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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
TUCKER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 538
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOUNTLAKE TERRACE, WA98043
A Employer identification number

26-1492603
B Telephone number (see instructions)

(360) 319-8153
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$10,270,353J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 127,091 127,091  
5a Gross rents............ 13,500 13,500  
b Net rental income or (loss) 13,500
6a Net gain or (loss) from sale of assets not on line 10 -69,228
b Gross sales price for all assets on line 6a 1,013,417
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)....... Click to see attachment 2,760 2,760  
12 Total. Add lines 1 through 11........ 74,123 143,351  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 36,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,158 2,079   2,079
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,613 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 4,788 4,788  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 20,877 19,332   1,545
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,436 62,199   3,624
25 Contributions, gifts, grants paid....... 400,000 400,000
26 Total expenses and disbursements. Add lines 24 and 25 476,436 62,199   403,624
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -402,313
b Net investment income (if negative, enter -0-) 81,152
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 4,341 8,026 8,026
2 Savings and temporary cash investments......... 1,512,406 1,063,275 1,063,275
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) 737,906 Click to see attachment190,294 216,414
b Investments—corporate stock (attach schedule)....... 3,407,865 Click to see attachment3,440,736 6,099,217
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).......... 1,421,786 Click to see attachment1,997,863 2,703,567
14 Land, buildings, and equipment: basis bullet248,128
Less: accumulated depreciation (attach schedule) bullet68,274 187,008 Click to see attachment179,854 179,854
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,271,312 6,880,048 10,270,353
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,271,312 6,880,048
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,271,312 6,880,048
30 Total liabilities and net assets/fund balances (see instructions). 7,271,312 6,880,048
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,271,312
2
Enter amount from Part I, line 27a .....................
2
-402,313
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,049
4
Add lines 1, 2, and 3 ..........................
4
6,880,048
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,880,048
Form 990-PF (2020)
Form 990-PF (2020)
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 150SH EXXON MOBIL CORP   2019-11-27 2020-09-09
b 100SH EXXON MOBIL CORP   2020-02-28 2020-09-09
c 100SH WALGREENS BOOTS ALLI   2019-03-30 2020-01-13
d 100SH AT&T   2017-03-14 2020-05-06
e 100SH AT&T   2017-04-04 2020-05-06
200SH AT&T   2017-06-13 2020-05-06
50SH EXXON MOBIL CORP   2017-03-14 2020-09-09
50SH EXXON MOBIL CORP   2017-04-04 2020-09-09
80SH EXXON MOBIL CORP   2018-09-06 2020-09-09
20SH EXXON MOBIL CORP   2019-05-08 2020-09-09
15SH OTIS WORLDWIDE CORP   2017-03-14 2020-07-13
35SH OTIS WORLDWIDE CORP   2017-04-04 2020-07-13
50SH OTIS WORLDWIDE CORP   2019-06-11 2020-07-13
50SH SCHLUMBERGER LTD   2017-03-14 2020-04-28
50SH SCHLUMBERGER LTD   2017-04-04 2020-04-28
100SH SCHLUMBERGER LTD   2017-11-02 2017-04-28
93SH SCHWAB EMERGING MARKETS ETF   2017-03-14 2020-05-12
207SH SCHWAB EMERGING MARKETS EQUITY ETF   2017-03-14 2020-05-12
