HARVARD MANAGEMENT COMPANY INC
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Cite this
Plain text HARVARD MANAGEMENT COMPANY INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/harvard-management-company-inc-237361259. Retrieved 2026-11-09.
APA furp.org. (n.d.). HARVARD MANAGEMENT COMPANY INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 9, 2026, from https://furp.org/org/harvard-management-company-inc-237361259
MLA “HARVARD MANAGEMENT COMPANY INC.” furp.org, tax years 2009–2024, https://furp.org/org/harvard-management-company-inc-237361259. Accessed 9 Nov. 2026.
Retrieved 2026-11-09; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $130.5M · expenses $130.5M · assets $98.0M
- EIN
- 23-7361259
- Address
- 600 ATLANTIC AVENUE 15TH, BOSTON, MA 02210-2211
- Website
- WWW.HMC.HARVARD.EDU
- NTEE code
- B02 Management & Technical Assistance (Education) published (IRS Business Master File, as B020)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- April 1974 (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 (public charity) Pub 78 ↗
- Foundation status
- Public charity, 509(a)(2)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PROVIDE INVESTMENT MANAGEMENT SERVICES TO HARVARD UNIVERSITY.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
48 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 | MD - President & CEO | 2016-2024 | $6,383,808 | $62,767,125 | 8 |
| Richard W Slocum | MD - CIO | 2017-2024 | $5,125,560 | $46,345,306 | 1 |
| Adam Goldstein | MD - GENERALIST TEAM | 2017-2024 | $3,618,469 | $36,786,255 | 1 |
| Sanjeev Daga | MD - COO/CFO & Treasurer | 2018-2024 | $5,120,519 | $36,696,649 | 7 |
| John Shue | MD - Generalist Team | 2019-2024 | $3,198,539 | $27,292,959 | 1 |
| Kathryn I Murtagh | MD - CCO & CLERK | 2009-2024 | $2,427,727 | $25,989,478 | 8 |
| Marcus Loveland | MD - GENERALIST TEAM | 2021-2024 | $3,150,350 | $11,211,788 | 1 |
| Viral Dholabhai | MD - GENERALIST TEAM | 2022-2024 | $2,997,713 | $7,336,072 | 1 |
| Kerr Mone | MD - GENERALIST TEAM | 2020-2024 | $2,955,245 | $4,589,935 | 1 |
| Alan M Garber | DIRECTOR | 2023-2024 | $1,642,838 | $2,807,874 | 3 |
| Ritu Kalra | DIRECTOR | 2023-2024 | $721,071 | $1,276,897 | 4 |
| Stephen J Blyth (former) | MD - PRESIDENT & CEO * SEE SCH O | 2009-2016 | $6,800,936 | $64,318,850 | 9 |
| Daniel Cummings (former) | MD - REAL ESTATE | 2012-2017 | $10,117,087 | $63,816,491 | 1 |
| Andrew G Wiltshire (former) | MD-HEAD OF ALT.ASSETS(UNTIL 10/9/15) | 2009-2015 | $11,440,272 | $52,074,325 | 1 |
| Robert A Ettl (former) | MD - Operations | 2009-2019 | $4,840,210 | $42,829,852 | 8 |
| Jane L Mendillo (former) | MD - PRESIDENT & CEO(UNTIL 12/31/14) | 2009-2014 | $13,812,651 | $41,812,529 | 8 |
| ELISE McDONALD (former) | MD - Generalist Team | 2010-2023 | $3,285,726 | $38,426,548 | 1 |
| Carlos Saravia (former) | MD - Generalist Team | 2017-2023 | $3,454,087 | $34,260,678 | 1 |
| Alvaro Aguirre-Simunovic (former) | MD - NATURAL RESOURCES | 2011-2014 | $3,648,001 | $25,062,211 | 2 |
| Graig Fantuzzi (former) | MD - FIXED INCOME | 2009-2016 | $4,841,099 | $23,562,368 | 1 |
| Michele Toscani (former) | MD - FIXED INCOME | 2014-2017 | $5,490,714 | $22,402,283 | 1 |
| Jiqing Xia (former) | MD - Generalist Team | 2013-2021 | $2,178,050 | $19,348,966 | 1 |
| Marco Barrozo (former) | MD - FIXED INCOME(UNTIL 10/2/15) | 2010-2015 | $4,881,116 | $14,809,544 | 1 |
| Apoorva K Koticha (former) | MD - FI GLOBAL RATES | 2009-2011 | $3,114,653 | $12,104,954 | 1 |
| Drew Gilpin Faust (former) | DIRECTOR | 2009-2017 | $1,707,070 | $11,145,021 | 4 |
| Oliver Grantham (former) | SVP - NATURAL RESOURCES | 2011-2013 | $3,588,812 | $9,491,958 | 2 |
| Benjamin Brady (former) | SVP - REAL ESTATE | 2016-2018 | $5,784,839 | $8,840,254 | 1 |
| Neil Mason (former) | MD - CRO (UNTIL 7/1/13) | 2010-2013 | $2,490,651 | $8,548,041 | 1 |
| Steven A Alperin (former) | MAN. DIR. EMERGING MARKETS | 2009-2010 | $1,587,613 | $8,479,117 | 1 |
| Lawrence S Bacow (former) | DIRECTOR | 2018-2022 | $1,757,109 | $6,015,213 | 5 |
| Kavindi Wickremage (former) | SVP - REAL ESTATE | 2018 | $5,849,959 | $5,849,959 | 1 |
| Jeremy C Stein (former) | DIRECTOR | 2015-2023 | $665,863 | $5,410,596 | 1 |
| Thomas J Hollister (former) | DIRECTOR | 2015-2022 | $703,040 | $4,688,356 | 3 |
| Orest Hrabowych (former) | SVP - REAL ESTATE | 2018 | $4,478,193 | $4,478,193 | 1 |
| Katherine N Lapp (former) | DIRECTOR(UNTIL 9/28/15) | 2009-2015 | $701,720 | $4,095,650 | 5 |
| Joseph Marconi (former) | SVP - PORTFOLIO MANAGER, REAL ESTATE | 2016 | $3,070,989 | $3,070,989 | 1 |
| Marc P Seidner (former) | Man. Dir. - Domestic FI | 2009 | $2,926,108 | $2,926,108 | 1 |
| Satyajit Parikh (former) | MD - COMMODITIES | 2012 | $2,870,365 | $2,870,365 | 1 |
| Robert S Kaplan (former) | DIRECTOR(UNTIL 8/25/15) | 2009-2015 | $305,753 | $2,411,771 | 2 |
| Hans Plukas (former) | MD - GENERALIST TEAM | 2020 | $2,084,798 | $2,084,798 | 1 |
| Jay O Light (former) | DIRECTOR | 2009-2014 | $0 | $1,866,770 | 2 |
| Elaine Chan (former) | MD - GENERALIST TEAM | 2020 | $1,683,426 | $1,683,426 | 1 |
| Peter F Dolan (former) | Man. Dir. Private Equity | 2009 | $1,641,972 | $1,641,972 | 1 |
| Claudine Gay (former) | DIRECTOR UNTIL 01/02/24 | 2023 | $1,362,955 | $1,362,955 | 4 |
| John Y Campbell (former) | DIRECTOR | 2009-2010 | $434,996 | $817,676 | 1 |
| Daniel V Kelly (former) | Former Clerk | 2009 | $781,914 | $781,914 | 1 |
| Edward C Forst (former) | Director | 2009 | $557,380 | $557,380 | 2 |
| Daniel Shore (former) | Director | 2009 | $330,916 | $330,916 | 1 |
Officers and directors, no compensation reported
23 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Timothy R Barakett | DIRECTOR & CHAIR | 2022-2024 | 1 | $0 reported | 3 |
| Paul J Finnegan | DIRECTOR | 2013-2024 | 1 | $0 reported | 3 |
| Amy C Falls | DIRECTOR | 2015-2024 | 1 | $0 reported | 2 |
| Brian Rogers | DIRECTOR | 2016-2024 | 1 | $0 reported | 1 |
| Eric Doppstadt | Director | 2020-2024 | 1 | $0 reported | 1 |
| Joshua S Friedman | DIRECTOR | 2015-2024 | 1 | $0 reported | 1 |
| Robert Jain | DIRECTOR | 2015-2024 | 1 | $0 reported | 1 |
| Tricia M Glynn | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Martin Escobari | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Michael Chae | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Keith Johnson (former) | DIRECTOR | 2022-2023 | 1 | $0 reported | 1 |
| William M Lewis Jr (former) | DIRECTOR | 2018-2023 | 1 | $0 reported | 1 |
| Thomas L Kempner Jr (former) | DIRECTOR | 2011-2022 | 1 | $0 reported | 2 |
| Jane Brock-Wilson (former) | DIRECTOR | 2010-2019 | 1 | $0 reported | 1 |
| Glenn H Hutchins (former) | DIRECTOR | 2009-2015 | 1 | $0 reported | 1 |
| Martin L Leibowitz (former) | DIRECTOR | 2009-2015 | 1 | $0 reported | 1 |
| James F Rothenberg (former) | DIRECTOR(UNTIL 7/21/15) | 2009-2015 | 1 | $0 reported | 3 |
| Sir Ronald Cohen (former) | DIRECTOR | 2013-2014 | 1 | $0 reported | 1 |
| William W Helman (former) | DIRECTOR | 2009-2014 | 1 | $0 reported | 1 |
| Peter A Nadosy (former) | DIRECTOR (UNTIL 12/31/13) | 2009-2013 | 1 | $0 reported | 2 |
| Sir Ronald Cohen As Of 92512 (former) | DIRECTOR | 2012 | 1 | $0 reported | 1 |
| Jacob Goldfield (former) | Director | 2009 | 1 | $0 reported | 1 |
| Hilda Ochoa-Brillembourg (former) | Director | 2009 | 1 | $0 reported | 1 |
People by year
2024 · 21 people listed · 11 paid, $37.3M · 119 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | MD - President & CEO | 50 | $6,214,550 | $0 | $169,258 | $6,383,808 | 8 |
| RICHARD W SLOCUM | MD - CIO | 60 | $4,975,686 | $0 | $149,874 | $5,125,560 | 1 |
| SANJEEV DAGA | MD - COO/CFO & Treasurer | 50 | $4,967,949 | $0 | $152,570 | $5,120,519 | 7 |
| Adam Goldstein | MD - GENERALIST TEAM | 60 | $3,496,393 | $0 | $122,076 | $3,618,469 | 1 |
| JOHN SHUE | MD - Generalist Team | 60 | $3,076,911 | $0 | $121,628 | $3,198,539 | 1 |
| MARCUS LOVELAND | MD - GENERALIST TEAM | 60 | $3,030,167 | $0 | $120,183 | $3,150,350 | 1 |
| VIRAL DHOLABHAI | MD - GENERALIST TEAM | 60 | $2,880,415 | $0 | $117,298 | $2,997,713 | 1 |
| Kerr Mone | MD - GENERALIST TEAM | 60 | $2,838,860 | $0 | $116,385 | $2,955,245 | 1 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $2,377,116 | $0 | $50,611 | $2,427,727 | 8 |
| Alan M Garber | DIRECTOR | 2 | $0 | $1,391,448 | $251,390 | $1,642,838 | 3 |
| RITU KALRA | DIRECTOR | 1 | $0 | $646,696 | $74,375 | $721,071 | 4 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Eric Doppstadt | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Martin Escobari | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael Chae | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL J FINNEGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Timothy R Barakett | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| TRICIA M GLYNN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 23 people listed · 13 paid, $39.1M · 113 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | MD - President & CEO | 50 | $6,065,114 | $0 | $163,603 | $6,228,717 | 8 |
| RICHARD W SLOCUM | MD - CIO | 60 | $4,855,885 | $0 | $144,854 | $5,000,739 | 1 |
| SANJEEV DAGA | MD - COO & Treasurer | 50 | $4,849,849 | $0 | $145,850 | $4,995,699 | 7 |
| Adam Goldstein | MD - GENERALIST TEAM | 60 | $3,585,935 | $0 | $121,915 | $3,707,850 | 1 |
