KEN BIRDWELL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KEN BIRDWELL FOUNDATION (EIN 82-5328231)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202433129349101508
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T13:03:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825328231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN BIRDWELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (DBA MAGIC CABINET) C/O CLARK NUBER PS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENB | BusinessNameControlTxt |
| Phone | 4254544919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA ENGEL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2066792215 | PhoneNum |
| Signature | 2024-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2024-10-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $100,008,103 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,111,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,255,064 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $891,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,716,285 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $365,429 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,542,677 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,041 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,545,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,720,534 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $191,472 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,472 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,439,785 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,337,827 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $886,238 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $886,238 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,511 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,511 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,548 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,921 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,870 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $725,028 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $388,837 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $320,214 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,236 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $61,449 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $61,449 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $121,231 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $112,725 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $389,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,634 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $386,983 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,978,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $409,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,375,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,973,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,473,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,952,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $409,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,848,872 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,406,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,310,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,966,193 | CashBOYAmt |
| Cash EOY | $2,275,152 | CashEOYAmt |
| Cash EOYFMV | $2,275,152 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,101,564 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,857,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,857,358 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,484,075 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $698,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $698,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $24,043,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,827,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,827,064 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,313,794 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $35,397,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,397,099 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,656,630 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,953,430 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,953,430 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $107,565,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,008,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $100,008,103 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,312 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $208,225 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,500,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $35,312 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,708,225 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $107,530,273 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $98,299,878 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,530,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,299,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,565,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $100,008,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,530,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,406,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,176,295 | OtherIncreasesAmt |
| Subtotal | $98,299,878 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,299,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2023-12-31 | $24,661,249 | $23,807,101 | $854,148 | $854,148 | |
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2023-12-31 | $43,812 | $17,561 | $26,251 | $26,251 | |
| PASS THROUGH CAPITAL GAINS/LOSSES FROM K-1S | 2021-01-01 | 2023-12-31 | $526,194 | -$526,194 | -$526,194 | P | |
| CAPITAL GAIN DISTRIBUTIONS | 2021-01-01 | 2023-12-31 | $11,224 | $11,224 | $11,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $365,429 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,022 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,022 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $114,568 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $114,568 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,546 | OverpaymentAmt |
| Applied To ES Tax | $68,546 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MAGICCABINET.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTEN GREEN THE CLARIUS GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064627400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 3RD AVENUE NO 3050 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEN BIRDWELL | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| REBECCA SPADONI | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KEITH VERNON | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | SECRETARY AND TREASURER | 2.00 | $0 | $0 | $0 |
