Civic Intelligence

Dhanam Foundation

990T • Fiscal year 2023 • EIN 20-1914298

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
2475 Hanover Street Suite 100Palo Alto, CA 94304

(650) 313-2000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $156,562,903Liabilities 2011: $02011Assets 2012: $193,089,148Liabilities 2012: $02012Assets 2013: $208,332,240Liabilities 2013: $02013Assets 2014: $226,325,937Liabilities 2014: $02014Assets 2015: $233,772,431Liabilities 2015: $02015Assets 2019: $240,486,978Liabilities 2019: $0Net Assets 2019: $240,486,9782019Assets 2020: $230,675,563Liabilities 2020: $215,298Net Assets 2020: $230,460,2652020Assets 2021: $259,082,180Liabilities 2021: $0Net Assets 2021: $259,082,1802021Assets 2022: $244,349,364Liabilities 2022: $0Net Assets 2022: $244,349,3642022Assets 2023: $243,311,563Liabilities 2023: $0Net Assets 2023: $243,311,5632023Assets 2024: $254,200,286Liabilities 2024: $0Net Assets 2024: $254,200,2862024

Latest loaded filing

2024

Assets$254,200,286
Liabilities$0
Net Assets$254,200,286
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $4,647,549Expenses 2011: $8,653,856Net Income 2011: -$4,006,3072011Revenue 2012: $46,780,607Expenses 2012: $10,254,362Net Income 2012: $36,526,2452012Revenue 2013: $29,778,488Expenses 2013: $14,823,465Net Income 2013: $14,955,0232013Revenue 2014: $26,558,882Expenses 2014: $8,565,185Net Income 2014: $17,993,6972014Revenue 2015: $21,318,470Expenses 2015: $14,959,824Net Income 2015: $6,358,6462015Revenue 2019: $22,546,620Expenses 2019: $19,897,739Net Income 2019: $2,648,8812019Revenue 2020: $4,955,250Expenses 2020: $15,565,666Net Income 2020: -$10,610,4162020Revenue 2021: $48,734,246Expenses 2021: $21,283,731Net Income 2021: $27,450,5152021Revenue 2022: $12,271,453Expenses 2022: $27,004,269Net Income 2022: -$14,732,8162022Revenue 2023: $27,010,695Expenses 2023: $28,048,496Net Income 2023: -$1,037,8012023Revenue 2024: $36,287,243Expenses 2024: $25,398,520Net Income 2024: $10,888,7232024

Latest loaded filing

2024

Revenue$36,287,243
Expenses$25,398,520
Net Income$10,888,723
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Dhanam Foundation
EIN
20-1914298
In Care Of
% ROSEWOOD FAMILY ADVISORS LLP
Phone
6503132000
Address
2475 HANOVER STREET SUITE 100, PALO ALTO, CA 94304

Signing Officer

Name
Kavitark R Shriram
Title
President
Phone
6503132000
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Family Advisors LLP
Address
2475 Hanover Street Ste 100, Palo Alto, CA 94304
Preparer
Harvey L Armstrong
Phone
6503132000
Raw XML Appendix72 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROSEWOOD FAMILY ADVISORS LLP
IRS990T/BooksInCareOfDetail/PhoneNum06503132000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02475 HANOVER STREET SUITE 100
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Palo Alto
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094304
IRS990T/BookValueAssetsEOYAmt0243311563
IRS990T/EstimatedTaxPaymentsAmt050000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0200024
IRS990T/OverpaymentSection/OverpaymentAmt0200024
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt00
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/PriorYearOverpaymentCreditAmt0161713
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt056663
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt056663
IRS990TScheduleA/TotUnrltTrdBusIncmAmt056663
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS - QPI
IRS990TScheduleA/UBIBeforeNOLDedAmt056663
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt056663
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt011689
IRS990T/TaxLessCreditsAmt011689
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0211713
IRS990T/TotalTaxAmt011689
IRS990T/TotalTaxComputationAmt011689
IRS990T/TotalUBTIAmt055663
IRS990T/TotalUBTIBeforeNOLSpecificAmt056663
IRS990T/TotalUBTIBeforeSection199AAmt056663
IRS990T/TotalUBTIComputedAmt056663
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAVITARK R SHRIRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06503132000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DHANAM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DHAN
ReturnHeader/Filer/EIN0201914298
ReturnHeader/Filer/InCareOfNm0% ROSEWOOD FAMILY ADVISORS LLP
ReturnHeader/Filer/PhoneNum06503132000
ReturnHeader/Filer/USAddress/AddressLine1Txt02475 HANOVER STREET SUITE 100
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824430307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosewood Family Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02475 Hanover Street Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06503132000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harvey L Armstrong
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-13T11:06:39-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$254$0.00$254$36.3$25.4$10.9
2023Detailed filing. Detailed filing data is available for this year.$243$0.00$243$27.0$28.0$1.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$244$0.00$244$12.3$27.0$14.7
2021Detailed filing. Detailed filing data is available for this year.$259$0.00$259$48.7$21.3$27.5
2020Detailed filing. Detailed filing data is available for this year.$231$0.22$230$4.96$15.6$10.6
2019Detailed filing. Detailed filing data is available for this year.$240$0.00$240$22.5$19.9$2.65
2015Summary only. Only limited summary data is available for this year.$234$0.00$21.3$15.0$6.36
2014Summary only. Only limited summary data is available for this year.$226$0.00$26.6$8.57$18.0
2013Summary only. Only limited summary data is available for this year.$208$0.00$29.8$14.8$15.0
2012Summary only. Only limited summary data is available for this year.$193$0.00$46.8$10.3$36.5
2011Summary only. Only limited summary data is available for this year.$157$0.00$4.65$8.65$4.01