Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
SATYA AND RAO REMALA FOUNDATION
C/O SMITH BUNDAY BERMAN BRITTON PS
Number and street (or P.O. box number if mail is not delivered to street address)11808 NORTHUP WAY NO 240
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BELLEVUE, WA98005
A Employer identification number

91-6477106
B Telephone number (see instructions)

(425) 462-8220
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,938,829
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 319,050
2 Check bullet.............
3 Interest on savings and temporary cash investments 145 145  
4 Dividends and interest from securities... 316,717 316,717  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 111,200
b Gross sales price for all assets on line 6a 2,399,214
7 Capital gain net income (from Part IV, line 2)... 320,012
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 305 305 0
12 Total. Add lines 1 through 11........ 747,417 637,179 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,437 6,219 0 6,218
c Other professional fees (attach schedule).... 38,363 38,363 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,897 10,897 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,606 0 0 3,606
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,303 55,479 0 9,824
25 Contributions, gifts, grants paid....... 514,902 514,902
26 Total expenses and disbursements. Add lines 24 and 25 580,205 55,479 0 524,726
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 167,212
b Net investment income (if negative, enter -0-) 581,700
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 385,181 1,236,176 1,236,176
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,428,422 Click to see attachment8,759,249 9,943,923
c Investments—corporate bonds (attach schedule)....... 1,659,454 Click to see attachment1,723,811 1,751,480
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,582 Click to see attachment7,250 Click to see attachment7,250
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,479,639 11,726,486 12,938,829
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment31,897 Click to see attachment38,349
23 Total liabilities (add lines 17 through 22)......... 31,897 38,349
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 11,447,742 11,688,137
30 Total net assets or fund balances (see instructions)..... 11,447,742 11,688,137
31 Total liabilities and net assets/fund balances (see instructions). 11,479,639 11,726,486
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,447,742
2
Enter amount from Part I, line 27a .....................
2
167,212
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
73,183
4
Add lines 1, 2, and 3 ..........................
4
11,688,137
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
11,688,137
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a SHORT-TERM INVEST-GR ADM P   2018-01-08
b SHORT-TERM INVEST-GR ADM P 2018-02-28 2018-04-02
c SHORT-TERM INVEST-GR ADM P   2018-07-02
d SHORT-TERM INVEST-GR ADM P 2018-08-31 2018-10-01
e SHORT-TERM INVEST-GR ADM P   2018-04-02
SHORT-TERM INVEST-GR ADM P 2016-04-25 2018-07-02
SHORT-TERM INVEST-GR ADM P   2018-10-01
CORNERSTONE ADV GLBL PUBLIC P 2018-12-20 2018-12-24
CORNERSTONE ADV GLBL PUBLIC P 2017-12-27 2018-12-26
CORNERSTONE ADV INCM OPPTY P   2018-12-04
CORNERSTONE ADV PUBLIC ALTER P   2018-12-04
CORNERSTONE ADV REAL ASSET P   2018-12-04
CORNERSTONE ADV GLBL PUBLIC P   2018-12-26
CORNERSTONE ADV INCM OPPTY P   2018-12-04
COENERSTONE ADV PUBLIC ALTER P   2018-12-04
CORNERSTONE ADV REAL ASSET P   2018-12-04
MICROSOFT CORP D 2012-10-11 2018-01-31
MICROSOFT CORP D 2012-10-11 2018-12-03
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,510   1,514 -4
b 260   261 -1
c 603   604 -1
d 315   316 -1
e 1,260   1,272 -12
914   927 -13
1,207   1,220 -13
109,238   111,456 -2,218
15,752   19,774 -4,022
9,859   10,095 -236
27,366   30,423 -3,057
10,003   10,603 -600
148,631   178,565 -29,934
307,694   328,508 -20,814
931,335   1,038,179 -106,844
288,316   342,485 -54,169
188,518   2,000 186,518
111,947   1,000 110,947
244,486     244,486
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -4
b       -1
c       -1
d       -1
e       -12
      -13
      -13
      -2,218
      -4,022
      -236
      -3,057
      -600
      -29,934
      -20,814
      -106,844
      -54,169
      186,518
      110,947
      244,486
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 320,012
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 636,059 12,929,099 0.049196
2016 658,428 11,630,756 0.056611
2015 579,890 11,892,118 0.048763
2014 563,955 11,871,633 0.047504
2013 448,716 10,915,184 0.041109
2
Total of line 1, column (d) .....................
2
0.243183
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048637
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
13,576,877
5
Multiply line 4 by line 3......................
5
660,339
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,817
7
Add lines 5 and 6........................
7
666,156
8
Enter qualifying distributions from Part XII, line 4,.............
8
557,887
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 11,634
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,634
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,634
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,072
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,072
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,438
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,438 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRAO REMALA Telephone no.bullet (425) 827-8255