| KEN DAVIS | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | SECRETARY (PART YEAR) | 2.00 | $0 | $0 | $0 |
| CHRISTINA ENGEL | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | CHIEF EXECUTIVE OFFICER | 40.00 | $191,472 | $30,757 | $0 |
| TRISH DZIKO MILINES | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LETICIA LANDA | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TIFFANY JOHNSON | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | CHIEF STRATEGY OFFIC | 40.00 | $184,556 | $23,663 | $0 |
| MYESHIA GRICE-ROBINSON | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | CO-PROGRAM DIRECTOR | 40.00 | $170,448 | $37,174 | $0 |
| EDWARD LEE | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | CHIEF OPERATIONS OFF | 40.00 | $166,160 | $41,364 | $0 |
| KAREN TOERING | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | DIRECTOR OF ADVOCACY | 40.00 | $153,049 | $39,954 | $0 |
| JACKIE SCHULTZ | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | DIR. OPERATIONS- PEO | 40.00 | $159,971 | $21,133 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 17 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE CLARIUS GROUP | |||||
| 990 3RD AVE | SEATTLE | WA | 98104 | INVESTMENT MANAGEMENT | $256,635 |
| SHIFT COMMUNICATIONS | |||||
| 1101 W RIVER PKSY STE 400 | MINNEAPOLIS | MN | 55415 | MARKETING | $70,000 |
| IN THE WORKS LLC | |||||
| 1424 11TH AVE STE 400 | SEATTLE | WA | 98105 | FACILIATION/ TRAINING | $61,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 12 | Description1Txt |
| Expenses1 | $263,866 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $69,464,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,322,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,656,630 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,443,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,443,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,536,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,906,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,045,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,045,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,022 | TotalTaxAmt |
| Distributable Before Adj | $4,999,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,999,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,999,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,848,872 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,848,872 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,999,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $140,524 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $919,429 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $625,143 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,665,178 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,299,067 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,649,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,848,872 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,999,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,849,545 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,498,886 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $140,524 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,358,362 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $919,429 | ExcessFromYear4Amt |
| Excess From Year3 | $625,143 | ExcessFromYear3Amt |
| Excess From Year2 | $3,665,178 | ExcessFromYear2Amt |
| Excess From Year1 | $7,299,067 | ExcessFromYear1Amt |
| Excess From Current Year | $11,849,545 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEN BIRDWELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (204 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A PLACE-2-LIVE | ||||||
| 301 GEORGE STREET SUITE 215 | VALLEJO | CA | 94590 | PC | CAPACITY BUILDING SUPPORT FOR: ACCOUNTING AND PAYROLL GROWTH MANAGEMENT | $28,001 |
| A PLACE-2-LIVE | ||||||
| 301 GEORGE STREET SUITE 215 | VALLEJO | CA | 94590 | PC | CAPACITY BUILDING SUPPORT FOR: ED SALARY-GROWTH MANAGEMENT, TAX AND PAYROLL GRANT PROPOSAL | $8,885 |
| A PLACE-2-LIVE | ||||||
| 301 GEORGE STREET SUITE 215 | VALLEJO | CA | 94590 | PC | CAPACITY BUILDING SUPPORT FOR: OFFICE EQUIPMENT & SOFTWARE SYSTEMS | $2,270 |
| A PLACE-2-LIVE | ||||||
| 301 GEORGE STREET SUITE 215 | VALLEJO | CA | 94590 | PC | CAPACITY BUILDING SUPPORT FOR: EXECUTIVE DIRECTOR SALARY- GROWTH MANAGEMENT, TECHNOLOGY & SOFTWARE | $76,097 |
| A PLACE-2-LIVE | ||||||
| 301 GEORGIA STREET SUITE 215 | VALLEJO | CA | 94590 | PC | GALA SPONSORSHIP | $500 |
| AFGHAN HEALTH INITIATIVE | ||||||
| 30607 134TH AVE SE | AUBURN | WA | 98092 | PC | CAPACITY BUILDING SUPPORT FOR: GRANTWRITER FUNDRAISER ADMIN ASSIST ADDENDUM, AND STAFF RETREAT | $66,000 |
| AFGHAN HEALTH INITIATIVE | ||||||
| 30607 134TH AVE SE | AUBURN | WA | 98092 | PC | CAPACITY BUILDING SUPPORT FOR: ADMIN ASSISTANT/OFFICE MANAGER | $58,938 |
| AFGHAN HEALTH INITIATIVE | ||||||
| 30607 134TH AVE SE | AUBURN | WA | 98092 | PC | CAPACITY BUILDING SUPPORT FOR: GRANTS AND FUNDRAISING | $69,212 |
| AFRICAN QUEENS | ||||||
| 360 GRAND AVE | OAKLAND | CA | 94610 | PC | GALA SPONSORSHIP | $500 |
| ALLIED MEDIA PROJECTS | ||||||
| 4126 THIRD AVE | DETROIT | MI | 48201 | PC | PHILANTHROPIC PARTNERSHIPS GRANT | $50,000 |
| ARTS CORPS | ||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | CAPACITY BUILDING SUPPORT FOR: EQUIPMENT UPDATES FOR RETURNING TO THE OFFICE, CONSULTANT FOR SALESFORCE TRAINING, DEVELOPMENT AND COMMUNICATIONS SUPPORT | $19,783 |
| ARTS CORPS | ||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | CAPACITY BUILDING SUPPORT FOR: CONSULTANTS FOR FINANCE AND HUMAN RESOURCES | $22,348 |
| ARTS CORPS | ||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | CAPACITY BUILDING SUPPORT FOR: CONSULTANTS FOR FINANCE AND DEVELOPMENT | $88,500 |
| ARTS CORPS | ||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | CAPACITY BUILDING SUPPORT FOR: SALESFORCE CONSULTANT AND AUDIT | $62,000 |
| ARTS CORPS | ||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | GALA SPONSORSHIP | $500 |
| ASIAN WOMEN'S SHELTER | ||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | CAPACITY BUILDING SUPPORT FOR: GRANT WRITER & ADMIN | $115,620 |
| BRAINUP | ||||||
| PO BOX 244 | FRANKFORT | IL | 60423 | PC | GALA SPONSORSHIP | $850 |
| CALIFORNIA YOUTH CONNECTION | ||||||
