RAMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RAMAN FAMILY FOUNDATION (EIN 76-0720949)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-25
IRS object ID
202502379349100310
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)
Return2025-08-25T11:07:16-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 Union Street Suite 2300AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760720949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Raman Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SURI RAMANInCareOfNm
Business Name ControlRAMABusinessNameControlTxt
Phone2062366299PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18212 Avalon DrAddressLine1Txt
CityMercer IslandCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSuri RamanPersonNm
Person TitleOfficerPersonTitleTxt
Phone2069190877PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatrick RileyPreparerPersonNm
PTINP00560071PTIN
Phone2063827777PhoneNum
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$2,175,487FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$560,957ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$45,642DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,642DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$124,961NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,116,247GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$664,225CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21,984OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$21,984OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$753,544TotalRevAndExpnssAmt
Total Net Invst Incm$731,851TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,880AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,880AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,653OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,652OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,013TaxesRevAndExpnssAmt
Taxes Net Invst Incm$338TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,546TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,870TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$129,546TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,870TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$118,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$623,998ExcessRevenueOverExpensesAmt
Net Investment Income$720,981NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$66,273SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$126,060SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$126,060SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$338AcctRcvblAmt
Acct Rcvbl BOY$106AcctRcvblBOYAmt
Acct Rcvbl EOY$338AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$338AcctRcvblEOYFMVAmt
Other Investments BOY$1,255,187OtherInvestmentsBOYAmt
Other Investments EOY$1,833,625OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,049,089OtherInvestmentsEOYFMVAmt
Other Assets BOY$38,506OtherAssetsBOYAmt
Other Assets EOY$8,699OtherAssetsEOYAmt
Total Assets BOY$1,360,072TotalAssetsBOYAmt
Total Assets EOY$1,968,722TotalAssetsEOYAmt
Total Assets EOYFMV$2,175,487TotalAssetsEOYFMVAmt
Grants Payable BOY$72,269GrantsPayableBOYAmt
Grants Payable EOY$56,921GrantsPayableEOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$72,269TotalLiabilitiesBOYAmt
Total Liabilities EOY$56,921TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,287,803NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,911,801NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,287,803TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,911,801TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,360,072TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,968,722TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,287,803TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$623,998ExcessRevenueOverExpensesAmt
Subtotal$1,911,801SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,911,801TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
CHARLES SCHWAB #4044 - STP2024-12-31$63,061$52,290$10,830$10,771
CHARLES SCHWAB #4044 - LTP2024-12-31$492,492$378,963$114,394$113,529
1,241 SHS OF MSFTD2024-12-19$545,368$21,693$523,675$523,6752009-03-30
CAPITAL GAIN DIVIDENDSP$15,326
CAPITAL GAIN DIVIDENDSP$15,326
CAPITAL GAIN DIVIDENDSP$15,326
FieldValueIRS element (for citing)
Capital Gain Net Income$664,225CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,022InvestmentIncomeExciseTaxAmt
Subtotal$10,022SubtotalAmt
Tax Based On Investment Income$10,022TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$36EsPenaltyAmt
Tax Due$10,058TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SURI RAMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2062366299PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18212 AVALON DRIVEAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MALA RAMAN
8212 AVALON DRIVEMERCER ISLANDWA98040PRESIDENT0$0$0$0
SURI RAMAN
8212 AVALON DRIVEMERCER ISLANDWA98040TREASURER0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,556,706AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,340AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,618,046TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,618,046AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,271CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,593,775NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,689MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,689MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,022TaxBasedOnInvestmentIncomeAmt
Total Tax$10,022TotalTaxAmt
Distributable Before Adj$69,667DistributableBeforeAdjAmt
Distributable Before Ded$69,667DistributableBeforeDedAmt
Distributable As Adjusted$69,667DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$118,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,667DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$92,221ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$113,506ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$88,852ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$61,066ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$180,438ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$536,083TotalExcessDistributionCyovAmt
Qualifying Distributions$118,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$69,667AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,333RemainingDistriFromCorpusAmt
Total Corpus$584,416TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$92,221ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$492,195ExcessDistriCyovToNextYrAmt
Excess From Year4$113,506ExcessFromYear4Amt
Excess From Year3$88,852ExcessFromYear3Amt
Excess From Year2$61,066ExcessFromYear2Amt
Excess From Year1$180,438ExcessFromYear1Amt
Excess From Current Year$48,333ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMALA RAMANContributingManagerNm
Contributing ManagerSURI RAMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Seattle Art Museum
1300 First AvenueSeattleWA98101NoneConservation and Maintenance of Art$11,000
Seattle University
901 12th AvenueSeattleWA98122NoneAlumni Support$20,000
UNITED WAY OF KING COUNTY
720 SECOND AVENUESEATTLEWA98104NoneCOMMUNITY SUPPORT$25,000
HINDU TEMPLE & CULTUTAL CENTER
3818 212TH ST SEBOTHELLWA98021NoneGENERAL SUPPORT$15,000
THE SOPHIA WAY
11061 NE 2ND STREET STE 223BELLEVUEWA98004NONEGENERAL SUPPORT$2,500
Mary's Place Seattle
PO Box 1711SeattleWA98111NONEGENERAL SUPPORT$1,000
Food Lifeline
815 S 96th StSeattleWA98108GENERAL SUPPORT$2,500
brown university
13 brown streetprovidenceRI02912nonegeneral support$15,000
santa clara university
500 el camino realsanta claraCA95053nonegeneral support$5,000
Friends of Waterfront Park
1201 Alaskan Wy 200SeattleWA98101General Support$10,000
Outdoor for all foundation
6344 NE 74th StSeattleWA98115General support$5,000
Akshaya Patra Foundation
POBox 14220FremontCA94539General support$2,500
Kiran Anjali Project
POBox 757Mercer IslandWA98040Children Education in India$2,500
Northwest Harvest
2820 B Street NWSuite AuburnWA98001GENERAL SUPPORT$500
The Mountaineers
7700 Sand Point Way NESeattleWA98115GENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,642ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$664,225ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCASH FROM LIQUIDATIONSDesc
Exclusion18ExclusionCd
Exclusion$21,984ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$731,851ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$731,851TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSuri RamanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18212 Avalon DrAddressLine1Txt
CityMercer IslandCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Total Contributions$560,957TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,241 Shares of Microsoft StockNoncashPropertyDesc
Fair Market Value$560,957FairMarketValueAmt
Received2024-12-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEES - BDOCategoryTxt
Amt$2,880Amt
Net Investment Income$2,880NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,833,625BookValueAmt
EOYFMV$2,049,089EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSIT IN TRANSITDesc
BOY Book Value$38,506BOYBookValueAmt
EOY Book Value$8,699EOYBookValueAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Desccash from liquidationsDesc
Revenue And Expenses Per Books$21,984RevenueAndExpensesPerBooksAmt
Net Investment Income$21,984NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY EXPENSE -CategoryTxt
Amt$7,653Amt
Net Investment Income$7,652NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$338$338
IRS TAX PAYMENT$675

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