SATYA AND RAO REMALA FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SATYA AND RAO REMALA FOUNDATION (EIN 91-6477106)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-07
IRS object ID
202442209349100019
Schema version
2023v5.1
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)
Return2024-08-07T13:25:27-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911275259PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH BUNDAY BERMAN BRITTON PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111808 NORTHUP WAY SUITE 240AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP980051959ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916477106EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SATYA AND RAO REMALA FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O SMITH BUNDAY BERMAN BRITTON PSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSATYBusinessNameControlTxt
Phone4254628220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111808 NORTHUP WAY 240AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAO REMALAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4254628220PhoneNum
Signature2024-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE BRAYPreparerPersonNm
PTINP00080717PTIN
Phone4258278255PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,147,266FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$846,570ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,017InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,329InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$523,877DividendsRevAndExpnssAmt
Dividends Net Invst Incm$523,877DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$149,486NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,488,197GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$426,361CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,529,950TotalRevAndExpnssAmt
Total Net Invst Incm$951,567TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$44,742OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,742OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,616TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16,616TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,463OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$14,463OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$75,821TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,358TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,463TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$939,953ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$939,953ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,015,774TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,358TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$954,416TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$514,176ExcessRevenueOverExpensesAmt
Net Investment Income$890,209NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$455,510SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,031,148SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,031,148SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,882,418CorporateStockBOYAmt
Corporate Stock EOY$16,598,558CorporateStockEOYAmt
Corporate Stock EOYFMV$19,394,948CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,678,267CorporateBondsBOYAmt
Corporate Bonds EOY$2,829,824CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,721,126CorporateBondsEOYFMVAmt
