HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
Cite this
Plain text HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/harvard-management-private-equity-corporation-043070522. Retrieved 2026-11-02.
APA furp.org. (n.d.). HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 2, 2026, from https://furp.org/org/harvard-management-private-equity-corporation-043070522
MLA “HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION.” furp.org, tax years 2009–2024, https://furp.org/org/harvard-management-private-equity-corporation-043070522. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
No SEC Form D on file. What that means
2024 · Form 990 · revenue $2.00B · expenses $5.3M · assets $50.83B
- EIN
- 04-3070522
- Address
- 600 ATLANTIC AVE STE 1500, BOSTON, MA 02210-2203
- NTEE code
- B110
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- March 1991 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, 509(a)(3)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION INVESTS FUNDS FOR THE BENEFIT OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE, A RELATED 501(C)(3) SUPPORTED ORGANIZATION.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Nirmal P Narvekar | DIRECTOR & PRESIDENT | 2016-2024 | $6,383,808 | $62,767,125 | 8 |
| Sanjeev Daga | DIRECTOR & TREASURER | 2018-2024 | $5,120,519 | $36,696,649 | 7 |
| Kathryn I Murtagh | DIRECTOR & SECRETARY | 2009-2024 | $2,427,727 | $25,989,478 | 8 |
| Robert A Ettl (former) | FORMER DIRECTOR & TREASURER | 2009-2019 | $4,840,210 | $42,829,852 | 8 |
| Jane L Mendillo (former) | DIRECTOR & PRESIDENT(UNTIL 12/31/14) | 2009-2014 | $13,812,651 | $41,812,529 | 8 |
| Stephen J Blyth (former) | DIRECTOR & PRESIDENT (SEE SCH O) | 2014-2016 | $6,800,936 | $30,035,326 | 9 |
| Kevin F Shannon (former) | FORMER TREASURER | 2016-2020 | $198,236 | $4,522,431 | 7 |
People by year
2024 · 3 people listed · 3 paid, $13.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT | 1 | $0 | $6,214,550 | $169,258 | $6,383,808 | 8 |
| SANJEEV DAGA | DIRECTOR & TREASURER | 1 | $0 | $4,967,949 | $152,570 | $5,120,519 | 7 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY | 1 | $0 | $2,377,116 | $50,611 | $2,427,727 | 8 |
2023 · 3 people listed · 3 paid, $13.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT | 1 | $0 | $6,065,114 | $163,603 | $6,228,717 | 8 |
| SANJEEV DAGA | DIRECTOR & TREASURER | 1 | $0 | $4,849,849 | $145,850 | $4,995,699 | 7 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY | 1 | $0 | $2,296,350 | $48,682 | $2,345,032 | 8 |
2022 · 3 people listed · 3 paid, $15.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT | 1 | $0 | $9,602,531 | $65,735 | $9,668,266 | 8 |
| SANJEEV DAGA | Director & Treasurer | 1 | $0 | $3,915,776 | $67,097 | $3,982,873 | 7 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY | 1 | $0 | $2,252,121 | $46,222 | $2,298,343 | 8 |
2021 · 3 people listed · 3 paid, $18.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT | 1 | $0 | $8,749,717 | $1,728,098 | $10,477,815 | 8 |
| SANJEEV DAGA | Director & Treasurer | 1 | $0 | $5,521,785 | $63,765 | $5,585,550 | 7 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY | 1 | $0 | $2,452,214 | $44,560 | $2,496,774 | 8 |
2020 · 4 people listed · 4 paid, $10.7M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SANJEEV DAGA | Director & Treasurer | 1 | $0 | $6,020,756 | $1,136,730 | $7,157,486 | 7 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY | 1 | $0 | $2,252,656 | $43,641 | $2,296,297 | 8 |
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT | 1 | $0 | $1,002,336 | $62,285 | $1,064,621 | 8 |
| KEVIN F SHANNON | FORMER TREASURER | 1 | $0 | $175,964 | $22,272 | $198,236 | 7 |
2019 · 5 people listed · 5 paid, $24.2M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SANJEEV DAGA | Director & Treasurer | 1 | $0 | $6,264,390 | $3,590,132 | $9,854,522 | 7 |
