2024-11-01T18:23:59-05:00 2023-12-31 KUEHNIS & ASSOCIATES CPAS LLP 617 VETERANS BLVD SUITE 214 REDWOOD CITY CA 94063 990PF 2023-01-01 770529181 BEAGLE CHARITABLE FOUNDATION C/O KUEHNIS & ASSOCIATES CPAS LLP % KUEHNIS & ASSOCIATES CPAS LL BEAG 6503623601 PO BOX 6978 REDWOOD CITY CA 94063 VICTORIA BURWELL PRESIDENT 6503623601 2024-11-01 true true BRIAN KUEHNIS P01256096 6503623601 2024-11-01 2023 2024-10-15 13:58:12Z X 51439218 X 0 X 881196 881196 1010158 9641549 1046203 194236 191240 2085590 2118639 0 47661 0 0 47661 20000 10000 0 10000 281299 289519 38550 38550 21205 21105 231687 211222 20213 640402 570396 0 77874 2575002 2575002 3215404 570396 0 2652876 -1129814 1548243 1459242 1693406 1728164 25272880 23521669 23491590 5511448 4971957 8418650 16730312 16263839 17800814 48973882 46450871 51439218 1393197 0 1393197 0 X 47580685 46450871 47580685 46450871 48973882 46450871 47580685 -1129814 46450871 46450871 STCL FROM K-1S 2023-12-31 0 27135 -27135 -27135 LTCL FROM K-1S 2023-12-31 1449013 0 1449013 1449013 FIDELITY #668-180726 (ST) SEE ATTACHED 2023-12-31 325082 332954 -9877 -7872 FIDELITY #668-180726 (LT) SEE ATTACHED 2023-12-31 824895 850278 -26666 -25383 FIDELITY #668-190955 (ST) SEE ATTACHED 2023-12-31 1319183 1350835 -31505 -31652 FIDELITY #668-190955 (LT) SEE ATTACHED 2023-12-31 202673 210060 -7333 -7387 FIDELITY #668-802737 (ST) SEE ATTACHED 2022-03-28 2023-02-22 746997 854219 -107222 -107222 FIDELITY #668-802737 (LT) SEE ATTACHED 2023-12-31 3835723 4303995 -468272 -468272 FIDELITY #668-862737 (ST) SEE ATTACHED 2023-12-31 211092 206997 4095 4095 FIDELITY #668-862737 (LT) SEE ATTACHED 2023-12-31 513978 457041 58192 56937 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 CAPITAL GAIN DIVIDENDS P 212913 1046203 21521 21521 21521 34464 0 34464 X 12943 12943 false false false false false false false true true CA WA true false false false false false N/A KUEHNIS & ASSOCIATES CPAS LLP 6503623601 PO BOX 6978 REDWOOD CITY CA 94063 false false false false false false false false false false false false false false false false false X false false false false CHARLES KNOWLES PO BOX 6978 REDWOOD CITY CA 94063 VICE CHAIR 0.0 0 0 0 VICTORIA BURWELL PO BOX 6978 REDWOOD CITY CA 94063 CHAIR AND PRESIDENT 0.0 0 0 0 ANN LUSKEY PO BOX 6978 REDWOOD CITY CA 94063 SECRETARY 0.0 0 0 0 ARJUN GUPTA PO BOX 6978 REDWOOD CITY CA 94063 TREASURER 0.0 0 0 0 N/A 31255897 2018828 17306402 50581127 0 50581127 758717 49822410 2491121 2491121 21521 21521 2469600 2469600 2469600 2652876 0 0 0 0 2652876 2469600 0 2021 2020 2019 0 24291 55800 80091 2652876 0 2469600 183276 263367 0 0 0 0 24291 239076 55800 183276 NONE X NATURAL RESOURCES DEFENSE COUNCIL 1150 CONRAD COURT HAGERSTOWN MD 21740 NONE PC NATRUE PROGRAMS ($500,000) AND VISTA FELLOWSHIP ($120,000) 620000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 NONE PC SAVE THE ELEPHANTS ($50,000), ELEPHANT CRISIS FUND ($200,000), GREVY'S ZEBRA TRUST ($10,000), RHINO RECOVERY FUND ($20,000), SAIGA CONSERVATION ALLIANCE ($10,000), NIASSA LION PROJECT ($20,000), MARALLIANCE (SHARKS & RAYS)($10,000), LION RECOVERY FUND ($60,000), PANGOLIN CRISIS FUND ($20,000), OKAPI CONSERVATION PROGRAM ($10,000), PROYECTO TITI (COTTON-TOP TAMARIN)($10,000), CONSERVATION THROUGH PUBLIC HEALTH (GORILLAS) ($15,000), AND RWANDA WILDLIFE CONSERVATION ASSOCIATION (GREY CROWNED CRANES)($15,000), MARECET (DOLPHINS & DUGONGS)($25,000). 