100SH SCHWAB EMERGING MARKETS EQUITY ETF   2017-04-04 2020-05-12
200SH SCHWAB EMERGING MARKETS EQUITY ETF   2017-05-09 2020-05-12
100SH SCHEAB EMERGING MARKETS EQUITY ETF   2017-06-30 2020-05-12
100SH SCHWAB EMERGING MARKETS EQUITY ETF   2017-07-14 2020-05-12
200SH SCHWAB EMERGING MARKETS EQUITY ETF   2018-02-27 2020-05-12
500SH SCHWAB EMERGING MARKETS EQUITY ETF   2018-05-10 2020-05-12
500SH SCHWAB EMERGING MARKETS EQUITY ETF   2018-08-23 2020-05-12
500SH SCHWAB EMERGING MARKETS EQUITY ETF   2019-04-29 2020-05-12
200SH VANGUARD TOTAL BOND ET   2017-03-27 2020-03-06
50SH WALGREENS BOOTS ALLI   2017-03-14 2020-01-13
20SH WALGREENS BOOTS ALLI   2017-03-21 2020-01-13
30SH WALGREENS BOOTS ALLI   2017-04-04 2020-01-13
100SH WALGREENS BOOTS ALLI   2017-06-13 2020-01-13
100SH WALGREENS BOOTS ALLI   2017-10-13 2020-01-13
500SH AXSOME THERAPEUTICS INC   2019-11-27 2020-01-09
1000SH ALTERYX INC CL A   2019-07-08 2020-11-09
2000SH CITIGROUP INC   2013-11-25 2020-07-08
1000SH CITIGROUP INC   2014-01-14 2020-07-08
500SH ILLUMINA INC   2018-07-09 2020-02-13
5000SH IOVANCE BIOTHERAPEUTICS   2015-05-27 2020-06-25
2000SH LUMEN TECHNOLOGIES   2016-11-10 2020-12-18
2000SH LUMEN TECHNOLOGIES   2016-12-07 2020-12-18
2000SH LUMEN TECHNOLOGIES   2017-04-25 2020-12-18
6000SH LUMEN TECHNOLOGIES   2018-01-12 2020-12-18
1000SH NORDSTROM INC   2017-05-26 2020-01-16
2000SH PFIZER INC   2012-10-18 2020-07-08
2000SH PFIZER INC   2015-10-07 2020-07-08
CAPITAL GAINS DIVIDENDS P    
(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 5,737   10,276 -4,539
b 3,825   5,023 -1,198
c 5,433   6,509 -1,076
d 2,904   4,216 -1,312
e 2,904   4,158 -1,254
5,808   7,776 -1,968
1,913   4,059 -2,146
1,913   4,110 -2,197
3,060   6,448 -3,388
765   1,541 -776
864   880 -16
2,015   2,067 -52
2,879   3,208 -329
817   3,929 -3,112
817   3,901 -3,084
1,634   6,355 -4,721
2,092   2,186 -94
4,656   4,866 -210
2,249   2,425 -176
4,499   4,908 -409
2,249   2,492 -243
2,249   2,596 -347
4,499   5,875 -1,376
11,247   14,049 -2,802
11,247   12,830 -1,583
11,247   13,334 -2,087
11,677   10,813 864
2,716   4,251 -1,535
1,087   1,675 -588
1,630   2,485 -855
5,433   8,141 -2,708
5,433   6,780 -1,347
42,842   19,939 22,903
117,864   118,532 -668
98,952   108,611 -9,659
49,476   54,724 -5,248
144,762   146,006 -1,244
137,005   53,636 83,369
20,186   44,741 -24,555
20,186   45,185 -24,999
20,186   48,991 -28,805
60,559   105,381 -44,822
39,897   42,708 -2,811
66,741   52,718 14,023
66,741   67,311 -570
522     522
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       -4,539
b       -1,198
c       -1,076
d       -1,312
e       -1,254
      -1,968
      -2,146
      -2,197
      -3,388
      -776
      -16
      -52
      -329
      -3,112
      -3,084
      -4,721
      -94
      -210
      -176
      -409
      -243
      -347
      -1,376
      -2,802
      -1,583
      -2,087
      864
      -1,535
      -588
      -855
      -2,708
      -1,347
      22,903
      -668
      -9,659
      -5,248
      -1,244
      83,369
      -24,555
      -24,999
      -28,805
      -44,822
      -2,811
      14,023
      -570
      522
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 -69,228
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,128
c All other domestic foundations enter 1.39% 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 1,128
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 1,128
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 23
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,151
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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 changesClick to see attachment....
3
Yes
 
