LUCKY SEVEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LUCKY SEVEN FOUNDATION (EIN 91-1722000)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202213079349102101
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T20:57:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911722000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lucky Seven Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LUCK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol backus | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Carol | PersonFirstNm |
| Person Last | backus | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,093,976 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $212 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $212 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $858,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $858,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,721,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,467,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,917,915 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,338 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $55,178 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,187 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,635,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,831,848 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,187 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $113,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,513 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,309 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,909 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $83,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $83,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,518,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,518,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,741,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,602,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $893,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,714,426 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,187 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $741,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $741,318 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,675,715 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $875,715 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,675,715 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,685,715 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $15,866,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,451,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,454,277 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,412,691 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,926,137 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,237,666 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $100,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $100,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $100,000 | MortgageLoansEOYFMVAmt |
| Other Assets BOY | $575,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $875,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $875,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,875,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,769,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,093,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,875,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,769,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,875,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,769,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,875,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,769,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,875,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $893,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $750 | OtherIncreasesAmt |
| Subtotal | $26,769,578 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,769,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,467,406 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,549,491 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,917,915 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,917,915 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,917,915 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,731 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37,731 | SubtotalAmt |
| Tax Based On Investment Income | $37,731 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,454 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $38,654 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $923 | OverpaymentAmt |
| Applied To ES Tax | $923 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Carol A Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Christopher R Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Edward A Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, VP | 1.0 | $0 | $0 | $0 |
