Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
TUCKER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)236 W BIRCH ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHELTON, WA98584
A Employer identification number

26-1492603
B Telephone number (see instructions)

(360) 426-2999
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,512,306J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,200,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 163,091 163,091  
5a Gross rents............ 19,500 19,500  
b Net rental income or (loss) 19,500
6a Net gain or (loss) from sale of assets not on line 10 -95,084
b Gross sales price for all assets on line 6a 942,414
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,287,507 182,591  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,000 30,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 500 500   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,095 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 4,788 4,788  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 312 312   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 18,191 18,190   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,886 53,790   0
25 Contributions, gifts, grants paid....... 286,129 286,129
26 Total expenses and disbursements. Add lines 24 and 25 346,015 53,790   286,129
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 941,492
b Net investment income (if negative, enter -0-) 128,801
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 558,792 1,210,956 1,210,956
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 703,315 Click to see attachment962,526 969,750
b Investments—corporate stock (attach schedule)....... 3,641,482 Click to see attachment3,648,165 4,500,128
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 675,511 Click to see attachment693,972 608,055
14 Land, buildings, and equipment: basis bullet248,128
Less: accumulated depreciation (attach schedule) bullet53,966 201,316 Click to see attachment194,162 223,417
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,780,416 6,709,781 7,512,306
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 5,780,416 6,709,781
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 5,780,416 6,709,781
31 Total liabilities and net assets/fund balances (see instructions). 5,780,416 6,709,781
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,780,416
2
Enter amount from Part I, line 27a .....................
2
941,492
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,721,908
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12,127
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,709,781
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ABB LTD 200SH   2017-07-20 2018-05-30
b ABB LTD 100SH   2018-02-07 2018-05-30
c GE 100SH   2017-03-14 2018-01-17
d GE 100SH   2017-04-04 2018-01-17
e ROLL 40SH   2017-03-14 2018-01-18
ROLL 60SH   2017-04-04 2018-01-18
US TREASURY 40,000SH   2018-05-04 2018-10-18
US TREASURY 40,000SH   2017-06-06 2018-02-15
ABB 150 SH   2017-03-14 2018-05-30
ABB 150 SH   2017-04-04 2018-05-30
SCHM 100SH   2017-05-18 2018-12-21
SCHM 100SH   2017-07-17 2018-12-21
DE 30SH   2017-03-14 2018-07-27
DE 20SH   2017-04-04 2018-07-27
DE 50SH   2017-06-15 2018-07-27
EWJ 50SH   2017-03-14 2018-05-09
EWL 80SH   2017-03-14 2018-05-15
US TREASURY 40,000SH   2017-09-08 2018-10-01
WELLS FARGO & CO 40,000SH   2017-04-19 2018-10-26
ADIENT PLC 1,000SH   2017-03-28 2018-03-13
ABBVIE INC 1,000SH   2014-04-12 2018-09-25
AMERICAN WATER WORKS CO 1,000SH   2015-05-15 2018-07-09
AMERICAN WATER WORKS CO 500SH   2016-03-03 2018-07-09
AMERICAN WATER WORKS CO 1,500SH   2017-01-18 2018-07-09
DEVON ENERGY CORP 1,000SH   2014-06-04 2018-01-16
ENTERPRISE PRODUCTS PARTNER LP 5,000SH   2016-06-29 2018-03-13
FREEPORT-MCMORAN INC 2,000SH   2014-02-06 2018-09-25
FREEPORT-MCMORAN INC 2,000SH   2014-03-27 2018-09-25
KINDER MORGAN INC 2,500SH   2012-10-25 2018-01-16
KINDER MORGAN INC 1,500SH   2015-07-29 2018-01-16
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,605   4,902 -297
b 2,303   2,613 -310
c 1,735   2,964 -1,229
d 1,735   3,003 -1,268
e 5,030   3,587 1,443
7,545   5,772 1,773
39,969   39,608 361
40,000   39,694 306
3,454   3,388 66
8,059   8,200 -141
4,654   4,683 -29
4,654   4,892 -238
4,218   3,282 936
2,812   2,194 618
7,029   6,306 723
3,014   2,569 445
2,747   2,525 222
40,000   39,800 200
40,000   40,000 0
60,888   72,789 -11,901
92,923   53,473 39,450
86,323   53,992 32,331
43,161   34,607 8,554
129,484   109,975 19,509
43,469   75,759 -32,290
128,752   146,470 -17,718
27,994   64,092 -36,098
27,994   65,475 -37,481
48,664   87,379 -38,715
29,199   53,505 -24,306
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -297
b       -310
c       -1,229
d       -1,268
e       1,443
      1,773
      361
      306
      66
      -141
      -29
      -238
      936
      618
      723
      445
      222
      200
      0
      -11,901
      39,450
      32,331
      8,554
      19,509
      -32,290
      -17,718
      -36,098
      -37,481
      -38,715
      -24,306
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -95,084
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 165,000 5,685,834 0.029019
2016 196,000 3,459,544 0.056655
2015 226,000 3,932,465 0.057470
2014 244,250 4,563,598 0.053521
2013 200,607 3,225,255 0.062199
2
Total of line 1, column (d) .....................
2
0.258864
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.051773
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,671,834
5
Multiply line 4 by line 3......................
5
397,194
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,288
7
Add lines 5 and 6........................
7
398,482
8
Enter qualifying distributions from Part XII, line 4,.............
8
286,129
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,576
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,576
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,576
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 33
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,191
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,191 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRICHARD HOSS Telephone no.bullet (360) 426-2999