Other Assets BOY$28OtherAssetsBOYAmt
Other Assets EOY$44OtherAssetsEOYAmt
Other Assets EOYFMV$44OtherAssetsEOYFMVAmt
Total Assets BOY$20,016,223TotalAssetsBOYAmt
Total Assets EOY$20,459,574TotalAssetsEOYAmt
Total Assets EOYFMV$23,147,266TotalAssetsEOYFMVAmt
Other Liabilities BOY$23,494OtherLiabilitiesBOYAmt
Other Liabilities EOY$110OtherLiabilitiesEOYAmt
Total Liabilities BOY$23,494TotalLiabilitiesBOYAmt
Total Liabilities EOY$110TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,992,729RetainedEarningBOYAmt
Retained Earning EOY$20,459,464RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,992,729TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,459,464TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,016,223TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,459,574TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,992,729TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$514,176ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,506,905SubtotalAmt
Other Decreases$47,441OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,459,464TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
155 VANGUARD EQUITY-INCOME ADMP2023-09-05$13,236$13,015$221$221
80 VANGUARD HIGH DIVIDEND YIELD INDEP2023-09-05$2,594$2,530$64$64
1726 VANGUARD EQUITY-INCOME ADMP2023-09-05$146,702$131,333$15,369$15,369
2502 VANGUARD HIGH DIVIDEND YIELD INP2023-09-05$80,681$63,116$17,565$17,565
1000 MICROSOFT CORPD2023-03-17$279,984$1,000$278,984$278,984
10,003 VANGUARD ULTRA SHORT-TERMP2023-02-03$156,737$156,747-$10-$10
9,819 VANGUARD ULTRA-SHORT-TERM BOP2023-05-23$194,817$197,906-$3,089-$3,089
15,000 VANGUARD ULTRA-SHORT-TERM BP2023-08-03$297,009$302,274-$5,265-$5,2652021-05-14
86.156 TOT INTL BOND IX ADMIRALP2023-08-21$1,657$1,657$0$0
68.319 TOT INTL BOND IX ADMIRALP2023-11-20$1,335$1,335$0$0
72.122 SHORT-TERM INVEST-GR ADMP2023-02-22$718$723-$5-$5
83.468 SHORT-TERM INVEST-GR ADMP2023-05-23$838$842-$4-$4
16.438 TOT INTL BOND IX ADMIRALP2023-11-20$321$321$0$0
90.875 SHORT-TERM INVEST-GR ADMP2023-02-22$904$957-$53-$532020-12-26
79.044 SHORT-TERM INVEST-GR ADMP2023-05-23$794$826-$32-$322020-10-26
555.569 TOTAL STOCK MKT IDX ADMP2023-08-02$60,702$57,698$3,004$3,004
845.054 TOTAL STOCK MKT IDX ADMP2023-08-02$92,331$45,421$46,910$46,910
364.65 TOTAL STOCK MKT IDX ADMP2023-08-02$39,842$19,706$20,136$20,1362016-07-25
1,003.234 TOTAL STOCK MKT IDX ADMP2023-08-02$109,613$64,429$45,184$45,184
GLOBAL HEALTH INVESTMENT FUND I DISTRIBUTION IN EXCESS OF BASISP2023-12-31$7,382$7,382$7,382
FieldValueIRS element (for citing)
Capital Gain Net Income$426,361CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,374InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,374SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,374TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Es Penalty$243EsPenaltyAmt
Overpayment$7,383OverpaymentAmt
Applied To ES Tax$7,383AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRAO REMALAIndividualWithBooksNm
Phone4258278255PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111808 NORTHUP WAY SUITE 240AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP980051959ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAO V REMALA
C/O SMITH BUNDAY BERMAN BRITTON11808 NORTHUP WAY SUITE 240BELLEVUEWA98005TRUSTEE2.00$0$0$0
SATYA K REMALA
