Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
APHORISM FOUNDATION
C/O REALIZE CPA LLP
Number and street (or P.O. box number if mail is not delivered to street address)220 JACKSON STREET FLOOR 2
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94111
A Employer identification number

46-4347021
B Telephone number (see instructions)

(415) 362-5990
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,051,825,346
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 21,033,302
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 12,014,749 12,014,749  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,206,463
b Gross sales price for all assets on line 6a 145,975,373
7 Capital gain net income (from Part IV, line 2)... 27,917,041
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 0 19,964,653  
12 Total. Add lines 1 through 11........ 59,254,514 59,896,443  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 156,643 156,643   0
b Accounting fees (attach schedule)....... 193,890 193,890   0
c Other professional fees (attach schedule).... 369,225 369,225   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,447,338 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 34,377 34,382   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,201,473 754,140   0
25 Contributions, gifts, grants paid....... 55,144,755 55,144,755
26 Total expenses and disbursements. Add lines 24 and 25 61,346,228 754,140   55,144,755
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,091,714
b Net investment income (if negative, enter -0-) 59,142,303
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 81,751,498 67,093,974 67,093,974
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 186,763,214 Click to see attachment
List of Attached Documents:
// Content
169,484,784
169,484,784
b Investments—corporate stock (attach schedule)....... 26,847 Click to see attachment
List of Attached Documents:
// Content
1,888,922
1,888,922
c Investments—corporate bonds (attach schedule)....... 129,392,995 Click to see attachment
List of Attached Documents:
// Content
123,894,525
123,894,525
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 645,626,110 Click to see attachment
List of Attached Documents:
// Content
685,333,524
685,333,524
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,782,180
Click to see attachment
List of Attached Documents:
// Content
4,129,617
Click to see attachment
List of Attached Documents:
// Content
4,129,617
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,051,342,844 1,051,825,346 1,051,825,346
Liabilities 17 Accounts payable and accrued expenses.......... 43,725 3,173
18 Grants payable................. 6,481,862 4,686,852
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
2,614,769
23 Total liabilities (add lines 17 through 22)......... 6,525,587 7,304,794
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,044,817,257 1,044,520,552
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,044,817,257 1,044,520,552
30 Total liabilities and net assets/fund balances (see instructions). 1,051,342,844 1,051,825,346
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,044,817,257
2
Enter amount from Part I, line 27a .....................
2
-2,091,714
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,795,009
4
Add lines 1, 2, and 3 ..........................
4
1,044,520,552
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,044,520,552
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a VARIOUS BROKERAGE ACCOUNTS P 2022-12-31  
b ALTERNATIVE INVESTMENTS P 2022-12-31  
c VARIOUS INVESTMENTS P 2022-12-31  
d VARIOUS BROKERAGE ACCOUNTS D 2022-12-31  
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 71,459,986   75,577,909 -4,117,923
b 23,865,943   28,282,407 -4,416,464
c 11,099,425   11,099,425 0
d 39,550,019   3,098,591 36,451,428
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -4,117,923
b       -4,416,464
c       0
d       36,451,428
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 27,917,041
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 822,078
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 822,078
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 822,078
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 757,777
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 250,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,007,777
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 15,209
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 170,490
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow170,490 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA, DE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowREALIZE CPA LLP Telephone no.right arrow (415) 362-5990

Located atright arrow220 JACKSON STREET FLOOR 2SAN FRANCISCOCA ZIP+4right arrow94111
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
REID HOFFMAN PPRES/TREAS/DIR
1.00
0 0 0
220 JACKSON STREET FLOOR 2
SAN FRANCISCO,CA94111
FRANK F HUANG SECRETARY
1.00
0 0 0
220 JACKSON STREET FLOOR 2
SAN FRANCISCO,CA94111
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
REALIZE CPA LLP ACTG & TAX SERVICES 150,000
220 JACKSON STREET FLOOR 2
SAN FRANCISCO,CA94111
CORIENT INVESTMENT SERVICES 107,667
1550 EL CAMINO REAL SUITE 200
MENLO PARK,CA94025
ADLER & COLVIN LEGAL SERVICES 80,543
135 MAIN STREET 20TH FLOOR
SAN FRANCISCO,CA94105
FREELAND COOPER & FOREMAN LLP LEGAL SERVICES 76,100
101 MISSION STREET SUITE 1000
SAN FRANCISCO,CA94105
MOSS ADAMS LLP ACCOUNTING SERVICES 43,890
101 2ND STREET 900
SAN FRANCISCO,CA94105
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
319,990,275
b
Average of monthly cash balances.......................
1b
69,115,611
c
Fair market value of all other assets (see instructions)................
1c
676,512,369
d
Total (add lines 1a, b, and c).........................
1d
1,065,618,255
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,065,618,255
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,984,274
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,049,633,981
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
52,481,699
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
52,481,699
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
822,078
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
26,717
c
Add lines 2a and 2b............................
2c
848,795
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
51,632,904
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
51,632,904
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
51,632,904
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
55,144,755
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
55,144,755
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 51,632,904
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 32,360,518
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 55,144,755
a Applied to 2022, but not more than line 2a 32,360,518
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 22,784,237
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
28,848,667
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
REID HOFFMAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AMERICAN FRIENDS OF LIBI