| Carlos Saravia | MD - Generalist Team | 60 | $3,405,829 | $0 | $48,258 | $3,454,087 | 1 |
| ELISE McDONALD | MD - Generalist Team | 60 | $3,159,716 | $0 | $126,010 | $3,285,726 | 1 |
| JOHN SHUE | MD - Generalist Team | 60 | $3,142,591 | $0 | $117,480 | $3,260,071 | 1 |
| MARCUS LOVELAND | MD - GENERALIST TEAM | 60 | $2,924,693 | $0 | $115,768 | $3,040,461 | 1 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $2,296,350 | $0 | $48,682 | $2,345,032 | 8 |
| Claudine Gay | DIRECTOR UNTIL 01/02/24 | - | $0 | $1,079,008 | $283,947 | $1,362,955 | 4 |
| Alan M Garber | DIRECTOR AS OF 01/02/24 | 2 | $0 | $922,068 | $242,968 | $1,165,036 | 3 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $607,614 | $58,249 | $665,863 | 1 |
| RITU KALRA | DIRECTOR | 1 | $0 | $501,481 | $54,345 | $555,826 | 4 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Eric Doppstadt | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEITH JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Timothy R Barakett | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| TRICIA M GLYNN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM M LEWIS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 22 people listed · 12 paid, $54.2M · 128 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | MD - President & CEO | 50 | $9,602,531 | $0 | $65,735 | $9,668,266 | 8 |
| RICHARD W SLOCUM | MD - CIO | 60 | $7,682,394 | $0 | $65,735 | $7,748,129 | 1 |
| Carlos Saravia | MD - Generalist Team | 60 | $6,614,167 | $0 | $65,399 | $6,679,566 | 1 |
| Adam Goldstein | MD - GENERALIST TEAM | 60 | $5,936,995 | $0 | $65,393 | $6,002,388 | 1 |
| ELISE McDONALD | MD - Generalist Team | 60 | $5,158,359 | $0 | $73,279 | $5,231,638 | 1 |
| JOHN SHUE | MD - Generalist Team | 60 | $5,078,775 | $0 | $65,477 | $5,144,252 | 1 |
| VIRAL DHOLABHAI | MD - GENERALIST TEAM | 60 | $4,272,960 | $0 | $65,399 | $4,338,359 | 1 |
| SANJEEV DAGA | MD - COO & Treasurer | 50 | $3,915,776 | $0 | $67,097 | $3,982,873 | 7 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $2,252,121 | $0 | $46,222 | $2,298,343 | 8 |
| LAWRENCE S BACOW | DIRECTOR | 2 | $0 | $1,333,866 | $423,243 | $1,757,109 | 5 |
| THOMAS J HOLLISTER | DIRECTOR | 1 | $0 | $630,779 | $72,261 | $703,040 | 3 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $552,624 | $60,161 | $612,785 | 1 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Eric Doppstadt | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEITH JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| Timothy R Barakett | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM M LEWIS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 21 people listed · 13 paid, $63.5M · 133 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | MD - President & CEO | 50 | $8,749,717 | $0 | $1,728,098 | $10,477,815 | 8 |
| RICHARD W SLOCUM | MD - CIO | 60 | $7,001,504 | $0 | $1,395,403 | $8,396,907 | 1 |
| ELISE McDONALD | MD - Generalist Team | 60 | $6,677,587 | $0 | $1,004,680 | $7,682,267 | 1 |
| JOHN SHUE | MD - Generalist Team | 60 | $6,447,604 | $0 | $963,645 | $7,411,249 | 1 |
| Carlos Saravia | MD - Generalist Team | 60 | $6,124,853 | $0 | $63,567 | $6,188,420 | 1 |
| SANJEEV DAGA | MD - COO & Treasurer | 50 | $5,521,785 | $0 | $63,765 | $5,585,550 | 7 |
| Adam Goldstein | MD - GENERALIST TEAM | 60 | $5,446,099 | $0 | $63,561 | $5,509,660 | 1 |
| Marcus Loveland | MD - GENERALIST TEAM | 60 | $4,957,410 | $0 | $63,567 | $5,020,977 | 1 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $2,452,214 | $0 | $44,560 | $2,496,774 | 8 |
| JIQING XIA | MD - Generalist Team | 60 | $2,111,535 | $0 | $66,515 | $2,178,050 | 1 |
| LAWRENCE S BACOW | DIRECTOR | 2 | $0 | $1,048,985 | $281,215 | $1,330,200 | 5 |
| THOMAS J HOLLISTER | DIRECTOR | 1 | $0 | $544,795 | $69,139 | $613,934 | 3 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $538,725 | $62,208 | $600,933 | 1 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Eric Doppstadt | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM M LEWIS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 21 people listed · 13 paid, $29.0M · 166 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SANJEEV DAGA | MD - COO & Treasurer | 50 | $6,020,756 | $0 | $1,136,730 | $7,157,486 | 7 |
| ELISE McDONALD | MD - Generalist Team | 60 | $3,702,317 | $0 | $1,003,200 | $4,705,517 | 1 |
| JOHN SHUE | MD - Generalist Team | 60 | $3,499,650 | $0 | $962,165 | $4,461,815 | 1 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $2,252,656 | $0 | $43,641 | $2,296,297 | 8 |
| Hans Plukas | MD - GENERALIST TEAM | 60 | $2,016,592 | $0 | $68,206 | $2,084,798 | 1 |
| Elaine Chan | MD - GENERALIST TEAM | 60 | $1,630,466 | $0 | $52,960 | $1,683,426 | 1 |
| Kerr Mone | MD - GENERALIST TEAM | 60 | $1,570,544 | $0 | $64,146 | $1,634,690 | 1 |
| LAWRENCE S BACOW | DIRECTOR | 2 | $0 | $912,565 | $220,378 | $1,132,943 | 5 |
| NIRMAL P NARVEKAR | MD - President & CEO | 50 | $1,002,336 | $0 | $62,285 | $1,064,621 | 8 |
| RICHARD W SLOCUM | MD - CIO | 60 | $803,578 | $0 | $62,423 | $866,001 | 1 |
| JIQING XIA | MD - Generalist Team | 60 | $649,586 | $0 | $65,035 | $714,621 | 1 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $559,041 | $62,357 | $621,398 | 1 |
| THOMAS J HOLLISTER | DIRECTOR | 1 | $0 | $545,891 | $67,904 | $613,795 | 3 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| Eric Doppstadt | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM M LEWIS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 21 people listed · 13 paid, $50.2M · 175 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SANJEEV DAGA | MD - COO & Treasurer | 50 | $6,264,390 | $0 | $3,590,132 | $9,854,522 | 7 |
| NIRMAL P NARVEKAR | MD - President & CEO | 50 | $6,252,291 | $0 | $61,539 | $6,313,830 | 8 |
| RICHARD W SLOCUM | MD - CIO | 60 | $5,003,533 | $0 | $61,677 | $5,065,210 | 1 |
| ROBERT A ETTL | MD - Operations | 60 | $4,775,833 | $0 | $64,377 | $4,840,210 | 8 |
| ELISE McDONALD | MD - Generalist Team | 60 | $3,583,958 | $0 | $1,069,071 | $4,653,029 | 1 |
| ADAM S GOLDSTEIN | MD - GENERALIST TEAM | 60 | $4,375,455 | $0 | $61,335 | $4,436,790 | 1 |
| CARLOS SARAVIA | MD - GENERALIST TEAM | 60 | $4,375,455 | $0 | $61,335 | $4,436,790 | 1 |
| JOHN SHUE | MD - Generalist Team | 60 | $2,786,947 | $0 | $1,030,086 | $3,817,033 | 1 |
| JIQING XIA | MD - Generalist Team | 60 | $2,199,591 | $0 | $64,239 | $2,263,830 | 1 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $1,936,548 | $0 | $42,914 | $1,979,462 | 8 |
| LAWRENCE S BACOW | DIRECTOR | 2 | $0 | $1,046,906 | $177,983 | $1,224,889 | 5 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $582,098 | $62,037 | $644,135 | 1 |
| THOMAS J HOLLISTER | DIRECTOR | 1 | $0 | $563,241 | $66,372 | $629,613 | 3 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM M LEWIS JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 22 people listed · 13 paid, $53.1M · 236 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | MD - PRESIDENT & CEO | 50 | $7,201,795 | $0 | $1,357,418 | $8,559,213 | 8 |
| RICHARD W SLOCUM | MD - CIO | 60 | $5,003,037 | $0 | $1,182,658 | $6,185,695 | 1 |
| KAVINDI WICKREMAGE | SVP - REAL ESTATE | 60 | $5,843,513 | $0 | $6,446 | $5,849,959 | 1 |
| BENJAMIN BRADY | SVP - REAL ESTATE | 60 | $5,776,622 | $0 | $8,217 | $5,784,839 | 1 |
| CARLOS SARAVIA | MD - GENERALIST TEAM | 60 | $4,632,067 | $0 | $1,015,666 | $5,647,733 | 1 |
| ADAM S GOLDSTEIN | MD - GENERALIST TEAM | 60 | $4,631,019 | $0 | $1,012,922 | $5,643,941 | 1 |
| ROBERT A ETTL | MD - COO & TREASURER (UNTIL 3/14/19) | 50 | $4,448,145 | $0 | $62,771 | $4,510,916 | 8 |
| OREST HRABOWYCH | SVP - REAL ESTATE | 60 | $4,472,265 | $0 | $5,928 | $4,478,193 | 1 |
| JIQING XIA | MD - CRO | 60 | $2,699,215 | $0 | $61,501 | $2,760,716 | 1 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $1,836,048 | $0 | $42,040 | $1,878,088 | 8 |
| THOMAS J HOLLISTER | DIRECTOR | 1 | $0 | $546,072 | $66,497 | $612,569 | 3 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $547,835 | $61,516 | $609,351 | 1 |
| LAWRENCE S BACOW | DIRECTOR | 2 | $0 | $523,008 | $47,064 | $570,072 | 5 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM M LEWIS JR | DIRECTOR (AS OF 3/1/19) | 1 | $0 | $0 | $0 | $0 | 1 |
| SANJEEV DAGA | MD - COO & TREASURER (AS OF 3/14/19) | 50 | $0 | $0 | $0 | $0 | 7 |
2017 · 20 people listed · 13 paid, $69.6M · 279 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NIRMAL P NARVEKAR | MD - PRESIDENT & CEO | 50 | $9,251,786 | $0 | $3,847,338 | $13,099,124 | 8 |
| DANIEL CUMMINGS | MD - REAL ESTATE | 60 | $10,057,908 | $0 | $59,179 | $10,117,087 | 1 |
| RICHARD W SLOCUM | MD - CIO | 60 | $5,056,899 | $0 | $2,900,166 | $7,957,065 | 1 |
| ADAM S GOLDSTEIN | MD - GENERALIST TEAM | 60 | $5,238,443 | $0 | $2,628,714 | $7,867,157 | 1 |
| CARLOS SARAVIA | MD - GENERALIST TEAM | 60 | $5,219,912 | $0 | $2,634,170 | $7,854,082 | 1 |
| MICHELE TOSCANI | MD - FIXED INCOME | 60 | $5,462,879 | $0 | $27,835 | $5,490,714 | 1 |
| ROBERT A ETTL | MD - COO & TREASURER | 50 | $5,254,276 | $0 | $59,641 | $5,313,917 | 8 |
| ELISE MCDONALD | MD - GENERALIST TEAM | 60 | $4,526,977 | $0 | $63,343 | $4,590,320 | 1 |
| JIQING XIA | MD - CRO | 60 | $2,699,156 | $0 | $58,421 | $2,757,577 | 1 |
| DREW GILPIN FAUST | DIRECTOR | 1 | $0 | $980,970 | $726,100 | $1,707,070 | 4 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $1,651,050 | $0 | $40,440 | $1,691,490 | 8 |
