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LUCKY SEVEN FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LUCKY SEVEN FOUNDATION (EIN 91-1722000)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-30
IRS object ID
202012749349101251
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-09-30T15:35:33-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911722000EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL BACKUSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.82.234.252IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520202745000031FederalOriginalSubmissionId
Federal Original Submission Id2020-09-30FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB19A53FA749DAD8C2EFDCAB0C5B79501992FC144AtSubmissionCreationDeviceId
At Submission Filing Device Id384717C1FADDEF7B1C9CB58DAC69F19ED4566B5BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,539,016FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,040InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,040InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$924,040DividendsRevAndExpnssAmt
Dividends Net Invst Incm$924,040DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$665,839NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,771,211GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$682,014CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$33,734OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$33,734OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$2,500OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,630,653TotalRevAndExpnssAmt
Total Net Invst Incm$1,646,828TotalNetInvstIncmAmt
Total Adj Net Incm$2,500TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$200LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$200LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$96,484OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$96,484OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$36,656TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,456TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$69,268OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$69,268OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$202,608TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$102,940TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$69,468TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,717,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,717,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,920,558TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$102,940TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,787,418TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$289,905ExcessRevenueOverExpensesAmt
Net Investment Income$1,543,888NetInvestmentIncomeAmt
Adjusted Net Income$2,500AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$636,457SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$707,422SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$707,422SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,101AcctRcvblAmt
Acct Rcvbl EOY$1,101AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,101AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$875,715OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$360,715OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$875,715OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$875,715OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$15,648,092CorporateStockBOYAmt
Corporate Stock EOY$14,791,356CorporateStockEOYAmt
Corporate Stock EOYFMV$24,081,891CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,237,241CorporateBondsBOYAmt
Corporate Bonds EOY$10,217,006CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,597,887CorporateBondsEOYFMVAmt
Mortgage Loans BOY$100,000MortgageLoansBOYAmt
Mortgage Loans EOY$100,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$100,000MortgageLoansEOYFMVAmt
Other Assets BOY$175,000OtherAssetsBOYAmt
Other Assets EOY$175,000OtherAssetsEOYAmt
Other Assets EOYFMV$175,000OtherAssetsEOYFMVAmt
Total Assets BOY$27,157,505TotalAssetsBOYAmt
Total Assets EOY$26,867,600TotalAssetsEOYAmt
Total Assets EOYFMV$36,539,016TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$27,157,505RetainedEarningBOYAmt
Retained Earning EOY$26,867,600RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,157,505TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,867,600TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,157,505TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,867,600TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,157,505TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$289,905ExcessRevenueOverExpensesAmt
Subtotal$26,867,600SubtotalAmt
Tot Net Ast Or Fund Balances EOY$26,867,600TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$3,771,211GrossSalesPriceAmt
Cost Or Other Basis$3,089,197CostOrOtherBasisAmt
Gain Or Loss$682,014GainOrLossAmt
