RAMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RAMAN FAMILY FOUNDATION (EIN 76-0720949)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201643159349100799
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T17:53:39-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-03 | 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 | 2016-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,559,394 | 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 | $283,910 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,266 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,266 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,009,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $289,862 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $473,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $334,737 | 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 | $2,022 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,011 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,823 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,823 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $373,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,824 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $149,132 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $147,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $145,506 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $136,440 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $134,667 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $139,662 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $919,514 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,327,626 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,249,402 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,268,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,634,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,559,394 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $15,650 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $15,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,253,077 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,625,838 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,253,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,625,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,268,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,634,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,253,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $373,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,626,695 | SubtotalAmt |
| Other Decreases | $857 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,625,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 1590 SHS Matthews Asia Growth Fd Inv | $32,484 | $35,000 | -$2,516 | -$2,516 | |
| 109 SHS Stone Ridge Glbl Eqty | $1,056 | $1,092 | -$36 | -$36 | |
| 13 SHS Thornburg Developing World F | $234 | $253 | -$19 | -$19 | |
| 1064 SHS Vanguard FTSE Emerging Mark | $37,024 | $40,248 | -$3,224 | -$3,224 | |
| 768 SHS Weitz Hickory Fund | $38,060 | $40,000 | -$1,940 | -$1,940 | |
| 1898 SHS Lazard Global Listed Infrast | $26,975 | $25,411 | $1,564 | $1,564 | |
| 1715 SHS Maingate MLP FD CL I | $19,975 | $16,859 | $3,116 | $3,116 | |
| 5683 SHS Stone Ridge Glbl Eqty | $54,931 | $56,825 | -$1,894 | -$1,894 | |
| 4935 SHS Stone Ridge High Yield | $49,975 | $50,291 | -$316 | -$316 | |
| 3695 SHS Thornburg Developing World | $64,729 | $70,030 | -$5,301 | -$5,301 | |
| 500 SHS Amazon Com Inc | $287,689 | $143,211 | $144,478 | $144,478 | |
| 525 SHS Ishares Core S&P Mid Cap | $78,851 | $31,559 | $47,292 | $47,292 | |
| Meydenbauer Div Growth Fd | $301,434 | $208,633 | $92,801 | $92,801 | |
| Capital Gains Dividends | $15,857 | $15,857 | $15,857 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $289,862 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,422,516 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $109,982 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,374,269 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,010 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,165,631 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,704 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,225,087 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,052 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,229,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087061 | DistributionYr5Rt |
| Total Distribution | 0.417727 | TotalDistributionRt |
| Average Distribution | 0.083545 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,423,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,289 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,578 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,578 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $670 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,370 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Overpayment | $1,762 | OverpaymentAmt |
| Applied To ES Tax | $1,762 | 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 | $1,396,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,444,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,444,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,423,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,578 | TotalTaxAmt |