| John Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Spencer Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Valerie F Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Robert Fikso | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Matthew F Stoller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Philip R Stoller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Susan B Stoller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INCORPORATED | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 532025391 | INVESTMENT MGMT | $113,513 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $83,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HOMESIGHT PROMOTES AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH HOMEBUYER EDUCATION & FINANCIAL PLANNING, BUYER PURCHASE ASSISTANCE LOANS & ORIGINATION, & HOME CONSTRUCTION | Description1Txt |
| Expenses1 | $300,000 | Expenses1Amt |
| Total | $300,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,350,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $607,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,785,715 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,743,442 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,743,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $611,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,132,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,006,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,006,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,731 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,731 | TotalTaxAmt |
| Distributable Before Adj | $1,968,884 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $910 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,969,794 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,969,794 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,602,117 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $300,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,902,117 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,969,794 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,088,074 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $1,902,117 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,088,074 | AppliedToYear1Amt |
| Applied To Current Year | $814,043 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,155,751 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION SOURCE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE 3RD FLOOR | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008391754 | RecipientPhoneNum |
| Form And Info And Materials | WWW.FSREQUESTS.COM/LUCKYSEVEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WWW.FSREQUESTS.COM/LUCKYSEVEN | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.FSREQUESTS.COM/LUCKYSEVEN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (220 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350 SEATTLE | |||||||
| 5031 UNIV WAY NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $5,500 |
| 5TH AVENUE THEATRE ASSOCIATION | |||||||
| 1326 5TH AVE STE 735 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,500 |
| ABUSED DEAF WOMENS ADVOCACY SERVICES | |||||||
| 8623 ROOSEVELT WAY NE | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $5,000 |
| ACE MENTOR PROGRAM OF AMERICA INC | |||||||
| 1301 FIFTH AVE STE 3200 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $250 |
| ACE MENTOR PROGRAM OF GREATER NEW YORK INC | |||||||
| 1325 AVE OF THE AMERICAS FL 27 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $2,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | N/A | PC | General Fund | $2,500 |
| AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES | |||||||
| 2013 H ST NW 5TH FL | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND | |||||||
| PO BOX 2728 | SEATTLE | WA | 98111 | N/A | PC | General & Unrestricted | $4,500 |
| AMERICAN SAFE CLIMBING ASSOCIATION | |||||||
| PO BOX 3691 | BOULDER | CO | 80307 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN TRUST FBO OXFORD UNIVERSITY | |||||||
| 8229 BOONE BLVD SUITE 240 | VIENNA | VA | 22182 | N/A | PC | General & Unrestricted | $250 |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STAT | |||||||
| PO BOX 61568 | VANCOUVER | WA | 98666 | N/A | PC | General & Unrestricted | $1,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION - ALSA E | |||||||
| 19226 66TH AVE S | KENT | WA | 98032 | N/A | PC | General & Unrestricted | $1,000 |
| ANGEL CITY PIT BULLS | |||||||
| 1834 S GRAMERCY PL | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $250 |
| ANNIE WRIGHT SCHOOLS | |||||||
| 827 N TACOMA AVE | TACOMA | WA | 98403 | N/A | PC | General & Unrestricted | $2,500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 2200 6TH AVE STE 835 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $1,000 |
| ARMORY CENTER FOR THE ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | N/A | PC | General & Unrestricted | $250 |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW STE 110 | SEATTLE | WA | 98106 | N/A | PC | General & Unrestricted | $5,000 |
| ASSOCIATION OF AMERICAN RHODES SCHOLARS | |||||||
| 8229 BOONE BLVD STE 240 | VIENNA | VA | 22182 | N/A | PC | General & Unrestricted | $250 |
| ATLANTIC STREET CENTER | |||||||
| 2103 S ATLANTIC ST | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $2,500 |
| ATLANTIC STREET CENTER | |||||||
| 2103 S ATLANTIC ST | SEATTLE | WA | 98144 | N/A | PC | Atlantic Street Center Kinship Cares Program | $5,000 |
| ATTAIN HOUSING | |||||||