| THOMAS J HOLLISTER | DIRECTOR | 1 | $0 | $517,675 | $63,113 | $580,788 | 3 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $517,888 | $59,920 | $577,808 | 1 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 20 people listed · 13 paid, $60.7M · 318 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL CUMMINGS | MD - REAL ESTATE | 60 | $23,798,880 | $0 | $54,647 | $23,853,527 | 1 |
| MICHELE TOSCANI | MD - FIXED INCOME | 60 | $7,011,118 | $0 | $53,795 | $7,064,913 | 1 |
| STEPHEN J BLYTH | MD - PRESIDENT & CEO * SEE SCH O | 50 | $6,730,697 | $28,461 | $41,778 | $6,800,936 | 9 |
| GRAIG FANTUZZI | MD - FIXED INCOME | 60 | $4,787,334 | $0 | $53,765 | $4,841,099 | 1 |
| ROBERT A ETTL | MD - COO & TREASURER * SEE SCH O | 50 | $4,299,220 | $0 | $57,059 | $4,356,279 | 8 |
| JOSEPH MARCONI | SVP - PORTFOLIO MANAGER, REAL ESTATE | 60 | $3,009,602 | $0 | $61,387 | $3,070,989 | 1 |
| BENJAMIN BRADY | SVP - REAL ESTATE | 60 | $3,002,592 | $0 | $52,823 | $3,055,415 | 1 |
| JIQING XIA | MD - CRO | 60 | $2,435,656 | $0 | $55,927 | $2,491,583 | 1 |
| DREW GILPIN FAUST | DIRECTOR | 1 | $0 | $909,678 | $623,807 | $1,533,485 | 4 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $1,464,116 | $0 | $39,055 | $1,503,171 | 8 |
| NIRMAL P NARVEKAR | MD - PRESIDENT & CEO(AS OF 12/5/16) | 50 | $57,746 | $0 | $913,985 | $971,731 | 8 |
| THOMAS J HOLLISTER | DIRECTOR | 1 | $0 | $525,951 | $61,755 | $587,706 | 3 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $508,796 | $57,802 | $566,598 | 1 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN ROGERS | DIRECTOR(AS OF 2/13/17) | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 23 people listed · 14 paid, $66.5M · 370 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN J BLYTH | MD - PRESIDENT & CEO * SEE SCH O | 50 | $14,835,922 | $12 | $52,350 | $14,888,284 | 9 |
| DANIEL CUMMINGS | MD - REAL ESTATE | 60 | $11,521,764 | $0 | $52,655 | $11,574,419 | 1 |
| ANDREW G WILTSHIRE | MD-HEAD OF ALT.ASSETS(UNTIL 10/9/15) | 60 | $11,392,515 | $0 | $47,757 | $11,440,272 | 1 |
| MICHELE TOSCANI | MD - FIXED INCOME | 60 | $5,798,826 | $0 | $52,349 | $5,851,175 | 1 |
| MARCO BARROZO | MD - FIXED INCOME(UNTIL 10/2/15) | 60 | $4,838,697 | $0 | $42,419 | $4,881,116 | 1 |
| ROBERT A ETTL | MD - COO & TREASURER * SEE SCH O | 50 | $4,697,050 | $0 | $55,067 | $4,752,117 | 8 |
| GRAIG FANTUZZI | MD - FIXED INCOME | 60 | $4,673,114 | $0 | $52,319 | $4,725,433 | 1 |
| JIQING XIA | MD - CRO | 60 | $3,256,863 | $0 | $53,397 | $3,310,260 | 1 |
| DREW GILPIN FAUST | DIRECTOR | 1 | $0 | $1,404,848 | $494,228 | $1,899,076 | 4 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $1,284,937 | $0 | $37,911 | $1,322,848 | 8 |
| KATHERINE N LAPP | DIRECTOR(UNTIL 9/28/15) | 1 | $0 | $659,823 | $41,897 | $701,720 | 5 |
| JEREMY C STEIN | DIRECTOR | 1 | $0 | $455,948 | $55,777 | $511,725 | 1 |
| THOMAS J HOLLISTER | DIRECTOR | 1 | $0 | $297,892 | $49,019 | $346,911 | 3 |
| ROBERT S KAPLAN | DIRECTOR(UNTIL 8/25/15) | 1 | $0 | $260,314 | $45,439 | $305,753 | 2 |
| PAUL J FINNEGAN | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| AMY C FALLS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSHUA S FRIEDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN H HUTCHINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT JAIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARTIN L LEIBOWITZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES F ROTHENBERG | DIRECTOR(UNTIL 7/21/15) | 1 | $0 | $0 | $0 | $0 | 3 |
2014 · 23 people listed · 14 paid, $67.4M · 351 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE L MENDILLO | MD - PRESIDENT & CEO(UNTIL 12/31/14) | 50 | $13,757,369 | $0 | $55,282 | $13,812,651 | 8 |
| ANDREW G WILTSHIRE | MD - HEAD OF ALT. ASSETS | 60 | $10,403,329 | $0 | $51,458 | $10,454,787 | 1 |
| DANIEL CUMMINGS | MD - REAL ESTATE | 60 | $8,668,164 | $0 | $53,901 | $8,722,065 | 1 |
| STEPHEN J BLYTH | MD - PRESIDENT & CEO(AS OF 1/1/15) | 50 | $8,292,303 | $12 | $53,791 | $8,346,106 | 9 |
| ELISE MCDONALD | MD - ABSOLUTE RETURN | 60 | $4,489,988 | $0 | $57,402 | $4,547,390 | 1 |
| ROBERT A ETTL | MD - COO & TREASURER | 50 | $4,389,924 | $0 | $54,933 | $4,444,857 | 8 |
| MICHELE TOSCANI | MD - FIXED INCOME | 60 | $3,945,196 | $0 | $50,285 | $3,995,481 | 1 |
| ALVARO AGUIRRE-SIMUNOVIC | MD - NATURAL RESOURCES | 1 | $0 | $3,597,599 | $50,402 | $3,648,001 | 2 |
| GRAIG FANTUZZI | MD - FIXED INCOME | 60 | $3,520,721 | $0 | $50,285 | $3,571,006 | 1 |
| JIQING XIA | MD - CRO | 60 | $2,511,973 | $0 | $41,228 | $2,553,201 | 1 |
| DREW GILPIN FAUST | DIRECTOR | 1 | $0 | $816,370 | $386,610 | $1,202,980 | 4 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $980,618 | $0 | $37,615 | $1,018,233 | 8 |
| KATHERINE N LAPP | DIRECTOR | 1 | $0 | $630,414 | $41,375 | $671,789 | 5 |
| ROBERT S KAPLAN | DIRECTOR | 1 | $0 | $349,573 | $44,219 | $393,792 | 2 |
| JAMES F ROTHENBERG | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SIR RONALD COHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL J FINNEGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM W HELMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN H HUTCHINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARTIN L LEIBOWITZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAY O LIGHT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2013 · 25 people listed · 15 paid, $66.2M · 332 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN J BLYTH | MD - HEAD OF PUBLIC MARKETS | 60 | $11,435,692 | $12 | $62,825 | $11,498,529 | 9 |
| JANE L MENDILLO | MD - PRESIDENT & CEO | 50 | $9,497,390 | $0 | $62,547 | $9,559,937 | 8 |
| ALVARO AGUIRRE-SIMUNOVIC | MD - NATURAL RESOURCES | 1 | $0 | $9,497,053 | $57,456 | $9,554,509 | 2 |
| ANDREW G WILTSHIRE | MD - HEAD OF ALTERNATIVE ASSETS | 60 | $8,418,110 | $0 | $57,407 | $8,475,517 | 1 |
| DANIEL CUMMINGS | MD - REAL ESTATE | 60 | $5,318,164 | $0 | $54,187 | $5,372,351 | 1 |
| MARCO BARROZO | MD - FIXED INCOME | 60 | $4,787,750 | $0 | $52,536 | $4,840,286 | 1 |
| ROBERT A ETTL | MD - COO & TREASURER | 50 | $4,009,729 | $0 | $56,337 | $4,066,066 | 8 |
| OLIVER GRANTHAM | SVP - NATURAL RESOURCES | 1 | $0 | $3,544,687 | $44,125 | $3,588,812 | 2 |
| GRAIG FANTUZZI | MD - FIXED INCOME | 60 | $3,177,160 | $0 | $50,890 | $3,228,050 | 1 |
| NEIL MASON | MD - CRO (UNTIL 7/1/13) | 60 | $2,462,458 | $0 | $28,193 | $2,490,651 | 1 |
| DREW GILPIN FAUST | DIRECTOR | 1 | $0 | $784,533 | $327,616 | $1,112,149 | 4 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $968,766 | $0 | $36,744 | $1,005,510 | 8 |
| KATHERINE N LAPP | DIRECTOR | 1 | $0 | $615,753 | $42,202 | $657,955 | 5 |
| ROBERT S KAPLAN | DIRECTOR | 1 | $0 | $351,221 | $39,582 | $390,803 | 2 |
| JIQING XIA | MD - CRO | 60 | $307,118 | $0 | $12,010 | $319,128 | 1 |
| JAMES F ROTHENBERG | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SIR RONALD COHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL J FINNEGAN | DIRECTOR (AS OF 3/1/14) | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM W HELMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN H HUTCHINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARTIN L LEIBOWITZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAY O LIGHT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PETER A NADOSY | DIRECTOR (UNTIL 12/31/13) | 1 | $0 | $0 | $0 | $0 | 2 |
2012 · 23 people listed · 14 paid, $47.3M · 324 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW G WILTSHIRE | MD - HEAD OF ALTERNATIVE ASSETS | 60 | $7,842,003 | $0 | $54,274 | $7,896,277 | 1 |
| ALVARO AGUIRRE-SIMUNOVIC | MD - NATURAL RESOURCES | 1 | $0 | $6,513,305 | $51,802 | $6,565,107 | 2 |
| STEPHEN J BLYTH | MD - HEAD OF PUBLIC MARKETS | 60 | $5,294,097 | $12 | $55,517 | $5,349,626 | 9 |
| JANE L MENDILLO | MD - PRESIDENT & CEO | 50 | $4,746,610 | $0 | $54,737 | $4,801,347 | 8 |
| DANIEL CUMMINGS | MD - REAL ESTATE | 60 | $4,123,752 | $0 | $53,290 | $4,177,042 | 1 |
| ROBERT A ETTL | MD - COO & TREASURER | 50 | $3,911,802 | $0 | $51,024 | $3,962,826 | 8 |
| OLIVER GRANTHAM | SVP - NATURAL RESOURCES | 1 | $0 | $3,750,623 | $41,605 | $3,792,228 | 2 |
| SATYAJIT PARIKH | MD - COMMODITIES | 60 | $2,829,417 | $0 | $40,948 | $2,870,365 | 1 |
| NEIL MASON | MD - CRO | 60 | $2,482,750 | $0 | $48,836 | $2,531,586 | 1 |
| ELISE MCDONALD | MD - ABSOLUTE RETURN | 60 | $2,211,046 | $0 | $53,916 | $2,264,962 | 1 |
| DREW GILPIN FAUST | DIRECTOR | 1 | $0 | $770,887 | $269,750 | $1,040,637 | 4 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 50 | $927,618 | $0 | $34,353 | $961,971 | 8 |
| KATHERINE N LAPP | DIRECTOR | 1 | $0 | $600,348 | $42,633 | $642,981 | 5 |
| ROBERT S KAPLAN | DIRECTOR | 1 | $0 | $362,911 | $38,868 | $401,779 | 2 |
| JAMES F ROTHENBERG | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SIR RONALD COHEN AS OF 92512 | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM W HELMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN H HUTCHINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARTIN L LEIBOWITZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAY O LIGHT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PETER A NADOSY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2011 · 22 people listed · 15 paid, $41.5M · 346 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW G WILTSHIRE | MD - HEAD OF ALTERNATIVE ASSETS | 40 | $6,563,627 | $0 | $44,954 | $6,608,581 | 1 |