C/O SMITH BUNDAY BERMAN BRITTON11808 NORTHUP WAY SUITE 240BELLEVUEWA98005TRUSTEE2.00$0$0$0
SRILAKSHMI REMALA
C/O SMITH BUNDAY BERMAN BRITTON11808 NORTHUP WAY SUITE 240BELLEVUEWA98005MANAGER2.00$0$0$0
SRILATA REMALA
C/O SMITH BUNDAY BERMAN BRITTON11808 NORTHUP WAY SUITE 240BELLEVUEWA98005MANAGER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1GLOBAL HEALTH INVESTMENT FUND I, LLC (THE "FUND") SEEKS TO PROVIDE AFFORDABLE FUNDING TO SUPPORT THE DEVELOPMENT OF DRUGS, VACCINES, PREVENTATIVE, DIAGNOSTICS AND OTHER PRODUCTS TO ADDRESS GLOBAL HEALTH CHALLANGES THAT DISPROPORTIONATELY IMPACT DEVELOPING COUNTRIES. THE FUND IS A COLLABORATION AMOUNG JP MORGAN, THE BILL & MELINDA GATES FOUNDATION AND LION'S HEAD GLOBAL PARTNERS.Description1Txt
Expenses1$1,846Expenses1Amt
Total$1,846TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,305,196AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$775,708AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$36FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,080,940TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,080,940AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$316,214CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,764,726NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,038,236MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,038,236MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,374TaxBasedOnInvestmentIncomeAmt
Total Tax$12,374TotalTaxAmt
Distributable Before Adj$1,025,862DistributableBeforeAdjAmt
Recoveries Qualfied Distri$9,228RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,035,090DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,035,090DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$954,416ExpensesAndContributionsAmt
Program Related Invst Total$1,846ProgramRelatedInvstTotalAmt
Qualifying Distributions$956,262QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,035,090DistributableAsAdjustedAmt
Undistributed Income PY$900,988UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$956,262QualifyingDistributionsAmt
Applied To Year1$900,988AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,274AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$979,816UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAO V REMALAContributingManagerNm
Contributing ManagerSATYA K REMALAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
API CHAYA
PO BOX 14047SEATTLEWA98114NONE501(C)(3)TO END INTIMATE PARTNER VIOLENCE AND OTHER FORMS OF EXPLOITATION.$5,000
CHILDHAVEN
316 BROADWAYSEATTLEWA98122NONE501(C)(3)TO GIVE CHILDREN THE CHANCE TO LEARN THE EDUCATION AND SOCIAL SKILLS THEY NEED TO BE SUCCESSFUL IN SCHOOL AND BEYOND.$25,000
CONSUMER CHECKBOOK
1625 K STREET NW 8TH FLOORWASHINGTONDC20006NONE501(C)(3)TO HELP CONSUMERS FIND HIGH QUALITY SERVICE AT REASONABLE PRICES.$250
CRISIS CONNECTIONS
PO BOX 19612SEATTLEWA98109NONE501(C)(3)TO FOSTER RESILIENCE AND WELL-BEING FOR ALL BY CONNECTING PEOPLE TO ACCESSIBLE AND COMPASSIONATE SUPPORT.$500
FOOD LIFELINE
815 S 96TH STSEATTLEWA98108NONE501(C)(3)TO PROVIDE FOOD TO MORE THAN 350 FOOD BANKS, SHELTERS, AND MEAL PROGRAMS ACROSS WESTERN. WASHINGTONTO PROVIDE FOOD TO THOSE IN NEED.$1,000
FRED HUTCHINSON CANCER RESEARCH CENTER
PO BOX 19024 J5-200SEATTLEWA98109NONE501(C)(3)TO SUPPORT RESEARCH, PREVENTION, DETECTION AND OF CANCER.$679,586
GEORGE WASHINGTON UNIVERSITY
