2025-11-14T11:16:03-06:00 2024-12-31 990PF 2024-01-01 367244615 THE SEARLE FREEDOM TRUST C/O KINSHIP LLC SEAR 6087104200 111 NORTH FAIRCHILD STREET STE 300 MADISON WI 53703 RANA H SALTI TRUSTEE 6087104200 2025-11-12 1 2024 2025-03-06 01:10:19Z X 19795050 X X 462082 462080 1042120 1042120 2693595 17767447 2666527 88840 -787 4286637 4169940 956139 54177 878962 686880 0 686880 449636 0 449636 4350 4350 0 987 987 0 776 476 0 745 0 361793 0 361793 56011 0 56011 130912 33375 101847 2648229 93365 2535129 18866185 18866185 21514414 93365 21401314 -17227777 4076575 2 2 2 7345766 11689800 11689800 19706884 5292934 5293933 27240674 5104720 2521768 157584 156088 2241 1496 1496 173831 288051 288051 54469398 22377003 19795050 378 378 392056 594931 392434 595309 X 0 0 0 0 54076964 21781694 54076964 21781694 54469398 22377003 54076964 -17227777 0 36849187 15067493 21781694 FLOW THROUGH FROM BENCHMARK CAP V P 2024-01-01 2024-12-31 5558 -5558 -5558 FLOW THROUGH FROM FOUNDATION CAP V P 2024-01-01 2024-12-31 4211 4211 4211 FLOW THROUGH FROM KTC HEDGE PRODUCTS P 2024-01-01 2024-12-31 271411 271411 271411 FLOW THROUGH FROM ADVENT INT'L GPE V P 2024-01-01 2024-12-31 3664 3664 3664 FLOW THROUGH FROM ADVISORS IV P 2024-01-01 2024-12-31 756 756 756 FLOW THROUGH FROM APACHE OFFSHORE P 2024-01-01 2024-12-31 15609 -15609 -15609 FLOW THROUGH FROM BENCHMARK CAP V P 2024-01-01 2024-12-31 55 -55 -55 FLOW THROUGH FROM FOUNDATION CAP V P 2024-01-01 2024-12-31 101710 101710 101710 FLOW THROUGH FROM KTC FLIP P 2024-01-01 2024-12-31 31776 -31776 -31776 FLOW THROUGH FROM KTC HEDGE PRODUCTS P 2024-01-01 2024-12-31 590592 590592 590592 FLOW THROUGH FROM RHO VENTURES V P 2024-01-01 2024-12-31 8957 -8957 -8957 FLOW THROUGH SEC 1231 FROM ADVISORS IV P 2024-01-01 2024-12-31 73 -73 -73 FLOW THROUGH SEC 1231 FROM KTC HEDGE PRODUCTS P 2024-01-01 2024-12-31 6 6 6 FLOW THROUGH 1256 FROM KTC HEDGE PRODUCTS P 2024-01-01 2024-12-31 258 -258 -258 KTC FLIP DISPOSITION LOSS P 2024-01-01 2024-12-31 243576 -243576 -243576 KTC HEDGE DISPOSITION GAIN P 2024-01-01 2024-12-31 2163940 2163940 2163940 APACHE OFFSHORE DISPOSITION GAIN P 2024-01-01 2024-12-31 2095 2095 2095 OCM RE OPPS II - ADVISORS IV P 2024-01-01 2024-12-31 85 85 85 ROUNDTABLE HEALTHCARE - ADVISORS IV P 2024-01-01 2024-12-31 286 286 286 TCW SPECIAL CREDITS FUND V - ADVISORS P 2024-01-01 2024-12-31 604 604 604 SCHWAB US TREASURY STRIP DUE 2/15/24 P 2023-01-30 2024-02-15 1341 1341 1341 SCHWAB US TREASURY STRIP DUE 11/15/24 P 2022-11-04 2024-11-15 1746 1746 1746 TH LEE PUTNAM LIQ TRUST DISPOSITION LOSS P 2024-01-01 2024-12-31 142990 -142990 -142990 US TREASURY 2.25% DUE 01/31/24 P 2023-02-06 2024-01-31 8000000 8000000 0 0 US TREASURY 2.125% DUE 02/29/2024 P 2023-03-17 2024-02-29 6625000 6625000 0 0 FLOW THROUGH UBTI P 2024-01-01 2024-12-31 27068 -27068 -27068 2666527 56664 0 56664 0 56664 106925 0 0 0 106925 0 50261 