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletLAURA HULTEN Telephone no.bullet (360) 319-8153

    Located atbulletPO BOX 538MOUNTLAKE TERRACEWA ZIP+4bullet98043
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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,WA98229
    ANN MARIE 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
    LAURA HULTEN SECRETARY/TREASURER
    5.00     		6,000 0 0
    18222 ANDOVER STREET
    EDMONDS,WA98026
    RICHARD HOSS DIRECTOR
    1.00     		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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    7,558,957
    b
    Average of monthly cash balances.......................
    1b
    1,416,585
    c
    Fair market value of all other assets (see instructions)................
    1c
    179,854
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,155,396
    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
    9,155,396
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    137,331
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,018,065
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    450,903
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    450,903
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,128
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,128
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    449,775
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    449,775
    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
    449,775
    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
    403,624
    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
    403,624
    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
    403,624
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 449,775
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 145,728
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 403,624
    a Applied to 2019, but not more than line 2a 145,728
    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 2020 distributable amount..... 257,896
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		191,879
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    AAUW-WA SPECIAL PROJECTS FUND
    14100 NE 4TH STREET
    BELLEVUE,WA98007     		NONE PC GENERAL SUPPORT 3,000
    BALLET NORTHWEST
    PO BOX 2888
    OLYMPIA,WA98507     		NONE PC GENERAL SUPPORT 10,000
    BELLINGHAM CHILDCARE AND LEARNING CENTER
    2600 SQUALICUM PARKWAY
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPORT 6,000
    BELLINGHAM FOOD BANK
    1824 ELLIS ST
    BELLINGHAM,WA98225     		NONE PC ASSIST INDIGENT FAMILIES 4,000
    BELLINGHAM SYMPHONY ORCHESTRA
    PO BOX 5892
    BELLINGHAM,WA98227     		NONE PC GENERAL SUPPORT 60,000
    BELLINGHAM YWCA
    1256 N STATE STREET
    BELLINGHAM,WA98225     		NONE PC YOUTH SERVICES 7,000
    BOYS AND GIRLS CLUBS OF THURSTON COUNTY
    2424 HERITAGE COURT SW 301
    OLYMPIA,WA98502     		NONE PC GENERAL SUPPORT 1,000
    BROWN HOPE
    PO BOX 6807
    PORTLAND,OR97228     		NONE PC GENERAL SUPPORT 2,500
    CAMPFIRE USA SAMISH COUNCIL
    1321 KING ST STE 3
    BELLINGHAM,WA98229     		NONE PC YOUTH SERVICES 5,000
    CAPITOL PEAK REPEATER
    PO BOX 2755
    OLYMPIA,WA98507     		NONE PC GENERAL SUPPORT 1,000
    CARSON SCHOLARS FUND INC
    305 W CHESAPEAKE AVE STE 310
    TOWSON,MD21204     		NONE PC EDUCATIONAL SERVICES 1,500
    CHILD STRIVE
    14 E CASINO RD BLDG A
    EVERETT,WA98208     		NONE PC GENERAL SUPPORT 5,000
    CHINOOK ENTERPRISES
    2026 N LAVENTURE ROAD
    MOUNT VERNON,WA98273     		NONE   GENERAL SUPPORT 5,000
    CHRISTMAS GIVING ARTS & CRAFTS FAIR
    110 E DAY SPRING ROAD
    SHELTON,WA98584     		NONE PC PUBLIC ASSISTANCE 4,000
    CLASSICAL 981
    10 HARRISON STREET NO 100
    SEATTLE,WA98109     		NONE PC GENERAL SUPPORT 1,000
    COMMUNITY LIFELINE
    PO BOX 698
    SHELTON,WA98584     		NONE PC GENERAL SUPPORT 2,000
    COUNCIL FOR THE HOMELESS
    2500 MAIN STREET
    VANCOUVER,WA98660     		NONE PC GENERAL SUPPORT 2,500
    DOMESTIC VIOLENCE & SAS WHATCOM COUNTY
    1407 COMMERICAL STREET
    BELLINGHAM,WA98225     		NONE PC SOCIAL SERVICES 5,000
    EDMONDS FOOD BANK
    PO BOX 131
    EDMONDS,WA98020     		NONE PC GENERAL SUPPORT 5,000
    FIRST UNITED METHODIST CHURCH
    1224 LEGION WAY SE
    OLYMPIA,WA98501     		NONE PC GENERAL SUPPORT 3,000
    FOOD LIFELINE
    815 S 96TH ST
    SEATTLE,WA98108     		NONE PC GENERAL SUPPORT 7,500
    FRACTURED ATLAS
    PO BOX 55
    HARTSDALE,NY10530     		NONE PC GENERAL SUPPORT 2,500
