2013-08-13T12:18:53-05:00 2012-12-31 910605875 PETERSON SULLIVAN LLP CPA'S 601 UNION ST STE 2300 SEATTLE WA 981012345 990PF 2012-01-01 760720949 RAMAN FAMILY FOUNDATION RAMA 2062366299 8212 AVALON DR MERCER ISLAND WA 98040 SURI RAMAN 2062366299 2013-08-09 1 ALFRED W DUNNELL P00292022 2063827777 2013-08-09 2012 2016-02-24 21:20:13Z X 1332392 X 201807 30898 30898 29549 507547 29549 262254 60447 0 0 0 1871 936 935 3740 3740 0 75 0 75 5686 4676 1010 101000 101000 106686 4676 102010 155568 55771 2276 61895 61895 53141 154671 152547 249173 216442 218508 859408 756565 899442 1163998 1189573 1332392 54000 7500 54000 7500 X 1109998 1182073 1109998 1182073 1163998 1189573 1109998 155568 0 1265566 83493 1182073 55000 SHS SEARIVER MARI FINCL 0% 9/1/12 P 55000 48737 6263 6263 50000 SHS SLM CORP FLT 2014 07/25/14 P 50633 50008 625 625 50000 SHS BURLINGAME 5.327% 6/1/13 P 53069 53141 -72 -72 5617.126 SHS ARTIO GLOBAL HIGH INCOME P 55104 58808 -3704 -3704 11235.664 SHS HARBOR HIGH YIELD BOND P 125000 116683 8317 8317 1828.065 SHS PIMCO EMERG MKTS CURRENCY P 18596 20132 -1536 -1536 6205.047 SHS COLDSTREAM DIV GROWTH FD P 69900 62089 7811 7811 626.01 SHS NUVEEN REAL ESTATE SECS P 13084 21646 -8562 -8562 846.27 SHS THORNBURG INTL VALUE FD P 23248 419 22829 22829 960 SHS GREENHAVEN CONT CMDTY P 28481 28810 -329 -329 300 SHS MARKET VECTORS ETF TRUST P 13206 17525 -4319 -4319 CAPITAL GAINS DIVIDENDS P 2226 2226 2226 29549 0 110704 1225087 0.090364 107052 1229626 0.087061 134673 1199004 0.112321 119044 1346012 0.088442 90914 1301292 0.069864 0.448052 0.089610 1165631 104452 558 105010 102010 1115 0 1115 0 1115 800 800 7 322 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A SURI RAMAN 2062366299 8212 AVALON DRIVE MERCER ISLAND WA 98040 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MALA RAMAN 8212 AVALON DRIVE MERCER ISLAND WA 98040 1.00 0 0 0 SURI RAMAN 8212 AVALON DRIVE MERCER ISLAND WA 98040 1.00 0 0 0 NONE 0 NONE 0 0 1144669 38713 0 1183382 0 0 1183382 17751 1165631 58282 58282 1115 1115 57167 0 57167 0 57167 102010 0 102010 0 102010 57167 0 0 34021 52655 75577 47889 50138 260280 102010 0 0 0 57167 44843 0 0 305123 0 0 0 0 0 0 34021 271102 52655 75577 47889 50138 44843 MALA RAMAN SURI RAMAN X HINDU TEMPLE & CULTURAL CENTER 3818 212TH ST SE BOTHELL WA 98021 NONE 509(A)(1) GENERAL SUPPORT 5000 MERCER ISLAND SCHOOL FOUNDATION PO BOX 24172 SEATTLE WA 981240172 NONE 509(A)(1) IMPROVE LOCAL COMMUNITY EDU 5000 MERCER ISLAND SCHOOL FOUNDATION PO BOX 24172 SEATTLE WA 981240172 NONE 509(A)(1) IMPROVE LOCAL COMMUNITY EDU 5000 FOREST RIDGE 4800 139TH AVENUE SE BELLEVUE WA 980063015 NONE 509(A)(1) GENERAL SUPPORT 5000 SANKARA EYE FOUNDATION 1900 MCCARTHY BLVD 302 MILPITAS CA 95035 NONE 509(A)(1) GENERAL SUPPORT 2000 HINDU TEMPLE & CULTURAL CENTER 3818 212TH ST SE BOTHELL WA 