50261 0 0 0 0 0 0 0 0 0 1 1 1 1 1 FL IL CA VA NY 1 0 0 0 0 1 N/A ELAINE SIMADIS 6087104200 111 NORTH FAIRCHILD STREET STE 300 MADISON WI 53703 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 D GIDEON SEARLE 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 TRUSTEE 1.00 0 0 0 MICHAEL D SEARLE 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 FAMILY ADVISOR 0.00 0 0 0 STEVEN F HAYWARD 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 GRANT ADVISOR 1.00 11000 0 13957 KIMBERLY O DENNIS 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 EXECUTIVE DIRECTOR 40.00 598139 87278 27745 STEPHEN MOORE 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 GRANT ADVISOR 1.00 11000 0 11000 JAMES PIERESON 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 GRANT ADVISOR 1.00 11000 0 12740 KINSHIP TRUST COMPANY LLC 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 TRUSTEE 10.00 325000 0 0 ETHAN O MEERS 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 FAMILY ADVISOR 1.00 0 0 0 COURTNEY E MYERS 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 PROGRAM OFFICER 40.00 288900 61004 12199 RICHARD J TREN 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 PROGRAM OFFICER 40.00 288900 52922 18148 JENNIFER E MCDOUGAL 1055 THOMAS JEFFERSON ST NW SUITE L 26 WASHINGTON DC 20007 OFFICE MANAGER 40.00 109080 15815 1210 0 NONE 0 0 6610654 21901402 2935450 31447506 0 0 31447506 471713 30975793 1548790 1548790 56664 56664 1492126 0 1492126 0 1492126 21401314 0 21401314 1492126 0 0 19561814 19460138 21091429 22778206 20270159 103161746 21401314 0 0 0 1492126 19909188 0 0 123070934 0 0 0 0 0 0 19561814 103509120 19460138 21091429 22778206 20270159 19909188 X TRUTH IN ACCOUNTING 118 N CLINTON STREET SUITE 206 CHICAGO IL 606612333 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 67000 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HIGHWAY TAC 4819 MALIBU CA 90263 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 75000 ENCOUNTER FOR CULTURE AND EDUCATION INC 900 BROADWAY SUITE 601 NEW YORK NY 10003 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 100000 INSTITUTE FOR CITIZEN FOCUSED SERVICE INC 320 N HENRY STREET ALEXANDRIA VA 22314 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 100000 RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 93065 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 100000 INSTITUTE FOR THE AMERICAN WORKER 38274 ALFALFA COURT HAMILTON VA 20158 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 125000 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 200000 SAGAMORE INSTITUTE PO BOX 301076 INDIANAPOLIS IN 46230 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 200000 INDEPENDENT CENTER PO BOX 26141 ALEXANDRIA VA 22313 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 250000 NAPOLITAN INSTITUTE 300 EAST DAVIS STREET SUITE 160 MCKINNEY TX 75069 