| 490 LAKE PARK AVENUE 10675 | OAKLAND | CA | 94601 | PC | GALA SPONSORSHIP | $550 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISING & FINANCE RECRUITMENT, AND ONGOING STRATEGIC SUPPORT | $32,000 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: HR CONTRACTING & ONGOING SUPPORT, LEGAL COUNSEL & UNION NEGOTIATION | $79,778 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: CRISIS COMMUNICATIONS CONSULTANT | $10,000 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: LEGAL COUNSEL AND INTERPRETATION SERVICES, DEVELOPMENT & COMMUNICATIONS TRANSITION & ONBOARDING | $72,693 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: HR CONSULTANT & SUPPORT | $6,020 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | GALA SPONSORSHIP | $550 |
| CENTER FOR EMPOWERING REFUGEES & IMMIGRANTS | ||||||
| 554 GRAND AVE | OAKLAND | CA | 94610 | PC | CAPACITY BUILDING SUPPORT FOR: STRENGTHENING EQUITY ACROSS EMPLOYEES (TRAINING AND HR MANUAL REVIEW), A NEW HOME FOR CERI (INCREASED RENT COSTS), AND STRENGTHENING ADMINISTRATIVE SUPPORT | $143,800 |
| CENTER FOR EMPOWERING REFUGEES & IMMIGRANTS | ||||||
| 554 GRAND AVE | OAKLAND | CA | 94610 | PC | CAPACITY BUILDING SUPPORT FOR: SALESFORCE ADMIN SUPPORT | $60,000 |
| CENTER FOR EMPOWERING REFUGEES & IMMIGRANTS | ||||||
| 554 GRAND AVE | OAKLAND | CA | 94610 | PC | GALA SPONSORSHIP | $500 |
| CENTER FOR HABITAT RECONSTRUCTION | ||||||
| HC- BUZON 15562 | AGUAS BUENAS | PR | 007030000 | PC | PHILANTHROPIC PARTNERSHIPS GRANT | $448,333 |
| CENTER FOR HUMAN DEVELOPMENT | ||||||
| 901 SUNVALLEY BLVD STE 220 | CONCORD | CA | 94520 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGEMS 2028: BOARD STRATEGIC PLANNING PROCESS | $45,000 |
| CENTER FOR HUMAN DEVELOPMENT | ||||||
| 901 SUNVALLEY BLVD STE 220 | CONCORD | CA | 94520 | PC | CAPACITY BUILDING SUPPORT FOR: SENIOR EXECUTIVE LEADERSHIP: SUCCESSION PLANNING | $90,634 |
| CENTER FOR HUMAN DEVELOPMENT | ||||||
| 901 SUNVALLEY BLVD STE 220 | CONCORD | CA | 94520 | PC | GALA SPONSORSHIP | $500 |
| CHOOSE 180 | ||||||
| 1416 SW 151ST STREET | BURIEN | WA | 98166 | PC | CAPACITY BUILDING SUPPORT FOR: MARKETING MANAGER | $96,052 |
| CHOOSE 180 | ||||||
| 1416 SW 151ST STREET | BURIEN | WA | 98166 | PC | GALA SPONSORSHIP | $500 |
| COALITION ON HOMELESSNESS | ||||||
| 280 TURK ST | SAN FRANCISCO | CA | 94102 | PC | GALA SPONSORSHIP | $500 |
| COALITION ON HOMELESSNESS | ||||||
| 280 TURK ST | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: COMPUTERS: EQUIPMENT REPLACEMENTS | $12,133 |
| COALITION ON HOMELESSNESS | ||||||
| 280 TURK ST | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: COMPENSATION: STAFF WAGE INCREASE | $66,797 |
| COALITION ON HOMELESSNESS | ||||||
| 280 TURK ST | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: COMPUTERS: EQUIPMENT REPLACEMENTS | $10,700 |
| COALIUCIONDE COALICIONES | ||||||
| 44 ISABEL ST | PONCE | PR | 00730 | PC | PHILANTHROPIC PARTNERSHIPS GRANT | $448,333 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: EXECUTIVE STAFFING: SR. HR DIRECTOR EXTENSION & NEW COO | $165,000 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIP | $500 |
| CONGOLESE INTEGRATION NETWORK | ||||||
| 19550 INTERNATIONAL BLVD STE 103 | SEATAC | WA | 98188 | PC | CAPACITY BUILDING SUPPORT FOR: KOTOMBOLA II: SALARY FOR HR/OPERATIONS DIRECTOR, ADMIN ASSISTANT, PART-TIME BOOKKEEPER, & PART-TIME FUND DEVELOPMENT POSITION | $92,333 |
| CONGOLESE INTEGRATION NETWORK | ||||||
| 19550 INTERNATIONAL BLVD STE 103 | SEATAC | WA | 98188 | PC | CAPACITY BUILDING SUPPORT FOR: MAISHA: IMMIGRATION LEGAL SUPPORT, RESEARCH & CERTIFICATION PROGRAM | $166,667 |
| CONGOLESE INTEGRATION NETWORK | ||||||
| 19550 INTERNATIONAL BLVD STE 103 | SEATAC | WA | 98188 | PC | GALA SPONSORSHIP | $500 |
| DECOLONIZING WEALTH PROJECT | ||||||
| 4126 THIRD STREET | DETROIT | MI | 48201 | PC | PHILANTHROPIC PARTNERSHIPS GRANT | $500,000 |
| EAST AFRICAN COMMUNITY SERVICES | ||||||
| 7050 32ND AVE S | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: BUILDING EXECUTIVE & BOARD CAPACITY | $160,000 |
| EAST AFRICAN COMMUNITY SERVICES | ||||||
| 7050 32ND AVE S | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIP | $500 |
| EAST BAY COMMUNITY FOUNDATION | ||||||
| 200 FRANK H OGAWA PLAZA | OAKLAND | CA | 94612 | PC | PHILANTHROPIC PARTNERSHIPS GRANT | $100,000 |
| EAST OAKLAND BOXING ASSOCIATION | ||||||
| 816 98TH AVE | OAKLAND | CA | 94603 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF COMPENSATION: SALARY SUPPORT FOR EXECUTIVE DIRECTOR, PROGRAM DEVELOPMENT MANAGER, YOUTH DEVELOPMENT PROGRAM COORDINATOR, PROGRAM ASSISTANT, & BOXING COACH | $166,000 |
| EAST OAKLAND BOXING ASSOCIATION | ||||||
| 816 98TH AVE | OAKLAND | CA | 94603 | PC | GALA SPONSORSHIP | $500 |
| EASTSIDE ARTS ALLIANCE | ||||||
| 2277 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | PC | CAPACITY BUILDING SUPPORT FOR: SALARY INCREASES AND OPERATIONS DIRECTOR, AND HR - DENTAL AND INCREASED BENEFITS COSTS | $277,613 |
| EASTSIDE ARTS ALLIANCE | ||||||
| 2277 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF PROFESSIONAL DEVELOPMENT, STAFF RETENTION AND PROGRAM SUPPORT | $12,795 |
| EASTSIDE ARTS ALLIANCE | ||||||
| 2277 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | PC | GALA SPONSORSHIP | $500 |
| EDEN YOUTH & FAMILY CENTER | ||||||
| 680 W TENNYSON RD | HAYWARD | CA | 94544 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF RETENTION: COLA INCREASES & PAY SCALE ADJUSTMENTS | $92,832 |
| EDEN YOUTH & FAMILY CENTER | ||||||
| 680 W TENNYSON RD | HAYWARD | CA | 94544 | PC | CAPACITY BUILDING SUPPORT FOR: ORGANIZATIONAL INFRASTRUCTURE | $39,726 |
| EDEN YOUTH & FAMILY CENTER | ||||||
| 680 W TENNYSON RD | HAYWARD | CA | 94544 | PC | CAPACITY BUILDING SUPPORT FOR: BRAND IDENTITY LAUNCH | $20,000 |
| EDEN YOUTH & FAMILY CENTER | ||||||
| 680 W TENNYSON RD | HAYWARD | CA | 94544 | PC | GALA SPONSORSHIP | $500 |
| EMERGENCY FEEDING PROGRAM | ||||||
| 851 HOUSER WAY N STE A | RENTON | WA | 98057 | PC | CAPACITY BUILDING SUPPORT FOR: WAREHOUSE/OFFICE EQUIPMENT/RETREAT, AND STAFF RAISES | $176,800 |
| EMERGENCY FEEDING PROGRAM | ||||||
| 851 HOUSER WAY N STE A | RENTON | WA | 98057 | PC | GALA SPONSORSHIP | $500 |
| FAMILY RESOURCE NAVIGATORS | ||||||
| 101 CALLAN AVE SUITE 200 | SAN LEANDRO | CA | 94577 | PC | GALA SPONSORSHIP | $500 |
| FEEST | ||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | GALA SPONSORSHIP | $500 |
| FEEST | ||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | CAPACITY BUILDING SUPPORT FOR: AUDIT SUPPORT AND SABBATICALS | $117,452 |
| FIRST GRADUATE | ||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FIRST GRADUATE | ||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| FIRST GRADUATE | ||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | CAPACITY BUILDING SUPPORT FOR: CAPACITY BUILDING - STAFF AND DEVELOPMENT | $252,853 |
| FOOD RUNNERS | ||||||
| 2579 WASHINGTON ST SF CA 94115 | SAN FRANCISCO | CA | 94115 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT: SALARY FOR DEVELOPMENT DIRECTOR & GRANT MANAGER | $100,000 |