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT | 1 | $0 | $6,252,291 | $61,539 | $6,313,830 | 8 |
| ROBERT A ETTL | FORMER DIRECTOR & TREASURER | 1 | $0 | $4,775,833 | $64,377 | $4,840,210 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY | 1 | $0 | $1,936,548 | $42,914 | $1,979,462 | 8 |
| KEVIN F SHANNON | FORMER TREASURER | 1 | $0 | $1,100,437 | $64,377 | $1,164,814 | 7 |
2018 · 5 people listed · 4 paid, $16.1M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT | 1 | $0 | $7,201,795 | $1,357,418 | $8,559,213 | 8 |
| ROBERT A ETTL | DIRECTOR & TREASURER (UNTIL 3/14/19) | 1 | $0 | $4,448,145 | $62,771 | $4,510,916 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY | 1 | $0 | $1,836,048 | $42,040 | $1,878,088 | 8 |
| KEVIN F SHANNON | FORMER TREASURER | 1 | $0 | $1,099,992 | $62,909 | $1,162,901 | 7 |
| SANJEEV DAGA | DIRECTOR & TREASURER (AS OF 3/14/19) | 1 | $0 | $0 | $0 | $0 | 7 |
2017 · 4 people listed · 4 paid, $21.1M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT | 1 | $0 | $9,251,786 | $3,847,338 | $13,099,124 | 8 |
| ROBERT A ETTL | DIRECTOR & TREASURER | 1 | $0 | $5,254,276 | $59,641 | $5,313,917 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY | 1 | $0 | $1,651,050 | $40,440 | $1,691,490 | 8 |
| KEVIN F SHANNON | ASSISTANT TREASURER | 1 | $0 | $972,828 | $59,779 | $1,032,607 | 7 |
2016 · 5 people listed · 5 paid, $14.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN J BLYTH | DIRECTOR & PRESIDENT (SEE SCH O) | 1 | $0 | $6,759,158 | $41,778 | $6,800,936 | 9 |
| ROBERT A ETTL | DIRECTOR & TREASURER (SEE SCH O) | 1 | $0 | $4,299,220 | $57,059 | $4,356,279 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & SECRETARY (SEE SCH O) | 1 | $0 | $1,464,116 | $39,055 | $1,503,171 | 8 |
| NIRMAL P NARVEKAR | DIRECTOR & PRESIDENT (SEE SCH O) | 1 | $0 | $57,746 | $913,985 | $971,731 | 8 |
| KEVIN F SHANNON | ASSISTANT TREASURER (SEE SCH O) | 1 | $0 | $906,805 | $57,068 | $963,873 | 7 |
2015 · 3 people listed · 3 paid, $21.0M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN J BLYTH | DIRECTOR & PRESIDENT | 1 | $0 | $14,835,934 | $52,350 | $14,888,284 | 9 |
| ROBERT A ETTL | DIRECTOR & TREASURER | 1 | $0 | $4,697,050 | $55,067 | $4,752,117 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & CLERK | 1 | $0 | $1,284,937 | $37,911 | $1,322,848 | 8 |
2014 · 4 people listed · 4 paid, $27.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE L MENDILLO | DIRECTOR & PRESIDENT(UNTIL 12/31/14) | 1 | $0 | $13,757,369 | $55,282 | $13,812,651 | 8 |
| STEPHEN J BLYTH | DIRECTOR & PRESIDENT(AS OF 1/1/15) | 1 | $0 | $8,292,315 | $53,791 | $8,346,106 | 9 |
| ROBERT A ETTL | DIRECTOR & TREASURER | 1 | $0 | $4,389,924 | $54,933 | $4,444,857 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & CLERK | 1 | $0 | $980,618 | $37,615 | $1,018,233 | 8 |
2013 · 3 people listed · 3 paid, $14.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE L MENDILLO | DIRECTOR & PRESIDENT | 1 | $0 | $9,497,390 | $62,547 | $9,559,937 | 8 |
| ROBERT A ETTL | DIRECTOR & TREASURER | 1 | $0 | $4,009,729 | $56,337 | $4,066,066 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & CLERK | 1 | $0 | $968,766 | $36,744 | $1,005,510 | 8 |
2012 · 3 people listed · 3 paid, $9.7M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE L MENDILLO | DIRECTOR & PRESIDENT | 1 | $0 | $4,746,610 | $54,737 | $4,801,347 | 8 |
| ROBERT A ETTL | DIRECTOR & TREASURER | 1 | $0 | $3,911,802 | $51,024 | $3,962,826 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & CLERK | 1 | $0 | $927,618 | $34,353 | $961,971 | 8 |
2011 · 3 people listed · 3 paid, $9.2M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE L MENDILLO | DIRECTOR & PRESIDENT | 1 | $0 | $5,277,599 | $46,154 | $5,323,753 | 8 |
| ROBERT A ETTL | DIRECTOR & TREASURER | 1 | $0 | $2,860,740 | $47,454 | $2,908,194 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & CLERK | 1 | $0 | $913,599 | $34,330 | $947,929 | 8 |
