LUCKY SEVEN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUCKY SEVEN FOUNDATION (EIN 91-1722000)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349100912
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T07:45:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | Peter Backus | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,575,651 | 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 | $21,698 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,698 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $828,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $828,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,423,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $457,274 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $281,483 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,617 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $38,334 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,261,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,408,221 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,334 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,488 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,488 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $107,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,458 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $160,571 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $24,321 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,147 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $92,921 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $92,921 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $386,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,409 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,820,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,820,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,206,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,914,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$945,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,298,616 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,334 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $264,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $708,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $708,381 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,732 | AcctRcvblAmt |
| Acct Rcvbl EOY | $9,732 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,732 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,675,715 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,675,715 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,675,715 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,685,715 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $597,990 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $269,817 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $278,379 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,075,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,363,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,617,495 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,579,899 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,319,272 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,012,410 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $850,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,188,539 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $3,188,539 | MortgageLoansEOYFMVAmt |
| Other Assets BOY | $1,175,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,075,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,075,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,218,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,610,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,575,651 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $751,220 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,088,395 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $751,220 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,088,395 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,467,016 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,521,844 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,467,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,521,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,218,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,610,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,467,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$945,172 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,521,844 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,521,844 | 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 | $7,423,546 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,966,272 | CostOrOtherBasisAmt |
| Gain Or Loss | $457,274 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $457,274 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $457,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,051 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,051 | SubtotalAmt |