2001 BEACON STREET UNIT 107
BRIGHTON,MA02135
  PC GENERAL SUPPORT 1,000,000

ASSOCIATION OF MARSHALL SCHOLARS INC

67 35TH STREET UNIT B-513
BROOKLYN,NY11232
  PC GENERAL SUPPORT 538,143

AUREALIA INSTITUTE INC

486 GREEN STREET
CAMBRIDGE,MA02139
  PC GENERAL SUPPORT 1,000,000

B LAB COMPANY

PO BOX 37635 PMB 28400
PHILADELPHIA,PA19101
  PC GENERAL SUPPORT 1,000,000

BROWN UNIVERSITY

BOX 1860
PROVIDENCE,RI02912
  PC GENERAL SUPPORT 250,000

CENTER OF COMPLEX INTERVENTIONS

15 WALNUT STREET SUITE 150
WELLESLEY,MA02481
  PC GENERAL SUPPORT 1,725,000

CENTER ON RURAL INNOVATION

PO BOX 392
HARTLAND,VT05048
  PC GENERAL SUPPORT 1,000,000

CHOOSE LOVE INC

45 WEST 36TH STREET 6TH FLOOR
NEW YORK,NY10018
  PC GENERAL SUPPORT 300,000

COMPUTER HISTORY MUSEUM

1401 N SHORELINE BLVD
MOUNTAIN VIEW,CA94043
  PC GENERAL SUPPORT 500,000

CORTICO CORPORATION

75 AMHERST STREET E14-526
CAMBRIDGE,MA02139
  PC GENERAL SUPPORT 1,000,000

CZ BIOHUB NETWORK

499 ILLINOIS STREET
SAN FRANCISCO,CA94158
  PC GENERAL SUPPORT 2,000,000

DAFFY CHARITABLE FUND

221 MAIN STREET 2061
LOS ALTOS,CA94023
  PC GENERAL SUPPORT 120,000

DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755
  PC GENERAL SUPPORT 699,500

ENDEAVOR GLOBAL INC

900 BROADWAY SUITE 301
NEW YORK,NY10003
  PC GENERAL SUPPORT 50,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
  PC GENERAL SUPPORT 200,000

FFWD

1004A OREILLY AVENUE
SAN FRANCISCO,CA94129
  PC GENERAL SUPPORT 1,250,000

FROM THE HEART PRODUCTIONS INC

1013 HARBOR BLVD
OXNARD,CA93035
  PC GENERAL SUPPORT 300,000

GEORGETOWN UNIVERSITY

100 OLD NORTH 37TH AND O STREETS NW
WASHINGTON,DC20057
  PC GENERAL SUPPORT 110,000

HIM FOR HER INC

1889 HARRISON STREET SUITE 741
OAKLAND,CA94612
  PC GENERAL SUPPORT 350,000

HYPOTHESIS FUND PBLLC

PO BOX 579
MERCER ISLAND,WA98040
  PC GENERAL SUPPORT 1,175,000

LOCUS SCIENCE FICTION FOUNDATION

655 13TH STREET 100
OAKLAND,CA94612
  PC GENERAL SUPPORT 50,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVENUE BUILDING
4-204
CAMBRIDGE,MA021394307
  PC GENERAL SUPPORT 1,840,000