| 125 STATE ST S | KIRKLAND | WA | 98033 | N/A | PC | Transitional Housing Program | $2,500 |
| AUSTRALIAN TERRIER RESCUE INC | |||||||
| 20717 KISHWAUKEE VALLEY RD | MARENGO | IL | 60152 | N/A | PC | General & Unrestricted | $500 |
| AUSTRALIAN TERRIER TR | |||||||
| PO BOX 5767 | PALM SPRINGS | CA | 92263 | N/A | PC | General & Unrestricted | $500 |
| BAGLEY PTA 6 14 40 SEATTLE COUNCIL | |||||||
| 740 N 78TH ST | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $1,000 |
| BAYSIDE HOUSING & SERVICES | |||||||
| PO BOX 927 | PORT HADLOCK | WA | 98339 | N/A | PC | Tiny House Village Community Build Fund | $4,000 |
| BE THE MATCH FOUNDATION | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $3,500 |
| BIKE & BUILD INC | |||||||
| 6153 RIDGE AVE | PHILADELPHIA | PA | 19128 | N/A | PC | General & Unrestricted | $250 |
| BIKE WORKS SEATTLE | |||||||
| 3709 S FERDINAND ST | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $1,000 |
| BOOK-IT REPERTORY THEATRE | |||||||
| SEATTLE CENTER 305 HARRISON ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $15,000 |
| BORDER ANGELS | |||||||
| 2258 ISLAND AVE | SAN DIEGO | CA | 92102 | N/A | PC | General & Unrestricted | $250 |
| BORDER KINDNESS | |||||||
| PO BOX 2454 | EL CENTRO | CA | 92244 | N/A | PC | General & Unrestricted | $500 |
| BROWN UNIVERSITY - BROWN ANNUAL FUND | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | General & Unrestricted | $5,250 |
| CALMATTERS | |||||||
| 1017 L ST 261 | SACRAMENTO | CA | 95814 | N/A | PC | General & Unrestricted | $500 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | Lunches for Camp Sparkle Fund | $10,000 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $17,000 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | Cancer Education for Teens Project | $15,000 |
| CASCADE BICYCLE CLUB | |||||||
| 7787 62ND AVE NE | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $2,000 |
| CASCADE PUBLIC MEDIA | |||||||
| PO BOX 84109 | SEATTLE | WA | 98124 | N/A | PC | General & Unrestricted | $2,700 |
| CASCADE SERVICE DOGS | |||||||
| PO BOX 2641 | OLYMPIA | WA | 98507 | N/A | PC | General & Unrestricted | $2,500 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| CENTRAL AMERICAN RESOURCE CENTER - CARECEN - OF CA | |||||||
| 2845 W 7TH ST | LOS ANGELES | CA | 90005 | N/A | PC | General & Unrestricted | $250 |
| CHARITY GLOBAL INC - CHARITY WATER | |||||||
| 40 WORTH ST STE 330 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 |
| CHIEF SEATTLE CLUB | |||||||
| 410 2ND AVE EXT S | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $3,000 |
| CHILDRENS HEALTH DEFENSE | |||||||
| 8907 KEY W ISLAND WAY | RIVERVIEW | FL | 33578 | N/A | PC | General & Unrestricted | $1,950 |
| CIRCLE OF FRIENDS FOR MENTAL HEALTH | |||||||
| 1100 NE CAMPUS PKWY SUITE 200 | SEATTLE | WA | 98195 | N/A | PC | General & Unrestricted | $10,000 |
| CIRCLE OF FRIENDS FOR MENTAL HEALTH | |||||||
| 1100 NE CAMPUS PKWY SUITE 200 | SEATTLE | WA | 98195 | N/A | PC | Circle of Friends Sustaining Operational Fund | $5,000 |
| CITY OF HOPE | |||||||
| 1500 DUARTE RD | DUARTE | CA | 91010 | N/A | PC | General & Unrestricted | $10,000 |
| CITY OF HOPE | |||||||
| 1500 DUARTE RD | DUARTE | CA | 91010 | N/A | PC | Center for Survivorship Outcomes | $5,000 |
| CITY OF HOPE | |||||||
| 1500 DUARTE RD | DUARTE | CA | 91010 | N/A | PC | Hematologic Malignancies Research Institute | $10,000 |
| CITY OF HOPE | |||||||
| 1500 DUARTE RD | DUARTE | CA | 91010 | N/A | PC | Gehr Family Center | $10,000 |
| COALITION FOR HUMANE IMMIGRANT RIGHTS | |||||||
| 2533 W 3RD ST STE 101 | LOS ANGELES | CA | 90057 | N/A | PC | General & Unrestricted | $250 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY ACTION OF SKAGIT COUNTY | |||||||
| 303 PACIFIC PL | MOUNT VERNON | WA | 98273 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITY LUNCH ON CAPITOL HILL | |||||||
| 1710 11TH AVE | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $3,000 |
| COMMUNITY ROOTS HOLDING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | Charitable Event | $7,500 |
| COMMUNITY ROOTS HOLDING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | Rise Together | $500 |
| COMMUNITY ROOTS HOLDING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $5,000 |
| DAWN - DOMESTIC ABUSE WOMENS NETWORK | |||||||
| PO BOX 1449 | KENT | WA | 98035 | N/A | PC | General & Unrestricted | $10,000 |
| DAWN - DOMESTIC ABUSE WOMENS NETWORK | |||||||
| PO BOX 1449 | KENT | WA | 98035 | N/A | PC | Emergency Fund | $10,000 |
| DIVINE ALTERNATIVES FOR DADS SERVICES (DADS) | |||||||
| 5709 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | to cover the basic needs of the community | $10,000 |
| DIVINE ALTERNATIVES FOR DADS SERVICES (DADS) | |||||||
| 5709 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $1,000 |
| DUWAMISH TRIBAL SERVICES | |||||||
| 4705 W MARGINAL WAY SW | SEATTLE | WA | 98106 | N/A | PC | General & Unrestricted | $3,000 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $250 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1250 I ST NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| EPIPHANY PARISH | |||||||
| 1805 38TH AVE | SEATTLE | WA | 98122 | N/A | PC | Flood Relief Fund in Abbotsford | $100,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $6,500 |
| FAMILY LAW CASA OF KING COUNTY | |||||||
