WADHWANI CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WADHWANI CHARITABLE FOUNDATION (EIN 77-0450893)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349105095
- Schema version
- 2017v2.3
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T18:45:49-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 100 FIRST STREET STE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A DEGIROLAMO | PreparerPersonNm |
| PTIN | P00731818 | PTIN |
| Phone | 4157642700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.234.158.166 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 18:40:22 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C64610ABE23AD5845076C6771D0CCBF5592AB213 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3AC66EB17C7B70D5214A9CB9D7E3F318A9B9013D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,675,610 | 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 Net Invst Incm | $330 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $30,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,181,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,181,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,399,253 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,649,064 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,581,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,680,073 | 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 | $627,621 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,381 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $596,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $51,236 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,562 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,674 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,990 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,053 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $54,041 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,448 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $981,952 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $28,003 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $143,556 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $143,556 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $311,170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,710 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $276,808 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,299,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,221,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $933,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $933,598 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,233,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,155,418 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,347,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,611,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,866 | CashBOYAmt |
| Cash EOY | $608,071 | CashEOYAmt |
| Cash EOYFMV | $608,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,330,265 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $1,760,350 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,622,696 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,760,350 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,760,350 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $14,081 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $77,113 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $77,113 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $72,391,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,970,491 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,970,491 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $405,356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $317,254 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $102,309 | LandBOYAmt |
| Land EOY | $88,102 | LandEOYAmt |
| Land EOYFMV | $88,102 | LandEOYFMVAmt |
| Other Assets BOY | $285,317 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,171,483 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,171,483 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $78,751,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,675,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,675,610 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $220,419 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $236,052 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $32,332 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $592,567 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $252,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $828,619 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $78,499,115 | UnrestrictedBOYAmt |
| Unrestricted EOY | $83,846,991 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,499,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,846,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,751,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,675,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,499,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,347,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $83,846,991 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,846,991 | 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 |
