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
Lucky Seven Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

91-1722000
B Telephone number (see instructions)

(800) 839-1754
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$37,853,234J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 575 575  
4 Dividends and interest from securities... 876,832 876,832  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,968
b Gross sales price for all assets on line 6a 5,763,881
7 Capital gain net income (from Part IV, line 2)... 39,926
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 63,274 57,340 14,146
12 Total. Add lines 1 through 11........ 968,649 974,673 14,146
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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 96,566 96,566    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,024 4,324    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 160     160
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 73,995     73,995
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 183,745 100,890   74,155
25 Contributions, gifts, grants paid....... 1,777,000 1,777,000
26 Total expenses and disbursements. Add lines 24 and 25 1,960,745 100,890   1,851,155
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -992,096
b Net investment income (if negative, enter -0-) 873,783
c Adjusted net income (if negative, enter -0-)... 14,146
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.............      
2 Savings and temporary cash investments......... 707,422 45,770 45,770
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,101    
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) bullet875,715
Less: allowance for doubtful accounts bullet   875,715 Click to see attachment875,715 875,715
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,791,356 Click to see attachment15,866,328 27,145,516
c Investments—corporate bonds (attach schedule)....... 10,217,006 Click to see attachment8,412,691 9,111,233
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 100,000 100,000 100,000
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment175,000 Click to see attachment575,000 Click to see attachment575,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,867,600 25,875,504 37,853,234
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...........    
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 26,867,600 25,875,504
29 Total net assets or fund balances (see instructions)..... 26,867,600 25,875,504
30 Total liabilities and net assets/fund balances (see instructions). 26,867,600 25,875,504
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
26,867,600
2
Enter amount from Part I, line 27a .....................
2
-992,096
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
25,875,504
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,875,504
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 Publicly-traded Securities      
b
c
d
e
(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 5,763,881   5,723,955 39,926
b
c
d
e
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       39,926
b
c
d
e
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 39,926
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 12,146
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  
3 Add lines 1 and 2........................... 3 12,146
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,146
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 24,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 12,054
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet12,054 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
    Yes
     
