Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
GUPTA FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)999 3RD AVENUE 3050
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98104
A Employer identification number

83-2870553
B Telephone number (see instructions)

(206) 462-7400
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$27,865,041J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 612,955 612,955  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,704,026
b Gross sales price for all assets on line 6a 14,527,714
7 Capital gain net income (from Part IV, line 2)... 1,704,026
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)....... Click to see attachment
List of Attached Documents:
// Content
13,216 13,216  
12 Total. Add lines 1 through 11........ 2,330,197 2,330,197  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
270 135   135
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,445 2,723   2,723
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
29,746 29,746   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,703 24,703   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,164 57,307   2,858
25 Contributions, gifts, grants paid....... 2,130,000 2,130,000
26 Total expenses and disbursements. Add lines 24 and 25 2,190,164 57,307   2,132,858
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 140,033
b Net investment income (if negative, enter -0-) 2,272,890
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 414,579 65,970 65,970
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 18,715,538 Click to see attachment
List of Attached Documents:
// Content
16,451,559 		21,378,365
c Investments—corporate bonds (attach schedule)....... 3,680,889 Click to see attachment
List of Attached Documents:
// Content
6,058,742 		6,032,881
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 50,000 Click to see attachment
List of Attached Documents:
// Content
359,292 		387,825
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,861,006 22,935,563 27,865,041
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 22,861,006 22,935,563
29 Total net assets or fund balances (see instructions)..... 22,861,006 22,935,563
30 Total liabilities and net assets/fund balances (see instructions). 22,861,006 22,935,563
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
22,861,006
2
Enter amount from Part I, line 27a .....................
2
140,033
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,001,039
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
65,476
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,935,563
Form 990-PF (2024)
Form 990-PF (2024)
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 BAIRD SHORT-TERM BOND P 2024-09-25 2024-12-04
b BAIRD SHORT-TERM BOND P 2024-04-15 2024-11-21
c BAIRD SHORT-TERM BOND P 2024-02-15 2024-11-21
d BAIRD SHORT-TERM BOND P 2024-02-14 2024-12-04
e BAIRD SHORT-TERM BOND P 2024-02-14 2024-11-21
DODGE & COX INCOME P 2024-09-25 2024-12-17
DODGE & COX INCOME P 2024-09-25 2024-12-04
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2023-07-27 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2023-07-27 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2023-07-27 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2023-07-27 2024-02-14
ISHARES MSCI ACWI ETF P 2023-07-27 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2023-09-25 2024-02-14
POLARIS GLOBAL VALUE P 2023-09-25 2024-02-14
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY ETF P 2023-07-27 2024-02-14
ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL SHARES P 2022-12-21 2024-09-25
ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL SHARES P 2021-12-31 2024-09-25
ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL SHARES P 2021-12-22 2024-09-25
ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL SHARES P 2021-01-21 2024-05-09
ABSOLUTE CONVERTIBLE ARBITRAGE FUND INSTITUTIONAL SHARES P 2021-01-21 2024-09-25
BAIRD ULTRA-SHORT BOND INSTITUTIONAL P 2021-12-31 2024-07-16
BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL P 2022-12-21 2024-09-25
BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL P 2021-12-31 2024-09-25
BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL P 2020-11-19 2024-09-25
BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL P 2020-11-16 2024-09-25
BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL P 2019-12-31 2024-09-25
BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL P 2019-10-31 2024-05-09
BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL P 2019-10-31 2024-09-25
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2023-02-01 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2021-12-31 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2020-12-30 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2019-12-31 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2019-10-21 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2019-09-16 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2019-08-14 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2019-07-15 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2019-06-14 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2019-05-15 2024-02-14
