SATYA AND RAO REMALA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SATYA AND RAO REMALA FOUNDATION (EIN 91-6477106)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349106450
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:43:52-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,674,938 | 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 | $4,199,980 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $94 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $402,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $402,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,801,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,941,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,587,957 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,403,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,990,100 | 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 | $9,546 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,773 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,773 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92,456 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,685 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,685 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $959,917 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $959,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,113,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $968,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,290,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,845,181 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $436,234 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $750,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $750,364 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,374,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,022,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,947,189 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,408,871 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,854,748 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,974,616 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $8,091 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,769 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,769 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,227,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,630,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,674,938 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,986 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $512 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $512 | 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 | $12,221,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,629,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,221,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,629,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,227,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,630,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,221,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,290,345 | ExcessRevenueOverExpensesAmt |
| Other Increases | $118,055 | OtherIncreasesAmt |
| Subtotal | $20,629,871 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,629,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 19 SHARES ISHARES CORE S&P MID CAPETF IV | P | 2021-05-14 | $5,328 | $4,065 | $1,263 | $1,263 | |
| 78 SHARES SPDR S&P 500 ETF | P | 2021-05-14 | $32,737 | $28,433 | $4,304 | $4,304 | |
| 737 SHARES VANGUARD INTERNATIONAL GROWTH | P | 2021-05-14 | $116,469 | $120,000 | -$3,531 | -$3,531 | 2021-03-15 |
| 2829 SHARES VANGUARD TOTAL INTERNATIONAL | P | 2021-05-14 | $182,765 | $177,237 | $5,528 | $5,528 | |
| 1986 SHARES VANGUARD TOTAL BOND MARKET | P | 2021-05-14 | $22,266 | $22,875 | -$609 | -$609 | |
| 392 SHARES VANGUARD TOTAL INTL BD IDX ADMIR | P | 2021-05-14 | $8,897 | $9,090 | -$193 | -$193 | |
| 399 SHARES VANGUARD TOTAL STOCK MARKET | P | 2021-05-14 | $85,594 | $72,022 | $13,572 | $13,572 | |
| 1438 SHARES ISHARES CORE S&P MID CAPETF IV | P | 2021-05-14 | $388,845 | $147,024 | $241,821 | $241,821 | |