| Gross Sales Price | $2,181,796 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,181,796 | 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 |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,931,039 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $71,450,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041022 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,627,924 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $69,489,712 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037817 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,389,385 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,740,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036346 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,096,491 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $60,324,082 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051331 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,468,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $59,418,652 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024714 | DistributionYr5Rt |
| Total Distribution | 0.191230 | TotalDistributionRt |
| Average Distribution | 0.038246 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,729,064 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,011,072 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,037,186 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,155,418 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,433 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $210,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $296,433 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $244,206 | OverpaymentAmt |
| Applied To ES Tax | $244,206 | 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 | Yes (1) | 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 120 | 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 | 0 | UndistributedIncomePYInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt | Address Line2ForeignAddress/AddressLine2Txt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SUMAN SASMAL | ||||||||||
| R N MUKHERJEE ROAD | KOLKATA | WEST BENGAL | IN | MD-INDIA AND SOUTH E | 40.00 | $102,908 | $211 | $0 | ||
| ATUL RAJA | ||||||||||
| FLAT 4 7TH FLOOR BLOCK 10 PRESTIGE | BANGALORE | IN | EXECUTIVE VP, | 40.00 | $84,977 | $361 | $0 | SHANTINIKET | ||
| AUSTIN THOMAS | ||||||||||
| 15 WHISPERING WINDS ENCLAVE | BANGALORE | IN | EXECUTIVE VICE-PRESI | 40.00 | $62,548 | $361 | $0 | 560066 | ||
| SUNITA SINGH | ||||||||||
| THAKUR BHAVAN GROUND FLOOR KHAR | MUMBAI | IN | EXECUTIVE VP, | 40.00 | $62,344 | $361 | $0 | WEST | ||
| SWATI MITTAL | ||||||||||
| VILLAMENT F06 NO 32 VAISHNAVI | BANGALORE | IN | FINANCIAL CONTROLLER | 40.00 | $58,684 | $361 | $0 | ORCHIDS | 560035 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HARMAN CONNECTED SERVICES CORPORATION INDIA PV | ||||||
| SUBRAMANYA TECH PARK TOWER B GROUND | FLOOR PLOT | BANGALORE | IN | 560066 | OFFICE RENTAL ,OFFICE MAINTENANCE,ELECTRICITY & OTHER SERVICES | $104,210 |
| UNITED GLOBAL TRAVEL & FOREX | ||||||
| NO 47/113 SG2 MANIPAL CENTRE | DICKENSON ROAD | BANGALORE | IN | 560042 | TRANSPORT AGENT FOR AIR TICKETS, INSURANCE AND VISA | $85,580 |
| ZANELINI LEATHERWEAR | ||||||
| 143-145 OAKHLA INDUSTRIAL ESTATE | PHASE 3 | NEW DELHI | IN | OFFICE RENTAL | $81,067 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $14,096,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,996,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,834,805 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,927,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,927,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,198,920 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,729,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,936,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,936,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,227 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $75,301 | IncomeTaxAmt |
| Total Tax | $127,528 | TotalTaxAmt |
| Distributable Before Adj | $3,808,925 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,808,925 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,808,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,155,418 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,155,418 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,155,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,808,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $253,625 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,155,418 | QualifyingDistributionsAmt |
| Applied To Year1 | $253,625 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,901,793 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,907,132 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIA FOUNDATION | |||||||
| 2216 E 45TH ST 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $25,000 |
