-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
WA
98005
A Employer identification number
91-6477106
B
Telephone number (see instructions)
(425) 462-8220
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
15,372,064
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
419,850
2
Check
.............
3
Interest on savings and temporary cash investments
162
162
4
Dividends and interest from securities
...
356,051
356,051
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
560,682
b
Gross sales price for all assets on line 6a
4,415,788
7
Capital gain net income (from Part IV, line 2)
...
738,130
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)
.......
12
Total.
Add lines 1 through 11
........
1,336,745
1,094,343
0
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)
.......
9,293
4,647
0
4,646
c
Other professional fees (attach schedule)
....
37,662
37,662
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
29,978
29,978
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
3,718
0
0
3,718
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
80,651
72,287
0
8,364
25
Contributions, gifts, grants paid
.......
698,909
698,909
26
Total expenses and disbursements.
Add lines 24 and 25
779,560
72,287
0
707,273
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
557,185
b
Net investment income
(if negative, enter -0-)
1,022,056
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,236,176
345,533
345,533
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
8,759,249
9,103,084
12,002,802
c
Investments—corporate bonds (attach schedule)
.......
1,723,811
2,957,096
3,015,831
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
7,250
7,898
7,898
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
11,726,486
12,413,611
15,372,064
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
)
38,349
55,519
23
Total liabilities
(add lines 17 through 22)
.........
38,349
55,519
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
11,688,137
12,358,092
29
Total net assets or fund balances
(see instructions)
.....
11,688,137
12,358,092
30
Total liabilities and net assets/fund balances
(see instructions)
.
11,726,486
12,413,611
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
11,688,137
2
Enter amount from Part I, line 27a
.....................
2
557,185
3
Other increases not included in line 2 (itemize)
3
112,770
4
Add lines 1, 2, and 3
..........................
4
12,358,092
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
12,358,092
Form
990-PF
(2019)
Form 990-PF (2019)
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
2152 AMG MANAGERS PICTET INTL
P
2019-02-04
b
381 ARTISAN INTL VALUE FUND ADV
P
2019-09-17
c
4564 BROWN ADVISORY WMC JAPAN ALP
P
2019-02-04
d
160 DODGE & COX INTL STOCK FUND
P
2019-09-17
e
353 DOUBLELINE TOTAL RETURN BD FD C
P
2019-02-04
47 ISHARES JPMORGAN USD MTSBOND
P
2019-02-04
771 JPMORGAN CORE BOND I
P
2019-02-04
2459 JPMORGAN GLOBAL RESEARCH ENH
P
2019-09-17
1288 JPMORGAN US LARGE CAP CORE P
P
2019-02-04
1488 NEUBERGER BERMAN MULTI CAP
P
2019-02-04
1459 NEUBERGER BERMAN MULTI CAP O
P
2019-09-17
37192 PIMCO INCM INST CL
P
2019-09-17
32697 PIMCO INFLATION RESPONSE MULTI
P
2019-09-17
254 PRIMECAP ODYSSEY STOCK
P
2019-09-17
6453 VANGUARD TOTAL INTL STK INDEX A
P
2019-02-04
3780 VANGUARD TOTAL STOCK MKT INDEX
P
2019-02-04
17718 AMG MANAGERS PICTET INTL I
P
2019-02-04
5946 ARTISAN INTL VALUE FUND ADV
P
2019-09-17
10419 BROWN ADVISORY WMC JAPAN AL
P
2019-02-04
1029 CORNERSTONE ADV GLBL PUBLIC
P
2019-05-14
5481 DODGE & COX INTL STOCK FUND
P
2019-09-17
9296 DOUBLELINE TOTAL RETURN BD FD
P
2019-02-04
883 ISHARES JPMORGAN USD MTSBOND E
P
2019-02-04
25957 JP MORGAN CORE BOND I
P
2019-02-04
22573 JPMORGAN GLOBAL RESEARCH EN
P
2019-09-17
7595 JPMORGAN US LARGE CAP CORE P
P
2019-02-04
26024 NEUBERGER BERMAN HIGH INCM
P
2019-02-04
13160 NEUBERGER BERMAN MULTI CAP
P
2019-09-17
8503 PRIMECAP ODYSSEY STOCK
P
2019-09-17
SHORT-TERM INVEST-GR ADM
P
2019-01-07
SHORT-TERM INVEST-GR ADM
P
2019-04-01