2033 K STREET NW SUITE 300WASHINGTONDC20052NONE501(C)(3)TO PROVIDE THE HIGH-QUALITY EDUCATION.$2,500
HABITAT FOR HUMANITY INTERNATIONAL
322 W LAMAR STAMERICUSGA317093543NONE501(C)(3)TO CREAT A VARIETY OF HOUSING SOLUTIONS THROUGH NEW CONSTRUCTION RENOVATION AND REPAIR.$1,500
HOPELINK
8990 154TH AVE NEREDMONDWA98052NONE501(C)(3)TO PROVIDE FOR EMERGENCY FOOD, CLOTHING AND SHELTER.$1,000
KIRAN ANJALI PROJECT
PO BOX 757MERCER ISLANDWA98040NONE501(C)(3)TO PROVIDE GUIDANCE AND FINANCIAL SUPPORT TO INSTITUTIONS PROVIDING EDUCATION TO CHILDREN FROM UNDERSERVED COMMUNITIES, ESPECIALLY GIRLS, IN INDIA.$2,557
LIFELONG FOUNDATION
210 SOUTH LUCILE STREETSEATTLEWA98108NONE501(C)(3)TO REMOVE BARRIERS TO HEALTH WITH RELENTLESS COMPASSION SO THAT NO ONE FACES ILLNESS AND INJUSTICE ALONE.$500
MANJARI SANKURATHRI MEMORIAL FOUNDATION
14 RODERER DRRARITANNJ08869NONE501(C)(3)TO PROMOTE EDUCATION, HEALTH CARE CARE FOR THE DOWNTRODDEN AND TO HELP THE NEEDY AT TIMES OF NATURAL CALAMITIES IN INDIA AS WELL AS IN THE UNITED STATES OF AMERICA.$8,000
NEIGHBORCARE HEALTH
1200 12TH AVENUE S SUITE 901SEATTLEWA98144NONE501(C)(3)TO PROVIDE COMPREHENSIVE HEALTH CARE TO FAMILIES AND INDIVIDUALS WHO HAVE DIFFICULTY ACCESSING CARE$1,000
NORTHWEST FOLKLIFE
305 HARRISON STSEATTLEWA98109NONE501(C)(3)TO CREATE OPPORTUNITIES FOR ALL TO CELEBRATE, SHARE, AND PARTICIPATE IN THE EVOLVING CULTURAL TRADITIONS OF THE PACIFIC NORTHWEST.$500
NORTHWEST HARVEST
PO BOX 12272SEATTLEWA98102NONE501(C)(3)TO PROVIDE FOOD TO THOSE IN NEED.$500
OVERLAKE MEDICAL CENTER
1035 116TH AVE NEBELLEVUEWA98004NONE501(C)(3)TO PROVIDE MEDICAL EXCELLENCE EVERY DAY.$5,000
PACIFIC CREST TRAIL ASSOCIATION
2150 RIVER PLAZA DRIVE SUITE 155SACRAMENTOCA95833NONE501(C)(3)TO PROTECT, PRESERVE AND PROMOTE THE PACIFIC CREST NATIONAL SCENIC TRAIL AS A WORLD-CLASS EXPERIENCE FOR HIKERS AND EQUESTRIANS, AND FOR ALL THE VALUES PROVIDED BY WILD AND SCENIC LANDS.$500
PRATHAM USA
9703 RICHMOND AVE 102HOUSTONTX77042NONE501(C)(3)TO PROVIDE EDUCATION TO CHILDREN IN MUMBAI SLUMS, PRATHAM$10,000
ROAD SCHOLAR
11 AVENUE DE LAFAYETTEBOSTONMA02111NONE501(C)(3)TO INSPIRE ADULTS TO LEARN, DISCOVER AND TRAVEL.$250
RWANDA GIRLS INITIATIVE
PO BOX 325MEDINAWA98039NONE501(C)(3)TO EDUCATE AND EMPOWER GIRLS OF RWANDA TO REACH THEIR HIGHEST POTENTIAL.$1,000
SEATTLE SYMPHONY
PO BOX 21906SEATTLEWA98111NONE501(C)(3)TO UNLEASH THE POWER OF MUSIC, BRINGS PEOPLE TOGETHER, AND LIFTS THE HUMAN SPIRIT.$1,000
SEEDS FOR PROGRESS FOUNDATION
2333 PONCE DE LEON BLVD SUITE 600CORAL GABLESFL33134NONE501(C)(3)TO CREATE OPPORTUNITIES TO ADVANCE THE QUALITY OF LIFE FOR STUDENTS, TEACHERS AND THEIR FAMILIES IN THE RURAL COMMUNITIES OF NICARAGUA'S COFFEE-GROWING REGIONS.$5,000
SPECIAL OLYMPICS
2600 VIRGINIA AVENUE NW 11TH FLOORWASHINGTONDC20037NONE501(C)(3)TO PROVIDE TRAINING AND HEALTH EDUCTION TO PEOPLE WITH DISABILITIES.$500
SPLASH
7511 GREENWOOD AVE N UNIT 4203SEATTLEWA98103NONE501(C)(3)TO CREATE SAFE WATER PROJECTS, AT SCALE, IN RESOURCE POOR CITIES$10,000
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVENUE NESEATTLEWA981959504NONE501(C)(3)TO SUPPORT COMPUTER SCIENCE SCHOLARSHIPS & ENGINEERING.$33,000
VILLAGE THEATRE
303 FRONT STREET NORTHISSAQUAHWA98027NONE501(C)(3)TO OFFER THE HIGHEST QUALITY PERFORMING ARTS PROGRAMS.$500
VIRGINIA MASON FRANCISCAN HEALTH FOUNDATION
PO BOX 1930 MAILSTOP D1-MFSEATTLEWA98111NONE501(C)(3)TO ENHANCE THE LEVEL OF PHILANTHROPIC SUPPORT FOR EXTRAORDINARY PATIENT CARE$10,000
