KEN BIRDWELL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KEN BIRDWELL FOUNDATION (EIN 82-5328231)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202513179349102656
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T16:53:45-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 110TH AVE NE SUITE 700AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN825328231EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEN BIRDWELL FOUNDATIONBusinessNameLine1Txt
Business Name Line2(DBA MAGIC CABINET) C/O CLARK NUBER PSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKENBBusinessNameControlTxt
Phone4254544919PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 110TH AVE NE 700AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINA ENGELPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone2066792215PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2025-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$147,191,046FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,560,187ContriRcvdRevAndExpnssAmt
Interest On Sav Net Invst Incm$193,197InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,598,759DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,752,423DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,850,166NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,035,642GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,771,297CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,305,784OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$215,358OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$93,314,896TotalRevAndExpnssAmt
Total Net Invst Incm$32,932,275TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$419,062CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$419,062CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,822,819OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,779,291OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,184,992PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,203,297PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$24,034LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$19,136LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$56,471AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,204AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$45,301AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,270,732OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$279,658OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$983,068OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$113,219TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,219TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$74,584OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$74,584OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$300,493TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$307,821TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$2,422PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$2,422PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$635,759OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$119OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$634,219OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,904,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$295,200TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,468,201TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,425,488ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,925,488ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,330,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$295,200TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,393,689TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$72,984,821ExcessRevenueOverExpensesAmt
Net Investment Income$32,637,075NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,275,152CashBOYAmt
Cash EOY$1,237,605CashEOYAmt
Cash EOYFMV$1,237,605CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,857,358SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,426,257SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,426,257SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$698,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$9,415,580USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$9,415,580USGovtObligationsEOYFMVAmt
Corporate Stock BOY$30,827,064CorporateStockBOYAmt
Corporate Stock EOY$49,580,423CorporateStockEOYAmt
Corporate Stock EOYFMV$49,580,423CorporateStockEOYFMVAmt
Corporate Bonds BOY$35,397,099CorporateBondsBOYAmt
Corporate Bonds EOY$64,525,257CorporateBondsEOYAmt
Corporate Bonds EOYFMV$64,525,257CorporateBondsEOYFMVAmt
Other Investments BOY$28,953,430OtherInvestmentsBOYAmt
Other Investments EOY$20,813,750OtherInvestmentsEOYAmt
Other Investments EOYFMV$20,813,750OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$192,174OtherAssetsEOYAmt
Other Assets EOYFMV$192,174OtherAssetsEOYFMVAmt
Total Assets BOY$100,008,103TotalAssetsBOYAmt
Total Assets EOY$147,191,046TotalAssetsEOYAmt
Total Assets EOYFMV$147,191,046TotalAssetsEOYFMVAmt
Accounts Payable BOY$208,225AccountsPayableBOYAmt
Accounts Payable EOY$189,935AccountsPayableEOYAmt
Grants Payable BOY$1,500,000GrantsPayableBOYAmt
Grants Payable EOY$1,000,000GrantsPayableEOYAmt
Total Liabilities BOY$1,708,225TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,189,935TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$98,299,878NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$146,001,111NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$98,299,878TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$146,001,111TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$100,008,103TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$147,191,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$98,299,878TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$72,984,821ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$171,284,699SubtotalAmt
Other Decreases$25,283,588OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$146,001,111TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2021-01-012024-12-31$49,457,162$46,309,397$3,147,765$3,147,765
PUBLICLY TRADED SECURITIES2021-01-012024-12-31$44,554,544$18,876,079$25,678,465$25,678,465
PASS THROUGH CAPITAL GAINS/LOSSES FROM K-1S2021-01-012024-12-31$78,869-$78,869-$78,869P
CAPITAL GAIN DISTRIBUTIONS2021-01-012024-12-31$23,936$23,936$23,936
