KEN BIRDWELL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KEN BIRDWELL FOUNDATION (EIN 82-5328231)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349101835
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2021-11-12T15:48:16-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 4254544919 | PhoneNum |
| Signature | 2021-11-11 | 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 | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $81,505,719 | 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 | $32,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $884,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,840,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,361,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,239,344 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,263,985 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,801 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,622,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,111,587 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $177,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $177,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $502,260 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $494,655 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $217,573 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $217,573 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,032 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,032 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,751 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,751 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $477,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $265,138 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $211,990 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,486 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,476 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $30,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,510 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,510 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $28 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $28 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,546,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $363,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,267,152 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,155,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,155,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,702,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $363,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,422,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,920,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,748,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $118,125 | CashBOYAmt |
| Cash EOY | $339,240 | CashEOYAmt |
| Cash EOYFMV | $339,240 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $811,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,358,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,358,823 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,131,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,594,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,594,091 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,265,643 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,580,285 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,580,285 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,232,262 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,630,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,630,280 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,016 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,562,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,505,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,505,719 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,863 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20,070 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,070 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,552,612 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $81,485,649 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,552,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,485,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,562,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,505,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,552,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,920,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,012,829 | OtherIncreasesAmt |
| Subtotal | $81,485,649 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,485,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2019-01-01 | 2020-12-31 | $13,656,278 | $13,647,121 | $9,157 | $9,157 | |
| PUBLICLY TRADED SECURITIES | 2019-01-01 | 2020-12-31 | $216,843 | $151,790 | $65,053 | $65,053 | |
| IR&M SOCIALLY RESPONSIBLE CORE BOND FUND LLC | 2019-01-01 | 2020-12-31 | $559,571 | $559,571 | $559,571 | P | |
| IR&M SOCIALLY RESPONSIBLE INCOME SHORT BOND FUND LLC | 2019-01-01 | 2020-12-31 | $205,717 | $205,717 | $205,717 | P | |
| CAPITAL GAIN DISTRIBUTIONS | 2019-01-01 | 2020-12-31 | $399,846 | $399,846 | $399,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,239,344 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $346,705 | 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 | $346,705 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $308,502 | OverpaymentAmt |
| Applied To ES Tax | $175,000 | AppliedToESTaxAmt |
| Refund | $133,502 | 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 | $153,000 | $37,687 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CATHERINE THAYER | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | PROGRAM DIRECTOR | 40.00 | $143,552 | $40,710 | $0 |
| TIFFANY JOHNSON | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | PROGRAM DIRECTOR | 40.00 | $140,732 | $23,785 | $0 |
| GLORIA UPCHURCH | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | ENGAGEMENT OFFICER | 40.00 | $98,795 | $21,786 | $0 |
| JACKIE SCHULTZ | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | PROGRAM OFFICER | 40.00 | $96,535 | $21,327 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | 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 | $122,715 |
| BRIGHT RESEARCH GROUP | |||||
| 1211 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | EVALUATION | $57,000 |
| 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 | $481,617 | 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 | $42,517,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,171,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $34,197,836 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,887,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,887,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,168,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,719,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,835,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,835,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,203 | TotalTaxAmt |
| Distributable Before Adj | $3,797,749 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,797,749 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,797,749 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,422,892 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,422,892 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,422,892 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,797,749 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $140,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $919,429 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,059,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,422,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,797,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $625,143 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,685,096 | 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 | $1,685,096 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $140,524 | ExcessFromYear2Amt |
| Excess From Year1 | $919,429 | ExcessFromYear1Amt |
| Excess From Current Year | $625,143 | 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 (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASIAN WOMEN'S SHELTER | ||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR: ASSOCIATE DIRECTORONBOARDING | $50,000 |
| ASIAN WOMEN'S SHELTER | ||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR: PROJECT NEST 2 (NEW ERA FORSTAFF TEAMS) | $60,000 |
| ASIAN WOMEN'S SHELTER | ||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR: STRATEGIC PLAN 2020 | $36,400 |
| ASIAN WOMEN'S SHELTER | ||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR: BOARD DEVELOPMENT PROJECT | $15,600 |
