Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
KEN BIRDWELL FOUNDATION
C/O CLARK NUBER PS
Number and street (or P.O. box number if mail is not delivered to street address)10900 NE 4TH ST 1400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BELLEVUE, WA98004
A Employer identification number

82-5328231
B Telephone number (see instructions)

(425) 454-4919
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$76,202,815J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 716,355
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 867,338 1,661,435  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,956,752
b Gross sales price for all assets on line 6a 35,916,242
7 Capital gain net income (from Part IV, line 2)... 2,963,059
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -82,096 56,334  
12 Total. Add lines 1 through 11........ 4,458,349 4,680,828  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 182,190 0   182,190
14 Other employee salaries and wages...... 858,555 0   835,562
15 Pension plans, employee benefits....... 337,171 0   337,171
16a Legal fees (attach schedule)......... Click to see attachment 16,598 0   16,598
b Accounting fees (attach schedule)....... Click to see attachment 30,934 0   30,934
c Other professional fees (attach schedule).... Click to see attachment 468,133 266,023   202,110
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,826 1,826   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,099 0   4,099
21 Travel, conferences, and meetings....... 17,922 0   17,922
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 130,352 130,938   130,352
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,047,780 398,787   1,756,938
25 Contributions, gifts, grants paid....... 5,749,809 5,749,809
26 Total expenses and disbursements. Add lines 24 and 25 7,797,589 398,787   7,506,747
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,339,240
b Net investment income (if negative, enter -0-) 4,282,041
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 339,240 434,727 434,727
2 Savings and temporary cash investments......... 1,358,823 802,916 802,916
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment591,196 591,196
b Investments—corporate stock (attach schedule)....... 15,594,091 Click to see attachment15,952,240 15,952,240
c Investments—corporate bonds (attach schedule)....... 27,580,285 Click to see attachment22,525,577 22,525,577
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,630,280 Click to see attachment35,896,159 35,896,159
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,000 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 81,505,719 76,202,815 76,202,815
Liabilities 17 Accounts payable and accrued expenses.......... 20,070 51,773
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 20,070 51,773
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 81,485,649 76,151,042
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 81,485,649 76,151,042
30 Total liabilities and net assets/fund balances (see instructions). 81,505,719 76,202,815
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
81,485,649
2
Enter amount from Part I, line 27a .....................
2
-3,339,240
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
78,146,409
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,995,367
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
76,151,042
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a IR&M SHORT ESG BOND FUND LLC P 2020-01-01 2021-12-31
b IR&M SOCIALLY RESPONSIBLE CORE BOND FUND LLC P 2020-01-01 2021-12-31
c IR&M CORE ESG BOND FUND LLC P 2020-01-01 2021-12-31
d PUBLICLY TRADED SECURITIES   2020-01-01 2021-12-31
e PUBLICLY TRADED SECURITIES   2020-01-01 2021-12-31
CAPITAL GAIN DISTRIBUTIONS   2020-01-01 2021-12-31
SALE OF IR&M SOCIALLY RESPONSIBLE CORE BOND FUND LLC P 2020-01-01 2021-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 74,870     74,870
b     24,063 -24,063
c     44,500 -44,500
d 26,629,476   24,937,563 1,691,913
e 1,335,368   444,329 891,039
373,800     373,800
14,628,716   14,628,716 0
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       74,870
b       -24,063
c       -44,500
d       1,691,913
e       891,039
      373,800
      0
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,963,059
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 59,520
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 59,520
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 175,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 175,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 115,480
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet115,480 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA, CA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MAGICCABINET.ORG
    14
    The books are in care ofbulletKRISTEN ANDERSON THE CLARIUS GROUP Telephone no.bullet (206) 462-7405