    Located atbullet11808 NORTHUP WAY SUITE 240BELLEVUEWA ZIP+4bullet98005
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RAO V REMALA TRUSTEE
    2.00
    0 0 0
    C/O SMITH BUNDAY BERMAN BRITTON
    11808 NORTHUP WAY SUITE 240
    BELLEVUE,WA98005
    SATYA K REMALA TRUSTEE
    2.00
    0 0 0
    C/O SMITH BUNDAY BERMAN BRITTON
    11808 NORTHUP WAY SUITE 240
    BELLEVUE,WA98005
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 GLOBAL HEALTH INVESTMENT FUND I, LLC (THE "FUND") SEEKS TO PROVIDE AFFORDABLE FUNDING TO SUPPORT THE DEVELOPMENT OF DRUGS, VACCINES, PREVENTATIVE, DIAGNOSTICS AND OTHER PRODUCTS TO ADDRESS GLOBAL HEALTH CHALLANGES THAT DISPROPORTIONATELY IMPACT DEVELOPING COUNTRIES. THE FUND IS A COLLABORATION AMOUNG JP MORGAN, THE BILL & MELINDA GATES FOUNDATION AND LION'S HEAD GLOBAL PARTNERS. 33,161
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet33,161
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,479,790
    b
    Average of monthly cash balances.......................
    1b
    296,925
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,916
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,783,631
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    13,783,631
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    206,754
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,576,877
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    678,844
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    678,844
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    11,634
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,634
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    667,210
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    667,210
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    667,210
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    524,726
    b
    Program-related investments—total from Part IX-B..................
    1b
    33,161
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    557,887
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    557,887
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 667,210
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 446,265
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 557,887
    a Applied to 2017, but not more than line 2a 446,265
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 111,622
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    555,588
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    RAO V REMALA
    SATYA K REMALA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    YOUTH CARE
    2500 NE 54TH STREET
    SEATTLE,WA98105
    NONE 501(C)(3) TO HELP HOMELESS YOUNG PEOPLE MOVE OFF THE STREETS AND PREPARE FOR LIFE. 5,000
    YARROW POINT COMMUNITY ASSOCIATION
    9030 NE 34TH ST
    BELLEVUE,WA98004
