SATYA AND RAO REMALA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SATYA AND RAO REMALA FOUNDATION (EIN 91-6477106)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202311359349105856
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T16:49:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911275259 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH BUNDAY BERMAN BRITTON PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NORTHUP WAY SUITE 240 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980051959 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 916477106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SATYA AND RAO REMALA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SMITH BUNDAY BERMAN BRITTON PS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SATY | BusinessNameControlTxt |
| Phone | 4254628220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NORTHUP WAY 240 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAO REMALA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4254628220 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAO | PersonFirstNm |
| Person Last | REMALA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE BRAY | PreparerPersonNm |
| PTIN | P00080717 | PTIN |
| Phone | 4258278255 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,214,368 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $677,010 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,862 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $933 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $389,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $389,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$578,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,512,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $489,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,452 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,897 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,898 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,325 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,168 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,557 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,557 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,011,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,011,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,113,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,023,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$623,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,062 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $750,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $455,510 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $455,510 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,666,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,347,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,913,110 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,210,343 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,213,187 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,845,720 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,769 | OtherAssetsBOYAmt |
| Other Assets EOY | $28 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,630,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,016,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,214,368 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $512 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,494 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $512 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,494 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,629,871 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,992,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,629,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,992,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,630,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,016,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,629,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$623,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,006,094 | SubtotalAmt |
