Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$39,765,760
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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,959 4,959  
4 Dividends and interest from securities... 853,007 853,007  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 77,729
b Gross sales price for all assets on line 6a 1,497,895
7 Capital gain net income (from Part IV, line 2)... 138,129
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)....... 134,825 78,575 4,250
12 Total. Add lines 1 through 11........ 1,070,520 1,074,670 4,250
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).... 108,392 108,392    
17 Interest............... 115,121      
18 Taxes (attach schedule) (see instructions)... 21,345 3,945    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 85,301     85,301
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 330,159 112,337   85,301
25 Contributions, gifts, grants paid....... 1,948,003 1,948,003
26 Total expenses and disbursements. Add lines 24 and 25 2,278,162 112,337   2,033,304
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,207,642
b Net investment income (if negative, enter -0-) 962,333
c Adjusted net income (if negative, enter -0-)... 4,250
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 741,318 195,816 195,816
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow1,675,715
Less: allowance for doubtful accounts right arrow   1,675,715 Click to see attachment
List of Attached Documents:
// Content
1,675,715
1,685,715
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)....... 14,451,408 Click to see attachment
List of Attached Documents:
// Content
13,828,427
24,722,743
c Investments—corporate bonds (attach schedule)....... 8,926,137 Click to see attachment
List of Attached Documents:
// Content
9,054,099
8,436,486
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 100,000 3,850,000 3,850,000
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
875,000
Click to see attachment
List of Attached Documents:
// Content
875,000
Click to see attachment
List of Attached Documents:
// Content
875,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,769,578 29,479,057 39,765,760
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 right arrow)   Click to see attachment
List of Attached Documents:
// Content
3,865,121
23 Total liabilities (add lines 17 through 22)......... 0 3,865,121
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 26,769,578 25,613,936
29 Total net assets or fund balances (see instructions)..... 26,769,578 25,613,936
30 Total liabilities and net assets/fund balances (see instructions). 26,769,578 29,479,057
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
26,769,578
2
Enter amount from Part I, line 27a .....................
2
-1,207,642
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
52,000
4
Add lines 1, 2, and 3 ..........................
4
25,613,936
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,613,936
Form 990-PF (2022)
Form 990-PF (2022)
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 1,497,895   1,359,766 138,129
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       138,129
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 2 138,129
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 13,376
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  
3 Add lines 1 and 2........................... 3 13,376
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 13,376
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 14,123
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 14,123
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 740
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow740 Refundedright arrow 11  
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowWA
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 2022 or the taxable year beginning in 2022? 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. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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 addressright arrown/a
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Carol A Backus Dir, Pres, VP
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Christopher R Backus Dir, Treas
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Edward A Backus Dir, Treas, VP, Pres
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John Backus Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Spencer Backus Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Valerie F Backus Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robert Fikso Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Matthew F Stoller Dir, Sec
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Susan B Stoller Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Philip R Stoller Memorial Fund 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...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
ROBERT W BAIRD & CO INCORPORATED INVESTMENT MGMT 108,392
777 EAST WISCONSIN AVENUE
MILWAUKEE,WI532025391
Foundation Source Administrative 85,216
55 WALLS DRIVE 3RD FLOOR
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
34,885,611
b
Average of monthly cash balances.......................
1b
3,924,640
c
Fair market value of all other assets (see instructions)................
1c
4,744,619
d
Total (add lines 1a, b, and c).........................
1d
43,554,870
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
3,209,198
3
Subtract line 2 from line 1d.........................
3
40,345,672
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
605,185
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,740,487
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,987,024
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
1,987,024
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,376
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,376
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,973,648
4
Recoveries of amounts treated as qualifying distributions................
4
52,000
5
Add lines 3 and 4............................
5
2,025,648
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,025,648
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
2,033,304
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
2,033,304
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,025,648
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 1,155,751
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,033,304
a Applied to 2021, but not more than line 2a 1,155,751
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 2022 distributable amount..... 877,553
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022.    
(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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
1,148,095
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 2017 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
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 right arrow
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 (2022)
Form 990-PF (2022)
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

350 SEATTLE

5031 UNIV WAY NE
SEATTLE,WA98105
N/A PC General & Unrestricted 10,000

5TH AVENUE THEATRE ASSOCIATION

1308 5TH AVE
SEATTLE,WA98101
N/A PC General & Unrestricted 25,000

A PURPOSEFUL RESCUE INC

1122 CARMONA AVE
LOS ANGELES,CA90019
N/A PC General & Unrestricted 1,400

ABSOLUTE MINISTRIES

1402 LAKE TAPPS PKWY E STE 104-276
AUBURN,WA98092
N/A PC General & Unrestricted 30,000

ABUSED DEAF WOMENS ADVOCACY SERVICES

8623 ROOSEVELT WAY NE
SEATTLE,WA98115
N/A PC General & Unrestricted 5,000

ACRES OF DIAMONDS

PO BOX 1672
DUVALL,WA98019
N/A PC Breaking the Cycle of Homelessness in Young Moms with Domestic Violence Backgrounds 5,000

