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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
MOUNT BAKER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2219 RIMLAND DRIVE 301
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BELLINGHAM, WA98226
A Employer identification number

61-1862747
B Telephone number (see instructions)

(360) 393-2599
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$42,225,548
J 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) 6,751,748
2 Check bullet.............
3 Interest on savings and temporary cash investments 173 173  
4 Dividends and interest from securities... 837,696 837,696  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,756,387
b Gross sales price for all assets on line 6a 5,038,018
7 Capital gain net income (from Part IV, line 2)... 1,756,387
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 9,346,004 2,594,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 34,527 0   34,527
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,428 0   2,373
b Accounting fees (attach schedule)....... 23,656 0   19,191
c Other professional fees (attach schedule).... 185,036 41,036   144,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 42,120 20,256   3,323
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 7,396 0   7,396
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 105,097 0   102,200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 400,260 61,292   313,010
25 Contributions, gifts, grants paid....... 2,881,580 2,050,779
26 Total expenses and disbursements. Add lines 24 and 25 3,281,840 61,292   2,363,789
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,064,164
b Net investment income (if negative, enter -0-) 2,532,964
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 122,482 79,658 79,658
2 Savings and temporary cash investments......... 15,282    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 1,000 200,000 200,000
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.......... 1,625 1,560 1,560
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 33,383,039 Click to see attachment41,944,330 41,944,330
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).......... 576,132 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,099,560 42,225,548 42,225,548
Liabilities 17 Accounts payable and accrued expenses.......... 16,568 25,115
18 Grants payable................. 900,000 1,130,801
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) Click to see attachment53,320 Click to see attachment43,123
23 Total liabilities (add lines 17 through 22)......... 969,888 1,199,039
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........... 33,129,672 41,026,509
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)..... 33,129,672 41,026,509
30 Total liabilities and net assets/fund balances (see instructions). 34,099,560 42,225,548
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
33,129,672
2
Enter amount from Part I, line 27a .....................
2
6,064,164
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,832,673
4
Add lines 1, 2, and 3 ..........................
4
41,026,509
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
41,026,509
Form 990-PF (2021)
Form 990-PF (2021)
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 VANGUARD INTER-TERM INVEST-GR ADM     2021-03-09
b VANGUARD INTER-TERM INVEST-GR ADM     2021-03-09
c VANGUARD INTER-TERM INVEST-GR ADM     2021-03-22
d VANGUARD INTER-TERM INVEST-GR ADM     2021-03-23
e VANGUARD INTER-TERM INVEST-GR ADM     2021-03-24
VANGUARD INTER-TERM INVEST-GR ADM     2021-06-01
VANGUARD INTER-TERM INVEST-GR ADM     2021-10-06
VANGUARD INTER-TERM INVEST-GR ADM     2021-10-07
VANGUARD LONG-TERM INVEST-GR ADM     2021-03-23
VANGUARD LONG-TERM INVEST-GR ADM     2021-03-24
VANGUARD LONG-TERM INVEST-GR ADM     2021-06-01
VANGUARD LONG-TERM INVEST-GR ADM     2021-10-06
VANGUARD LONG-TERM INVEST-GR ADM     2021-10-07
VANGUARD SHORT-TERM INVEST-GR ADM     2021-03-22
VANGUARD SHORT-TERM INVEST-GR ADM     2021-03-23
VANGUARD SHORT-TERM INVEST-GR ADM     2021-03-24
VANGUARD SHORT-TERM INVEST-GR ADM     2021-05-06
VANGUARD SHORT-TERM INVEST-GR ADM     2021-08-05
VANGUARD SHORT-TERM INVEST-GR ADM     2021-11-04
VANGUARD TOT INTL BOND IX ADMIRAL     2021-03-22
VANGUARD TOT INTL BOND IX ADMIRAL     2021-03-23
VANGUARD TOT INTL BOND IX ADMIRAL     2021-03-24
VANGUARD TOT INTL BOND IX ADMIRAL     2021-10-06
VANGUARD TOT INTL BOND IX ADMIRAL     2021-10-07
VANGUARD TOT INTL STOCK IX INST     2021-03-08
VANGUARD TOT INTL STOCK IX INST     2021-03-12
VANGUARD TOT INTL STOCK IX INST     2021-03-12
VANGUARD TOT INTL STOCK IX INST     2021-03-18
