ARROW IMPACT: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARROW IMPACT (EIN 83-1423625)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349104089
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:06:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833169185 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAHAM & JONES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1635 ROGERS ROAD SUITE 101 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831423625 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARROW IMPACT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARRO | BusinessNameControlTxt |
| Phone | 6506783802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2885 SAND HILL RD SUITE 100 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES WOLFSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6506783802 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARRELL GRAHAM | PreparerPersonNm |
| PTIN | P00340646 | PTIN |
| Phone | 8178641100 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,180,733 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,999,358 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,408,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,063,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $716,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $716,613 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $840,026 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,427,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,619,643 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $439,810 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $439,810 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $23,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $258,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,094 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $51,945 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Net Invst Incm | $20,179 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,488 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,488 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,710 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,710 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,079 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $402,234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,079 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $767,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $438,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $560,932 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,527,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,027,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,294,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $438,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,588,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,133,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,181,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,942,708 | CashBOYAmt |
| Cash EOY | $4,530,396 | CashEOYAmt |
| Cash EOYFMV | $4,530,396 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $1,213 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,213 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,443,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,743,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,743,125 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $681,542 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $668,435 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $668,435 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $53,324,270 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,237,564 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,237,564 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,392,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,180,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,180,733 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,350 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $619 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,500,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $163,494 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $304,920 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,664,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $305,539 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $57,727,581 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $67,875,194 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,727,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,875,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,392,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,180,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,727,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,133,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,014,442 | OtherIncreasesAmt |
| Subtotal | $67,875,194 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,875,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JASPER RIDGE DIVERSIFIED (TAX EXEMPT), LP | P | 2024-12-31 | $697,151 | $697,151 | $697,151 |
| CAPITAL GAINS DIVIDENDS | P | $19,462 | $19,462 | $19,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $716,613 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,318 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,318 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,781 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $37,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,781 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,463 | OverpaymentAmt |
| Applied To ES Tax | $30,463 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.ARROWIMPACT.ORG/ | WebsiteAddressTxt |
| Individual With Books | CHARLES WOLFSON | IndividualWithBooksNm |
| Phone | 6506783802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2885 SAND HILL ROAD SUITE 100 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES M WOLFSON | ||||||||
| 2885 SAND HILL ROAD SUITE 100 | MENLO PARK | CA | 94025 | EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| MARK A WOLFSON | ||||||||
| 2885 SAND HILL ROAD SUITE 100 | MENLO PARK | CA | 94025 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| B HOWARD PEARSON | ||||||||
| 2885 SAND HILL ROAD SUITE 100 | MENLO PARK | CA | 94025 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JORGE BLANDON | ||||||||
| 2885 SAND HILL RD SUITE 100 | MENLO PARK | CA | 94025 | SENIOR DIRECTOR | 40.00 | $257,555 | $2,037 | $0 |
| NORA JENDOUBI | ||||||||
| 2885 SAND HILL RD SUITE 100 | MENLO PARK | CA | 94025 | DIRECTOR | 40.00 | $175,000 | $5,218 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $3,451,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,568,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,324,270 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,344,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,344,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $890,163 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,454,036 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,922,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,922,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,318 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $15,910 | IncomeTaxAmt |