| Other Decreases | $13,365 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,992,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 1000 SHARES MICROSOFT CORP | D | 2022-11-11 | $247,207 | $1,000 | $246,207 | $246,207 | |
| 3548 LORD ABBETT BOND-DEBENTURE I | P | 2022-08-08 | $25,795 | $29,855 | -$4,060 | -$4,060 | |
| 91 PIMCO INCOME INSTL | P | 2022-08-08 | $993 | $1,101 | -$108 | -$108 | 2021-08-31 |
| 32 VANGUARD MID CAP ETF | P | 2022-09-13 | $6,924 | $8,116 | -$1,192 | -$1,192 | |
| 42 VANGUARD SMALL CAP ETF | P | 2022-09-13 | $8,119 | $9,525 | -$1,406 | -$1,406 | |
| 7059 LORD ABBETT BOND-DEBENTURE I | P | 2022-08-08 | $51,318 | $59,329 | -$8,011 | -$8,011 | |
| 7380 PIMCO INCOME INSTL | P | 2022-08-08 | $80,435 | $89,143 | -$8,708 | -$8,708 | |
| 2321 VANGUARD MID CAP ETF | P | 2022-09-13 | $493,230 | $532,573 | -$39,343 | -$39,343 | |
| 2456 VANGUARD MID CAP ETF | P | 2022-12-13 | $528,305 | $562,475 | -$34,170 | -$34,170 | |
| 2412 VANGUARD SMALL CAP ETF | P | 2022-09-13 | $462,027 | $528,880 | -$66,853 | -$66,853 | |
| 3016 VANGUARD SMALL CAP ETF | P | 2022-12-13 | $581,125 | $659,447 | -$78,322 | -$78,322 | |
| 81.587 VANGUARD TOT INTL BOND IX ADMIRAL | P | 2022-11-29 | $1,598 | $1,598 | $0 | $0 | |
| 97.731 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2022-06-02 | $997 | $1,018 | -$21 | -$21 | |
| 56.846 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2022-08-30 | $573 | $579 | -$6 | -$6 | |
| 1314.472 VANGUARD INTERNATIONAL GROWTH ADM | P | 2022-07-18 | $126,137 | $167,845 | -$41,708 | -$41,708 | 2021-12-15 |
| 55.947 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2022-06-02 | $571 | $592 | -$21 | -$21 | 2020-10-26 |
| 96.978 VANGUARD SHORT-TERM INVEST-GR ADM | P | 2022-08-30 | $978 | $1,038 | -$60 | -$60 | 2020-10-26 |
| 15.236 VANGUARD INTERNATIONAL GROWTH ADM | P | 2022-03-10 | $1,628 | $1,945 | -$317 | -$317 | 2020-07-15 |
| 9232.132 VANGUARD INTERNATIONAL GROWTH ADM | P | 2022-07-18 | $885,915 | $1,178,854 | -$292,939 | -$292,939 | |
| CAPITAL GAINS DIVIDENDS | P | $8,814 | $8,814 | $8,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$322,224 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,783 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,783 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,612 | OverpaymentAmt |
| Applied To ES Tax | $17,612 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAO REMALA | IndividualWithBooksNm |
| Phone | 4258278255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11808 NORTHUP WAY SUITE 240 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RAO V REMALA | |||||||||
| C/O SMITH BUNDAY BERMAN BRITTON | 11808 NORTHUP WAY SUITE 240 | BELLEVUE | WA | 98005 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SATYA K REMALA | |||||||||
| C/O SMITH BUNDAY BERMAN BRITTON | 11808 NORTHUP WAY SUITE 240 | BELLEVUE | WA | 98005 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SRILAKSHMI REMALA | |||||||||
| C/O SMITH BUNDAY BERMAN BRITTON | 11808 NORTHUP WAY SUITE 240 | BELLEVUE | WA | 98005 | MANAGER | 2.00 | $0 | $0 | $0 |
| SRILATA REMALA | |||||||||
| C/O SMITH BUNDAY BERMAN BRITTON | 11808 NORTHUP WAY SUITE 240 | BELLEVUE | WA | 98005 | MANAGER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GLOBAL 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 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,734,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $659,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,399 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,395,420 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,395,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,089,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,004,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,004,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,171 | TotalTaxAmt |
