WADHWANI CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WADHWANI CHARITABLE FOUNDATION (EIN 77-0450893)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202113189349100556
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T13:11:57-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770450893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WADHWANI CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WADH | BusinessNameControlTxt |
| Phone | 6509462505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1987 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROMESH WADHWANI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6509462505 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROMESH | PersonFirstNm |
| Person Last | WADHWANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRINA A CHIN | PreparerPersonNm |
| PTIN | P00734293 | PTIN |
| Phone | 4157642700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $122,548,420 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $939 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $497 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,054,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,054,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,105,962 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,322,785 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,165,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,327,077 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $411,235 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,562 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $390,673 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,379 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,119 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,260 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,946 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,663 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,994 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,615 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $26,324 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,324 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,946 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,946 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,912 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $637,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $513,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,304,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,559,764 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,942,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,072,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,223,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,291,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $350,555 | CashBOYAmt |
| Cash EOY | $2,221,393 | CashEOYAmt |
| Cash EOYFMV | $2,221,393 | CashEOYFMVAmt |
| Acct Rcvbl | $2,704,010 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,058,368 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,704,010 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,704,010 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,750 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $827 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $827 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $96,798,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,530,432 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,530,432 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $37,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,091 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $18,303 | LandBOYAmt |
| Land EOY | $9,860 | LandEOYAmt |
| Land EOYFMV | $9,860 | LandEOYFMVAmt |
| Other Assets BOY | $2,780 | OtherAssetsBOYAmt |
| Other Assets EOY | $81,898 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $81,898 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $99,238,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,548,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $122,548,420 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $222,227 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $185,422 | AccountsPayableEOYAmt |
| Grants Payable BOY | $255,597 | GrantsPayableBOYAmt |
| Other Liabilities BOY | -$415,683 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$111,161 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $62,141 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,261 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,176,203 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $122,474,159 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,176,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,474,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,238,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,548,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,176,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,223,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $123,399,672 | SubtotalAmt |
