KNOWLEDGE-FREEDOM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGE-FREEDOM FOUNDATION (EIN 04-3296540)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202143129349101709
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T13:22:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-08 | 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 | 2021-11-08 | 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 | 2020 | 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 | $426,485 | 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 | $611,625 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,944 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,944 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,944 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$91,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $721,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $972 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $972 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $522,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,944 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,916 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $245 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $245 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $387,245 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $387,245 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $388,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $134,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,916 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,302 | CashBOYAmt |
| Cash EOY | $426,485 | CashEOYAmt |
| Cash EOYFMV | $426,485 | CashEOYFMVAmt |
| Other Investments BOY | $201,981 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $292,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $426,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $426,485 | 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 | $271,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | $405,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $292,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $426,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $292,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $426,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $292,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $134,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $426,485 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $426,485 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2018-06-18 | 2020-12-31 | $124,283 | $201,981 | -$77,698 | -$77,698 |
| CHARLES SCHWAB | D | 2020-06-30 | 2020-12-31 | $597,642 | $611,555 | -$13,913 | -$13,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$91,611 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,913 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26 | 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 | $26 | 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 | $21,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,389 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $160,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $157,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26 | TotalTaxAmt |
| Distributable Before Adj | $7,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,873 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $388,728 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $388,728 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $388,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,754 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $146,317 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $160,447 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,799 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $212,927 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $828,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $388,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $380,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,209,099 | 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 | $113,754 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,095,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $146,317 | ExcessFromYear4Amt |
| Excess From Year3 | $160,447 | ExcessFromYear3Amt |
| Excess From Year2 | $194,799 | ExcessFromYear2Amt |
| Excess From Year1 | $212,927 | ExcessFromYear1Amt |
| Excess From Current Year | $380,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 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 | $50,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||
| PO BOX 30757 | OAKLAND | CA | 94604 | GIFT | $16,200 |
| ALAMEDA COUNTY MEALS ON WHEELS | |||||
| PO BOX 2534 | ALAMEDA | CA | 94501 | GIFT | $12,600 |
| AMERICAN HIMALAYAN FOUNDATION | |||||
| 909 MONTHOMERY ST STE 400 | SAN FRANCISCO | CA | 94133 | GIFT | $6,480 |
| AMERICARES | |||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | GIFT | $5,400 |
| BAY AREA FRIENDSHIP CIRCLE | |||||
| 3921 FABIAN WAY A023 | PALO ALTO | CA | 94303 | GIFT | $1,080 |
| BLACK BELT COMMUNITY FOUNDATION | |||||