Gains Minus Excess Or Losses$682,014GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$682,014CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,180,646AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$33,719,557NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035014DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,198,252AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$31,278,764NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038309DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,264,380AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,647,586NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044136DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,146,815AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,184,387NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04069DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,980,819AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$27,726,646NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071441DistributionYr5Rt
Total Distribution0.22959TotalDistributionRt
Average Distribution0.045918AverageDistributionRt
Net Vl Noncharitable Assets$35,287,772NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,620,344AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,439NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,635,783AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,787,418QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$15,439InvestmentIncomeExciseTaxAmt
Subtotal$15,439SubtotalAmt
Tax Based On Investment Income$15,439TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36,873EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$36,873TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$21,434OverpaymentAmt
Applied To ES Tax$15,500AppliedToESTaxAmt
Refund$5,934RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Carol A Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP*1.0$0$0$0
Christopher R Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Edward A Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
John Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas*1.0$0$0$0
Keriann Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Massimo D Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir*, VP1.0$0$0$0
Peter G Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Sandor A Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Spencer Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Valerie F Backus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Edward A Backus Jr
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Robert Fikso
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres*1.0$0$0$0
Matthew F Stoller
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Philip R Stoller
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Susan B Stoller
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Robert W Baird & co incorporated
777 east wisconsin avenueMILWAUKEEWI532025391Investment Mgmt$96,484
Foundation Source
55 Walls Drive 3rd floorFairfieldCT06824Administrative$69,233
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,923,440AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$925,994AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$975,715FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,825,149TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,825,149AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$537,377CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,287,772NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,764,389MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,764,389MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,439TaxBasedOnInvestmentIncomeAmt
Total Tax$15,439TotalTaxAmt
Distributable Before Adj$1,748,950DistributableBeforeAdjAmt
Distributable Before Ded$1,748,950DistributableBeforeDedAmt
Distributable As Adjusted$1,748,950DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,787,418ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,787,418QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$15,439PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,771,979AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,748,950DistributableAsAdjustedAmt
Undistributed Income PY$1,680,771UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$1,787,418QualifyingDistributionsAmt
Applied To Year1$1,680,771AppliedToYear1Amt
Applied To Current Year$106,647AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,642,303UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient Personfoundation sourceRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line155 walls drive 3rd floorAddressLine1Txt
CityfairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8008391754RecipientPhoneNum
Form And Info And MaterialsWWW.FSREQUESTS.COM/LUCKYSEVENFormAndInfoAndMaterialsTxt
Submission DeadlinesWWW.FSREQUESTS.COM/LUCKYSEVENSubmissionDeadlinesTxt
Restrictions On AwardsWWW.FSREQUESTS.COM/LUCKYSEVENRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (256 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350 SEATTLE
1127 10TH AVE E STE 1SEATTLEWA98102N/APCGeneral & Unrestricted$1,500
5TH AVENUE THEATRE ASSOCIATION
1308 5TH AVESEATTLEWA98101N/APCAnnual Fund$1,000
A STEP AHEAD IN PIERCE CO
10324 CANYON RD EPUYALLUPWA98373N/APCBOOST: Therapeutic Services for Foster Children Program$5,000
ABUSED DEAF WOMENS ADVOCACY SERVICES
8623 ROOSEVELT WAY NESEATTLEWA98115N/APCGeneral & Unrestricted$5,000
ACADEMY FOR PRECISION LEARNING INC
PO BOX 51241SEATTLEWA98115N/APCGeneral & Unrestricted$5,000
ADVOCACY AND CARING FOR CHILDREN
100 23RD AVE SSEATTLEWA98144N/APCCharitable Event$1,000
ALLIANCE FOR GUN RESPONSIBILITY FOUNDATION
PO BOX 4187SEATTLEWA98194N/APCGeneral & Unrestricted$15,000
