2022-11-03T20:57:13-05:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 911722000 Lucky Seven Foundation % Foundation Source LUCK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Carol backus president 8008391754 2022-10-31 true Carol backus 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 43093976 X 0 X 212 212 858543 858543 1721170 4467406 1917915 55338 55178 3187 2635263 2831848 3187 0 113513 113513 26309 3909 83167 83167 222989 117422 83167 1518950 1518950 1741939 117422 1602117 893324 2714426 3187 45770 741318 741318 1675715 875715 1675715 1685715 15866328 14451408 30454277 8412691 8926137 9237666 100000 100000 100000 575000 875000 875000 25875504 26769578 43093976 0 0 X 25875504 26769578 25875504 26769578 25875504 26769578 25875504 893324 750 26769578 26769578 Publicly-traded Securities 4467406 2549491 1917915 1917915 1917915 37731 37731 37731 34454 0 4200 38654 X 0 923 923 false false false false false false false true true WA true false false false false true N/A Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false true false true false false false false false false false false false false false false false false false false false 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 ROBERT W BAIRD & CO INCORPORATED 777 EAST WISCONSIN AVENUE MILWAUKEE WI 532025391 INVESTMENT MGMT 113513 Foundation Source 55 Walls Drive 3rd Floor Fairfield CT 06824 Administrative 83132 HOMESIGHT PROMOTES AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH HOMEBUYER EDUCATION & FINANCIAL PLANNING, BUYER PURCHASE ASSISTANCE LOANS & ORIGINATION, & HOME CONSTRUCTION 300000 300000 38350529 607198 1785715 40743442 0 40743442 611152 40132290 2006615 2006615 37731 37731 1968884 910 1969794 1969794 1602117 300000 0 0 0 1902117 1969794 1088074 2019 2018 2017 1902117 1088074 814043 0 0 1155751 0 0 NONE FOUNDATION SOURCE 55 WALLS DRIVE 3RD FLOOR Fairfield CT 06824 8008391754 WWW.FSREQUESTS.COM/LUCKYSEVEN WWW.FSREQUESTS.COM/LUCKYSEVEN WWW.FSREQUESTS.COM/LUCKYSEVEN 350 SEATTLE 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PC General & Unrestricted 2000 KUOW-PUGET SOUND PUBLIC RADIO 4518 UNIVERSITY WAY NE STE 310 SEATTLE WA 98105 N/A PC General & Unrestricted 5750 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 2000 LEGAL AID FOUNDATION OF LOS ANGELES 1550 W 8TH ST LOS ANGELES CA 90017 N/A PC General & Unrestricted 1000 LEGAL HOPE 1700 WESTLAKE AVE N STE 200 SEATTLE WA 98109 N/A PC Clearing Records and Building Hope 2500 LEGAL HOPE 1700 WESTLAKE AVE N STE 200 SEATTLE WA 98109 N/A PC General & Unrestricted 5000 LEUKEMIA & LYMPHOMA SOCIETY INC 9150 CHESAPEAKE DR STE 100 SAN DIEGO CA 92123 N/A PC General & Unrestricted 5000 LEUKEMIA & LYMPHOMA SOCIETY INC 3 INTERNATIONAL DR STE 200 RYE BROOK NY 10573 N/A PC General & Unrestricted 1500 LOS ANGELES COUNTY BICYCLE COALITION 634 SOUTH SPRING ST SUITE 821 LOS ANGELES CA 90014 N/A PC General & Unrestricted 250 LOW INCOME 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General Operating Funds 5000 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 1000 RE SOURCES 2309 MERIDIAN ST BELLINGHAM WA 98225 N/A PC Clean the Beaches and Save the Orca Whales Fund 10000 RE SOURCES 2309 MERIDIAN ST BELLINGHAM WA 98225 N/A PC General & Unrestricted 25000 REAL CHANGE HOMELESS EMPOWERMENT PROJECT 219 1ST AVE S STE 220 SEATTLE WA 98104 N/A PC General & Unrestricted 15500 RENTON AREA YOUTH AND FAMILY SERVICES 1025 SOUTH 3RD ST RENTON WA 98057 N/A PC General & Unrestricted 10000 SAFE HARBOR FREE CLINIC 7209 265TH ST NW STE 204 STANWOOD WA 98292 N/A PC General & Unrestricted 10000 SAIL SAND POINT 7777 62ND AVE NE SUITE 101 SEATTLE WA 98115 N/A PC Saving the Lake - Electric Outboards