SATYA AND RAO REMALA FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SATYA AND RAO REMALA FOUNDATION (EIN 91-6477106)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-15
IRS object ID
202502279349100520
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-15T12:36:21-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911275259PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111808 NORTHUP WAY SUITE 240AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP980051959ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916477106EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAO REMALAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4254628220PhoneNum
Signature2025-07-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE BRAYPreparerPersonNm
PTINP00080717PTIN
Phone4258278255PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,594,314FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$826,875ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13,214InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$949InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$608,745DividendsRevAndExpnssAmt
Dividends Net Invst Incm$608,745DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,969,026NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,063,178GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,309,989CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,417,860TotalRevAndExpnssAmt
Total Net Invst Incm$2,919,683TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,131AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,566AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,565AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$50,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$50,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$34,169TaxesRevAndExpnssAmt
Taxes Net Invst Incm$34,169TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,198OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,198OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$104,998TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$93,235TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,763TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$987,111ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$987,111ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,092,109TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$93,235TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$998,874TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,325,751ExcessRevenueOverExpensesAmt
Net Investment Income$2,826,448NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,031,148SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$894,198SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$894,198SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$17,131AcctRcvblAmt
Acct Rcvbl EOY$17,131AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$17,131AcctRcvblEOYFMVAmt
Corporate Stock BOY$16,598,558CorporateStockBOYAmt
Corporate Stock EOY$10,563,014CorporateStockEOYAmt
Corporate Stock EOYFMV$13,837,249CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,829,824CorporateBondsBOYAmt
Corporate Bonds EOY$11,404,522CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,845,808CorporateBondsEOYFMVAmt
Other Assets BOY$44OtherAssetsBOYAmt
Other Assets EOY-$72OtherAssetsEOYAmt
Other Assets EOYFMV-$72OtherAssetsEOYFMVAmt
Total Assets BOY$20,459,574TotalAssetsBOYAmt
