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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$41,575,651J 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 21,698 21,698  
4 Dividends and interest from securities... 828,632 828,632  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 129,874
b Gross sales price for all assets on line 6a 7,423,546
7 Capital gain net income (from Part IV, line 2)... 457,274
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
281,483 100,617 38,334
12 Total. Add lines 1 through 11........ 1,261,687 1,408,221 38,334
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)......... Click to see attachment
List of Attached Documents:
// Content
1,488 0 0 1,488
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
107,458 107,458    
17 Interest............... 160,571      
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,321 2,147    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
92,921     92,921
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 386,759 109,605 0 94,409
25 Contributions, gifts, grants paid....... 1,820,100 1,820,100
26 Total expenses and disbursements. Add lines 24 and 25 2,206,859 109,605 0 1,914,509
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -945,172
b Net investment income (if negative, enter -0-) 1,298,616
c Adjusted net income (if negative, enter -0-)... 38,334
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 264,477 708,381 708,381
3 Accounts receivable right arrow9,732
Less: allowance for doubtful accounts right arrow     9,732 9,732
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) 597,990 Click to see attachment
List of Attached Documents:
// Content
269,817 		278,379
b Investments—corporate stock (attach schedule)....... 13,075,155 Click to see attachment
List of Attached Documents:
// Content
10,363,783 		24,617,495
c Investments—corporate bonds (attach schedule)....... 8,579,899 Click to see attachment
List of Attached Documents:
// Content
10,319,272 		10,012,410
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 850,000 3,188,539 3,188,539
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
1,175,000 		Click to see attachment
List of Attached Documents:
// Content
1,075,000 		Click to see attachment
List of Attached Documents:
// Content
1,075,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,218,236 27,610,239 41,575,651
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
751,220 		Click to see attachment
List of Attached Documents:
// Content
3,088,395
23 Total liabilities (add lines 17 through 22)......... 751,220 3,088,395
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 25,467,016 24,521,844
29 Total net assets or fund balances (see instructions)..... 25,467,016 24,521,844
30 Total liabilities and net assets/fund balances (see instructions). 26,218,236 27,610,239
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
25,467,016
2
Enter amount from Part I, line 27a .....................
2
-945,172
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
24,521,844
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
24,521,844
Form 990-PF (2024)
Form 990-PF (2024)
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 7,423,546   6,966,272 457,274
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       457,274
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 2 457,274
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 18,051
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 18,051
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 18,051
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,900
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 17,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 156
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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 2024 or the taxable year beginning in 2024? 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
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Brie Backus Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Carol A Backus Dir, 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, Pres, VP
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
Peter G Backus Dir, VP, Pres
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
Edward A Backus Jr 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
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 (2024)
Form 990-PF (2024)
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 107,458
777 EAST WISCONSIN AVENUE
MILWAUKEE,WI532025391
Foundation Source Administrative 92,159
55 Walls Drive 3rd Fl
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 (2024)
Form 990-PF (2024)
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
35,503,457
b
Average of monthly cash balances.......................
1b
2,995,735
c
Fair market value of all other assets (see instructions)................
1c
3,877,554
d
Total (add lines 1a, b, and c).........................
1d
42,376,746
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
2,458,372
3
Subtract line 2 from line 1d.........................
3
39,918,374
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
598,776
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,319,598
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,965,980
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
1,965,980
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,051
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
377
c
Add lines 2a and 2b............................
2c
18,428
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,947,552
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,947,552
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
1,947,552
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
1,914,509
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
1,914,509
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,947,552
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 752,692
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,914,509
a Applied to 2023, but not more than line 2a 752,692
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 2024 distributable amount..... 1,161,817
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		785,735
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

