KNOWLEDGE-FREEDOM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGE-FREEDOM FOUNDATION (EIN 04-3296540)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202203079349101100
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T09:26:10-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | AMRAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL ALVITI CPA | PreparerPersonNm |
| PTIN | P00183597 | PTIN |
| Phone | 7819434100 | PhoneNum |
| Preparation | 2022-10-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,347,910 | 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 | $2,542,820 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$47,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $502,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $415,350 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,495,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $415,380 | 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 |
| Accounting Fees Rev And Expnss | $270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $270 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $276 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $439,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,055,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $415,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $426,485 | CashBOYAmt |
| Cash EOY | $483,652 | CashEOYAmt |
| Cash EOYFMV | $483,652 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,998,523 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,864,258 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $426,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,482,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,347,910 | 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 | $405,235 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,460,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $426,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,482,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $426,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,482,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $426,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,055,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,482,175 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,482,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2021-08-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $502,471 | GrossSalesPriceAmt |
| Cost Or Other Basis | $87,121 | CostOrOtherBasisAmt |
| Gain Or Loss | $415,350 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $415,350 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $415,350 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,774 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,774 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,774 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,774 | TaxDueAmt |
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 | $947,103 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $454,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,402,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,402,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,381,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,774 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,774 | TotalTaxAmt |
| Distributable Before Adj | $63,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $439,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $146,317 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $160,447 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,799 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $212,927 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $380,855 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,095,345 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $376,446 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,471,791 | 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 | $146,317 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,325,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $160,447 | ExcessFromYear4Amt |
| Excess From Year3 | $194,799 | ExcessFromYear3Amt |
| Excess From Year2 | $212,927 | ExcessFromYear2Amt |
| Excess From Year1 | $380,855 | ExcessFromYear1Amt |
| Excess From Current Year | $376,446 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AGAINST MALARIA FOUNDATION | |||||
| 301 W 20TH ST STE 300 | KANSAS CITY | MO | 64108 | GIFT | $25,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||
| PO BOX 30757 | OAKLAND | CA | 94604 | GIFT | $10,800 |
| ALAMEDA COUNTY MEALS ON WHEELS | |||||
| PO BOX 2534 | ALAMEDA | CA | 94501 | GIFT | $18,000 |
| AMERICAN HIMALAYAN FOUNDATION | |||||
| 909 MONTGOMERY ST STE 400 | SAN FRANCISCO | CA | 94133 | GIFT | $9,000 |
| AMERICARES | |||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | GIFT | $16,200 |