    NONE 501(C)(3) TO PROVIDE BETTER SERVICES TO COMMUNITY. 250
    WEATHERHILL NATURE PRESERVE
    4030 95TH NE
    YARROW POINT,WA98004
    NONE 501(C)(3) TO PROVIDE SUPPORT FOR MAINTENANCE OF THE PRESERVE. 300
    WASHINGTON WOMEN IN NEED
    232 5TH AVE S 201
    KIRKLAND,WA98033
    NONE 501(C)(3) TO MAKE FINANCIAL GRANTS TO WOMEN IN WASHINGTON STATE WHO ARE READY FOR TRANSFORMATIONAL CHANGE IN TWO CATEGORIES: EDUCATION AND HEALTH CARE. 1,000
    WASHINGTON WILDLIFE & RECREATION COALITION
    1402 3RD AVE 507
    SEATTLE,WA98101
    NONE 501(C)(3) TO ENSURE ROBUST FUNDING FOR WASHINGTON'S GREAT OUTDOORS BY UNIFYING DISPARATE VOICES THROUGH EDUCATION AND ADVOCACY. 500
    WASHINGTON TRAILS ASSOCIATION
    2019 THIRD AVE SUITE 100
    SEATTLE,WA98121
    NONE 501(C)(3) TO PROTECT HIKING TRAILS AND WILDERNESS. 2,500
    VILLAGE THEATRE
    303 FRONT STREET NORTH
    ISSAQUAH,WA98027
    NONE 501(C)(3) TO OFFER THE HIGHEST QUALITY PERFORMING ARTS PROGRAMS. 500
    UPAYA SOCIAL VENTURES
    PO BOX 9603
    SEATTLE,WA98109
    NONE 501(C)(3) TO CREATE DIGNIFIED JOBS BY PARTNERING WITH EARLY-STAGE ENTREPRENEURS TO SCALE THEIR BUSINESSES, EMPLOYING MORE PEOPLE IN THEIR COMMUNITIES 1,920
    UNIVERSITY OF WASHINGTON
    1200 FIFTH AVENUE SUITE 500
    SEATTLE,WA98101
    NONE 501(C)(3) TO SUPPORT COMPUTER SCIENCE SCHOLARSHIPS & ENGINEERING. 5,480
    UNITED WAY OF KING COUNTY
    720 SECOND AVENUE
    SEATTLE,WA98104
    NONE 501(C)(3) TO ENHANCE THE ABILITY FOR PEOPLE TO SUPPORT EACH OTHER. 204,836
    TREE HOUSE
    2100 24TH AVE S
    SEATTLE,WA98144
    NONE 501(C)(3) TO CREATE A WORLD WHERE EVERY CHILD THAT HAS EXPERIENCED FOSTER CARE HAS THE OPPORTUNITIES AND SUPPORT THEY NEED TO PURSUE THEIR DREAMS AND BECOME PRODUCTIVE MEMBERS OF OUR COMMUNITY. 1,000
    THE KIRAN ANJALI PROJECT
    7201 HOLLY HILL DR
    MERCER ISLAND,WA98040
    NONE 501(C)(3) TO ADVANCE EDUCATIONAL OPPORTUNITIES FOR UNDERPRIVILEGED CHILDREN. 1,000
    SVS BALAJI TEMPLE
    1145 SULLIVAN RD
    AURORA,IL60506
    NONE 501(C)(3) TO PROMOTE THE HIGHEST VALUES OF HINDU CULTURE, PHILOSOPHY, RELIGION, SPIRITUALITY AND TRADITION IN OUR ADOPTED HOME LAND WITH BENEVOLENCE, COMPASSION AND TOLERANCE 101
    SRI VENKATESWARA TEMPLE
    18109 NE 76TH ST 108
    REDMOND,WA98052
    NONE 501(C)(3) TO PROVIDE A PLACE FOR HINDUS TO WORSHIP IN TRADITIONAL STYLE AND TO PROVIDE RELIGIOUS, HUMANITARIAN, CULTURAL AND EDUCATIONAL RESOURCES TO ALL INTERESTED IN HINDUISM. 116
    SPLASH
    1326 5TH AVE STE 300
    SEATTLE,WA98101
    NONE 501(C)(3) TO CREATE SAFE WATER PROJECTS, AT SCALE, IN RESOURCE POOR CITIES 1,500
    SPECIAL OLYMPICS WASHINGTON
    2150 N 107TH ST SUITE 220
    SEATTLE,WA98133
    NONE 501(C)(3) TO PROVIDE TRAINING AND HEALTH EDUCTION TO PEOPLE WITH DISABILITIES. 500
    SEATTLE HUMANE SOCIETY
    13212 SE EASTGATE WAY
    BELLEVUE,WA98005