| FOOD RUNNERS | ||||||
| 2579 WASHINGTON ST SF CA 94115 | SAN FRANCISCO | CA | 94115 | PC | CAPACITY BUILDING SUPPORT FOR: NON-PROFIT CONFERENCE | $2,411 |
| FOOD RUNNERS | ||||||
| 2579 WASHINGTON ST SF CA 94115 | SAN FRANCISCO | CA | 94115 | PC | CAPACITY BUILDING SUPPORT FOR: BOX VAN MAINTENANCE, AND NEW FOOD RECOVERY DRIVER | $90,812 |
| FOOD RUNNERS | ||||||
| 907 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | PC | GALA SPONSORSHIP | $500 |
| FRANKLIN HIGH SCHOOL | ||||||
| 3013 S MT BAKER BLVD | SEATTLE | WA | 98144 | GOV | DONATION OF BOOKS | $600 |
| FRIENDS OF THE CHILDREN | ||||||
| 7302 S PARK AVE | TACOMA | WA | 98408 | PC | GALA SPONSORSHIP | $1,000 |
| FRIENDS OF THE CHILDREN | ||||||
| 7302 S PARK AVE | TACOMA | WA | 98408 | PC | GALA SPONSORSHIP | $500 |
| FRIENDS OF THE CHILDREN | ||||||
| 7302 S PARK AVE | TACOMA | WA | 98408 | PC | CAPACITY BUILDING SUPPORT FOR: PROJECT SAFE & SECURE, AWARENESS BUILDING/FUNDRAISING AND FUNDRAISING | $59,000 |
| GLOVER EMPOWERMENTORING PROGRAM (GEM) | ||||||
| 827 CENTRAL AVE N B109 | KENT | WA | 98032 | PC | CAPACITY BUILDING SUPPORT FOR: BUILDING GRANTS DEPARTMENT: STAFF WAGES | $66,000 |
| GLOVER EMPOWERMENTORING PROGRAM (GEM) | ||||||
| 827 CENTRAL AVE N B109 | KENT | WA | 98032 | PC | CAPACITY BUILDING SUPPORT FOR: EARN INCOME STRATEGY | $150,000 |
| GOT GREEN | ||||||
| PO BOX 18794 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: POWERFUL STRUCTURE & VISIONARY STRATEGY | $166,659 |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 3RD STREET UNIT 1C | SAN FRANCISCO | CA | 94124 | PC | CAPACITY BUILDING SUPPORT FOR: GRANT WRITER STAFFING | $127,000 |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 3RD STREET UNIT 1C | SAN FRANCISCO | CA | 94124 | PC | GALA SPONSORSHIP | $500 |
| INTERCULTURAL CHILDREN & FAMILY SERVICES | ||||||
| 15 S GRADY WAY STE 434 | RENTON | WA | 98057 | PC | CAPACITY BUILDING SUPPORT FOR: EXECUTIVE DIRECTOR SALARY | $130,050 |
| INTERCULTURAL CHILDREN & FAMILY SERVICES | ||||||
| 15 S GRADY WAY STE 434 | RENTON | WA | 98057 | PC | CAPACITY BUILDING SUPPORT FOR: FINANCIAL REVIEW: PUBLIC ACCOUNTANT CONSULTANT | $15,000 |
| INTERCULTURAL CHILDREN & FAMILY SERVICES | ||||||
| 15 S GRADY WAY STE 434 | RENTON | WA | 98057 | PC | GALA SPONSORSHIP | $500 |
| KOREAN COMMUNITY CENTER OF THE EAST BAY | ||||||
| 97 CALLAN AVENUE | SAN LEANDRO | CA | 94705 | PC | CAPACITY BUILDING SUPPORT FOR: SALESFORCE INTEGRATION & IMPLEMENTATION PHASE 2 | $49,800 |
| KOREAN COMMUNITY CENTER OF THE EAST BAY | ||||||
| 97 CALLAN AVENUE | SAN LEANDRO | CA | 94705 | PC | CAPACITY BUILDING SUPPORT FOR: BOARD/GOVERNANCE & STRATEGIC PLANNING | $195,000 |
| KOREAN COMMUNITY CENTER OF THE EAST BAY | ||||||
| 97 CALLAN AVENUE | SAN LEANDRO | CA | 94705 | PC | GALA SPONSORSHIP | $500 |
| KOREAN COMMUNITY CENTER | ||||||
| 97 CALLAN AVENUE | SAN LEANDRO | CA | 94705 | PC | CAPACITY BUILDING SUPPORT FOR: EXECUTIVE STAFF: MANAGER OF PHILANTHROPY AND COMMUNICATIONS SALARY | $124,010 |
| LA COCINA | ||||||
| 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | PC | CAPACITY BUILDING SUPPORT FOR: IMPROVING INFRASTRUCTURE: SALESFORCE IMPROVEMENTS, COLA ADJUSTMENTS, HR SOFTWARE & MORE | $226,456 |
| MILE HIGH | ||||||
| 444 GEORGIA STREET | VALLEJO | CA | 94590 | PC | GALA SPONSORSHIP | $500 |
| MINDFUL LIFE PROJECT | ||||||
| 1001 CANAL BLVD STE A | RICHMOND | CA | 94804 | PC | CAPACITY BUILDING SUPPORT FOR: SR. DIRECTOR OF OPERATIONS, AND TALENT & CULTURE SPECIALIST | $154,000 |
| MINDFUL LIFE PROJECT | ||||||
| 1001 CANAL BLVD STE A | RICHMOND | CA | 94804 | PC | GALA SPONSORSHIP | $500 |
| MISSSEY INC | ||||||
| 424 JEFFERSON ST | OAKLAND | CA | 94607 | PC | GALA SPONSORSHIP | $500 |
| MISSSEYINC | ||||||
| 424 JEFFERSON ST | OAKLAND | CA | 94607 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC DEVELOPMENT | $166,000 |
| MSK SOLUTIONS | ||||||
| 444 GEORGIA STREET | VALLEJO | CA | 94590 | PC | CAPACITY BUILDING SUPPORT FOR: CHIEF OPERATING OFFICER SALARY | $100,000 |
| NEIGHBORHOOD CLINIC | ||||||
| 1323 S YAKIMA AVENUE | TACOMA | WA | 98405 | PC | CAPACITY BUILDING SUPPORT FOR: OFFICE FURNITURE & EQUIPMENT + BUDGET, AND SOCIAL WORK PROGRAM COORDINATOR + JD | $90,000 |
| NEIGHBORHOOD CLINIC | ||||||
| 1323 S YAKIMA AVENUE | TACOMA | WA | 98405 | PC | CAPACITY BUILDING SUPPORT FOR: MEDICAL ASSISTANT | $37,310 |
| NEIGHBORHOOD CLINIC | ||||||
| 1323 S YAKIMA AVENUE | TACOMA | WA | 98405 | PC | GALA SPONSORSHIP | $500 |
| NIAD | ||||||
| 551 23RD ST | RICHMOND | CA | 94804 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING: PART-TIME EXHIBITIONS ASSISTANT AND GRANT PROGRAM DEVELOPER SALARY | $133,500 |
| NIAD | ||||||
| 551 23RD ST | RICHMOND | CA | 94804 | PC | CAPACITY BUILDING SUPPORT FOR: WEBSITE IMPROVEMENTS | $68,000 |
| NIAD | ||||||
| 551 23RD ST | RICHMOND | CA | 94804 | PC | GALA SPONSORSHIP | $500 |
| NORTH BAY HOUSING COALITION | ||||||
| 333 SUNSET AVENUE SUITE 120 | SUISUN CITY | CA | 94585 | PC | GALA SPONSORSHIP | $500 |
| NORTH BAY HOUSING COALITION | ||||||
| 600 KENTUCKY STREET BOX 777 | FAIRFIELD | CA | 94533 | PC | CAPACITY BUILDING SUPPORT FOR: SALESFORCE INFRASTRUCTURE, POLICIES AND PROCEDURES DEVELOPMENT AND IMPLEMENTATION, AND OPERATIONAL ASSESSMENTS AND PROPERTY MANAGEMENT | $76,500 |
| NORTH BAY HOUSING COALITION | ||||||
| 600 KENTUCKY STREET BOX 777 | FAIRFIELD | CA | 94533 | PC | CAPACITY BUILDING SUPPORT FOR: CONTROLLER CONSULTANT, WEBSITE AND REBRANDING | $23,500 |
| NORTH BAY HOUSING COALITION | ||||||
| 600 KENTUCKY STREET BOX 777 | FAIRFIELD | CA | 94533 | PC | CAPACITY BUILDING SUPPORT FOR: CORPORATE OFFICE MOVE, CONFERENCES, HARDWARE & SOFTWARE, AND CONSULTANT (#1) | $64,650 |
| OLD SKOOL CAFE | ||||||
| 1429 MENDELL ST | SAN FRANCISCO | CA | 94124 | PC | GALA SPONSORSHIP | $500 |
| OLD SKOOL CAFE | ||||||
| 1429 MENDELL ST | SAN FRANCISCO | CA | 94124 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISING DEVELOPMENT, AND PR & INFLUENCER DINNER | $142,000 |
| OPEN DOOR LEGAL | ||||||
| 60 OCEAN AVE | SAN FRANCISCO | CA | 94112 | PC | CAPACITY BUILDING SUPPORT FOR: LONG TERM SUSTAINABILITY: ASSOCIATE DIRECTOR OF DEVELOPMENT SALARY | $100,000 |
| OPEN DOOR LEGAL | ||||||
| 60 OCEAN AVE | SAN FRANCISCO | CA | 94112 | PC | CAPACITY BUILDING SUPPORT FOR: LAUNCH OF CMS | $60,000 |
| OPEN DOOR LEGAL | ||||||
| 60 OCEAN AVE | SAN FRANCISCO | CA | 94112 | PC | GALA SPONSORSHIP | $525 |
| OPEN DOOR LEGAL | ||||||
| 60 OCEAN AVE | SAN FRANCISCO | CA | 94112 | PC | GALA SPONSORSHIP | $500 |
| OPPORTUNITY JUNCTION | ||||||
| 3102 DELTA FAIR BLVD | ANTIOCH | CA | 94509 | PC | GALA SPONSORSHIP | $500 |
| OPPORTUNITY JUNCTION | ||||||
