KEN BIRDWELL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KEN BIRDWELL FOUNDATION (EIN 82-5328231)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349103511
- Schema version
- 2019v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T19:27:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 19:26:58 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36142222E2A4E359DC7AF38919A7BF94EF94D97A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,562,475 | 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 | $22,962,619 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $615,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $670,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,493,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,826,739 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,501,186 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,262 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,716 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $29,104,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,172,910 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $167,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $167,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $402,698 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $396,067 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $155,527 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $155,527 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,955 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,955 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,121 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,121 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $323,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,945 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $226,568 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $275,014 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,542 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $45,171 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $45,171 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,331 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,331 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $214 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $214 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,848 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,509,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,130,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,169,531 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,169,531 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,678,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,300,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,425,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,068,575 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,512 | CashBOYAmt |
| Cash EOY | $118,125 | CashEOYAmt |
| Cash EOYFMV | $118,125 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,363,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $811,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $811,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,219,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,131,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,131,690 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,265,643 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,265,643 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,232,262 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,232,262 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,016 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,016 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,711,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,562,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,562,475 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,727 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,863 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,727 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,863 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,700,590 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $48,552,612 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,700,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,552,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,711,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,562,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,700,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,425,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,125,853 | SubtotalAmt |
| Other Decreases | $1,573,241 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,552,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,703,301 | $3,772,811 | -$69,510 | -$69,510 | |
| PUBLICLY TRADED SECURITIES | $15,735,122 | $10,172,318 | $5,562,804 | $5,562,804 | |
| IR&M SOCIALLY RESPONSIBLE CORE BOND FUND LLC | $4,266 | $4,266 | $4,266 | P | |
| IR&M SOCIALLY RESPONSIBLE INCOME SHORT BOND FUND LLC | $2,754 | $2,754 | $2,754 | P | |
| THE BLACKSTONE GROUP | $283 | $283 | $283 | P | |
| SALE OF THE BLACKSTONE GROUP | $589 | $589 | $589 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,501,186 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $351,217 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,248,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037977 | DistributionYr1Rt |
| Total Distribution | 0.037977 | TotalDistributionRt |
| Average Distribution | 0.055006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,829,422 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,585,791 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $60,686 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,646,477 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,300,214 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $60,686 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,686 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $407,413 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $407,413 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $346,727 | OverpaymentAmt |
| Applied To ES Tax | $346,727 | 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/PRESIDENT | 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 | 2.00 | $0 | $0 | $0 |