2010 · 3 people listed · 3 paid, $6.5M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE L MENDILLO | DIRECTOR & PRESIDENT | 1 | $0 | $3,516,539 | $43,919 | $3,560,458 | 8 |
| ROBERT A ETTL | DIRECTOR & TREASURER | 1 | $0 | $1,916,975 | $48,219 | $1,965,194 | 8 |
| KATHRYN I MURTAGH | DIRECTOR & CLERK | 1 | $0 | $909,252 | $32,267 | $941,519 | 8 |
2009 · 3 people listed · 3 paid, $7.3M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE L MENDILLO | Director & President | 1 | $0 | $3,498,269 | $1,256,114 | $4,754,383 | 8 |
| ROBERT A ETTL | Director & Treasurer | 1 | $0 | $1,685,712 | $23,564 | $1,709,276 | 8 |
| Kathryn I Murtagh | Director & Clerk | 1 | $0 | $843,151 | $31,933 | $875,084 | 8 |
Highest-paid independent contractors
2024 · 2 contractors · $598K
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY | STAMFORD, CT | INVESTMENT MGMT. | $331,151 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MGMT. | $266,671 |
2023 · 2 contractors · $719K
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY | STAMFORD, CT | INVESTMENT MGMT. | $369,671 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MGMT. | $349,376 |
2022 · 2 contractors · $849K
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY LLC | STAMFORD, CT | INVESTMENT MANAGEMENT | $673,890 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $175,478 |
2021 · 2 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY LLC | STAMFORD, CT | INVESTMENT MANAGEMENT | $1,166,831 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $206,779 |
2020 · 2 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $1,537,530 |
| GENERAL ATLANTIC SERVICE COMPANY LLC | GREENWICH, CT | INVESTMENT MANAGEMENT | $1,284,031 |
2019 · 2 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY LLC | GREENWICH, CT | INVESTMENT MANAGEMENT | $1,583,528 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $1,487,407 |
2018 · 2 contractors · $3.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY LLC | GREENWICH, CT | INVESTMENT MANAGEMENT | $2,059,551 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $1,829,401 |
2017 · 5 contractors · $7.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $2,680,501 |
| GENERAL ATLANTIC SERVICE COMPANY LLC | GREENWICH, CT | INVESTMENT MANAGEMENT | $2,086,414 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $1,191,542 |
| YELLOW WOOD PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $1,000,000 |
| MORGAN LEWIS & BOCKIUS LLP | BOSTON, MA | LEGAL SERVICES | $524,452 |
2016 · 3 contractors · $3.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY LLC | GREENWICH, CT | INVESTMENT MANAGEMENT | $2,084,494 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $1,333,999 |
| THE BURGISS GROUP | HOBOKEN, NJ | DATA SERVICES | $116,590 |
2015 · 4 contractors · $9.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $3,440,879 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $2,890,412 |
| GENERAL ATLANTIC SERVICE COMPANY LLC | GREENWICH, CT | INVESTMENT MANAGEMENT | $2,774,459 |
| GREENHILL COGENT LP | DALLAS, TX | TRANSACTION SERVICES | $628,958 |
2014 · 5 contractors · $6.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY LLC | GREENWICH, CT | INVESTMENT MANAGEMENT | $2,937,362 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $2,288,304 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $745,688 |
| MACQUARIE CAPITAL (USA) INC | CARLSBAD, CA | TRANSACTION SERVICES | $336,480 |
| SETTER CAPITAL INC | TORONTO | TRANSACTION SERVICES | $317,000 |
2013 · 5 contractors · $6.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY LLC | INVESTMENT MANAGEMENT | $3,393,836 | |
| ROPES & GRAY LLP | LEGAL SERVICES | $1,151,514 | |
| CHARLESBANK CAPITAL PARTNERS LLC | INVESTMENT MANAGEMENT | $685,903 | |