| 16300 CHRISTENSEN ROAD STE 306 | TUKWILA | WA | 98188 | N/A | PC | General & Unrestricted | $2,000 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | FareStart Hunger Relief and Food Security | $5,000 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $10,000 |
| FOOD FOR FAMILIES INC | |||||||
| 4233 SE 182ND AVE 158 | GRESHAM | OR | 97030 | N/A | PC | General & Unrestricted | $1,000 |
| FOOD LIFELINE | |||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $500 |
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $6,000 |
| FREE SPEECH FOUNDATION | |||||||
| 1645 W VALENCIA RD STE 109 19 | TUCSON | AZ | 85746 | N/A | PC | America's frontline doctor's Fund | $1,000 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| PO BOX 99608 | LAKEWOOD | WA | 98496 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF MEALI INTERNATIONAL INC | |||||||
| 240 BRATTLE ST APT 42 | CAMBRIDGE | MA | 02138 | N/A | PC | Hope Boys and GIrls School in Tanzania | $20,000 |
| FRIENDS OF MEALI INTERNATIONAL INC | |||||||
| 240 BRATTLE ST APT 42 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $11,000 |
| FRIENDS OF THE EASTERN SIERRA AVALANCHE CENTER | |||||||
| PO BOX 1505 | MAMMOTH LAKES | CA | 93546 | N/A | PC | General & Unrestricted | $750 |
| FRONT LINE COVID 19 CRITICAL CARE ALLIANCE INC | |||||||
| 2001 L ST NW STE 500 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,000 |
| FULL LIFE CARE | |||||||
| 4712 35TH AVE S | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $5,000 |
| FUSE INNOVATION FUND | |||||||
| PO BOX 4897 | SEATTLE | WA | 98194 | N/A | PC | General & Unrestricted | $5,000 |
| GREATER SEATTLE BUREAU OF FEARLESS IDEAS | |||||||
| 8414 GREENWOOD AVE N | SEATTLE | WA | 98103 | N/A | PC | Greenwood Storefront project | $26,000 |
| GUIDE DOGS OF THE DESERT | |||||||
| 60735 DILLON RD | WHITEWATER | CA | 92282 | N/A | PC | General & Unrestricted | $8,500 |
| HANFORD CHALLENGE | |||||||
| 2317 E JOHN ST | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $28,500 |
| HELLO BABY NFP | |||||||
| 14 N PEORIA ST SUITE 2E | CHICAGO | IL | 60607 | N/A | PC | General & Unrestricted | $500 |
| HELPING LINK | |||||||
| 1032 S JACKSON ST SUITE C | SEATTLE | WA | 98104 | N/A | PC | Charitable Event | $10,000 |
| HELPING LINK | |||||||
| 1032 S JACKSON ST SUITE C | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $10,000 |
| HENDERSON-NORWESTER CAMP | |||||||
| PO BOX 1055 | EDMONDS | WA | 98020 | N/A | PC | General & Unrestricted | $1,000 |
| HERO HOUSE | |||||||
| 12838 SE 40TH PL | BELLEVUE | WA | 98006 | N/A | PC | General & Unrestricted | $4,000 |
| HERO HOUSE | |||||||
| 12838 SE 40TH PL | BELLEVUE | WA | 98006 | N/A | PC | Clubhouse Seattle | $7,500 |
| HILLSIDE FELLOWSHIP | |||||||
| 5027 159TH PL SE | BELLEVUE | WA | 98006 | N/A | PC | General & Unrestricted | $100 |
| HOLOCAUST CENTER FOR HUMANITY | |||||||
| 2045 2ND AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $5,600 |
| HUMANE SOCIETY FOR SEATTLE-KING CO | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | N/A | PC | Trauma Informed Training for Seattle Humane Staff | $2,500 |
| IMMANUEL COMMUNITY SERVICES | |||||||
| 1215 THOMAS ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $10,000 |
| INDIGENOUS SHOWCASE | |||||||
| 1515 12TH AVE C | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $3,000 |
| INFORMED CONSENT ACTION NETWORK | |||||||
| 2025 GUADALUPE ST STE 260 | AUSTIN | TX | 78705 | N/A | PC | General & Unrestricted | $1,000 |
| INTERIM COMMUNITY DEVELOPMENT ASSOCIATION | |||||||
| PO BOX 3363 | SEATTLE | WA | 98114 | N/A | PC | General & Unrestricted | $5,000 |
| INTERNATIONAL INSTITUTE OF LOS ANGELES | |||||||
| 3845 SELIG PL | LOS ANGELES | CA | 90031 | N/A | PC | General & Unrestricted | $750 |
| INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION COLOR | |||||||
| PO BOX 584 | OAKRIDGE | OR | 97463 | N/A | PC | General & Unrestricted | $2,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | For aid in helping civilians escape Afghanistan | $1,000 |
| INVICTUS FOUNDATION | |||||||
| 5412 NE 6TH CT | RENTON | WA | 98059 | N/A | PC | General & Unrestricted | $2,500 |
| INYO MONO ADVOCATES FOR COMMUNITY ACTION INC | |||||||
| 137 E S ST | BISHOP | CA | 93514 | N/A | PC | General & Unrestricted | $500 |
| JDRF INTERNATIONAL SOUTHERN CALIFORNIA CHAPTER | |||||||
| 1391 WARNER AVE STE D | TUSTIN | CA | 92780 | N/A | PC | JDRF Ride To Cure Diabetes | $5,000 |
| JUBILEE WOMENS CENTER | |||||||
| 620 18TH AVE E | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $7,000 |
| JUMPING MOUSE CHILDRENS CENTER | |||||||
| 1809 SHERIDAN ST | PORT TOWNSEND | WA | 98368 | N/A | PC | General & Unrestricted | $5,000 |
| KCRW FOUNDATION INC | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $500 |
| KENT YOUTH AND FAMILY SERVICES | |||||||
| 232 2ND AVE S STE 201 | KENT | WA | 98032 | N/A | PC | General & Unrestricted | $12,500 |
| KENT YOUTH AND FAMILY SERVICES | |||||||
| 232 2ND AVE S STE 201 | KENT | WA | 98032 | N/A | PC | Charitable Event | $7,500 |
| KENT YOUTH AND FAMILY SERVICES | |||||||
| 232 2ND AVE S STE 201 | KENT | WA | 98032 | N/A | PC | Annual Fundraiser | $5,000 |
| KITTITAS CONSERVATION TRUST | |||||||
| PO BOX 428 | ROSLYN | WA | 98941 | N/A | PC | General & Unrestricted | $2,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $5,750 |