| Tax Based On Investment Income | $18,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $17,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $156 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| Brie Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Carol A Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 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, Pres, VP | 1.0 | $0 | $0 | $0 |
| John Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Peter G Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Pres | 1.0 | $0 | $0 | $0 |
| Valerie F Backus | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Edward A Backus Jr | ||||||||
| 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 |
| Susan B Stoller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INCORPORATED | |||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 532025391 | Investment Mgmt | $107,458 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $92,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,503,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,995,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,877,554 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,376,746 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $2,458,372 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,918,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $598,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,319,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,965,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,965,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,051 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $377 | IncomeTaxAmt |
| Total Tax | $18,428 | TotalTaxAmt |
| Distributable Before Adj | $1,947,552 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,947,552 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,947,552 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,914,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,914,509 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,947,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $752,692 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,914,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $752,692 | AppliedToYear1Amt |
| Applied To Current Year | $1,161,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $785,735 | 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 (215 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 | |||||||
| 1326 5TH AVE STE 735 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $1,500 |
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | N/A | PC | General & Unrestricted | $500 |
| A PURPOSEFUL RESCUE INC | |||||||
| 1122 CARMONA AVE | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $250 |
| ALLIANCE FOR A JUST SOCIETY | |||||||
| 3518 S EDMUNDS ST | SEATTLE | WA | 98118 | N/A | PC | NATIVE AMERICAN WOMEN'S DIALOGUE ON INFANT MORTALITY | $10,000 |
| ALS THERAPY DEVELOPMENT FOUNDATION INC | |||||||
| 480 ARSENAL ST SUITE 201 | WATERTOWN | MA | 02472 | N/A | PC | General & Unrestricted | $4,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 2186 KNOLL DR STE A | VENTURA | CA | 93003 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | 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 | $400 |
| AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND | |||||||
| PO BOX 2728 | SEATTLE | WA | 98111 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN NEAR EAST REFUGEE AID INC | |||||||
| 1111 14TH ST NW 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN TRUST FBO OXFORD UNIVERSITY | |||||||
| PO BOX 3868 | MCLEAN | VA | 22103 | N/A | PC | General & Unrestricted | $250 |
| ANGEL CITY PIT BULLS | |||||||
| 1834 S GRAMERCY PL | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $250 |
| ANNIE WRIGHT SCHOOLS | |||||||
| 827 N TACOMA AVE | TACOMA | WA | 98403 | N/A | PC | Annual Fund | $2,500 |
| ARLINGTON GARDEN IN PASADENA | |||||||
| PO BOX 50617 | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $250 |
| ARROYO SECO FOUNDATION | |||||||
| PO BOX 91622 | PASADENA | CA | 91109 | N/A | PC | General & Unrestricted | $250 |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW STE 110 | SEATTLE | WA | 98106 | N/A | PC | General & Unrestricted | $1,000 |
| ASSISTANCE LEAGUE OF SEATTLE WASHINGTON | |||||||
| 1415 N 45TH ST | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $2,000 |
| ASSOCIATION FOR CATHOLIC CHILDHOOD | |||||||
| 100 23RD AVE S | SEATTLE | WA | 98144 | N/A | PC | Charitable Event | $5,000 |
| ASSOCIATION OF AMERICAN RHODES SCHOLARS | |||||||
| PO BOX 3868 | MCLEAN | VA | 22103 | N/A | PC | General & Unrestricted | $250 |
| ASSUMPTION ST BRIDGET SCHOOL PART OF CATHOLIC ARCH | |||||||
| 6220 32ND AVE NE | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $2,500 |
| ATWORK | |||||||
| 1935 152ND PL NE | BELLEVUE | WA | 98007 | N/A | PC | AtWork! Mission Services fund | $5,000 |
| AUSTRALIAN TERRIER RESCUE INC | |||||||
| 20717 KISHWAUKEE VALLEY RD | MARENGO | IL | 60152 | N/A | PC | General & Unrestricted | $500 |
| AUSTRALIAN TERRIER TR | |||||||
| PO BOX 5767 | PALM SPRINGS | CA | 92263 | N/A | PC | General & Unrestricted | $500 |
| BIKE WORKS SEATTLE | |||||||