ADA DEVELOPERS ACADEMY

315 5TH AVE S STE 200
SEATTLE,WA98104
N/A PC Changing the Face of Tech 5,000

ALIGHT

1325 QUINCY ST NE A1
MINNEAPOLIS,MN55413
N/A PC General & Unrestricted 444

ALLIANCE FOR GUN RESPONSIBILITY FOUNDATION

PO BOX 4187
SEATTLE,WA98194
N/A PC General & Unrestricted 5,000

AMALGAMATED CHARITABLE FOUNDATION INC

1825 K ST NW
WASHINGTON,DC20006
N/A PC General & Unrestricted 5,000

AMERICAN CANCER SOCIETY INC

PO BOX 22718
OKLAHOMA CITY,OK73123
N/A PC General & Unrestricted 500

AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND

PO BOX 2728
SEATTLE,WA98111
N/A PC General & Unrestricted 10,000

AMERICAN TRUST FBO OXFORD UNIVERSITY

8229 BOONE BLVD SUITE 240
VIENNA,VA22182
N/A PC General & Unrestricted 250

ANGEL CITY PIT BULLS

1834 S GRAMERCY PL
LOS ANGELES,CA90019
N/A PC General & Unrestricted 500

ANGEL FLIGHT WEST INC

3161 DONALD DOUGLAS LOOP S
SANTA MONICA,CA90405
N/A PC General & Unrestricted 250

ANNIE WRIGHT SCHOOLS

827 N TACOMA AVE
TACOMA,WA98403
N/A PC General & Unrestricted 5,000

ANTI-DEFAMATION LEAGUE

2200 6TH AVE STE 835
SEATTLE,WA98121
N/A PC General & Unrestricted 2,500

ARLINGTON EDUCATION FOUNDATION

135 S FRENCH AVE STE A
ARLINGTON,WA98223
N/A PC General & Unrestricted 1,000

ARLINGTON EDUCATION FOUNDATION

135 S FRENCH AVE STE A
ARLINGTON,WA98223
N/A PC Dolly Parton's Imagination Library 7,000

ARLINGTON GARDEN IN PASADENA

PO BOX 50617
PASADENA,CA91105
N/A PC General & Unrestricted 500

ARROYO SECO FOUNDATION

PO BOX 91622
PASADENA,CA91109
N/A PC General & Unrestricted 500

ARTS CORPS

4408 DELRIDGE WAY SW
SEATTLE,WA98106
N/A PC General & Unrestricted 2,500

ARTS COUNCIL OF SNOHOMISH COUNTY

2921 HOYT AVE
EVERETT,WA98201
N/A PC Art Alternatives for Youth at Risk 5,000

ASSISTANCE LEAGUE OF SEATTLE WASHINGTON

1415 N 45TH ST
SEATTLE,WA98103
N/A PC Operation School Bell 5,000

ASSOCIATION OF AMERICAN RHODES SCHOLARS

8229 BOONE BLVD STE 240
VIENNA,VA22182
N/A PC General & Unrestricted 250

AUSTRALIAN TERRIER RESCUE INC

20717 KISHWAUKEE VALLEY RD
MARENGO,IL60152
N/A PC General & Unrestricted 500

AUSTRALIAN TERRIER TR

PO BOX 5767
PALM SPRINGS,CA92263
N/A PC General & Unrestricted 500

BAGLEY PTA 6 14 40 SEATTLE COUNCIL

740 N 78TH ST
SEATTLE,WA98103
N/A PC General & Unrestricted 1,000

BE THE MATCH FOUNDATION

500 N 5TH ST
MINNEAPOLIS,MN55401
N/A PC General & Unrestricted 5,800

BELLEVUE CHRISTIAN SCHOOL

1601 98TH AVE NE
BELLEVUE,WA98004
N/A PC General & Unrestricted 250

BETHEL COMMUNITY SERVICES

18020 B ST E
SPANAWAY,WA98387
N/A PC General & Unrestricted 10,000

BIKE & BUILD INC

6614 AVE U PMB 94088
BROOKLYN,NY11234
N/A PC General & Unrestricted 250

BIKE WORKS SEATTLE

3709 S FERDINAND ST
SEATTLE,WA98118
N/A PC General & Unrestricted 1,000

BOYS AND GIRLS CLUBS OF KING COUNTY

603 STEWART ST SUITE 300
SEATTLE,WA98101
N/A PC General & Unrestricted 500

BROWN UNIVERSITY - BROWN ANNUAL FUND

BOX 1976
PROVIDENCE,RI02912
N/A PC General & Unrestricted 250

BURKE MUSEUM ASSOCIATION

PO BOX 353010
SEATTLE,WA98195
N/A PC General & Unrestricted 2,500

CALMATTERS

1017 L ST 261
SACRAMENTO,CA95814
N/A PC General & Unrestricted 300

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122
N/A PC to fund lunches for Camp Sparkle for summer 2023 10,000

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122
N/A PC Cancer Education for Teens Project 15,000

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122
N/A PC General & Unrestricted 24,600

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122
N/A PC Charitable Event 5,100

CASCADE PUBLIC MEDIA

PO BOX 84109
SEATTLE,WA98124
N/A PC General & Unrestricted 1,500

CASCADE SERVICE DOGS

PO BOX 2641
OLYMPIA,WA98507
N/A PC General & Unrestricted 2,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST 22ND FLOOR
NEW YORK,NY10038
N/A PC General & Unrestricted 10,000

CENTRAL WASHINGTON UNIVERSITY FOUNDATION

400 E UNIVERSITY WAY
ELLENSBURG,WA98926
N/A PC General & Unrestricted 333

CENTRUM FOUNDATION

PO BOX 1158
PORT TOWNSEND,WA98368
N/A PC General & Unrestricted 5,000

CHARITY NAVIGATOR

PO BOX 4009
HARLAN,IA51593
N/A PC General & Unrestricted 33

CHIEF SEATTLE CLUB

410 2ND AVE EXT S
SEATTLE,WA98104
N/A PC General & Unrestricted 40,000

CICLAVIA INC

525 S HEWITT ST
LOS ANGELES,CA90013
N/A PC General & Unrestricted 250

CITY OF HOPE

1500 DUARTE RD
DUARTE,CA91010
N/A PC Hematologic Malignancies Research Institute 10,000

CITY OF HOPE

1500 E DUARTE RD
DUARTE,CA91010
N/A PC Gehr Family Center 5,000

CITY OF HOPE

1500 E DUARTE RD
DUARTE,CA91010
N/A PC Hematologic Malignancies Research Institute 5,000

COMMUNITY ACTION OF SKAGIT COUNTY

330 PACIFIC PL
MOUNT VERNON,WA98273
N/A PC Veterans Services Fund 10,000

COMMUNITY CARROT

2610 E ALOHA ST
SEATTLE,WA98112
N/A PC Charitable Event 500

COMMUNITY ROOTS HOLDING FOUNDATION

1620 12TH AVE STE 205
SEATTLE,WA98122
N/A PC Charitable Event 12,500

COMPASS HOUSING ALLIANCE

210 ALASKAN WAY S
SEATTLE,WA98104
N/A PC Essential Emergency Services Fund 2,500

CONGREGATIONS FOR THE HOMELESS

515 116TH AVE NE STE 150
BELLEVUE,WA98004
N/A PC 24/7 Enhanced Men's Shelter 5,000

DAWN - DOMESTIC ABUSE WOMENS NETWORK

PO BOX 1449
KENT,WA98035
N/A PC General & Unrestricted 5,000

DEGREES OF CHANGE

PO BOX 1573
TACOMA,WA98401
N/A PC Local Act Six and Seed Intership Fund 10,000

DIRECT RELIEF

6100 WALLACE BECKNELL RD
SANTA BARBARA,CA93117
N/A PC General & Unrestricted 555

DIVINE ALTERNATIVES FOR DADS SERVICES (DADS)

411 12TH AVE STE 300
SEATTLE,WA98122
N/A PC General & Unrestricted 9,000

DOUGY CENTER INC

PO BOX 86852
PORTLAND,OR97286
N/A PC General & Unrestricted 200

DOWNTOWN EMERGENCY SERVICE CENTER

515 3RD AVE
SEATTLE,WA98104
N/A PC SAGE (Support, Advocacy, Growth and Employment) 5,000

