HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION
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
- Subsection
- 501(c)(3)
- Ruling year
- 1991
- 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 |
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% |