| LAKESIDE SCHOOL | |||||||
| 14050 1ST AVE NE | SEATTLE | WA | 98125 | N/A | PC | General & Unrestricted | $100 |
| LANE COUNTY SHERIFFS GROUND SEARCH AND RESCUE | |||||||
| 125 E 8TH AVE | EUGENE | OR | 97401 | N/A | PC | General & Unrestricted | $2,000 |
| LEGAL AID FOUNDATION OF LOS ANGELES | |||||||
| 1550 W 8TH ST | LOS ANGELES | CA | 90017 | N/A | PC | General & Unrestricted | $1,000 |
| LEGAL HOPE | |||||||
| 1700 WESTLAKE AVE N STE 200 | SEATTLE | WA | 98109 | N/A | PC | Clearing Records and Building Hope | $2,500 |
| LEGAL HOPE | |||||||
| 1700 WESTLAKE AVE N STE 200 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 9150 CHESAPEAKE DR STE 100 | SAN DIEGO | CA | 92123 | N/A | PC | General & Unrestricted | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | N/A | PC | General & Unrestricted | $1,500 |
| LOS ANGELES COUNTY BICYCLE COALITION | |||||||
| 634 SOUTH SPRING ST SUITE 821 | LOS ANGELES | CA | 90014 | N/A | PC | General & Unrestricted | $250 |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 1253 S JACKSON ST STE A | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $20,000 |
| MAGNUSON OFF-LEASH GROUP | |||||||
| PO BOX 51048 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $2,000 |
| MARY BRIDGE CHILDRENS FOUNDATION | |||||||
| PO BOX 5296 | TACOMA | WA | 98415 | N/A | PC | Child Abuse Intervention program Children's Courage | $5,000 |
| MAULI OLA FOUNDATION BREATH OF LIFE | |||||||
| 1003 S COAST HWY | LAGUNA BEACH | CA | 92651 | N/A | PC | General & Unrestricted | $250 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Charitable Event | $2,000 |
| MENTAL HEALTH CHAPLAINCY | |||||||
| PO BOX 19504 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $20,000 |
| METHOW VALLEY SPORTS TRAILS ASSOCIATION | |||||||
| PO BOX 147 | WINTHROP | WA | 98862 | N/A | PC | General & Unrestricted | $500 |
| MIRYS LIST | |||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | N/A | PC | General & Unrestricted | $500 |
| MITCHELL COLLEGE | |||||||
| 437 PEQUOT AVE | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $250 |
| MONROE GOSPEL WOMENS MISSION | |||||||
| 450 S LEWIS ST | MONROE | WA | 98272 | N/A | PC | Meeting the Needs of Senior Homeless Women | $5,000 |
| MONROE GOSPEL WOMENS MISSION | |||||||
| 450 S LEWIS ST | MONROE | WA | 98272 | N/A | PC | General & Unrestricted | $2,500 |
| MONTANA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 172750 | BOZEMAN | MT | 59717 | N/A | PC | General & Unrestricted | $1,000 |
| MORNINGSIDE ACADEMY | |||||||
| 901 LENORA ST | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $100 |
| MOUNTAIN RESCUE ASSOCIATION | |||||||
| PO BOX 880868 | SAN DIEGO | CA | 92168 | N/A | PC | General & Unrestricted | $250 |
| MUTT SCOUTS | |||||||
| 3318 WINLOW ST | SAN DIEGO | CA | 92105 | N/A | PC | General & Unrestricted | $250 |
| NAMI SEATTLE | |||||||
| 802 NW 70TH ST | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $24,000 |
| Nathan Hale High School | |||||||
| 10750 30 AV NE | SEATTLE | WA | 98125 | N/A | GOV | science department Fund | $6,000 |
| Nathan Hale High School | |||||||
| 10750 30 AV NE | SEATTLE | WA | 98125 | N/A | GOV | Nathan Hale Tennis club | $1,000 |
| NATIONAL DAY LABORER ORGANIZING NETWORK | |||||||
| 675 PARK VIEW ST SUITE B | LOS ANGELES | CA | 90057 | N/A | PC | General & Unrestricted | $250 |
| NAVOS | |||||||
| 2600 SW HOLDEN ST | SEATTLE | WA | 98126 | N/A | PC | General & Unrestricted | $15,000 |
| NORTHSHORE SENIOR CENTER | |||||||
| 10201 E RIVERSIDE DR | BOTHELL | WA | 98011 | N/A | PC | General & Unrestricted | $500 |
| NORTHWEST EDUCATION ACCESS | |||||||
| 6920 ROOSEVELT WAY NE STE 355 | SEATTLE | WA | 98115 | N/A | PC | Financial support for young, low-income higher education students | $5,000 |
| NORTHWEST HARVEST E M M | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | Charitable Event | $2,500 |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | |||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $4,000 |
| NORTHWEST SCHOOL OF WOODEN BOAT BUILDING | |||||||
| 42 N WATER ST | PORT HADLOCK | WA | 98339 | N/A | PC | Pay It Forward | $65,000 |
| NORTHWEST SCHOOL OF WOODEN BOAT BUILDING | |||||||
| 42 N WATER ST | PORT HADLOCK | WA | 98339 | N/A | PC | General & Unrestricted | $50,000 |
| NORTHWEST THERAPEUTIC RIDING CENTER | |||||||
| 1884 KELLY RD | BELLINGHAM | WA | 98226 | N/A | PC | General & Unrestricted | $5,000 |
| NUTRITIONFACTS ORG INC | |||||||
| PO BOX 11400 | TAKOMA PARK | MD | 20913 | N/A | PC | General & Unrestricted | $500 |
| OPERATION NIGHTWATCH | |||||||
| PO BOX 21181 | SEATTLE | WA | 98111 | N/A | PC | General & Unrestricted | $30,000 |
| OREGON FOOD BANK INC | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | N/A | PC | General & Unrestricted | $2,000 |
| OUTDOOR OUTREACH | |||||||
| 5275 MARKET ST STE 21 | SAN DIEGO | CA | 92114 | N/A | PC | General & Unrestricted | $500 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $250 |
| PIKE MARKET SENIOR CENTER | |||||||
| 85 PIKE ST SUITE 200 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $10,000 |
| PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA I | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $10,000 |