| 3102 DELTA FAIR BLVD | ANTIOCH | CA | 94509 | PC | CAPACITY BUILDING SUPPORT FOR: SUPPORTING STAFF SAVING FOR RETIREMENT | $50,000 |
| OPPORTUNITY JUNCTION | ||||||
| 3102 DELTA FAIR BLVD | ANTIOCH | CA | 94513 | PC | CAPACITY BUILDING SUPPORT FOR: RESEARCH: PUBLIC EQUITY GROUP CONSULTANTS | $25,000 |
| PARA LOS NINOS DE HIGHLINE | ||||||
| 15220 6TH AVE SW | BURIEN | WA | 98166 | PC | CAPACITY BUILDING SUPPORT FOR: FAMILY RESOURCE SPECIALIST, LIFT MAINTENANCE AND YOUTH ORGANIZER | $113,363 |
| PARA LOS NINOS DE HIGHLINE | ||||||
| 15220 6TH AVE SW | BURIEN | WA | 98166 | PC | CAPACITY BUILDING SUPPORT FOR: LEARNING CONFERENCE | $12,586 |
| PARA LOS NINOS DE HIGHLINE | ||||||
| 15220 6TH AVE SW | BURIEN | WA | 98166 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF BONUSES | $28,250 |
| PARA LOS NINOS DE HIGHLINE | ||||||
| 15220 6TH AVE SW | BURIEN | WA | 98166 | PC | GALA SPONSORSHIP | $500 |
| PARTNER IN EMPLOYMENT | ||||||
| 19530 INTERNATIONAL BLVD SUITE 108 | SEATAC | WA | 98188 | PC | GALA SPONSORSHIP | $500 |
| PARTNER IN EMPLOYMENT | ||||||
| 19530 INTERNATIONAL BLVDSUITE 108 | SEATAC | WA | 98188 | PC | CAPACITY BUILDING SUPPORT FOR: ORGANIZATIONAL DEVELOPMENT CONSULTING | $110,000 |
| PAVE | ||||||
| PO BOX 65969 | TACOMA | WA | 98464 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISING AUDIT | $30,000 |
| PAVE | ||||||
| PO BOX 65969 | TACOMA | WA | 98464 | PC | CAPACITY BUILDING SUPPORT FOR: COMPARABLE WORTH: HR CONSULTANT & STAFF WAGES | $30,000 |
| PAVE | ||||||
| PO BOX 65969 | TACOMA | WA | 98464 | PC | CAPACITY BUILDING SUPPORT FOR: ACCOUNTING SYSTEM CHANGES | $24,000 |
| PAVE | ||||||
| PO BOX 65969 | TACOMA | WA | 98464 | PC | GALA SPONSORSHIP | $500 |
| PLANTING JUSTICE | ||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | PC | GALA SPONSORSHIP | $500 |
| PLANTING JUSTICE | ||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | PC | CAPACITY BUILDING SUPPORT FOR: TRAINING: UNIVERSITY OF CA DAVIS AQUAPONICS TRAINING FOR LOCAL LEADERS | $166,666 |
| POGO PARK | ||||||
| 2604 ROOSEVELT AVENUE | RICHMOND | CA | 948041623 | PC | CAPACITY BUILDING SUPPORT FOR: CAMPAIGN FOR POGO PARK | $166,000 |
| POGO PARK | ||||||
| 2604 ROOSEVELT AVENUE | RICHMOND | CA | 94804 | PC | GALA SPONSORSHIP | $500 |
| RAINBOW CENTER | ||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98402 | PC | CAPACITY BUILDING SUPPORT FOR: RAINBOW CENTER #1: ALF FELLOWSHIP, AND RAINBOW CENTER #2: TECH UPGRADE | $44,930 |
| RAINBOW CENTER | ||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98402 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF RETREAT, TEAM BUILDING & MISSION ALIGNMENT | $32,181 |
| RAINBOW CENTER | ||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98402 | PC | CAPACITY BUILDING SUPPORT FOR: PROFESSIONAL TRAINING & DEVELOPMENT | $7,096 |
| RAINBOW CENTER | ||||||
| 2215 PACIFIC AVE | TACOMA | WA | 98402 | PC | GALA SPONSORSHIP | $500 |
| RIO VISTA CARE | ||||||
| 628 MONTEZUMA STREET | RIO VISTA | CA | 94571 | PC | CAPACITY BUILDING SUPPORT FOR: SUPPLIES: WHITEBOARD FOR STRATEGIC PLANNING | $300 |
| RIO VISTA CARE | ||||||
| 628 MONTEZUMA STREET | RIO VISTA | CA | 94571 | PC | CAPACITY BUILDING SUPPORT FOR: BINGO EQUIPMENT, AND QUICKBOOKS | $5,176 |
| RIO VISTA CARE | ||||||
| 628 MONTEZUMA STREET | RIO VISTA | CA | 94571 | PC | CAPACITY BUILDING SUPPORT FOR: PRINTER | $4,317 |
| RIO VISTA CARE | ||||||
| 628 MONTEZUMA STREET | RIO VISTA | CA | 94571 | PC | CAPACITY BUILDING SUPPORT FOR: SHREDDER | $1,551 |
| RIO VISTA CARE | ||||||
| 628 MONTEZUMA STREET | RIO VISTA | CA | 94571 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISER (SUPPLIES FOR FUNDRAISING EVENTS), NEW TOILET, AND NEW CHAIRS AND ERGONOMIC WRIST AND KEYBOARD RESTS | $2,836 |
| RIO VISTA CARE | ||||||
| 628 MONTEZUMA STREET | RIO VISTA | CA | 94571 | PC | GALA SPONSORSHIP | $500 |
| SAFE FUTURES YOUTH CENTER | ||||||
| 6337 35TH AVE SW | SEATTLE | WA | 98126 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISING DEVELOPMENT | $173,011 |
| SAFE FUTURES YOUTH CENTER | ||||||
| 6337 35TH AVE SW | SEATTLE | WA | 98126 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING: SALARY ADJUSTMENTS | $80,000 |
| SAFE FUTURES YOUTH CENTER | ||||||
| 6337 35TH AVE SW | SEATTLE | WA | 98126 | PC | GALA SPONSORSHIP | $500 |
| SEMBRANDO SENTIDO | ||||||
| PO BOX 9023191 | SAN JUAN | PR | 009023191 | PC | PHILANTHROPIC PARTNERSHIPS GRANT | $448,333 |
| SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE | ||||||
| 1745 ENTERPRISE DRIVE STE 1F | FAIRFIELD | CA | 94533 | PC | CAPACITY BUILDING SUPPORT FOR: COMPUTERS: EQUIPMENT REPLACEMENTS | $2,236 |
| SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE | ||||||
| 1745 ENTERPRISE DRIVE STE 1F | FAIRFIELD | CA | 94533 | PC | CAPACITY BUILDING SUPPORT FOR: XEROX COPIER | $12,830 |
| SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE | ||||||
| PO BOX 571 | VACAVILLE | CA | 95696 | PC | GALA SPONSORSHIP | $500 |
| SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE | ||||||
| PO BOX 571 | VACAVILLE | CA | 95696 | PC | CAPACITY BUILDING SUPPORT FOR: PROGRAM DATABASE & WEBSITE | $7,100 |
| SOLIDAIRE NETWORK INC | ||||||
| 1423 BROADWAY 314 | OAKLAND | CA | 94612 | PC | PHILANTHROPIC PARTNERSHIPS GRANT | $75,000 |
| SOMALI HEALTH BOARD | ||||||
| 525 ANDOVER PARK WEST SUITE 105 | TUKWILA | WA | 98168 | PC | CAPACITY BUILDING SUPPORT FOR: EQUITY DEVELOPMENT DIRECTOR | $39,533 |
| SOMALI HEALTH BOARD | ||||||
| 525 ANDOVER PARK WEST SUITE 105 | TUKWILA | WA | 98168 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISING CAPACITY | $66,000 |
| SOMALI HEALTH BOARD | ||||||
| 525 ANDOVER PARK WEST SUITE 105 | TUKWILA | WA | 98168 | PC | CAPACITY BUILDING SUPPORT FOR: FINANCIAL DIRECTOR + ANNUAL AUDIT | $100,000 |
| SOMALI HEALTH BOARD | ||||||
| 525 ANDOVER PARK WEST SUITE 105 | TUKWILA | WA | 98168 | PC | GALA SPONSORSHIP | $500 |
| SOUND OUTREACH | ||||||
| 1106 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | PC | CAPACITY BUILDING SUPPORT FOR: SOURDOUGH STARTER (ORG DEVELOPMENT), 2022 AUDIT & TAX RETURN | $50,000 |
| SOUND OUTREACH | ||||||
| 1106 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | PC | CAPACITY BUILDING SUPPORT FOR: AUDIT & TAX RETURN, SOURDOUGH STARTER PART 2: PROOFING THE DOUGH, AND GRANT STAFF & CLIENT DEVELOPMENT | $144,330 |
| SOUND OUTREACH | ||||||