| Distributable Before Adj | $1,000,303 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,000,303 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,000,303 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,023,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,023,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,000,303 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $923,689 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,023,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $923,689 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $900,988 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAO V REMALA | ContributingManagerNm |
| Contributing Manager | SATYA K REMALA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKSHAYA PATRA FOUNDATION | |||||||
| PO BOX 14220 | FREMONT | CA | 94539 | NONE | 501(C)(3) | TO FEED 3 MILLION CHILDREN EVERY DAY BY 2025. | $1,021 |
| ALLIANCE FOR EDUCATION | |||||||
| 509 OLIVE WAY 500 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO CREATE AN EQUITABLE, EXCELLENT EDUCATION SYSTEM FOR ALL STUDENTS. | $500 |
| AMERICAN ONLINE GIVING FOUNDATION | |||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | NONE | 501(C)(3) | TO CONNECT CAUSES WITH THE WORLD'S LARGEST COMPANIES AND THEIR EMPLOYEES, USING TECHNOLOGY TO TRANSFORM THE WAY THEY RECEIVE FUNDS AND FREEING UP THEIR TIME AND RESOURCES TO FOCUS ON DELIVERING COMMUNITY IMPACT. | $2,000 |
| THE AMERICAN FOUNDATION | |||||||
| 4518 NORTH 32ND STREET | PHOENIX | AZ | 85018 | NONE | 501(C)(3) | TO CREATE FAMILY AND CORPORATE FOUNDATION ACCOUNTS THAT GIVE FINANCIAL SUPPORT TO THEIR FAVORITE CHARITIES. | $500 |
| API CHAYA | |||||||
| PO BOX 14047 | SEATTLE | WA | 98114 | NONE | 501(C)(3) | TO END INTIMATE PARTNER VIOLENCE AND OTHER FORMS OF EXPLOITATION. | $5,000 |
| AUTISM SPEAKS | |||||||
| 159 WESTERN AVE W484 | SEATTLE | WA | 98119 | NONE | 501(C)(3) | TO DEDICATE TO CREATING AN INCLUSIVE WORLD FOR ALL INDIVIDUALS WITH AUTISM THROUGHOUT THEIR LIFESPAN. | $500 |
| BOY SCOUT OF AMERICA | |||||||
| PO BOX 152079 | IRVING | TX | 75015 | NONE | 501(C)(3) | TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND LAW. | $60 |
| BUDDHIST FILM FOUNDATION | |||||||
| PO BOX 22755 | OAKLAND | CA | 94609 | NONE | 501(C)(3) | TO PROMOTE AN EGALITARIAN, PROGRESSIVE VISION OF THE BUDDHADHARMA THAT EMBRACES ALL BUDDHIST TRADITIONS. | $5,000 |
| CHILDHAVEN | |||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NONE | 501(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 |
| COMMUNITY FOUNDATION OF SOUTH PUGET SOUND | |||||||
| 212 UNION AVE SE SUITE 102 | OLYMPIA | WA | 98501 | NONE | 501(C)(3) | TO INSPIRE PHILANTHROPIC EFFORTS THAT ENRICH OUR COMMUNITIES. | $1,500 |
| CONSUMER CHECKBOOK | |||||||
| 1625 K STREET NW 8TH FLOOR | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | TO HELP CONSUMERS FIND HIGH QUALITY SERVICE AT REASONABLE PRICES. | $250 |
| CRISIS CONNECTIONS | |||||||
| PO BOX 19612 | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO FOSTER RESILIENCE AND WELL-BEING FOR ALL BY CONNECTING PEOPLE TO ACCESSIBLE AND COMPASSIONATE SUPPORT. | $500 |
| DENSHO | |||||||
| 1416 S JACKSON ST | SEATTLE | WA | 98144 | NONE | 501(C)(3) | TO PRESERVE AND SHARE HISTORY OF THE WWII INCARCERATION OF JAPANESE AMERICANS TO PROMOTE EQUITY AND JUSTICE TODAY. | $750 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(C)(3) | TO PROVIDE MEDICAL HUMANITARIAN CARE TO THE PEOPLE WHO NEED IT MOST, BASED SOLELY ON NEED. | $500 |
| FOOD LIFELINE | |||||||
| 1702 NE 150TH ST | SHORELINE | WA | 98155 | NONE | 501(C)(3) | TO PROVIDE FOOD TO THOSE IN NEED. | $1,000 |
