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← JASPER RIDGE CHARITABLE FUND

Form 990 for tax year 2022

Filed by JASPER RIDGE CHARITABLE FUND.

Totals

Total revenue
$63,705,519
Total expenses
$1,324,350,743
Contributions and grants received
$63,158,439
Grants paid
$1,323,433,196
Program service revenue
$0
Investment income
-$539,424
Other revenue
$1,086,504
Total assets, end of year
$4,335,338
Total liabilities, end of year
$4,335,338
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$1,323,433,196
Management and general expenses
$917,547
Fundraising expenses
$0
Program service expenses (Part III)
$1,323,433,196

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $63,158,439

  • 1g · Noncash contributions included above

    $63,158,439

  • 3 · Investment income

    total $226,627 · unrelated business $648,680 · excluded -$422,053

  • 7a · Gross sales of assets other than inventory

    securities $67,532,597

  • 7b · Less cost or other basis and sales expenses

    securities $68,298,648

  • 7c · Gain or loss

    securities -$766,051

  • 7d · Net gain or loss

    total -$766,051 · unrelated business $431,198 · excluded -$1,197,249

  • 11a · Other revenue: OTHER MISC INCOME

    total $687,097 · excluded $687,097

  • 11b · Other revenue: 2022 990-T FED REFUND

    total $399,407 · excluded $399,407

  • 11e · Other revenue, total

    $1,086,504

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,323,433,196 · program services $1,323,433,196

  • 11b · Fees: legal

    total $318,211 · management and general $318,211

  • 11c · Fees: accounting

    total $230,408 · management and general $230,408

  • 11f · Fees: investment management

    total $12,459 · management and general $12,459

  • 13 · Office expenses

    total $11,089 · management and general $11,089

  • 19 · Conferences, conventions and meetings

    total $301 · management and general $301

  • 23 · Insurance

    total $30,917 · management and general $30,917

  • 24a · Other expenses: ESTIMATED TAXES PAID

    total $232,049 · management and general $232,049

  • 24b · Other expenses: STATE TAXES PAID

    total $79,582 · management and general $79,582

  • 24c · Other expenses: STATE FILING FEES

    total $1,955 · management and general $1,955

  • 24e · All other expenses

    total $576 · management and general $576

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $91,463 · end of year $7,296

  • 2 · Savings and temporary cash investments

    beginning of year $2,471,517 · end of year $2,675,196

  • 4 · Accounts receivable

    end of year $399,407

  • 11 · Investments: publicly traded securities

    beginning of year $6,630,069

  • 12 · Investments: other securities

    beginning of year $1,419,668,669

  • 15 · Other assets

    beginning of year $0 · end of year $1,253,439

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $210,144

  • 18 · Grants payable

    end of year $4,125,194

  • 25 · Other liabilities

    beginning of year $560,038 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,428,301,680 · end of year $0

Mission and programs · 2022

Mission

EXPANDING PHILANTHROPIC IMPACT OF DONORS BY SUPPORTING AND SIMPLIFYING CHARITABLE GIVING AND BY PROMOTING AWARENESS OF OPPORTUNITIES TO IMPROVE SOCIAL WELFARE THROUGH CHARITABLE GRANTS AND IMPACT INVESTMENTS.

Activities or mission (Part I)

SEE SCHEDULE O

  • JRCF ACHIEVES ITS MISSION PRIMARILY THROUGH ADMINISTERING DONOR ADVISED FUNDS (DAFS). JRCF ACCEPTS CONTRIBUTIONS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS, PARTNERSHIPS, TRUSTS, AND ESTATES, WHICH ARE USED TO FUND DAFS MAINTAINED BY THE ORGANIZATION. DONATED FUNDS WILL BE INVESTED IN A VARIETY OF MUTUAL FUNDS, ETFS AND PARTNERSHIPS DESIGNED TO ALLOW FOR THE LIQUIDITY NECESSARY TO SUPPORT REGULAR GRANTMAKING. ALTHOUGH ALL CONTRIBUTIONS ARE SUBJECT TO THE EXCLUSIVE LEGAL AUTHORITY AND CONTROL OF JRCF, DONOR ADVISORS MAY RECOMMEND CONTRIBUTIONS TO QUALIFIED RECIPIENTS. JRCF REVIEWS EACH GRANT RECOMMENDATION TO ENSURE ALL DISTRIBUTIONS ARE EXCLUSIVELY FOR A CHARITABLE PURPOSE.

    Expenses $1,323,433,196 · Grants $1,323,433,196

As filed on the 2022 return.

Listed in Part VII

  • Mark A Wolfson

    DIRECTOR, PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • George D Phipps

    DIRECTOR, VP - UNTIL 12/31/22

    Total calculated
    $0
    Hours/week
    1

  • Paul Brest

    DIRECTOR - UNTIL 12/31/22

    Total calculated
    $0
    Hours/week
    0.2

  • Russell B Hall

    DIRECTOR - UNTIL 12/31/22

    Total calculated
    $0
    Hours/week
    0.25

  • Deborah L Harmon

    DIRECTOR - UNTIL 12/31/22

    Total calculated
    $0
    Hours/week
    0.25

  • James M Patell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • B Howard Pearson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Rajesh Swaminathan

    CHIEF LEGAL OFF.,DIR.- FROM 12/31/22

    Total calculated
    $0
    Hours/week
    4

  • Nick Tandon

    ADMIN OFF., DIRECTOR - FROM 12/31/22

    Total calculated
    $0
    Hours/week
    1

  • Adan Araujo

    COMPLIANCE OFFICER

    Total calculated
    $0
    Hours/week
    1

  • Raymond Durham

    TREASURER

    Total calculated
    $0
    Hours/week
    0.4

  • Pamela Pavkov

    DIRECTOR OF GRANTS - UNTIL 11/15/22

    Total calculated
    $0
    Hours/week
    1

  • Shannon Kline

    DONOR-ADVISOR ADMIN OFFICER

    Total calculated
    $0
    Hours/week
    1

  • Patrick McGlinchey

    SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • Neha Dalal

    ADMIN OFFICER - FROM 11/15/22

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313149349304316

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