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
     
     
    ........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
    Carol A BackusClick to see attachment Dir, Pres
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Christopher R BackusClick to see attachment Dir, Treas*
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Edward A BackusClick to see attachment Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    John BackusClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Valerie F BackusClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robert FiksoClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Matthew F StollerClick to see attachment Dir, Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Philip R StollerClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Susan B StollerClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Spencer BackusClick to see attachment DIR
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
    ROBERT W BAIRD & CO INCORPORATED INVESTMENT MGMT 96,566
    777 EAST WISCONSIN AVENUE
    MILWAUKEE,WI532025391
    Foundation Source Administrative 73,960
    55 WALLS DRIVE 3RD FLOOR
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 WHATCOME LAND TRUST - TO PRESERVE AND PROTECT WILDLIFE HABITAT SCENIC AGRICULTURE AND OPEN SPACE LANDS IN WHATCOME COUNTY 100,000
    2 HOMESIGHT PROMOTES AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH HOMEBUYER EDUCATION & FINANCIAL PLANNING, BUYER PURCHASE ASSISTANCE LOANS & ORIGINATION, & HOME CONSTRUCTION 300,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet400,000
    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
    32,960,498
    b
    Average of monthly cash balances.......................
    1b
    765,756
    c
    Fair market value of all other assets (see instructions)................
    1c
    975,715
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,701,969
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    34,701,969
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    520,530
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,181,439
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,709,072
    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
    1,709,072
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,146
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,146
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,696,926
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,696,926
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,696,926
    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
    1,851,155
    b
    Program-related investments—total from Part IX-B..................
    1b
    400,000
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,251,155
    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
    2,251,155
    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 1,696,926
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,642,303
    b Total for prior years:2018, 2017, 2016  
    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........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,251,155
    a Applied to 2019, but not more than line 2a 1,642,303
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 608,852
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,088,074
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    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.... 0
    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).)
    NONE
    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 e-mail address of the person to whom applications should be addressed:
    FOUNDATION SOURCE
    55 WALLS DRIVE 3RD FLOOR
    Fairfield,CT06824
    (800) 839-1754
    bThe form in which applications should be submitted and information and materials they should include:
    WWW.FSREQUESTS.COM/LUCKYSEVEN
    cAny submission deadlines:
    WWW.FSREQUESTS.COM/LUCKYSEVEN
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WWW.FSREQUESTS.COM/LUCKYSEVEN
    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
    5TH AVENUE THEATRE ASSOCIATION
    1308 5TH AVE
    SEATTLE,WA98101     		N/A PC General & Unrestricted 10,000
    5TH AVENUE THEATRE ASSOCIATION
    1308 5TH AVE
    SEATTLE,WA98101     		N/A PC Annual Fund 500
    ABUSED DEAF WOMENS ADVOCACY SERVICES
    8623 ROOSEVELT WAY NE
    SEATTLE,WA98115     		N/A PC General & Unrestricted 5,000
    AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES
    2013 H ST NW 5TH FL
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 250
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004     		N/A PC General & Unrestricted 500
    AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND
    PO BOX 2728
    SEATTLE,WA98111     		N/A PC General & Unrestricted 5,000
    ANGEL CITY PIT BULLS
    1834 S GRAMERCY PL
    LOS ANGELES,CA90019     		N/A PC General & Unrestricted 100
    ANNIE WRIGHT SCHOOLS
    827 N TACOMA AVE
    TACOMA,WA98403     		N/A PC Annual Fund 2,500
    ARBORETUM FOUNDATION
    2300 ARBORETUM DR E
    SEATTLE,WA98112     		N/A PC Saplings Program 1,000
    ARMORY CENTER FOR THE ARTS
    145 N RAYMOND AVE
    PASADENA,CA91103     		N/A PC General & Unrestricted 250
    ARTS CORPS
    4408 DELRIDGE WAY SW
    SEATTLE,WA98106     		N/A PC General & Unrestricted 250
    AURORA COMMONS
    302A N 78TH ST
    SEATTLE,WA98103     		N/A PC General & Unrestricted 250
    AUSTRALIAN TERRIER RESCUE INC
    20717 KISHWAUKEE VALLEY RD
    MARENGO,IL60152     		N/A PC General & Unrestricted 250
    AUSTRALIAN TERRIER TR
    PO BOX 5767
    PALM SPRINGS,CA92263     		N/A PC General & Unrestricted 250
    BAGLEY PTA 6 14 40 SEATTLE COUNCIL
    740 N 78TH ST
    SEATTLE,WA98103     		N/A PC General & Unrestricted 2,000
    BAYSIDE HOUSING & SERVICES
    PO BOX 927
    PORT HADLOCK,WA98339     		N/A PC Safety during Covid-19 11,000
    BIG BROTHERS-BIG SISTERS OF ISLAND COUNTY
    913 E WHIDBEY AVE
    OAK HARBOR,WA98277     		N/A PC General & Unrestricted 5,000
    BOOK-IT REPERTORY THEATRE
    SEATTLE CENTER 305 HARRISON ST
    SEATTLE,WA98109     		N/A PC General & Unrestricted 15,000
    BORDER ANGELS
    2258 ISLAND AVE
    SAN DIEGO,CA92102     		N/A PC General & Unrestricted 500
    BORDER KINDNESS