    Located atbullet999 3RD AVENUE NO 3050SEATTLEWA ZIP+4bullet98104
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KENNETH JON BIRDWELL BOARD CHAIR
    2.00     		0 0 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    REBECCA SPADONI DIRECTOR
    2.00     		0 0 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    KEN DAVIS SECRETARY
    7.00     		24,000 0 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    KEITH VERNON ASSISTANT SECRETARY/TREASURER
    2.00     		0 0 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    CHRISTINA ENGEL EXECUTIVE DIRECTOR
    40.00     		158,190 22,146 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    TIFFANY JOHNSON PROGRAM DIRECTOR
    40.00     		147,950 20,690 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    JACKIE SCHULTZ DIRECTOR OF OPERATIO
    40.00     		129,746 14,254 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    CATHERINE THAYER PROGRAM DIRECTOR
    40.00     		127,077 7,625 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    GLORIA UPCHURCH ENGAGEMENT OFFICER
    40.00     		107,116 14,996 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    ALINA AMKHAVONG ADMIN
    40.00     		79,406 11,116 0
    10900 NE 4TH STREET SUITE 1400
    BELLEVUE,WA98004
    Total number of other employees paid over $50,000...................bullet 3
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    THE CLARIUS GROUP INVESTMENT MANAGEMENT 143,654
    999 3RD AVENUE
    SEATTLE,WA98104
    PUBLIC PROFIT FACILITATION/TRAINING AND EVALUATION 90,415
    1624 FRANKLIN ST 600
    OAKLAND,CA94612
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SEE STATEMENT 12 345,479
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    41,544,713
    b
    Average of monthly cash balances.......................
    1b
    973,454
    c
    Fair market value of all other assets (see instructions)................
    1c
    36,691,765
    d
    Total (add lines 1a, b, and c).........................
    1d
    79,209,932
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    79,209,932
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,188,149
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    78,021,783
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,901,089
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    3,901,089
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    59,520
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    59,520
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,841,569
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,841,569
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    3,841,569
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,841,569
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 140,524
    d From 2019...... 919,429
    e From 2020...... 625,143
    f Total of lines 3a through e ........ 1,685,096
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,506,747
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 3,841,569
    e Remaining amount distributed out of corpus 3,665,178
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,350,274
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		5,350,274
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 140,524
    c Excess from 2019.... 919,429
    d Excess from 2020.... 625,143
    e Excess from 2021.... 3,665,178
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    KENNETH JON BIRDWELL
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ARTS CORPS
    4408 DELRIDGE WAY SW 110
    SEATTLE,WA98106     		  PC CAPACITY BUILDING SUPPORT FOR: CONSULTANTS, STAFFING, TECH 98,710
    ARTS CORPS
    4408 DELRIDGE WAY SW 110
    SEATTLE,WA98106     		  PC CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT 17,725
    ARTS CORPS
    4408 DELRIDGE WAY SW 110
    SEATTLE,WA98106     		  PC CAPACITY BUILDING SUPPORT FOR: DEI CONSULTANT 5,000
    ARTS CORPS
    4408 DELRIDGE WAY SW 110
    SEATTLE,WA98106     		  PC CAPACITY BUILDING SUPPORT FOR: CONSULTING AND STAFF BONUS 26,175
    ASIAN WOMEN'S SHELTER
    3543 18TH STREET 19
    SAN FRANCISCO,CA94110     		  PC CAPACITY BUILDING SUPPORT FOR: RESOURCE IMPACT AND SYSTEMS UPGRADE 90,000
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: RESOURCE DEVELOPMENT GRANT 39,987
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: ORGANIZATIONAL SUPPORT 4,000
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: GRANT MANAGEMENT 12,420
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: CONSULTANTS 57,425
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: MARKETING 20,000
