATE STUDENT FELLOWSHIP FUND | $166,667 | ||||||
| MATERIALS RESEARCH SOCIETY | |||||||||||||
| 506 KEYSTONE DRIVE | WARRENDALE | PA | 150867537 | NONE | PC | FRED KAVLI EARLY CAREER LECTURESHIP | $6,000 | ||||||
| MATERIALS RESEARCH SOCIETY | |||||||||||||
| 506 KEYSTONE DRIVE | WARRENDALE | PA | 150867537 | NONE | PC | FRED KAVLI DISTINGUISHED LECTURESHIP AND FRED KAVLI EARLY CAREER LECTURESHIP IN NANOSCIENCE | $15,000 | ||||||
| MATERIALS RESEARCH SOCIETY | |||||||||||||
| 506 KEYSTONE DRIVE | WARRENDALE | PA | 150867537 | NONE | PC | FUTURE OF MATERIALS WORKSHOP SERIES | $35,000 | ||||||
| MATHEMATICAL SCIENCES RESEARCH | |||||||||||||
| 17 GAUSS WAY | BERKELEY | CA | 947205070 | NONE | PC | NATIONAL MATH FESTIVAL | $50,000 | ||||||
| MICHAEL M MERZENICH | |||||||||||||
| 20 HILLPOINT AVENUE | SAN FRANCISCO | CA | 94117 | NONE | I | KAVLI PRIZE IN NEUROSCIENCE | $166,667 | ||||||
| NATIONAL ACADEMY OF SCIENCES | |||||||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | KAVLI FRONTIERS OF SCIENCE SYMPOSIA | $550,000 | ||||||
| NEW VENTURE FUND | |||||||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 200362252 | NONE | PC | SCIENCE PHILANTHROPY ALLIANCE | $95,000 | 300 | |||||
| NEW YORK UNIVERSITY | |||||||||||||
| 50 WEST FOURTH STREET | NEW YORK | NY | 10003 | NONE | PC | KAVLI HUMAN PROJECT | $750,000 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 50 WEST FOURTH STREET | NEW YORK | NY | 10003 | NONE | PC | KAVLI CONVERSATIONS ON SCIENCE COMMUNICATION INITIATIVE | $21,000 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 50 WEST FOURTH STREET | NEW YORK | NY | 10003 | NONE | PC | KAVLI HUMAN PROJECT MEASUREMENT AND TECHNOLOGY ADVISORY MEETING | $25,000 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 50 WEST FOURTH STREET | NEW YORK | NY | 10003 | NONE | PC | KAVLI HUMAN PROJECT POPULATION COUNCIL ADVISORY COUNCIL MEETING | $25,000 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 50 WEST FOURTH STREET | NEW YORK | NY | 10003 | NONE | PC | KAVLI SALON: SYSTEMS NEUROSCIENCE 1 | $75,000 | ||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 50 WEST FOURTH STREET | NEW YORK | NY | 10003 | NONE | PC | KAVLI HUMAN PROJECT WORKING GROUP AND OUTREACH EVENTS | $100,000 | ||||||
| NICE WORKSHOP FOUNDATION | |||||||||||||
| PO BOX 20681 | ALBUQUERQUE | NM | 87154 | NONE | NC | NEURO-INSPIRED COMPUTING ELEMENTS WORKSHOP | $25,000 | ||||||
| OHIO STATE UNIVERSITY | |||||||||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PC | KAVLI MICROBIOME COFFEE HOUR | $10,000 | ||||||
| PEKING UNIVERSITY EDUCATION FOUNDATION | |||||||||||||
| NONE | PC | KAVLI INSTITUTE FOR ASTRONOMY AND ASTROPHYSICS AT PEKING UNIVERSITY | $225,000 | PEKING UNIVERSITY 75 JINGCHUNYUAN | BEIJING | CH | 100871 | ||||||
| PEKING UNIVERSITY EDUCATION FOUNDATION | |||||||||||||