ALLIED ARTS FOUNDATION
3518 FREMONT AVE NSEATTLEWA98103N/APCThe Robert J. Block Awards Fund for Artistic Excellence$4,500
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST 18TH FLNEW YORKNY10004N/APCGeneral & Unrestricted$500
AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND
PO BOX 2728SEATTLEWA98111N/APCGeneral & Unrestricted$10,000
AMERICAN TRUST FBO OXFORD UNIVERSITY
8229 BOONE BLVD STE 240VIENNAVA22182N/APCGeneral & Unrestricted$250
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STAT
PO BOX 61568VANCOUVERWA98666N/APCGeneral & Unrestricted$1,000
ANGEL CITY PIT BULLS
1834 S GRAMERCY PLLOS ANGELESCA90019N/APCGeneral & Unrestricted$250
ANNIE WRIGHT SCHOOLS
827 N TACOMA AVETACOMAWA98403N/APCAnnual Fund$2,500
ANTI-DEFAMATION LEAGUE
2200 6TH AVE STE 835SEATTLEWA98121N/APCGeneral & Unrestricted$1,000
ARBORETUM FOUNDATION
2300 ARBORETUM DR ESEATTLEWA98112N/APCSapling program$500
ARBORETUM FOUNDATION
2300 ARBORETUM DR ESEATTLEWA98112N/APCThe Washington Park Arboretum's Environmental Education program$7,500
ARMORY CENTER FOR THE ARTS
145 N RAYMOND AVEPASADENACA91103N/APCGeneral & Unrestricted$250
ARTS CORPS
4408 DELRIDGE WAY SW STE 110SEATTLEWA98106N/APCGeneral & Unrestricted$250
ASSOCIATION OF AMERICAN RHODES SCHOLARS
8229 BOONE BLVD STE 240VIENNAVA22182N/APCGeneral & Unrestricted$250
AUSTIN FOUNDATION
3518 FREMONT AVE N 373SEATTLEWA98103N/APCGeneral & Unrestricted$5,000
AUSTRALIAN TERRIER RESCUE INC
1432 E PURDUE AVEPHOENIXAZ85020N/APCGeneral & Unrestricted$250
AUSTRALIAN TERRIER TR
PO BOX 5767PALM SPRINGSCA92263N/APCGeneral & Unrestricted$250
BAGLEY PTA 6 14 40 SEATTLE COUNCIL
7821 STONE AVE NSEATTLEWA98103N/APCGeneral & Unrestricted$4,000
BAYSIDE HOUSING & SERVICES
PO BOX 927PORT HADLOCKWA98339N/APCFamily Housing Initiative$5,000
BEST DENTAL HELP
25965 TYTLER RD NEPOULSBOWA98370N/APCOutreach and dental case manager fund$10,000
BETHEL COMMUNITY SERVICES
18020 B ST ESPANAWAYWA98387N/APCGeneral & Unrestricted$500
BIKE & BUILD INC
6153 RIDGE AVEPHILADELPHIAPA19128N/APCGeneral & Unrestricted$250
BIKE WORKS SEATTLE
3709 S FERDINAND STSEATTLEWA98118N/APCGeneral & Unrestricted$5,000
BLACKPAST ORG
4545 SAND POINT WAY NE APT 601SEATTLEWA98105N/APCEnsuring the Future of BlackPast.org Project$5,000
BOYER CHILDRENS CLINIC
1850 BOYER AVE ESEATTLEWA98112N/APCGeneral & Unrestricted$1,500
BRIDGES MIDDLE SCHOOL
2510 SW 1ST AVEPORTLANDOR97201N/APCGeneral & Unrestricted$500
BROWN UNIVERSITY Annual Fund
BOX 1976PROVIDENCERI02912N/APCGeneral & Unrestricted$200
BURKE MUSEUM ASSOCIATION
PO BOX 353010SEATTLEWA98195N/APCGeneral & Unrestricted$2,500
BUSH SCHOOL
3400 E HARRISON STSEATTLEWA98112N/APCGeneral & Unrestricted$1,000
CAMANO SENIOR SERVICES ASSOCIATION
606 ARROWHEAD RDCAMANO ISLANDWA98282N/APCCamano Center Adult Day Program$5,000
CANCER PATHWAYS
1400 BROADWAYSEATTLEWA98122N/APCGeneral & Unrestricted$8,500
CANCER PATHWAYS
1400 BROADWAYSEATTLEWA98122N/APCCancer Education for Teens Project$15,000
CAPITOL HILL HOUSING FOUNDATION
1620 12TH AVE STE 205SEATTLEWA98122N/APCGeneral & Unrestricted$2,500
CAPITOL HILL HOUSING FOUNDATION
1620 12TH AVE STE 205SEATTLEWA98122N/APCCharitable Event$4,400
CAPITOL HILL HOUSING FOUNDATION
1620 12TH AVE STE 205SEATTLEWA98122N/APCRise Together Campaign$1,850
CARES OF WASHINGTON
1833 N 105TH ST STE 201SEATTLEWA98133N/APCGeneral & Unrestricted$100
CASA LATINA
317 17TH AVE SSEATTLEWA98144N/APCGeneral & Unrestricted$1,000
CASCADE BICYCLE CLUB
7787 62ND AVE NESEATTLEWA98115N/APCPromote Diversity Project$10,000
CASCADE PUBLIC MEDIA
401 MERCER STSEATTLEWA98109N/APCGeneral & Unrestricted$5,100
CENTER FOR REPRODUCTIVE RIGHTS INC
199 WATER ST 22ND FLNEW YORKNY10038N/APCGeneral & Unrestricted$5,000
CENTER ON CONTEMPORARY ART
114 3RD AVE S STE 108SEATTLEWA98104N/APCGeneral & Unrestricted$5,000
CENTRAL AMERICAN RESOURCE CENTER - CARECEN - OF CA
2845 W 7TH STLOS ANGELESCA90005N/APCGeneral & Unrestricted$250
CHIEF SEATTLE CLUB
410 2ND AVE EXT SSEATTLEWA98104N/APCGeneral & Unrestricted$1,000
CHIEF SEATTLE CLUB
410 2ND AVE EXT SSEATTLEWA98104N/APCHoliday Fund$5,000
CHILDHAVEN
316 BROADWAYSEATTLEWA98122N/APCGeneral & Unrestricted$150
CIRCLE OF FRIENDS FOR MENTAL HEALTH
1100 NE CAMPUS PKWY STE 200SEATTLEWA98105N/APCGeneral & Unrestricted$14,000
CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT
1101 K ST NWWASHINGTONDC20005N/APCGeneral & Unrestricted$500
COALITION FOR HUMANE IMMIGRANT RIGHTS
2533 W 3RD ST STE 101LOS ANGELESCA90057N/APCGeneral & Unrestricted$500
COMMUNITY ACTION OF SKAGIT COUNTY
330 PACIFIC PLMOUNT VERNONWA98273N/APCVeterans Program$500
COMMUNITY ACTION OF SKAGIT COUNTY
330 PACIFIC PLMOUNT VERNONWA98273N/APCVeterans Program$10,000
COMMUNITY LUNCH ON CAPITOL HILL
1710 11TH AVESEATTLEWA98122N/APCGeneral & Unrestricted$5,000
COMPASS HEALTH
4526 FEDERAL AVE M/S 49EVERETTWA98203N/APCTherapeutic Foster Care Program$5,000
CONSEJO COUNSELING AND REFERRAL SERVICE
3808 S ANGELINE STSEATTLEWA98118N/APCMi Casa -Transitional Housing for Latina Survivors Program$5,000
COUNTRY DOCTOR COMMUNITY CLINIC
500 19TH AVE ESEATTLEWA98112N/APCGeneral & Unrestricted$1,000
DAWN - DOMESTIC ABUSE WOMENS NETWORK
PO BOX 1449KENTWA98035N/APCGeneral & Unrestricted$15,000
DIVINE ALTERNATIVES FOR DADS SERVICES (DADS)
5709 RAINIER AVE SSEATTLEWA98118N/APCGeneral & Unrestricted$15,000
DOVE PROJECT
