2025-10-31T14:40:57-05:00 2024-12-31 KUEHNIS & ASSOCIATES CPAS LLP 617 VETERANS BLVD SUITE 214 REDWOOD CITY CA 94063 990PF 2024-01-01 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 2025-10-30 true true BRIAN KUEHNIS P01256096 6503623601 2025-10-29 2024 2025-03-06 01:10:19Z X 57079127 X 4500000 938839 938839 1772649 18825396 2706092 89652 88261 7301140 3733192 0 15581 0 0 15581 22000 11000 0 11000 386749 313541 75731 75731 10372 10272 209983 180323 29166 720416 590867 0 55747 2609001 2609001 3329417 590867 0 2664748 3971723 3142325 0 1693406 4967666 5033012 23521669 26172670 25240570 4971957 1460509 8426071 16263839 17821639 18379474 46450871 50422484 57079127 0 -110 0 0 -110 X 46450871 50422594 46450871 50422594 46450871 50422484 46450871 3971723 50422594 50422594 STCG FROM K-1S 2024-12-31 177186 0 177186 177186 LTCG FROM K-1S 2024-12-31 535572 0 535572 535572 FIDELITY #668-180726 (ST) SEE ATTACHED 2024-12-31 779269 769140 6415 10129 FIDELITY #668-180726 (LT) SEE ATTACHED 2024-12-31 1577365 1659607 -87543 -82242 FIDELITY #668-190955 (ST) SEE ATTACHED 2024-12-31 2334099 2225261 108841 108838 FIDELITY #668-190955 (LT) SEE ATTACHED 2024-12-31 1757305 1637793 119528 119512 FIDELITY #668-802737 (LT) SEE ATTACHED 2024-12-31 10501879 9162037 1339842 1339842 FIDELITY #668-862737 (ST) SEE ATTACHED 2024-12-31 241710 191200 50510 50510 FIDELITY #668-862737 (LT) SEE ATTACHED 2024-12-31 562307 463979 98328 98328 LEGACY VENTURE IV LLC - QSBS (100% EXCLUSION) 2024-12-31 607 0 1214 607 LEGACY VENTURE V (QP) LLC - QSBS (100% EXCLUSION) 2024-12-31 684 0 1368 684 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 CAPITAL GAIN DIVIDENDS P 357413 2706092 43678 43678 43678 13043 0 13043 X 311 30946 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, TREASURER, CFO 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 N/A 34215345 2820688 18090144 55126177 0 55126177 826893 54299284 2714964 2714964 43678 43678 2671286 2671286 2671286 2664748 0 0 0 0 2664748 2671286 0 2022 2021 2020 0 55800 183276 239076 2664748 0 2664748 0 6538 6538 232538 0 0 0 0 49262 183276 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 ($5,000), RHINO RECOVERY FUND ($20,000), SAIGA CONSERVATION ALLIANCE ($5,000), NIASSA LION PROJECT ($20,000), MARALLIANCE (SHARKS & RAYS)($10,000), LION RECOVERY FUND ($40,000), PANGOLIN CRISIS FUND ($20,000), OKAPI CONSERVATION PROGRAM ($10,000), PROYECTO TITI (COTTON-TOP TAMARIN)($5,000), CONSERVATION THROUGH PUBLIC HEALTH (GORILLAS) ($15,000), AND RWANDA WILDLIFE CONSERVATION ASSOCIATION (GREY CROWNED CRANES)($15,000), MARECET (DOLPHINS & DUGONGS)($20,000), CALIFORNIA WILDLIFE PROGRAM ($15,000), US-BASED RISING WILDLIFE LEADERS ($20,000), GENERAL SUPPORT ($20,000) 475000 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 50000 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), GREAT SALT LAKE CONSERVATION PROGRAM ($120,000), AND CLINCH RIVER ($25,000) 235000 MAINE COAST HERITAGE TRUST 1 BOWDOIN MILL ISLAND SUITE 201 TOPSHAM ME 04086 NONE PC GENERAL CHARITABLE PURPOSES 75000 THE TRUST FOR PUBLIC LAND PO BOX 889336 LOS ANGELES CA 90088 NONE PC GENERAL CHARITABLE PURPOSES 50000 EARTH