| PORTLAND HOMELESS FAMILY SOLUTIONS | |||||||
| 6220 SE 92ND AVE | PORTLAND | OR | 97266 | N/A | PC | General & Unrestricted | $5,000 |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE ST | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $250 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $250 |
| PROGRAM FOR EARLY PARENT SUPPORT | |||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $5,500 |
| QLAW FOUNDATION OF WASHINGTON | |||||||
| 101 YESLER WAY 300 | SEATTLE | WA | 98104 | N/A | PC | General Operating Funds | $5,000 |
| RAGGED MOUNTAIN FOUNDATION INC | |||||||
| PO BOX 948 | SOUTHINGTON | CT | 06489 | N/A | PC | General & Unrestricted | $250 |
| RAINIER PREP | |||||||
| 10211 12TH AVE S | SEATTLE | WA | 98168 | N/A | PC | Charitable Event | $1,000 |
| RE SOURCES | |||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | N/A | PC | Clean the Beaches and Save the Orca Whales Fund | $10,000 |
| RE SOURCES | |||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $25,000 |
| REAL CHANGE HOMELESS EMPOWERMENT PROJECT | |||||||
| 219 1ST AVE S STE 220 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $15,500 |
| RENTON AREA YOUTH AND FAMILY SERVICES | |||||||
| 1025 SOUTH 3RD ST | RENTON | WA | 98057 | N/A | PC | General & Unrestricted | $10,000 |
| SAFE HARBOR FREE CLINIC | |||||||
| 7209 265TH ST NW STE 204 | STANWOOD | WA | 98292 | N/A | PC | General & Unrestricted | $10,000 |
| SAIL SAND POINT | |||||||
| 7777 62ND AVE NE SUITE 101 | SEATTLE | WA | 98115 | N/A | PC | Saving the Lake - Electric Outboards as a Pollution | $2,500 |
| SAN DIEGO AUDUBON SOCIETY | |||||||
| 4010 MORENA BLVD STE 100 | SAN DIEGO | CA | 92117 | N/A | PC | Charitable Event | $500 |
| SAN DIEGO COASTKEEPER | |||||||
| 3900 CLEVELAND AVE STE 102 | SAN DIEGO | CA | 92103 | N/A | PC | General & Unrestricted | $250 |
| SANCTUARY ART CENTER | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | Emergency Fund | $20,000 |
| SANCTUARY ART CENTER | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | Greenwood Storefront project | $41,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | General & Unrestricted | $1,000 |
| SARANAC LAKE INTERFAITH FOOD PANTRY | |||||||
| PO BOX 532 | SARANAC LAKE | NY | 12983 | N/A | PC | General & Unrestricted | $500 |
| SAWHORSE REVOLUTION | |||||||
| 801 2ND AVE STE 501 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $5,000 |
| SEABROOK COMMUNITY FOUNDATION | |||||||
| PO BOX 423 | PACIFIC BEACH | WA | 98571 | N/A | PC | General & Unrestricted | $2,500 |
| SEATTLE AUDUBON SOCIETY | |||||||
| 8050 35TH AVE NE - | SEATTLE | WA | 98115 | N/A | PC | Youth Environmental Education Programs | $10,000 |
| SEATTLE PARKS FOUNDATION | |||||||
| 105 SOUTH MAIN ST 235 | SEATTLE | WA | 98104 | N/A | PC | ELI'S PARK PROJECT | $10,000 |
| SENIOR SERVICES OF ISLAND COUNTY | |||||||
| 14594 SR 525 | LANGLEY | WA | 98260 | N/A | PC | Meals on Wheels | $5,000 |
| SEQUOIA PARKS CONSERVANCY | |||||||
| 47050 GENERALS HWY UNIT 10 | THREE RIVERS | CA | 93271 | N/A | PC | General & Unrestricted | $500 |
| SHADOW PROJECT | |||||||
| PO BOX 3107 | PORTLAND | OR | 97208 | N/A | PC | General & Unrestricted | $1,000 |
| SIERRA MADRE SEARCH & RESCUE TEAM | |||||||
| PO BOX 24 | SIERRA MADRE | CA | 91025 | N/A | PC | General & Unrestricted | $250 |
| SKAGIT DOMESTIC VIOLENCE AND SEXUAL ASSAULT SERVIC | |||||||
| PO BOX 301 | MOUNT VERNON | WA | 98273 | N/A | PC | Safe, Healthy and Resilient Families Initiative | $5,000 |
| SKAGITONIANS TO PRESERVE FARMLAND | |||||||
| PO BOX 2405 | MOUNT VERNON | WA | 98273 | N/A | PC | General & Unrestricted | $8,000 |
| SNOHOMISH COMMUNITY FOOD BANK | |||||||
| PO BOX 1364 | SNOHOMISH | WA | 98291 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTHEAST EFFECTIVE DEVELOPMENT | |||||||
| 5117 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $2,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $500 |
| STOLENYOUTH | |||||||
| PO BOX 296 | SEATTLE | WA | 98111 | N/A | PC | General & Unrestricted | $5,000 |
| STRATEGIES FOR YOUTH INC | |||||||
| PO BOX 390174 | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $50,000 |
| SUMMER SCIENCE PROGRAM INC | |||||||
| 11010 LAKE GROVE BLVD STE 100418 | MORRISVILLE | NC | 27560 | N/A | PC | General & Unrestricted | $3,750 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | General & Unrestricted | $250 |
| TEENTIX | |||||||
| 305 HARRISON ST | SEATTLE | WA | 98109 | N/A | PC | 2021 Youth Arts Programs | $5,000 |
| TERRY HOME A NON-PROFIT CORPORATION | |||||||
| 138 THIRD AVE SW | PACIFIC | WA | 98047 | N/A | PC | General & Unrestricted | $5,000 |
| THE ACCESS FUND | |||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $250 |
| THE CHRYSALIS CENTER | |||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | N/A | PC | General & Unrestricted | $1,000 |
| THE FID GROUP | |||||||
| 444 E WASHINGTON BLVD | PASADENA | CA | 91104 | N/A | PC | General & Unrestricted | $1,000 |
| THE MUSTARD SEED PROJECT OF KEY PENINSULA | |||||||
| PO BOX 182 | VAUGHN | WA | 98394 | N/A | PC | General & Unrestricted | $20,000 |
| THE PRISON SCHOLAR FUND | |||||||
| 1752 NW MARKET ST 953 | SEATTLE | WA | 98107 | N/A | PC | General & Unrestricted | $2,500 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | N/A | PC | Annual Fund | $5,000 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $2,500 |