PO BOX 1341VASHONWA98070N/APCLegal Mobile Advocacy for Domestic Violence and Sexual assault survivors program$2,500
DOVE PROJECT
PO BOX 1341VASHONWA98070N/APCLegal Mobile Advocacy for Domestic Violence and Sexual assault survivors program$2,500
DUWAMISH TRIBAL SERVICES
4705 W MARGINAL WAY SWSEATTLEWA98106N/APCDuwamish longhouse and cultural center: Duwamish's people reclaim land project$10,000
DUWAMISH TRIBAL SERVICES
4705 W MARGINAL WAY SWSEATTLEWA98106N/APCgeneral & unrestricted$5,000
EDGE FUNDERS ALLIANCE
BOX 559 60 29TH STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$10,000
EDMONDS CENTER FOR THE ARTS
410 4TH AVE NEDMONDSWA98020N/ASO ICharitable Event$5,000
EL CENTRO DE LA RAZA
2524 16TH AVE SSEATTLEWA98144N/APCGeneral & Unrestricted$2,000
ENVIRONMENTAL WORKING GROUP
1436 U ST NW STE 100WASHINGTONDC20009N/APCGeneral & Unrestricted$1,000
EPIPHANY PARISH
1805 38TH AVESEATTLEWA98122N/APCGeneral & Unrestricted$550
EPIPHANY SCHOOL
3611 E DENNY WAYSEATTLEWA98122N/APCGeneral & Unrestricted$1,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$5,000
EXODUS HOUSING
PO BOX 1006SUMNERWA98390N/APCRapid Rehouisng Domestic Violence Program$5,000
FACING HOMELESSNESS
4001 9TH AVE NESEATTLEWA98105N/APCGeneral & Unrestricted$500
FAMILIES FOR EFFECTIVE AUTISM TREATMENT FEAT OF WA
14434 NE 8TH ST STE 300BELLEVUEWA98007N/APCGeneral & Unrestricted$100
FRANKLIN W OLIN COLLEGE OF ENGINEERING INC
1000 OLIN WAYNEEDHAMMA02492N/APCGeneral & Unrestricted$1,250
FREE2LUV INC
4701 SW ADMIRAL WAY 378SEATTLEWA98116N/APCFree2BeME Project: Saving Lives Through The Arts$5,000
FREEDOM PROJECT
8016 S 116TH STSEATTLEWA98178N/APCGeneral & Unrestricted$500
FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE
PO BOX 99608LAKEWOODWA98496N/APCGeneral & Unrestricted$7,500
FRIENDS OF MEALI INTERNATIONAL INC
240 BRATTLE ST APT 42CAMBRIDGEMA02138N/APCGeneral & Unrestricted$1,000
FRIENDS OF THE EASTERN SIERRA AVALANCHE CENTER
PO BOX 1675MAMMOTH LAKESCA93546N/APCGeneral & Unrestricted$1,250
FULL LIFE CARE
800 JEFFERSON ST STE 620SEATTLEWA98104N/APCGeneral & Unrestricted$2,500
GREATER SEATTLE BUREAU OF FEARLESS IDEAS
PO BOX 30764SEATTLEWA98113N/APCGeneral & Unrestricted$8,000
GREATER SEATTLE BUREAU OF FEARLESS IDEAS
PO BOX 30764SEATTLEWA98113N/APCGreenwood Storefront project$125,000
GREEN PLATE SPECIAL
2115 25TH AVE SSEATTLEWA98144N/APCHands-on Gardening & Cooking Education for Low-Income youth program$5,000
GROWING GARDENS
3114 SE 50TH AVEPORTLANDOR97206N/APCGeneral & Unrestricted$1,000
GROWING GARDENS
3114 SE 50TH AVEPORTLANDOR97206N/APCCharitable Event$1,000
GUIDE DOGS OF THE DESERT
60735 DILLON RDWHITEWATERCA92282N/APCGeneral & Unrestricted$700
HANFORD CHALLENGE
2719 E MADISON ST STE 304SEATTLEWA98112N/APCGeneral & Unrestricted$25,000
HANFORD CHALLENGE
2719 E MADISON ST STE 304SEATTLEWA98112N/APCStop the Shortcuts to Hanford Cleanup Project$1,000
HELPING LINK
1032 S JACKSON ST STE CSEATTLEWA98104N/APCGeneral & Unrestricted$10,000
HENDERSON-NORWESTER CAMP
PO BOX 1055EDMONDSWA98020N/APCGeneral & Unrestricted$1,500
HERO HOUSE
12838 SE 40TH PLBELLEVUEWA98006N/APCClub House Seattle Program$7,000
HERO HOUSE
12838 SE 40TH PLBELLEVUEWA98006N/APCseattle location expansion fund - add employee and expand to Everett$70,000
HILLSIDE FELLOWSHIP
5027 159TH PL SEBELLEVUEWA98006N/APCGeneral & Unrestricted$200
HISTORICAL SOCIETY OF SEATTLE & KING COUNTY
PO BOX 80816SEATTLEWA98108N/APCGeneral & Unrestricted$250
HOLOCAUST CENTER FOR HUMANITY
2045 2ND AVESEATTLEWA98121N/APCMental Health Program$10,000
HOPELINK
PO BOX 3577REDMONDWA98073N/APCGeneral & Unrestricted$250
HUMANITIES WASHINGTON
130 NICKERSON ST STE 304SEATTLEWA98109N/APCPrime Time Family Reading Program$5,000
IMMANUEL COMMUNITY SERVICES
1215 THOMAS STSEATTLEWA98109N/APCGeneral & Unrestricted$5,000
INDIVISIBLE CIVICS INC
PO BOX 43884WASHINGTONDC20010N/APCGeneral & Unrestricted$2,500
INTERFAITH COALITION OF WHATCOM COUNTY
910 14TH STBELLINGHAMWA98225N/APCto purchase New Beds for Family Promise Program$4,000
INTERNATIONAL ANTI-POACHING FOUNDATION INC
PO BOX 207VOLCANOCA95689N/APCGeneral & Unrestricted$7,500
INVICTUS FOUNDATION
5412 NE 6TH CTRENTONWA98059N/APCGeneral & Unrestricted$5,500
ISLAND ARTS COUNCIL
PO BOX 173LANGLEYWA98260N/APCWhidbey Island Artists capacity-building fund$5,000
JANE ADDAMS MIDDLE SCHOOL PTSA
11051 34TH AVE NESEATTLEWA98125N/APCGeneral & Unrestricted$1,000
JONNYCAKE CENTER OF WESTERLY
23 INDUSTRIAL DRWESTERLYRI02891N/APCGeneral & Unrestricted$1,000
JOYFUL HEART FOUNDATION
25 BROADWAY 9TH FLNEW YORKNY10004N/APCGeneral & Unrestricted$500
JUBILEE WOMENS CENTER
620 18TH AVE ESEATTLEWA98112N/APCGeneral & Unrestricted$1,300
KCRW FOUNDATION INC
1900 PICO BLVDSANTA MONICACA90405N/APCGeneral & Unrestricted$500
KENT YOUTH AND FAMILY SERVICES
232 2ND AVE S STE 201KENTWA98032N/APCGeneral & Unrestricted$15,000
KIDS IN CONCERT
PO BOX 11623BAINBRIDGE ISWA98110N/APCGeneral & Unrestricted$5,000
KINDERING CENTER
16120 NE 8TH STBELLEVUEWA98008N/APCGeneral & Unrestricted$4,000
KINDERING CENTER
16120 NE 8TH STBELLEVUEWA98008N/APCCHildren Encouraged by Relationships In Secure Homes (CHERISH) Program$10,000
KUOW-PUGET SOUND PUBLIC RADIO
4518 UNIVERSITY WAY NE STE 310SEATTLEWA98105N/APCGeneral & Unrestricted$6,350
LAKESIDE SCHOOL
14050 1ST AVE NESEATTLEWA98125N/APCAnnual Fund$100
LAMBERT HOUSE
1818 15TH AVESEATTLEWA98122N/APCDinner with Divas Project$5,000