| 5079 SHARES SPDR S&P 500 ETF | P | 2021-05-14 | $2,105,970 | $948,627 | $1,157,343 | $1,157,343 | |
| 20149 SHARES VANGUARD TOTAL INTERNATIONAL | P | 2021-05-14 | $1,301,417 | $812,906 | $488,511 | $488,511 | |
| 86619 SHARES VANGUARD TOTAL BOND MARKET I | P | 2021-05-14 | $970,997 | $965,893 | $5,104 | $5,104 | |
| 36729 SHARRES VANGUARD TOTAL INTL BD IDX AD | P | 2021-05-14 | $832,282 | $823,879 | $8,403 | $8,403 | |
| 25312 SHARES VANGUARD TOTAL STOCK MARKET | P | 2021-05-14 | $5,429,399 | $3,205,126 | $2,224,273 | $2,224,273 | |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2021-05-05 | $1,608 | $1,613 | -$5 | -$5 | |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2021-06-14 | $1,616 | $1,618 | -$2 | -$2 | |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2021-07-02 | $1,092 | $1,094 | -$2 | -$2 | 2020-10-26 |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2021-09-02 | $1,643 | $1,646 | -$3 | -$3 | |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2021-12-01 | $836 | $839 | -$3 | -$3 | |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2021-12-01 | $818 | $818 | $0 | $0 | 2020-10-26 |
| GLOBAL HEALTH INVESTMENT FUND I DISTRIBUTION IN EXCESS OF BASIS | P | 2021-12-31 | $114,289 | $114,289 | $114,289 | 2013-01-01 | |
| 8310 SHARES MICROSOFT CORP | D | 2021-07-16 | $2,150,878 | $8,310 | $2,142,568 | $2,142,568 | |
| CAPITAL GAINS DIVIDENDS | P | $185,326 | $185,326 | $185,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,587,957 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95,148 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95,148 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $91,931 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $116,931 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,783 | OverpaymentAmt |
| Applied To ES Tax | $21,783 | 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 | $29,005 | Expenses1Amt |
| Total | $29,005 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,773,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $949,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,430 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,729,378 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,729,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $310,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,418,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,020,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,020,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95,148 | TotalTaxAmt |
| Distributable Before Adj | $925,774 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $143,294 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,069,068 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,069,068 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $968,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $29,005 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $997,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,069,068 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $852,001 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $997,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $852,001 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,379 | 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 | $923,689 | 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMPLIO NETWORK | |||||||
| 1904 3RD AVE 417 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO EMPOWER THE WORLD'S MOST VULNERABLE COMMUNITIES THROUGH KNOWLEDGE SHARING. | $5,000 |
| API CHAYA | |||||||
| PO BOX 14047 | SEATTLE | WA | 98114 | NONE | 501(C)(3) | TO END INTIMATE PARTNER VIOLENCE AND OTHER FORMS OF EXPLOITATION. | $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. | $1,000 |
| FAMILIES OF COLOR SEATTLE | |||||||
| 1544 S SNOQUALMIE ST | SEATTLE | WA | 98108 | NONE | 501(C)(3) | TO BUILD A STRONG COMMUNITY BY SUPPORTING FAMILIES OF COLOR THROUGH EQUITABLE PARENT PROGRAMS, RESOURCE SHARING, AND FOSTERING MEANINGFUL CONNECTIONS.UILD A STRONG COMMUNITY BY SUPPORTING FAMILIES OF COLOR THROUGH EQUITABLE PARENT PROGRAMS, RESOURCE SHARING, AND FOSTERING MEANINGFUL CONNECTIONS | $1,000 |
| FOOD LIFELINE | |||||||
