RAMAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RAMAN FAMILY FOUNDATION (EIN 76-0720949)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349100843
- Schema version
- 2011v1.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T11:50:26-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910605875 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON SULLIVAN LLP CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNION ST STE 2300 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981012345 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760720949 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RAMA | NameControl |
| Phone | 2062366299 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8212 AVALON DR | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 98040 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SURI RAMAN | Name |
| Title | TREASURER | Title |
| Phone | 2062366299 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFRED W DUNNELL | Name |
| PTIN | P00292022 | PTIN |
| Phone | 2063827777 | Phone |
| Date Prepared | 2012-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1181922 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 38203 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 38203 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1777 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 113085 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1777 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 39980 | TotalRevenueAndExpenses |
| Total Net Investment Income | 39980 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3547 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1774 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1773 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3827 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3827 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1500 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 25 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8899 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5601 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1798 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 109250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 109250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 118149 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5601 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 111048 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -78169 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 34379 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 30534 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2276 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2276 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 53141 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 53141 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 52060 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 249173 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 249173 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 254006 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 858819 | InvestmentsOtherBOY |
| Investments Other EOY | 859408 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 873580 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1191667 | TotalAssetsBOY |
| Total Assets EOY | 1163998 | TotalAssetsEOY |
| Total Assets EOYFMV | 1181922 | TotalAssetsEOYFMV |
| Grants Payable EOY | 54000 | GrantsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 54000 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1191667 | UnrestrictedBOY |
| Unrestricted EOY | 1109998 | UnrestrictedEOY |
| Total Net Assets BOY | 1191667 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1109998 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1191667 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1163998 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1191667 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -78169 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1113498 | Subtotal |
| Other Decreases | 3500 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1109998 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS | P | 2007-05-09 | 2011-05-13 | 8456 | 7562 | 894 | 894 |
| ISHARES MSCI EAFE INDEX | P | 2007-05-09 | 2011-05-13 | 9733 | 12848 | -3115 | -3115 |
| ISHARES MSCI EAFE INDEX | P | 2009-12-28 | 2011-05-13 | 16424 | 15037 | 1387 | 1387 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-08-31 | 2011-07-19 | 51 | 53 | -2 | -2 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-09-30 | 2011-07-19 | 50 | 51 | -1 | -1 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-10-29 | 2011-07-19 | 60 | 62 | -2 | -2 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-11-30 | 2011-07-19 | 60 | 61 | -1 | -1 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-07-30 | 2011-07-19 | 59 | 60 | -1 | -1 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-06-30 | 2011-07-19 | 87 | 87 | 0 | 0 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2009-12-28 | 2011-07-19 | 26680 | 25311 | 1369 | 1369 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2009-12-31 | 2011-07-19 | 30 | 28 | 2 | 2 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2011-05-31 | 2011-07-19 | 68 | 68 | 0 | 0 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-12-31 | 2011-07-19 | 69 | 68 | 1 | 1 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2011-06-30 | 2011-07-19 | 66 | 65 | 1 | 1 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2011-04-29 | 2011-07-19 | 70 | 69 | 1 | 1 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2011-02-28 | 2011-07-19 | 60 | 60 | 0 | 0 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2011-01-31 | 2011-07-19 | 59 | 58 | 1 | 1 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2011-03-31 | 2011-07-19 | 67 | 66 | 1 | 1 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-12-08 | 2011-07-19 | 367 | 360 | 7 | 7 |