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: ACTING EXEC DIR 13,823
    CENTER FOR EMPOWERING REFUGEES & IMMIGRAN
    544 INTERNATIONAL BLVD SUITE 9
    OAKLAND,CA94606     		  PC CAPACITY BUILDING SUPPORT FOR: EXECUTIVE STAFFING 100,000
    CENTER FOR EMPOWERING REFUGEES & IMMIGRAN
    544 INTERNATIONAL BLVD SUITE 9
    OAKLAND,CA94606     		  PC CAPACITY BUILDING SUPPORT FOR: COMMUNITY ENGAGEMENT & DEVELOPMENT DIRECTOR 10,643
    CENTER FOR EMPOWERING REFUGEES & IMMIGRAN
    544 INTERNATIONAL BLVD SUITE 9
    OAKLAND,CA94606     		  PC CAPACITY BUILDING SUPPORT FOR: CONSULTANTS, STAFFING, DEVELOPMENT 12,590
    CENTER FOR HUMAN DEVELOPMENT
    901 SUNVALLEY BLVD STE 220
    CONCORD,CA94520     		  PC CAPACITY BUILDING SUPPORT FOR: REVITALIZING DONOR ENGAGEMENT AND GIVING 100,000
    CHOOSE 180
    1416 SW 151ST ST
    BURIEN,WA98166     		  PC CAPACITY BUILDING SUPPORT FOR: STRENGTHING INTERNAL CAPACITY 100,000
    COALITION ON HOMELESSNESS
    468 TURK ST
    SAN FRANCISCO,CA94102     		  PC CAPACITY BUILDING SUPPORT FOR: LEADERSHIP DEVELOPMENT GRANT 33,060
    COALITION ON HOMELESSNESS
    468 TURK ST
    SAN FRANCISCO,CA94102     		  PC CAPACITY BUILDING SUPPORT FOR: STAFF SUSTAINABILITY 67,000
    COMMUNITY PASSAGEWAYS
    PO BOX 28685
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: HR DIRECTOR GRANT 92,700
    COMMUNITY PASSAGEWAYS
    PO BOX 28685
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: YAC STAFFING 99,425
    COMMUNITY PASSAGEWAYS
    PO BOX 28685
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT DIRECTOR 89,208
    CONGOLESE INTEGRATION NETWORK
    19550 INTERNATIONAL BLVD STE 103
    SEATAC,WA98188     		  PC CAPACITY BUILDING SUPPORT FOR: KOTOMBOLA LEADERSHIP DEVELOPMENT 100,000
    EAST AFRICAN COMMUNITY SERVICES
    7153 MLK JR W S
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: BRAND DEVELOPMENT GRANT 11,379
    EAST AFRICAN COMMUNITY SERVICES
    7153 MLK JR W S
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: FUNDRAISING CONSULTANT 66,000
    EAST AFRICAN COMMUNITY SERVICES
    7153 MLK JR W S
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: SUSTAINING DEVELOPMENT DIRECTOR 117,800
    EAST OAKLAND BOXING ASSOCIATION
    PO BOX 6711
    OAKLAND,CA94603     		  PC CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING GRANT 36,000
    EAST OAKLAND BOXING ASSOCIATION
    PO BOX 6711
    OAKLAND,CA94603     		  PC CAPACITY BUILDING SUPPORT FOR: HUMAN RESOURCES & MARKETING 162,500
    EASTSIDE ARTS ALLIANCE
    2277 INTERNATIONAL BLVD
    OAKLAND,CA94606     		  PC CAPACITY BUILDING SUPPORT FOR: RETREATS, HR, FINANCE, DATA MANAGEMENT 99,988
    FEEST
    605 SW 108TH ST
    SEATTLE,WA98146     		  PC CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING SUPPORT 31,000
    FIRST GRADUATE
    2973 16TH ST SUITE 400
    SAN FRANCISCO,CA94103     		  PC CAPACITY BUILDING SUPPORT FOR: OPERATION STAFFING GRANT 79,500
    FIRST GRADUATE
    2973 16TH ST SUITE 400
    SAN FRANCISCO,CA94103     		  PC CAPACITY BUILDING SUPPORT FOR: SALESFORCE UPDATES GRANT 5,944
    FIRST GRADUATE
    2973 16TH ST SUITE 400
    SAN FRANCISCO,CA94103     		  PC CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING 25,000
    FIRST GRADUATE
    2973 16TH ST SUITE 400
    SAN FRANCISCO,CA94103     		  PC CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT 13,900
    FOOD RUNNERS
    2579 WASHINGTON ST
    SAN FRANCISCO,CA94116     		  PC CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT 90,000
    FOOD RUNNERS
    2579 WASHINGTON ST
    SAN FRANCISCO,CA94116     		  PC CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT INFRASTRUCTURE 21,350
    GOT GREEN
    PO BOX 18794
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING GRANT 100,000
    GOT GREEN
    PO BOX 18794
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: ORG HEALTH IN LEADERSHIP TRANSITION 66,000
    HOMELESS CHILDREN'S NETWORK
    3450 3RD STREET UNIT 1C
    SAN FRANCISCO,CA94124     		  PC CAPACITY BUILDING SUPPORT FOR: HR MANAGER 88,000
    INTERCULTURAL CHILDREN & FAMILY SERVICES
    15 S GRADY WAY STE 434
    RENTON,WA98057     		  PC CAPACITY BUILDING SUPPORT FOR: FUNDRAISING AND STAFFING 99,999
    LA COCINA
    2948 FOLSOM STREET
    SAN FRANCISCO,CA94110     		  PC CAPACITY BUILDING SUPPORT FOR: TECH SUPPORT & COMPUTERS 30,000
    LA COCINA
    2948 FOLSOM STREET
    SAN FRANCISCO,CA94110     		  PC CAPACITY BUILDING SUPPORT FOR: PROGRAM EVALUATION 20,000
    LA COCINA
    2948 FOLSOM STREET
    SAN FRANCISCO,CA94110     		  PC CAPACITY BUILDING SUPPORT FOR: ACCOUNTING CONSULTING 46,300
