LUCKY SEVEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUCKY SEVEN FOUNDATION (EIN 91-1722000)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-26
- IRS object ID
- 202102999349100915
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-26T10:36:47-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 ANN SORBIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL ANN | PersonFirstNm |
| Person Last | SORBIE | 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 | 2020 | 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 | $37,853,234 | 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 | $575 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $575 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $876,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $876,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,763,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,926 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63,274 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,340 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $14,146 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $968,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $974,673 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,146 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $96,566 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,566 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,024 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,324 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $160 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $160 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $73,995 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,777,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,777,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,960,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,851,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$992,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $873,783 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,146 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $707,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,770 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,101 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $875,715 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $875,715 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $875,715 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $875,715 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,791,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,866,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,145,516 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,217,006 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,412,691 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,111,233 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $100,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $100,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $100,000 | MortgageLoansEOYFMVAmt |
| Other Assets BOY | $175,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $575,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $575,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,867,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,875,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,853,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,867,600 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,875,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,867,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,875,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,867,600 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,875,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,867,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$992,096 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,875,504 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,875,504 | 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 | $5,763,881 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,723,955 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,926 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,926 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,926 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,146 | SubtotalAmt |
| Tax Based On Investment Income | $12,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $24,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,054 | OverpaymentAmt |
| Applied To ES Tax | $12,054 | 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 | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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, Treas* | 1.0 | $0 | $0 | $0 |
| Edward A Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| John 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 |
| Spencer Backus | ||||||||
| 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 | $96,566 |
| Foundation Source | |||||
