2025-02-03T16:34:48-06:00 2023-12-31 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990PF 2023-01-01 383380162 THE VATTIKUTI FOUNDATION VATT 2482812513 1000 TOWN CENTER 700 SOUTHFIELD MI 480751220 RAJ VATTIKUTI PRESIDENT 2482812513 2025-02-03 1 0 SUE ROBISON P00560072 2062814444 2025-02-03 2023 2025-03-06 01:10:19Z X 42456918 X 200000 492069 492069 -788278 11004034 0 430304 430304 334095 922373 150000 0 150000 258229 0 258229 46423 0 46423 48233 0 48233 64160 32080 32080 234010 234010 0 5560 5560 0 368651 0 368651 183889 1900 181989 1359155 273550 1085605 1230556 1230556 2589711 273550 2316161 -2255616 648823 1520289 4415671 4423339 1228369 1285079 1247674 20122129 14352197 19579752 0 300000 300000 14526847 13491540 15606153 1300000 0 1300000 1300000 37397634 35144487 42456918 0 0 X 0 0 0 0 37397634 35144487 37397634 35144487 37397634 35144487 37397634 -2255616 2469 35144487 0 35144487 PUBLICLY TRADED SECURITIES ST 2477017 2567304 -90287 -90287 PUBLICLY TRADED SECURITIES LT 7428320 8298550 -870230 -870230 FROM SCHEDULE K-1S P 79 79 BLACKROCK EMERGING FRONTIERS FUND P 523464 264313 259151 259151 FORT GLOBAL OFFSHORE FUND P 284334 386644 -102310 -102310 REDMILE CAPITAL OFFSHORE FUND P 137549 149049 -11500 -11500 INVESCO DB COMMODITY P 100920 126531 -25611 -25611 CAPITAL GAINS DIVIDENDS P 52430 52430 52430 -788278 9019 0 9019 0 9019 44316 0 0 0 44316 0 35297 35297 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A RAJ VATTIKUTI 2483805653 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 RAJ VATTIKUTI 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 PRESIDENT 4.00 0 0 0 PADMA VATTIKUTI 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 VICE PRESIDENT 3.00 0 0 0 NICHOLAS STASEVICH 150 W JEFFERSON SUITE 900 DETROIT MI 48226 SECRETARY 2.00 0 0 0 TIMOTHY MANNEY 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 TREASURER 2.00 0 0 0 MAHENDRA BHANDARI 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 CEO 40.00 150000 0 52979 SARIKA MEHTA 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 CHIEF OF STAFF 40.00 79479 0 5229 DAVE MEINHARD 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 VIDEO/WEB PRODUCER 40.00 65000 0 0 GIOVANNA SFERRAZZA-PAPA 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 EXECUTIVE DIRECTOR 40.00 60000 0 0 HANNAH HENSEL 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 BRANDING AND COMMUNI 40.00 53750 0 2009 0 MORGAN STANLEY WEALTH MANAGEMENT 34901 WOODWARD AVE SUITE 300 BIRMINGHAM MI 48009 INVESTMENT MANAGEMENT 161920 SHADELIC DESIGN HOUSE GK MALL PIMPRICHINCHWAD IN 411027 WEBSITE DESIGN 106695 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING 64160 TECH SQUAD LLC 1701 E HEBRON PKWY APT 10108 CARROLLTON TX 95010 CONTRACTOR 63000 0 AS A COMPLEMENT TO THE GRANTS IT MAKES TO PROMOTE AND IMPROVE ROBOTIC SURGERY WORLDWIDE, THE VATTIKUTI FOUNDATION ALSO ENGAGES IN SEVERAL DIRECT PROGRAMS TO ADVANCE ROBOTIC SURGERY. EVERY YEAR, THE FOUNDATION SPONSORS A THREE-DAY SYMPOSIUM FEATURING LEADING SURGEONS PRESENTING ON IMPORTANT ISSUES TO ACCELERATE PROGRESS IN THE FIELD. THE SYMPOSIUM WAS HELD IN MIAMI, FLORIDA IN 2022 AND IN GHENT, BELGIUM IN 2023. THE HIGH POINT OF THIS SYMPOSIUM IS THE ANNUAL AWARDS DINNER AT WHICH THE FOUNDATION PRESENTS ITS KS INTERNATIONAL INNOVATION AWARDS. THE PRESENTATION OF THE AWARDS IS THE CULMINATION OF AN INTERNATIONAL COMPETITION, ORGANIZED BY THE FOUNDATION, TO RECOGNIZE SURGICAL TALENT AND SHARE NEWS ABOUT CUTTING-EDGE ROBOTIC SURGERY TECHNIQUE AND DEVICES.(CONTINUED ON STATEMENT 15) 428540 0 29848888 1834979 14267474 45951341 0 0 45951341 689270 45262071 2263104 2263104 9019 9019 2254085 0 2254085 0 2254085 2316161 0 2316161 2254085 0 0 5519 135078 46270 302956 489823 2316161 0 0 0 2254085 62076 0 0 551899 0 0 0 0 0 0 5519 546380 135078 46270 302956 62076 RAJ VATTIKUTI X DR AB SUHAS MASILAMANI METRO PILLAR NO C1327 HYDERABAD TELANGANA IN 500016 NONE I KS PEOPLES CHOICE AWARD 2500 DR ADEEL KHAN 1 BROOKINGS DRIVE ST LOUIS MO 63130 NONE I 1ST PRIZE KS AWARDS 10000 DR AHMED GHAZI 3400 N CHARLES STREET BALTIMORE MD 21218 NONE I 2ND PRIZE KS AWARDS 3000 DR SANDEEP PERAJE NAYAK 154 9 BANNERGHATTA RD BENGALURU KARNATAKA IN 560076 NONE I 3RD PRIZE KS AWARDS 2000 HENRY FORD HEALTH SYSTEM 1 FORD PL DETROIT MI 48202 PC TO IMPROVE HUMAN LIFE THROUGH EXCELLENCE OF THE SCIENCE AND ART OF HEALTH CARE AND HEALING 10000 INSPIRE ARTS AND MUSIC INC 47 FAIRMOUNT AVE HYDE PARK BOSTON MA 02136 PC TO DEVELOP AND INSPIRE YOUNG ADULTS VIA SCHOLASTIC AND NON-SCHOLASTIC ACTIVITIES 100000 MAURICE A FERRE FOUNDATION 521 S MASHTA DRIVE MIAMI FL 33149 PF GENERAL OPERATING SUPPORT 250000 ORSI ACADEMY PROEFHOEVESTRAAT 12 MELLE BE 9090 NC SUPPORT FOR THE ACADEMY'S ROBOTIC SURGERY COURSES 200000 PEREZ ART MUSEUM 1103 BISCAYNE BLVD MIAMI FL 33132 PC ANNUAL TRUSTEE GIFTS 40000 VATTIKUTI INDIA FOUNDATION 7P 93 ELECTRONIC CITY PHASE I BANGALORE IN 560100 NC TO SUPPORT A FELLOWSHIP PROGRAM WITH OBJECTIVE TO TRAIN SURGEONS USING ROBOTIC TECHNOLOGY IN INDIA 363056 WVU FOUNDATION INC ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 265071650 PC GENERAL OPERATING SUPPORT 250000 1230556 0 14 492069 14 430304 18 -788278 0 134095 0 134095 0 0 0 0 0 0 0 0 0 0 X X 1 DR MAHENDRA BHANDARI 2799 W GRAND BLVD DETROIT MI 