KEN BIRDWELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KEN BIRDWELL FOUNDATION (EIN 82-5328231)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-21
- IRS object ID
- 202242949349100019
- Schema version
- 2021v4.2
- 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
- Schedule B
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-21T15:58:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 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 | 2022-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINA | PersonFirstNm |
| Person Last | ENGEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2022-10-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $76,202,815 | 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 | $716,355 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $867,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,661,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,956,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,916,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,963,059 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$82,096 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,334 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,458,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,680,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $182,190 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $182,190 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $858,555 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $835,562 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $337,171 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $337,171 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,598 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,598 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,934 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,934 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $468,133 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $266,023 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $202,110 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,826 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,099 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,099 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,922 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,922 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130,352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130,938 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $130,352 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,047,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $398,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,756,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,749,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,749,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,797,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $398,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,506,747 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,339,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,282,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $339,240 | CashBOYAmt |
| Cash EOY | $434,727 | CashEOYAmt |
| Cash EOYFMV | $434,727 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,358,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $802,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $802,916 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $591,196 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $591,196 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,594,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,952,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,952,240 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,580,285 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,525,577 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,525,577 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $36,630,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,896,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,896,159 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $81,505,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,202,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,202,815 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,070 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $51,773 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $20,070 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,773 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $81,485,649 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $76,151,042 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,485,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $76,151,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,505,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,202,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,485,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,339,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,146,409 | SubtotalAmt |