DUWAMISH TRIBAL SERVICES

4705 W MARGINAL WAY SW
SEATTLE,WA98106
N/A PC General & Unrestricted 10,000

EARTHGEN

4649 SUNNYSIDE AVE NORTH SUITE 3
SEATTLE,WA98103
N/A PC General & Unrestricted 7,500

EASTSIDE LEGAL ASSISTANCE PROGRAM

1239 120TH AVE NE STE J
BELLEVUE,WA98005
N/A PC Domestic Violence Legal Program 2,500

EILEEN & CALLIES PLACE

1524 S 328TH ST APT 625
FEDERAL WAY,WA98003
N/A PC Supporting Young Women Aging Out of Foster Care 5,000

EL CENTRO DE LA RAZA

2524 16TH AVE S
SEATTLE,WA98144
N/A PC General & Unrestricted 5,000

ELECTRONIC FRONTIER FOUNDATION INC

815 EDDY ST
SAN FRANCISCO,CA94109
N/A PC General & Unrestricted 250

ENCOMPASS NORTHWEST

1407 BOALCH AVE NW
NORTH BEND,WA98045
N/A PC Kinship Care Support 10,000

ENVIRONMENT NEXT INC

853 MAIN ST
EAST AURORA,NY14052
N/A PC General & Unrestricted 111

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVE SOUTH
NEW YORK,NY10010
N/A PC General & Unrestricted 222

EPIPHANY PARISH

1805 38TH AVE
SEATTLE,WA98122
N/A PC General & Unrestricted 250

EPIPHANY SCHOOL

3611 E DENNY WAY
SEATTLE,WA98122
N/A PC General & Unrestricted 2,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104
N/A PC General & Unrestricted 5,250

EVERGREEN GOODWILL OF NORTHWEST WASHINGTON

700 DEARBORN PL S
SEATTLE,WA98144
N/A PC Adult Basic Education 5,000

FAMILY EDUCATION AND SUPPORT SERVICES

PO BOX 14907
TUMWATER,WA98511
N/A PC Kinship Support Services 3,500

FAMILY HOPE

PO BOX 94077
PASADENA,CA91109
N/A PC General & Unrestricted 500

FARESTART

700 VIRGINIA ST
SEATTLE,WA98101
N/A PC General & Unrestricted 2,500

FOOD FOR FAMILIES INC

4233 SE 182ND AVE 158
GRESHAM,OR97030
N/A PC General & Unrestricted 5,000

FOOD LIFELINE

815 S 96TH ST
SEATTLE,WA98108
N/A PC providing nutritious and culturally relevant food for individuals and families across Western Washington 15,000

FOOD LIFELINE

815 S 96TH ST
SEATTLE,WA98108
N/A PC providing nutritious and culturally relevant food for individuals and families across Western Washington 5,000

FOOD LIFELINE

815 S 96TH ST
SEATTLE,WA98108
N/A PC General & Unrestricted 3,333

FRANKLIN W OLIN COLLEGE OF ENGINEERING INC

1000 OLIN WAY
NEEDHAM,MA02492
N/A PC General & Unrestricted 22,000

FREE2LUV INC

4701 SW ADMIRAL WAY STE 378
SEATTLE,WA98116
N/A PC EXPRESS IT!? Saving Youth's Lives Through Mental Health Education and the Art 7,500

FREEHOLD THEATRE LAB STUDIO

517 MAYNARD AVE S
SEATTLE,WA98104
N/A PC General & Unrestricted 5,000

FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE

PO BOX 99608
LAKEWOOD,WA98496
N/A PC General & Unrestricted 10,000

FRIENDS OF KEXP

472 1ST N AVE
SEATTLE,WA98109
N/A PC General & Unrestricted 500

FRIENDS OF MEALI INTERNATIONAL INC

240 BRATTLE ST APT 42
CAMBRIDGE,MA02138
N/A PC Hope School for Boys and Girls Support Fund 10,000

FRIENDS OF THE EASTERN SIERRA AVALANCHE CENTER

PO BOX 1675
MAMMOTH LAKES,CA93546
N/A PC General & Unrestricted 750

FW BLACK COLLECTIVE

31811 PACIFIC HWY S UNIT 187
FEDERAL WAY,WA98003
N/A PC General & Unrestricted 8,000

GAME TO GROW

12025 115TH AVE NE BLDG D SUITE
KIRKLAND,WA98034
N/A PC Gaming for Social Growth in Educational Settings 5,000

GATHERING ROOTS WELLNESS

2842 32ND AVE S
SEATTLE,WA98144
N/A PC Wellness Support 4,000

GATHERING ROOTS WELLNESS

2842 32ND AVE S
SEATTLE,WA98144
N/A PC General & Unrestricted 5,000

GIVEDIRECTLY INC

CHURCH STREET STA PO BOX 3221
NEW YORK,NY10008
N/A PC General & Unrestricted 777

GLOBAL TO LOCAL HEALTH INITIATIVE

2800 S 192ND ST STE 104
SEATAC,WA98188
N/A PC FOOD INNOVATION NETWORK fund 5,000

GREATER SEATTLE BUSINESS ASSOC SCHOLARSHIP FUND

400 E PINE ST STE 322
SEATTLE,WA98122
N/A PC General & Unrestricted 5,000

HABITAT FOR HUMANITY INTERNATIONAL INC - SEATTLE-S

560 NACHES AVE SW
RENTON,WA98057
N/A PC General & Unrestricted 10,000

HAMLIN ROBINSON SCHOOL

1701 20TH AVE S
SEATTLE,WA98144
N/A PC General & Unrestricted 1,500

HAND IN HAND

9502 19TH AVE SE STE F
EVERETT,WA98208
N/A PC Basic Needs 7,500

HANFORD CHALLENGE

2317 E JOHN ST
SEATTLE,WA98112
N/A PC General & Unrestricted 53,000

HARLEQUIN PRODUCTIONS

202 4TH AVE E
OLYMPIA,WA98501
N/A PC Pay What you Choose Night 5,000

HEARING SPEECH & DEAFNESS CENTER

1625 19TH AVE
SEATTLE,WA98122
N/A PC Deaf and Hard of Hearing Services (DHHS) - Bellingham 5,000

HELPING HANDS PROJECT ORGANIZATION

2808 HOYT AVE
EVERETT,WA98208
N/A PC Supporting the needs of the Black community in Puget Sound 5,000

HELPING LINK

1032 S JACKSON ST SUITE C
SEATTLE,WA98104
N/A PC General & Unrestricted 9,000

HENDERSON-NORWESTER CAMP

PO BOX 1055
EDMONDS,WA98020
N/A PC General & Unrestricted 1,000

HILLSIDE FELLOWSHIP

5027 159TH PL SE
BELLEVUE,WA98006
N/A PC General & Unrestricted 250

HIMALAYAN CATARACT PROJECT INC

PO BOX 55
WATERBURY,VT05676
N/A PC General & Unrestricted 500

HOLOCAUST CENTER FOR HUMANITY

2045 2ND AVE
SEATTLE,WA98121
N/A PC General & Unrestricted 6,000

HOUSING HOPE

5830 EVERGREEN WAY
EVERETT,WA98203
N/A PC General & Unrestricted 2,500

HOUSING HOPE

5830 EVERGREEN WAY
EVERETT,WA98203
N/A PC ChildHope 2,500

I HEART DOWNTOWN SEATTLE

2324 1ST AVE APT 503
SEATTLE,WA98121
N/A PC continued support helping the Portland Homeless find their way off the streets 5,000