| NONE | PC | KAVLI VISITING SCHOLARS PROGRAM | $85,000 | PEKING UNIVERSITY 75 JINGCHUNYUAN | BEIJING | CH | 100871 | ||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | KAVLI BRAIN COFFEE HOUR & TGIX PROGRAMS | $25,000 | ||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| OFFICE OF THE SECRETARY AND CHIEF | OAKLAND | CA | 94607 | NONE | PC | FOLLOW-ON SCIENCE | $75,000 | OF STAFF TO THE REGENTS | |||||
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | PROFESSORS YOON AND BUZSAKI - DREAM TEAM | $125,000 | ||||||
| RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK | |||||||||||||
| PO BOX 9 | ALBANY | NY | 122010009 | NONE | PC | KAVLI WORKSHOP FOR SCIENTISTS: COMMUNICATING SCIENCE BY THE ALAN ALDA CENTER FOR COMMUNICATING SCIENCE AT STONY BROOK UNIVERSITY | $40,000 | ||||||
| RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK | |||||||||||||
| PO BOX 9 | ALBANY | NY | 122010009 | NONE | PC | KAVLI WORKSHOP FOR SCIENTISTS: COMMUNICATING SCIENCE BY THE ALAN ALDA CENTER FOR COMMUNICATING SCIENCE AT STONY BROOK UNIVERSITY | $100,000 | ||||||
| RONALD WP DREVER | |||||||||||||
| NONE | I | KAVLI PRIZE IN ASTROPHYSICS | $166,667 | C/O SHARON GORDON | ENDINBURGH | UK | EH3 6HR | ||||||
| SOCIETY FOR NEUROECONOMICS | |||||||||||||
| NONE | PC | FRED KAVLI PLENARY LECTURE | $5,000 | C/O DE ARMOND ASSOCIATES MANAGEMENT | VICTORIA | CA | V8N 1X6 | LTD | |||||
| SOCIETY FOR NEUROECONOMICS | |||||||||||||
| NONE | PC | KAVLI FOUNDATION NEUROSCIENCE WORKSHOP AND KAVLI FOUNDATION SOCIAL AND DECISION SCIENCE WORKSHOP | $20,000 | C/O DE ARMOND ASSOCIATES MANAGEMENT | VICTORIA | CA | V8N 1X6 | LTD | |||||
| SOCIETY FOR NEUROSCIENCE | |||||||||||||
| 1121 14TH STREET NW SUITE 1010 | WASHINGTON | DC | 20005 | NONE | PC | FRED KAVLI HISTORY OF NEUROSCIENCE LECTURE | $20,000 | ||||||
| SOCIETY FOR NEUROSCIENCE | |||||||||||||
| 1121 14TH STREET NW SUITE 1010 | WASHINGTON | DC | 20005 | NONE | PC | BRAINFACTS.ORG | $65,000 | ||||||
| SOCIETY FOR NEUROSCIENCE | |||||||||||||
| 1121 14TH STREET NW SUITE 1010 | WASHINGTON | DC | 20005 | NONE | PC | CONTENT FOR THE BRAIN INITIATIVE ALLIANCE WEBSITE | $7,500 | ||||||
| STICHTING FEDERATION OF EUROPEAN NEUROSCIENCE SOCIETIES TRUST FOUNDATION | |||||||||||||
| NONE | PC | KAVLI FOUNDATION LECTURE | $12,000 | FONDATION UNIVERSITAIRE | BRUSSELS | BE | 1000 | ||||||
| STICHTING FEDERATION OF EUROPEAN NEUROSCIENCE SOCIETIES TRUST FOUNDATION | |||||||||||||
| NONE | PC | FENS-KAVLI NETWORK OF EXCELLENCE | $50,000 | FONDATION UNIVERSITAIRE | BRUSSELS | BE | 1000 | ||||||
| STICHTING NANOSCIENCE TU DELFT | |||||||||||||
| NONE | PC | KAVLI INSTITUTE FOR NANOSCIENCE | $500,000 | DELFT UNIVERSITY STEVINWEG 1 | DELFT | BE | 2628 CN | ||||||
| STICHTING NANOSCIENCE TU DELFT | |||||||||||||
| NONE | PC | KAVLI INSTITUTE FOR NANOSCIENCE | $500,000 | DELFT UNIVERSITY STEVINWEG 1 | DELFT | BE | 2628 CN | ||||||
| STONY BROOK FOUNDATION INC | |||||||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 117941188 | NONE | PC | ALDA-KAVLI LEADERSHIP PROGRAM WORKSHOPS AT STONY BROOK UNIVERSITY | $100,000 | ||||||