| Other Decreases | $925,513 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $122,474,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAIN/LOSS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-12-31 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $2,054,820 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,054,820 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,857 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $127,857 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $730 | EsPenaltyAmt |
| Overpayment | $39,678 | OverpaymentAmt |
| Applied To ES Tax | $39,678 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.WFGLOBAL.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO WADHWANI FAMILY OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509462505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUR MAIN STREET SUITE 210 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IN | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (1) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROMESH T WADHWANI | ||||||||
| PO BOX 1987 | LOS ALTOS | CA | 94023 | CEO | 0.50 | $0 | $0 | $0 |
| KATHLEEN E WADHWANI | ||||||||
| PO BOX 1987 | LOS ALTOS | CA | 94023 | SECRETARY/CFO | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AUSTIN THOMAS | |||||||||
| 15 WHISPERING WINDS ENCLAVE | BANGALORE | IN | 560066 | EXECUTIVE VICE-PRESI | 40.00 | $111,890 | $361 | $0 | |
| ATUL RAJA | |||||||||
| FLAT 4 7TH FLOOR BLOCK 10 PRESTIGE | BANGALORE | IN | EXECUTIVE VP, | 40.00 | $96,781 | $361 | $0 | SHANTINIKET | |
| SUNITA SINGH | |||||||||
| THAKUR BHAVAN GROUND FLOOR KHAR | MUMBAI | IN | EXECUTIVE VP, | 40.00 | $69,828 | $361 | $0 | WEST | |
| SWATI MITTAL | |||||||||
| VILLAMENT F06 NO 32 VAISHNAVI | BANGALORE | IN | 560035 | FINANCIAL CONTROLLER | 40.00 | $65,454 | $361 | $0 | ORCHIDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,388,192 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $94,370,635 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,758,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,758,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,466,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,292,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,814,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,814,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,449 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $18,682 | IncomeTaxAmt |
| Total Tax | $106,131 | TotalTaxAmt |
| Distributable Before Adj | $4,708,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,708,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,708,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,072,867 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,072,867 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,072,867 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,708,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,146,804 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,072,867 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,072,867 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $73,937 | Taxable2Amt |
| Undistributed Income CY | $4,708,491 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROMESH T WADHWANI | ContributingManagerNm |
| Contributing Manager | KATHLEEN E WADHWANI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INDIA FOUNDATION | |||||||||||||
| 216 E 45TH STREET 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| ASIAN ART MUSEUM | |||||||||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| CARNEGIE MELLON UNIVERSITY | |||||||||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $255,597 | ||||||
| CENTER FOR STRATEGIC & INTNL STUDIES | |||||||||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $350,000 | ||||||
| EDMOBILE LABS PRIVATE LIMIT | |||||||||||||
| NONE | NC - FOREIGN ER | GENERAL OPERATING SUPPORT | $40,000 | 3RD FLOOR AMBASHISH LANE NUMBER 9 | NDA PASHAN RD PAKHARBAUG SOCIETY BA | MAHARASHTRA | MAHARASHTRA | IN | 411021 | ||||
| FOUNDATION FOR EXCELLENCE | |||||||||||||
| 1270 OAKMEAD PARKWAY SUITE 111 | SUNNYVALE | CA | 94085 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| FRESH LIFELINESS FOR YOUTH | |||||||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| GOONJ INDIA | |||||||||||||
| NONE | NC - FOREIGN ER | GENERAL OPERATING SUPPORT | $100,000 | J-93 SARITA VIHAR | NEW DELHI | NEW DELHI | IN | 110076 | |||||
| IIT BOMBAY | |||||||||||||
| 21710 STEVENS CREEK BLVD SUITE 115 | CUPERTINO | CA | 95014 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $650,000 | ||||||
| INDIA COMMUNITY CENTER | |||||||||||||
| 525 LOS COCHES STREET | MILPITAS | CA | 94022 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| INDIASPORA | |||||||||||||
| 3450 SACRAMENTO STREET 615 | SAN FRANCISCO | CA | 94118 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| KQED | |||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| MEDICINES SAN FRONTIERS | |||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| OPERA SAN JOSE | |||||||||||||
| 2149 PARAGON DR | SAN JOSE | CA | 95131 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| PRATHAM | |||||||||||||
| 9703 RICHMOND AVENUE SUITE 102 | HOUSTON | TX | 77042 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| SECOND HARVEST FOOD BANK | |||||||||||||