VANGUARD TOT INTL STOCK IX INST     2021-03-22
VANGUARD TOT INTL STOCK IX INST     2021-03-23
VANGUARD TOT INTL STOCK IX INST     2021-04-20
VANGUARD TOT INTL STOCK IX INST     2021-06-01
VANGUARD TOTAL BOND MKT INDEX ADM     2021-03-22
VANGUARD TOTAL BOND MKT INDEX ADM     2021-03-23
VANGUARD TOTAL BOND MKT INDEX ADM     2021-03-24
VANGUARD TOTAL BOND MKT INDEX ADM     2021-10-06
VANGUARD TOTAL BOND MKT INDEX ADM     2021-10-07
VANGUARD TOTAL MKT IDX INST     2021-03-08
VANGUARD TOTAL MKT IDX INST     2021-03-12
VANGUARD TOTAL MKT IDX INST     2021-03-12
VANGUARD TOTAL MKT IDX INST     2021-03-12
VANGUARD TOTAL MKT IDX INST     2021-03-12
VANGUARD TOTAL MKT IDX INST     2021-03-18
VANGUARD TOTAL MKT IDX INST     2021-03-23
VANGUARD TOTAL MKT IDX INST     2021-04-20
VANGUARD TOTAL MKT IDX INST     2021-04-21
VANGUARD TOTAL MKT IDX INST     2021-06-01
VANGUARD TOTAL MKT IDX INST     2021-07-29
VANGUARD TOTAL MKT IDX INST     2021-08-04
VANGUARD TOTAL MKT IDX INST     2021-08-04
VANGUARD TOTAL MKT IDX INST     2021-08-27
VANGUARD TOTAL MKT IDX INST     2021-08-27
VANGUARD TOTAL MKT IDX INST     2021-09-02
VANGUARD TOTAL MKT IDX INST     2021-10-11
VANGUARD TOTAL MKT IDX INST     2021-11-15
VANGUARD TOTAL MKT IDX INST     2021-11-22
VANGUARD TOTAL MKT IDX INST     2021-11-22
VANGUARD TOTAL MKT IDX INST     2021-11-22
VANGUARD TOTAL MKT IDX INST     2021-11-24
VANGUARD TOTAL MKT IDX INST     2021-12-09
VANGUARD TOTAL MKT IDX INST     2021-12-10
VANGUARD INTER-TERM INVEST-GR ADM     2021-03-09
VANGUARD SHORT-TERM INVEST-GR ADM     2021-08-10
VANGUARD SHORT-TERM INVEST-GR ADM     2021-11-04
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 605,000   594,930 10,070
b 97,000   95,385 1,615
c 7,028   6,953 75
d 1,841   1,816 25
e 6,679   6,588 91
16,695   16,419 276
5,893   5,794 99
5,832   5,751 81
5,950   5,728 222
10,353   9,939 414
24,683   23,443 1,240
31,240   29,239 2,001
7,291   6,868 423
30,160   29,851 309
722   714 8
12,593   12,452 141
9,429   9,290 139
11,076   10,917 159
10,913   10,855 58
40,968   39,331 1,637
6,174   5,914 260
5,911   5,655 256
4,360   4,239 121
3,836   3,732 104
67,000   51,551 15,449
60,473   45,180 15,293
634,975   474,404 160,571
63,043   47,163 15,880
38,812   29,030 9,782
56,123   42,620 13,503
14,354   10,604 3,750
5,872   4,152 1,720
33,031   32,454 577
10,905   10,686 219
29,463   28,845 618
8,508   8,298 210
27,040   26,445 595
67,000   36,828 30,172
334,871   177,267 157,604
44,818   23,725 21,093
494,666   261,857 232,809
143,175   75,791 67,384
161,957   86,678 75,279
53,286   28,650 24,636
115,646   59,497 56,149
50,000   25,447 24,553
2,750   1,387 1,363
100,000   51,422 48,578
19,200   9,921 9,279
47,850   24,724 23,126
100,000   50,383 49,617
100,000   50,383 49,617
100,000   50,034 49,966
100,000   52,327 47,673
60,000   29,192 30,808
50,000   24,472 25,528
100,000   48,945 51,055
500,000   244,723 255,277
20,000   9,756 10,244
62,000   30,655 31,345
100,000   49,096 50,904
25,500   25,074 426
82   81 1
82   81 1
73,909     73,909
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       10,070
b       1,615
c       75
d       25
e       91
      276
      99
      81
      222
      414
      1,240
      2,001
      423
      309
      8
      141
      139
      159
      58
      1,637
      260
      256
      121
      104
      15,449
      15,293
      160,571
      15,880
      9,782
      13,503
      3,750
      1,720
      577
      219
      618
      210
      595
      30,172
      157,604
      21,093
      232,809
      67,384
      75,279
      24,636
      56,149
      24,553
      1,363
      48,578
      9,279
      23,126
      49,617
      49,617
      49,966
      47,673
      30,808
      25,528
      51,055
      255,277
      10,244
      31,345
      50,904
      426
      1
      1
      73,909
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 1,756,387
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 35,208
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 35,208
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,480
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 26,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,480
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 90
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 9,182
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,182 RefundedBullet 11 0
Part VI-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 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletMTBAKERFOUNDATION.ORG
    14
    The books are in care ofbulletSUMMIT BOOKKEEPING LLC Telephone no.bullet (360) 756-5020