| STONY BROOK FOUNDATION INC | |||||||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 117941188 | NONE | PC | CONTENT DEVELOPMENT FOR THE "ALDA-KAVLI LEARNING CENTER FOR COMMUNICATING SCIENCE" AT STONY BROOK UNIVERSITY | $50,000 | ||||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||||||
| STANFORD UNIVERSITY | STANFORD | CA | 943052004 | NONE | PC | NEUROSCIENCE COLLABORATION WITH SLAC | $100,000 | ||||||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||||||
| STANFORD UNIVERSITY | STANFORD | CA | 943052004 | NONE | PC | KIPAC MEETINGS PROGRAM | $50,000 | ||||||
| THE CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY OF CAMBRIDGE | |||||||||||||
| NONE | PC | KAVLI INSTITUTE FOR COSMOLOGY | $75,000 | 1 QUAYSIDE BRIDGE STREET | CAMBRIDGE | UK | CB5 8AB | ||||||
| THE CHANCELLOR MASTERS AND SCHOLARS OF THE UNIVERSITY OF CAMBRIDGE | |||||||||||||
| NONE | PC | FUTURES SYMPOSIA ON EXOPLANETS | $50,000 | 1 QUAYSIDE BRIDGE STREET | CAMBRIDGE | UK | CB5 8AB | ||||||
| THE ROCKEFELLER UNIVERSITY | |||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | KAVLI NEURAL SYSTEMS INSTITUTE | $666,667 | ||||||
| THE ROYAL SOCIETY OF LONDON FOR IMPROVING NATURAL KNOWLEDGE | |||||||||||||
| NONE | PC | KAVLI ROYAL SOCIETY INTERNATIONAL CENTRE | $707,535 | 6-9 CARLTON HOUSE TERRACE | LONDON | UK | SW1Y 5AG | ||||||
| THE TRONDHEIM FOUNDATION FOR SCIENTIFIC RESEARCH | |||||||||||||
| NONE | PC | KAVLI INSTITUTE FOR SYSTEMS NEUROSCIENCE AT THE NORWEGIAN UNIVERSITY OF SCIENCE AND TECHNOLOGY | $800,000 | NORWEGIAN UNIVERSITY OF SCIENCE AND | TRONDHEIM | NO | NO 7491 | TECHNOLOGY | |||||
| THE UC DAVIS FOUNDATION | |||||||||||||
| UC DAVIS CONFERENCE CENTER 2ND | DAVIS | CA | 95616 | NONE | PC | KAVLI SUMMER INSTITUTE IN COGNITIVE NEUROSCIENCE | $75,000 | FLOOR | |||||
| THE UCLA FOUNDATION | |||||||||||||
| 10920 WILSHIRE BOULEVARD SUITE 1508 | LOS ANGELES | CA | 900246502 | NONE | PC | KAVLI BRAIN COFFEE HOUR | $20,000 | ||||||
| THE UNIVERSITY OF TOKYO | |||||||||||||
| NONE | PC | KAVLI INSTITUTE FOR THE PHYSICS AND MATHEMATICS OF THE UNIVERSE | $375,000 | 5-1-5 KASHIWANOHA | KASHIWA | JA | 277-8583 | ||||||
| THE UNIVERSITY OF TOKYO | |||||||||||||
| NONE | PC | KAVLI INSTITUTE FOR PHYSICS AND MATHEMATICS OF THE UNIVERSE | $250,000 | 5-1-5 KASHIWANOHA | KASHIWA | JA | 277-8583 | ||||||
| TRUSTEES OF BOSTON UNIVERSITY | |||||||||||||
| 1 SILBER WAY | BOSTON | MA | 02215 | NONE | PC | TO SUPPORT THE KAVLI MICROBIOME - COFFEE HOUR AT BOSTON UNIVERSITY | $10,000 | ||||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||||
| 116TH STREET AND BROADWAY | NEW YORK | NY | 10027 | NONE | PC | PROFESSOR LIPSON AND PROFESSOR YUSTE - DREAM TEAM | $50,000 | ||||||
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||||||||
| 116TH STREET AND BROADWAY | NEW YORK | NY | 10027 | NONE | PC | NEUROTECHNOLOGY CENTER | $50,000 | ||||||