| 3709 S FERDINAND ST | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $5,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | General & Unrestricted | $250 |
| BURKE MUSEUM ASSOCIATION | |||||||
| BOX 353010 UNIVERSITY OF WASHINGTO | SEATTLE | WA | 98195 | N/A | PC | General & Unrestricted | $1,000 |
| BUSH SCHOOL | |||||||
| 3400 E HARRISON ST | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $500 |
| CALMATTERS | |||||||
| 1017 L ST 261 | SACRAMENTO | CA | 95814 | N/A | PC | General & Unrestricted | $500 |
| CAMERON BOYCE FOUNDATION | |||||||
| 5632 VAN NUYS BLVD 1240 | SHERMAN OAKS | CA | 91401 | N/A | PC | General & Unrestricted | $2,000 |
| CAMP NAMANU | |||||||
| 10300 SE CAMP NAMANU RD | SANDY | OR | 97055 | N/A | PC | General & Unrestricted | $5,000 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | Charitable Event | $5,000 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | Charitable Event | $10,000 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | Cancer Education for Teens | $20,000 |
| CANCER PATHWAYS | |||||||
| 1400 BROADWAY | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $9,500 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLZ DR ROOM 1100 | MONTEREY PARK | CA | 91754 | N/A | PC | General & Unrestricted | $500 |
| CASCADE PUBLIC MEDIA | |||||||
| PO BOX 84109 | SEATTLE | WA | 98124 | N/A | PC | General & Unrestricted | $1,250 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST FL 22 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $5,000 |
| CENTRUM FOUNDATION | |||||||
| PO BOX 1158 | PORT TOWNSEND | WA | 98368 | N/A | PC | In support of the 2024 Benefit concert | $23,500 |
| CHIEF SEATTLE CLUB | |||||||
| 410 2ND AVE EXT S | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $15,000 |
| CHIEF SEATTLE CLUB | |||||||
| 410 2ND AVE EXT S | SEATTLE | WA | 98104 | N/A | PC | Charitable Event | $10,000 |
| CHILDREN OF THE SETTING SUN PRODUCTIONS | |||||||
| PO BOX 1571 | BELLINGHAM | WA | 98227 | N/A | PC | General & Unrestricted | $20,000 |
| CHILDRENS HEALTH DEFENSE | |||||||
| 852 FRANKLIN AVE STE 511 | FRANKLIN LAKES | NJ | 07417 | N/A | PC | General & Unrestricted | $7,000 |
| CICLAVIA INC | |||||||
| 525 S HEWITT ST | LOS ANGELES | CA | 90013 | N/A | PC | General & Unrestricted | $250 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | N/A | PC | Hematologic Malignancies Research Institute | $20,000 |
| CODA INC | |||||||
| 1027 E BURNSIDE ST | PORTLAND | OR | 97214 | N/A | PC | General & Unrestricted | $10,000 |
| COMMON POWER FUTURE | |||||||
| PO BOX 51125 | SEATTLE | WA | 98115 | N/A | PC | general support, the c3 next-generation leadership program and Action Academy | $125,000 |
| COMMON POWER FUTURE | |||||||
| PO BOX 51125 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $125,000 |
| COMMUNITIES OF ROOTED BRILLIANCE | |||||||
| 5224 WILSON AVE S STE 201 | SEATTLE | WA | 98118 | N/A | PC | Engaging Newcomer Families to Learn and Grow Together | $5,000 |
| COMMUNITY ROOTS HOLDING FOUNDATION | |||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | Charitable Event | $12,500 |
| COYOTE CENTRAL | |||||||
| 2300 E CHERRY ST | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $5,000 |
| DEAF SPOTLIGHT | |||||||
| PO BOX 20191 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $5,000 |
| DIVINE ALTERNATIVES FOR DADS SERVICES | |||||||
| 411 12TH AVE STE 300 | SEATTLE | WA | 98122 | N/A | PC | DADS Annual Fatherhood Banquet fund | $20,000 |
| DOWNTOWN WOMENS CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | N/A | PC | General & Unrestricted | $500 |
| DUVALL HISTORICAL & OLD STUFF SOCIETY | |||||||
| PO BOX 385 | DUVALL | WA | 98019 | N/A | PC | The Roots of Duvall Children's Book | $5,000 |
| DUWAMISH TRIBAL SERVICES | |||||||
| 4705 W MARGINAL WAY SW | SEATTLE | WA | 98106 | N/A | PC | General & Unrestricted | $15,000 |
| EL CENTRO DE LA RAZA | |||||||
| 2524 16TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $1,000 |
| EL PROGRAMA HISPANO CATOLICO | |||||||
| 333 SE 223RD ST | GRESHAM | OR | 97030 | N/A | PC | General & Unrestricted | $15,000 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $250 |
| EPIPHANY SCHOOL | |||||||
| 3611 E DENNY WAY | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $1,000 |
| EPIPHANY SCHOOL | |||||||
| 3611 E DENNY WAY | SEATTLE | WA | 98122 | N/A | PC | Charitable Event | $5,000 |
| EPIPHANY SCHOOL | |||||||
| 3611 E DENNY WAY | SEATTLE | WA | 98122 | N/A | PC | annual fund | $2,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $5,000 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,500 |
| FOOD FOR FAMILIES INC | |||||||
| 4233 SE 182ND AVE 158 | GRESHAM | OR | 97030 | N/A | PC | General & Unrestricted | $5,000 |
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $1,500 |
| FRIENDS OF MEALI INTERNATIONAL INC | |||||||
| 240 BRATTLE ST APT 42 | CAMBRIDGE | MA | 02138 | N/A | PC | to support for one student at Peace House | $6,000 |
| FRIENDS OF MEALI INTERNATIONAL INC | |||||||
| 240 BRATTLE ST APT 42 | CAMBRIDGE | MA | 02138 | N/A | PC | Hope Boys and Girls School in Tanzania | $20,000 |
| FRIENDS OF THE EASTERN SIERRA AVALANCHE CENTER | |||||||
