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KAL AND VIJI RAMAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
KAL AND VIJI RAMAN FOUNDATION (EIN 27-4514540)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-01
IRS object ID
202400619349100205
Schema version
2023v4.0
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-01T07:12:00ZReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431871840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HRB TAX GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 MAIN ST STE 105FAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274514540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAL AND VIJI RAMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKALRBusinessNameControlTxt
Phone4255033831PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13235 EVERGREEN POINT RDAddressLine1Txt
CityMedinaCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98039ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIJAYALAKSHMI RAMANPersonNm
Person TitleMANAGERPersonTitleTxt
Phone4255033831PhoneNum
Signature2024-02-16SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVIJAYALAKSHMIPersonFirstNm
Person LastRAMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNERISSA LUCIA ONGPreparerPersonNm
PTINP01663101PTIN
Phone8004725625PhoneNum
Preparation2024-03-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$107,707FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$172DividendsRevAndExpnssAmt
Dividends Net Invst Incm$172DividendsNetInvstIncmAmt
Dividends Adj Net Incm$172DividendsAdjNetIncmAmt
Total Rev And Expnss$172TotalRevAndExpnssAmt
Total Net Invst Incm$172TotalNetInvstIncmAmt
Total Adj Net Incm$172TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$150OtherProfFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$150TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,074ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,074ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,224TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$150TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,074TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,052ExcessRevenueOverExpensesAmt
Net Investment Income$22NetInvestmentIncomeAmt
Adjusted Net Income$22AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,241CashBOYAmt
Cash EOY$11,867CashEOYAmt
Cash EOYFMV$11,867CashEOYFMVAmt
Corporate Stock BOY$86,089CorporateStockBOYAmt
Corporate Stock EOY$95,840CorporateStockEOYAmt
Corporate Stock EOYFMV$95,840CorporateStockEOYFMVAmt
Total Assets BOY$98,330TotalAssetsBOYAmt
Total Assets EOY$107,707TotalAssetsEOYAmt
Total Assets EOYFMV$107,707TotalAssetsEOYFMVAmt
Accounts Payable BOY$350AccountsPayableBOYAmt
Total Liabilities BOY$350TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$97,980RetainedEarningBOYAmt
Retained Earning EOY$107,707RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$97,980TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$107,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$98,330TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$107,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,980TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,052ExcessRevenueOverExpensesAmt
Other Increases$9,705OtherIncreasesAmt
Subtotal$102,633SubtotalAmt
Tot Net Ast Or Fund Balances EOY$102,633TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressAVAILABLE AT REQUESTWebsiteAddressTxt
Individual With BooksVIJAYALAKSHMI RAMANIndividualWithBooksNm
Phone4255033831PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13235 EVERGREEN POINT RDAddressLine1Txt
CityMedinaCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98039ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
KALYANA SRINIVASAN
3235 EVERGREEN POINT RDMedinaWA98039PRESIDENT0.00$0
VIJAYALAKSHMI G RAMAN
3235 EVERGREEN POINT RDMedinaWA98039VICE PRESIDENT0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$90,965AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,054AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$103,019TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$103,019AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,545CashDeemedCharitableAmt
Net Vl Noncharitable Assets$101,474NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,074MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,074MinimumInvestmentReturnAmt
Distributable Before Adj$5,074DistributableBeforeAdjAmt
Distributable Before Ded$5,074DistributableBeforeDedAmt
Distributable As Adjusted$5,074DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,074ExpensesAndContributionsAmt
Qualifying Distributions$5,074QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,074DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$5,977ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$5,977TotalExcessDistributionCyovAmt
Qualifying Distributions$5,074QualifyingDistributionsAmt
Excess Distri Cyov App CY Corpus$5,074ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,074ExcessDistributionCyovAppCYAmt
Total Corpus$903TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$903ExcessDistriCyovToNextYrAmt
Excess From Year3$903ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CANCER INSTITUTEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12625 WEST HILL LANEAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE USING EXCESS DISTRIBUTION IN 2020GrantOrContributionPurposeTxt
Amt$5,074Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,074TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$172RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$172RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$172TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementDIVIDEND INCOME INCREASES INCOME TO ACCOMPLISH MISSIONRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock9850 SHARES BIGCOMM HOLDINGSStockNm
EOY Book Value$95,840EOYBookValueAmt
EOYFMV$95,840EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN VALUEDesc
Amt$9,705Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryANNUAL FEECategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt
Adjusted Net Income$150AdjustedNetIncomeAmt

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