    125 E 3RD ST PMB 4
    CALEXICO,CA92231     		N/A PC General & Unrestricted 500
    BRIDGES MIDDLE SCHOOL
    2510 SW 1ST AVE
    PORTLAND,OR97201     		N/A PC General & Unrestricted 1,500
    BURKE MUSEUM ASSOCIATION
    PO BOX 353010
    SEATTLE,WA98195     		N/A PC Annual Fund 3,000
    BUSH SCHOOL
    3400 E HARRISON ST
    SEATTLE,WA98112     		N/A PC General & Unrestricted 100
    BYRD BARR PLACE
    722 18TH AVE
    SEATTLE,WA98122     		N/A PC Community Food Bank and Grocery Fund 2,500
    CALMATTERS
    1017 L ST
    SACRAMENTO,CA95814     		N/A PC General & Unrestricted 250
    CANCER PATHWAYS
    1400 BROADWAY
    SEATTLE,WA98122     		N/A PC General & Unrestricted 15,000
    CANCER PATHWAYS
    1400 BROADWAY
    SEATTLE,WA98122     		N/A PC Cancer Education for Teens Project 15,000
    CAPITOL HILL HOUSING FOUNDATION
    1620 12TH AVE STE 205
    SEATTLE,WA98122     		N/A PC COVID Resiliance Fund 37,000
    CAPITOL HILL HOUSING FOUNDATION
    1620 12TH AVE STE 205
    SEATTLE,WA98122     		N/A PC Charitable Event 1,000
    CAPITOL HILL HOUSING FOUNDATION
    1620 12TH AVE STE 205
    SEATTLE,WA98122     		N/A PC Charitable Event 4,000
    CARBONFUND ORG FOUNDATION
    853 MAIN ST
    EAST AURORA,NY14052     		N/A PC General & Unrestricted 500
    CASCADE PUBLIC MEDIA
    PO BOX 84109
    SEATTLE,WA98124     		N/A PC General & Unrestricted 100
    CASCADE SERVICE DOGS
    PO BOX 2641
    OLYMPIA,WA98507     		N/A PC General & Unrestricted 3,500
    CENTER FOR COMMON GROUND
    18459 PATRIOT LN
    RUTHER GLEN,VA22546     		N/A PC Voter registration Program 20,000
    CENTER FOR COMMON GROUND
    18459 PATRIOT LN
    RUTHER GLEN,VA22546     		N/A PC Reclaim Your Vote Initiative 2,500
    CENTRAL AMERICAN RESOURCE CENTER - CARECEN - OF CA
    2845 W 7TH ST
    LOS ANGELES,CA90005     		N/A PC General & Unrestricted 500
    CENTRAL WASHINGTON UNIVERSITY FOUNDATION
    400 E UNIVERSITY WAY
    ELLENSBURG,WA98926     		N/A PC General & Unrestricted 500
    CHILD ADVOCACY CENTER OF SNOHOMISH COUNTY
    1509 CALIFORNIA ST
    EVERETT,WA98201     		N/A PC Community Outreach Program 4,000
    CHINATOWN INTERNATIONAL DISTRICT PRESERVATION AND
    409 MAYNARD AVE S STE P2
    SEATTLE,WA98104     		N/A PC Chinese Business Relief Fund 30,000
    CHURCH BY THE SIDE OF THE ROAD
    3455 S 148TH ST
    TUKWILA,WA98168     		N/A PC General & Unrestricted 4,000
    CICLAVIA INC
    525 S HEWITT ST
    LOS ANGELES,CA90013     		N/A PC General & Unrestricted 100
    COALITION FOR HUMANE IMMIGRANT RIGHTS
    2533 W 3RD ST STE 101
    LOS ANGELES,CA90057     		N/A PC General & Unrestricted 300
    COMMON CAUSE EDUCATION FUND
    805 15TH ST NW STE 800
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 500
    COMMUNITY ACTION OF SKAGIT COUNTY
    330 PACIFIC PL
    MOUNT VERNON,WA98273     		N/A PC General & Unrestricted 1,000
    COMMUNITY LEADERS ROUNDTABLE OF SEATTLE
    1416 SW 151ST ST
    BURIEN,WA98166     		N/A PC Choose 180 Program 4,000
    COMMUNITY LUNCH ON CAPITOL HILL
    1710 11TH AVE
    SEATTLE,WA98122     		N/A PC lunch program 1,500
    COMMUNITY LUNCH ON CAPITOL HILL
    1710 11TH AVE
    SEATTLE,WA98122     		N/A PC lunch program 30,000
    CRISIS CONNECTIONS
    2901 3RD AVE
    SEATTLE,WA98121     		N/A PC General & Unrestricted 5,000
    CRISIS CONNECTIONS
    2901 3RD AVE
    SEATTLE,WA98121     		N/A PC CC Cares Program 5,000
    DAWN - DOMESTIC ABUSE WOMENS NETWORK
    PO BOX 1449
    KENT,WA98035     		N/A PC General & Unrestricted 20,000
    DEPRESSION AND BIPOLAR SUPPORT ALLIANCE
    55 E JACKSON BLVD STE 490
    CHICAGO,IL60604     		N/A PC General & Unrestricted 500
    DIVINE ALTERNATIVES FOR DADS SERVICES (DADS)
    5709 RAINIER AVE S
    SEATTLE,WA98118     		N/A PC General & Unrestricted 7,500
    DONT SHOOT PORTLAND
    1811 NW COUCH ST APT 303
    PORTLAND,OR97209     		N/A PC General & Unrestricted 500
    DOWNTOWN EMERGENCY SERVICE CENTER
    515 3RD AVE
    SEATTLE,WA98104     		N/A PC General & Unrestricted 250
    EASTWEST FOOD RESCUE
    17641 GARDEN WAY NE
    WOODINVILLE,WA98072     		N/A PC General & Unrestricted 10,000
    EL CENTRO DE LA RAZA
    2524 16TH AVE S
    SEATTLE,WA98144     		N/A PC General & Unrestricted 2,500
    EPIPHANY PARISH
    1805 38TH AVE
    SEATTLE,WA98122     		N/A PC General & Unrestricted 200
    EPIPHANY SCHOOL
    3611 E DENNY WAY
    SEATTLE,WA98122     		N/A PC General & Unrestricted 200
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 14,500
    EVERGREEN TREATMENT SERVICES
    1700 AIRPORT WAY S
    SEATTLE,WA98134     		N/A PC General & Unrestricted 250
    FACING HOMELESSNESS
    4001 9TH AVE NE
    SEATTLE,WA98105     		N/A PC General & Unrestricted 2,000
    FAIR ELECTIONS CENTER
    1825 K ST NW STE 450
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 400
    FAIRVOTE
    6930 CARROLL AVE STE 240
    TAKOMA PARK,MD20912     		N/A PC General & Unrestricted 250
    FAMILY PROMISE INC
    71 SUMMIT AVE
    SUMMIT,NJ07901     		N/A PC General & Unrestricted 250
    FARESTART
    700 VIRGINIA ST
    SEATTLE,WA98101     		N/A PC General & Unrestricted 31,000
    FOOD LIFELINE
    815 S 96TH ST
    SEATTLE,WA98108     		N/A PC General & Unrestricted 38,700
    FRANKLIN W OLIN COLLEGE OF ENGINEERING INC
    1000 OLIN WAY
    NEEDHAM,MA02492     		N/A PC General & Unrestricted 2,000
    FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE
    PO BOX 99608
    LAKEWOOD,WA98496     		N/A PC General & Unrestricted 1,000
    FRIENDS OF THE EARTH
    1101 15TH ST NW 11TH FLOOR
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 1,200
    FRIENDS OF THE EASTERN SIERRA AVALANCHE CENTER
    PO BOX 1675
    MAMMOTH LAKES,CA93546     		N/A PC General & Unrestricted 500
    FULL LIFE CARE
    800 JEFFERSON ST STE 620
    SEATTLE,WA98104     		N/A PC General & Unrestricted 5,000
    FUSE EDUCATION FUND
    PO BOX 4897
    SEATTLE,WA98194     		N/A PC Voter education and registration program 20,000
    FUSE EDUCATION FUND
    PO BOX 4897
    SEATTLE,WA98194     		N/A PC General & Unrestricted 10,000
    FUTUREWISE
    816 2ND AVE STE 200
    SEATTLE,WA98104     		N/A PC General & Unrestricted 300
    GIRLS ON THE RUN INTERNATIONAL
    6505 218TH ST SW STE 14
    MOUNTLAKE TER,WA98043     		N/A PC General & Unrestricted 200
