KAL AND VIJI RAMAN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KAL AND VIJI RAMAN FOUNDATION (EIN 27-4514540)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202301229349100300
Schema version
2022v5.0
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)
Return2023-05-02T04:36:31ZReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431871840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Block AdvisorsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116025 NE 85TH STAddressLine1Txt
CityREDMONDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98052ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-04-28SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNERISSA LUCIA ONGPreparerPersonNm
PTINP01663101PTIN
Phone4255583541PhoneNum
Preparation2023-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$98,330FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$57InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$57InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$57InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$1,660OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,660OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,660OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,717TotalRevAndExpnssAmt
Total Net Invst Incm$1,717TotalNetInvstIncmAmt
Total Adj Net Incm$1,717TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$500AccountingFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$500TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss-$1ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl-$1ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$499TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$500TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$500TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl-$1TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,218ExcessRevenueOverExpensesAmt
Net Investment Income$1,217NetInvestmentIncomeAmt
Adjusted Net Income$1,217AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,674CashBOYAmt
Cash EOY$12,241CashEOYAmt
Cash EOYFMV$12,241CashEOYFMVAmt
Corporate Stock BOY$348,395CorporateStockBOYAmt
Corporate Stock EOY$86,089CorporateStockEOYAmt
Corporate Stock EOYFMV$86,089CorporateStockEOYFMVAmt
Total Assets BOY$359,069TotalAssetsBOYAmt
Total Assets EOY$98,330TotalAssetsEOYAmt
Total Assets EOYFMV$98,330TotalAssetsEOYFMVAmt
Accounts Payable EOY$350AccountsPayableEOYAmt
Total Liabilities EOY$350TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$359,069RetainedEarningBOYAmt
Retained Earning EOY$97,980RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$359,069TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$97,980TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$359,069TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$98,330TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$359,069TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,218ExcessRevenueOverExpensesAmt
Subtotal$360,287SubtotalAmt
Other Decreases$262,306OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$97,981TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17InvestmentIncomeExciseTaxAmt
Subtotal$17SubtotalAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Tax Due$17TaxDueAmt

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

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 RDMedinaWA98039PRESIDENT26.00$0
VIJAYALAKSHMI G RAMAN
3235 EVERGREEN POINT RDMedinaWA98039VICE PRESIDENT26.00$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$174,394AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,235AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$185,629TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$185,629AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,784CashDeemedCharitableAmt
Net Vl Noncharitable Assets$182,845NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,142MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,142MinimumInvestmentReturnAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Total Tax$17TotalTaxAmt
Distributable Before Adj$9,125DistributableBeforeAdjAmt
Distributable Before Ded$9,125DistributableBeforeDedAmt
Distributable As Adjusted$9,125DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions-$1ExpensesAndContributionsAmt
Qualifying Distributions$1QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,125DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$18,404ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,506ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,910TotalExcessDistributionCyovAmt
Qualifying Distributions-$1QualifyingDistributionsAmt
Excess Distri Cyov App CY Corpus$9,125ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,125ExcessDistributionCyovAppCYAmt
Total Corpus$22,785TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,785ExcessDistriCyovToNextYrAmt
Excess From Current Year$22,785ExcessFromCurrentYearAmt

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 Line17625 WEST HILL LANEAddressLine1Txt
CityCupertinoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE USING EXCESS CONTRIBUTION IN 2020GrantOrContributionPurposeTxt
Amt-$1Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr-$1TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$57RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$57RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberLINE 3LineNumberTxt
Relationship StatementINTEREST INCOME INCREASES CASH NEEDED TO PAY FOUNDATION OPERATING EXPENSESRelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TAX PREPARATION FEE$350$350$350
ANNUAL SERVICE FEE$150$150$150

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,450 BIGCOMM HOLDINGS INC REG SHS SER-1$12,673$12,673
8,400 BIGCOMM HOLDINGS ING REG SHS SER-1$73,416$73,416

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$262,306Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUND OF IRS PENALTY FOR TY 2020Desc
Revenue And Expenses Per Books$1,660RevenueAndExpensesPerBooksAmt
Net Investment Income$1,660NetInvestmentIncomeAmt
Adjusted Net Income$1,660AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescACCOUNTING EXP PAID BY OFFICERDesc
Amt$0Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.