SHORT-TERM INVEST-GR ADM
P
2019-07-01
SHORT-TERM INVEST-GR ADM
P
2019-01-07
SHORT-TERM INVEST-GR ADM
P
2019-04-01
SHORT-TERM INVEST-GR ADM
P
2019-07-01
SHORT-TERM INVEST-GR ADM
P
2019-10-07
VANGUARD HIGH DIV YIELD
P
2019-04-30
VANGUARD HIGH DIV YIELD
P
2019-04-30
MICROSOFT CORP
D
2019-09-12
MICROSOFT CORP
D
2019-12-06
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
18,614
17,109
1,505
b
13,285
12,330
955
c
29,822
30,839
-1,017
d
6,662
5,920
742
e
3,682
3,678
4
5,117
5,017
100
8,728
8,669
59
54,356
48,147
6,209
33,319
32,340
979
12,428
12,520
-92
28,173
23,520
4,653
444,432
443,830
602
266,796
257,060
9,736
8,568
7,424
1,144
176,291
170,147
6,144
257,125
254,006
3,119
153,254
160,000
-6,746
207,093
168,762
38,331
68,076
108,959
-40,883
12,485
11,176
1,309
227,735
183,702
44,033
96,758
105,392
-8,634
95,654
102,762
-7,108
293,564
305,000
-11,436
498,865
398,599
100,266
196,410
183,029
13,381
217,293
209,000
8,293
254,124
144,208
109,916
286,381
209,409
76,972
340
340
0
337
337
0
341
341
0
1,160
1,180
-20
1,179
1,191
-12
1,195
1,194
1
1,550
1,539
11
2,403
2,323
80
47,582
44,659
2,923
138,095
1,000
137,095
151,412
1,000
150,412
95,104
95,104
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
1,505
b
955
c
-1,017
d
742
e
4
100
59
6,209
979
-92
4,653
602
9,736
1,144
6,144
3,119
-6,746
38,331
-40,883
1,309
44,033
-8,634
-7,108
-11,436
100,266
13,381
8,293
109,916
76,972
0
0
0
-20
-12
1
11
80
2,923
137,095
150,412
95,104
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
738,130
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
...................
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?
Yes
No
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))
2018
557,887
13,576,877
0.041091
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
2
Total
of line 1, column (d)
.....................
2
0.243165
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
0.048633
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
14,082,731
5
Multiply line 4 by line 3
......................
5
684,885
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
10,221
7
Add lines 5 and 6
........................
7
695,106
8
Enter qualifying distributions from Part XII, line 4
,.............
8
718,276
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
10,221
here
and 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
10,221
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
10,221
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
15,038
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
5,500
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
20,538
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
10,317
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
10,317
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
WA
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 instructions
.................
12
Yes
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
RAO REMALA
Telephone no.
(425) 827-8255
Located at
11808 NORTHUP WAY SUITE 240
BELLEVUE
WA
ZIP+4
98005
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
,
WA
98005
SATYA K REMALA
TRUSTEE
2.00
0
0
0
C/O SMITH BUNDAY BERMAN BRITTON
11808 NORTHUP WAY SUITE 240
BELLEVUE
,
WA
98005
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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.
11,003
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
11,003
Form
990-PF
(2019)
Form 990-PF (2019)
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
14,137,178
b
Average of monthly cash balances
.......................
1b
152,437
c
Fair market value of all other assets (see instructions)
................
1c
7,574
d
Total
(add lines 1a, b, and c)
.........................
1d
14,297,189
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
14,297,189
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
214,458
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
14,082,731
6
Minimum investment return.
Enter 5% of line 5
..................