5TH AVENUE THEATRE ASSOCIATION

1326 5TH AVE STE 735
SEATTLE,WA98101 		N/A PC General & Unrestricted 1,500

A PLACE CALLED HOME

2830 S CENTRAL AVE
LOS ANGELES,CA90011 		N/A PC General & Unrestricted 500

A PURPOSEFUL RESCUE INC

1122 CARMONA AVE
LOS ANGELES,CA90019 		N/A PC General & Unrestricted 250

ALLIANCE FOR A JUST SOCIETY

3518 S EDMUNDS ST
SEATTLE,WA98118 		N/A PC NATIVE AMERICAN WOMEN'S DIALOGUE ON INFANT MORTALITY 10,000

ALS THERAPY DEVELOPMENT FOUNDATION INC

480 ARSENAL ST SUITE 201
WATERTOWN,MA02472 		N/A PC General & Unrestricted 4,000

AMERICAN CANCER SOCIETY

2186 KNOLL DR STE A
VENTURA,CA93003 		N/A PC General & Unrestricted 250

AMERICAN CANCER SOCIETY INC

PO BOX 6704
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 250

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 400

AMERICAN CIVIL LIBERTIES UNION OF WASHINGTON FOUND

PO BOX 2728
SEATTLE,WA98111 		N/A PC General & Unrestricted 5,000

AMERICAN NEAR EAST REFUGEE AID INC

1111 14TH ST NW 400
WASHINGTON,DC20005 		N/A PC General & Unrestricted 250

AMERICAN TRUST FBO OXFORD UNIVERSITY

PO BOX 3868
MCLEAN,VA22103 		N/A PC General & Unrestricted 250

ANGEL CITY PIT BULLS

1834 S GRAMERCY PL
LOS ANGELES,CA90019 		N/A PC General & Unrestricted 250

ANNIE WRIGHT SCHOOLS

827 N TACOMA AVE
TACOMA,WA98403 		N/A PC Annual Fund 2,500

ARLINGTON GARDEN IN PASADENA

PO BOX 50617
PASADENA,CA91105 		N/A PC General & Unrestricted 250

ARROYO SECO FOUNDATION

PO BOX 91622
PASADENA,CA91109 		N/A PC General & Unrestricted 250

ARTS CORPS

4408 DELRIDGE WAY SW STE 110
SEATTLE,WA98106 		N/A PC General & Unrestricted 1,000

ASSISTANCE LEAGUE OF SEATTLE WASHINGTON

1415 N 45TH ST
SEATTLE,WA98103 		N/A PC General & Unrestricted 2,000

ASSOCIATION FOR CATHOLIC CHILDHOOD

100 23RD AVE S
SEATTLE,WA98144 		N/A PC Charitable Event 5,000

ASSOCIATION OF AMERICAN RHODES SCHOLARS

PO BOX 3868
MCLEAN,VA22103 		N/A PC General & Unrestricted 250

ASSUMPTION ST BRIDGET SCHOOL PART OF CATHOLIC ARCH

6220 32ND AVE NE
SEATTLE,WA98115 		N/A PC General & Unrestricted 2,500

ATWORK

1935 152ND PL NE
BELLEVUE,WA98007 		N/A PC AtWork! Mission Services fund 5,000

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

BIKE WORKS SEATTLE

3709 S FERDINAND ST
SEATTLE,WA98118 		N/A PC General & Unrestricted 5,000

BROWN UNIVERSITY

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

BURKE MUSEUM ASSOCIATION

BOX 353010 UNIVERSITY OF WASHINGTO
SEATTLE,WA98195 		N/A PC General & Unrestricted 1,000

BUSH SCHOOL

3400 E HARRISON ST
SEATTLE,WA98112 		N/A PC General & Unrestricted 500

CALMATTERS

1017 L ST 261
SACRAMENTO,CA95814 		N/A PC General & Unrestricted 500

CAMERON BOYCE FOUNDATION

5632 VAN NUYS BLVD 1240
SHERMAN OAKS,CA91401 		N/A PC General & Unrestricted 2,000

CAMP NAMANU

10300 SE CAMP NAMANU RD
SANDY,OR97055 		N/A PC General & Unrestricted 5,000

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122 		N/A PC Charitable Event 5,000

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122 		N/A PC Charitable Event 10,000

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122 		N/A PC Cancer Education for Teens 20,000

CANCER PATHWAYS

1400 BROADWAY
SEATTLE,WA98122 		N/A PC General & Unrestricted 9,500

CASA OF LOS ANGELES

201 CENTRE PLZ DR ROOM 1100
MONTEREY PARK,CA91754 		N/A PC General & Unrestricted 500

CASCADE PUBLIC MEDIA

PO BOX 84109
SEATTLE,WA98124 		N/A PC General & Unrestricted 1,250

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST FL 22
NEW YORK,NY10038 		N/A PC General & Unrestricted 5,000

CENTRUM FOUNDATION

PO BOX 1158
PORT TOWNSEND,WA98368 		N/A PC In support of the 2024 Benefit concert 23,500

CHIEF SEATTLE CLUB

410 2ND AVE EXT S
SEATTLE,WA98104 		N/A PC General & Unrestricted 15,000

CHIEF SEATTLE CLUB

410 2ND AVE EXT S
SEATTLE,WA98104 		N/A PC Charitable Event 10,000

CHILDREN OF THE SETTING SUN PRODUCTIONS

PO BOX 1571
BELLINGHAM,WA98227 		N/A PC General & Unrestricted 20,000

CHILDRENS HEALTH DEFENSE

852 FRANKLIN AVE STE 511
FRANKLIN LAKES,NJ07417 		N/A PC General & Unrestricted 7,000

CICLAVIA INC

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

CITY OF HOPE

1500 E DUARTE RD
DUARTE,CA91010 		N/A PC Hematologic Malignancies Research Institute 20,000

CODA INC

1027 E BURNSIDE ST
PORTLAND,OR97214 		N/A PC General & Unrestricted 10,000

COMMON POWER FUTURE

PO BOX 51125
SEATTLE,WA98115 		N/A PC general support, the c3 next-generation leadership program and Action Academy 125,000

COMMON POWER FUTURE

PO BOX 51125
SEATTLE,WA98115 		N/A PC General & Unrestricted 125,000

COMMUNITIES OF ROOTED BRILLIANCE

5224 WILSON AVE S STE 201
SEATTLE,WA98118 		N/A PC Engaging Newcomer Families to Learn and Grow Together 5,000

COMMUNITY ROOTS HOLDING FOUNDATION

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

COYOTE CENTRAL

2300 E CHERRY ST
SEATTLE,WA98122 		N/A PC General & Unrestricted 5,000

DEAF SPOTLIGHT

PO BOX 20191
SEATTLE,WA98102 		N/A PC General & Unrestricted 5,000

DIVINE ALTERNATIVES FOR DADS SERVICES

411 12TH AVE STE 300
SEATTLE,WA98122 		N/A PC DADS Annual Fatherhood Banquet fund 20,000