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 250000 PARENTS DEFENDING EDUCATION 4532 LEE HWY 119 ARLINGTON VA 22207 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 250000 FEDERALIST SOCIETY 1776 I STREET NW SUITE 300 WASHINGTON DC 20006 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 295000 DEFENSE OF FREEDOM INSTITUTE 1765 DUKE STREET ALEXANDRIA VA 22314 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 350000 PHILANTHROPY ROUNDTABLE 1120 20TH STREET NW SUITE 550 SOUTH WASHINGTON DC 20036 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 400000 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 1000000 NEW YORK UNIVERSITY 110 WEST THIRD STREET 2ND FLOOR NEW YORK NY 10012 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 45500 AMERICAN ENTERPRISE INSTITUTE 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 50000 KINSHIP TRUST FOUNDATION PO BOX 1707 MADISON WI 53701 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 60000 UNIVERSITY OF CHICAGO 5757 UNIVERSITY AVENUE CHICAGO IL 60637 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 104000 PLAYERS PHILANTHROPY FUND 1122 KENILWORTH AVENUE SUITE 201 TOWSON MD 21204 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 125000 FEDERALIST SOCIETY 1776 I STREET NW SUITE 300 WASHINGTON DC 20006 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 248500 WORK FIRST FOUNDATION 228 E 45TH ST 16TH FLOOR NEW YORK NY 10017 OTHER PUBLIC CHARITY EDUCATION AND OUTREACH 50000 EMERGENT ORDER FOUNDATION 4450 FRONTIER TRAIL AUSTIN TX 78745 OTHER PUBLIC CHARITY FELLOWSHIPS 300000 MOVING PICTURE INSTITUTE 375 GREENWICH STREET NEW YORK NY 10013 OTHER PUBLIC CHARITY FELLOWSHIPS 300000 REASON FOUNDATION 5737 MESMER AVENUE LOS ANGELES CA 90230 OTHER PUBLIC CHARITY FELLOWSHIPS 300000 STUDENT FREE PRESS ASSOCIATION POBOX 76 HILLSDALE MI 49242 OTHER PUBLIC CHARITY FELLOWSHIPS 75000 CENTER FOR INDEPENDENT THOUGHT 50 MONUMENT ROAD SUITE102 BALA CYNWYD PA 19004 OTHER PUBLIC CHARITY FELLOWSHIPS 125000 DAILY CALLER NEWS FOUNDATION 1737 H ST NW SUITE 100 WASHINGTON DC 20006 OTHER PUBLIC CHARITY FELLOWSHIPS 150000 FRANKLIN NEWS FOUNDATION 20 N CLARK STREET SUITE 3300 CHICAGO IL 60602 OTHER PUBLIC CHARITY FELLOWSHIPS 300000 VMTS EDUCATION INC 137 N MONTAGUE STREET 132 BROOKLYN NY 11201 OTHER PUBLIC CHARITY FELLOWSHIPS 300000 REAL CLEAR FOUNDATION 666 DUNDEE ROAD BLDG 600 NORTHBROOK IL 60062 OTHER PUBLIC CHARITY FILM AND NEW MEDIA 300000 GOLDWATER INSTITUTE 500 E CORONADO ROAD PHOENIX AZ 85004 OTHER PUBLIC CHARITY FILM AND NEW MEDIA 75000 INVESTOR CHOICE ADVOCATES NETWORK 453 S SPRING STREET SUITE 400 LOS ANGELES CA 90013 OTHER PUBLIC CHARITY FILM AND NEW MEDIA 100000 LIBERTY JUSTICE CENTER 440 N WELLS ST SUITE 200 CHICAGO IL 60654 OTHER PUBLIC CHARITY FILM AND NEW MEDIA 100000 ADVANCING AMERICAN FREEDOM FOUNDATION 801 PENNSYLVANIA AVENUENW SUITE 930 WASHINGTON DC 20004 OTHER