    Located atbullet236 W BIRCH STSHELTONWA ZIP+4bullet98584
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RICHARD TUCKER PRESIDENT AND CHAIRMAN
    5.00     		7,500 0 0
    919 CHUCKANUT SHORE ROAD
    BELLINGHAM,WA982298925
    FLEET RATLIFF VICE PRESIDENT
    1.00     		7,500 0 0
    6427 TRALEE COURT NW
    OLYMPIA,WA98502
    DANA OTTERHOLT VICE PRESIDENT
    1.00     		7,500 0 0
    4002 RIDGE WAY
    MT VERNON,WA98273
    RICHARD HOSS SECRETARY/TREASURER
    5.00     		7,500 0 0
    300 N POTLATCH ROAD
    SHELTON,WA98584
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,642,105
    b
    Average of monthly cash balances.......................
    1b
    923,142
    c
    Fair market value of all other assets (see instructions)................
    1c
    223,417
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,788,664
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,788,664
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    116,830
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,671,834
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    383,592
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    383,592
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,576
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,576
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    381,016
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    381,016
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    381,016
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    286,129
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    286,129
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    286,129
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 381,016
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 33,600
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 286,129
    a Applied to 2017, but not more than line 2a 33,600
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 252,529
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		128,487
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A GIFT FOR SPECIAL CHILDREN
    PO BOX 193
    MATLOCK,WA98560     		NONE PC GENERAL SUPPORT 1,000
    AAUW-WA SPECIAL PROJECTS FUND
    14100 NE 4TH STREET
    BELLEVUE,WA98007     		NONE PC GENERAL SUPPORT 1,000
    AGAINST MALARIA FOUNDATION
    PO BOX 7247-6370
    PHILADELPHIA,PA19170     		NONE PC GENERAL SUPPORT 5,000
    BELLINGHAM CHILDCARE AND LEARNING CENTER
    2600 SQUALICUM PARKWAY
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPORT 5,000
    BELLINGHAM FOOD BANK
    1824 ELLIS ST
    BELLINGHAM,WA98225     		NONE PC ASSIST INDIGENT FAMILIES 4,000
    BELLINGHAM YWCA
    1256 N STATE STREET
    BELLINGHAM,WA98225     		NONE PC YOUTH SERVICES 4,000
    BOYS AND GIRLS CLUBS OF THURSTON COUNTY
    2424 HERITAGE COURT SW 301
    OLYMPIA,WA98502     		NONE PC GENERAL SUPPORT 1,500
    BOYS AND GIRLS CLUBS OF WHATCOM COUNTY
    1616 CORNWALL AVENUE NO 111
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPORT 3,000
    BUNA LITTLE LEAGUE
    PO BOX 1484
    BUNA,TX77612     		NONE PC GENERAL SUPPORT 2,500
    CAMPFIRE USA SAMISH COUNCIL