| PO BOX 1675 | MAMMOTH LAKES | CA | 93546 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF THE JOSHUA TREE | |||||||
| PO BOX 739 | JOSHUA TREE | CA | 92252 | N/A | PC | General & Unrestricted | $500 |
| GROWING GARDENS | |||||||
| 3114 SE 50TH AVE | PORTLAND | OR | 97206 | N/A | PC | General & Unrestricted | $5,000 |
| GUIDE DOGS OF THE DESERT | |||||||
| 60735 DILLON RD | WHITEWATER | CA | 92282 | N/A | PC | General & Unrestricted | $500 |
| HABITS OF WASTE | |||||||
| 149 S BARRINGTON AVE 649 | LOS ANGELES | CA | 90049 | N/A | PC | General & Unrestricted | $22,000 |
| HAMLIN ROBINSON SCHOOL | |||||||
| 1701 20TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $20,000 |
| HANFORD CHALLENGE | |||||||
| PO BOX 28989 | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $65,100 |
| HEALING CALIFORNIA | |||||||
| 10641 RUSH ST | SOUTH EL MONTE | CA | 91733 | N/A | PC | General & Unrestricted | $250 |
| HELPING LINK | |||||||
| 1032 S JACKSON ST SUITE C | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $10,000 |
| HENDERSON-NORWESTER CAMP | |||||||
| PO BOX 1055 | EDMONDS | WA | 98020 | N/A | PC | General & Unrestricted | $1,000 |
| HERO HOUSE | |||||||
| 12838 SE 40TH PL | BELLEVUE | WA | 98006 | N/A | PC | to support SEATTLE Clubhouse! | $5,000 |
| HERO HOUSE | |||||||
| 12838 SE 40TH PL | BELLEVUE | WA | 98006 | N/A | PC | General & Unrestricted | $1,000 |
| HOFFMAN INSTITUTE FOUNDATION | |||||||
| 1299 4TH ST 6TH FL | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $10,000 |
| HOLOCAUST CENTER FOR HUMANITY | |||||||
| 2045 2ND AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $5,000 |
| HUMMINGBIRD INDIGENOUS FAMILY SERVICES | |||||||
| 3703 S EDMUNDS ST 105 | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $25,000 |
| IDAHO BASECAMP | |||||||
| PO BOX 183 | KETCHUM | ID | 83340 | N/A | PC | General & Unrestricted | $1,000 |
| IMMANUEL COMMUNITY SERVICES | |||||||
| 1215 THOMAS ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $5,000 |
| INDIGENOUS CREATIVES COLLECTIVE | |||||||
| 3815 S OTHELLO ST STE 100/348 | SEATTLE | WA | 98118 | N/A | PC | Cattail Rising fund | $20,000 |
| INDIGENOUS CREATIVES COLLECTIVE | |||||||
| 3815 S OTHELLO ST STE 100/348 | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $45,000 |
| INFORMED CONSENT ACTION NETWORK | |||||||
| 2025 GUADALUPE ST STE 260 | AUSTIN | TX | 78705 | N/A | PC | General & Unrestricted | $4,000 |
| INTERNET ARCHIVE | |||||||
| 300 FUNSTON AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | General & Unrestricted | $250 |
| INTIMAN THEATRE | |||||||
| 1425 BROADWAY 35 | SEATTLE | WA | 98122 | N/A | PC | STARFISH Project | $5,000 |
| INVICTUS FOUNDATION | |||||||
| 1070 WINDING BRANCH DR | CANTON | GA | 30114 | N/A | PC | General & Unrestricted | $2,000 |
| INYO MONO ADVOCATES FOR COMMUNITY ACTION INC | |||||||
| PO BOX 845 | BISHOP | CA | 93515 | N/A | PC | General & Unrestricted | $500 |
| JUBILEE WOMENS CENTER | |||||||
| 620 18TH AVE E | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $2,500 |
| JUMPING MOUSE CHILDRENS CENTER | |||||||
| 1809 SHERIDAN ST | PORT TOWNSEND | WA | 98368 | N/A | PC | General & Unrestricted | $2,000 |
| KCRW FOUNDATION INC | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $250 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $2,250 |
| LA BALLONA CREEK RENAISSANCE PROGRAM | |||||||
| PO BOX 843 | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $250 |
| LAKE CITY PARTNERS ENDING HOMELESSNESS | |||||||
| 16357 AURORA AVE N | SHORELINE | WA | 98133 | N/A | PC | General & Unrestricted | $15,000 |
| LAKESIDE SCHOOL | |||||||
| 14050 1ST AVE NE | SEATTLE | WA | 98125 | N/A | PC | General & Unrestricted | $100 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||
| 120 WALL ST 19TH FL | NEW YORK | NY | 10005 | N/A | PC | In support of the 2024 Seattle Garden Party | $17,500 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | N/A | PC | General & Unrestricted | $250 |
| LIGHTHOUSE FOR THE BLIND INC | |||||||
| 2501 S PLUM ST | SEATTLE | WA | 98144 | N/A | PC | Technical Training program | $2,000 |
| LIVING WELL KENT COLLABORATIVE | |||||||
| 24604 104TH AVE SE UNIT 102 | KENT | WA | 98031 | N/A | PC | to support Living Well Kent first-ever Fundraising Dinner Celebrating 10th Year Anniversary event | $5,000 |
| LOS ANGELES MISSION INC | |||||||
| PO BOX 54059 | LOS ANGELES | CA | 90054 | N/A | PC | General & Unrestricted | $250 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | VERNON | CA | 90058 | N/A | PC | General & Unrestricted | $500 |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 1253 S JACKSON ST STE A | SEATTLE | WA | 98144 | N/A | PC | Charitable Event | $20,000 |
| LUSHOOTSEED RESEARCH | |||||||
| 117 E LOUISA 444 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $20,000 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 S SLAUSON AVE | CULVER CITY | CA | 90230 | N/A | PC | General & Unrestricted | $250 |
| MARCH FOR OUR LIVES FOUNDATION | |||||||
| PO BOX 65310 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $5,000 |
| MCGILVRA YOUTH SOCCER CLUB | |||||||
| 2715 E UNION ST 32 | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $1,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $500 |
