Civic Intelligence

Wadhwani Operating Foundation

990PF • Fiscal year 2023 • EIN 38-3840804

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
PO Box 1987Los Altos, CA 94023

(650) 946-2505

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.04x

Higher debt load relative to revenue than 13% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

95th percentile

58%

Higher net margin than 95% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

44th percentile

$518,999

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

53rd percentile

5.0%

Faster asset growth than 53% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

103%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$510,072,496

Up $24,210,674 (+5.0%) from 2022

Net Assets

Up

$508,321,216

Up $25,418,084 (+5.3%) from 2022

Liabilities

Down

$1,751,280

Down $1,207,410 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin95th percentile

Revenue

Up

$40,002,235

Up $20,335,006 (+103%) from 2022

Expenses

Up

$16,670,828

Up $582,909 (+3.6%) from 2022

Net Income

Up

$23,331,407

Up $19,752,097 (+552%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$600M$400M$200M$0-$200MAssets 2012: $55,496,256Liabilities 2012: $261,1832012Assets 2013: $57,105,571Liabilities 2013: $1,707,691Net Assets 2013: $55,397,8802013Assets 2014: $71,041,780Liabilities 2014: $1,095,1382014Assets 2015: $131,269,539Liabilities 2015: $2,336,0542015Assets 2017: $252,884,193Liabilities 2017: $3,764,581Net Assets 2017: $249,119,6122017Assets 2018: $254,317,038Liabilities 2018: -$2,182,254Net Assets 2018: $256,499,2922018Assets 2019: $269,722,848Liabilities 2019: -$1,866,505Net Assets 2019: $271,589,3532019Assets 2020: $327,399,593Liabilities 2020: -$607,138Net Assets 2020: $328,006,7312020Assets 2021: $477,760,917Liabilities 2021: -$423,127Net Assets 2021: $478,184,0442021Assets 2022: $485,861,822Liabilities 2022: $2,958,690Net Assets 2022: $482,903,1322022Assets 2023: $510,072,496Liabilities 2023: $1,751,280Net Assets 2023: $508,321,2162023Assets 2024: $556,100,078Liabilities 2024: $988,614Net Assets 2024: $555,111,4642024

Highlighted filing

2023

Assets$510,072,496
Liabilities$1,751,280
Net Assets$508,321,216
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2012: $14,379,308Expenses 2012: $983,677Net Income 2012: $13,395,6312012Revenue 2013: $334,522Expenses 2013: $2,057,167Net Income 2013: -$1,722,6452013Revenue 2014: $15,250,036Expenses 2014: $2,658,213Net Income 2014: $12,591,8232014Revenue 2015: $65,149,928Expenses 2015: $6,059,987Net Income 2015: $59,089,9412015Revenue 2017: $79,545,795Expenses 2017: $13,087,044Net Income 2017: $66,458,7512017Revenue 2018: $11,549,092Expenses 2018: $7,054,713Net Income 2018: $4,494,3792018Revenue 2019: $25,631,964Expenses 2019: $9,583,248Net Income 2019: $16,048,7162019Revenue 2020: $65,339,394Expenses 2020: $8,572,681Net Income 2020: $56,766,7132020Revenue 2021: $165,784,327Expenses 2021: $15,432,280Net Income 2021: $150,352,0472021Revenue 2022: $19,667,229Expenses 2022: $16,087,919Net Income 2022: $3,579,3102022Revenue 2023: $40,002,235Expenses 2023: $16,670,828Net Income 2023: $23,331,4072023Revenue 2024: $21,438,344Expenses 2024: $15,943,614Net Income 2024: $5,494,7302024

Highlighted filing

2023

Revenue$40,002,235
Expenses$16,670,828
Net Income$23,331,407
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AJAY KELAExecutive DirectorFT$507,917$11,082$518,999
ROMESH T WADHWANIPresident/CEO/Director-$0--
KATHLEEN E WADHWANISecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Wadhwani Operating Foundation
EIN
38-3840804
Phone
6509462505
Address
PO BOX 1987, LOS ALTOS, CA 94023

