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LUCKY SEVEN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LUCKY SEVEN FOUNDATION (EIN 91-1722000)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202433189349101438
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T12:19:55-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911722000EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lucky Seven FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlLUCKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personchristopher backusPersonNm
Person TitletreasurerPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,658,736FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,043InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,043InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$844,016DividendsRevAndExpnssAmt
Dividends Net Invst Incm$844,016DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,042,059NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,996,472GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,042,062CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$305,731OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$86,242OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$26,125OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,212,849TotalRevAndExpnssAmt
Total Net Invst Incm$1,993,363TotalNetInvstIncmAmt
Total Adj Net Incm$26,125TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$101,192OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$101,192OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$231,692InterestRevAndExpnssAmt
Taxes Rev And Expnss$33,526TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,251TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$86,739OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$86,739OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$453,149TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$103,443TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$86,739TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,914,620ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,914,620ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,367,769TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$103,443TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,001,359TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$154,920ExcessRevenueOverExpensesAmt
Net Investment Income$1,889,920NetInvestmentIncomeAmt
Adjusted Net Income$26,125AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$195,816SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$264,477SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$264,477SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$1,675,715OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$1,675,715OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,675,715OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,685,715OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations EOY$597,990USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$606,126USGovtObligationsEOYFMVAmt
Corporate Stock BOY$13,828,427CorporateStockBOYAmt
Corporate Stock EOY$13,075,155CorporateStockEOYAmt
Corporate Stock EOYFMV$25,913,129CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,054,099CorporateBondsBOYAmt
Corporate Bonds EOY$8,579,899CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,164,289CorporateBondsEOYFMVAmt
Mortgage Loans BOY$3,850,000MortgageLoansBOYAmt
Mortgage Loans EOY$850,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$850,000MortgageLoansEOYFMVAmt
Other Assets BOY$875,000OtherAssetsBOYAmt
Other Assets EOY$1,175,000OtherAssetsEOYAmt
Other Assets EOYFMV$1,175,000OtherAssetsEOYFMVAmt
Total Assets BOY$29,479,057TotalAssetsBOYAmt
Total Assets EOY$26,218,236TotalAssetsEOYAmt
Total Assets EOYFMV$38,658,736TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,865,121OtherLiabilitiesBOYAmt
Other Liabilities EOY$751,220OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,865,121TotalLiabilitiesBOYAmt
Total Liabilities EOY$751,220TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$25,613,936RetainedEarningBOYAmt
Retained Earning EOY$25,467,016RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,613,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,467,016TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,479,057TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,218,236TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,613,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$154,920ExcessRevenueOverExpensesAmt
Other Increases$8,000OtherIncreasesAmt
Subtotal$25,467,016SubtotalAmt
Tot Net Ast Or Fund Balances EOY$25,467,016TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$5,996,472GrossSalesPriceAmt
Cost Or Other Basis$4,954,410CostOrOtherBasisAmt
Gain Or Loss$1,042,062GainOrLossAmt
Gains Minus Excess Or Losses$1,042,062GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,042,062CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$26,270InvestmentIncomeExciseTaxAmt