| 1702 NE 150TH ST | SHORELINE | WA | 98155 | NONE | 501(C)(3) | TO PROVIDE FOOD TO THOSE IN NEED. | $600 |
| FOREST RIDGE SCHOOL | |||||||
| 4800 139TH AVENUE SE | BELLEVUE | WA | 98006 | NONE | 501(C)(3) | TO SUPPORT EDUCATION AND SCHOLARSHIPS. | $5,000 |
| 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. | $30,000 |
| 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. | $17,500 |
| 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. | $7,000 |
| 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 |
| IAWW | |||||||
| PO BOX 404 | BELLEVUE | WA | 98009 | NONE | 501(C)(3) | TO PROVIDE SENIOR SUPPORT SERVICES INCLUDING LEGAL (IMMIGRATION AND FAMILY LEGAL) CLINICS, WELLNESS. | $5,000 |
| 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 |
| 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 |
| NORTHWEST HARVEST | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | NONE | 501(C)(3) | TO PROVIDE FOOD TO THOSE IN NEED. | $500 |
| OPEN ARMS' PERINATAL SERVICES | |||||||
| 2524 16TH AVE S 207 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | TO CREATE THE POSSIBILITY FOR EVERY PARENT AND CHILD TO MEET THE CHALLENGES OF LIFE WITH COURAGE AND RESILIENCY. | $5,113 |
| OVERLAKE HOSPITAL FOUNDATION | |||||||
| 1035 116TH AVE NE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) | TO PROVIDE MEDICAL EXCELLENCE EVERY DAY. | $5,000 |
| PRATHAM USA | |||||||
| 9703 RICHMOND AVE 102 | HOUSTON | TX | 77042 | NONE | 501(C)(3) | TO PROVIDE EDUCATION TO CHILDREN IN MUMBAI SLUMS, PRATHAM | $26,000 |
| RAINIER SCHOLARS | |||||||
| 2100 24TH AVE S 360 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | TO OFFER A PATHWAY TO COLLEGE GRADUATION FOR HARD-WORKING, LOW-INCOME STUDENTS OF COLOR. | $2,500 |
| ROAD SCHOLAR | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | NONE | 501(C)(3) | TO INSPIRE ADULTS TO LEARN, DISCOVER AND TRAVEL. | $250 |
| 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. | $2,500 |
| SEATTLE CHILDREN HOSPITAL | |||||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | NONE | 501(C)(3) | TO SUPPORT RESEARCH, DIAGNOSIS & TREATMENT FOR CHILDREN. | $246 |
| SEATTLE FOUNDATION | |||||||
| 1200 FIFTH AVENUE SUITE 1300 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO IMPROVE THE QUALITY OF LIFE IN KING COUNTY. | $633,155 |
| SEATTLE GOODWILL | |||||||
| 1765 6TH AVENUE SOUTH | SEATTLE | WA | 98134 | NONE | 501(C)(3) | TO ASSIST PEOPLE AND FAMILIES IN NEED. | $1,500 |
| 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 |
| 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. | $30,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 1200 FIFTH AVENUE SUITE 500 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | TO SUPPORT COMPUTER SCIENCE SCHOLARSHIPS & ENGINEERING. | $43,000 |
| VILLAGE THEATRE | |||||||
| 303 FRONT STREET NORTH | ISSAQUAH | WA | 98027 | NONE | 501(C)(3) | TO OFFER THE HIGHEST QUALITY PERFORMING ARTS PROGRAMS. | $500 |
| VIRGINIA MASON FOUNDATION | |||||||
| PO BOX 1930 | SEATTLE | WA | 98111 | NONE | 501(C)(3) | TO ENHANCE THE LEVEL OF PHILANTHROPIC SUPPORT FOR EXTRAORDINARY PATIENT CARE | $5,000 |
| 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. | $1,500 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 2019 THIRD AVE SUITE 100 | SEATTLE | WA | 98121 | NONE | 501(C)(3) | TO PROTECT HIKING TRAILS AND WILDERNESS. | $2,500 |
| 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 |
| ZENO | |||||||
| 1404 E YESLER WAY SUITE 204 | SEATTLE | WA | 98122 | NONE | 501(C)(3) | TO SUPPORT CHILDREN TO DEVELOP THEIR MATH SKILLS. | $11,050 |
| 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. | $17,000 |
| FORGOTTEN CHILDRENS FUND | |||||||
| 5264 SHORE MEADOW RD | FREELAND | WA | 98249 | NONE | 501(C)(3) | TO PROVIDE ASSISTANCE TO CHILDREN AND FAMILIES IN THE GREATER SEATTLE AREA. | $750 |
| 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 |
| HELPING HANDS | |||||||
| 135 MAIN STREET | TALLULAH FALLS | GA | 30573 | NONE | 501(C)(3) | TO EMPOWER COMMUNITY ORGANIZATIONS AND LOCAL VOLUNTEERS TO DELIVER THE ESSENTIAL SUPPLIES TO THOSE IN NEED. | $500 |
| HAWAII PEOPLE FUND | |||||||
