2026-08-26T14:27:27-05:00 2025-12-31 043486433 MATRIX FINANCIAL LLC 60 WALNUT STREET WELLESLEY MA 02481 990PF 2025-01-01 043296540 THE KNOWLEDGE FREEDOM FOUNDATION KNOW 7819434100 CO MATRIX FINANCIAL WELLESLEY MA 02481 JOSEPH AMRAM PRESIDENT 7819434100 2026-08-20 1 CARL ALVITI CPA P00183597 7819434100 2026-08-20 2025 2025-03-06 01:10:19Z X 790714 X 112089 65 65 -185830 367627 346998 -73676 347063 0 0 0 1850 0 1850 1072 0 72 10 0 10 2932 0 1932 361350 361350 364282 0 363282 -437958 347063 120970 126452 126452 1933363 1489923 664262 2054333 1616375 790714 0 0 X 21250 21250 0 0 2033083 1595125 2054333 1616375 2054333 1616375 2054333 -437958 0 1616375 0 1616375 CHARLES SCHWAB 2025-12-31 367627 20629 346998 346998 346998 4824 0 4824 0 4824 0 0 5000 0 5000 44 132 132 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 0 0 0 0 0 1 N/A MATRIX FINANCIAL LLC 7819434100 60 WALNUT STREET WELLESLEY MA 02481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH AMRAM C/O MATRIX FINANCIAL 60 WALNUT ST WELLESLEY MA 02481 PRESIDENT 0.50 0 0 0 MARTHA SCHARY AMRAM C/O MATRIX FINANCIAL 60 WALNUT ST WELLESLEY MA 02481 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 662365 123712 0 786077 0 0 786077 11791 774286 38714 38714 4824 4824 33890 0 33890 0 33890 363282 0 363282 33890 0 0 380855 376446 614280 650829 401162 2423572 363282 0 0 0 33890 329392 0 0 2752964 0 0 0 0 0 0 380855 2372109 376446 614280 650829 401162 329392 X 1INFINITELIFE 467 HAMILTON AVE 29 PALO ALTO CA 94301 N/A PC GIFT 50000 ADAMAH 5425 MTGILEAD RD REISTERSTOWN MD 21136 N/A PC GIFT 5200 ALAMEDA COUNTY COMMUNITY FOOD BANK PO BOX 30757 OAKLAND CA 94604 N/A PC GIFT 10000 AMERICAN RED CROSS LOS ANGELES AREA 1450 SOUTH CENTRAL AVE LOS ANGELES CA 90021 N/A PC GIFT 1000 BAY AREA FRIENDSHIP CIRCLE 3921 FABIAN WAY A023 PALO ALTO CA 94303 N/A PC GIFT 3600 CHABAD 770 EASTERN PARKWAY SUITE 405 BROOKLYN NY 11213 N/A PC GIFT 3600 CHADEISH YAMEINU PO BOX 3578 SANTA CRUZ CA 95063 N/A PC GIFT 3600 CHOCHMAT HALEV 2215 PRINCE ST BERKELEY CA 94705 N/A PC GIFT 7200 ESALEN 548 MARKET ST PMB 48853 SAN FRANCISCO CA 94104 N/A PC GIFT 5000 GIVE DIRECTLY PO BOX 3221 NEW YORK NY 10008 N/A PC GIFT 50000 GIVEWELL 1714 FRANKLIN ST 100335 OAKLAND CA 94612 N/A PC GIFT 78000 HELEN KELLER INTERNATIONAL ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 NEW YORK NY 10017 N/A PC GIFT 25000 HOLOCAUST MEMORIAL MUSEUM PO BOX 1566 MERRIFIELD VA 22116 N/A PC GIFT 1800 HUMANITY'S TEAM 2735 B IRIS AVENUE SUITE 3 BOULDER CO 80304 N/A PC GIFT 12000 MALARIA CONSORTIUM PO BOX 6334 HERMITAGE PA 16148 N/A PC GIFT 25000 MATTHEW 25 MINISTRIES 11060 KENWOOD RD CINCINNATI OH 45242 N/A PC GIFT 10000 MEANINGFUL LIFE CENTER 788 EASTERN PARKWAY SUITE 303 BROOKLYN NY 11213 N/A PC GIFT 3600 MEDS & FOOD FOR KIDS 4488 FOREST PARK AVE SUITE 230 ST LOUIS MO 63108 N/A PC GIFT 10000 NATIONAL IMMIGRANT JUSTICE CENTER 111 W JACKSON BLVD SUITE 800 CHICAGO IL 60604 N/A PC GIFT 2000 NEW INCENTIVES 440 N BARRANCA AVE 6133 COVINA CA 91723 N/A PC GIFT 12500 OR HALEV 440 N BARRANCA AVE 8404 COVINA CA 91723 N/A PC GIFT 7200 PASADENA HUMANE 361 S RAYMOND AVE PASADENA CA 91105 N/A PC GIFT 500 PEACE IN SCHOOLS 959 SE DIVISION STSUITE 325 PORTLAND OR 97214 N/A PC GIFT 5000 RUN 2 RESCUE PO BOX 392 TUSTIN CA 92781 N/A PC GIFT 2000 SALADANA 13969 SHERMAN BLVD MARINA CA 93933 N/A PC GIFT 150 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST STE 400 FAIRFIELD CT 06825 N/A PC GIFT 3000 SF MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 N/A PC GIFT 5000 SPIRITROCK PO BOX 169 WOODACRE CA 94973 N/A PC GIFT 5000 TEMPLE BETH EI 3055 PORTER GULCH RD APTOS CA 95003 N/A PC GIFT 7200 URBAN ADAMAH 1151 6TH STREET BERKELEY CA 94710 N/A PC GIFT 7200 361350 0 14 65 18 -185830 0 -185765 0 -185765 3 FUTURE CONTRIBUTIONS 8 FUTURE CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 X X 1 OZ AMRAM 5446 CARLTON ST OAKLAND CA 94618 110017 X 2 OZ AMRAM 5446 CARLTON ST OAKLAND CA 94618 2072 X 1 5,744 SHARES SCHWAB S&P INDEX - $100,003, 11/14/25568 SHARES SCHWAB S&P INDEX - $10,014, 11/28/25 110017 2025-11-14 PROFESSIONAL FEES 1850 0 1850 CHARLES SCHWAB INVESTMENTS AT COST 1489923 664262 OTHER EXPENSES 10 0 10 FEDERAL EXCISE TAX 1000 0 0 FILING FEES 72 0 72