WASHINGTON STATE PARKS FOUNDATION
1752 NW MARKET ST 744SEATTLEWA98107NONE501(C)(3)TO CONNECT ALL WASHINGTONIANS TO THEIR DIVERSE NATURAL AND CULTURAL HERITAGE AND PROVIDE MEMORABLE RECREATIONAL AND EDUCATIONAL EXPERIENCES THAT ENHANCE THEIR LIVES.$250
WASHINGTON TRAILS ASSOCIATION
705 SECOND AVE SUITE 300SEATTLEWA98104NONE501(C)(3)TO PROTECT HIKING TRAILS AND WILDERNESS.$1,500
WASHINGTON WILDLIFE & RECREATION COALITION
6716 EAST SIDE DR NE 1-302TACOMAWA98422NONE501(C)(3)TO ENSURE ROBUST FUNDING FOR WASHINGTON'S GREAT OUTDOORS BY UNIFYING DISPARATE VOICES THROUGH EDUCATION AND ADVOCACY.$500
WETHERILL NATURE PRESERVE
4030 95TH NEYARROW POINTWA98004NONE501(C)(3)TO PROVIDE SUPPORT FOR MAINTENANCE OF THE PRESERVE.$350
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREET SUITE 1600SAN FRANCISCOCA94104NONE501(C)(3)TO HELP EVERYONE SHARE IN THE SUM OF ALL KNOWLEDGE.$250
YARROW POINT COMMUNITY ASSOCIATION
4030 95TH AVE NEYARROW POINTWA98004NONE501(C)(3)PRESERVING AND ENHANCING YARROW POINT'S ENVIRONMENT AND COMMUNITY.$300
ZENO
1404 E YESLER WAY SUITE 204SEATTLEWA98122NONE501(C)(3)TO SUPPORT CHILDREN TO DEVELOP THEIR MATH SKILLS.$11,248
FARESTART
PO BOX 84395SEATTLEWA981245695NONE501(C)(3)TO HELP PEOPLE OVERCOME BARRIERS BY TEACHING WORK AND LIFE SKILLS NEEDED TO SUCCEED IN EMPLOYMENT AND IN LIFE.$50,000
ORCAS ISLAND COMMUNITY FOUNDATION
33 URNER ST 4EASTSOUNDWA98245NONE501(C)(3)TO HELP BUILD AND STRENGTHEN OUR COMMUNITY BY ENCOURAGING AND SUPPORTING LOCAL PHILANTHROPY.$1,500
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314NONE501(C)(3)TO MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN.$500
HINDU HERITAGE ENDOWMENT
107 KAHOLALELE RDKAPAAHI96746NONE501(C)(3)TO HELP PEOPLE AND STRENGTHEN HINDU COMMUNITIES AROUND THE GLOBE.$250
SOLID GROUND
1501 N 45TH STREETSEATTLEWA98103NONE501(C)(3)TO WORK TO END POVERTY AND UNDO RACISM AND OTHER OPPRESSIONS THAT ARE ROOT CAUSES OF POVERTY.$5,000
SOPHIA WAY
11061 NE 2ND STREET SUITE 223BELLEVUEWA98004NONE501(C)(3)TO SUPPORT WOMEN ON THEIR JOURNEY FROM HOMELESSNESS TO SAFE AND STABLE LIVING.$500
SOUND GENERATIONS
2208 2ND AVE 100SEATTLEWA98121NONE501(C)(3)TO SUPPORT PEOPLE ON THEIR AGING JOURNEY THROUGH COMMUNITY CONNECTIONS AND ACCESSIBLE SERVICES.$500
SRI VENKATESWARA TEMPLE
1230 S MCCULLY DRPITTSBURGHPA15235NONE501(C)(3)TO PROVIDE A PLACE FOR HINDUS TO WORSHIP IN TRADITIONAL STYLE.$201
TUBMAN CENTER FOR HEALTH AND FREEDOM
PO BOX 18612SEATTLEWA98118NONE501(C)(3)TO PROVIDE PRIMARY AND PREVENTATIVE CARE, COMMUNITY RESOURCES, SOCIAL SERVICES, POLITICAL EDUCATION AND ADVOCACY.$15,000
UPAYA SOCIAL VENTURES
500 YALE AVE NSEATTLEWA98109NONE501(C)(3)TO CREATE DIGNIFIED JOBS FOR THE POOREST OF THE POOR BY BUILDING SCALABLE BUSINESSES WITH INVESTMENT AND CONSULTING SUPPORT.$4,500
UPLIFT NORTHWEST
2515 WESTERN AVESEATTLEWA98121NONE501(C)(3)TO PROVIDE HUNDREDS OF WORKERS TO A WIDE VARIETY OF COMMERCIAL AND RESIDENTIAL EMPLOYERS.$500
BAPS ENDOWMENT INC
PO BOX 60WINDSORNJ085610060NONE501(C)(3)TO HELP UPLIFT INDIVIDUALS, FAMILIES AND SOCIETY.$101
BELLEVUE YOUTH SOCCER CLUB
PO BOX 692BELLEVUENE68123NONE501(C)(3)TO PROVIDE A COMPREHENSIVE SOCCER PROGRAM SERVING THE NEEDS OF THE COMMUNITY.$500
BOOGER FUND
4521 2ND AVE NESEATTLEWA98105NONE501(C)(3)TO PROVIDE RIDER DEVELOPMENT AND GUIDANCE TO YOUTH AGED 6-23 YEARS OLD.$2,500