    1321 KING ST STE 3
    BELLINGHAM,WA98229     		NONE PC YOUTH SERVICES 5,129
    CAPITAL HIGH SCHOOL
    2707 CONGER AVE NW
    OLYMPIA,WA98502     		NONE PC GENERAL SUPPORT 6,000
    CARSON SCHOLARS FUND INC
    305 W CHESAPEAKE AVE STE 310
    TOWSON,MD21204     		NONE PC EDUCATIONAL SERVICES 1,500
    CHINOOK ENTERPRISES
    2026 N LAVENTURE ROAD
    MOUNT VERNON,WA98273     		NONE PC ENVIRONMENTAL SERVICES 5,000
    CHRISTMAS GIVING ARTS & CRAFTS FAIR
    110 E DAY SPRING ROAD
    SHELTON,WA98584     		NONE PC PUBLIC ASSISTANCE 4,500
    CLASSICAL 981
    10 HARRISON STREET NO 100
    SEATTLE,WA98109     		NONE PC GENERAL SUPPORT 1,000
    CRYSTAL SPRINGS ELEMENTARY
    21615 9TH AVE SE
    BOTHELL,WA98021     		NONE PC YOUTH SERVICES 2,000
    DOMESTIC VIOLENCE & SAS WHATCOM COUNTY
    1407 COMMERICAL STREET
    BELLINGHAM,WA98225     		NONE PC SOCIAL SERVICES 4,000
    EXPLORATIONS HIGH SCHOOL
    PO BOX 3014
    BELLINGHAM,WA98227     		NONE PC EDUCATIONAL SERVICES 5,000
    FARESTART
    700 VIRGINIA STREET
    SEATTLE,WA98101     		NONE PC GENERAL SUPPORT 1,000
    FUMCO
    1224 LEGION WAY SE
    OLYMPIA,WA98501     		NONE PC GENERAL SUPPORT 2,000
    GIRLS ON THE RUN OF SNOHOMISH COUNTY
    PO BOX 994
    LYNNWOOD,WA98046     		NONE PC GENERAL SUPPORT 3,500
    GLOBAL FOUNDATION FOR CHILDREN WITH HEARING LOSS
    19631 2ND AVE NE
    POULSBO,WA983707565     		NONE PC GENERAL SUPPORT 25,000
    HANDS ON CHILDREN'S MUSEUM
    414 JEFFERSON ST NE
    OLYMPIA,WA98501     		NONE PC GENERAL SUPPORT 1,000
    HEIFER PROJECT INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR722022863     		NONE PC GENERAL SUPPORT 1,000
    HOOD CANAL FOOD BANK
    PO BOX 995
    HOODSPORT,WA98548     		NONE PC ASSIST INDIGENT FAMILIES 1,000
    LIGHTHOUSE MISSION MINISTRIES
    PO BOX 548
    BELLINGHAM,WA98225     		NONE PC ASSIST INDIGENT FAMILIES 5,000
    LINCOLN THEATRE
    PO BOX 2313
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 2,000
    MILLIONAIR CLUB CHARITY
    2515 WESTERN AVENUE
    SEATTLE,WA981211307     		NONE PC GENERAL SUPPORT 1,000
    MOUNT VERNON PUBLIC SCHOOLS FOUNDATION
    PO BOX 2543
    MOUNT VERNON,WA982737543     		NONE PC EDUCATIONAL SUPPORT 2,500
    MOUNT VERNONSKAGIT ROTARY
    PO BOX 2174
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 2,500
    NEWELL PIONEER VILLAGE
    8089 CHAMPOEG RD NE
    ST PAUL,OR97137     		NONE PC GENERAL SUPPORT 1,000
    NOOKSACK SALMON ENHANCEMENT ASSOCIATION
    2445 E BAKERVIEW RD
    BELLINGHAM,WA98226     		NONE PC ENVIRONMENTAL SERVICES 3,000
    NORTH BOTHELL LITTLE LEAGUE
    PO BOX 1305
    BOTHELL,WA980411305     		NONE PC GENERAL SUPPORT 3,500
    NORTHWEST YOUTH SERVICES
    1020 NORTH STATE STREET
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPPORT 5,000
    OLYMPIA SYMPHONY ORCHESTRA
    3400 CAPITAL BLVD S STE 203
    OLYMPIA,WA98501     		NONE PC CULTURAL ENHANCEMENT 12,000
    OROFINO HIGH SCHOOL
    300 DUNLAP ROAD
    OROFINA,ID85344     		NONE PC YOUTH SERVICES 3,000
    PANORAMA
    1751 CIRCLE LANE SE
    LACEY,WA98503     		NONE PC GENERAL SUPPORT 1,000
    PIONEER COMMUNITY KIWANIS