| FOREST RIDGE SCHOOL | |||||||
| 4800 139TH AVENUE SE | BELLEVUE | WA | 98006 | NONE | 501(C)(3) | TO SUPPORT EDUCATION AND SCHOLARSHIPS. | $115,000 |
| FRANKLIN PIERCE HIGH SCHOOL | |||||||
| 11002 18TH AVE E | TACOMA | WA | 98445 | NONE | 501(C)(3) | TO PROVIDE STUDENTS AN ENGAGING EDUCATIONAL ENVIRONMENT, BUILT UPON PROVEN ACADEMICS AND HIGH STANDARDS, RESULTING IN SUCCESSFUL AND CONTRIBUTING CITIZENS. | $1,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| PO BOX 19024 J5-200 | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO SUPPORT RESEARCH, PREVENTION, DETECTION AND OF CANCER. | $50,000 |
| FRIENDS OF OBCC GUILD | |||||||
| PO BOX 21001 | SEATTLE | WA | 98111 | NONE | 501(C)(3) | TO BRING QUALITY HEALTH CARE TO ALL PEOPLE WITH DIGNITY, AND RESPECT, NO MATTER THEIR ABILITY TO PAY. | $1,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2033 K STREET NW SUITE 300 | WASHINGTON | DC | 20052 | NONE | 501(C)(3) | TO PROVIDE THE HIGH-QUALITY EDUCATION. | $2,500 |
| GIDDENS SCHOOL | |||||||
| 2120 21ST AVENUE SOUTH | SEATTLE | WA | 98144 | NONE | 501(C)(3) | TO PROVIDE THE HIGH-QUALITY TEACHING AND LEARNING THAT CHILDREN DESERVE. | $15,782 |
| GRIST | |||||||
| 1201 WESTERN AVE SUITE 410 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO WORK TOWARD A PLANET THAT DOESN'T BURN AND A FUTURE THAT DOESN'T SUCK. | $6,000 |
| HABITAT FOR HUMANITY OF EAST KING COUNTY | |||||||
| PO BOX 817 | REDMOND | WA | 98073 | NONE | 501(C)(3) | TO CREAT A VARIETY OF HOUSING SOLUTIONS THROUGH NEW CONSTRUCTION RENOVATION AND REPAIR. | $1,500 |
| HOPELINK | |||||||
| 16225 NE 87TH ST SUITE A-1 | REDMOND | WA | 98052 | NONE | 501(C)(3) | TO PROVIDE FOR EMERGENCY FOOD, CLOTHING AND SHELTER. | $1,000 |
| HUMMINGBIRD INDIGENOUS FAMILY SERVICES | |||||||
| 3703 S EDMUNDS ST 105 | SEATTLE | WA | 98118 | NONE | 501(C)(3) | TO IMPROVE BIRTH EXPERIENCES AND LIFELONG OUTCOMES FOR FAMILIES. | $2,500 |
| KIRAN ANJALI PROJECT | |||||||
| PO BOX 757 | MERCER ISLAND | WA | 98040 | NONE | 501(C)(3) | TO PROVIDE GUIDANCE AND FINANCIAL SUPPORT TO INSTITUTIONS PROVIDING EDUCATION TO CHILDREN FROM UNDERSERVED COMMUNITIES, ESPECIALLY GIRLS, IN INDIA. | $1,023 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 123 NW 36TH ST 100 | SEATTLE | WA | 98107 | NONE | 501(C)(3) | TO FIGHT AGAINST LEUKEMIA, LYMPHOMA AND MYELOMA AND TO IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. | $1,000 |
| LIFELONG FOUNDATION | |||||||
| 210 SOUTH LUCILE STREET | SEATTLE | WA | 98108 | NONE | 501(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 DR | RARITAN | NJ | 08869 | NONE | 501(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. | $15,000 |
| NEIGHBORCARE HEALTH | |||||||
| 1200 12TH AVENUE S SUITE 901 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | TO PROVIDE COMPREHENSIVE HEALTH CARE TO FAMILIES AND INDIVIDUALS WHO HAVE DIFFICULTY ACCESSING CARE | $1,000 |
| NITW AMERICA | |||||||
| 5261 DIAMOND COMMON | FREMONT | CA | 94555 | NONE | 501(C)(3) | TO KEEP THE LIVELY COMMUNICATION IN NEAR REAL TIME OF THE VARIOUS EVENTS AND INFORMATION REGARDING THE NIT WARANGAL. | $50 |
| NORTHWEST FOLKLIFE | |||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO CREATE OPPORTUNITIES FOR ALL TO CELEBRATE, SHARE, AND PARTICIPATE IN THE EVOLVING CULTURAL TRADITIONS OF THE PACIFIC NORTHWEST. | $250 |
| NORTHWEST HARVEST | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | NONE | 501(C)(3) | TO PROVIDE FOOD TO THOSE IN NEED. | $500 |
| OVERLAKE HOSPITAL FOUNDATION | |||||||
| 1035 116TH AVE NE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) | TO PROVIDE MEDICAL EXCELLENCE EVERY DAY. | $5,000 |
| PACIFIC CREST TRAIL ASSOCIATION | |||||||
| 2150 RIVER PLAZA DRIVE SUITE 155 | SACRAMENTO | CA | 95833 | NONE | 501(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 102 | HOUSTON | TX | 77042 | NONE | 501(C)(3) | TO PROVIDE EDUCATION TO CHILDREN IN MUMBAI SLUMS, PRATHAM | $25,000 |