    MINDFUL LIFE PROJECT
    124 WASHINGTON AVE STE B
    RICHMOND,WA94801     		  PC CAPACITY BUILDING SUPPORT FOR: PROFESSIONAL DEVELOPMENT GRANT 12,373
    MINDFUL LIFE PROJECT
    124 WASHINGTON AVE STE B
    RICHMOND,WA94801     		  PC CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING GRANT 26,283
    MINDFUL LIFE PROJECT
    124 WASHINGTON AVE STE B
    RICHMOND,WA94801     		  PC CAPACITY BUILDING SUPPORT FOR: DATA DASHBOARD GRANT 44,451
    MINDFUL LIFE PROJECT
    124 WASHINGTON AVE STE B
    RICHMOND,WA94801     		  PC CAPACITY BUILDING SUPPORT FOR: STAFFING 80,000
    MINDFUL LIFE PROJECT
    124 WASHINGTON AVE STE B
    RICHMOND,WA94801     		  PC CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT ASSOCIATE 56,026
    MINDFUL LIFE PROJECT
    124 WASHINGTON AVE STE B
    RICHMOND,WA94801     		  PC CAPACITY BUILDING SUPPORT FOR: STAFF TRAINING 24,000
    MISSSEY INC
    424 JEFFERSON ST
    OAKLAND,CA94607     		  PC CAPACITY BUILDING SUPPORT FOR: MARKETING GRANT 145,906
    MISSSEY INC
    424 JEFFERSON ST
    OAKLAND,CA94607     		  PC CAPACITY BUILDING SUPPORT FOR: BUILDING & SUSTAINING EFFECTIVE PROGRAMMING 107,850
    NORTHWEST AFRICAN AMERICAN MUSEUM
    2300 S MASSACHUSETTS ST
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: MARKETING 75,000
    NORTHWEST AFRICAN AMERICAN MUSEUM
    2300 S MASSACHUSETTS ST
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: OPERATIONS DIRECTOR 130,000
    OLD SKOOL CAFE
    1429 MENDELL ST
    SAN FRANCISCO,CA94124     		  PC CAPACITY BUILDING SUPPORT FOR: FUNDRAISING 90,000
    OLD SKOOL CAFE
    1429 MENDELL ST
    SAN FRANCISCO,CA94124     		  PC CAPACITY BUILDING SUPPORT FOR: CRM SOFTWARE 10,000
    OPEN DOOR LEGAL
    4634 3RD ST
    SAN FRANCISCO,CA94112     		  PC CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING 60,000
    OPEN DOOR LEGAL
    4634 3RD ST
    SAN FRANCISCO,CA94112     		  PC CAPACITY BUILDING SUPPORT FOR: HIRING 100,000
    OPPORTUNITY JUNCTION
    3102 DELTA FAIR BLVD
    ANTIOCH,CA94509     		  PC CAPACITY BUILDING SUPPORT FOR: EXECUTIVE HIRING 29,000
    PARA LOS NINOS DE HIGHLINE
    15220 6TH AVE SW
    BURIEN,WA98166     		  PC CAPACITY BUILDING SUPPORT FOR: HR 67,550
    PARA LOS NINOS DE HIGHLINE
    15220 6TH AVE SW
    BURIEN,WA98166     		  PC CAPACITY BUILDING SUPPORT FOR: HIRING AND BONUSES 78,560
    PLANTING JUSTICE
    319 105TH AVE
    OAKLAND,CA94603     		  PC CAPACITY BUILDING SUPPORT FOR: AQUAPONICS DEVELOPMENT 166,000
    POGO PARK
    2604 ROOSEVELT AVENUE
    RICHMOND,CA94804     		  PC CAPACITY BUILDING SUPPORT FOR: INTERNAL NEEDS 66,000
    POGO PARK
    2604 ROOSEVELT AVENUE
    RICHMOND,CA94804     		  PC CAPACITY BUILDING SUPPORT FOR: DONOR TOUR OF HARBOUR-8 PARK 166,000
    SAFE FUTURES YOUTH CENTER
    6337 35TH AVE SW
    SEATTLE,WA98126     		  PC CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT FOR THE FUTURE 100,000
    SOUTHEAST SEATTLE EDUCATION COALITION
    3829 S EDMUNDS ST BOX 9
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: OFFICE EQUIPMENT GRANT 14,000
    SOUTHEAST SEATTLE EDUCATION COALITION
    3829 S EDMUNDS ST BOX 9
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: STAFFING, ACCOUNTING, MARKETING, COACHING 106,895
    SOUTHEAST SEATTLE EDUCATION COALITION
    3829 S EDMUNDS ST BOX 9
    SEATTLE,WA98118     		  PC CAPACITY BUILDING SUPPORT FOR: EDUCATION, TRAINING, STRATEGIC PLANNING 33,000
    STREET LEVEL HEALTH PROJECT
    3125 EAST 15TH ST
    OAKLAND,CA94601     		  PC CAPACITY BUILDING SUPPORT FOR: STAFFING AND COMPUTERS 75,011
    STREET LEVEL HEALTH PROJECT
    3125 EAST 15TH ST
    OAKLAND,CA94601     		  PC CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT AND COMMUNICATIONS 50,000
    THE LATINA CENTER
    3701 BARRETT AVENUE
    RICHMOND,CA94805     		  PC CAPACITY BUILDING SUPPORT FOR: STAFFING, DATA, FINANCE 149,007
    THE LATINA CENTER
    3701 BARRETT AVENUE
    RICHMOND,CA94805     		  PC CAPACITY BUILDING SUPPORT FOR: SPECIALIST CONSULTANT 75,000
    UPTOWN TENDERLOIN
    398 EDDY STREET
    SAN FRANCISCO,CA94102     		  PC CAPACITY BUILDING SUPPORT FOR: STAFF DEVELOPMENT GRANT 74,427
    UPTOWN TENDERLOIN
    398 EDDY STREET
    SAN FRANCISCO,CA94102     		  PC CAPACITY BUILDING SUPPORT FOR: MARKETING 50,000
    UPTOWN TENDERLOIN
    398 EDDY STREET
    SAN FRANCISCO,CA94102     		  PC CAPACITY BUILDING SUPPORT FOR: EXPANSION AND OPERATION SUSTAINABILITY 50,000
    VENTURES
    2100 24TH AVE S SUITE 389
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: RE-ENVISIONING 46,806
    VENTURES
    2100 24TH AVE S SUITE 389