    450 E BERGESON ROAD
    SHELTON,WA98584     		NONE PC YOUTH SERVICES 5,000
    PIONEER FOOD BANK
    500 E NORTH ISLAND DRIVE
    SHELTON,WA98584     		NONE PC ASSIST INDIGENT FAMILIES 4,000
    PIONEER LIBRARY SYSTEM FOUNDATION
    300 NORMAN CENTER COURT
    NORMAN,OK73072     		NONE PC GENERAL SUPPORT 5,000
    PRO MUJER INC
    253 WEST 35TH STREET 11TH FLOOR
    NEW YORK,NY100011907     		NONE PC GENERAL SUPPORT 1,000
    SAN DIEGO RESCUE MISSION INC
    PO BOX 80427
    SAN DIEGO,CA92138     		NONE PC GENERAL SUPPORT 5,000
    SEATTLE OPERA
    1020 JOHN STREET
    SEATTLE,WA98109     		NONE PC CULTURAL ENHANCEMENT 10,000
    SKAGIT DOMESTIC VIOLENCE
    PO BOX 301
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 3,000
    SKAGIT PRESCHOOL AND RESOURCE CENTER
    320 PACIFIC PLACE
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 5,000
    SKAGIT VALLEY 1ST GEN FOUNDATION
    2405 E COLLEGE WAY
    MOUNT VERNON,WA98273     		NONE PC EDUCATIONAL SERVICES 5,000
    SKAGIT VALLEY FAMILY YMCA
    215 E FULTON
    MOUNT VERNON,WA98273     		NONE PC YOUTH SERVICES 5,000
    SKAGIT VALLEY HOSPITALITY HOUSE ASSOCIATION
    PO BOX 517
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 10,000
    SKOOKUM KIDS
    PO BOX 4148
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPORT 5,000
    SOUTH SOUND YMCA SHELTON
    1530 YELM HWY SE
    OLYMPIA,WA98501     		NONE PC YOUTH SERVICES 45,000
    SPREAD THE MAGIC FOUNDATION A NJ NONPROFIT CORPORATION
    322 MCCLELLAN ROAD
    EGG HARBOR TOWNSHIP,NJ08234     		NONE PC GENERAL SUPPORT 3,000
    SWEDISH MEDICAL CENTER FOUNDATION
    747 BROADWAY
    SEATTLE,WA98122     		NONE PC GENERAL SUPPORT 1,000
    UNITED CHURCH OF FERNDALE
    PO BOX 186
    FERNDALE,WA98248     		NONE PC RELIGIOUS SERVICES 4,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    PO BOX 357137
    SEATTLE,WA98195     		NONE PC CARR SCHOLARSHIP IN DENTISTRY 3,000
    VIDOR YOUTH BASEBALL LEAGUE
    PO BOX 2125
    VIDOR,TX77670     		NONE PC GENERAL SUPPORT 2,000
    WESTERN WASHINGTON UNIVERSITY DEPARTMENT OF MUSIC
    514 HIGH STREET
    BELLINGHAM,WA98225     		NONE PC EDUCATIONAL SERVICES 4,000
    WESTSIDE BABY
    10002 14TH AVE SW
    SEATTLE,WA98146     		NONE PC GENERAL SUPPORT 5,000
    WHATCOM FAMILY YMCA
    1256 N STATE STREET
    BELLINGHAM,WA98225     		NONE PC YOUTH SERVICES 1,000
    WHATCOM SYMPHONY ORCHESTRA
    PO BOX 5892
    BELLINGHAM,WA98227     		NONE PC CULTURAL ENHANCEMENT 7,000
    WOMEN FOR WOMEN INTERNATIONAL
    PO BOX 9224
    CENTRAL ISLIP,NY11722     		NONE PC GENERAL SUPPORT 1,000
    YWCA OF CLARK COUNTY
    3609 MAIN STREET
    VANCOUVER,WA986633225     		NONE PC YOUTH SERVICES 10,000
    Total .................................bullet 3a 286,129
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 163,091  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 19,500  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 -95,084  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 87,507 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    87,507
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    TUCKER FAMILY FOUNDATION
     