| 55 WALLS DRIVE 3RD FLOOR | Fairfield | CT | 06824 | Administrative | $73,960 |
| 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 | WHATCOME LAND TRUST - TO PRESERVE AND PROTECT WILDLIFE HABITAT SCENIC AGRICULTURE AND OPEN SPACE LANDS IN WHATCOME COUNTY | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | HOMESIGHT PROMOTES AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH HOMEBUYER EDUCATION & FINANCIAL PLANNING, BUYER PURCHASE ASSISTANCE LOANS & ORIGINATION, & HOME CONSTRUCTION | Description2Txt |
| Expenses2 | $300,000 | Expenses2Amt |
| Total | $400,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,960,498 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $765,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $975,715 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,701,969 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,701,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $520,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,181,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,709,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,709,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,146 | TotalTaxAmt |
| Distributable Before Adj | $1,696,926 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,696,926 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,696,926 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,851,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $400,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,251,155 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,251,155 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,696,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,642,303 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $2,251,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,642,303 | AppliedToYear1Amt |
| Applied To Current Year | $608,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,088,074 | 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 (228 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5TH AVENUE THEATRE ASSOCIATION | |||||||
| 1308 5TH AVE | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $10,000 |
| 5TH AVENUE THEATRE ASSOCIATION | |||||||
| 1308 5TH AVE | SEATTLE | WA | 98101 | N/A | PC | Annual Fund | $500 |
| ABUSED DEAF WOMENS ADVOCACY SERVICES | |||||||
| 8623 ROOSEVELT WAY NE | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $5,000 |
| 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 FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND | |||||||
| PO BOX 2728 | SEATTLE | WA | 98111 | N/A | PC | General & Unrestricted | $5,000 |
| ANGEL CITY PIT BULLS | |||||||
| 1834 S GRAMERCY PL | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $100 |
| ANNIE WRIGHT SCHOOLS | |||||||
| 827 N TACOMA AVE | TACOMA | WA | 98403 | N/A | PC | Annual Fund | $2,500 |
| ARBORETUM FOUNDATION | |||||||
| 2300 ARBORETUM DR E | SEATTLE | WA | 98112 | N/A | PC | Saplings Program | $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 | SEATTLE | WA | 98106 | N/A | PC | General & Unrestricted | $250 |
| AURORA COMMONS | |||||||
| 302A N 78TH ST | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $250 |
| AUSTRALIAN TERRIER RESCUE INC | |||||||
| 20717 KISHWAUKEE VALLEY RD | MARENGO | IL | 60152 | N/A | PC | General & Unrestricted | $250 |
| AUSTRALIAN TERRIER TR | |||||||
| PO BOX 5767 | PALM SPRINGS | CA | 92263 | N/A | PC | General & Unrestricted | $250 |
| BAGLEY PTA 6 14 40 SEATTLE COUNCIL | |||||||
| 740 N 78TH ST | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $2,000 |
| BAYSIDE HOUSING & SERVICES | |||||||
| PO BOX 927 | PORT HADLOCK | WA | 98339 | N/A | PC | Safety during Covid-19 | $11,000 |
| BIG BROTHERS-BIG SISTERS OF ISLAND COUNTY | |||||||
| 913 E WHIDBEY AVE | OAK HARBOR | WA | 98277 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | $500 |
| BORDER KINDNESS | |||||||
| 125 E 3RD ST PMB 4 | CALEXICO | CA | 92231 | N/A | PC | General & Unrestricted | $500 |
| BRIDGES MIDDLE SCHOOL | |||||||
| 2510 SW 1ST AVE | PORTLAND | OR | 97201 | N/A | PC | General & Unrestricted | $1,500 |
| BURKE MUSEUM ASSOCIATION | |||||||
| PO BOX 353010 | SEATTLE | WA | 98195 | N/A | PC | Annual Fund | $3,000 |
| BUSH SCHOOL | |||||||
| 3400 E HARRISON ST | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $100 |
| BYRD BARR PLACE | |||||||
| 722 18TH AVE | SEATTLE | WA | 98122 | N/A | PC | Community Food Bank and Grocery Fund | $2,500 |
| CALMATTERS | |||||||
| 1017 L ST | SACRAMENTO | CA | 95814 | N/A | PC | General & Unrestricted | $250 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $15,000 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | Cancer Education for Teens Project | $15,000 |
| CAPITOL HILL HOUSING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | COVID Resiliance Fund | $37,000 |
| CAPITOL HILL HOUSING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | Charitable Event | $1,000 |
| CAPITOL HILL HOUSING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | Charitable Event | $4,000 |