PUBLIC CHARITY FILM AND NEW MEDIA 125000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVENUE AUSTIN TX 78701 OTHER PUBLIC CHARITY FILM AND NEW MEDIA 150000 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 OTHER PUBLIC CHARITY FILM AND NEW MEDIA 200000 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 OTHER PUBLIC CHARITY JOURNALISM 200000 PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL SUITE 1290 SACRAMENTO CA 95814 OTHER PUBLIC CHARITY JOURNALISM 200000 HAMILTON LINCOLN LAW INSTITUTE 1629 K ST NW SUITE 300 WASHINGTON DC 20006 OTHER PUBLIC CHARITY JOURNALISM 225000 PROPERTY AND ENVIRONMENT RESEARCH CENTER 2048 ANALYSIS DRIVE SUITE A BOZEMAN MT 59718 OTHER PUBLIC CHARITY JOURNALISM 275000 INSTITUTE FOR JUSTICE 901 N GLEBE ROAD SUITE 900 ARLINGTON VA 22203 OTHER PUBLIC CHARITY JOURNALISM 300000 NATIONAL TAXPAYERS UNION FOUNDATION 122 C STREET NW SUITE 650 WASHINGTON DC 20001 OTHER PUBLIC CHARITY JOURNALISM 300000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVENUE AUSTIN TX 78701 OTHER PUBLIC CHARITY JOURNALISM 380000 NEW CIVIL LIBERTIES ALLIANCE 1225 19TH STREET NW SUITE 450 WASHINGTON DC 20036 OTHER PUBLIC CHARITY JOURNALISM 400000 CENTER FOR INDIVIDUAL RIGHTS 1100 CONNECTICUT AVENUE NW SUITE 625 WASHINGTON DC 20036 OTHER PUBLIC CHARITY JOURNALISM 500000 PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL SUITE 1290 SACRAMENTO CA 95814 OTHER PUBLIC CHARITY LITIGATION 500000 FEDERALIST SOCIETY 1776 I STREET NW SUITE 300 WASHINGTON DC 20006 OTHER PUBLIC CHARITY LITIGATION 35000 HEARTLAND INSTITUTE 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 OTHER PUBLIC CHARITY LITIGATION 50000 INDEPENDENT INSTITUTE 100 SWAN WAY OAKLAND CA 94621 OTHER PUBLIC CHARITY LITIGATION 50000 INSTITUTE FOR ENERGY RESEARCH 1155 15TH STREET NW SUITE 900 WASHINGTON DC 20005 OTHER PUBLIC CHARITY LITIGATION 65000 AMERICAN CULTURE FOUNDATION 300 S RIVERSIDE PLAZA SUITE 1625 CHICAGO IL 60606 OTHER PUBLIC CHARITY LITIGATION 75000 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 OTHER PUBLIC CHARITY LITIGATION 100000 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 OTHER PUBLIC CHARITY LITIGATION 100000 CO2 COALITION 1621 N KENT STREET SUITE 603 ARLINGTON VA 22209 OTHER PUBLIC CHARITY LITIGATION 100000 DO NO HARM 11357 NUCKOLS RAOD 115 GLEN ALLEN VA 23059 OTHER PUBLIC CHARITY LITIGATION 100000 MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 OTHER PUBLIC CHARITY LITIGATION 100000 PACIFIC RESEARCH INSTITUTE PO BOX 60485 PASEDENA CA 91116 OTHER PUBLIC CHARITY LITIGATION 100000 UCLA SCHOOL OF LAW 385 CHARLES E YOUNG DRIVE EAST LOS ANGELES CA 90095 OTHER PUBLIC CHARITY LITIGATION 120000 GLOBAL LIBERTY INSTITUTE USA 768 MAYFIELD AVENUE STANFORD CA 94305 OTHER PUBLIC CHARITY LITIGATION 125000 AMERICAN TRANSPARENCY 3 GRANT SQUARE 355 HINSDALE IL 60521 OTHER PUBLIC CHARITY LITIGATION 150000 BUCKEYE INSTITUTE 