    Employer identification number

    26-1492603
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    TUCKER FAMILY FOUNDATION
          		Employer identification number
    26-1492603
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ESTATE OF RICHARD V TUCKER CO RICHARD D TUCKER
     
    919 CHUCKANUT SHORE ROAD
     
    BELLINGHAM, WA982298925

    		$ 1,200,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    TUCKER FAMILY FOUNDATION
          		Employer identification number

    26-1492603
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    TUCKER FAMILY FOUNDATION
          		Employer identification number

    26-1492603
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


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    Software Version:  

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    TY 2018 AmortizationSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    ORGANIZATIONAL COSTS 2008-06-19 35,488 22,673 180.000000000000 2,366 2,366   25,039

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    DENTAL BUILDING 2012-12-14 186,720 24,139 SL 39.000000000000 4,788 4,788    
    LAND 2012-12-14 25,920   L   0 0    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SCHWAB ACCT - 3M COMPANY 9,541 9,527
    SCHWAB ACCT - ABBOTT LABORATORIES 11,259 14,466
    SCHWAB ACCT - AIR PROD & CHEMICALS 16,969 20,006
    SCHWAB ACCT - ALPHABET 5,197 5,178
    SCHWAB ACCT - AMAZON 16,188 22,530
    SCHWAB ACCT - AMERICAN WATER WORKS 3,812 4,539
    SCHWAB ACCT - APPLE 17,621 18,929
    SCHWAB ACCT - AT&T INC 16,150 11,416
    SCHWAB ACCT - AUTO DATA PROCESSING 10,290 13,112
    SCHWAB ACCT - BECTON DICKINSON & CO 18,339 22,532
    SCHWAB ACCT - BERKSHIRE HATHAWAY 21,001 20,418
    SCHWAB ACCT - BLACKROCK INC 19,092 19,641
    SCHWAB ACCT - CHECK PT SOFTWARE 20,892 20,530
    SCHWAB ACCT - CHEVRON CORPORATION 21,417 21,758
    SCHWAB ACCT - CISCO SYSTEMS 6,743 8,666
    SCHWAB ACCT - THE COCA COLA COMPANY 8,451 9,470
    SCHWAB ACCT - COLGATE PALMOLIVE CO 7,373 5,952
    SCHWAB ACCT - CONOCOPHILLIPS 12,471 15,588
    SCHWAB ACCT - COSTCO WHOLESALE 22,745 28,519
    SCHWAB ACCT - DANAHER CORP 16,889 20,624
    SCHWAB ACCT - EXXON MOBIL CORP 14,617 12,274
    SCHWAB ACCT - HARRIS CORPORATION 20,250 20,198
    SCHWAB ACCT - INTEL CORPORATION 10,453 14,079
    SCHWAB ACCT - JOHNSON & JOHNSON 22,841 23,229
    SCHWAB ACCT - KIMBERLY-CLARK CORP 20,944 19,370
    SCHWAB ACCT - MICROSOFT CORP 17,512 20,314
    SCHWAB ACCT - NEXTERA ENERGY INC 6,510 8,691
    SCHWAB ACCT - NORFOLK SOUTHERN CO 17,395 22,431
    SCHWAB ACCT - NOVO-NORDISK A-S 15,454 18,428
    SCHWAB ACCT - PACCAR INC 16,173 14,285
    SCHWAB ACCT - PHILLIPS 66 7,848 8,615
    SCHWAB ACCT - PROCTOR & GAMBLE 23,271 27,576
    SCHWAB ACCT - ROYAL DUTCH SHELL 16,204 17,481
    SCHWAB ACCT - SAP SE 9,706 9,955
    SCHWAB ACCT - SCHLUMBERGER LTD 14,184 7,216
    SCHWAB ACCT - SNAP ON INC 16,549 14,529
    SCHWAB ACCT - STARBUCKS CORP 17,181 19,320
    SCHWAB ACCT - STRYKER CORP 13,135 15,675
    SCHWAB ACCT - TOTAL SA 15,765 15,654
    SCHWAB ACCT - UNITED PARCEL SERVICE 22,154 19,506
    SCHWAB ACCT - UNITED TECHNOLOGIES 11,276 10,648
    SCHWAB ACCT - UNITEDHEALTH GRP INC 16,668 24,912
    SCHWAB ACCT - WALGREENS BOOTS ALLI 23,332 20,499
    SCHWAB ACCT - WALT DISNEY CO 20,442 21,930
    SCHWAB ACCT - WASHINGTON FEDERAL 6,608 5,342
    SCHWAB ACCT - WASTE MANAGEMENT INC 10,838 13,349
    UBS ACCT - ABBVIE INC 106,946 184,380
    UBS ACCT - ALPHABET INC 184,302 208,992
    UBS ACCT - AMAZON.COM INC 216,491 300,394
    UBS ACCT - APPLE INC 142,489 236,610
    UBS ACCT - ASTRAZENECA PLC SPON ADR 96,036 113,940
    UBS ACCT - BANK OF AMERICA 608,015 862,400
    UBS ACCT - BOEING COMPANY 181,008 322,500
    UBS ACCT - BP PLC 95,226 75,840
    UBS ACCT - CENTURYLINK INC 244,298 181,800
    UBS ACCT - CITIGROUP INC 163,335 156,180
    UBS ACCT - GOLUB CAPITAL 126,314 115,430
    UBS ACCT - HP INC 59,943 81,840
    UBS ACCT - ILLUMINA INC 146,006 149,965
    UBS ACCT - IOVANCE THERAPEUTICS 100,313 88,500
    UBS ACCT - JP MORGAN CHASE 65,991 195,240
    UBS ACCT - NORDSTROM INC 42,708 46,610
    UBS ACCT - PFIZER INC 120,029 174,600
    UBS ACCT - ROYAL DUTCH SHELL 88,808 89,910
    UBS ACCT - SQUARE INC CLASS A 66,174 56,090
    UBS ACCT - TABLEAU SOFTWARE 103,983 120,000