| TRANSITIONAL RESOURCES | |||||||
| 2970 SW AVALON WAY | SEATTLE | WA | 98126 | N/A | PC | General & Unrestricted | $3,000 |
| TUNE IN TO NATURE ORG | |||||||
| PO BOX 1857 | ASHEVILLE | NC | 28802 | N/A | PC | BirdNote Program | $10,000 |
| TUPPER LAKE COMMUNITY FOOD PANTRY | |||||||
| 179 DEMARS BLVD | TUPPER LAKE | NY | 12986 | N/A | PC | General & Unrestricted | $250 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY CHILD DEVELOPMENT SCHOOL | |||||||
| 5062 9TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $3,000 |
| UNIVERSITY OF PUGET SOUND | |||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | N/A | PC | General & Unrestricted | $2,000 |
| VASHON-MAURY SENIOR CENTER | |||||||
| PO BOX 848 | VASHON | WA | 98070 | N/A | PC | General & Unrestricted | $10,000 |
| VICTORY PROGRAMS INC | |||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | PC | Friends Feeding Victory program | $4,900 |
| VINE MAPLE PLACE | |||||||
| PO BOX 1092 | MAPLE VALLEY | WA | 98038 | N/A | PC | Friends Feeding Victory program | $5,000 |
| WASHINGTON STATE UNIVERSITY | |||||||
| PO BOX 641024 | PULLMAN | WA | 99164 | N/A | PC | General & Unrestricted | $250 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641927 | PULLMAN | WA | 99164 | N/A | PC | Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund | $60,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641927 | PULLMAN | WA | 99164 | N/A | PC | Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund | $60,000 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641927 | PULLMAN | WA | 99164 | N/A | PC | Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund | $60,000 |
| WHATCOM COMMUNITY FOUNDATION | |||||||
| 1500 CORNWALL AVE STE 202 | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $2,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $250 |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | N/A | PC | General & Unrestricted | $500 |
| WOMENS EARTH AND CLIMATE ACTION NETWORK | |||||||
| 775 E BLITHEDALE AVE 384 384 | MILL VALLEY | CA | 94941 | N/A | PC | General & Unrestricted | $12,000 |
| WORLD WITHOUT HATE INC | |||||||
| 140 LAKESIDE AVE STE 31A | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $8,000 |
| WORLD WITHOUT HATE INC | |||||||
| 140 LAKESIDE AVE STE 31A | SEATTLE | WA | 98122 | N/A | PC | Empathy Ambassadors Program | $32,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PC | Wounded Warrior Project | $5,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN L | |||||||
| 1127 N AVALON BLVD | WILMINGTON | CA | 90744 | N/A | PC | General & Unrestricted | $250 |
| YOUTHCARE | |||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,518,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $858,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,721,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| CANCELLED MEETING/EVENT REFUND | $160 | 01 | |
| INTEREST INCOME FROM NOTES | $48,491 | 14 | |
| INTEREST INCOME FROM LOANS | $3,500 | 14 | |
| INTEREST INCOME FROM PRIS | $3,187 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $52,151 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,579,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,187 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,635,263 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | INCOME EARNED FROM PROGRAM RELATED INVESTMENT LOANS PROVIDED TO PROTECT WILDLIFE IN WHATCOME COUNTY AND TO PROMOTE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (49 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC - 2.300% - 02/01/193 | $210,856 | $203,926 |
| ALABAMA POWER CO - 3.550% - 12 | $149,560 | $156,910 |
| ALPHABET INC CL C - 3.375% - 0 | $150,894 | $158,069 |
| AMAZON INC - 1.650% - 05/12/20 | $120,998 | $120,198 |
| APPLE INC - 2.500% - 02/09/202 | $235,868 | $260,258 |
| APPLE INC NOTE CALL - 3.350% - | $209,440 | $222,620 |
| AUTOMATIC DATA PROCESSING - 3. | $468,069 | $493,353 |
| BERKSHIRE HATHAWAY ENERGY - 3. | $76,312 | $80,301 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $254,065 | $250,578 |
| CHEVRON CORP - 2.198% - 03/03/ | $116,806 | $115,204 |
| COCA COLA CO - 2.125% - 09/06/ | $113,333 | $117,136 |
| COCA COLA CO - 2.900% - 05/25/ | $242,340 | $266,097 |
| COSTCO - 3.000% - 05/17/2027 | $185,517 | $198,303 |
| DISNEY WALT CO - 2.950% - 06/1 | $249,578 | $266,608 |
| DISNEY WALT CO - 3.000% - 02/1 | $153,834 | $158,754 |
| DUKE ENERGY OHIO 1MTG BD - 3.8 | $101,143 | $103,873 |
| ESTEE LAUDER COS INC - 2.375% | $139,493 | $133,029 |
| ESTEE LAUDER COS INCNOTE CALL | $132,341 | $128,426 |
| GOOGLE INC - 3.375% - 02/25/20 | $359,899 | $368,826 |
| HOME DEPOT - 2.625% - 06/01/20 | $175,485 | $176,355 |
| HOME DEPOT INC - 2.950% - 06/1 | $80,771 | $85,302 |
| ILLINIOS TOOL - 3.500% - 03/01 | $252,000 | $261,394 |
| INTEL CORP - 2.000% - 08/12/20 | $286,757 | $282,296 |
| JOHN DEERE CAPITAL CORP - 2.60 | $187,299 | $180,997 |
| JOHNSON & JOHNSON - 2.950% - 0 | $84,098 | $90,991 |
| LILLY ELI &CO - 3.100% - 05/15 | $232,369 | $245,281 |
| LILLY ELI &CO NOTE - 2.750% - | $95,583 | $104,489 |
| MERCK & CO INC - 1.450% - 06/2 | $141,799 | $133,936 |
| MERCK & CO INC - 2.750% - 02/1 | $135,011 | $130,944 |
| MICROSOFT CORP - 3.125% - 11/0 | $98,707 | $106,673 |