| GREENHILL & CO LLC | INVESTMENT MANAGEMENT | $546,681 | |
| YELLOW WOOD PARTNERS LLC | INVESTMENT MANAGEMENT | $398,029 |
2012 · 5 contractors · $6.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| GENERAL ATLANTIC SERVICE COMPANY | GREENWICH, CT | INVESTMENT MANAGEMENT | $2,679,600 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $1,675,955 |
| CP COGENT SECURITIES LP | DALLAS, TX | INVESTMENT MANAGEMENT | $964,510 |
| GREENHILL & CO LLC | NEW YORK, NY | INVESTMENT MANAGEMENT | $531,649 |
| NCH NEW EUROPE PROPERTY INVS CORP | NEW YORK, NY | INVESTMENT MANAGEMENT | $472,730 |
2011 · 4 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $1,224,088 |
| NCH NEW EUROPE PROPERTY INVS II CORP | NEW YORK, NY | INVESTMENT MANAGEMENT | $1,115,620 |
| NCH NEW EUROPE PROPERTY INVS CORP | NEW YORK, NY | INVESTMENT MANAGEMENT | $1,000,000 |
| YELLOW WOOD PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $424,245 |
2010 · 4 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCH NEW EUROPE PROPERTY INVS CORP | NEW YORK, NY | INVESTMENT MANAGEMENT | $2,083,755 |
| CHARLESBANK CAPITAL PARTNERS LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $1,084,405 |
| MONUMENT GROUP INC | BOSTON, MA | CONSULTING SERVICES | $310,458 |
| THE BANK OF NEW YORK MELLON | NEW YORK, NY | TRANSACTION SERVICES | $260,400 |
2009 · 3 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| Cogent Partners | Dallas, TX | Consulting Services | $783,284 |
| Charlesbank Capital Partners | Boston, MA | Investment Management | $591,070 |
| Monument Group Inc | Boston, MA | Consulting Services | $310,458 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2009 · 1 grant to organizations · $2.11B
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $1,996,568,563 | $5,284,845 | $50,826,535,215 | $50,724,664,875 | $0 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $2,052,158,361 | $12,617 | $49,244,648,042 | $49,244,439,153 | $0 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $2,018,283,474 | $467,071,549 | $47,734,298,978 | $47,734,076,756 | $0 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $2,811,160,094 | $416,052,480 | $47,991,432,458 | $47,991,432,458 | $0 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $2,446,321,053 | $399,083,156 | $50,439,258,807 | $50,428,932,664 | $0 | $0 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $2,389,913,822 | $364,685,370 | $36,084,764,444 | $36,082,652,756 | $0 | $0 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $1,442,685,738 | $297,858,939 | $31,239,454,739 | $31,237,907,872 | $0 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $577,729,582 | $224,794,430 | $25,390,598,310 | $25,387,673,240 | $0 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $663,829,637 | $186,259,406 | $17,548,471,642 | $17,547,213,191 | $0 | $0 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $828,979,152 | $175,400,955 | $14,395,654,920 | $14,392,400,776 | $0 | $0 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $1,187,288,440 | $200,502,082 | $14,541,006,244 | $14,538,914,271 | $0 | $0 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $1,748,347,726 | $172,312,751 | $13,307,655,346 | $13,307,654,290 | $0 | $0 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $1,325,070,294 | $176,218,630 | $11,792,283,918 | $11,779,134,433 | $0 | $0 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $840,884,003 | $194,853,539 | $11,136,388,834 | $11,136,388,834 | $0 | $0 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $835,373,348 | $187,463,596 | $12,090,260,851 | $12,090,260,851 | $0 | $0 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $1,661,467,010 | $2,272,613,446 | $11,150,867,611 | $11,150,867,611 | $1,578,211,300 | $0 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- HARVARD PRIVATE CAPITAL REALTY INC Boston, MA · 3 people in common (Kathryn I Murtagh, Nirmal P Narvekar, Sanjeev Daga)