| CARBONFUND ORG FOUNDATION | |||||||
| 853 MAIN ST | EAST AURORA | NY | 14052 | N/A | PC | General & Unrestricted | $500 |
| CASCADE PUBLIC MEDIA | |||||||
| PO BOX 84109 | SEATTLE | WA | 98124 | N/A | PC | General & Unrestricted | $100 |
| CASCADE SERVICE DOGS | |||||||
| PO BOX 2641 | OLYMPIA | WA | 98507 | N/A | PC | General & Unrestricted | $3,500 |
| CENTER FOR COMMON GROUND | |||||||
| 18459 PATRIOT LN | RUTHER GLEN | VA | 22546 | N/A | PC | Voter registration Program | $20,000 |
| CENTER FOR COMMON GROUND | |||||||
| 18459 PATRIOT LN | RUTHER GLEN | VA | 22546 | N/A | PC | Reclaim Your Vote Initiative | $2,500 |
| CENTRAL AMERICAN RESOURCE CENTER - CARECEN - OF CA | |||||||
| 2845 W 7TH ST | LOS ANGELES | CA | 90005 | N/A | PC | General & Unrestricted | $500 |
| CENTRAL WASHINGTON UNIVERSITY FOUNDATION | |||||||
| 400 E UNIVERSITY WAY | ELLENSBURG | WA | 98926 | N/A | PC | General & Unrestricted | $500 |
| CHILD ADVOCACY CENTER OF SNOHOMISH COUNTY | |||||||
| 1509 CALIFORNIA ST | EVERETT | WA | 98201 | N/A | PC | Community Outreach Program | $4,000 |
| CHINATOWN INTERNATIONAL DISTRICT PRESERVATION AND | |||||||
| 409 MAYNARD AVE S STE P2 | SEATTLE | WA | 98104 | N/A | PC | Chinese Business Relief Fund | $30,000 |
| CHURCH BY THE SIDE OF THE ROAD | |||||||
| 3455 S 148TH ST | TUKWILA | WA | 98168 | N/A | PC | General & Unrestricted | $4,000 |
| CICLAVIA INC | |||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | N/A | PC | General & Unrestricted | $100 |
| COALITION FOR HUMANE IMMIGRANT RIGHTS | |||||||
| 2533 W 3RD ST STE 101 | LOS ANGELES | CA | 90057 | N/A | PC | General & Unrestricted | $300 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY ACTION OF SKAGIT COUNTY | |||||||
| 330 PACIFIC PL | MOUNT VERNON | WA | 98273 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY LEADERS ROUNDTABLE OF SEATTLE | |||||||
| 1416 SW 151ST ST | BURIEN | WA | 98166 | N/A | PC | Choose 180 Program | $4,000 |
| COMMUNITY LUNCH ON CAPITOL HILL | |||||||
| 1710 11TH AVE | SEATTLE | WA | 98122 | N/A | PC | lunch program | $1,500 |
| COMMUNITY LUNCH ON CAPITOL HILL | |||||||
| 1710 11TH AVE | SEATTLE | WA | 98122 | N/A | PC | lunch program | $30,000 |
| CRISIS CONNECTIONS | |||||||
| 2901 3RD AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $5,000 |
| CRISIS CONNECTIONS | |||||||
| 2901 3RD AVE | SEATTLE | WA | 98121 | N/A | PC | CC Cares Program | $5,000 |
| DAWN - DOMESTIC ABUSE WOMENS NETWORK | |||||||
| PO BOX 1449 | KENT | WA | 98035 | N/A | PC | General & Unrestricted | $20,000 |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | |||||||
| 55 E JACKSON BLVD STE 490 | CHICAGO | IL | 60604 | N/A | PC | General & Unrestricted | $500 |
| DIVINE ALTERNATIVES FOR DADS SERVICES (DADS) | |||||||
| 5709 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $7,500 |
| DONT SHOOT PORTLAND | |||||||
| 1811 NW COUCH ST APT 303 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $500 |
| DOWNTOWN EMERGENCY SERVICE CENTER | |||||||
| 515 3RD AVE | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $250 |
| EASTWEST FOOD RESCUE | |||||||
| 17641 GARDEN WAY NE | WOODINVILLE | WA | 98072 | N/A | PC | General & Unrestricted | $10,000 |
| EL CENTRO DE LA RAZA | |||||||
| 2524 16TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $2,500 |
| EPIPHANY PARISH | |||||||
| 1805 38TH AVE | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $200 |
| EPIPHANY SCHOOL | |||||||
| 3611 E DENNY WAY | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $200 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $14,500 |
| EVERGREEN TREATMENT SERVICES | |||||||
| 1700 AIRPORT WAY S | SEATTLE | WA | 98134 | N/A | PC | General & Unrestricted | $250 |
| FACING HOMELESSNESS | |||||||
| 4001 9TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $2,000 |
| FAIR ELECTIONS CENTER | |||||||
| 1825 K ST NW STE 450 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $400 |
| FAIRVOTE | |||||||
| 6930 CARROLL AVE STE 240 | TAKOMA PARK | MD | 20912 | N/A | PC | General & Unrestricted | $250 |
| FAMILY PROMISE INC | |||||||
| 71 SUMMIT AVE | SUMMIT | NJ | 07901 | N/A | PC | General & Unrestricted | $250 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $31,000 |
| FOOD LIFELINE | |||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $38,700 |
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| PO BOX 99608 | LAKEWOOD | WA | 98496 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,200 |
| FRIENDS OF THE EASTERN SIERRA AVALANCHE CENTER | |||||||
| PO BOX 1675 | MAMMOTH LAKES | CA | 93546 | N/A | PC | General & Unrestricted | $500 |
| FULL LIFE CARE | |||||||
| 800 JEFFERSON ST STE 620 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $5,000 |
| FUSE EDUCATION FUND | |||||||
| PO BOX 4897 | SEATTLE | WA | 98194 | N/A | PC | Voter education and registration program | $20,000 |
| FUSE EDUCATION FUND | |||||||
| PO BOX 4897 | SEATTLE | WA | 98194 | N/A | PC | General & Unrestricted | $10,000 |
| FUTUREWISE | |||||||
| 816 2ND AVE STE 200 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $300 |