FieldValueIRS element (for citing)
Capital Gain Net Income$28,771,297CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$453,655InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$453,655SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$453,655TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$178,027EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$400,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$578,027TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$124,372OverpaymentAmt
Applied To ES Tax$124,372AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MAGICCABINET.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KEITH VERNON THE CLARIUS GROUPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2064627400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1999 3RD AVENUE NO 3050AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTINA ENGEL
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004CHIEF EXECUTIVE OFFICER40.00$221,408$34,075$2,343
ED LEE
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004CHIEF FINANCIAL OFFICER40.00$197,654$45,504$2,010
KEN BIRDWELL
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004PRESIDENT2.00$0$0$0
REBECCA SPADONI
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004VICE PRESIDENT2.00$0$0$0
KEITH VERNON
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004TREASURER2.00$0$0$0
MAEVE ELISE BROWN
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004SECRETARY2.00$0$0$0
TRISH DZIKO MILLINES
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004BOARD MEMBER2.00$0$0$0
LETICIA LANDA
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004BOARD MEMBER2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
TIFFANY JOHNSON
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004CHIEF STRATEGY OFFIC40.00$202,735$22,044$3,552
MYESHIA GRICE-ROBINSON
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004PROGRAM DIRECTOR40.00$178,055$37,018$3,044
KAREN TOERING
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004DIRECTOR OF ADVOCACY40.00$164,085$48,610$5,256
JACKIE SCHULTZ
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004DIRECTOR OF OPERATIO40.00$167,308$22,702$3,820
LORELAI LIN
555 110TH AVENUE NE SUITE 700BELLEVUEWA98004DIRECTOR OF RESEARCH40.00$160,257$16,427$3,819
FieldValueIRS element (for citing)
Other Employee Paid Over50k19OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THE CLARIUS GROUP
990 3RD AVESEATTLEWA98104FAMILY OFFICE SERVICES$247,081
IN THE WORKS LLC
1424 11TH AVE STE 400SEATTLEWA98105FACILIATION AND TEAM TRAINING$169,001
PUBLIC PROFIT
1624 FRANKLIN ST STE 600OAKLANDCA94612EVALUATION$85,000
PROXIMATE
PO BOX 511RODEOCA94572MARKETING$79,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE STATEMENT 12Description1Txt
Expenses1$387,094Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$80,507,203AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,725,653AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$28,953,430FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$112,186,286TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$112,186,286AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,682,794CashDeemedCharitableAmt
Net Vl Noncharitable Assets$110,503,492NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,525,175MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,525,175MinimumInvestmentReturnAmt
Tax Based On Investment Income$453,655TaxBasedOnInvestmentIncomeAmt
Total Tax$453,655TotalTaxAmt
Distributable Before Adj$5,071,520DistributableBeforeAdjAmt
Recoveries Qualfied Distri$22,604RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,094,124DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,094,124DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,393,689ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,393,689QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,094,124DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$919,429ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$625,143ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,665,178ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,299,067ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,849,545ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,358,362TotalExcessDistributionCyovAmt
Qualifying Distributions$20,393,689QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,094,124AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,299,565RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$39,657,927TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$919,429ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,738,498ExcessDistriCyovToNextYrAmt
Excess From Year4$625,143ExcessFromYear4Amt
Excess From Year3$3,665,178ExcessFromYear3Amt
Excess From Year2$7,299,067ExcessFromYear2Amt
Excess From Year1$11,849,545ExcessFromYear1Amt
Excess From Current Year$15,299,565ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKEN BIRDWELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (280 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350 SEATTLE
5031 UNIVERSITY WAY NESEATTLEWA98105PCPHILANTHROPIC PARTNERSHIPS GRANT$25,000
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$19,808
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$1,792
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$6,414
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$2,426
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$6,620
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$25,932
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$34,126
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$50,000
A PLACE-2-LIVE INC
301 GEORGE STREET SUITE 215VALLEJOCA94590PCCAPACITY BUILDING SUPPORT$895
AFGHAN HEALTH INITIATIVE
30607 134TH AVE SEAUBURNWA98092PCCAPACITY BUILDING SUPPORT$135,000
AFGHAN HEALTH INITIATIVE
30607 134TH AVE SEAUBURNWA98092PCCAPACITY BUILDING SUPPORT$31,000
AFGHAN HEALTH INITIATIVE
30607 134TH AVE SEAUBURNWA98092PCCAPACITY BUILDING SUPPORT$14,000
AFRICAN QUEENS DANCE COMPANY
360 GRAND AVE SUITE 298OAKLANDCA94610PCEVENT SPONSORSHIP$200
ALPHABET ALLIANCE OF COLOR (AAOC)
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCEVENT SPONSORSHIP$500
AMERICAN INDIAN CHILD RESOURCE CENTER
522 GRAND AVEOAKLANDCA94610PCORGANIZATION SPONSORSHIP$1,000
ARTS CORPS
4408 DELRIDGE WAY SW SUITE 110SEATTLEWA98106PCORGANIZATION SPONSORSHIP$500