NEW AMERICA FOUNDATION

1899 L STREET NW SUITE 400
WASHINGTON,DC20036
  PC GENERAL SUPPORT 2,200,000

PROBABILISTIC COMPUTING FOUNDATION INC

43 VASAR STREET
CAMBRIDGE,MA02139
  PC GENERAL SUPPORT 14,500,000

SCIENCE AND TECHNOLOGY FUTURES INC

186 ALEWIFE BROOK PARKWAY UNIT 1228
CAMRBIDGE,MA02138
  PC GENERAL SUPPORT 500,000

SCIENCE FOR AMERICA INC

186 ALEWIFE BROOK PARKWAY NUMBER
1094
CAMBRIDGE,MA02138
  PC GENERAL SUPPORT 6,000,000

SECOND HARVEST FOOD BANK

4001 NORTH 1ST STREET
SAN JOSE,CA95134
  PC GENERAL SUPPORT 1,880,000

SECUREBIO INC

1 BROADWAY SUITE 13-100
CAMBRIDGE,MA02142
  PC GENERAL SUPPORT 1,160,000

THE LELAND STANFORD JUNIOR UNIVERSITY

326 GALVEZ STREET
STANFORD,CA94305
  PC GENERAL SUPPORT 10,000,000

UBI CHARITABLE INC

469 9TH STREET 2ND FLOOR
OAKLAND,CA94607
  PC GENERAL SUPPORT 1,000,000

UNIVERSITY OF TORONTO

27 KINGS COLLEGE CIRCLE
TORONTO    
CA
  PC GENERAL SUPPORT 339,172

UNIVERSITY OF WISCONSIN FOUNDATION

US BANK LOCKBOX 78807
MILWAUKEE,WI53278
  PC GENERAL SUPPORT 250,000

WOODWELL CLIMATE RESEARCH CENTER INC

149 WOODS HOLE ROAD
FALMOUTH,MA02540
  PC GENERAL SUPPORT 857,940
Total .................................right arrow 3a 55,144,755
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities .... 900099 190,952 14 11,823,797  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
900099 268,399 18 25,938,064  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 459,351 37,761,861 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
38,221,212
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
APHORISM FOUNDATION
C/O REALIZE CPA LLP
Employer identification number

46-4347021
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
APHORISM FOUNDATION
C/O REALIZE CPA LLP
Employer identification number
46-4347021
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
REID HOFFMAN
220 JACKSON STREET FLOOR 2
 
SAN FRANCISCO, CA94111

$ 2,835,563


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
REID HOFFMAN
220 JACKSON STREET FLOOR 2
 
SAN FRANCISCO, CA94111

$ 4,706,780


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
REID HOFFMAN
220 JACKSON STREET FLOOR 2
 
SAN FRANCISCO, CA94111

$ 2,555,938


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
REID HOFFMAN
220 JACKSON STREET FLOOR 2
 
SAN FRANCISCO, CA94111

$ 3,245,715


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
REID HOFFMAN
220 JACKSON STREET FLOOR 2
 
SAN FRANCISCO, CA94111

$ 3,263,100


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
REID HOFFMAN
220 JACKSON STREET FLOOR 2
 
SAN FRANCISCO, CA94111

$ 3,164,005


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
APHORISM FOUNDATION
C/O REALIZE CPA LLP
Employer identification number
46-4347021
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
REID HOFFMAN
220 JACKSON STREET FLOOR 2
 
SAN FRANCISCO, CA94111

$ 723,729


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
REID HOFFMAN
220 JACKSON STREET FLOOR 2
 
SAN FRANCISCO, CA94111

$ 538,472


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
APHORISM FOUNDATION
C/O REALIZE CPA LLP
Employer identification number

46-4347021
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
17,827 SHARES OF SNOWFLAKE, INC. $ 2,835,563 2023-02-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
33,130 SHARES OF SNOWFLAKE INC. $ 4,706,780 2023-03-06
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
18,067 SHARES OF SNOWFLAKE, INC. $ 2,555,938 2023-03-21
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
18,530 SHARES OF SNOWFLAKE, INC. $ 3,245,715 2023-05-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
18,814 SHARES OF SNOWFLAKE, INC. $ 3,263,100 2023-06-13
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
33,771 SHARES OF DATADOG INC. $ 3,164,005 2023-08-22
Schedule B (Form 990) (2023)
Name of organization
APHORISM FOUNDATION
C/O REALIZE CPA LLP
Employer identification number

46-4347021
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
7
4,721 SHARES OF SNOWFLAKE, INC. $ 723,729 2023-08-29
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
8
10,286 SHARES OF GITLAB, INC. $ 538,472 2023-09-12
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
APHORISM FOUNDATION
C/O REALIZE CPA LLP
Employer identification number

46-4347021
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX PREPARATION FEES 193,890 193,890   0

TY 2023 DistributionFromCorpusElection
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Election:
PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), APHORISM FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: _____________________________NAME & TITLE: REID HOFFMAN,PRESIDENT

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Statement:
WA - THE FOUNDATION MADE NO CHARITABLE SOLICITATIONS IN WASHINGTON. DE - THE FOUNDATION HAD NO BUSINESS ACTIVITIES IN DELAWARE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 123,894,525 123,894,525