| ASIAN WOMEN'S SHELTER | ||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR COVID-19 EMERGENCY FUNDS | $25,000 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | SUPPORT FOR: HIRING A GRANT WRITER FOR 6 MONTHS | $10,000 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | SUPPORT FOR: DEVELOPMENT DEPARTMENT | $34,925 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | SUPPORT FOR: STAFF DEVELOPMENT | $30,200 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | SUPPORT FOR: SUPPLEMENTAL STAFF CAPACITY BUILDING | $13,500 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | SUPPORT FOR: COVID-19 EMERGENCY FUNDS | $25,000 |
| COALITION ON HOMELESSNESS | ||||||
| 468 TURK ST | SAN FRANCISCO | CA | 94102 | PC | SUPPORT FOR: STAFF DEVELOPMENT AND FINANCIAL STABILITY | $100,000 |
| COALITION ON HOMELESSNESS | ||||||
| 468 TURK ST | SAN FRANCISCO | CA | 94102 | PC | SUPPORT FOR COVID-19 EMERGENCY FUNDS | $25,000 |
| COALITION ON HOMELESSNESS | ||||||
| 468 TURK ST | SAN FRANCISCO | CA | 94102 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | SUPPORT FOR: MARKETING PROPOSAL | $32,000 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | SUPPORT FOR STRATEGIC PLANNING | $20,000 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | SUPPORT FOR COVID-19 EMERGENCY FUNDS | $25,000 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| CROSS-CULTURAL HEALTH CARE PROGRAM | ||||||
| 1200 12TH AVE S STE 1001 | SEATTLE | WA | 98144 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| EAST AFRICAN COMMUNITY SERVICES | ||||||
| 7153 MLK JR W S | SEATTLE | WA | 98118 | PC | SUPPORT FOR NEW STAFF HIRING: OPERATIONS MANAGER | $88,621 |
| EAST AFRICAN COMMUNITY SERVICES | ||||||
| 7153 MLK JR W S | SEATTLE | WA | 98118 | PC | SUPPORT FOR COVID-19 EMERGENCY FUNDS | $25,000 |
| EAST AFRICAN COMMUNITY SERVICES | ||||||
| 7153 MLK JR W S | SEATTLE | WA | 98118 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| EAST OAKLAND BOXING ASSOCIATION | ||||||
| PO BOX 6711 | OAKLAND | CA | 94603 | PC | SUPPORT FOR: PHASE #1 DATA COLLECTION & INFRASTRUCTURE REFRESH | $66,000 |
| EAST OAKLAND BOXING ASSOCIATION | ||||||
| PO BOX 6711 | OAKLAND | CA | 94603 | PC | SUPPORT FOR: VIRTUAL OPERATIONS BUILDOUT & IMPLEMENTATION | $129,792 |
| EAST OAKLAND BOXING ASSOCIATION | ||||||
| PO BOX 6711 | OAKLAND | CA | 94603 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| FIRST GRADUATE | ||||||
| 2973 16TH ST STE 400 | SAN FRANCISCO | CA | 94103 | PC | SUPPORT FOR: MANAGEMENT AND FUNDRAISING | $93,428 |
| FIRST GRADUATE | ||||||
| 2973 16TH ST STE 400 | SAN FRANCISCO | CA | 94103 | PC | SUPPORT FOR: CAPACITY BUILDING - FUNDRAISING | $87,665 |
| FIRST GRADUATE | ||||||
| 2973 16TH ST STE 400 | SAN FRANCISCO | CA | 94103 | PC | SUPPORT FOR COVID-19 EMERGENCY FUNDS | $25,000 |
| FOOD RUNNERS | ||||||
| 2579 WASHINGTON ST | SAN FRANCISCO | CA | 94115 | PC | SUPPORT FOR: 24/7 DISPATCH OPERATIONS & WEEKEND DISPATCH | $100,000 |
| FOOD RUNNERS | ||||||
| 2579 WASHINGTON ST | SAN FRANCISCO | CA | 94115 | PC | SUPPORT FOR: OPERATIONS SUPPORT DURING COVID-19 PANDEMIC | $75,000 |
| FOOD RUNNERS | ||||||
| 2579 WASHINGTON ST | SAN FRANCISCO | CA | 94115 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| GOT GREEN | ||||||
| PO BOX 18794 | SEATTLE | WA | 98118 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| GREEN PLATE SPECIAL | ||||||
| 2115 25TH AVE S | SEATTLE | WA | 98144 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 3RD ST UNIT 1C | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR: RECRUITMENT AND HIRING OF A FINANCE SPECIALIST | $60,000 |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 3RD ST UNIT 1C | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR: DEVELOPMENT TEAM GRANTS MANAGER | $87,000 |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 3RD ST UNIT 1C | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| HOMESTEAD COMMUNITY LAND TRUST | ||||||
| 412 MAYNARD AVE S STE 201 | SEATTLE | WA | 98104 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| KANDELIA | ||||||
| 3829B S EDMUNDS BOX 9 | SEATTLE | WA | 98118 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| LA COCINA | ||||||
| 2948 FOLSOM ST | SAN FRANCISCO | CA | 94111 | PC | SUPPORT FOR: STAFF SALARIESAND CRM TOOL | $111,050 |
| LA COCINA | ||||||
| 2948 FOLSOM ST | SAN FRANCISCO | CA | 94111 | PC | SUPPORT FOR: HUMAN RESOURCE AUDIT AND COUNCIL | $50,000 |
| LA COCINA | ||||||
| 2948 FOLSOM ST | SAN FRANCISCO | CA | 94111 | PC | SUPPORT FOR COVID-19 EMERGENCY FUNDS | $25,000 |