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EXUS) ETF P 2019-03-19 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2022-06-27 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2021-12-31 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2021-01-04 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2019-12-31 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2019-10-21 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2019-09-16 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2019-08-14 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2019-07-15 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2019-06-14 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2019-05-15 2024-02-14
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF P 2019-04-15 2024-02-14
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-07-27 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-02-01 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2021-12-31 2024-12-16
ISHARES CORE MSCI EMERGING MARKETS ETF P 2021-12-31 2024-04-02
ISHARES CORE MSCI EMERGING MARKETS ETF P 2021-12-31 2024-11-21
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-12-31 2024-12-16
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-12-31 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-10-21 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-09-16 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-08-14 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-07-15 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-06-14 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-05-15 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-04-15 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-03-19 2024-12-18
ISHARES CORE MSCI EMERGING MARKETS ETF P 2019-02-15 2024-12-18
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF P 2021-12-31 2024-11-21
MORGAN STANLEY GLOBAL FRANCHISE P 2021-12-31 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-12-31 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-10-28 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-10-13 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-09-28 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-09-11 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-08-28 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-08-13 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-07-30 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-07-15 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-06-30 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-06-15 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-05-29 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-05-15 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2020-04-30 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-12-31 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-10-21 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-09-16 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-08-14 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-07-15 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-06-14 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-05-15 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-04-15 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-03-19 2024-02-14
MORGAN STANLEY GLOBAL FRANCHISE P 2019-02-15 2024-02-14
MUZINICH CREDIT OPPORTUNITY FUND P 2019-12-17 2024-12-04
POLARIS GLOBAL VALUE P 2021-12-31 2024-02-14
POLARIS GLOBAL VALUE P 2020-10-28 2024-02-14
POLARIS GLOBAL VALUE P 2020-10-13 2024-02-14
POLARIS GLOBAL VALUE P 2020-09-28 2024-02-14
POLARIS GLOBAL VALUE P 2020-09-11 2024-02-14
POLARIS GLOBAL VALUE P 2020-08-28 2024-02-14
POLARIS GLOBAL VALUE P 2020-08-13 2024-02-14
POLARIS GLOBAL VALUE P 2020-07-30 2024-02-14
POLARIS GLOBAL VALUE P 2020-07-15 2024-02-14
POLARIS GLOBAL VALUE P 2020-06-30 2024-02-14
POLARIS GLOBAL VALUE P 2020-06-15 2024-02-14
POLARIS GLOBAL VALUE P 2020-05-29 2024-02-14
POLARIS GLOBAL VALUE P 2020-05-15 2024-02-14
POLARIS GLOBAL VALUE P 2020-04-30 2024-02-14
POLARIS GLOBAL VALUE P 2019-12-31 2024-02-14
POLARIS GLOBAL VALUE P 2019-10-21 2024-02-14
POLARIS GLOBAL VALUE P 2019-09-16 2024-02-14
POLARIS GLOBAL VALUE P 2019-08-14 2024-02-14
POLARIS GLOBAL VALUE P 2019-07-15 2024-02-14
POLARIS GLOBAL VALUE P 2019-06-14 2024-02-14
POLARIS GLOBAL VALUE P 2019-05-15 2024-02-14
POLARIS GLOBAL VALUE P 2019-04-15 2024-02-14
POLARIS GLOBAL VALUE P 2019-03-19 2024-02-14
POLARIS GLOBAL VALUE P 2019-02-15 2024-02-14
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY ETF P 2023-02-01 2024-02-14
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY ETF P 2021-12-31 2024-02-14
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY ETF P 2019-12-31 2024-02-14
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY ETF P 2019-09-16 2024-02-14
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY ETF P 2019-08-14 2024-02-14
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY ETF P 2019-05-15 2024-02-14
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY ETF P 2019-02-15 2024-02-14
VANGUARD S&P 500 INDEX ADMIRAL P 2023-07-27 2024-12-04
VANGUARD S&P 500 INDEX ADMIRAL P 2023-07-27 2024-11-21
VANGUARD S&P 500 INDEX ADMIRAL P 2023-02-01 2024-12-04
VANGUARD S&P 500 INDEX ADMIRAL P 2021-12-31 2024-11-21
SCHWAB FUNDAMENTAL US SMALL COM P 2019-12-31 2024-04-02