88 EAST BROAD ST SUITE 1300 COLUMBUS OH 43215 OTHER PUBLIC CHARITY LITIGATION 150000 GEORGETOWN UNIVERSITY 600 NEW JERSEY AVENUE NW WASHINGTON DC 20001 OTHER PUBLIC CHARITY ONLINE EDUCATION 185000 MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 OTHER PUBLIC CHARITY RESEARCH 200000 MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 OTHER PUBLIC CHARITY RESEARCH 200000 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 OTHER PUBLIC CHARITY RESEARCH 225000 PROPERTY AND ENVIRONMENT RESEARCH CENTER 2048 ANALYSIS DRIVE SUITE A BOZEMAN MT 59718 OTHER PUBLIC CHARITY RESEARCH 225000 AMERICAN LEGISLATIVE EXCHANGE COUNCIL 2900 CRYSTAL DRIVE 6TH FLOOR ARLINGTON VA 22202 OTHER PUBLIC CHARITY RESEARCH 250000 ECONOMIC POLICY INNOVATION CENTER 430 FIRST STREET SE SUITE 2 WASHINGTON DC 20003 OTHER PUBLIC CHARITY RESEARCH 250000 STATE POLICY NETWORK 1500 WILSON BOULEVARD SUITE 600 ARLINGTON VA 22209 OTHER PUBLIC CHARITY RESEARCH 250000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVENUE AUSTIN TX 78701 OTHER PUBLIC CHARITY RESEARCH 250000 AMERICA FIRST POLICY INSTITUTE 1001 PENNSYLVANIA AVE NW SUITE 530 WASHINGTON DC 20004 OTHER PUBLIC CHARITY RESEARCH 300000 COMMITTEE TO UNLEASH PROSPERITY 9008 BELMART ROAD POTOMAC MD 20854 OTHER PUBLIC CHARITY RESEARCH 400000 GEORGIA CENTER FOR OPPORTUNITY 333 RESEARCH COURT SUITE 210 PEACHTREE CORNERS GA 30092 OTHER PUBLIC CHARITY RESEARCH 400000 TAX FOUNDATION 1325 G STREET NW SUITE 950 WASHINGTON DC 20005 OTHER PUBLIC CHARITY RESEARCH 400000 COMPETITIVE ENTERPRISE INSTITUTE 1310 L STREET 7TH FLOOR WASHINGTON DC 20005 OTHER PUBLIC CHARITY RESEARCH 500000 FOUNDATION FOR GOVERNMENT ACCOUNTABILITY 15275 COLLIER BLVD SUITE 201-279 NAPLES FL 34119 OTHER PUBLIC CHARITY RESEARCH 800000 STATE POLICY NETWORK 1500 WILSON BOULEVARD SUITE 600 ARLINGTON VA 22209 OTHER PUBLIC CHARITY RESEARCH 885650 AMERICAN ENTERPRISE INSTITUTE 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 OTHER PUBLIC CHARITY RESEARCH 1100000 FLOW THROUGH CONTRIBUTIONS FROM ADVISORS 111 N FAIRCHILD ST SUITE 300 MADISON WI 53701 OTHER PUBLIC CHARITY THE UNRESTRICTED USE OF THE CHARITY 535 18866185 0 14 462082 14 1042120 14 14 88840 18 2693595 0 4286637 0 4286637 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4350 4350 0 3 ENTRYWAY CHAIRS 2006-10-13 712 712 SL 7.000000000000 0 0 COUCH 2006-08-15 1397 1397 SL 7.000000000000 0 0 LOBBY DISPLAY 2006-10-17 3627 3627 SL 7.000000000000 0 0 8 ZODY TASK CHAIRS 2006-11-10 3736 3736 SL 7.000000000000 0 0 2 SMALL FILE CABINETS 1814M 2006-10-26 308 308 SL 7.000000000000 0 0 2 SMALL FILE CABINETS 1813M 2006-10-26 321 321 SL 7.000000000000 0 0 FULL BOOKCASE 2006-11-06 1208 1208 SL 7.000000000000 0 0 TABLE 36" 2006-11-06 1227 1227 SL 7.000000000000 0 0 TABLE 42" 2006-11-06 1440 1440 SL 7.000000000000 0 0 CREDENZA 2006-11-06 2074 2074 SL 7.000000000000 0 0 OFS DESK 2006-11-06 