| Other Decreases | $1,995,367 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $76,151,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| IR&M SHORT ESG BOND FUND LLC | P | 2020-01-01 | 2021-12-31 | $74,870 | $74,870 | $74,870 | |
| IR&M SOCIALLY RESPONSIBLE CORE BOND FUND LLC | P | 2020-01-01 | 2021-12-31 | -$24,063 | -$24,063 | $24,063 | |
| IR&M CORE ESG BOND FUND LLC | P | 2020-01-01 | 2021-12-31 | -$44,500 | -$44,500 | $44,500 | |
| PUBLICLY TRADED SECURITIES | 2020-01-01 | 2021-12-31 | $26,629,476 | $1,691,913 | $1,691,913 | $24,937,563 | |
| PUBLICLY TRADED SECURITIES | 2020-01-01 | 2021-12-31 | $1,335,368 | $891,039 | $891,039 | $444,329 | |
| CAPITAL GAIN DISTRIBUTIONS | 2020-01-01 | 2021-12-31 | $373,800 | $373,800 | $373,800 | ||
| SALE OF IR&M SOCIALLY RESPONSIBLE CORE BOND FUND LLC | P | 2020-01-01 | 2021-12-31 | $14,628,716 | $0 | $0 | $14,628,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,963,059 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,520 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,520 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175,000 | 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 | $175,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $115,480 | OverpaymentAmt |
| Applied To ES Tax | $115,480 | 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 ANDERSON THE CLARIUS GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064627405 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH JON BIRDWELL | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | BOARD CHAIR | 2.00 | $0 | $0 | $0 |
| REBECCA SPADONI | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KEN DAVIS | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | SECRETARY | 7.00 | $24,000 | $0 | $0 |
| KEITH VERNON | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | ASSISTANT SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| CHRISTINA ENGEL | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | EXECUTIVE DIRECTOR | 40.00 | $158,190 | $22,146 | $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 | PROGRAM DIRECTOR | 40.00 | $147,950 | $20,690 | $0 |
| JACKIE SCHULTZ | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | DIRECTOR OF OPERATIO | 40.00 | $129,746 | $14,254 | $0 |
| CATHERINE THAYER | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | PROGRAM DIRECTOR | 40.00 | $127,077 | $7,625 | $0 |
| GLORIA UPCHURCH | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | ENGAGEMENT OFFICER | 40.00 | $107,116 | $14,996 | $0 |
| ALINA AMKHAVONG | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | ADMIN | 40.00 | $79,406 | $11,116 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE CLARIUS GROUP | |||||
| 999 3RD AVENUE | SEATTLE | WA | 98104 | INVESTMENT MANAGEMENT | $143,654 |
| PUBLIC PROFIT | |||||
| 1624 FRANKLIN ST 600 | OAKLAND | CA | 94612 | FACILITATION/TRAINING AND EVALUATION | $90,415 |
| 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 | $345,479 | 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 | $41,544,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $973,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,691,765 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,209,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,209,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,188,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,021,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,901,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,901,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,520 | TotalTaxAmt |
| Distributable Before Adj | $3,841,569 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,841,569 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,841,569 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,506,747 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,506,747 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,841,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $140,524 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $919,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $625,143 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,685,096 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,506,747 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,841,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,665,178 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,350,274 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,350,274 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $140,524 | ExcessFromYear3Amt |
| Excess From Year2 | $919,429 | ExcessFromYear2Amt |
| Excess From Year1 | $625,143 | ExcessFromYear1Amt |
| Excess From Current Year | $3,665,178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH JON BIRDWELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (149 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | CAPACITY BUILDING SUPPORT FOR: CONSULTANTS, STAFFING, TECH | $98,710 | |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT | $17,725 | |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | CAPACITY BUILDING SUPPORT FOR: DEI CONSULTANT | $5,000 | |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | CAPACITY BUILDING SUPPORT FOR: CONSULTING AND STAFF BONUS | $26,175 | |