| Distributable Before Adj | $64,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,572 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,707 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,515 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $222,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,028 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $248,120 | 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 | $47,889 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $200,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,138 | ExcessFromYear4Amt |
| Excess From Year3 | $44,843 | ExcessFromYear3Amt |
| Excess From Year2 | $44,707 | ExcessFromYear2Amt |
| Excess From Year1 | $34,515 | ExcessFromYear1Amt |
| Excess From Current Year | $26,028 | 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 (27 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 | |
| IAWW Seniors Program | ||||||||
| 3639 Martin Luther King Jr Way | Seattle | WA | 98144 | none | 509(A)(1) | Indian Seniors Program in Seattle | $2,500 | South |
| The Overlake School | ||||||||
| 20301 NE 108th St | Redmond | WA | 98053 | none | 509(A)(1) | School Foundation | $5,000 | |
| Washington National Park Fund | ||||||||
| 1903 3rd Ave STE 400 | seattle | WA | 98101 | None | 509(A)(1) | Environment Protection | $2,000 | |
| Vishal Himalaya Foundation | ||||||||
| 6019 78th Ave SE | Mercer Island | WA | 98040 | None | 509(A)(1) | Social Service Organization Targeting India | $500 | |
| United Way of King County | ||||||||
| 720 Second Avenue | Seattle | WA | 98104 | None | 509(A)(1) | Community Support | $25,000 | |
| The Sophia Way | ||||||||
| 752 108th Ave NE | Bellevue | WA | 98004 | None | 509(A)(1) | Support Homeless Women | $1,500 | |
| Seattle Art Museum | ||||||||
| 1300 First Avenue | Seattle | WA | 98101 | None | 509(A)(1) | Conservation and Maintenance of Art | $1,500 | |
| PAWS | ||||||||
| PO Box 1037 | Lynnwood | WA | 98046 | None | 509(A)(1) | Animal Welfare | $2,500 | |
| Ophthalmic Mission Trust Inc | ||||||||
| 9710 Traville Gateway Drive No 392 | Rockville | WA | 20850 | None | 509(A)(1) | Elderly eye-care in India | $5,000 | |
| NPR Foundation | ||||||||
| 1111 North Capitol Street NE | Washington | WA | 20002 | None | 509(A)(1) | Public radio | $1,000 | |
| Northwest Childrens Fund | ||||||||
| 2100 24th Avenue South Suite 320 | Seattle | WA | 98144 | None | 509(A)(1) | Child Welfare | $1,000 | |
| MIYFS Foundation | ||||||||
| 2040 84th Ave SE | Mercer Island | WA | 980402235 | None | 509(A)(1) | Local Community Services | $2,500 | |
| Mercer Island School Foundation | ||||||||
| PO Box 24172 | Seattle | WA | 981240172 | None | 509(A)(1) | Improve Local Community Edu | $10,000 | |
| LifeWire | ||||||||
| PO Box 6398 | Bellevue | WA | 980080398 | None | 509(A)(1) | Supporting Domestic Violence Victims | $1,000 | |
| Landesa | ||||||||
| 1424 Fourth Ave | Seattle | WA | 98101 | None | 509(A)(1) | Land Rights to fight poverty | $5,000 | |
| KCTS | ||||||||
| 401 Mercer Street | Seattle | WA | 98109 | None | 509(A)(1) | Public Television | $1,000 | |
| IITMAANA | ||||||||
| PO Box 1660 | Cupertino | CA | 95015 | None | 509(A)(1) | Alumni Support | $2,000 | |
| FareStart | ||||||||
| 700 Virginia Street | Seattle | WA | 98101 | None | 509(A)(1) | Homeless job training | $1,000 | |
| Crisis Clinic | ||||||||
| 9725 3rd Ave NE Suite 300 | Seattle | WA | 98115 | None | 509(A)(1) | Social Services Emergency Call Center | $1,000 | |
| Asha for Education | ||||||||
| 23608 NE 45th Pl | Redmond | WA | 98053 | None | 509(A)(1) | Child Education in India | $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 | |
| Udavum Karangal of USA | ||||||||
| 23 Crosby Drive | Bedford | MA | 01730 | None | 509(A)(1) | Community support in India | $5,000 | |
| Summer Search | ||||||||
| 101 Howard | San Francisco | CA | 94105 | None | 509(A)(1) | High School Mentoring Program | $2,500 | |
| Direct Relief | ||||||||
| 27 S La Patera Lane | Santa Barbara | CA | 93117 | None | 509(A)(1) | International Disaster relief | $1,000 | |
| The Kiran Anjali Project | ||||||||
| PO Box 757 | Mercer Island | WA | 98040 | None | 509(A)(1) | Child education in India | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,266 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $189,678 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,678 | 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 Person | Suri Raman Mala Raman | ContributorPersonNm |
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 | $283,910 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 Shares Amazon Com Inc | NoncashPropertyDesc |
| Fair Market Value | $283,910 | FairMarketValueAmt |
| Received | 2015-10-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,022 | Amt |
| Net Investment Income | $1,011 | 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 | $134,667 | EOYBookValueAmt |
| EOYFMV | $139,662 | 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 | $147,221 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $145,506 | 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 | $1,327,626 | BookValueAmt |
| EOYFMV | $1,249,402 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Year Adjustment | Desc |
| Amt | $857 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Expense - Coldstream | CategoryTxt |
| Amt | $4,823 | Amt |
| Net Investment Income | $4,823 | 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 | $2,500 | $0 | $0 |
| Washington State Treasurer | $25 | $0 | $0 |
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