ISLAND INSTITUTE 2150 ALLSTON WAY SUITE 460 BERKELEY CA 94704 NONE PC PLASTIC POLLUTION COALITION 124000 YELLOWSTONE FOREVER 222 EAST MAIN STREET SUITE 301 BOZEMAN MT 59715 NONE PC YELLOWSTONE WOLF PROJECT ($75,000); NATIVE FISH CONSERVATION ($25,000) 100000 OCEANA 1025 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20036 NONE PC GENERAL CHARITABLE PURPOSES 75000 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 125000 FROM K-1S 200 BELLEVUE PARKWAY SUITE 525 WILMINGTON DE 19809 NONE PER K-1S 1 SAN JUAN PRESERVATION TRUST PO BOX 759 FRIDAY HARBOR WA 98250 NONE PC GENERAL CHARITABLE PURPOSES 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 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 TENNGREEN LAND CONSERVANCY 1213A 16TH AVE S NASHVILLE TN 37212 NONE PC GENERAL CHARITABLE PURPOSES 25000 YELLOWSTONE TO YUKON CONSERVATION INITIATIVE PO BOX 157 BOZEMAN MT 597710157 NONE PC GENERAL CHARITABLE PURPOSES 50000 ALABAMA RIVERS ALLIANCE 4439 5TH AVE S SUITE 1000 BIRMINGHAM AL 35222 NONE PC GENERAL CHARITABLE PURPOSES 40000 HARPETH CONSERVANCY 215 JAMESTOWN PARK RD 101 BRENTWOOD TN 37027 NONE PC GENERAL CHARITABLE PURPOSES 40000 ALABAMA FOREST LAND TRUST 8 ST JOSEPH ST MOBILE AL 36602 NONE PC GENERAL CHARITABLE PURPOSES 25000 TENNESSEE ENVIRONMENTAL COUNCIL ONE VANTAGE WAY E250 NASHVILLE TN 37228 NONE PC WATERSHED RESTORATION 30000 2609001 14 938839 18 89652 18 1772649 2801140 2801140 false false false false false false false false false false X X 1 JOY D COVEY 2007 REVOCABLE LIVING T 3489 QUARRY MOUNTAIN ROAD PARK CITY UT 84098 4500000 X ACCOUNTING FEES 22000 11000 11000 TIEDEMANN 1460509 8426071 TIEDEMANN 26172670 25240570 LEGACY VENTURE IV, LLC AT COST 141682 213282 HANCOCK TIMBERLAND AT COST 0 0 LEGACY VENTURE V (QP), LLC AT COST 273774 351773 GLOBAL LONG/SHORT SEGREGATED AT COST 521068 112122 WORLD EQUITY FUND QP AT COST 0 0 GLOBAL IMPACT ACCESS PARTNERSH AT COST 1717614 2027615 BENCHMARK FOUNDERS AT COST 71831 22672 FORTRESS MSR OPPORTUNITIES AT COST 0 0 INSIGNIA LEGACY AT COST 16997 3044 IMPACT WORLD EQUITY FUND LP AT COST 7249642 7814976 KPCB XI-A AT COST 7465 0 PEP IV AT COST 331012 272489 MULTI-STRATEGY SEGREGATED PORT AT COST 4099907 3446328 HEDGE PROGRAM FUND QP AT COST 0 0 TWM PARTNERS FUND AT COST 0 0 AKO GLOBAL AT COST 1000000 1277126 FUNDSMITH SUSTAINABLE EQUITY AT COST 1120866 1463358 GLOBAL IMPACT ACCESS PTN II AT COST 1269535 1374443 TWM PARTNERS LIQUIDATING TRUST AT COST 246 246 LEGAL FEES 15581 15581 PORTFOLIO DEDUCTIONS FROM K-1S 172282 172282 OTHER DEDUCTIONS FROM K-1S 1614 1614 ADMINISTRATION FEES 19429 19429 FEES AND LICENSES 412 412 OFFICE EXPENSES 165 165 AUDIT FEES 11700 5850 5850 INSURANCE 3887 3887 NONDEDUCTIBLE EXPENSES 494 ORDINARY INCOME FROM K-1S 82651 82651 RENTAL LOSS FROM K-1S -19044 -19044 OTHER INCOME FROM K-1S 10229 10229 SECTION 1231 GAIN FROM K-1S 4774 4774 SECTION 1256 LOSS FROM K-1S 528 528 TAX EXEMPT INCOME FROM K-1S 1391 0 ROYALTIES FROM K-1S 61 61 US OBLIGATIONS FROM K-1S 9062 9062 HANCOCK TIMBERLAND 0 HEDGE PROGRAM FUND QP 0 TWM PARTNERS FUND 0 TIEDEMANN MANAGEMENT FEES 386749 313541 FOREIGN TAX PAID 10272 10272 FEDERAL INCOME TAX 100 0