RAMAN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RAMAN FAMILY FOUNDATION (EIN 76-0720949)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349103643
- Schema version
- 2014v5.0
- 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
- 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 | 2015-11-16T17:55:34-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-13 | 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 | 2015-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,418,192 | 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 | $47,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $381,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,453 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $111,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,176 | 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 | $4,659 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,659 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,452 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $492 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,641 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $150,982 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,132 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $147,997 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $113,169 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $136,440 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $140,559 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $930,779 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $919,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,065,995 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,299,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,268,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,418,192 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $44,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,650 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $44,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,650 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,254,687 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,253,077 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,254,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,253,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,299,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,268,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,254,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,610 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,253,077 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,253,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 8,136.51 SHS BLACKROCK HIGH YIELD BD PORT CL INSTL | P | $64,950 | $67,887 | -$2,937 | -$2,937 |
| 8,300.38 SHS HARBOR HIGH YIELD BOND FUND INV CL | P | $91,471 | $87,215 | $4,256 | $4,256 |
| 4,217.09 SHS PIMCO EMRG LOCAL BD FD INSTL | P | $37,973 | $43,971 | -$5,998 | -$5,998 |
| 5,389.13 SHS STONE RIDGE US MASTER VARIANCE RISK | P | $56,777 | $54,069 | $2,708 | $2,708 |
| 1.710.52 SHS THORNBURG INTL GROWTH FD CL I | P | $30,611 | $27,601 | $3,010 | $3,010 |
| 300 SHS ISHARES CORE S&P ETF | P | $41,004 | $18,034 | $22,970 | $22,970 |
| 300 SHS ISHARES S&P SMCAP VALUE | P | $32,435 | $18,076 | $14,359 | $14,359 |
| CAPITAL GAINS DIVIDENDS | P | $26,085 | $26,085 | $26,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,453 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,982 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,374,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080029 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,165,631 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,704 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,225,087 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,229,626 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087061 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,673 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,199,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112321 | DistributionYr5Rt |
| Total Distribution | 0.457290 | TotalDistributionRt |
| Average Distribution | 0.091458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,422,516 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,100 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,070 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $131,170 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $347 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,847 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $670 | OverpaymentAmt |
| Applied To ES Tax | $670 | 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 | $1,403,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,444,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,444,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,422,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,141 | TotalTaxAmt |
| Distributable Before Adj | $68,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,577 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,843 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,707 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $263,154 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,515 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $297,669 | 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 | $75,577 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $222,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,889 | ExcessFromYear4Amt |
| Excess From Year3 | $50,138 | ExcessFromYear3Amt |
| Excess From Year2 | $44,843 | ExcessFromYear2Amt |
| Excess From Year1 | $44,707 | ExcessFromYear1Amt |
| Excess From Current Year | $34,515 | 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 (26 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 | $2,000 | |
| CRISIS CLINIC | ||||||||
| 9725 3RD AVE NE SUITE 300 | SEATTLE | WA | 98115 | NONE | 509(A)(1) | SOCIAL SERVICES EMERGENCY CALL CENTER | $1,000 | |
| 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 |
| IITMAANA | ||||||||
| PO BOX 1660 | CUPERTINO | CA | 95015 | NONE | 509(A)(1) | ALUMNI SUPPORT | $25,000 | |
| 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 | |
| MOUNTAINS TO SOUND GREENWAY TRUST | ||||||||
| 911 WESTERN AVE SUITE 203 | SEATTLE | WA | 98104 | NONE | 509(A)(1) | ENVIRONMENT PROTECTION | $1,000 | |
| 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 | |
| SEATTLE CHILDREN'S THEATRE | ||||||||
| 201 THOMAS ST | SEATTLE | WA | 98109 | NONE | 509(A)(1) | CHILDREN'S THEATRE | $1,000 | |
| SEATTLE SYMPHONY | ||||||||
| 200 UNIVERSITY STREET | SEATTLE | WA | 981113906 | NONE | 509(A)(1) | SUPPORTING LOCAL ARTS | $1,000 | |
| THE OVERLAKE SCHOOL | ||||||||
| 20301 NE 108TH ST | REDMOND | WA | 98053 | NONE | 509(A)(1) | SCHOOL FOUNDATION | $1,000 | |
| THE SOPHIA WAY | ||||||||
| 752 108TH AVE NE | BELLEVUE | WA | 98004 | NONE | 509(A)(1) | SUPPORT HOMELESS WOMEN | $1,500 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,500 | 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 | $47,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,278 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,001 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,001 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $136,440 | EOYBookValueAmt |
| EOYFMV | $140,559 | 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 | $149,132 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $147,997 | 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 | $919,514 | BookValueAmt |
| EOYFMV | $1,065,995 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY EXPENSE - COLDSTREAM | CategoryTxt |
| Amt | $4,659 | Amt |
| Net Investment Income | $4,659 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $3,810 | $0 | $0 |
| WASHINGTON STATE TREASURER | $150 | $0 | $0 |
| FOREIGN TAXES | $492 | $492 | $0 |
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