I HEART DOWNTOWN SEATTLE

2324 1ST AVE APT 503
SEATTLE,WA98121
N/A PC General & Unrestricted 25,000

I HEART DOWNTOWN SEATTLE

2324 1ST AVE APT 503
SEATTLE,WA98121
N/A PC portland pearl district homeless to housed project 5,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007
N/A PC General & Unrestricted 5,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007
N/A PC humanitarian efforts in Ukraine 1,350

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 250

ISSAQUAH ALPS TRAILS CLUB

PO BOX 688
ISSAQUAH,WA98027
N/A PC General & Unrestricted 100

JDRF INTERNATIONAL SOUTHERN CALIFORNIA CHAPTER

1391 WARNER AVE STE D
TUSTIN,CA92780
N/A PC Charitable Event 5,000

JUBILEE WOMENS CENTER

620 18TH AVE E
SEATTLE,WA98112
N/A PC General & Unrestricted 5,000

JUMPING MOUSE CHILDRENS CENTER

1809 SHERIDAN ST
PORT TOWNSEND,WA98368
N/A PC General & Unrestricted 10,000

KCRW FOUNDATION INC

1900 PICO BLVD
SANTA MONICA,CA90405
N/A PC General & Unrestricted 250

KENT YOUTH AND FAMILY SERVICES

232 2ND AVE S STE 201
KENT,WA98032
N/A PC General & Unrestricted 20,000

KITTITAS CONSERVATION TRUST

PO BOX 428
ROSLYN,WA98941
N/A PC General & Unrestricted 2,000

KUOW-PUGET SOUND PUBLIC RADIO

4518 UNIVERSITY WAY NE STE 310
SEATTLE,WA98105
N/A PC General & Unrestricted 4,100

LAKE AVENUE FOUNDATION INC

712 E VILLA ST
PASADENA,CA91101
N/A PC General & Unrestricted 500

LAKESIDE SCHOOL

14050 1ST AVE NE
SEATTLE,WA98125
N/A PC General & Unrestricted 100

LIGHTHOUSE FOR THE BLIND INC

2501 S PLUM ST
SEATTLE,WA98144
N/A PC Technical Training 10,000

LIGHTHOUSE FOR THE BLIND INC

2501 S PLUM ST
SEATTLE,WA98144
N/A PC General & Unrestricted 5,000

LITTLE BIT THERAPEUTIC RIDING CENTER

18675 NE 106TH ST
REDMOND,WA98052
N/A PC Little Bit Therapeutic Riding Center Adaptive Riding Program 5,000

LITTLE BIT THERAPEUTIC RIDING CENTER

18675 NE 106TH ST
REDMOND,WA98052
N/A PC General & Unrestricted 1,000

LOS ANGELES COUNTY BICYCLE COALITION

PO BOX 17733
LONG BEACH,CA90807
N/A PC General & Unrestricted 250

LOS ANGELES HOUSE OF RUTH

605 N CUMMINGS ST
LOS ANGELES,CA90033
N/A PC General & Unrestricted 500

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST ST
VERNON,CA90058
N/A PC General & Unrestricted 1,000

LOW INCOME HOUSING INSTITUTE

1253 S JACKSON ST STE A
SEATTLE,WA98144
N/A PC Operation of the MLK Tiny House Village 250,000

LOW INCOME HOUSING INSTITUTE

1253 S JACKSON ST STE A
SEATTLE,WA98144
N/A PC Charitable Event 20,000

LOWBROW OPERA COLLECTIVE

2322 NW 58TH ST UNIT 232
SEATTLE,WA98103
N/A PC General & Unrestricted 500

MAGNUSON OFF-LEASH GROUP

PO BOX 51048
SEATTLE,WA98115
N/A PC General & Unrestricted 500

MAULI OLA FOUNDATION BREATH OF LIFE

1003 S COAST HWY
LAGUNA BEACH,CA92651
N/A PC General & Unrestricted 250

MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT

PO BOX 5030
HAGERSTOWN,MD21741
N/A PC General & Unrestricted 500

MENTAL HEALTH CHAPLAINCY

PO BOX 19504
SEATTLE,WA98109
N/A PC General & Unrestricted 10,000

MERCY CORPS

PO BOX 37800
BOONE,IA50037
N/A PC General & Unrestricted 200

METHOW VALLEY SPORTS TRAILS ASSOCIATION

PO BOX 147
WINTHROP,WA98862
N/A PC General & Unrestricted 100

MILLIONAIR CLUB INC

2515 WESTERN AVE
SEATTLE,WA98121
N/A PC Uplift Northwest 10,000

MILLIONAIR CLUB INC

2515 WESTERN AVE
SEATTLE,WA98121
N/A PC Charitable Event 2,000

MIRYS LIST

23564 CALABASAS RD STE 201
CALABASAS,CA91302
N/A PC General & Unrestricted 500

MISSION TO SEAFARERS

1011 SW KLICKITAT WAY STE 209
SEATTLE,WA98134
N/A PC General & Unrestricted 5,000

MITCHELL COLLEGE

437 PEQUOT AVE
NEW LONDON,CT06320
N/A PC General & Unrestricted 250

MONTANA STATE UNIVERSITY FOUNDATION

PO BOX 172750
BOZEMAN,MT59717
N/A PC Mechanical Engineering Department 1,000

MORNINGSIDE ACADEMY

901 LENORA ST
SEATTLE,WA98121
N/A PC General & Unrestricted 250

NAMI SEATTLE

802 NW 70TH ST
SEATTLE,WA98117
N/A PC General & Unrestricted 7,500

NAMI WASHINGTON

1107 NE 45TH ST STE 340
SEATTLE,WA98105
N/A PC Affiliate Support & Expansion 2,500

Nathan Hale High School

10750 30 AV NE
SEATTLE,WA98125
N/A GOV Nathan Hale Tennis Team 1,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

PO BOX 54879
LOS ANGELES,CA90054
N/A PC Charitable Event 1,000

NATIONAL NETWORK OF ABORTION FUNDS

4325 COMMERCE ST 111433
EUGENE,OR97402
N/A PC General & Unrestricted 10,000

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279
N/A PC General & Unrestricted 111

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011
N/A PC General & Unrestricted 250