475000 PARK CITY COMMUNITY FOUNDATION PO BOX 681499 PARK CITY UT 84068 NONE PC PARK CITY CLIMATE FUND 25000 SOUTHERN UTAH WILDERNESS ALLIANCE 425 EAST 100 SOUTH SALT LAKE CITY UT 84111 NONE PC GENERAL CHARITABLE PURPOSES 50000 GREATER YELLOWSTONE COALITION 215 S WALLACE AVENUE BOZEMAN MT 59715 NONE PC GENERAL CHARITABLE PURPOSES 25000 WORKING DOGS FOR CONSERVATION PO BOX 280 BOZEMAN MT 59771 NONE PC WILDLIFE PROGRAMS 50000 THE NATURE CONSERVANCY 201 MISSION ST 4TH FLOOR SAN FRANCISCO CA 94105 NONE PC BLACKFEET CONSERVATION PROGRAM ($90,000) AND GREAT SALT LAKE CONSERVATION PROGRAM ($125,000) 215000 MAINE COAST HERITAGE TRUST 1 BOWDOIN MILL ISLAND SUITE 201 TOPSHAM ME 04086 NONE PC GENERAL CHARITABLE PURPOSES 100000 THE TRUST FOR PUBLIC LAND PO BOX 889336 LOS ANGELES CA 90088 NONE PC GENERAL CHARITABLE PURPOSES 75000 EARTH ISLAND INSTITUTE 2150 ALLSTON WAY SUITE 460 BERKELEY CA 94704 NONE PC PLASTIC POLLUTION COALITION 100000 YELLOWSTONE FOREVER 222 EAST MAIN STREET SUITE 301 BOZEMAN MT 59715 NONE PC YELLOWSTONE WOLF PROJECT ($50,000); LANDS CONSERVATION ($25,000); AND NATIVE FISH CONSERVATION ($25,000) 100000 OCEANA 1025 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20036 NONE PC GENERAL CHARITABLE PURPOSES 100000 UTAH'S HOGLE ZOO 2600 E SUNNYSIDE AVENUE SALT LAKE CITY UT 84108 NONE PC CONSERVATION PROGRAMS 25000 HARVARD LAW SCHOOL 1563 MASSACHUSETTS AVE CAMBRIDGE MA 02138 NONE PC BEAGLE/HARVARD LAW SCHOOL FELLOWSHIP 120000 ONEREEF WORLDWIDE STEWARDSHIP 114 OAK KNOLL DRIVE SANTA CRUZ CA 95060 NONE PC GENERAL CHARITABLE PURPOSES 150000 FROM K-1S 200 BELLEVUE PARKWAY SUITE 525 WILMINGTON DE 19809 NONE PER K-1S 2 SAN JUAN PRESERVATION TRUST PO BOX 759 FRIDAY HARBOR WA 98250 NONE PC GENERAL CHARITABLE PURPOSES 75000 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH STREET NW WASHINGTON DC DC 20036 NONE PC PRISTINE SEAS PROJECT 50000 WESTERN RIVERS CONSERVANCY 71 SW OAK STREET SUITE 100 PORTLAND OR 97204 NONE PC GENERAL CHARITABLE PURPOSES 100000 METHOW VALLEY CITIZENS COUNCIL PO BOX 774 TWISP WA 98856 NONE PC GENERAL CHARITABLE PURPOSES 25000 ASU FOUNDATION PO BOX 2260 TEMPE AZ 85280 NONE PC SIMIEN MOUNTAINS GELADA RESEARCH PROJECT 20000 ADVENTURE SCIENTISTS PO BOX 1834 BOZEMAN MT 59771 NONE PC GENERAL CHARITABLE PURPOSES 25000 THE UNIVERSITY OF BRITISH COLUMBIA 500-5950 UNIVERSITY BLVD VANCOUVER CA BC V6T 1Z3 NONE PC SEA AROUND US 50000 2575002 14 881196 18 194236 18 1010158 2085590 2085590 false false false false false false false false false false ACCOUNTING FEES 20000 10000 10000 TIEDEMANN 4971957 8418650 TIEDEMANN 23521669 23491590 LEGACY VENTURE IV, LLC AT COST 153277 254536 HANCOCK TIMBERLAND AT COST 0 0 LEGACY VENTURE V (QP), LLC AT COST 307177 425326 GLOBAL LONG/SHORT SEGREGATED AT COST 796036 209134 WORLD EQUITY FUND QP AT COST 0 0 GLOBAL IMPACT ACCESS PARTNERSH AT COST 1723254 2128640 BENCHMARK FOUNDERS AT COST 71988 21899 FORTRESS MSR OPPORTUNITIES AT COST 71972 149122 INSIGNIA LEGACY AT COST 17311 7600 IMPACT WORLD EQUITY FUND LP AT COST 6636769 7467939 KPCB XI-A AT COST 7510 10 PEP IV AT COST 348048 325171 MULTI-STRATEGY SEGREGATED PORT AT COST 2981695 3191356 HEDGE PROGRAM FUND QP AT COST 0 0 TWM PARTNERS FUND AT COST 0 3617 AKO GLOBAL AT COST 1000000 1195701 FUNDSMITH SUSTAINABLE EQUITY AT COST 1133344 1315389 GLOBAL IMPACT ACCESS PTN II AT COST 1015458 1105374 LEGAL FEES 47661 47661 PORTFOLIO DEDUCTIONS FROM K-1S 182390 182390 OTHER DEDUCTIONS FROM K-1S 4676 4676 ADMINISTRATION FEES 10276 10276 FEES AND LICENSES 15285 15285 OFFICE EXPENSES 2821 2821 AUDIT FEES 12100 6050 6050 INSURANCE 3887 3887 NONDEDUCTIBLE EXPENSES 252 ORDINARY INCOME FROM K-1S 212064 212064 RENTAL LOSS FROM K-1S -19564 -19564 OTHER INCOME FROM K-1S 305 305 SECTION 1231 GAIN FROM K-1S 6267 6267 SECTION 1256 LOSS FROM K-1S -5053 -5053 TAX EXEMPT INCOME FROM K-1S 2996 0 ROYALTIES FROM K-1S -21 -21 US OBLIGATIONS FROM K-1S 4320 4320 ACCRUED INTEREST -7078 -7078 HANCOCK TIMBERLAND 1384469 0 HEDGE PROGRAM FUND QP 0 0 TWM PARTNERS FUND 8728 0 TIEDEMANN MANAGEMENT FEES 281299 289519 FOREIGN TAX PAID 21105 21105 FEDERAL INCOME TAX 100 0