| ASIAN WOMEN'S SHELTER | |||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | CAPACITY BUILDING SUPPORT FOR: RESOURCE IMPACT AND SYSTEMS UPGRADE | $90,000 | |
| CASA LATINA | |||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: RESOURCE DEVELOPMENT GRANT | $39,987 | |
| CASA LATINA | |||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: ORGANIZATIONAL SUPPORT | $4,000 | |
| CASA LATINA | |||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: GRANT MANAGEMENT | $12,420 | |
| CASA LATINA | |||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: CONSULTANTS | $57,425 | |
| CASA LATINA | |||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: MARKETING | $20,000 | |
| CASA LATINA | |||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: ACTING EXEC DIR | $13,823 | |
| CENTER FOR EMPOWERING REFUGEES & IMMIGRAN | |||||||
| 544 INTERNATIONAL BLVD SUITE 9 | OAKLAND | CA | 94606 | PC | CAPACITY BUILDING SUPPORT FOR: EXECUTIVE STAFFING | $100,000 | |
| CENTER FOR EMPOWERING REFUGEES & IMMIGRAN | |||||||
| 544 INTERNATIONAL BLVD SUITE 9 | OAKLAND | CA | 94606 | PC | CAPACITY BUILDING SUPPORT FOR: COMMUNITY ENGAGEMENT & DEVELOPMENT DIRECTOR | $10,643 | |
| CENTER FOR EMPOWERING REFUGEES & IMMIGRAN | |||||||
| 544 INTERNATIONAL BLVD SUITE 9 | OAKLAND | CA | 94606 | PC | CAPACITY BUILDING SUPPORT FOR: CONSULTANTS, STAFFING, DEVELOPMENT | $12,590 | |
| CENTER FOR HUMAN DEVELOPMENT | |||||||
| 901 SUNVALLEY BLVD STE 220 | CONCORD | CA | 94520 | PC | CAPACITY BUILDING SUPPORT FOR: REVITALIZING DONOR ENGAGEMENT AND GIVING | $100,000 | |
| CHOOSE 180 | |||||||
| 1416 SW 151ST ST | BURIEN | WA | 98166 | PC | CAPACITY BUILDING SUPPORT FOR: STRENGTHING INTERNAL CAPACITY | $100,000 | |
| COALITION ON HOMELESSNESS | |||||||
| 468 TURK ST | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: LEADERSHIP DEVELOPMENT GRANT | $33,060 | |
| COALITION ON HOMELESSNESS | |||||||
| 468 TURK ST | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF SUSTAINABILITY | $67,000 | |
| COMMUNITY PASSAGEWAYS | |||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: HR DIRECTOR GRANT | $92,700 | |
| COMMUNITY PASSAGEWAYS | |||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: YAC STAFFING | $99,425 | |
| COMMUNITY PASSAGEWAYS | |||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT DIRECTOR | $89,208 | |
| CONGOLESE INTEGRATION NETWORK | |||||||
| 19550 INTERNATIONAL BLVD STE 103 | SEATAC | WA | 98188 | PC | CAPACITY BUILDING SUPPORT FOR: KOTOMBOLA LEADERSHIP DEVELOPMENT | $100,000 | |
| EAST AFRICAN COMMUNITY SERVICES | |||||||
| 7153 MLK JR W S | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: BRAND DEVELOPMENT GRANT | $11,379 | |
| EAST AFRICAN COMMUNITY SERVICES | |||||||
| 7153 MLK JR W S | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISING CONSULTANT | $66,000 | |
| EAST AFRICAN COMMUNITY SERVICES | |||||||
| 7153 MLK JR W S | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: SUSTAINING DEVELOPMENT DIRECTOR | $117,800 | |
| EAST OAKLAND BOXING ASSOCIATION | |||||||
| PO BOX 6711 | OAKLAND | CA | 94603 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING GRANT | $36,000 | |
| EAST OAKLAND BOXING ASSOCIATION | |||||||
| PO BOX 6711 | OAKLAND | CA | 94603 | PC | CAPACITY BUILDING SUPPORT FOR: HUMAN RESOURCES & MARKETING | $162,500 | |
| EASTSIDE ARTS ALLIANCE | |||||||
| 2277 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | PC | CAPACITY BUILDING SUPPORT FOR: RETREATS, HR, FINANCE, DATA MANAGEMENT | $99,988 | |
| FEEST | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING SUPPORT | $31,000 | |
| FIRST GRADUATE | |||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | CAPACITY BUILDING SUPPORT FOR: OPERATION STAFFING GRANT | $79,500 | |
| FIRST GRADUATE | |||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | CAPACITY BUILDING SUPPORT FOR: SALESFORCE UPDATES GRANT | $5,944 | |
| FIRST GRADUATE | |||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING | $25,000 | |
| FIRST GRADUATE | |||||||
| 2973 16TH ST SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT | $13,900 | |
| FOOD RUNNERS | |||||||
| 2579 WASHINGTON ST | SAN FRANCISCO | CA | 94116 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT | $90,000 | |
| FOOD RUNNERS | |||||||
| 2579 WASHINGTON ST | SAN FRANCISCO | CA | 94116 | PC | CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT INFRASTRUCTURE | $21,350 | |
| GOT GREEN | |||||||
| PO BOX 18794 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING GRANT | $100,000 | |
| GOT GREEN | |||||||
| PO BOX 18794 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: ORG HEALTH IN LEADERSHIP TRANSITION | $66,000 | |
| HOMELESS CHILDREN'S NETWORK | |||||||
| 3450 3RD STREET UNIT 1C | SAN FRANCISCO | CA | 94124 | PC | CAPACITY BUILDING SUPPORT FOR: HR MANAGER | $88,000 | |