BOY SCOUT TROOP 600
12904 NE 28TH STREETBELLEVUEWA98005NONE501(C)(3)TO PRODUCE A HIGH NUMBER OF EAGLE SCOUTS OVER THE YEARS.$60
EVERGREEN GOODWILL
700 DEARBORN PL SSEATTLEWA98144NONE501(C)(3)TO PROVIDE FREE JOB TRAINING, BASIC EDUCATION, AND SUPPORT SERVICES TO THOUSANDS OF INDIVIDUALS IN OUR COMMUNITY.$1,000
FORGOTTEN CHILDREN'S FUND
5264 SHORE MEADOW RDFREELANDWA98249NONE501(C)(3)TO GIVE DESERVING CHILDREN AND THEIR FAMILIES A TRULY MERRY CHRISTMAS.$600
GEORGIA SOUTHERN UNIVERSITY FOUNDATION
PO BOX 8053STATESBOROGA30460NONE501(C)(3)TO ASSIST GEORGIA SOUTHERN UNIVERSITY IN FULFILLING ITS MULTIFACETED MISSION AND IN ITS EFFORTS TO ACHIEVE EDUCATIONAL EXCELLENCE.$5,000
MARYS PLACE
PO BOX 1711SEATTLEWA98111NONE501(C)(3)TO ENSURE THAT NO CHILD SLEEPS OUTSIDE BY CENTERING EQUITY AND OPPORTUNITY FOR WOMEN AND FAMILIES.$500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
180 NICKERSON ST STE 100SEATTLEWA98109NONE501(C)(3)TO HELP PEOPLE AFFECTED BY MS LIVE THEIR BEST LIVES.$200
NISQUALLY LAND TRUST
100 BROWN FARM RD NEOLYMPIAWA98516NONE501(C)(3)TO PROTECT LANDS TO PERMANENTLY BENEFIT THE WATER, FISH, WILDLIFE, AND PEOPLE OF THE NISQUALLY RIVER WATERSHED.$2,500
SEATTLE ART MUSEUM
1300 FIRST AVENUESEATTLEWA98101NONE501(C)(3)TO SHARE ITS GLOBAL COLLECTIONS, POWERFUL EXHIBITIONS, AND DYNAMIC PROGRAMS TO ENGAGE, EDUCATE, AND INSPIRE.$2,050
ST JOSEPH SCHOOL
700 18TH AVE ESEATTLEWA98112NONE501(C)(3)TO MAKE THE HIGHEST QUALITY, JESUIT, CATHOLIC EDUCATION ACCESSIBLE AND AFFORDABLE TO ALL.$7,500
TASVEER
363 MERCER STSEATTLEWA98109NONE501(C)(3)TO INSPIRE SOCIAL CHANGE THROUGH THOUGHT-PROVOKING SOUTH ASIAN FILMS, ART, AND STORYTELLING$2,500
HEPATITIS EDUCATION PROJECT
1621 S JACKSON ST SUITE 201SEATTLEWA98144NONE501(C)(3)TO IMPROVE HEALTH OF UNDERSERVED AND MARGINALIZED COMMUNITIES DISPROPORTIONATELY IMPACTED BY VIRAL HEPATITIS AND ENVISIONS A WORLD WHERE EVERYONE HAS ACCESS TO AFFORDABLE, HIGH-QUALITY CARE TO SUPPORT ALL THEIR HEALTH NEEDS.$1,000
IIT KANPUR FOUNDATION
3790 EL CAMINO REAL 1038PALO ALTOCA94306NONE501(C)(3)TO FUND AND PROMOTE OVERALL BETTERMENT OF STUDENTS, FACULTY AND ALUMNI BODY OF THE INDIAN INSTITUTE OF TECHNOLOGY, KANPUR.$1,100
PACIFIC SCIENCE CENTER
200 SECOND AVENUE NSEATTLEWA981094895NONE501(C)(3)TO IGNITE CURIOSITY IN EVERY CHILD AND FUELS A PASSION FOR DISCOVERY, EXPERIMENTATION, AND CRITICAL THINKING IN ALL OF US.$1,000
SEATTLE UNITED
301 NE 100TH ST SUITE 102SEATTLEWA98125NONE501(C)(3)TO PROVIDE A COMPETITIVE YOUTH SOCCER PROGRAM THAT INSPIRES PLAYERS TO DEVELOP TO THEIR HIGHEST POTENTIAL, AND EXPERIENCE THE REWARDS OF PURSUING EXCELLENCE, TEAMWORK, AND SPORTSMANSHIP.$850
THE WATER PROJECT
17 DEPOT STREET 2ND FLOORCONCORDNH03301NONE501(C)(3)TO PROVIDE RELIABLE, ONGOING WATER AND SANITATION SERVICE AND SUPPORT TO COMMUNITIES AROUND THE WORLD WHO SUFFER NEEDLESSLY FROM A LACK OF ACCESS TO CLEAN WATER AND PROPER SANITATION.$500
UNIVERSITY DISTRICT FOOD BANK
5017 ROOSEVELT WAY NESEATTLEWA98105NONE501(C)(3)TO BUILD A HUNGER-FREE NORTHEAST SEATTLE BY PROVIDING OUR NEIGHBORS WITH RELIABLE ACCESS TO HEALTHY FOOD AND LIFE-CHANGING RESOURCES.$500
VILLAGEREACH
210 S HUDSON ST SUITE 307SEATTLEWA98134NONE501(C)(3)TO INCREASE ACCESS TO QUALITY HEALTHCARE FOR THE WORLD'S MOST UNDERSERVED COMMUNITIES.$1,000
FRIENDS OF WATERFRONT SEATTLE