    GIVEDIRECTLY INC
    CHURCH STREET STA PO BOX 3221
    NEW YORK,NY10008     		N/A PC General & Unrestricted 500
    GREATER SEATTLE BUREAU OF FEARLESS IDEAS
    PO BOX 30764
    SEATTLE,WA98113     		N/A PC Greenwood Storefront project 30,000
    GUIDE DOGS OF THE DESERT
    60735 DILLON RD
    WHITEWATER,CA92282     		N/A PC General & Unrestricted 400
    HANFORD CHALLENGE
    2719 E MADISON ST STE 304
    SEATTLE,WA98112     		N/A PC General & Unrestricted 21,000
    HENDERSON-NORWESTER CAMP
    PO BOX 1055
    EDMONDS,WA98020     		N/A PC General & Unrestricted 1,500
    HERO HOUSE
    12838 SE 40TH PL
    BELLEVUE,WA98006     		N/A PC General & Unrestricted 5,000
    HERO HOUSE
    12838 SE 40TH PL
    BELLEVUE,WA98006     		N/A PC Seattle Clubhouse PROGRAM 2,000
    HILLSIDE FELLOWSHIP
    5027 159TH PL SE
    BELLEVUE,WA98006     		N/A PC General & Unrestricted 100
    HISTORICAL SOCIETY OF SEATTLE & KING COUNTY
    PO BOX 80816
    SEATTLE,WA98108     		N/A PC General & Unrestricted 200
    HOMESIGHT
    5117 RAINIER AVE S
    SEATTLE,WA98118     		N/A PC Small Business Help Program 35,000
    HUNGER INTERVENTION PROGRAM
    3841 NE 123RD ST
    SEATTLE,WA98125     		N/A PC General & Unrestricted 500
    IMMIGRATION COUNSELING SERVICE INC
    PO BOX 40248
    PORTLAND,OR97240     		N/A PC General & Unrestricted 500
    INTEGRATED REFUGEE & IMMIGRANT SERVICES INC
    235 NICOLL ST FLOOR 2
    NEW HAVEN,CT06511     		N/A PC General & Unrestricted 100
    INVICTUS FOUNDATION
    5412 NE 6TH CT
    RENTON,WA98059     		N/A PC General & Unrestricted 5,000
    INYO MONO ADVOCATES FOR COMMUNITY ACTION INC
    137 E S ST
    BISHOP,CA93514     		N/A PC General & Unrestricted 1,000
    ISSAQUAH FOOD & CLOTHING BANK
    179 1ST AVE SE
    ISSAQUAH,WA98027     		N/A PC General Operations Fund 2,500
    JUBILEE WOMENS CENTER
    620 18TH AVE E
    SEATTLE,WA98112     		N/A PC General & Unrestricted 3,000
    JUMPING MOUSE CHILDRENS CENTER
    1809 SHERIDAN ST
    PORT TOWNSEND,WA98368     		N/A PC General & Unrestricted 5,000
    KCRW FOUNDATION INC
    1900 PICO BLVD
    SANTA MONICA,CA90405     		N/A PC General & Unrestricted 500
    KENT YOUTH AND FAMILY SERVICES
    232 2ND AVE S STE 201
    KENT,WA98032     		N/A PC General & Unrestricted 10,000
    KITTITAS CONSERVATION TRUST
    PO BOX 428
    ROSLYN,WA98941     		N/A PC General & Unrestricted 1,000
    KUOW-PUGET SOUND PUBLIC RADIO
    4518 UNIVERSITY WAY NE STE 310
    SEATTLE,WA98105     		N/A PC General & Unrestricted 350
    LAKESIDE SCHOOL
    14050 1ST AVE NE
    SEATTLE,WA98125     		N/A PC Annual Fund 100
    LANGSTON
    104 17TH AVE S
    SEATTLE,WA98144     		N/A PC General & Unrestricted 5,500
    LEE INITIATIVE INC
    610 W MAGNOLIA AVE
    LOUISVILLE,KY40208     		N/A PC Seattle Restaurant Workers Relief Program 5,000
    LEE INITIATIVE INC
    610 W MAGNOLIA AVE
    LOUISVILLE,KY40208     		N/A PC Seattle Restaurant Workers Relief Program 25,000
    LEE INITIATIVE INC
    610 W MAGNOLIA AVE
    LOUISVILLE,KY40208     		N/A PC Seattle Restaurant Workers Relief Program 1,500
    LEE INITIATIVE INC
    610 W MAGNOLIA AVE
    LOUISVILLE,KY40208     		N/A PC Seattle Initiative 5,000
    LEE INITIATIVE INC
    610 W MAGNOLIA AVE
    LOUISVILLE,KY40208     		N/A PC Seattle Restaurant Workers Relief Program 25,000
    LEGAL AID FOUNDATION OF LOS ANGELES
    1550 W 8TH ST
    LOS ANGELES,CA90017     		N/A PC General & Unrestricted 500
    LIGHTHOUSE FOR THE BLIND INC
    2501 S PLUM ST
    SEATTLE,WA98144     		N/A PC Tech Training Initiative 1,000
    LOS ANGELES COUNTY BICYCLE COALITION
    634 SOUTH SPRING ST SUITE 821
    LOS ANGELES,CA90014     		N/A PC General & Unrestricted 250
    LOVELAND FOUNDATION INC
    320 7TH AVE 263
    BROOKLYN,NY11215     		N/A PC General & Unrestricted 1,000
    LOW INCOME HOUSING INSTITUTE
    1253 S JACKSON ST STE A
    SEATTLE,WA98144     		N/A PC Urban Rest Stop Initiative 30,000
    LOW INCOME HOUSING INSTITUTE
    1253 S JACKSON ST STE A
    SEATTLE,WA98144     		N/A PC Small Home Village program at Sand Point in Seattle, WA 360,000
    MARYS PLACE
    2321 HOYT AVE
    EVERETT,WA98201     		N/A PC General & Unrestricted 250
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 500
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065     		N/A PC SHELLEY'S SPINNERS TEAM FUND 5,000
    MENTAL HEALTH CHAPLAINCY
    PO BOX 19504
    SEATTLE,WA98109     		N/A PC General & Unrestricted 9,500
    METHOW CONSERVANCY
    PO BOX 71
    WINTHROP,WA98862     		N/A PC General & Unrestricted 200
    METHOW VALLEY SPORTS TRAILS ASSOCIATION
    PO BOX 147
    WINTHROP,WA98862     		N/A PC General & Unrestricted 150
    MISSION TO SEAFARERS
    3568 W MARGINAL WAY SW
    SEATTLE,WA98106     		N/A PC Seattle Seafarers Center 1,000
    MITCHELL COLLEGE
    437 PEQUOT AVE
    NEW LONDON,CT06320     		N/A PC General & Unrestricted 1,000
    MORNINGSIDE ACADEMY
    901 LENORA ST
    SEATTLE,WA98121     		N/A PC General & Unrestricted 250
    MOUNTAIN RESCUE ASSOCIATION
    PO BOX 880868
    SAN DIEGO,CA92168     		N/A PC General & Unrestricted 100
    MULTI-SERVICE CENTER
    PO BOX 23699
    FEDERAL WAY,WA98093     		N/A PC General & Unrestricted 4,000
    MUTT SCOUTS
    3318 WINLOW ST
    SAN DIEGO,CA92105     		N/A PC General & Unrestricted 100
    NAMI EASTSIDE
    16225 NE 87TH ST A-9
    REDMOND,WA98052     		N/A PC General & Unrestricted 5,000
    NAMI SEATTLE
    802 NW 70TH ST
    SEATTLE,WA98117     		N/A PC General & Unrestricted 500
    Nathan Hale High School
    10750 30 AV NE
    SEATTLE,WA98125     		N/A GOV General & Unrestricted 1,000
    NATHAN HALE HIGH SCHOOL FOUNDATION
    PO BOX 51221
    SEATTLE,WA98115     		N/A PC ROBOTICS TEAM FUND 1,000
    NATIONAL ARBOR DAY FOUNDATION
    211 N 12TH ST STE 501
    LINCOLN,NE68508     		N/A PC General & Unrestricted 500
    NATIONAL COUNCIL FOR INCARCERATED AND FORMERLY INC
    100R WARREN ST
    ROXBURY,MA02119     		N/A PC General & Unrestricted 10,000
    NATIONAL DAY LABORER ORGANIZING NETWORK
    675 PARK VIEW ST SUITE B
    LOS ANGELES,CA90057     		N/A PC General & Unrestricted 500
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279     		N/A PC General & Unrestricted 300
    NAVOS