    Located atbullet1530 BIRCHWOOD AVE SUITE DBELLINGHAMWA ZIP+4bullet98225
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    WILLIAM LOMBARD BOARD MEMBER/PAST PRESIDENT
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    JULIE JOHANSEN BOARD MEMBER/PAST PRESIDENT
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    CHAD NICKISCH TREASURER
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    IONE ADAMS VICE PRESIDENT
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    ETHEL ELSTON BOARD MEMBER
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    WILLIAM FREEMAN BOARD MEMBER
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    KEN GASS PRESIDENT
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    BARBARA JUAREZ SECRETARY
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    SALLYE QUINN BOARD MEMBER
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    SCOTT WALLACE BOARD MEMBER
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    RAJEEV MAJUMDAR BOARD MEMBER
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    DONNELL TANK TANKSLEY BOARD MEMBER
    2.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    DEBBIE AHL EXECUTIVE DIRECTOR
    40.00
    0 0 0
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    EDGEWATER ADVISING LLC (DEBBIE AHL) MANAGEMENT SERVICES 144,000
    49 STRAWBERRY POINT
    BELLINGHAM,WA98229
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    38,388,738
    b
    Average of monthly cash balances.......................
    1b
    93,141
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,481,879
    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
    38,481,879
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    577,228
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    37,904,651
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,895,233
    Part X
    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 IX, line 6..................
    1
    1,895,233
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    35,208
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,208
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,860,025
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,860,025
    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 XII, line 1 ...
    7
    1,860,025
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,860,025
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,453,452
    b Total for prior years:2019, 20, 20 256,203
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,363,789
    a Applied to 2020, but not more than line 2a 1,453,452
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment256,203
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 654,134
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    1,205,891
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    INDIVIDUALS WITH CKD VARIOUS UNDER
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    NONE I HOTEL STAY, UTILITIES ASSISTANCE, RENT ASSISTANCE, MEDICATION, GAS CARDS, EXPENSE REIMBURSEMENT 27,367
    INDIVIDUALS WITH CKD VARIOUS UNDER
    2219 RIMLAND DRIVE SUITE 301
    BELLINGHAM,WA98226
    NONE I DENTAL SERVICES ASSISTANCE 2,362
    LYDIA PLACE
    PO BOX 28487
    BELLINGHAM,WA98228
      PC CASE AND PROGRAM MANAGEMENT 150,000
    WHATCOM FAMILY YMCA
    1256 N STATE STREET
    BELLINGHAM,WA98225
      PC BLOOD PRESSURE SELF MONITORING 44,000
    OPPORTUNITY COUNCIL
    1111 CORNWALL AVE
    BELLINGHAM,WA98225
      PC COVID-19 RECOVERY 100,000
    CHUCKANUT HEALTH FOUNDATION
    1500 CORNWALL AVE 201
    BELLINGHAM,WA98225
      PC CHILDREN AND FAMILIES MESSAGING 50,000
    OPPORTUNITY COUNCIL
    1111 CORNWALL AVE
    BELLINGHAM,WA98225
      PC FAMILY HOUSING 50,000
    BELLINGHAM PUBLIC SCHOOLS FOUNDATION
    1306 DUPONT STREET
    BELLINGHAM,WA98225
      PC FSC FLEXIBLE FUND 20,000
    LHAQ'TEMISH FOUNDATION