Subtotal$26,270SubtotalAmt
Tax Based On Investment Income$26,270TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,140EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$24,740TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,530TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Carol A Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Christopher R Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Edward A Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
John Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Valerie F Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Robert Fikso
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Matthew F Stoller
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Susan B Stoller
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
ROBERT W BAIRD & CO INCORPORATED
777 EAST WISCONSIN AVENUEMILWAUKEEWI532025391INVESTMENT MGMT$101,192
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$86,430
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1HOMESIGHT PROMOTES AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH HOMEBUYER EDUCATION & FINANCIAL PLANNING, BUYER PURCHASE ASSISTANCE LOANS & ORIGINATION, & HOME CONSTRUCTIONDescription1Txt
Expenses1$300,000Expenses1Amt
Total$300,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,620,862AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,949,376AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,820,647FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$42,390,885TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$3,320,315AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,070,570AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$586,059CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,484,511NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,924,226MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,924,226MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,270TaxBasedOnInvestmentIncomeAmt
Total Tax$26,270TotalTaxAmt
Distributable Before Adj$1,897,956DistributableBeforeAdjAmt
Recoveries Qualfied Distri$8,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,905,956DistributableBeforeDedAmt
Distributable As Adjusted$1,905,956DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,001,359ExpensesAndContributionsAmt
Program Related Invst Total$300,000ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,301,359QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,905,956DistributableAsAdjustedAmt
Undistributed Income PY$1,148,095UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Qualifying Distributions$2,301,359QualifyingDistributionsAmt
Applied To Year1$1,148,095AppliedToYear1Amt
Applied To Current Year$1,153,264AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$752,692UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFOUNDATION SOURCERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line155 WALLS DRIVE 3RD FLOORAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8008391754RecipientPhoneNum
Form And Info And MaterialsWWW.FSREQUESTS.COM/LUCKYSEVENFormAndInfoAndMaterialsTxt
Submission DeadlinesWWW.FSREQUESTS.COM/LUCKYSEVENSubmissionDeadlinesTxt
Restrictions On AwardsWWW.FSREQUESTS.COM/LUCKYSEVENRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (244 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350 SEATTLE
5031 UNIV WAY NESEATTLEWA98105N/APCGeneral & Unrestricted$5,000
5TH AVENUE THEATRE ASSOCIATION
1308 5TH AVESEATTLEWA98101N/APCGeneral & Unrestricted$50,000
A JEWISH VOICE FOR PEACE INC
PO BOX 589BERKELEYCA94701N/APCGeneral & Unrestricted$5,000
A PURPOSEFUL RESCUE INC
1122 CARMONA AVELOS ANGELESCA90019N/APCGeneral & Unrestricted$250
ABUSED DEAF WOMENS ADVOCACY SERVICES
8623 ROOSEVELT WAY NESEATTLEWA98115N/APCGeneral & Unrestricted$2,500
ACE MENTOR PROGRAM OF AMERICA INC
1301 FIFTH AVE STE 3200SEATTLEWA98101N/APCGeneral & Unrestricted$500
AFRICAN COMMUNITY HOUSING & DEVELOPMENT
16256 MILITARY RD S STE 206SEATACWA98188N/APCGeneral & Unrestricted$5,000
AHAT HOMECARE
301 N L STTACOMAWA98403N/APCGeneral & Unrestricted$5,000
AHAT HOMECARE
301 N L STTACOMAWA98403N/APCStable Housing and Support for Low-Income Pierce County Residents Living with HIV/AIDS$5,000
ALLIANCE FOR GUN RESPONSIBILITY FOUNDATION
PO BOX 4187SEATTLEWA98194N/APCGeneral & Unrestricted$4,000
AMERICAN CANCER SOCIETY INC
PO BOX 6704HAGERSTOWNMD21741N/APCGeneral & Unrestricted$250
AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND
PO BOX 2728SEATTLEWA98111N/APCGeneral & Unrestricted$5,000
AMERICAN NEAR EAST REFUGEE AID INC
1111 14TH ST NW 400WASHINGTONDC20005N/APCGeneral & Unrestricted$500
AMERICAN TRUST FBO OXFORD UNIVERSITY
8229 BOONE BLVD SUITE 240VIENNAVA22182N/APCGeneral & Unrestricted$250
ANGEL CITY PIT BULLS
1834 S GRAMERCY PLLOS ANGELESCA90019N/APCGeneral & Unrestricted$500
ANIMALS AS NATURAL THERAPY
PO BOX 31595BELLINGHAMWA98228N/APCLearning Life$7,376
ANNIE WRIGHT SCHOOLS
827 N TACOMA AVETACOMAWA98403N/APCAnnual Fund$2,500
ANTI-DEFAMATION LEAGUE