DOWNTOWN WOMENS CENTER

442 S SAN PEDRO ST
LOS ANGELES,CA90013 		N/A PC General & Unrestricted 500

DUVALL HISTORICAL & OLD STUFF SOCIETY

PO BOX 385
DUVALL,WA98019 		N/A PC The Roots of Duvall Children's Book 5,000

DUWAMISH TRIBAL SERVICES

4705 W MARGINAL WAY SW
SEATTLE,WA98106 		N/A PC General & Unrestricted 15,000

EL CENTRO DE LA RAZA

2524 16TH AVE S
SEATTLE,WA98144 		N/A PC General & Unrestricted 1,000

EL PROGRAMA HISPANO CATOLICO

333 SE 223RD ST
GRESHAM,OR97030 		N/A PC General & Unrestricted 15,000

ELECTRONIC FRONTIER FOUNDATION INC

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

EPIPHANY SCHOOL

3611 E DENNY WAY
SEATTLE,WA98122 		N/A PC General & Unrestricted 1,000

EPIPHANY SCHOOL

3611 E DENNY WAY
SEATTLE,WA98122 		N/A PC Charitable Event 5,000

EPIPHANY SCHOOL

3611 E DENNY WAY
SEATTLE,WA98122 		N/A PC annual fund 2,500

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 5,000

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

FRANKLIN W OLIN COLLEGE OF ENGINEERING INC

1000 OLIN WAY
NEEDHAM,MA02492 		N/A PC General & Unrestricted 1,500

FRIENDS OF MEALI INTERNATIONAL INC

240 BRATTLE ST APT 42
CAMBRIDGE,MA02138 		N/A PC to support for one student at Peace House 6,000

FRIENDS OF MEALI INTERNATIONAL INC

240 BRATTLE ST APT 42
CAMBRIDGE,MA02138 		N/A PC Hope Boys and Girls School in Tanzania 20,000

FRIENDS OF THE EASTERN SIERRA AVALANCHE CENTER

PO BOX 1675
MAMMOTH LAKES,CA93546 		N/A PC General & Unrestricted 250

FRIENDS OF THE JOSHUA TREE

PO BOX 739
JOSHUA TREE,CA92252 		N/A PC General & Unrestricted 500

GROWING GARDENS

3114 SE 50TH AVE
PORTLAND,OR97206 		N/A PC General & Unrestricted 5,000

GUIDE DOGS OF THE DESERT

60735 DILLON RD
WHITEWATER,CA92282 		N/A PC General & Unrestricted 500

HABITS OF WASTE

149 S BARRINGTON AVE 649
LOS ANGELES,CA90049 		N/A PC General & Unrestricted 22,000

HAMLIN ROBINSON SCHOOL

1701 20TH AVE S
SEATTLE,WA98144 		N/A PC General & Unrestricted 20,000

HANFORD CHALLENGE

PO BOX 28989
SEATTLE,WA98118 		N/A PC General & Unrestricted 65,100

HEALING CALIFORNIA

10641 RUSH ST
SOUTH EL MONTE,CA91733 		N/A PC General & Unrestricted 250

HELPING LINK

1032 S JACKSON ST SUITE C
SEATTLE,WA98104 		N/A PC General & Unrestricted 10,000

HENDERSON-NORWESTER CAMP

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

HERO HOUSE

12838 SE 40TH PL
BELLEVUE,WA98006 		N/A PC to support SEATTLE Clubhouse! 5,000

HERO HOUSE

12838 SE 40TH PL
BELLEVUE,WA98006 		N/A PC General & Unrestricted 1,000

HOFFMAN INSTITUTE FOUNDATION

1299 4TH ST 6TH FL
SAN RAFAEL,CA94901 		N/A PC General & Unrestricted 10,000

HOLOCAUST CENTER FOR HUMANITY

2045 2ND AVE
SEATTLE,WA98121 		N/A PC General & Unrestricted 5,000

HUMMINGBIRD INDIGENOUS FAMILY SERVICES

3703 S EDMUNDS ST 105
SEATTLE,WA98118 		N/A PC General & Unrestricted 25,000

IDAHO BASECAMP

PO BOX 183
KETCHUM,ID83340 		N/A PC General & Unrestricted 1,000

IMMANUEL COMMUNITY SERVICES

1215 THOMAS ST
SEATTLE,WA98109 		N/A PC General & Unrestricted 5,000

INDIGENOUS CREATIVES COLLECTIVE

3815 S OTHELLO ST STE 100/348
SEATTLE,WA98118 		N/A PC Cattail Rising fund 20,000

INDIGENOUS CREATIVES COLLECTIVE

3815 S OTHELLO ST STE 100/348
SEATTLE,WA98118 		N/A PC General & Unrestricted 45,000

INFORMED CONSENT ACTION NETWORK

2025 GUADALUPE ST STE 260
AUSTIN,TX78705 		N/A PC General & Unrestricted 4,000

INTERNET ARCHIVE

300 FUNSTON AVE
SAN FRANCISCO,CA94118 		N/A PC General & Unrestricted 250

INTIMAN THEATRE

1425 BROADWAY 35
SEATTLE,WA98122 		N/A PC STARFISH Project 5,000

INVICTUS FOUNDATION

1070 WINDING BRANCH DR
CANTON,GA30114 		N/A PC General & Unrestricted 2,000

INYO MONO ADVOCATES FOR COMMUNITY ACTION INC

PO BOX 845