| MENTAL HEALTH AMERICA OF LOS ANGELES | |||||||
| 3633 E BROADWAY | LONG BEACH | CA | 90803 | N/A | PC | General & Unrestricted | $500 |
| MERCY CORPS | |||||||
| PO BOX 37800 | BOONE | IA | 50037 | N/A | PC | General & Unrestricted | $250 |
| METHOW CONSERVANCY | |||||||
| PO BOX 71 | WINTHROP | WA | 98862 | N/A | PC | General & Unrestricted | $2,500 |
| MIDNIGHT MISSION | |||||||
| 601 S SAN PEDRO ST | LOS ANGELES | CA | 90014 | N/A | PC | General & Unrestricted | $500 |
| MITCHELL COLLEGE | |||||||
| 437 PEQUOT AVE | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $2,500 |
| MOJAVE DESERT LAND TRUST | |||||||
| 60124 29 PALMS HWY PO BOX 1544 | JOSHUA TREE | CA | 92252 | N/A | PC | General & Unrestricted | $250 |
| MOUNT WILSON INSTITUTE | |||||||
| PO BOX 94146 | PASADENA | CA | 91109 | N/A | PC | General & Unrestricted | $250 |
| NAMI SEATTLE | |||||||
| 802 NW 70TH ST | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $1,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $250 |
| NCCN FOUNDATION | |||||||
| 3025 CHEMICAL RD STE 100 | PLYMOUTH MTNG | PA | 19462 | N/A | PC | General & Unrestricted | $250 |
| NMDP FOUNDATION | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $250 |
| NORTH HELPLINE | |||||||
| 12736 33RD AVE NE STE 100 | SEATTLE | WA | 98125 | N/A | PC | General & Unrestricted | $4,750 |
| NORTHWEST AVALANCHE CENTER | |||||||
| 249 MAIN AVE S STE 107 PMB 366 | NORTH BEND | WA | 98045 | N/A | PC | General & Unrestricted | $250 |
| NORTHWEST MARITIME CENTER | |||||||
| 431 WATER ST | PORT TOWNSEND | WA | 98368 | N/A | PC | Maritime High School- Community Recruitment fund | $20,000 |
| NORTHWEST SCHOOL OF WOODEN BOAT BUILDING | |||||||
| 42 N WATER ST | PORT HADLOCK | WA | 98339 | N/A | PC | to support the Gala event, for Prothro Internship fall/winter program, and to purchase paint, stain and maintenance on school buildings | $40,000 |
| NORTHWEST THERAPEUTIC RIDING CENTER | |||||||
| 1884 KELLY RD | BELLINGHAM | WA | 98226 | N/A | PC | General & Unrestricted | $2,500 |
| OPERATION NIGHTWATCH | |||||||
| PO BOX 21181 | SEATTLE | WA | 98111 | N/A | PC | Charitable Event | $20,000 |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | N/A | PC | General & Unrestricted | $500 |
| OUTDOOR OUTREACH | |||||||
| 3980 SHERMAN ST STE 160 | SAN DIEGO | CA | 92110 | N/A | PC | General & Unrestricted | $1,000 |
| OUTDOORS FOR ALL FOUNDATION | |||||||
| 1800 RICHARDS RD | BELLEVUE | WA | 98005 | N/A | PC | General & Unrestricted | $500 |
| PACIFIC RIM INSTITUTE FOR ENVIRONMENTAL STEWARDSHI | |||||||
| 180 PARKER RD | COUPEVILLE | WA | 98239 | N/A | PC | Environmental Stewardship fund | $5,000 |
| PALESTINE CHILDRENS RELIEF FUND | |||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | N/A | PC | General & Unrestricted | $250 |
| PARADOX SPORTS | |||||||
| PO BOX 19044 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $250 |
| PASADENA HUMANE SOCIETY | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $250 |
| PATIENT ADVOCATE FOUNDATION INC | |||||||
| 421 BUTLEER FARM RD | HAMPTON | VA | 23666 | N/A | PC | General & Unrestricted | $500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD GLOBAL INC | |||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | N/A | SO I | General & Unrestricted | $500 |
| PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA I | |||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $6,000 |
| PORTLAND PIANO INTERNATIONAL | |||||||
| PO BOX 6469 | PORTLAND | OR | 97228 | N/A | PC | General & Unrestricted | $7,500 |
| PORTLAND YOUTHBUILDERS | |||||||
| 4816 SE 92ND AVE | PORTLAND | OR | 97266 | N/A | PC | General & Unrestricted | $5,000 |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE ST | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $500 |
| PROGRAM FOR EARLY PARENT SUPPORT | |||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $13,500 |
| PROGRAM FOR EARLY PARENT SUPPORT | |||||||
| 4649 SUNNYSIDE AVE N STE 324 | SEATTLE | WA | 98103 | N/A | PC | to support PEPS Benefit Luncheon | $3,500 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | 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 | $250 |
| RAINIER PREP | |||||||
| 10211 12TH AVE S | SEATTLE | WA | 98168 | N/A | PC | General & Unrestricted | $5,000 |
| RAINIER PREP | |||||||
| 10211 12TH AVE S | SEATTLE | WA | 98168 | N/A | PC | Charitable Event | $6,500 |
| RE SOURCES | |||||||
| 2309 MERIDIAN ST | BELLINGHAM | WA | 98225 | N/A | PC | General & Unrestricted | $10,000 |
| REAL CHANGE HOMELESS EMPOWERMENT PROJECT | |||||||
| 219 1ST AVE S STE 220 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $40,500 |
| REAL ESCAPE FROM THE SEX TRADE | |||||||
| 4215 RAINIER AVE STE B | SEATTLE | WA | 98118 | N/A | PC | General & Unrestricted | $1,000 |
| RED BADGE PROJECT | |||||||
| 1816 38TH AVE E | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $500 |
| RED EAGLE SOARING | |||||||
| 108 S WASHINGTON ST STE 308 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $25,000 |
| RISE ABOVE | |||||||
| 10531 DENSMORE AVE N | SEATTLE | WA | 98133 | N/A | PC | General & Unrestricted | $20,000 |