| MINDUL LIFE PROJECT | ||||||
| 124 WASHINGTON AVE SUITE B | RICHMOND | CA | 94801 | PC | SUPPORT FOR: MARKETING AND FINANCE | $100,000 |
| MINDUL LIFE PROJECT | ||||||
| 124 WASHINGTON AVE SUITE B | RICHMOND | CA | 94801 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| MINDUL LIFE PROJECT | ||||||
| 124 WASHINGTON AVE SUITE B | RICHMOND | CA | 94801 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| MISSSEY | ||||||
| 424 JEFFERSON ST | OAKLAND | CA | 94607 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| NORTHWEST AFRICAN AMERICAN MUSEUM | ||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | PC | SUPPORT FOR: EDUCATION PERSONNEL DURING COVID CLOSURES | $100,000 |
| NORTHWEST AFRICAN AMERICAN MUSEUM | ||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | PC | SUPPORT FOR: SALARY SUPPORT OF MARKETING DIRECTOR, DEVELOPMENT DIRECTOR AND EXECUTIVE DIRECTOR FOR 6 MONTHS | $100,000 |
| NORTHWEST AFRICAN AMERICAN MUSEUM | ||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| NIAD | ||||||
| 551 23RD ST | RICHMOND | CA | 94804 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| OLD SKOOL CAFE | ||||||
| 38 LE CONTE CIRCLE | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR: CAPACITY BUILDING | $80,000 |
| OLD SKOOL CAFE | ||||||
| 38 LE CONTE CIRCLE | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| ONE WORLD NOW | ||||||
| 610 MAYNARD AVE S | SEATTLE | WA | 98104 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| OPEN DOOR LEGAL | ||||||
| 4634 3RD ST | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR: PACKAGING CASE MANAGEMENT SYSTEM | $60,000 |
| OPEN DOOR LEGAL | ||||||
| 4634 3RD ST | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR: SCALING LONG-TERM FINANCIAL CAPABILITIES AND INFRASTRUCTURE | $100,000 |
| OPEN DOOR LEGAL | ||||||
| 4634 3RD ST | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| PARENT TRUST FOR WASHINGTON CHILDREN | ||||||
| 2200 RAINIER AVE S | SEATTLE | WA | 98144 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| PLANTING JUSTICE | ||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | PC | SUPPORT FOR: INTERNAL LEADERSHIP INCENTIVIZING PROGRAM | $166,000 |
| PLANTING JUSTICE | ||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| POGO PARK | ||||||
| 2604 ROOSEVELT AVE | RICHMOND | CA | 94804 | PC | SUPPORT FOR: CAPACITY BUILDING PHASE 1 | $100,000 |
| POGO PARK | ||||||
| 2604 ROOSEVELT AVE | RICHMOND | CA | 94804 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| POGO PARK | ||||||
| 2604 ROOSEVELT AVE | RICHMOND | CA | 94804 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| RICHMOND ART CENTER | ||||||
| 2540 BARRETT AVE | RICHMOND | CA | 94804 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 3829B S EDMUNDS BOX 9 | SEATTLE | WA | 98118 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 3829B S EDMUNDS BOX 9 | SEATTLE | WA | 98118 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| SOUTHEAST YOUTH AND FAMILY SERVICES | ||||||
| 3722 S HUDSON ST | SEATTLE | WA | 98118 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| THE LATINA CENTER | ||||||
| 3701 BARRET AVE | RICHMOND | CA | 94805 | PC | SUPPORT FOR: DATA MANAGEMENT AND FUNDRAISING | $100,000 |
| THE LATINA CENTER | ||||||
| 3701 BARRET AVE | RICHMOND | CA | 94805 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| THE LATINA CENTER | ||||||
| 3701 BARRET AVE | RICHMOND | CA | 94805 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| UPTOWN TENDERLOIN MUSEUM | ||||||
| 398 EDDY ST | SAN FRANCISCO | CA | 94102 | PC | SUPPORT FOR: RESOURCE GENERATING & OPERATIONAL IMPROVEMENTS | $36,800 |
| UPTOWN TENDERLOIN MUSEUM | ||||||
| 398 EDDY ST | SAN FRANCISCO | CA | 94102 | PC | SUPPORT FOR: STAFF DEVELOPMENT | $40,679 |
| UPTOWN TENDERLOIN MUSEUM | ||||||
| 398 EDDY ST | SAN FRANCISCO | CA | 94102 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| URBAN TILTH | ||||||
| 323 BROOKSIDE DR | RICHMOND | CA | 94801 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| VENTURES | ||||||
| 2100 24TH AVE S | SEATTLE | WA | 98144 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| YES NATURE TO NEIGHBORHOODS | ||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| YOUNG WOMEN EMPOWERED | ||||||
| 316 4TH AVE S | KIRKLAND | WA | 98033 | PC | THE SUCCESSFUL COMPLETION AND ERNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| ZENO | ||||||