- HARVARD MANAGEMENT COMPANY INC Boston, MA · 3 people in common (Kathryn I Murtagh, Nirmal P Narvekar, Sanjeev Daga)
- PHEMUS CORPORATION Boston, MA · 3 people in common (Kathryn I Murtagh, Nirmal P Narvekar, Sanjeev Daga)
- DEMETER HOLDINGS CORPORATION Boston, MA · 3 people in common (Kathryn I Murtagh, Nirmal P Narvekar, Sanjeev Daga)
- Shipping Venture Corporation Boston, MA · 3 people in common (Kathryn I Murtagh, Nirmal P Narvekar, Sanjeev Daga)
- BLUE MARBLE HOLDINGS CORPORATION Boston, MA · 3 people in common (Kathryn I Murtagh, Nirmal P Narvekar, Sanjeev Daga) · related organization (Schedule R)
- HARVARD PRIVATE CAPITAL HOLDINGS INC Boston, MA · 2 people in common (Kathryn I Murtagh, Nirmal P Narvekar)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| GOTHIC CORPORATION | NC | B11 | $3,176,211,784 | $2,437,200,261 | DIRECTOR/PRESIDENT | $5,012,725 | Same NTEE code B11, revenue within 2x |
| CITY UNIVERSITY CONSTRUCTION FUND | NY | B11 | $1,517,891,563 | $1,520,124,923 | EXECUTIVE DIRECTOR | $299,933 | Same NTEE code B11, revenue within 2x |
| RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | NY | B11 | $1,858,824,863 | $1,648,805,410 | CIO, STONY BROOK FOUNDATION | $656,781 | Same NTEE code B11, revenue within 2x |
| AU MEDICAL CENTER INC | GA | B11 | $1,291,179,170 | $1,210,722,515 | PRESIDENT & CEO | $5,069,923 | Same NTEE code B11, revenue within 2x |
| UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY | VA | B11 | $780,811,330 | $32,863,515 | CEO/CIO | $5,014,567 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF COLORADO FOUNDATION | CO | B11 | $456,087,334 | $294,501,134 | PRESIDENT & CEO | $526,064 | Same NTEE code B11, revenue within 5x |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | AZ | B11 | $452,595,918 | $235,333,977 | CHIEF EXECUTIVE OFFICER ASUF | $708,275 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF ILLINOIS FOUNDATION | IL | B11 | $614,490,920 | $390,281,201 | Chief Investment Officer | $1,155,964 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF OREGON FOUNDATION | OR | B11 | $441,045,022 | $285,068,037 | CHIEF EXECUTIVE OFFICER | $834,928 | Same NTEE code B11, revenue within 5x |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | NY | B11 | $667,697,898 | $665,088,993 | PRESIDENT | $386,919 | Same NTEE code B11, revenue within 5x |
| INDIANA UNIVERSITY FOUNDATION | IN | B11 | $598,652,224 | $501,934,877 | President and CEO | $585,576 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF MINNESOTA FOUNDATION | MN | B11 | $586,199,341 | $383,185,554 | PRESIDENT/CEO (UNTIL 6/30/2025) | $788,382 | Same NTEE code B11, revenue within 5x |
| JEFFERSON UNIVERSITY PHYSICIANS | PA | B11 | $496,377,280 | $673,824,547 | PHYSICIAN & TJU PROFESSOR | $2,723,764 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF NEBRASKA FOUNDATION | NE | B11 | $479,367,176 | $367,350,093 | PRESIDENT & CEO | $865,194 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF WISCONSIN FOUNDATION | WI | B11 | $680,868,045 | $658,424,352 | CIO | $1,998,774 | Same NTEE code B11, revenue within 5x |
| ASSOCIATION OF UNIVERSITY PHYSICIANS | WA | B11 | $518,671,288 | $533,418,778 | UW MEDICINE CEO | $1,691,769 | Same NTEE code B11, revenue within 5x |
| THE UCLA FOUNDATION | CA | B11 | $695,701,493 | $605,200,161 | PRESIDENT/CIO | $1,198,187 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | CA | B11 | $606,100,425 | $431,159,298 | CHANCELLOR | $748,779 | Same NTEE code B11, revenue within 5x |
| KENTUCKY MEDICAL SERVICES FOUNDATION INC | KY | B11 | $410,772,197 | $410,890,638 | DIRECTOR | $1,397,527 | Same NTEE code B11, revenue within 5x |