SCHWAB FUNDAMENTAL US SMALL COM P 2019-12-31 2024-11-22
(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 100,000   100,759 -759
b 45,814   40,158 5,656
c 87,707   75,272 12,435
d 100,238   83,740 16,498
e 525,473   447,267 78,206
90,000   92,237 -2,237
425,000   430,355 -5,355
19   20 -1
145,200   148,138 -2,938
20   20 0
417,352   418,934 -1,582
860,169   819,209 40,960
487,831   445,000 42,831
485,643   445,000 40,643
50,621   52,035 -1,414
142,869   136,000 6,869
142,862   140,000 2,862
146,594   143,400 3,194
25,000   25,083 -83
316,503   312,917 3,586
150,000   148,839 1,161
129,593   122,000 7,593
125,920   122,000 3,920
56,009   54,000 2,009
15,531   15,000 531
158,498   150,000 8,498
25,000   24,703 297
256,185   248,441 7,744
33,188   32,975 213
98,708   111,668 -12,960
5,413   5,800 -387
159,263   174,536 -15,273
29,156   31,018 -1,862
29,637   30,830 -1,193
30,945   30,800 145
29,183   31,038 -1,855
80,553   85,024 -4,471
22,134   23,038 -904
16,847   17,937 -1,090
8,291   6,965 1,326
79,947   80,822 -875
9,969   7,887 2,082
893,435   595,630 297,805
117,734   72,938 44,796
114,569   72,892 41,677
125,624   72,400 53,224
120,599   72,984 47,615
229,791   135,086 94,705
70,751   40,592 30,159
94,318   55,159 39,159
342,761   330,577 12,184
84,890   81,399 3,491
37,167   40,567 -3,400
100,248   116,059 -15,811
249,399   276,346 -26,947
63,009   61,469 1,540
240,701   242,122 -1,421
40,792   38,839 1,953
40,792   38,446 2,346
44,312   38,746 5,566
40,419   39,193 1,226
96,782   90,028 6,754
33,327   31,091 2,236
30,981   30,885 96
31,514   30,971 543
65,214   61,753 3,461
200,567   205,004 -4,437
141,002   146,852 -5,850
113,828   100,000 13,828
12,113   10,000 2,113
11,313   10,000 1,313
5,819   5,000 819
5,773   5,000 773
5,614   5,000 614
5,783   5,000 783
5,830   5,000 830
5,920   5,000 920
12,353   10,000 2,353
12,689   10,000 2,689
12,595   10,000 2,595
13,378   10,000 3,378
8,503   6,500 2,003
336,130   270,000 66,130
38,092   30,000 8,092
38,589   30,000 8,589
38,913   30,000 8,913
37,502   30,000 7,502
32,283   25,000 7,283
39,756   30,000 9,756
40,313   30,000 10,313
40,667   30,000 10,667
85,568   60,000 25,568
200,000   226,548 -26,548
208,118   217,546 -9,428
19,664   15,000 4,664
18,908   15,000 3,908
19,731   15,000 4,731
19,287   15,000 4,287
18,839   15,000 3,839
18,901   15,000 3,901
19,765   15,000 4,765
19,739   15,000 4,739
13,727   10,000 3,727
13,600   10,000 3,600
13,995   10,000 3,995
15,699   10,000 5,699
19,866   13,500 6,366
289,472   260,000 29,472
34,378   30,000 4,378
34,752   30,000 4,752
37,529   30,000 7,529
34,700   30,000 4,700
35,856   30,000 5,856
35,898   30,000 5,898
34,532   30,000 4,532
35,095   30,000 5,095
72,291   60,000 12,291
977   977 0
38,631   42,992 -4,361
50,688   49,884 804
5,759   5,313 446
17,311   14,875 2,436
25,428   23,101 2,327
50,789   46,446 4,343
42,419   31,576 10,843
1,454,961   1,108,424 346,537
107,581   72,700 34,881
345,041   276,000 69,041
98,245   71,424 26,821
250,635   211,989 38,646
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       -759
b       5,656
c       12,435
d       16,498
e       78,206
      -2,237
      -5,355
      -1
      -2,938
      0
      -1,582
      40,960
      42,831
      40,643
      -1,414
      6,869
      2,862
      3,194
      -83
      3,586
      1,161
      7,593
      3,920
      2,009
      531
      8,498
      297
      7,744
      213
      -12,960
      -387
      -15,273
      -1,862
      -1,193
      145
      -1,855
      -4,471
      -904
      -1,090
      1,326
      -875
      2,082
      297,805
      44,796
      41,677
      53,224
      47,615
      94,705
      30,159
      39,159
      12,184
      3,491
      -3,400
      -15,811
      -26,947
      1,540
      -1,421
      1,953
      2,346
      5,566
      1,226
      6,754
      2,236
      96
      543
      3,461
      -4,437
      -5,850
      13,828
      2,113
      1,313
      819
      773
      614
      783
      830
      920
      2,353
      2,689
      2,595
      3,378
      2,003
      66,130
      8,092
      8,589
      8,913
      7,502
      7,283
      9,756
      10,313
      10,667
      25,568
      -26,548
      -9,428
      4,664
      3,908
      4,731
      4,287
      3,839
      3,901
      4,765
      4,739
      3,727
      3,600
      3,995
      5,699
      6,366
      29,472
      4,378
      4,752
      7,529
      4,700
      5,856
      5,898
      4,532
      5,095
      12,291
      0
      -4,361
      804
      446
      2,436
      2,327
      4,343
      10,843
      346,537
      34,881
      69,041
      26,821
      38,646
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 1,704,026
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 31,593
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 31,593
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 31,593
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 24,069
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,069
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 249
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 22,227
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow22,227 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowROB LANE Telephone no.right arrow (206) 462-7400

