Civic Intelligence

Dhanam Foundation

990PF • Fiscal year 2024 • EIN 20-1914298

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 08, 2025

Organization Profile
3000 El Camino Real Ste 2-1000Palo Alto, CA 94306

(650) 313-2000

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2024 filings • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

2024 filings • $250M-$1B nonprofits • Source year 2024

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2024 filings • $250M-$1B nonprofits • Source year 2024

Asset Growth

44th percentile

4.5%

Faster asset growth than 44% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$254,200,286

Up $10,888,723 (+4.5%) from 2023

Net Assets

Up

$254,200,286

Up $10,888,723 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin83rd percentile

Revenue

Up

$36,287,243

Up $9,276,548 (+34%) from 2023

Expenses

Down

$25,398,520

Down $2,649,976 (-9.4%) from 2023

Net Income

Up

$10,888,723

Up $11,926,524 (+1149%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2024

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

Operations Trend

Revenue Growth81st 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

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, 2024 to Dec 31, 2024
Signed
Nov 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAVITARK R SHRIRAMPresident-$0--
VIDJEALATCHOUMY SHRIRAMTreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Dhanam Foundation
EIN
20-1914298
In Care Of
% ROSEWOOD FAMILY ADVISORS LLP
Phone
6503132000
Address
3000 EL CAMINO REAL STE 2-1000, PALO ALTO, CA 94306