    GIRLS ON THE RUN OF SNOHOMISH COUNTY
    PO BOX 994
    LYNNWOOD,WA98046     		NONE PC GENERAL SUPPORT 3,000
    GLOBAL COMMUNITY INSTITUTE
    PO BOX 3014
    BELLINGHAM,WA98227     		NONE PC GENERAL SUPPORT 5,000
    HABITAT FOR HUMANITY - MASON COUNTY
    PO BOX 1549
    SHELTON,WA98584     		NONE PC GENERAL SUPPORT 2,000
    HANDS ON CHILDREN'S MUSEUM
    414 JEFFERSON ST NE
    OLYMPIA,WA98501     		NONE PC GENERAL SUPPORT 500
    HOOD CANAL FOOD BANK
    PO BOX 995
    HOODSPORT,WA98548     		NONE PC ASSIST INDIGENT FAMILIES 3,000
    HOST
    807 WEST PINE ST
    SHELTON,WA98584     		NONE PC GENERAL SUPPORT 3,000
    IPA FOUNDATION
    1621 CORNWALL AVE
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPORT 1,000
    LAUNCH
    5950 6TH AVE S SUITE 109
    SEATTLE,WA98108     		NONE   SUPPORT FOR COVID PROGRAM 2,500
    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 10,000
    LYDIA PLACE
    PO BOX 28487
    BELLINGHAM,WA98228     		NONE PC GENERAL SUPPORT 7,000
    MARY'S PLACE
    PO BOX 1711
    SEATTLE,WA98111     		NONE PC GENERAL SUPPORT 2,500
    MT BAKER PLANNED PARENTHOOD
    1530 ELLIS STREET
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPORT 4,000
    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 GENERAL SUPPORT 3,000
    NORTHWEST YOUTH SERVICES
    1020 NORTH STATE STREET
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPPORT 6,000
    OLYMPIA SYMPHONY ORCHESTRA
    3400 CAPITAL BLVD S STE 203
    OLYMPIA,WA98501     		NONE PC CULTURAL ENHANCEMENT 10,000
    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 4,000
    PIONEER FOOD BANK
    500 E NORTH ISLAND DRIVE
    SHELTON,WA98584     		NONE PC ASSIST INDIGENT FAMILIES 4,000
    PREDATORS OF THE HEART
    6128 PARKSIDE DRIVE
    ANACORTES,WA98221     		NONE PC GENERAL SUPPORT 1,500
    PROMISES2KIDS
    9400 RUFFIN COURT SUITE A
    SAN DIEGO,CA92123     		NONE   GUARDIAN SCHOLARS PROGRAM SUPPORT 5,000
    SAN DIEGO RESCUE MISSION INC
    PO BOX 80427
    SAN DIEGO,CA92138     		NONE PC GENERAL SUPPORT 5,000
    SHELTON CEMETERY ASSOCIATION
    1605 VAN BUREN STREET
    SHELTON,WA98584     		NONE PC GENERAL SUPPORT 3,000
    SKAGIT BOYS & GIRLS CLUB
    PO BOX 947
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 8,000
    SKAGIT COUNCIL ON AGING
    309 S THIRD STREET
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 8,000
    SKAGIT HABITAT FOR HUMANITY
    PO BOX 2563
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 7,000
    SKAGIT VALLEY NEIGHBORS IN NEED
    PO BOX 394
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 7,000
    SKAGIT VALLEY 1ST GEN FOUNDATION
    2405 E COLLEGE WAY
    MOUNT VERNON,WA98273     		NONE PC EDUCATIONAL SERVICES 15,000
    SKAGIT VALLEY FAMILY YMCA
    215 E FULTON
    MOUNT VERNON,WA98273     		NONE PC YOUTH SERVICES, BEYOND THE BELL AND OASIS 15,000
    SKAGIT VALLEY HOSPITALITY HOUSE ASSOCIATION
    PO BOX 517
    MOUNT VERNON,WA98273     		NONE PC GENERAL SUPPORT 15,000
    SKOOKUM KIDS
    PO BOX 4148
    BELLINGHAM,WA98225     		NONE PC GENERAL SUPPORT 11,500
    SOUTH SOUND YMCA SHELTON
    1530 YELM HWY SE
    OLYMPIA,WA98501     		NONE PC YOUTH SERVICES 50,000
    ST PAUL'S CATHEDRAL
    127 NW 7TH STREET
    OKLAHOMA CITY,OK73102     		NONE PC GENERAL SUPPORT 2,500
    TREEHOUSE
    2100 24TH AVE S SUITE 200
    SEATTLE,WA98114     		NONE PC GENERAL SUPPORT 2,000
    TRUE RESPONDERS
    PO BOX 5163
    LACEY,WA98509     		NONE PC GENERAL SUPPORT 10,000
    TURNING POINTE DOMESTIC VIOLENCE SERVICES
    PO BOX 2014
    SHELTON,WA98584     		NONE PC GENERAL SUPPORT 2,000
    UNITED CHURCH OF FERNDALE
    PO BOX 186
    FERNDALE,WA98248     		NONE PC RELIGIOUS SERVICES 5,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    PO BOX 357137
    SEATTLE,WA98195     		NONE PC GENERAL SUPPORT 3,000
    WHATCOM FAMILY YMCA
    1256 N STATE STREET
    BELLINGHAM,WA98225     		NONE PC YOUTH SERVICES 1,000
    YWCA SEATTLEKINGSNOHOMISH
    1118 5TH AVENUE
    SEATTLE,WA98101     		NONE PC GENERAL SUPPORT 2,500
    Total .................................bullet 3a 400,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 127,091  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 13,500  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -69,228  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISC REFUNDS     		    01 2,760  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 74,123 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    74,123
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREP 4,158 2,079   2,079