3254 3254 SL 7.000000000000 0 0 4 LAT FILE/BOOKCASE 2006-11-06 7522 7522 SL 7.000000000000 0 0 6 OFS DESKS 2006-11-06 18541 18541 SL 7.000000000000 0 0 3 LARGE FILE CABINETS 2006-11-06 1662 1662 SL 7.000000000000 0 0 11 SIDE CHAIRS (BINGO) 2006-12-14 2756 2756 SL 7.000000000000 0 0 2 LEATHER CHAIRS 2006-09-02 628 628 SL 7.000000000000 0 0 HP NETWORK SWITCH 2006-10-30 500 500 SL 5.000000000000 0 0 HP COLOR PRINTER 2006-10-30 699 699 SL 5.000000000000 0 0 COPY MACHINE 2006-09-18 1528 1528 SL 5.000000000000 0 0 1 DESK, 3 LATERAL FILES/BOOKSHELF 2007-03-14 8095 8095 SL 7.000000000000 0 0 6 ZODY TASK CHAIRS 2007-04-13 2765 2765 SL 7.000000000000 0 0 1 DESKS, 2 LATERAL FILES 2007-05-14 4682 4682 SL 7.000000000000 0 0 CHICAGO SHELVING BOOKCASE 2007-03-29 1797 1797 SL 7.000000000000 0 0 1 BOOKCASE, 2 ORGANIZERS 2008-04-02 2408 2408 SL 7.000000000000 0 0 5 DELL COMPUTERS 2010-06-07 3895 3895 SL 5.000000000000 0 0 WINDOWS 7 PROFESSIONAL SOFTWARE 2010-06-07 636 636 SL 3.000000000000 0 0 IPAD - MDS 2010-08-01 629 629 SL 5.000000000000 0 0 IPAD - SM/JP 2010-08-01 1258 1258 SL 5.000000000000 0 0 IPAD - SH 2010-04-30 629 629 SL 5.000000000000 0 0 4 DRAWER LATERAL FILE 2011-06-15 936 936 SL 7.000000000000 0 0 MICROEDGE GIFTS 2011-02-17 10750 10750 SL 3.000000000000 0 0 IPAD - RT 2012-08-27 778 778 SL 5.000000000000 0 0 3 CHAIRS 2012-04-02 5670 5670 SL 7.000000000000 0 0 21 CHAIRS 2012-04-27 13968 13965 SL 7.000000000000 0 0 SOFABED 2012-04-27 796 796 SL 7.000000000000 0 0 WARDROBE & LOUNGE CHAIR 2012-05-29 1117 1117 SL 7.000000000000 0 0 ARMOIRE 2012-05-29 2700 2700 SL 7.000000000000 0 0 COCKTAIL TABLE AND BARSTOOLS 2012-05-29 3147 3147 SL 7.000000000000 0 0 TASK CHAIRS 2012-06-21 3543 3543 SL 7.000000000000 0 0 FOOTSTOOL 2012-07-03 494 494 SL 7.000000000000 0 0 2 OFFICE CHAIRS 2012-09-18 2635 2632 SL 7.000000000000 0 0 BAR CART 2012-12-21 1681 1681 SL 7.000000000000 0 0 CONFERENCE TABLE 2012-12-21 2738 2738 SL 7.000000000000 0 0 MAC BOOK AIR 2013-10-28 1428 1428 SL 5.000000000000 0 0 PCM SAMSUNG TABLET 2013-10-28 1689 1689 SL 5.000000000000 0 0 IPAD - GA 2013-11-18 854 854 SL 5.000000000000 0 0 IPAD - CM AND KD 2013-11-18 1624 1624 SL 5.000000000000 0 0 EPSON PROJECTOR 2013-11-18 997 997 SL 5.000000000000 0 0 IPAD - EOM 2013-12-31 871 871 SL 5.000000000000 0 0 IPAD - COMPANY 2014-07-28 613 613 SL 5.000000000000 0 0 LENOVA LAPTOP 2014-10-31 846 846 SL 5.000000000000 0 0 FIREWALL 2014-12-01 817 817 SL 3.000000000000 0 0 8 ZODY TASK CHAIRS 2015-12-24 6979 6979 SL 7.000000000000 0 0 DELL LAPTOP 2015-04-07 523 523 SL 5.000000000000 0 0 ERESOURCES PC 2016-03-16 5731 5731 SL 5.000000000000 0 0 APPLE LAPTOP 2021-12-20 3725 1490 SL 5.000000000000 745 0 VARIOUS CHARITABLE ORGANIZATIONS 111 NORTH FAIRCHILD ST SUITE 300 MADISON WI 53703 CASH DISTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS. SEE FORM 990-PF PART XIV, NUMBER 3 FOR EACH RECIPIENT'S NAME, ADDRESS AND CASH DISTRIBUTION AMOUNT. 