Total Assets EOY$22,878,793TotalAssetsEOYAmt
Total Assets EOYFMV$25,594,314TotalAssetsEOYFMVAmt
Other Liabilities BOY$110OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,228OtherLiabilitiesEOYAmt
Total Liabilities BOY$110TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,228TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$20,459,464RetainedEarningBOYAmt
Retained Earning EOY$22,872,565RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,459,464TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,872,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,459,574TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,878,793TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,459,464TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,325,751ExcessRevenueOverExpensesAmt
Other Increases$87,350OtherIncreasesAmt
Subtotal$22,872,565SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,872,565TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 MICROSOFT CORPD2009-06-092024-01-22$396,012$1,000$395,012$395,012
1,600 VANGUARD LONG-TERM TAX-EXEMPP2024-08-08$17,545$17,121$424$424
46,141 VANGUARD LONG-TERM TAX-EXEMP2024-08-08$505,701$488,126$17,575$17,575
7367 AB DISCOVERY VALUE ADVISORP2024-12-26$183,419$179,274$4,145$4,145
2555 ARTISAN INTERNATIONAL SMALL-MIDP2024-12-26$46,958$46,951$7$7
993 ARTISAN INTERNATIONAL VALUE INSTLP2024-12-26$50,390$50,316$74$74
3242 BROOKFIELD GLOBAL LISTED INFRASTP2024-12-26$44,735$44,342$393$393
1222 COHEN & STEERS INSTL REALTY SHARP2024-12-26$62,768$62,372$396$396
7212 CONESTOGA SMID CAP INSTITUTIONALP2024-12-13$195,322$186,331$8,991$8,991
14133 DODGE & COX INCOME IP2024-12-19$181,056$180,473$583$583
738 ISHARES CORE S&P 500 ETF IVP2024-12-26$432,936$422,694$10,242$10,242
2982 MACQUARIE EMERGING MARKETS INSP2024-12-16$65,950$65,423$527$527
4896 MORGAN STANLEY INST INTL ADVTG IP2024-12-26$120,433$119,580$853$853
5075 RBC EMERGING MARKETS EQUITY IP2024-12-26$71,700$70,103$1,597$1,597
37,825 VANGUARD INTERM-TERM TX-EX AP2024-08-082024-08-23$518,972$517,469$1,503$1,503
781 VANGUARD S&P 500 VALUE ETFP2024-12-20$149,404$147,415$1,989$1,989
818 VANGUARD ULTRA-SHORT-TERM BONDP2024-12-20$16,516$16,516$0$0
20,093.64 ISHARES CORE MSCI EMERGINP2024-08-23$1,104,312$1,280,262-$175,950-$175,950
47,377.47 ISHARES CORE MSCI EAFE ETFP2024-08-23$3,640,373$3,555,306$85,067$85,067
9,514 ISHARES RUSSELL 2500 ETFP2022-12-132024-08-23$637,133$529,258$107,875$107,875
5283 LORD ABBETT BOND-DEBENTURE IP2024-12-19$37,857$37,857$0$0
3992 PIMCO INCOME INSTLP2024-12-19$42,474$42,474$0$0
147,462 VANGUARD INTERM-TERM INVESTP2024-08-23$1,305,046$1,434,070-$129,024-$129,024
485.98 VANGUARD MID CAP ETFP2024-08-23$124,490$68,367$56,123$56,123
7,850 VANGUARD RUSSELL 2000 ETFP2022-12-132024-08-23$698,788$582,464$116,324$116,324
11,986.53 VANGUARD S&P 500 ETFP2024-08-23$6,176,489$4,544,278$1,632,211$1,632,211
241.33 VANGUARD SMALL CAP ETFP2024-08-23$56,273$29,142$27,131$27,131
1296 VANGUARD ULTRA-SHORT-TERM BONDP2024-12-20$27,245$27,245$0$0
133.531 VNGRD S/TRM INVT GR ADMLP2024-03-08$1,363$1,364-$1-$1
72.488 VNGRD S/TRM INVT GR ADMLP2024-06-06$740$740$0$0
79.629 VNGRD S/TRM INVT GR ADMLP2024-11-292024-12-03$824$825-$1-$1
32.877 VNGRD S/TRM INVT GR ADMLP2020-10-262024-03-08$336$336$0$0
96.170 VNGRD S/TRM INVT GR ADMLP2020-10-262024-06-06$982$982$0$0
167.322 VNGRD S/TRM INVT GR ADMLP2020-10-262024-09-05$1,747$1,752-$5-$5
92.137 VNGRD S/TRM INVT GR ADMLP2024-12-03$954$961-$7-$7
CAPITAL GAINS DIVIDENDSP$145,935$145,935$145,935
