RAMAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RAMAN FAMILY FOUNDATION (EIN 76-0720949)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349103884
- Schema version
- 2018v3.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T18:38:37-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910605875 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON SULLIVAN LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION ST STE 2300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760720949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMA | BusinessNameControlTxt |
| Phone | 2062366299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8212 AVALON DR | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SURI RAMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2062366299 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFRED W DUNNELL | PreparerPersonNm |
| PTIN | P00292022 | PTIN |
| Phone | 2063827777 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.100.226.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 15:17:01 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FC36E0CDDEA16F22E7165C4366038205153A91BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,697,273 | 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 | $248,572 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $44,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,953 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,657 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $325,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,974 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $188,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $210,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $210,672 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $143,892 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $97,986 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $89,487 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $57,151 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,167,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,299,820 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,397,114 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,465,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,608,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,697,273 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $26,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $87,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $26,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,439,333 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,520,978 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,439,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,520,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,465,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,608,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,439,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $188,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $99,725 | OtherIncreasesAmt |
| Subtotal | $1,727,066 | SubtotalAmt |
| Other Decreases | $206,088 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,520,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB #4044 - ST COVERED | $2,327 | $2,138 | $189 | $189 | |
| CHARLES SCHWAB #4044 - LT COVERED | $172,512 | $160,981 | $11,531 | $11,531 | |
| AMAZON.COM INC | $68,849 | $12,889 | $55,960 | $55,960 | |
| GENERAL ELECTRIC CO 6% | $55,000 | $55,000 | $0 | $0 | |
| MARIN CITY CA 5.34% | $15,000 | $16,021 | -$1,021 | -$1,021 | |
| MICROSOFT CORP | $46,401 | $7,866 | $38,535 | $38,535 | |
| SONOMA CA PEN O | $35,000 | $35,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $26,463 | $26,463 | $26,463 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,657 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,569,753 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069438 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,530,170 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067313 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,423,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,422,516 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072758 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,982 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,374,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080029 | DistributionYr5Rt |
| Total Distribution | 0.353206 | TotalDistributionRt |
| Average Distribution | 0.070641 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,577,380 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,609 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,037 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,609 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,609 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $317 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,317 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $2,691 | OverpaymentAmt |
| Applied To ES Tax | $2,691 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SURI RAMAN | IndividualWithBooksNm |
| Phone | 2062366299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8212 AVALON DRIVE | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MALA RAMAN | ||||||||
| 8212 AVALON DRIVE | MERCER ISLAND | WA | 98040 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SURI RAMAN | ||||||||
| 8212 AVALON DRIVE | MERCER ISLAND | WA | 98040 | TREASURER | 1.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,547,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,601,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,601,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,577,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,609 | TotalTaxAmt |