| 4001 NORTH FIRST STREET | SAN JOSE | CA | 95134 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| UBS - DONOR ADVISORY FUNDS | |||||||||||||
| 1000 HARBOR BLVD | WEEHAWKEN | NJ | 07086 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $800,000 | ||||||
| UNITED WAY OF BENGALARU | |||||||||||||
| NONE | NC - FOREIGN ER | GENERAL OPERATING SUPPORT | $66,667 | BUILDING NO 5 3RD FLOOR CRIMSON | COURT JEEVAN BIMA NAGAR MAIN ROAD H | KARNATAKA | KARNATAKA | IN | 560075 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,559,764 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $939 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,795 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25,105,962 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,054,820 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,165,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,165,516 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,946 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,663 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOONJ INDIA | |||||||||||
| J-93 SARITA VIHAR | NEW DELHI | IN | 110076 | 2020-05-01 | $100,000 | GRANT AMOUNT AND PURPOSE: FOUNDATION SHALL MAKE A GRANT TO GRANTEE IN THE AMOUNT OF USD 100,000 [USD ONE HUNDRED THOUSAND DOLLARS] (THE "GRANT") FOR THE PURPOSE OF SUPPORTING THE RAHAT COVID19 PROGRAM. | $100,000 | NONE | 05/01/2020 | THE FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS. | |
| EDMOBILE LABS PRIVATE LIMIT | |||||||||||
| 3RD FLOOR AMBASHISH NDA PASHAN ROAD | MAHARASHTRA | IN | 411021 | 2020-09-02 | $40,000 | GRANT AMOUNT AND PURPOSE: FOUNDATION SHALL MAKE A GRANT TO GRANTEE IN THE AMOUNT OF UP TO INR 30,00,000 [INR THIRTY LAKHS] (THE "GRANT") FOR THE PURPOSE OF SUPPORTING THE STARTUPS AND EARLY-STAGE COMPANIES TO HELP ACCELERATE INNOVATION IN PUBLIC HEALTH TECHNOLOGY IN INDIA BY PROVIDING THEM BUSINESS SUPPORT AND AT THE SAME TIME ADDRESSING A VERY CRITICAL NEED CREATED AS A RESULT OF THE COVID -19 CRISIS. | $40,000 | NONE | 09/02/2020 | THE FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS. | LANE NOBAVDHAN PUNE |
| UNITED WAY OF BENGALARU | |||||||||||
| BUILDING NO 5 3RD FLOOR CRIMSON | BENGALURU KARNATAKA | IN | 560075 | 2020-09-02 | $66,667 | GRANT AMOUNT AND PURPOSE: FOUNDATION SHALL MAKE A GRANT TO GRANTEE IN THE AMOUNT OF TOTAL INR 5,000,000 [INR FIVE MILLION] (THE "GRANT") FOR THE PURPOSE OF PROVIDING INNOVATION GRANTS TO EARLY STAGE COMPANIES/ORGANIZATIONS THAT ARE IN FINAL DEVELOPMENT OR EARLY PRODUCTION, TO ENABLE RAPID COMMERCIALIZATION AND USE IN MITIGATING COVID19 CRISIS. | $66,667 | NONE | 09/02/2020 | THE FOUNDATION REVIEWED THE GRANT REPORTS UPON RECEIPT. THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)), REQUIRING THE FOUNDATION TO UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS. | COURT JEEVAN BIMA NAGAR MAIN ROAD H |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORRUM CAPITAL GLOBAL | FMV | $4,729,188 | $4,729,188 |
| GLOBAL OPPORTUNITIES FUND | FMV | $4,050,456 | $4,050,456 |
| GUARDIAN POINT, LP | FMV | $2,957,189 | $2,957,189 |
| ICQ OPPORTUNITIES FUND | FMV | $539 | $539 |
| SEQUOIA CAPITAL HERTIAGE FUND | FMV | $59,884,026 | $59,884,026 |
| TENNENBAUM OPPORTUNITIES | FMV | $838,439 | $838,439 |
| THINK INVESTMENTS | FMV | $7,375,475 | $7,375,475 |
| VECTOR CAPITAL | FMV | $5,630,257 | $5,630,257 |
| WASPIRE INVESTMENTS LLC | FMV | $31,771,462 | $31,771,462 |
| CAPRIA FUND | FMV | $293,401 | $293,401 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $2,780 | BOYBookValueAmt |
| EOY Book Value | $81,898 | EOYBookValueAmt |
| EOYFMV | $81,898 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $925,513 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $14,105 | $14,105 | $0 |
| PAYROLL SERVICE | $840 | $0 | $840 |
| OFFICE EXPENSE | $19,332 | $0 | $19,332 |
| SHARED RESOURCES - REIMBURSEMENTS | -$6,949 | $0 | -$6,949 |
| WRITE OFF OF FIXED ASSET | $3,564 | $0 | $0 |
| POSTAGE | $20 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPRIA FUND, LLC | $0 | -$65,494 | $0 |
| CORRUM CAPITAL GLOBAL CREDIT OPPORTUNITIES FUND | -$163,622 | $9,961 | -$163,622 |
| HEIF FEEDER FUND | -$1,039,780 | -$786,331 | -$1,039,780 |
| GUARDIAN POINT, LP | -$77,554 | $45,330 | -$77,554 |
| ICQ OPPORTUNITIES FUND 2, LP | -$60,938 | -$84,167 | -$60,938 |
| SCHF US, LP | $16,855,904 | $1,851,771 | $16,855,904 |
| TENNENBAUM OPPORTUNITIES FUND VI, LLC | $215,218 | -$132,364 | $215,218 |
| THINK INVESTMENTS | $1,969,587 | $222,988 | $1,969,587 |
| VECTOR CAPITAL | $393,069 | $0 | $393,069 |
| WASPIRE INVESTMENTS LLC | $6,244,934 | $5,180,231 | $6,244,934 |
| OTHER INCOME | $777,357 | $0 | $777,357 |
| FOREIGN CURRENCY TRANSLATION GAIN/LOSS | -$8,213 | $0 | -$8,213 |
| 2019 CORRUM CAPITAL TRUE UP | $0 | $80,860 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXES PAYABLE | Desc |
| BOY Book Value | -$415,683 | BOYBookValueAmt |
| EOY Book Value | -$111,161 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & CONSULTING EXPENSES | CategoryTxt |
| Amt | $55,782 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,994 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX EXPENSES | CategoryTxt |
| Amt | $30,741 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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