2024-11-13T12:19:55-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 832414428 Kamath Family Foundation % Foundation Source KAMA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 rekha pai kamath president 8008391754 2024-11-11 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 5623414 X 0 X 41534 41534 62414 62414 -42561 994445 0 709 709 62096 104657 0 2070 0 0 2070 1400 7771 7771 25568 7467 18101 36809 7467 0 27942 89000 89000 125809 7467 0 116942 -63713 97190 294327 1171048 1171048 977844 3256736 3197574 4115458 139049 147985 249272 87636 87636 4667956 4604243 5623414 0 0 X 4667956 4604243 4667956 4604243 4667956 4604243 4667956 -63713 4604243 4604243 Publicly-traded Securities 994445 1037006 -42561 -42561 -42561 1351 1351 1351 1523 0 1523 X 0 172 172 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false false true false false true false false false false Anil Kamath Foundation Source 501 Silverside Rd Wilmington DE 198091377 Treas 1.0 0 0 0 Rekha Pai Kamath Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec 15.0 0 0 0 UNITUS VENTURES OPPORTUNITY FUND I, LP - TO HELP ALLEVIATE POVERTY AND COMMUNITY DETERIORATION IN UNDERDEVELOPED AND DEVELOPING ECONOMIES. 90000 90000 3404383 891203 249272 4544858 0 4544858 68173 4476685 223834 223834 1351 1351 222483 222483 222483 116942 90000 0 0 0 206942 222483 206820 206942 206820 122 0 0 222361 0 0 Anil Kamath Rekha Pai Kamath X EL CAMINO HOSPITAL FOUNDATION 2500 GRANT RD MT VIEW CA 94040 N/A PC South Asian Heart Center 1000 FFWD 1002A OREILLY AVE SAN FRANCISCO CA 94129 N/A PC General & Unrestricted 25000 INTELEHEALTH INC 1014 W 36TH ST UNIT 93 BALTIMORE MD 21211 N/A PC General & Unrestricted 10000 LEGACY GLOBAL PROGRAMS 4435 E HOLMES AVE STE 200 MESA AZ 85206 N/A PC LaunchHER fund 15000 NEYTHRI INC 1130 FOREST AVE PALO ALTO CA 94301 N/A PC General & Unrestricted 1000 SILICON VALLEY SOCIAL VENTURE FUND 222 6TH ST KANSAS CITY MO 64163 N/A PC General & Unrestricted 20000 TONIIC INSTITUTE PO BOX 6866 BEND OR 97708 N/A PC General & Unrestricted 7000 VJTI INTERNATIONAL ALUMNI ASSOCIATION 3242 VINTAGE OAKS CT SAN JOSE CA 95148 N/A PC General & Unrestricted 10000 89000 14 41534 14 62414 18 -42561 K-1 Inc/Loss 14 709 62096 62096 false false false false false false false false false false Unitus Ventures Opportunity Fund I LP 1200 Westlake Ave N Suite 510 Seattle WA 98109 2023-10-17 90000 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO SEE GENERAL EXPLANATION ATTACHMENT None necessary FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: Unitus Ventures Opportunity Fund I, LP AMOUNT OF PRI: $90,000 DATE OF PRI: 10/17/2023 PURPOSE OF PRI: To help alleviate poverty and community deterioration by investing in start up companies in underdeveloped communities. REPORTS OF AMOUNTS EXPENDED: RECIPIENT IS EXPECTED TO SUBMIT A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT IN 2024. THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2023. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. AIRBNB 36348 27228 ALPHABET INC CL C 29875 56372 AMAZON COM 21206 30388 APPLE INC 42967 96265 BOEING CO 12557 26066 CHEVRON CORP 6681 14916 COSTCO WHOLESALE CORPORATION 37549 66008 INVESCO QQQ TRUST 431425 511900 LULULEMON ATHLETICA INC 32000 51129 META PLATFORMS INC 80101 106188 MICROSOFT CORP 18644 37604 MORGAN STANLEY INSTL. MID CAP 10000 4100 NETFLIX INC 35560 48688 PALO ALTO NETWORKS INC 22809 88464 PAYPAL HOLDINGS, INC 36087 12282 PROSHARES ULTRAPRO QQQ 1493786 2124330 SKYWORKS SOLUTIONS, INC 27706 22484 SPDR S&P 500 ETF TRUST 173525 190124 TECHNOLOGY SPDR 21246 38496 UBER 19418 30785 UNITED CONTINENTAL HOLDINGS IN 45315 41260 VANGUARD DIVIDEND APPRECIATION 170805 170400 VANGUARD ESG US STOCK ETF 38440 42530 VANGUARD SMALL-CAP VALUE ETF 165185 179970 WALT DISNEY HOLDINGS CO 174800 90290 ZOOM VIDEO COMMUNICATIONS INC 13539 7191 BCVFUND 56531 61056 CAPRIA OPPORTUNITIES, LP - BET 91454 188216 Document Review/Drafting 2070 2070 PRI - UNITUS VENTURES OPP FUND 87636 87636 Administrative Fees 13195 13195 K-1 Exp BCVFUND 4464 4464 K-1 Exp CAPRIA OPPORTUNITIES, 639 639 K-1 Exp PRI - UNITUS VENTURES 2364 2364 PRI CATCH-UP FEE 4813 4813 Postage/Delivery Service 68 68 State or Local Filing Fees 25 25 K-1 Inc/Loss BCVFUND 709 709 990-PF Estimated Tax for 2023 1200 990-PF Extension for 2022 200