| 335 MERCHANT STREET FL GROUND 4163 | HONOLULU | HI | 96812 | NONE | 501(C)(3) | TO SUPPORT, BUILD CAPACITY, AND AMPLIFY THE IMPACT OF GRASSROOTS SOCIAL CHANGE MOVEMENTS IN HAWAII. | $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 |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | |||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | TO CREATE A WORLD WHERE REFUGEES AND ALL PEOPLE SEEKING SAFETY ARE EMPOWERED TO CLAIM THEIR RIGHT TO FREEDOM OF MOVEMENT AND A PATH TO LASTING REFUGE. | $500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | 501(C)(3) | TO PROVIDE FOOD, MEDICAL CARE AND EMERGENCY SUPPLIES TO CHILDREN AND FAMILIES IN CONFLICT-AFFECTED COUNTRIES. | $5,150 |
| KBTC PUBLIC TELEVISION | |||||||
| 2320 S 19TH ST | TACOMA | WA | 98405 | NONE | 501(C)(3) | TO ENGAGE VIEWERS AS CITIZENS, NOT AS CONSUMERS. | $250 |
| THE MATERNAL COALITION | |||||||
| 5907 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98118 | NONE | 501(C)(3) | TO SUPPORT INDIVIDUALS ON THE PERINATAL AND REPRODUCTIVE SPECTRUM BY PUTTING GENERATIONAL HEALING BACK INTO THE HANDS OF THE COMMUNITY. | $1,500 |
| 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 |
| NISQUALLY LAND TRUST | |||||||
| 100 BROWN FARM RD NE | OLYMPIA | WA | 98516 | NONE | 501(C)(3) | TO PROTECT AND STEWARD LANDS TO PERMANENTLY BENEFIT THE WATER, FISH, WILDLIFE, AND PEOPLE. | $2,000 |
| ORCAS ISLAND FOOD BANK | |||||||
| 116 MADRONA ST | EASTSOUND | WA | 98245 | NONE | 501(C)(3) | TO WORK WITH OUR COMMUNITY TO PREVENT HUNGER. | $500 |
| PATH | |||||||
| 2201 WESTLAKE AVENUE SUITE 200 | SEATTLE | WA | 98121 | NONE | 501(C)(3) | TO SOLVE THE WORLD'S MOST PRESSING HEALTH CHALLENGES. | $5,000 |
| SANKARA EYE FOUNDATION | |||||||
| 1900 MCCARTHY BLVD 302 | MILPITAS | CA | 95035 | NONE | 501(C)(3) | TO REACH OUT TO THE RURAL POOR AND PROVIDE QUALITY EYE CARE FREE OF COST. | $1,000 |
| SEEDS FOR PROGRESS | |||||||
| 2333 PONCE DE LEON BLVD ROOM 6 | CORAL GABLES | FL | 33134 | NONE | 501(C)(3) | TO IMPROVE EDUCATION AND HEALTH AWARENESS IN UNDERSERVED REGIONS OF THE WORLD. | $2,500 |
| 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. | $1,000 |
| 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. | $250 |
| SOUTH SEATTLE WOMEN'S HEALTH FOUNDATION | |||||||
| 4704 S MEAD ST | SEATTLE | WA | 98118 | NONE | 501(C)(3) | TO IMPROVE HEALTH OUTCOMES IN SOUTHEAST SEATTLE. | $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. | $251 |
| MIRACLE FOUNDATION | |||||||
| 1506 WEST 6TH STREET | AUSTIN | TX | 78703 | NONE | 501(C)(3) | TO GIVE EVERY CHILD THE CHANCE TO REACH THEIR FULL POTENTIAL. | $505 |
| 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. | $10,000 |
| 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 |
| THE WATER PROJECT | |||||||
| 17 DEPOT ST 2ND FLOOR | CONCORD | NH | 03301 | NONE | 501(C)(3) | TO PROVIDE ACCESS TO CLEAN, SAFE AND RELIABLE WATER ACROSS SUB-SAHARAN AFRICA. | $527 |
| WELLSPRING | |||||||
| 1900 RAINIER AVENUE SOUTH | SEATTLE | WA | 98144 | NONE | 501(C)(3) | TO SUPPORT INDIVIDUALS AND FAMILIES EXPERIENCING CRISIS TO TAKE THE NEXT STEP FORWARD BY TAPPING INTO THEIR OWN RESILIENCE AND STRENGTH. | $10,000 |
| WING LUKE MUSEUM | |||||||
| 719 S KING STREET | SEATTLE | WA | 98104 | NONE | 501(C)(3) | TO CONNECT EVERYONE TO THE DYNAMIC HISTORY, CULTURES, AND ART OF ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS THROUGH VIVID STORYTELLING AND INSPIRING EXPERIENCES TO ADVANCE RACIAL AND SOCIAL EQUITY. | $1,575 |
| WASHINGTON WOMEN IN NEED | |||||||
| 232 5TH AVE S 201 | KIRKLAND | WA | 98033 | NONE | 501(C)(3) | TO SUPPORT WOMEN ON THEIR JOURNEY TO ECONOMIC STABILITY. | $550 |
| OMPRAKASH | |||||||
| 2311 N 45TH ST | SEATTLE | WA | 98103 | NONE | 501(C)(3) | TO BUILDING MUTUALLY BENEFICIAL & EDUCATIONAL RELATIONSHIPS BETWEEN GRASSROOTS SOCIAL IMPACT ORGANIZATIONS | $2,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $959,917 | 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 | $94 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,801,516 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,203,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,203,659 | TotalIncomeProducingActyAmt |