2200 6TH AVE STE 835SEATTLEWA98121N/APCGeneral & Unrestricted$5,000
ARLINGTON GARDEN IN PASADENA
PO BOX 50617PASADENACA91105N/APCGeneral & Unrestricted$500
ARLINGTON KIDS KLOSET
135 SOUTH FRENCH ST BOX CARLINGTONWA98223N/APCto purchase Clothing and Hygiene Products for Low-income Students$5,000
ARROYO SECO FOUNDATION
PO BOX 91622PASADENACA91109N/APCGeneral & Unrestricted$500
ARTS CORPS
4408 DELRIDGE WAY SWSEATTLEWA98106N/APCGeneral & Unrestricted$1,000
ASIAN COUNSELING AND REFERRAL SERVICE
3639 MLK JR WAY SSEATTLEWA98144N/APCGeneral & Unrestricted$2,000
ASSOCIATION OF AMERICAN RHODES SCHOLARS
8229 BOONE BLVD STE 240VIENNAVA22182N/APCGeneral & Unrestricted$250
ASSUMPTION ST BRIDGET SCHOOL PART OF CATHOLIC ARCH
6220 32ND AVE NESEATTLEWA98115N/APCGeneral & Unrestricted$1,500
AUSTRALIAN TERRIER RESCUE INC
20717 KISHWAUKEE VALLEY RDMARENGOIL60152N/APCGeneral & Unrestricted$500
AUSTRALIAN TERRIER TR
PO BOX 5767PALM SPRINGSCA92263N/APCGeneral & Unrestricted$500
BAGLEY PTA 6 14 40 SEATTLE COUNCIL
740 N 78TH STSEATTLEWA98103N/APCGeneral & Unrestricted$750
BAYSIDE HOUSING & SERVICES
PO BOX 927PORT HADLOCKWA98339N/APCBHS Computer Labs$5,000
BELLEVUE BOTANICAL GARDEN SOCIETY
PO BOX 40536BELLEVUEWA98015N/APCGeneral & Unrestricted$5,000
BELLWETHER HOUSING
1651 BELLEVUE AVESEATTLEWA98122N/APCResident Services Coordination Program$5,000
BETHEL COMMUNITY SERVICES
18020 B ST ESPANAWAYWA98387N/APCGeneral & Unrestricted$2,500
BIG BROTHERS-BIG SISTERS OF ISLAND COUNTY
913 E WHIDBEY AVEOAK HARBORWA98277N/APCYouth Mentorship$5,000
BIKE WORKS SEATTLE
3709 S FERDINAND STSEATTLEWA98118N/APCGeneral & Unrestricted$5,000
BIKE WORKS SEATTLE
3709 S FERDINAND STSEATTLEWA98118N/APCBike Works Youth Programs$2,000
BLACKPAST ORG
4616 25TH AVE NE BOX 222SEATTLEWA98105N/APCSupporting Black History Online$5,000
BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
3875 S 66TH ST STE 101TACOMAWA98409N/APCGeneral & Unrestricted$1,000
BOYS AND GIRLS CLUBS OF SKAGIT COUNTY
PO BOX 947MOUNT VERNONWA98273N/APCPriority Outcome Programming$5,000
BROWN UNIVERSITY
BOX 1976PROVIDENCERI02912N/APCGeneral & Unrestricted$250
BURKE MUSEUM ASSOCIATION
BOX 353010 UNIVERSITY OF WASHINGTOSEATTLEWA98195N/APCAnnual Fund$2,500
CALMATTERS
1017 L ST 261SACRAMENTOCA95814N/APCGeneral & Unrestricted$500
CANCER PATHWAYS
1400 BROADWAYSEATTLEWA98122N/APCCancer Education for Teens Project$15,000
CANCER PATHWAYS
1400 BROADWAYSEATTLEWA98122N/APCGeneral & Unrestricted$23,500
CASCADE PUBLIC MEDIA
PO BOX 84109SEATTLEWA98124N/APCGeneral & Unrestricted$2,750
CASCADE SERVICE DOGS
PO BOX 2641OLYMPIAWA98507N/APCGeneral & Unrestricted$1,000
CENTRAL WASHINGTON UNIVERSITY FOUNDATION
400 E UNIVERSITY WAYELLENSBURGWA98926N/APCGeneral & Unrestricted$1,000
CENTRUM FOUNDATION
PO BOX 1158PORT TOWNSENDWA98368N/APCCharitable Event$15,000
CHIEF SEATTLE CLUB
410 2ND AVE EXT SSEATTLEWA98104N/APCGeneral & Unrestricted$15,000
CHIEF SEATTLE CLUB
410 2ND AVE EXT SSEATTLEWA98104N/APCCharitable Event$3,000
CHIEF SEATTLE CLUB
410 2ND AVE EXT SSEATTLEWA98104N/APCCharitable Event$10,000
CICLAVIA INC
525 S HEWITT STLOS ANGELESCA90013N/APCGeneral & Unrestricted$250
CITIZENS FOR OFF-LEASH AREAS
PO BOX 17469SEATTLEWA98127N/APCGeneral & Unrestricted$500
CITY OF HOPE
1500 DUARTE RDDUARTECA91010N/APCHematologic Research Institute$10,000
CITY OF HOPE
1500 DUARTE RDDUARTECA91010N/APCThe Gehr Family Center for Leukemia Research$5,000
COFFEE WITH A CAUSE
2302 E COLORADO BLVDPASADENACA91107N/APCGeneral & Unrestricted$250
COMMUNITY ACTION OF SKAGIT COUNTY
330 PACIFIC PLMOUNT VERNONWA98273N/APCVeterans Services$5,000
COMMUNITY ROOTS HOLDING FOUNDATION
1620 12TH AVE 205SEATTLEWA98122N/APCGeneral & Unrestricted$15,000
COMMUNITY ROOTS HOLDING FOUNDATION
1620 12TH AVE 205SEATTLEWA98122N/APCCharitable Event$10,000
COMPASS HOUSING ALLIANCE
210 ALASKAN WAY SSEATTLEWA98104N/APCGeneral & Unrestricted$2,500
CRISIS CONNECTIONS
2901 3RD AVE STE 100SEATTLEWA98121N/APCSupport After Suicide Outreach$5,000
DANCE THEATRE SEATTLE
3841A 23RD AVE WSEATTLEWA98199N/APCRe-envisioning The Nutcracker$5,000
DISTRIBUTIVE EDUCATION CLUBS OF AMERICA
16040 CHRISTENSEN RD STE 215TUKWILAWA98188N/APCKing County DECA Program - Financial Aid$2,500
DIVINE ALTERNATIVES FOR DADS SERVICES
411 12TH AVE STE 300SEATTLEWA98122N/APCD.A.D.S 25th Anniversary banquet$5,000
DIVINE ALTERNATIVES FOR DADS SERVICES
411 12TH AVE STE 300SEATTLEWA98122N/APCGeneral & Unrestricted$2,500
DIVINE ALTERNATIVES FOR DADS SERVICES
411 12TH AVE STE 300SEATTLEWA98122N/APCCharitable Event$15,000
DOMESTIC VIOLENCE SERVICES OF SNOHOMISH COUNTY
PO BOX 7EVERETTWA98206N/APCYouth DV Prevention Education and Awareness$5,000
DOWNTOWN WOMENS CENTER
442 S SAN PEDRO STLOS ANGELESCA90013N/APCGeneral & Unrestricted$1,000
EASTSIDE COMMUNITY DEVELOPMENT FUND
330 112TH AVE NEBELLEVUEWA98004N/APCShelter & Resource App$5,000
EL CENTRO DE LA RAZA
2524 16TH AVE SSEATTLEWA98144N/APCGeneral & Unrestricted$1,000
ELECTRONIC FRONTIER FOUNDATION INC
815 EDDY STSAN FRANCISCOCA94109N/APCGeneral & Unrestricted$250
END OF LIFE WASHINGTON