| Total Tax | $46,228 | TotalTaxAmt |
| Distributable Before Adj | $2,876,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,876,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,876,474 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,588,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,588,432 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,876,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $179,615 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,380,545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,646,662 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,267,022 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,155,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,629,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,588,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,876,474 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,711,958 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,341,762 | 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 | $179,615 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,162,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,380,545 | ExcessFromYear4Amt |
| Excess From Year3 | $3,646,662 | ExcessFromYear3Amt |
| Excess From Year2 | $4,267,022 | ExcessFromYear2Amt |
| Excess From Year1 | $2,155,960 | ExcessFromYear1Amt |
| Excess From Current Year | $8,711,958 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK A WOLFSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL OUR KIN | |||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | N/A | PC | GENERAL OPERATING SUPPORT | $327,500 |
| BASTA | |||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| BRAVEN | |||||||
| 100 N LA SALLE ST NO 310 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 |
| ECHOING GREEN | |||||||
| 462 7TH AVENUE 13TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 |
| LENA | |||||||
| 5525 CENTRAL AVE SUITE 100 | BOULDER | CO | 80301 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| NEW PROFIT INC | |||||||
| 225 FRANKLIN STREET | BOSTON | MA | 02110 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 |
| PER SCHOLAS | |||||||
| 804 EAST 138TH STREET 2 | BRONX | NY | 10454 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 160 FOREST AVE | PALO ALTO | CA | 94301 | N/A | PC | GENERAL OPERATING SUPPORT TO PROMISE VENTURE STUDIO | $250,000 |
| RIVET SCHOOL | |||||||
| 1503 MACDONALD AVE SUITE A | RICHMOND | CA | 94801 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER NO 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 |
| TALKINGPOINTS | |||||||
| 509 WEBSTER STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 |
| TEACH FOR AMERICA | |||||||
| 315 W 36TH ST | NEW YORK | NY | 10018 | N/A | PC | RESTRICTED TO THE IGNITE PROGRAM | $100,000 |
| TEACHSTART | |||||||
| 5670 WILSHIRE BLVD SUITE 1970 | LOS ANGELES | CA | 90036 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| ALDER GRADUATE SCHOOLS OF EDUCATION | |||||||
| 2946 BROADWAY | REDWOOD CITY | CA | 94062 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| ASPEN INSTITUTE | |||||||
| 2300 N ST NW SUITE 700 | WASHINGTON | DC | 20037 | N/A | PC | COMMUNITY FOUNDATION BUSINESS MODEL INITIATIVE | $50,000 |
| ACCELERATE THE NATIONAL COLLABORATIVE FOR ACCELERATED LEARNING | |||||||
| 501 UNION ST STE 545 PMB 85221 | NASHVILLE | TN | 372191876 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA | |||||||
| 49 STEVENSON STREET SUITE 500 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| TERNER HOUSING INNOVATION LABS | |||||||
| 1330 BROADWAY UNIT 430 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| PHILANTHROPY VENTURES FOUNDATION | |||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | N/A | PC | RISE EAST INITIATIVE | $500,000 |
| POLICYLINK | |||||||
| 1438 WEBSTER ST 303 | OAKLAND | CA | 94612 | N/A | PC | LIBERATION VENTURES | $350,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 |
| COMMONLIT | |||||||
| 660 PENNSYLVANIA AVE SE SUITE 302 | WASHINGTON | DC | 20003 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| LEVER FOR CHANGE | |||||||
| 140 S DEARBORN STREET SUITE 705 | CHICAGO | IL | 60603 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 |
| HOUSING CONNECTOR | |||||||
| 1301 5TH AVENUE | SEATTLE | WA | 98101 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 |
| NEWSCHOOLS VENTURE FUND | |||||||
| 1616 FRANKLIN STREET SUITE 200 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,027,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,697 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,323,131 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $65,831 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,274 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $85,802 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,342,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,428,395 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARK AND SHEILA WOLFSON | |||||||
| 1 | 2885 SAND HILL ROAD SUITE 100 | MENLO PARK | CA | 94025 | $1,999,358 | Yes (X) | Yes (X) |
| MARK AND SHEILA WOLFSON | |||||||
| 2 | 2885 SAND HILL ROAD SUITE 100 | MENLO PARK | CA | 94025 | $12,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4012.278 SHARES OF VANGUARD INSTIUTIONAL INDEX FUND (VINIX) | NoncashPropertyDesc |
| Fair Market Value | $1,999,358 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOUBLELINE TOTAL RETURN BOND FD | BondNm |
| EOY Book Value | $668,435 | EOYBookValueAmt |
| EOYFMV | $668,435 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR MSCI ACWI ETF | $2,821,645 | $2,821,645 |
| VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES | $1,921,480 | $1,921,480 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE PARTNERSHIP (JASPER RIDGE DIVERSIFIED- TAX EXEMPT) | Desc |
| BOY Book Value | $53,324,270 | BOYBookValueAmt |
| EOY Book Value | $58,237,564 | EOYBookValueAmt |
| EOYFMV | $58,237,564 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $2,641 | $0 | $2,641 |
| BANK FEES | $99 | $0 | $99 |
| SUBSCRIPTIONS AND PUBLICATIONS | $2,342 | $0 | $2,342 |
| WEB HOSTING | $312 | $0 | $312 |
| OTHER | $2,308 | $0 | $2,308 |
| MEALS & ENTERTAINMENT | $1,607 | $0 | $1,607 |
| JASPER RIDGE DIVERSIFIED (TAX EXEMPT), LP | $0 | $402,234 | $0 |
| PROFESSIONAL DEVELOPMENT | $770 | $0 | $770 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JASPER RIDGE DIVERSIFIED (TAX EXEMPT), LP | Desc |
| Net Investment Income | $840,026 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,014,442 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $163,494 | BOYBookValueAmt |
| EOY Book Value | $304,920 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $23,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,900 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK AND SHEILA WOLFSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2885 SAND HILL ROAD SUITE 100 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $161,109 | $0 | $0 |
| PAYROLL TAXES | $27,793 | $0 | $27,793 |
| STATE TAXES | $24,152 | $0 | $24,152 |
| JASPER RIDGE DIVERSIFIED (TAX EXEMPT), LP-FOREIGN TAXES | $0 | $16,094 | $0 |
| UNRELATED BUSINESS INCOME TAX | $45,041 | $0 | $0 |
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