TY 2023 InvestmentsCorpStockSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 1,888,922 1,888,922

TY 2023 InvestmentsGovtObligationsSch
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
US Government Securities - End of Year Book Value:

169,484,784
US Government Securities - End of Year Fair Market Value:

169,484,784
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
06 - LUXOR CAPITAL PARTNERS OFFSHORE LTD, SERIES 2322-1 FMV 9,558 9,558
11 - ICONIQ ACCESS 37 LP FMV 3,753,331 3,753,331
12 - ICONIQ STRATEGIC PARTNERS II-B FMV 5,793,830 5,793,830
13 - PRIME FINANCE PARTNERS IV LP FMV 2,881 2,881
14 - DRAWBRIDGE SPECIAL OPPORTUNITIES OFFSHORE FUND LTD FMV 451,826 451,826
16 - CERBERUS ICQ OFFSHORE LEVERED FMV 17,319,690 17,319,690
17 - CAPRICORN HEALTHCARE & SPECIAL OPPORTUNITIES II LP FMV 2,530,954 2,530,954
27 - ENDEAVOR CATALYST II LP FMV 6,942,412 6,942,412
28 - THE RISE FUND (B) LP FMV 59,560,619 59,560,619
30 - BREAKTHROUGH ENERGY VENTURES FMV 18,293,229 18,293,229
31 - ICONIQ STRATEGIC PARTNERS III-B FMV 13,519,206 13,519,206
33 - NEO FUND 1.0 FMV 14,740,667 14,740,667
36 - IPI DATA CENTER PARTNERS FUND FMV 40,180,221 40,180,221
39 - RISE OF THE REST SEED FUND FMV 382,304 382,304
40 - SOUTH PARK COMMONS FUND FMV 13,321,278 13,321,278
41 - PEMBROKE TCM DULANEY FMV 3,614,381 3,614,381
42 - FRANKLIN TEMPLETON REAL ESTATE PARTNERS III FMV 8,449,685 8,449,685
43 - TPG GROWTH IV FOF FMV 1,228,922 1,228,922
44 - COMMON SENSE GROWTH FUND FMV 1,309,515 1,309,515
45 - ALTOS ROBLOX SPV 1 FMV 16,972,685 16,972,685
46 - NEOTENY 4 FMV 11,940,343 11,940,343
48 - LEADOUT CAPITAL FMV 1,188,978 1,188,978
49 - TOWNSEND REAL ESTATE ALPHA III FMV 18,935,308 18,935,308
52 - ICONIQ STRATEGIC PARTNERS IV FMV 36,852,757 36,852,757
53 - REINVENT CAPITAL FUND FMV 29,392,397 29,392,397
54 - CODA PROJECT FMV 28,526,037 28,526,037
55 - SPATIAL SYSTEMS FMV 162,245 162,245
56 - KASZEK VENTURES IV FMV 3,847,788 3,847,788
57 - KASZEK VENTURES OPPORTUNITY I FMV 4,826,925 4,826,925
58 - ENDEAVOR CATALYST III FMV 8,664,221 8,664,221
59 - RISE OF THE REST SEED FUND II FMV 288,936 288,936
60 - MIRACLE PLUS FUND I FMV 5,012,769 5,012,769
61 - THE RISE FUND II, LP FMV 12,641,133 12,641,133
62 - DURABLE CAPITAL OFFSHORE FUND FMV 53,575,711 53,575,711
63 - MIR PARTNERS, INC. FMV 999,999 999,999
64 - MOSAIC VENTURES INVESTORS FUND FMV 489,716 489,716
65 - WAZEE STREET OPP FUND V FMV 2,749,052 2,749,052
66 - CORI INNOVATION FUND, LLC FMV 936,176 936,176
67 - MITOLAB FMV 279,996 279,996
68 - ICONIQ STRATEGIC PARTNERS V-B FMV 19,325,795 19,325,795
69 - SORNAYBITA (ACP BARITE) FMV 23,769,883 23,769,883
71 - XYZ VENTURE CAPITAL FUND, LP FMV 2,700,124 2,700,124
72 - ADDITION ONE, LP FMV 12,068,238 12,068,238
73 - GREYLOCK 16 PRINCIPALS, LP FMV 10,745,350 10,745,350
74 - NEO FUND 2.0, LP FMV 4,770,280 4,770,280
75 - SABA CAPITAL CARRY NEUTRAL TAIL FMV 23,763,942 23,763,942
76 - ZIGG CAPITAL II, LP FMV 3,551,757 3,551,757
77 - ADDITION TWO, LP FMV 10,849,786 10,849,786
78 - GOBRANDS, INC. FMV 29,999,788 29,999,788
79 - ZIPLINE INTERNATIONAL FMV 1,999,986 1,999,986
80 - BRONZE VENTURE FUND II, LP FMV 1,717,347 1,717,347
82 - SORNAYLINK, LP FMV 74,353 74,353
83 - WORLDCOIN FMV 27,870,142 27,870,142
84 - MANARA, CO. FMV 100,000 100,000
86 - MORPHIMMUNE INC. FMV 2,739,737 2,739,737
87 - NEO OPPORTUNITIES FUND 1.1, LP FMV 979,247 979,247
89 - DURABLE CAPITAL OPP OFFSHORE FMV 16,270,725 16,270,725
90 - LEADOUT CPAITAL II, LP FMV 384,734 384,734
91 - XYZ VENTURE CAPITAL GO FASTER FUND, LP FMV 1,050,780 1,050,780
92 - NEO SPV 2.1, LP FMV 1,002,727 1,002,727
93 - HERETIC STUDIO FUND, LP FMV 1,219,297 1,219,297
94 - XYZ VENTURE CAPITAL FUND III, LP FMV 839,094 839,094
95 - UNDETERRED CAPITAL, LP FMV 929,540 929,540
96 - DEMOSPHERE INTERNATIONAL FMV 25,000 25,000
97 - ENDEAVOR CATALYST IV, LP FMV 4,632,305 4,632,305
99 - TWINE VENTURES FUND I, LP FMV 330,763 330,763
100 - GALVANIZE I & E FUND I FMV 836,362 836,362
101 - WOVENEARTH FUND I, LP FMV 943,088 943,088
102 - WISDOM VENTURES FUND I LP FMV 75,000 75,000
103 - TPG RISE CLIMATE FOF FMV 5,995,129 5,995,129
104 - CLIMACTIC I, LP FMV 178,844 178,844
105 - GOTAB, INC. FMV 150,000 150,000
106 - THE RISE FUND III, LP FMV 1,545,066 1,545,066
107 - NEO FUND 3.0, LP FMV 649,576 649,576
108 - NEO 3.0 OPPORTUNITIES, LP FMV 645,035 645,035
110 - AURELIA FOUNDRY I, LP FMV 276,423 276,423
111 - BREVAN HOWARD WYRE SP FMV 9,092,886 9,092,886
113 - GREYLOCK 17 PRINCIPALS FMV 1,000,000 1,000,000
114 - SAGE AI LABS LLC FMV 2,500,000 2,500,000
115 - HERETIC ARCADE SPV 1, LLP FMV 987,437 987,437
116 - NOW MEDICA TOPCO, LLC FMV 5,000,000 5,000,000
117 - CORNERUP, INC. FMV 250,000 250,000
119 - CORI INNOVATION FUND II, LP FMV 112,189 112,189
120 - UNDETERRED CAPITAL II, LP FMV 214,590 214,590
121 - WORLD LABS TECHNOLOGIES, INC. FMV 500,000 500,000
NORTHERN TRUST HIGH YIELD CORPS FMV 29,033 29,033
NORTHERN TRUST MULTI SECTOR CRED FMV 954,465 954,465