| STEPHEN J BLYTH | MD - HEAD OF PUBLIC MARKETS | 40 | $6,116,613 | $0 | $44,876 | $6,161,489 | 9 |
| JANE L MENDILLO | MD - PRESIDENT & CEO | 40 | $5,277,599 | $0 | $46,154 | $5,323,753 | 8 |
| ALVARO AGUIRRE-SIMUNOVIC | MD - NATURAL RESOURCES | 40 | $0 | $5,250,408 | $44,186 | $5,294,594 | 2 |
| APOORVA K KOTICHA | MD - FI GLOBAL RATES | 40 | $3,067,539 | $0 | $47,114 | $3,114,653 | 1 |
| MARCO C BARROZO | MD - FI GLOBAL RATES | 40 | $2,944,513 | $0 | $40,795 | $2,985,308 | 1 |
| ROBERT A ETTL | MD - COO & TREASURER | 40 | $2,860,740 | $0 | $47,454 | $2,908,194 | 8 |
| GRAIG A FANTUZZI | MD - FI RELATIVE VALUE | 40 | $2,211,638 | $0 | $45,037 | $2,256,675 | 1 |
| OLIVER GRANTHAM | SVP - NATURAL RESOURCES | 40 | $0 | $2,073,249 | $37,669 | $2,110,918 | 2 |
| NEIL MASON | MD - CRO | 40 | $1,862,589 | $0 | $44,906 | $1,907,495 | 1 |
| KATHRYN I MURTAGH | MD - CCO & CLERK | 40 | $913,599 | $0 | $34,330 | $947,929 | 8 |
| DREW GILPIN FAUST | DIRECTOR | 1 | $0 | $729,106 | $170,628 | $899,734 | 4 |
| KATHERINE N LAPP | DIRECTOR | 1 | $0 | $579,022 | $41,512 | $620,534 | 5 |
| ROBERT S KAPLAN | DIRECTOR | 1 | $0 | $292,872 | $38,055 | $330,927 | 2 |
| JAY O LIGHT | DIRECTOR | 1 | $0 | $32,175 | $0 | $32,175 | 2 |
| JAMES F ROTHENBERG | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM W HELMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN H HUTCHINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS L KEMPNER JR | DIRECTOR (AS OF 10/3/11) | 1 | $0 | $0 | $0 | $0 | 2 |
| MARTIN L LEIBOWITZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER A NADOSY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2010 · 22 people listed · 16 paid, $31.7M · 323 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANDREW G WILTSHIRE | MAN. DIR.- EXT. PLATFORM | 40 | $5,511,739 | $0 | $43,219 | $5,554,958 | 1 |
| APOORVA K KOTICHA | MAN. DIR. - INTL FI | 40 | $4,431,767 | $0 | $44,004 | $4,475,771 | 1 |
| JANE L MENDILLO | DIRECTOR,CEO & PRESIDENT | 40 | $3,516,539 | $0 | $43,919 | $3,560,458 | 8 |
| STEPHEN J BLYTH | MAN. DIR. - INT. PLATFORM | 40 | $2,745,598 | $0 | $42,517 | $2,788,115 | 9 |
| GRAIG A FANTUZZI | SVP - FI RELATIVE VALUE | 40 | $2,139,836 | $0 | $37,691 | $2,177,527 | 1 |
| MARCO C BARROZO | MAN. DIR. - FI GLOBAL RATES | 40 | $2,061,143 | $0 | $41,691 | $2,102,834 | 1 |
| ROBERT A ETTL | COO & TREASURER | 40 | $1,916,975 | $0 | $48,219 | $1,965,194 | 8 |
| NEIL MASON | CRO | 40 | $1,599,354 | $0 | $18,955 | $1,618,309 | 1 |
| STEVEN A ALPERIN | MAN. DIR. EMERGING MARKETS | 40 | $1,544,826 | $0 | $42,787 | $1,587,613 | 1 |
| ELISE W MCDONALD | MAN. DIR. - EXT. HEDGE FUND | 40 | $1,422,636 | $0 | $43,063 | $1,465,699 | 1 |
| JAY O LIGHT | DIRECTOR | 1 | $0 | $1,242,631 | $41,733 | $1,284,364 | 2 |
| KATHRYN I MURTAGH | CCO & CLERK | 40 | $909,252 | $0 | $32,267 | $941,519 | 8 |
| DREW GILPIN FAUST | DIRECTOR | 1 | $0 | $713,994 | $161,337 | $875,331 | 4 |
| KATHERINE N LAPP | DIRECTOR | 1 | $0 | $563,150 | $40,542 | $603,692 | 5 |
| JOHN Y CAMPBELL | DIRECTOR | 1 | $0 | $383,917 | $51,079 | $434,996 | 1 |
| ROBERT S KAPLAN | DIRECTOR | 1 | $0 | $268,614 | $37,755 | $306,369 | 2 |
| JAMES F ROTHENBERG | DIRECTOR & CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| JANE BROCK-WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM W HELMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GLENN H HUTCHINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTIN L LEIBOWITZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER A NADOSY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2009 · 25 people listed · 18 paid, $40.2M · 273 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Stephen Blyth | Man. Dir. -Int. Platform | 40 | $8,443,253 | $0 | $42,512 | $8,485,765 | 9 |
| Steven A Alperin | Man.Dir.Emerging Markets | 40 | $6,848,872 | $0 | $42,632 | $6,891,504 | 1 |
| Jane L Mendillo | Director,CEO & President | 40 | $3,498,269 | $0 | $1,256,114 | $4,754,383 | 8 |
| Apoorva K Koticha | Man. Dir. - Intl FI | 40 | $4,467,157 | $0 | $47,373 | $4,514,530 | 1 |
| Marc P Seidner | Man. Dir. - Domestic FI | 40 | $2,904,927 | $0 | $21,181 | $2,926,108 | 1 |
| Graig A Fantuzzi | SVP - FI Relative Value | 40 | $2,725,215 | $0 | $37,363 | $2,762,578 | 1 |
| Robert A Ettl | COO & Treasurer | 40 | $1,685,712 | $0 | $23,564 | $1,709,276 | 8 |
| Andrew G Wiltshire | Man. Dir.-Ext. Platform | 40 | $1,600,869 | $0 | $43,064 | $1,643,933 | 1 |
| Peter F Dolan | Man. Dir. Private Equity | 40 | $1,599,340 | $0 | $42,632 | $1,641,972 | 1 |
| Kathryn I Murtagh | CCO & Clerk | 40 | $843,151 | $0 | $31,933 | $875,084 | 8 |
| Drew Gilpin Faust | Director | 1 | $0 | $714,197 | $160,362 | $874,559 | 4 |
| Daniel V Kelly | Former Clerk | 0 | $747,849 | $0 | $34,065 | $781,914 | 1 |
| Edward C Forst | Director | 1 | $0 | $509,095 | $48,285 | $557,380 | 2 |
| Jay O Light | Director | 1 | $0 | $494,451 | $55,780 | $550,231 | 2 |
| John Y Campbell | Director | 1 | $0 | $328,000 | $54,680 | $382,680 | 1 |
| Daniel Shore | Director | 1 | $0 | $278,577 | $52,339 | $330,916 | 1 |
| Robert S Kaplan | Director | 1 | $0 | $232,529 | $49,819 | $282,348 | 2 |
| Katherine N Lapp | Director | 1 | $0 | $183,045 | $13,934 | $196,979 | 5 |
| James F Rothenberg | Director & Chair | 1 | $0 | $0 | $0 | $0 | 3 |
| Jacob Goldfield | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| William W Helman | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Glenn H Hutchins | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Martin L Leibowitz | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Peter A Nadosy | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Hilda Ochoa-Brillembourg | Director | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $12.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY | BOSTON, MA | LEGAL SERVICES | $3,645,606 |
| CITCO FUND SERVICES (USA) INC | Jersey City, NJ | Admin/Custodial Services | $3,613,930 |
| Jefferies LLC | New York, NY | INVESTMENT MANAGEMENT SERVICES | $1,868,740 |
| BLOOMBERG LP | NEW YORK, NY | INFORMATION SERVICES | $1,705,286 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | TAX SERVICES | $1,350,610 |
2023 · 5 contractors · $8.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CITCO FUND SERVICES (USA) INC | Jersey City, NJ | Admin/Custodial Services | $3,622,067 |
| BLOOMBERG LP | NEW YORK, NY | INFORMATION SERVICES | $1,605,307 |
| ROPES & GRAY | BOSTON, MA | LEGAL SERVICES | $1,454,339 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | ACCOUNTING SERVICES | $864,525 |
| SHI INTERNATIONAL CORP | DALLAS, TX | IT SOLUTIONS | $467,838 |
2022 · 5 contractors · $8.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Citco Fund Services (USA) Inc | Jersey City, NJ | Admin/Custodial Services | $3,450,595 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $1,821,811 |
| BLOOMBERG LP | NEW YORK, NY | INFORMATION SERVICES | $1,480,373 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | ACCOUNTING SERVICES | $978,285 |
| MORGAN LEWIS & BOCKIUS LLP | BOSTON, MA | LEGAL SERVICES | $767,717 |
2021 · 5 contractors · $12.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY LLP | Boston, MA | LEGAL SERVICES | $3,713,948 |
| Jefferies LLC | New York, NY | Investment Management Services | $3,396,414 |
| Citco Fund Services (USA) Inc | Jersey City, NJ | Admin/Custodial Services | $3,372,458 |
| BLOOMBERG LP | NEW YORK, NY | INFORMATION SERVICES | $1,482,947 |
| DLA PIPER LLP (US) | Austin, TX | Legal Services | $972,285 |
2020 · 5 contractors · $28.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY LLP | Boston, MA | LEGAL SERVICES | $11,673,608 |
| Solum Partners GP LLC | Boston, MA | Investment Management Services | $10,854,232 |
| Citco Fund Services (USA) Inc | Jersey City, NJ | Admin/Custodial Services | $2,516,000 |
| Perella Weinberg Partners LP | New York, NY | Advisory/Consulting Services | $2,221,341 |
| BLOOMBERG LP | NEW YORK, NY | INFORMATION SERVICES | $1,394,493 |
2019 · 5 contractors · $19.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY LLP | Boston, MA | LEGAL SERVICES | $11,138,852 |
| Structure Tone LLC | Boston, MA | Construction Services | $4,050,988 |
| TPRV CAPITAL LP | Boston, MA | INVESTMENT MANAGEMENT SERVICES | $1,567,826 |
| BLOOMBERG LP | NEW YORK, NY | INFORMATION SERVICES | $1,418,811 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | ACCOUNTING SERVICES | $1,000,830 |
2018 · 5 contractors · $11.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $4,401,229 |
| EVERCORE GROUP LLC | BOSTON, MA | ADVISORY SERVICES | $3,552,592 |
| BLOOMBERG LP | NEW YORK, NY | INFORMATION SERVICES | $1,545,807 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | ACCOUNTING SERVICES | $1,235,343 |
| CAREER PARTNERS INC | NEW YORK, NY | ADVISORY SERVICES | $1,000,000 |
2017 · 5 contractors · $17.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| GREENHILL COGENT LP | DALLAS, TX | ADVISORY SERVICES | $9,272,088 |
| BLOOMBERG LP | NEW YORK, NY | INFORMATION SERVICES | $3,029,245 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $2,015,936 |
| CUSHMAN & WAKEFIELD GLOBAL SERVICES INC | ISLANDIA, NY | REAL ESTATE SERVICES | $1,743,775 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | ACCOUNTING SERVICES | $1,346,950 |