| CHRISTINA ENGEL | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | EXECUTIVE DIRECTOR | 40.00 | $143,333 | $40,385 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 | $118,282 | $34,469 | $0 |
| TIFFANY JOHNSON | ||||||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | PROGRAM DIRECTOR | 40.00 | $115,417 | $19,982 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLOGRAFIK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W WASHINGTON ST 2355 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | DESIGN | ServiceTypeTxt |
| Compensation | $96,599 | CompensationAmt |
| 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 | $284,020 | 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 | $25,837,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,510,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,920,274 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,268,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,268,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $439,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,829,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,441,471 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,441,471 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,686 | TotalTaxAmt |
| Distributable Before Adj | $1,380,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,380,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,380,785 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,300,214 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,300,214 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $60,686 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,239,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,380,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $140,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $140,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,300,214 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,380,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $919,429 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,059,953 | 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 | $1,059,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $140,524 | ExcessFromYear1Amt |
| Excess From Current Year | $919,429 | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAYVIEW HUNTERS POINT CENTER FOR ARTS AND TECHNOLOGY | ||||||
| 2415 3RD STREET SUITE 230 | SAN FRANCISCO | CA | 94107 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| BAYVIEW OPERA HOUSE | ||||||
| 4705 3RD STREET | SAN FRANCISCO | CA | 94124 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 THIRD STREET BLDG 1-C | SAN FRANCISCO | CA | 94124 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| LITERACY FOR ENVIRONMENTAL JUSTICE | ||||||
| 607 ANDERSON STREET | SAN FRANCISCO | CA | 94110 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| OLD SKOOL CAFE | ||||||
| 1429 MENDELL STREET | SAN FRANCISCO | CA | 94124 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| OPEN DOOR LEGAL | ||||||
| 4634 3RD STREET | SAN FRANCISCO | CA | 94124 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| REAL OPTIONS FOR CITY KIDS | ||||||
| 72 LELAND AVE | SAN FRANCISCO | CA | 94134 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| FRIENDS OF SCRAP INC | ||||||
| 834 TOLAND STREET | SAN FRANCISCO | CA | 94124 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| CASA LATINA | ||||||
| 317 17TH AVE SOUTH | SEATTLE | WA | 98144 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| COYOTE CENTRAL | ||||||
| 2300 E CHERRY STREET | SEATTLE | WA | 98122 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| NORTHWEST AFRICAN AMERICAN MUSEUM (NAAM) | ||||||
| 2300 S MASSACHUSETTS STREET | SEATTLE | WA | 98144 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| OPERATION NIGHTWATCH | ||||||
| 302 14TH AVE SOUTH | SEATTLE | WA | 98144 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| POWERFUL VOICES | ||||||
| 1620 18TH AVE SUITE 100 | SEATTLE | WA | 98122 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| SEATTLE JAZZED | ||||||
| 3201 E REPUBLICAN STREET | SEATTLE | WA | 98112 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| ZENO | ||||||
| 1401 E YESLER WAY | SEATTLE | WA | 98122 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| 18 REASONS | ||||||
| 3150 18TH STREET 315 | SAN FRANCISCO | CA | 94110 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| ASIAN WOMEN'S SHELTER | ||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| THE BETHANY CENTER FOUNDATION | ||||||
| 3171 21ST STREET | SAN FRANCISCO | CA | 94110 | SO I | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| FIRST GRADUATE | ||||||
| 2973 16TH STREET STE 400 | SAN FRANCISCO | CA | 94103 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| LA COCINA INC | ||||||
| 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| LEAP ARTS IN EDUCATION | ||||||
| 2601 MISSION STREET SUITE 603 | SAN FRANCISCO | CA | 94110 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| PERFORMING ARTS WORKSHOP | ||||||
| 1661 TENNESSEE STREET UNIT 3-0 | SAN FRANCISCO | CA | 94107 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| BLACK ORGANIZING PROJECT | ||||||
| 1035 W GRAND AVE | OAKLAND | CA | 94607 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| DESTINY ARTS CENTER | ||||||
| 970 GRACE AVE | OAKLAND | CA | 94608 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| EAST OAKLAND BOXING ASSOCIATION | ||||||
| 816 98TH AVE | OAKLAND | CA | 94603 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| HACK THE HOOD | ||||||
| 439 INTERNATIONAL BLVD SUITE 1 | OAKLAND | CA | 94606 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| MAGNOLIA WOMEN'S RECOVERY PROGRAM | ||||||
| 17 EMBARCADERO COVE | OAKLAND | CA | 94606 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| MANDELA PARTNERS | ||||||
| 1364 7TH STREET | OAKLAND | CA | 94607 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| MOTIVATING INSPIRING SUPPORTING AND SERVING SEXUALLY EXPLOITED YOUTH (MISS | ||||||
| 424 JEFFERSON STREET | OAKLAND | CA | 94607 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| PLANTING JUSTICE | ||||||
| 3443 SAN PABLO AVE | OAKLAND | CA | 94608 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| NEW CONSERVATORY THEATER CENTER | ||||||
| 25 VAN NESS AVENUE LOWER LOBBY | SAN FRANCISCO | CA | 94102 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| AIDS LEGAL REFERRAL PANEL | ||||||