BISHOP,CA93515 		N/A PC General & Unrestricted 500

JUBILEE WOMENS CENTER

620 18TH AVE E
SEATTLE,WA98112 		N/A PC General & Unrestricted 2,500

JUMPING MOUSE CHILDRENS CENTER

1809 SHERIDAN ST
PORT TOWNSEND,WA98368 		N/A PC General & Unrestricted 2,000

KCRW FOUNDATION INC

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

KUOW-PUGET SOUND PUBLIC RADIO

4518 UNIVERSITY WAY NE STE 310
SEATTLE,WA98105 		N/A PC General & Unrestricted 2,250

LA BALLONA CREEK RENAISSANCE PROGRAM

PO BOX 843
CULVER CITY,CA90232 		N/A PC General & Unrestricted 250

LAKE CITY PARTNERS ENDING HOMELESSNESS

16357 AURORA AVE N
SHORELINE,WA98133 		N/A PC General & Unrestricted 15,000

LAKESIDE SCHOOL

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

LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC

120 WALL ST 19TH FL
NEW YORK,NY10005 		N/A PC In support of the 2024 Seattle Garden Party 17,500

LIBRARY FOUNDATION OF LOS ANGELES

630 W 5TH ST
LOS ANGELES,CA90071 		N/A PC General & Unrestricted 250

LIGHTHOUSE FOR THE BLIND INC

2501 S PLUM ST
SEATTLE,WA98144 		N/A PC Technical Training program 2,000

LIVING WELL KENT COLLABORATIVE

24604 104TH AVE SE UNIT 102
KENT,WA98031 		N/A PC to support Living Well Kent first-ever Fundraising Dinner Celebrating 10th Year Anniversary event 5,000

LOS ANGELES MISSION INC

PO BOX 54059
LOS ANGELES,CA90054 		N/A PC General & Unrestricted 250

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST ST
VERNON,CA90058 		N/A PC General & Unrestricted 500

LOW INCOME HOUSING INSTITUTE

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

LUSHOOTSEED RESEARCH

117 E LOUISA 444
SEATTLE,WA98102 		N/A PC General & Unrestricted 20,000

MAR VISTA FAMILY CENTER

5075 S SLAUSON AVE
CULVER CITY,CA90230 		N/A PC General & Unrestricted 250

MARCH FOR OUR LIVES FOUNDATION

PO BOX 65310
WASHINGTON,DC20035 		N/A PC General & Unrestricted 5,000

MCGILVRA YOUTH SOCCER CLUB

2715 E UNION ST 32
SEATTLE,WA98122 		N/A PC General & Unrestricted 1,000

MEDECINS SANS FRONTIERES USA INC

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

MENTAL HEALTH AMERICA OF LOS ANGELES

3633 E BROADWAY
LONG BEACH,CA90803 		N/A PC General & Unrestricted 500

MERCY CORPS

PO BOX 37800
BOONE,IA50037 		N/A PC General & Unrestricted 250

METHOW CONSERVANCY

PO BOX 71
WINTHROP,WA98862 		N/A PC General & Unrestricted 2,500

MIDNIGHT MISSION

601 S SAN PEDRO ST
LOS ANGELES,CA90014 		N/A PC General & Unrestricted 500

MITCHELL COLLEGE

437 PEQUOT AVE
NEW LONDON,CT06320 		N/A PC General & Unrestricted 2,500

MOJAVE DESERT LAND TRUST

60124 29 PALMS HWY PO BOX 1544
JOSHUA TREE,CA92252 		N/A PC General & Unrestricted 250

MOUNT WILSON INSTITUTE

PO BOX 94146
PASADENA,CA91109 		N/A PC General & Unrestricted 250

NAMI SEATTLE

802 NW 70TH ST
SEATTLE,WA98117 		N/A PC General & Unrestricted 1,500

NATURAL RESOURCES DEFENSE COUNCIL INC

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

NCCN FOUNDATION

3025 CHEMICAL RD STE 100
PLYMOUTH MTNG,PA19462 		N/A PC General & Unrestricted 250

NMDP FOUNDATION

500 N 5TH ST
MINNEAPOLIS,MN55401 		N/A PC General & Unrestricted 250

NORTH HELPLINE

12736 33RD AVE NE STE 100
SEATTLE,WA98125 		N/A PC General & Unrestricted 4,750

NORTHWEST AVALANCHE CENTER

249 MAIN AVE S STE 107 PMB 366
NORTH BEND,WA98045 		N/A PC General & Unrestricted 250

NORTHWEST MARITIME CENTER

431 WATER ST
PORT TOWNSEND,WA98368 		N/A PC Maritime High School- Community Recruitment fund 20,000

NORTHWEST SCHOOL OF WOODEN BOAT BUILDING

42 N WATER ST
PORT HADLOCK,WA98339 		N/A PC to support the Gala event, for Prothro Internship fall/winter program, and to purchase paint, stain and maintenance on school buildings 40,000