| BLACK BELT COMMUNITY FOUNDATION | |||||
| 609 LAUDERDALE STREET | SELMA | AL | 36702 | GIFT | $10,800 |
| CHABADORG | |||||
| 770 EASTERN PARKWAY ROOM 405 | BROOKLYN | NY | 11213 | GIFT | $3,600 |
| CHOCHMAT HALEV | |||||
| 2215 PRINCE ST | BERKELEY | CA | 94705 | GIFT | $3,240 |
| DIRECT RELIEF | |||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | GIFT | $10,800 |
| EQUAL JUSTICE INITIATIVE | |||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | GIFT | $10,800 |
| ESALEN | |||||
| 3771 RIO RD SUITE 101 | CARMEL | CA | 93923 | GIFT | $3,600 |
| GAIA PASSAGES | |||||
| 651 66TH ST | OAKLAND | CA | 94609 | GIFT | $3,600 |
| FRIENDSHIP CIRCLE | |||||
| 3921 FABIAN WAY A023 | PALO ALTO | CA | 94303 | GIFT | $1,080 |
| GIVE DIRECTLY | |||||
| PO BOX 3221 | NEW YORK | NY | 10008 | GIFT | $43,000 |
| GIVE WELL | |||||
| 182 HOWARD ST 208 | SAN FRANCISCO | CA | 94105 | GIFT | $68,000 |
| GREEN AMERICA CARE OF TREESISTERS | |||||
| 1612 K STREET NW STE 600 | WASHINGTON | DC | 20006 | GIFT | $9,000 |
| HARVARD BUSINESS SCHOOL | |||||
| PO BOX 412275 | BOSTON | MA | 02241 | GIFT | $260 |
| HOLOCOST MEMORIAL MUSEUM | |||||
| PO BOX 1566 | MERRIFIELD | VA | 22116 | GIFT | $1,800 |
| HOLT INERNATIONAL | |||||
| 250 COUNTRY CLUB RD | EUGENE | OR | 97401 | GIFT | $18,000 |
| INSTITUTE OF NOETIC SCIENCES | |||||
| 101 SAN ANTONIO RD | PETALUMA | CA | 94952 | GIFT | $10,800 |
| MALARIA CONSORTIUM | |||||
| 8024 UPPER LAKE DRIVE | RALEIGH | NC | 27615 | GIFT | $25,000 |
| KIDS ALIVE INTERNATIONAL | |||||
| 2507 CUMBERLAND DR | VALPARAISO | IN | 46383 | GIFT | $10,800 |
| MAP INTERNATIONAL | |||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | GIFT | $10,800 |
| MATTHEWS 25 MINISTRIES | |||||
| 11060 KENWOOD RD | CINCINNATI | OH | 45242 | GIFT | $18,000 |
| MEDS & FOOD FOR KIDS | |||||
| 4488 FOREST PARK AVE STE 230 | ST LOUIS | MO | 63108 | GIFT | $10,000 |
| MENS STORY PROJECTFRACTURED ATLAS | |||||
| 3801 CONNECTICUT AVE NW 814 | WASHINGTON | DC | 20008 | GIFT | $2,160 |
| MIT | |||||
| 600 MEMORIAL DR W98 2ND FL | CAMBRIDGE | MA | 02139 | GIFT | $1,800 |
| PALESTINE CHILDREN'S RELIEF FUND | |||||
| PO BOX 1926 | KENT | OH | 44240 | GIFT | $10,800 |
| SCIENCE AND NONDUALITY | |||||
| 1251 GOLD RIDGE RD | SEBASTOPOL | CA | 95472 | GIFT | $7,200 |
| SIGHT SAVERS | |||||
| ONE BOSTON PLACE SUITE 2600 | BOSTON | MA | 02108 | GIFT | $25,000 |
| SPIRIT ROCK | |||||
| 5000 SIR FRANCIS DRAKE BLVD | WOODACRE | CA | 94973 | GIFT | $5,400 |
| SURJ EDUCATION FUND | |||||
| PO BOX 1053 | BUFFALO | NY | 14205 | GIFT | $9,000 |
| TIKKUNNSP | |||||
| 2342 SHATTUCK AVE 1200 | BERKELEY | CA | 94704 | GIFT | $3,600 |
| URBAN ADAMAH | |||||
| 1151 6TH ST | BERKELEY | CA | 94710 | GIFT | $3,600 |
| WILDERNESS TORAH | |||||
| 2222 HAROLD WAY | BERKELEY | CA | 94704 | GIFT | $2,600 |
| HUMANITY'S TEAM | |||||
| 2375 B IRIS AVENUE SUITE 3 | BOULDER | CO | 80304 | GIFT | $1,800 |
| CENTER FOR INTEGRAL WISDOM | |||||
| 420 SYCAMORE AVE | BEN LOMOND | CA | 95005 | GIFT | $14,040 |
| AMERICAN CANCER SOCIETY | |||||
| PO BOX 111417 | CAMPBELL | CA | 95011 | GIFT | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,160 | 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 | $30 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$47,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$47,364 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$47,364 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | FUTURE CONTRIBUTIONS |
| 8 | FUTURE CONTRIBUTIONS |
| 11 | 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 (6 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 | $615,600 | Yes (X) |
| JOSEPH AMRAM | ||||||
| 2 | 3607 EVERGREEN DRIVE | PALO ALTO | CA | 94303 | $1,307,723 | Yes (X) |
| OZ AMRAM | ||||||
| 3 | 5446 CARLTON ST | OAKLAND | CA | 94618 | $24,464 | Yes (X) |
| OZ AMRAM | ||||||
| 4 | 5446 CARLTON ST | OAKLAND | CA | 94618 | $100,583 | Yes (X) |
| AURELLE AMRAM | ||||||
| 5 | 3392A 16TH ST | SAN FRANCISCO | CA | 94114 | $111,450 | Yes (X) |
| AURELLE AMRAM | ||||||
| 6 | 3392A 16TH ST | SAN FRANCISCO | CA | 94114 | $383,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 30000 SHARES OF ON24 INC | $615,600 | 2021-10-26 |
| 2 | 72450SHARES OF ON24 INC | $1,307,723 | 2021-11-15 |
| 3 | 1100 SHARES OF ARTISAN GLOBAL | $24,464 | 2021-11-22 |
| 4 | 55848210 SHARES OF LAZARD IN'T STRAT | $100,583 | 2021-11-22 |
| 5 | 5000 SHARES OF ON24 INC | $111,450 | 2021-08-25 |
| 6 | 20000 SHARES OF ON24 INC | $383,000 | 2021-10-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $270 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $270 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,998,523 | BookValueAmt |
| EOYFMV | $1,864,258 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DELUXE CHECKS | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $276 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $276 | DisbursementsCharitablePrpsAmt |