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    TY 2020 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 27,405 180.000000000000 2,366 2,366   29,771

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    TY 2020 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 33,715 SL 39.000000000000 4,788 4,788    
    LAND 2012-12-14 25,920   L   0 0    

    TY 2020 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 27,730 26,219
    SCHWAB ACCT - ABBOTT LABORATORIES 14,244 25,183
    SCHWAB ACCT - AIR PROD & CHEMICALS 16,969 34,153
    SCHWAB ACCT - ALPHABET 22,335 35,038
    SCHWAB ACCT - AMAZON 22,426 55,368
    SCHWAB ACCT - AMERICAN WATER WORKS 3,812 7,674
    SCHWAB ACCT - APPLE 17,621 63,691
    SCHWAB ACCT - AUTO DATA PROCESSING 16,992 26,430
    SCHWAB ACCT - BECTON DICKINSON & CO 23,488 30,026
    SCHWAB ACCT - BERKSHIRE HATHAWAY 31,914 34,781
    SCHWAB ACCT - BLACKROCK INC 19,092 36,077
    SCHWAB ACCT - CARRIER GLOBAL CORP 4,401 7,544
    SCHWAB ACCT - CHECK PT SOFTWARE 20,892 26,582
    SCHWAB ACCT - CHEVRON CORPORATION 29,010 25,335
    SCHWAB ACCT - CISCO SYSTEMS 17,437 17,900
    SCHWAB ACCT - THE COCA COLA COMPANY 22,580 27,420
    SCHWAB ACCT - COLGATE PALMOLIVE CO 14,100 17,102
    SCHWAB ACCT - CONOCOPHILLIPS 15,535 11,997
    SCHWAB ACCT - COSTCO WHOLESALE 22,745 52,749
    SCHWAB ACCT - DANAHER CORP 16,889 44,428
    SCHWAB ACCT - INTEL CORPORATION 19,801 24,910
    SCHWAB ACCT - JOHNSON & JOHNSON 22,841 28,328
    SCHWAB ACCT - KIMBERLY-CLARK CORP 20,944 22,921
    SCHWAB ACCT - L3HARRIS TECHNOLOGIES INC 28,599 37,804
    SCHWAB ACCT - MICROSOFT CORP 17,512 44,484
    SCHWAB ACCT - NEXTERA ENERGY INC 6,510 15,430
    SCHWAB ACCT - NORFOLK SOUTHERN CO 17,395 35,642
    SCHWAB ACCT - NOVO-NORDISK A-S 15,454 27,940
    SCHWAB ACCT - PACCAR INC 19,179 25,884
    SCHWAB ACCT - PHILLIPS 66 12,054 10,491
    SCHWAB ACCT - PROCTOR & GAMBLE 23,271 41,742
    SCHWAB ACCT - RAYTHEON 21,735 25,029
    SCHWAB ACCT - ROYAL DUTCH SHELL 21,996 14,056
    SCHWAB ACCT - SAP SE 9,706 13,039
    SCHWAB ACCT - SNAP ON INC 16,549 17,114
    SCHWAB ACCT - STARBUCKS CORP 17,181 32,094
    SCHWAB ACCT - STRYKER CORP 19,870 36,756
    SCHWAB ACCT - TOTAL SE 15,765 12,573
    SCHWAB ACCT - UNITED PARCEL SERVICE 22,154 33,680
    SCHWAB ACCT - UNITEDHEALTH GRP INC 16,668 35,068
    SCHWAB ACCT - WALT DISNEY CO 20,442 36,236
    SCHWAB ACCT - WASHINGTON FEDERAL 13,763 12,870
    SCHWAB ACCT - WASTE MANAGEMENT INC 10,838 17,690
    UBS ACCT - ABBVIE INC 97,926 107,150
    UBS ACCT - ACCOLADE INC 104,628 87,000
    UBS ACCT - ALPHABET INC 184,302 350,528
    UBS ACCT - AMAZON.COM INC 216,491 651,386
    UBS ACCT - APPLE INC 142,489 796,140
    UBS ACCT - AXSOME THERAPEUTICS INC 145,716 244,410
    UBS ACCT - BANK OF AMERICA 353,505 606,200
    UBS ACCT - BP PLC 95,226 41,040
    UBS ACCT - DOCUSIGN 234,545 222,300
    UBS ACCT - FATE THERAPEUTICS 36,531 90,930
    UBS ACCT - GOLUB CAPITAL 126,314 98,980
    UBS ACCT - IOVANCE THERAPEUTICS 46,677 232,000
    UBS ACCT - JP MORGAN CHASE 65,991 254,140
    UBS ACCT - LABORATORY CORP AMERICAN HLDGS 133,965 162,840
    UBS ACCT - NIKE 156,856 212,205
    UBS ACCT - ROYAL DUTCH SHELL 88,808 50,415
    UBS ACCT - SALESFORCE.COM INC 194,696 333,795
    UBS ACCT - SEATTLE GENETICS INC 225,631 350,280