as a Pollution 2500 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 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NC 27560 N/A PC General & Unrestricted 3750 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 5000 TERRY HOME A NON-PROFIT CORPORATION 138 THIRD AVE SW PACIFIC WA 98047 N/A PC General & Unrestricted 5000 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 1000 THE FID GROUP 444 E WASHINGTON BLVD PASADENA CA 91104 N/A PC General & Unrestricted 1000 THE MUSTARD SEED PROJECT OF KEY PENINSULA PO BOX 182 VAUGHN WA 98394 N/A PC General & Unrestricted 20000 THE PRISON SCHOLAR FUND 1752 NW MARKET ST 953 SEATTLE WA 98107 N/A PC General & Unrestricted 2500 THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE 909 4TH AVE SEATTLE WA 98104 N/A PC Annual Fund 5000 THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE 909 4TH AVE SEATTLE WA 98104 N/A PC General & Unrestricted 2500 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FOUNDATION PO BOX 641927 PULLMAN WA 99164 N/A PC Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund 60000 WASHINGTON STATE UNIVERSITY FOUNDATION PO BOX 641927 PULLMAN WA 99164 N/A PC Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund 60000 WASHINGTON STATE UNIVERSITY FOUNDATION PO BOX 641927 PULLMAN WA 99164 N/A PC Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund 60000 WHATCOM COMMUNITY FOUNDATION 1500 CORNWALL AVE STE 202 BELLINGHAM WA 98225 N/A PC General & Unrestricted 2500 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 12000 WORLD WITHOUT HATE INC 140 LAKESIDE AVE STE 31A SEATTLE WA 98122 N/A PC General & Unrestricted 8000 WORLD WITHOUT HATE INC 140 LAKESIDE AVE STE 31A SEATTLE WA 98122 N/A PC Empathy Ambassadors Program 32000 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758517 TOPEKA KS 66675 N/A PC Wounded Warrior Project 5000 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 7500 1518950 14 212 14 858543 18 1721170 CANCELLED MEETING/EVENT REFUND 160 01 INTEREST INCOME FROM NOTES 48491 14 INTEREST INCOME FROM LOANS 3500 14 INTEREST INCOME FROM PRIS 3187 52151 2579925 3187 2635263 11 INCOME EARNED FROM PROGRAM RELATED INVESTMENT LOANS PROVIDED TO PROTECT WILDLIFE IN WHATCOME COUNTY AND TO PROMOTE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES. false false false false false false false false false false ADOBE INC - 2.300% - 02/01/193 210856 203926 ALABAMA POWER CO - 3.550% - 12 149560 156910 ALPHABET INC CL C - 3.375% - 0 150894 158069 AMAZON INC - 1.650% - 05/12/20 120998 120198 APPLE INC - 2.500% - 02/09/202 235868 260258 APPLE INC NOTE CALL - 3.350% - 209440 222620 AUTOMATIC DATA PROCESSING - 3. 468069 493353 BERKSHIRE HATHAWAY ENERGY - 3. 76312 80301 BERKSHIRE HATHAWAY INC DEL - 3 254065 250578 CHEVRON CORP - 2.198% - 03/03/ 116806 115204 COCA COLA CO - 2.125% - 09/06/ 113333 117136 COCA COLA CO - 2.900% - 05/25/ 242340 266097 COSTCO - 3.000% - 05/17/2027 185517 198303 DISNEY WALT CO - 2.950% - 06/1 249578 266608 DISNEY WALT CO - 3.000% - 02/1 153834 158754 DUKE ENERGY OHIO 1MTG BD - 3.8 101143 103873 ESTEE LAUDER COS INC - 2.375% 139493 133029 ESTEE LAUDER COS INCNOTE CALL 132341 128426 GOOGLE INC - 3.375% - 02/25/20 359899 368826 HOME DEPOT - 2.625% - 06/01/20 175485 176355 HOME DEPOT INC - 2.950% - 06/1 80771 85302 ILLINIOS TOOL - 3.500% - 03/01 252000 261394 INTEL CORP - 2.000% - 08/12/20 286757 282296 JOHN DEERE CAPITAL CORP - 2.60 187299 180997 JOHNSON & JOHNSON - 2.950% - 0 84098 90991 LILLY ELI &CO - 3.100% - 05/15 232369 245281 LILLY ELI &CO NOTE - 2.750% - 95583 104489 MERCK & CO INC - 1.450% - 06/2 141799 133936 MERCK & CO INC - 2.750% - 02/1 135011 130944 MICROSOFT CORP - 3.125% - 11/0 98707 106673 MICROSOFT