    NONE 501(C)(3) TO BRING PEOPLE AND PETS TOGETHER AND KEEP THEM TOGETHER. 6,000
    SEATTLE GOODWILL
    1765 6TH AVENUE SOUTH
    SEATTLE,WA98134
    NONE 501(C)(3) TO ASSIST PEOPLE AND FAMILIES IN NEED. 1,000
    SEATTLE FOUNDATION
    1200 FIFTH AVENUE SUITE 1300
    SEATTLE,WA98101
    NONE 501(C)(3) TO IMPROVE THE QUALITY OF LIFE IN KING COUNTY. 1,000
    SEATTLE CHILDREN HOSPITAL
    4800 SAND POINT WAY NE
    SEATTLE,WA98105
    NONE 501(C)(3) TO SUPPORT RESEARCH, DIAGNOSIS & TREATMENT FOR CHILDREN. 10,000
    SEATTLE ART MUSEUM
    1300 FIRST AVENUE
    SEATTLE,WA98101
    NONE 501(C)(3) TO CREATE EXTRAORDINARY EXPERIENCES FOR PEOPLE TO CONNECT WITH ART FROM ACROSS TIME AND PLACE. 2,110
    RWANDA GIRLS INITIATIVE
    PO BOX 325
    MEDINA,WA98039
    NONE 501(C)(3) TO EDUCATE AND EMPOWER GIRLS OF RWANDA TO REACH THEIR HIGHEST POTENTIAL. 3,250
    PRATHAM USA
    9703 RICHMOND AVE 102
    HOUSTON,TX77042
    NONE 501(C)(3) TO PROVIDE EDUCATION TO CHILDREN IN MUMBAI SLUMS, PRATHAM 50,248
    OVERLAKE HOSPITAL FOUNDATION
    1035 116TH AVE NE
    BELLEVUE,WA98004
    NONE 501(C)(3) TO PROVIDE MEDICAL EXCELLENCE EVERY DAY. 55,000
    NORTHWEST HARVEST
    PO BOX 12272
    SEATTLE,WA98102
    NONE 501(C)(3) TO PROVIDE FOOD TO THOSE IN NEED. 500
    NORTHWEST FOLKLIFE
    305 HARRISON STREET
    SEATTLE,WA98109
    NONE 501(C)(3) TO SHARE AND SUSTAIN THE VITALITY OF FOLK, ETHNIC AND ARTISTIC COMMUNITIES. 500
    NEIGHBORCARE HEALTH
    1200 12TH AVENUE S SUITE 901
    SEATTLE,WA98144
    NONE 501(C)(3) TO PROVIDE COMPREHENSIVE HEALTH CARE TO FAMILIES AND INDIVIDUALS WHO HAVE DIFFICULTY ACCESSING CARE 2,650
    MILLIONAIR CLUB CHARITY
    2515 WESTERN AVE
    SEATTLE,WA98121
    NONE 501(C)(3) TO PROVIDE MEALS & HYGIENE FACILITIES TO THE HOMELESS. 500
    LITERACY BRIDGE
    1904 THIRD AVENUE SUITE 417
    SEATTLE,WA98101
    NONE 501(C)(3) TO SIGNIFICANTLY IMPROVE THE HEALTH, INCOME, AND QUALITY OF LIFE FOR THE WORLD'S MOST UNDERSERVED COMMUNITIES BY PROVIDING LIFE-CHANGING KNOWLEDGE THROUGH INNOVATIVE TECHNOLOGY. 7,500
    LEUKEMIA & LYMPHOMA SOCIETY
    123 NW 36TH ST 100
    SEATTLE,WA98107
    NONE 501(C)(3) TO FIGHT AGAINST LEUKEMIA, LYMPHOMA AND MYELOMA AND TO IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. 6,153
    KIDS QUEST MUSEUM
    1116 108TH AVE NE
    BELLEVUE,WA98004
    NONE 501(C)(3) TO ENCOURAGE LEARNING THROUGH PLAY WITH AN EMPHASIS ON SCIENCE, TECHNOLOGY, ENGINEERING, ART AND MATH 1,000
    KBTC
    2320 S 19TH ST
    TACOMA,WA98405
    NONE 501(C)(3) TO INSPIRE, ENRICH, AND EDUCATE. 240
    KAY TITA
    500 YALE AVE N
    SEATTLE,WA98109
    NONE 501(C)(3) TO PROVIDE CHANGEMAKERS IN HAITI WITH A SAFE SPACE AND THE RESOURCES THEY NEED TO INCREASE THEIR IMPACT, DEVELOP SKILLS, AND ESTABLISH KEY PARTNERSHIPS. 10,000
    INFECTIOUS DISEASE RESEARCH INSTITUTE