48202 50000 X 2 RAJ VATTIKUTI 1000 TOWN CENTER SUITE 700 SOUTHFIELD MI 48075 150000 X ACCOUNTING FEES 64160 32080 32080 VATTIKUTI INDIA FOUNDATION 7P 93 ELECTRONIC CITY PHASE I BANGALORE IN 560 100 2023-04-14 363056 TO SUPPORT A FELLOWSHIP PROGRAM WITH OBJECTIVE TO TRAIN SURGEONS USING ROBOTIC TECHNOLOGY IN INDIA 211883 NONE 05/21/2024 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. VATTIKUTI INDIA RELIEF FOUNDATION 1000 TOWN CENTER NO 700 SOUTHFIELD MI 48075 2021-12-17 300000 TO SUPPORT PROGRAMS THAT HELP COMMUNITIES IN INDIA 300000 NONE 05/21/2024 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. STATEMENT OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART VIII-A, LINE 1 (CONTINUATION OF STATEMENT 14)THE FOUNDATION SPONSORS OTHER PROFESSIONAL MEDICAL EVENTS AND SENDS FOUNDATION REPRESENTATIVES TO STILL OTHERS. IN 2023, THE VATTIKUTI FOUNDATION HOSTED THE VATTIKUTI FELLOWS ALUMNI MEETING AS A WAY TO FOSTER CLOSER RELATIONSHIPS BETWEEN CURRENT AND FORMER VATTIKUTI FELLOWS.THE FOUNDATION ACTIVELY PARTICIPATES IN THE VATTIKUTI FELLOWS PROGRAM. AMONG OTHER THINGS, THE FOUNDATION WORKS CLOSELY WITH THE MEDICAL INSTITUTIONS SPONSORING THE VATTIKUTI FELLOWS TO ENSURE CURRICULUM STANDARDS ACROSS THE PROGRAM.FINALLY, THE VATTIKUTI FOUNDATION HAS DESIGNED AND MAINTAINED THE VATTIKUTI COLLECTIVE QUALITY INITIATIVE (VCQI), AN INTERNATIONAL DATABASE THAT HAS MADE A REMARKABLE CONTRIBUTION TO RESEARCH ON ROBOTIC SURGERY. VCQI COLLECTS HIPAA COMPLIANT DATA ABOUT ROBOTIC SURGERY OUTCOMES AROUND THE WORLD AND IS DESIGNED TO SHARE RESEARCH FINDINGS AND DATA FOR MEDICAL RESEARCH. VCQI HAS MORE THAN 20,000 HIGH-QUALITY RECORDS ON DIFFERENT ROBOTIC SURGICAL PROCEDURES CONTRIBUTED BY APPROXIMATELY 29 INSTITUTIONS ACROSS THE GLOBE. AS OF 2024, VCQI HAS BEEN THE SOURCE OF 28 PUBLICATIONS IN HIGH-IMPACT JOURNALS AND SEVERAL ABSTRACTS IN VARIOUS INTERNATIONAL MEETINGS. MS DUAL DIRECTIONAL TRIGGER JUMP SPX 300000 300000 ABBVIE INC COM 202382 348218 ACCENTURE PLC-CL A 5396 6316 ADOBE INC 253354 334096 ADVANCED MICRO DEVICES 3238 4275 ADVANTEST CORP-SPON ADR 4406 4151 ADYEN NV-UNSPON ADR 9336 7445 ALLEGION PLC 1176 1267 ALPHABET INC CL A 110157 282174 ALPHABET INC-CL A 2521 3073 AMAZON COM INC 243979 428471 AMAZON.COM INC 7551 7901 AMERICAN TOWER CORP 183338 263374 AMERICAN WATER WORKS CO 404417 293018 ANALOG DEVICES INC 198706 351054 AON PLC-CLASS A 5177 6111 APPLE INC 3885 5006 APPLE INC 161577 577590 ARCH CAPITAL GROUP LTD 4707 5050 ARISTA NETWORKS INC 983 1649 ASM INTERNATIONAL-NY REG SHS 4044 5711 ASML HOLDING NV-NY REG SHS 7586 8326 ASML HOLDING NV NY REG NEW 324370 340614 ASTRAZENECA