WADHWANI CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WADHWANI CHARITABLE FOUNDATION (EIN 77-0450893)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349104878
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T18:17:04-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 BUSH STREET SUITE 1700AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770450893EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WADHWANI CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWADHBusinessNameControlTxt
Phone6509462505PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1987AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROMESH WADHWANIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6509462505PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROMESHPersonFirstNm
Person LastWADHWANIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSABRINA A CHINPreparerPersonNm
PTINP00734293PTIN
Phone4157642700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$137,425,055FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,073InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,212InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$90,780DividendsRevAndExpnssAmt
Dividends Net Invst Incm$90,780DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,017,641NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,017,641GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$14,949,012OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,061,851OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$12,839,518TotalRevAndExpnssAmt
Total Net Invst Incm$2,153,843TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$380,689OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$19,034OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$361,655OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$4,694PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$235PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$4,459PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$50,771AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$36,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$68,988OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$65,459OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$485,999TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$26,580OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$26,580OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,727TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$13,727TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$124,790OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23,180OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$101,610OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,156,238TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,449TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$609,490TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,225,001ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,225,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,381,239TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,449TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,834,490TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,220,757ExcessRevenueOverExpensesAmt
Net Investment Income$2,111,394NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,868,874CashBOYAmt
Cash EOY$1,028,371CashEOYAmt
Cash EOYFMV$1,028,371CashEOYFMVAmt
Acct Rcvbl$3,698,307AcctRcvblAmt
Acct Rcvbl BOY$4,152,732AcctRcvblBOYAmt
Acct Rcvbl EOY$3,698,307AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,698,307AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$77PrepaidExpensesBOYAmt
Prepaid Expenses EOY$69PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$69PrepaidExpensesEOYFMVAmt
Other Investments BOY$150,547,450OtherInvestmentsBOYAmt
Other Investments EOY$132,605,347OtherInvestmentsEOYAmt
Other Investments EOYFMV$132,605,347OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$42,063LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,000LandBldgEquipAccumDeprecAmt
Land BOY$15,997LandBOYAmt
Land EOY$11,063LandEOYAmt
Land EOYFMV$11,063LandEOYFMVAmt
Other Assets BOY$81,898OtherAssetsBOYAmt
Other Assets EOY$81,898OtherAssetsEOYAmt
Other Assets EOYFMV$81,898OtherAssetsEOYFMVAmt
Total Assets BOY$157,667,028TotalAssetsBOYAmt
Total Assets EOY$137,425,055TotalAssetsEOYAmt
Total Assets EOYFMV$137,425,055TotalAssetsEOYFMVAmt
Accounts Payable BOY$162,571AccountsPayableBOYAmt
Accounts Payable EOY$141,355AccountsPayableEOYAmt
Other Liabilities BOY$943,041OtherLiabilitiesBOYAmt
Other Liabilities EOY$943,041OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,105,612TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,084,396TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$156,561,416NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$136,340,659NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$156,561,416TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$136,340,659TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$157,667,028TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$137,425,055TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$156,561,416TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,220,757ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$136,340,659SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$136,340,659TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyREALIZED GAIN/LOSSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-12-31AcquiredDt
Sold2022-12-31SoldDt
Gross Sales Price$2,017,641GrossSalesPriceAmt
Cost Or Other Basis$2,017,641CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29,348InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$29,348SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$29,348TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$82,918EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$132,918TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$103,570OverpaymentAmt
Applied To ES Tax$103,570AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://WWW.WFGLOBAL.ORG/WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RWX LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6509462505PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 MAIN STREET SUITE 210AddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryINForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App0UndistrIncmSect4942a2NotAppInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROMESH T WADHWANI
PO BOX 1987LOS ALTOSCA94023CEO0.50$0$0$0
KATHLEEN E WADHWANI
PO BOX 1987LOS ALTOSCA94023SECRETARY/CFO0.50$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmtForeign PostalForeignAddress/ForeignPostalCd
ATUL RAJA
FLAT 4 7TH FLOOR BLOCK 10 PRESTIGESHANTINIKETBANGALOREINEXECUTIVE VP,40.00$92,936$0$0
AUSTIN THOMAS
15 WHISPERING WINDS ENCLAVEBANGALOREINEXECUTIVE VICE-PRESI40.00$89,445$0$0560066
SUNITA SINGH
THAKUR BHAVAN GROUND FLOOR KHARWESTMUMBAIINEXECUTIVE VP,40.00$58,342$0$0
SWATI MITTAL
VILLAMENT F06 NO 32 VAISHNAVIORCHIDSBANGALOREINFINANCIAL CONTROLLER40.00$56,777$0$0560035
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,368,808AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$142,269,591FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$148,638,399TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$148,638,399AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,229,576CashDeemedCharitableAmt
Net Vl Noncharitable Assets$146,408,823NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,320,441MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,320,441MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,348TaxBasedOnInvestmentIncomeAmt
Income Tax$257,440IncomeTaxAmt
Total Tax$286,788TotalTaxAmt
Distributable Before Adj$7,033,653DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,033,653DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,033,653DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,834,490ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,834,490QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,033,653DistributableAsAdjustedAmt
Undistributed Income PY$3,952,651UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,834,490QualifyingDistributionsAmt
Applied To Year1$3,952,651AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,881,839AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,151,814UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROMESH T WADHWANIContributingManagerNm
Contributing ManagerKATHLEEN E WADHWANIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN INDIA FOUNDATION
216 E 45TH STREET 7TH FLOORNEW YORKNY10017NONEPC: 509(A)(1)GENERAL PUBLIC SUPPORT$25,000
FOUNDATION FOR EXCELLENCE
526 W FREMONT AVE 2920SUNNYVALECA94087NONEPC: 509(A)(1)GENERAL PUBLIC SUPPORT$25,000
INDIA COMMUNITY CENTER
525 LOS COCHES STREETMILPITASCA94022NONEPC: 509(A)(1)GENERAL PUBLIC SUPPORT$25,000
INDIASPORA
3450 SACRAMENTO STREET 615SAN FRANCISCOCA94118NONEPC: 509(A)(1)GENERAL PUBLIC SUPPORT$25,000
MAITRI FOUNDATION
PO BOX 697SANTA CLARACA95052NONEPC: 509(A)(1)GENERAL PUBLIC SUPPORT$25,000
SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER SUITE 1400SAN FRANCISCOCA94111NONEPC: 509(A)(1)GENERAL PUBLIC SUPPORT$6,100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,225,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,073ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,780ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$0ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,017,641ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,109,494ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,109,494TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$50,771Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$36,000DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE TAXPAYER HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2021 IN THE AMOUNT OF $3,952,651.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CORRUM CAPITAL GLOBALFMV$2,727,968$2,727,968
GUARDIAN POINT, LPFMV$2,632,031$2,632,031
SEQUOIA CAPITAL HERTIAGE FUNDFMV$70,925,473$70,925,473
TENNENBAUM OPPORTUNITIESFMV$51,719$51,719
THINK INVESTMENTSFMV$9,389,847$9,389,847
VECTOR CAPITALFMV$6,096,351$6,096,351
WASPIRE INVESTMENTS LLCFMV$39,896,728$39,896,728
CAPRIA FUNDFMV$885,230$885,230