6
704,137
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
704,137
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
10,221
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
10,221
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
693,916
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
693,916
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
693,916
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
707,273
b
Program-related investments—total from Part IX-B
..................
1b
11,003
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
718,276
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
10,221
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
708,055
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
693,916
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
555,588
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
718,276
a
Applied to 2018, but not more than line 2a
555,588
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 2019 distributable amount
.....
162,688
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
531,228
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ALLIANCE FOR EDUCATION
509 OLIVE WAY 500
SEATTLE
,
WA
98101
NONE
501(C)(3)
TO ENSURE EVERY CHILD IN SEATTLE PUBLIC SCHOOLS IS PREPARED FOR SUCCESS IN COLLEGE, CAREER AND LIFE.
15,000
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FL 17
CHICAGO
,
IL
60601
NONE
501(C)(3)
TO LEAD THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA.
500
API CHAYA
PO BOX 14047
SEATTLE
,
WA
98114
NONE
501(C)(3)
TO END INTIMATE PARTNER VIOLENCE AND OTHER FORMS OF EXPLOITATION.
2,500
CHILDCARE RESOURCES
1225 S WELLER ST STE 300
SEATTLE
,
WA
98144
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.
1,000
CHILDHAVEN
316 BROADWAY
SEATTLE
,
WA
98122
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
CLIMATE SOLUTIONS
1402 THIRD AVENUE 1200
SEATTLE
,
WA
98101
NONE
501(C)(3)
ACCELERATING CLEAN ENERGY SOLUTIONS TO THE CLIMATE CRISIS.
250
CONSUMER CHECKBOOK
101 TRUMAN AVENUE
YONKERS
,
NY
10703
NONE
501(C)(3)
TO WORK FOR A FAIR, JUST, AND SAFE MARKETPLACE FOR ALL CONSUMER.TO PROVIDE TRUSTWORTHY PRODUCT INFORMATION.
250
EB RESEARCH PARTNERSHIP
132 EAST 43RD ST SUITE 432
NEW YORK
,
NY
10017
NONE
501(C)(3)
TO TREAT AND CURE EB AS QUICKLY AND EFFICIENTLY AS POSSIBLE.
350
EPIPHANY EARLY LEARNING PRESCHOOL
1805 38TH AVE
SEATTLE
,
WA
98122
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.
1,000
FOOD LIFELINE
1702 NE 150TH ST
SHORELINE
,
WA
98155
NONE
501(C)(3)
TO PROVIDE FOOD TO THOSE IN NEED.
500
FOREST RIDGE SCHOOL
4800 139TH AVENUE SE
BELLEVUE
,
WA
98006
NONE
501(C)(3)
TO SUPPORT EDUCATION AND SCHOLARSHIPS.
3,000
FRED HUTCHINSON CANCER RESEARCH CENTER
PO BOX 19024 J5-200
SEATTLE
,
WA
98109
NONE
501(C)(3)
TO SUPPORT RESEARCH, PREVENTION, DETECTION AND OF CANCER.
8,300
GEORGE WASHINGTON UNIVERSITY
2033 K STREET NW SUITE 300
WASHINGTON
,
DC
20052
NONE
501(C)(3)
TO PROVIDE THE HIGH-QUALITY EDUCATION.
2,500
GIDDENS SCHOOL
2120 21ST AVENUE SOUTH
SEATTLE
,
WA
98144
NONE
501(C)(3)
TO PROVIDE THE HIGH-QUALITY TEACHING AND LEARNING THAT CHILDREN DESERVE.
7,669
GRIST
1201 WESTERN AVE SUITE 410
SEATTLE
,
WA
98101
NONE
501(C)(3)
TO WORK TOWARD A PLANET THAT DOESN'T BURN AND A FUTURE THAT DOESN'T SUCK.
6,000
HABITAT FOR HUMANITY OF EAST KING COUNTY
PO BOX 817
REDMOND
,
WA
98073
NONE
501(C)(3)
TO CREAT A VARIETY OF HOUSING SOLUTIONS THROUGH NEW CONSTRUCTION RENOVATION AND REPAIR.