    2665 KWINA ROAD
    BELLINGHAM,WA98226
      PC VACCINATION SUPPORT 10,000
    CHUCKANUT HEALTH FOUNDATION
    1500 CORNWALL AVE 201
    BELLINGHAM,WA98225
      PC GROUNDWATER WEBINAR 2,500
    WHATCOM FAMILY AND COMMUNITY NETWORK
    2303 MOORE STREET
    BELLINGHAM,WA98229
      PC PERINATAL MH 47,850
    BLAINE SCHOOL DISTRICT
    765 H STREET
    BLAINE,WA98230
      GOV FSC FLEXIBLE FUND 20,000
    FERNDALE SCHOOL DISTRICT
    6041 VISTA DRIVE
    FERNDALE,WA98248
      GOV FSC FLEXIBLE FUND 20,000
    LUMMI NATION EDUCATION DEPARTMENT
    2665 KWINA ROAD
    BELLINGHAM,WA98226
      GOV FSC FLEXIBLE FUND 20,000
    LYNDEN SCHOOL DISTRICT
    516 MAIN STREET
    LYNDEN,WA98264
      GOV FSC FLEXIBLE FUND 20,000
    MERIDIAN SCHOOL DISTRICT
    214 WEST LAUREL ROAD
    BELLINGHAM,WA98226
      GOV FSC FLEXIBLE FUND 20,000
    MT BAKER SCHOOL DISTRICT
    4956 DEMING ROAD
    DEMING,WA98244
      GOV FSC FLEXIBLE FUND 20,000
    NOOKSACK VALLEY SCHOOL DISTRICT
    3326 E BADGER ROAD
    EVERSON,WA98247
      GOV FSC FLEXIBLE FUND 20,000
    CHUCKANUT HEALTH FOUNDATION
    1500 CORNWALL AVE 201
    BELLINGHAM,WA98225
      PC RESULTS BASED ACCOUNTABILITY SESSIONS 30,000
    NOOKSACK INDIAN TRIBE
    PO BOX 157
    DEMING,WA98244
      GOV STARLINK 20,000
    WHATCOM COMMUNITY FOUNDATION
    1500 CORNWALL AVE 202
    BELLINGHAM,WA98225
      PC VACCINATION SUPPORT 7,500
    NORTHWEST INDIAN COLLEGE FOUNDATION
    2522 KWINA ROAD
    BELLINGHAM,WA98226
      PC SCHOLARSHIP 100,000
    WHATCOM COMMUNITY COLLEGE FOUNDATION
    237 W KELLOGG ROAD
    BELLINGHAM,WA98226
      PC SCHOLARSHIP 100,000
    WESTERN WASHINGTON UNIVERSITY FOUNDATION
    516 HIGH STREET
    BELLINGHAM,WA98225
      PC SCHOLARSHIP 100,000
    BELLINGHAM TECHNICAL COLLEGE FOUNDATION
    3028 LINDBERGH AVENUE
    BELLINGHAM,WA98225
      PC SCHOLARSHIP 100,000
    WASHINGTON STATE FAMILY & COMMUNITY ENGAGEMENT TRUST
    6628 212TH STREET SW SUITE 204
    LYNNWOOD,WA98036
      PC PARENT LEADERSHIP TRAINING INSTITUTE 19,200
    COMMUNITIES IN SCHOOLS
    2717 ALDERWOOD AVENUE
    BELLINGHAM,WA98225
      PC EXPANSION TO FERNDALE HIGH SCHOOL 100,000
    UNITY CARE NW
    220 UNITY STREET
    BELLINGHAM,WA98225
      PC WAY STATION 50,000
    CHUCKANUT HEALTH FOUNDATION
    1500 CORNWALL AVE 201
    BELLINGHAM,WA98225
      PC MUSICIAN STIPENDS FOR PHEALTH 4,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    4333 BROOKLYN AVE NE
    SEATTLE,WA98105
      PC KIDNEY RESEARCH INSTITUTE FELLOWSHIP 100,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    4333 BROOKLYN AVE NE
    SEATTLE,WA98105
      PC CENTER FOR DIALYSIS INNOVATION ON THE DIALYSIS VASCULAR ACCESS PROJECT 500,000
    HEALTH MINISTRIES NETWORK
    800 EAST CHESTNUT SUITE 1-A
    BELLINGHAM,WA98225
      PC BLOOD PRESSURE SELF MONITORING EXPANSION 6,000
    LHAQ'TEMISH FOUNDATION
    2665 KWINA ROAD
    BELLINGHAM,WA98226
      PC STUDENT SPACE EXPERIMENTS PROGRAM 50,000
    WHATCOM COMMUNITY FOUNDATION
    1500 CORNWALL AVE 202
    BELLINGHAM,WA98225
      PC FAMILY TAX CREDIT 20,000
    WHATCOM COMMUNITY FOUNDATION
    1500 CORNWALL AVE 202
    BELLINGHAM,WA98225
      PC RESILIENCY FUND - FLOODING 100,000
    Total .................................bullet 3a 2,050,779
    bApproved for future payment
    UNIVERSITY OF WASHINGTON FOUNDATION
    4333 BROOKLYN AVE NE
    SEATTLE,WA98105
      PC KIDNEY RESEARCH INSTITUTE FELLOWSHIP 830,801
    Total .................................bullet 3b 830,801
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 173  
    4 Dividends and interest from securities ....          
    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 1,756,387  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,594,256 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,594,256
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    MOUNT BAKER FOUNDATION
     