    1616 EASTLAKE AVENUE EAST SUITE 400
    SEATTLE,WA98102
    NONE 501(C)(3) TO TAKE A COMPREHENSIVE APPROACH TO ADDRESS INFECTIOUS DISEASES. 2,500
    HOPELINK
    16225 NE 87TH ST SUITE A-1
    REDMOND,WA98052
    NONE 501(C)(3) TO PROVIDE FOR EMERGENCY FOOD, CLOTHING AND SHELTER. 2,500
    HINDU TEMPLE AND CULTURAL CENTER
    14320 NE 21ST ST 16
    BELLEVUE,WA98007
    NONE 501(C)(3) TO PROMOTE SOCIAL, CULTURAL, RELIGIOUS, AND SPIRITUAL UNDERSTANDING BASED UPON VEDIC PRINCIPLES 30
    HABITAT FOR HUMANITY OF EAST KING COUNTY
    PO BOX 817
    REDMOND,WA98073
    NONE 501(C)(3) TO CREAT A VARIETY OF HOUSING SOLUTIONS THROUGH NEW CONSTRUCTION RENOVATION AND REPAIR. 1,500
    FRED HUTCHINSON CANCER RESEARCH CENTER
    PO BOX 19024 J5-200
    SEATTLE,WA98109
    NONE 501(C)(3) TO SUPPORT RESEARCH, PREVENTION, DETECTION AND OF CANCER. 50,920
    FOREST RIDGE SCHOOL
    4800 139TH AVENUE SE
    BELLEVUE,WA98006
    NONE 501(C)(3) TO SUPPORT EDUCATION AND SCHOLARSHIPS. 3,000
    FOOD LIFELINE
    1702 NE 150TH ST
    SHORELINE,WA98155
    NONE 501(C)(3) TO PROVIDE FOOD TO THOSE IN NEED. 500
    FARESTART
    700 VIRGINIA ST
    SEATTLE,WA98101
    NONE 501(C)(3) TO MAKE A DIFFERENCE IN OUR COMMUNITY, OR IN COMMUNITIES AROUND THE COUNTRY. 3,000
    EPIPHANY EARLY LEARNING PRESCHOOL
    1805 38TH AVE
    SEATTLE,WA98122
    NONE 501(C)(3) A PLAY-BASED, REGGIO EMILIA-INSPIRED PRESCHOOL FOR CHILDREN AGES 18 MONTHS TO FIVE YEARS OLD IN THE MADRONA NEIGHBORHOOD OF SEATTLE. 2,550
    CONSUMER CHECKBOOK
    101 TRUMAN AVENUE
    YONKERS,NY10703
    NONE 501(C)(3) TO WORK FOR A FAIR, JUST, AND SAFE MARKETPLACE FOR ALL CONSUMER.TO PROVIDE TRUSTWORTHY PRODUCT INFORMATION. 250
    CONSTRUCTION FOR CHANGE
    805 KIRKLAND AVE 200
    KIRKLAND,WA98033
    NONE 501(C)(3) EVERY PERSON REGARDLESS OF WHERE THEY LIVE HAS ACCESS TO WELL-BUILT SPACES WHERE THEY CAN MANAGE THEIR HEALTH, FURTHER THEIR EDUCATION, OR INCREASE THEIR ECONOMIC MOBILITY 500
    CHILDHAVEN
    316 BROADWAY
    SEATTLE,WA98122
    NONE 501(C)(3) TO GIVE CHILDREN THE CHANCE TO LEARN THE EDUCATION AND SOCIAL SKILLS THEY NEED TO BE SUCCESSFUL IN SCHOOL AND BEYOND. 1,000
    BOY SCOUTS
    3120 RAINIER AVE S
    SEATTLE,WA98144
    NONE 501(C)(3) TO GIVE BOYS ALL THE EXPERIENCE THEY NEED TO BECOME MEN. 75
    API CHAYA
    PO BOX 14047
    SEATTLE,WA98114
    NONE 501(C)(3) TO END INTIMATE PARTNER VIOLENCE AND OTHER FORMS OF EXPLOITATION. 2,875
    ALLIANCE FOR EDUCATION
    509 OLIVE WAY 500
    SEATTLE,WA98101
    NONE 501(C)(3) TO ENSURE EVERY CHILD IN SEATTLE PUBLIC SCHOOLS IS PREPARED FOR SUCCESS IN COLLEGE, CAREER AND LIFE. 750
    ARTS CORPS
    4408 DELRIDGE WAY SW 110
    SEATTLE,WA98106
    NONE 501(C)(3) TO WORK TOWARD A WORLD WHERE BARRIERS TO ARTS EDUCATION NO LONGER EXIST AND ALL YOUNG PEOPLE CAN CREATIVELY LEAD THE TRANSFORMATION OF SCHOOLS, NEIGHBORHOODS, AND BEYOND. 11,742