| GIRLS ON THE RUN INTERNATIONAL | |||||||
| 6505 218TH ST SW STE 14 | MOUNTLAKE TER | WA | 98043 | N/A | PC | General & Unrestricted | $200 |
| GIVEDIRECTLY INC | |||||||
| CHURCH STREET STA PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $500 |
| GREATER SEATTLE BUREAU OF FEARLESS IDEAS | |||||||
| PO BOX 30764 | SEATTLE | WA | 98113 | N/A | PC | Greenwood Storefront project | $30,000 |
| GUIDE DOGS OF THE DESERT | |||||||
| 60735 DILLON RD | WHITEWATER | CA | 92282 | N/A | PC | General & Unrestricted | $400 |
| HANFORD CHALLENGE | |||||||
| 2719 E MADISON ST STE 304 | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $21,000 |
| HENDERSON-NORWESTER CAMP | |||||||
| PO BOX 1055 | EDMONDS | WA | 98020 | N/A | PC | General & Unrestricted | $1,500 |
| HERO HOUSE | |||||||
| 12838 SE 40TH PL | BELLEVUE | WA | 98006 | N/A | PC | General & Unrestricted | $5,000 |
| HERO HOUSE | |||||||
| 12838 SE 40TH PL | BELLEVUE | WA | 98006 | N/A | PC | Seattle Clubhouse PROGRAM | $2,000 |
| HILLSIDE FELLOWSHIP | |||||||
| 5027 159TH PL SE | BELLEVUE | WA | 98006 | N/A | PC | General & Unrestricted | $100 |
| HISTORICAL SOCIETY OF SEATTLE & KING COUNTY | |||||||
| PO BOX 80816 | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $200 |
| HOMESIGHT | |||||||
| 5117 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | Small Business Help Program | $35,000 |
| HUNGER INTERVENTION PROGRAM | |||||||
| 3841 NE 123RD ST | SEATTLE | WA | 98125 | N/A | PC | General & Unrestricted | $500 |
| IMMIGRATION COUNSELING SERVICE INC | |||||||
| PO BOX 40248 | PORTLAND | OR | 97240 | N/A | PC | General & Unrestricted | $500 |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES INC | |||||||
| 235 NICOLL ST FLOOR 2 | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $100 |
| INVICTUS FOUNDATION | |||||||
| 5412 NE 6TH CT | RENTON | WA | 98059 | N/A | PC | General & Unrestricted | $5,000 |
| INYO MONO ADVOCATES FOR COMMUNITY ACTION INC | |||||||
| 137 E S ST | BISHOP | CA | 93514 | N/A | PC | General & Unrestricted | $1,000 |
| ISSAQUAH FOOD & CLOTHING BANK | |||||||
| 179 1ST AVE SE | ISSAQUAH | WA | 98027 | N/A | PC | General Operations Fund | $2,500 |
| JUBILEE WOMENS CENTER | |||||||
| 620 18TH AVE E | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $3,000 |
| 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 | $10,000 |
| KITTITAS CONSERVATION TRUST | |||||||
| PO BOX 428 | ROSLYN | WA | 98941 | N/A | PC | General & Unrestricted | $1,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $350 |
| LAKESIDE SCHOOL | |||||||
| 14050 1ST AVE NE | SEATTLE | WA | 98125 | N/A | PC | Annual Fund | $100 |
| LANGSTON | |||||||
| 104 17TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $5,500 |
| LEE INITIATIVE INC | |||||||
| 610 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | N/A | PC | Seattle Restaurant Workers Relief Program | $5,000 |
| LEE INITIATIVE INC | |||||||
| 610 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | N/A | PC | Seattle Restaurant Workers Relief Program | $25,000 |
| LEE INITIATIVE INC | |||||||
| 610 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | N/A | PC | Seattle Restaurant Workers Relief Program | $1,500 |
| LEE INITIATIVE INC | |||||||
| 610 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | N/A | PC | Seattle Initiative | $5,000 |
| LEE INITIATIVE INC | |||||||
| 610 W MAGNOLIA AVE | LOUISVILLE | KY | 40208 | N/A | PC | Seattle Restaurant Workers Relief Program | $25,000 |
| LEGAL AID FOUNDATION OF LOS ANGELES | |||||||
| 1550 W 8TH ST | LOS ANGELES | CA | 90017 | N/A | PC | General & Unrestricted | $500 |
| LIGHTHOUSE FOR THE BLIND INC | |||||||
| 2501 S PLUM ST | SEATTLE | WA | 98144 | N/A | PC | Tech Training Initiative | $1,000 |
| LOS ANGELES COUNTY BICYCLE COALITION | |||||||
| 634 SOUTH SPRING ST SUITE 821 | LOS ANGELES | CA | 90014 | N/A | PC | General & Unrestricted | $250 |
| LOVELAND FOUNDATION INC | |||||||
| 320 7TH AVE 263 | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $1,000 |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 1253 S JACKSON ST STE A | SEATTLE | WA | 98144 | N/A | PC | Urban Rest Stop Initiative | $30,000 |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 1253 S JACKSON ST STE A | SEATTLE | WA | 98144 | N/A | PC | Small Home Village program at Sand Point in Seattle, WA | $360,000 |
| MARYS PLACE | |||||||
| 2321 HOYT AVE | EVERETT | WA | 98201 | N/A | PC | General & Unrestricted | $250 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | SHELLEY'S SPINNERS TEAM FUND | $5,000 |
| MENTAL HEALTH CHAPLAINCY | |||||||
| PO BOX 19504 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $9,500 |
| METHOW CONSERVANCY | |||||||
| PO BOX 71 | WINTHROP | WA | 98862 | N/A | PC | General & Unrestricted | $200 |
| METHOW VALLEY SPORTS TRAILS ASSOCIATION | |||||||
| PO BOX 147 | WINTHROP | WA | 98862 | N/A | PC | General & Unrestricted | $150 |
| MISSION TO SEAFARERS | |||||||
| 3568 W MARGINAL WAY SW | SEATTLE | WA | 98106 | N/A | PC | Seattle Seafarers Center | $1,000 |