Located atright arrow999 3RD AVENUE SUITE 3050SEATTLEWA ZIP+4right arrow98104
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
SACHIN GUPTA DIRECTOR
1.00 		0 0 0
999 THIRD AVENUE SUITE 3050
SEATTLE,WA98104
PRERNA GUPTA DIRECTOR
1.00 		0 0 0
999 THIRD AVENUE SUITE 3050
SEATTLE,WA98104
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
23,530,667
b
Average of monthly cash balances.......................
1b
675,614
c
Fair market value of all other assets (see instructions)................
1c
4,341,347
d
Total (add lines 1a, b, and c).........................
1d
28,547,628
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
28,547,628
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
428,214
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,119,414
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,405,971
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,405,971
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
31,593
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,593
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,374,378
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,374,378
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 XII, line 1 ...
7
1,374,378
Part XI
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
2,132,858
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
2,132,858
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,374,378
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,018,130
b Total for prior years:2022, 2021, 20 764,119
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,132,858
a Applied to 2023, but not more than line 2a 1,018,130
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
764,119
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 350,609
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,023,769
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
SACHIN GUPTA
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 right arrow 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
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

COASTAL EDUCATIONAL FOUNDATION

PO BOX 261954
CONWAY,SC29528 		NONE PC TO SUPPORT COASTAL CAROLINA UNIVERSITY THROUGH SCHOLARSHIPS & PROGRAMS. 200,000

SCHWAB CHARITABLE FUND (DAFGIVING360)

PO BOX 628298
ORLANDO,FL32862 		NONE PC TO SUPPORT APPROVED GRANTS TO IRS-APPROVED PUBLIC CHARITIES 1,830,000

UNIVERSITY OF WASHINGTON

PO BOX 351210 401 ADMISTRATIVE
BUILDING AI-10
SEATTLE,WA98195 		NONE PC TO SUPPORT THE UNIVERSITY OF WASHINGTON THROUGH SCHOLARSHIPS & PROGRAMS. 100,000
Total .................................right arrow 3a 2,130,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 612,955  
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 .....     18 13,216  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,704,026  
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 2,330,197 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,330,197
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,445 2,723   2,723

TY 2024 AppliedToPriorYearElection
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Election:
AN APPROPRIATE FOUNDATION MANAGER HAS ELECTED UNDER TREAS. REG. 53.4942(A)-3(D)(2) TO TREAT $65,326 OF QUALIFYING DISTRIBUTIONS MADE IN THE CALENDAR YEAR ENDING 12/31/24 AS MADE OUT OF THE UNDISTRIBUTED INCOME OF 2021, AND $698,793 OF QUALIFYING DISTRIBUTIONS MADE IN THE CALENDAR YEAR ENDING 12/31/24 AS MADE OUT OF THE UNDISTRIBUTED INCOME OF TAX YEAR 2022. SEE ATTACHMENT 1 FOR ADDITIONAL DETAILS, INCLUDING THE SIGNATURE OF THE FOUNDATION MANAGER MAKING SUCH ELECTION.

TY 2024 InvestmentsCorpBondsSchedule
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Name of Bond End of Year Book Value End of Year Fair Market Value
BAIRD SHORT-TERM BOND FUND 569,468 568,590
MUZINICH CREDIT OPPORTUNITY FUND 646,013 622,471
BAIRD INTERMEDIATE BOND 3,344,100 3,346,565
BAIRD ULTRA SHORT BOND INSTITUTIONAL 1,499,161 1,495,255

TY 2024 InvestmentsCorpStockSchedule
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Name of Stock End of Year Book Value End of Year Fair Market Value
INFINITY Q DIVERSIFIED ALPHA FUND INSTITUTIONAL 152,949 964
SCHWAB FUNDAMENTAL US SMALL COMPANY ETF 616,638 935,837
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 3,423,351 3,682,720
VANGUARD S&P 500 INDEX ADMIRAL 5,270,300 9,381,969
DFA INTERNATIONAL HIGH PROFITABLITY ETF 2,433,854 2,390,618
DFA US HIGH PROFITABILITY ETF 3,477,059 3,943,935
DODGE & COX INCOME 1,077,408 1,042,322

TY 2024 InvestmentsOtherSchedule2
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VENTRK INVESTMENTS AT COST 50,000 50,000
VISTA CAPITAL SOLUTIONS FUND A AT COST 309,292 337,825

TY 2024 LegalFeesSchedule
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 270 135   135


TY 2024 OtherDecreasesSchedule
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Description Amount
UNREALIZED GAIN (LOSS) 65,476


TY 2024 OtherExpensesSchedule
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER DEDUCTIONS 9,855 9,855   0
FOREIGN TAX PAID 14,848 14,848   0


TY 2024 OtherIncomeSchedule2
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY INC/LOSS FROM A QEF 13,216 13,216 13,216


TY 2024 OtherProfessionalFeesSchedule
Name:
GUPTA FAMILY FOUNDATION
EIN:
83-2870553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT & CUSTODIAN FEES 29,746 29,746   0