KNOWLEDGE-FREEDOM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGE-FREEDOM FOUNDATION (EIN 04-3296540)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-31
- IRS object ID
- 202432139349100003
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-31T07:29:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043486433 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATRIX FINANCIAL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 WALNUT STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043296540 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOWLEDGE FREEDOM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOW | BusinessNameControlTxt |
| Phone | 7819434100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MATRIX FINANCIAL 60 WALNUT ST | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH AMRAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7819434100 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL ALVITI CPA | PreparerPersonNm |
| PTIN | P00183597 | PTIN |
| Phone | 7819434100 | PhoneNum |
| Preparation | 2024-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,502,804 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $581,999 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,020 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,020 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$148,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $475,325 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $436,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $478,345 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,698 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $712,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $712,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $725,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $725,538 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$288,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $478,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $706,537 | CashBOYAmt |
| Cash EOY | $482,738 | CashEOYAmt |
| Cash EOYFMV | $482,738 | CashEOYFMVAmt |
| Other Investments BOY | $1,998,523 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,933,363 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,020,066 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,705,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,416,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,502,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,250 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,683,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,394,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,705,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,705,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,416,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,705,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$288,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,416,101 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CHARLES SCHWAB | $346,719 | $23,394 | $323,325 | $323,325 |
| CHARLES SCHWAB | $152,000 | $152,000 | $152,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $475,325 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,649 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,649 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $387 | EsPenaltyAmt |
| Overpayment | $464 | OverpaymentAmt |
| Applied To ES Tax | $464 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MATRIX FINANCIAL LLC | IndividualWithBooksNm |
| Phone | 7819434100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 WALNUT STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH AMRAM | ||||||||
| C/O MATRIX FINANCIAL 60 WALNUT ST | WELLESLEY | MA | 02481 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARTHA SCHARY AMRAM | ||||||||
| C/O MATRIX FINANCIAL 60 WALNUT ST | WELLESLEY | MA | 02481 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | 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 | $1,027,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $624,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,651,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,651,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,627,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,649 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,649 | TotalTaxAmt |
| Distributable Before Adj | $74,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $725,538 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $725,538 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $194,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $212,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $380,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $376,446 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $614,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,779,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $725,538 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $650,829 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,430,136 | 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 | $194,799 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,235,337 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $212,927 | ExcessFromYear4Amt |