1600-B SW DASH POINT RD 1272FEDERAL WAYWA98023N/APCGeneral & Unrestricted$5,000
EPIPHANY SCHOOL
3611 E DENNY WAYSEATTLEWA98122N/APCannual fund$1,000
EPIPHANY SCHOOL
3611 E DENNY WAYSEATTLEWA98122N/APCGeneral & Unrestricted$5,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$10,500
FAMILY LAW CASA OF KING COUNTY
16300 CHRISTENSEN ROAD STE 306TUKWILAWA98188N/APCChild Advocacy Program$5,000
FARESTART
700 VIRGINIA STSEATTLEWA98101N/APCGeneral & Unrestricted$500
FOOD FOR FAMILIES INC
4233 SE 182ND AVEGRESHAMOR97030N/APCGeneral & Unrestricted$2,000
FOOD LIFELINE
815 S 96TH STSEATTLEWA98108N/APCGeneral & Unrestricted$1,000
FOSS WATERWAY SEAPORT
705 DOCK STTACOMAWA98402N/APCScience on the Sea$5,000
FRANKLIN W OLIN COLLEGE OF ENGINEERING INC
1000 OLIN WAYNEEDHAMMA02492N/APCGeneral & Unrestricted$9,000
FRIENDS OF MEALI INTERNATIONAL INC
240 BRATTLE ST APT 42CAMBRIDGEMA02138N/APCHope school for boys and girls$10,000
FRIENDS OF THE EASTERN SIERRA AVALANCHE CENTER
PO BOX 1675MAMMOTH LAKESCA93546N/APCGeneral & Unrestricted$350
GIFTS FROM THE HEART FOOD BANK
PO BOX 155COUPEVILLEWA98239N/APCConstruction of Food Bank and Affordable Housing$5,000
GIVEDIRECTLY INC
CHURCH STREET STA PO BOX 3221NEW YORKNY10008N/APCGeneral & Unrestricted$2,000
GOODTIMES PROJECT
7400 SAND POINT WAY NE STE 101-SSEATTLEWA98115N/APCGeneral & Unrestricted$10,000
GRASSROOTS INTERNATIONAL INC
179 BOYLSTON ST 4TH FLOORBOSTONMA02130N/APCGeneral & Unrestricted$10,000
GREATER YELLOWSTONE COALITION INC
215 S WALLACE AVEBOZEMANMT59715N/APCGeneral & Unrestricted$250
GUIDE DOGS OF THE DESERT
60735 DILLON RDWHITEWATERCA92282N/APCGeneral & Unrestricted$500
HABITS OF WASTE
149 S BARRINGTON AVE 649LOS ANGELESCA90049N/APCGeneral & Unrestricted$2,000
HAMLIN ROBINSON SCHOOL
1701 20TH AVE SSEATTLEWA98144N/APCGeneral & Unrestricted$30,000
HANFORD CHALLENGE
2317 E JOHN STSEATTLEWA98112N/APCGeneral & Unrestricted$52,500
HAWAII COMMUNITY FOUNDATION
827 FORT ST MALLHONOLULUHI96813N/APCFor the Maui Strong fund$1,100
HENDERSON-NORWESTER CAMP
PO BOX 1055EDMONDSWA98020N/APCfor Henderson Commons building fund$5,000
HENDERSON-NORWESTER CAMP
PO BOX 1055EDMONDSWA98020N/APCGeneral & Unrestricted$1,000
HERO HOUSE
12838 SE 40TH PLBELLEVUEWA98006N/APCSEATTLE CLUB HOUSE$9,900
HILLSIDE FELLOWSHIP
5027 159TH PL SEBELLEVUEWA98006N/APCGeneral & Unrestricted$500
HIMALAYAN CATARACT PROJECT INC
PO BOX 55WATERBURYVT05676N/APCGeneral & Unrestricted$250
HOLOCAUST CENTER FOR HUMANITY
2045 2ND AVESEATTLEWA98121N/APCGeneral & Unrestricted$15,000
HRC MINISTRIES
14415 E SPRAGUE AVE STE 5SPOKANE VLYWA99216N/APCProgram Expansion: Emergency Shelter$5,000
HUNGER INTERVENTION PROGRAM
3841 NE 123RD STSEATTLEWA98125N/APCHealthy HIP Packs$5,000
IF NOT NOW EDUCATION FUND
PO BOX 26425WASHINGTONDC20001N/APCGeneral & Unrestricted$5,000
INTEGRATED REFUGEE & IMMIGRANT SERVICES INC
235 NICOLL ST 2ND FLOORNEW HAVENCT06511N/APCGeneral & Unrestricted$250
INTIMAN THEATRE
1425 BROADWAY 35SEATTLEWA98122N/APCLiberation Through Storytelling and the Arts$5,000
INVICTUS FOUNDATION
5412 NE 6TH CTRENTONWA98059N/APCGeneral & Unrestricted$5,000
INYO MONO ADVOCATES FOR COMMUNITY ACTION INC
PO BOX 845BISHOPCA93515N/APCGeneral & Unrestricted$250
JAPANESE GARDEN SOCIETY OF SEATTLE WASHINGTON
2430 76TH AVE SE APT 319MERCER ISLANDWA98040N/APCGeneral & Unrestricted$1,000
JUBILEE WOMENS CENTER
620 18TH AVE ESEATTLEWA98112N/APCGeneral & Unrestricted$5,000
JUMPING MOUSE CHILDRENS CENTER
1809 SHERIDAN STPORT TOWNSENDWA98368N/APCGeneral & Unrestricted$2,000
KCRW FOUNDATION INC
1900 PICO BLVDSANTA MONICACA90405N/APCGeneral & Unrestricted$250
KENT YOUTH AND FAMILY SERVICES
232 2ND AVE S STE 201KENTWA98032N/APCGeneral & Unrestricted$20,000
KITTITAS CONSERVATION TRUST
PO BOX 428ROSLYNWA98941N/APCGeneral & Unrestricted$2,000
KUOW-PUGET SOUND PUBLIC RADIO
4518 UNIVERSITY WAY NE STE 310SEATTLEWA98105N/APCGeneral & Unrestricted$8,250
LAKESIDE SCHOOL
14050 1ST AVE NESEATTLEWA98125N/APCGeneral & Unrestricted$100
LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC
120 WALL ST 19TH FLNEW YORKNY10005N/APCGeneral & Unrestricted$35,000
LEUKEMIA & LYMPHOMA SOCIETY INC
PO BOX 22443NEW YORKNY10087N/APCGeneral & Unrestricted$5,000
LIGHTHOUSE FOR THE BLIND INC
2501 S PLUM STSEATTLEWA98144N/APCTechnical Training$5,000
LOS ANGELES COUNTY BICYCLE COALITION
PO BOX 17733LONG BEACHCA90807N/APCGeneral & Unrestricted$250
LOS ANGELES MISSION INC
PO BOX 60127LOS ANGELESCA90060N/APCGeneral & Unrestricted$1,000
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST STVERNONCA90058N/APCGeneral & Unrestricted$500
LOW INCOME HOUSING INSTITUTE
1253 S JACKSON ST STE ASEATTLEWA98144N/APCCharitable Event$20,000
MALOTO INC
21 W 46TH ST STE 1408NEW YORKNY10036N/APCGeneral & Unrestricted$500
MEALS IN THE MEANTIME
21224 WHITE CLOUD DRMATTESONIL60443N/APCGeneral & Unrestricted$1,000
MEDECINS SANS FRONTIERES USA INC
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$5,000
MENTAL HEALTH CHAPLAINCY
PO BOX 19504SEATTLEWA98109N/APCGeneral & Unrestricted$10,000
MERCY CORPS