| MICROSOFT CORP NOTE - 3.300% - | $100,775 | $109,041 |
| MICROSOFT CORP NOTE CALL - 2.8 | $151,481 | $156,147 |
| NIKE INC NOTE CALL - 2.375% - | $287,244 | $318,858 |
| PEPSICO INC - 2.750% - 03/01/2 | $193,534 | $204,918 |
| PEPSICO INC - 2.750% - 04/30/2 | $240,148 | $261,529 |
| PEPSICO INC - 3.000% - 10/15/2 | $95,967 | $107,264 |
| PFIZER INC - 2.950% - 03/15/20 | $141,985 | $145,737 |
| PFIZER INC - 3.000% - 12/15/20 | $99,214 | $107,549 |
| POTOMAC ELEC PWR CO - 3.600% - | $203,633 | $209,806 |
| PRECISION CASTPARTS CORP - 2.5 | $249,591 | $253,700 |
| PROCTER AND GAMBLE CO - 2.850% | $150,676 | $165,943 |
| QUALCOMM INC - 1.300% - 05/20/ | $281,184 | $275,671 |
| SNAP ON INC NOTE CALL - 3.250% | $20,179 | $21,469 |
| STARBUCKS CORP - 2.450% - 06/1 | $332,419 | $361,830 |
| STARBUCKS CORP - 2.700% - 06/1 | $100,427 | $100,640 |
| TEXAS INSTRUMENTS INC - 1.750% | $331,051 | $319,197 |
| TOTAL CAPITAL - 2.700% - 01/25 | $100,377 | $102,054 |
| VIRGINIA ELEC & PWR CO - 3.450 | $101,331 | $101,228 |
| WAL MART - 3.300% - 04/22/2024 | $304,696 | $313,958 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $346,466 | $343,536 |
| ABB LTD | $316,220 | $621,369 |
| ABBOTT LABS | $357,316 | $1,296,497 |
| ABBVIE INC | $121,848 | $380,880 |
| ALPHABET INC CL C | $166,555 | $894,119 |
| AMEREN ILL PUB 4.25 | $263,231 | $346,236 |
| AMEREN ILL PUB 5.16 | $150,750 | $174,112 |
| AMGEN INC | $13,273 | $13,273 |
| APPLE INC | $176,642 | $1,324,672 |
| AUTOMATIC DATA PROCESSING INC | $162,810 | $923,689 |
| BAXTER INTERNATIONAL INC | $148,900 | $152,538 |
| BOSWELL JG CO COM | $143,211 | $251,000 |
| BROADRIDGE FINANCIAL | $235,672 | $429,444 |
| BROWN & BROWN INC | $7,433 | $11,175 |
| CARRIER GLOBAL | $155,775 | $502,968 |
| CHAUTAUQUA INTERNATIONAL GROWT | $382,793 | $672,027 |
| CHEVRON CORP | $51,865 | $117,350 |
| CISCO SYSTEMS INC | $223,058 | $350,436 |
| CME GROUP, INC | $321,331 | $448,924 |
| COLUMBIA SPORTSWEAR CO | $284,706 | $373,390 |
| CONNECTICUT LIGHT PREFERRED L | $71,960 | $86,800 |
| CORNING INC | $41,458 | $38,235 |
| COSTCO WHOLESALE CORPORATION | $234,388 | $447,915 |
| DIGITAL RLTY TR INC | $299,102 | $373,019 |
| ECOLAB INC | $283,027 | $367,603 |
| EQUINIX, INC | $54,508 | $410,232 |
| FIDELITY NATIONAL FINANCIAL IN | $168,349 | $289,964 |
| FIRST NATIONAL BANK - AK | $1,087,200 | $1,113,360 |
| FRMRS & MRCHNT BK LONG BEACH C | $560,000 | $803,000 |
| HOME DEPOT INC | $240,316 | $524,158 |
| ILLINOIS TOOL WORKS | $19,567 | $27,148 |
| INDPLS PWR & LT 5.65 PFD | $103,800 | $122,400 |
| ISHARES TRUST MSCI EAFE INDEX | $332,571 | $314,720 |
| JOHNSON & JOHNSON | $100,388 | $273,712 |
| KIMBERLY CLARK CORP | $388,470 | $381,453 |
| MCCORMICK & CO | $295,086 | $607,677 |
| MCDONALD'S CORP | $304,104 | $408,271 |
| MEDTRONIC PLC | $315,772 | $340,764 |
| MERCK & CO INC | $167,996 | $383,200 |
| MICROSOFT CORP | $132,701 | $1,821,172 |
| MONARCH CEMENT CO | $186,145 | $787,500 |
| NESTLE S.A | $257,246 | $619,032 |
| NIAGARA MOHAWK POWER CORP PFD | $60,838 | $78,663 |
| NSTAR ELECT 4.78 PFD | $72,675 | $87,550 |
| PACCAR INC | $329,522 | $620,468 |
| PAYCHEX | $264,751 | $738,738 |
| PENTAIR INC. COM | $280,106 | $543,781 |
| PEPSICO INC | $330,390 | $415,514 |
| PFIZER INC | $57,202 | $98,495 |
| RAYTHEON TECHNOLOGIES CORP | $171,713 | $229,264 |
| SEABOARD CORP | $364,000 | $511,551 |
| SHERWIN-WILLIAMS CO | $253,877 | $529,649 |
| STARBUCKS CORP COM | $232,304 | $754,457 |
| SYSCO CORP | $282,701 | $464,073 |
| UNION ELECTRIC CO 4.5% | $174,125 | $205,000 |
| UNION PACIFIC | $284,662 | $969,427 |
| VANGUARD FTSE EMERGING MARKETS | $96,806 | $98,920 |
| VERISIGN INC | $90,239 | $124,372 |
| VISA INC | $92,291 | $119,191 |
| W T B FINL CORP CMT CL B | $384,300 | $808,500 |
| WALT DISNEY HOLDINGS CO | $206,122 | $319,228 |
| WEYERHAEUSER CO | $116,117 | $308,850 |
| WHIRLPOOL CORP | $75,806 | $90,344 |
| XILINX INC | $193,767 | $1,049,549 |
| XYLEM INC | $184,623 | $854,430 |
| ZIMMER BIOMET HOLDINGS | $94,848 | $105,697 |
| ZOETIS INC | $83,614 | $159,596 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRI - WHATCOM LAND TRUST - 2% | $100,000 | $100,000 |
| PRI - WHATCOM LAND TRUST - 3% | $75,000 | $75,000 |
| PRI - HOMESIGHT | $700,000 | $700,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $83,132 | $83,132 |
| State or Local Filing Fees | $35 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Cancelled Meeting/Event Refund | $160 | ||
| INTEREST INCOME FROM NOTES | $48,491 | $48,491 | |
| INTEREST INCOME FROM LOANS | $3,500 | $3,500 | |
| INTEREST INCOME FROM PRIS | $3,187 | $3,187 | $3,187 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $750 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY ROOTS HOUSING | |||||||||
| $175,000 | $1,490,000 | 2018-10 | 2024-09 | INT QRTLY,PRIN & INT DUE MATURITY | 3. | NONE | EXPENSES FOR BORROWERS PROJECTS | N/A CONVERSION OF LLC TO NOTE | |
| FARM POWER NORTHWEST | |||||||||
| $185,718 | $185,715 | 2009-01 | 2020-12 | QUARTERLY INTEREST | 7. | NONE | BUY BACK LLC INTEREST | N/A CONVERSION OF LLC TO NOTE | $185,715 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $113,513 | Amt |
| Net Investment Income | $113,513 | NetInvestmentIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $22,400 | |
| Foreign Tax Paid | $3,909 | $3,909 |