FieldValueIRS element (for citing)
Capital Gain Net Income$2,309,989CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39,288InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39,288SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39,288TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,383EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$45,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$59,383TotalPaymentsAndCreditsAmt
Es Penalty$69EsPenaltyAmt
Overpayment$20,026OverpaymentAmt
Applied To ES Tax$20,026AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1GLOBAL HEALTH INVESTMENT FUND I, LLC (THE "FUND") SEEKS TO PROVIDE AFFORDABLE FUNDING TO SUPPORT THE DEVELOPMENT OF DRUGS, VACCINES, PREVENTATIVE, DIAGNOSTICS AND OTHER PRODUCTS TO ADDRESS GLOBAL HEALTH CHALLANGES THAT DISPROPORTIONATELY IMPACT DEVELOPING COUNTRIES. THE FUND IS A COLLABORATION AMOUNG JP MORGAN, THE BILL & MELINDA GATES FOUNDATION AND LION'S HEAD GLOBAL PARTNERS.Description1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$23,705,965AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,203,402AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$13,029FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,922,396TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$24,922,396AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$373,836CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,548,560NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,227,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,227,428MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,288TaxBasedOnInvestmentIncomeAmt
Total Tax$39,288TotalTaxAmt
Distributable Before Adj$1,188,140DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,188,140DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,188,140DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$998,874ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$998,874QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,188,140DistributableAsAdjustedAmt
Undistributed Income PY$979,816UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$998,874QualifyingDistributionsAmt
Applied To Year1$979,816AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,058AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,169,082UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
API CHAYA
PO BOX 14047SEATTLEWA98114NONE501(C)(3)TO END INTIMATE PARTNER VIOLENCE AND OTHER FORMS OF EXPLOITATION.$10,000
CONSUMER CHECKBOOK
1625 K STREET NW 8TH FLOORWASHINGTONDC20006NONE501(C)(3)TO HELP CONSUMERS FIND HIGH QUALITY SERVICE AT REASONABLE PRICES.$250
CRISIS CONNECTIONS
PO BOX 19612SEATTLEWA98109NONE501(C)(3)TO FOSTER RESILIENCE AND WELL-BEING FOR ALL BY CONNECTING PEOPLE TO ACCESSIBLE AND COMPASSIONATE SUPPORT.$250
FOOD LIFELINE
815 S 96TH STSEATTLEWA98108NONE501(C)(3)TO PROVIDE FOOD TO MORE THAN 350 FOOD BANKS, SHELTERS, AND MEAL PROGRAMS ACROSS WESTERN. WASHINGTONTO PROVIDE FOOD TO THOSE IN NEED.$1,000
FRED HUTCHINSON CANCER RESEARCH CENTER
PO BOX 19024 J5-200SEATTLEWA98109NONE501(C)(3)TO SUPPORT RESEARCH, PREVENTION, DETECTION AND OF CANCER.$503,698
GEORGE WASHINGTON UNIVERSITY
2033 K STREET NW SUITE 300WASHINGTONDC20052NONE501(C)(3)TO PROVIDE THE HIGH-QUALITY EDUCATION.$1,000
HABITAT FOR HUMANITY
500 NACHES AVE SW SUITE 200RENTONWA98057NONE501(C)(3)TO BUILD HOMES, COMMUNITIES, AND HOPE BY BRINGING PEOPLE TOGETHER TO ADDRESS THE NEED FOR AFFORDABLE HOUSING, ENSURING EVERYONE HAS A DECENT PLACE TO LIVE.$400