ARTS CORPS
4408 DELRIDGE WAY SW SUITE 110SEATTLEWA98106PCEVENT SPONSORSHIP$514
ARTS CORPS
4408 DELRIDGE WAY SW SUITE 110SEATTLEWA98106PCCAPACITY BUILDING SUPPORT$76,420
ARTS CORPS
4408 DELRIDGE WAY SW SUITE 110SEATTLEWA98106PCCAPACITY BUILDING SUPPORT$70,640
ASIAN WOMEN'S SHELTER
3543 18TH STREET 19SAN FRANCISCOCA94110PCCAPACITY BUILDING SUPPORT$15,067
CASA LATINA
317 17TH AVE SSEATTLEWA98144PCCAPACITY BUILDING SUPPORT$66,200
CASA LATINA
317 17TH AVE SSEATTLEWA98144PCCAPACITY BUILDING SUPPORT$30,730
CASA LATINA
317 17TH AVE SSEATTLEWA98144PCCAPACITY BUILDING SUPPORT$14,697
CASA LATINA
317 17TH AVE SSEATTLEWA98144PCCAPACITY BUILDING SUPPORT$57,907
CENTER FOR EMPOWERING REFUGEES & IMMIGRANTS
554 GRAND AVEOAKLANDCA94610PCORGANIZATION SPONSORSHIP$500
CENTER FOR EMPOWERING REFUGEES & IMMIGRANTS
554 GRAND AVEOAKLANDCA94610PCCAPACITY BUILDING SUPPORT$167,917
CENTER FOR HUMAN DEVELOPMENT
901 SUNVALLEY BLVD SUITE 220CONCORDCA94520PCORGANIZATION SPONSORSHIP$500
CENTER FOR HUMAN DEVELOPMENT
901 SUNVALLEY BLVD SUITE 220CONCORDCA94520PCCAPACITY BUILDING SUPPORT$102,453
CHICANA LATINA FOUNDATION
1419 BURLINGAME AVE SUITE W2BURLINGAMECA94010PCGALA SPONSORSHIP$103
CHOOSE 180
1416 SW 151ST STBURIENWA98166PCEVENT SPONSORSHIP$500
CHOOSE 180
1416 SW 151ST STBURIENWA98166PCCAPACITY BUILDING SUPPORT$75,000
COALITION ON HOMELESSNESS
280 TURK STSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$89,063
COALITION ON HOMELESSNESS
280 TURK STSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$23,803
COALITION ON HOMELESSNESS
280 TURK STSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$8,372
COALITION ON HOMELESSNESS
280 TURK STSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$36,000
COALITION ON HOMELESSNESS
280 TURK STSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$248,161
COALITION ON HOMELESSNESS
280 TURK STSAN FRANCISCOCA94102PCEVENT SPONSORSHIP$527
COMMUNITY PASSAGEWAYS
PO BOX 28685SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$167,024
CONGOLESE INTEGRATION NETWORK
19550 INTERNATIONAL BLVD SUITE 103SEATACWA98188PCORGANIZATION SPONSORSHIP$500
CONGOLESE INTEGRATION NETWORK
19550 INTERNATIONAL BLVD SUITE 103SEATACWA98188PCEVENT SPONSORSHIP$29
CONGOLESE INTEGRATION NETWORK
19550 INTERNATIONAL BLVD SUITE 103SEATACWA98188PCCAPACITY BUILDING SUPPORT$78,124
CONGOLESE INTEGRATION NETWORK
19550 INTERNATIONAL BLVD SUITE 103SEATACWA98188PCCAPACITY BUILDING SUPPORT$88,542
COYOTE CENTRAL
2300 E CHERRY STSEATTLEWA98122PCGALA SPONSORSHIP$300
DECOLONIZING WEALTH PROJECT
4126 THIRD STREETDETROITMI48201PCPHILANTHROPIC PARTNERSHIPS GRANT$500,000
DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO REAL SUITE 155MENLO PARKCA94025PCPHILANTHROPIC PARTNERSHIPS GRANT$200,000
EAST AFRICAN COMMUNITY SERVICES
7050 32ND AVE SSEATTLEWA98118PCEVENT SPONSORSHIP$500
EAST AFRICAN COMMUNITY SERVICES
7050 32ND AVE SSEATTLEWA98118PCCAPACITY BUILDING SUPPORT$24,533
EAST AFRICAN COMMUNITY SERVICES
7050 32ND AVE SSEATTLEWA98118PCCAPACITY BUILDING SUPPORT$170,000
EAST BAY COMMUNITY FOUNDATION
200 FRANK H OGAWA PLAZAOAKLANDCA94612PCCAPACITY BUILDING SUPPORT$100,000
EAST OAKLAND BOXING ASSOCIATION
PO BOX 6711OAKLANDCA94603PCCAPACITY BUILDING SUPPORT$6,092
EASTSIDE ARTS ALLIANCE
PO BOX 17008OAKLANDCA94601PCORGANIZATION SPONSORSHIP$500
EASTSIDE ARTS ALLIANCE
PO BOX 17008OAKLANDCA94601PCCAPACITY BUILDING SUPPORT$166,309
EDEN YOUTH & FAMILY CENTER
680 W TENNYSON RDHAYWARDCA94544PCORGANIZATION SPONSORSHIP$500
EDEN YOUTH & FAMILY CENTER
680 W TENNYSON RDHAYWARDCA94544PCCAPACITY BUILDING SUPPORT$46,080
EDEN YOUTH & FAMILY CENTER
680 W TENNYSON RDHAYWARDCA94544PCCAPACITY BUILDING SUPPORT$29,500
EDEN YOUTH & FAMILY CENTER
680 W TENNYSON RDHAYWARDCA94544PCCAPACITY BUILDING SUPPORT$67,600
EDEN YOUTH & FAMILY CENTER
680 W TENNYSON RDHAYWARDCA94544PCCAPACITY BUILDING SUPPORT$31,669
EDEN YOUTH & FAMILY CENTER
680 W TENNYSON RDHAYWARDCA94544PCCAPACITY BUILDING SUPPORT$68,865
EDEN YOUTH & FAMILY CENTER
680 W TENNYSON RDHAYWARDCA94544PCCAPACITY BUILDING SUPPORT$26,807
EMERGENCY FEEDING PROGRAM
851 HOUSER WAY N SUITE ARENTONWA98057PCEVENT SPONSORSHIP$518
EMERGENCY FEEDING PROGRAM
851 HOUSER WAY N SUITE ARENTONWA98057PCCAPACITY BUILDING SUPPORT$133,000
EMERGENCY FEEDING PROGRAM
851 HOUSER WAY N SUITE ARENTONWA98057PCCAPACITY BUILDING SUPPORT$25,381
FAMILY RESOURCE NAVIGATORS
101 CALLAN AVE SUITE 200SAN LEANDROCA94577PCORGANIZATION SPONSORSHIP$500
FAMILY RESOURCE NAVIGATORS
101 CALLAN AVE SUITE 200SAN LEANDROCA94577PCCAPACITY BUILDING SUPPORT$93,100
FAMILY RESOURCE NAVIGATORS
101 CALLAN AVE SUITE 200SAN LEANDROCA94577PCCAPACITY BUILDING SUPPORT$57,060
FAMILY RESOURCE NAVIGATORS
101 CALLAN AVE SUITE 200SAN LEANDROCA94577PCCAPACITY BUILDING SUPPORT$137,310
FEEST
605 SW 108TH STSEATTLEWA98146PCORGANIZATION SPONSORSHIP$500
FEEST
605 SW 108TH STSEATTLEWA98146PCCAPACITY BUILDING SUPPORT$230,000
FEEST
605 SW 108TH STSEATTLEWA98146PCCAPACITY BUILDING SUPPORT$14,169
FIRST GRADUATE
2973 16TH ST SUITE 400SAN FRANCISCOCA94103PCCAPACITY BUILDING SUPPORT$15,066
FIRST GRADUATE
2973 16TH ST SUITE 400SAN FRANCISCOCA94103PCCAPACITY BUILDING SUPPORT$2,500
FOOD RUNNERS
2579 WASHINGTON STSAN FRANCISCOCA941151818PCORGANIZATION SPONSORSHIP$500
FOOD RUNNERS
2579 WASHINGTON STSAN FRANCISCOCA941151818PCCAPACITY BUILDING SUPPORT$52,000
FOOD RUNNERS
2579 WASHINGTON STSAN FRANCISCOCA941151818PCCAPACITY BUILDING SUPPORT$44,804
FOOD RUNNERS
2579 WASHINGTON STSAN FRANCISCOCA941151818PCCAPACITY BUILDING SUPPORT$101,550
FOOD RUNNERS
2579 WASHINGTON STSAN FRANCISCOCA941151818PCCAPACITY BUILDING SUPPORT$40,000
FOOD RUNNERS
2579 WASHINGTON STSAN FRANCISCOCA941151818PCCAPACITY BUILDING SUPPORT$22,406
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PCCAPACITY BUILDING SUPPORT$19,000
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PCCAPACITY BUILDING SUPPORT$7,032
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PCCAPACITY BUILDING SUPPORT$50,000
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PCCAPACITY BUILDING SUPPORT$28,416
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PCCAPACITY BUILDING SUPPORT$28,400
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PCCAPACITY BUILDING SUPPORT$7,500
FRIENDS OF THE CHILDREN TACOMA
7302 S PARK AVETACOMAWA98408PCEVENT SPONSORSHIP$500
GAY CITY HEALTH PROJECT DBA SEATTLE'S LGBTQ CENTER
400 E PINE STREET SUITE 100SEATTLEWA98122PCEVENT SPONSORSHIP$155
GLOVER EMPOWERMENTORING PROGRAM (GEM)