| 1106 MARTIN LUTHER KING JR WAY | TACOMA | WA | 98405 | PC | GALA SPONSORSHIP | $500 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 2524 16TH AVE S SUITE 306 | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: DIRECTOR OF POLICY AND RESEARCH, SABBATICAL SUPPORT, AND MARKETING & COMMUNICATIONS COORDINATOR | $224,345 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 2524 16TH AVE S SUITE 306 | SEATTLE | WA | 98144 | PC | GALA SPONSORSHIP | $500 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 3829B SOUTH EDMUNDS ST BOX 9 | SEATTLE | WA | 98118 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 3829B SOUTH EDMUNDS ST BOX 9 | SEATTLE | WA | 98118 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 3829B SOUTH EDMUNDS ST BOX 9 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: EXECUTIVE DIRECTOR SEARCH | $4,830 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 3829B SOUTH EDMUNDS ST BOX 9 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING, PART II, AND WEBSITE DEVELOPMENT, PART II | $15,060 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 3829B SOUTH EDMUNDS ST BOX 9 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: DEVELOP COMMUNITY ADVOCACY | $28,470 |
| STREET LEVEL HEALTH PROJECT | ||||||
| 3125 EAST 15TH ST | OAKLAND | CA | 94601 | PC | GALA SPONSORSHIP | $500 |
| STREET LEVEL HEALTH PROJECT | ||||||
| 3125 EAST 15TH ST | OAKLAND | CA | 94601 | PC | CAPACITY BUILDING SUPPORT FOR: SALARY ADJUSTMENT: IMPLEMENTING PAY SCALE ADJUSTMENTS | $16,900 |
| STREET LEVEL HEALTH PROJECT | ||||||
| 3125 EAST 15TH ST | OAKLAND | CA | 94601 | PC | CAPACITY BUILDING SUPPORT FOR: FINANCE DIRECTOR | $119,163 |
| STREET LEVEL HEALTH PROJECT | ||||||
| 3125 EAST 15TH ST | OAKLAND | CA | 94601 | PC | CAPACITY BUILDING SUPPORT FOR: RESTORATIVE AND WELLNESS SUPPORT, AND RESOURCE DEVELOPMENT AND COMMUNICATIONS | $110,200 |
| SUSTAINABLE SOLANO | ||||||
| 1055 AZUAR DRIVE | VALLEJO | CA | 94592 | PC | CAPACITY BUILDING SUPPORT FOR: TECHNOLOGY SUPPORT, STRENGTHENING FISCAL OPERATIONS, EMERGING SELF-MANAGING ORGANIZATION | $98,526 |
| SUSTAINABLE SOLANO | ||||||
| 1055 AZUAR DRIVE | VALLEJO | CA | 94592 | PC | CAPACITY BUILDING SUPPORT FOR: CO-ED SUPPORT, INSURANCE, AND TRAINING | $16,000 |
| SUSTAINABLE SOLANO | ||||||
| 1055 AZUAR DRIVE | VALLEJO | CA | 94592 | PC | CAPACITY BUILDING SUPPORT FOR: STRENGTHENING FISCAL OPERATIONS | $35,000 |
| SUSTAINABLE SOLANO | ||||||
| 1055 AZUAR DRIVE | VALLEJO | CA | 94592 | PC | GALA SPONSORSHIP | $500 |
| TACID | ||||||
| 6315 SOUTH 19TH STREET | TACOMA | WA | 98466 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF PAY RAISES, AND UPDATE COMPUTERS, MONITOR | $80,610 |
| TACID | ||||||
| 6315 SOUTH 19TH STREET | TACOMA | WA | 98466 | PC | CAPACITY BUILDING SUPPORT FOR: TACID#3: WELLNESS AND RECOVERY ASSISTANT DIRECTOR, AND TACID#4: STAFF TRAINING 2023-2024 | $73,108 |
| TACID | ||||||
| 6315 SOUTH 19TH STREET | TACOMA | WA | 98466 | PC | CAPACITY BUILDING SUPPORT FOR: TRAINING, COMPENSATION, EQUIPMENT, STAFF APPRECIATION | $12,700 |
| TACID | ||||||
| 6315 SOUTH 19TH STREET | TACOMA | WA | 98466 | PC | GALA SPONSORSHIP | $500 |
| TENDERLOIN MUSEUM (UPTOWN TENDERLOIN) | ||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TENDERLOIN MUSEUM (UPTOWN TENDERLOIN) | ||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| TENDERLOIN MUSEUM (UPTOWN TENDERLOIN) | ||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING: OPERATIONS MANAGER SALARY | $70,622 |
| TENDERLOIN MUSEUM (UPTOWN TENDERLOIN) | ||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT, AND RESOURCE GENERATING: NEW STAFF POSITION | $129,088 |
| TENDERLOIN MUSEUM (UPTOWN TENDERLOIN) | ||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF GROWTH: PROGRAM DIRECTOR SALARY | $112,887 |
| TENDERLOIN MUSEUM (UPTOWN TENDERLOIN) | ||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | GALA SPONSORSHIP | $500 |
| THE LATINA CENTER | ||||||
| 3701 BARRETT AVENUE | RICHMOND | CA | 94805 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE LATINA CENTER | ||||||
| 3701 BARRETT AVENUE | RICHMOND | CA | 94805 | PC | EVALUATION ADVISORY GROUP | $2,500 |
| THE LATINA CENTER | ||||||
| 3701 BARRETT AVENUE | RICHMOND | CA | 94805 | PC | CAPACITY BUILDING SUPPORT FOR: FINANCIAL MANAGEMENT CAPACITY (CONTINUED), COMMUNICATIONS & DEVELOPMENT CAPACITY (CONTINUED), AND OPERATIONS CAPACITY (CONTINUED) | $166,667 |
| THE LATINA CENTER | ||||||
| 3701 BARRETT AVENUE | RICHMOND | CA | 94805 | PC | GALA SPONSORSHIP | $500 |
| THE NONPROFIT CENTERS NETWORK | ||||||
| 1536 WYNKOOP STREET SUITE 103 | DENVER | CO | 80202 | PC | GALA SPONSORSHIP | $700 |
| UKRAINIAN COMMUNITY CENTER OF WA | ||||||
| 17701 108TH AVE SE 336 | RENTON | WA | 98055 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING: SALARY INCREASES | $76,160 |
| UKRAINIAN COMMUNITY CENTER OF WA | ||||||
| 17701 108TH AVE SE 336 | RENTON | WA | 98055 | PC | CAPACITY BUILDING SUPPORT FOR: MARKETING COMMUNICATIONS SPECIALIST, CHIEF ADMIN OFFICER (2ND YEAR) | $160,000 |
| UKRAINIAN COMMUNITY CENTER OF WA | ||||||
| 17701 108TH AVE SE 336 | RENTON | WA | 98055 | PC | GALA SPONSORSHIP | $500 |
| URBAN TILTH | ||||||
| 323 BROOKSIDE DR | RICHMOND | CA | 94801 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING: MANAGEMENT TRAINING, PROFESSIONAL DEVELOPMENT PLANS, & SPANISH LANGUAGE APP | $169,427 |
| URBAN TILTH | ||||||
| 323 BROOKSIDE DR | RICHMOND | CA | 94801 | PC | GALA SPONSORSHIP | $500 |
| UTOPIA | ||||||
| 841 CENTRAL AVE N | KENT | WA | 98032 | PC | GALA SPONSORSHIP | $500 |
| UTOPIA | ||||||
| 841 CENTRAL AVE N SUITE C-106 | KENT | WA | 98032 | PC | CAPACITY BUILDING SUPPORT FOR: TRAININGS: ANTI-RACISM, EDI, COMMUNITY BUILDING, COMMUNITY SUPPORT | $68,000 |
| UTOPIA | ||||||
| 841 CENTRAL AVE N SUITE C-106 | KENT | WA | 98032 | PC | CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT DIRECTOR, EVENTS AND VOLUNTEER COORDINATOR | $155,000 |
| VENTURES | ||||||
| 2100 24TH AVE S SUITE 389 | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: TRANSITION: EXECUTIVE LEADERSHIP CHANGE & DEVELOPMENT DIRECTOR CONSULTANT | $166,667 |
| VILLAGE COMMUNITY RESOURCE CENTER | ||||||
| 633 VILLAGE DRIVE | BRENTWOOD | CA | 94513 | PC | CAPACITY BUILDING SUPPORT FOR: EQUITABLE PAY, SALESFORCE CUSTOMIZATION AND DEVELOPMENT PLANNING | $154,125 |
| VILLAGE COMMUNITY RESOURCE CENTER | ||||||
| 633 VILLAGE DRIVE | BRENTWOOD | CA | 94513 | PC | CAPACITY BUILDING SUPPORT FOR: ADVANCEMENT COORDINATOR | $70,000 |
| WHITE CENTER COMMUNITY DEVELOPMENT ASSOCIATION | ||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | GALA SPONSORSHIP | $500 |
| YES NATURE TO NEIGHBORHOODS | ||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | PC | CAPACITY BUILDING SUPPORT FOR: INCREASED FUNDRAISING CAPACITY | $57,500 |
| YES NATURE TO NEIGHBORHOODS | ||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | PC | CAPACITY BUILDING SUPPORT FOR: LEADERSHIP STAFFING: DIRECTOR OF FINANCE & OPERATIONS SALARY | $106,600 |
| YES NATURE TO NEIGHBORHOODS | ||||||
| 3029 MCDONALD AVE | RICHMOND | CA | 94804 | PC | GALA SPONSORSHIP | $500 |
| YOUNG WOMEN EMPOWERED (Y-WE) | ||||||