NORTHWEST THERAPEUTIC RIDING CENTER

1884 KELLY RD
BELLINGHAM,WA98226 		N/A PC General & Unrestricted 2,500

OPERATION NIGHTWATCH

PO BOX 21181
SEATTLE,WA98111 		N/A PC Charitable Event 20,000

OREGON HUMANE SOCIETY

1067 NE COLUMBIA BLVD
PORTLAND,OR97211 		N/A PC General & Unrestricted 500

OUTDOOR OUTREACH

3980 SHERMAN ST STE 160
SAN DIEGO,CA92110 		N/A PC General & Unrestricted 1,000

OUTDOORS FOR ALL FOUNDATION

1800 RICHARDS RD
BELLEVUE,WA98005 		N/A PC General & Unrestricted 500

PACIFIC RIM INSTITUTE FOR ENVIRONMENTAL STEWARDSHI

180 PARKER RD
COUPEVILLE,WA98239 		N/A PC Environmental Stewardship fund 5,000

PALESTINE CHILDRENS RELIEF FUND

PO BOX 861716
LOS ANGELES,CA90086 		N/A PC General & Unrestricted 250

PARADOX SPORTS

PO BOX 19044
BOULDER,CO80308 		N/A PC General & Unrestricted 250

PASADENA HUMANE SOCIETY

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

PATIENT ADVOCATE FOUNDATION INC

421 BUTLEER FARM RD
HAMPTON,VA23666 		N/A PC General & Unrestricted 500

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC20090 		N/A PC General & Unrestricted 2,000

PLANNED PARENTHOOD GLOBAL INC

123 WILLIAM ST 10TH FL
NEW YORK,NY10038 		N/A SO I General & Unrestricted 500

PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA I

2001 E MADISON ST
SEATTLE,WA98122 		N/A PC General & Unrestricted 6,000

PORTLAND PIANO INTERNATIONAL

PO BOX 6469
PORTLAND,OR97228 		N/A PC General & Unrestricted 7,500

PORTLAND YOUTHBUILDERS

4816 SE 92ND AVE
PORTLAND,OR97266 		N/A PC General & Unrestricted 5,000

PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE

700 EXCHANGE ST
MIDDLEBURY,VT05753 		N/A PC General & Unrestricted 500

PROGRAM FOR EARLY PARENT SUPPORT

4649 SUNNYSIDE AVE N STE 324
SEATTLE,WA98103 		N/A PC General & Unrestricted 13,500

PROGRAM FOR EARLY PARENT SUPPORT

4649 SUNNYSIDE AVE N STE 324
SEATTLE,WA98103 		N/A PC to support PEPS Benefit Luncheon 3,500

PROJECT ANGEL FOOD

922 VINE ST
LOS ANGELES,CA90038 		N/A PC General & Unrestricted 250

PUSHING BOUNDARIES

4162 148TH AVE NE
REDMOND,WA98052 		N/A PC General & Unrestricted 1,000

RAGGED MOUNTAIN FOUNDATION INC

PO BOX 948
SOUTHINGTON,CT06489 		N/A PC General & Unrestricted 250

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 6,500

RE SOURCES

2309 MERIDIAN ST
BELLINGHAM,WA98225 		N/A PC General & Unrestricted 10,000

REAL CHANGE HOMELESS EMPOWERMENT PROJECT

219 1ST AVE S STE 220
SEATTLE,WA98104 		N/A PC General & Unrestricted 40,500

REAL ESCAPE FROM THE SEX TRADE

4215 RAINIER AVE STE B
SEATTLE,WA98118 		N/A PC General & Unrestricted 1,000

RED BADGE PROJECT

1816 38TH AVE E
SEATTLE,WA98112 		N/A PC General & Unrestricted 500

RED EAGLE SOARING

108 S WASHINGTON ST STE 308
SEATTLE,WA98104 		N/A PC General & Unrestricted 25,000

RISE ABOVE

10531 DENSMORE AVE N
SEATTLE,WA98133 		N/A PC General & Unrestricted 20,000

ROAD2HOME

2101 CORNWALL AVE STE 202
BELLINGHAM,WA98225 		N/A PC To fund the expansion of its Volunteer Ally Program and both the operation of the 35-unit Gardenview Tiny Home Village and an increase in the case management services provided to Village residents 50,000

RUBY ROOM

PO BOX 1586
ISSAQUAH,WA98027 		N/A PC General & Unrestricted 2,000

SAFE HARBOR FREE CLINIC

7209 265TH ST NW STE 204
STANWOOD,WA98292 		N/A PC General & Unrestricted 2,000

SAIL SAND POINT

7777 62ND AVE NE SUITE 101
SEATTLE,WA98115 		N/A PC Scholarship fund for summer sailing, homeless kids sailing fund and to help maintain and to purchase a boat if that is what they need 45,000