    CALSAC
    1918 UNIVERSITY AVENUE SUITE 4B
    BERKELEY,CA94704
    NONE 501(C)(3) TO BUILD AN OUT-OF-SCHOOL TIME WORKFORCE (SUCH AS BEFORE SCHOOL, AFTERSCHOOL AND SUMMER LEARNING) THAT IS FILLED WITH STRONG MENTORS AND HIGHLY SKILLED PRACTITIONERS WHO REFLECT THE COMMUNITIES THEY SERVE. 266
    CHILDREN'S MIRACLE NETWORK HOSPITALS
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101
    NONE 501(C)(3) TO PROVIDE THE BEST CARE FOR KIDS. 25
    NEVERTHELESS SHE PERSISTED
    151 MAD RIVER CANOE RD
    WALTSFIELD,VT05673
    NONE 501(C)(3) TO EMPOWER WOMEN AND GIRLS IN VERMONT. 20
    FRIENDS OF CASA
    1401 E JFFERSON ST SUITE 500
    SEATTLE,WA98122
    NONE 501(C)(3) TO SUPPORT FOR ABUSED AND NEGLECTED CHILDREN IN THE KING COUNTY DEPENDENCY SYSTEM WHEN THERE IS NO OTHER AVAILABLE SOURCE, WITH THE GOAL OF PROMOTING SAFETY, WELL-BEING, AND PERMANENCY, IN THE CHILDREN'S LIVES. 2,500
    GIVEINDIA
    PO BOX 50876
    PALO ALTO,CA94303
    NONE 501(C)(3) TO HELP POOR CHILDREN FIGHT THEIR WAY OUT OF POVERTY. 100
    GLOBAL WASHINGTON
    1601 5TH AVE SUITE 1900
    SEATTLE,WA98101
    NONE 501(C)(3) TO SUPPORT THE GLOBAL DEVELOPMENT COMMUNITY IN WASHINGTON STATE THAT IS WORKING TO CREATE A HEALTHIER AND MORE EQUITABLE WORLD. 385
    GLOBAL GIVING
    1110 VERMONT AVE NW SUITE 550
    WASHINGTON,DC20005
    NONE 501(C)(3) TO TRANSFORM AID AND PHILANTHROPY TO ACCELERATE COMMUNITY-LED CHANGE. 900
    GREEN DOT PUBLIC SCHOOLS
    1149 S HILL ST STE 600
    LOS ANGELES,CA90015
    NONE 501(C)(3) TO HELP TRANSFORM PUBLIC EDUCATION SO ALL STUDENTS GRADUATE PREPARED FOR COLLEGE, LEADERSHIP AND LIFE. 9,500
    HEAD FOR THE CURE FOUNDATION
    1607 OAK ST
    KANSAS CITY,MO64108
    NONE 501(C)(3) TO RAISE AWARENESS AND FUNDING TO INSPIRE HOPE FOR THE COMMUNITY OF BRAIN CANCER PATIENTS, THEIR FAMILIES, FRIENDS, CAREGIVERS AND OTHER SUPPORTERS, WHILE CELEBRATING THEIR COURAGE, SPIRIT AND ENERGY. 500
    KCTS 9
    401 MERCER ST
    SEATTLE,WA98109
    NONE 501(C)(3) TO INSPIRE, ENRICH, AND EDUCATE. 250
    KIRAN ANJALI PROJECT
    PO BOX 757
    MERCER ISLAND,WA98040
    NONE 501(C)(3) TO PROVIDE EDUCATION AND JOB TRAINING TO UNDERPRIVILEGED CHILDREN. 2,500
    MADISON PARK COOPERATIVE PRESCHOOL
    1898 43RD AVE E
    SEATTLE,WA98112
    NONE 501(C)(3) TO PROVIDE A SOLID FOUNDATION FOR FUTURE ACADEMIC LEARNING. 1,000
    MULTIPLE SCLEROSIS HEALTH CENTER
    1600 E JEFFERSON ST A LEVEL
    SEATTLE,WA98122
    NONE 501(C)(3) TO HELP PEOPLE WITH MS LIVE TO THEIR FULLEST. 20
    NATIONAL MS SOCIETY
    192 NICKERSON ST 100
    SEATTLE,WA98109
    NONE 501(C)(3) TO HELP PEOPLE AFFECTED BY MS CAN LIVE THEIR BEST LIVES 500
    PACIFIC SCIENCE CENTER
    200 2ND AVE N
    SEATTLE,WA98109
    NONE 501(C)(3) TO INSPIRE, ENRICH, AND EDUCATE. 125
    PATH
    PO BOX 900922
    SEATTLE,WA98109