PO BOX 37800BOONEIA50037N/APCUkraine humanitarian assistance$5,581
MERCY CORPS
PO BOX 37800BOONEIA50037N/APCGeneral & Unrestricted$3,500
METHOW CONSERVANCY
PO BOX 71WINTHROPWA98862N/APCThe Campaign for Sunny M Ranch$250,000
MIDNIGHT MISSION
601 S SAN PEDRO STLOS ANGELESCA90014N/APCGeneral & Unrestricted$1,000
MISSION TO SEAFARERS
1011 SW KLICKITAT WAY STE 209SEATTLEWA98134N/APCGeneral & Unrestricted$2,500
MOCKINGBIRD SOCIETY
2100 24TH AVE S STE 240SEATTLEWA98144N/APCYoung people with lived experience in foster care$5,000
MONROE GOSPEL WOMENS MISSION
450 S LEWIS STMONROEWA98272N/APCMeeting the Needs of Senior Homeless Women$5,000
MORNINGSIDE
PO BOX 7936OLYMPIAWA98507N/APCGeneral & Unrestricted$5,000
NAACP FOUNDATION
4805 MOUNT HOPE DRBALTIMOREMD21215N/APCGeneral & Unrestricted$5,000
NAMI SEATTLE
802 NW 70TH STSEATTLEWA98117N/APCGeneral & Unrestricted$6,000
Nathan Hale High School
10750 30 AV NESEATTLEWA98125N/AGOVFor the tennis club$1,000
Nathan Hale High School
10750 30 AV NESEATTLEWA98125N/AGOVRobotic club/team$5,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
900 S BROADWAY 2ND FLDENVERCO80209N/APCCharitable Event$1,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH ST 11TH FLOORNEW YORKNY10011N/APCGeneral & Unrestricted$500
NMDP FOUNDATION
500 N 5TH STMINNEAPOLISMN55401N/APCGeneral & Unrestricted$2,750
NOOKSACK SALMON ENHANCEMENT ASSOCIATION
3057 E BAKERVIEW RDBELLINGHAMWA98226N/APCNSEA Community Tree Plantings for Salmon and Orca$5,000
NORTHWEST KIDNEY CENTERS
PO BOX 3035SEATTLEWA98114N/APCFor Education$5,000
NORTHWEST SCHOOL OF WOODEN BOAT BUILDING
42 N WATER STPORT HADLOCKWA98339N/APCInternship fund to work on Systems in the Troller and Folkboat, Boatbuilding Prothero Intern for Boatbuilding program$20,000
NORTHWEST SCHOOL OF WOODEN BOAT BUILDING
42 N WATER STPORT HADLOCKWA98339N/APCScholarship Fun & General Operations$30,000
NORTHWEST THERAPEUTIC RIDING CENTER
1884 KELLY RDBELLINGHAMWA98226N/APCGeneral & Unrestricted$5,000
OPEN ADOPTION & FAMILY SERVICES INC
5200 S MACADAM AVE STE 250PORTLANDOR97239N/APCGeneral & Unrestricted$15,000
OPERATION NIGHTWATCH
PO BOX 21181SEATTLEWA98111N/APCGeneral & Unrestricted$16,000
OPERATION NIGHTWATCH
PO BOX 21181SEATTLEWA98111N/APCCharitable Event$5,000
OREGON HUMANE SOCIETY
1067 NE COLUMBIA BLVDPORTLANDOR97211N/APCGeneral & Unrestricted$500
OREGON TRAIL OF HOPE
1616 NW 13TH AVEPORTLANDOR97209N/APCGeneral & Unrestricted$250
OUTDOOR OUTREACH
3980 SHERMAN ST STE 160SAN DIEGOCA92110N/APCGeneral & Unrestricted$500
OUTDOORS FOR ALL FOUNDATION
6344 NE 74TH ST STE 102SEATTLEWA98115N/APCGeneral & Unrestricted$1,470
PARADOX SPORTS
PO BOX 19044BOULDERCO80308N/APCGeneral & Unrestricted$500
PASADENA HUMANE SOCIETY
361 S RAYMOND AVEPASADENACA91105N/APCGeneral & Unrestricted$500
PHINNEY NEIGHBORHOOD ASSOCIATION
6532 PHINNEY AVE NSEATTLEWA98103N/APCGreenwood Senior Services$5,000
PIKE MARKET SENIOR CENTER
85 PIKE ST SUITE 200SEATTLEWA98101N/APCGeneral & Unrestricted$2,500
PLANNED PARENTHOOD GLOBAL INC
123 WILLIAM ST 10TH FLNEW YORKNY10038N/ASO IGeneral & Unrestricted$500
PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA I
2001 E MADISON STSEATTLEWA98122N/APCGeneral & Unrestricted$2,500
PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH
1117 TIETON DRYAKIMAWA98902N/APCGeneral & Unrestricted$10,000
PORTLAND HOMELESS FAMILY SOLUTIONS
6220 SE 92ND AVEPORTLANDOR97266N/APCGeneral & Unrestricted$2,000
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
700 EXCHANGE STMIDDLEBURYVT05753N/APCGeneral & Unrestricted$500
PRO PUBLICA INC
155 AVE OF THE AMERICAS 13TH FLNEW YORKNY10013N/APCGeneral & Unrestricted$500
PROGRAM FOR EARLY PARENT SUPPORT
4649 SUNNYSIDE AVE N STE 324SEATTLEWA98103N/APCCharitable Event$7,000
PROGRAM FOR EARLY PARENT SUPPORT
4649 SUNNYSIDE AVE N STE 324SEATTLEWA98103N/APCGeneral & Unrestricted$1,000
PROJECT BIOME INC
4351 SEMINOLE TRLCHARLOTTESVLEVA22911N/APCGeneral & Unrestricted$650
PUSHING BOUNDARIES
4162 148TH AVE NEREDMONDWA98052N/APCGeneral & Unrestricted$5,000
RAGGED MOUNTAIN FOUNDATION INC
PO BOX 948SOUTHINGTONCT06489N/APCGeneral & Unrestricted$750
RAINIER SCHOLARS
2100 24TH AVE S STE 360SEATTLEWA98144N/APCGeneral & Unrestricted$5,000
RE SOURCES
2309 MERIDIAN STBELLINGHAMWA98225N/APCGeneral & Unrestricted$35,000
REAL CHANGE HOMELESS EMPOWERMENT PROJECT
219 1ST AVE S STE 220SEATTLEWA98104N/APCGeneral & Unrestricted$53,000
REBUILDING TOGETHER PORTLAND OR
13909 NE AIRPORT WAYPORTLANDOR97230N/APCGeneral & Unrestricted$2,000
RED BADGE PROJECT
1816 38TH AVE ESEATTLEWA98112N/APCGeneral & Unrestricted$2,500
REFUGEE CHOIR PROJECT
PO BOX 2321TACOMAWA98401N/APCSharing Best Practices with Partners & Spreading Message through First Studio Album$5,000
RENAISSANCE 21
10911 FOREST AVE SSEATTLEWA98178N/APCGeneral & Unrestricted$1,000
SAFE HARBOR FREE CLINIC
7209 265TH ST NW STE 204STANWOODWA98292N/APCPatient Visits at Free Clinic$10,000
SAFEPLACE
PO BOX 2002OLYMPIAWA98507N/APCDomestic Violence and Sexual Assault Crisis Intervention & Advocacy$5,000
SAIL SAND POINT
7777 62ND AVE NE SUITE 101SEATTLEWA98115N/APCGeneral & Unrestricted$10,000