2016 · 5 contractors · $9.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | BOSTON, MA | INFORMATION SERVICES | $3,990,262 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | ACCOUNTING SERVICES | $1,582,292 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $1,546,305 |
| THOMSON REUTERS | BOSTON, MA | INFORMATION SERVICES | $1,131,001 |
| ROUNDTOWER TECHNOLOGIES INC | WAKEFIELD, MA | INFORMATION SERVICES | $779,857 |
2015 · 5 contractors · $12.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | BOSTON, MA | INFORMATION SERVICES | $3,926,900 |
| MCKINSEY & COMPANY INC | BOSTON, MA | CONSULTING SERVICES | $3,019,500 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $1,973,747 |
| INTEGRATED BUSINESS SYSTEMS INC | TOTOWA, NJ | INFORMATION SERVICES | $1,595,150 |
| THOMSON REUTERS | BOSTON, MA | INFORMATION SERVICES | $1,475,894 |
2014 · 5 contractors · $10.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | BOSTON, MA | INFORMATION SERVICES | $3,651,333 |
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $2,845,442 |
| THOMSON REUTERS (MARKETS) | BOSTON, MA | INFORMATION SERVICES | $1,700,363 |
| OKITU LTD | GISBORNE | CONSULTING | $1,385,003 |
| BROWN BROTHERS HARRIMAN | BOSTON, MA | CUSTODY SERVICES | $1,307,750 |
2013 · 5 contractors · $9.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLOOMBERG LP | INFORMATION SERVICES | $3,317,442 | |
| THOMSON REUTERS (MARKETS) | INFORMATION SERVICES | $1,776,323 | |
| PRICEWATERHOUSECOOPERS LLP | PROFESSIONAL SERVICES | $1,676,730 | |
| ROPES & GRAY LLP | LEGAL SERVICES | $1,586,038 | |
| OKITU LTD | CONSULTING | $1,327,483 |
2012 · 5 contractors · $16.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $7,117,272 |
| OKITU LTD | GISBORNE | CONSULTING | $3,164,803 |
| BLOOMBERG LP | BOSTON, MA | INFORMATION SERVICES | $2,961,962 |
| THOMSON REUTERS (MARKETS) | BOSTON, MA | INFORMATION SERVICES | $1,994,414 |
| SUNGARD AND AFFILIATES | WAYNE, PA | INFORMATION SERVICES | $966,418 |
2011 · 5 contractors · $23.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $10,340,910 |
| OKITU LTD | GISBORNE | CONSULTING | $4,216,813 |
| SKANSKA USA BUILDING INC | BOSTON, MA | CONTRACTOR | $3,885,475 |
| BLOOMBERG LP | BOSTON, MA | INFORMATION SERVICES | $2,584,814 |
| SUNGARD AND AFFILIATES | WAYNE, PA | INFORMATION SERVICES | $2,427,302 |
2010 · 5 contractors · $18.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| ROPES & GRAY LLP | BOSTON, MA | LEGAL SERVICES | $7,638,410 |
| SKANSKA USA BUILDING INC | BOSTON, MA | CONTRACTOR | $3,972,310 |
| SUNGARD DATA SYSTEMS INC | WAYNE, PA | INFORMATION SERVICES | $2,941,358 |
| BLOOMBERG | HARTFORD, CT | INFORMATION SERVICES | $2,451,182 |
| RSM MCGLADREY INC | BOSTON, MA | TAX CONSULTING | $1,579,229 |
2009 · 5 contractors · $13.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| Ropes & Gray LLP | Boston, MA | Legal Services | $6,648,926 |
| Bloomberg | Hartford, CT | Information Services | $2,927,189 |
| Sungard Data Systems Inc | Wayne, PA | Information Services | $1,680,129 |
| Pricewaterhousecoopers LLP | Boston, MA | Auditors | $1,306,802 |
| Maple Risk Consulting | Newark, NJ | IT Consulting | $1,137,500 |
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 | ||||||||
| $130,527,372 | $130,527,372 | $97,988,942 | $0 | $0 | $130,527,372 | $18,789,098 | 119 | 0 |
| 2023 · Form 990 | ||||||||
| $132,015,552 | $132,015,552 | $108,236,655 | $0 | $0 | $132,015,552 | $18,307,213 | 113 | 0 |
| 2022 · Form 990 | ||||||||
| $128,714,153 | $128,714,153 | $108,183,708 | $0 | $0 | $128,714,153 | $23,689,575 | 128 | 0 |
| 2021 · Form 990 | ||||||||
| $147,214,674 | $147,214,674 | $127,984,443 | $0 | $0 | $147,214,674 | $23,953,284 | 133 | 0 |
| 2020 · Form 990 | ||||||||
| $150,315,354 | $150,315,354 | $123,375,286 | $0 | $0 | $150,315,354 | $10,300,431 | 166 | 0 |
| 2019 · Form 990 | ||||||||
| $110,703,172 | $110,703,172 | $91,623,486 | $0 | $0 | $110,703,172 | $19,729,096 | 175 | 0 |
| 2018 · Form 990 | ||||||||
| $138,491,905 | $138,491,905 | $92,952,052 | $0 | $0 | $138,491,905 | $18,804,316 | 236 | 0 |
| 2017 · Form 990 | ||||||||
| $127,934,955 | $127,934,955 | $66,442,843 | $0 | $0 | $127,934,955 | $23,027,008 | 279 | 0 |
| 2016 · Form 990 | ||||||||
| $231,013,945 | $231,013,945 | $168,919,069 | $0 | $0 | $231,013,945 | $15,531,753 | 318 | 0 |
| 2015 · Form 990 | ||||||||
| $171,267,441 | $171,267,441 | $107,931,596 | $0 | $0 | $171,267,441 | $15,594,929 | 370 | 0 |
| 2014 · Form 990 | ||||||||
| $210,425,323 | $210,425,323 | $139,440,970 | $0 | $0 | $210,425,323 | $38,245,428 | 351 | 0 |
| 2013 · Form 990 | ||||||||
| $177,221,137 | $177,221,137 | $119,076,213 | $0 | $0 | $177,221,137 | $36,087,942 | 332 | 0 |
| 2012 · Form 990 | ||||||||
| $165,971,521 | $165,971,521 | $112,547,235 | $0 | $0 | $165,971,521 | $37,397,217 | 324 | 0 |
| 2011 · Form 990 | ||||||||
| $139,255,343 | $139,255,343 | $83,518,157 | $0 | $0 | $139,255,343 | $25,478,101 | 346 | 0 |
| 2010 · Form 990 | ||||||||
| $110,353,188 | $110,353,188 | $70,086,233 | $0 | $0 | $110,353,188 | $23,718,891 | 323 | 0 |
| 2009 · Form 990 | ||||||||
| $100,017,599 | $100,017,599 | $53,036,966 | $0 | $0 | $100,017,599 | $16,132,054 | 273 | 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.
- PRESIDENT AND FELLOWS OF HARVARD COLLEGE Cambridge, MA · 4 people in common (Alan M Garber, Paul J Finnegan, Ritu Kalra)
- HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION Boston, MA · 3 people in common (Kathryn I Murtagh, Nirmal P Narvekar, Sanjeev Daga)
- HARVARD PRIVATE CAPITAL REALTY INC Boston, MA · 3 people in common (Kathryn I Murtagh, Nirmal P Narvekar, Sanjeev Daga)
- TRUSTEES FOR HARVARD UNIVERSITY Cambridge, MA · 3 people in common (Alan M Garber, Paul J Finnegan, Timothy R Barakett)
- 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)
- FORD FOUNDATION New York, NY · 1 person in common (Amy C Falls)
- HARROW CORPORATION Cambridge, MA · 1 person in common (Ritu Kalra)
- HARVARD MAGAZINE INCORPORATED Cambridge, MA · 1 person in common (Ritu Kalra)
Funders of this organization
4 grantors reported grants to this organization, $179,631 in all, tax years 2014 to 2022. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | $75,000 | 2 | $25,000 | 2021 | 2019, 2021 | DAF sponsor | Exact | show |
| FREEDOM FUND | $57,500 | 1 | $57,500 | 2014 | 2014 | Public charity | Exact | show |
| NEW SCIENCE RESEARCH INC | $36,300 | 1 | $36,300 | 2022 | 2022 | Public charity | Exact | show |
| EDITH DOWNS MEMORIAL TR UW | $10,831 | 2 | $6,210 | 2019 | 2016, 2019 | Private foundation | Fuzzy filed as “HARVARD MANAGEMENT COMPANY” | show |
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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WB COMMUNITY HEALTH | RI | B02 | $137,047,780 | $138,599,430 | EXECUTIVE DIRECTOR | $140,000 | Same NTEE code B02, revenue within 2x |
| CORPORATION FOR EDUCATION NETWORK INITIATIVES IN CALIFORNIA | CA | B02 | $74,284,218 | $74,510,520 | PRESIDENT/CEO | $658,727 | Same NTEE code B02, revenue within 2x |
| ECMC FOUNDATION | MN | B02 | $82,572,335 | $76,633,109 | PRESIDENT & CEO, ECMC GROUP | $1,503,752 | Same NTEE code B02, revenue within 2x |
| AMERICAN MANAGEMENT ASSOCIATION INT | NY | B02 | $35,037,095 | $33,932,097 | PRESIDENT/CEO/TRUSTEE | $868,616 | Same NTEE code B02, revenue within 5x |
| CHRIS-TEX INC | FL | B02 | $39,891,676 | $9,489,152 | President | $219,260 | Same NTEE code B02, revenue within 5x |
| ILEARN SCHOOLS INC | NJ | B02 | $26,410,955 | $21,595,414 | CEO | $320,593 | Same NTEE code B02, revenue within 5x |
| DETROIT 90-90 | MI | B02 | $46,507,309 | $46,504,991 | CEO | $275,096 | Same NTEE code B02, revenue within 5x |
| ECMC GROUP INC | MN | B02 | $501,325,316 | $280,995,832 | PRESIDENT & CEO | $1,503,752 | Same NTEE code B02, revenue within 5x |
| RENAISSANCE CHARTER SCHOOL INC | FL | B02 | $449,417,638 | $441,808,693 | FELLOW PRINCIPAL | $188,637 | Same NTEE code B02, revenue within 5x |
| KIPP TEAM AND FAMILY SCHOOLS INC | NJ | B02 | $30,650,247 | $33,793,403 | EXECUTIVE DIRECTOR OF CAMDEN | $475,329 | Same NTEE code B02, revenue within 5x |
| UNIVERSITY AT BUFFALO SURGEONS INC | NY | B02 | $39,479,893 | $40,156,788 | PHYSICIAN | $856,321 | Same NTEE code B02, revenue within 5x |
| COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION | DC | B02 | $30,988,312 | $34,846,630 | PRESIDENT/CEO | $830,910 | Same NTEE code B02, revenue within 5x |
| LCTCS FACILITIES CORPORATION | LA | B02 | $32,204,830 | $22,863,636 | BOARD CHAIR | $0 | Same NTEE code B02, revenue within 5x |
| GREATHEARTS ARIZONA | AZ | B02 | $45,059,754 | $44,821,076 | VICE CHAIRMA | $382,530 | Same NTEE code B02, revenue within 5x |
| EXCELLENT EDUCATION DEVELOPMENT | CA | B02 | $15,374,646 | $13,476,306 | PRESIDENT & CEO | $264,182 | Same NTEE code B02, revenue within 10x |
| COUNCIL OF INDEPENDENT COLLEGES | DC | B02 | $22,332,825 | $20,535,984 | PRESIDENT | $870,773 | Same NTEE code B02, revenue within 10x |
| JOURNEY COMMUNITY SCHOOLS INC | TN | B02 | $17,587,609 | $17,265,430 | EXECUTIVE DIRECTOR | $231,657 | Same NTEE code B02, revenue within 10x |
| CENTRAL INDIANA EDUCATIONAL SERVICE CENTER | IN | B02 | $25,248,075 | $23,115,107 | EXECUTIVE DIRECTOR | $161,568 | Same NTEE code B02, revenue within 10x |
| OHIO STATE UNIVERSITY PHYSICIANS INC | OH | B02 | $1,231,249,686 | $1,241,066,601 | Board Member | $4,531,173 | Same NTEE code B02, revenue within 10x |