18865650 KINSHIP FOUNDATION 111 NORTH FAIRCHILD STREET SUITE 300 MADISON WI 53703 2024-12-02 60000 THE PURPOSE OF THIS DISTRIBUTION WAS TO PROVIDE OPERATING FUNDING TO ENABLE KINSHIP TO BETTER CARRY ON ITS OWN CHARITABLE ACTIVITIES AND PROVIDE ADMINISTRATIVE SUPPORT TO OTHER SECTION 501(C)(3) ORGANIZATIONS. 60000 NO PART OF THE GRANT WAS USED OTHER THAN FOR ITS INTENDED PURPOSE REPORT DATED MARCH 19, 2025 WAS RECEIVED FROM THE GRANTEE MARCH 20, 2025 THE GRANTOR NEED NOT CONDUCT ANY INDEPENDENT VERIFICATION OF SUCH REPORTS UNLESS IT HAS REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. 53.4945-5(C)(1). 5292934 5293933 0 0 ADVENT INTL GPE V LP AT COST 610136 45049 ADVISORS AT COST 485219 478952 ADVISORS IV AT COST 2124493 631905 BENCHMARK CAPITAL PARTNERS V AT COST 556328 157034 CHARLES SCHWAB - 457 PLAN AT COST 268575 268574 FOUNDATION CAPITAL V LP AT COST 135451 275718 PROSPECT VENTURE PARTNERS III AT COST 190026 20031 RHO VENTURES V AT COST 99632 10780 ANARK CORPORATION SHARES AT COST 634860 633725 3 ENTRYWAY CHAIRS 712 712 0 COUCH 1397 1397 0 LOBBY DISPLAY 3627 3627 0 8 ZODY TASK CHAIRS 3736 3736 0 2 SMALL FILE CABINETS 1814M 308 308 0 2 SMALL FILE CABINETS 1813M 321 321 0 FULL BOOKCASE 1208 1208 0 TABLE 36" 1227 1227 0 TABLE 42" 1440 1440 0 CREDENZA 2074 2074 0 OFS DESK 3254 3254 0 4 LAT FILE/BOOKCASE 7522 7522 0 6 OFS DESKS 18541 18541 0 3 LARGE FILE CABINETS 1662 1662 0 11 SIDE CHAIRS (BINGO) 2756 2756 0 2 LEATHER CHAIRS 628 628 0 HP NETWORK SWITCH 500 500 0 HP COLOR PRINTER 699 699 0 COPY MACHINE 1528 1528 0 1 DESK, 3 LATERAL FILES/BOOKSHELF 8095 8095 0 6 ZODY TASK CHAIRS 2765 2765 0 1 DESKS, 2 LATERAL FILES 4682 4682 0 CHICAGO SHELVING BOOKCASE 1797 1797 0 1 BOOKCASE, 2 ORGANIZERS 2408 2408 0 5 DELL COMPUTERS 3895 3895 0 WINDOWS 7 PROFESSIONAL SOFTWARE 636 636 0 IPAD - MDS 629 629 0 IPAD - SM/JP 1258 1258 0 IPAD - SH 629 629 0 4 DRAWER LATERAL FILE 936 936 0 MICROEDGE GIFTS 10750 10750 0 IPAD - RT 778 778 0 3 CHAIRS 5670 5670 0 21 CHAIRS 13968 13965 3 SOFABED 796 796 0 WARDROBE & LOUNGE CHAIR 1117 1117 0 ARMOIRE 2700 2700 0 COCKTAIL TABLE AND BARSTOOLS 3147 3147 0 TASK CHAIRS 3543 3543 0 FOOTSTOOL 494 494 0 2 OFFICE CHAIRS 2635 2632 3 BAR CART 1681 1681 0 CONFERENCE TABLE 2738 2738 0 MAC BOOK AIR 1428 1428 0 PCM SAMSUNG TABLET 1689 1689 0 IPAD - GA 854 854 0 IPAD - CM AND KD 1624 1624 0 EPSON PROJECTOR 997 997 0 IPAD - EOM 871 871 0 IPAD - COMPANY 613 613 0 LENOVA LAPTOP 846 846 0 FIREWALL 817 817 0 8 ZODY TASK CHAIRS 6979 6979 0 DELL LAPTOP 523 523 0 ERESOURCES PC 5731 5731 0 APPLE LAPTOP 3725 2235 1490 PURSUANT TO TREASURY REGULATION 1.507-3(C)(1), THE FOUNDATION HEREBY NOTIFIES THE IRS OF A SUBSTANTIAL CONTRACTION OF ITS OPERATIONS. DURING THE TAX YEAR ENDED 12/31/24, THE FOUNDATION DISTRIBUTED A SIGNIFICANT PORTION OF ITS ASSETS TO OTHER QUALIFIED