SAN DIEGO AUDUBON SOCIETY
4010 MORENA BLVD STE 100SAN DIEGOCA92117N/APCCharitable Event$6,350
SANCTUARY ART CENTER
1604 NE 50TH STSEATTLEWA98105N/APCEmergency Funds$5,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489NEWTOWNCT06470N/APCGeneral & Unrestricted$7,500
SARANAC LAKE INTERFAITH FOOD PANTRY
PO BOX 532SARANAC LAKENY12983N/APCGeneral & Unrestricted$250
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY EAST STE 400FAIRFIELDCT06825N/APCGeneral & Unrestricted$8,000
SAWHORSE REVOLUTION
801 2ND AVE 501SEATTLEWA98104N/APCGeneral & Unrestricted$5,000
SEATTLE CENTER FOUNDATION
305 HARRISON STE 310SEATTLEWA98109N/APCSeattle/King County Clinic$55,000
SEATTLE CLEMENCY PROJECT
20415 72ND AVE SOUTH STE 1-415KENTWA98032N/APCGeneral & Unrestricted$10,000
SEATTLE HOMELESS OUTREACH
12345 LAKE CITY WAY NE UNIT 177SEATTLEWA98125N/APCGeneral & Unrestricted$1,500
SEATTLES UNION GOSPEL MISSION
PO BOX 202SEATTLEWA98111N/APCGeneral & Unrestricted$2,500
SENIOR SERVICES OF ISLAND COUNTY
14594 STATE RTE 525LANGLEYWA98260N/APCGeneral & Unrestricted$5,000
SEQUIM SUNRISE ROTARY FOUNDATION
PO BOX 1521SEQUIMWA98382N/APCThe Joe Rantz Rotary Youth Fund$15,000
SEQUOIA PARKS CONSERVANCY
47050 GENERALS HWY UNIT 10THREE RIVERSCA93271N/APCGeneral & Unrestricted$250
SHADOW PROJECT
PO BOX 3107PORTLANDOR97208N/APCGeneral & Unrestricted$250
SKAGITONIANS TO PRESERVE FARMLAND
PO BOX 2405MOUNT VERNONWA98273N/APCGeneral & Unrestricted$8,000
SNOHOMISH SENIORS
506 4TH STSNOHOMISHWA98290N/APCGeneral & Unrestricted$6,500
SO CAL SNOW AVALANCHE CENTER
PO BOX 214TUJUNGACA91043N/APCGeneral & Unrestricted$150
SOUND GENERATIONS
2208 2ND AVE STE 100SEATTLEWA98121N/APCMeals on Wheels$2,500
SOUTHEAST EFFECTIVE DEVELOPMENT
5117 RAINIER AVE SSEATTLEWA98118N/APCGeneral & Unrestricted$25,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 SOUTH RAYMOND AVEPASADENACA91105N/APCGeneral & Unrestricted$500
ST VINCENT DE PAUL VILLAGE INC
3350 E STSAN DIEGOCA92102N/APCGeneral & Unrestricted$250
STANWOOD-CAMANO ART ADVOCACY COMMISSION
PO BOX 2528STANWOODWA98292N/APCArts Education for Emerging Artists of All Ages (AEFEAOAA)$5,000
STATION L ROWING CLUB
PO BOX 14171PORTLANDOR97293N/APCGeneral & Unrestricted$1,000
STORRIER STEARNS GARDEN
270 ARLINGTON DRPASADENACA91105N/APCGeneral & Unrestricted$250
STRONGERTOWNS
1239 TAYLOR STPORT TOWNSENDWA98368N/APCSchool-Based Prevention of Mental Illness for Jefferson County, WA, Students$5,000
SUMMER SCIENCE PROGRAM INC
11010 LAKE GROVE BLVD STE 100418MORRISVILLENC27560N/APCGeneral & Unrestricted$500
SUPPORT AND FEED INC
3756 W AVE 40 STE K PMB 184LOS ANGELESCA90065N/APCGeneral & Unrestricted$2,000
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673N/APCGeneral & Unrestricted$250
SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAYSEATTLEWA98122N/APCBen and Catherine Ivy Center for Advanced Tumor Treatment$5,000
TEEN FEED
4740 B UNIVERSITY WAY NESEATTLEWA98105N/APCGeneral & Unrestricted$2,500
TERRY HOME
138 THIRD AVE SWPACIFICWA98047N/APCCharitable Event$5,000
THE ACCESS FUND
PO BOX 17010BOULDERCO80308N/APCGeneral & Unrestricted$1,500
THE CHRYSALIS CENTER
522 S MAIN STLOS ANGELESCA90013N/APCGeneral & Unrestricted$500
THE FID GROUP
444 E WASHINGTON BLVDPASADENACA91104N/APCGeneral & Unrestricted$500
THE LEUKEMIA & LYMPHOMA SOCIETY
5540 FALMOUTH ST SUITE 101RICHMONDVA23230N/APCGeneral & Unrestricted$500
THE MUSTARD SEED PROJECT OF KEY PENINSULA
PO BOX 182VAUGHNWA98394N/APCGeneral & Unrestricted$5,000
THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE
909 4TH AVESEATTLEWA98104N/APCCharitable Event$15,000
THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE
909 4TH AVESEATTLEWA98104N/APCCharitable Event$10,000
THEODORE PAYNE FOUNDATION FOR WILD FLOWERS & NATIV
10459 TUXFORD STSUN VALLEYCA91352N/APCGeneral & Unrestricted$500
TIDES CENTER
PO BOX 889385LOS ANGELESCA90088N/APCTHE ARAB RESOURCE AND ORGANIZING CENTER$5,000
TIDES INC
1012 TORNEY AVESAN FRANCISCOCA94129N/APCTHE ARAB RESOURCE AND ORGANIZING CENTER$5,000
TRANSITIONAL RESOURCES
2970 SW AVALON WAYSEATTLEWA98126N/APCGeneral & Unrestricted$3,000
TREEHOUSE
2100 24TH AVE S STE 200SEATTLEWA98144N/APCGeneral & Unrestricted$10,000
TRUE MEASURE COLLABORATIVE
618 NW 75TH STSEATTLEWA98117N/APCGeneral operating support$2,500
TUNE IN TO NATURE ORG
PO BOX 99456SEATTLEWA98139N/APCGeneral & Unrestricted$35,000
TUNE IN TO NATURE ORG
PO BOX 99456SEATTLEWA98139N/APCBirdNote$5,000
TUPPER LAKE COMMUNITY FOOD PANTRY
PO BOX 731TUPPER LAKENY12986N/APCGeneral & Unrestricted$250
UNION STATION HOMELESS SERVICES
825 E ORANGE GROVE BLVDPASADENACA91104N/APCGeneral & Unrestricted$500
UNIVERSITY SUNRISE ROTARY SERVICE FOUNDATION
PO BOX 15131SEATTLEWA98115N/APCGeneral & Unrestricted$5,140
UPLIFT NORTHWEST
2515 WESTERN AVESEATTLEWA98121N/APCGeneral & Unrestricted$15,000
VASHON MAURY COMMUNITY FOOD BANK
POB 1205VASHONWA98070N/APCPicnics in the Parks!: Summer Meals for Vashon's Y$5,000
VASHON-MAURY SENIOR CENTER
PO BOX 848VASHONWA98070N/APCGeneral & Unrestricted$5,000
VICTORY PROGRAMS INC