    2600 SW HOLDEN ST
    SEATTLE,WA98126     		N/A PC General & Unrestricted 5,000
    NEW HORIZONS MINISTRIES
    2709 3RD AVE
    SEATTLE,WA98121     		N/A PC General & Unrestricted 2,500
    NORTH HELPLINE
    12736 33RD AVE NE STE 100
    SEATTLE,WA98125     		N/A PC General & Unrestricted 2,500
    NORTHSHORE SENIOR CENTER
    10201 E RIVERSIDE DR
    BOTHELL,WA98011     		N/A PC General & Unrestricted 800
    NORTHWEST AFRICAN AMERICAN MUSEUM INC
    2300 S MASSACHUSETTS ST
    SEATTLE,WA98144     		N/A PC General & Unrestricted 2,000
    NORTHWEST AVALANCHE CENTER
    15600 NE 8TH ST STE B1 711
    BELLEVUE,WA98008     		N/A PC General & Unrestricted 500
    NORTHWEST IMMIGRANT RIGHTS PROJECT
    615 2ND AVE STE 400
    SEATTLE,WA98104     		N/A PC General & Unrestricted 5,000
    NORTHWEST SCHOOL OF WOODEN BOAT BUILDING
    42 N WATER ST
    PORT HADLOCK,WA98339     		N/A PC General & Unrestricted 10,000
    NORTHWEST SCHOOL OF WOODEN BOAT BUILDING
    42 N WATER ST
    PORT HADLOCK,WA98339     		N/A PC Pay-it-forward Program 30,000
    NORTHWEST THERAPEUTIC RIDING CENTER
    1884 KELLY RD
    BELLINGHAM,WA98226     		N/A PC General & Unrestricted 2,500
    NORTHWEST YOUTH SERVICE
    108 PROSPECT ST
    BELLINGHAM,WA98225     		N/A PC General & Unrestricted 4,000
    OPERATION NIGHTWATCH
    PO BOX 21181
    SEATTLE,WA98111     		N/A PC General & Unrestricted 1,000
    OPERATION NIGHTWATCH
    PO BOX 21181
    SEATTLE,WA98111     		N/A PC Charitable Event 12,500
    OPERATION NIGHTWATCH
    PO BOX 21181
    SEATTLE,WA98111     		N/A PC Charitable Event 12,500
    OREGON TRAIL OF HOPE
    1616 NW 13TH AVE
    PORTLAND,OR97209     		N/A PC General & Unrestricted 1,500
    ORGANIZATION FOR PROSTITUTION SURVIVORS
    PO BOX 22635
    SEATTLE,WA98122     		N/A PC General & Unrestricted 2,500
    OUTDOOR OUTREACH
    5275 MARKET ST STE 21
    SAN DIEGO,CA92114     		N/A PC General & Unrestricted 250
    OVERLAKE SERVICE LEAGUE DBA BELLEVUE LIFESPRING
    302 BELLEVUE SQ
    BELLEVUE,WA98004     		N/A PC COVID-19 Response Fund 2,500
    OVERLAKE SERVICE LEAGUE DBA BELLEVUE LIFESPRING
    302 BELLEVUE SQ
    BELLEVUE,WA98004     		N/A PC General & Unrestricted 2,500
    PASADENA HUMANE SOCIETY
    361 S RAYMOND AVE
    PASADENA,CA91105     		N/A PC General & Unrestricted 100
    PAWSITIVE ALLIANCE
    14150 NE 20TH ST STE F1 233
    BELLEVUE,WA98007     		N/A PC Veterinary Care for Pets of Seattle's Homeless 2,500
    PEORIA HOME
    3331 BROADWAY 6
    EVERETT,WA98201     		N/A PC General & Unrestricted 2,500
    PHINNEY NEIGHBORHOOD ASSOCIATION
    6532 PHINNEY AVE N
    SEATTLE,WA98103     		N/A PC Greenwood Seniors Program 1,000
    PIKE MARKET SENIOR CENTER
    85 PIKE ST SUITE 200
    SEATTLE,WA98101     		N/A PC General & Unrestricted 10,000
    PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND THE
    2001 E MADISON ST
    SEATTLE,WA98122     		N/A PC General & Unrestricted 11,500
    PORTLAND HOMELESS FAMILY SOLUTIONS
    6220 SE 92ND AVE
    PORTLAND,OR97266     		N/A PC General & Unrestricted 7,500
    PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
    700 EXCHANGE ST
    MIDDLEBURY,VT05753     		N/A PC General & Unrestricted 250
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC General & Unrestricted 250
    PROGRAM FOR EARLY PARENT SUPPORT
    4649 SUNNYSIDE AVE N STE 324
    SEATTLE,WA98103     		N/A PC General & Unrestricted 500
    PUBLIC JUSTICE CENTER INC
    201 N CHARLES ST STE 1200
    BALTIMORE,MD21201     		N/A PC General & Unrestricted 250
    PUSHING BOUNDARIES
    4162 148TH AVE NE
    REDMOND,WA98052     		N/A PC General & Unrestricted 1,000
    RAGGED MOUNTAIN FOUNDATION INC
    PO BOX 948
    SOUTHINGTON,CT06489     		N/A PC General & Unrestricted 350
    RAINIER VALLEY FOOD BANK
    4205 RAINIER AVE S
    SEATTLE,WA98118     		N/A PC General & Unrestricted 500
    RE SOURCES
    2309 MERIDIAN ST
    BELLINGHAM,WA98225     		N/A PC Community Jobs Training Program (CJTP) 5,000
    RE SOURCES
    2309 MERIDIAN ST
    BELLINGHAM,WA98225     		N/A PC General & Unrestricted 15,000
    REAL CHANGE HOMELESS EMPOWERMENT PROJECT
    219 1ST AVE S STE 220
    SEATTLE,WA98104     		N/A PC General & Unrestricted 31,000
    REAL CHANGE HOMELESS EMPOWERMENT PROJECT
    219 1ST AVE S STE 220
    SEATTLE,WA98104     		N/A PC Vendor's Relief Fund 13,500
    REAL CHANGE HOMELESS EMPOWERMENT PROJECT
    219 1ST AVE S STE 220
    SEATTLE,WA98104     		N/A PC Vendor's Relief Fund 1,500
    RED BADGE PROJECT
    1111 3RD AVE STE 3000
    SEATTLE,WA98101     		N/A PC General & Unrestricted 5,000
    REIMAGINE INC
    660 4TH ST 281
    SAN FRANCISCO,CA94107     		N/A PC Masks for The Mourning Project 12,000
    RENAISSANCE 21
    10911 FOREST AVE S
    SEATTLE,WA98178     		N/A PC General & Unrestricted 500
    RENTON AREA YOUTH AND FAMILY SERVICES
    1025 SOUTH 3RD ST
    RENTON,WA98057     		N/A PC General & Unrestricted 1,000
    RIVER RESTORATION NORTHWEST INC
    PO BOX 4962
    PORTLAND,OR97208     		N/A PC General & Unrestricted 200
    ROCK THE VOTE
    1440 G ST NW
    WASHINGTON,DC20005     		N/A PC Voter education and registration Fund 20,000
    SANCTUARY ART CENTER
    1604 NE 50TH ST
    SEATTLE,WA98105     		N/A PC Greenwood Storefront project 60,000
    SARANAC LAKE INTERFAITH FOOD PANTRY
    PO BOX 532
    SARANAC LAKE,NY12983     		N/A PC General & Unrestricted 250
    SAWHORSE REVOLUTION
    801 2ND AVE
    SEATTLE,WA98104     		N/A PC General & Unrestricted 5,000
    SEATTLE AUDUBON SOCIETY
    8050 35TH AVE NE -
    SEATTLE,WA98115     		N/A PC General & Unrestricted 1,000
    SEATTLE GOODWILL INDUSTRIES
    700 DEARBORN PL S
    SEATTLE,WA98144     		N/A PC General & Unrestricted 500
    SEATTLE HOMELESS OUTREACH
    12345 LAKE CITY WAY NE BOX 177
    SEATTLE,WA98125     		N/A PC to help homeless in Lake City 2,000
    SEATTLE MUSICIANS ACCESS TO SUSTAINABLE HEALTHCARE
    28025 137TH AVE SW
    VASHON,WA98070     		N/A PC General & Unrestricted 250
    SENIOR HOUSING ASSISTANCE GROUP
    14400 TUKWILA
    TUKWILA,WA98168     		N/A PC General & Unrestricted 2,500
    SENIOR SERVICES FOR SOUTH SOUND
    222 COLUMBIA ST NE
    OLYMPIA,WA98501     		N/A PC General & Unrestricted 1,000
    SENIOR SERVICES OF SNOHOMISH COUNTY
    5026 196TH ST SW