NAVOS

2600 SW HOLDEN ST
SEATTLE,WA98126
N/A PC General & Unrestricted 5,000

NORTHWEST AVALANCHE CENTER

15600 NE 8TH ST STE B1 711
BELLEVUE,WA98008
N/A PC General & Unrestricted 500

NORTHWEST FILM FORUM

1515 12TH AVE
SEATTLE,WA98122
N/A PC General & Unrestricted 5,000

NORTHWEST HARVEST E M M

PO BOX 12272
SEATTLE,WA98102
N/A PC Soul of Seattle Support 5,000

NORTHWEST KIDNEY CENTERS

PO BOX 3035
SEATTLE,WA98114
N/A PC Transplant Education 5,000

NORTHWEST SCHOOL OF WOODEN BOAT BUILDING

42 N WATER ST
PORT HADLOCK,WA98339
N/A PC Charitable Event 10,000

NORTHWEST SCHOOL OF WOODEN BOAT BUILDING

42 N WATER ST
PORT HADLOCK,WA98339
N/A PC Prothero Internship Fund 20,000

NORTHWEST THERAPEUTIC RIDING CENTER

1884 KELLY RD
BELLINGHAM,WA98226
N/A PC General & Unrestricted 5,000

OPERATION NIGHTWATCH

PO BOX 21181
SEATTLE,WA98111
N/A PC General & Unrestricted 5,000

OREGON TRAIL OF HOPE

1616 NW 13TH AVE
PORTLAND,OR97209
N/A PC General & Unrestricted 400

OUTDOOR OUTREACH

5275 MARKET ST STE 21
SAN DIEGO,CA92114
N/A PC General & Unrestricted 500

OUTDOORS FOR ALL FOUNDATION

6344 NE 74TH ST STE 102
SEATTLE,WA98115
N/A PC General & Unrestricted 5,000

PARTICULAR COUNCIL OF TACOMA SOCIETY OF SAINT VINC

4009 S 56TH ST
TACOMA,WA98409
N/A PC St. Vincent de Paul's Homeless Prevention & Basic Needs Program 5,000

PASADENA HUMANE SOCIETY

361 S RAYMOND AVE
PASADENA,CA91105
N/A PC General & Unrestricted 500

PHINNEY NEIGHBORHOOD ASSOCIATION

6532 PHINNEY AVE N
SEATTLE,WA98103
N/A PC Greenwood Senior Services 5,000

PIKE MARKET SENIOR CENTER

85 PIKE ST SUITE 200
SEATTLE,WA98101
N/A PC Holiday Events; Thanksgiving/Christmas Meal Fund 10,000

PIZZA KLATCH

PO BOX 7384
OLYMPIA,WA98507
N/A PC Support Groups for LGBTQ+ youth 2,500

PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA I

2001 E MADISON ST
SEATTLE,WA98122
N/A PC General & Unrestricted 5,900

PLANNED PARENTHOOD OF GREATER WASHINGTON AND NORTH

1117 TIETON DR
YAKIMA,WA98902
N/A PC General & Unrestricted 11,000

PORT TOWNSEND MEDITATION CENTER

309 BENTON ST
PORT TOWNSEND,WA98368
N/A PC General & Unrestricted 5,000

POST-PRISON EDUCATION PROGRAM

2450 6TH AVE S STE 200
SEATTLE,WA98134
N/A PC General & Unrestricted 8,000

PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE

700 EXCHANGE ST
MIDDLEBURY,VT05753
N/A PC General & Unrestricted 250

PROGRAM FOR EARLY PARENT SUPPORT

4649 SUNNYSIDE AVE N STE 324
SEATTLE,WA98103
N/A PC General & Unrestricted 2,000

PUSHING BOUNDARIES

4162 148TH AVE NE
REDMOND,WA98052
N/A PC General & Unrestricted 10,000

PUYALLUP VALLEY ST FRANCIS HOUSE

PO BOX 156
PUYALLUP,WA98371
N/A PC Puyallup Valley Clothing Bank 5,000

RAGGED MOUNTAIN FOUNDATION INC

PO BOX 948
SOUTHINGTON,CT06489
N/A PC Puyallup Valley Clothing Bank 500

RAINFOREST ACTION NETWORK

425 BUSH ST STE 300
SAN FRANCISCO,CA94108
N/A PC General & Unrestricted 1,000

RAINIER PREP

10211 12TH AVE S
SEATTLE,WA98168
N/A PC General & Unrestricted 5,000

RAINIER PREP

10211 12TH AVE S
SEATTLE,WA98168
N/A PC Charitable Event 2,000

RAINIER VALLEY FOOD BANK

4205 RAINIER AVE S
SEATTLE,WA98118
N/A PC RVFB General Operations 2,500

RE SOURCES

2309 MERIDIAN ST
BELLINGHAM,WA98225
N/A PC General & Unrestricted 35,000

REAL CHANGE HOMELESS EMPOWERMENT PROJECT

219 1ST AVE S STE 220
SEATTLE,WA98104
N/A PC General & Unrestricted 15,000

RED BADGE PROJECT

1816 38TH AVE E
SEATTLE,WA98112
N/A PC General & Unrestricted 5,000

RENTON AREA YOUTH AND FAMILY SERVICES

1025 SOUTH 3RD ST
RENTON,WA98057
N/A PC General & Unrestricted 10,000

REVIVE CENTER FOR RETURNING CITZENS

901 N MONROE ST STE 200
SPOKANE,WA99201
N/A PC General & Unrestricted 8,000

SAFE HARBOR FREE CLINIC

7209 265TH ST NW STE 204
STANWOOD,WA98292
N/A PC General & Unrestricted 5,000

SAINTS PANTRY FOOD BANK

PO BOX 1064
SHELTON,WA98584
N/A PC The Saints' Pantry Food Bank 2,500

SAN DIEGO AUDUBON SOCIETY

4010 MORENA BLVD STE 100
SAN DIEGO,CA92117
N/A PC Charitable Event 1,250

SAN DIEGO COASTKEEPER

3900 CLEVELAND AVE STE 102
SAN DIEGO,CA92103
N/A PC General & Unrestricted 250

SANCTUARY ART CENTER

1604 NE 50TH ST
SEATTLE,WA98105
N/A PC General & Unrestricted 20,000

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470
N/A PC General & Unrestricted 1,650

SARANAC LAKE INTERFAITH FOOD PANTRY

PO BOX 532
SARANAC LAKE,NY12983
N/A PC General & Unrestricted 250

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825
N/A PC General & Unrestricted 250

SAWHORSE REVOLUTION

801 2ND AVE STE 501
SEATTLE,WA98104
N/A PC General & Unrestricted 5,000

SCARLET ROAD

PO BOX 378
BREMERTON,WA98337
N/A PC Aftercare Recovery and Support Program for Survivors of Sex Trafficking 2,500