| NJ EDGE NET INC | NJ | B02 | $13,944,622 | $14,534,807 | PRESIDENT AND CEO | $316,548 | Same NTEE code B02, revenue within 10x |
| EDUCATIONAL SOLUTIONS CO | OH | B02 | $16,115,148 | $14,949,363 | CEO Non Director | $465,049 | Same NTEE code B02, revenue within 10x |
| OPEN STAFFING FOUNDATION | CA | B02 | $13,373,255 | $14,206,414 | Dir Philanthropy | $255,106 | Same NTEE code B02, revenue within 10x |
| RIO HONDO EDUCATION CONSORTIUM | CA | B02 | $15,260,611 | $15,272,420 | CEO | $265,501 | Same NTEE code B02, revenue within 10x |
| COLLABORATIVE FOR HIGHER EDUCATION SHARED SERVICES | NM | B02 | $24,083,037 | $18,935,207 | CAO | $187,996 | Same NTEE code B02, revenue within 10x |
| PROPEL EDUCATION GROUP INC | CA | B02 | $14,797,721 | $9,390,549 | CEO | $505,269 | Same NTEE code B02, 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 · $130,527,372 spent · pay $84,927,854 · grants $0 · events $143,660
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $58,424,625 | $54,782,468 | $3,642,157 | - | 44.8% | |
| Pay: officers, directors, trustees, key employees | $18,789,098 | $16,910,189 | $1,878,909 | - | 14.4% | |
| Fees: other services | $12,121,276 | $11,861,551 | $259,725 | $0 | 9.3% | |
| Fees: investment management | $7,262,472 | $7,262,472 | - | - | 5.6% | |
| Information technology | $5,783,037 | $5,684,088 | $98,949 | - | 4.4% | |
| Fees: legal | $4,957,684 | $4,791,771 | $165,913 | - | 3.8% | |
| Other employee benefits | $4,354,373 | $4,148,978 | $205,395 | - | 3.3% | |
| Occupancy | $4,337,894 | $4,133,276 | $204,618 | - | 3.3% | |
| Other (as described) | COMPENSATION EXCISE TAX | $4,187,762 | $4,187,762 | $0 | - | 3.2% |
| Travel | $2,393,320 | $2,390,968 | $2,352 | - | 1.8% | |
| Pension plan contributions | $1,960,256 | $1,867,791 | $92,465 | - | 1.5% | |
| Payroll taxes | $1,399,502 | $1,333,488 | $66,014 | - | 1.1% | |
| Insurance | $1,347,479 | $1,347,479 | - | - | 1.0% | |
| Depreciation and depletion | $1,304,056 | $1,242,544 | $61,512 | - | 1.0% | |
| Fees: accounting | $844,259 | $811,759 | $32,500 | - | 0.6% | |
| Other (as described) | SUBSCRIPTIONS AND MEMBERSHIP DUES | $266,571 | $264,380 | $2,191 | - | 0.2% |
| Office expenses | $240,710 | $229,356 | $11,354 | - | 0.2% | |
| Other (as described) | RECRUITING RELATED EXPENSES | $183,908 | $175,233 | $8,675 | - | 0.1% |
| Conferences, conventions and meetings | $143,660 | $29,073 | $114,587 | - | 0.1% | |
| Other (as described) | MISCELLANEOUS EXPENSE | $122,219 | $121,572 | $647 | - | 0.1% |
| All other expenses | $103,211 | $103,211 | $0 | $0 | 0.1% | |
| Total | $130,527,372 | 100% |
2023 · Form 990 · $132,015,552 spent · pay $88,971,521 · grants $0 · events $116,044
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $63,552,663 | $59,539,924 | $4,012,739 | - | 48.1% | |
| Pay: officers, directors, trustees, key employees | $18,307,213 | $16,476,491 | $1,830,722 | - | 13.9% | |
| Fees: other services | $11,464,586 | $11,233,828 | $230,758 | $0 | 8.7% | |
| Fees: investment management | $7,123,458 | $7,123,458 | - | - | 5.4% | |
| Information technology | $4,831,636 | $4,701,151 | $130,485 | - | 3.7% | |
| Other (as described) | Compensation Excise Tax | $4,677,545 | $4,677,545 | $0 | - | 3.5% |
| Fees: legal | $4,192,200 | $4,125,728 | $66,472 | - | 3.2% | |
| Other employee benefits | $3,804,239 | $3,617,757 | $186,482 | - | 2.9% | |
| Occupancy | $3,783,447 | $3,597,984 | $185,463 | - | 2.9% | |
| Travel | $2,600,830 | $2,599,802 | $1,028 | - | 2.0% | |
| Pension plan contributions | $1,999,274 | $1,901,270 | $98,004 | - | 1.5% | |
| Insurance | $1,335,055 | $1,335,055 | - | - | 1.0% | |
| Payroll taxes | $1,308,132 | $1,244,008 | $64,124 | - | 1.0% | |
| Depreciation and depletion | $1,304,056 | $1,240,132 | $63,924 | - | 1.0% | |
| Fees: accounting | $841,455 | $809,455 | $32,000 | - | 0.6% | |
| Office expenses | $256,089 | $243,536 | $12,553 | - | 0.2% | |
| Other (as described) | Subscriptions and Membership dues | $208,184 | $207,010 | $1,174 | - | 0.2% |
| Other (as described) | Recruiting Related Expenses | $173,583 | $165,074 | $8,509 | - | 0.1% |
| Conferences, conventions and meetings | $116,044 | $17,539 | $98,505 | - | 0.1% | |
| Other (as described) | Relocation Expense | $83,276 | $83,276 | $0 | - | 0.1% |
| All other expenses | $52,587 | $51,438 | $1,149 | $0 | 0.0% | |
| Total | $132,015,552 | 100% |
2022 · Form 990 · $128,714,153 spent · pay $89,935,689 · grants $0 · events $100,076
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $59,706,454 | $54,702,692 | $5,003,762 | - | 46.4% | |
| Pay: officers, directors, trustees, key employees | $23,689,575 | $21,320,617 | $2,368,958 | - | 18.4% | |
| Fees: other services | $9,662,745 | $9,414,761 | $247,984 | $0 | 7.5% | |
| Fees: investment management | $6,888,787 | $6,888,787 | - | - | 5.4% | |
| Other (as described) | Compensation Excise Tax | $5,260,988 | $5,260,988 | - | - | 4.1% |
| Fees: legal | $3,795,292 | $3,745,437 | $49,855 | - | 2.9% | |
| Occupancy | $3,752,177 | $3,527,046 | $225,131 | - | 2.9% | |
| Other employee benefits | $3,619,657 | $3,401,337 | $218,320 | - | 2.8% | |
| Information technology | $3,163,125 | $2,994,055 | $169,070 | - | 2.5% | |
| Travel | $1,918,676 | $1,912,120 | $6,556 | - | 1.5% | |
| Pension plan contributions | $1,628,416 | $1,530,711 | $97,705 | - | 1.3% | |
| Insurance | $1,350,726 | $1,350,726 | - | - | 1.0% | |
| Depreciation and depletion | $1,337,149 | $1,256,920 | $80,229 | - | 1.0% | |
| Payroll taxes | $1,291,587 | $1,214,092 | $77,495 | - | 1.0% | |
| Fees: accounting | $811,743 | $769,743 | $42,000 | - | 0.6% | |
| Office expenses | $249,703 | $234,721 | $14,982 | - | 0.2% | |
| Other (as described) | Subscriptions and Membership dues | $200,930 | $199,407 | $1,523 | - | 0.2% |
| Other (as described) | Relocation Expense | $145,451 | $145,451 | - | - | 0.1% |
| Conferences, conventions and meetings | $100,076 | $12,288 | $87,788 | - | 0.1% | |
| All other expenses | $84,943 | $82,852 | $2,091 | $0 | 0.1% | |
| Other (as described) | Recruiting Related Expenses | $55,953 | $52,596 | $3,357 | - | 0.0% |
| Total | $128,714,153 | 100% |
2021 · Form 990 · $147,214,674 spent · pay $105,574,684 · grants $0 · events $20,427
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $75,101,017 | $68,497,397 | $6,603,620 | - | 51.0% | |
| Pay: officers, directors, trustees, key employees | $23,953,284 | $21,557,956 | $2,395,328 | - | 16.3% | |
| Fees: other services | $10,901,756 | $10,667,179 | $234,577 | $0 | 7.4% | |
| Other (as described) | Compensation Excise Tax | $8,257,719 | $8,257,719 | - | - | 5.6% |
| Fees: investment management | $6,078,905 | $6,078,905 | - | - | 4.1% | |
| Fees: legal | $5,290,909 | $5,246,705 | $44,204 | - | 3.6% | |
| Occupancy | $3,250,017 | $3,033,349 | $216,668 | - | 2.2% | |
| Information technology | $3,244,629 | $3,055,627 | $189,002 | - | 2.2% | |
| Other employee benefits | $3,152,584 | $2,943,679 | $208,905 | - | 2.1% | |
| Pension plan contributions | $2,114,215 | $1,973,267 | $140,948 | - | 1.4% | |
| Depreciation and depletion | $1,374,635 | $1,282,993 | $91,642 | - | 0.9% | |
| Payroll taxes | $1,253,584 | $1,170,012 | $83,572 | - | 0.9% | |
| Insurance | $1,146,981 | $1,146,981 | - | - | 0.8% | |
| Fees: accounting | $799,588 | $773,088 | $26,500 | - | 0.5% | |
| Travel | $630,892 | $626,261 | $4,631 | - | 0.4% | |
| Other (as described) | Recruiting Related Expenses | $206,729 | $192,947 | $13,782 | - | 0.1% |
| Office expenses | $191,514 | $178,746 | $12,768 | - | 0.1% | |
| Other (as described) | Subscriptions and Membership dues | $164,246 | $160,909 | $3,337 | - | 0.1% |
| All other expenses | $52,903 | $49,383 | $3,520 | $0 | 0.0% | |
| Other (as described) | Relocation Expense | $28,140 | $28,140 | $0 | - | 0.0% |
| Conferences, conventions and meetings | $20,427 | $829 | $19,598 | - | 0.0% | |
| Total | $147,214,674 | 100% |
2020 · Form 990 · $150,315,354 spent · pay $105,680,827 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $88,797,985 | $84,252,186 | $4,545,799 | - | 59.1% | |
| Fees: other services | $13,710,928 | $13,516,086 | $194,842 | $0 | 9.1% | |
| Pay: officers, directors, trustees, key employees | $10,300,431 | $9,270,388 | $1,030,043 | - | 6.9% | |
| Fees: legal | $8,892,756 | $8,862,546 | $30,210 | - | 5.9% | |
| Other (as described) | Excess Compensation Tax | $8,358,236 | $8,358,236 | - | - | 5.6% |
| Fees: investment management | $3,666,943 | $3,666,943 | - | - | 2.4% | |
| Occupancy | $3,264,831 | $3,115,068 | $149,763 | - | 2.2% | |
| Other employee benefits | $3,234,662 | $3,089,144 | $145,518 | - | 2.2% | |
| Information technology | $3,037,059 | $2,872,596 | $164,463 | - | 2.0% | |
| Pension plan contributions | $1,986,547 | $1,895,421 | $91,126 | - | 1.3% | |
| Depreciation and depletion | $1,579,102 | $1,506,666 | $72,436 | - | 1.1% | |
| Payroll taxes | $1,361,202 | $1,298,762 | $62,440 | - | 0.9% | |
| Insurance | $976,591 | $976,591 | - | - | 0.6% | |
| Fees: accounting | $733,753 | $705,753 | $28,000 | - | 0.5% | |
| Office expenses | $202,696 | $193,398 | $9,298 | - | 0.1% | |
| Other (as described) | Subscriptions and Membership dues | $135,250 | $133,596 | $1,654 | - | 0.1% |
| Other (as described) | Miscellaneous Expenses | $77,025 | $72,556 | $4,469 | - | 0.1% |
| Travel | -$643 | -$1,060 | $417 | - | -0.0% | |