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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RAO AND SATYA REMALA | ||||||
| 1 | 8827 NE 36TH STREET | BELLEVUE | WA | 98004 | $239,060 | Yes (X) |
| RAO AND SATYA REMALA | ||||||
| 2 | 8827 NE 36TH STREET | BELLEVUE | WA | 98004 | $248,140 | Yes (X) |
| RAO AND SATYA REMALA | ||||||
| 3 | 8827 NE 36TH STREET | BELLEVUE | WA | 98004 | $259,300 | Yes (X) |
| RAO AND SATYA REMALA | ||||||
| 4 | 8827 NE 36TH STREET | BELLEVUE | WA | 98004 | $494,550 | Yes (X) |
| RAO AND SATYA REMALA | ||||||
| 5 | 8827 NE 36TH STREET | BELLEVUE | WA | 98004 | $1,287,750 | Yes (X) |
| RAO AND SATYA REMALA | ||||||
| 6 | 8827 NE 36TH STREET | BELLEVUE | WA | 98004 | $646,230 | Yes (X) |
| RAO AND SATYA REMALA | ||||||
| 7 | 8827 NE 36TH STREET | BELLEVUE | WA | 98004 | $682,880 | Yes (X) |
| RAO AND SATYA REMALA | ||||||
| 8 | 8827 NE 36TH STREET | BELLEVUE | WA | 98004 | $342,070 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHARES MICROSOFT CORPORATION STOCKS | $239,060 | 2021-03-23 |
| 2 | 1000 SHARES MICROSOFT CORPORATION STOCKS | $248,140 | 2021-04-06 |
| 3 | 1000 SHARES MICROSOFT CORPORATION STOCKS | $259,300 | 2021-04-16 |
| 4 | 2000 SHARES MICROSOFT CORPORATION STOCKS | $494,550 | 2021-05-06 |
| 5 | 5000 SHARES MICROSOFT CORPORATION STOCKS | $1,287,750 | 2021-06-11 |
| 6 | 2000 SHARES MICROSOFT CORPORATION STOCKS | $646,230 | 2021-10-28 |
| 7 | 2000 SHARES MICROSOFT CORPORATION STOCKS | $682,880 | 2021-12-13 |
| 8 | 1000 SHARES MICROSOFT CORPORATION STOCKS | $342,070 | 2021-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,546 | Amt |
| Net Investment Income | $4,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,773 | 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 2021 TAX YEAR, FOUNDATION MADE A DONATION OF $633,155 TO THE SEATTLE FOUNDATION IN A DONOR ADVISED FUND. THE FOUNDATION TREATED THE ENTIRE $633,155 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 (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 42349.4210 SHS LORD ABBETT BOND-DEBENTU | $355,570 | $352,347 |
| 29949.356 SHS PIMCO INCOME INSTL | $361,385 | $357,595 |
| 129306.749 SHS VANGUARD INTERM-TERM INV | $1,277,451 | $1,286,602 |
| 42700.345 SHS VANGUARD ULTRA-SHORT-TERM | $860,342 | $856,569 |
| GLOBAL HEALTH INVESTMENT FUND I | $0 | $121,503 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7690 SHS MICROSOFT CORP STOCK | $2,363,990 | $2,586,301 |
| 1702.659 SHS VANGUARD EQUITY - INCOME A | $129,315 | $157,019 |
| 2466.280 SHS VANGUARD HIGH DIVIDEND | $61,997 | $83,360 |
| 20093.641 SHS ISHARES CORE MSCI | $1,280,241 | $1,202,805 |
| 47307.6822 SHS ISHARES CORE MSCI ESFE | $3,550,048 | $3,531,045 |
| 5295.9805 SHS VANGUARD MID CAP ETF | $1,171,530 | $1,349,257 |
| 9339.5368 SHS VANGUARD S&P 500 ETF | $3,575,317 | $4,077,362 |
| 5712.3315 SHS VANGUARD SMALL CAP ETF | $1,226,993 | $1,291,044 |
| 29761.944 SHS VANGUARD INTERMEDIATE-TERM INVESTMENT GRADE FUND ADM | $294,146 | $296,131 |
| 10561.840 SHS VANGUARD INTERNATIONAL GROWTH ADM | $1,348,645 | $1,471,264 |
| 17591.244 SHS VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADM | $189,124 | $189,458 |
| 18742.791 SHS VANGUARD TOTAL INTERNATIONAL BOND IX ADM | $403,097 | $413,466 |
| 43568.427 SHS VANGUARD TOTAL BOND MARKET INDEX FUND ADM | $469,228 | $487,531 |
| 23912.438 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND ADM | $958,831 | $2,811,146 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNTS TAXED, BUT NOT RECEIVED | Desc |
| BOY Book Value | $8,091 | BOYBookValueAmt |
| EOY Book Value | $2,769 | EOYBookValueAmt |
| EOYFMV | $2,769 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CREDIT CARD FEES | $389 | $0 | $0 | $389 |
| BUSINESS EXPENSES | $3,296 | $0 | $0 | $3,296 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $118,055 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $5,986 | BOYBookValueAmt |
| EOY Book Value | $512 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $47,690 | Amt |
| Net Investment Income | $47,690 | 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 | $6,456 | $6,456 | $0 | $0 |
| INCOME TAX | $86,000 | $86,000 | $0 | $0 |
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