LEGAL AID FOUNDATION OF LOS ANGELES
1550 W 8TH STLOS ANGELESCA90017N/APCGeneral & Unrestricted$500
LIGHTHOUSE FOR THE BLIND INC
2501 S PLUM STSEATTLEWA98144N/APCTechnical Training Fund$500
LONG LIVE THE KINGS
1326 5TH AVE STE 450SEATTLEWA98101N/APCGeneral & Unrestricted$5,000
LOW INCOME HOUSING INSTITUTE
2407 1ST AVE STE 200SEATTLEWA98121N/APCCharitable Event$5,000
MALOTO INC
21 W 46TH ST STE 1408NEW YORKNY10036N/APCGeneral & Unrestricted$1,000
MAPLE VALLEY CREATIVE ARTS COUNCIL
23220 MAPLE VALLEY HWY SEMAPLE VALLEYWA98038N/APCNew Community Arts Programs In Maple Valley$2,500
MARYS PLACE
9529 29TH ST NELAKE STEVENSWA98258N/APCGeneral & Unrestricted$250
MAULI OLA FOUNDATION BREATH OF LIFE
1003 S COAST HWYLAGUNA BEACHCA92651N/APCGeneral & Unrestricted$500
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065N/APCCycle for Survival's Shelley's Spinners team fund$5,000
MENTAL HEALTH CHAPLAINCY
PO BOX 19504SEATTLEWA98109N/APCGeneral & Unrestricted$11,000
METHOW VALLEY SPORTS TRAILS ASSOCIATION
PO BOX 147WINTHROPWA98862N/APCGeneral & Unrestricted$100
MISSION TO SEAFARERS
3568 W MARGINAL WAY SWSEATTLEWA98106N/APCGeneral & Unrestricted$500
MITCHELL COLLEGE
437 PEQUOT AVENEW LONDONCT06320N/APCGeneral & Unrestricted$4,000
MORNINGSIDE ACADEMY
901 LENORA STSEATTLEWA98121N/APCGeneral & Unrestricted$200
MOUNTAIN RESCUE ASSOCIATION
PO BOX 880868SAN DIEGOCA92168N/APCGeneral & Unrestricted$250
MOUNTAIN VIEW LUTHERAN CHURCH
3505 122ND AVE EEDGEWOODWA98372N/APCGeneral & Unrestricted$5,000
MULTICULTURAL CHILD AND FAMILY HOPE CENTER
2021 S 19TH STTACOMAWA98405N/APCStrengthening Families and Supporting Futures program$5,000
NAMI SEATTLE
802 NW 70TH STSEATTLEWA98117N/APCGeneral & Unrestricted$8,150
Nathan Hale High School
10750 30 AV NESEATTLEWA98125N/AGOVRobotics team fund$10,000
Nathan Hale High School
10750 30 AV NESEATTLEWA98125N/AGOVRobotics team fund$1,000
NATIONAL ASSOCIATION FOR EQUAL OPPORTUNITY IN HIGH
110 MARYLAND AVE NE STE 511WASHINGTONDC20002N/APCGeneral & Unrestricted$5,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 W 20TH ST 11TH FLNEW YORKNY10011N/APCGeneral & Unrestricted$500
NAVOS
2600 SW HOLDEN STSEATTLEWA98126N/APCGeneral & Unrestricted$7,500
NETWORK FOR GOOD INC
1140 CONNECTICUT AVE NW STE 700WASHINGTONDC20036N/APCHanford Challenge Fund$10,000
NEW YORK PUBLIC RADIO
160 VARICK STNEW YORKNY10013N/APCDeath Sex & Money Project$250
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104N/APCGeneral & Unrestricted$5,000
NORTHWEST SCHOOL OF WOODEN BOAT BUILDING
42 N WATER STPORT HADLOCKWA98339N/APCGeneral & Unrestricted$10,000
OLYMPIC NEIGHBORS
PO BOX 1923PORT TOWNSENDWA98368N/APCInclusive Lives Project$3,000
OPERATION NIGHTWATCH
PO BOX 21181SEATTLEWA98111N/APCGeneral & Unrestricted$7,000
OPERATION NIGHTWATCH
PO BOX 21181SEATTLEWA98111N/APCSenior Services Fund$500
OPPORTUNITY COUNCIL
1111 CORNWALL AVEBELLINGHAMWA98225N/APCGeneral & Unrestricted$2,500
OPPORTUNITY COUNCIL
1111 CORNWALL AVEBELLINGHAMWA98225N/APCEmergency Child Care Voucher Program$2,500
OUTDOOR OUTREACH
5275 MARKET ST STE 21SAN DIEGOCA92114N/APCGeneral & Unrestricted$500
PARADOX SPORTS
PO BOX 273ELDORADO SPRGCO80025N/APCConnecticut chapter or North Conway or Gunks climbing trips programs$500
PASADENA HUMANE SOCIETY
361 S RAYMOND AVEPASADENACA91105N/APCGeneral & Unrestricted$250
PAT GRANEY PERFORMANCE
PO BOX 221009SEATTLEWA98122N/APCKTF/The Prison Project$5,000
PEACETREES VIETNAM
509 OLIVE WAY STE 1226SEATTLEWA98101N/APCGeneral & Unrestricted$1,000
PET PARTNERS
345 118TH AVE SE STE 200BELLEVUEWA98005N/APCGeneral & Unrestricted$500
PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE INC
5100 WISCONSIN AVE NW STE 400WASHINGTONDC20016N/APCGeneral & Unrestricted$1,000
PIKE MARKET SENIOR CENTER
85 PIKE ST STE 200SEATTLEWA98101N/APCGeneral & Unrestricted$7,500
PIKE MARKET SENIOR CENTER
85 PIKE ST STE 200SEATTLEWA98101N/APCHoliday Celebration Fund$5,000
PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE
2001 E MADISON STSEATTLEWA98122N/APCGeneral & Unrestricted$11,000
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
5 COURT STMIDDLEBURYVT05753N/APCGeneral & Unrestricted$500
PRO BONO NET INC
151 W 30TH ST 6TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$500
PROGRAM FOR EARLY PARENT SUPPORT
4649 SUNNYSIDE AVE N STE 324SEATTLEWA98103N/APCGeneral & Unrestricted$3,000
PROGRESSIVE ANIMAL WELFARE SOCIETY INC
15305 44TH AVE WLYNNWOODWA98087N/APCCat City in the University District in Seattle$1,000
PROJECT ACCESS NORTHWEST
1111 HARVARD AVESEATTLEWA98122N/APCSpecialty Care Coordination Fund$5,000
PUSHING BOUNDARIES
4162 148TH AVE NEREDMONDWA98052N/APCGeneral & Unrestricted$500
PUYALLUP VALLEY ST FRANCIS HOUSE
PO BOX 156PUYALLUPWA98371N/APCGeneral & Unrestricted$750
R MERLE PALMER MINORITY SCHOLARSHIP FOUNDATION
PO BOX 7119TACOMAWA98417N/APCGeneral & Unrestricted$5,000
RAGGED MOUNTAIN FOUNDATION INC
PO BOX 948SOUTHINGTONCT06489N/APCGeneral & Unrestricted$750
RAINER FOOTHILLS WELLNESS FOUNDATION
PO BOX 905ENUMCLAWWA98022N/APCMental Health Community Education & Awareness Initiative$5,000
RAINIER PREP
10211 12TH AVE SSEATTLEWA98168N/APCGeneral & Unrestricted$250
RE SOURCES
2309 MERIDIAN STBELLINGHAMWA98225N/APCCommunity Jobs Training Program (CJTP)$10,000
REAL CHANGE HOMELESS EMPOWERMENT PROJECT
219 1ST AVE S STE 220SEATTLEWA98104N/APCGeneral & Unrestricted$25,500
RED BADGE PROJECT