Signing Officer

Name
Kavitark R Shriram
Title
President
Phone
6503132000
Signed
2025-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Rosewood Family Advisors LLP
Address
3000 El Camino Ste 2-1000, Palo Alto, CA 94306
Preparer
Cayce L Craven
Phone
6503132000
Raw XML AppendixShowing 400 of 925 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0832075
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0416038
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0416037
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0#2345 MANAGED FIXED INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1#5231 MANAGED FIXED INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02874684
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17949984
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02840811
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17684130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014170657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22176992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35710980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt419698208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt519260890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt623362007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75946696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014330281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22243280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36833407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4195039724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt537241235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt642946415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77773912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0#9966 MANAGED MUTUAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1#4535 MANAGED SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2#1396 MANAGED SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3#8784/#3818 MANAGED SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4#7641 MANAGED SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5#7636 MANAGED SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6#7602 MANAGED SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7#7631 MANAGED SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SEE STATEMENT A ATTACHED
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt029755453
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt029343254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0221087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12181839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2182197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31323619
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41274030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt677248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7327883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8605231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93820977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10759834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11719447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12281462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1397834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15152270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt163934823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt171561855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt181268037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191153614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20660053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211118481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22518236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23813997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24500567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251293061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt261181601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2710893686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2811247629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt296675065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt302477602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31184348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32595098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt331422651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt346440319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt352055538
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36959380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt371227680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt381759507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39280803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40609320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41518088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42234196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt431364116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt441044436
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45401027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt462490954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4725913653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt481640719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt491404549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt503805310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt512381021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52179684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt535489418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GLOBAL DISTR/AIP OPP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MCA (US)/MSCP V OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FORTRESS CREDIT OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MAKENA PEF II & MAKENA CCA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AIP LMF II/PREM/CUSTOM/ARTISAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MOUNT KELLET CAPITAL PARTNR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SIXTH STREET OPP PARTNERS II-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MAKENA PRIVATE EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VINTAGE IX B OFFSHORE SCSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MAVERICK VENTURES INV FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SINOVATION IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11NHCP VI NON US WEALTH MGT FEED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12CARLYLE ENERGY CR OPP II OFF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VINTAGE VII OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PRIVATE MIDDLE MARKET CR LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VINTAGE VII AIV OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GENERAL ATLANTIC PRTN(BERMUDA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GENERAL ATLANTIC PRTN 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GENERAL ATLANTIC (AIV-1B)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19NH TACTICAL VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20NH TV FEEDER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21CHINA-US ICPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22GS PRIVATE MIDDLE MARKET CR II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VINTAGE VIII OFFSHORE SCSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24TPG TECH ADJ CAYMAN AIV I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25TPG TECH ADJACENCIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26THE BARING ASIA PRIVATE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27MAKENA PERPETUAL VENTURE CAPIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28MAKENA PERPETUAL PRIVATE EQUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29MAKENA PERPETUAL US REAL ESTAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30BOND CAPITAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31NORTH HAVEN TV FUND (AIV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32MONARCH V SELECT OPP/MT KELLET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33NARYA CAPITAL FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34JUNIPER HILL CAPITAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35THE RISE FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36THE RISE FUND II SF AIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37DCVC BIO II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38NH CAPITAL PARTNERS VII WM FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39TPG TECH ADJACENCIES SF AIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40TPG TECH ADJACENCIES SF AIV I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41TPG TECH ADJACENCIES DE AIV I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42BXLS V/STRATEGIC PTNRS OFFSHOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43THE RISE FUND II DE AIV I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44SR ONE CAPITAL FUND II-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45PEAR VENTURES II EXPANSION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46BOND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47SCHF USTE/RISE FUND II CAYFIR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48TPG TECH ADJACENCIES II ACCESS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49GALVANIZE INNOVATION & EXPANSI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50BOND III/BPEA PEF VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51HAVELI INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52CAMPAN VII AIV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53SEQUOIA CAPITAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0149487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13155501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2224365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31649620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt431985765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt612596
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7181578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8947579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt99378122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101082207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111220487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12360564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132047221
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15202205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt163740624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt171310773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt181053864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191263513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20677257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211641910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22741274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231796916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24312608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252203179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt262643724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2715312591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2816028827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt296474692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt304376251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31111652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32912366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt331978429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt346823606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt352753559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt361006595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt371306667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt382692705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39536431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40872100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41557233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt421409763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt432569591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt441019412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45316086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt462436224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4729579958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt481973720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt491533567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt504581086
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512443306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52179684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt535585070
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04373211
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt038573
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt015531848
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0521528
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0608355
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd019
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0211080
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020513414
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0771181
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt021284595
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0416038
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0416037
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0832075
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031327766
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020234833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020234833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt015002648
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04373211
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04411784
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010888723
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt069711211
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0380470
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0468097
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016053376
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031910563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02174214
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02424229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0608355
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0819435
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01339535
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01339535
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt088513
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt099751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020650871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04398769
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt025398520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036309332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt036287243
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0416038
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04398769
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05163687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028492074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113177509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028090741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-489581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3425878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt028112921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-500919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3425878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt056604995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112676590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3425878
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/PropertyDesc2DISPOSAL OF MOUNT KELLET CAP PARTNERS II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DISPOSAL OF GS PMMC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031327766
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010888723
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0254200286
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0243311563
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0254200286
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024017331
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024017331
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024017331
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024460888
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0443557
IRS990PF/DistributableAmountGrp/TotalTaxAmt0443557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0261360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0304917
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0400000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0443557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0261360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0443557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0443557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0704917
IRS990PF/FMVAssetsEOYAmt0535199214
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04173665
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03568655
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03568655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07520854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010824668
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010524941
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt098912695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt090326430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0306408254
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0107654131
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0119725080
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0185354110
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0254200286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0254200286
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0535199214
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0254200286
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0243311563
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0254200286
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025050218
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt029755453
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt029343254
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0496667785
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03597679
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0319773537
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07450017
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0173296569
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024460888
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0489217768
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0496667785
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ROSEWOOD FAMILY ADVISORS LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0797075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0TAX, ACCTG & INV MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt03000 EL CAMINO REAL STE 2-1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094306
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/AddressLine1Txt03000 EL CAMINO REAL STE 2-1000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13000 EL CAMINO REAL STE 2-1000
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/ZIPCd094306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194306
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt020650871
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt020650871
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,200,286
Liabilities
$0
Net assets
$254,200,286
Revenue
$36,287,243
Expenses
$25,398,520
Net income
$10,888,723
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