CORP NOTE - 3.300% - 100775 109041 MICROSOFT CORP NOTE CALL - 2.8 151481 156147 NIKE INC NOTE CALL - 2.375% - 287244 318858 PEPSICO INC - 2.750% - 03/01/2 193534 204918 PEPSICO INC - 2.750% - 04/30/2 240148 261529 PEPSICO INC - 3.000% - 10/15/2 95967 107264 PFIZER INC - 2.950% - 03/15/20 141985 145737 PFIZER INC - 3.000% - 12/15/20 99214 107549 POTOMAC ELEC PWR CO - 3.600% - 203633 209806 PRECISION CASTPARTS CORP - 2.5 249591 253700 PROCTER AND GAMBLE CO - 2.850% 150676 165943 QUALCOMM INC - 1.300% - 05/20/ 281184 275671 SNAP ON INC NOTE CALL - 3.250% 20179 21469 STARBUCKS CORP - 2.450% - 06/1 332419 361830 STARBUCKS CORP - 2.700% - 06/1 100427 100640 TEXAS INSTRUMENTS INC - 1.750% 331051 319197 TOTAL CAPITAL - 2.700% - 01/25 100377 102054 VIRGINIA ELEC & PWR CO - 3.450 101331 101228 WAL MART - 3.300% - 04/22/2024 304696 313958 3M CO 346466 343536 ABB LTD 316220 621369 ABBOTT LABS 357316 1296497 ABBVIE INC 121848 380880 ALPHABET INC CL C 166555 894119 AMEREN ILL PUB 4.25 263231 346236 AMEREN ILL PUB 5.16 150750 174112 AMGEN INC 13273 13273 APPLE INC 176642 1324672 AUTOMATIC DATA PROCESSING INC 162810 923689 BAXTER INTERNATIONAL INC 148900 152538 BOSWELL JG CO COM 143211 251000 BROADRIDGE FINANCIAL 235672 429444 BROWN & BROWN INC 7433 11175 CARRIER GLOBAL 155775 502968 CHAUTAUQUA INTERNATIONAL GROWT 382793 672027 CHEVRON CORP 51865 117350 CISCO SYSTEMS INC 223058 350436 CME GROUP, INC 321331 448924 COLUMBIA SPORTSWEAR CO 284706 373390 CONNECTICUT LIGHT PREFERRED L 71960 86800 CORNING INC 41458 38235 COSTCO WHOLESALE CORPORATION 234388 447915 DIGITAL RLTY TR INC 299102 373019 ECOLAB INC 283027 367603 EQUINIX, INC 54508 410232 FIDELITY NATIONAL FINANCIAL IN 168349 289964 FIRST NATIONAL BANK - AK 1087200 1113360 FRMRS & MRCHNT BK LONG BEACH C 560000 803000 HOME DEPOT INC 240316 524158 ILLINOIS TOOL WORKS 19567 27148 INDPLS PWR & LT 5.65 PFD 103800 122400 ISHARES TRUST MSCI EAFE INDEX 332571 314720 JOHNSON & JOHNSON 100388 273712 KIMBERLY CLARK CORP 388470 381453 MCCORMICK & CO 295086 607677 MCDONALD'S CORP 304104 408271 MEDTRONIC PLC 315772 340764 MERCK & CO INC 167996 383200 MICROSOFT CORP 132701 1821172 MONARCH CEMENT CO 186145 787500 NESTLE S.A 257246 619032 NIAGARA MOHAWK POWER CORP PFD 60838 78663 NSTAR ELECT 4.78 PFD 72675 87550 PACCAR INC 329522 620468 PAYCHEX 264751 738738 PENTAIR INC. COM 280106 543781 PEPSICO INC 330390 415514 PFIZER INC 57202 98495 RAYTHEON TECHNOLOGIES CORP 171713 229264 SEABOARD CORP 364000 511551 SHERWIN-WILLIAMS CO 253877 529649 STARBUCKS CORP COM 232304 754457 SYSCO CORP 282701 464073 UNION ELECTRIC CO 4.5% 174125 205000 UNION PACIFIC 284662 969427 VANGUARD FTSE EMERGING MARKETS 96806 98920 VERISIGN INC 90239 124372 VISA INC 92291 119191 W T B FINL CORP CMT CL B 384300 808500 WALT DISNEY HOLDINGS CO 206122 319228 WEYERHAEUSER CO 116117 308850 WHIRLPOOL CORP 75806 90344 XILINX INC 193767 1049549 XYLEM INC 184623 854430 ZIMMER BIOMET HOLDINGS 94848 105697 ZOETIS INC 83614 159596 PRI - WHATCOM LAND TRUST - 2% 100000 100000 PRI - WHATCOM LAND TRUST - 3% 75000 75000 PRI - HOMESIGHT 700000 700000 Administrative Fees 83132 83132 State or Local Filing Fees 35 35 Cancelled Meeting/Event Refund 160 INTEREST INCOME FROM NOTES 48491 48491 INTEREST INCOME FROM LOANS 3500 3500 INTEREST INCOME FROM PRIS 3187 3187 3187 RETURNED GRANTS 750 COMMUNITY ROOTS HOUSING 175000 1490000 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 185718 185715 2009-01 2020-12 QUARTERLY INTEREST 7. NONE BUY BACK LLC INTEREST N/A CONVERSION OF LLC TO NOTE 185715 Investment Management Services 113513 113513 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). 990-PF Estimated Tax for 2021 22400 Foreign Tax Paid 3909 3909