Civic Intelligence

Dhanam Foundation

990PF • 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

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

28th percentile

-3.8%

Higher net margin than 28% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

26th percentile

-0.4%

Faster asset growth than 26% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$243,311,563

Down $1,037,801 (-0.4%) from 2022

Net Assets

Down

$243,311,563

Down $1,037,801 (-0.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin28th percentile

Revenue

Up

$27,010,695

Up $14,739,242 (+120%) from 2022

Expenses

Up

$28,048,496

Up $1,044,227 (+3.9%) from 2022

Net Income

Up

-$1,037,801

Up $13,695,015 (+93%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2023

Assets$243,311,563
Liabilities$0
Net Assets$243,311,563
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2023

Revenue$27,010,695
Expenses$28,048,496
Net Income-$1,037,801
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAVITARK R SHRIRAMPresident-$0--
VIDJEALATCHOUMY SHRIRAMTreasurer/Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL PHILANTHROPIC TRUSTGENERAL CHARITABLE PURPOSEPCJENKINTOWN, PA, US$16,000,000
Paid GrantAFRICAN PARKS FOUNDATION OF AMERICARESTORATION OF SINIAKA-MINIA AND ASSESSMENT OF BAZARUTO NATIONAL PARKPCNEW YORK, NY, US$1,083,500
Paid GrantEXPLORATORIUMTO SUPPORT THE STABILITY AND REVITALIZATION FUNDPCSAN FRANCISCO, CA, US$1,000,000
Paid GrantTHE BARACK OBAMA FOUNDATIONUS LEADERS PROGRAMPCCHICAGO, IL, US$1,000,000
Paid GrantTHE MONTEREY BAY AQUARIUMTO SUPPORT THE SEA OTTER RESCUE AND REHABILITATION PROGRAMPCMONTEREY, CA, US$500,000
Paid GrantCONSERVATION INTERNATIONALHINEMOANA HALO PROJECTPCARLINGTON, VA, US$500,000
Paid GrantANITABORGKAMALA SCHOLARS PROGRAMPCSAN MATEO, CA, US$460,000
Paid GrantIIT MADRAS FOUNDATIONMERIT SCHOLARSHIP PROGRAMPCCUPERTINO, CA, US$350,000
Paid GrantMAGIC BUS USAEMPLOYABILITY EDUCATION PROGRAM IN TAMIL NADUPCHOUSTON, TX, US$300,000
Paid GrantUNIVERSITY OF SOUTHERN CALIFORNIAGRADUATE STUDENT SUPPORTPCLOS ANGELES, CA, US$270,000
Paid GrantCOLLEGE TRACKIN SUPPORT OF GENERAL OPERATIONSPCOAKLAND, CA, US$250,000
Paid GrantINSTITUTE FOR FINANCIAL MANAGEMENT AND RESEARCHIN SUPPORT OF GENERAL OPERATIONSPCCHENNAI, TAMIL NADU, IN$200,000
Paid GrantINDIA COMMUNITY CENTERIN SUPPORT OF GENERAL OPERTAIONSPCMILPITAS, CA, US$100,000
Paid GrantMAKERGHAT USAIGNITE PROGRAMPCDECATUR, GA, US$60,100
Paid GrantPROPUBLICAIN SUPPORT OF GENERAL OPERATIONSPCNEW YORK, NY, US$25,000
Paid GrantSAN FRANCISCO-MARIN FOOD BANKGENERAL OPERATING SUPPORT FUNDPCSAN FRANCISCO, CA, US$25,000
Paid GrantASIAN ART MUSEUM FOUNDATIONFUND-A-NEED PLATFORMPCSAN FRANCISCO, CA, US$25,000
Paid GrantSTANFORD UNIVERSITYTO SUPPORT THE HEALTH CARE PARTNERS FUNDPCSTANFORD, CA, US$25,000
Paid GrantSECOND HARVEST FOOD BANKIN SUPPORT OF GENERAL OPERATIONSPCSAN JOSE, CA, US$25,000
Paid GrantINDIASPORAFOUNDERS CIRCLEPCSAN FRANCISCO, CA, US$25,000
Paid GrantEXPLORATORIUMEXPLAINERS PROGRAM & PARTY AT THE PIERS: DISCOVERYPCSAN FRANCISCO, CA, US$25,000
Paid GrantKUKIO HOOMANA FUNDIN SUPPORT OF GENERAL OPERATIONSPCKAILUA KONA, HI, US$25,000
Paid GrantMAITRIMAITRI GALAPCSANTA CLARA, CA, US$25,000
Paid GrantHAMILTON FAMILIESIN SUPPORT OF GENERAL OPERATIONSPCSAN FRANCISCO, CA, US$20,000
Paid GrantSACRED HEART COMMUNITY SERVICEIN SUPPORT OF GENERAL OPERATIONSPCSAN JOSE, CA, US$15,000
Paid GrantTHE MARSHALL PROJECTIN SUPPORT OF GENERAL OPERATIONSPCNEW YORK, NY, US$10,000
Paid GrantAMERICAN CIVIL LIBERTIES UNION FOUNDATIONIN SUPPORT OF GENERAL OPERATIONSPCSAN FRANCISCO, CA, US$10,000
Paid Grant18 REASONSIN SUPPORT OF GENERAL OPERATIONSPCSAN FRANCISCO, CA, US$10,000
Paid GrantPUENTE DE LA COSTA SURTO SUPPORT PUENTE'S 2023 END OF YEAR CAMPAIGNPCPESCADERO, CA, US$10,000
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22CHINA-US ICPP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43BXLS V/STRATEGIC PTNRS OFFSHOR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40587744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411544650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42503232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt431472745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442247103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45566360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46323441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt472361905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt491421617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50836362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt511165109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5219554499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53402827
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04695873
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt052149
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011874691
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0221329
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0136235
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd019
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-5261
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016706799
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0268217
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016975016
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0348200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0348200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0696400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012558182
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022373600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022373600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010035679
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04695873
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04748022
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1037801
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt077675485
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0384167
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0488458
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012096020
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012679469
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02127634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02231517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0136235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0130974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01764131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01764131
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt086689
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0494390
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt022721800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04710821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028048496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017390290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt027010695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0348200
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04710821
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05674896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt018467959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149219795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-174869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110768605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt225617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-282208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110244322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt225617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018185751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159464117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY-TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MAKENA CONTINGENT CAPITAL ACCOUNT - SEC 731(A) GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012558182
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1037801
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0243311563
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0244349364
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0243311563
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021236630
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021236630
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021236630
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt021412875
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0176245
IRS990PF/DistributableAmountGrp/TotalTaxAmt0176245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0304917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0481162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0176245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0304917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0176245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0176245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0481162
IRS990PF/FMVAssetsEOYAmt0456439446
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05662289
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04173665
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04173665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt013766591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07520854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07117352
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0106429392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt098912695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0259261877
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt095304229
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0107654131
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0161239028
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0244349364
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0244349364
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0456439446
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0244349364
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0244349364
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt023186863
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025050218
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt024647524
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0434779179
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04703993
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0274097369
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06521688
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0155977817
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021412875
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0428257491
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0434779179
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROSEWOOD FAMILY ADVISORS LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0670700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TAX, ACCTG & INV MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02475 HANOVER STREET SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KAVITARK R SHRIRAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1VIDJEALATCHOUMY SHRIRAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02475 HANOVER STREET SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12475 HANOVER STREET SUITE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194304
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt022721800

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,311,563
Liabilities
$0
Net assets
$243,311,563
Revenue
$27,010,695
Expenses
$28,048,496
Net income
-$1,037,801
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
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