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: STRATEGIC PLANNING 25,000
    VENTURES
    2100 24TH AVE S SUITE 389
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: PANDEMIC RECOVERY PT 3 66,667
    VENTURES
    2100 24TH AVE S SUITE 389
    SEATTLE,WA98144     		  PC CAPACITY BUILDING SUPPORT FOR: VENTURES MARKETPLACE PROJECT 28,193
    VILLAGE COMMUNITY RESOURCE CENTER
    633 VILLAGE DRIVE
    BRENTWOOD,CA94513     		  PC CAPACITY BUILDING SUPPORT FOR: RECRUITING & HIRING 59,000
    WHITE CENTER COMMUNITY DEVELOPMENT ASSN
    605 SW 108TH ST
    SEATTLE,WA98146     		  PC CAPACITY BUILDING SUPPORT FOR: STAFF SALARY INCREASE 100,000
    WHITE CENTER COMMUNITY DEVELOPMENT ASSN
    605 SW 108TH ST
    SEATTLE,WA98146     		  PC CAPACITY BUILDING SUPPORT FOR: SALARY INCREASES 66,667
    YOUNG WOMEN EMPOWERED (Y-WE)
    1143 MARTIN LUTHER KING JR WAY BOX
    136 SEATTLE WA 98122
    SEATTLE,WA98122     		  PC CAPACITY BUILDING SUPPORT FOR: HR, OPS, MANAGEMENT 90,240
    YOUNG WOMEN EMPOWERED (Y-WE)
    1143 MARTIN LUTHER KING JR WAY BOX
    136 SEATTLE WA 98122
    SEATTLE,WA98122     		  PC CAPACITY BUILDING SUPPORT FOR: MAPPING THE FUTURE 76,426
    YOUNG WOMEN EMPOWERED (Y-WE)
    1143 MARTIN LUTHER KING JR WAY BOX
    136 SEATTLE WA 98122
    SEATTLE,WA98122     		  PC CAPACITY BUILDING SUPPORT FOR: EQUITY, ADVOCACY, SCALABILITY, AND CAPACITY BUILDING 100,000
    YOUNG WOMEN EMPOWERED (Y-WE)
    1143 MARTIN LUTHER KING JR WAY BOX
    136 SEATTLE WA 98122
    SEATTLE,WA98122     		  PC CAPACITY BUILDING SUPPORT FOR: INFRASTRUCTURE 66,000
    ZENO
    1404 EAST YESLER WAY STE 204
    SEATTLE,WA98122     		  PC CAPACITY BUILDING SUPPORT FOR: DEVELOPMENT GRANT 25,000
    ZENO
    1404 EAST YESLER WAY STE 204
    SEATTLE,WA98122     		  PC CAPACITY BUILDING SUPPORT FOR: BUILDING MOMENTUM GRANT 55,000
    ZENO
    1404 EAST YESLER WAY STE 204
    SEATTLE,WA98122     		  PC CAPACITY BUILDING SUPPORT FOR: IMPACT REVEALED 20,000
    ZENO
    1404 EAST YESLER WAY STE 204
    SEATTLE,WA98122     		  PC CAPACITY BUILDING SUPPORT FOR: FUNDING DEVELOPMENT 62,240
    ARTS CORPS
    4408 DELRIDGE WAY SW 110
    SEATTLE,WA98106     		  PC GALA SPONSORSHIP 500
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144     		  PC GALA SPONSORSHIP 500
    CHOOSE 180
    1416 SW 151ST ST
    BURIEN,WA98166     		  PC GALA SPONSORSHIP 515
    COALITION ON HOMELESSNESS
    468 TURK ST
    SAN FRANCISCO,CA94102     		  PC GALA SPONSORSHIP 500
    FEEST
    605 SW 108TH ST
    SEATTLE,WA98146     		  PC GALA SPONSORSHIP 500
    GOT GREEN
    PO BOX 18794
    SEATTLE,WA98118     		  PC GALA SPONSORSHIP 500
    NORTHWEST AFRICAN AMERICAN MUSEUM
    2300 S MASSACHUSETTS ST
    SEATTLE,WA98144     		  PC GALA SPONSORSHIP 515
    OLD SKOOL CAFE
    1429 MENDELL ST
    SAN FRANCISCO,CA94124     		  PC GALA SPONSORSHIP 515
    OPEN DOOR LEGAL
    4634 3RD ST
    SAN FRANCISCO,CA94112     		  PC GALA SPONSORSHIP 525
    UPTOWN TENDERLOIN
    398 EDDY STREET
    SAN FRANCISCO,CA94102     		  PC GALA SPONSORSHIP 500
    VENTURES
    2100 24TH AVE S SUITE 389
    SEATTLE,WA98144     		  PC GALA SPONSORSHIP 500
    YOUNG WOMEN EMPOWERED (Y-WE)
    1143 MARTIN LUTHER KING JR WAY BOX
    136 SEATTLE WA 98122
    SEATTLE,WA98122     		  PC GALA SPONSORSHIP 500
    ZENO
    1404 EAST YESLER WAY STE 204
    SEATTLE,WA98122     		  PC GALA SPONSORSHIP 500
    A SAFE PLACE
    P O BOX 23006
    OAKLAND,CA946230006     		  PC ENGAGEMENT GRANTS 1,000
    ADAPTIVE LEARNING CENTER
    3227 CLAYTON ROAD
    CONCORD,CA94519     		  PC ENGAGEMENT GRANTS 1,000
    AFGHAN HEALTH INITIATIVE
    30607 134TH AVE SE
    AUBURN,WA98092     		  PC ENGAGEMENT GRANTS 1,000
    ARTS CORPS
    4408 DELRIDGE WAY SW 110
    SEATTLE,WA98106     		  PC ENGAGEMENT GRANTS 1,000
    CASA (COURT APPOINTED SPECIAL ADVOCATES)
    2151 SALVIO ST STE 295
    CONCORD,CA94520     		  PC ENGAGEMENT GRANTS 1,000
    CENTER FOR EMPOWERING REFUGEES & IMMIGRAN
    544 INTERNATIONAL BLVD SUITE 9
    OAKLAND,CA94606     		  PC ENGAGEMENT GRANTS 1,000
    CENTER FOR HUMAN DEVELOPMENT
    901 SUNVALLEY BLVD STE 220
    CONCORD,CA94520     		  PC ENGAGEMENT GRANTS 1,000
    CHOOSE 180
    1416 SW 151ST ST
    BURIEN,WA98166     		  PC ENGAGEMENT GRANTS 1,000
    COMMUNITY NETWORK COUNCIL
    PO BOX 23
    KENT,WA98035     		  PC ENGAGEMENT GRANTS 1,000
    CONGOLESE INTEGRATION NETWORK
    19550 INTERNATIONAL BLVD STE 103
    SEATAC,WA98188     		  PC ENGAGEMENT GRANTS 1,000
    CYCLES OF CHANGE
    1246 23RD AVE
    OAKLAND,CA94606     		  PC ENGAGEMENT GRANTS 1,000
    DNDA
    291 ESTUDILLO AVE