| INTERCULTURAL CHILDREN & FAMILY SERVICES | |||||||
| 15 S GRADY WAY STE 434 | RENTON | WA | 98057 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISING AND STAFFING | $99,999 | |
| LA COCINA | |||||||
| 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | PC | CAPACITY BUILDING SUPPORT FOR: TECH SUPPORT & COMPUTERS | $30,000 | |
| LA COCINA | |||||||
| 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | PC | CAPACITY BUILDING SUPPORT FOR: PROGRAM EVALUATION | $20,000 | |
| LA COCINA | |||||||
| 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | PC | CAPACITY BUILDING SUPPORT FOR: ACCOUNTING CONSULTING | $46,300 | |
| MINDFUL LIFE PROJECT | |||||||
| 124 WASHINGTON AVE STE B | RICHMOND | WA | 94801 | PC | CAPACITY BUILDING SUPPORT FOR: PROFESSIONAL DEVELOPMENT GRANT | $12,373 | |
| MINDFUL LIFE PROJECT | |||||||
| 124 WASHINGTON AVE STE B | RICHMOND | WA | 94801 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING GRANT | $26,283 | |
| MINDFUL LIFE PROJECT | |||||||
| 124 WASHINGTON AVE STE B | RICHMOND | WA | 94801 | PC | CAPACITY BUILDING SUPPORT FOR: DATA DASHBOARD GRANT | $44,451 | |
| MINDFUL LIFE PROJECT | |||||||
| 124 WASHINGTON AVE STE B | RICHMOND | WA | 94801 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING | $80,000 | |
| MINDFUL LIFE PROJECT | |||||||
| 124 WASHINGTON AVE STE B | RICHMOND | WA | 94801 | PC | CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT ASSOCIATE | $56,026 | |
| MINDFUL LIFE PROJECT | |||||||
| 124 WASHINGTON AVE STE B | RICHMOND | WA | 94801 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF TRAINING | $24,000 | |
| MISSSEY INC | |||||||
| 424 JEFFERSON ST | OAKLAND | CA | 94607 | PC | CAPACITY BUILDING SUPPORT FOR: MARKETING GRANT | $145,906 | |
| MISSSEY INC | |||||||
| 424 JEFFERSON ST | OAKLAND | CA | 94607 | PC | CAPACITY BUILDING SUPPORT FOR: BUILDING & SUSTAINING EFFECTIVE PROGRAMMING | $107,850 | |
| NORTHWEST AFRICAN AMERICAN MUSEUM | |||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: MARKETING | $75,000 | |
| NORTHWEST AFRICAN AMERICAN MUSEUM | |||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: OPERATIONS DIRECTOR | $130,000 | |
| OLD SKOOL CAFE | |||||||
| 1429 MENDELL ST | SAN FRANCISCO | CA | 94124 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDRAISING | $90,000 | |
| OLD SKOOL CAFE | |||||||
| 1429 MENDELL ST | SAN FRANCISCO | CA | 94124 | PC | CAPACITY BUILDING SUPPORT FOR: CRM SOFTWARE | $10,000 | |
| OPEN DOOR LEGAL | |||||||
| 4634 3RD ST | SAN FRANCISCO | CA | 94112 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING | $60,000 | |
| OPEN DOOR LEGAL | |||||||
| 4634 3RD ST | SAN FRANCISCO | CA | 94112 | PC | CAPACITY BUILDING SUPPORT FOR: HIRING | $100,000 | |
| OPPORTUNITY JUNCTION | |||||||
| 3102 DELTA FAIR BLVD | ANTIOCH | CA | 94509 | PC | CAPACITY BUILDING SUPPORT FOR: EXECUTIVE HIRING | $29,000 | |
| PARA LOS NINOS DE HIGHLINE | |||||||
| 15220 6TH AVE SW | BURIEN | WA | 98166 | PC | CAPACITY BUILDING SUPPORT FOR: HR | $67,550 | |
| PARA LOS NINOS DE HIGHLINE | |||||||
| 15220 6TH AVE SW | BURIEN | WA | 98166 | PC | CAPACITY BUILDING SUPPORT FOR: HIRING AND BONUSES | $78,560 | |
| PLANTING JUSTICE | |||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | PC | CAPACITY BUILDING SUPPORT FOR: AQUAPONICS DEVELOPMENT | $166,000 | |
| POGO PARK | |||||||
| 2604 ROOSEVELT AVENUE | RICHMOND | CA | 94804 | PC | CAPACITY BUILDING SUPPORT FOR: INTERNAL NEEDS | $66,000 | |
| POGO PARK | |||||||
| 2604 ROOSEVELT AVENUE | RICHMOND | CA | 94804 | PC | CAPACITY BUILDING SUPPORT FOR: DONOR TOUR OF HARBOUR-8 PARK | $166,000 | |
| SAFE FUTURES YOUTH CENTER | |||||||
| 6337 35TH AVE SW | SEATTLE | WA | 98126 | PC | CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT FOR THE FUTURE | $100,000 | |
| SOUTHEAST SEATTLE EDUCATION COALITION | |||||||
| 3829 S EDMUNDS ST BOX 9 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: OFFICE EQUIPMENT GRANT | $14,000 | |
| SOUTHEAST SEATTLE EDUCATION COALITION | |||||||
| 3829 S EDMUNDS ST BOX 9 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING, ACCOUNTING, MARKETING, COACHING | $106,895 | |
| SOUTHEAST SEATTLE EDUCATION COALITION | |||||||
| 3829 S EDMUNDS ST BOX 9 | SEATTLE | WA | 98118 | PC | CAPACITY BUILDING SUPPORT FOR: EDUCATION, TRAINING, STRATEGIC PLANNING | $33,000 | |
| STREET LEVEL HEALTH PROJECT | |||||||
| 3125 EAST 15TH ST | OAKLAND | CA | 94601 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING AND COMPUTERS | $75,011 | |
| STREET LEVEL HEALTH PROJECT | |||||||
| 3125 EAST 15TH ST | OAKLAND | CA | 94601 | PC | CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT AND COMMUNICATIONS | $50,000 | |
| THE LATINA CENTER | |||||||
| 3701 BARRETT AVENUE | RICHMOND | CA | 94805 | PC | CAPACITY BUILDING SUPPORT FOR: STAFFING, DATA, FINANCE | $149,007 | |
| THE LATINA CENTER | |||||||
| 3701 BARRETT AVENUE | RICHMOND | CA | 94805 | PC | CAPACITY BUILDING SUPPORT FOR: SPECIALIST CONSULTANT | $75,000 | |
| UPTOWN TENDERLOIN | |||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT GRANT | $74,427 | |