1,000
HOPELINK
16225 NE 87TH ST SUITE A-1
REDMOND
,
WA
98052
NONE
501(C)(3)
TO PROVIDE FOR EMERGENCY FOOD, CLOTHING AND SHELTER.
1,000
IAWW
PO BOX 404
BELLEVUE
,
WA
98009
NONE
501(C)(3)
TO PROVIDE SENIOR SUPPORT SERVICES INCLUDING LEGAL (IMMIGRATION AND FAMILY LEGAL) CLINICS, WELLNESS.
2,500
KBTC
2320 S 19TH ST
TACOMA
,
WA
98405
NONE
501(C)(3)
TO INSPIRE, ENRICH, AND EDUCATE.
250
KIDS QUEST MUSEUM
1116 108TH AVE NE
BELLEVUE
,
WA
98004
NONE
501(C)(3)
TO ENCOURAGE LEARNING THROUGH PLAY WITH AN EMPHASIS ON SCIENCE, TECHNOLOGY, ENGINEERING, ART AND MATH
250
KIRAN ANJALI PROJECT
PO BOX 757
MERCER ISLAND
,
WA
98040
NONE
501(C)(3)
TO PROVIDE EDUCATION AND JOB TRAINING TO UNDERPRIVILEGED CHILDREN.
1,000
LEAGUE OF EDUCATION VOTERS FOUNDATION
2734 WESTLAKE AVE N
SEATTLE
,
WA
98109
NONE
501(C)(3)
TO HELP STUDENTS IN WASHINGTON ACCESS TO AN EXCELLENT PUBLIC EDUCATION.
750
LEUKEMIA & LYMPHOMA SOCIETY
123 NW 36TH ST 100
SEATTLE
,
WA
98107
NONE
501(C)(3)
TO FIGHT AGAINST LEUKEMIA, LYMPHOMA AND MYELOMA AND TO IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES.
5,000
LIFELONG
210 SOUTH LUCILE STREET
SEATTLE
,
WA
98108
NONE
501(C)(3)
TO REMOVE BARRIERS TO HEALTH WITH RELENTLESS COMPASSION SO THAT NO ONE FACES ILLNESS AND INJUSTICE ALONE.
500
MARY'S PLACE
PO BOX 1711
SEATTLE
,
WA
98111
NONE
501(C)(3)
TO SUPPORT GENERAL OPERATIONS OF OUR HEALTH SERVICES TEAM.
25,000
MID SOUND FISHERIES ENHANCEMENT GROUP
7400 SAND POINT WAY 202
SEATTLE
,
WA
98115
NONE
501(C)(3)
TO RESTORE LOCAL STREAM AND NEAR-SHORE HABITAT, SO SALMON CAN THRIVE.
1,000
MILLIONAIR CLUB CHARITY
2515 WESTERN AVE
SEATTLE
,
WA
98121
NONE
501(C)(3)
TO PROVIDE MEALS & HYGIENE FACILITIES TO THE HOMELESS.
500
NEIGHBORCARE HEALTH
1200 12TH AVENUE S SUITE 901
SEATTLE
,
WA
98144
NONE
501(C)(3)
TO PROVIDE COMPREHENSIVE HEALTH CARE TO FAMILIES AND INDIVIDUALS WHO HAVE DIFFICULTY ACCESSING CARE
1,000
NFIA
19300 TATTERSHALL DR
GERMANTOWN
,
MD
20874
NONE
501(C)(3)
TO PROMOTE AND FOSTER GOODWILL BETWEEN THE PEOPLE OF THE UNITED STATES & THE PEOPLE OF INDIA.
2,000
NORTHWEST FOLKLIFE
305 HARRISON STREET
SEATTLE
,
WA
98109
NONE
501(C)(3)
TO SHARE AND SUSTAIN THE VITALITY OF FOLK, ETHNIC AND ARTISTIC COMMUNITIES.