| ROAD SCHOLAR | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO INSPIRE ADULTS TO LEARN, DISCOVER AND TRAVEL. | $250 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | NONE | 501(C)(3) | ACHIEVING A CURE FOR RETT SYNDROME AND RELATED DISORDERS CAUSED BY DEFECTS IN THE MECP2 GENE. | $1,000 |
| RWANDA GIRLS INITIATIVE | |||||||
| PO BOX 325 | MEDINA | WA | 98039 | NONE | 501(C)(3) | TO EDUCATE AND EMPOWER GIRLS OF RWANDA TO REACH THEIR HIGHEST POTENTIAL. | $5,000 |
| SHIRDI SAI PARIVAAR | |||||||
| 1221 CALIFORNIA CIR | MILPITAS | CA | 95035 | NONE | 501(C)(3) | TO PROVIDE A MEDIUM FOR SPREADING THE MESSAGE OF LOVE, PEACE, AND HARMONY AMONG THE DEVOTEES. | $101 |
| SEATTLE CHILDREN HOSPITAL | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | 501(C)(3) | TO SUPPORT RESEARCH, DIAGNOSIS & TREATMENT FOR CHILDREN. | $2,500 |
| SEATTLE COLLEGES FOUNDATION | |||||||
| PO BOX 20069 | SEATTLE | WA | 98102 | NONE | 501(C)(3) | TO ADVANCE THE MISSION, WORK, AND IMPACT OF SEATTLE COLLEGES. | $2,000 |
| SEATTLE FOUNDATION | |||||||
| 1200 FIFTH AVENUE SUITE 1300 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO IMPROVE THE QUALITY OF LIFE IN KING COUNTY. | $494,185 |
| SEATTLE GOODWILL | |||||||
| 1765 6TH AVENUE SOUTH | SEATTLE | WA | 98134 | NONE | 501(C)(3) | TO ASSIST PEOPLE AND FAMILIES IN NEED. | $1,000 |
| SEATTLE SYMPHONY | |||||||
| 200 UNIVERSITY ST | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO UNLEASHE THE POWER OF MUSIC, BRINGS PEOPLE TOGETHER, AND LIFTS THE HUMAN SPIRIT. | $1,000 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | 501(C)(3) | TO EDUCATE THE WHOLE PERSON, TO PROFESSIONAL FORMATION, AND TO EMPOWERING LEADERS FOR A JUST AND HUMANE WORLD. | $25,000 |
| SEEDS FOR PROGRESS FOUNDATION | |||||||
| 2333 PONCE DE LEON BLVD SUITE 600 | CORAL GABLES | FL | 33134 | NONE | 501(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 WASHINGTON | |||||||
| 2150 N 107TH ST SUITE 220 | SEATTLE | WA | 98133 | NONE | 501(C)(3) | TO PROVIDE TRAINING AND HEALTH EDUCTION TO PEOPLE WITH DISABILITIES. | $500 |
| SPLASH | |||||||
| 1326 5TH AVE STE 300 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO CREATE SAFE WATER PROJECTS, AT SCALE, IN RESOURCE POOR CITIES | $10,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 SECOND AVENUE | SEATTLE | WA | 98104 | NONE | 501(C)(3) | TO ENHANCE THE ABILITY FOR PEOPLE TO SUPPORT EACH OTHER. | $40,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 1200 FIFTH AVENUE SUITE 500 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO SUPPORT COMPUTER SCIENCE SCHOLARSHIPS & ENGINEERING. | $7,000 |
| VILLAGE THEATRE | |||||||
| 303 FRONT STREET NORTH | ISSAQUAH | WA | 98027 | NONE | 501(C)(3) | TO OFFER THE HIGHEST QUALITY PERFORMING ARTS PROGRAMS. | $500 |
| VIRGINIA MASON FRANCISCAN HEALTH FOUNDATION | |||||||
| 1145 BROADWAY PLAZA SUITE 610 | TACOMA | WA | 98402 | NONE | 501(C)(3) | TO ENHANCE THE LEVEL OF PHILANTHROPIC SUPPORT FOR EXTRAORDINARY PATIENT CARE | $10,000 |
| WA STATE OPPORTUNITY SCHOLARSHIP | |||||||
| 1414 31ST AVE SUITE 302 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | TO HELP LOW- AND MIDDLE-INCOME WASHINGTON STUDENTS EARN DEGREES, CERTIFICATES OR APPRENTICESHIPS IN HIGH-DEMAND TRADE, HEALTH CARE OR STEM FIELDS AND LAUNCH CAREERS IN WASHINGTON STATE. | $1,000 |
| WASHINGTON STATE PARKS FOUNDATION | |||||||
| 1752 NW MARKET ST 744 | SEATTLE | WA | 98107 | NONE | 501(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 | |||||||
| 2019 THIRD AVE SUITE 100 | SEATTLE | WA | 98121 | NONE | 501(C)(3) | TO PROTECT HIKING TRAILS AND WILDERNESS. | $2,000 |
| WASHINGTON WILDLIFE & RECREATION COALITION | |||||||
| 1402 3RD AVE 507 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO ENSURE ROBUST FUNDING FOR WASHINGTON'S GREAT OUTDOORS BY UNIFYING DISPARATE VOICES THROUGH EDUCATION AND ADVOCACY. | $500 |