    LYNNWOOD,WA98036     		N/A PC General & Unrestricted 1,000
    SEQUOIA PARKS CONSERVANCY
    47050 GENERALS HWY UNIT 10
    THREE RIVERS,CA93271     		N/A PC General & Unrestricted 250
    SHORELINE COMMUNITY COLLEGE FOUNDATION
    16101 GREENWOOD AVE N
    SHORELINE,WA98133     		N/A PC HOUSING SUPPORT FUND 3,000
    SKAGITONIANS TO PRESERVE FARMLAND
    PO BOX 2405
    MOUNT VERNON,WA98273     		N/A PC General & Unrestricted 4,000
    SO CAL SNOW AVALANCHE CENTER
    PO BOX 214
    TUJUNGA,CA91043     		N/A PC General & Unrestricted 250
    SOUND GENERATIONS
    2208 2ND AVENUE
    SEATTLE,WA98121     		N/A PC Meals on Wheels program 1,000
    SOUTH WHIDBEY GOOD CHEER INC
    PO BOX 144
    LANGLEY,WA98260     		N/A PC General & Unrestricted 500
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 SOUTH RAYMOND AVE
    PASADENA,CA91105     		N/A PC General & Unrestricted 500
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 250
    STOLENYOUTH
    3101 E MADISON ST STE 2
    SEATTLE,WA98112     		N/A PC General & Unrestricted 2,500
    STRATEGIES FOR YOUTH INC
    PO BOX 390174
    CAMBRIDGE,MA02139     		N/A PC General & Unrestricted 50,000
    SUMMER SCIENCE PROGRAM INC
    11010 LAKE GROVE BLVD STE 100418
    MORRISVILLE,NC27560     		N/A PC General & Unrestricted 800
    TACOMA-PIERCE COUNTY BLOOD BANK
    PO BOX 2113
    TACOMA,WA98401     		N/A PC General & Unrestricted 5,000
    TECHNOLOGY ACCESS FOUNDATION
    605 SW 108TH ST
    SEATTLE,WA98146     		N/A PC General & Unrestricted 900
    TEEN FEED
    4740 B UNIVERSITY WAY NE
    SEATTLE,WA98105     		N/A PC General & Unrestricted 250
    TEEN FEED
    4740 B UNIVERSITY WAY NE
    SEATTLE,WA98105     		N/A PC Street Talk Program 1,000
    THE WASHINGTON BUS EDUCATION FUND
    307 3RD AVE S STE 530
    SEATTLE,WA98104     		N/A PC Charitable Event 2,500
    THE WASHINGTON BUS EDUCATION FUND
    307 3RD AVE S STE 530
    SEATTLE,WA98104     		N/A PC Voter education and registration program 20,000
    THE ACCESS FUND
    PO BOX 17010
    BOULDER,CO80308     		N/A PC General & Unrestricted 250
    THE MUSTARD SEED PROJECT OF KEY PENINSULA
    PO BOX 182
    VAUGHN,WA98394     		N/A PC General & Unrestricted 10,000
    THE PRISON SCHOLAR FUND
    1752 NW MARKET ST 953
    SEATTLE,WA98107     		N/A PC Box Lunch Program 41,500
    THE WOODEN FLOOR FOR YOUTH MOVEMENT
    1810 N MAIN ST
    SANTA ANA,CA92706     		N/A PC General & Unrestricted 200
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139     		N/A PC Florida Rights Restoration Coalition Education Fund 67,000
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139     		N/A PC Florida Rights Restoration Coalition Education Fund 20,000
    TIDES FOUNDATION
    PO BOX 399389
    SAN FRANCISCO,CA94139     		N/A PC Education Fund 5,000
    TRANSITIONAL RESOURCES
    2970 SW AVALON WAY
    SEATTLE,WA98126     		N/A PC General & Unrestricted 2,250
    TUNE IN TO NATURE ORG
    PO BOX 99456
    SEATTLE,WA98139     		N/A PC Bird Note Program 1,000
    TUPPER LAKE COMMUNITY FOOD PANTRY
    179 DEMARS BLVD
    TUPPER LAKE,NY12986     		N/A PC General & Unrestricted 500
    UNION STATION HOMELESS SERVICES
    825 E ORANGE GROVE BLVD
    PASADENA,CA91104     		N/A PC General & Unrestricted 400
    UNIVERSITY CHILD DEVELOPMENT SCHOOL
    5062 9TH AVE NE
    SEATTLE,WA98105     		N/A PC General & Unrestricted 1,500
    UNIVERSITY DISTRICT SERVICE LEAGUE
    5017 ROOSEVELT WAY NE
    SEATTLE,WA98105     		N/A PC General & Unrestricted 500
    URBAN BUSINESS SUPPORT
    1449 ROOKLIDGE ST
    DUPONT,WA98327     		N/A PC General & Unrestricted 5,000
    VASHON-MAURY SENIOR CENTER
    PO BOX 848
    VASHON,WA98070     		N/A PC General & Unrestricted 1,000
    VILLAGE THEATRE
    303 FRONT ST N
    ISSAQUAH,WA98027     		N/A PC General & Unrestricted 250
    VINE MAPLE PLACE
    PO BOX 1092
    MAPLE VALLEY,WA98038     		N/A PC General & Unrestricted 1,000
    WASHINGTON FERRET ASSOCIATION
    12514 128TH LN NE
    KIRKLAND,WA98034     		N/A PC General & Unrestricted 1,000
    WASHINGTON STATE UNIVERSITY
    PO BOX 641024
    PULLMAN,WA99164     		N/A PC General & Unrestricted 250
    WASHINGTON STATE UNIVERSITY FOUNDATION
    PO BOX 641927
    PULLMAN,WA99164     		N/A PC Elson S Floyd College of Medicine Scholarship Fund 120,000
    WHATCOM FAMILY YOUNG MENS CHRISTIAN ASSOCIATION
    1256 N STATE ST
    BELLINGHAM,WA98225     		N/A PC Emergency Childcare for Essential Workers Program 5,000
    WHATCOM LAND TRUST
    PO BOX 6131
    BELLINGHAM,WA98227     		N/A PC General & Unrestricted 2,000
    WHIDBEY ISLAND HOSPITAL FOUNDATION
    PO BOX 641
    COUPEVILLE,WA98239     		N/A PC Automated External Defibrillation Equipment fund 3,500
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090     		N/A PC General & Unrestricted 250
    WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC
    120 BROADWAY STE 1750
    NEW YORK,NY10271     		N/A PC General & Unrestricted 1,000
    WORLD WITHOUT HATE INC
    140 LAKESIDE AVE STE 31A
    SEATTLE,WA98122     		N/A PC General & Unrestricted 10,000
    YOUTHCARE
    2500 NE 54TH ST
    SEATTLE,WA98105     		N/A PC General & Unrestricted 20,000
    Total .................................bullet 3a 1,777,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    14 575  
    4 Dividends and interest from securities....     14 876,832  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    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 27,968  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    01 5,934  
    bINTEREST INCOME FROM NOTES     14 33,700  
    cINTEREST INCOME FROM LOANS     14 9,494  
    dINTEREST INCOME FROM PRIS         14,146
    e
    12 Subtotal. Add columns (b), (d), and (e)..   954,503 14,146
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    968,649
    (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.)
    11 Income earned from program related investment loans provided to protect wildlife in Whatcome County and to promote affordable homeownership opportunities.
    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 CompensationExplanation
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    Person Name Explanation
    Christopher R Backus * Removed from position in 2020