TY 2023 LegalFeesSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 156,643 156,643   0


TY 2023 OtherAssetsSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
UNSETTLED INVESTMENT RECEIVABLE 575,930 0  
DEFERRED TAX ASSET 3,274,475 441,817 441,817
50 - RBP CATALYST FUND (PRI) 3,931,775 3,687,800 3,687,800
51 - OPENAI (PRI) 0 0 0


TY 2023 OtherExpensesSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE EXPENSE 32,922 32,922   0
LICENSES AND FEES 1,455 1,460   0


TY 2023 OtherIncomeSchedule2
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ALTERNATIVE INVESTMENTS 0 19,964,653 0


TY 2023 OtherIncreasesSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Description Amount
GRANTS PAYABLE 1,795,009


TY 2023 OtherLiabilitiesSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 0 2,614,769


TY 2023 OtherProfessionalFeesSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL ADVISORY FEES 369,225 369,225   0


TY 2023 SubstantialContributorsSch
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Name Address
REID HOFFMAN 220 JACKSON STREET FLOOR 2
SAN FRANCISCO,CA94111
MICHELLE YEE 220 JACKSON STREET FLOOR 2
SAN FRANCISCO,CA94111


TY 2023 TaxesSchedule
Name:
APHORISM FOUNDATION
 
C/O REALIZE CPA LLP
EIN:
46-4347021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX EXP - BOOKS 5,447,038 0   0
BUSINESS TAXES AND FEES 300 0   0