2024-11-15T11:40:09-06:00 2023-12-31 264691602 HERSMAN SERLES ALMOND LLC PO BOX 789 KIRKLAND WA 980830789 990PF 2023-01-01 831718168 EXCELLENCE INITIATIVE EXCE 4258226557 PO BOX 789 KIRKLAND WA 980830789 RAJEEV AGARWAL PRESIDENT 4258226557 2024-11-13 1 0 DAVID E HEYTING P01303195 4258226557 2023 2024-10-15 13:58:12Z X X X 71308071 X 11978035 1332900 1332900 908939 908939 2239591 67933263 2239591 16459465 4481430 0 0 0 0 0 2164 2164 0 0 30238 23262 0 0 32402 25426 0 0 167768 167768 200170 25426 0 167768 16259295 4456004 0 18161343 28821205 28821205 35434456 38963346 38963346 0 3253520 3523520 53595799 71038071 71308071 0 0 X 0 0 0 0 53595799 71038071 53595799 71038071 53595799 71038071 53595799 16259295 1182977 71038071 0 71038071 CAPITAL GAIN DISTRIBUTIONS 2023-12-31 1 1 1 GAIN ON SALE OF SECURITIES 8039986 5817702 2222284 2222284 LOSS ON SALE OF SECURITIES 116 -116 -116 GAIN ON SALE OF SECURITIES 37048 37048 37048 LOSS ON SALE OF SECURITIES 1686 -1686 -1686 LOSS ON SALE OF SECURITIES 18005 -18005 -18005 SALE OF SECURITIES 59856043 59856043 0 0 GAIN ON SALE OF SECURITIES 185 120 65 65 2239591 61938 0 61938 0 61938 0 0 0 0 0 3604 65542 0 0 0 0 0 0 0 0 0 0 0 1 WA 0 0 0 0 0 1 N/A RAJEEV AGARWAL 4258226557 PO BOX 789 KIRKLAND WA 980830789 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAJEEV AGARWAL PO BOX 789 KIRKLAND WA 980830789 PRESIDENT & TREASURER 2.00 0 0 0 ARPITA AGARWAL PO BOX 789 KIRKLAND WA 980830789 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 FOUNDATION FOR GREAT SOCIETY, LLCTO PROMOTE GLOBAL HEALTHCARE BY BUILDING HOSPITALS SPECIALIZING IN EYE CARE IN INDIA. 3250505 3250505 42126098 15044655 0 57170753 0 0 57170753 857561 56313192 2815660 2815660 61938 61938 2753722 0 2753722 0 2753722 167768 3250505 3418273 2753722 0 0 0 3418273 0 0 0 2753722 664551 0 0 664551 0 0 0 0 0 0 0 664551 664551 RAJEEV AGARWAL ARPITA AGARWAL X DR SHROFF'S CHARITY EYE HOSPITAL 5027 KEDARNATH ROAD DARYAGANJ NEW DELHI IN 110002 NONE REGISTERED COMMUNITY TO SUPPORT EYE SERVICES FOR THE UNDERPRIVILEGED. 147767 SANSKRUTI FOUNDATION 6808 HORNWOOD DR HOUSTON TX 77074 NONE REGISTERED COMMUNITY TO ASSIST WITH FINANCIAL AID, FOOD, MEDICAL SUPPLIES, CLOTHING, AND BOOKS OF THE NEEDY. 10001 FOUNDATION OF THE DALAI LAMA HARDSTRASSE 235 ZURICH SZ 8005 NONE REGISTERED COMMUNITY TO SUPPORT EDUCATION. 10000 167768 0 14 1332900 14 908939 01 18 2239591 0 4481430 0 4481430 0 0 0 0 0 0 0 0 0 0 X X 1 RAJEEV AND ARPITA AGARWAL PO BOX 789 KIRKLAND WA 980830789 11978035 X X 1 PUBLICLY TRADED SECURITIES - SEE ATTACHED LISTING 11978035 2023-12-31 WA STATE DOES NOT REQUIRE THE FILING OF FORM 990-PF TO THE ATTORNEY GENERAL'S OFFICE. A PUBLIC DISCLOSURE COPY IS MADE AVAILABLE IN OUR FOUNDATION OFFICE FOR THREE YEARS AS REQUIRED BY WASHINGTON STATE REGULATIONS. INVESTMENTS IN SECURITIES 38963346 38963346 INVESTMENT IN FOUNDATION FOR GREAT SOCIETY LLC FMV 3253520 3523520 INVESTMENT FEES 23262 23262 0 0 MISCELLANEOUS 975 0 0 0 PROFESSIONAL FEES 6001 0 0 0 PRIOR PERIOD ADJUSTMENT - UNREALIZED GAINS 1182977 FOREIGN TAX PAID 2164 2164 0 0