| MITCHELL COLLEGE | |||||||
| 437 PEQUOT AVE | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $1,000 |
| MORNINGSIDE ACADEMY | |||||||
| 901 LENORA ST | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $250 |
| MOUNTAIN RESCUE ASSOCIATION | |||||||
| PO BOX 880868 | SAN DIEGO | CA | 92168 | N/A | PC | General & Unrestricted | $100 |
| MULTI-SERVICE CENTER | |||||||
| PO BOX 23699 | FEDERAL WAY | WA | 98093 | N/A | PC | General & Unrestricted | $4,000 |
| MUTT SCOUTS | |||||||
| 3318 WINLOW ST | SAN DIEGO | CA | 92105 | N/A | PC | General & Unrestricted | $100 |
| NAMI EASTSIDE | |||||||
| 16225 NE 87TH ST A-9 | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $5,000 |
| NAMI SEATTLE | |||||||
| 802 NW 70TH ST | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $500 |
| Nathan Hale High School | |||||||
| 10750 30 AV NE | SEATTLE | WA | 98125 | N/A | GOV | General & Unrestricted | $1,000 |
| NATHAN HALE HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 51221 | SEATTLE | WA | 98115 | N/A | PC | ROBOTICS TEAM FUND | $1,000 |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH ST STE 501 | LINCOLN | NE | 68508 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL COUNCIL FOR INCARCERATED AND FORMERLY INC | |||||||
| 100R WARREN ST | ROXBURY | MA | 02119 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL DAY LABORER ORGANIZING NETWORK | |||||||
| 675 PARK VIEW ST SUITE B | LOS ANGELES | CA | 90057 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $300 |
| NAVOS | |||||||
| 2600 SW HOLDEN ST | SEATTLE | WA | 98126 | N/A | PC | General & Unrestricted | $5,000 |
| NEW HORIZONS MINISTRIES | |||||||
| 2709 3RD AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $2,500 |
| NORTH HELPLINE | |||||||
| 12736 33RD AVE NE STE 100 | SEATTLE | WA | 98125 | N/A | PC | General & Unrestricted | $2,500 |
| NORTHSHORE SENIOR CENTER | |||||||
| 10201 E RIVERSIDE DR | BOTHELL | WA | 98011 | N/A | PC | General & Unrestricted | $800 |
| NORTHWEST AFRICAN AMERICAN MUSEUM INC | |||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $2,000 |
| NORTHWEST AVALANCHE CENTER | |||||||
| 15600 NE 8TH ST STE B1 711 | BELLEVUE | WA | 98008 | N/A | PC | General & Unrestricted | $500 |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | |||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHWEST SCHOOL OF WOODEN BOAT BUILDING | |||||||
| 42 N WATER ST | PORT HADLOCK | WA | 98339 | N/A | PC | General & Unrestricted | $10,000 |
| NORTHWEST SCHOOL OF WOODEN BOAT BUILDING | |||||||
| 42 N WATER ST | PORT HADLOCK | WA | 98339 | N/A | PC | Pay-it-forward Program | $30,000 |
| NORTHWEST THERAPEUTIC RIDING CENTER | |||||||
| 1884 KELLY RD | BELLINGHAM | WA | 98226 | N/A | PC | General & Unrestricted | $2,500 |
| NORTHWEST YOUTH SERVICE | |||||||
| 108 PROSPECT ST | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $4,000 |
| OPERATION NIGHTWATCH | |||||||
| PO BOX 21181 | SEATTLE | WA | 98111 | N/A | PC | General & Unrestricted | $1,000 |
| OPERATION NIGHTWATCH | |||||||
| PO BOX 21181 | SEATTLE | WA | 98111 | N/A | PC | Charitable Event | $12,500 |
| OPERATION NIGHTWATCH | |||||||
| PO BOX 21181 | SEATTLE | WA | 98111 | N/A | PC | Charitable Event | $12,500 |
| OREGON TRAIL OF HOPE | |||||||
| 1616 NW 13TH AVE | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $1,500 |
| ORGANIZATION FOR PROSTITUTION SURVIVORS | |||||||
| PO BOX 22635 | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $2,500 |
| OUTDOOR OUTREACH | |||||||
| 5275 MARKET ST STE 21 | SAN DIEGO | CA | 92114 | N/A | PC | General & Unrestricted | $250 |
| OVERLAKE SERVICE LEAGUE DBA BELLEVUE LIFESPRING | |||||||
| 302 BELLEVUE SQ | BELLEVUE | WA | 98004 | N/A | PC | COVID-19 Response Fund | $2,500 |
| OVERLAKE SERVICE LEAGUE DBA BELLEVUE LIFESPRING | |||||||
| 302 BELLEVUE SQ | BELLEVUE | WA | 98004 | N/A | PC | General & Unrestricted | $2,500 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $100 |
| PAWSITIVE ALLIANCE | |||||||
| 14150 NE 20TH ST STE F1 233 | BELLEVUE | WA | 98007 | N/A | PC | Veterinary Care for Pets of Seattle's Homeless | $2,500 |
| PEORIA HOME | |||||||
| 3331 BROADWAY 6 | EVERETT | WA | 98201 | N/A | PC | General & Unrestricted | $2,500 |
| PHINNEY NEIGHBORHOOD ASSOCIATION | |||||||
| 6532 PHINNEY AVE N | SEATTLE | WA | 98103 | N/A | PC | Greenwood Seniors Program | $1,000 |
| PIKE MARKET SENIOR CENTER | |||||||
| 85 PIKE ST SUITE 200 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $10,000 |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $11,500 |
| PORTLAND HOMELESS FAMILY SOLUTIONS | |||||||
| 6220 SE 92ND AVE | PORTLAND | OR | 97266 | N/A | PC | General & Unrestricted | $7,500 |
| 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 | $500 |
| PUBLIC JUSTICE CENTER INC | |||||||
| 201 N CHARLES ST STE 1200 | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $250 |
| PUSHING BOUNDARIES | |||||||
| 4162 148TH AVE NE | REDMOND | WA | 98052 | N/A | PC | General & Unrestricted | $1,000 |
| RAGGED MOUNTAIN FOUNDATION INC | |||||||