PO BOX 6471KENTWA98064PCCAPACITY BUILDING SUPPORT$150,000
GLOVER EMPOWERMENTORING PROGRAM (GEM)
PO BOX 6471KENTWA98064PCCAPACITY BUILDING SUPPORT$24,500
GLOVER EMPOWERMENTORING PROGRAM (GEM)
PO BOX 6471KENTWA98064PCCAPACITY BUILDING SUPPORT$14,000
GOT GREEN
PO BOX 18794SEATTLEWA98118PCORGANIZATION SPONSORSHIP$500
GOT GREEN
PO BOX 18794SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$166,667
HOMELESS CHILDREN'S NETWORK
3450 3RD STREET UNIT 1CSAN FRANCISCOCA94124PCCAPACITY BUILDING SUPPORT$180,700
HOMELESS CHILDREN'S NETWORK
3450 3RD STREET UNIT 1CSAN FRANCISCOCA94124PCCAPACITY BUILDING SUPPORT$37,833
HOMELESS CHILDREN'S NETWORK
3450 3RD STREET UNIT 1CSAN FRANCISCOCA94124PCORGANIZATION SPONSORSHIP$500
INTERCULTURAL CHILDREN & FAMILY SERVICES
15 S GRADY WAY SUITE 434RENTONWA98057PCCAPACITY BUILDING SUPPORT$138,817
INTERCULTURAL CHILDREN & FAMILY SERVICES
15 S GRADY WAY SUITE 434RENTONWA98057PCCAPACITY BUILDING SUPPORT$49,468
INTERCULTURAL CHILDREN & FAMILY SERVICES
15 S GRADY WAY SUITE 434RENTONWA98057PCORGANIZATION SPONSORSHIP$500
KOREAN COMMUNITY CENTER OF THE EAST BAY
97 CALLAN AVENUESAN LEANDROCA94705PCORGANIZATION SPONSORSHIP$525
LA COCINA
2948 FOLSOM STREETSAN FRANCISCOCA94110PCCAPACITY BUILDING SUPPORT$15,067
LA LIGA DE CIUDADES
1607 AVE PONCE DE LEON STE GM6 PMBSAN JUANPR00909PCCAPACITY BUILDING SUPPORT$450,000600
MINDFUL LIFE PROJECT
1001 CANAL BLVDSUITE A-0RICHMONDCA94804PCCAPACITY BUILDING SUPPORT$170,201
MISSION AFRICA
33309 1ST WAY S SUITE A100FEDERAL WAYWA98003PCORGANIZATION SPONSORSHIP$100
MISSSEY INC
424 JEFFERSON STREETOAKLANDCA94607PCCAPACITY BUILDING SUPPORT$6,092
MSK SOLUTIONS DBA MILE HIGH
444 GEORGIA STREETVALLEJOCA94590PCCAPACITY BUILDING SUPPORT$10,471
MSK SOLUTIONS DBA MILE HIGH
444 GEORGIA STREETVALLEJOCA94590PCCAPACITY BUILDING SUPPORT$20,000
MSK SOLUTIONS DBA MILE HIGH
444 GEORGIA STREETVALLEJOCA94590PCCAPACITY BUILDING SUPPORT$11,494
MSK SOLUTIONS DBA MILE HIGH
444 GEORGIA STREETVALLEJOCA94590PCCAPACITY BUILDING SUPPORT$15,299
NAAM (NORTHWEST AFRICAN AMERICAN MUSEUM)
2300 S MASSACHUSETTS STREETSEATTLEWA98144PCORGANIZATION SPONSORSHIP$500
NAAM (NORTHWEST AFRICAN AMERICAN MUSEUM)
2300 S MASSACHUSETTS STREETSEATTLEWA98144PCCAPACITY BUILDING SUPPORT$150,000
NAAM (NORTHWEST AFRICAN AMERICAN MUSEUM)
2300 S MASSACHUSETTS STREETSEATTLEWA98144PCCAPACITY BUILDING SUPPORT$155,000
NAAM (NORTHWEST AFRICAN AMERICAN MUSEUM)
2300 S MASSACHUSETTS STREETSEATTLEWA98144PCCAPACITY BUILDING SUPPORT$20,000
NATIVE AMERICAN HEALTH CENTER
3124 INTERNATIONAL BLVDOAKLANDCA94601PCORGANIZATION SPONSORSHIP$1,000
NATIVE AMERICANS IN PHILANTHROPY
1000 N ALAMEDA STREET SUITE 116LOS ANGELESCA90012PCCAPACITY BUILDING SUPPORT$1,500,000
NEIGHBORHOOD CLINIC
1323 S YAKIMA AVETACOMAWA98405PCORGANIZATION SPONSORSHIP$500
NEIGHBORHOOD CLINIC
1323 S YAKIMA AVETACOMAWA98405PCCAPACITY BUILDING SUPPORT$112,423
NEIGHBORHOOD CLINIC
1323 S YAKIMA AVETACOMAWA98405PCCAPACITY BUILDING SUPPORT$9,000
NEIGHBORHOOD CLINIC
1323 S YAKIMA AVETACOMAWA98405PCCAPACITY BUILDING SUPPORT$16,013
NIAD ART CENTER
551 23RD STEETRICHMONDCA94804PCEVENT SPONSORSHIP$500
NIAD ART CENTER
551 23RD STREETRICHMONDCA94804PCCAPACITY BUILDING SUPPORT$14,000
NIAD ART CENTER
551 23RD STREETRICHMONDCA94804PCCAPACITY BUILDING SUPPORT$131,050
NIAD ART CENTER
551 23RD STREETRICHMONDCA94804PCCAPACITY BUILDING SUPPORT$5,589
NIAD ART CENTER
551 23RD STREETRICHMONDCA94804PCCAPACITY BUILDING SUPPORT$30,191
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCORGANIZATION SPONSORSHIP$500
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCCAPACITY BUILDING SUPPORT$58,788
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCCAPACITY BUILDING SUPPORT$14,000
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCCAPACITY BUILDING SUPPORT$36,180
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCCAPACITY BUILDING SUPPORT$14,589
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCCAPACITY BUILDING SUPPORT$5,000
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCCAPACITY BUILDING SUPPORT$20,000
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCCAPACITY BUILDING SUPPORT$5,000
NORTH BAY HOUSING COALITION
333 SUNSET AVENUE SUITE 120SUISUN CITYCA94585PCCAPACITY BUILDING SUPPORT$150,000
OLD SKOOL CAFE
1429 MENDELL STREETSAN FRANCISCOCA94124PCCAPACITY BUILDING SUPPORT$150,000
OLD SKOOL CAFE
1429 MENDELL STREETSAN FRANCISCOCA94124PCCAPACITY BUILDING SUPPORT$33,884
OLD SKOOL CAFE
1429 MENDELL STREETSAN FRANCISCOCA94124PCORGANIZATION SPONSORSHIP$500
OPEN DOOR LEGAL
60 OCEAN AVESAN FRANCISCOCA94112PCCAPACITY BUILDING SUPPORT$93,833
OPEN DOOR LEGAL
60 OCEAN AVESAN FRANCISCOCA94112PCORGANIZATION SPONSORSHIP$500
OPPORTUNITY JUNCTION
3102 DELTA FAIR BLVDANTIOCHCA94509PCEVENT SPONSORSHIP$500
OPPORTUNITY JUNCTION
3102 DELTA FAIR BLVDANTIOCHCA94509PCCAPACITY BUILDING SUPPORT$78,306
OPPORTUNITY JUNCTION
3102 DELTA FAIR BLVDANTIOCHCA94509PCCAPACITY BUILDING SUPPORT$5,000
OPPORTUNITY JUNCTION
3102 DELTA FAIR BLVDANTIOCHCA94509PCCAPACITY BUILDING SUPPORT$8,000
OPPORTUNITY JUNCTION
3102 DELTA FAIR BLVDANTIOCHCA94509PCCAPACITY BUILDING SUPPORT$135,000
PARA LOS NINOS DE HIGHLINE
15220 6TH AVE SWBURIENWA98166PCCAPACITY BUILDING SUPPORT$17,500
PARA LOS NINOS DE HIGHLINE
15220 6TH AVE SWBURIENWA98166PCCAPACITY BUILDING SUPPORT$31,760
PARA LOS NINOS DE HIGHLINE
15220 6TH AVE SWBURIENWA98166PCCAPACITY BUILDING SUPPORT$40,000
PARA LOS NINOS DE HIGHLINE
15220 6TH AVE SWBURIENWA98166PCCAPACITY BUILDING SUPPORT$26,050
PARA LOS NINOS DE HIGHLINE
15220 6TH AVE SWBURIENWA98166PCCAPACITY BUILDING SUPPORT$37,607
PARA LOS NINOS DE HIGHLINE
15220 6TH AVE SWBURIENWA98166PCCAPACITY BUILDING SUPPORT$23,672
PARA LOS NINOS DE HIGHLINE
15220 6TH AVE SWBURIENWA98166PCEVENT SPONSORSHIP$521
PARTNER IN EMPLOYMENT
21400 INTERNATIONAL BLVD SUITE 302SEATACWA98188PCGALA SPONSORSHIP$500
PARTNER IN EMPLOYMENT
21400 INTERNATIONAL BLVD SUITE 302SEATACWA98188PCCAPACITY BUILDING SUPPORT$53,000
PARTNER IN EMPLOYMENT
21400 INTERNATIONAL BLVD SUITE 302SEATACWA98188PCCAPACITY BUILDING SUPPORT$110,000
PARTNER IN EMPLOYMENT
21400 INTERNATIONAL BLVD SUITE 302SEATACWA98188PCCAPACITY BUILDING SUPPORT$67,000
PAVE
PO BOX 65969TACOMAWA98464PCEVENT SPONSORSHIP$500
PAVE
PO BOX 65969TACOMAWA98464PCCAPACITY BUILDING SUPPORT$50,000
PLANTING JUSTICE
319 105TH AVEOAKLANDCA94603PCCAPACITY BUILDING SUPPORT$6,092
POGO PARK
2604 ROOSEVELT AVENUERICHMONDCA948041623PCCAPACITY BUILDING SUPPORT$169,333