1111 3RD AVE STE 3000SEATTLEWA98101N/APCGeneral & Unrestricted$10,500
REFUGEE WOMENS ALLIANCE
4008 MARTIN LUTHER KING JR WAY SSEATTLEWA98108N/APCFamily Empowerment Program$5,000
RENTON AREA YOUTH AND FAMILY SERVICES
1025 S 3RD STRENTONWA98057N/APCKinship Program$7,500
SAFEFUTURES YOUTH CENTER
6337 35TH AVE SWSEATTLEWA98126N/APCGeneral & Unrestricted$1,500
SAN DIEGO AUDUBON SOCIETY
4010 MORENA BLVD STE 100SAN DIEGOCA92117N/APCCharitable Event$500
SAN DIEGO COASTKEEPER
2825 DEWEY RD STE 207SAN DIEGOCA92106N/APCGeneral & Unrestricted$250
SANCTUARY ART CENTER
1604 NE 50TH STSEATTLEWA98105N/APCGeneral & Unrestricted$10,000
SANCTUARY ART CENTER
1604 NE 50TH STSEATTLEWA98105N/APCGreenwood Storefront project$125,000
SAWHORSE REVOLUTION
513 FEDERAL AVE ESEATTLEWA98102N/APCGeneral & Unrestricted$5,000
SEATTLE AUDUBON SOCIETY
8050 35TH AVE NESEATTLEWA98115N/APCNature Camp Fund$500
SEATTLE CHILDRENS HOSPITAL
PO BOX 5371 MSC RC-507SEATTLEWA98145N/APCReach Out and Read Program$2,500
SEATTLE JAZZ ORCHESTRA
PO BOX 45592SEATTLEWA98145N/APCClarence Acox Jazz Scholars Program$5,000
SEATTLE MILK FUND
1631 15TH AVE W STE 116SEATTLEWA98119N/APCFamily Connections Program$5,000
SEATTLE MOUNTAINEERS
13434 ELK RIDGE RD SEMONROEWA98272N/APCGeneral & Unrestricted$5,000
SEATTLE MUSIC PARTNERS
1425 BROADWAY 508SEATTLEWA98122N/APCMentor Youth Through Music Program$5,000
SEATTLE PARKS FOUNDATION
105 S MAIN ST 235SEATTLEWA98104N/APCVolunteer Park Amphitheater Fund$30,000
SEATTLE PUBLIC LIBRARY FOUNDATION
1000 4TH AVESEATTLEWA98104N/APCGeneral & Unrestricted$1,000
SEATTLES UNION GOSPEL MISSION
PO BOX 202SEATTLEWA98111N/APCHoliday Celebrations Fund$5,000
SECRET HARBOR
255 N WAINUT STBURLINGTONWA98233N/APCSkilled Mental Health Services Fund for Children in Residential treatment and therapeutic foster care$5,350
SENIOR SERVICES FOR SOUTH SOUND
222 COLUMBIA ST NWOLYMPIAWA98501N/APCGeneral & Unrestricted$500
SENIOR SERVICES OF ISLAND COUNTY
PO BOX 939FREELANDWA98249N/APCGeneral & Unrestricted$7,000
SEQUOIA PARKS CONSERVANCY
47050 GENERALS HWY UNIT 10THREE RIVERSCA93271N/APCGeneral & Unrestricted$250
SHAG COMMUNITY LIFE FOUNDATION
3131 ELLIOTT AVE STE 350SEATTLEWA98121N/APCGeneral & Unrestricted$5,000
SHE SHOULD RUN
80 M ST SE FL 1WASHINGTONDC20003N/APCGeneral & Unrestricted$10,000
SHORELINE COMMUNITY COLLEGE FOUNDATION
16101 GREENWOOD AVE NSHORELINEWA98133N/APChousing support fund for 4 homeless students$48,000
SHORELINE COMMUNITY COLLEGE FOUNDATION
16101 GREENWOOD AVE NSHORELINEWA98133N/APCEmergency Fund$10,000
SKAGIT VALLEY COLLEGE FOUNDATION SkagitIslands H
2405 E COLLEGE WAYMOUNT VERNONWA98273N/APCEarly Childhood Education Certification Fund$5,000
SKAGITONIANS TO PRESERVE FARMLAND
PO BOX 2405MOUNT VERNONWA98273N/APCGeneral & Unrestricted$20,000
SNO-KING COMMUNITY CHORALE AT EDMONDS COMMUNITY CO
PO BOX 382EDMONDSWA98020N/APCGeneral Operating Fund$5,000
SNOHOMISH COMMUNITY FOOD BANK
PO BOX 1364SNOHOMISHWA98291N/APCGeneral & Unrestricted$5,000
SNOHOMISH COUNTY MUSIC PROJECT
1702 PACIFIC AVEEVERETTWA98201N/APCMusic Therapy for Mental Health Project$5,000
SO CAL SNOW AVALANCHE CENTER
PO BOX 10282CANOGA PARKCA91309N/APCGeneral & Unrestricted$250
SOUND DISCIPLINE
3250 AIRPORT WAY S STE 224SEATTLEWA98134N/APCGeneral & Unrestricted$10,000
SOUND GENERATIONS
2208 2ND AVESEATTLEWA98121N/APCMeals on Wheels Program$5,000
SOUTH WHIDBEY HISTORICAL SOCIETY
PO BOX 612LANGLEYWA98260N/APCto purchase Equipment for Archival Documentation and Preservation$3,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105N/APCGeneral & Unrestricted$250
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGeneral & Unrestricted$4,500
SPELMAN COLLEGE
350 SPELMAN LN SWATLANTAGA30314N/APCGeneral & Unrestricted$3,500
SPIN CAFE
PO BOX 2438OAK HARBORWA98277N/APCto purchase Kitchen Equipment$5,000
STATION L ROWING CLUB
PO BOX 14669PORTLANDOR97293N/APCGeneral & Unrestricted$500
STRATEGIES FOR YOUTH INC
PO BOX 390174CAMBRIDGEMA02139N/APCGeneral & Unrestricted$10,000
STUDIO EAST TRAINING FOR THE PERFORMING ARTS
11730 118TH AVE NE STE 100KIRKLANDWA98034N/APCAccessibility for All Program$5,000
SUMMER SCIENCE PROGRAM INC
PO BOX 410011CAMBRIDGEMA02141N/APCGeneral & Unrestricted$2,000
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673N/APCGeneral & Unrestricted$250
SUSTAINABLE SEATTLE
220 2ND AVE S 218SEATTLEWA98104N/APCListening Series Program$5,000
TACOMA ARTS LIVE
901 BROADWAY STE 700TACOMAWA98402N/APCRegional Theater Program: Audience Development$5,000
TECHNOLOGY ACCESS FOUNDATION
605 SW 108TH STSEATTLEWA98146N/APCGeneral & Unrestricted$1,000
TEEN FEED
4740 B UNIVERSITY WAY NESEATTLEWA98105N/APCGeneral & Unrestricted$500
TEEN FEED
4740 B UNIVERSITY WAY NESEATTLEWA98105N/APCStreet Talk Program$500
TEENS IN PUBLIC SERVICE
4530 UNION BAY PL NE STE 1SEATTLEWA98105N/APCGeneral & Unrestricted$500
THE WASHINGTON BUS EDUCATION FUND
307 3RD AVE S STE 530SEATTLEWA98104N/APCCharitable Event$3,500
THE ACCESS FUND
PO BOX 17010BOULDERCO80308N/APCGeneral & Unrestricted$1,250
THE MOUNTAINEERS
7700 SAND POINT WAY NESEATTLEWA98115N/APCGeneral & Unrestricted$2,500
THE MUSTARD SEED PROJECT OF KEY PENINSULA
PO BOX 182VAUGHNWA98394N/APCGeneral & Unrestricted$10,500
THE RESCUE MISSION
PO BOX 1912TACOMAWA98401N/APCAdams Street Family Shelter$2,500
THE SEATTLE ACADEMY OF ARTS AND SCIENCES
1201 E UNION STSEATTLEWA98122N/APCZambia project$500