PLC-SPONS ADR 5147 5321 ATLAS COPCO AB-SPONS ADR A 3833 4285 ATLASSIAN CORP PLC-CLASS A 9372 8801 AUTODESK INC 981 1217 AUTOMATIC DATA PROCESSING 1996 2097 BAE SYSTEMS PLC 5702 6302 BLACKROCK INC 302339 365310 BLOCK INC 1999 2553 BOSTON SCIENTIFIC CORP 2158 2370 BROADCOM INC 136580 502313 BURLINGTON STORIES INC 2019 2528 CANADIAN NATURAL RESOURCES 3979 3931 CANADIAN PACIFIC KANSAS CITY 10073 10278 CHARTER COMMUNICATIONS INC 53909 38868 CITI 8.8% CONTINGENT AUTOCALL LULU 50000 49700 COMCAST CORP (NEW) CLASS A 112149 125411 COMPASS GROUP PLC 3729 3754 CONSTELLATION BRANDS INC CL A 247736 278013 COSTCO WHOLESALE CORP NEW 135175 396048 DATADOG INC - CLASS A 803 1092 DEXCOM INC 986 1241 DIAMONDBACK ENERGY INC 125018 124064 DOMINO'S PIZZA INC 1561 1649 DOW INC 409724 392106 ELI LILLY & CO 925 2332 EPAM SYSTEMS INC 5250 3271 EVOLUTION AB 7158 5732 EXPERIAN PLC-SPONS ADR 5220 5500 FERGUSON PLC 4849 6371 FERRARI NV 5789 9476 FIDELITY 500 INDEX FUND 689371 1121282 FIDELITY INTL INDX-INST PRM 92624 109914 FINANCIAL SELECT SECTOR SPDR 97327 125847 GS 10.5% CONTINGENT AUTOCALL SPOT 50000 44865 HASHIPCORP INC- CL A 1479 1206 HOME DEPOT INC 208181 346550 HONEYWELL INTERNATIONAL INC 1845 1887 HONEYWELL INTL INC 188800 272623 ICICI BANK LTD-SPON ADR 4764 5102 ICON PLC 7344 9058 IMMUNOGEN INC 607 1038 INTUITIVE SURGICAL INC 1984 2362 INVESCO S&P 500 EQUAL WEIGHT E 518025 789000 ISHARE CORE S&P MIDCAP ETF 71267 83145 JPMORGAN BETABUILDERS CANADA 78699 103939 JPMORGAN BETABUILDERS DEVELO 60007 63323 JPMORGAN BETABUILDERS EUROPE ETF 39725 40915 JPMORGAN BETABUILDERS JAPAN ETF 130286 157402 JPMORGAN CHASE & CO 366664 423549 KINSALE CAPITAL GROUP INC 1768 1675 L3HARRIS TECHNOLIGIES 1342 1474 LAM RESEARCH CORPORATION 148475 391630 LAMB WESTON HOLDINGS INC 2505 2810 LIBERTY MEDIA COR SER C LBRT 73747 63130 LINDE PLC 4399 5339 LOCKHEED MARTIN CORP 243826 237951 LOREAL-UNSPONSORED ADR 5000 5368 LOWE'S COS INC 1799 1780 LVMH MOET HENNESSY-UNSP ADR 5370 5523 MARKETAXESS HOLDINGS INC 2634 2929 MARVELL TECHNOLOGY GROUP LTD 82512 108558 MASTERCARD INC - A 2809 3412 MASTERCARD INC CL A 402525 533138 MCDONALD CORP 251769 281685 MERCADOLIBRE INC 7172 7858 PGIM ABSOLUTE 4128 3848 META PLATFORMS INC CL A 59862 141584 META PLATFORMS INC-CLASS A 1255 3894 MICROSOFT CORP 9353 12785 MICROSOFT CORP 160411 564060 MS 7.4% CONTINGENT AUTOCALL AMZN 50000 46375 MS DUAL DIRECTIONAL TRIGGER PLUS SPX 100000 102350 NATERA INC 1300 1378 NESTLE SA-SPONS ADR 5604 5203 NETFLIX INC 167910 255612 NEXTERA ENERGY INC 2801 2855 NEXTERA ENERGY INC 66824 96698 NOVO-NORDISK A/S-SPONS ADR 5789 11173 NVIDIA CORPORATION 206753 990440 NVIDIA