| NYC SCHOOL SUPPORT SERVICES INC | NY | B11 | $807,359,173 | $806,772,903 | FIREPERSON | $470,214 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | KY | B11 | $496,128,536 | $482,869,232 | PRESIDENT | $2,220,088 | Same NTEE code B11, revenue within 5x |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | CA | B11 | $573,647,446 | $526,867,633 | president | $1,076,194 | Same NTEE code B11, revenue within 5x |
| GEORGIA TECH FOUNDATION INC | GA | B11 | $412,901,728 | $208,340,582 | CHIEF INVESTMENT OFFICER | $1,662,871 | Same NTEE code B11, revenue within 5x |
| HARVARD PRIVATE CAPITAL REALTY INC | MA | B11 | $212,368,340 | $2,920 | DIRECTOR & PRESIDENT | $6,383,808 | Same NTEE code B11, revenue within 10x, same state, similar mission |
| OHIO STATE UNIVERSITY FOUNDATION | OH | B11 | $378,949,364 | $355,007,186 | Board of Directors | $0 | Same NTEE code B11, revenue within 10x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $5,284,845 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | TAX & FILING FEES | $5,284,845 | $5,284,845 | $0 | $0 | 100.0% |
| Total | $5,284,845 | 100% |
2023 · Form 990 · $12,617 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | TAX & FILING FEES | $12,617 | $12,617 | $0 | $0 | 100.0% |
| Total | $12,617 | 100% |
2022 · Form 990 · $467,071,549 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Portfolio Deductions - K-1s | $464,014,187 | $464,014,187 | - | - | 99.3% |
| Other (as described) | Tax & Filing Fees | $3,057,362 | $3,057,362 | - | - | 0.7% |
| Total | $467,071,549 | 100% |
2021 · Form 990 · $416,052,480 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Portfolio Deductions - K-1s | $411,566,275 | $411,566,275 | - | - | 98.9% |
| Other (as described) | Tax & Filing Fees | $4,486,205 | $4,486,205 | - | - | 1.1% |
| Total | $416,052,480 | 100% |
2020 · Form 990 · $399,083,156 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Portfolio Deductions - K-1s | $397,466,145 | $397,466,145 | - | - | 99.6% |
| Other (as described) | Tax & Filing Fees | $1,617,011 | $1,617,011 | - | - | 0.4% |
| Total | $399,083,156 | 100% |
2019 · Form 990 · $364,685,370 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Portfolio Deductions - K-1s | $356,765,372 | $356,765,372 | - | - | 97.8% |
| Fees: investment management | $5,004,592 | $5,004,592 | - | - | 1.4% | |
| All other expenses | $2,497,472 | $2,497,472 | $0 | $0 | 0.7% | |
| Other (as described) | Tax & Filing Fees | $417,934 | $417,934 | - | - | 0.1% |
| Total | $364,685,370 | 100% |
2018 · Form 990 · $297,858,939 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $287,373,903 | $287,373,903 | - | - | 96.5% |
| Fees: investment management | $5,864,825 | $5,864,825 | - | - | 2.0% | |
| All other expenses | $4,411,987 | $4,411,987 | - | - | 1.5% | |
| Other (as described) | STATE TAX & FILING FEES | $208,224 | $208,224 | - | - | 0.1% |
| Total | $297,858,939 | 100% |
2017 · Form 990 · $224,794,430 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $217,093,307 | $217,093,307 | - | - | 96.6% |
| Fees: investment management | $4,308,887 | $4,308,887 | - | - | 1.9% | |
| All other expenses | $3,200,111 | $3,200,111 | - | - | 1.4% | |
| Other (as described) | STATE TAX & FILING FEES | $192,125 | $192,125 | - | - | 0.1% |
| Total | $224,794,430 | 100% |
2016 · Form 990 · $186,259,406 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $173,956,758 | $173,956,758 | - | - | 93.4% |
| Fees: investment management | $4,926,824 | $4,926,824 | - | - | 2.6% | |
| Other (as described) | STATE TAX & FILING FEES | $3,105,127 | $3,105,127 | - | - | 1.7% |
| All other expenses | $2,156,568 | $2,156,568 | - | - | 1.2% | |
| Fees: legal | $2,093,915 | $2,093,915 | - | - | 1.1% | |
| Fees: other services | $20,214 | $20,214 | - | - | 0.0% | |
| Total | $186,259,406 | 100% |
2015 · Form 990 · $175,400,955 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $165,102,419 | $165,102,419 | - | - | 94.1% |
| Fees: investment management | $5,197,196 | $5,197,196 | - | - | 3.0% | |
