WADHWANI CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WADHWANI CHARITABLE FOUNDATION (EIN 77-0450893)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202543209349100374
- Schema version
- 2024v5.2
- 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
- Schedule B
- 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 | 2025-11-16T11:16:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | AJAY KELA | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6509462505 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,250,222 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,865,779 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $775 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,866,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,732,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,675,605 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,313,164 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,364,161 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,191,849 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,173,044 | 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 | $199,856 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,993 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $189,863 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $183 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $174 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,402 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,402 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,571 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $76,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $132,008 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $39,184 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $39,184 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,414 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,414 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,435,017 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,198 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,260 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,907,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $511,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,307,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,307,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,215,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,819,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $976,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,159,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $925,355 | CashBOYAmt |
| Cash EOY | $619,942 | CashEOYAmt |
| Cash EOYFMV | $619,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $4,728,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,728,636 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,991,834 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,660,768 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,991,834 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,991,834 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $966 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $67 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $67 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $131,171,267 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $145,498,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,498,233 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,505 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,528 | LandBOYAmt |
| Land EOY | $4,500 | LandEOYAmt |
| Land EOYFMV | $4,500 | LandEOYFMVAmt |
| Other Assets BOY | $269,742 | OtherAssetsBOYAmt |
| Other Assets EOY | $407,010 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $407,010 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $136,031,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,250,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,250,222 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $174,135 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $147,758 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,545,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,545,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,719,135 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,692,758 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $134,312,491 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $153,557,464 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,312,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,557,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,031,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,250,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,312,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $976,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,268,211 | OtherIncreasesAmt |
| Subtotal | $153,557,464 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $153,557,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-11-27 | $2,865,778 | $190,173 | $2,675,605 | $2,675,605 | ||
| REALIZED GAIN/LOSS | 2024-12-31 | $4,866,522 | $4,866,522 | $0 | $0 | P | 2023-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,675,605 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155,122 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155,122 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155,122 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,205 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $165,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $208,205 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5,435 | EsPenaltyAmt |
| Overpayment | $47,648 | OverpaymentAmt |
| Applied To ES Tax | $47,648 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.WFGLOBAL.ORG/ | WebsiteAddressTxt |
| Individual With Books | RWX LLC | IndividualWithBooksNm |
| Phone | 6509462505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 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 | 0 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUNITA SINGH | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THAKUR BHAVAN GROUND FLOOR KHAR | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | MUMBAI | CityNm |
| Country | IN | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE VP | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $75,222 | CompensationAmt |
