2026-09-23T15:17:24-05:00 2025-12-31 861065772 DELOITTE TAX LLP 1015 SECOND AVE SUITE 500 SEATTLE WA 981041001 990PF 2025-01-01 832870553 GUPTA FAMILY FOUNDATION GUPT 2064627400 999 3RD AVENUE 3050 SEATTLE WA 98104 SACHIN GUPTA DIRECTOR 2064627400 2026-08-04 1 BERNARD T BOTZ P01882181 2067167000 2025 X 30782067 X X 11994 11994 702272 702272 216714 1487731 216714 15573 15573 946553 946553 0 0 0 663 332 331 13544 6772 6772 51458 51458 0 9019 9019 0 74684 67581 7103 1480000 1480000 1554684 67581 1487103 -608131 878972 65970 78193 78193 16451559 15547596 23939039 6058742 6296233 6376112 359292 360410 388723 22935563 22282432 30782067 0 0 X 0 0 0 0 22935563 22282432 22935563 22282432 22935563 22282432 22935563 -608131 0 22327432 45000 22282432 PUBLICLY TRADED SECURITIES 1487731 1271017 216714 216714 216714 12218 0 12218 0 12218 15000 0 0 0 15000 X 275 2507 0 2507 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 1 1 N/A KEITH VERNON 2064627400 999 3RD AVENUE SUITE 3050 SEATTLE WA 98104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SACHIN GUPTA 999 THIRD AVENUE SUITE 3050 SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 PRERNA GUPTA 999 THIRD AVENUE SUITE 3050 SEATTLE WA 98104 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 28892172 93471 388723 29374366 0 0 29374366 440615 28933751 1446688 1446688 12218 12218 1434470 0 1434470 0 1434470 1487103 0 1487103 1434470 1023769 0 0 1487103 1023769 0 0 463334 0 0 0 0 0 0 0 0 971136 0 0 0 SACHIN GUPTA X SCHWAB CHARITABLE FUND (DAFGIVING360) PO BOX 628298 ORLANDO FL 32862 NONE PC TO SUPPORT APPROVED GRANTS TO IRS-APPROVED PUBLIC CHARITIES 1025000 UNIVERSITY OF WASHINGTON PO BOX 351210 SEATTLE WA 98195 NONE PC TO SUPPORT THE UNIVERSITY OF WASHINGTON THROUGH SCHOLARSHIPS & PROGRAMS. 100000 FRED HUTCHINSON CANCER CENTER GRANT 1100 FAIRVIEW AVE N SEATTLE WA 98109 NONE PC GENERAL OPERATING SUPPORT FOR CHARITABLE PROGRAMS AND ACTIVITIES. 125000 OMPRAKASH FOUNDATION 7511 GREENWOOD AVE NORTH 4161 SEATTLE WA 98103 NONE PC GENERAL OPERATING SUPPORT FOR CHARITABLE PROGRAMS AND ACTIVITIES. 230000 1480000 0 14 11994 14 702272 18 15573 18 216714 0 946553 0 946553 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13544 6772 6772 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. BAIRD INTERMEDIATE BOND 3221917 3316403 BAIRD SHORT-TERM BOND FUND 889468 896024 BAIRD ULTRA SHORT BOND INSTITUTIONAL 1538835 1538008 MUZINICH CREDIT OPPORTUNITY FUND 646013 625677 DFA INTERNATIONAL HIGH PROFITABLITY ETF 2239948 2762486 DFA US HIGH PROFITABILITY ETF 3427935 4376112 DODGE & COX INCOME 1077408 1081893 INFINITY Q DIVERSIFIED ALPHA FUND INSTITUTIONAL 152949 964 ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 2973050 4124247 SCHWAB FUNDAMENTAL US SMALL COMPANY ETF 716233 1095183 VANGUARD S&P 500 INDEX ADMIRAL 4960073 10498154 HUGHES GROWTH EQUITY FUND II, LP AT COST 107530 98939 VENTRK INVESTMENTS AT COST 50000 50000 VISTA CAPITAL SOLUTIONS FUND A AT COST 202880 239784 LEGAL FEES 663 332 331 UNREALIZED GAIN (LOSS) 45000 OTHER DEDUCTIONS 9019 9019 0 ORDINARY INC/LOSS FROM A QEF 15573 15573 15573 INVESTMENT MANAGEMENT & CUSTODIAN FEES 51458 51458 0