| 609 LAUDERDALE STREET | SELMA | AL | 36702 | GIFT | $5,040 |
| CHABADORG | |||||
| 770 EASTERN PARKWAY ROOM 405 | BROOKLYN | NY | 11213 | GIFT | $1,800 |
| CHOCHMAT HALEV | |||||
| 2215 PRINCE ST | BERKELEY | CA | 94705 | GIFT | $5,040 |
| DIRECT RELIEF | |||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | GIFT | $5,400 |
| EQUAL JUSTICE INITIATIVE | |||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | GIFT | $10,040 |
| ESALEN | |||||
| 3771 RIO RD SUITE 101 | CARMEL | CA | 93923 | GIFT | $1,080 |
| FEEDING AMERICA | |||||
| 161 NORTH CLARK ST STE 700 | CHICAGO | IL | 60601 | GIFT | $3,175 |
| GAIA PASSAGES | |||||
| 454 LAS GALLINAS AVE | SAN RAFAEL | CA | 94105 | GIFT | $1,800 |
| GATES PHILANTHROP PARTNERS | |||||
| PO BOX 23350 | SEATTLE | WA | 981020650 | GIFT | $2,500 |
| GIVE DIRECLTY | |||||
| PO BOX 3221 | NEW YORK | NY | 10008 | GIFT | $39,500 |
| GIVE WELL | |||||
| 182 HOWARD ST 208 | SAN FRANCISCO | CA | 94105 | GIFT | $52,500 |
| GREEN AMERICA CARE OF TREESISTERS | |||||
| 1612 K STREET NW STE 500 | WASHINGTON | DC | 20006 | GIFT | $5,400 |
| HARVARD BUSINESS SCHOOL | |||||
| DEVELOPMENT OFFICE SOLIDERS FIELD | BOSTON | MA | 02163 | GIFT | $250 |
| HEART TO HEART INTERNATIONAL | |||||
| 13250 W 98TH STREET | LENEXA | KS | 66215 | GIFT | $10,800 |
| HOLOCOST MEMORIAL MUSEUM | |||||
| PO BOX 1566 | MERRIFIELD | VA | 22116 | GIFT | $180 |
| HOLOS INSTITUTE | |||||
| 312 3RD AVE | SAN FRANCISCO | CA | 94118 | GIFT | $1,080 |
| HOLT INERNATIONAL | |||||
| 250 COUNTRY CLUB RD | EUGENE | OR | 97401 | GIFT | $10,800 |
| INSTITUE OF NOETIC SCIENSES | |||||
| 101 SAN ANTONIO RD | PETALUMA | CA | 94952 | GIFT | $3,600 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | GIFT | $5,000 |
| KEDUMAH INSTITUTE | |||||
| 1826 19TH ST 213 | BOULDER | CO | 80302 | GIFT | $5,040 |
| KIDS ALIVE INTERNATIONAL | |||||
| 2507 CUMBERLAND DR | VALPARAISO | IN | 46383 | GIFT | $5,400 |
| MAP INTERNATIONAL | |||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | GIFT | $5,200 |
| MATTHEWS 25 MINISTRIES | |||||
| 11060 KENWOOD RD | CINCINNATI | OH | 45242 | GIFT | $10,800 |
| MEDS & FOOD FOR KIDS | |||||
| 4488 FOREST PARK AVE STS 230 | ST LOUIS | MO | 63108 | GIFT | $5,400 |
| MENS STORY PROJECTFRACTURED ATLAS | |||||
| 3801 CONNECTICUT AVE NW 814 | WASHINGTON | DC | 20008 | GIFT | $2,160 |
| MIT | |||||
| 600 MEMORIAL SR W98 2ND FL | CAMBRIDGE | MA | 02139 | GIFT | $1,080 |
| NEW INCENTIVES | |||||
| 340 S LEMON AVE UNIT 6133 | WALNUT | CA | 91789 | GIFT | $25,000 |
| PALESTINE CHILDREN'S RELIEF FUND | |||||
| PO BOX 1926 | KENT | OH | 44240 | GIFT | $5,400 |
| SCIENCE AND NONDUALITY | |||||
| 1251 GOLD RIDGE RD | SEBASTOPOL | CA | 95472 | GIFT | $3,600 |
| SF MARIN FOOD BANK | |||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | GIFT | $7,500 |
| SIGHT SAVERS | |||||
| 377 BUSINESS CIR | PELHAM | AL | 35124 | GIFT | $25,000 |
| SOUNDS TRUE FOUNDATION | |||||
| 413 S ARTHUR AVE | LOUISVILLE | CO | 80027 | GIFT | $3,600 |
| SPIRIT ROCK | |||||
| 5000 SIR FRANCIS DRAKE BLVD | WOODACRE | CA | 94973 | GIFT | $5,200 |
| SURJ EDUCATION FUND | |||||
| PO BOX 1053 | BUFFALO | NY | 14205 | GIFT | $5,040 |
| TIKKUNNSP | |||||
| 2342 SHATTUCK AVEM 1200 | BERKELEY | CA | 94704 | GIFT | $1,800 |
| URBAN ADAMAH | |||||
| 1151 6TH ST | BERKELEY | CA | 94710 | GIFT | $1,800 |
| VAJRAPANI | |||||
| PO BOX 2130 | BOULDER CREEK | CA | 95006 | GIFT | $1,800 |
| VOTE PARTICIPATION CENTER | |||||
| 122 BRYANT ST 2 | WASHINGTON | DC | 20001 | GIFT | $1,800 |
| WILDERNESS TORAH | |||||
| 2222 HAROLD WAY | BERKELEY | CA | 94704 | GIFT | $2,880 |
| WORLD FOOD PROGRAM | |||||
| 1725 EYS STREET NW SUITE 510 | WASHINGTON | DC | 20006 | GIFT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $387,245 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,944 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$91,611 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $972 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$88,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$88,695 | 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 (5 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 | $139,700 | Yes (X) |
| JOSEPH AMRAM | ||||||
| 2 | 3607 EVERGREEN DRIVE | PALO ALTO | CA | 94303 | $45,223 | Yes (X) |
| JOSEPH AMRAM | ||||||
| 3 | 3607 EVERGREEN DRIVE | PALO ALTO | CA | 94303 | $251,415 | Yes (X) |
| JOSEPH AMRAM | ||||||
| 4 | 3607 EVERGREEN DRIVE | PALO ALTO | CA | 94303 | $62,180 | Yes (X) |
| OZ AMRAM | ||||||
| 5 | 5446 CARLTON ST | OAKLAND | CA | 94618 | $113,037 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5000 SHARES OF TWITTER | $139,700 | 2020-04-14 |
| 2 | 1330 SHARES OF TWITTER | $45,223 | 2020-05-28 |
| 3 | 4500 SHARES OF TWITTER | $251,415 | 2020-12-28 |
| 4 | 2000 SHARES OF TWITTER | $62,180 | 2020-05-04 |
| 5 | 522.0635 SHARES ISHARES CORE S&P MID CAP | $113,037 | 2020-11-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $972 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $972 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $245 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $245 | DisbursementsCharitablePrpsAmt |