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

    TY 2020 DepreciationSchedule
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    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

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALABAMA POWER CO - 3.550% - 12 149,560 163,246
    ALPHABET INC CL C - 3.375% - 0 150,894 164,116
    APPLE INC - 2.500% - 02/09/202 235,868 269,755
    APPLE INC NOTE CALL - 3.350% - 209,440 233,860
    AUTOMATIC DATA PROCESSING - 3. 468,069 517,808
    BERKSHIRE HATHAWAY ENERGY - 3. 76,312 85,298
    BERKSHIRE HATHAWAY FIN CORP - 101,392 100,102
    BERKSHIRE HATHAWAY INC DEL - 3 254,065 258,374
    CHEVRON CORP - 2.198% - 03/03/ 116,806 116,872
    COCA COLA CO - 2.125% - 09/06/ 113,333 122,953
    COCA COLA CO - 2.900% - 05/25/ 242,340 278,400
    COCA COLA CO NOTE - 2.550% - 0 76,240 81,980
    COMWLTH EDISON CO - 3.400% - 0 101,006 101,259
    COSTCO - 3.000% - 05/17/2027 185,517 207,596
    COSTCO WHSL CORP - 2.300% - 05 145,586 153,949
    DISNEY WALT CO - 2.950% - 06/1 249,578 277,803
    DISNEY WALT CO - 3.000% - 02/1 153,834 166,566
    DUKE ENERGY OHIO 1MTG BD - 3.8 101,143 107,998
    GOOGLE INC - 3.375% - 02/25/20 359,899 382,940
    HOME DEPOT - 2.625% - 06/01/20 175,485 180,384
    HOME DEPOT INC - 2.950% - 06/1 80,771 90,935
    ILLINIOS TOOL - 3.500% - 03/01 252,000 271,500
    JOHN DEERE CAPITAL CORP - 2.60 187,299 187,364
    JOHNSON & JOHNSON - 2.950% - 0 84,098 95,126
    LILLY ELI &CO - 3.100% - 05/15 232,369 258,284
    LILLY ELI &CO NOTE - 2.750% - 95,583 109,130
    MERCK & CO INC - 1.450% - 06/2 141,799 141,221
    MICROSOFT CORP - 3.125% - 11/0 98,707 111,794
    MICROSOFT CORP NOTE - 3.300% - 100,775 114,106
    MICROSOFT CORP NOTE CALL - 2.8 151,481 161,123
    NIKE INC NOTE CALL - 2.375% - 287,244 332,604
    PACIFICORP NOTE - 3.850% - 06/ 101,238 100,692
    PEPSICO INC - 2.750% - 03/01/2 193,534 211,162
    PEPSICO INC - 2.750% - 04/30/2 240,148 272,125
    PEPSICO INC - 3.000% - 10/15/2 95,967 112,804
    PFIZER INC - 2.950% - 03/15/20 141,985 151,046
    PFIZER INC - 3.000% - 12/15/20 99,214 112,754
    POTOMAC ELEC PWR CO - 3.600% - 203,633 217,025
    PRECISION CASTPARTS CORP - 2.5 249,591 259,723
    PROCTER AND GAMBLE CO - 2.850% 150,676 173,033
    SHELL INTL FIN - 2.250% - 01/0 245,114 259,655
    SNAP ON INC NOTE CALL - 3.250% 20,179 22,270
    STARBUCKS CORP - 2.450% - 06/1 332,419 378,228
    STARBUCKS CORP - 2.700% - 06/1 100,427 103,185
    TOTAL CAPITAL - 2.700% - 01/25 100,377 104,843
    VIRGINIA ELEC & PWR CO - 2.950 353,670 357,159
    VIRGINIA ELEC & PWR CO - 3.450 101,331 104,117
    WAL MART - 3.300% - 04/22/2024 304,695 326,966