SAINTS PANTRY FOOD BANK

PO BOX 1064
SHELTON,WA98584 		N/A PC The Saints' Pantry Food Bank 5,000

SAN DIEGO BIRD ALLIANCE

4010 MORENA BLVD STE 100
SAN DIEGO,CA92117 		N/A PC Charitable Event 5,000

SAN DIEGO PUBLIC LIBRARY FOUNDATION

330 PARK BLVD
SAN DIEGO,CA92101 		N/A PC General & Unrestricted 250

SAN GORGONIO WILDERNESS ASSOCIATION

34701 MILL CREEK RD
MENTONE,CA92359 		N/A PC General & Unrestricted 250

SARANAC LAKE INTERFAITH FOOD PANTRY

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

SEATTLE CENTER FOUNDATION

305 HARRISON STE 310
SEATTLE,WA98109 		N/A PC Seattle/King County 2025 Medical Clinic 50,000

SEATTLE INDIAN HEALTH BOARD

611 12TH AVE S
SEATTLE,WA98144 		N/A PC General & Unrestricted 5,000

SEATTLE JAZZED

380 BOREN AVE N
SEATTLE,WA98109 		N/A PC General & Unrestricted 5,000

SEQUOIA PARKS CONSERVANCY

47050 GENERALS HWY UNIT 10
THREE RIVERS,CA93271 		N/A PC General & Unrestricted 250

SKAGIT PRE-SCHOOL ASSOCIATION AND RESOURCE CENTER

320 PACIFIC PL
MOUNT VERNON,WA98273 		N/A PC SPARC birth to Three Program 25,000

SOUTHEAST EFFECTIVE DEVELOPMENT

5117 RAINIER AVE S
SEATTLE,WA98118 		N/A PC Charitable Event 5,000

SOUTHEAST EFFECTIVE DEVELOPMENT

5117 RAINIER AVE S
SEATTLE,WA98118 		N/A PC Seattle Indian Services Commission FUND 20,000

SOUTHEAST YOUTH AND FAMILY SERVICES

3722 S HUDSON ST
SEATTLE,WA98118 		N/A PC Parent-Child+ enhancements FUND 1,000

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 500

SSP INTERNATIONAL INC

1207 DELAWARE AVE 680
WILMINGTON,DE19806 		N/A PC General & Unrestricted 500

ST VINCENT DE PAUL VILLAGE INC

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

STATION L ROWING CLUB

PO BOX 14171
PORTLAND,OR97293 		N/A PC General & Unrestricted 2,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		N/A PC General & Unrestricted 250

STONEWALL YOUTH

PO BOX 7383
OLYMPIA,WA98507 		N/A PC Project QTCare 5,000

STREET ROOTS

211 NW DAVIS ST
PORTLAND,OR97209 		N/A PC General & Unrestricted 2,500

STUDIO EAST TRAINING FOR THE PERFORMING ARTS

10718 NE 68TH ST
KIRKLAND,WA98033 		N/A PC SchoolStage 5,000

SURFRIDER FOUNDATION

PO BOX 73550
SAN CLEMENTE,CA92673 		N/A PC General & Unrestricted 500

THE ACCESS FUND

PO BOX 17010
BOULDER,CO80308 		N/A PC General & Unrestricted 750

THE CHRYSALIS CENTER

522 S MAIN ST
LOS ANGELES,CA90013 		N/A PC General & Unrestricted 1,000

THE FID GROUP

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

THE LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 22445
NEW YORK,NY10087 		N/A PC General & Unrestricted 2,000

THE MOUNTAINS TO SOUND GREENWAY TRAIL

2701 1ST AVE STE 240
SEATTLE,WA98121 		N/A PC General & Unrestricted 2,000

THE PEOPLE CONCERN

2116 ARLINGTON AVE STE 100
LOS ANGELES,CA90018 		N/A PC General & Unrestricted 750

THE PRISON SCHOLAR FUND

1752 NW MARKET ST 953
SEATTLE,WA98107 		N/A PC General & Unrestricted 900

THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SE

909 4TH AVE
SEATTLE,WA98104 		N/A PC General & Unrestricted 5,000

THEATRE PUGET SOUND

305 HARRISON ST STE 401-A
SEATTLE,WA98109 		N/A PC Space4Arts PROGRAM 5,000

TREEHOUSE

2100 24TH AVE S STE 200
SEATTLE,WA98144 		N/A PC General & Unrestricted 2,000

TREEPEOPLE INC

12601 MULHOLLAND DR
BEVERLY HILLS,CA90210 		N/A PC General & Unrestricted 500

TUNE IN TO NATURE ORG

PO BOX 99456
SEATTLE,WA98139 		N/A PC General & Unrestricted 2,000

TUPPER LAKE COMMUNITY FOOD PANTRY

PO BOX 731
TUPPER LAKE,NY12986 		N/A PC General & Unrestricted 250

UNION CULTURAL CENTER

PO BOX 14273
SEATTLE,WA98114 		N/A PC Grounded in Freedom 5,000

UNION STATION HOMELESS SERVICES

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

UPLIFT NORTHWEST

2515 WESTERN AVE
SEATTLE,WA98121 		N/A PC General & Unrestricted 2,500

UPLIFT NORTHWEST

2515 WESTERN AVE
SEATTLE,WA98121 		N/A PC FUNDS FOR Annual empowerment luncheon 20,000

UPLIFT NORTHWEST

2515 WESTERN AVE
SEATTLE,WA98121 		N/A PC Charitable Event 10,000

URBAN AMERICAN INDIAN ALASKA NATIVE EDUCATION ALLI

1810 N 103RD ST APT 101
SEATTLE,WA98133 		N/A PC General & Unrestricted 25,000

URBAN ASSOCIATION OF FORESTRY AND FIRE PROFESSIONA

110 W 6TH ST UNIT 162
AZUSA,CA91702 		N/A PC General & Unrestricted 500

VASHON REPERTORY THEATRE

13318 SW 261ST PL
VASHON,WA98070 		N/A PC The Story of Edgar Sawtelle 5,000

WA THERAPY FUND FOUNDATION

4501 15TH AVE S STE 102
SEATTLE,WA98108 		N/A PC General & Unrestricted 10,000

WASHINGTON STATE UNIVERSITY

PO BOX 641025
PULLMAN,WA99164 		N/A PC General & Unrestricted 500

WASHINGTON STATE UNIVERSITY FOUNDATION

PO BOX 641927
PULLMAN,WA99164 		N/A PC Elson S. Floyd College of Medicine (ESFCOM) Scholarship Fund awarded to students 240,000