Signing Officer

Name
Romesh Wadhwani
Title
Director
Phone
6509462532
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
333 BUSH STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Sabrina a Chin
Phone
4157642718
Raw XML AppendixShowing 400 of 832 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/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt054032
AccountingFeesSchedule/AccountingFeesDetail/Amt10
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES - TAX
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING FEES - AUDIT
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt017041
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt017041
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02023-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12023-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22023-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32023-01-01
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt014174
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt11475
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt232
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt3235
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt037352
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt12353
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt296
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3235
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt014174
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11475
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt232
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3235
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt15.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt25.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt03350
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0COMPUTER & COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1CAMERA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2PRINTER ,LCD & HEADSET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3VIDEO EQUIPMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024384160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16058964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23472891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32050547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt411495989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52900522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt623930096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt73091338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt86336396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93766745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101472783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119191578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt123591826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14504782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15246880881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1610159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt178907679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18701354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1942354283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2026650083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2122860856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ADAMS STREET CO-INVEST IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AG DIRECT LENDING FUND III, L.P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CAPIP GUIDESPARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CORRUM CAPITAL GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIXED INCOME BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FLEX CAPITAL GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GUAGE CAPITAL III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7GUARDIAN POINT LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8HERITAGE HEALTHCARE INNOVATION FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ICAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ICONIQ STRATEGIC PARTNERS VII-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11IRON PILLAR FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12IRON PILLAR SKILL-LYNC (PCC CELL F)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13OTHER EQUITY SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SAI GROUP LLC (SYMPHONY EYC CAYMAN LTD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SCHF US, LP (SEQUOIA CAP HERITAGE FUND)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16TENNENBAUM OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17THINK INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18UNITUS SEED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VECTOR CAPITAL CREDIT OPPORTUNITY OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20WASPIRE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21RWIRI II HOLDCO LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024384160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16058964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23472891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32050547
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411495989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52900522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623930096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt73091338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt86336396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93766745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101472783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119191578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123591826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14504782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15246880881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1610159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt178907679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18701354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1942354283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2026650083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2122860856
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02360525
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt019947534
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0736599
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt05444576
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt028489234
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt028489234
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt017041
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt017041
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt054032
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05400686
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01473030
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0518999
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0518999
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt011513001
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt015917
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02360525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02360525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02360525
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt023331407
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt027127559
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0620091
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0620091
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0736599
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0171855
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0213824
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt019947534
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020940876
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01489701
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt01111343
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01253670
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014161378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014163190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0930369
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt016504823
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05444576
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt057742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt080412
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt026797
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt037553
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0332869
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0332869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05400686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016398386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017593
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016670828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020958469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt040002235
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016398386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017593
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016670828
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0362
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019947534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12165324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23541671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11489701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-16671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11489701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-16671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt019947534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13655025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0REALIZED GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MS #8350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MS #8350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01473030
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01489701
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt023331407
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02086677
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0508321216
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0482903132
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0508321216
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt030075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0105248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0225000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0291078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt030075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0291078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0291078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0330248
IRS990PF/FMVAssetsEOYAmt0510072496
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021129996
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0251004
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0251004
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0112899
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0133665
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt027134
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt020766
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt020766
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0482903132
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0508321216
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011914916
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012671047
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt012671047
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0410495548
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0450613914
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0450613914
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02958690
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01751280
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt055668
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt059254
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt059254
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042238560
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt046456511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt046456511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0485861822
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0510072496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0510072496
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02958690
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01751280
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0485861822
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0510072496
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0482903132
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0508321216
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0489240725
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt055311759
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018855221
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07338611
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0415073745
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024095106
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0481902114
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0489240725
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0400000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1305792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2135933
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt364502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt464451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt010060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt19436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt28816
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt33961
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt43984
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0HEINLEIN JOHANNES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MARK MALASPINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2AMAR CHOKSHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3MORSCHELLA LEAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4WOODY MARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE VICE PRESI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1CHIEF PRODUCT OFFICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2DIRECTOR- GLOBAL PRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3FULL TIME EMPLOYEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4SENIOR DIRECTOR PART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0112 FOREST AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt196 LLEWELLYN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2PO BOX 1987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3PO BOX 1987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt43201 S RODEO DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0COHASSET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1MONTCLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4COLUMBIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd002025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd107042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd394023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd465203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THIAGO FRANCOSO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1LEON FERNANDORUIZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2ADLER & COLVIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3DIEGO MAURICIO NAVARRO HUBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4LUIS JAVIER CAMPOS STIVALET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0105649
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1100724
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt292912
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt378728
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt467111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt0AVENIDA JUVENAL ARANTES 1555 CASA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt1CUERNAVACA 108-301 CONDESA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt2JOSE MARIA RICO 118 ACTIPAN BENITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt3AV PASEO DEL POPOCATEPETL 35
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine2Txt0283JUNDIAI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine2Txt1JUAREZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0MEXICO CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm1CIUDAD DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm2PUEBLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0SP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd1MX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd2MX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd3MX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd013212354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd106140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd203230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PROFESSIONAL CONSULTANT IN SPAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1PROFESSIONAL CONSULTANT IN MEXICO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2LEGAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3PROFESSIONAL CONSULTANT IN MEXICO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4PROFESSIONAL CONSULTANT IN MEXICO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0135 MAIN ST 20TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2507917
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt211082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROMESH T WADHWANI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHLEEN E WADHWANI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$510,072,496
Liabilities
$1,751,280
Net assets
$508,321,216
Revenue
$40,002,235
Expenses
$16,670,828
Net income
$23,331,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$556$0.99$555$21.4$15.9$5.49
2023Detailed filing. Detailed filing data is available for this year.$510$1.75$508$40.0$16.7$23.3
2022Detailed filing. Detailed filing data is available for this year.$486$2.96$483$19.7$16.1$3.58
2021Detailed filing. Detailed filing data is available for this year.$478$0.42$478$166$15.4$150
2020Detailed filing. Detailed filing data is available for this year.$327$0.61$328$65.3$8.57$56.8
2019Detailed filing. Detailed filing data is available for this year.$270$1.87$272$25.6$9.58$16.0
2018Detailed filing. Detailed filing data is available for this year.$254$2.18$256$11.5$7.05$4.49
2017Detailed filing. Detailed filing data is available for this year.$253$3.76$249$79.5$13.1$66.5
2015Summary only. Only limited summary data is available for this year.$131$2.34$65.1$6.06$59.1
2014Summary only. Only limited summary data is available for this year.$71.0$1.10$15.3$2.66$12.6
2013Detailed filing. Detailed filing data is available for this year.$57.1$1.71$55.4$0.33$2.06$1.72
2012Summary only. Only limited summary data is available for this year.$55.5$0.26$14.4$0.98$13.4