| UPTOWN TENDERLOIN | |||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: MARKETING | $50,000 | |
| UPTOWN TENDERLOIN | |||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | CAPACITY BUILDING SUPPORT FOR: EXPANSION AND OPERATION SUSTAINABILITY | $50,000 | |
| VENTURES | |||||||
| 2100 24TH AVE S SUITE 389 | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: RE-ENVISIONING | $46,806 | |
| VENTURES | |||||||
| 2100 24TH AVE S SUITE 389 | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING | $25,000 | |
| VENTURES | |||||||
| 2100 24TH AVE S SUITE 389 | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: PANDEMIC RECOVERY PT 3 | $66,667 | |
| VENTURES | |||||||
| 2100 24TH AVE S SUITE 389 | SEATTLE | WA | 98144 | PC | CAPACITY BUILDING SUPPORT FOR: VENTURES MARKETPLACE PROJECT | $28,193 | |
| VILLAGE COMMUNITY RESOURCE CENTER | |||||||
| 633 VILLAGE DRIVE | BRENTWOOD | CA | 94513 | PC | CAPACITY BUILDING SUPPORT FOR: RECRUITING & HIRING | $59,000 | |
| WHITE CENTER COMMUNITY DEVELOPMENT ASSN | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | CAPACITY BUILDING SUPPORT FOR: STAFF SALARY INCREASE | $100,000 | |
| WHITE CENTER COMMUNITY DEVELOPMENT ASSN | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | CAPACITY BUILDING SUPPORT FOR: SALARY INCREASES | $66,667 | |
| YOUNG WOMEN EMPOWERED (Y-WE) | |||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: HR, OPS, MANAGEMENT | $90,240 | 136 SEATTLE WA 98122 |
| YOUNG WOMEN EMPOWERED (Y-WE) | |||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: MAPPING THE FUTURE | $76,426 | 136 SEATTLE WA 98122 |
| YOUNG WOMEN EMPOWERED (Y-WE) | |||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: EQUITY, ADVOCACY, SCALABILITY, AND CAPACITY BUILDING | $100,000 | 136 SEATTLE WA 98122 |
| YOUNG WOMEN EMPOWERED (Y-WE) | |||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: INFRASTRUCTURE | $66,000 | 136 SEATTLE WA 98122 |
| ZENO | |||||||
| 1404 EAST YESLER WAY STE 204 | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT GRANT | $25,000 | |
| ZENO | |||||||
| 1404 EAST YESLER WAY STE 204 | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: BUILDING MOMENTUM GRANT | $55,000 | |
| ZENO | |||||||
| 1404 EAST YESLER WAY STE 204 | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: IMPACT REVEALED | $20,000 | |
| ZENO | |||||||
| 1404 EAST YESLER WAY STE 204 | SEATTLE | WA | 98122 | PC | CAPACITY BUILDING SUPPORT FOR: FUNDING DEVELOPMENT | $62,240 | |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | GALA SPONSORSHIP | $500 | |
| CASA LATINA | |||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | GALA SPONSORSHIP | $500 | |
| CHOOSE 180 | |||||||
| 1416 SW 151ST ST | BURIEN | WA | 98166 | PC | GALA SPONSORSHIP | $515 | |
| COALITION ON HOMELESSNESS | |||||||
| 468 TURK ST | SAN FRANCISCO | CA | 94102 | PC | GALA SPONSORSHIP | $500 | |
| FEEST | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | GALA SPONSORSHIP | $500 | |
| GOT GREEN | |||||||
| PO BOX 18794 | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIP | $500 | |
| NORTHWEST AFRICAN AMERICAN MUSEUM | |||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | PC | GALA SPONSORSHIP | $515 | |
| OLD SKOOL CAFE | |||||||
| 1429 MENDELL ST | SAN FRANCISCO | CA | 94124 | PC | GALA SPONSORSHIP | $515 | |
| OPEN DOOR LEGAL | |||||||
| 4634 3RD ST | SAN FRANCISCO | CA | 94112 | PC | GALA SPONSORSHIP | $525 | |
| UPTOWN TENDERLOIN | |||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | GALA SPONSORSHIP | $500 | |
| VENTURES | |||||||
| 2100 24TH AVE S SUITE 389 | SEATTLE | WA | 98144 | PC | GALA SPONSORSHIP | $500 | |
| YOUNG WOMEN EMPOWERED (Y-WE) | |||||||
| 1143 MARTIN LUTHER KING JR WAY BOX | SEATTLE | WA | 98122 | PC | GALA SPONSORSHIP | $500 | 136 SEATTLE WA 98122 |
| ZENO | |||||||
| 1404 EAST YESLER WAY STE 204 | SEATTLE | WA | 98122 | PC | GALA SPONSORSHIP | $500 | |
| A SAFE PLACE | |||||||
| P O BOX 23006 | OAKLAND | CA | 946230006 | PC | ENGAGEMENT GRANTS | $1,000 | |
| ADAPTIVE LEARNING CENTER | |||||||
| 3227 CLAYTON ROAD | CONCORD | CA | 94519 | PC | ENGAGEMENT GRANTS | $1,000 | |
| AFGHAN HEALTH INITIATIVE | |||||||
| 30607 134TH AVE SE | AUBURN | WA | 98092 | PC | ENGAGEMENT GRANTS | $1,000 | |
| ARTS CORPS | |||||||
| 4408 DELRIDGE WAY SW 110 | SEATTLE | WA | 98106 | PC | ENGAGEMENT GRANTS | $1,000 | |
| CASA (COURT APPOINTED SPECIAL ADVOCATES) | |||||||
| 2151 SALVIO ST STE 295 | CONCORD | CA | 94520 | PC | ENGAGEMENT GRANTS | $1,000 | |
| CENTER FOR EMPOWERING REFUGEES & IMMIGRAN | |||||||
| 544 INTERNATIONAL BLVD SUITE 9 | OAKLAND | CA | 94606 | PC | ENGAGEMENT GRANTS | $1,000 | |
| CENTER FOR HUMAN DEVELOPMENT | |||||||
| 901 SUNVALLEY BLVD STE 220 | CONCORD | CA | 94520 | PC | ENGAGEMENT GRANTS | $1,000 | |
| CHOOSE 180 | |||||||
| 1416 SW 151ST ST | BURIEN | WA | 98166 | PC | ENGAGEMENT GRANTS | $1,000 | |
| COMMUNITY NETWORK COUNCIL | |||||||
| PO BOX 23 | KENT | WA | 98035 | PC | ENGAGEMENT GRANTS | $1,000 | |
| CONGOLESE INTEGRATION NETWORK | |||||||
| 19550 INTERNATIONAL BLVD STE 103 | SEATAC | WA | 98188 | PC | ENGAGEMENT GRANTS | $1,000 | |