| ROAD2HOME | |||||||
| 2101 CORNWALL AVE STE 202 | BELLINGHAM | WA | 98225 | N/A | PC | To fund the expansion of its Volunteer Ally Program and both the operation of the 35-unit Gardenview Tiny Home Village and an increase in the case management services provided to Village residents | $50,000 |
| RUBY ROOM | |||||||
| PO BOX 1586 | ISSAQUAH | WA | 98027 | N/A | PC | General & Unrestricted | $2,000 |
| SAFE HARBOR FREE CLINIC | |||||||
| 7209 265TH ST NW STE 204 | STANWOOD | WA | 98292 | N/A | PC | General & Unrestricted | $2,000 |
| SAIL SAND POINT | |||||||
| 7777 62ND AVE NE SUITE 101 | SEATTLE | WA | 98115 | N/A | PC | Scholarship fund for summer sailing, homeless kids sailing fund and to help maintain and to purchase a boat if that is what they need | $45,000 |
| SAINTS PANTRY FOOD BANK | |||||||
| PO BOX 1064 | SHELTON | WA | 98584 | N/A | PC | The Saints' Pantry Food Bank | $5,000 |
| SAN DIEGO BIRD ALLIANCE | |||||||
| 4010 MORENA BLVD STE 100 | SAN DIEGO | CA | 92117 | N/A | PC | Charitable Event | $5,000 |
| SAN DIEGO PUBLIC LIBRARY FOUNDATION | |||||||
| 330 PARK BLVD | SAN DIEGO | CA | 92101 | N/A | PC | General & Unrestricted | $250 |
| SAN GORGONIO WILDERNESS ASSOCIATION | |||||||
| 34701 MILL CREEK RD | MENTONE | CA | 92359 | N/A | PC | General & Unrestricted | $250 |
| SARANAC LAKE INTERFAITH FOOD PANTRY | |||||||
| PO BOX 532 | SARANAC LAKE | NY | 12983 | N/A | PC | General & Unrestricted | $250 |
| SEATTLE CENTER FOUNDATION | |||||||
| 305 HARRISON STE 310 | SEATTLE | WA | 98109 | N/A | PC | Seattle/King County 2025 Medical Clinic | $50,000 |
| SEATTLE INDIAN HEALTH BOARD | |||||||
| 611 12TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $5,000 |
| SEATTLE JAZZED | |||||||
| 380 BOREN AVE N | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $5,000 |
| SEQUOIA PARKS CONSERVANCY | |||||||
| 47050 GENERALS HWY UNIT 10 | THREE RIVERS | CA | 93271 | N/A | PC | General & Unrestricted | $250 |
| SKAGIT PRE-SCHOOL ASSOCIATION AND RESOURCE CENTER | |||||||
| 320 PACIFIC PL | MOUNT VERNON | WA | 98273 | N/A | PC | SPARC birth to Three Program | $25,000 |
| SOUTHEAST EFFECTIVE DEVELOPMENT | |||||||
| 5117 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | Charitable Event | $5,000 |
| SOUTHEAST EFFECTIVE DEVELOPMENT | |||||||
| 5117 RAINIER AVE S | SEATTLE | WA | 98118 | N/A | PC | Seattle Indian Services Commission FUND | $20,000 |
| SOUTHEAST YOUTH AND FAMILY SERVICES | |||||||
| 3722 S HUDSON ST | SEATTLE | WA | 98118 | N/A | PC | Parent-Child+ enhancements FUND | $1,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $250 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $500 |
| SSP INTERNATIONAL INC | |||||||
| 1207 DELAWARE AVE 680 | WILMINGTON | DE | 19806 | N/A | PC | General & Unrestricted | $500 |
| ST VINCENT DE PAUL VILLAGE INC | |||||||
| 3350 E ST | SAN DIEGO | CA | 92102 | N/A | PC | General & Unrestricted | $500 |
| STATION L ROWING CLUB | |||||||
| PO BOX 14171 | PORTLAND | OR | 97293 | N/A | PC | General & Unrestricted | $2,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $250 |
| STONEWALL YOUTH | |||||||
| PO BOX 7383 | OLYMPIA | WA | 98507 | N/A | PC | Project QTCare | $5,000 |
| STREET ROOTS | |||||||
| 211 NW DAVIS ST | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $2,500 |
| STUDIO EAST TRAINING FOR THE PERFORMING ARTS | |||||||
| 10718 NE 68TH ST | KIRKLAND | WA | 98033 | N/A | PC | SchoolStage | $5,000 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | General & Unrestricted | $500 |
| THE ACCESS FUND | |||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $750 |
| THE CHRYSALIS CENTER | |||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | N/A | PC | General & Unrestricted | $1,000 |
| THE FID GROUP | |||||||
| 444 E WASHINGTON BLVD | PASADENA | CA | 91104 | N/A | PC | General & Unrestricted | $500 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 22445 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $2,000 |
| THE MOUNTAINS TO SOUND GREENWAY TRAIL | |||||||
| 2701 1ST AVE STE 240 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $2,000 |
| THE PEOPLE CONCERN | |||||||
| 2116 ARLINGTON AVE STE 100 | LOS ANGELES | CA | 90018 | N/A | PC | General & Unrestricted | $750 |
| THE PRISON SCHOLAR FUND | |||||||
| 1752 NW MARKET ST 953 | SEATTLE | WA | 98107 | N/A | PC | General & Unrestricted | $900 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $5,000 |
| THEATRE PUGET SOUND | |||||||
| 305 HARRISON ST STE 401-A | SEATTLE | WA | 98109 | N/A | PC | Space4Arts PROGRAM | $5,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVE S STE 200 | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $2,000 |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $500 |
| TUNE IN TO NATURE ORG | |||||||
| PO BOX 99456 | SEATTLE | WA | 98139 | N/A | PC | General & Unrestricted | $2,000 |
| TUPPER LAKE COMMUNITY FOOD PANTRY | |||||||
| PO BOX 731 | TUPPER LAKE | NY | 12986 | N/A | PC | General & Unrestricted | $250 |
| UNION CULTURAL CENTER | |||||||
| PO BOX 14273 | SEATTLE | WA | 98114 | N/A | PC | Grounded in Freedom | $5,000 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | N/A | PC | General & Unrestricted | $500 |