    Employer identification number

    61-1862747
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    MOUNT BAKER FOUNDATION
     
    Employer identification number
    61-1862747
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    MOUNT BAKER KIDNEY CENTER
     
    2219 RIMLAND DRIVE 301
     
    BELLINGHAM, WA98226

    $ 6,751,748


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    MOUNT BAKER FOUNDATION
     
    Employer identification number

    61-1862747
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    MOUNT BAKER FOUNDATION
     
    Employer identification number

    61-1862747
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 23,656 0   19,191

    TY 2021 AppliedToPriorYearElection
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Election:
    MOUNT BAKER FOUNDATION MAKES AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY $256,203 OF THE REMAINING QUALIFYING DISTRIBUTIONS TO 2019 UNDISTRIBUTED INCOME.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD INTER-TERM INVEST-GR ADM 902,106 902,106
    VANGUARD SHORT-TERM INVEST-GR ADM 2,225,164 2,225,164
    VANGUARD TOT INTL BOND IX ADMIRAL 3,568,904 3,568,904
    VANGUARD TOT INTL STOCK IX INST 11,552,692 11,552,692
    VANGUARD TOTAL BOND MKT INDEX ADM 4,195,127 4,195,127
    VANGUARD TOTAL STOCK MKT IDX INST 18,190,643 18,190,643
    VANGUARD LONG-TERM INVEST-GR ADM 1,001,831 1,001,831
    VANGUARD INTER-TERM INVEST-GR ADM - PZ PLEDGE 23,668 23,668
    VANGUARD LONG-TERM INVEST-GR ADM - PZ PLEDGE 27,378 27,378
    VANGUARD SHORT-TERM INVEST-GR ADM - PZ PLEDGE 57,343 57,343
    VANGUARD TOT INTL BOND IX ADMIRAL - PZ PLEDGE 91,648 91,648
    VANGUARD TOTAL BOND MKT INDEX ADM - PZ PLEDGE 107,826 107,826

    TY 2021 LegalFeesSchedule
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,428 0   2,373


    TY 2021 OtherExpensesSchedule
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MARKETING 420 0   420
    INSURANCE 2,125 0   1,625
    BANK CHARGES AND FEES 259 0   0
    OFFICE SUPPLIES 1,733 0   1,859
    DUES AND SUBSCRIPTIONS 4,360 0   4,360
    BOARD EXPENSES 4,463 0   4,463
    PROGRAM DEVELOPMENT 91,647 0   89,473
    PENALTIES 90 0   0


    TY 2021 OtherIncreasesSchedule
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Description Amount
    UNREALIZED GAIN 1,832,673


    TY 2021 OtherLiabilitiesSchedule
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 10,069 16,818
    PAYROLL TAX LIABILITY 608 831
    DEFERRED TAX 42,643 25,474


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPORT PERSONNEL 144,000 0   144,000
    VANGUARD FEES 41,036 41,036   0


    TY 2021 SubstantialContributorsSch
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Name Address
    MOUNT BAKER KIDNEY CENTER
     
    2219 RIMLAND DRIVE 301
    BELLINGHAM,WA98226


    TY 2021 TaxesSchedule
    Name:
    MOUNT BAKER FOUNDATION
    EIN:
    61-1862747
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 20,256 20,256   0
    EXCISE TAX 18,531 0   0
    LICENSES 10 0   0
    PAYROLL TAXES 3,323 0   3,323