| Excess From Year3 | $380,855 | ExcessFromYear3Amt |
| Excess From Year2 | $376,446 | ExcessFromYear2Amt |
| Excess From Year1 | $614,280 | ExcessFromYear1Amt |
| Excess From Current Year | $650,829 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 1INFINITELIFE | |||||
| 467 HAMILTON AVE | PALO ALTO | CA | 94301 | GIFT | $197,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||
| PO BOX 30757 | OAKLAND | CA | 94604 | GIFT | $12,000 |
| AMERICARES | |||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | GIFT | $12,000 |
| ANERA | |||||
| 1111 14TH ST NW 400 | WASHINGTON | DC | 20005 | GIFT | $3,000 |
| ASSOCIATION OF RAMAYTUSH OHLONE | |||||
| 2 MARINA BLVD BLDING C SUITE 260 | SAN FRANCISCO | CA | 94123 | GIFT | $7,500 |
| CALIFORNIA INSTITUTE OF INTEGRAL STUDIES | |||||
| 1453 MISSIION STREET | SAN FRANCISCO | CA | 94103 | GIFT | $49,500 |
| CHOCHMAT HALEV | |||||
| 2215 PRINCE ST | BERKELEY | CA | 94705 | GIFT | $5,840 |
| ENVIRONMENTAL DEFENSE FUND | |||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | GIFT | $3,000 |
| ESALEN INSTITUTE | |||||
| 548 MARKET ST PMB 48853 | SAN FRANCISCO | CA | 94104 | GIFT | $4,000 |
| FEEDING AMERICA | |||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | GIFT | $10,000 |
| FRIENDSHIP CIRCLE | |||||
| 3921 FABIAN WAY A023 | PALO ALTO | CA | 94303 | GIFT | $1,800 |
| GIVE DIRECTLY | |||||
| PO BOX 3321 | NEW YORK | NY | 10008 | GIFT | $37,000 |
| GIVEWELL | |||||
| 1714 FRANKLIN ST 100335 | OAKLAND | CA | 94612 | GIFT | $87,000 |
| GIVEWELL MAXIMUM IMPACT FUND | |||||
| 1714 FRANKLIN ST 100335 | OAKLAND | CA | 94612 | GIFT | $10,000 |
| HEART TO HEART INTERNATIONAL | |||||
| PO BOX 15566 | LENEXA | KS | 66285 | GIFT | $12,000 |
| HELEN KELLER INTERNATIONAL | |||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | GIFT | $25,000 |
| HOLOCOST MEMORIAL MUSEUM | |||||
| PO BOX 1566 | MERRIFIELD | VA | 22116 | GIFT | $3,600 |
| HOLT INTERNATIONAL | |||||
| 250 COUNTRY CLUB RD | EUGENE | OR | 97401 | GIFT | $12,000 |
| HUMANITY'S TEAM | |||||
| 2735 B IRIS AVENUE SUITE 3 | BOULDER | CO | 80304 | GIFT | $5,200 |
| MALARIA CONSORTIUM | |||||
| PO BOX 6334 | HERMITAGE | PA | 16148 | GIFT | $25,000 |
| MAP INTERNATIONAL | |||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | GIFT | $12,000 |
| MATTHEW 25 MINISTRIES | |||||
| 11060 KENWOOD RD | CINCINNATI | OH | 45242 | GIFT | $12,000 |
| MEDS & FOOD FOR KIDS | |||||
| 4488 FOREST PARK AVE SUITE 230 | LOUIS | MO | 63108 | GIFT | $12,000 |
| MIT | |||||
| 600 MEMORIAL DR W98 2ND FLOOR | CAMBRIDGE | MA | 02139 | GIFT | $1,800 |
| NAROPA UNIVERSITY | |||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | GIFT | $39,600 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | GIFT | $10,000 |
| NEW INCENTIVES | |||||
| 340 S LEMON AVE UNIT 6133 | WALNUT | CA | 91789 | GIFT | $25,000 |
| OR HALEV | |||||
| 440 N BARRANCA AVE 8404 | COVINA | CA | 91723 | GIFT | $5,200 |
| PEACE IN SCHOOLS | |||||
| 959 SE DIVISION ST SUITE 325 | PORTLAND | OR | 97214 | GIFT | $3,600 |
| PLANNED PARENTHOOD | |||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | GIFT | $5,000 |
| SAVE THE CHILDREN | |||||
| PO BOX 97132 | WASHINGTON | DC | 20090 | GIFT | $12,000 |
| SF MARIN FOODBANK | |||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | GIFT | $10,000 |
| SOMATIC EXPERIENCING INTERNATIONAL | |||||
| PO BOX 74200 9900 W 116TH CIRCLE | BROOMFIELD | CO | 80021 | GIFT | $1,800 |
| SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION | |||||
| 1012 14TH ST NW | WASHINGTON | DC | 20005 | GIFT | $12,000 |
| VAJRAPANI | |||||
| PO BOX 2130 | BOULDER CREEK | CA | 95006 | GIFT | $3,600 |
| WILDERNESS TORAH | |||||
| 2222 HAROLD WAY | BERKELEY | CA | 94704 | GIFT | $10,600 |
| URBAN ADAMAH | |||||
| 1151 6TH STREET | BERKELEY | CA | 94710 | GIFT | $4,200 |
| AMERICAN RED CROSS | |||||
| 431 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | GIFT | $5,000 |
| MAUI FOOD BANK | |||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | GIFT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $712,840 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$148,440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$145,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$145,420 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | FUTURE CONTRIBUTIONS |
| 8 | FUTURE CONTRIBUTIONS |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOSEPH AMRAM | ||||||
| 1 | 3607 EVERGREEN DRIVE | PALO ALTO | CA | 94303 | $482,000 | Yes (X) |
| OZ AMRAM | ||||||
| 2 | 5446 CARLTON ST | OAKLAND | CA | 94618 | $99,999 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50000 SHARES OF ON24 INC | $482,000 | 2023-03-03 |
| 2 | 1415.2200 SHARES OF SCHWAB S&P 500 | $99,999 | 2023-11-27 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,933,363 | BookValueAmt |
| EOYFMV | $1,020,066 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $12,698 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,698 | DisbursementsCharitablePrpsAmt |