RAINBOW CENTER
2215 PACIFIC AVETACOMAWA98402PCGALA SPONSORSHIP$660
RAINBOW CENTER
2215 PACIFIC AVETACOMAWA98402PCCAPACITY BUILDING SUPPORT$249,000
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCORGANIZATION SPONSORSHIP$500
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCCAPACITY BUILDING SUPPORT$1,007
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCCAPACITY BUILDING SUPPORT$13,260
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCCAPACITY BUILDING SUPPORT$8,936
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCCAPACITY BUILDING SUPPORT$8,340
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCCAPACITY BUILDING SUPPORT$12,396
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCCAPACITY BUILDING SUPPORT$650
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCCAPACITY BUILDING SUPPORT$1,759
RIO VISTA CARE INC
628 MONTEZUMA STRIO VISTACA94571PCCAPACITY BUILDING SUPPORT$11,939
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PC(RVC SEATTLE) ENGAGEMENT GRANT$10,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$77,253
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$22,746
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$100,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$71,860
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$81,300
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$18,700
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$100,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$100,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$70,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$30,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$100,000
RVC SEATTLE
3715 S HUDSON ST SUITE 103SEATTLEWA98118PCORGANIZATION SPONSORSHIP$200
SAFEFUTURES YOUTH CENTER
6337 35TH AVE SWSEATTLEWA98126PCORGANIZATION SPONSORSHIP$500
SAFEFUTURES YOUTH CENTER
6337 35TH AVE SWSEATTLEWA98126PCCAPACITY BUILDING SUPPORT$86,938
SAFEFUTURES YOUTH CENTER
6337 35TH AVE SWSEATTLEWA98126PCCAPACITY BUILDING SUPPORT$60,050
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$8,288
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$50,000
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$6,000
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$16,200
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$34,000
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$3,600
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$20,680
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$9,500
SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE
PO BOX 571VACAVILLECA95696PCCAPACITY BUILDING SUPPORT$44,000
SOMALI HEALTH BOARD
525 ANDOVER PARK W SUITE 105TUKWILAWA98168PCORGANIZATION SPONSORSHIP$500
SOMALI HEALTH BOARD
525 ANDOVER PARK W SUITE 105TUKWILAWA98168PCCAPACITY BUILDING SUPPORT$130,000
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405PCGALA SPONSORSHIP$500
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405PCCAPACITY BUILDING SUPPORT$10,000
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405PCCAPACITY BUILDING SUPPORT$36,500
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405PCCAPACITY BUILDING SUPPORT$25,000
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405PCCAPACITY BUILDING SUPPORT$13,500
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405PCCAPACITY BUILDING SUPPORT$69,234
SOUND OUTREACH
1106 MARTIN LUTHER KING JR WAYTACOMAWA98405PCCAPACITY BUILDING SUPPORT$40,000
SOUTHEAST SEATTLE EDUCATION COALITION
3829B SOUTH EDMUNDS ST BOX 9SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$2,500
SOUTHEAST SEATTLE EDUCATION COALITION
3829B SOUTH EDMUNDS ST BOX 9SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$42,111
SOUTHEAST SEATTLE EDUCATION COALITION
3829B SOUTH EDMUNDS ST BOX 9SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$71,688
SOUTHEAST SEATTLE EDUCATION COALITION
3829B SOUTH EDMUNDS ST BOX 9SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$61,709
STREET LEVEL HEALTH PROJECT
3125 E 15TH STREETOAKLANDCA94601PCCAPACITY BUILDING SUPPORT$166,704
STREET LEVEL HEALTH PROJECT
3125 E 15TH STREETOAKLANDCA94601PCORGANIZATION SPONSORSHIP$500
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCEVENT SPONSORSHIP$1,500
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$12,000
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$28,000
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$8,000
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$20,000
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$77,000
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$12,000
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$2,000
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$15,480
SUSTAINABLE SOLANO INC
PO BOX 1215BENICIACA94510PCCAPACITY BUILDING SUPPORT$5,000
TACID
6315 S 19TH STREETTACOMAWA98466PCEVENT SPONSORSHIP$500
TACID
6315 S 19TH STREETTACOMAWA98466PCCAPACITY BUILDING SUPPORT$4,026
TACID
6315 S 19TH STREETTACOMAWA98466PCCAPACITY BUILDING SUPPORT$57,000
TACID
6315 S 19TH STREETTACOMAWA98466PCCAPACITY BUILDING SUPPORT$75,000
TACID
6315 S 19TH STREETTACOMAWA98466PCCAPACITY BUILDING SUPPORT$1,530
TACID
6315 S 19TH STREETTACOMAWA98466PCCAPACITY BUILDING SUPPORT$2,250
TACID
6315 S 19TH STREETTACOMAWA98466PCCAPACITY BUILDING SUPPORT$8,500
TECHNOLOGY ACCESS FOUNDATION
605 SW 108TH STSEATTLEWA98146PCEVENT SPONSORSHIP$909
TENDERLOIN MUSEUM (UPTOWN TENDERLOIN)
398 EDDY STREETSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$71,554
TENDERLOIN MUSEUM (UPTOWN TENDERLOIN)
398 EDDY STREETSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$2,500
TENDERLOIN MUSEUM (UPTOWN TENDERLOIN)
398 EDDY STREETSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$82,255
TENDERLOIN MUSEUM (UPTOWN TENDERLOIN)
398 EDDY STREETSAN FRANCISCOCA94102PCCAPACITY BUILDING SUPPORT$169
TENDERLOIN MUSEUM (UPTOWN TENDERLOIN)
398 EDDY STREETSAN FRANCISCOCA94102PCORGANIZATION SPONSORSHIP$500
THE LATINA CENTER
3701 BARRETT AVENUERICHMONDCA94805PCCAPACITY BUILDING SUPPORT$2,500
THE LATINA CENTER
3701 BARRETT AVENUERICHMONDCA94805PCCAPACITY BUILDING SUPPORT$65,455
THE LATINA CENTER
3701 BARRETT AVENUERICHMONDCA94805PCCAPACITY BUILDING SUPPORT$55,545
THE LATINA CENTER
3701 BARRETT AVENUERICHMONDCA94805PCCAPACITY BUILDING SUPPORT$52,800
UKRANIAN COMMUNITY CENTER OF WA
17701 108TH AVE SE SUITE 336RENTONWA98055PCGALA SPONSORSHIP$500
UKRANIAN COMMUNITY CENTER OF WA