404 S HUNTINGTON AVEBOSTONMA02130N/APCGeneral & Unrestricted$10,000
VINE MAPLE PLACE
PO BOX 1092MAPLE VALLEYWA98038N/APCGeneral & Unrestricted$5,000
WAKE FOR WARRIORS INC
571 LONGVIEW DRHAMILTONGA31811N/APCCharitable Event$12,000
WASHINGTON STATE UNIVERSITY FOUNDATION
PO BOX 641927PULLMANWA99164N/APCElson S. Floyd College of Medicine (ESFCOM) Scholarship Fund$240,000
WE HEART SEATTLE
2324 1ST AVE APT 503SEATTLEWA98121N/APCGeneral & Unrestricted$31,203
WELLSPRING FAMILY SERVICES
1900 RAINIER AVE SSEATTLEWA98144N/APCEarly Learning Program$1,000
WENATCHEE RIVER INSTITUTE
347 DIVISION STLEAVENWORTHWA98826N/APCGeneral & Unrestricted$5,000
WEST SEATTLE FOOD BANK
3419 SW MORGAN STSEATTLEWA98126N/APCGeneral & Unrestricted$3,500
WHITE CENTER EMERGENCY FOOD ASSOCIATION
10829 8TH AVE SWSEATTLEWA98146N/APCGeneral & Unrestricted$3,500
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC20090N/APCGeneral & Unrestricted$500
WILLAMETTE RIVERKEEPER
403 SE CARUTHERS ST STE 101PORTLANDOR97214N/APCGeneral & Unrestricted$3,000
WORLD WITHOUT HATE INC
140 LAKESIDE AVE STE 31ASEATTLEWA98122N/APCGeneral & Unrestricted$10,000
YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN L
1127 N AVALON BLVDWILMINGTONCA90744N/APCGeneral & Unrestricted$500
YOUTH EXPERIENTIAL TRAINING INSTITUTE
226 SW 171ST STNORMANDY PARKWA98166N/APCAll Youth in Nature Project$5,000
YOUTHCARE
PO BOX 15258SEATTLEWA98115N/APCYouthCare's 37th Annual Luncheon - Challenge Pool$2,500
YOUTHCARE
PO BOX 15258SEATTLEWA98115N/APCCharitable Event$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,914,620TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,043ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$844,016ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,042,059ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
INTEREST INCOME FROM NOTES14$56,617
INTEREST INCOME FROM LOANS14$3,500525990$219,489
INTEREST INCOME FROM PRIS$26,125

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$219,489UnrelatedBusinessTaxblIncmAmt
Exclusion$1,967,235ExclusionAmt
Related Or Exempt Function Incm$26,125RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,212,849TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11INCOME EARNED FROM PROGRAM RELATED INVESTMENT LOANS PROVIDED TO PROTECT WILDLIFE IN WHATCOME COUNTY AND TO PROMOTE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES.
11INCOME EARNED FROM PROGRAM RELATED INVESTMENT LOANS PROVIDED TO PROMOTE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH HOMEBUYER EDUCATION & FINANCIAL PLANNING, BUYER PURCHASE ASSISSTANCE LOANS & ORIGINATION & HOME CONSTRUCTION.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (47 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE INC - 2.300% - 02/01/193$210,856$179,419
ALPHABET INC CL C - 3.375% - 0$150,894$149,487
AMAZON INC - 1.650% - 05/12/20$120,998$108,114
APPLE INC - 2.500% - 02/09/202$235,868$243,831
APPLE INC NOTE CALL - 3.350% -$209,440$199,783
AUTOMATIC DATA PROCESSING - 3.$468,069$450,795
BERKSHIRE HATHAWAY ENERGY - 3.$76,312$71,211
COCA COLA CO - 2.125% - 09/06/$113,333$104,048
COCA COLA CO - 2.900% - 05/25/$242,340$239,244
COSTCO - 3.000% - 05/17/2027$185,517$178,279
DISNEY WALT CO - 2.950% - 06/1$249,578$240,068
DISNEY WALT CO - 3.000% - 02/1$153,834$145,097
ESTEE LAUDER COS INC - 2.375%$139,493$115,868
ESTEE LAUDER COS INCNOTE CALL$132,341$121,420
GILEAD - 3.500% - 02/01/2025$117,471$118,061
GOOGLE INC - 3.375% - 02/25/20$359,899$348,803
HOME DEPOT INC - 2.950% - 06/1$80,771$75,271
ILLINIOS TOOL - 3.500% - 03/01$252,000$249,099
INTEL CORP - 2.000% - 08/12/20$286,757$241,084
INTEL CORP - 2.450% - 11/15/20$117,695$108,120
JOHN DEERE CAPITAL CORP - 2.60$187,299$173,997
JOHNSON & JOHNSON - 2.950% - 0$84,098$82,158
LILLY ELI &CO - 3.100% - 05/15$232,369$221,445
LILLY ELI &CO NOTE - 2.750% -$95,583$97,297
MERCK & CO INC - 1.450% - 06/2$141,799$117,166
MERCK & CO INC - 2.750% - 02/1$135,011$122,237
MICROSOFT CORP - 3.125% - 11/0$98,707$97,638
MICROSOFT CORP NOTE - 3.300% -$100,775$97,419
MICROSOFT CORP NOTE CALL - 2.8$151,481$149,627
NIKE INC NOTE CALL - 2.375% -$287,244$289,611
NORTHERN TR CORP - 3.650% - 08$76,488$77,374
NORTHERN TR CORP NOTE - 4.000%$135,849$138,225
PEPSICO INC - 2.750% - 04/30/2$240,148$243,502
PEPSICO INC - 3.000% - 10/15/2$95,967$96,112
PFIZER INC - 2.950% - 03/15/20$141,985$139,288
PFIZER INC - 3.000% - 12/15/20$99,214$96,408
POTOMAC ELEC PWR CO - 3.600% -$203,633$199,068
PROCTER AND GAMBLE CO - 2.850%$150,676$148,404
QUALCOMM INC - 1.300% - 05/20/$281,184$252,458
QUALCOMM INC NOTE - 2.150% - 0$114,778$105,868
SNAP ON INC NOTE CALL - 3.250%$20,179$19,315
STARBUCKS CORP - 2.450% - 06/1$332,419$333,196
SUTTER HEALTH SER 2018A BOND -$379,738$355,752
TEXAS INSTRUMENTS INC - 1.750%$331,050$280,527
UNION PAC CORP NOTE - 4.750% -$139,620$140,918
UNITEDHEALTH GROUP - 2.300% -$114,443$104,168
WAL MART - 3.300% - 04/22/2024$304,696$298,009

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$357,316$1,013,965
ABBVIE INC$121,848$435,931
ACCENTURE PLC$50,715$54,391