| PIMCO FOREIGN BOND FUND I(HEDGED) | P | 2010-12-08 | 2011-07-19 | 182 | 178 | 4 | 4 |
| JEFFERIES TR/J CRB GLOBAL COMM EQ INDX FD | P | 2009-12-28 | 2011-09-26 | 14623 | 15620 | -997 | -997 |
| JEFFERIES TR/J CRB GLOBAL COMM EQ INDX FD | P | 2009-12-28 | 2011-09-26 | 4062 | 4339 | -277 | -277 |
| COLDSTREAM DIVIDEND GROWTH FUND | P | 2010-12-21 | 2011-12-28 | 8 | 8 | 0 | 0 |
| COLDSTREAM DIVIDEND GROWTH FUND | P | 2010-12-21 | 2011-12-28 | 1168 | 1151 | 17 | 17 |
| COLDSTREAM DIVIDEND GROWTH FUND | P | 2010-10-05 | 2011-12-28 | 9784 | 9203 | 581 | 581 |
| HARBOR HIGH-YIELD BOND INV | P | 2011-03-30 | 2011-12-28 | 2493 | 2613 | -120 | -120 |
| HARBOR HIGH-YIELD BOND INV | P | 2011-06-29 | 2011-12-28 | 2545 | 2632 | -87 | -87 |
| HARBOR HIGH-YIELD BOND INV | P | 2010-09-29 | 2011-12-28 | 2033 | 2110 | -77 | -77 |
| HARBOR HIGH-YIELD BOND INV | P | 2010-12-17 | 2011-12-28 | 832 | 852 | -20 | -20 |
| HARBOR HIGH-YIELD BOND INV | P | 2010-12-17 | 2011-12-28 | 3097 | 3170 | -73 | -73 |
| COLDSTREAM DIVIDEND GROWTH FUND | P | 2010-10-05 | 2011-12-29 | 4975 | 4639 | 336 | 336 |
| GREENHAVEN K-1 SEC 1256 LOSS | P | 1691 | -1691 | -1691 | |||
| GREENHAVEN K-1 SEC 1256 LOSS | P | 1128 | -1128 | -1128 | |||
| CAPITAL GAINS DIVIDENDS | P | 4767 | 4767 | 4767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1777 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 107052 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1229626 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.087061 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 134673 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1199004 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.112321 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 119044 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1346012 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088442 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 90914 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1301292 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.069864 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69019 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 914635 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.075461 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.433149 | TotalDistributionRatio |
| Average Distribution Ratio | 0.086630 | AverageDistributionRatio |
| Net Noncharitable Assets | 1225087 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 106129 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 344 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 106473 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 111048 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 344 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 344 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 344 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 510 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 510 | TotalCreditsAndPayments |
| Overpayment | 166 | Overpayment |
| Amount Credited To Next Year | 166 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SURI RAMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2062366299 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8212 AVALON DRIVE | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 98040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1234058 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9685 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1243743 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1243743 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18656 | CashDeemedCharitable |
| Net Noncharitable Assets | 1225087 | NetNoncharitableAssets |
| Minimum Investment Return | 61254 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 61254 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 344 | TaxBasedOnInvestmentIncome |
| Total Tax | 344 | TotalTax |
| Distributable Amount Before Adj | 60910 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 60910 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 60910 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 111048 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 111048 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 344 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 110704 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 60910 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 24249 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 34021 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 52655 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 75577 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 47889 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 234391 | TotalExcessDistriCarryover |
| Qualifying Distributions | 111048 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 60910 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 50138 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 284529 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 24249 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 260280 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 34021 | ExcessFromYear4 |