17701 108TH AVE SE SUITE 336RENTONWA98055PCCAPACITY BUILDING SUPPORT$50,000
UKRANIAN COMMUNITY CENTER OF WA
17701 108TH AVE SE SUITE 336RENTONWA98055PCCAPACITY BUILDING SUPPORT$110,000
URBAN TILTH
323 BROOKSIDE DRIVERICHMONDCA94801PCCAPACITY BUILDING SUPPORT$63,250
URBAN TILTH
323 BROOKSIDE DRIVERICHMONDCA94801PCORGANIZATION SPONSORSHIP$500
URBAN TILTH
324 BROOKSIDE DRIVERICHMONDCA94801PCCAPACITY BUILDING SUPPORT$157,778
URBAN TILTH
325 BROOKSIDE DRIVERICHMONDCA94801PCCAPACITY BUILDING SUPPORT$9,300
UTOPIA
841 CENTRAL AVE N SUITE C-106KENTWA98032PCEVENT SPONSORSHIP$500
UTOPIA
841 CENTRAL AVE N SUITE C-106KENTWA98032PCCAPACITY BUILDING SUPPORT$161,500
UTOPIA
841 CENTRAL AVE N SUITE C-106KENTWA98032PCCAPACITY BUILDING SUPPORT$26,000
VENTURES
2100 24TH AVE S SUITE 380SEATTLEWA98144PCORGANIZATION SPONSORSHIP$500
VENTURES
2100 24TH AVE S SUITE 380SEATTLEWA98144PCCAPACITY BUILDING SUPPORT$166,667
VILLAGE COMMUNITY RESOURCE CENTER
633 VILLAGE DRIVEBRENTWOODCA94513PCGALA SPONSORSHIP$500
VILLAGE COMMUNITY RESOURCE CENTER
633 VILLAGE DRIVEBRENTWOODCA94513PCCAPACITY BUILDING SUPPORT$52,000
VILLAGE COMMUNITY RESOURCE CENTER
633 VILLAGE DRIVEBRENTWOODCA94513PCCAPACITY BUILDING SUPPORT$72,000
VILLAGE COMMUNITY RESOURCE CENTER
633 VILLAGE DRIVEBRENTWOODCA94513PCCAPACITY BUILDING SUPPORT$124,942
WHITE CENTER COMMUNITY DEVELOPMENT ASSN
605 SW 108TH STREETSEATTLEWA98146PCCAPACITY BUILDING SUPPORT$29,472
WHITE CENTER COMMUNITY DEVELOPMENT ASSN
605 SW 108TH STREETSEATTLEWA98146PCCAPACITY BUILDING SUPPORT$31,000
WHITE CENTER COMMUNITY DEVELOPMENT ASSN
605 SW 108TH STREETSEATTLEWA98146PCCAPACITY BUILDING SUPPORT$30,000
WHITE CENTER COMMUNITY DEVELOPMENT ASSN
605 SW 108TH STREETSEATTLEWA98146PCCAPACITY BUILDING SUPPORT$16,686
WHITE CENTER COMMUNITY DEVELOPMENT ASSN
605 SW 108TH STREETSEATTLEWA98146PCCAPACITY BUILDING SUPPORT$8,510
WHITE CENTER COMMUNITY DEVELOPMENT ASSN
605 SW 108TH STREETSEATTLEWA98146PCCAPACITY BUILDING SUPPORT$50,999
YES NATURE TO NEIGHBORHOODS
3029 MACDONALD AVERICHMONDCA94804PCEVENT SPONSORSHIP$500
YES NATURE TO NEIGHBORHOODS
3029 MACDONALD AVERICHMONDCA94804PCCAPACITY BUILDING SUPPORT$59,656
YES NATURE TO NEIGHBORHOODS
3029 MACDONALD AVERICHMONDCA94804PCCAPACITY BUILDING SUPPORT$9,577
YES NATURE TO NEIGHBORHOODS
3029 MACDONALD AVERICHMONDCA94804PCCAPACITY BUILDING SUPPORT$99,560
YOUNG WOMEN EMPOWERED (Y-WE)
5623 RAINIER AVE SSEATTLEWA98118PCORGANIZATION SPONSORSHIP$500
YOUNG WOMEN EMPOWERED (Y-WE)
5623 RAINIER AVE SSEATTLEWA98118PCCAPACITY BUILDING SUPPORT$168,667
ZENO
3815 S OTHELLO ST SUITE 100 PMB 359SEATTLEWA98118PCGALA SPONSORSHIP$500
ZENO
3815 S OTHELLO ST SUITE 100 PMB 359SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$2,500
ZENO
3815 S OTHELLO ST SUITE 100 PMB 359SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$52,300
ZENO
3815 S OTHELLO ST SUITE 100 PMB 359SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$30,000
ZENO
3815 S OTHELLO ST SUITE 100 PMB 359SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$58,700
ZENO
3815 S OTHELLO ST SUITE 100 PMB 359SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$10,000
ZENO
3815 S OTHELLO ST SUITE 100 PMB 359SEATTLEWA98118PCCAPACITY BUILDING SUPPORT$19,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,925,488TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Related Or Exempt Function Incm$500RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,598,759ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,283,180ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,850,166ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
CREDIT CARD REBATE$19,014
SALE OF CHARITABLE USE ASSET$3,090

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,732,105ExclusionAmt
Related Or Exempt Function Incm$22,604RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,754,709TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1AGRANTS RETURNED FROM PRIOR YEAR
11ARECOVERY OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
11BRECOVERY OF PRIOR YEAR QUALIFYING DISTRIBUTIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1KEN BIRDWELLBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 21448AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98111ZIPCd
FieldValueIRS element (for citing)
Total Contributions$60,560,187TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIESNoncashPropertyDesc
Fair Market Value$40,560,187FairMarketValueAmt
Received2024-10-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$56,471Amt
Net Investment Income$12,204NetInvestmentIncomeAmt
Disbursements Charitable Prps$45,301DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART VIII-A, LINE 1FormAndLineReferenceDesc
Medium ExplanationOPERATING 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 (132 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1833877.472 SHS BAIRD SHORT-TERM BOND FUND$17,348,481$17,348,481
1309345.111 SHS BAIRD ULTRA-SHORT BOND FUND$13,224,386$13,224,386
726629.798 SHS MUZINICH CREDIT OPPORTUNITY FUND$7,055,575$7,055,575
505101.268 SHS NUVEEN CORE IMPACT BOND FUND$4,470,146$4,470,146
170000 SHS THE TORONTO-DOM 1.45% DUE 01/10/25$169,877$169,877
150000 SHS WELLS FARGO & CO. 3% DUE 02/19/25$149,659$149,659
150000 SHS MITSUBISHI UFJ 3.777% DUE 03/02/25$149,474$149,474
100000 SHS WESTROCK CO 3.75% DUE 03/15/25$99,680$99,680
60000 SHS AMGEN INC. 3.125% DUE 05/01/25$59,698$59,698
90000 SHS CVS HEALTH CORP 3.875% DUE 07/20/25$89,329$89,329
150000 SHS AMERICAN EXPRESS 3.95% DUE 08/01/25$149,433$149,433
120000 SHS BANK OF AMERICA 3.875% DUE 08/01/25$119,431$119,431
150000 SHS STARBUCKS CORP 3.8% DUE 08/15/2025$149,164$149,164
120000 SHS TRUIST BANK 4.05% DUE 11/03/25$119,435$119,435
130000 SHS GENERAL MOTORS F 1.25% DUE 01/08/26$125,240$125,240
110000 SHS ROYAL BANK OF CANADA 4.875% DUE 01/12/26$110,274$110,274
120000 SHS MORGAN STANLEY 3.875% DUE 01/27/26$119,103$119,103
120000 SHS T-MOBILE USA 2.25% DUE 02/15/26$116,594$116,594
120000 SHS AMERICAN TOWER CO 1.6% DUE 04/15/26$115,056$115,056
120000 SHS THE TORONTO-DOM 1.2% DUE 06/03/26$114,304$114,304
120000 SHS BANK OF MONTREAL 5.3% DUE 06/05/26$121,050$121,050
120000 SHS HCA INC. 5.25% DUE 06/15/26$120,015$120,015
130000 SHS U.S. BANCORP 2.375% DUE 07/22/26$125,749$125,749
120000 SHS CITIGROUP INC. 3.2% DUE 10/21/26$116,403$116,403
120000 SHS THE GOLDMAN SACHS 3.5% DUE 11/16/26$117,314$117,314
275000 SHS COX COMMUNICATION 3.35% DUE 09/15/26$268,463$268,463