SCARLET ROAD

PO BOX 378
BREMERTON,WA98337
N/A PC General & Unrestricted 5,000

SCO FAMILY OF SERVICES

1415 KELLUM PL STE 140
GARDEN CITY,NY11530
N/A PC General & Unrestricted 250

SEATTLE CARES CIRCLE OF THE NATIONAL CARES MENTORI

1404 E YESLER WAY
SEATTLE,WA98122
N/A PC Support for Black Youth and Families in Seattle's Central District 5,000

SEATTLE CLEMENCY PROJECT

1126 34TH AVE STE 309
SEATTLE,WA98122
N/A PC General & Unrestricted 10,000

SEATTLE COMPASSION SERVICES

116 NW BOWDOIN PL
SEATTLE,WA98107
N/A PC General & Unrestricted 5,000

SEATTLES UNION GOSPEL MISSION

PO BOX 202
SEATTLE,WA98111
N/A PC General & Unrestricted 10,000

SENIOR SERVICES FOR SOUTH SOUND

222 COLUMBIA ST NE
OLYMPIA,WA98501
N/A PC General & Unrestricted 5,000

SENIOR SERVICES OF ISLAND COUNTY

14594 SR 525
LANGLEY,WA98260
N/A PC General & Unrestricted 5,000

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 Automotive Service Technician classes Scholarship Fund 25,000

SHUNPIKE ARTS COLLECTIVE dba SHUNPIKE

815 SEATTLE BLVD S STE 215
SEATTLE,WA98134
N/A PC African American Writers' Alliance Support 5,000

SIERRA MADRE SEARCH & RESCUE TEAM

PO BOX 24
SIERRA MADRE,CA91025
N/A PC General & Unrestricted 500

SIMON CYRENE SOCIETY

PO BOX 201
MONROE,WA98272
N/A PC General & Unrestricted 8,000

SKAGITONIANS TO PRESERVE FARMLAND

PO BOX 2405
MOUNT VERNON,WA98273
N/A PC General & Unrestricted 13,000

SKILLS INC

715 30TH ST NE
AUBURN,WA98002
N/A PC General & Unrestricted 5,000

SNOHOMISH SENIORS

506 4TH ST
SNOHOMISH,WA98290
N/A PC General & Unrestricted 5,000

SOLID GROUND WASHINGTON

1501 N 45TH ST
SEATTLE,WA98103
N/A PC JourneyHome Rapid Rehousing 2,000

SOLID GROUND WASHINGTON

1501 N 45TH ST
SEATTLE,WA98103
N/A PC General & Unrestricted 10,000

SOUND GENERATIONS

2208 2ND AVE STE 100
SEATTLE,WA98121
N/A PC Meals on Wheels 5,000

SOUTHEAST EFFECTIVE DEVELOPMENT

5117 RAINIER AVE S
SEATTLE,WA98118
N/A PC General & Unrestricted 10,000

SOUTHERN CALIFORNIA PUBLIC RADIO

474 SOUTH RAYMOND AVE
PASADENA,CA91105
N/A PC General & Unrestricted 250

SOUTHERN CALIFORNIA PUBLIC RADIO

474 S RAYMOND AVE
PASADENA,CA91105
N/A PC General & Unrestricted 250

ST JAMES CATHEDRAL

804 9TH AVE
SEATTLE,WA98104
N/A PC Immigrants Assistance Program 5,000

ST VINCENT DE PAUL VILLAGE INC

3350 E ST
SAN DIEGO,CA92102
N/A PC General & Unrestricted 500

STORRIER STEARNS GARDEN

270 ARLINGTON DR
PASADENA,CA91105
N/A PC General & Unrestricted 500

SUMMER SCIENCE PROGRAM INC

11010 LAKE GROVE BLVD STE 100418
MORRISVILLE,NC27560
N/A PC General & Unrestricted 2,000

SUMMIT COMMUNITY CENTER

4605 88TH AVE SE
MERCER ISLAND,WA98040
N/A PC General & Unrestricted 10,000

SUMMIT COMMUNITY CENTER

4605 88TH AVE SE
MERCER ISLAND,WA98040
N/A PC Capital Campaign 30,000

SURFRIDER FOUNDATION

PO BOX 73550
SAN CLEMENTE,CA92673
N/A PC General & Unrestricted 250

TAALEM COMMUNITY CENTER

6721 MLK JR WAY S STE C
SEATTLE,WA98118
N/A PC General & Unrestricted 2,500

TAALEM COMMUNITY CENTER

6721 MLK JR WAY S STE C
SEATTLE,WA98118
N/A PC Investing in Bright Futures for South Seattle Youth through Tutoring, Mentorship and College Prep 6,667

TAALEM COMMUNITY CENTER

6721 MLK JR WAY S STE C
SEATTLE,WA98118
N/A PC Investing in Bright Futures for South Seattle Youth through Tutoring, Mentorship and College Prep 3,334

TEEN FEED

4740 B UNIVERSITY WAY NE
SEATTLE,WA98105
N/A PC General & Unrestricted 5,000

TEENS IN PUBLIC SERVICE

2900 NE BLAKELEY ST STE B
SEATTLE,WA98105
N/A PC General & Unrestricted 5,000

TERRY HOME A NON-PROFIT CORPORATION

138 THIRD AVE SW
PACIFIC,WA98047
N/A PC General & Unrestricted 5,000

THE CHRYSALIS CENTER

522 S MAIN ST
LOS ANGELES,CA90013
N/A PC General & Unrestricted 500

THE FID GROUP

444 E WASHINGTON BLVD
PASADENA,CA91104
N/A PC General & Unrestricted 500

THE FRESHWATER TRUST

700 SW TAYLOR ST
PORTLAND,OR97205
N/A PC General & Unrestricted 400

THE FRIENDSHIP CIRCLE OF WASHINGTON

2737 77TH AVE SE STE 101
MERCER ISLAND,WA98040
N/A PC U-Matter Fund 5,000

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 General & Unrestricted 5,000