| Total | $150,315,354 | 100% |
2019 · Form 990 · $110,703,172 spent · pay $61,570,129 · grants $0 · events $222,887
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $35,238,596 | $33,901,378 | $1,337,218 | - | 31.8% | |
| Pay: officers, directors, trustees, key employees | $19,729,096 | $17,756,187 | $1,972,909 | - | 17.8% | |
| Fees: legal | $16,001,226 | $15,911,743 | $89,483 | - | 14.5% | |
| Fees: other services | $10,692,243 | $10,432,944 | $259,299 | $0 | 9.7% | |
| Depreciation and depletion | $4,533,401 | $4,399,078 | $134,323 | - | 4.1% | |
| Information technology | $3,325,152 | $3,268,601 | $56,551 | - | 3.0% | |
| Other employee benefits | $3,149,757 | $2,988,597 | $161,160 | - | 2.8% | |
| Occupancy | $2,963,516 | $2,875,709 | $87,807 | - | 2.7% | |
| Other (as described) | Excess Compensation Tax | $2,872,361 | $2,872,361 | $0 | - | 2.6% |
| Other (as described) | Information Services | $2,291,093 | $2,291,093 | $0 | - | 2.1% |
| Pension plan contributions | $1,937,748 | $1,851,626 | $86,122 | - | 1.8% | |
| Fees: investment management | $1,806,239 | $1,806,239 | $0 | - | 1.6% | |
| Payroll taxes | $1,514,932 | $1,440,793 | $74,139 | - | 1.4% | |
| Travel | $1,432,514 | $1,426,982 | $5,532 | - | 1.3% | |
| Insurance | $1,090,586 | $1,090,586 | $0 | - | 1.0% | |
| Fees: accounting | $853,486 | $826,986 | $26,500 | - | 0.8% | |
| Other (as described) | Employee Related | $454,871 | $440,060 | $14,811 | - | 0.4% |
| Office expenses | $279,616 | $271,331 | $8,285 | - | 0.3% | |
| All other expenses | $268,852 | $260,886 | $7,966 | $0 | 0.2% | |
| Conferences, conventions and meetings | $222,887 | $44,752 | $178,135 | - | 0.2% | |
| Other (as described) | Fringe Benefit UBIT | $45,000 | $45,000 | $0 | - | 0.0% |
| Total | $110,703,172 | 100% |
2018 · Form 990 · $138,491,905 spent · pay $98,321,007 · grants $0 · events $336,074
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $73,063,589 | $71,148,810 | $1,914,779 | - | 52.8% | |
| Pay: officers, directors, trustees, key employees | $18,804,316 | $16,923,884 | $1,880,432 | - | 13.6% | |
| Other (as described) | EXCESS COMPENSATION TAX | $8,700,000 | $8,700,000 | $0 | - | 6.3% |
| Fees: legal | $7,102,472 | $6,998,599 | $103,873 | - | 5.1% | |
| Fees: other services | $6,735,392 | $6,413,304 | $322,088 | - | 4.9% | |
| Occupancy | $3,393,254 | $3,242,443 | $150,811 | - | 2.5% | |
| Other employee benefits | $3,289,216 | $3,129,060 | $160,156 | - | 2.4% | |
| Information technology | $3,214,192 | $3,144,467 | $69,725 | - | 2.3% | |
| Depreciation and depletion | $3,027,996 | $2,893,418 | $134,578 | - | 2.2% | |
| Travel | $3,002,664 | $2,996,651 | $6,013 | - | 2.2% | |
| Other (as described) | INFORMATION SERVICES | $2,324,193 | $2,318,990 | $5,203 | - | 1.7% |
| Pension plan contributions | $1,726,580 | $1,620,793 | $105,787 | - | 1.2% | |
| Payroll taxes | $1,437,306 | $1,277,597 | $159,709 | - | 1.0% | |
| Fees: investment management | $1,269,043 | $1,269,043 | - | - | 0.9% | |
| Insurance | $1,080,959 | $1,080,959 | - | - | 0.8% | |
| Fees: accounting | $1,038,854 | $1,013,854 | $25,000 | - | 0.8% | |
| Other (as described) | EMPLOYEE RELATED | $439,518 | $399,196 | $40,322 | - | 0.3% |
| Conferences, conventions and meetings | $336,074 | $114,157 | $221,917 | - | 0.2% | |
| All other expenses | $313,814 | $299,867 | $13,947 | - | 0.2% | |
| Office expenses | $291,136 | $278,197 | $12,939 | - | 0.2% | |
| Other (as described) | FRINGE BENEFIT UBIT | $69,600 | $69,600 | $0 | - | 0.1% |
| Interest | -$2,168,263 | -$2,071,894 | -$96,369 | - | -1.6% | |
| Total | $138,491,905 | 100% |
2017 · Form 990 · $127,934,955 spent · pay $93,463,394 · grants $0 · events $189,195
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $63,268,341 | $61,010,859 | $2,257,482 | - | 49.5% | |
| Pay: officers, directors, trustees, key employees | $23,027,008 | $20,724,307 | $2,302,701 | - | 18.0% | |
| Fees: other services | $7,011,340 | $6,764,381 | $246,959 | - | 5.5% | |
| Fees: legal | $5,422,873 | $5,361,644 | $61,229 | - | 4.2% | |
| Information technology | $4,384,267 | $4,308,620 | $75,647 | - | 3.4% | |
| Other employee benefits | $3,612,819 | $3,452,247 | $160,572 | - | 2.8% | |
| Other (as described) | INFORMATION SERVICES | $3,592,845 | $3,585,848 | $6,997 | - | 2.8% |
| Occupancy | $3,205,825 | $3,063,343 | $142,482 | - | 2.5% | |
| Depreciation and depletion | $3,159,674 | $3,019,245 | $140,429 | - | 2.5% | |
| Travel | $2,841,180 | $2,818,433 | $22,747 | - | 2.2% | |
| Pension plan contributions | $1,999,576 | $1,903,694 | $95,882 | - | 1.6% | |
| Payroll taxes | $1,555,650 | $1,394,839 | $160,811 | - | 1.2% | |
| Fees: accounting | $1,237,316 | $1,212,316 | $25,000 | - | 1.0% | |
| Insurance | $1,183,760 | $1,183,760 | - | - | 0.9% | |
| Fees: investment management | $751,569 | $751,569 | - | - | 0.6% | |
| Other (as described) | EMPLOYEE RELATED | $581,875 | $530,904 | $50,971 | - | 0.5% |
| Office expenses | $366,999 | $350,688 | $16,311 | - | 0.3% | |
| Other (as described) | RECRUITING | $308,797 | $295,073 | $13,724 | - | 0.2% |
| Interest | $234,046 | $223,643 | $10,403 | - | 0.2% | |
| Conferences, conventions and meetings | $189,195 | $137,831 | $51,364 | - | 0.1% | |
| Total | $127,934,955 | 100% |
2016 · Form 990 · $231,013,945 spent · pay $188,644,888 · grants $0 · events $194,212
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $161,481,443 | $159,441,765 | $2,039,678 | - | 69.9% | |
| Pay: officers, directors, trustees, key employees | $15,531,753 | $13,978,578 | $1,553,175 | - | 6.7% | |
| Fees: other services | $13,886,312 | $13,517,594 | $368,718 | - | 6.0% | |
| Other (as described) | INFORMATION SERVICES | $6,963,018 | $6,947,915 | $15,103 | - | 3.0% |
| Other employee benefits | $5,860,775 | $5,466,996 | $393,779 | - | 2.5% | |
| Information technology | $5,613,442 | $5,463,931 | $149,511 | - | 2.4% | |
| Depreciation and depletion | $3,478,425 | $3,391,464 | $86,961 | - | 1.5% | |
| Occupancy | $3,126,737 | $2,995,414 | $131,323 | - | 1.4% | |
| Pension plan contributions | $2,935,247 | $2,806,380 | $128,867 | - | 1.3% | |
| Payroll taxes | $2,835,670 | $2,706,606 | $129,064 | - | 1.2% | |
| Travel | $2,223,564 | $2,215,059 | $8,505 | - | 1.0% | |
| Fees: legal | $1,605,065 | $1,548,024 | $57,041 | - | 0.7% | |
| Insurance | $1,379,312 | $1,379,312 | - | - | 0.6% | |
| Fees: accounting | $1,233,400 | $1,125,000 | $108,400 | - | 0.5% | |
| Other (as described) | EMPLOYEE RELATED | $1,019,976 | $955,262 | $64,714 | - | 0.4% |
| Other (as described) | RECRUITING | $608,956 | $559,894 | $49,062 | - | 0.3% |
| Office expenses | $552,236 | $521,863 | $30,373 | - | 0.2% | |
| Interest | $429,418 | $418,683 | $10,735 | - | 0.2% | |
| Conferences, conventions and meetings | $194,212 | $181,080 | $13,132 | - | 0.1% | |
| Fees: investment management | $54,984 | $54,984 | - | - | 0.0% | |
| Total | $231,013,945 | 100% |
2015 · Form 990 · $171,267,441 spent · pay $137,580,637 · grants $0 · events $271,748
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $111,409,029 | $109,475,305 | $1,933,724 | - | 65.0% | |
| Pay: officers, directors, trustees, key employees | $15,594,929 | $14,035,436 | $1,559,493 | - | 9.1% | |
| Other (as described) | INFORMATION SERVICES | $9,004,573 | $9,002,694 | $1,879 | - | 5.3% |
| Information technology | $5,783,941 | $5,662,744 | $121,197 | - | 3.4% | |
| Other employee benefits | $5,280,608 | $4,968,595 | $312,013 | - | 3.1% | |
| Depreciation and depletion | $3,888,897 | $3,791,675 | $97,222 | - | 2.3% | |
| Occupancy | $3,087,668 | $2,957,986 | $129,682 | - | 1.8% | |
| Fees: other services | $2,934,500 | $2,508,025 | $426,475 | - | 1.7% | |
| Pension plan contributions | $2,934,215 | $2,826,880 | $107,335 | - | 1.7% | |
| Payroll taxes | $2,361,856 | $2,258,369 | $103,487 | - | 1.4% | |
| Travel | $2,310,668 | $2,301,174 | $9,494 | - | 1.3% | |
| Fees: accounting | $1,220,559 | $1,121,385 | $99,174 | - | 0.7% | |
| Other (as described) | RECRUITING | $1,180,977 | $1,095,868 | $85,109 | - | 0.7% |
| Insurance | $1,051,786 | $1,051,786 | - | - | 0.6% | |
| Other (as described) | EMPLOYEE RELATED | $845,026 | $765,789 | $79,237 | - | 0.5% |
| Fees: legal | $777,733 | $676,028 | $101,705 | - | 0.5% | |
| Office expenses | $699,375 | $638,936 | $60,439 | - | 0.4% | |
| Interest | $557,946 | $543,997 | $13,949 | - | 0.3% | |
| Conferences, conventions and meetings | $271,748 | $251,916 | $19,832 | - | 0.2% | |
| Fees: investment management | $71,407 | $71,407 | - | - | 0.0% | |
| Total | $171,267,441 | 100% |
2014 · Form 990 · $210,425,323 spent · pay $175,313,946 · grants $0 · events $287,453
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $125,854,493 | $123,543,857 | $2,310,636 | - | 59.8% | |
| Pay: officers, directors, trustees, key employees | $38,245,428 | $34,420,885 | $3,824,543 | - | 18.2% | |
| Other (as described) | INFORMATION SERVICES | $8,038,305 | $8,038,305 | - | - | 3.8% |
| Other employee benefits | $5,543,156 | $5,066,479 | $476,677 | - | 2.6% | |
| Information technology | $5,517,952 | $5,367,913 | $150,039 | - | 2.6% | |
| Depreciation and depletion | $3,981,907 | $3,854,486 | $127,421 | - | 1.9% | |
| Fees: other services | $3,784,010 | $3,382,469 | $401,541 | - | 1.8% | |
| Pension plan contributions | $3,223,738 | $3,063,151 | $160,587 | - | 1.5% | |