250000 SHS CITIGROUP INC. VAR DUE 01/28/27$240,052$240,052
215000 SHS BANK OF MONTREAL 2.65% DUE 03/08/27$206,258$206,258
185000 SHS TRANSURBAN FINANCE 3.375% DUE 03/22/27$178,634$178,634
90000 SHS BMW US CAPITAL, 3.45% DUE 04/01/27$87,619$87,619
150000 SHS AERCAP IRELAND 6.45% DUE 04/15/27$154,164$154,164
215000 SHS NXP B.V. 3.15% DUE 05/01/27$206,604$206,604
155000 SHS AT&T INC. 2.3% DUE 06/01/27$146,246$146,246
240000 SHS CNH INDUSTRIAL CA 4.5% DUE 10/08/27$237,793$237,793
195000 SHS WEC ENERGY GROUP 1.375% DUE 10/15/27$177,997$177,997
140000 SHS AIR LEASE CORP 5.85% DUE 12/15/27$143,493$143,493
205000 SHS MORGAN STANLEY VAR DUE 04/20/28$201,924$201,924
250000 SHS NTNL SECURITIES CLE 5.0% DUE 05/30/28$250,560$250,560
115000 SHS RYDER SYSTEM, INC 5.25% DUE 06/01/28$116,043$116,043
165000 SHS HEALTHPEAK PROP 2.125% DUE 12/01/28$147,949$147,949
305000 SHS BANK OF AMERICA C VAR DUE 12/20/28$292,361$292,361
90000 SHS AMAZON.COM, INC. 3.45% DUE 04/13/29$86,247$86,247
80000 SHS THE KROGER CO. 7.7% DUE 06/01/29$87,930$87,930
140000 SHS GENPACT LUXEMBOURG 6.0% DUE 06/04/29$142,975$142,975
120000 SHS KKR GROUP FIN CO 3.75% DUE 07/01/29$113,457$113,457
300000 SHS JPMORGAN CHASE & CO VAR DUE 07/23/29$290,729$290,729
150000 SHS SONOCO PRODUCTS CO 4.6% DUE 09/01/29$146,116$146,116
295000 SHS DELTA AIR LINES, INC 2.0% DUE 12/10/29$198,971$198,971
200000 SHS ING GROEP N.V. 5.335% DUE 03/19/30$200,544$200,544
90000 SHS LOWE'S COMPANIES 4.5% DUE 04/15/30$88,281$88,281
190000 SHS AMERICAN WATER CA 2.8% DUE 05/01/30$170,351$170,351
200000 SHS FERGUSON FIN PL 3.25% DUE 06/02/30$181,789$181,789
100000 SHS CITIGROUP INC. VAR DUE 01/29/31$88,442$88,442
170000 SHS ELEVANCE HEALTH, 2.55% DUE 03/15/31$145,475$145,475
170000 SHS GLOBAL ATLANTIC 3.125% DUE 06/15/31$145,659$145,659
95000 SHS ALEXANDRIA REAL 3.375% DUE 08/15/31$85,539$85,539
140000 SHS DUKE ENERGY PROGRESS 2.0% DUE 08/15/31$116,342$116,342
500000 SHS CVS HEALTH CORP 7.507% DUE 01/10/32$292,363$292,363
100000 SHS APTIV PLC 3.25% DUE 03/01/32$86,259$86,259
160000 SHS EXELON CORP 3.35% DUE 03/15/32$142,168$142,168
150000 SHS PALMER SQUARE 6.1608% DUE 10/15/32$150,150$150,150
145000 SHS NEXTERA ENERGY, INC. 5.1% DUE 04/01/33$144,603$144,603
85000 SHS CUMMINS INC. 5.15% DUE 02/20/34$85,178$85,178
200000 SHS ASHTEAD CAPITAL INC. 5.8% DUE 04/15/34$199,637$199,637
85000 SHS VERISK ANALYTICS 5.25% DUE 06/05/34$83,950$83,950
100000 SHS THE PNC FINL SERV VAR DUE 10/20/34$108,859$108,859
165000 SHS MACQUARIE GROUP 6.255% DUE 12/07/34$172,757$172,757
115000 SHS TRUIST FINL CORP VAR DUE 01/24/35$116,486$116,486
100000 SHS ELMWOOD CLO I 6.802% DUE 04/20/37$100,425$100,425
228000 SHS TACO BELL FUNDING 1.946% DUE 08/25/51$209,987$209,987
97000 SHS SBA COMMUNICATION 1.84% DUE 10/15/51$89,546$89,546
951000 SHS FHLMC G15741 3.0% DUE 02/01/31$121,770$121,770
500000 SHS FHLMC SB8031 2.5% DUE 02/01/35$104,705$104,705
129000 SHS FHLMC SB1325 2.5% DUE 10/01/35$116,933$116,933
205000 SHS FHLMC SB1091 2.5% DUE 04/01/36$157,615$157,615
1300000 SHS FHLMC G67701 3.0% DUE 10/01/46$337,968$337,968
875000 SHS FHLMC ZT1382 3.5% DUE 06/01/48$230,203$230,203
1164000 SHS FHLMC ZT1858 4.5% DUE 04/01/49$200,372$200,372
250000 SHS FHLMC SD3575 3.0% DUE 01/01/50$193,889$193,889
1600000 SHS FHLMC SD0296 4.0% DUE 03/01/50$337,010$337,010
505000 SHS FHLMC RA3882 2.0% DUE 11/01/50$286,935$286,935
615000 SHS FHLMC SD7540 2.5% DUE 05/01/51$368,311$368,311
608000 SHS FHLMC SD7544 3.0% DUE 07/01/51$368,449$368,449
660000 SHS FHLMC SD7548 2.5% DUE 11/01/51$425,110$425,110
560000 SHS FHLMC SD7552 2.5% DUE 01/01/52$370,327$370,327
470000 SHS FHLMC SD5250 2.5% DUE 04/01/52$367,055$367,055
229000 SHS FHLMC RA8731 5.0% DUE 04/01/53$197,758$197,758
186000 SHS FHLMC SD3283 5.0% DUE 05/01/53$157,023$157,023
200000 SHS FHLMC SD5459 5.5% DUE 04/01/54$180,453$180,453
200000 SHS FHLMC SD5624 5.5% DUE 06/01/54$183,221$183,221
540000 SHS FNMA PL FM3522 3.0% DUE 02/01/35$164,258$164,258
187000 SHS FNMA PL FS4367 3.5% DUE 05/01/37$129,530$129,530
272000 SHS FNMA PL FS8158 2.5% DUE 07/01/37$223,735$223,735
272000 SHS FNMA PL FS8159 2.5% DUE 07/01/37$227,984$227,984
600000 SHS FNMA PL FM2971 4.0% DUE 08/01/45$201,228$201,228
200000 SHS FNMA PL FS8748 5.0% DUE 11/01/45$188,087$188,087
600000 SHS FNMA PL CA4626 4.0% DUE 11/01/49$203,434$203,434
156000 SHS FNMA PL FS6467 5.0% DUE 11/01/49$135,980$135,980
326000 SHS FNMA PL FM3268 3.5% DUE 03/01/50$83,154$83,154
212000 SHS FNMA PL FS9271 4.5% DUE 04/01/50$200,698$200,698
273000 SHS FNMA PL FS6000 4.5% DUE 05/01/50$230,911$230,911
580000 SHS FNMA PL FM4956 3.0% DUE 08/01/50$283,754$283,754
216000 SHS FNMA PL FS8821 4.5% DUE 10/01/50$199,273$199,273
395000 SHS FNMA PL FS5990 2.0% DUE 04/01/52$285,415$285,415
300000 SHS FNMA PL CB4105 5.0% DUE 07/01/52$234,791$234,791
400000 SHS FNMA PL FS2444 4.0% DUE 07/01/52$297,542$297,542
196000 SHS FNMA PL CB7336 5.5% DUE 10/01/53$173,359$173,359
126000 SHS FNMA PL FS8203 5.5% DUE 06/01/54$120,861$120,861
2564000 SHS GNMA PL MA5818M 4.5% DUE 03/20/49$204,702$204,702
550000 SHS GNMA PL MA7589M 2.5% DUE 09/20/51$341,038$341,038
300000 SHS WORLDOMNI AUTO 5.27% DUE 09/17/29$304,028$304,028
200000 SHS AVIS BUDGET RENT 5.36% DUE 06/20/30$202,728$202,728
179000 SHS FORD CREDIT AUTO 4.87% DUE 08/15/36$179,429$179,429
154000 SHS BX COMMERCIAL MTG TR DUE 02/15/39$150,315$150,315
292000 SHS BX COMMERCIAL DUE 03/15/41$265,275$265,275
148000 SHS WHEELS FLEET LEASE 4.8% DUE 09/19/39$147,991$147,991
113000 SHS TRICON RESIDENTIAL 4.75% DUE 06/20/40$111,441$111,441
151000 SHS TRICON RESIDENTIAL 5.0% DUE 12/19/40$147,668$147,668
155000 SHS GERMAN AMERICAN CAP 4.0% DUE 09/19/41$146,638$146,638
150000 SHS DB MASTER FIN LL 4.03% DUE 11/20/47$135,816$135,816
150000 SHS IMPAC CMB TR 3.764% DUE 07/10/48$148,996$148,996
64000 SHS DOMINO'S PIZZA 4.116% DUE 07/25/48$59,753$59,753
197000 SHS DOMINO'S PIZZA 3.668% DUE 10/25/49$175,496$175,496
200000 SHS WELLS FARGO COM 3.809% DUE 12/17/48$197,846$197,846
200000 SHS AMERICAN TOWER T 5.49% DUE 03/15/53$201,916$201,916
150000 SHS SUBWAY FUNDING 6.028% DUE 07/30/54$151,916$151,916
173000 SHS BENCHMARK 2021 2.2237% DUE 08/17/54$143,798$143,798
201000 SHS BENCHMARK 2024 5.92554% DUE 03/16/57$206,534$206,534
100000 SHS SEQUOIA MORTGAGE 5.5% DUE 11/25/54$92,700$92,700
214000 SHS BANK5 2023-5YR2 6.656% DUE 07/17/56$223,443$223,443
140000 SHS BANK 2024-BNK48 5.053% DUE 10/17/57$137,547$137,547