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    US Government Securities - End of Year Book Value:

    190,294
    US Government Securities - End of Year Fair Market Value:

    216,414
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 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 28,378 31,770
    SCHWAB ACCT - ISHARES NASDAQ BIOTECHNOLOGY ETF AT COST 38,847 59,081
    SCHWAB ACCT - INVESCO S&P SMALLCAP AT COST 29,251 48,992
    SCHWAB ACCT - GOLDMAN SACHS GQV OTNRS AT COST 20,000 24,646
    SCHWAB ACCT - SCHWAB INTL INDEX FUND AT COST 95,000 105,682
    SCHWAB ACCT - SCHWAB SMALL CAP INDEX FUND AT COST 30,000 34,699
    SCHWAB ACCT - SCHWAB US MID CAP INDEX FUND AT COST 25,000 33,512
    SCHWAB ACCT - SCHWAB TOTAL STOCK MARKET AT COST 50,000 59,216
    SCHWAB ACCT - SCHWAB TREASURY INFLATION PROTECTED SECS AT COST 40,000 40,114
    SCHWAB ACCT - SPDR FUND MATERIALS SELECT SECTR ETF AT COST 15,821 21,717
    SCHWAB ACCT - VANGUARD FINANCIALS ETF AT COST 25,707 25,498
    UBS ACCT - ISHARES BIOTECHNOLOGY AT COST 173,544 227,235
    VANGUARD ACCT - VANGUARD GROWTH INDEX ADMIRAL AT COST 50,000 81,589
    VANGUARD ACCT - VANGUARD INFORMATION TECHNOLOGY INDEX AT COST 264,693 371,480
    VANGUARD ACCT - VANGUARD TAX MANAGED SMALL CAP AT COST 55,728 59,466
    VANGUARD ACCT - VANGUARD DIVIDEND APPRECIATION ETF AT COST 108,355 141,170
    VANGUARD ACCT - VANGUARD EXTENDED MARKET ETF AT COST 116,435 164,680
    VANGUARD ACCT - VANGUARD HIGH DIVIDEND YIELD ETF AT COST 85,425 91,510
    VANGUARD ACCT - VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF AT COST 150,590 247,810
    VANGUARD ACCT - VANGUARD RUSSELL 1000 VALUE INDEX FD ETF AT COST 108,035 119,820
    VANGUARD ACCT - VANGUARD S&P 500 INDEX ETF AT COST 127,663 171,845
    VANGUARD ACCT - VANGUARD INFORMATION TECHNOLOGY INDEX ADMIRAL AT COST 195,000 306,730
    VANGUARD ACCT - INVESCO QQQ AT COST 164,391 235,305

    TY 2020 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 29,771 5,717 5,717
    DENTAL BUILDING 186,720 38,503 148,217 148,217
    LAND 25,920 0 25,920 25,920


    TY 2020 OtherExpensesSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 270 270   0
    INVESTMENT FEES 16,696 16,696   0
    OFFICE SUPPLIES 1,545 0   1,545
    AMORTIZATION 2,366 2,366   0


    TY 2020 OtherIncomeSchedule2
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC REFUNDS 2,760 2,760 2,760


    TY 2020 OtherIncreasesSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Description Amount
    UNREALIZED GAINS 11,049


    TY 2020 TaxesSchedule
    Name:
    TUCKER FAMILY FOUNDATION
    EIN:
    26-1492603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX PAYMENTS 10,613 0   0