    NONE 501(C)(3) TO HELP PEOPLE MAKE BETTER HEALTH DECISIONS. 10,000
    PHILANTHROPY NORTHWEST
    2101 4TH AVE 650
    SEATTLE,WA98121
    NONE 501(C)(3) TO SUPPORT A MORE VIBRANT, EQUITABLE REGION AND WORLD. 2,740
    RAICES
    2800 S IH 35 FRONTAGE RD SUITE 215
    AUSTIN,TX78704
    NONE 501(C)(3) TO DEFEND THE RIGHTS OF IMMIGRANTS AND REFUGEES, EMPOWER INDIVIDUALS, FAMILIES AND COMMUNITIES, AND ADVOCATE FOR LIBERTY AND JUSTICE. 250
    RAINIER SCHOLARS
    2100 24TH AVE S 360
    SEATTLE,WA98144
    NONE 501(C)(3) TO OFFER A PATHWAY TO COLLEGE GRADUATION FOR HARD-WORKING, LOW-INCOME STUDENTS OF COLOR. 4,000
    RAINIER VALLEY FOOD BANK
    4205 RAINIER AVE S
    SEATTLE,WA98118
    NONE 501(C)(3) TO NOURISH WITH GOOD FOOD, EMPOWER WITH KNOWLEDGE, AND SERVE WITH COMPASSION. 500
    SOUND DISCIPLINE
    3250 AIRPORT WAY SOUTH SUITE 224
    SEATTLE,WA98134
    NONE 501(C)(3) TO EMPOWER EDUCATORS, PARENTS AND CAREGIVERS TO CREATE RESPECTFUL, EQUITABLE COMMUNITIES IN WHICH ALL CHILDREN THRIVE. 5,500
    SPAN
    PO BOX 51085
    SEATTLE,WA98115
    NONE 501(C)(3) TO PROVIDE OPPORTUNITIES FOR LEARNING ABOUT PHILANTHROPIC PRACTICES BROADLY THAT RELATE TO IMPROVING OUR COMMUNITIES AND SOCIETY. 350
    TECHBRIDGE GIRLS
    114 LINDEN STREET
    OAKLAND,CA94607
    NONE 501(C)(3) TO EXCITE, EDUCATE, AND EQUIP GIRLS FROM LOW-INCOME COMMUNITIES BY DELIVERING HIGH QUALITY STEM PROGRAMMING THAT EMPOWERS A GIRL TO ACHIEVE ECONOMIC MOBILITY AND BETTER LIFE CHANCES. 1,025
    THE SOPHIA WAY
    11061 NE 2ND ST 223
    BELLEVUE,WA98004
    NONE 501(C)(3) TO SUPPORT SINGLE ADULT WOMEN. 500
    VILLAGEREACH
    2900 EASTLAKE AVE E 230
    SEATTLE,WA98102
    NONE 501(C)(3) TO TRANSFORM HEALTH CARE DELIVERY TO REACH EVERYONE. 1,000
    WIKIMEDIA FOUNDATION
    1 MONTGOMERY STREET SUITE 1600
    SAN FRANCISCO,CA94104
    NONE 501(C)(3) TO HELP EVERYONE SHARE IN THE SUM OF ALL KNOWLEDGE. 50
    WORLD BICYCLE RELIFE
    1817 130TH AVE NE
    BELLEVUE,WA98005
    NONE 501(C)(3) TO HELP PEOPLE CONQUER THE CHALLENGE OF DISTANCE, ACHIEVE INDEPENDENCE AND THRIVE. 50
    261 FEARLESS
    PO BOX 1654
    PORT WASHINGTON,NY11050
    NONE 501(C)(3) TO PROVIDE HEALTHY AND SUSTAINABLE NON-COMPETITIVE RUNNING OPPORTUNITIES FOR WOMEN. 2,500
    Total .................................bullet 3a 514,902
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 145  
    4 Dividends and interest from securities....     14 316,717  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 305  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 111,200  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 428,367 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    428,367
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    SATYA AND RAO REMALA FOUNDATION
    C/O SMITH BUNDAY BERMAN BRITTON PS
    Employer identification number