| CYCLES OF CHANGE | |||||||
| 1246 23RD AVE | OAKLAND | CA | 94606 | PC | ENGAGEMENT GRANTS | $1,000 | |
| DNDA | |||||||
| 291 ESTUDILLO AVE | SAN LEANDRO | CA | 94577 | PC | ENGAGEMENT GRANTS | $1,000 | |
| EAST BAY FAMILY DEFENDERS | |||||||
| 101 CALLAN AVE | SAN LEANDRO | CA | 94577 | PC | ENGAGEMENT GRANTS | $1,000 | |
| EASTSIDE ARTS ALLIANCE | |||||||
| 2277 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | PC | ENGAGEMENT GRANTS | $1,000 | |
| ECHO | |||||||
| 22551 SECOND STREET SUITE 200 | HAYWARD | CA | 94541 | PC | ENGAGEMENT GRANTS | $1,000 | |
| EDEN YOUTH & FAMILY CENTER | |||||||
| 680 W TENNYSON RD | HAYWARD | CA | 94544 | PC | ENGAGEMENT GRANTS | $1,000 | |
| EMERGENCY FEEDING PROGRAM | |||||||
| 851 HOUSER WAY N STE A | RENTON | WA | 98057 | PC | ENGAGEMENT GRANTS | $1,000 | |
| FAMILY RESOURCE NAVIGATORS | |||||||
| 291 ESTUDILLO AVE | SAN LEANDRO | CA | 94577 | PC | ENGAGEMENT GRANTS | $1,000 | |
| FEEST | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | ENGAGEMENT GRANTS | $1,000 | |
| FRESH APPROACH | |||||||
| 5060 COMMERCIAL CIRCLE STE C | CONCORD | CA | 94520 | PC | ENGAGEMENT GRANTS | $1,000 | |
| FUSION | |||||||
| PO BOX 23934 | FEDERAL WAY | WA | 98093 | PC | ENGAGEMENT GRANTS | $1,000 | |
| GLOBAL TO LOCAL | |||||||
| 2800 S 192ND ST STE 104 | SEATAC | WA | 98188 | PC | ENGAGEMENT GRANTS | $1,000 | |
| GLOVER EMPOWERMENTORING PROGRAM (GEM) | |||||||
| PO BOX 6471 | KENT | WA | 98064 | PC | ENGAGEMENT GRANTS | $1,000 | |
| INTERCULTURAL CHILDREN & FAMILY SERVICES | |||||||
| 15 S GRADY WAY STE 434 | RENTON | WA | 98057 | PC | ENGAGEMENT GRANTS | $1,000 | |
| IRAQI COMMUNITY CENTER | |||||||
| 10610 SE KENT KANGLEY RD 204 | KENT | WA | 98030 | PC | ENGAGEMENT GRANTS | $1,000 | |
| KCCEB | |||||||
| 97 CALLAN AVENUE | SAN LEANDRO | CA | 94577 | PC | ENGAGEMENT GRANTS | $1,000 | |
| LIVING WELL KENT COLLABORATIVE | |||||||
| 24604 104TH AVE SE 102 | KENT | WA | 98030 | PC | ENGAGEMENT GRANTS | $1,000 | |
| MONUMENT IMPACT | |||||||
| 2699 MONUMENT BLVD SUITE G | CONCORD | CA | 94520 | PC | ENGAGEMENT GRANTS | $1,000 | |
| MOTHER AFRICA | |||||||
| 1209 CENTRAL AVE S SUITE 120 | KENT | WA | 98032 | PC | ENGAGEMENT GRANTS | $1,000 | |
| OPPORTUNITY JUNCTION | |||||||
| 3102 DELTA FAIR BLVD | ANTIOCH | CA | 94509 | PC | ENGAGEMENT GRANTS | $1,000 | |
| ORGANIZATION FOR PROSTITUTION SURVIVORS | |||||||
| 112 SW 157TH ST | BURIEN | WA | 98166 | PC | ENGAGEMENT GRANTS | $1,000 | |
| PARA LOS NINOS DE HIGHLINE | |||||||
| 15220 6TH AVE SW | BURIEN | WA | 98166 | PC | ENGAGEMENT GRANTS | $1,000 | |
| PARTNER IN EMPLOYMENT | |||||||
| 21400 INTERNATIONAL BLVD 302 | SEATAC | WA | 98198 | PC | ENGAGEMENT GRANTS | $1,000 | |
| REACH | |||||||
| 3604 NE 10TH COURT | RENTON | WA | 98056 | PC | ENGAGEMENT GRANTS | $1,000 | |
| SAFE FUTURES YOUTH CENTER | |||||||
| 6337 35TH AVE SW | SEATTLE | WA | 98126 | PC | ENGAGEMENT GRANTS | $1,000 | |
| SOMALI HEALTH BOARD | |||||||
| 525 ANDOVER PARK WEST SUITE 105 | TUKWILA | WA | 89168 | PC | ENGAGEMENT GRANTS | $1,000 | |
| STREET LEVEL HEALTH PROJECT | |||||||
| 3125 EAST 15TH ST | OAKLAND | CA | 94601 | PC | ENGAGEMENT GRANTS | $1,000 | |
| UKRANIAN COMMUNITY CENTER OF WA | |||||||
| 17701 108TH AVE SE STE 336 | RENTON | WA | 98055 | PC | ENGAGEMENT GRANTS | $1,000 | |
| UTOPIA | |||||||
| 841 CENTRAL AVE N SUITE C-106 | KENT | WA | 98032 | PC | ENGAGEMENT GRANTS | $1,000 | |
| VACC OF EAST BAY | |||||||
| 655 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | PC | ENGAGEMENT GRANTS | $1,000 | |
| VILLAGE COMMUNITY RESOURCE CENTER | |||||||
| 633 VILLAGE DRIVE BRENTWOOD | BRENTWOOD | CA | 94513 | PC | ENGAGEMENT GRANTS | $1,000 | |
| WHITE CENTER COMMUNITY DEVELOPMENT ASSN | |||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | PC | ENGAGEMENT GRANTS | $1,000 | |
| DRAPAR RICHARDS KAPLAN FOUNDATION | |||||||
| 1600 EL CAMINO REAL SUITE 155 | MENLO PARK | CA | 94025 | PC | MONIES GIVEN TO AID IN THE FINDING, FUNDING AND SUPPORT OF EARLY STAGE, HIGH IMPACT ORGANIZATIONS LED BY EXTRAORDINARY SOCIAL ENTREPRENEURS WHO ASPIRE TO CHANGE THE WORLD | $100,000 | |
| SEAD PROJECT | |||||||
| 1007 WEST BROADWAY AVENUE | MINNEAPOLIS | MN | 55411 | PC | GALA SPONSORSHIP | $460 | |
| ST VINCENT DE PAUL | |||||||
| 5950 FOURTH AVENUE SOUTH | SEATTLE | WA | 98108 | PC | GALA SPONSORSHIP | $200 | |
| NA'AH ILLAHEE FUND | |||||||
| PO BOX 17844 | SEATTLE | WA | 98127 | PC | GALA SPONSORSHIP | $100 | |
| NATIVE PHILANTHROPY | |||||||
| 1000 N ALAMEDA ST 116 | LOS ANGELES | CA | 90012 | PC | GALA SPONSORSHIP | $150 | |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC | |||||||
| 55 EXCHANGE PLACE 401 | NEW YORK | NY | 10005 | PC | GALA SPONSORSHIP | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,749,809 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $867,338 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,956,752 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LOSS FROM PASSTHROUGHS | 14 | -$260,670 |