| UPLIFT NORTHWEST | |||||||
| 2515 WESTERN AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $2,500 |
| UPLIFT NORTHWEST | |||||||
| 2515 WESTERN AVE | SEATTLE | WA | 98121 | N/A | PC | FUNDS FOR Annual empowerment luncheon | $20,000 |
| UPLIFT NORTHWEST | |||||||
| 2515 WESTERN AVE | SEATTLE | WA | 98121 | N/A | PC | Charitable Event | $10,000 |
| URBAN AMERICAN INDIAN ALASKA NATIVE EDUCATION ALLI | |||||||
| 1810 N 103RD ST APT 101 | SEATTLE | WA | 98133 | N/A | PC | General & Unrestricted | $25,000 |
| URBAN ASSOCIATION OF FORESTRY AND FIRE PROFESSIONA | |||||||
| 110 W 6TH ST UNIT 162 | AZUSA | CA | 91702 | N/A | PC | General & Unrestricted | $500 |
| VASHON REPERTORY THEATRE | |||||||
| 13318 SW 261ST PL | VASHON | WA | 98070 | N/A | PC | The Story of Edgar Sawtelle | $5,000 |
| WA THERAPY FUND FOUNDATION | |||||||
| 4501 15TH AVE S STE 102 | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $10,000 |
| WASHINGTON STATE UNIVERSITY | |||||||
| PO BOX 641025 | PULLMAN | WA | 99164 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 641927 | PULLMAN | WA | 99164 | N/A | PC | Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund awarded to students | $240,000 |
| WE HEART SEATTLE | |||||||
| 2324 1ST AVE APT 503 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $20,000 |
| WEST SIDE FOOD BANK A NON-PROFIT CORPORATION | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | N/A | PC | General & Unrestricted | $500 |
| WESTWIND STEWARDSHIP GROUP | |||||||
| 5933 NE WIN SIVERS DR | PORTLAND | OR | 97220 | N/A | PC | General & Unrestricted | $7,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $250 |
| WILLAMETTE RIVERKEEPER | |||||||
| 454 WILLAMETTE ST 218 | EUGENE | OR | 97401 | N/A | PC | General & Unrestricted | $10,000 |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | N/A | PC | General & Unrestricted | $350 |
| WORLD WITHOUT HATE INC | |||||||
| 140 LAKESIDE AVE STE 31A | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $500 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN L | |||||||
| 1127 N AVALON BLVD | WILMINGTON | CA | 90744 | N/A | PC | General & Unrestricted | $250 |
| YOUTH IN ACTION INC | |||||||
| 672 BROAD ST | PROVIDENCE | RI | 02907 | N/A | PC | General & Unrestricted | $250 |
| YOUTHCARE | |||||||
| PO BOX 15258 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,820,100 | 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 | $21,698 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $828,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,874 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| INTEREST INCOME FROM NOTES | 14 | $58,783 | |||
| INTEREST INCOME FROM LOANS | 14 | $3,500 | 525990 | $180,866 | |
| INTEREST INCOME FROM PRIS | $38,334 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $180,866 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,042,487 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,334 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,261,687 | 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. INCOME EARNED FROM PROGRAM RELATED INVESTMENT LOANS PROVIDED TO PROMOTE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH HOMEBUYER EDUCATION & FINANCIAL PLANNING, BUYER PURCHASE ASSISSTANCE LOANS & ORIGINATION & HOME CONSTRUCTION. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (49 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 4.950% - 03/15/20 | $29,923 | $30,000 |
| ADOBE INC - 2.300% - 02/01/193 | $210,856 | $177,875 |
| AIR PRODUCT - 4.600% - 02/08/2 | $687,458 | $681,847 |
| AMAZON - 4.700% - 12/01/1932 | $287,891 | $288,321 |
| AMAZON INC - 1.650% - 05/12/20 | $120,998 | $109,284 |
| APPLE INC - 2.500% - 02/09/202 | $235,868 | $249,451 |
| APPLE INC NOTE CALL - 3.350% - | $209,440 | $200,873 |
| AUTOMATIC DATA PROCESSING - 3. | $468,070 | $456,323 |
| BERKSHIRE HATHAWAY ENERGY - 3. | $76,312 | $71,378 |
| BRISTOL-MYERS SQUIBBCO NOTE - | $634,689 | $627,733 |
| CATERPILLAR FINL - 5.400% - 03 | $355,880 | $355,562 |
| CISCO SYS INC - 4.950% - 02/26 | $588,960 | $586,897 |
| COCA COLA CO - 2.125% - 09/06/ | $113,333 | $103,049 |
| COCA COLA CO - 2.900% - 05/25/ | $242,340 | $241,848 |
| COSTCO - 3.000% - 05/17/2027 | $185,517 | $179,633 |
| DEERE JOHN CAPITAL CORP MTN - | $339,075 | $326,053 |
| DISNEY WALT CO - 2.950% - 06/1 | $249,578 | $241,018 |
| DISNEY WALT CO - 3.000% - 02/1 | $153,834 | $147,645 |
| ESTEE LAUDER COS INC - 2.375% | $139,493 | $115,777 |
| GILEAD - 3.500% - 02/01/2025 | $117,471 | $119,838 |
| HOME DEPOT INC - 2.950% - 06/1 | $80,771 | $74,192 |
| HONEYWELL - 4.950% - 09/01/203 | $245,799 | $245,138 |
| INTUIT INC - 5.200% - 09/15/20 | $184,644 | $180,324 |
| JOHNSON & JOHNSON - 2.950% - 0 | $84,098 | $82,444 |
| JOHNSON & JOHNSON - 4.900% - 0 | $106,742 | $105,675 |
| LILLY ELI &CO - 3.100% - 05/15 | $232,369 | $223,224 |
| LILLY ELI &CO NOTE - 2.750% - | $95,583 | $99,197 |
| MERCK & CO INC - 1.450% - 06/2 | $141,799 | $117,471 |
| MERCK & CO INC - 2.750% - 02/1 | $135,011 | $124,762 |
| MICROSOFT CORP - 3.125% - 11/0 | $98,707 | $98,957 |
| MICROSOFT CORP - 4.200% - 11/0 | $225,288 | $219,913 |