| 5623 RAINIER AVE S | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIP | $500 |
| YOUNG WOMEN EMPOWERED (Y-WE) | ||||||
| 5623 RAINIER AVE S | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: LEADERSHIP TRANSITION CAPACITY BUILDING | $166,000 |
| YOUNG WOMEN EMPOWERED (Y-WE) | ||||||
| 5623 RAINIER AVE S | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: THOUGHT LEADERSHIP: CURRICULUM DEVELOPMENT, COMMUNICATIONS & EVENT MANAGEMENT | $166,000 |
| ZENO | ||||||
| 1404 EAST YESLER WAY STE 202D | SEATTLE | WA | 98122 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ZENO | ||||||
| 1404 EAST YESLER WAY STE 202D | SEATTLE | WA | 98122 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| ZENO | ||||||
| 1404 EAST YESLER WAY STE 202D | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: GRANTMAKING, AND STRATEGIC PARTNERSHIP MANAGER MURDOCK MATCH | $100,487 |
| ZENO | ||||||
| 1404 EAST YESLER WAY STE 202D | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: TRANSITION MANAGEMENT | $73,365 |
| ZENO | ||||||
| 3815 S OTHELLO ST STE 100 359 | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIP | $500 |
| ZENO | ||||||
| 3815 S OTHELLO ST STE 100 359 | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIP | $520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,473,583 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DECOLONIZING WEALTH PROJECT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4126 THIRD STREET | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PHILANTHROPIC PARTNERSHIPS GRANT | GrantOrContributionPurposeTxt |
| Amt | $1,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,111,085 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $891,623 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INCOME/LOSS FROM PASS THRU K-1S | 14 | $1,562,251 |
| ACCRUED INCOME/LOSS | 14 | -$21,836 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,545,385 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,545,385 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $55,548 | Amt |
| Net Investment Income | $2,921 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,870 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VIII-A, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | OPERATING AS MAGIC CABINET, THE FOUNDATION DISTRIBUTES ENGAGEMENT GRANTS TO NONPROFITS WHO COMPLETE THE FOUNDATION'S ENGAGEMENT PROCESS. THE ENGAGEMENT PROCESS IS DESIGNED FOR BOTH THE NONPROFIT AND THE FOUNDATION TO DISCOVER OPERATIONAL STRENGTHS AND PINPOINT AREAS FOR IMPROVEMENT. FOR MAGIC CABINET, UNCOVERING AN AREA OF IMPROVEMENT IS NOT A NEGATIVE, BUT AN OPPORTUNITY TO BUILD A STRONGER NONPROFIT - AND A POTENTIAL CAPACITY-BUILDING GRANT. THE ENGAGEMENT PROCESS INCLUDES: MAGIC CABINET MEETS WITH NONPROFITS SELECTED IN A TARGETED NEIGHBORHOOD/CITY; NONPROFITS TAKE THE ICAT - A THIRD-PARTY CAPACITY ASSESSMENT SURVEY; AN INDEPENDENT ICAT FACILITATOR LEADS A DISCUSSION ABOUT THE ICAT RESULTS WITH THE NONPROFIT'S LEADERSHIP; MAGIC CABINET HOSTS THE NONPROFITS AT A CELEBRATORY EVENT IN THEIR NEIGHBORHOOD; MAGIC CABINET'S STAFF DISCUSSES ICAT RESULTS, AGENCY TAKEAWAYS, AND SHARED VALUES WITH EACH NONPROFIT IN THE ICAT FOLLOW UP; NONPROFITS ARE AWARDED AN UNRESTRICTED $1,000 ENGAGEMENT GRANT; NONPROFITS ARE ELIGIBLE FOR COHORT PLACEMENT.THE NONPROFITS WHO COMPLETE THE PROCESS WILL RECEIVE: A $1,000 ENGAGEMENT GRANT; THE RESULTS OF THEIR ICAT ASSESSMENT - A THIRD PARTY SURVEY WITH SUGGESTIONS FOR HOW THEY COULD BUILD A STRONGER ORGANIZATION; AND BECOME ELIGIBLE FOR POSSIBLE PLACEMENT IN A FUTURE NONPROFIT COHORT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 879381 SHS MUZINICH CREDIT OPPORTUNITY FUND | $8,617,932 | $8,617,932 |
| 505101 SHS TIAA-CREF CORE IMPACT BOND FUND | $4,550,962 | $4,550,962 |
| 1886902 SHS BAIRD SHORT-TERM BOND FUND | $17,755,750 | $17,755,750 |
| 202850 SHS BAIRD ULTRA-SHORT BOND FUND | $2,044,731 | $2,044,731 |
| 200000 SHS FIFTH THIRD BANC 3.65% DUE 01/25/2024 | $199,646 | $199,646 |
| 150000 SHS PNC FINANCIAL SVCS GROUP 3.9% DUE 03/29/2024 | $149,133 | $149,133 |
| 150000 SHS AMERICAN TOWER 3.375% DUE 05/15/2024 | $148,625 | $148,625 |
| 150000 SHS AMGEN INC. 3.625% DUE 05/22/2024 | $148,831 | $148,831 |
| 150000 SHS BROADCOM INC. 3.625% DUE 10/15/2024 | $147,689 | $147,689 |
| 150000 SHS BNY MELLON INVESTMENT 2.1% DUE 10/24/2024 | $146,497 | $146,497 |
| 150000 SHS CAPITAL ONE FINANCIAL 3.3% DUE 10/30/2024 | $147,383 | $147,383 |
| 150000 SHS ABBVIE INC. 2.6% DUE 11/21/2024 | $146,622 | $146,622 |
| 170000 SHS THE TORONTO-DOM 1.45% DUE 01/10/2025 | $163,675 | $163,675 |
| 150000 SHS GENERAL MOTORS FINANCIAL 4% DUE 01/15/2025 | $147,431 | $147,431 |
| 150000 SHS HCA HEALTHCARE 4% DUE 01/15/2025 | $149,625 | $149,625 |
| 150000 SHS WELLS FARGO & CO. 3% DUE 02/19/2025 | $146,700 | $146,700 |
| 150000 SHS MITSUBISHI UFJ 3.777% DUE 03/02/2025 | $147,252 | $147,252 |
| 150000 SHS BANK OF MONTREAL 1.85% DUE 05/01/2025 | $143,883 | $143,883 |
| 150000 SHS AMERICAN EXPRESS 3.95% DUE 08/01/2025 | $147,500 | $147,500 |
| 150000 SHS STARBUCKS CORP 3.8% DUE 08/15/2025 | $147,232 | $147,232 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (127 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 403480 SHS DFA US SUSTAINABILITY CORE | $15,055,954 | $15,055,954 |
| 101400 SHS DFA INTERNATIONAL SUSTAINABILITY CORE | $1,241,136 | $1,241,136 |
| 205638 SHS DFA EMERGING MARKETS SUSTAINABILITY CORE | $1,865,140 | $1,865,140 |
| 900 SHS ISHARES BIOTECHNOLOGY ETF | $122,265 | $122,265 |
| 4300 SHS ISHARES CORE US GROWTH ETF | $447,630 | $447,630 |
| 41744 SHS ISHARES ESG AWARE MSCI ETF | $3,153,342 | $3,153,342 |
| 450 SHS ISHARES EXPANDED TECH ETF | $182,538 | $182,538 |
| 1450 SHS SPDR S&P BIOTECH ETF | $129,471 | $129,471 |
| 1080 SHS ALPHABET (CLASS A) | $150,865 | $150,865 |
| 600 SHS AMAZON.COM | $91,164 | $91,164 |
| 350 SHS AMGEN | $100,807 | $100,807 |
| 880 SHS APPLE INC. | $169,426 | $169,426 |
| 600 SHS BERKSHIRE HATHAWAY (CLASS B) | $213,996 | $213,996 |
| 1200 SHS BLACKSTONE INC. | $157,104 | $157,104 |
| 2200 SHS DOCUSIGN INC. | $130,790 | $130,790 |
| 1900 SHS EMERSON ELECTRIC CO. | $184,927 | $184,927 |
| 714 SHS JOHNSON & JOHNSON | $111,912 | $111,912 |
| 185 SHS MASTERCARD INC. (CLASS A) | $78,904 | $78,904 |
| 770 SHS MERCK & CO. INC. | $83,945 | $83,945 |
| 644 SHS MICROSOFT CORP | $242,170 | $242,170 |
| 1600 SHS OCCIDENTAL PETROLEUM CO | $95,536 | $95,536 |
| 850 SHS PALO ALTO NETWORKS | $250,648 | $250,648 |
| 475 SHS PROCTER & GAMBLE | $69,607 | $69,607 |
| 1800 SHS TPG INC (CLASS A) | $77,706 | $77,706 |
| 425 SHS UNION PACIFIC CORP | $104,389 | $104,389 |
| 718 SHS VISA INC | $186,931 | $186,931 |
| 1000 SHS WALT DISNEY CO | $90,290 | $90,290 |
| 600 SHS CROWN CASTLE INC | $69,114 | $69,114 |