| PO BOX 948 | SOUTHINGTON | CT | 06489 | N/A | PC | General & Unrestricted | $350 |
| RAINIER VALLEY FOOD BANK | |||||||
| 4205 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $500 |
| RE SOURCES | |||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | N/A | PC | Community Jobs Training Program (CJTP) | $5,000 |
| RE SOURCES | |||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $15,000 |
| REAL CHANGE HOMELESS EMPOWERMENT PROJECT | |||||||
| 219 1ST AVE S STE 220 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $31,000 |
| REAL CHANGE HOMELESS EMPOWERMENT PROJECT | |||||||
| 219 1ST AVE S STE 220 | SEATTLE | WA | 98104 | N/A | PC | Vendor's Relief Fund | $13,500 |
| REAL CHANGE HOMELESS EMPOWERMENT PROJECT | |||||||
| 219 1ST AVE S STE 220 | SEATTLE | WA | 98104 | N/A | PC | Vendor's Relief Fund | $1,500 |
| RED BADGE PROJECT | |||||||
| 1111 3RD AVE STE 3000 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $5,000 |
| REIMAGINE INC | |||||||
| 660 4TH ST 281 | SAN FRANCISCO | CA | 94107 | N/A | PC | Masks for The Mourning Project | $12,000 |
| RENAISSANCE 21 | |||||||
| 10911 FOREST AVE S | SEATTLE | WA | 98178 | N/A | PC | General & Unrestricted | $500 |
| RENTON AREA YOUTH AND FAMILY SERVICES | |||||||
| 1025 SOUTH 3RD ST | RENTON | WA | 98057 | N/A | PC | General & Unrestricted | $1,000 |
| RIVER RESTORATION NORTHWEST INC | |||||||
| PO BOX 4962 | PORTLAND | OR | 97208 | N/A | PC | General & Unrestricted | $200 |
| ROCK THE VOTE | |||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | N/A | PC | Voter education and registration Fund | $20,000 |
| SANCTUARY ART CENTER | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | Greenwood Storefront project | $60,000 |
| SARANAC LAKE INTERFAITH FOOD PANTRY | |||||||
| PO BOX 532 | SARANAC LAKE | NY | 12983 | N/A | PC | General & Unrestricted | $250 |
| SAWHORSE REVOLUTION | |||||||
| 801 2ND AVE | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $5,000 |
| SEATTLE AUDUBON SOCIETY | |||||||
| 8050 35TH AVE NE - | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $1,000 |
| SEATTLE GOODWILL INDUSTRIES | |||||||
| 700 DEARBORN PL S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $500 |
| SEATTLE HOMELESS OUTREACH | |||||||
| 12345 LAKE CITY WAY NE BOX 177 | SEATTLE | WA | 98125 | N/A | PC | to help homeless in Lake City | $2,000 |
| SEATTLE MUSICIANS ACCESS TO SUSTAINABLE HEALTHCARE | |||||||
| 28025 137TH AVE SW | VASHON | WA | 98070 | N/A | PC | General & Unrestricted | $250 |
| SENIOR HOUSING ASSISTANCE GROUP | |||||||
| 14400 TUKWILA | TUKWILA | WA | 98168 | N/A | PC | General & Unrestricted | $2,500 |
| SENIOR SERVICES FOR SOUTH SOUND | |||||||
| 222 COLUMBIA ST NE | OLYMPIA | WA | 98501 | N/A | PC | General & Unrestricted | $1,000 |
| SENIOR SERVICES OF SNOHOMISH COUNTY | |||||||
| 5026 196TH ST SW | LYNNWOOD | WA | 98036 | N/A | PC | General & Unrestricted | $1,000 |
| SEQUOIA PARKS CONSERVANCY | |||||||
| 47050 GENERALS HWY UNIT 10 | THREE RIVERS | CA | 93271 | N/A | PC | General & Unrestricted | $250 |
| SHORELINE COMMUNITY COLLEGE FOUNDATION | |||||||
| 16101 GREENWOOD AVE N | SHORELINE | WA | 98133 | N/A | PC | HOUSING SUPPORT FUND | $3,000 |
| SKAGITONIANS TO PRESERVE FARMLAND | |||||||
| PO BOX 2405 | MOUNT VERNON | WA | 98273 | N/A | PC | General & Unrestricted | $4,000 |
| SO CAL SNOW AVALANCHE CENTER | |||||||
| PO BOX 214 | TUJUNGA | CA | 91043 | N/A | PC | General & Unrestricted | $250 |
| SOUND GENERATIONS | |||||||
| 2208 2ND AVENUE | SEATTLE | WA | 98121 | N/A | PC | Meals on Wheels program | $1,000 |
| SOUTH WHIDBEY GOOD CHEER INC | |||||||
| PO BOX 144 | LANGLEY | WA | 98260 | N/A | PC | General & Unrestricted | $500 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $500 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $250 |
| STOLENYOUTH | |||||||
| 3101 E MADISON ST STE 2 | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $2,500 |
| 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 | $800 |
| TACOMA-PIERCE COUNTY BLOOD BANK | |||||||
| PO BOX 2113 | TACOMA | WA | 98401 | N/A | PC | General & Unrestricted | $5,000 |
| TECHNOLOGY ACCESS FOUNDATION | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | N/A | PC | General & Unrestricted | $900 |
| TEEN FEED | |||||||
| 4740 B UNIVERSITY WAY NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $250 |
| TEEN FEED | |||||||
| 4740 B UNIVERSITY WAY NE | SEATTLE | WA | 98105 | N/A | PC | Street Talk Program | $1,000 |
| THE WASHINGTON BUS EDUCATION FUND | |||||||
| 307 3RD AVE S STE 530 | SEATTLE | WA | 98104 | N/A | PC | Charitable Event | $2,500 |
| THE WASHINGTON BUS EDUCATION FUND | |||||||
| 307 3RD AVE S STE 530 | SEATTLE | WA | 98104 | N/A | PC | Voter education and registration program | $20,000 |
| THE ACCESS FUND | |||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $250 |
| THE MUSTARD SEED PROJECT OF KEY PENINSULA | |||||||
| PO BOX 182 | VAUGHN | WA | 98394 | N/A | PC | General & Unrestricted | $10,000 |
| THE PRISON SCHOLAR FUND | |||||||
| 1752 NW MARKET ST 953 | SEATTLE | WA | 98107 | N/A | PC | Box Lunch Program | $41,500 |