500
NORTHWEST HARVEST
PO BOX 12272
SEATTLE
,
WA
98102
NONE
501(C)(3)
TO PROVIDE FOOD TO THOSE IN NEED.
500
OPEN ARMS' PERINATAL SERVICES
2524 16TH AVE S 207
SEATTLE
,
WA
98144
NONE
501(C)(3)
TO CREATE THE POSSIBILITY FOR EVERY PARENT AND CHILD TO MEET THE CHALLENGES OF LIFE WITH COURAGE AND RESILIENCY.
1,030
OVERLAKE HOSPITAL FOUNDATION
1035 116TH AVE NE
BELLEVUE
,
WA
98004
NONE
501(C)(3)
TO PROVIDE MEDICAL EXCELLENCE EVERY DAY.
60,421
PARTNERS AT LOWELL SCHOOL
1058 E MERCER ST
SEATTLE
,
WA
98102
NONE
501(C)(3)
TO HELP MAKE LOWELL AN ENVIRONMENT WHERE STUDENTS CAN LEARN AND GROW.
1,000
PHILANTHROPY NORTHWEST
2101 4TH AVE 650
SEATTLE
,
WA
98121
NONE
501(C)(3)
TO SUPPORT A MORE VIBRANT, EQUITABLE REGION AND WORLD.
2,595
PLANNED PARENTHOOD
2001 EAST MADISON STREET
SEATTLE
,
WA
98122
NONE
501(C)(3)
TO DELIVER VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF PEOPLE WORLDWIDE.
2,500
PRATHAM USA
9703 RICHMOND AVE 102
HOUSTON
,
TX
77042
NONE
501(C)(3)
TO PROVIDE EDUCATION TO CHILDREN IN MUMBAI SLUMS, PRATHAM
25,000
RAINIER PREP
10211 12TH AVE S
SEATTLE
,
WA
98168
NONE
501(C)(3)
TO HELP COLLEGE PREP FOR ALL STUDENTS.
2,500
RAINIER SCHOLARS
2100 24TH AVE S 360
SEATTLE
,
WA
98144
NONE
501(C)(3)
TO OFFER A PATHWAY TO COLLEGE GRADUATION FOR HARD-WORKING, LOW-INCOME STUDENTS OF COLOR.
2,500
ROAD SCHOLAR
11 AVENUE DE LAFAYETTE
BOSTON
,
MA
02111
NONE
501(C)(3)
TO INSPIRE ADULTS TO LEARN, DISCOVER AND TRAVEL.
250
RWANDA GIRLS INITIATIVE
PO BOX 325
MEDINA
,
WA
98039
NONE
501(C)(3)
TO EDUCATE AND EMPOWER GIRLS OF RWANDA TO REACH THEIR HIGHEST POTENTIAL.
2,855
SEATTLE CHILDREN HOSPITAL
4800 SAND POINT WAY NE
SEATTLE
,
WA
98105
NONE
501(C)(3)
TO SUPPORT RESEARCH, DIAGNOSIS & TREATMENT FOR CHILDREN.
10,000
SEATTLE FOUNDATION
1200 FIFTH AVENUE SUITE 1300
SEATTLE
,
WA
98101
NONE
501(C)(3)
TO IMPROVE THE QUALITY OF LIFE IN KING COUNTY.
149,900
SEATTLE GOODWILL
1765 6TH AVENUE SOUTH
SEATTLE
,
WA
98134
NONE
501(C)(3)
TO ASSIST PEOPLE AND FAMILIES IN NEED.
1,000
SEATTLE HUMANE SOCIETY
13212 SE EASTGATE WAY
BELLEVUE
,
WA
98005
NONE
501(C)(3)
TO BRING PEOPLE AND PETS TOGETHER AND KEEP THEM TOGETHER.
6,513
SEATTLE SYMPHONY
200 UNIVERSITY ST
SEATTLE
,
WA
98101
NONE
501(C)(3)
TO UNLEASHE THE POWER OF MUSIC, BRINGS PEOPLE TOGETHER, AND LIFTS THE HUMAN SPIRIT.
