STRATEGY STUDIO / PUBLIC DATA EXPLORER

KNOWLEDGE-FREEDOM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KNOWLEDGE-FREEDOM FOUNDATION (EIN 04-3296540)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-10
IRS object ID
202542839349100719
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-10T13:54:40-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043486433PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATRIX FINANCIAL LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 WALNUT STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043296540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KNOWLEDGE FREEDOM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKNOWBusinessNameControlTxt
Phone7819434100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO MATRIX FINANCIALAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH AMRAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7819434100PhoneNum
Signature2025-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARL ALVITI CPAPreparerPersonNm
PTINP00183597PTIN
Phone7819434100PhoneNum
Preparation2025-10-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$957,217FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,038ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,561InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,561InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$809NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$100,847GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,149CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,408TotalRevAndExpnssAmt
Total Net Invst Incm$62,710TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,600AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,574TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,174TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$453,002ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$453,002ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$464,176TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$456,852TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$361,768ExcessRevenueOverExpensesAmt
Net Investment Income$62,710NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$482,738CashBOYAmt
Cash EOY$120,970CashEOYAmt
Cash EOYFMV$120,970CashEOYFMVAmt
Other Investments BOY$1,933,363OtherInvestmentsBOYAmt
Other Investments EOY$1,933,363OtherInvestmentsEOYAmt
Other Investments EOYFMV$836,247OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,416,101TotalAssetsBOYAmt
Total Assets EOY$2,054,333TotalAssetsEOYAmt
Total Assets EOYFMV$957,217TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$21,250CapitalStockBOYAmt
Capital Stock EOY$21,250CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,394,851RetainedEarningBOYAmt
Retained Earning EOY$2,033,083RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,416,101TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,054,333TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,416,101TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,054,333TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,416,101TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$361,768ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,054,333SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,054,333TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWABPropertyDesc
Gross Sales Price$100,847GrossSalesPriceAmt
Cost Or Other Basis$39,698CostOrOtherBasisAmt
Gain Or Loss$61,149GainOrLossAmt
Gains Minus Excess Or Losses$61,149GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$61,149CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$872InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$872SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$872TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$445EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,445TotalPaymentsAndCreditsAmt
Es Penalty$16EsPenaltyAmt
Overpayment$557OverpaymentAmt
Applied To ES Tax$557AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMATRIX FINANCIAL LLCIndividualWithBooksNm
Phone7819434100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 WALNUT STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH AMRAM
C/O MATRIX FINANCIAL 60 WALNUT STWELLESLEYMA02481PRESIDENT0.00$0$0$0
MARTHA SCHARY AMRAM
C/O MATRIX FINANCIAL 60 WALNUT STWELLESLEYMA02481DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$848,006AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$300,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,148,460TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,148,460AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,227CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,131,233NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,562MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,562MinimumInvestmentReturnAmt
Tax Based On Investment Income$872TaxBasedOnInvestmentIncomeAmt
Total Tax$872TotalTaxAmt