| IRS TAX REFUND | 01 | $133,524 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,741,994 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,741,994 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KENNETH JON BIRDWELL REVOCABLE TRUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21448 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $716,355 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $716,355 | FairMarketValueAmt |
| Received | 2021-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,934 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,934 | 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 (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 678275 SHS MUZINICH CREDIT OPPORTUNITY FUND | $7,121,884 | $7,121,884 |
| 636000 SHS TIAA-CREF CORE IMPACT BOND FUND | $6,709,796 | $6,709,796 |
| 311322 SHS VANGUARD SHORT-TERM FEDERAL ADMIRAL | $3,359,161 | $3,359,161 |
| 300000 SHS ABBVIE INC. 2.9%22 DUE 11/06/22 | $306,813 | $306,813 |
| 130000 SHS AMERICAN EXPRESS 2.5%22 DUE 08/01/22 | $132,625 | $132,625 |
| 325000 SHS AMERICAN TOWER CO 3.5%23 DUE 01/31/23 | $338,731 | $338,731 |
| 300000 SHS AT&T INC. 3%22 DUE 06/30/22 | $302,377 | $302,377 |
| 300000 SHS BANK OF AMERICA C 3.3%23 DUE 01/11/23 | $312,865 | $312,865 |
| 300000 SHS CAPITAL ONE FINL 3.2% 23 DUE 01/30/23 | $311,113 | $311,113 |
| 300000 SHS CITIGROUP INC VAR 24 DUE 05/15/24 | $303,545 | $303,545 |
| 175000 SHS CVS HEALTH CORP 2.75%22 DUE 12/01/22 | $177,627 | $177,627 |
| 325000 SHS FIDELITY NATIONAL 0.375% 23 DUE 03/01/23 | $323,739 | $323,739 |
| 200000 SHS FIFTH THIRD BANCO 2.6%22 DUE 06/15/22 | $201,799 | $201,799 |
| 275000 SHS GENERAL MTRS FIN 3.25%23 DUE 01/05/23 | $285,536 | $285,536 |
| 300000 SHS GILEAD SCIENCES, 2.5%23 DUE 09/01/23 | $309,654 | $309,654 |
| 300000 SHS MITSUBISHI UFJ 2.665% 22F DUE 07/25/22 | $307,040 | $307,040 |
| 275000 SHS MORGAN STANLEY 3.125%23 DUE 01/23/23 | $285,595 | $285,595 |
| 325000 SHS SUMITOMO MITSU 3.102% 23F DUE 01/17/23 | $337,023 | $337,023 |
| 300000 SHS THE GOLDMAN SACHS 3.2% 23 DUE 02/23/23 | $310,810 | $310,810 |
| 175000 SHS THE KROGER CO. 2.8%22 DUE 08/01/22 | $178,762 | $178,762 |
| 200000 SHS THE TORONTO-DOMIN 1.9%22F DUE 12/01/22 | $202,764 | $202,764 |
| 200000 SHS THE WALT DISNEY 1.65%22 DUE 09/01/22 | $202,471 | $202,471 |
| 200000 SHS VISA INC. 2.8%22 DUE 12/14/22 | $203,847 | $203,847 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (118 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2709 SHS APPLE INC | $481,036 | $481,036 |
| 446 SHS APPLIED MATERIALS | $70,183 | $70,183 |
| 121 SHS LAM RESEARCH CORP | $87,017 | $87,017 |
| 1679 SHS NVIDIA CORP | $493,811 | $493,811 |
| 72404 SHS DFA EMERGING MARKETS SUSTAINABILITY CORE | $741,414 | $741,414 |
| 141049 SHS DFA INTERNATIONAL SUSTAINABILITY CORE | $1,864,667 | $1,864,667 |
| 80187 SHS DFA US SUSTAINABILITY CORE | $2,983,754 | $2,983,754 |
| 131838 SHS ISHARES ESG 1-5 YEAR USD CORPORATE BOND ETF | $3,381,645 | $3,381,645 |
| 300 SHS ALIBABA GROUP HLDG F | $35,637 | $35,637 |
| 84 SHS ALPHABET INC (CLASS A) | $243,351 | $243,351 |
| 68 SHS AMAZON | $226,735 | $226,735 |
| 507 SHS AMGEN INC | $114,060 | $114,060 |
| 450 SHS BERKSHIRE HATHAWAY (B-SHARE) | $134,550 | $134,550 |
| 1654 SHS BRISTOL-MYERS SQUIBB CO | $103,127 | $103,127 |
| 1062 SHS COCA COLA COMPANY | $62,881 | $62,881 |
| 650 SHS CROWN CASTLE INTERNATIONAL CORP | $135,681 | $135,681 |
| 900 SHS CVS HEALTH CORPORATION | $92,844 | $92,844 |
| 857 SHS DISNEY | $132,741 | $132,741 |
| 995 SHS GILEAD SCIENCES INC | $72,247 | $72,247 |
| 449 SHS JOHNSON & JOHNSON | $76,810 | $76,810 |
| 1018 SHS JPMORGAN CHASE & CO | $161,200 | $161,200 |
| 85 SHS MASTERCARD INC | $30,542 | $30,542 |
| 746 SHS MEDTRONIC PLC | $77,175 | $77,175 |
| 913 SHS MERCK & CO INC | $70,071 | $70,071 |
| 1262 SHS MICROSOFT | $424,436 | $424,436 |
| 125 SHS NETFLIX INC | $75,305 | $75,305 |
| 1896 SHS PFIZER INCORPORATED | $111,959 | $111,959 |
| 475 SHS PROCTER & GAMBLE | $77,701 | $77,701 |
| 694 SHS SALESFORCE.COM | $176,366 | $176,366 |
| 305 SHS SIMON PROPERTY GROUP REIT | $48,730 | $48,730 |
| 550 SHS TEXAS INSTRUMENTS INC | $103,659 | $103,659 |
| 175 SHS THERMO FISHER SCIENTIFIC | $116,767 | $116,767 |
| 468 SHS UNION PACIFIC CORP | $117,903 | $117,903 |
| 878 SHS VISA INC | $190,271 | $190,271 |
| 300 SHS WORKDAY INC | $81,954 | $81,954 |
| 156 SHS ABBVIE INC | $21,122 | $21,122 |
| 133 SHS ACTIVISION BLIZZARD | $8,848 | $8,848 |
| 107 SHS ADVANCED MICRO DEVICES | $15,397 | $15,397 |
| 196 SHS ALLSTATE CORPORATION | $23,218 | $23,218 |
| 26 SHS ALPHABET INC (CLASS C) | $75,233 | $75,233 |
| 88 SHS AMERICAN WATER WORKS | $16,620 | $16,620 |
| 101 SHS ANTHEM INC | $46,818 | $46,818 |
| 1085 SHS BANK OF AMERICA CORPORATION | $48,272 | $48,272 |
| 43 SHS BECTON DICKINSON & CO | $10,814 | $10,814 |
| 43 SHS BIOGEN INC | $10,317 | $10,317 |
| 126 SHS CATERPILLAR INC | $26,049 | $26,049 |
| 225 SHS CENTENE CORP | $18,540 | $18,540 |
| 186 SHS CHEVRON CORPORATION | $21,827 | $21,827 |
| 121 SHS CIGNA CORP CMN | $27,785 | $27,785 |
| 167 SHS CITIGROUP INC | $10,085 | $10,085 |