    91-6477106
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    SATYA AND RAO REMALA FOUNDATION
    C/O SMITH BUNDAY BERMAN BRITTON PS
    Employer identification number
    91-6477106
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    RAO AND SATYA REMALA
     
    8827 NE 36TH STREET
     
    BELLEVUE, WA98004

    $ 319,050


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    SATYA AND RAO REMALA FOUNDATION
    C/O SMITH BUNDAY BERMAN BRITTON PS
    Employer identification number

    91-6477106
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    3000 SHARES MICROSOFT CORPORATION STOCK $ 319,050 2018-11-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    SATYA AND RAO REMALA FOUNDATION
    C/O SMITH BUNDAY BERMAN BRITTON PS
    Employer identification number

    91-6477106
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,437 6,219 0 6,218

    TY 2018 GeneralExplanationAttachment
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Identifier Return Reference Explanation
      FORM 990-PF, PAGE 5, PART VI-A, LINE 12 DURING THE 2018 TAX YEAR, FOUNDATION MADE A DONATION OF $1,000 TO THE SEATTLE FOUNDATION IN A DONOR ADVISED FUND. THE FOUNDATION TREATED THE ENTIRE $1,000 DONATION AS A QUALIFYING DISTRIBUTION. THE TAXPAYER MAKES FREQUENT DONATIONS TO THE SEATTLE FOUNDATION AND JOINS WITH THE AREA'S CHARITABLE COMMUNITY UTILIZING THE SEATTLE FOUNDATION'S INFORMATION GATHERING FOR ASSESSMENT OF CHARITABLE NEEDS IN THE COMMUNITY. THE SEATTLE FOUNDATION SERVES TO FACILATE THE PLANNING FOR MULTI-YEAR GRANTS TO AREA CHARITIES AS WELL AS LARGER SINGLE DONATIONS TO CHARITIES IN NEED.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VARIOUS BONDS - SEE ATTACHED 1,723,811 1,751,480

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS EQUITIES - SEE ATTACHED 8,759,249 9,943,923

    TY 2018 OtherAssetsSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    AMOUNTS TAXED, BUT NOT RECEIVED 6,582 7,250 7,250


    TY 2018 OtherExpensesSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARKING 653 0 0 653
    BUSINESS EXPENSES 2,713 0 0 2,713
    CREDIT CARD FEES 195 0 0 195
    STATE OF WASHINGTON LICENSE 45 0 0 45


    TY 2018 OtherIncomeSchedule2
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    JP MORGAN #4005 305 305  


    TY 2018 OtherIncreasesSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Description Amount
    UNREALIZED GAIN 73,183


    TY 2018 OtherLiabilitiesSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARDS PAYABLE 31,897 38,349


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR 38,363 38,363 0 0


    TY 2018 TaxesSchedule
    Name:
    SATYA AND RAO REMALA FOUNDATION
     
    C/O SMITH BUNDAY BERMAN BRITTON PS
    EIN:
    91-6477106
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 8,297 8,297 0 0
    INCOME TAX 2,600 2,600 0 0