| 1404 E YESLER WAY SUITE 204 | SEATTLE | WA | 98122 | PC | SUPPORT FOR: SHIFTING PROGRAM FROM IN-PERSON ENGAGEMENT/PROGRAMMING TO VIRTUAL PLATFORM | $100,000 |
| ZENO | ||||||
| 1404 E YESLER WAY SUITE 204 | SEATTLE | WA | 98122 | PC | SUPPORT FOR: FINANCIAL AUDIT | $14,500 |
| ZENO | ||||||
| 1404 E YESLER WAY SUITE 204 | SEATTLE | WA | 98122 | PC | SUPPORT FOR: COMMUNICATIONS INFRASTRUCTURE AND MESSAGING | $55,000 |
| ZENO | ||||||
| 1404 E YESLER WAY SUITE 204 | SEATTLE | WA | 98122 | PC | SUPPORT FOR: HELP MITIGATE THE IMPACT OF THE COVID-19 PANDEMIC UPON THE ORGANIZATION. | $25,000 |
| 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 |
| CASA LATINA | ||||||
| 317 17TH AVE S | SEATTLE | WA | 98144 | PC | GALA SPONSORSHIPS | $500 |
| OPEN DOOR LEGAL | ||||||
| 4634 3RD ST | SAN FRANCISCO | CA | 94124 | PC | GALA SPONSORSHIPS | $500 |
| NORTHWEST AFRICAN AMERICAN MUSEUM | ||||||
| 2300 S MASSACHUSETTS ST | SEATTLE | WA | 98144 | PC | GALA SPONSORSHIPS | $500 |
| ZENO | ||||||
| 1404 E YESLER WAY SUITE 204 | SEATTLE | WA | 98122 | PC | GALA SPONSORSHIPS | $500 |
| COALITION ON HOMELESSNESS | ||||||
| 468 TURK ST | SAN FRANCISCO | CA | 94102 | PC | GALA SPONSORSHIPS | $515 |
| LA COCINA | ||||||
| 2948 FOLSOM ST | SAN FRANCISCO | CA | 94111 | PC | GALA SPONSORSHIPS | $520 |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 3RD ST UNIT 1C | SAN FRANCISCO | CA | 94124 | PC | GALA SPONSORSHIPS | $535 |
| SOUTHEAST SEATTLE EDUCATION COALITION | ||||||
| 3829B S EDMUNDS BOX 9 | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIPS | $500 |
| EAST AFRICAN COMMUNITY SERVICES | ||||||
| 7153 MLK JR W S | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIPS | $500 |
| COMMUNITY PASSAGEWAYS | ||||||
| PO BOX 28685 | SEATTLE | WA | 98118 | PC | GALA SPONSORSHIPS | $500 |
| PLANTING JUSTICE | ||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | PC | GALA SPONSORSHIPS | $510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,155,740 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $884,288 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,263,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,056 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,622,329 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,622,329 | 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 | $32,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,751 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,751 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IX-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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB BONDS | BondNm |
| EOY Book Value | $27,580,285 | EOYBookValueAmt |
| EOYFMV | $27,580,285 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY STOCK | $4,091,380 | $4,091,380 |
| DEUTSCHE BANK STOCK | $5,583,424 | $5,583,424 |
| CHARLES SCHWAB STOCK | $5,919,287 | $5,919,287 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IR&M SOCIALLY RESPONSIBLE CORE BOND FUND LLC | FMV | $14,720,281 | $14,720,281 |
| IR&M SOCIALLY RESPONSIBLE INCOME SHORT BOND FUND LLC | FMV | $21,909,999 | $21,909,999 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,032 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,032 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $3,000 | $3,000 | $3,000 |
| DUE FROM EMPLOYEES | $16 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS LICENSE/REGISTRATION | $479 | $0 | $479 |
| PROFESSIONAL DEVELOPMENT | $3,859 | $0 | $3,859 |
| POSTAGE | $398 | $0 | $398 |
| DUES & SUBSCRIPTIONS | $6,075 | $0 | $6,075 |
| INSURANCE | $11,710 | $0 | $11,710 |
| OFFICE EXPENSE | $13,579 | $0 | $13,579 |
| BANK FEES | $34 | $0 | $34 |
| SUPPLIES | $6,411 | $0 | $6,411 |
| EVENTS | $11,297 | $0 | $11,297 |
| TELEPHONE | $5,668 | $0 | $5,668 |
| FROM PASSTHROUGH INVESTMENTS | $0 | $91,569 | $0 |
| COHORT EXPENSES | $603 | $0 | $603 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACCRUED INCOME | $80,328 | $27,072 | $80,328 |
| INCOME FROM PASSTHROUGHS | $2,183,657 | $4,729 | $2,183,657 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $2,012,829 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $265,138 | $265,138 | $0 |
| PROGRAM CONSULTING | $69,817 | $0 | $69,817 |
| OTHER CONSULTANTS | $27,263 | $0 | $27,263 |
| DESIGN AND EVALUATIONS | $114,910 | $0 | $114,910 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $6,476 | $6,476 | $0 |
| FEDERAL TAXES | $10 | $0 | $0 |
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