WE HEART SEATTLE

2324 1ST AVE APT 503
SEATTLE,WA98121 		N/A PC General & Unrestricted 20,000

WEST SIDE FOOD BANK A NON-PROFIT CORPORATION

1710 22ND ST
SANTA MONICA,CA90404 		N/A PC General & Unrestricted 500

WESTWIND STEWARDSHIP GROUP

5933 NE WIN SIVERS DR
PORTLAND,OR97220 		N/A PC General & Unrestricted 7,500

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		N/A PC General & Unrestricted 250

WILLAMETTE RIVERKEEPER

454 WILLAMETTE ST 218
EUGENE,OR97401 		N/A PC General & Unrestricted 10,000

WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC

120 BROADWAY STE 1750
NEW YORK,NY10271 		N/A PC General & Unrestricted 350

WORLD WITHOUT HATE INC

140 LAKESIDE AVE STE 31A
SEATTLE,WA98122 		N/A PC General & Unrestricted 500

YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN L

1127 N AVALON BLVD
WILMINGTON,CA90744 		N/A PC General & Unrestricted 250

YOUTH IN ACTION INC

672 BROAD ST
PROVIDENCE,RI02907 		N/A PC General & Unrestricted 250

YOUTHCARE

PO BOX 15258
SEATTLE,WA98115 		N/A PC General & Unrestricted 3,000
Total .................................right arrow 3a 1,820,100
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 21,698  
4 Dividends and interest from securities ....     14 828,632  
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 ............ 		    18 129,874  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINTEREST INCOME FROM NOTES 		    14 58,783  
bINTEREST INCOME FROM LOANS 525990 180,866 14 3,500  
cINTEREST INCOME FROM PRIS         38,334
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 180,866 1,042,487 38,334
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,261,687
(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. INCOME EARNED FROM PROGRAM RELATED INVESTMENT LOANS PROVIDED TO PROMOTE AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES THROUGH HOMEBUYER EDUCATION & FINANCIAL PLANNING, BUYER PURCHASE ASSISSTANCE LOANS & ORIGINATION & HOME CONSTRUCTION.
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 4.950% - 03/15/20 29,923 30,000
ADOBE INC - 2.300% - 02/01/193 210,856 177,875
AIR PRODUCT - 4.600% - 02/08/2 687,458 681,847
AMAZON - 4.700% - 12/01/1932 287,891 288,321
AMAZON INC - 1.650% - 05/12/20 120,998 109,284
APPLE INC - 2.500% - 02/09/202 235,868 249,451
APPLE INC NOTE CALL - 3.350% - 209,440 200,873
AUTOMATIC DATA PROCESSING - 3. 468,070 456,323
BERKSHIRE HATHAWAY ENERGY - 3. 76,312 71,378
BRISTOL-MYERS SQUIBBCO NOTE - 634,689 627,733
CATERPILLAR FINL - 5.400% - 03 355,880 355,562
CISCO SYS INC - 4.950% - 02/26 588,960 586,897
COCA COLA CO - 2.125% - 09/06/ 113,333 103,049
COCA COLA CO - 2.900% - 05/25/ 242,340 241,848
COSTCO - 3.000% - 05/17/2027 185,517 179,633
DEERE JOHN CAPITAL CORP MTN - 339,075 326,053
DISNEY WALT CO - 2.950% - 06/1 249,578 241,018
DISNEY WALT CO - 3.000% - 02/1 153,834 147,645
ESTEE LAUDER COS INC - 2.375% 139,493 115,777
GILEAD - 3.500% - 02/01/2025 117,471 119,838
HOME DEPOT INC - 2.950% - 06/1 80,771 74,192
HONEYWELL - 4.950% - 09/01/203 245,799 245,138
INTUIT INC - 5.200% - 09/15/20 184,644 180,324
JOHNSON & JOHNSON - 2.950% - 0 84,098 82,444
JOHNSON & JOHNSON - 4.900% - 0 106,742 105,675
LILLY ELI &CO - 3.100% - 05/15 232,369 223,224
LILLY ELI &CO NOTE - 2.750% - 95,583 99,197
MERCK & CO INC - 1.450% - 06/2 141,799 117,471
MERCK & CO INC - 2.750% - 02/1 135,011 124,762
MICROSOFT CORP - 3.125% - 11/0 98,707 98,957
MICROSOFT CORP - 4.200% - 11/0 225,288 219,913
MICROSOFT CORP NOTE - 3.300% - 100,775 97,904
NIKE INC NOTE CALL - 2.375% - 287,244 293,973
NORTHERN TR CORP - 3.650% - 08 76,488 77,236
NORTHERN TR CORP NOTE - 4.000% 135,849 138,154
PEPSICO INC - 2.750% - 04/30/2 240,148 248,635
PEPSICO INC - 3.000% - 10/15/2 95,967 96,271
PFIZER INC - 3.000% - 12/15/20 99,214 97,292
PROCTER AND GAMBLE CO - 2.850% 150,676 149,171
QUALCOMM INC - 1.300% - 05/20/ 281,184 255,757
QUALCOMM INC NOTE - 2.150% - 0 114,778 105,303
SNAP ON INC NOTE CALL - 3.250% 20,179 19,427
STARBUCKS CORP - 2.450% - 06/1 332,420 339,421
SUTTER HEALTH SER 2018A BOND - 379,739 354,670
TEXAS INSTRUMENTS INC - 1.750% 331,051 278,257
UNION PAC COPR - 6.250% - 05/0 296,216 291,846
UNION PAC CORP NOTE - 4.750% - 139,620 140,357
UNITED PARCEL SERVICS - 5.150% 45,484 44,939
UNITEDHEALTH GROUP - 2.300% - 114,443 102,095