HOPELINK
8990 154TH AVE NEREDMONDWA98052NONE501(C)(3)TO PROVIDE FOR EMERGENCY FOOD, CLOTHING AND SHELTER.$1,000
KIRAN ANJALI PROJECT
PO BOX 757MERCER ISLANDWA98040NONE501(C)(3)TO PROVIDE GUIDANCE AND FINANCIAL SUPPORT TO INSTITUTIONS PROVIDING EDUCATION TO CHILDREN FROM UNDERSERVED COMMUNITIES, ESPECIALLY GIRLS, IN INDIA.$3,000
LIFELONG FOUNDATION
210 SOUTH LUCILE STREETSEATTLEWA98108NONE501(C)(3)TO REMOVE BARRIERS TO HEALTH WITH RELENTLESS COMPASSION SO THAT NO ONE FACES ILLNESS AND INJUSTICE ALONE.$500
MANJARI SANKURATHRI MEMORIAL FOUNDATION
14 RODERER DRRARITANNJ08869NONE501(C)(3)TO PROMOTE EDUCATION, HEALTH CARE CARE FOR THE DOWNTRODDEN AND TO HELP THE NEEDY AT TIMES OF NATURAL CALAMITIES IN INDIA AS WELL AS IN THE UNITED STATES OF AMERICA.$5,000
NEIGHBORCARE HEALTH
1200 12TH AVENUE S SUITE 901SEATTLEWA98144NONE501(C)(3)TO PROVIDE COMPREHENSIVE HEALTH CARE TO FAMILIES AND INDIVIDUALS WHO HAVE DIFFICULTY ACCESSING CARE$25,000
NORTHWEST FOLKLIFE
305 HARRISON STSEATTLEWA98109NONE501(C)(3)TO CREATE OPPORTUNITIES FOR ALL TO CELEBRATE, SHARE, AND PARTICIPATE IN THE EVOLVING CULTURAL TRADITIONS OF THE PACIFIC NORTHWEST.$500
NORTHWEST HARVEST
PO BOX 12272SEATTLEWA98102NONE501(C)(3)TO PROVIDE FOOD TO THOSE IN NEED.$500
OVERLAKE MEDICAL CENTER
1035 116TH AVE NEBELLEVUEWA98004NONE501(C)(3)TO PROVIDE MEDICAL EXCELLENCE EVERY DAY.$5,000
PACIFIC CREST TRAIL ASSOCIATION
2150 RIVER PLAZA DRIVE SUITE 155SACRAMENTOCA95833NONE501(C)(3)TO PROTECT, PRESERVE AND PROMOTE THE PACIFIC CREST NATIONAL SCENIC TRAIL AS A WORLD-CLASS EXPERIENCE FOR HIKERS AND EQUESTRIANS, AND FOR ALL THE VALUES PROVIDED BY WILD AND SCENIC LANDS.$500
PRATHAM USA
9703 RICHMOND AVE 102HOUSTONTX77042NONE501(C)(3)TO PROVIDE EDUCATION TO CHILDREN IN MUMBAI SLUMS, PRATHAM.$15,000
ROAD SCHOLAR
11 AVENUE DE LAFAYETTEBOSTONMA02111NONE501(C)(3)TO INSPIRE ADULTS TO LEARN, DISCOVER AND TRAVEL.$250
RWANDA GIRLS INITIATIVE
PO BOX 325MEDINAWA98039NONE501(C)(3)TO EDUCATE AND EMPOWER GIRLS OF RWANDA TO REACH THEIR HIGHEST POTENTIAL.$1,000
SEEDS FOR PROGRESS FOUNDATION
2333 PONCE DE LEON BLVD SUITE 600CORAL GABLESFL33134NONE501(C)(3)TO CREATE OPPORTUNITIES TO ADVANCE THE QUALITY OF LIFE FOR STUDENTS, TEACHERS AND THEIR FAMILIES IN THE RURAL COMMUNITIES OF NICARAGUA'S COFFEE-GROWING REGIONS.$10,000
SPECIAL OLYMPICS
2600 VIRGINIA AVENUE NW 11TH FLOORWASHINGTONDC20037NONE501(C)(3)TO PROVIDE TRAINING AND HEALTH EDUCTION TO PEOPLE WITH DISABILITIES.$500
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVENUE NESEATTLEWA981959504NONE501(C)(3)TO SUPPORT COMPUTER SCIENCE SCHOLARSHIPS & ENGINEERING.$48,000
VILLAGE THEATRE
303 FRONT STREET NORTHISSAQUAHWA98027NONE501(C)(3)TO OFFER THE HIGHEST QUALITY PERFORMING ARTS PROGRAMS.$500
VIRGINIA MASON FRANCISCAN HEALTH FOUNDATION
PO BOX 1930 MAILSTOP D1-MFSEATTLEWA98111NONE501(C)(3)TO ENHANCE THE LEVEL OF PHILANTHROPIC SUPPORT FOR EXTRAORDINARY PATIENT CARE$5,000
WASHINGTON STATE PARKS FOUNDATION
1752 NW MARKET ST 744SEATTLEWA98107NONE501(C)(3)TO CONNECT ALL WASHINGTONIANS TO THEIR DIVERSE NATURAL AND CULTURAL HERITAGE AND PROVIDE MEMORABLE RECREATIONAL AND EDUCATIONAL EXPERIENCES THAT ENHANCE THEIR LIVES.$250
WASHINGTON TRAILS ASSOCIATION
705 SECOND AVE SUITE 300SEATTLEWA98104NONE501(C)(3)TO PROTECT HIKING TRAILS AND WILDERNESS.$1,500
WASHINGTON WILDLIFE & RECREATION COALITION
6716 EAST SIDE DR NE 1-302TACOMAWA98422NONE501(C)(3)TO ENSURE ROBUST FUNDING FOR WASHINGTON'S GREAT OUTDOORS BY UNIFYING DISPARATE VOICES THROUGH EDUCATION AND ADVOCACY.$485