| WEATHERHILL NATURE PRESERVE | |||||||
| 4030 95TH NE | YARROW POINT | WA | 98004 | NONE | 501(C)(3) | TO PROVIDE SUPPORT FOR MAINTENANCE OF THE PRESERVE. | $300 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | TO HELP EVERYONE SHARE IN THE SUM OF ALL KNOWLEDGE. | $250 |
| WWIN | |||||||
| 232 5TH AVE SOUTH STE 201 | KIRKLAND | WA | 98033 | NONE | 501(C)(3) | TO HELP WASHINGTON WOMEN FACING BARRIERS TO OPPORTUNITY SUCCEED IN COLLEGE AND CAREERS SO THEY, THEIR FAMILIES AND OUR COMMUNITIES CAN THRIVE. | $5,025 |
| YARROW POINT | |||||||
| 4030 95TH AVE NE | YARROW POINT | WA | 98004 | NONE | 501(C)(3) | PRESERVING AND ENHANCING YARROW POINT'S ENVIRONMENT AND COMMUNITY. | $250 |
| ZENO | |||||||
| 1404 E YESLER WAY SUITE 204 | SEATTLE | WA | 98122 | NONE | 501(C)(3) | TO SUPPORT CHILDREN TO DEVELOP THEIR MATH SKILLS. | $13,700 |
| FARESTART | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO HELP PEOPLE OVERCOME BARRIERS BY TEACHING WORK AND LIFE SKILLS NEEDED TO SUCCEED IN EMPLOYMENT AND IN LIFE. | $51,000 |
| GLOBAL PERINATAL SERVICES | |||||||
| 32700 PACIFIC HWY S SUITE 12 | FEDERAL WAY | WA | 98003 | NONE | 501(C)(3) | TO GIVE WOMEN THE CHOICE TO BIRTH INTUITIVELY. | $5,000 |
| ORCAS ISLAND COMMUNITY FOUNDATION | |||||||
| 33 URNER ST 4 | EASTSOUND | WA | 98245 | NONE | 501(C)(3) | TO HELP BUILD AND STRENGTHEN OUR COMMUNITY BY ENCOURAGING AND SUPPORTING LOCAL PHILANTHROPY. | $1,500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | TO MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN. | $500 |
| HINDU HERITAGE ENDOWMENT | |||||||
| 107 KAHOLALELE RD | KAPAA | HI | 96746 | NONE | 501(C)(3) | TO HELP PEOPLE AND STRENGTHEN HINDU COMMUNITIES AROUND THE GLOBE. | $250 |
| KBTC PUBLIC TELEVISION | |||||||
| 2320 S 19TH ST | TACOMA | WA | 98405 | NONE | 501(C)(3) | TO ENGAGE VIEWERS AS CITIZENS, NOT AS CONSUMERS. | $250 |
| KCTS9 | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO INSPIRE A SMARTER WORLD. | $250 |
| MODERN CLASSROOMS PROJECT | |||||||
| 15 14TH ST SE | WASHINGTON | DC | 20003 | NONE | 501(C)(3) | TO BUILD CLASSROOMS THAT RESPOND TO EVERY STUDENT'S NEEDS. | $10,000 |
| SOLID GROUND | |||||||
| 1501 N 45TH STREET | SEATTLE | WA | 98103 | NONE | 501(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 223 | BELLEVUE | WA | 98004 | NONE | 501(C)(3) | TO SUPPORT WOMEN ON THEIR JOURNEY FROM HOMELESSNESS TO SAFE AND STABLE LIVING. | $500 |
| SOUND GENERATIONS | |||||||
| 2208 2ND AVE 100 | SEATTLE | WA | 98121 | NONE | 501(C)(3) | TO SUPPORT PEOPLE ON THEIR AGING JOURNEY THROUGH COMMUNITY CONNECTIONS AND ACCESSIBLE SERVICES. | $500 |
| SRI VENKATESWARA TEMPLE | |||||||
| 1230 S MCCULLY DR | PITTSBURGH | PA | 15235 | NONE | 501(C)(3) | TO PROVIDE A PLACE FOR HINDUS TO WORSHIP IN TRADITIONAL STYLE. | $302 |
| TUBMAN CENTER FOR HEALTH AND FREEDOM | |||||||
| PO BOX 18612 | SEATTLE | WA | 98118 | NONE | 501(C)(3) | TO PROVIDE PRIMARY AND PREVENTATIVE CARE, COMMUNITY RESOURCES, SOCIAL SERVICES, POLITICAL EDUCATION AND ADVOCACY. | $12,500 |
| UPAYA SOCIAL VENTURES | |||||||
| 500 YALE AVE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | TO CREATE DIGNIFIED JOBS FOR THE POOREST OF THE POOR BY BUILDING SCALABLE BUSINESSES WITH INVESTMENT AND CONSULTING SUPPORT. | $5,000 |
| UPLIFT NORTHWEST | |||||||
| 2515 WESTERN AVE | SEATTLE | WA | 98121 | NONE | 501(C)(3) | TO PROVIDE HUNDREDS OF WORKERS TO A WIDE VARIETY OF COMMERCIAL AND RESIDENTIAL EMPLOYERS. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,011,549 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $933 | ExclusionAmt |