| Occupancy | $2,975,530 | $2,882,100 | $93,430 | - | 1.4% | |
| Payroll taxes | $2,447,131 | $2,338,480 | $108,651 | - | 1.2% | |
| Fees: legal | $2,238,187 | $2,117,727 | $120,460 | - | 1.1% | |
| Travel | $2,052,498 | $2,033,021 | $19,477 | - | 1.0% | |
| Fees: accounting | $1,229,890 | $1,120,000 | $109,890 | - | 0.6% | |
| Other (as described) | RECRUITING | $1,107,519 | $1,049,459 | $58,060 | - | 0.5% |
| Insurance | $1,085,749 | $1,085,749 | - | - | 0.5% | |
| Other (as described) | EMPLOYEE RELATED | $975,600 | $910,532 | $65,068 | - | 0.5% |
| Office expenses | $766,421 | $476,864 | $289,557 | - | 0.4% | |
| Interest | $667,320 | $640,458 | $26,862 | - | 0.3% | |
| Fees: investment management | $403,036 | $403,036 | - | - | 0.2% | |
| Conferences, conventions and meetings | $287,453 | $255,838 | $31,615 | - | 0.1% | |
| Total | $210,425,323 | 100% |
2013 · Form 990 · $177,221,137 spent · pay $144,140,195 · grants $0 · events $225,082
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $97,814,094 | $95,416,277 | $2,397,817 | - | 55.2% | |
| Pay: officers, directors, trustees, key employees | $36,087,942 | $32,479,148 | $3,608,794 | - | 20.4% | |
| Other (as described) | INFORMATION SERVICES | $7,493,925 | $7,493,925 | - | - | 4.2% |
| Other employee benefits | $5,189,859 | $4,897,792 | $292,067 | - | 2.9% | |
| Information technology | $5,135,678 | $4,903,620 | $232,058 | - | 2.9% | |
| Depreciation and depletion | $3,760,319 | $3,654,592 | $105,727 | - | 2.1% | |
| Fees: investment management | $2,959,515 | $2,959,515 | - | - | 1.7% | |
| Occupancy | $2,850,146 | $2,758,941 | $91,205 | - | 1.6% | |
| Pension plan contributions | $2,659,106 | $2,526,509 | $132,597 | - | 1.5% | |
| Payroll taxes | $2,389,194 | $2,275,336 | $113,858 | - | 1.3% | |
| Travel | $2,121,650 | $2,097,560 | $24,090 | - | 1.2% | |
| Fees: legal | $1,861,878 | $1,736,975 | $124,903 | - | 1.1% | |
| Fees: other services | $1,342,013 | $1,130,706 | $211,307 | - | 0.8% | |
| Fees: accounting | $1,247,995 | $1,143,000 | $104,995 | - | 0.7% | |
| Insurance | $1,049,730 | $1,049,730 | - | - | 0.6% | |
| Other (as described) | EMPLOYEE RELATED | $887,594 | $819,242 | $68,352 | - | 0.5% |
| Other (as described) | RECRUITING | $747,405 | $702,758 | $44,647 | - | 0.4% |
| Office expenses | $717,408 | $358,374 | $359,034 | - | 0.4% | |
| Interest | $680,604 | $660,494 | $20,110 | - | 0.4% | |
| Conferences, conventions and meetings | $225,082 | $181,790 | $43,292 | - | 0.1% | |
| Total | $177,221,137 | 100% |
2012 · Form 990 · $165,971,521 spent · pay $132,841,946 · grants $0 · events $217,928
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $86,136,481 | $83,489,577 | $2,646,904 | - | 51.9% | |
| Pay: officers, directors, trustees, key employees | $37,397,217 | $33,657,495 | $3,739,722 | - | 22.5% | |
| Other (as described) | INFORMATION SERVICES | $7,056,454 | $7,056,454 | - | - | 4.3% |
| Information technology | $5,492,666 | $5,397,164 | $95,502 | - | 3.3% | |
| Depreciation and depletion | $4,457,710 | $4,330,901 | $126,809 | - | 2.7% | |
| Other employee benefits | $4,353,810 | $4,120,200 | $233,610 | - | 2.6% | |
| Occupancy | $2,878,386 | $2,786,278 | $92,108 | - | 1.7% | |
| Pension plan contributions | $2,604,665 | $2,508,816 | $95,849 | - | 1.6% | |
| Fees: investment management | $2,551,154 | $2,551,154 | - | - | 1.5% | |
| Payroll taxes | $2,349,773 | $2,225,934 | $123,839 | - | 1.4% | |
| Fees: legal | $2,118,583 | $2,013,416 | $105,167 | - | 1.3% | |
| Travel | $1,918,985 | $1,902,130 | $16,855 | - | 1.2% | |
| Fees: accounting | $1,159,852 | $1,000,852 | $159,000 | - | 0.7% | |
| Fees: other services | $1,147,573 | $787,949 | $359,624 | - | 0.7% | |
| Insurance | $1,009,379 | $1,009,379 | - | - | 0.6% | |
| Other (as described) | RECRUITING | $859,922 | $822,527 | $37,395 | - | 0.5% |
| Other (as described) | EMPLOYEE RELATED | $794,084 | $722,657 | $71,427 | - | 0.5% |
| Interest | $751,169 | $728,714 | $22,455 | - | 0.5% | |
| Office expenses | $715,730 | $336,068 | $379,662 | - | 0.4% | |
| Conferences, conventions and meetings | $217,928 | $199,779 | $18,149 | - | 0.1% | |
| Total | $165,971,521 | 100% |
2011 · Form 990 · $139,255,343 spent · pay $103,759,024 · grants $0 · events $175,713
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $69,897,630 | $67,761,304 | $2,136,326 | - | 50.2% | |
| Pay: officers, directors, trustees, key employees | $25,478,101 | $22,930,291 | $2,547,810 | - | 18.3% | |
| Other (as described) | INFORMATION SERVICES | $6,795,205 | $6,795,205 | $0 | - | 4.9% |
| Information technology | $5,812,129 | $5,745,780 | $66,349 | - | 4.2% | |
| Depreciation and depletion | $5,746,846 | $5,571,201 | $175,645 | - | 4.1% | |
| Other employee benefits | $4,079,085 | $3,815,150 | $263,935 | - | 2.9% | |
| Occupancy | $3,033,898 | $2,941,939 | $91,959 | - | 2.2% | |
| Fees: other services | $2,559,771 | $2,183,399 | $376,372 | - | 1.8% | |
| Fees: legal | $2,514,221 | $2,307,118 | $207,103 | - | 1.8% | |
| Pension plan contributions | $2,177,318 | $2,101,400 | $75,918 | - | 1.6% | |
| Payroll taxes | $2,126,890 | $2,004,584 | $122,306 | - | 1.5% | |
| Fees: investment management | $1,982,378 | $1,982,378 | - | - | 1.4% | |
| Travel | $1,829,237 | $1,780,332 | $48,905 | - | 1.3% | |
| Fees: accounting | $1,289,360 | $1,111,150 | $178,210 | - | 0.9% | |
| Insurance | $946,915 | $946,915 | - | - | 0.7% | |
| Interest | $807,504 | $782,824 | $24,680 | - | 0.6% | |
| Office expenses | $698,536 | $326,963 | $371,573 | - | 0.5% | |
| Other (as described) | EMPLOYEE RELATED | $655,025 | $574,053 | $80,972 | - | 0.5% |
| Other (as described) | RECRUITING | $649,581 | $622,113 | $27,468 | - | 0.5% |
| Conferences, conventions and meetings | $175,713 | $153,818 | $21,895 | - | 0.1% | |
| Total | $139,255,343 | 100% |
2010 · Form 990 · $110,353,188 spent · pay $76,397,789 · grants $0 · events $291,482
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $45,164,735 | $43,291,783 | $1,872,952 | - | 40.9% | |
| Pay: officers, directors, trustees, key employees | $23,718,891 | $21,347,001 | $2,371,890 | - | 21.5% | |
| Other (as described) | INFORMATION SERVICES | $6,450,472 | $6,450,472 | - | - | 5.8% |
| Information technology | $6,082,413 | $5,981,398 | $101,015 | - | 5.5% | |
| Depreciation and depletion | $5,656,230 | $5,656,230 | - | - | 5.1% | |
| Other employee benefits | $3,685,549 | $3,303,415 | $382,134 | - | 3.3% | |
| Occupancy | $3,079,864 | $3,072,867 | $6,997 | - | 2.8% | |
| Fees: legal | $2,390,859 | $2,339,909 | $50,950 | - | 2.2% | |
| Payroll taxes | $1,927,171 | $1,813,270 | $113,901 | - | 1.7% | |
| Pension plan contributions | $1,901,443 | $1,821,437 | $80,006 | - | 1.7% | |
| Fees: investment management | $1,792,278 | $1,792,278 | - | - | 1.6% | |
| Travel | $1,563,887 | $1,522,442 | $41,445 | - | 1.4% | |
| Fees: other services | $1,409,126 | $1,127,587 | $281,539 | - | 1.3% | |
| Fees: accounting | $1,343,636 | $1,080,996 | $262,640 | - | 1.2% | |
| Insurance | $966,714 | $966,714 | - | - | 0.9% | |
| Other (as described) | RECRUITING | $840,651 | $791,903 | $48,748 | - | 0.8% |
| Office expenses | $759,652 | $428,410 | $331,242 | - | 0.7% | |
| Interest | $730,425 | $730,425 | - | - | 0.7% | |
| Other (as described) | EMPLOYEE RELATED | $597,710 | $563,552 | $34,158 | - | 0.5% |
| Conferences, conventions and meetings | $291,482 | $217,601 | $73,881 | - | 0.3% | |
| Total | $110,353,188 | 100% |
2009 · Form 990 · $100,017,599 spent · pay $63,505,459 · grants $0 · events $129,714
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $39,987,838 | $38,098,296 | $1,889,542 | - | 40.0% | |
| Pay: officers, directors, trustees, key employees | $16,132,054 | $16,132,054 | - | - | 16.1% | |
| Other (as described) | Information Services | $7,009,325 | $7,009,325 | - | - | 7.0% |
| Information technology | $6,410,083 | $6,231,990 | $178,093 | - | 6.4% | |
| Depreciation and depletion | $5,580,305 | $5,580,305 | - | - | 5.6% | |
| Other employee benefits | $4,069,361 | $3,820,956 | $248,405 | - | 4.1% | |
| Fees: other services | $3,757,519 | $3,259,041 | $498,478 | - | 3.8% | |
| Occupancy | $2,706,967 | $2,673,959 | $33,008 | - | 2.7% | |
| Fees: legal | $2,627,644 | $2,472,038 | $155,606 | - | 2.6% | |
| Other (as described) | Recruiting | $1,999,165 | $1,940,500 | $58,665 | - | 2.0% |
| Payroll taxes | $1,748,269 | $1,639,178 | $109,091 | - | 1.7% | |
| Pension plan contributions | $1,567,937 | $1,556,916 | $11,021 | - | 1.6% | |
| Fees: investment management | $1,384,512 | $1,384,512 | - | - | 1.4% | |
| Travel | $1,265,036 | $1,236,933 | $28,103 | - | 1.3% | |
| Fees: accounting | $1,132,836 | $1,016,836 | $116,000 | - | 1.1% | |
| Interest | $831,828 | $831,828 | - | - | 0.8% | |
| Office expenses | $814,265 | $517,948 | $296,317 | - | 0.8% | |
| Other (as described) | Employee Related | $753,390 | $700,523 | $52,867 | - | 0.8% |
| Conferences, conventions and meetings | $129,714 | $100,062 | $29,652 | - | 0.1% | |
| Insurance | $109,551 | $109,551 | - | - | 0.1% | |
| Total | $100,017,599 | 100% |
State business registration
- HARVARD MANAGEMENT COMPANY INC. MA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | HARVARD MANAGEMENT COMPANY INC. | MA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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