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | NONE | PC | RESCUING BIOMEDICAL RESEARCH - PLANNING MEETING AND SUMMIT | $50,000 | ||||||
| UC SAN DIEGO FOUNDATION | |||||||||||||
| 9500 GILMAN DRIVE MC 0940 | LA JOLLA | CA | 920930940 | NONE | PC | KAVLI INSTITUTE FOR BRAIN AND MIND | $150,000 | ||||||
| UC SAN DIEGO FOUNDATION | |||||||||||||
| 9500 GILMAN DRIVE MC 0940 | LA JOLLA | CA | 920930940 | NONE | PC | PROFESSOR PAT CHURCHLAND - DREAM TEAM | $25,000 | ||||||
| UC SAN DIEGO FOUNDATION | |||||||||||||
| 9500 GILMAN DRIVE MC 0940 | LA JOLLA | CA | 920930940 | NONE | PC | KAVLI COFFEE HOUR: MICROBIOME BRAIN CONNECTIONS IN SOUTHERN CALIFORNIA | $30,500 | ||||||
| UC SAN DIEGO FOUNDATION | |||||||||||||
| 9500 GILMAN DRIVE MC 0940 | LA JOLLA | CA | 920930940 | NONE | PC | KAVLI INSTITUTE FOR BRAIN AND MIND | $523,598 | ||||||
| UC SAN DIEGO FOUNDATION | |||||||||||||
| 9500 GILMAN DRIVE MC 0940 | LA JOLLA | CA | 920930940 | NONE | PC | KAVLI INSTITUTE FOR BRAIN AND MIND | $150,000 | ||||||
| UC SANTA BARBARA FOUNDATION | |||||||||||||
| 4219 CHEADLE HALL | SANTA BARBARA | CA | 931064030 | NONE | PC | KITP ENDOWMENT - CHALLENGE GRANT | $140,013 | ||||||
| UC SANTA BARBARA FOUNDATION | |||||||||||||
| 4219 CHEADLE HALL | SANTA BARBARA | CA | 931064030 | NONE | PC | KAVLI INSTITUTE FOR THEORETICAL PHYSICS AT UC SANTA BARBARA | $1,000,000 | ||||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 947204200 | NONE | PC | KAVLI ENERGY NANOSCIENCE INSTITUTE | $1,772,916 | ||||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 947204200 | NONE | PC | KAVLI SALON: NANO-SCALE INSTRUMENTATION APPROACHES TOWARDS MICROBIOME MAPPING | $20,000 | ||||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 941430248 | NONE | PC | KAVLI INSTITUTE FOR FUNDAMENTAL NEUROSCIENCE | $300,000 | ||||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 941430248 | NONE | PC | PROFESSOR ADAM GAZZALEY - DREAM TEAM | $55,555 | ||||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 941430248 | NONE | PC | KAVLI INSTITUTE FOR FUNDAMENTAL NEUROSCIENCE | $350,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | NONE | PC | NEURODATA WITHOUT BORDERS: ENIGMA PILOT PROJECTS | $100,000 | ||||||
| WILLIAM MARSH RICE UNIVERSITY | |||||||||||||
| PO BOX 1892 | HOUSTON | TX | 772511892 | NONE | PC | RICE-KAVLI "SENSING THE FUTURE" MEETINGS | $150,000 | ||||||
| WORLD SCIENCE FOUNDATION | |||||||||||||
| 475 RIVERSIDE DRIVE SUITE 950 | NEW YORK | NY | 10115 | NONE | PC | SPONSOR AWARDS PROGRAM TO ANNOUNCE THE 2016 KAVLI PRIZE LAUREATES AT WORLD SCINECE FAIR IN NY | $130,000 | ||||||
| YALE UNIVERSITY | |||||||||||||
| P O BOX 208001 | NEW HAVEN | CT | 065208001 | NONE | PC | SUPPLEMENTAL FUNDING FOR ENDOWMENT AT KI OF NEUROSCIENCE | $666,670 | ||||||
| YALE UNIVERSITY | |||||||||||||
| P O BOX 208001 | NEW HAVEN | CT | 065208001 | NONE | PC | AUGMENT ENDOWMENT OF THE KAVLI INSTITUTE OF NEUROSCIENCE | $1,000,000 | ||||||