| All other expenses | $2,340,575 | $2,340,575 | - | - | 1.3% | |
| Fees: legal | $1,944,522 | $1,944,522 | - | - | 1.1% | |
| Other (as described) | STATE TAX & FILING FEES | $785,758 | $785,758 | - | - | 0.4% |
| Fees: other services | $30,485 | $30,485 | - | - | 0.0% | |
| Total | $175,400,955 | 100% |
2014 · Form 990 · $200,502,082 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $188,248,005 | $188,248,005 | - | - | 93.9% |
| Fees: investment management | $4,847,984 | $4,847,984 | - | - | 2.4% | |
| Fees: legal | $3,949,394 | $3,949,394 | - | - | 2.0% | |
| Interest | $1,829,492 | $1,829,492 | - | - | 0.9% | |
| Fees: other services | $710,735 | $710,735 | - | - | 0.4% | |
| Other (as described) | STATE TAX & FILING FEES | $464,385 | $464,385 | - | - | 0.2% |
| All other expenses | $452,087 | $452,087 | - | - | 0.2% | |
| Total | $200,502,082 | 100% |
2013 · Form 990 · $172,312,751 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $162,616,542 | $162,616,542 | - | - | 94.4% |
| Fees: investment management | $4,671,717 | $4,671,717 | - | - | 2.7% | |
| Fees: legal | $1,376,484 | $1,376,484 | - | - | 0.8% | |
| All other expenses | $1,365,595 | $1,365,595 | - | - | 0.8% | |
| Fees: other services | $1,321,566 | $1,321,566 | - | - | 0.8% | |
| Other (as described) | STATE TAX & FILING FEES | $960,847 | $960,847 | - | - | 0.6% |
| Total | $172,312,751 | 100% |
2012 · Form 990 · $176,218,630 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $168,012,043 | $168,012,043 | - | - | 95.3% |
| Fees: investment management | $4,809,455 | $4,809,455 | - | - | 2.7% | |
| Fees: legal | $1,061,195 | $1,061,195 | - | - | 0.6% | |
| Other (as described) | STATE TAX & FILING FEES | $1,016,185 | $1,016,185 | - | - | 0.6% |
| All other expenses | $908,471 | $908,471 | - | - | 0.5% | |
| Fees: other services | $411,281 | $411,281 | - | - | 0.2% | |
| Total | $176,218,630 | 100% |
2011 · Form 990 · $194,853,539 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $179,371,102 | $179,371,102 | - | - | 92.1% |
| Fees: investment management | $10,302,386 | $10,302,386 | - | - | 5.3% | |
| Fees: legal | $1,657,338 | $1,657,338 | - | - | 0.9% | |
| Fees: other services | $1,633,000 | $1,633,000 | - | - | 0.8% | |
| All other expenses | $1,444,364 | $1,444,364 | - | - | 0.7% | |
| Other (as described) | STATE TAX & FILING FEES | $445,349 | $445,349 | - | - | 0.2% |
| Total | $194,853,539 | 100% |
2010 · Form 990 · $187,463,596 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PORT. DEDUCTIONS - K-1S | $177,053,143 | $177,053,143 | - | - | 94.4% |
| Fees: investment management | $6,088,427 | $6,088,427 | - | - | 3.2% | |
| All other expenses | $2,727,844 | $2,727,844 | - | - | 1.5% | |
| Fees: legal | $1,405,018 | $1,405,018 | - | - | 0.7% | |
| Other (as described) | FEDERAL TAXES PAID | $96,475 | $96,475 | - | - | 0.1% |
| Other (as described) | STATE TAX & FILING FEES | $92,689 | $92,689 | - | - | 0.0% |
| Total | $187,463,596 | 100% |
2009 · Form 990 · $2,272,613,446 spent · pay $0 · grants $2,114,978,172 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,114,978,172 | $2,114,978,172 | - | - | 93.1% | |
| Other (as described) | Port. deductions - K-1s | $153,598,868 | $153,598,868 | - | - | 6.8% |
| Fees: legal | $2,098,528 | $2,098,528 | - | - | 0.1% | |
| Fees: other services | $1,159,410 | $1,159,410 | - | - | 0.1% | |
| Fees: investment management | $621,070 | $621,070 | - | - | 0.0% | |
| Other (as described) | State tax & Filing fees | $157,240 | $157,240 | - | - | 0.0% |
| Other (as described) | Miscellaneous expenses | $158 | $158 | - | - | 0.0% |
| Total | $2,272,613,446 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2021 | $0 | $0 | 1 |
Largest awards · 0 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|
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