CORPORATION 2700 4952 NXP SEMICONDUCTORS NV 79831 200970 NXP SEMICONDUCTORS NV 1007 1378 ONEOK INC 174705 210660 PALO ALTO NETWORKS INC 270414 667903 PAYPAL HLDGS INC COM 1299075 706215 PAYPAL HLDGS INC COM 640626 307050 PHILIP MORRIS INTERNATIONAL 2732 2728 PROCURE TECHNOLOGIES INC 882 900 PROGRESSIVE CORP 1343 2230 PURE STORAGE INC - CLASS A 1547 1498 REPSOL SA-SPONSORED ADR 51470 39917 ROBLOX CORP - CLASS A 1116 1783 ROCKWELL AUTOMATIC INC 610 621 ROYAL CARIBBEAN GROUP 1374 1942 S&P GLOBAL INC 3370 3965 SAFRAN SA-UNSPON ADR 5855 5869 SALESFORCE INC 192979 249983 SALESFORCE INC 3006 3684 SCHLUMBERGER LTD 1019 1353 SCHNEIDER ELECT SE-UNSP ADR 3219 4144 SCHWAB (CHARLES) CORP 3144 3853 SHERWIN-WILLIAMS CO 2038 2495 SIX CIRCLE MGD EQ INTL UNCON 549087 721646 SIX CIRCLE MGD EQ US UNCON 1104274 1534405 SPDR S&P 500 ETF TRUST 163903 179667 SPLUNK INC 104635 76175 STERIS PLC 5144 5496 STRYKER CORP 2265 2995 TAIWAN SEMICONDUCTOR-SP ADR 3180 3224 TENABLE HLDGS INC 317447 322420 TESLA INC 166880 149088 TESLA INC 3481 4721 THERMO FISHER SCIENTIFIC 111077 265395 THOMSON REUTERS CORP 3548 4533 TOAST INC-CLASS A 1572 1662 TRANE TECHNOLOGIES PLC 961 1463 TRITERRAS INC CL A 170883 343 UBER TECHNOLOGIES INC 1006 1724 UBS GROUP AG-REG 3749 3739 UNITEDHEALTH GP INC 96536 194794 UNITEDHEALTH GROUP INC 4403 4738 VISA INC CL A 149376 195263 WASTE CONNECTIONS INC 4511 4777 WORKDAY INC CL A 149006 227750 ZILLOW GROUP INC - C 2254 3124 ZOETIS INC 1871 2171 0 0 1285079 1247674 INVESTMENT IN AG CS HOLDINGS FUND AT COST 990478 1165630 INVESTMENT IN BLACKSTONE PARTNERS OFFSHORE FUND AT COST 980001 1262665 INVESTMENT IN CLARION PRIVATE INVESTORS AT COST 863469 1003554 INVESTMENT IN COATUE GROWTH V PRIVATE INVESTORS OFFSHORE AT COST 362314 294438 INVESTMENT IN COATUE OFFSHORE FUND AT COST 182648 610484 INVESTMENT IN FLUID FORM AT COST 1000000 1000000 INVESTMENT IN HPS MEZZANNIE PRIVATE INVESTORS AT COST 508336 650886 INVESTMENT IN I80 GROUP SEPCIALTY AT COST 1904696 2432629 INVESTMENT IN MARINER ATLANTIC AT COST 306158 495682 INVESTMENT IN MAXIM OPP FUND AT COST 3034560 3000000 INVESTMENT IN REDMILE CAPITAL OFFSHORE FUND AT COST 263471 128674 INVESTMENT IN RMC MASTER INVEST LP AT COST 810500 765112 INVESTMENT IN SCULPTOR OF II PRIVATE INVESTORS AT COST 258215 460208 INVESTMENT IN THIRD POINT OFFSHORE FUND AT COST 143097 452594 INVESTMENT IN TRILOGY OPPORTUNITY ZONE FUND AT COST 1883597 1883597 LEGAL FEES 48233 0 48233 WEBSITE DEVELOPMENT 180089 0 180089 BANK FEES 3800 1900 1900 PARTNERSHIP INCOME 430304 430304 430304 BASIS ADJUSTMENT 2469 INVESTMENT MANAGEMENT FEES 234010 234010 0 FOREIGN TAXES PAID 5560 5560 0