| YALE UNIVERSITY | |||||||||||||
| P O BOX 208001 | NEW HAVEN | CT | 065208001 | NONE | PC | AUGMENT EDNOWMENT OF THE KAVLI INSTITUTE OF NEUROSCIENCE | $1,500,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,547,537 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,115,602 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,031,186 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,627,328 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,774,116 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,774,116 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ESTATE OF FRED KAVLI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 SOLAR DRIVE SUITE 250 | AddressLine1Txt |
| City | OXNARD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,716,172 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $70,239 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICE WORKSHOP FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20681 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-01-28 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | GRANT FUNDS SUPPORTED THE NEURO-INSPIRED COMPUTING ELEMENTS WORKSHOP, WHICH BROUGHT TOGETHER LEADERS IN COMPUTATIONAL NEUROSCIENCE RESEARCH AND BASIC RESEARCH IN NEURAL HARDWARE AND COMPUTING TECHNOLOGIES FOR IDENTIFICATION AND DISCUSSION OF APPLICATION DRIVERS OF NEW NEURO-INSPIRED, NEUROMORPHIC COMPUTATIONAL SYSTEMS. | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NOVEMBER 20, 2016 | DatesOfReportsByGranteeTxt |
| Verification | 2016-11-21 | VerificationDt |
| Results Of Verification | THE FOUNDATION VERIFIED THROUGH THE GRANTEE REPORT RECIEVED THAT THE FUNDS WERE USED AS INTENDED TO SUPPORT THE NEURO-INSPIRED COMPUTING ELEMENTS WORKSHOP HELD IN MARCH 2016. | ResultsOfVerificationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | LOSS ON SALE OF ASSET | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sales Expense | $0 | SalesExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WARBURG MANAGED BOND FUND | $66,644 | $66,644 |
| GOLDMAN SACHS MANAGED BOND PORTFOLIO | $730,599 | $730,599 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST-PINNACLE CAPITAL | $0 | $0 |
| NORTHERN TRUST-MATTHEWS ASIAN FUNDS | $6,406,053 | $6,406,053 |
| US GLOBAL EUROPEAN FUND | $0 | $0 |
| NORTHERN TRUST-RS INVESTMENT TRUST | $375 | $375 |
| TIFF MULTI ASSET FUND | $30,233,831 | $30,233,831 |
| NORTHERN TRUST-NEW SOUTH CAP MANAGEMENT | $0 | $0 |
| NORTHERN TRUST-SANDS | $0 | $0 |
| NORTHERN TRUST-COLUMBIA PARTNERS | $575 | $575 |
| NORTHERN TRUST-IRONWOOD | $0 | $0 |
| NORTHERN TRUST-SMITH GRAHAM | $0 | $0 |
| NORTHERN TRUST-ITHAKA | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAKENA CAPITAL ASSOCIATION | FMV | $103,788,465 | $103,788,465 |
| CEDAR ROCK CAP PARTNERS LLC | FMV | $17,362,477 | $17,362,477 |
| GUARDIAN REALTY FUND II | FMV | $0 | $0 |