| Employee Benefits | $3,363 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 | $3,324,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $149,801,015 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,125,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,125,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,296,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $150,828,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,541,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,541,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155,122 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $207,519 | IncomeTaxAmt |
| Total Tax | $362,641 | TotalTaxAmt |
| Distributable Before Adj | $7,178,778 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,178,778 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,178,778 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,819,024 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,819,024 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,178,778 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,806,966 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $42,243 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,819,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,806,966 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,058 | 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 | $42,243 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $42,243 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,166,720 | 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 | Address Line1RecipientForeignAddress/AddressLine1Txt | 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 | GENERAL PUBLIC SUPPORT | $25,000 | |||||
| CENTER FOR CELLULAR AND MOLECULAR PLATFORM | ||||||||||||
| NONE | PC | GENERAL PUBLIC SUPPORT | $150,001 | GKVK POST BELLARY ROAD | BANGALORE | KARNATAKA | IN | 560065 | ||||
| CENTER FOR STRATEGIC & INTERNATIONAL STUDIES | ||||||||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL PUBLIC SUPPORT | $1,000,000 | |||||
| FOUNDATION FOR EXCELLENCE | ||||||||||||
| 526 W FREMONT AVE 2920 | SUNNYVALE | CA | 94087 | NONE | PC | GENERAL PUBLIC SUPPORT | $132,713 | |||||
| IISC FOUNDATION | ||||||||||||
| 910 CLOVE GLEN CT | ALLEN | TX | 75002 | NONE | PC | GENERAL PUBLIC SUPPORT | $150,001 | |||||
| IIT BOMBAY | ||||||||||||
| 21710 STEVENS CREEK BLVD SUITE 115 | CUPERTINO | CA | 95014 | NONE | PC | GENERAL PUBLIC SUPPORT | $600,000 | |||||
| IIT DELHI | ||||||||||||
| 46540 FREMONT BLVD STE 516 | FREMONT | CA | 94538 | NONE | PC | GENERAL PUBLIC SUPPORT | $150,001 | |||||
| IIT HYDERABAD FOUNDATION | ||||||||||||
| 4290 TIBURON DR | FREMONT | CA | 94555 | NONE | PC | GENERAL PUBLIC SUPPORT | $150,001 | |||||
| INDIAN INSTITUTE OF TECHNOLOGY MADRA | ||||||||||||
| 10080 N WOLFE RD STE SW3-200 | CUPERTINO | CA | 95014 | NONE | PC | GENERAL PUBLIC SUPPORT | $150,001 | |||||
| INDIASPORA | ||||||||||||
| 3450 SACRAMENTO STREET SUITE 615 | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL PUBLIC SUPPORT | $25,000 | |||||
| MAITRI CHARITABLE TRUST | ||||||||||||
| PO BOX 697 | SANTA CLARA | CA | 95052 | NONE | PC | GENERAL PUBLIC SUPPORT | $25,000 | |||||
| SALONI HEART FOUNDATION | ||||||||||||
| PO BOX 20414 | SAN JOSE | CA | 95160 | NONE | PC | GENERAL PUBLIC SUPPORT | $50,001 | |||||
| SAN FRANCISCO FOUNDATION | ||||||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL PUBLIC SUPPORT | $3,700,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,307,719 | 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 | $837 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,547 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,313,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,866,522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,326,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,326,070 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROMESH AND KATHLEEN WADHWANI TRUST | ||||||
| 1 | PO BOX 1987 | LOS ALTOS | CA | 94023 | $1,504,031 | Yes (X) |
| ROMESH AND KATHLEEN WADHWANI TRUST | ||||||
| 2 | PO BOX 1987 | LOS ALTOS | CA | 94023 | $1,361,748 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 18,684 SHARES OF PCOR | $1,504,031 | 2024-11-22 |
| 2 | 18,678 SHARES OF PCOR | $1,361,748 | 2024-11-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $72,571 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $76,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORRUM CAPITAL GLOBAL | FMV | $1,396,511 | $1,396,511 |
| GUARDIAN POINT, LP | FMV | $3,768,798 | $3,768,798 |
| SEQUOIA CAPITAL HERITAGE FUND | FMV | $79,903,338 | $79,903,338 |
| THINK INVESTMENTS | FMV | $11,008,223 | $11,008,223 |
| VECTOR CAPITAL | FMV | $7,028,646 | $7,028,646 |
| WASPIRE INVESTMENTS LLC | FMV | $41,539,554 | $41,539,554 |
| CAPRIA FUND | FMV | $853,163 | $853,163 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,402 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,402 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $14,569 | $14,164 | $14,164 |
| OTHER ASSETS | $81,898 | $81,898 | $81,898 |
| EXCISE TAX RECEIVABLE | $173,275 | $310,948 | $310,948 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $822 | $0 | $822 |
| BANK CHARGES | $3,198 | $3,198 | $0 |
| WEBSITE | $38,122 | $0 | $38,122 |
| OTHER EXPENSES-INDIA | $5,365 | $0 | $5,365 |
| DEPRECIATION | $1,951 | $0 | $1,951 |
| LOSS FROM SCHF US, LP | $1,153,493 | $0 | $0 |
| LOSS FROM THINK INVESTMENTS OFFSHORE LTD | $134,036 | $0 | $0 |
| LOSS FROM CORRUM CAPITAL GLOBAL CREDIT OPPORTUNITIES | $98,030 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $5,891 | $0 | $5,891 |
| WASPIRE INVESTMENTS, LLC | $0 | $2,966,673 | $0 |
| THINK INVESTMENTS OFFSHORE LTD | $0 | $405,537 | $0 |
| CORRUM CAPITAL GLOBAL CREDIT OPPORTUNITIES | $0 | -$16,430 | $0 |
| VECTOR CAPITAL CREDIT OPPORTUNITY OFFSHORE FUND, LTD. | $607,226 | $191,713 | $607,226 |
| TENNENBAUM OPPORTUNITIES FUND VI, LLC | $0 | $2,163 | $0 |
| SCHF US, LP | $0 | $4,870,403 | $0 |
| GUARDIAN POINT, LP | $677,460 | -$71,134 | $677,460 |
| CAPRIA FUND LLC | $22,587 | $15,236 | $22,587 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $58,591 |
| UNREALIZED GAIN/LOSS | $18,209,620 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXES PAYABLE | Desc |
| BOY Book Value | $1,545,000 | BOYBookValueAmt |
| EOY Book Value | $1,545,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $132,008 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $132,008 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $733 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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