98021 NONE 509(A)(1) GENERAL SUPPORT 5000 FOREST RIDGE 4800 139TH AVENUE SE BELLEVUE WA 980063015 NONE 509(A)(1) GENERAL SUPPORT 2000 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N J5-200 SEATTLE WA 981091024 NONE 509(A)(1) CANCER RESEARCH 5000 UNITED WAY OF KING COUNTY 720 SECOND AVENUE SEATTLE WA 98104 NONE 509(A)(1) COMMUNITY SUPPORT 25000 OPHTHALMIC MISSION TRUST INC 9710 TRAVILLE GATEWAY DRIVE NO 392 ROCKVILLE WA 20850 NONE 509(A)(1) ELDERLY EYE-CARE IN INDIA 5000 UDAVUM KARANGAL OF USA C/O VIJAY RAGHAVAN DUVALL WA 98019 NONE 509(A)(1) SOCIAL SERVICE ORGANIZATION TARG 5000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE 300 SEATTLE WA 98104 NONE 509(A)(1) ENVIRONMENT PROTECTION 5000 LANDESA 1424 FOURTH AVE SEATTLE WA 98101 NONE 509(A)(1) LAND RIGHTS TO FIGHT POVERTY 5000 NORTHWEST CHILDRENS FUND 2100 24TH AVENUE SOUTH SUITE 320 SEATTLE WA 98144 NONE 509(A)(1) CHILD WELFARE 1000 KING COUNTY LIBRARY SYSTEM FOUNDATION 960 NEWPORT WAY NW ISSAQUAH WA 98027 NONE 509(A)(1) COMMUNITY OUTREACH SERVICES 2500 WASHINGTON NATIONAL PARK FUND PO BOX 64626 UNIVERSITY PLACE WA 984640626 NONE 509(A)(1) GENERAL SUPPORT 2000 FARESTART 700 VIRGINIA STREET SEATTLE WA 98101 NONE 509(A)(1) HOMELESS JOB TRAINING 1000 PAWS PO BOX 1037 LYNNWOOD WA 98046 NONE 509(A)(1) ANIMAL WELFARE 2500 KCTS 401 MERCER STREET SEATTLE WA 98109 NONE 509(A)(1) PUBLIC TELEVISION 1000 NPR FOUNDATION 1111 NORTH CAPITOL STREET NE WASHINGTON WA 20002 NONE 509(A)(1) PUBLIC RADIO 1000 MIYFS FOUNDATION 2040 84TH AVE SE MERCER ISLAND WA 980402235 NONE 509(A)(1) LOCAL COMMUNITY SERVICES 2500 YOUTH THEATRE NORTHWEST PO BOX 296 MERCER ISLAND WA 98040 NONE 509(A)(1) COMMUNITY THEATRE 1000 VISHAL HIMALAYA FOUNDATION 6019 78TH AVE SE MERCER ISLAND WA 98040 NONE 509(A)(1) GENERAL SUPPORT 500 THE NORTHWEST CHOIRS 5031 UNIVERSITY WAY NE SUITE NB2 SEATTLE WA 98105 NONE 509(A)(1) GENERAL SUPPORT 2000 SEATTLE SYMPHONY 200 UNIVERSITY STREET SEATTLE WA 981113906 NONE 509(A)(1) COMMUNITY OUTREACH 1000 SEATTLE UNIVERSITY 901 12TH AVENUE ADMN 120 SEATTLE WA 98122 NONE 509(A)(1) GENERAL SUPPORT 500 THE SOPHIA W AY 752 108TH AVE NE BELLEVUE WA 98004 NONE 509(A)(1) SUPPORT HOMELESS WOMEN 1500 THE OVERLAKE SCHOOL 20301 NE 108TH STREET REDMOND WA 98053 NONE 509(A)(1) TUTION REDUCTION 2000 101000 0 14 30898 18 29549 0 60447 0 60447 0 0 0 0 0 0 0 0 0 0 X X 1 SURI RAMAN MALA RAMAN 8212 AVALON DR MERCER ISLAND WA 98040 201807 X 1 1,660 SHARES ISHARES CORE S&P ETF MIDCAP AND 200 SHARES SPDR GOLD TRUST. 201807 2012-12-19 ACCOUNTING FEES 1871 936 935 CORPORATE BONDS 216442 218508 0 0 154671 152547 MUTUAL FUNDS AT COST 756565 899442 UNREALIZED GAIN OF STOCK CONTRIBUTION 83493 FILING FEES 75 0 75 INVESTMENT ADVISORY EXPENSE - COLDSTREAM 3348 3348 0 GREENHAVEN CONTINUOUS COMMODITY FUND K-1 PORTFOLIO DEDUCTIONS 392 392 0