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREET SUITE 1600SAN FRANCISCOCA94104NONE501(C)(3)TO HELP EVERYONE SHARE IN THE SUM OF ALL KNOWLEDGE.$300
SEATTLE FOUNDATION
1200 FIFTH AVENUE SUITE 1300SEATTLEWA98101NONE501(C)(3)TO IMPROVE THE QUALITY OF LIFE IN KING COUNTY.$97,185
ZENO
1404 E YESLER WAY SUITE 204SEATTLEWA98122NONE501(C)(3)TO SUPPORT CHILDREN TO DEVELOP THEIR MATH SKILLS.$1,248
FARESTART
PO BOX 84395SEATTLEWA981245695NONE501(C)(3)TO HELP PEOPLE OVERCOME BARRIERS BY TEACHING WORK AND LIFE SKILLS NEEDED TO SUCCEED IN EMPLOYMENT AND IN LIFE.$20,000
ORCAS ISLAND COMMUNITY FOUNDATION
33 URNER ST 4EASTSOUNDWA98245NONE501(C)(3)TO HELP BUILD AND STRENGTHEN OUR COMMUNITY BY ENCOURAGING AND SUPPORTING LOCAL PHILANTHROPY.$1,500
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314NONE501(C)(3)TO MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN.$500
HINDU HERITAGE ENDOWMENT
107 KAHOLALELE RDKAPAAHI96746NONE501(C)(3)TO HELP PEOPLE AND STRENGTHEN HINDU COMMUNITIES AROUND THE GLOBE.$250
SOPHIA WAY
11061 NE 2ND STREET SUITE 223BELLEVUEWA98004NONE501(C)(3)TO SUPPORT WOMEN ON THEIR JOURNEY FROM HOMELESSNESS TO SAFE AND STABLE LIVING.$500
TUBMAN CENTER FOR HEALTH AND FREEDOM
PO BOX 18612SEATTLEWA98118NONE501(C)(3)TO PROVIDE PRIMARY AND PREVENTATIVE CARE, COMMUNITY RESOURCES, SOCIAL SERVICES, POLITICAL EDUCATION AND ADVOCACY.$9,857
UPAYA SOCIAL VENTURES
500 YALE AVE NSEATTLEWA98109NONE501(C)(3)TO CREATE DIGNIFIED JOBS FOR THE POOREST OF THE POOR BY BUILDING SCALABLE BUSINESSES WITH INVESTMENT AND CONSULTING SUPPORT.$5,000
UPLIFT NORTHWEST
2515 WESTERN AVESEATTLEWA98121NONE501(C)(3)TO PROVIDE HUNDREDS OF WORKERS TO A WIDE VARIETY OF COMMERCIAL AND RESIDENTIAL EMPLOYERS.$500
BOOGER FUND
4521 2ND AVE NESEATTLEWA98105NONE501(C)(3)TO PROVIDE RIDER DEVELOPMENT AND GUIDANCE TO YOUTH AGED 6-23 YEARS OLD.$5,000
EVERGREEN GOODWILL
700 DEARBORN PL SSEATTLEWA98144NONE501(C)(3)TO PROVIDE FREE JOB TRAINING, BASIC EDUCATION, AND SUPPORT SERVICES TO THOUSANDS OF INDIVIDUALS IN OUR COMMUNITY.$1,000
FORGOTTEN CHILDREN'S FUND
5264 SHORE MEADOW RDFREELANDWA98249NONE501(C)(3)TO GIVE DESERVING CHILDREN AND THEIR FAMILIES A TRULY MERRY CHRISTMAS.$1,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
180 NICKERSON ST STE 100SEATTLEWA98109NONE501(C)(3)TO HELP PEOPLE AFFECTED BY MS LIVE THEIR BEST LIVES.$100
NISQUALLY LAND TRUST
100 BROWN FARM RD NEOLYMPIAWA98516NONE501(C)(3)TO PROTECT LANDS TO PERMANENTLY BENEFIT THE WATER, FISH, WILDLIFE, AND PEOPLE OF THE NISQUALLY RIVER WATERSHED.$3,000
SEATTLE ART MUSEUM
1300 FIRST AVENUESEATTLEWA98101NONE501(C)(3)TO SHARE ITS GLOBAL COLLECTIONS, POWERFUL EXHIBITIONS, AND DYNAMIC PROGRAMS TO ENGAGE, EDUCATE, AND INSPIRE.$3,760
ST JOSEPH SCHOOL
700 18TH AVE ESEATTLEWA98112NONE501(C)(3)TO MAKE THE HIGHEST QUALITY, JESUIT, CATHOLIC EDUCATION ACCESSIBLE AND AFFORDABLE TO ALL.$10,500
IIT KANPUR FOUNDATION
3790 EL CAMINO REAL 1038PALO ALTOCA94306NONE501(C)(3)TO FUND AND PROMOTE OVERALL BETTERMENT OF STUDENTS, FACULTY AND ALUMNI BODY OF THE INDIAN INSTITUTE OF TECHNOLOGY, KANPUR.$156,250
PACIFIC SCIENCE CENTER
200 SECOND AVENUE NSEATTLEWA981094895NONE501(C)(3)TO IGNITE CURIOSITY IN EVERY CHILD AND FUELS A PASSION FOR DISCOVERY, EXPERIMENTATION, AND CRITICAL THINKING IN ALL OF US.$1,400
THE WATER PROJECT
17 DEPOT STREET 2ND FLOORCONCORDNH03301NONE501(C)(3)TO PROVIDE RELIABLE, ONGOING WATER AND SANITATION SERVICE AND SUPPORT TO COMMUNITIES AROUND THE WORLD WHO SUFFER NEEDLESSLY FROM A LACK OF ACCESS TO CLEAN WATER AND PROPER SANITATION.$500