| THE WOODEN FLOOR FOR YOUTH MOVEMENT | |||||||
| 1810 N MAIN ST | SANTA ANA | CA | 92706 | N/A | PC | General & Unrestricted | $200 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Florida Rights Restoration Coalition Education Fund | $67,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Florida Rights Restoration Coalition Education Fund | $20,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Education Fund | $5,000 |
| TRANSITIONAL RESOURCES | |||||||
| 2970 SW AVALON WAY | SEATTLE | WA | 98126 | N/A | PC | General & Unrestricted | $2,250 |
| TUNE IN TO NATURE ORG | |||||||
| PO BOX 99456 | SEATTLE | WA | 98139 | N/A | PC | Bird Note Program | $1,000 |
| TUPPER LAKE COMMUNITY FOOD PANTRY | |||||||
| 179 DEMARS BLVD | TUPPER LAKE | NY | 12986 | N/A | PC | General & Unrestricted | $500 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | N/A | PC | General & Unrestricted | $400 |
| UNIVERSITY CHILD DEVELOPMENT SCHOOL | |||||||
| 5062 9TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $1,500 |
| UNIVERSITY DISTRICT SERVICE LEAGUE | |||||||
| 5017 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $500 |
| URBAN BUSINESS SUPPORT | |||||||
| 1449 ROOKLIDGE ST | DUPONT | WA | 98327 | N/A | PC | General & Unrestricted | $5,000 |
| VASHON-MAURY SENIOR CENTER | |||||||
| PO BOX 848 | VASHON | WA | 98070 | N/A | PC | General & Unrestricted | $1,000 |
| VILLAGE THEATRE | |||||||
| 303 FRONT ST N | ISSAQUAH | WA | 98027 | N/A | PC | General & Unrestricted | $250 |
| VINE MAPLE PLACE | |||||||
| PO BOX 1092 | MAPLE VALLEY | WA | 98038 | N/A | PC | General & Unrestricted | $1,000 |
| WASHINGTON FERRET ASSOCIATION | |||||||
| 12514 128TH LN NE | KIRKLAND | WA | 98034 | N/A | PC | General & Unrestricted | $1,000 |
| 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 Scholarship Fund | $120,000 |
| WHATCOM FAMILY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 1256 N STATE ST | BELLINGHAM | WA | 98225 | N/A | PC | Emergency Childcare for Essential Workers Program | $5,000 |
| WHATCOM LAND TRUST | |||||||
| PO BOX 6131 | BELLINGHAM | WA | 98227 | N/A | PC | General & Unrestricted | $2,000 |
| WHIDBEY ISLAND HOSPITAL FOUNDATION | |||||||
| PO BOX 641 | COUPEVILLE | WA | 98239 | N/A | PC | Automated External Defibrillation Equipment fund | $3,500 |
| 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 | $1,000 |
| WORLD WITHOUT HATE INC | |||||||
| 140 LAKESIDE AVE STE 31A | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $10,000 |
| YOUTHCARE | |||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,777,000 | 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 | $575 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $876,832 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,968 | 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 | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| FEDERAL TAX REFUND | 01 | $5,934 | |
| INTEREST INCOME FROM NOTES | 14 | $33,700 | |
| INTEREST INCOME FROM LOANS | 14 | $9,494 | |
| INTEREST INCOME FROM PRIS | $14,146 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $954,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,146 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $968,649 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher R Backus | PersonNm |
| Short Explanation | * Removed from position in 2020 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (48 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALABAMA POWER CO - 3.550% - 12 | $149,560 | $163,246 |
| ALPHABET INC CL C - 3.375% - 0 | $150,894 | $164,116 |
| APPLE INC - 2.500% - 02/09/202 | $235,868 | $269,755 |
| APPLE INC NOTE CALL - 3.350% - | $209,440 | $233,860 |
| AUTOMATIC DATA PROCESSING - 3. | $468,069 | $517,808 |
| BERKSHIRE HATHAWAY ENERGY - 3. | $76,312 | $85,298 |
| BERKSHIRE HATHAWAY FIN CORP - | $101,392 | $100,102 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $254,065 | $258,374 |
| CHEVRON CORP - 2.198% - 03/03/ | $116,806 | $116,872 |
| COCA COLA CO - 2.125% - 09/06/ | $113,333 | $122,953 |
| COCA COLA CO - 2.900% - 05/25/ | $242,340 | $278,400 |
| COCA COLA CO NOTE - 2.550% - 0 | $76,240 | $81,980 |
| COMWLTH EDISON CO - 3.400% - 0 | $101,006 | $101,259 |
| COSTCO - 3.000% - 05/17/2027 | $185,517 | $207,596 |
| COSTCO WHSL CORP - 2.300% - 05 | $145,586 | $153,949 |
| DISNEY WALT CO - 2.950% - 06/1 | $249,578 | $277,803 |
| DISNEY WALT CO - 3.000% - 02/1 | $153,834 | $166,566 |
| DUKE ENERGY OHIO 1MTG BD - 3.8 | $101,143 | $107,998 |
| GOOGLE INC - 3.375% - 02/25/20 | $359,899 | $382,940 |
| HOME DEPOT - 2.625% - 06/01/20 | $175,485 | $180,384 |
| HOME DEPOT INC - 2.950% - 06/1 | $80,771 | $90,935 |
| ILLINIOS TOOL - 3.500% - 03/01 | $252,000 | $271,500 |
| JOHN DEERE CAPITAL CORP - 2.60 | $187,299 | $187,364 |
| JOHNSON & JOHNSON - 2.950% - 0 | $84,098 | $95,126 |
| LILLY ELI &CO - 3.100% - 05/15 | $232,369 | $258,284 |
| LILLY ELI &CO NOTE - 2.750% - | $95,583 | $109,130 |
| MERCK & CO INC - 1.450% - 06/2 | $141,799 | $141,221 |