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 346,466 338,044
    ABB LTD 316,220 455,161
    ABBOTT LABS 357,316 1,008,622
    ABBVIE INC 121,848 301,413
    ALPHABET INC CL C 201,544 663,963
    AMEREN ILL PUB 4.25 263,231 350,738
    AMEREN ILL PUB 5.16 150,750 179,975
    AMGEN INC 13,273 13,565
    APPLE INC 206,571 1,157,588
    AUTOMATIC DATA PROCESSING INC 177,444 731,230
    BAXTER INTERNATIONAL INC 148,900 142,586
    BOSWELL JG CO COM 143,211 147,200
    BROADRIDGE FINANCIAL 235,672 359,867
    CARRIER GLOBAL 312,391 686,353
    CHAUTAUQUA INTERNATIONAL GROWT 382,793 631,669
    CHEVRON CORP 51,865 84,450
    CISCO SYSTEMS INC 223,058 247,468
    CME GROUP, INC 321,331 357,728
    COLUMBIA SPORTSWEAR CO 284,706 334,840
    CONNECTICUT LIGHT PREFERRED L 71,960 83,692
    COSTCO WHOLESALE CORPORATION 202,854 259,601
    DIGITAL RLTY TR INC 299,102 294,227
    ECOLAB INC 283,027 339,036
    EQUINIX, INC 54,508 346,377
    FIDELITY NATIONAL FINANCIAL IN 168,349 217,223
    FIRST NATIONAL BANK - AK 1,585,500 1,301,299
    FRMRS & MRCHNT BK LONG BEACH C 649,600 768,500
    HOME DEPOT INC 240,316 335,478
    ILLINOIS TOOL WORKS 19,567 22,427
    INDPLS PWR & LT 5.65 PFD 103,800 125,753
    ISHARES TRUST MSCI EAFE INDEX 332,571 291,840
    JOHNSON & JOHNSON 100,388 251,808
    KANSAS CITY SOUTHERN 365,167 714,455
    KIMBERLY CLARK CORP 333,994 303,502
    MCCORMICK & CO 295,086 601,324
    MCDONALD'S CORP 304,104 326,805
    MEDTRONIC PLC 315,772 385,859
    MERCK & CO INC 176,406 409,000
    MICROSOFT CORP 140,075 1,267,793
    MONARCH CEMENT CO 186,145 520,500
    NESTLE S.A 257,246 519,498
    NIAGARA MOHAWK POWER CORP PFD 60,838 81,375
    NSTAR ELECT 4.78 PFD 72,675 89,734
    PACCAR INC 345,443 638,472
    PAYCHEX 264,751 504,290
    PENTAIR INC. COM 310,582 439,214
    PEPSICO INC 330,390 354,734
    PFIZER INC 57,202 61,399
    POTLATCH CORP 239,141 419,318
    RAYTHEON TECHNOLOGIES CORP 171,713 190,503
    SEABOARD CORP 364,000 394,030
    SHERWIN-WILLIAMS CO 282,067 409,345
    STARBUCKS CORP COM 232,304 690,021
    SYSCO CORP 282,701 438,728
    UNION ELECTRIC CO 4.5% 174,125 210,520
    UNION PACIFIC 284,662 801,231
    VANGUARD FTSE EMERGING MARKETS 96,806 100,220
    VANGUARD MID-CAP GROWTH ETF 83,927 173,897
    VERISIGN INC 90,239 106,036
    VIATRIS ORD SHS 3,126 3,860
    VISA INC 92,291 120,302
    W T B FINL CORP CMT CL B 384,300 701,400
    WALT DISNEY HOLDINGS CO 206,122 373,412
    WEYERHAEUSER CO 116,117 251,475
    XILINX INC 193,767 701,762
    XYLEM INC 195,244 763,425
    ZIMMER BIOMET HOLDINGS 94,848 128,203
    ZOETIS INC 92,820 120,153

    TY 2020 OtherAssetsSchedule
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRI - WHATCOM LAND TRUST - 2%   100,000 100,000
    PRI - WHATCOM LAND TRUST - 3%   75,000 75,000
    PRI - HOMESIGHT   400,000 400,000


    TY 2020 OtherExpensesSchedule
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 73,960     73,960
    STATE OR LOCAL FILING FEES 35     35


    TY 2020 OtherIncomeSchedule2
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Federal Tax Refund 5,934    
    INTEREST INCOME FROM NOTES 33,700 33,700  
    INTEREST INCOME FROM LOANS 9,494 9,494  
    INTEREST INCOME FROM PRIS 14,146 14,146 14,146


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

    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    CAPITOL HILL HOUSING   175,000 690,000 2018-10 2021-09 INT QRTLY, PRIN AND INT DUE ON MATURITY DATE 3 % NONE PREDEVELOPMENT EXPENSES FOR BORROWERS PROJECTS N/A CONVERSION OF LLC TO NOTE  
    FARM POWER NORTHWEST   185,718 185,715 2009-01 2020-12 QUARTERLY INTEREST 7 % NONE BUY BACK LLC INTEREST N/A CONVERSION OF LLC TO NOTE 185,715

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 96,566 96,566    


    TY 2020 TaxesSchedule
    Name:
    Lucky Seven Foundation
    EIN:
    91-1722000
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 8,700      
    Foreign Tax Paid 4,324 4,324