| ORCHID ASIA FUND III, LP | FMV | $3,193,286 | $3,193,286 |
| ORCHID ASIA FUND IV, LP | FMV | $1,575,037 | $1,575,037 |
| GLOBAL ENDOWMENT FUND II, LP | FMV | $148,446,503 | $148,446,503 |
| KAYNE ANDERSON MIDSTREAM INST FUND, LP | FMV | $16,645,368 | $16,645,368 |
| MAKENA PRIVATE EQUITY FUND, LP | FMV | $7,463,498 | $7,463,498 |
| NORTHERN TRUST-SOUTHERN SUN | FMV | $0 | $0 |
| SUNBELT VINEYARD LLC | FMV | $161,629 | $161,629 |
| MAKENA PRIVATE EQUITY FUND II | FMV | $4,616,129 | $4,616,129 |
| GIF PRIVATE INVESTORS LLC | FMV | $1,199,908 | $1,199,908 |
| GOLDMAN VINTAGE FUND III | FMV | $3,111,968 | $3,111,968 |
| ORCHID ASIA FUND VI | FMV | $3,908,454 | $3,908,454 |
| MAKENA PRIVATE EQUITY FUND III | FMV | $1,829,342 | $1,829,342 |
| OAKTREE VALUE OPP FEEDER FUND | FMV | $22,405,306 | $22,405,306 |
| OAKTREE VALUE LP | FMV | $0 | $0 |
| ACCRUED INVESTMENT INCOME | FMV | $1,801 | $1,801 |
| JPMORGAN CHASE | FMV | $26,074,121 | $26,074,121 |
| MAKENA REAL ESTATE FUND II, LLP | FMV | $9,817,536 | $9,817,536 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $128,721 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $128,715 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $145,671 | $0 | |
| ESCROW RECEIVABLE | $825,479 | $0 | |
| COLLECTIBLES | $361,875 | $365,925 | $365,925 |
| 457B PLAN ASSETS | $76,062 | $76,062 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $0 | $4,800,192 | $0 |
| ADVERTISING | $45,468 | $0 | $45,473 |
| OFFICE EXPENSES | $144,708 | $0 | $180,069 |
| TRAVEL | $629,778 | $0 | $671,468 |
| CONFERENCES, CONVENTIONS, MEETINGS | $80,954 | $0 | $61,154 |
| INSURANCE | $71,594 | $0 | $83,117 |
| STATE FILING FEE | $10 | $0 | $10 |
| OUTSIDE AND TEMPORARY SERVICES | $118,474 | $0 | $129,459 |
| REAL ESTATE EXPENSES | $183,200 | $183,200 | $0 |
| KAVLI PRIZE PROGRAM EXPENSES | $566,989 | $0 | $566,989 |
| PROGRAM EXPENSES | $523,082 | $0 | $523,082 |
| KAVLI MEETINGS PROGRAM EXPENSES | $146,422 | $0 | $146,422 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,185,807 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,185,807 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,185,807 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $7,758,802 |
| PRIOR PERIOD ADJUSTMENT PER BOOKS | $3,364,793 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT SECURITY DEPOSITS | $293,146 | $293,146 |
| DUE TO KAVLI CHARITABLE TRUST | $220,431 | $0 |
| DEFERRED TAXES | $0 | $638,131 |
| OTHER LIABILITIES | $0 | $538,040 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $435,966 | $435,966 | $0 |
| INVESTMENT CONSULTING FEES | $348,059 | $348,059 | $0 |
| OTHER PROFESSIONAL FEES | $0 | $0 | $151,519 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,442 | $1,442 | $0 |
| FEDERAL EXCISE TAX | $409,430 | $0 | $0 |
| REAL ESTATE TAXES | $119,678 | $119,678 | $0 |
| OTHER TAXES | $79 | $0 | $79 |
| FOREIGN TAXES WITHHELD | $0 | $6,651 | $0 |
Comments