182000 SHS BANK 2018-BNK14 DUE 09/17/60$176,897$176,897

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (107 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
223 SHS 3M CO$28,787$28,787
521 SHS ABBVIE INC$92,582$92,582
57 SHS ADOBE INC$25,347$25,347
1124 SHS ALPHABET INC (CLASS A)$212,773$212,773
555 SHS ALPHABET INC (CLASS C)$105,694$105,694
1120 SHS AMAZON$245,717$245,717
1512 SHS AMERICAN AIRLINES GROUP INC$26,354$26,354
111 SHS AMERICAN EXPRESS COMPANY$32,944$32,944
146 SHS AMERICAN WATER WORKS$18,176$18,176
110 SHS AMERIPRISE FINANCIAL INC$58,567$58,567
198 SHS AMGEN INC$51,607$51,607
124 SHS ANALOG DEVICES INC$26,345$26,345
1883 SHS APPLE INC$471,541$471,541
243 SHS ARCH CAPITAL GROUP LTD$22,441$22,441
86 SHS AUTOMATIC DATA PROCESSING INC$25,175$25,175
347 SHS BAKER HUGHES COMPANY (CLASS A)$14,234$14,234
2669 SHS BANK OF AMERICA CORPORATION$117,303$117,303
94 SHS BECTON DICKINSON & CO$21,326$21,326
321 SHS BLACKSTONE INC$55,347$55,347
572 SHS BOSTON SCIENTIFIC CORP$51,091$51,091
366 SHS BRISTOL-MYERS SQUIBB CO$20,701$20,701
156 SHS BROADCOM INC$36,167$36,167
266 SHS BROWN & BROWN INC$27,137$27,137
254 SHS BUILDERS FIRSTSOURCE INC$36,304$36,304
131 SHS CATERPILLAR INC$47,522$47,522
597 SHS CENTENE CORP$36,166$36,166
309 SHS CHEVRON CORPORATION$44,756$44,756
1209 SHS CITIGROUP INC$85,102$85,102
80 SHS CONSTELLATION BRANDS INC (CLASS A)$17,680$17,680
606 SHS CORTEVA INC$34,518$34,518
84 SHS COSTCO$76,967$76,967
84 SHS DEERE & CO$35,591$35,591
111 SHS DIAMONDBACK ENERGY INC$18,185$18,185
146 SHS DIGITAL REALTY REIT$25,890$25,890
122 SHS DISNEY$13,585$13,585
425 SHS DUPONT DE NEMOURS INC$32,406$32,406
71 SHS ELEVANCE HEALTH INC$26,192$26,192
28 SHS ELI LILLY & CO$21,616$21,616
165 SHS EXPEDIA GROUP INC$30,744$30,744
430 SHS EXXON MOBIL CORPORATION$46,255$46,255
312 SHS GE AEROSPACE$52,038$52,038
836 SHS GENERAL MOTORS CO$44,534$44,534
176 SHS GLOBAL PAYMENTS INC$19,723$19,723
73 SHS GOLDMAN SACHS GROUP INC$41,801$41,801
24 SHS GRAIL INC$428$428
510 SHS HASBRO INC$28,514$28,514
2136 SHS HOST HOTELS & RESORTS INC$37,423$37,423
135 SHS HUMANA INC$34,251$34,251
168 SHS ILLINOIS TOOL WKS INC$42,598$42,598
147 SHS ILLUMINA INC$19,644$19,644
387 SHS INCYTE GENOMICS INC$26,730$26,730
201 SHS IRON MOUNTAIN INC REIT$21,127$21,127
238 SHS JOHNSON & JOHNSON$34,420$34,420
299 SHS JPMORGAN CHASE & CO$71,673$71,673
298 SHS KKR & CO INC$44,077$44,077
610 SHS LAM RESEARCH CORPORATION$44,060$44,060
236 SHS LAUDER ESTEE COS INC (CLASS A)$17,695$17,695
794 SHS MATCH GROUP INC$25,972$25,972
74 SHS MCDONALD'S CORPORATION$21,452$21,452
165 SHS META PLATFORMS INC$96,609$96,609
721 SHS MICRON TECHNOLOGY INC$60,679$60,679
1041 SHS MICROSOFT CORP$438,782$438,782
715 SHS MOLSON COORS BEVERAGE COMPANY (CLASS B)$40,984$40,984
44 SHS MONOLITHIC POWER SYSTEM INC$26,035$26,035
232 SHS NEXTERA ENERGY INC$16,632$16,632
172 SHS NUCOR CORP$20,074$20,074
2434 SHS NVIDIA CORPORATION$326,862$326,862
101 SHS NXP SEMICONDUCTORS NV$20,993$20,993
263 SHS ORACLE CORPORATION$43,826$43,826
187 SHS PAYCHEX INC$26,221$26,221
260 SHS PAYPAL HOLDINGS INC$22,191$22,191
583 SHS PFIZER INCORPORATED$15,467$15,467
94 SHS PNC FINANCIAL SVCS GROUP INC$18,128$18,128
119 SHS PROLOGIS INC REIT$12,578$12,578
729 SHS PUBLIC SERVICE ENTERPRISE GROUP$61,593$61,593
914 SHS PULTE GROUP INC$99,535$99,535
199 SHS QORVO INC$13,916$13,916
17 SHS REGENERON PHARMACEUTICALS INC$12,110$12,110
80 SHS S & P GLOBAL INC$39,842$39,842
227 SHS SALESFORCE.COM$75,893$75,893
793 SHS SCHLUMBERGER LTD$30,404$30,404
55 SHS SOLVENTUM CORP$3,633$3,633
403 SHS T-MOBILE US INC$88,954$88,954
149 SHS TAKE- TWO INTERACTIVE SOFTWARE$27,428$27,428
401 SHS TAPESTRY INC$26,197$26,197
165 SHS TARGET CORP$22,305$22,305
198 SHS TESLA INC$79,960$79,960
183 SHS THE CIGNA GROUP$50,534$50,534
40 SHS THERMO FISHER SCIENTIFIC INC$20,809$20,809
372 SHS UBER TECHNOLOGIES INC$22,439$22,439
56 SHS VERTEX PHARMACEUTICALS INC$22,551$22,551
94 SHS VISA INC (CLASS A)$29,708$29,708
1128 SHS WALMART INC$101,915$101,915
115 SHS WASTE MANAGEMENT INC$23,206$23,206
241 SHS WEC ENERGY GROUP INC$22,664$22,664
10322 SHS ISHARES ESG AWARE MSCI EAFE ETF$785,913$785,913
6175 SHS ISHARES ESG AWARE MSCI EM ETF$206,183$206,183
2701 SHS ISHARES MSCI JPN ETF$181,237$181,237
2441 SHS ISHARES MSCI INDIA ETF$128,494$128,494
5953.6 SHS VIRTUS SMALL CAP CORE FUND I$339,058$339,058
79865 SHS ISHARES ESG AWARE MSCI EAFE ETF$6,080,921$6,080,921
136697 SHS ISHARES ESG AWARE MSCI USA ETF$17,609,308$17,609,308
43932 SHS ISHARES ESG AWARE MSCI USA SMALL-CAP ETF$1,847,341$1,847,341
228136.854 SHS DFA EMERGING MARKETS SUSTAINABILITY CORE$2,149,049$2,149,049
223257.231 SHS DFA INTERNATIONAL SUSTAINABILITY CORE$2,786,250$2,786,250
172100.913 SHS DFA US SUSTAINABILITY CORE$7,851,244$7,851,244
100083.755 SHS VANGUARD GLOBAL ESG SELE$4,508,773$4,508,773

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$8,996,542USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$8,996,542USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$419,038StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$419,038StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
IR&M SHORT ESG BOND FUND LLCFMV$13,802,433$13,802,433
IR&M CORE ESG BOND FUND LLCFMV$7,011,317$7,011,317

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$24,034LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,136DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
EOY Book Value$192,174EOYBookValueAmt
EOYFMV$192,174EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$25,283,588Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$37,391$0$37,391
POSTAGE & SHIPPING$1,122$0$1,115
DUES & SUBSCRIPTIONS$178,093$0$178,093
TELEPHONE & INTERNET$172,539$0$169,093
OFFICE & SUPPLIES$13,412$0$13,412
MISCELLANEOUS$16,741$119$16,622
COHORT EXPENSES$216,461$0$218,493

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$3,333$2,926$3,333
INCOME/LOSS FROM PASS THRU K-1S$1,124,108$44,575$1,124,108
ACCRUED INCOME/LOSS$155,739$167,857$155,739
RETURNED GRANTS$500$500
CREDIT CARD REBATE$19,014$19,014
SALE OF CHARITABLE USE ASSET$3,090$0$3,090

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$343,446$279,658$63,788
PROGRAM CONSULTING$102,711$0$102,156
OTHER CONSULTANTS$824,575$0$817,124

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,219$3,219$0
EXCISE TAXES$110,000$0$0

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