RAMAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RAMAN FAMILY FOUNDATION (EIN 76-0720949)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-30
- IRS object ID
- 201703039349100110
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-30T11:39:54-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-25 | 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 | 2017-10-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $1,527,461 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $612,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,011 | 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 |
| Accounting Fees Rev And Expnss | $4,226 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,113 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,303 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,043 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $147,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $145,910 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $145,129 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $134,667 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $133,694 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $136,302 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,327,626 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,201,254 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,189,987 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,634,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,536,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,527,461 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $8,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $8,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,625,838 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,531,401 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,625,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,634,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,536,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,625,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,531,401 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $236,177 | $251,393 | -$15,216 | -$15,216 | |
| Publicly Traded Securities | $368,079 | $374,237 | -$6,158 | -$6,158 | |
| Capital Gains Dividends | $8,662 | $8,662 | $8,662 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,712 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,423,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063668 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,422,516 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072758 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,982 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,374,269 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080029 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,010 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,165,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,225,087 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090364 | DistributionYr5Rt |
| Total Distribution | 0.394334 | TotalDistributionRt |
| Average Distribution | 0.078867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,530,170 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,680 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,996 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $632 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $632 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $632 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,762 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,762 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,130 | OverpaymentAmt |
| Applied To ES Tax | $1,130 | 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 |
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 | $1,529,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,553,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,553,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,530,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $632 | TotalTaxAmt |
| Distributable Before Adj | $75,877 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,877 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,707 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,515 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,028 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $200,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,877 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,123 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227,354 | 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 | $50,138 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $177,216 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,843 | ExcessFromYear4Amt |
| Excess From Year3 | $44,707 | ExcessFromYear3Amt |
| Excess From Year2 | $34,515 | ExcessFromYear2Amt |
| Excess From Year1 | $26,028 | ExcessFromYear1Amt |
| Excess From Current Year | $27,123 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| API Chaya | ||||||||
| PO Box 14047 | Seattle | WA | 98114 | none | 509(A)(1) | Asian Women's Welfare | $2,500 | |
| Asha for Education | ||||||||
| 23608 NE 45th Pl | Redmond | WA | 98053 | None | 509(A)(1) | Child Education in India | $7,000 | |
| Crisis Clinic | ||||||||
| 9725 3rd Ave NE Suite 300 | Seattle | WA | 98115 | None | 509(A)(1) | Social Services Emergency Call Center | $1,000 | |
| The Northwest School | ||||||||
| 1415 Summit Ave | Seattle | WA | 98122 | None | 509(A)(1) | Education | $5,000 | |
| FareStart | ||||||||
| 700 Virginia Street | Seattle | WA | 98101 | None | 509(A)(1) | Homeless job training | $1,000 | |
| IAWW Seniors Program | ||||||||
| 3639 Martin Luther King Jr Way | Seattle | WA | 98144 | none | 509(A)(1) | Indian Seniors Program in Seattle | $2,500 | South |
| IAWW Community Program | ||||||||
| 3639 Martin Luther King Jr Way | Seattle | WA | 98144 | None | 509(A)(1) | Indian Community Program in Seattle | $5,000 | South |
| KCTS | ||||||||
| 401 Mercer Street | Seattle | WA | 98109 | None | 509(A)(1) | Public Television | $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 | $10,000 | |
| 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 | |
| Ophthalmic Mission Trust Inc | ||||||||
| 9710 Traville Gateway Drive No 392 | Rockville | WA | 20850 | None | 509(A)(1) | Elderly eye-care in India | $5,000 | |
| PAWS | ||||||||
| PO Box 1037 | Lynnwood | WA | 98046 | None | 509(A)(1) | Animal Welfare | $2,500 | |
| Seattle Art Museum | ||||||||
| 1300 First Avenue | Seattle | WA | 98101 | None | 509(A)(1) | Conservation and Maintenance of Art | $1,500 | |
| Summer Search | ||||||||
| 101 Howard | San Francisco | CA | 94105 | None | 509(A)(1) | High School Mentoring Program | $2,500 | |
| Susan G Komen Foundation | ||||||||
| 5005 LBJ Freeway Suite 250 | Dallas | TX | 75244 | None | 509(A)(1) | Breast Cancer Research | $2,500 | |
| 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 | |
| King County Library System Foundation | ||||||||
| 960 Newport Way NW | Issaquah | WA | 98027 | None | 509(A)(1) | Community outreach services | $1,000 | |
| United Way of King County | ||||||||
| 720 Second Avenue | Seattle | WA | 98104 | None | 509(A)(1) | Community Support | $25,000 | |
| Vishal Himalaya Foundation | ||||||||
| 6019 78th Ave SE | Mercer Island | WA | 98040 | None | 509(A)(1) | Social Service Organization Targeting India | $500 | |
| Washington National Park Fund | ||||||||
| 1903 3rd Ave STE 400 | seattle | WA | 98101 | None | 509(A)(1) | Environment Protection | $2,000 | |
| Washington Trails Association | ||||||||
| 705 Second Ave 300 | Seattle | WA | 98104 | None | 509(A)(1) | Environment Protection | $5,000 | |
| Youth Theatre Northwest | ||||||||
| PO Box 296 | Mercer Island | WA | 98040 | None | 509(A)(1) | Community theatre | $1,000 | |
| Kiran Anjali Project | ||||||||
| PO Box 757 | Mercer Island | WA | 98040 | None | 509(A)(1) | Child Education in India | $1,000 | |
| Seattle University | ||||||||
| 901 12th Avenue | Seattle | WA | 98122 | None | 509(A)(1) | Alumni Support | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,000 | 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 | $41,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,194 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,817 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,226 | Amt |
| Net Investment Income | $2,113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $133,694 | EOYBookValueAmt |
| EOYFMV | $136,302 | EOYFMVAmt |
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 | $145,910 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $145,129 | 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 | $1,201,254 | BookValueAmt |
| EOYFMV | $1,189,987 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Expense - Coldstream | CategoryTxt |
| Amt | $7,303 | Amt |
| Net Investment Income | $7,303 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Taxes | $7,700 | $0 | $0 |
| Washington State Treasurer | $25 | $0 | $0 |
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