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PROVIDE INVESTMENT MANAGEMENT SERVICES TO HARVARD UNIVERSITY.
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2022
Total Revenue
▼$128.7M
Program Spending
93%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$128.7M
Total Assets
$108.2M
Total Liabilities
▼$108.2M
Net Assets
$0
Officer Compensation
→$23.7M
Other Salaries
$59.7M
Investment Income
$0
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2022 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023 | $128.7M | $0 | $128.7M | $108.2M | $0 |
| 2022IRS e-File | $128.7M | $0 | $128.7M | $108.2M | $0 |
| 2021 | $150.3M | $0 | $150.3M | $123.4M | $0 |
| 2020 | $110.7M | $0 | $110.7M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2022)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2022)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Nirmal P Narvekar | MD - President & CEO | 50 | $9.6M | $0 | $65.7K | $9.7M |
| Sanjeev Daga | MD - COO & Treasurer | 50 | $3.9M | $0 | $67.1K | $4M |
| Kathryn I Murtagh | MD - Cco & Clerk | 50 | $2.3M | $0 | $46.2K | $2.3M |
Nirmal P Narvekar
MD - President & CEO
$9.7M
Hrs/Wk
50
Compensation
$9.6M
Related Orgs
$0
Other
$65.7K
Sanjeev Daga
MD - COO & Treasurer
$4M
Hrs/Wk
50
Compensation
$3.9M
Related Orgs
$0
Other
$67.1K
Kathryn I Murtagh
MD - Cco & Clerk
$2.3M
Hrs/Wk
50
Compensation
$2.3M
Related Orgs
$0
Other
$46.2K
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Richard W Slocum | MD - CIO | 60 | $7.7M | $0 | $65.7K | $7.7M |
| Carlos Saravia | MD - Generalist Team | 60 | $6.6M | $0 | $65.4K | $6.7M |
| Adam Goldstein | MD - Generalist Team | 60 | $5.9M | $0 | $65.4K |
Richard W Slocum
MD - CIO
$7.7M
Hrs/Wk
60
Compensation
$7.7M
Related Orgs
$0
Other
$65.7K
Carlos Saravia
MD - Generalist Team
$6.7M
Hrs/Wk
60
Compensation
$6.6M
Related Orgs
$0
Other
$65.4K
Adam Goldstein
MD - Generalist Team
$6M
Hrs/Wk
60
Compensation
$5.9M
Related Orgs
$0
Other
$65.4K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Amy C Falls | Director | 1 | $0 | $0 | $0 | $0 |
| Brian Rogers | Director | 1 | $0 | $0 | $0 | $0 |
| Eric Doppstadt | Director | 1 | $0 | $0 | $0 | $0 |
| Jeremy C Stein | Director | 1 | $0 | $552.6K | $60.2K | $612.8K |
| Joshua S Friedman | Director | 1 | $0 |
Amy C Falls
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Brian Rogers
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Eric Doppstadt
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $91.6M |
| $0 |
| 2019 | $138.5M | $0 | $138.5M | $93M | $0 |
| 2018 | $127.9M | $0 | $127.9M | $66.4M | $0 |
| 2017 | $231M | $0 | $231M | $168.9M | $0 |
| 2016 | $171.3M | $0 | $171.3M | $107.9M | $0 |
| 2015 | $210.4M | $0 | $210.4M | $139.4M | $0 |
| 2014 | $177.2M | $0 | $177.2M | $119.1M | $0 |
| 2013 | $166M | $0 | $166M | $112.5M | $0 |
| 2012 | $139.3M | $0 | $139.3M | $83.5M | $0 |
| 2011 | $110.4M | $0 | $110.4M | $70.1M | $0 |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $6M |
| Elise Mcdonald | MD - Generalist Team | 60 | $5.2M | $0 | $73.3K | $5.2M |
| John Shue | MD - Generalist Team | 60 | $5.1M | $0 | $65.5K | $5.1M |
| Viral Dholabhai | MD - Generalist Team | 60 | $4.3M | $0 | $65.4K | $4.3M |
Elise Mcdonald
MD - Generalist Team
$5.2M
Hrs/Wk
60
Compensation
$5.2M
Related Orgs
$0
Other
$73.3K
John Shue
MD - Generalist Team
$5.1M
Hrs/Wk
60
Compensation
$5.1M
Related Orgs
$0
Other
$65.5K
Viral Dholabhai
MD - Generalist Team
$4.3M
Hrs/Wk
60
Compensation
$4.3M
Related Orgs
$0
Other
$65.4K
| $0 |
| $0 |
| $0 |
| Keith Johnson | Director | 1 | $0 | $0 | $0 | $0 |
| Lawrence S Bacow | Director | 2 | $0 | $1.3M | $423.2K | $1.8M |
| Paul J Finnegan | Director & Chair | 1 | $0 | $0 | $0 | $0 |
| Robert Jain | Director | 1 | $0 | $0 | $0 | $0 |
| Thomas J Hollister | Director | 1 | $0 | $630.8K | $72.3K | $703K |
| Thomas L Kempner Jr | Director | 1 | $0 | $0 | $0 | $0 |
| Timothy R Barakett | Director | 1 | $0 | $0 | $0 | $0 |
| William M Lewis Jr | Director | 1 | $0 | $0 | $0 | $0 |
Jeremy C Stein
Director
$612.8K
Hrs/Wk
1
Compensation
$0
Related Orgs
$552.6K
Other
$60.2K
Joshua S Friedman
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Keith Johnson
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Lawrence S Bacow
Director
$1.8M
Hrs/Wk
2
Compensation
$0
Related Orgs
$1.3M
Other
$423.2K
Paul J Finnegan
Director & Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Robert Jain
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Thomas J Hollister
Director
$703K
Hrs/Wk
1
Compensation
$0
Related Orgs
$630.8K
Other
$72.3K
Thomas L Kempner Jr
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Timothy R Barakett
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William M Lewis Jr
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0