1,500
SOLID GROUND
1501 NORTH 45TH STREET
SEATTLE
,
WA
98103
NONE
501(C)(3)
TO WORK TO END POVERTY AND UNDO RACISM AND OTHER OPPRESSIONS THAT ARE ROOT CAUSES OF POVERTY.
1,000
SOUND DISCIPLINE
3250 AIRPORT WAY SOUTH SUITE 224
SEATTLE
,
WA
98134
NONE
501(C)(3)
TO EMPOWER EDUCATORS, PARENTS AND CAREGIVERS TO CREATE RESPECTFUL, EQUITABLE COMMUNITIES IN WHICH ALL CHILDREN THRIVE.
6,000
SPECIAL OLYMPICS WASHINGTON
2150 N 107TH ST SUITE 220
SEATTLE
,
WA
98133
NONE
501(C)(3)
TO PROVIDE TRAINING AND HEALTH EDUCTION TO PEOPLE WITH DISABILITIES.
500
SPLASH
1326 5TH AVE STE 300
SEATTLE
,
WA
98101
NONE
501(C)(3)
TO CREATE SAFE WATER PROJECTS, AT SCALE, IN RESOURCE POOR CITIES
10,000
SRI VENKATESWARA TEMPLE
18109 NE 76TH ST 108
REDMOND
,
WA
98052
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.
201
SUMMER SEARCH
635 ANDOVER PARK WEST
TUKWILA
,
WA
98188
NONE
501(C)(3)
TO SUPPORT YOUNG PEOPLE TO THRIVE.
5,000
SVETA TEMPLE
18109 NE 76TH ST 105
REDMOND
,
WA
98052
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.
151
SVS BALAJI TEMPLE
1145 SULLIVAN RD
AURORA
,
IL
60506
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
151
THE FORGOTTEN CHILDREN'S FUND
PO BOX 9936
SEATTLE
,
WA
98109
NONE
501(C)(3)
TO GIVE DESERVING CHILDREN AND THEIR FAMILIES A TRULY MERRY CHRISTMAS.
200
THE SOPHIA WAY
11061 NE 2ND ST 223
BELLEVUE
,
WA
98004
NONE
501(C)(3)
TO SUPPORT SINGLE ADULT WOMEN.
500
THE WATER PROJECT
PO BOX 3353
CONCORD
,
NH
03302
NONE
501(C)(3)
TO PROVIDE RELIABLE WATER PROJECTS TO COMMUNITIES IN SUB-SAHARAN AFRICA WHO SUFFER NEEDLESSLY FROM A LACK OF ACCESS TO CLEAN WATER AND PROPER SANITATION.
500
UNITED WAY OF KING COUNTY
720 SECOND AVENUE
SEATTLE
,
WA
98104
NONE
501(C)(3)
TO ENHANCE THE ABILITY FOR PEOPLE TO SUPPORT EACH OTHER.
224,090
UNIVERSITY OF WASHINGTON
1200 FIFTH AVENUE SUITE 500
SEATTLE
,
WA
98101
NONE
501(C)(3)
TO SUPPORT COMPUTER SCIENCE SCHOLARSHIPS & ENGINEERING.
58,000
UPAYA SOCIAL VENTURES
PO BOX 9603
SEATTLE
,
WA
98109
NONE
501(C)(3)
TO CREATE DIGNIFIED JOBS BY PARTNERING WITH EARLY-STAGE ENTREPRENEURS TO SCALE THEIR BUSINESSES, EMPLOYING MORE PEOPLE IN THEIR COMMUNITIES
1,250
VILLAGE THEATRE
303 FRONT STREET NORTH
ISSAQUAH
,
WA
98027
NONE
501(C)(3)
TO OFFER THE HIGHEST QUALITY PERFORMING ARTS PROGRAMS.
500
VILLAGEREACH
2900 EASTLAKE AVE E 230
SEATTLE
,
WA
98102
NONE
501(C)(3)
TO TRANSFORM HEALTH CARE DELIVERY TO REACH EVERYONE.