| Related Or Exempt Function Incm | $929 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $389,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$578,774 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$188,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $929 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$187,393 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | IRC SEC. 103 - TAX EXEMPT INCOME, NET OF ALLOCATED INVESTMENT EXPENSES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RAO AND SATYA REMALA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8827 NE 36TH STREET | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $677,010 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3000 SHARES MICROSOFT CORPORATION STOCKS | NoncashPropertyDesc |
| Fair Market Value | $677,010 | FairMarketValueAmt |
| Received | 2022-11-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,795 | Amt |
| Net Investment Income | $4,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,898 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PAGE 5, PART VI-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE 2022 TAX YEAR, FOUNDATION MADE A DONATION OF $494,185 TO THE SEATTLE FOUNDATION IN A DONOR ADVISED FUND. THE FOUNDATION TREATED THE ENTIRE $494,185 DONATION AS A QUALIFYING DISTRIBUTION. THE TAXPAYER MAKES FREQUENT DONATIONS TO THE SEATTLE FOUNDATION AND JOINS WITH THE AREA'S CHARITABLE COMMUNITY UTILIZING THE SEATTLE FOUNDATION'S INFORMATION GATHERING FOR ASSESSMENT OF CHARITABLE NEEDS IN THE COMMUNITY. THE SEATTLE FOUNDATION SERVES TO FACILATE THE PLANNING FOR MULTI-YEAR GRANTS TO AREA CHARITIES AS WELL AS LARGER SINGLE DONATIONS TO CHARITIES IN NEED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 31941.888 SHS LORD ABBETT BOND-DEBENTU | $267,937 | $221,677 |
| 22579.6450 SHS PIMCO INCOME INSTL | $272,339 | $233,699 |
| 129300.626 SHS VANGUARD INTERM-TERM INV | $1,277,320 | $1,075,781 |
| 42716.793 SHS VANGUARD ULTRA-SHORT-TERM | $860,671 | $841,948 |
| 30687.592 SHS VANGUARD INTERMEDIATE-TERM INVESTMENT GRADE FUND ADM | $302,173 | $255,321 |
| 17634.935 SHS VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADM | $189,449 | $175,468 |
| 18926.943 SHS VANGUARD TOTAL INTERNATIONAL BOND IX ADM | $406,757 | $358,476 |
| 44658.493 SHS VANGUARD TOTAL BOND MARKET INDEX FUND ADM | $480,058 | $423,363 |
| 9986.144 SHS VANGUARD SHORT-TERM TX-EX ADM | $156,483 | $155,484 |
| GLOBAL HEALTH INVESTMENT FUND I | $0 | $104,503 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8690 SHS MICROSOFT CORP STOCK | $2,525,900 | $2,084,036 |
| 1855.3710 SHS VANGUARD EQUITY - INCOME A | $142,198 | $157,020 |
| 2543.5200 SHS VANGUARD HIGH DIVIDEND | $64,427 | $82,995 |
| 20093.641 SHS ISHARES CORE MSCI | $1,280,241 | $938,373 |
| 47377.4707 SHS ISHARES CORE MSCI EAFE | $3,555,238 | $2,920,347 |
| 485.9805 SHS VANGUARD MID CAP ETF | $68,367 | $99,048 |
| 11986.5368 SHS VANGUARD S&P 500 ETF | $4,544,278 | $4,211,350 |
| 241.3315 SHS VANGUARD SMALL CAP ETF | $29,142 | $44,294 |
| 24299.305 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND ADM | $995,863 | $2,262,265 |
| 9514 SHS ISHARES RUSSELL 2500 | $529,258 | $505,574 |
| 7850 SHS VANGUARD RUSSELL 2000 | $582,464 | $552,405 |
| 37882.374 VANGUARD TOTAL INTERNATIONAL STOCK IX ADM | $1,030,122 | $1,055,403 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNTS TAXED, BUT NOT RECEIVED | Desc |
| BOY Book Value | $2,769 | BOYBookValueAmt |
| EOY Book Value | $28 | EOYBookValueAmt |
| EOYFMV | $28 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $13,365 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CREDIT CARD FEES | $408 | $0 | $0 | $408 |
| BUSINESS EXPENSES | $5,952 | $0 | $0 | $5,952 |
| OTHER EXPENSES | $155 | $0 | $0 | $155 |
| PARKING | $42 | $0 | $0 | $42 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $512 | BOYBookValueAmt |
| EOY Book Value | $23,494 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $48,325 | Amt |
| Net Investment Income | $48,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $12,168 | $12,168 | $0 | $0 |
| INCOME TAX | $25,000 | $25,000 | $0 | $0 |
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