1201 ALASKAN WY 200SEATTLEWA98101NONE501(C)(3)TO CREATE, CARE FOR, AND ACTIVATE A RENEWED PLACE OF CONNECTION ON SEATTLE'S CENTRAL SHORELINE.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$939,953TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,329ExclusionAmt
Related Or Exempt Function Incm$8,688RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$523,877ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$149,486ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$674,692ExclusionAmt
Related Or Exempt Function Incm$8,688RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$683,380TotalIncomeProducingActyAmt

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 StatementIRC SEC. 103 - TAX EXEMPT INCOME, NET OF ALLOCATED INVESTMENT EXPENSESRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
RAO AND SATYA REMALA
18827 NE 36TH STREETBELLEVUEWA98004$279,825Yes (X)
RAO AND SATYA REMALA
28827 NE 36TH STREETBELLEVUEWA98004$501,548Yes (X)
RAO AND SATYA REMALA
38827 NE 36TH STREETBELLEVUEWA98004$65,197Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11000 SHARES MICROSOFT CORPORATION STOCKS$279,8252023-03-17
21500 SHARES MICROSOFT CORPORATION STOCKS$501,5482023-06-29
3180 SHARES MICROSOFT CORPORATION STOCKS$65,1972023-11-08

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
31941.888 SHS LORD ABBETT BOND-DEBENTU$267,937$224,871
22579.6450 SHS PIMCO INCOME INSTL$272,339$239,796
147462.8510 SHS VANGUARD INTERM-TERM INV$1,434,070$1,279,978
17895.9050 SHS VANGUARD ULTRA-SHORT-TERM$360,492$357,023
46796.453 SHS VANGUARD LONG-TERM TAX EXEMPT$494,986$514,761
GLOBAL HEALTH INVESTMENT FUND I$0$104,697

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8150 SHS MICROSOFT CORP STOCK$2,367,567$3,064,726
20093.641 SHS ISHARES CORE MSCI$1,280,245$1,016,336
47377.4707 SHS ISHARES CORE MSCI EAFE$3,555,262$3,333,005
485.9805 SHS VANGUARD MID CAP ETF$68,367$113,059
11986.5368 SHS VANGUARD S&P 500 ETF$4,544,278$5,235,719
241.3315 SHS VANGUARD SMALL CAP ETF$29,142$51,483
39338.235 SHS VANGUARD INTERMEDIATE-TERM INVESTMENT GRADE FUND ADM$374,534$341,456
21919.304 SHS VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADM$232,220$224,234
24520.021 SHS VANGUARD TOTAL INTERNATIONAL BOND IX ADM$515,496$483,535
57861.814 SHS VANGUARD TOTAL BOND MARKET INDEX FUND ADM$604,764$561,838
21892.557 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND ADM$846,558$2,528,371
9514 SHS ISHARES RUSSELL 2500$529,258$585,777
7850 SHS VANGUARD RUSSELL 2000$582,464$636,635
39151.124 SHS VANGUARD TOTAL INTERNATIONAL STOCK IX ADM$1,068,403$1,218,774

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescAMOUNTS TAXED, BUT NOT RECEIVEDDesc
BOY Book Value$28BOYBookValueAmt
EOY Book Value$44EOYBookValueAmt
EOYFMV$44EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$47,441Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CREDIT CARD FEES$538$0$0$538
ADVERTISING/PROMOTION$8,448$0$0$8,448
PARKING$67$0$0$67
COMPUTER EXPENSES$5,169$0$0$5,169
TRAVEL$240$0$0$240
BANK SERVICE CHARGE$1$0$0$1

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARDS PAYABLEDesc
BOY Book Value$23,494BOYBookValueAmt
EOY Book Value$110EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$44,742Amt
Net Investment Income$44,742NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$16,616Amt
Net Investment Income$16,616NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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