| MICROSOFT CORP - 3.125% - 11/0 | $98,707 | $111,794 |
| MICROSOFT CORP NOTE - 3.300% - | $100,775 | $114,106 |
| MICROSOFT CORP NOTE CALL - 2.8 | $151,481 | $161,123 |
| NIKE INC NOTE CALL - 2.375% - | $287,244 | $332,604 |
| PACIFICORP NOTE - 3.850% - 06/ | $101,238 | $100,692 |
| PEPSICO INC - 2.750% - 03/01/2 | $193,534 | $211,162 |
| PEPSICO INC - 2.750% - 04/30/2 | $240,148 | $272,125 |
| PEPSICO INC - 3.000% - 10/15/2 | $95,967 | $112,804 |
| PFIZER INC - 2.950% - 03/15/20 | $141,985 | $151,046 |
| PFIZER INC - 3.000% - 12/15/20 | $99,214 | $112,754 |
| POTOMAC ELEC PWR CO - 3.600% - | $203,633 | $217,025 |
| PRECISION CASTPARTS CORP - 2.5 | $249,591 | $259,723 |
| PROCTER AND GAMBLE CO - 2.850% | $150,676 | $173,033 |
| SHELL INTL FIN - 2.250% - 01/0 | $245,114 | $259,655 |
| SNAP ON INC NOTE CALL - 3.250% | $20,179 | $22,270 |
| STARBUCKS CORP - 2.450% - 06/1 | $332,419 | $378,228 |
| STARBUCKS CORP - 2.700% - 06/1 | $100,427 | $103,185 |
| TOTAL CAPITAL - 2.700% - 01/25 | $100,377 | $104,843 |
| VIRGINIA ELEC & PWR CO - 2.950 | $353,670 | $357,159 |
| VIRGINIA ELEC & PWR CO - 3.450 | $101,331 | $104,117 |
| WAL MART - 3.300% - 04/22/2024 | $304,695 | $326,966 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $346,466 | $338,044 |
| ABB LTD | $316,220 | $455,161 |
| ABBOTT LABS | $357,316 | $1,008,622 |
| ABBVIE INC | $121,848 | $301,413 |
| ALPHABET INC CL C | $201,544 | $663,963 |
| AMEREN ILL PUB 4.25 | $263,231 | $350,738 |
| AMEREN ILL PUB 5.16 | $150,750 | $179,975 |
| AMGEN INC | $13,273 | $13,565 |
| APPLE INC | $206,571 | $1,157,588 |
| AUTOMATIC DATA PROCESSING INC | $177,444 | $731,230 |
| BAXTER INTERNATIONAL INC | $148,900 | $142,586 |
| BOSWELL JG CO COM | $143,211 | $147,200 |
| BROADRIDGE FINANCIAL | $235,672 | $359,867 |
| CARRIER GLOBAL | $312,391 | $686,353 |
| CHAUTAUQUA INTERNATIONAL GROWT | $382,793 | $631,669 |
| CHEVRON CORP | $51,865 | $84,450 |
| CISCO SYSTEMS INC | $223,058 | $247,468 |
| CME GROUP, INC | $321,331 | $357,728 |
| COLUMBIA SPORTSWEAR CO | $284,706 | $334,840 |
| CONNECTICUT LIGHT PREFERRED L | $71,960 | $83,692 |
| COSTCO WHOLESALE CORPORATION | $202,854 | $259,601 |
| DIGITAL RLTY TR INC | $299,102 | $294,227 |
| ECOLAB INC | $283,027 | $339,036 |
| EQUINIX, INC | $54,508 | $346,377 |
| FIDELITY NATIONAL FINANCIAL IN | $168,349 | $217,223 |
| FIRST NATIONAL BANK - AK | $1,585,500 | $1,301,299 |
| FRMRS & MRCHNT BK LONG BEACH C | $649,600 | $768,500 |
| HOME DEPOT INC | $240,316 | $335,478 |
| ILLINOIS TOOL WORKS | $19,567 | $22,427 |
| INDPLS PWR & LT 5.65 PFD | $103,800 | $125,753 |
| ISHARES TRUST MSCI EAFE INDEX | $332,571 | $291,840 |
| JOHNSON & JOHNSON | $100,388 | $251,808 |
| KANSAS CITY SOUTHERN | $365,167 | $714,455 |
| KIMBERLY CLARK CORP | $333,994 | $303,502 |
| MCCORMICK & CO | $295,086 | $601,324 |
| MCDONALD'S CORP | $304,104 | $326,805 |
| MEDTRONIC PLC | $315,772 | $385,859 |
| MERCK & CO INC | $176,406 | $409,000 |
| MICROSOFT CORP | $140,075 | $1,267,793 |
| MONARCH CEMENT CO | $186,145 | $520,500 |
| NESTLE S.A | $257,246 | $519,498 |
| NIAGARA MOHAWK POWER CORP PFD | $60,838 | $81,375 |
| NSTAR ELECT 4.78 PFD | $72,675 | $89,734 |
| PACCAR INC | $345,443 | $638,472 |
| PAYCHEX | $264,751 | $504,290 |
| PENTAIR INC. COM | $310,582 | $439,214 |
| PEPSICO INC | $330,390 | $354,734 |
| PFIZER INC | $57,202 | $61,399 |
| POTLATCH CORP | $239,141 | $419,318 |
| RAYTHEON TECHNOLOGIES CORP | $171,713 | $190,503 |
| SEABOARD CORP | $364,000 | $394,030 |
| SHERWIN-WILLIAMS CO | $282,067 | $409,345 |
| STARBUCKS CORP COM | $232,304 | $690,021 |
| SYSCO CORP | $282,701 | $438,728 |
| UNION ELECTRIC CO 4.5% | $174,125 | $210,520 |
| UNION PACIFIC | $284,662 | $801,231 |
| VANGUARD FTSE EMERGING MARKETS | $96,806 | $100,220 |
| VANGUARD MID-CAP GROWTH ETF | $83,927 | $173,897 |
| VERISIGN INC | $90,239 | $106,036 |
| VIATRIS ORD SHS | $3,126 | $3,860 |
| VISA INC | $92,291 | $120,302 |
| W T B FINL CORP CMT CL B | $384,300 | $701,400 |
| WALT DISNEY HOLDINGS CO | $206,122 | $373,412 |
| WEYERHAEUSER CO | $116,117 | $251,475 |
| XILINX INC | $193,767 | $701,762 |
| XYLEM INC | $195,244 | $763,425 |
| ZIMMER BIOMET HOLDINGS | $94,848 | $128,203 |
| ZOETIS INC | $92,820 | $120,153 |
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 | $400,000 | $400,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $73,960 | $73,960 |
| 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 |
|---|---|---|---|
| Federal Tax Refund | $5,934 | ||
| INTEREST INCOME FROM NOTES | $33,700 | $33,700 | |
| INTEREST INCOME FROM LOANS | $9,494 | $9,494 | |
| INTEREST INCOME FROM PRIS | $14,146 | $14,146 | $14,146 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITOL HILL HOUSING | |||||||||
| $175,000 | $690,000 | 2018-10 | 2021-09 | INT QRTLY, PRIN AND INT DUE ON MATURITY DATE | 3. | NONE | PREDEVELOPMENT 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 | $96,566 | Amt |
| Net Investment Income | $96,566 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $8,700 | |
| Foreign Tax Paid | $4,324 | $4,324 |