| MICROSOFT CORP NOTE - 3.300% - | $100,775 | $97,904 |
| NIKE INC NOTE CALL - 2.375% - | $287,244 | $293,973 |
| NORTHERN TR CORP - 3.650% - 08 | $76,488 | $77,236 |
| NORTHERN TR CORP NOTE - 4.000% | $135,849 | $138,154 |
| PEPSICO INC - 2.750% - 04/30/2 | $240,148 | $248,635 |
| PEPSICO INC - 3.000% - 10/15/2 | $95,967 | $96,271 |
| PFIZER INC - 3.000% - 12/15/20 | $99,214 | $97,292 |
| PROCTER AND GAMBLE CO - 2.850% | $150,676 | $149,171 |
| QUALCOMM INC - 1.300% - 05/20/ | $281,184 | $255,757 |
| QUALCOMM INC NOTE - 2.150% - 0 | $114,778 | $105,303 |
| SNAP ON INC NOTE CALL - 3.250% | $20,179 | $19,427 |
| STARBUCKS CORP - 2.450% - 06/1 | $332,420 | $339,421 |
| SUTTER HEALTH SER 2018A BOND - | $379,739 | $354,670 |
| TEXAS INSTRUMENTS INC - 1.750% | $331,051 | $278,257 |
| UNION PAC COPR - 6.250% - 05/0 | $296,216 | $291,846 |
| UNION PAC CORP NOTE - 4.750% - | $139,620 | $140,357 |
| UNITED PARCEL SERVICS - 5.150% | $45,484 | $44,939 |
| UNITEDHEALTH GROUP - 2.300% - | $114,443 | $102,095 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $357,316 | $1,041,969 |
| ABBVIE INC | $121,848 | $499,870 |
| ACCENTURE PLC | $50,715 | $54,527 |
| ADVANCED MICRO DEVICES INC | $148,253 | $788,396 |
| ALPHABET INC CL C | $166,555 | $1,176,919 |
| AMGEN INC | $63,303 | $74,282 |
| ANALOG DEVICES INC | $252,878 | $296,382 |
| APPLE INC | $176,642 | $1,868,132 |
| ATMOS ENERGY CORP | $92,511 | $108,631 |
| AUTOMATIC DATA PROCESSING INC | $162,810 | $1,096,567 |
| BECTON DICKINSON & CO | $99,721 | $90,294 |
| BOSWELL JG CO COM | $143,211 | $136,750 |
| BROADRIDGE FINANCIAL | $224,182 | $504,633 |
| BROWN & BROWN INC | $53,440 | $84,167 |
| CARRIER GLOBAL | $74,150 | $301,300 |
| CHAUTAUQUA INTERNATIONAL GROWT | $382,792 | $681,035 |
| CHEVRON CORP | $83,599 | $176,560 |
| CINCINNATI FINANCIAL CORP | $249,629 | $307,805 |
| CISCO SYSTEMS INC | $248,226 | $357,272 |
| CONNECTICUT LIGHT PREFERRED L | $49,652 | $49,991 |
| COSTCO WHOLESALE CORPORATION | $234,388 | $722,937 |
| EQUINIX, INC | $54,508 | $457,302 |
| EXXON MOBIL CORP | $103 | $108 |
| FASTENAL COMPANY | $24,888 | $24,881 |
| FIRST NATIONAL BANK - AK | $498,299 | $512,930 |
| GENUINE PARTS COMPANY | $128,804 | $95,043 |
| GILEAD SCIENCES INC | $92,507 | $110,105 |
| HOME DEPOT INC | $240,316 | $491,294 |
| ILLINOIS TOOL WORKS | $94,435 | $103,960 |
| INTUIT | $107,363 | $137,642 |
| JOHNSON & JOHNSON | $141,380 | $268,849 |
| KENVUE INC | $37,875 | $40,992 |
| LOCKHEED MARTIN CORP | $24,692 | $24,783 |
| MCCORMICK & CO | $295,086 | $479,550 |
| MCDONALD'S CORP | $304,104 | $441,502 |
| MEDTRONIC PLC | $436,939 | $381,667 |
| MERCK & CO INC | $167,996 | $497,400 |
| MICROSOFT CORP | $127,733 | $2,201,494 |
| MONDELEZ INTERNATIONAL INC | $49,953 | $40,616 |
| NESTLE S.A | $257,246 | $360,297 |
| PACCAR INC | $329,522 | $1,096,891 |
| PAYCHEX | $264,751 | $758,871 |
| PEPSICO INC | $330,390 | $363,728 |
| PFIZER INC | $57,202 | $44,252 |
| POOL CORP | $102,555 | $99,554 |
| SHERWIN-WILLIAMS CO | $253,877 | $511,255 |
| STARBUCKS CORP COM | $232,304 | $588,563 |
| STERIS PLC | $85,279 | $83,046 |
| STRYKER CORPORATION | $97,995 | $125,297 |
| SYSCO CORP | $282,701 | $451,726 |
| TE CONNECTIVITY LTD | $143,460 | $151,977 |
| TEXAS INSTRUMENTS INC | $306,204 | $348,956 |
| TRACTOR SUPPLY CO COM | $134,140 | $154,670 |
| UNION PACIFIC | $284,662 | $877,498 |
| UNITED PARCEL SERVICE | $107,000 | $71,877 |
| VISA INC | $92,291 | $173,822 |
| W T B FINL CORP CMT CL B | $384,299 | $651,000 |
| WEC ENERGY GROUP, INC | $92,681 | $94,886 |
| WEYERHAEUSER CO | $116,117 | $211,125 |
| XYLEM INC | $146,305 | $669,667 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $269,817 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $278,379 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,488 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,488 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRI - WHATCOM LAND TRUST - 7% | $75,000 | $75,000 |
| PRI - HOMESIGHT | $1,000,000 | $1,000,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $92,159 | $92,159 |
| State or Local Filing Fees | $510 | $510 |
| Website Hosting/Support | $252 | $252 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME FROM NOTES | $58,783 | $58,783 | |
| INTEREST INCOME FROM LOANS | $184,366 | $3,500 | |
| INTEREST INCOME FROM PRI | $38,334 | $38,334 | $38,334 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $751,220 | BOYBookValueAmt |
| EOY Book Value | $3,088,395 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY ROOTS HOUSING | |||||||||
| $175,000 | $1,490,000 | 2018-10 | 2025-09 | INT QRTLY,PRIN & INT DUE MATURITY | 3. | NONE | EXPENSES FOR BORROWERS PROJECTS | N/A 0 CONVERSION OF LLC TO NOTE 0 | |
| FARM POWER NORTHWEST | |||||||||
| $185,715 | $185,715 | 2009-01 | 2026-12 | QUARTERLY INTEREST | 7. | NONE | BUY BACK LLC INTEREST | N/A 0 CONVERSION OF LLC TO NOTE 0 | $185,715 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $107,458 | Amt |
| Net Investment Income | $107,458 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $17,900 | |
| 990-PF Excise Tax for 2023 | $1,674 | |
| 990-PF Extension for 2023 | $2,600 | |
| Foreign Tax Paid | $2,147 | $2,147 |