| Excess From Year3 | 52655 | ExcessFromYear3 |
| Excess From Year2 | 75577 | ExcessFromYear2 |
| Excess From Year1 | 47889 | ExcessFromYear1 |
| Excess From Current Year | 50138 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MALA RAMAN | ContributingManager |
| Contributing Manager | SURI RAMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MERCER ISLAND SCHOOL FOUNDATION | |||||||
| PO BOX 24172 | SEATTLE | WA | 981240172 | NONE | 509(A)(1) | IMPROVE LOCAL COMMUNITY EDU | $10,000 |
| HINDU TEMPLE & CULTURAL CENTER | |||||||
| 3818 212TH ST SE | BOTHELL | WA | 98021 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $15,000 |
| SEATTLE SYMPHONY | |||||||
| 200 UNIVERSITY STREET | SEATTLE | WA | 981113906 | NONE | 509(A)(1) | GENERAL FUNDS | $250 |
| ASHA FOR EDUCATION | |||||||
| 23608 NE 45TH PL | REDMOND | WA | 98053 | NONE | 509(A)(1) | CHILD EDUCATIOON IN INDIA | $5,000 |
| UNITED WAY OF KING COUNTY | |||||||
| 720 SECOND AVENUE | SEATTLE | WA | 98104 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $25,000 |
| CHAYA | |||||||
| PO BOX 22291 | SEATTLE | WA | 98122 | NONE | 509(A)(1) | WOMENS WELFARE | $5,000 |
| PAWS | |||||||
| PO BOX 1037 | LYNNWOOD | WA | 98046 | NONE | 509(A)(1) | ANIMAL WELFARE | $2,500 |
| KCTS | |||||||
| 401 MERCER STREET | SEATTLE | WA | 98109 | NONE | 509(A)(1) | PUBLIC TELEVISION | $1,000 |
| NPR FOUNDATION | |||||||
| 635 MASSACHUSETTS AVENUE NW | WASHINGTON DC | DC | 20001 | NONE | 509(A)(1) | PUBLIC RADIO | $1,000 |
| SEATTLE ART MUSEUM | |||||||
| 1300 FIRST AVENUE | SEATTLE | WA | 981012003 | NONE | 509(A)(1) | CONSERVATION AND MAINTENANCE | $1,000 |
| SEATTLE CLASSIC GUITAR SOCIETY | |||||||
| PO BOX 31256 | SEATTLE | WA | 981031256 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $500 |
| SEATTLE SYMPHONY | |||||||
| 200 UNIVERSITY STREET | SEATTLE | WA | 981113906 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $1,000 |
| THE NORTHWEST CHOIRS | |||||||
| 5031 UNIVERSITY WAY NE SUITE NB2 | SEATTLE | WA | 98105 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $2,000 |
| YOUTH THEATRE NORTHWEST | |||||||
| PO BOX 296 | MERCER ISLAND | WA | 98040 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $1,000 |
| FOUNDATION FOR EARLY LEARNING | |||||||
| 615 SECOND AVENUE | SEATTLE | WA | 98104 | NONE | 509(A)(1) | CHILD WELFARE | $2,500 |
| NORTHWEST CHILDRENS FUND | |||||||
| 2100 24TH AVENUE SOUTH SUITE 320 | SEATTLE | WA | 98144 | NONE | 509(A)(1) | CHILD WELFARE | $1,000 |
| FOREST RIDGE | |||||||
| 4800 139TH AVENUE SE | BELLEVUE | WA | 980063015 | NONE | 509(A)(1) | GENERAL FUNDS | $6,000 |
| MOUNTAINS TO SOUND GREENWAY TRUST | |||||||
| 911 WESTERN AVENUE SUITE 523 | SEATTLE | WA | 99104 | NONE | 509(A)(1) | ENVIRONMENT PORTECTION | $2,000 |
| WASHINGTON NATIONAL PARK FUND | |||||||
| PO BOX 64626 | UNIVERSITY PLACE | WA | 984640626 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $2,000 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 SECOND AVE 300 | SEATTLE | WA | 98104 | NONE | 509(A)(1) | ENVIRONMENT PROTECTION | $5,000 |
| WILDERNESS AWARENESS SCHOOL | |||||||
| PO BOX 5000 PMB 137 | DUVALL | WA | 98019 | NONE | 509(A)(1) | GENERAL FUNDS | $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 |
| LANDESA | |||||||
| 1424 FOURTH AVE | SEATTLE | WA | 98101 | NONE | 509(A)(1) | LAND RIGHTS TO FIGHT POVERTY | $5,000 |
| VISHAL HIMALAYA FOUNDATION | |||||||
| 6019 78TH AVE SE | MERCER ISLAND | WA | 98040 | NONE | 509(A)(1) | GENERAL FUNDS | $1,000 |
| EASTSIDE DOMESTIC VIOLENCE | |||||||
| PO BOX 6398 | BELLEVUE | WA | 980080398 | NONE | 509(A)(1) | COMMUNITY SUPPORT | $500 |
| FARESTART | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | NONE | 509(A)(1) | HOMELESS JOB TRAINING | $2,500 |
| KING COUNTY LIBRARY SYSTEM FOUNDATION | |||||||
| 960 NEWPORT WAY NW | ISSAQUAH | WA | 98027 | NONE | 509(A)(1) | COMMUNITY OUTREACH SEARVICES | $2,500 |
| MIYFS FOUNDATION | |||||||
| 2040 84TH AVE SE | MERCER ISLAND | WA | 980402235 | NONE | 509(A)(1) | LOCAL COMMUNITY SERVICE | $2,500 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVENUE ADMN 120 | SEATTLE | WA | 98122 | NONE | 509(A)(1) | GENERAL FUNDS | $500 |
| THE SOPHIA WAY | |||||||
| 752 108TH AVE NE | BELLEVUE | WA | 98004 | NONE | 509(A)(1) | SUPPORT HOMELESS WOMEN | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 109250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38,203 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,777 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $39,980 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 39980 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,547 | Amount |
| Net Investment Income | 1774 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1773 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 249173 | EOYBookValue |
| EOYFMV | 254006 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 53141 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 52060 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 859408 | BookValue |
| EOYFMV | 873580 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORRECT 2010 ADJUSTMENT TO CASH BALANCE | Description |
| Amount | $3,500 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 25 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY EXPENSE - COLDSTREAM | $3,551 | 3551 | 0 |
| GREENHAVEN CONTINUOUS COMMODITY FUND K-1 PORTFOLIO DEDUCTIONS | $276 | 276 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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