Distributable Before Adj$55,690DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$55,690DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$55,690DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$456,852ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$456,852QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,690DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$212,927ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$380,855ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$376,446ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$614,280ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$650,829ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,235,337TotalExcessDistributionCyovAmt
Qualifying Distributions$456,852QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,690AppliedToCurrentYearAmt
Remaining Distri From Corpus$401,162RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,636,499TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$212,927ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,423,572ExcessDistriCyovToNextYrAmt
Excess From Year4$380,855ExcessFromYear4Amt
Excess From Year3$376,446ExcessFromYear3Amt
Excess From Year2$614,280ExcessFromYear2Amt
Excess From Year1$650,829ExcessFromYear1Amt
Excess From Current Year$401,162ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1INFINITELIFE
467 HAMILTON AVE 29PALO ALTOCA94301GIFT$40,000
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 30757OAKLANDCA94604GIFT$10,000
AMERICANS FOR PEACE NOW
1320 19TH ST NW SUITE 400WASHINGTONDC20036GIFT$5,400
BAY AREA FRIENDSHIP CIRCLE
3921 FABIAN WAY A023PALO ALTOCA94303GIFT$3,600
ENVIRONMENTAL DEFENSE FUND
PO BOX 98051WASHINGTONDC20077GIFT$5,000
ESALEN INSTITUTE
548 MARKET ST PMB 48853SAN FRANCISCOCA94104GIFT$5,000
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20090GIFT$5,000
GIVE DIRECTLY
PO BOX 3321NEW YORKNY10008GIFT$50,000
GIVEWELL
1714 FRANKLIN ST 100335OAKLANDCA94612GIFT$93,000
HEART TO HEART INTERNATIONAL
PO BOX 15566LENEXAKS66285GIFT$10,000
HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FLOOR 2NEW YORKNY10017GIFT$12,500
HOLT INTERNATIONAL
250 COUNTRY CLUB RDEUGENEOR97401GIFT$10,000
HUMANITY'S TEAM
2735 B IRIS AVENUE SUITE 3BOULDERCO80304GIFT$30,000
MALARIA CONSORTIUM
PO BOX 6334HERMITAGEPA16148GIFT$12,500
MAP INTERNATIONAL
4700 GLYNCO PARKWAYBRUNSWICKGA31525GIFT$10,000
MATTHEW 25 MINISTRIES
11060 KENWOOD RDCINCINNATIOH45242GIFT$10,000
MEANINGFUL LIFE CENTER
788 EASTERN PARKWAY SUITE 303BROOKLYNNY11213GIFT$5,200
MEDS & FOOD FOR KIDS
4488 FOREST PARK AVE SUITE 230ST LOUISMO63108GIFT$10,000
MIT
600 MEMORIAL DR W98 2ND FLOORCAMBRIDGEMA02139GIFT$1
NATIONAL NETWORK OF ABORTION FUNDS
9450 SW GEMINI DR PMB 16009BEAVERTONOR97008GIFT$5,000
NEW INCENTIVES
340 S LEMON AVE UNIT 6133WALNUTCA91789GIFT$25,000
OR HALEV
440 N BARRANCA AVE 8404COVINACA91723GIFT$7,000
PEACE IN SCHOOLS
959 SE DIVISION ST SUITE 325PORTLANDOR97214GIFT$5,000
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20090GIFT$3,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST STE 400FAIRFIELDCT06825GIFT$10,000
SF MARIN FOODBANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107GIFT$6,000
SPIRITROCK
PO BOX 169WOODACRECA94973GIFT$5,000
URBAN ADAMAH
1151 6TH STREETBERKELEYCA94710GIFT$8,800
WILDERNESS TORAH
290 HICKORY HILL RDCHAGRIN FALLSOH44022GIFT$8,800
CHABAD
770 EASTERN PARKWAY SUITE 405BROOKLYNNY11213GIFT$3,600
CHOCHMAT HALEV
2215 PRINCE STBERKELEYCA94705GIFT$7,200
GIVEWELL MAXIMUM IMPACT FUND
1714 FRANKLIN ST 100335OAKLANDCA94612GIFT$6,000
TEMPLE BETH EI
3055 PORTER GULCH RDAPTOSCA95003GIFT$8,800
HARVARD BUSINESS SCHOOL
PO BOX 412275BOSTONMA02241GIFT$1
INSTITUTE OF NOETIC SCIENCES
7250 REDWOOD BLVD SUITE 208NOVATOCA94945GIFTGIFT$10,000
LIMITLESS HORIZONS IXIL
PO BOX 3120SANTA CRUZCA85063GIFT$3,000
VAJRAPANI
PO BOX 2130BOULDER CREEKCA95006GIFT$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$453,002TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,561ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$809ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,370ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,370TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4FUTURE CONTRIBUTIONS
8FUTURE CONTRIBUTIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonOZ AMRAMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15446 CARLTON STAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94618ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,038TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4060 SHARES SCHWAB FUNDMENTAL US LARGECOM ETF FNDXNoncashPropertyDesc
Fair Market Value$100,038FairMarketValueAmt
Received2024-11-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$3,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,600DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,933,363BookValueAmt
EOYFMV$836,247EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$7,324$0$0
FILING FEES$250$0$250