    SAN LEANDRO,CA94577     		  PC ENGAGEMENT GRANTS 1,000
    EAST BAY FAMILY DEFENDERS
    101 CALLAN AVE
    SAN LEANDRO,CA94577     		  PC ENGAGEMENT GRANTS 1,000
    EASTSIDE ARTS ALLIANCE
    2277 INTERNATIONAL BLVD
    OAKLAND,CA94606     		  PC ENGAGEMENT GRANTS 1,000
    ECHO
    22551 SECOND STREET SUITE 200
    HAYWARD,CA94541     		  PC ENGAGEMENT GRANTS 1,000
    EDEN YOUTH & FAMILY CENTER
    680 W TENNYSON RD
    HAYWARD,CA94544     		  PC ENGAGEMENT GRANTS 1,000
    EMERGENCY FEEDING PROGRAM
    851 HOUSER WAY N STE A
    RENTON,WA98057     		  PC ENGAGEMENT GRANTS 1,000
    FAMILY RESOURCE NAVIGATORS
    291 ESTUDILLO AVE
    SAN LEANDRO,CA94577     		  PC ENGAGEMENT GRANTS 1,000
    FEEST
    605 SW 108TH ST
    SEATTLE,WA98146     		  PC ENGAGEMENT GRANTS 1,000
    FRESH APPROACH
    5060 COMMERCIAL CIRCLE STE C
    CONCORD,CA94520     		  PC ENGAGEMENT GRANTS 1,000
    FUSION
    PO BOX 23934
    FEDERAL WAY,WA98093     		  PC ENGAGEMENT GRANTS 1,000
    GLOBAL TO LOCAL
    2800 S 192ND ST STE 104
    SEATAC,WA98188     		  PC ENGAGEMENT GRANTS 1,000
    GLOVER EMPOWERMENTORING PROGRAM (GEM)
    PO BOX 6471
    KENT,WA98064     		  PC ENGAGEMENT GRANTS 1,000
    INTERCULTURAL CHILDREN & FAMILY SERVICES
    15 S GRADY WAY STE 434
    RENTON,WA98057     		  PC ENGAGEMENT GRANTS 1,000
    IRAQI COMMUNITY CENTER
    10610 SE KENT KANGLEY RD 204
    KENT,WA98030     		  PC ENGAGEMENT GRANTS 1,000
    KCCEB
    97 CALLAN AVENUE
    SAN LEANDRO,CA94577     		  PC ENGAGEMENT GRANTS 1,000
    LIVING WELL KENT COLLABORATIVE
    24604 104TH AVE SE 102
    KENT,WA98030     		  PC ENGAGEMENT GRANTS 1,000
    MONUMENT IMPACT
    2699 MONUMENT BLVD SUITE G
    CONCORD,CA94520     		  PC ENGAGEMENT GRANTS 1,000
    MOTHER AFRICA
    1209 CENTRAL AVE S SUITE 120
    KENT,WA98032     		  PC ENGAGEMENT GRANTS 1,000
    OPPORTUNITY JUNCTION
    3102 DELTA FAIR BLVD
    ANTIOCH,CA94509     		  PC ENGAGEMENT GRANTS 1,000
    ORGANIZATION FOR PROSTITUTION SURVIVORS
    112 SW 157TH ST
    BURIEN,WA98166     		  PC ENGAGEMENT GRANTS 1,000
    PARA LOS NINOS DE HIGHLINE
    15220 6TH AVE SW
    BURIEN,WA98166     		  PC ENGAGEMENT GRANTS 1,000
    PARTNER IN EMPLOYMENT
    21400 INTERNATIONAL BLVD 302
    SEATAC,WA98198     		  PC ENGAGEMENT GRANTS 1,000
    REACH
    3604 NE 10TH COURT
    RENTON,WA98056     		  PC ENGAGEMENT GRANTS 1,000
    SAFE FUTURES YOUTH CENTER
    6337 35TH AVE SW
    SEATTLE,WA98126     		  PC ENGAGEMENT GRANTS 1,000
    SOMALI HEALTH BOARD
    525 ANDOVER PARK WEST SUITE 105
    TUKWILA,WA89168     		  PC ENGAGEMENT GRANTS 1,000
    STREET LEVEL HEALTH PROJECT
    3125 EAST 15TH ST
    OAKLAND,CA94601     		  PC ENGAGEMENT GRANTS 1,000
    UKRANIAN COMMUNITY CENTER OF WA
    17701 108TH AVE SE STE 336
    RENTON,WA98055     		  PC ENGAGEMENT GRANTS 1,000
    UTOPIA
    841 CENTRAL AVE N SUITE C-106
    KENT,WA98032     		  PC ENGAGEMENT GRANTS 1,000
    VACC OF EAST BAY
    655 INTERNATIONAL BLVD
    OAKLAND,CA94606     		  PC ENGAGEMENT GRANTS 1,000
    VILLAGE COMMUNITY RESOURCE CENTER
    633 VILLAGE DRIVE BRENTWOOD
    BRENTWOOD,CA94513     		  PC ENGAGEMENT GRANTS 1,000
    WHITE CENTER COMMUNITY DEVELOPMENT ASSN
    605 SW 108TH ST
    SEATTLE,WA98146     		  PC ENGAGEMENT GRANTS 1,000
    DRAPAR RICHARDS KAPLAN FOUNDATION
    1600 EL CAMINO REAL SUITE 155
    MENLO PARK,CA94025     		  PC MONIES GIVEN TO AID IN THE FINDING, FUNDING AND SUPPORT OF EARLY STAGE, HIGH IMPACT ORGANIZATIONS LED BY EXTRAORDINARY SOCIAL ENTREPRENEURS WHO ASPIRE TO CHANGE THE WORLD 100,000
    SEAD PROJECT
    1007 WEST BROADWAY AVENUE
    MINNEAPOLIS,MN55411     		  PC GALA SPONSORSHIP 460
    ST VINCENT DE PAUL
    5950 FOURTH AVENUE SOUTH
    SEATTLE,WA98108     		  PC GALA SPONSORSHIP 200
    NA'AH ILLAHEE FUND
    PO BOX 17844
    SEATTLE,WA98127     		  PC GALA SPONSORSHIP 100
    NATIVE PHILANTHROPY
    1000 N ALAMEDA ST 116
    LOS ANGELES,CA90012     		  PC GALA SPONSORSHIP 150
    ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC
    55 EXCHANGE PLACE 401
    NEW YORK,NY10005     		  PC GALA SPONSORSHIP 200
    Total .................................bullet 3a 5,749,809
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,956,752  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aLOSS FROM PASSTHROUGHS     		    14 -260,670  
    bIRS TAX REFUND     01 133,524  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 3,741,994 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,741,994
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    KEN BIRDWELL FOUNDATION
    C/O CLARK NUBER PS
    Employer identification number