THE TREVOR PROJECT INC
8704 SANTA MONICA BLVDWEST HOLLYWOODCA90069N/APCGeneral & Unrestricted$500
THE WHATCOM DREAM
PO BOX 29945BELLINGHAMWA98228N/APCAdult Financial Literacy Programming Fund$5,000
TRANSITIONAL RESOURCES
2970 SW AVALON WAYSEATTLEWA98126N/APCGeneral & Unrestricted$5,000
TREEHOUSE
2100 24TH AVE S STE 200SEATTLEWA98144N/APCJust in Time Fund$125,000
TUNE IN TO NATURE ORG
PO BOX 99456SEATTLEWA98139N/APCBird Note Project$1,000
UNION OF CONCERNED SCIENTISTS INC
2 BRATTLE SQ STE 6CAMBRIDGEMA02138N/APCGeneral & Unrestricted$1,000
UNION STATION HOMELESS SERVICES
825 E ORANGE GROVE BLVDPASADENACA91104N/APCGeneral & Unrestricted$500
UNIVERSITY OF PORTLAND
5000 N WILLAMETTE BLVDPORTLANDOR97203N/APCOwen Klinger Scholarship Fund$5,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER STTACOMAWA98416N/APCGeneral & Unrestricted$5,000
UNIVERSITY OF WASHINGTON FOUNDATION
1900 COMMERCE STTACOMAWA98402N/APCTeacher Residency Program Emergency Fund$45,000
UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE
4333 BROOKLYN AVE NE BOX 359505SEATTLEWA98195N/APCCampaign for UW Medicine-Dementia Physician Training Fund$3,000
UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE
4333 BROOKLYN AVE NE BOX 359505SEATTLEWA98195N/APCDementia Physician Training Fund (DPTFND)$1,000
UNIVERSITY PREPARATORY ACADEMY
8000 25TH AVE NESEATTLEWA98115N/APCGeneral & Unrestricted$2,500
VASHON-MAURY SENIOR CENTER
1004 SW BANK RDVASHONWA98070N/APCGeneral & Unrestricted$5,000
VILLAGE THEATRE
303 FRONT ST NISSAQUAHWA98027N/APCGeneral & Unrestricted$50
VINE MAPLE PLACE
PO BOX 1092MAPLE VALLEYWA98038N/APCGeneral & Unrestricted$500
VISION HOUSE
PO BOX 2951RENTONWA98056N/APCGeneral & Unrestricted$1,000
WALLINGFORD COMMUNITY SENIOR CENTER
4649 SUNNYSIDE AVE N STE 140SEATTLEWA98103N/APCGeneral & Unrestricted$5,000
WASHINGTON CENTER FOR THE PERFORMING ARTS
512 WASHINGTON ST SEOLYMPIAWA98501N/APCSound: The Artistic Experience Project$5,000
WASHINGTON STATE UNIVERSITY
PO BOX 641024PULLMANWA99164N/APCGeneral & Unrestricted$250
WASHINGTON STATE UNIVERSITY FOUNDATION
PO BOX 641927PULLMANWA99164N/APCElson S Floyd College of Medicine Scholarship fund$120,000
WELLSPRING FAMILY SERVICES
1900 RAINIER AVE SSEATTLEWA98144N/APCDads Domestic Violence Program$500
WHATCOM LAND TRUST
PO BOX 6131BELLINGHAMWA98227N/APCpreserve/restore tributary and salmon run, general operations and maintenance of land, acquisition of 1,400 acres of land projects$60,000
WORLD WITHOUT HATE INC
140 LAKESIDE AVE STE 31ASEATTLEWA98122N/APCGeneral & Unrestricted$4,500
YOU GROW GIRL
10215 LAKE CITY WAY NE STE HSEATTLEWA98125N/APCEmpowHer: Academic and Career Mentoring Program$3,500
YOUTHCARE
2500 NE 54TH STSEATTLEWA98105N/APCGeneral & Unrestricted$6,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,717,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,040ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$924,040ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$665,839ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
INTEREST INCOME FROM NOTES14$27,734
INTEREST INCOME FROM LOANS14$3,500
INTEREST INCOME FROM PRIS$2,500

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,628,153ExclusionAmt
Related Or Exempt Function Incm$2,500RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,630,653TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship Statementinterest income from program related investment. homesight promotes affordable homeownership opportunities through three (3) key interrelated program areas: homebuyer education and financial planning, buyer purchase assistance loan underwriting and orgination, and new home construction.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (9 entries)

Short ExplanationShortExplanationTxt
Carol A Backus
* removed from the position in 2019
John Backus
* removed from the position in 2019
Keriann Backus
* removed from foundation in 2019
Massimo D Backus
* removed from the posision in 2019
Peter G Backus
* removed from foundation in 2019
Sandor A Backus
* removed from foundation in 2019
Spencer Backus
* removed from foundation in 2019
Edward A Backus Jr
* removed from foundation in 2019
Robert Fikso
* removed from the position in 2019

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (61 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC - 4.250% - 11/14/20$273,501$298,644
ALABAMA POWER CO - 3.550% - 12$149,560$158,091
ALPHABET INC CL C - 3.375% - 0$150,894$159,437
APPLE INC - 2.500% - 02/09/202$235,868$254,653
APPLE INC NOTE CALL - 3.350% -$209,440$218,364
AUTOMATIC DATA PROCESSING - 3.$468,069$488,280
BERKSHIRE HATHAWAY ENERGY - 3.$76,312$78,308
BERKSHIRE HATHAWAY FIN CORP -$101,392$102,524
BERKSHIRE HATHAWAY INC DEL - 3$254,065$258,768
BP CAP MKTS AMER - 4.500% - 10$150,000$152,829
BP CAP MKTS AMER - 4.742% - 03$152,336$155,021
BP CAPITAL MARKETS - 3.561% -$216,150$206,252
CHEVRON CORP - 2.198% - 03/03/$116,806$116,924
COCA COLA CO - 2.125% - 09/06/$113,333$111,887
COCA COLA CO - 2.900% - 05/25/$242,340$261,825
COCA COLA CO NOTE - 2.550% - 0$76,240$76,781
COMWLTH EDISON CO - 3.400% - 0$101,006$102,309
COSTCO - 3.000% - 05/17/2027$185,517$195,364
COSTCO WHSL CORP - 2.300% - 05$145,586$151,862
COSTCO WHSL CORP NEWNOTE - 2.2$34,801$35,354
DISNEY WALT CO - 2.950% - 06/1$249,578$263,368
DISNEY WALT CO - 3.000% - 02/1$153,834$157,964