TY 2024 InvestmentsCorpStockSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 357,316 1,041,969
ABBVIE INC 121,848 499,870
ACCENTURE PLC 50,715 54,527
ADVANCED MICRO DEVICES INC 148,253 788,396
ALPHABET INC CL C 166,555 1,176,919
AMGEN INC 63,303 74,282
ANALOG DEVICES INC 252,878 296,382
APPLE INC 176,642 1,868,132
ATMOS ENERGY CORP 92,511 108,631
AUTOMATIC DATA PROCESSING INC 162,810 1,096,567
BECTON DICKINSON & CO 99,721 90,294
BOSWELL JG CO COM 143,211 136,750
BROADRIDGE FINANCIAL 224,182 504,633
BROWN & BROWN INC 53,440 84,167
CARRIER GLOBAL 74,150 301,300
CHAUTAUQUA INTERNATIONAL GROWT 382,792 681,035
CHEVRON CORP 83,599 176,560
CINCINNATI FINANCIAL CORP 249,629 307,805
CISCO SYSTEMS INC 248,226 357,272
CONNECTICUT LIGHT PREFERRED L 49,652 49,991
COSTCO WHOLESALE CORPORATION 234,388 722,937
EQUINIX, INC 54,508 457,302
EXXON MOBIL CORP 103 108
FASTENAL COMPANY 24,888 24,881
FIRST NATIONAL BANK - AK 498,299 512,930
GENUINE PARTS COMPANY 128,804 95,043
GILEAD SCIENCES INC 92,507 110,105
HOME DEPOT INC 240,316 491,294
ILLINOIS TOOL WORKS 94,435 103,960
INTUIT 107,363 137,642
JOHNSON & JOHNSON 141,380 268,849
KENVUE INC 37,875 40,992
LOCKHEED MARTIN CORP 24,692 24,783
MCCORMICK & CO 295,086 479,550
MCDONALD'S CORP 304,104 441,502
MEDTRONIC PLC 436,939 381,667
MERCK & CO INC 167,996 497,400
MICROSOFT CORP 127,733 2,201,494
MONDELEZ INTERNATIONAL INC 49,953 40,616
NESTLE S.A 257,246 360,297
PACCAR INC 329,522 1,096,891
PAYCHEX 264,751 758,871
PEPSICO INC 330,390 363,728
PFIZER INC 57,202 44,252
POOL CORP 102,555 99,554
SHERWIN-WILLIAMS CO 253,877 511,255
STARBUCKS CORP COM 232,304 588,563
STERIS PLC 85,279 83,046
STRYKER CORPORATION 97,995 125,297
SYSCO CORP 282,701 451,726
TE CONNECTIVITY LTD 143,460 151,977
TEXAS INSTRUMENTS INC 306,204 348,956
TRACTOR SUPPLY CO COM 134,140 154,670
UNION PACIFIC 284,662 877,498
UNITED PARCEL SERVICE 107,000 71,877
VISA INC 92,291 173,822
W T B FINL CORP CMT CL B 384,299 651,000
WEC ENERGY GROUP, INC 92,681 94,886
WEYERHAEUSER CO 116,117 211,125
XYLEM INC 146,305 669,667

TY 2024 InvestmentsGovtObligationsSch
Name:
Lucky Seven Foundation
EIN:
91-1722000
US Government Securities - End of Year Book Value:

269,817
US Government Securities - End of Year Fair Market Value:

278,379
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 LegalFeesSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 1,488     1,488


TY 2024 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 - 7%   75,000 75,000
PRI - HOMESIGHT   1,000,000 1,000,000


TY 2024 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 92,159     92,159
State or Local Filing Fees 510     510
Website Hosting/Support 252     252


TY 2024 OtherIncomeSchedule2
Name:
Lucky Seven Foundation
EIN:
91-1722000
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INTEREST INCOME FROM NOTES 58,783 58,783  
INTEREST INCOME FROM LOANS 184,366 3,500  
INTEREST INCOME FROM PRI 38,334 38,334 38,334


TY 2024 OtherLiabilitiesSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Description Beginning of Year - Book Value End of Year - Book Value
LINE OF CREDIT 751,220 3,088,395


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TY 2024 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 2025-09 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 2026-12 QUARTERLY INTEREST 7 % NONE BUY BACK LLC INTEREST N/A 0 CONVERSION OF LLC TO NOTE 0 185,715

TY 2024 OtherProfessionalFeesSchedule
Name:
Lucky Seven Foundation
EIN:
91-1722000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 107,458 107,458    


TY 2024 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 2024 17,900      
990-PF Excise Tax for 2023 1,674      
990-PF Extension for 2023 2,600      
Foreign Tax Paid 2,147 2,147