2022-09-13T11:23:06-05:00 2020-12-31 264691602 HERSMAN SERLES ALMOND LLC PO BOX 789 KIRKLAND WA 980830789 990 2020-01-01 831718168 EXCELLENCE INITIATIVE EXCE 4254448808 4324 HUNTS POINT RD HUNTS POINT WA 98004 RAJEEV AGARWAL PRESIDENT 4254448808 2022-09-12 1 RAJEEV AGARWAL 999009999 DAVID E HEYTING P01303195 4258226557 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z RAJEEV AGARWAL 4324 HUNTS POINT RD HUNTS POINT WA 98004 11935064 0 X N/A X 2018 WA TO PROMOTE EXCELLENCE IN ARTS, SCIENCE, EDUCATION AND CULTURE. 4 4 0 0 0 0 5406000 7794737 0 0 0 98712 6 5 5406006 7893454 2251 15801 0 0 0 0 0 0 0 85 23628 2336 39429 5403670 7854025 5444572 13298597 0 0 5444572 13298597 TO PROMOTE EXCELLENCE IN ARTS, SCIENCE, EDUCATION AND CULTURE. 0 0 SUPPORT FOR EDUCATIONAL PROGRAMS FOR THOUSANDS OF LOW-INCOME STUDENTS GLOBALLY 12801 12801 SUPPORT FOR CAPACITY AND QUALITY IMPROVEMENTS IN HEALTHCARE GLOBALLY SUPPORT FOR STEM EDUCATION AND MENTAL HEALTH 3000 3000 3000 3000 15801 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 WA X RAJEEV AGARWAL 4254448808 4324 HUNTS POINT RD HUNTS POINT WA 98004 X RAJEEV AGARWAL PRESIDENT & TREASURER 2.00 X X 0 0 0 ARPITA AGARWAL DIRECTOR 2.00 X 0 0 0 JAY BENSAL DIRECTOR 1.00 X 0 0 0 SHELLY BENSAL DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 7794737 7543737 7794737 73112 73112 4052601 14609 4041610 0 10991 14609 25600 25600 GIFT CARD 900099 5 5 5 7893454 98717 0 0 X 11901 11901 3900 3900 2500 2500 21128 21128 39429 15801 23628 0 5401566 2649577 43006 135742 10513278 5444572 13298597 0 0 X 0 0 0 0 5444572 13298597 5444572 13298597 5444572 13298597 7854025 0 X 0 0 0 X 5406000 7794737 13200737 5406000 7794737 13200737 0 0 0 13200737 5406000 7794737 13200737 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 JPM PRIME MM FD 1861 C MICROSOFT CORP 1599450 C AMERN HONDA FIN 12029 C WELLS FARGO & CO 22081 C HUNTINGTON BANCSHARES 14069 C AON PLC 19083 C CITIGROUP INC 9053 C ALLY FINL INC 13090 C ALTRIA GROUP 19287 C CITIZENS BK NA 13090 C ABBVIE INC 14082 C HASBRO INC 17102 C AMERN EXPRESS CO 8081 C HSBC HOLDINGS 13126 C KEURIG DR PEPPER 19238 C CVS HEALTH CORP 21135 C UT ACQUISITION SUB 28295 C GEN MOTORS 32297 C DISCOVER BK 23359 C CIGNA CORP 16344 C XYLEM INC 13386 C KINDER MORGAN ENER PART 19471 C PUB SVC ENTERPRISE 31395 C WALGREENS BOOTS ALLIANCE 19385 C ROPER TECH INC 20379 C MOLSON COORS BEVERAGE 27204 C BP CAP MARKETS AMER 42483 C EASTMEN CHEM CO 20527 C CITIGROUP INC 13489 C FEDEX CORP 26808 C GOLDMAN SACHS GROUP 11606 C CATERPILLAR FINL SVC 20589 C ROCK TENN CO 26216 C WESTIN UN CO 30952 C NEXTERA ENERGY CAP 17506 C PROGRESS ENERGY INC 20556 C MORGAN STANLEY 18512 C BECTON DICKINSON & CO 19550 C SYSCO CORP 13318 C ASTRAZENECA PLC 24616 C CARDINAL HEALTH INC 14386 C MONDELEZ INTL 16998 C CHARTER COMM OPT LLC 13601 C ALTRIA GROUP INC 24816 C CHEVRON USA INC 31000 C HONEYWELL INTL 30000 C VMWARE INC 25805 C WALT DISNEY CO 21390 C VERISK ANALYTICS 22268 C DISCOVER FNL SVCS 16838 C AT&T INC 17510 C GOLDMAN SACHS GROUP 11686 C WELLS FARGO & CO 12667 C VODAFONE GROUP PLC 35673 C AMERN EXPRESS CO 13726 C ROCK TENN CO 13840 C AVALONBAY COMMUNITIES 14450 C CAMPBELL SOUP CO 13717 C UTD PARVEL SVC 18774 C SUNTRUST BANK 20949 C FIFTH THIRD BANCORP 38936 C KS CITY SOUTH 20776 C MORGAN STANLEY 15100 C PAYPAL HOLDINGS 37712 C UN PAC CORP 20342 C AMERN TOWER 21062 C CAP ONE FNL 15832 C INTERCONTINENTAL EXC 25020 C CIGNA CORP 28045 C CROWN CASTLE INTL CORP 35035 C BK OF AMER CORP 34890 C AMERN EXPRESS CO 16196 C VIACOM INC 30337 C FIDELITY 500 INDEX 1319631 C FINANCIAL SELECT SECTOR SPDR 144475 C INDUSTRIAL SELECT SECT 31940 C INVESCO S&P 500 80764 C SIX CIRCLE MGD EQ 739174 C FIDELITY INTL INDX 229682 C JP MORGAN BETABUILDERS 105699 C SIX CIRCLE MGD EQ 485730 C JP MORGAN BETA BUILDERS 170863 C JPM BTABLDRS 70847 C ISHARES CORE MSCI 107855 C QQQ 199181 C SCHG 1836685 C VFIAX 1857602 C EQUITIES HELD IN GOLDMAN SACHS A/C NO-704-1 49673 C 10513278 0 ABORTION CARE NETWORK 1300 I STRET NW SUITE 400E WASHINGTON DC 20005 3900 FUNDRAISER FOR ADVOCATES AND REPRODUCTIVE HEALTH, RIGHTS & JUSTICE GROUPS HUNTS POINT CIRCLE 4064 HUNTS POINT RD HUNT POINT WA 98004 1500 FUND RAISER SUPPORT FOR BELLEBUE LIFESPRING SWARANJALI MUSIC SCHOOL 5819 146TH PL SE BELLEVUE WA 98006 1500 SUPPORT TO INDIAN TRADITIONAL MUSIC SANSKRUTI FOUNDATION 4324 HUNTS POINT RD HUNTS POINT WA 98004 770315501 5001 TO ASSIST RELIEF PROJECTS IN INDIA X 7543737 TRANSACTION MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION DOES NOT HAVE A SET POLICY IN PLACE TO PROVIDE A COMPLETE COPY OF THIS FORM 990 TO ALL MEMBERS OF ITS GOVERNMING BODY BEFORE FILING THE RETURN. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION HAS MADE ITS FORM 1023 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FEES & COMMISSION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,263. INTEREST EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,004. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,004. AMORTIZATION : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,861. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,861.