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLNEW YORKNY100042400NONE501(C)(3)TO SUPPORT VOTING RIGHTS, LGBTQ EQUALITY, REPRODUCTIVE FREEDOM, FREE SPEECH AND MORE IN EVERY STATE.$10,000
ARTS CORPS
4408 DELRIDGE WY SW 110SEATTLEWA98106NONE501(C)(3)TO WORK TOWARD A WORLD WHERE BARRIERS TO ARTS EDUCATION NO LONGER EXIST AND ALL YOUNG PEOPLE CAN CREATIVELY LEAD THE TRANSFORMATION OF SCHOOLS, NEIGHBORHOODS, AND BEYOND.$1,500
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY100061751NONE501(C)(3)TO DELIVER EMERGENCY CARE TO PEOPLE CAUGHT IN CRISIS.$250
GIDDENS SCHOOL
2120 21ST AVE SSEATTLEWA98144NONE501(C)(3)TO GROUND IN EQUITY AND JUSTICE, INSPIRES CHILDREN TO ACTIVELY ENGAGE IN BETTERING THEIR WORLD.$5,000
HINDU TEMPLE AND CULTURAL CENTER
3818 212TH STREET SEBOTHELLWA98021NONE501(C)(3)TO PROMOTE SOCIAL, CULTURAL, RELIGIOUS, AND SPIRITUAL UNDERSTANDING BASED UPON VEDIC PRINCIPLES.$1,000
HOLOCAUST CENTER FOR HUMANITY
2045 2ND AVESEATTLEWA98121NONE501(C)(3)TO TEACHE LESSONS OF THE HOLOCAUST, INSPIRING STUDENTS OF ALL AGES TO CONFRONT BIGOTRY AND INDIFFERENCE, PROMOTE HUMAN DIGNITY, AND TAKE ACTION.$250
KANDELIA
3829B S EDMUNDS ST BOX 9SEATTLEWA98118NONE501(C)(3)TO REMOVE BARRIERS TO OPPORTUNITIES SO IMMIGRANT AND REFUGEE COMMUNITIES CAN FLOURISH WITHOUT COMPROMISING VALUES, HERITAGE OR ETHNICITY.$1,000
KBTC PUBLIC TELEVISION
2320 S 19TH STTACOMAWA98405NONE501(C)(3)TO ENGAGE VIEWERS, COMMUNITIES, AND SUPPORTERS BY DELIVERING MEDIA EXPERIENCES THAT EDUCATE, INSPIRE, AND ENTERTAIN.$250
RAVE FOUNDATION
999 3RD AVE 3050SEATTLEWA98104NONE501(C)(3)TO USE SOCCER AS A TOOL TO INSPIRE YOUTH, STRENGTHEN COMMUNITIES, AND ENCOURAGE PHYSICAL ACTIVITY.$1,000
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF RDTRUMBULLCT06611NONE501(C)(3)WORKING TO CURE RETT SYNDROME.$1,000
SAN JUAN PRESERVATION TRUST
PO BOX 759FRIDAY HARBORWA98250NONE501(C)(3)TO CONNECT PEOPLE TO NATURE, TO EACH OTHER, AND TO THE PRESERVATION TRUST.$500
SALAAM CULTURAL MUSEUM AND MEDICAL MISSIONS
3806 WHITMAN AVE NSEATTLEWA98103NONE501(C)(3)TO FOSTER CULTURAL UNDERSTANDING AND PROVIDE HUMANITARIAN AID, PRIMARILY IN THE MIDDLE EAST AND NORTH AFRICA (MENA) REGION.$1,000
SEATTLE GIRLS CHOIR
1300 E ALOHA STSEATTLEWA98102NONE501(C)(3)TO PROVIDE YOUNG SINGERS WITH A HIGH-QUALITY MUSIC EDUCATION AND A SENSE OF BELONGING WITHIN A SUPPORTIVE COMMUNITY.$2,500
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL33607NONE501(C)(3)TO PROVIDE CARE TO CHILDREN WITH SPECIFIC HEALTHCARE NEEDS, CONDUCTING RESEARCH, AND EDUCATING HEALTHCARE PROFESSIONALS.$228
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONE501(C)(3)TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT.$200
WASHINGTON STEM
210 SOUTH HUDSON STREETSEATTLEWA98134NONE501(C)(3)TO LEVERAGE STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS) FOR SOCIAL CHANGE.$1,000
HARE KRISHNA TEMPLE
1420 228TH AVE SESAMMAMISHWA98075NONE501(C)(3)TO SYSTEMATICALLY PROPAGATE SPIRITUAL KNOWLEDGE, EDUCATE PEOPLE IN TECHNIQUES OF SPIRITUAL LIFE, AND PROMOTE A CONSCIOUSNESS OF KRISHNA (GOD), ULTIMATELY STRIVING FOR UNITY, PEACE, AND SPIRITUAL FULFILLMENT.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$987,111TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$949ExclusionAmt
Related Or Exempt Function Incm$12,265RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$608,745ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,969,026ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,578,720ExclusionAmt