| Distributable Before Adj | $77,260 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,260 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,260 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,609 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,260 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,707 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,515 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,028 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $163,698 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,240 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $215,938 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $44,707 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $171,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,515 | ExcessFromYear4Amt |
| Excess From Year3 | $26,028 | ExcessFromYear3Amt |
| Excess From Year2 | $27,123 | ExcessFromYear2Amt |
| Excess From Year1 | $31,325 | ExcessFromYear1Amt |
| Excess From Current Year | $52,240 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MALA RAMAN | ContributingManagerNm |
| Contributing Manager | SURI RAMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHA FOR EDUCATION | |||||||
| 23608 NE 45TH PL | REDMOND | WA | 98053 | NONE | 509(A)(1) | CHILD EDUCATION IN INDIA | $2,000 |
| FARESTART | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | NONE | 509(A)(1) | HOMELESS JOB TRAINING | $1,000 |
| KCTS | |||||||
| 401 MERCER STREET | SEATTLE | WA | 98109 | NONE | 509(A)(1) | PUBLIC TELEVISION | $1,000 |
| KING COUNTY LIBRARY SYSTEM FOUNDATION | |||||||
| 960 NEWPORT WAY NW | ISSAQUAH | WA | 98027 | NONE | 509(A)(1) | COMMUNITY OUTREACH SERVICES | $1,000 |
| KIRAN ANJALI PROJECT | |||||||
| PO BOX 757 | MERCER ISLAND | WA | 98040 | NONE | 509(A)(1) | CHILD EDUCATION IN INDIA | $1,000 |
| LANDESA | |||||||
| 1424 FOURTH AVE | SEATTLE | WA | 98101 | NONE | 509(A)(1) | LAND RIGHTS TO FIGHT POVERTY | $5,000 |
| LIFEWIRE | |||||||
| PO BOX 6398 | BELLEVUE | WA | 980080398 | NONE | 509(A)(1) | SUPPORTING DOMESTIC VIOLENCE VICTIMS | $1,000 |
| MERCER ISLAND SCHOOL FOUNDATION | |||||||
| PO BOX 24172 | SEATTLE | WA | 981240172 | NONE | 509(A)(1) | IMPROVE LOCAL COMMUNITY EDU | $5,000 |
| MIYFS FOUNDATION | |||||||
| 2040 84TH AVE SE | MERCER ISLAND | WA | 980402235 | NONE | 509(A)(1) | LOCAL COMMUNITY SERVICES | $2,500 |
| NORTHWEST CHILDRENS FUND | |||||||
| 2100 24TH AVENUE SOUTH SUITE 320 | SEATTLE | WA | 98144 | NONE | 509(A)(1) | CHILD WELFARE | $1,000 |
| NPR FOUNDATION | |||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | WA | 20002 | NONE | 509(A)(1) | PUBLIC RADIO | $1,000 |
| SN OM TRUST INC | |||||||
| 9710 TRAVILLE GATEWAY DRIVE NO 392 | ROCKVILLE | WA | 20850 | NONE | 509(A)(1) | ELDERLY EYE-CARE IN INDIA | $5,000 |
| SEATTLE ART MUSEUM | |||||||
| 1300 FIRST AVENUE | SEATTLE | WA | 98101 | NONE | 509(A)(1) | CONSERVATION AND MAINTENANCE OF ART | $17,500 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVENUE | SEATTLE | WA | 98122 | NONE | 509(A)(1) | ALUMNI SUPPORT | $500 |
| THE NORTHWEST SCHOOL | |||||||
| 1415 SUMMIT AVE | SEATTLE | WA | 98122 | NONE | 509(A)(1) | EDUCATION | $15,000 |
| THE OVERLAKE SCHOOL | |||||||
| 20301 NE 108TH ST | REDMOND | WA | 98053 | NONE | 509(A)(1) | SCHOOL FOUNDATION | $5,000 |
| THE SOPHIA WAY | |||||||
| 752 108TH AVE NE | BELLEVUE | WA | 98004 | NONE | 509(A)(1) | SUPPORT HOMELESS WOMEN | $2,500 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 SECOND AVENUE | SEATTLE | WA | 98104 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $50,000 |
| VISHAL HIMALAYA FOUNDATION | |||||||
| 6019 78TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | 509(A)(1) | SOCIAL SERVICE ORGANIZATION TARGETING INDIA | $500 |
| YOUTH THEATRE NORTHWEST | |||||||
| PO BOX 296 | MERCER ISLAND | WA | 98040 | NONE | 509(A)(1) | COMMUNITY THEATRE | $1,000 |
| UDAVUM KARANGAL OF USA | |||||||
| 19 CROSBY DRIVE SUITE 240 B | BEDFORD | MA | 01730 | NONE | 509(A)(1) | SUPPORT IN INDIA | $5,000 |
| API CHAYA | |||||||
| PO BOX 14047 | SEATTLE | WA | 98114 | NONE | 509(A)(1) | ASIAN WOMENS WELFARE | $2,500 |
| WASHINGTON NATIONAL PARK FUND | |||||||
| 1904 THIRD AVE SUITE 400 | SEATTLE | WA | 98101 | NONE | 509(A)(1) | ENVIRONMENT PROTECTION | $2,500 |
| CRISIS CLINIC | |||||||
| 9725 3RD AVE NE STE 300 | SEATTLE | WA | 98115 | NONE | 509(A)(1) | SOCIAL SERVICES EMERGENCY CALL CENTER | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,953 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,108 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURI RAMAN & MALA RAMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8212 AVALON DR | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $248,572 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 926 SHARES MICROSOFT CORP & 93 SHARES AMAZON COM INC | NoncashPropertyDesc |
| Fair Market Value | $248,572 | FairMarketValueAmt |
| Received | 2018-12-07 | ReceivedDt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $97,986 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $89,487 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,299,820 | BookValueAmt |
| EOYFMV | $1,397,114 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON CONTRIBUTIONS | Desc |
| Amt | $206,088 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON SALE OF CONTRIBUTED STOCK | Desc |
| Amt | $99,725 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY EXPENSE - COLDSTREAM | CategoryTxt |
| Amt | $8,097 | Amt |
| Net Investment Income | $8,097 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WASHINGTON STATE TREASURER | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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