THE WILLIAMS PROJECT

3411 20TH AVE S
SEATTLE,WA98144
N/A PC James Baldwin's The Amen Corner 5,000

THE YES FOUNDATION OF WHITE CENTER

PO BOX 47260
SEATTLE,WA98146
N/A PC General & Unrestricted 5,000

THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE

909 4TH AVE
SEATTLE,WA98104
N/A PC Charitable Event 5,000

TRANSITIONAL RESOURCES

2970 SW AVALON WAY
SEATTLE,WA98126
N/A PC Opening Rise at Yancy Street 2,500

TRANSITIONAL RESOURCES

2970 SW AVALON WAY
SEATTLE,WA98126
N/A PC General & Unrestricted 5,000

TREEHOUSE

2100 24TH AVE S STE 200
SEATTLE,WA98144
N/A PC General & Unrestricted 5,000

TUPPER LAKE COMMUNITY FOOD PANTRY

179 DEMARS BLVD
TUPPER LAKE,NY12986
N/A PC General & Unrestricted 250

TURNING POINTE SURVIVOR ADVOCACY CENTER

PO BOX 2014
SHELTON,WA98584
N/A PC General & Unrestricted 5,000

UNION STATION HOMELESS SERVICES

825 E ORANGE GROVE BLVD
PASADENA,CA91104
N/A PC General & Unrestricted 500

UNITARIAN UNIVERSALIST CHURCH OF TUCSON

4831 E 22ND ST
TUCSON,AZ85711
N/A PC No More Deaths/No Mas Muertes 250

UNIVERSITY CHILD DEVELOPMENT SCHOOL

5062 9TH AVE NE
SEATTLE,WA98105
N/A PC General & Unrestricted 250

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195
N/A GOV Law School - Law Justice Scholarship Fund 10,000

UNIVERSITY OF WASHINGTON FOUNDATION

BOX 355726 224 GOULD HALL
SEATTLE,WA98195
N/A PC Charitable Event 1,000

URBAN AMERICAN INDIAN ALASKA NATIVE EDUCATION ALLI

PO BOX 25142
SEATTLE,WA98165
N/A PC General & Unrestricted 5,000

URBAN ARTWORKS

815 SEATTLE BLVD S STE B7
SEATTLE,WA98134
N/A PC Public Art Program 10,000

URBAN ARTWORKS

815 SEATTLE BLVD S STE B7
SEATTLE,WA98134
N/A PC Mural Apprentice Program 5,000

VALLEY CITIES COUNSELING AND CONSULTATION

325 W GOWE ST
KENT,WA98032
N/A PC Valley Cities Behavioral Health Supported Employment Program 5,000

VASHON-MAURY SENIOR CENTER

PO BOX 848
VASHON,WA98070
N/A PC General & Unrestricted 5,000

VILLAGE OF HOPE

PO BOX 46485
SEATTLE,WA98146
N/A PC General & Unrestricted 8,000

WASHINGTON KIDS IN TRANSITION

19721 SCRIBER LAKE RD STE B
LYNNWOOD,WA98036
N/A PC Supporting Homeless Students and Families 5,000

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 Breadlab 5,000

WASHINGTON STATE UNIVERSITY FOUNDATION

PO BOX 641927
PULLMAN,WA99164
N/A PC Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund, scholarship Fund for the class of 2024, 2025, 2026, and 2027. 240,000

WELLSPRING FAMILY SERVICES

1900 RAINIER AVE S
SEATTLE,WA98144
N/A PC Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund, scholarship Fund for the class of 2024, 2025, 2026, and 2027. 2,500

WEST HILL COMMUNITY ASSOCIATION

PO BOX 78583
SEATTLE,WA98178
N/A PC Dads Domestic Violence Program 5,000

WEST SEATTLE FOOD BANK

3419 SW MORGAN ST
SEATTLE,WA98126
N/A PC WSFB Food Bank Services 5,000

WHITE CENTER EMERGENCY FOOD ASSOCIATION

10829 8TH AVE SW
SEATTLE,WA98146
N/A PC General & Unrestricted 5,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090
N/A PC General & Unrestricted 300

WILDAID INC

220 MONTGOMERY ST STE 1200
SAN FRANCISCO,CA94104
N/A PC General & Unrestricted 333

WILLAMETTE RIVERKEEPER

403 SE CARUTHERS ST STE 101
PORTLAND,OR97214
N/A PC General & Unrestricted 2,000

WOMENS EARTH AND CLIMATE ACTION NETWORK

775 E BLITHEDALE AVE 384 384
MILL VALLEY,CA94941
N/A PC General & Unrestricted 12,000

WORLD WITHOUT HATE INC

140 LAKESIDE AVE STE 31A
SEATTLE,WA98122
N/A PC General & Unrestricted 5,000

YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN L

1127 N AVALON BLVD
WILMINGTON,CA90744
N/A PC General & Unrestricted 500

YOUTHCARE

PO BOX 15258
SEATTLE,WA98115
N/A PC General & Unrestricted 10,000

YOUTHCARE

PO BOX 15258
SEATTLE,WA98115
N/A PC Charitable Event 2,000
Total .................................right arrow 3a 1,948,003
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 4,959  
4 Dividends and interest from securities ....     14 853,007  
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 77,729  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINTEREST INCOME FROM NOTES
525990 56,250 14 70,825  
bINTEREST INCOME FROM LOANS     14 3,500  
cINTEREST INCOME FROM PRIS         4,250
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 56,250 1,010,020 4,250
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,070,520
(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.)
11 INCOME EARNED FROM PROGRAM RELATED INVESTMENT LOANS PROVIDED TO PROTECT WILDLIFE IN WHATCOME COUNTY AND TO PROMOTE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES.
Form 990-PF (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2022 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 2022 InvestmentsCorpBondsSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Name of Bond End of Year Book Value End of Year Fair Market Value
ADOBE INC - 2.300% - 02/01/193 210,856 170,939
ALABAMA POWER CO - 3.550% - 12 149,560 147,972
ALPHABET INC CL C - 3.375% - 0 150,894 148,661
AMAZON INC - 1.650% - 05/12/20 120,998 103,300
APPLE INC - 2.500% - 02/09/202 235,868 239,013
APPLE INC NOTE CALL - 3.350% - 209,440 196,384
AUTOMATIC DATA PROCESSING - 3. 468,069 446,075
BERKSHIRE HATHAWAY ENERGY - 3. 76,312 69,368
BERKSHIRE HATHAWAY ENERGY - 3. 149,421 143,430
COCA COLA CO - 2.125% - 09/06/ 113,333 98,859
COCA COLA CO - 2.900% - 05/25/ 242,340 235,909
COSTCO - 3.000% - 05/17/2027 185,517 174,201
DISNEY WALT CO - 2.950% - 06/1 249,578 233,210
DISNEY WALT CO - 3.000% - 02/1 153,834 142,372
DUKE ENERGY OHIO 1MTG BD - 3.8 101,143 99,231
ESTEE LAUDER COS INC - 2.375% 139,493 112,025
ESTEE LAUDER COS INCNOTE CALL 132,341 118,610
GOOGLE INC - 3.375% - 02/25/20 359,899 347,026
HOME DEPOT INC - 2.950% - 06/1 80,771 72,584
ILLINIOS TOOL - 3.500% - 03/01 252,000 245,911
INTEL CORP - 2.000% - 08/12/20 286,757 226,000
INTEL CORP - 2.450% - 11/15/20 117,695 103,159
JOHN DEERE CAPITAL CORP - 2.60 187,299 170,500
JOHNSON & JOHNSON - 2.950% - 0 84,098 80,303
LILLY ELI &CO - 3.100% - 05/15 232,369 216,364
LILLY ELI &CO NOTE - 2.750% - 95,583 95,788
MERCK & CO INC - 1.450% - 06/2 141,799 112,213
MERCK & CO INC - 2.750% - 02/1 135,011 119,919
MICROSOFT CORP - 3.125% - 11/0 98,707 96,691
MICROSOFT CORP NOTE - 3.300% - 100,775 96,739
MICROSOFT CORP NOTE CALL - 2.8 151,481 147,210
NIKE INC NOTE CALL - 2.375% - 287,244 281,689
PEPSICO INC - 2.750% - 03/01/2 193,534 199,277
PEPSICO INC - 2.750% - 04/30/2 240,148 239,765
PEPSICO INC - 3.000% - 10/15/2 95,967 94,024
PFIZER INC - 2.950% - 03/15/20 141,985 136,907
PFIZER INC - 3.000% - 12/15/20 99,214 94,762
POTOMAC ELEC PWR CO - 3.600% - 203,633 196,675
PRECISION CASTPARTS CORP - 2.5 249,591 249,788
PROCTER AND GAMBLE CO - 2.850% 150,676 145,153
QUALCOMM INC - 1.300% - 05/20/ 281,184 238,966
QUALCOMM INC NOTE - 2.150% - 0 114,778 101,298
SNAP ON INC NOTE CALL - 3.250% 20,179 18,880
STARBUCKS CORP - 2.450% - 06/1 332,420 326,118
SUTTER HEALTH SER 2018A BOND - 379,738 340,413
TEXAS INSTRUMENTS INC - 1.750% 331,051 268,559
TOTAL CAPITAL - 2.700% - 01/25 100,377 99,877
UNITEDHEALTH GROUP - 2.300% - 114,443 100,397
WAL MART - 3.300% - 04/22/2024 304,696 293,972