    82-5328231
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    KEN BIRDWELL FOUNDATION
    C/O CLARK NUBER PS         		Employer identification number
    82-5328231
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    KENNETH JON BIRDWELL REVOCABLE TRUS
    PO BOX 21448
     
    SEATTLE, WA98111

    		$ 716,355


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    KEN BIRDWELL FOUNDATION
    C/O CLARK NUBER PS         		Employer identification number

    82-5328231
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 MARKETABLE SECURITIES $ 716,355 2021-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    KEN BIRDWELL FOUNDATION
    C/O CLARK NUBER PS         		Employer identification number

    82-5328231
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 30,934 0   30,934

    TY 2021 GeneralExplanationAttachment
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Identifier Return Reference Explanation
      PART VIII-A, LINE 1 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.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Name of Bond End of Year Book Value End of Year Fair Market Value
    678275 SHS MUZINICH CREDIT OPPORTUNITY FUND 7,121,884 7,121,884
    636000 SHS TIAA-CREF CORE IMPACT BOND FUND 6,709,796 6,709,796
    311322 SHS VANGUARD SHORT-TERM FEDERAL ADMIRAL 3,359,161 3,359,161
    300000 SHS ABBVIE INC. 2.9%22 DUE 11/06/22 306,813 306,813
    130000 SHS AMERICAN EXPRESS 2.5%22 DUE 08/01/22 132,625 132,625
    325000 SHS AMERICAN TOWER CO 3.5%23 DUE 01/31/23 338,731 338,731
    300000 SHS AT&T INC. 3%22 DUE 06/30/22 302,377 302,377
    300000 SHS BANK OF AMERICA C 3.3%23 DUE 01/11/23 312,865 312,865
    300000 SHS CAPITAL ONE FINL 3.2% 23 DUE 01/30/23 311,113 311,113
    300000 SHS CITIGROUP INC VAR 24 DUE 05/15/24 303,545 303,545
    175000 SHS CVS HEALTH CORP 2.75%22 DUE 12/01/22 177,627 177,627
    325000 SHS FIDELITY NATIONAL 0.375% 23 DUE 03/01/23 323,739 323,739
    200000 SHS FIFTH THIRD BANCO 2.6%22 DUE 06/15/22 201,799 201,799
    275000 SHS GENERAL MTRS FIN 3.25%23 DUE 01/05/23 285,536 285,536
    300000 SHS GILEAD SCIENCES, 2.5%23 DUE 09/01/23 309,654 309,654
    300000 SHS MITSUBISHI UFJ 2.665% 22F DUE 07/25/22 307,040 307,040
    275000 SHS MORGAN STANLEY 3.125%23 DUE 01/23/23 285,595 285,595
    325000 SHS SUMITOMO MITSU 3.102% 23F DUE 01/17/23 337,023 337,023
    300000 SHS THE GOLDMAN SACHS 3.2% 23 DUE 02/23/23 310,810 310,810
    175000 SHS THE KROGER CO. 2.8%22 DUE 08/01/22 178,762 178,762
    200000 SHS THE TORONTO-DOMIN 1.9%22F DUE 12/01/22 202,764 202,764
    200000 SHS THE WALT DISNEY 1.65%22 DUE 09/01/22 202,471 202,471
    200000 SHS VISA INC. 2.8%22 DUE 12/14/22 203,847 203,847

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2709 SHS APPLE INC 481,036 481,036
    446 SHS APPLIED MATERIALS 70,183 70,183
    121 SHS LAM RESEARCH CORP 87,017 87,017
    1679 SHS NVIDIA CORP 493,811 493,811
    72404 SHS DFA EMERGING MARKETS SUSTAINABILITY CORE 741,414 741,414
    141049 SHS DFA INTERNATIONAL SUSTAINABILITY CORE 1,864,667 1,864,667
    80187 SHS DFA US SUSTAINABILITY CORE 2,983,754 2,983,754
    131838 SHS ISHARES ESG 1-5 YEAR USD CORPORATE BOND ETF 3,381,645 3,381,645
    300 SHS ALIBABA GROUP HLDG F 35,637 35,637
    84 SHS ALPHABET INC (CLASS A) 243,351 243,351
    68 SHS AMAZON 226,735 226,735
    507 SHS AMGEN INC 114,060 114,060
    450 SHS BERKSHIRE HATHAWAY (B-SHARE) 134,550 134,550
    1654 SHS BRISTOL-MYERS SQUIBB CO 103,127 103,127
    1062 SHS COCA COLA COMPANY 62,881 62,881
    650 SHS CROWN CASTLE INTERNATIONAL CORP 135,681 135,681
    900 SHS CVS HEALTH CORPORATION 92,844 92,844
    857 SHS DISNEY 132,741 132,741
    995 SHS GILEAD SCIENCES INC 72,247 72,247
    449 SHS JOHNSON & JOHNSON 76,810 76,810
    1018 SHS JPMORGAN CHASE & CO 161,200 161,200
    85 SHS MASTERCARD INC 30,542 30,542
    746 SHS MEDTRONIC PLC 77,175 77,175
    913 SHS MERCK & CO INC 70,071 70,071
    1262 SHS MICROSOFT 424,436 424,436
    125 SHS NETFLIX INC 75,305 75,305
    1896 SHS PFIZER INCORPORATED 111,959 111,959
    475 SHS PROCTER & GAMBLE 77,701 77,701
    694 SHS SALESFORCE.COM 176,366 176,366
    305 SHS SIMON PROPERTY GROUP REIT 48,730 48,730
    550 SHS TEXAS INSTRUMENTS INC 103,659 103,659
    175 SHS THERMO FISHER SCIENTIFIC 116,767 116,767
    468 SHS UNION PACIFIC CORP 117,903 117,903
    878 SHS VISA INC 190,271 190,271
    300 SHS WORKDAY INC 81,954 81,954
    156 SHS ABBVIE INC 21,122 21,122
    133 SHS ACTIVISION BLIZZARD 8,848 8,848
    107 SHS ADVANCED MICRO DEVICES 15,397 15,397
    196 SHS ALLSTATE CORPORATION 23,218 23,218
    26 SHS ALPHABET INC (CLASS C) 75,233 75,233
    88 SHS AMERICAN WATER WORKS 16,620 16,620
    101 SHS ANTHEM INC 46,818 46,818
    1085 SHS BANK OF AMERICA CORPORATION 48,272 48,272
    43 SHS BECTON DICKINSON & CO 10,814 10,814
    43 SHS BIOGEN INC 10,317 10,317
    126 SHS CATERPILLAR INC 26,049 26,049
    225 SHS CENTENE CORP 18,540 18,540
    186 SHS CHEVRON CORPORATION 21,827 21,827
    121 SHS CIGNA CORP CMN 27,785 27,785
    167 SHS CITIGROUP INC 10,085 10,085
    308 SHS COMCAST CORP 15,502 15,502
    32 SHS COSTCO 18,166 18,166
    42 SHS CUMMINS INC 9,162 9,162
    80 SHS D R HORTON CO 8,676 8,676
    79 SHS DARDEN RESTAURANTS 11,901 11,901
    144 SHS DIAMONDBACK ENERGY 15,530 15,530
    0 SHS DIGITAL REALTY REIT 66 66
    150 SHS DUPONT DE NEMOURS INC CMN 12,117 12,117
    49 SHS ECOLAB INC 11,520 11,520
    74 SHS ENPHASE ENERGY, INC. CMN 13,538 13,538
    272 SHS EXXON MOBIL CORPORATION 16,644 16,644
    112 SHS FACEBOOK (CLASS A) 37,671 37,671
    35 SHS FEDEX CORPORATION 9,052 9,052
    94 SHS FIDELITY NATL INFO 10,260 10,260
    270 SHS GENERAL ELECTRIC CO 25,507 25,507
    219 SHS GENERAL MOTORS CO 12,840 12,840
    104 SHS GOLDMAN SACHS GROUP INC 39,785 39,785
    293 SHS HARTFORD FINANCIAL SERVICES GROUP 20,342 20,342
    208 SHS HERBALIFE LTD 8,513 8,513
    94 SHS HILTON WORLDWIDE HLD 14,663 14,663
    168 SHS HOLOGIC INC 12,862 12,862
    1173 SHS HOST HOTELS & RESORTS 20,398 20,398
    731 SHS HOWMET AEROSPACE INC 23,268 23,268
    374 SHS INTEL CORP 19,261 19,261
    494 SHS INVESCO LTD 11,372 11,372
    499 SHS KKR & CO. INC. CMN CLASS A 37,176 37,176
    186 SHS MARATHON PETE CORP 11,902 11,902
    190 SHS MASCO CORP 13,342 13,342
    121 SHS MCKESSON CORPORATION 30,134 30,134
    117 SHS MOHAWK INDUSTRIES INC 21,315 21,315
    371 SHS MOLSON COORS BREWING 17,196 17,196
    25 SHS MSCI INC 15,317 15,317
    184 SHS NEWMONT MINING CORP 11,412 11,412
    137 SHS NEXTERA ENERGY INC 12,790 12,790
    247 SHS NIKE INC 41,167 41,167
    267 SHS NRG ENERGY INC 11,502 11,502
    45 SHS OKTA INC CLASS A 10,088 10,088
    452 SHS ORACLE CORPORATION 39,419 39,419
    24 SHS ORGANON & CO 731 731
    80 SHS PACKAGING CORP OF AMERICA 10,892 10,892
    48 SHS PARKER-HANNIFIN CORP 15,270 15,270
    75 SHS PAYPAL HOLDINGS INCO 14,144 14,144
    169 SHS PEPSICO INCORPORATED 29,539 29,539
    144 SHS PHILLIPS 66 10,434 10,434
    73 SHS PPG INDUSTRIES INC 12,588 12,588
    160 SHS PROLOGIS INC 26,938 26,938
    178 SHS PUBLIC SERVICE ENTERPRISE GROUP 11,878 11,878
    331 SHS PULTEGROUP INC 18,970 18,970
    134 SHS RAYTHEON TECHNOLOGIES CO 11,532 11,532
    21 SHS REGENERON PHARMS INC 13,262 13,262
    57 SHS REPLIGEN CORP CMN 15,096 15,096
    95 SHS ROSS STORES INC 10,857 10,857
    64 SHS SKYWORKS SOLUTIONS INC 9,929 9,929
    49 SHS STANLEY BLACK & DECKER 9,242 9,242
    208 SHS T-MOBILE US INC 24,124 24,124
    51 SHS TESLA MOTORS 53,896 53,896
    169 SHS U G I CORPORATION 7,817 7,817
    262 SHS UBER TECHNOLOGIES, INC. CMN 10,986 10,986
    53 SHS UNIVERSAL DISPLAY CORP 8,747 8,747
    51 SHS VERISK ANALYTICS INC 11,665 11,665
    531 SHS VIATRIS INC 7,184 7,184
    430 SHS VICI PROPERTIES INC CMN 12,947 12,947
    69 SHS VMWARE INC 7,996 7,996
    297 SHS WAL-MART STORES INC 43,136 43,136
    74 SHS WASTE MANAGEMENT INC 12,351 12,351
    155 SHS WYNDHAM HOTELS & RESORTS INC 13,896 13,896
    10322 SHS ISHARES MSCI EAFE ESG OPTIMIZED ETF 820,186 820,186
    6175 SHS ISHARES MSCI EM ESG OPTIMIZED ETF 245,456 245,456