ADVANCED MICRO DEVICES INC$148,253$962,145
ALPHABET INC CL C$166,555$870,947
AMEREN ILL PUB 4.25$263,231$236,300
AMEREN ILL PUB 5.16$150,750$141,538
AMERICAN TOWER REIT INC$93,552$102,543
AMGEN INC$63,303$82,086
ANALOG DEVICES INC$252,878$276,991
APPLE INC$176,642$1,436,273
ATMOS ENERGY CORP$92,511$90,402
AUTOMATIC DATA PROCESSING INC$162,810$872,706
AVALONBAY CMNTYS INC$99,965$113,081
BECTON DICKINSON & CO$99,721$97,044
BOSWELL JG CO COM$143,211$152,500
BROADRIDGE FINANCIAL$235,672$483,307
BROWN & BROWN INC$53,440$58,666
CARRIER GLOBAL$124,630$426,222
CELANESE CORPORATION$92,375$120,567
CHAUTAUQUA INTERNATIONAL GROWT$382,793$614,013
CHEVRON CORP$83,599$181,826
CINCINNATI FINANCIAL CORP$85,546$76,250
CISCO SYSTEMS INC$248,226$304,888
CONNECTICUT LIGHT PREFERRED L$71,960$74,550
COSTCO WHOLESALE CORPORATION$234,388$520,803
DOLLAR GENERAL CORP$60,336$45,815
ECOLAB INC$283,027$310,814
EQUINIX, INC$54,508$390,614
EXXON MOBIL CORP$103$100
FIDELITY NATIONAL FINANCIAL IN$168,349$283,518
FIRST NATIONAL BANK - AK$905,999$795,560
FRMRS & MRCHNT BK LONG BEACH C$559,999$512,600
GENUINE PARTS COMPANY$128,804$112,739
GILEAD SCIENCES INC$92,507$96,564
HOME DEPOT INC$240,316$437,693
ILLINOIS TOOL WORKS$94,435$107,395
INTUIT$107,363$136,882
JOHNSON & JOHNSON$100,388$250,784
MCCORMICK & CO$295,086$430,362
MCDONALD'S CORP$304,104$451,585
MEDTRONIC PLC$315,772$271,360
MERCK & CO INC$167,996$545,100
MICROSOFT CORP$127,733$1,964,056
MONDELEZ INTERNATIONAL INC$49,953$49,252
NESTLE S.A$257,246$509,928
NIAGARA MOHAWK POWER CORP PFD$60,838$58,978
NSTAR ELECT 4.78 PFD$72,675$67,150
PACCAR INC$329,522$1,029,718
PAYCHEX$264,751$644,623
PEPSICO INC$330,390$406,257
PFIZER INC$57,202$48,022
POOL CORP$102,555$116,423
RAYTHEON TECHNOLOGIES CORP$171,713$224,149
SEABOARD CORP$364,000$464,113
SHERWIN-WILLIAMS CO$253,877$469,098
STARBUCKS CORP COM$232,304$619,265
STERIS PLC$85,279$88,819
STRYKER CORPORATION$97,995$104,212
SYSCO CORP$282,701$432,052
TE CONNECTIVITY LTD$143,460$149,352
TEXAS INSTRUMENTS INC$306,204$317,226
TRACTOR SUPPLY CO COM$134,140$125,362
UNION ELECTRIC CO 4.5%$174,125$146,000
UNION PACIFIC$284,662$945,146
UNITED PARCEL SERVICE$107,000$89,621
VISA INC$92,291$143,193
W T B FINL CORP CMT CL B$384,300$642,600
WEC ENERGY GROUP, INC$92,681$84,928
WEYERHAEUSER CO$116,117$260,775
XYLEM INC$164,459$733,391

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$597,990USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$606,126USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - WHATCOM LAND TRUST - 2%$100,000$100,000
PRI - WHATCOM LAND TRUST - 3%$75,000$75,000
PRI - HOMESIGHT$1,000,000$1,000,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$86,430$86,430
State or Local Filing Fees$85$85
Website Hosting/Support$224$224

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Interest Income from Notes$56,617$56,617
INTEREST INCOME FROM LOANS$222,989$3,500
INTEREST INCOME FROM PRIS$26,125$26,125$26,125

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Amt$8,000Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLINE OF CREDITDesc
BOY Book Value$3,865,121BOYBookValueAmt
EOY Book Value$751,220EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
COMMUNITY ROOTS HOUSING
$175,000$1,490,0002018-102024-09INT QRTLY,PRIN & INT DUE MATURITY3.NONEEXPENSES FOR BORROWERS PROJECTSN/A 0 CONVERSION OF LLC TO NOTE 0
FARM POWER NORTHWEST
$185,715$185,7152009-012024-12QUARTERLY INTEREST7.NONEBUY BACK LLC INTERESTN/A 0 CONVERSION OF LLC TO NOTE 0$185,715

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$101,192Amt
Net Investment Income$101,192NetInvestmentIncomeAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationWe respectfully request that the Foundation's quarterly estimated tax payments be treated as timely and request that no underpayment penalties be assessed because the payment delay was due to reasonable cause. Treasury Regulations SEC. 301.6651-1(c)(1) defines reasonable cause by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to submit a payment in a timely fashion for Form 990-PF. The Foundation's 2023 990-PF quarterly estimates were underpaid due to administrative error. It was discovered during the preparation of the 2023 990-PF that information relevant to the tax calculation was misclassified which caused the underpayment. Form 990-PF Part V, Line 8 reports no underpayment penalty of estimated tax since this was through no fault of the Foundation. The administrator is in the process of updating its policies and procedures to ensure that this will not occur in the future. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's and its administrator's actions were reasonable and in good faith. The underpayment of quarterly estimates was not in any way due to an intentional disregard of IRS rules but rather a clerical error. Therefore, we believe the Foundation is entitled to abatement of any penalty.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2023$21,400
990-T Income Tax for 2022$9,875
Foreign Tax Paid$2,251$2,251