| CARNEGIE MELLON | |||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | PC: 509(A)(1) | SECOND INSTALLMENT TOWARDS WHITEHEAD AND BRUCHEZ PROJECT. | $248,098 |
| CENTER FOR STRATEGIC & INTL STUDIES | |||||||
| 1800 K ST NW 400 | WASHINGTON DC | DC | 20006 | NONE | PC: 509(A)(1) | TO SUPPORT WADHWANI CHAIR IN U.S.-INDIA POLICY STUDIES | $150,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| EXPLORATORIUM | |||||||
| PIER 15 | SAN FRANCISCO | CA | 94111 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| FOUNDATION FOR EXCELLENCE | |||||||
| 1270 OAKMEAD PARKWAY SUITE 111 | SUNNYVALE | CA | 94085 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $35,000 |
| FRESH LIFELINES FOR YOUTH | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON DC | DC | 20566 | NONE | PC: 509(A)(1) | FIRST INSTALLMENT FOR INFORMATION TECHNOLOTY INFRASTRUCTER & OPERATIONS | $100,000 |
| KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON DC | DC | 20566 | NONE | PC: 509(A)(1) | SECOND INSTALLMENT OF DIGITAL STRATEGY PROJECT. | $300,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 |
| MAITRI FOUNDATION | |||||||
| PO BOX 697 | SANTA CLARA | CA | 95056 | NONE | PC: 509(A)(3) | GENERAL OPERATING SUPPORT | $26,000 |
| THE 1947 PARTITION ARCHIVE | |||||||
| PO BOX 9505 | BERKELEY | CA | 94709 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $12,500 |
| THE CAL POLY POMONA FOUNDATION | |||||||
| 3801 W TEMPLE AVE BUILDING 55 | POMONA | CA | 91768 | NONE | PC: 509(A)(1) | GENERAL OPERATING SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $933,598 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,399,253 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,181,796 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,581,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,581,049 | 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 | $53,100 | Amt |
| Net Investment Income | $14,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,041 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TENNENBAUM OPPORTUNITIES | FMV | $1,344,987 | $1,344,987 |
| KOTAK WM INDIA FUND | FMV | $3,979,152 | $3,979,152 |
| GLOBAL OPPORTUNITIES FUND | FMV | $10,423,409 | $10,423,409 |
| SEQUOIA CAPITAL HERTIAGE FUND | FMV | $34,864,555 | $34,864,555 |
| WASPIRE INVESTMENTS LLC | FMV | $16,570,008 | $16,570,008 |
| THINK INVESTMENTS | FMV | $3,730,477 | $3,730,477 |
| GUARDIAN POINT, LP | FMV | $2,040,959 | $2,040,959 |
| ICQ OPPORTUNITIES FUND | FMV | $345,935 | $345,935 |
| CORRUM CAPITAL GLOBAL | FMV | $5,193,766 | $5,193,766 |
| RECLASS OF UBS TREASURY INSTITUTIONAL SHARES | FMV | $2,477,243 | $2,477,243 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & COMPLIANCE | CategoryTxt |
| Legal Fees | $14,990 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,053 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $285,317 | BOYBookValueAmt |
| EOY Book Value | $1,171,483 | EOYBookValueAmt |
| EOYFMV | $1,171,483 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING EXPENSE | $150 | $0 | $150 |
| BANK CHARGES | $20,710 | $20,710 | $0 |
| PAYROLL SERVICE | $538 | $0 | $538 |
| BOOKS | $546 | $0 | $546 |
| PENALTIES & INTEREST | $1,121 | $0 | $1,121 |
| LEAVE GRATUITY EXPENSE | $27,302 | $0 | $13,650 |
| OFFICE EXPENSE | $68,633 | $0 | $68,633 |
| CREATIVE FEES | $3,925 | $0 | $3,925 |
| UTILITIES | $25,408 | $0 | $25,408 |
| EVENT EXPENSES | -$22,624 | $0 | -$22,624 |
| INTERNET | $12,202 | $0 | $12,202 |
| POSTAGE | $2,778 | $0 | $2,778 |
| PRINTING | $5,024 | $0 | $5,024 |
| STATIONARY | $6,825 | $0 | $6,825 |
| RENT | $151,319 | $0 | $151,319 |
| WEBSITE DEVELOPMENT | $47,224 | $0 | $47,224 |
| OTHER EXPENSES | -$39,904 | $0 | -$39,904 |
| DEBITS/CREDITS REVERSED | -$7 | $0 | -$7 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHF US, LP | $3,767,308 | $2,082,451 | $3,767,308 |
| TENNENBAUM OPPORTUNITIES FUND VI, LLC | -$122,704 | $178,833 | -$122,704 |
| WASPIRE INVESTMENTS LLC | $500,890 | $1,109 | $500,890 |
| GUARDIAN POINT, LP | $0 | $94,829 | $0 |
| ICQ OPPORTUNITIES FUND 2, LP | -$7,486 | $94,583 | -$7,486 |
| CORRUM CAPITAL GLOBAL CREDIT OPPORTUNITIES FUND | $226,932 | $22,304 | $226,932 |
| KOTAK WM INDIA FUND LIMITED - KOTAK INDIA DEBT FUND | $426,034 | $0 | $426,034 |
| GLOBAL OPPORTUNITIES FUND | $715,027 | $0 | $715,027 |
| THINK INVESTMENTS LTD. | $799,739 | $0 | $799,739 |
| SUBPART F INCOME FROM THINK INVESTMENTS | $0 | $494,286 | $0 |
| LESS 965: SCHF | $0 | -$4,119 | $0 |
| LESS 965: WASPIRE | $0 | -$10,891 | $0 |
| OTHER INCOME | $93,513 | $0 | $93,513 |
| LESS AMOUNT REPORTED ON 90-T:UBTI | $0 | -$340,144 | $0 |
| 965 INCLUSION | $0 | $35,823 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $1 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED GRATUITY LEAVE LIABILITY | $32,332 | $0 |
| FEDERAL EXCISE TAX | $0 | $358,567 |
| DEFERRED EXCISE TAX | $0 | $234,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PR FIRMS | $1,558 | $0 | $1,558 |
| CONSULTING EXPENSES | $86,390 | $0 | $85,890 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX EXPENSES | CategoryTxt |
| Amt | $981,952 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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