DUKE ENERGY OHIO 1MTG BD - 3.8$101,143$105,653
EXXON MOBIL - 1.912% - 03/06/2$139,845$139,941
EXXON MOBIL CORP - 2.440% - 08$200,910$201,127
EXXON MOBIL CORP - 2.709% - 03$30,328$31,013
GOOGLE INC - 3.375% - 02/25/20$359,899$372,198
HERSHEY CO NOTE - 4.125% - 12/$111,779$112,197
HOME DEPOT - 2.625% - 06/01/20$175,485$178,452
HOME DEPOT INC - 2.950% - 06/1$80,771$83,144
ILLINIOS TOOL - 3.500% - 03/01$252,000$264,605
JOHNSON & JOHNSON-2.95%-3/3/27$84,098$89,116
JOHNSON & JOHNSON-2.95%-9/1/20$251,134$251,897
JPMORGAN CHASE &CO NOTE - 2.40$245,015$251,560
LILLY ELI &CO - 3.100% - 05/15$232,369$241,103
LILLY ELI &CO NOTE - 2.750% -$95,583$103,081
MICROSOFT CORP - 3.125% - 11/0$98,707$105,711
MICROSOFT CORP NOTE - 3.300% -$100,775$106,891
MICROSOFT CORP NOTE CALL - 2.8$151,481$155,649
NIKE INC NOTE CALL - 2.375% -$287,243$310,106
PACIFICORP NOTE - 3.850% - 06/$101,238$102,336
PEPSICO INC - 2.750% - 03/01/2$193,534$205,438
PEPSICO INC - 2.750% - 04/30/2$240,148$258,555
PEPSICO INC - 3.000% - 10/15/2$95,967$106,009
PEPSICO INC - 3.125% - 11/01/2$75,159$75,798
PFIZER INC - 2.950% - 03/15/20$141,985$145,266
PFIZER INC - 3.000% - 12/15/20$99,214$104,846
POTOMAC ELEC PWR CO - 3.600% -$203,633$210,768
PRECISION CASTPARTS CORP - 2.5$249,591$254,468
PROCTER AND GAMBLE CO - 2.850%$150,676$164,021
SHELL INTL FIN - 2.250% - 01/0$245,114$252,116
SNAP ON INC NOTE CALL - 3.250%$20,179$20,860
STARBUCKS CORP - 2.450% - 06/1$332,419$355,040
STARBUCKS CORP - 2.700% - 06/1$100,427$101,780
TOTAL CAPITAL - 2.700% - 01/25$100,377$102,189
TOTAL CAPITAL GTD NT - 4.450%$101,238$101,118
TOTAL CAPITAL INTL - 3.700% -$50,405$53,086
VIRGINIA ELEC & PWR CO - 2.950$353,670$356,121
VIRGINIA ELEC & PWR CO - 3.450$101,331$103,417
WAL MART - 3.300% - 04/22/2024$304,695$315,522
WAL MART - 3.625% - 07/08/2020$100,813$100,880

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO$346,466$341,196
ABB LTD$316,220$392,161
ABBOTT LABS$394,349$889,012
ABBVIE INC$162,436$332,025
ALASKA AIR GROUP INC$248,950$220,188
ALLEGHANY CP$199,001$319,828
ALPHABET INC CL C$222,537$562,885
AMEREN ILL PUB 4.25$263,231$352,846
AMEREN ILL PUB 5.16$150,750$184,921
APPLE INC$217,369$673,927
AUTOMATIC DATA PROCESSING INC$177,444$707,575
BOSWELL JG CO COM$143,211$150,000
BROADRIDGE FINANCIAL$261,305$322,439
CHAUTAUQUA INTERNATIONAL GROWT$382,793$454,744
CHEVRON CORP$51,865$120,510
COLUMBIA BANKING SYSTEM, INC$461,017$450,180
CONNECTICUT LIGHT PREFERRED L$71,960$86,590
COSTCO WHOLESALE CORPORATION$225,282$224,849
CRACKER BARREL OLD COUNTRY STO$195,586$192,175
EQUINIX, INC$54,508$283,095
EXXON MOBIL CORP$148,118$139,560
FIRST NATIONAL BANK - AK$1,585,499$1,700,999
FRMRS & MRCHNT BK LONG BEACH C$649,599$910,484
HOLOGIC, INC$44,242$181,847
HOME DEPOT INC$74,995$89,536
INDPLS PWR & LT 5.65 PFD$103,800$122,520
ISHARES TRUST MSCI EAFE INDEX$332,571$277,760
JOHNSON & JOHNSON$100,388$233,392
KANSAS CITY SOUTHERN$365,167$536,060
MCCORMICK & CO$347,160$628,001
MERCK & CO INC$176,406$454,750
MICROSOFT CORP$147,838$946,199
MONARCH CEMENT CO$186,145$453,000
NESTLE S.A$283,958$530,474
NIAGARA MOHAWK POWER CORP PFD$60,838$78,942
NSTAR ELECT 4.78 PFD$72,675$88,550
NXP SEMICONDUCTORS$23,675$30,542
PACCAR INC$345,443$585,340
PAYCHEX$345,750$613,708
PENTAIR INC. COM$120,690$150,224
POTLATCH CORP$239,141$362,732
ROYAL DUTCH SHEL PLC SPONS ADR$43,437$59,970
ROYAL DUTCH SHELL CL A$240,925$235,920
SEABOARD CORP$364,000$552,572
SNAP ON INC$94,622$103,334
SOUTH CA EDIS 408 PF$73,200$88,000
STARBUCKS CORP COM$256,693$756,112
UNION ELECTRIC CO 4.5%$174,125$212,000
UNION PACIFIC$355,827$869,600
UNITED TECHNOLOGIES CORP$332,431$443,290
VANGUARD FTSE EMERGING MARKETS$96,806$88,940
VANGUARD MID-CAP ETF$210,401$302,906
VANGUARD MID-CAP GROWTH ETF$83,927$130,200
VANGUARD MID-CAP VALUE INDEX$83,790$112,039
VANGUARD SM-CAP ETF$111,469$159,014
VANGUARD SMALL-CAP GROWTH ETF$55,695$87,428
VANGUARD SMALL-CAP VALUE ETF$56,277$74,018
W T B FINL CORP CMT CL B$384,300$804,300
WALT DISNEY HOLDINGS CO$307,471$444,737
WELLTOWER INC.$247,615$400,722
WEYERHAEUSER CO$116,117$226,500
WILEY JOHN & SONS INC CL A$342,525$388,160
WISDOMTREE MIDCAP DIVIDEND F$42,209$57,060
WISDOMTREE SC DIV$28,105$34,416
XILINX INC$193,767$483,962
XYLEM INC$195,244$590,925

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral ConsultationsCategoryTxt
Legal Fees$200LegalFeesAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - WHATCOM LAND TRUST$75,000$75,000
PRI - HOMESIGHT$100,000$100,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$69,233$69,233
State or Local Filing Fees$35$35

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Interest Income from Notes$27,734$27,734
interest income from Loans$3,500$3,500
Interest income from PRIS$2,500$2,500$2,500

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescInsider RelationshipInsiderRelationshipTxtConsideration FMVConsiderationFMVAmt
CAPITOL HILL HOUSING
$175,000$690,0002018-102021-09INT QRTLY, PRIN AND INT DUE ON MATURITY DATE3.NONEPREDEVELOPMENT EXPENSES FOR BORROWERS PROJECTSN/A CONVERSION OF LLC TO NOTE
FARM POWER NORTHWEST
$185,715$185,7152009-012020-12QUARTERLY INTEREST7.NONEBUY BACK LLC INTERESTN/A CONVERSION OF LLC TO NOTENONE$185,715

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$96,484Amt
Net Investment Income$96,484NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2019$30,200
Foreign Tax Paid$6,456$6,456