| 308 SHS COMCAST CORP | $15,502 | $15,502 |
| 32 SHS COSTCO | $18,166 | $18,166 |
| 42 SHS CUMMINS INC | $9,162 | $9,162 |
| 80 SHS D R HORTON CO | $8,676 | $8,676 |
| 79 SHS DARDEN RESTAURANTS | $11,901 | $11,901 |
| 144 SHS DIAMONDBACK ENERGY | $15,530 | $15,530 |
| 0 SHS DIGITAL REALTY REIT | $66 | $66 |
| 150 SHS DUPONT DE NEMOURS INC CMN | $12,117 | $12,117 |
| 49 SHS ECOLAB INC | $11,520 | $11,520 |
| 74 SHS ENPHASE ENERGY, INC. CMN | $13,538 | $13,538 |
| 272 SHS EXXON MOBIL CORPORATION | $16,644 | $16,644 |
| 112 SHS FACEBOOK (CLASS A) | $37,671 | $37,671 |
| 35 SHS FEDEX CORPORATION | $9,052 | $9,052 |
| 94 SHS FIDELITY NATL INFO | $10,260 | $10,260 |
| 270 SHS GENERAL ELECTRIC CO | $25,507 | $25,507 |
| 219 SHS GENERAL MOTORS CO | $12,840 | $12,840 |
| 104 SHS GOLDMAN SACHS GROUP INC | $39,785 | $39,785 |
| 293 SHS HARTFORD FINANCIAL SERVICES GROUP | $20,342 | $20,342 |
| 208 SHS HERBALIFE LTD | $8,513 | $8,513 |
| 94 SHS HILTON WORLDWIDE HLD | $14,663 | $14,663 |
| 168 SHS HOLOGIC INC | $12,862 | $12,862 |
| 1173 SHS HOST HOTELS & RESORTS | $20,398 | $20,398 |
| 731 SHS HOWMET AEROSPACE INC | $23,268 | $23,268 |
| 374 SHS INTEL CORP | $19,261 | $19,261 |
| 494 SHS INVESCO LTD | $11,372 | $11,372 |
| 499 SHS KKR & CO. INC. CMN CLASS A | $37,176 | $37,176 |
| 186 SHS MARATHON PETE CORP | $11,902 | $11,902 |
| 190 SHS MASCO CORP | $13,342 | $13,342 |
| 121 SHS MCKESSON CORPORATION | $30,134 | $30,134 |
| 117 SHS MOHAWK INDUSTRIES INC | $21,315 | $21,315 |
| 371 SHS MOLSON COORS BREWING | $17,196 | $17,196 |
| 25 SHS MSCI INC | $15,317 | $15,317 |
| 184 SHS NEWMONT MINING CORP | $11,412 | $11,412 |
| 137 SHS NEXTERA ENERGY INC | $12,790 | $12,790 |
| 247 SHS NIKE INC | $41,167 | $41,167 |
| 267 SHS NRG ENERGY INC | $11,502 | $11,502 |
| 45 SHS OKTA INC CLASS A | $10,088 | $10,088 |
| 452 SHS ORACLE CORPORATION | $39,419 | $39,419 |
| 24 SHS ORGANON & CO | $731 | $731 |
| 80 SHS PACKAGING CORP OF AMERICA | $10,892 | $10,892 |
| 48 SHS PARKER-HANNIFIN CORP | $15,270 | $15,270 |
| 75 SHS PAYPAL HOLDINGS INCO | $14,144 | $14,144 |
| 169 SHS PEPSICO INCORPORATED | $29,539 | $29,539 |
| 144 SHS PHILLIPS 66 | $10,434 | $10,434 |
| 73 SHS PPG INDUSTRIES INC | $12,588 | $12,588 |
| 160 SHS PROLOGIS INC | $26,938 | $26,938 |
| 178 SHS PUBLIC SERVICE ENTERPRISE GROUP | $11,878 | $11,878 |
| 331 SHS PULTEGROUP INC | $18,970 | $18,970 |
| 134 SHS RAYTHEON TECHNOLOGIES CO | $11,532 | $11,532 |
| 21 SHS REGENERON PHARMS INC | $13,262 | $13,262 |
| 57 SHS REPLIGEN CORP CMN | $15,096 | $15,096 |
| 95 SHS ROSS STORES INC | $10,857 | $10,857 |
| 64 SHS SKYWORKS SOLUTIONS INC | $9,929 | $9,929 |
| 49 SHS STANLEY BLACK & DECKER | $9,242 | $9,242 |
| 208 SHS T-MOBILE US INC | $24,124 | $24,124 |
| 51 SHS TESLA MOTORS | $53,896 | $53,896 |
| 169 SHS U G I CORPORATION | $7,817 | $7,817 |
| 262 SHS UBER TECHNOLOGIES, INC. CMN | $10,986 | $10,986 |
| 53 SHS UNIVERSAL DISPLAY CORP | $8,747 | $8,747 |
| 51 SHS VERISK ANALYTICS INC | $11,665 | $11,665 |
| 531 SHS VIATRIS INC | $7,184 | $7,184 |
| 430 SHS VICI PROPERTIES INC CMN | $12,947 | $12,947 |
| 69 SHS VMWARE INC | $7,996 | $7,996 |
| 297 SHS WAL-MART STORES INC | $43,136 | $43,136 |
| 74 SHS WASTE MANAGEMENT INC | $12,351 | $12,351 |
| 155 SHS WYNDHAM HOTELS & RESORTS INC | $13,896 | $13,896 |
| 10322 SHS ISHARES MSCI EAFE ESG OPTIMIZED ETF | $820,186 | $820,186 |
| 6175 SHS ISHARES MSCI EM ESG OPTIMIZED ETF | $245,456 | $245,456 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $591,196 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $591,196 | 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 | $21,390,353 | $21,390,353 |
| IR&M CORE ESG BOND FUND LLC | FMV | $14,505,806 | $14,505,806 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,598 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,598 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $1,995,367 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $479 | $0 | $479 |
| DUES AND SUBSCRIPTIONS | $43,215 | $0 | $43,215 |
| INSURANCE | $14,069 | $0 | $14,069 |
| OFFICE EXPENSE | $11,691 | $0 | $11,691 |
| COHORT EXPENSES | $14,298 | $0 | $14,298 |
| BANK FEES | $651 | $0 | $651 |
| MISCELLANEOUS | $88 | $0 | $88 |
| EVENTS | $933 | $0 | $933 |
| TELEPHONE | $3,240 | $0 | $3,240 |
| POSTAGE | $1,701 | $0 | $1,701 |
| SUPPLIES | $28,039 | $0 | $28,039 |
| FROM PASSTHROUGH INVESTMENTS | $0 | $130,938 | $0 |
| MARKETING | $11,948 | $0 | $11,948 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACCRUED INCOME | $45,050 | $44,077 | $45,050 |
| LOSS FROM PASSTHROUGHS | -$260,670 | $12,257 | -$260,670 |
| IRS TAX REFUND | $133,524 | $133,524 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $266,023 | $266,023 | $0 |
| PROGRAM CONSULTING | $23,923 | $0 | $23,923 |
| OTHER CONSULTANTS | $99,771 | $0 | $99,771 |
| DESIGN AND EVALUATIONS | $78,416 | $0 | $78,416 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,826 | Amt |
| Net Investment Income | $1,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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