TY 2022 InvestmentsCorpStockSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 346,466 231,925
ABB LTD 306,774 495,858
ABBOTT LABS 357,316 1,011,386
ABBVIE INC 121,848 454,609
ADVANCED MICRO DEVICES INC 164,720 469,712
ALPHABET INC CL C 166,555 548,351
AMEREN ILL PUB 4.25 263,231 291,900
AMEREN ILL PUB 5.16 150,750 167,500
AMGEN INC 13,273 15,496
APPLE INC 176,642 969,278
AUTOMATIC DATA PROCESSING INC 162,810 894,770
BOSWELL JG CO COM 143,211 215,000
BROADRIDGE FINANCIAL 235,672 315,071
BROWN & BROWN INC 7,433 9,058
CARRIER GLOBAL 155,775 382,511
CHAUTAUQUA INTERNATIONAL GROWT 382,793 547,351
CHEVRON CORP 51,865 179,490
CINCINNATI FINANCIAL CORP 50,524 43,004
CISCO SYSTEMS INC 223,058 263,449
CME GROUP, INC 321,331 330,434
COLUMBIA SPORTSWEAR CO 284,706 335,607
CONNECTICUT LIGHT PREFERRED L 71,960 73,990
CORNING INC 41,458 32,802
COSTCO WHOLESALE CORPORATION 234,388 360,179
DIGITAL RLTY TR INC 299,102 211,469
ECOLAB INC 283,027 228,093
EQUINIX, INC 54,508 317,690
FIDELITY NATIONAL FINANCIAL IN 168,349 209,054
FIRST NATIONAL BANK - AK 906,001 931,880
FRMRS & MRCHNT BK LONG BEACH C 560,001 746,500
GENUINE PARTS COMPANY 4,369 5,899
HOME DEPOT INC 240,316 398,931
ILLINOIS TOOL WORKS 19,567 24,233
ISHARES TRUST MSCI EAFE INDEX 295,321 233,022
JOHNSON & JOHNSON 100,388 282,640
KIMBERLY CLARK CORP 388,470 362,317
MCCORMICK & CO 295,086 521,378
MCDONALD'S CORP 304,104 401,356
MEDTRONIC PLC 315,772 256,010
MERCK & CO INC 167,996 554,750
MICROSOFT CORP 132,701 1,298,626
MONARCH CEMENT CO 186,145 810,000
NESTLE S.A 257,246 508,649
NIAGARA MOHAWK POWER CORP PFD 60,838 58,900
NSTAR ELECT 4.78 PFD 72,675 78,200
PACCAR INC 329,522 695,759
PAYCHEX 264,751 625,411
PENTAIR INC. COM 280,106 334,921
PEPSICO INC 330,390 432,139
PFIZER INC 57,202 85,468
RAYTHEON TECHNOLOGIES CORP 171,713 268,851
SEABOARD CORP 364,000 490,777
SHERWIN-WILLIAMS CO 253,877 356,944
STARBUCKS CORP COM 232,304 639,840
SYSCO CORP 282,701 451,667
UNION ELECTRIC CO 4.5% 174,125 156,000
UNION PACIFIC 284,662 796,805
VANGUARD FTSE EMERGING MARKETS 96,806 77,960
VISA INC 92,291 114,268
W T B FINL CORP CMT CL B 384,300 716,310
WALT DISNEY HOLDINGS CO 206,122 179,060
WEYERHAEUSER CO 116,117 232,500
XYLEM INC 184,623 787,811
ZIMMER BIOMET HOLDINGS 92,660 106,080
ZOETIS INC 83,614 95,844

TY 2022 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   700,000 700,000


TY 2022 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 85,216     85,216
State or Local Filing Fees 85     85


TY 2022 OtherIncomeSchedule2
Name:
Lucky Seven Foundation
EIN:
91-1722000
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INTEREST INCOME FROM NOTES 127,075 70,825  
INTEREST INCOME FROM LOANS 3,500 3,500  
INTEREST INCOME FROM PRIS 4,250 4,250 4,250


TY 2022 OtherIncreasesSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Description Amount
RETURNED GRANTS 52,000


TY 2022 OtherLiabilitiesSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Description Beginning of Year - Book Value End of Year - Book Value
LINE OF CREDIT   3,865,121


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

TY 2022 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
COMMUNITY ROOTS HOUSING   175,000 1,490,000 2018-10 2024-09 INT QRTLY,PRIN & INT DUE MATURITY 3 % NONE EXPENSES FOR BORROWERS PROJECTS N/A 0 CONVERSION OF LLC TO NOTE 0  
FARM POWER NORTHWEST   185,715 185,715 2009-01 2024-12 QUARTERLY INTEREST 7 % NONE BUY BACK LLC INTEREST N/A 0 CONVERSION OF LLC TO NOTE 0 185,715

TY 2022 OtherProfessionalFeesSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 108,392 108,392    


TY 2022 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 2022 13,200      
990-PF Extension for 2021 4,200      
Foreign Tax Paid 3,945 3,945