| 855 SHS SIMON PPTY GROUP | $121,957 | $121,957 |
| 425 SHS ABBVIE INC | $65,862 | $65,862 |
| 57 SHS ADOBE SYSTEMS INC | $34,006 | $34,006 |
| 200 SHS ADVANCED MICRO DEVICES | $29,482 | $29,482 |
| 122 SHS AGILENT TECHNOLOGIES INC | $16,962 | $16,962 |
| 1124 SHS ALPHABET INC (CLASS A) | $157,012 | $157,012 |
| 692 SHS ALPHABET INC (CLASS C) | $97,524 | $97,524 |
| 1030 SHS AMAZON | $156,498 | $156,498 |
| 1512 SHS AMERICAN AIRLINES GROUP INC | $20,775 | $20,775 |
| 111 SHS AMERICAN EXPRESS COMPANY | $20,795 | $20,795 |
| 146 SHS AMERICAN WATER WORKS | $19,271 | $19,271 |
| 162 SHS AMERIPRISE FINANCIAL INC | $61,532 | $61,532 |
| 198 SHS AMGEN INC | $57,028 | $57,028 |
| 1883 SHS APPLE INC | $362,534 | $362,534 |
| 161 SHS APPLIED MATERIALS INC | $26,093 | $26,093 |
| 243 SHS ARCH CAP GROUP LTD F | $18,048 | $18,048 |
| 86 SHS AUTO DATA PROCESSING | $20,035 | $20,035 |
| 2669 SHS BANK OF AMERICA CORPORATION | $89,865 | $89,865 |
| 464 SHS BEST BUY INC | $36,322 | $36,322 |
| 6 SHS BOOKING HOLDINGS INC | $21,283 | $21,283 |
| 385 SHS BOSTON SCIENTIFIC CORP | $22,257 | $22,257 |
| 366 SHS BRISTOL-MYERS SQUIBB CO | $18,779 | $18,779 |
| 266 SHS BROWN & BROWN INC | $18,915 | $18,915 |
| 215 SHS CATERPILLAR INC | $63,569 | $63,569 |
| 597 SHS CENTENE CORP | $44,303 | $44,303 |
| 51 SHS CHARTER COMMUNICATN | $19,823 | $19,823 |
| 114 SHS CHENIERE ENERGY INC | $19,461 | $19,461 |
| 309 SHS CHEVRON CORPORATION | $46,090 | $46,090 |
| 230 SHS CIGNA CORP CMN | $68,874 | $68,874 |
| 185 SHS CINCINNATI FINANCIAL CP | $19,140 | $19,140 |
| 356 SHS CISCO SYSTEMS INC | $17,985 | $17,985 |
| 1209 SHS CITIGROUP INC | $62,191 | $62,191 |
| 149 SHS CONSTELLATION BRAND | $36,021 | $36,021 |
| 606 SHS CORTEVA, INC. CMN | $29,040 | $29,040 |
| 63 SHS COSTCO | $41,585 | $41,585 |
| 570 SHS CSX CORP | $19,762 | $19,762 |
| 563 SHS CVS HEALTH CORPORATION | $44,454 | $44,454 |
| 84 SHS DEERE & CO | $33,589 | $33,589 |
| 833 SHS DELTA AIR LINES INC | $33,512 | $33,512 |
| 111 SHS DIAMONDBACK ENERGY | $17,214 | $17,214 |
| 146 SHS DIGITAL REALTY REIT | $19,649 | $19,649 |
| 276 SHS DISNEY | $24,920 | $24,920 |
| 425 SHS DUPONT DE NEMOURS INC CMN | $32,695 | $32,695 |
| 76 SHS ECOLAB INC | $15,075 | $15,075 |
| 317 SHS EXXON MOBIL CORPORATION | $31,694 | $31,694 |
| 1190 SHS FORD MOTOR COMPANY | $14,506 | $14,506 |
| 222 SHS GENERAL ELECTRIC CO | $28,334 | $28,334 |
| 836 SHS GENERAL MOTORS CO | $30,029 | $30,029 |
| 176 SHS GLOBAL PAYMENTS INC. | $22,352 | $22,352 |
| 73 SHS GOLDMAN SACHS GROUP INC | $28,161 | $28,161 |
| 510 SHS HASBRO INC | $26,041 | $26,041 |
| 65 SHS HCA HOLDINGS INC | $17,594 | $17,594 |
| 1512 SHS HOST HOTELS & RESORTS | $29,439 | $29,439 |
| 42 SHS HUMANA INC | $19,228 | $19,228 |
| 1440 SHS INTEL CORP | $72,360 | $72,360 |
| 335 SHS IRON MOUNTAIN INC | $23,443 | $23,443 |
| 714 SHS JOHNSON & JOHNSON | $111,912 | $111,912 |
| 528 SHS JPMORGAN CHASE & CO | $89,813 | $89,813 |
| 61 SHS LAM RESEARCH CORPORATION | $47,779 | $47,779 |
| 200 SHS LAMB WESTON HOLDINGS | $21,618 | $21,618 |
| 45 SHS LOCKHEED MARTIN CORP | $20,396 | $20,396 |
| 100 SHS MARSH & MC LENNAN CO INC | $18,947 | $18,947 |
| 74 SHS MCDONALD'S CORPORATION | $21,942 | $21,942 |
| 62 SHS META PLATFORMS INC | $21,946 | $21,946 |
| 304 SHS MICRON TECHNOLOGY INC | $25,943 | $25,943 |
| 1041 SHS MICROSOFT | $391,458 | $391,458 |
| 715 SHS MOLSON COORS BREWING | $43,765 | $43,765 |
| 232 SHS NEXTERA ENERGY INC | $14,092 | $14,092 |
| 32 SHS NORTHROP GRUMMAN CORP | $14,980 | $14,980 |
| 172 SHS NUCOR CORP | $29,935 | $29,935 |
| 213 SHS NVIDIA CORP | $105,482 | $105,482 |
| 127 SHS ORACLE CORPORATION | $13,390 | $13,390 |
| 260 SHS PAYPAL HOLDINGS INCO | $15,967 | $15,967 |
| 583 SHS PFIZER INCORPORATED | $16,785 | $16,785 |
| 415 SHS PHILIP MORRIS INTERNATIONAL INC | $39,043 | $39,043 |
| 94 SHS PNC PROCESS SYSTEMS CO., LTD. | $14,556 | $14,556 |
| 119 SHS PROLOGIS INC | $15,863 | $15,863 |
| 729 SHS PUBLIC SERVICE ENTERPRISE GROUP | $44,578 | $44,578 |
| 914 SHS PULTEGROUP INC | $94,343 | $94,343 |
| 49 SHS REGENERON PHARMS INC | $43,036 | $43,036 |
| 122 SHS REPUBLIC SERVICES INC | $20,119 | $20,119 |
| 42 SHS S & P GLOBAL INC | $18,502 | $18,502 |
| 340 SHS SALESFORCE.COM | $89,468 | $89,468 |
| 793 SHS SCHLUMBERGER LTD | $41,268 | $41,268 |
| 403 SHS T-MOBILE US INC | $64,613 | $64,613 |
| 798 SHS TAPESTRY INC | $29,374 | $29,374 |
| 292 SHS TESLA MOTORS | $72,556 | $72,556 |
| 241 SHS TEXTRON INCORPORATED | $19,381 | $19,381 |
| 328 SHS VICI PROPERTIES INC CMN | $10,457 | $10,457 |
| 177 SHS VISA INC | $46,082 | $46,082 |
| 375 SHS WAL-MART STORES INC | $59,119 | $59,119 |
| 115 SHS WASTE MANAGEMENT INC | $20,597 | $20,597 |
| 241 SHS WEC ENERGY GROUP | $20,285 | $20,285 |
| 152 SHS YUM BRANDS INC | $19,860 | $19,860 |
| 10322 SHS ISHARES MSCI EAFE ESG OPTIMIZED ETF | $779,724 | $779,724 |
| 6175 SHS ISHARES MSCI EM ESG OPTIMIZED ETF | $197,971 | $197,971 |
| 2701 SHS ISHARES MSCI JPN ETF | $173,242 | $173,242 |
| 12941 SHS MFS EMERGING MARKETS DEBT FUND | $154,258 | $154,258 |
| 5954 SHS VIRTUS SMALL CAP CORE FUND I | $309,944 | $309,944 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $698,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $698,000 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IR&M SHORT ESG BOND FUND LLC | FMV | $20,612,961 | $20,612,961 |
| IR&M CORE ESG BOND FUND LLC | FMV | $8,340,469 | $8,340,469 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,511 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,511 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $124 | $0 | $124 |
| POSTAGE | $590 | $0 | $590 |
| DUES AND SUBSCRIPTIONS | $139,298 | $0 | $139,298 |
| INSURANCE | $34,964 | $0 | $34,964 |
| OFFICE EXPENSE | $2 | $0 | $2 |
| COHORT EXPENSES | $51,704 | $0 | $49,672 |
| BANK FEES | $776 | $0 | $776 |
| SUPPLIES | $12,804 | $0 | $12,804 |
| EVENTS | $31,053 | $0 | $31,053 |
| WEBSITE AND TELEPHONE | $50,832 | $0 | $50,832 |
| MARKETING | $23,898 | $0 | $23,898 |
| OTHER CHARITABLE EXPENSES | $105 | $0 | $105 |
| DEDUCTIONS FROM PASS THRU K-1S | $0 | $14,634 | $0 |
| MISCELLANEOUS | $2,704 | $0 | $2,704 |
| HARDWARE | $40,161 | $0 | $40,161 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,262 | $664 | $2,262 |
| INCOME/LOSS FROM PASS THRU K-1S | $1,562,251 | $75,060 | $0 |
| ACCRUED INCOME/LOSS | -$21,836 | $24,317 | -$21,836 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $5,176,295 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $389,765 | $388,837 | $0 |
| PROGRAM CONSULTING | $77,520 | $0 | $77,520 |
| OTHER CONSULTANTS | $257,743 | $0 | $242,694 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,236 | $3,236 | $0 |
| EXCISE TAXES | $74,979 | $0 | $0 |
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