2025-11-17T21:45:03-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 832414428 Kamath Family Foundation % Foundation Source KAMA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 REKHA PAI KAMATH PRESIDENT 8008391754 2025-11-17 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 8136913 X 1004214 70623 70623 88048 88048 614808 1349187 870388 14033 13574 12589 1791726 1042633 12589 0 11500 5515 5515 26377 12893 6716 13484 43392 12893 6716 18999 207500 207500 250892 12893 6716 226499 1540834 1029740 5873 1171048 1560541 1560541 3197574 4089412 6007811 147985 417611 492248 87636 77513 76313 4604243 6145077 8136913 0 0 X 4604243 6145077 4604243 6145077 4604243 6145077 4604243 1540834 6145077 6145077 Publicly-traded Securities 1349187 478799 870388 870388 14313 14313 14313 11672 0 3200 14872 X 4 555 555 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false 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 DEVELOPLING ECONOMIES 1200 1200 4638170 1458970 428848 6525988 0 6525988 97890 6428098 321405 321405 14313 14313 307092 17196 324288 324288 226499 1200 0 0 0 227699 324288 222361 227699 222361 5338 0 0 318950 0 0 Anil Kamath Rekha Pai Kamath X FFWD 1002A OREILLY AVE SAN FRANCISCO CA 94129 N/A PC Funds for Adalat.AI 10000 FFWD 1002A OREILLY AVE SAN FRANCISCO CA 94129 N/A PC General & Unrestricted 35000 FOOTHILL-DE ANZA COMMUNITY COLLEGES FOUNDATION 12345 S EL MONTE RD LOS ALTOS HLS CA 94022 N/A PC Football program at Foothill College 1000 FUTURE BUILDERS FOUNDATION 3328 BAYLIS ST FREMONT CA 94538 N/A PC General & Unrestricted 1000 INTELEHEALTH INC 1014 W 36TH ST UNIT 93 BALTIMORE MA BALTIMORE MD 21211 N/A PC General & Unrestricted 10000 LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH 400 HAMILTON AVE SUITE 340 PALO ALTO CA 94301 N/A PC Dr. Chao Gun Safety Program 5000 NEYTHRI INC 1130 FOREST AVE PALO ALTO CA 94301 N/A PC General & Unrestricted 1000 REALIZE IMPACT 271 WINSLOW WAY E 10234 BAINBRIDGE ISLAND WA 98110 N/A PC General & Unrestricted 76000 REALIZE IMPACT 271 WINSLOW WAY E 10234 BAINBRIDGE ISLAND WA 98110 N/A PC PHIG 50000 SILICON VALLEY SOCIAL VENTURE FUND 350 TWIN DOLPHIN DR STE 103 REDWOOD CITY CA 94065 N/A PC General & Unrestricted 10000 TONIIC INSTITUTE PO BOX 6866 BEND OR 97708 N/A PC General & Unrestricted 8500 207500 14 70623 14 88048 18 614808 K-1 Inc/Loss 14 1444 12589 774923 12589 787512 11 INCOME FROM PRI SIGNIFICANTLY CONTRIBUTED TO THE EXEMPT PURPOSE OF HELPING ALLEVIATE POVERTY AND COMMUNITY DETERIORATION IN UNDERDEVELOPED AND DEVELOPING ECONOMIES. false false false false false false false false false false X X 1 Kamath Anil 13210 La Cresta Drive Los Altos Hills CA 94022 1004214 X 1 ADOBE SYSTEMS, INC ADBE, 2239 sh. 1004214 2024-12-26 Unitus Ventures Opportunity Fund I LP 1200 Westlake Ave N Suite 510 Seattle WA 98109 2023-10-17 91200 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 TOTAL PRI AMOUNT SHOWN REPORTED ON FORM 990-PF, PART VI-B, LINE 5D-EXPENDITURE RESPONSIBILITY STATEMENT: $91,200 THE TOTAL PRI AMOUNT REPRESENTS THE AGGREGATE OF SEVERAL TRANSACTIONS, LISTED BELOW, MADE UNDER A SINGLE PRI INSTRUMENT. THE TOTAL AMOUNT DIBSURSED IN CONNECTION WITH THIS PRI IS $91,200 OF WHICH $17,196 WAS RECOVERED DURING 2024. DATES AND AMOUNTS OF PRI: 10/17/2023 - $90,000 03/20/2024 - $1,200 PURPOSE OF PRI: TO HELP ALLEVIATE POVERTY AND COMMUNITY DETERIORATION BY INVESTING IN START UP COMPANIES IN UNDERDEVELOPED COMMUNITIES. REPORTS OF AMOUNTS EXPENDED: RECIPIENT SUBMITTED 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 FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 05/31/2024 FOR FYE 12/31/2023 DATE OF REPORT: 06/03/2025 FOR FYE 12/31/2024 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2024. 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. DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. ADOBE SYSTEMS, INC 1004214 995639 AIRBNB 36348 26282 ALPHABET INC CL C 29875 76176 AMAZON COM 21206 43878 APPLE INC 42967 125210 ARES STRATEGIC INCOME FND CL I 250000 251734 CARLYLE TACTICAL PRIVATE CREDI 250000 248518 CHEVRON CORP 6681 14484 COSTCO WHOLESALE CORPORATION 37549 91627 GOLDMAN SACHS BDC INC 23003 20703 INVESCO QQQ TRUST 530425 741284 META PLATFORMS INC 80101 175653 MICROSOFT CORP 18644 42150 MORGAN STANLEY INSTL. MID CAP 10000 5824 NETFLIX INC 35560 89132 PALO ALTO NETWORKS INC 22809 109176 PAYPAL HOLDINGS, INC 36087 17070 PROSHARES ULTRAPRO QQQ 1230509 2373900 SPDR S&P 500 ETF TRUST 173525 234432 TECHNOLOGY SPDR 21246 46504 UBER 19418 30160 VANGUARD DIVIDEND APPRECIATION 170805 195830 VANGUARD ESG US STOCK ETF 38440 52445 BCVFUND 76715 79516 BLACKSTONE PRIVATE CREDIT FUND 250000 249510 CAPRIA OPPORTUNITIES, LP - BET 90896 163222 PRI - UNITUS VENTURES OPP FUND 77513 76313 Administrative Fees 13459 13459 K-1 Exp BCVFUND 5619 5619 K-1 Exp CAPRIA OPPORTUNITIES, 558 558 K-1 Exp PRI - UNITUS VENTURES 6716 6716 6716 State or Local Filing Fees 25 25 K-1 Inc/Loss BCVFUND 1444 1444 K-1 Inc/Loss PRI - UNITUS VENTURES OPP FUND I, LP 12589 12130 12589 990-PF Estimated Tax for 2024 11500