6,000
VIRGINIA MASON FOUNDATION
PO BOX 1930
SEATTLE
,
WA
98111
NONE
501(C)(3)
TO ENHANCE THE LEVEL OF PHILANTHROPIC SUPPORT FOR EXTRAORDINARY PATIENT CARE
2,500
WA STATE OPPORTUNITY SCHOLARSHIP
1414 31ST AVE SUITE 302
SEATTLE
,
WA
98144
NONE
501(C)(3)
TO HELP LOW- AND MIDDLE-INCOME WASHINGTON STUDENTS EARN DEGREES, CERTIFICATES OR APPRENTICESHIPS IN HIGH-DEMAND TRADE, HEALTH CARE OR STEM FIELDS AND LAUNCH CAREERS IN WASHINGTON STATE.
958
WA STATE PARKS FOUNDATION
1752 NW MARKET ST 744
SEATTLE
,
WA
98107
NONE
501(C)(3)
TO ENSURE A VIBRANT WASHINGTON STATE PARKS SYSTEM FOR GENERATIONS TO ENJOY.
500
WASHINGTON STEM
210 S HUDSON STREET
SEATTLE
,
WA
98134
NONE
501(C)(3)
TO CREAT EQUITY AND ECONOMIC OPPORTUNITY IN STEM EDUCATION.
125
WASHINGTON TRAILS ASSOCIATION
2019 THIRD AVE SUITE 100
SEATTLE
,
WA
98121
NONE
501(C)(3)
TO PROTECT HIKING TRAILS AND WILDERNESS.
2,500
WASHINGTON WILDLIFE & RECREATION COALITION
1402 3RD AVE 507
SEATTLE
,
WA
98101
NONE
501(C)(3)
TO ENSURE ROBUST FUNDING FOR WASHINGTON'S GREAT OUTDOORS BY UNIFYING DISPARATE VOICES THROUGH EDUCATION AND ADVOCACY.
500
WEATHERHILL NATURE PRESERVE
4030 95TH NE
YARROW POINT
,
WA
98004
NONE
501(C)(3)
TO PROVIDE SUPPORT FOR MAINTENANCE OF THE PRESERVE.
300
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREET SUITE 1600
SAN FRANCISCO
,
CA
94104
NONE
501(C)(3)
TO HELP EVERYONE SHARE IN THE SUM OF ALL KNOWLEDGE.
100
YARROW POINT COMMUNITY ASSOCIATION
9030 NE 34TH ST
BELLEVUE
,
WA
98004
NONE
501(C)(3)
TO PROVIDE BETTER SERVICES TO COMMUNITY.
250
YOUTH CARE
2500 NE 54TH STREET
SEATTLE
,
WA
98105
NONE
501(C)(3)
TO HELP HOMELESS YOUNG PEOPLE MOVE OFF THE STREETS AND PREPARE FOR LIFE.
2,500
ZENO
1404 E YESLER WAY SUITE 204
SEATTLE
,
WA
98122
NONE
501(C)(3)
TO SUPPORT CHILDREN TO DEVELOP THEIR MATH SKILLS.
2,500
WELL SPRING FAMILY SERVICES
1900 RAINIER AVENUE SOUTH
SEATTLE
,
WA
98144
NONE
501(C)(3)
TO TOUCH AND BRING FORTH THE WELLSPRING OF PERSONAL BEING UNIQUE TO EACH INDIVIDUAL, GIVING HOPE TO EACH PERSON AND FAMILY IN OUR CARE.
10,000
Total
.................................
3a
698,909
b
Approved for future payment
MARY'S PLACE
PO BOX 1711
SEATTLE
,
WA
98111
NONE
501(C)(3)
TO SUPPORT GENERAL OPERATIONS OF OUR HEALTH SERVICES TEAM.
25,000
Total
.................................
3b
25,000
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
162
4
Dividends and interest from securities
....
14
356,051
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
560,682
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
916,895
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
916,895
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description