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$81,898BOYBookValueAmt
EOY Book Value$81,898EOYBookValueAmt
EOYFMV$81,898EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$23,180$23,180$0
PAYROLL SERVICE$900$0$900
OFFICE EXPENSE$14,706$0$14,706
OTHER EXPENSES - US$7,990$0$7,990
OTHER EXPENSES - INDIA$27,571$0$27,571
WEBSITE$50,443$0$50,443

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CAPRIA FUND, LLC$113,681-$20,529$113,681
CORRUM CAPITAL GLOBAL CREDIT OPPORTUNITIES FUND$82,799$497,770$82,799
GUARDIAN POINT, LP$0$110,211$0
SCHF US, LP-$11,559,686$1,640,887-$11,559,686
TENNENBAUM OPPORTUNITIES FUND VI, LLC-$362,083$280,897-$362,083
THINK INVESTMENTS$416,490$277,113$416,490
VECTOR CAPITAL$155,891$442,828$155,891
WASPIRE INVESTMENTS LLC-$1,594,335$699,690-$1,594,335
CARRY/INCENTIVE ALLOCATION-$1,206,205$0-$1,206,205
INVESTMENT LOSS GUARDIAN POINT-$658,496$0-$658,496
INVESTMENT LOSS SEQUOIA HERITAGE FUND-$334,201$0-$334,201
INVESTMENT LOSS TENNENBAUM OPPORTUNITIES FUND VI-$2,867$0-$2,867
LESS UBTI REPORTED ON 990-T$0-$1,867,016$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINCOME TAXES PAYABLEDesc
BOY Book Value$943,041BOYBookValueAmt
EOY Book Value$943,041EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT FEE$28,629$0$25,100
LEGAL & CONSULTING FEES$40,359$0$40,359

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAX EXPENSESCategoryTxt
Amt$485,999Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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