CHARITABLE ORGANIZATIONS. ALL DISTRIBUTIONS WERE MADE IN CASH. PART XIV, NUMBER 3 LISTS ALL RECIPIENT NAMES, ADDRESSES AND THE FAIR MARKET VALUE DISTRIBUTED. THE FOUNDATION INTENDS TO WIND DOWN OPERATIONS. - THE CONTRACTION DOES NOT REPRESENT A TERMINATION OF PRIVATE FOUNDATION STATUS UNDER IRC 507(A), BUT IS BEING REPORTED IN COMPLIANCE WITH IRS REQUIREMENTS. DISTRIBUTIONS RECEIVABLE 94936 209156 209156 SECURITY DEPOSITS 78895 78895 78895 CLEAN UP OF PRIOR YEAR BALANCE SHEET ACCOUNTS 15067493 OTHER PORTFOLIO DEDUCTIONS VIA ADVISORS IV 1684 1684 0 OTHER PORTFOLIO DEDUCTIONS VIA BENCHMARK CAP V 478 478 0 OTHER PORTFOLIO DEDUCTIONS VIA FOUNDATION CAP V 173 173 0 OTHER PORTFOLIO DEDUCTIONS VIA HOLDEN VENTURES III D 3671 3671 0 OTHER PORTFOLIO DEDUCTIONS VIA KTC FLIP 542 542 0 OTHER PORTFOLIO DEDUCTIONS VIA PROSPECT VENTURE III 557 557 0 OTHER PORTFOLIO DEDUCTIONS VIA RHO VENTURES V 688 688 0 OTHER DEDUCTIONS VIA ADVENT INT'L GPE V 981 981 0 OTHER DEDUCTIONS VIA KTC HEDGE PRODUCTS 2481 2481 0 SEC 59 E (2) EXPENDITURES VIA APACHE OFFSHORE 26 26 0 SEC 59 E (2) EXPENDITURES VIA KTC HEDGE PRODUCTS 75 75 0 SECTION 179 DEDUCTION VIA ADVISORS 13853 13853 0 NON-DEDUCTIBLE EXPENSE VIA ADVISORS 2730 0 0 BANK FEES 8166 8166 0 EQUIPMENT RENTAL/MAINT 0 0 0 FILING FEES 15 0 15 FURNITURE 0 0 0 PROPERTY & LIABILITY INSURANCE 1075 0 1075 OFFICE REPAIRS & MAINTENANCE 0 0 0 MEETINGS, CONFERENCES, AND SEMINARS 15076 0 15076 PAYROLL FEES 9631 0 9631 POSTAGE/SUPPLIES/SHIPPING 7374 0 7374 CONSULTING 6252 0 6252 TAX PENALTIES 0 0 0 COMPUTERS & TECHNOLOGY 17754 0 17754 TELEPHONE 9474 0 9474 MEALS & ENTERTAINMENT 25808 0 25808 MISCELLANEOUS DEDUCTIONS 388 0 388 CONSULTING 9000 0 9000 UNREALIZED GAIN -7040 0 0 FLOW THROUGH ORDINARY INCOME FROM ADVISORS 35974 35974 35974 FLOW THROUGH ORDINARY INCOME FROM APACHE OFFSHORE 162 162 162 FLOW THROUGH ORDINARY INCOME FROM KTC FLIP -10778 -10778 -10778 FLOW THROUGH ORDINARY INCOME FROM KTC HEDGE PRODUCTS 190 190 190 FLOW THROUGH OTHER PORTFOLIO INCOME FROM ADVISORS IV -12 -12 -12 FLOW THROUGH OTHER PORTFOLIO INCOME FROM KTC HEDGE PRODUCTS 6901 6901 6901 FLOW THROUGH OTHER PORTFOLIO INCOME FROM RHO VENTURES V 33 33 33 FLOW THROUGH OTHER INCOME FROM ADVISORS IV 5 5 5 FLOW THROUGH OTHER INCOME FROM KTC HEDGE PRODUCTS -40354 -40354 -40354 FLOW THROUGH TAX EXEMPT OTHER INCOME FROM HOLDEN IIID 396 0 396 FLOW THROUGH TAX EXEMPT OTHER INCOME FROM KTC HEDGE PRODUCTS 7 0 7 FEDERAL TAX REFUND 100000 0 100000 FLOW THROUGH RENTAL INCOME FROM ADVISORS -3096 -3096 -3096 FLOW THROUGH RENTAL INCOME FROM ADVISORS IV -28 -28 -28 FLOW THROUGH RENTAL INCOME FROM KTC HEDGE -560 -560 -560 UBTI ADJUSTMENT 10776 DEFERRED COMPENSATION LIABILITY 234295 268574 DEFERRED BONUS LIABILITY 157761 324813 CAPITAL CALL PAYABLE - HOLDEN IIID 0 1544 STATE TAXES 300 0 0 FOREIGN TAXES VIA KTC HEDGE PRODUCTS 397 397 0 FOREIGN TAXES VIA ADVISORS IV 79 79 0