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    US Government Securities - End of Year Book Value:

    591,196
    US Government Securities - End of Year Fair Market Value:

    591,196
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    IR&M SHORT ESG BOND FUND LLC FMV 21,390,353 21,390,353
    IR&M CORE ESG BOND FUND LLC FMV 14,505,806 14,505,806

    TY 2021 LegalFeesSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 16,598 0   16,598


    TY 2021 OtherAssetsSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSITS 3,000 0 0


    TY 2021 OtherDecreasesSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Description Amount
    UNREALIZED GAINS/LOSSES 1,995,367


    TY 2021 OtherExpensesSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES 479 0   479
    DUES AND SUBSCRIPTIONS 43,215 0   43,215
    INSURANCE 14,069 0   14,069
    OFFICE EXPENSE 11,691 0   11,691
    COHORT EXPENSES 14,298 0   14,298
    BANK FEES 651 0   651
    MISCELLANEOUS 88 0   88
    EVENTS 933 0   933
    TELEPHONE 3,240 0   3,240
    POSTAGE 1,701 0   1,701
    SUPPLIES 28,039 0   28,039
    FROM PASSTHROUGH INVESTMENTS 0 130,938   0
    MARKETING 11,948 0   11,948


    TY 2021 OtherIncomeSchedule2
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ACCRUED INCOME 45,050 44,077 45,050
    LOSS FROM PASSTHROUGHS -260,670 12,257 -260,670
    IRS TAX REFUND 133,524   133,524


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 266,023 266,023   0
    PROGRAM CONSULTING 23,923 0   23,923
    OTHER CONSULTANTS 99,771 0   99,771
    DESIGN AND EVALUATIONS 78,416 0   78,416


    TY 2021 TaxesSchedule
    Name:
    KEN BIRDWELL FOUNDATION
     
    C/O CLARK NUBER PS
    EIN:
    82-5328231
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 1,826 1,826   0