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    US Government Securities - End of Year Book Value:

    962,526
    US Government Securities - End of Year Fair Market Value:

    969,750
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SCHWAB ACCT - ISHARES MSCI GERMANY AT COST 14,417 12,675
    SCHWAB ACCT - ISHARES NASDAQ BIOTECHNOLOGY ETF AT COST 38,847 37,608
    SCHWAB ACCT - INVESCO S&P SMALLCAP AT COST 29,251 27,608
    SCHWAB ACCT - INVESCO S&P INVESO AT COST 24,501 21,810
    SCHWAB ACCT - SCHWAB EMERGING MARKETS EQUITY ETF AT COST 52,227 47,060
    SCHWAB ACCT - SCHWAB INTL INDEX FUND AT COST 50,000 45,117
    SCHWAB ACCT - SCHWAB SMALL CAP INDEX FUND AT COST 30,000 25,025
    SCHWAB ACCT - SCHWAB US MID CAP INDEX FUND AT COST 25,000 22,817
    SCHWAB ACCT - SCHWAB TOTAL STOCK MARKET AT COST 10,000 8,763
    SCHWAB ACCT - SPDR FUND MATERIALS SELECT SECTR ETF AT COST 15,821 15,156
    SCHWAB ACCT - SPDR S&P 400 MID CAP AT COST 13,823 13,755
    SCHWAB ACCT - VANGUARD TOTAL INTERNATIONAL BOND ETF AT COST 10,813 10,850
    UBS ACCT - ISHARES BIOTECHNOLOGY AT COST 173,544 144,645
    VANGUARD ACCT - VANGUARD GROWTH INDEX ADMIRAL AT COST 50,000 43,208
    VANGUARD ACCT - VANGUARD INFORMATION TECHNOLOGY INDEX AT COST 100,000 87,379
    VANGUARD ACCT - VANGUARD TAX MANAGED SMALL CAP AT COST 55,728 44,579

    TY 2018 LandEtcSchedule2
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    ORGANIZATIONAL COSTS 35,488 25,039 10,449  
    DENTAL BUILDING 186,720 28,927 157,793  
    LAND 25,920 0 25,920  


    TY 2018 OtherDecreasesSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Description Amount
    PRIOR PERIOD ADJUSTMENT 12,127


    TY 2018 OtherExpensesSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES 55 55   0
    INVESTMENT FEES 15,463 15,463   0
    BANK FEES 307 306   0
    AMORTIZATION 2,366 2,366   0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE ASSISTANT 500 500   0


    TY 2018 TaxesSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX PAYMENTS 6,095 0   0