Related Or Exempt Function Incm$12,265RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,590,985TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementIRC SEC. 103 - TAX EXEMPT INCOME, NET OF ALLOCATED INVESTMENT EXPENSESRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
RAO AND SATYA REMALA
18827 NE 36TH STREETBELLEVUEWA98004$397,105Yes (X)
RAO AND SATYA REMALA
28827 NE 36TH STREETBELLEVUEWA98004$429,770Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11000 SHARES MICROSOFT CORPORATION STOCKS$397,1052024-01-22
21000 SHARES MICROSOFT CORPORATION STOCKS$429,7702024-05-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$17,131Amt
Net Investment Income$8,566NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,565DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PAGE 5, PART VI-A, LINE 12FormAndLineReferenceDesc
Medium ExplanationDURING THE 2024 TAX YEAR, FOUNDATION MADE A DONATION OF $97,185 TO THE SEATTLE FOUNDATION IN A DONOR ADVISED FUND. THE FOUNDATION TREATED THE ENTIRE $97,185 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 (14 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
74764.014 SHS LORD ABBETT BOND-DEBENTU$575,897$530,077
50499.821 SHS PIMCO INCOME INSTL$572,163$531,258
21191.03 SHS VANGUARD ULTRA-SHORT-TERM$426,731$424,456
200779.883 SHS DODGE & COX INCOME I$2,599,840$2,485,655
51241.933 SHS AB DISCOVERY VALUE ADVIS$1,238,872$1,103,239
34499.384 SHS ARTISAN INTERNATIONAL SM$646,889$600,289
31122.31 SHS ARTISAN INTERNATIONAL VA$1,615,505$1,463,682
32979.65 SHS BROOKFIELD GLOBAL LISTED$445,790$441,268
9247.12 SHS COHEN & STEERS INSTL REA$471,758$443,030
41661.649 SHS CONESTOGA SMID CAP INSTI$1,067,977$1,094,035
21369.898 SHS MACQUARIE EMERGING MARKE$477,443$435,091
32872.655 SHS MORGAN STANLEY INST INTL$808,342$789,272
33224.975 SHS RBC EMERGING MARKETS EQU$457,315$435,579
GLOBAL HEALTH INVESTMENT FUND I$0$68,877

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
7629 SHS MICROSOFT CORP STOCK$2,338,946$3,215,624
7464 SHS VANGUARD S&P 500 ETF$1,393,633$1,377,183
41201.311 SHS VANGUARD INTERMEDIATE-TERM INVESTMENT GRADE FUND ADM$390,586$352,683
22163.097 SHS VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADM$234,688$228,502
25548.590 SHS VANGUARD TOTAL INTERNATIONAL BOND IX ADM$535,716$501,519
59999.537 SHS VANGUARD TOTAL BOND MARKET INDEX FUND ADM$625,241$568,796
22184.576 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND ADM$885,638$3,128,691
40449.580 SHS VANGUARD TOTAL INTERNATIONAL STOCK IX ADM$1,110,093$1,281,847
5406 SHS ISHARES CORE S&P 500$3,048,473$3,182,404

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescAMOUNTS TAXED, BUT NOT RECEIVEDDesc
BOY Book Value$44BOYBookValueAmt
EOY Book Value-$72EOYBookValueAmt
EOYFMV-$72EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CREDIT CARD FEES$553$0$0$553
PARKING$38$0$0$38
BUSINESS EXPENSES$1,414$0$0$1,414
TRAVEL$297$0$0$297
MISC-$13$0$0-$13
ADVERTISING$605$0$0$605
COMPUTER EXPENSES$304$0$0$304

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$87,350Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARDS PAYABLEDesc
BOY Book Value$110BOYBookValueAmt
EOY Book Value$6,228EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$50,500Amt
Net Investment Income$50,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$11,459$11,459$0$0
INCOME TAX$22,710$22,710$0$0

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