| 1663 MISSION STREET SUITE 500 | SAN FRANCISCO | CA | 94103 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| FOOD RUNNERS | ||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| REFUGEE & IMMIGRANT TRANSITIONS | ||||||
| 870 MARKET STREET SUITE 718 | SAN FRANCISCO | CA | 94102 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| SCHOOLS MENTORING AND RESOURCE TEAM | ||||||
| 1061 MARKET STREET MEZZANINE | SAN FRANCISCO | CA | 94103 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| UPTOWN TENDERLOIN INCTENDERLOIN MUSEUM | ||||||
| 398 EDDY STREET | SAN FRANCISCO | CA | 94102 | PC | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | $1,000 |
| ASIAN WOMEN'S SHELTER | ||||||
| 3543 18TH STREET 19 | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR "PROJECT NEST" (NEW ERA FOR STAFF TEAMS) AN INITIATIVE TO HELP BUILD STRONGER STAFF PRACTICES, DEPLOYMENT, TOOLS DEVELOPMENT, AND HUMAN RESOURCE MANAGEMENT. | $100,000 |
| EAST OAKLAND BOXING ASSOCIATION | ||||||
| 816 98TH AVE | OAKLAND | CA | 94603 | PC | SUPPORT FOR "EOBA STAFFING AND STRATEGIC PLANNING" AN INITIATIVE TO SUPPORT STRATEGIC PLANNING AND EXPAND DEVELOPMENT CAPABILITIES. | $100,000 |
| FIRST GRADUATE | ||||||
| 2973 16TH STREET STE 400 | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR "CAPACITY BUILDING - FUNDRAISING" AN INITIATIVE TO AID IN THE HIRING AND ONBOARDING OF A NEW DEVELOPMENT DIRECTOR. | $100,000 |
| FIRST GRADUATE | ||||||
| 2973 16TH STREET STE 400 | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR "CAPACITY BUILDING DATA" AN INITIATIVE TO SUPPORT THE DEVELOPMENT OF A NEW DATA MANAGEMENT SYSTEM AND THE MIGRATION OF DATA FROM THE PREVIOUS SYSTEM. | $50,000 |
| LA COCINA INC | ||||||
| 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | PC | SUPPORT FOR "DEVELOPMENT STAFF SALARIES" AN INITIATIVE TO AID IN THE EXPANSION OF THE ORGANIZATION'S DEVELOPMENT TEAM AND THEIR FIRST YEAR SALARIES. | $50,000 |
| MOTIVATING INSPIRING SUPPORTING AND SERVING SEXUALLY EXPLOITED YOUTH (MISS | ||||||
| 424 JEFFERSON STREET | OAKLAND | CA | 94607 | PC | SUPPORT FOR "BUILDING AND SUSTAINING EFFECTIVE PROGRAMMING" AN INITIATIVE TO AID IN THE DEVELOPMENT OF A MORE EFFECTIVE DATA MANAGEMENT SYSTEMS, EXECUTIVE COACHING, AND STAFF TRAINING. | $99,015 |
| MOTIVATING INSPIRING SUPPORTING AND SERVING SEXUALLY EXPLOITED YOUTH (MISS | ||||||
| 424 JEFFERSON STREET | OAKLAND | CA | 94607 | PC | SUPPORT FOR "BUILDING AND SUSTAINING EFFECTIVE PROGRAMMING" AN INITIATIVE TO AID IN THE DEVELOPMENT OF A MORE EFFECTIVE DONOR DATABASE. | $67,850 |
| PLANTING JUSTICE | ||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | PC | SUPPORT FOR "MEDIA UPDATES AND DOCUMENTATION" AN INITIATIVE TO AID IN DEVELOPMENT OF AN UPDATED WEBSITE AND THE CREATION OF A DOCUMENTARY FILM. | $66,666 |
| PLANTING JUSTICE | ||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | PC | SUPPORT FOR ORGANIZATION DEVELOPMENT" AN INITIATIVE TO HELP REBUILD THE ORGANIZATION'S CANVASSING TEAM, HIRE A GRANTS MANAGER, AND HOLD A STRATEGIC PLANNING RETREAT ATTENDED BY ALL STAFF. | $100,000 |
| OPEN DOOR LEGAL | ||||||
| 4634 3RD STREET | SAN FRANCISCO | CA | 94112 | PC | SUPPORT FOR "STRATEGIC PLANNING & STAFF FUNDRAISING" AN INITIATIVE DESIGNED TO HIRE A NEW GRANTS MANAGER AND THE CREATION OF AN UPDATED STRATEGIC PLAN. | $100,000 |
| OLD SKOOL CAFE | ||||||
| 1429 MENDELL STREET | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR "CAPACITY BUILDING" AN INITIATIVE TO HELP HIRE AND ONBOARD A NEW CHIEF OPERATING OFFICER. | $100,000 |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 THIRD STREET BLDG 1-C | SAN FRANCISCO | CA | 94124 | PC | SUPPORT FOR "RECRUITMENT AND HIRING OF GRANTS MANAGER" AN INITIATIVE TO EXPAND THE ORGANIZATION'S CURRENT DEVELOPMENT TEAM THROUGH THE HIRING AND ONBOARDING OF A NEW GRANTS MANAGER. | $100,000 |
| DRAPER 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,169,531 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COALITION ON HOMELESSNESS SAN FRANCISCO | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TURK STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | THE SUCCESSFUL COMPLETION AND EARNEST PARTICIPATION IN ENGAGEMENT/DUE DILIGENCE. | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $615,892 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,493,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,141,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,141,448 | 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 | $22,962,619 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| 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 | $14,962,619 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,121 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,121 | 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 | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,265,643 | EOYBookValueAmt |
| EOYFMV | $11,265,643 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $17,131,690 | EOYBookValueAmt |
| EOYFMV | $17,131,690 | EOYFMVAmt |
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 | $8,310,737 | $8,310,737 |
| IR&M SOCIALLY RESPONSIBLE INCOME SHORT BOND FUND LLC | FMV | $10,921,525 | $10,921,525 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,955 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,955 | 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 | $0 | $16 | $16 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,573,241 | Amt |
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 | $44 | $0 | $44 |
| PROFESSIONAL DEVELOPMENT | $2,068 | $0 | $2,068 |
| POSTAGE | $301 | $0 | $301 |
| DUES & SUBSCRIPTIONS | $22,244 | $0 | $22,244 |
| INSURANCE | $5,403 | $0 | $5,403 |
| FURNITURE & EQUIPMENT RENTAL | $11,714 | $0 | $11,714 |
| BANK FEES | $160 | $0 | $160 |
| SUPPLIES | $4,509 | $0 | $4,509 |
| MISCELLANEOUS | $12,392 | $0 | $12,392 |
| EVENTS | $8,174 | $0 | $8,174 |
| TELEPHONE | $3,387 | $0 | $3,387 |
| FROM PASSTHROUGH INVESTMENTS | $0 | $3,848 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACCRUED INCOME | $1,660 | ||
| INCOME FROM PASSTHROUGHS | $56 | $32,262 | $32,262 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $96,945 | $96,945 | $0 |
| PROGRAM CONSULTING | $55,650 | $0 | $55,650 |
| OTHER CONSULTANTS | $27,229 | $0 | $27,229 |
| DESIGN AND EVALUATIONS | $143,689 | $0 | $143,689 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $0 | $3,542 | $0 |
| FEDERAL TAXES | $275,014 | $0 | $0 |
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