RONALD W NAITO MD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RONALD W NAITO MD FOUNDATION (EIN 83-6622391)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-17
- IRS object ID
- 202332909349100023
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-17T14:00:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY MCGEE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SW BROADWAY SUITE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836622391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD W NAITO MD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 5032949440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 NW 23RD PLACE 6-152 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN ANDERSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5032949440 | PhoneNum |
| Signature | 2023-10-17 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTIN | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY MCGEE | PreparerPersonNm |
| PTIN | P00743279 | PTIN |
| Phone | 5032222515 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,802,596 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,587,773 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $815 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $695,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $695,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $593,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,112,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $593,655 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49,627 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,590 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,927,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,319,984 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $86,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $875 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $875 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,902 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,951 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,951 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,693 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $137,043 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $903 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,986 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,341 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $456,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,114,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,114,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,571,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,215,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,356,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,099,971 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,532,372 | CashBOYAmt |
| Cash EOY | $354,769 | CashEOYAmt |
| Cash EOYFMV | $354,769 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,200,840 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,704,566 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,704,566 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,937,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,752,254 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,752,254 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,372,278 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,866,651 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,866,651 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $27,196,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,124,356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,124,356 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,239,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,802,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,802,596 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,239,889 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,802,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,239,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,802,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,239,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,802,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,239,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,356,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,596,441 | SubtotalAmt |
| Other Decreases | $7,793,845 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,802,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,112,327 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,518,672 | CostOrOtherBasisAmt |
| Gain Or Loss | $593,655 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $593,655 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $593,655 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,564 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,564 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57,274 | OverpaymentAmt |
| Applied To ES Tax | $57,274 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RWNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN MATLOCK JONES ASSOCIATES | IndividualWithBooksNm |
| Phone | 5032429360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 SW 1ST AVE STE 201 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH ANDERSON | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | PRESIDENT/TRUSTEE | 3.00 | $12,000 | $0 | $0 |
| KRISTIN ANDERSON | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE AND EXECUTIVE DIRECTOR | 24.00 | $72,000 | $0 | $0 |
| ANDREW MCDONNELL | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| ANNE NAITO-CAMPBELL | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKER CAPITAL MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 SW 5TH AVENUE SUITE 2185 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $190,693 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,201,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $780,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,749,877 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,731,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,731,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $580,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,150,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,907,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,907,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,290 | TotalTaxAmt |
| Distributable Before Adj | $1,892,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,912,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,912,225 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,215,089 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,215,089 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,912,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,225,215 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $987,426 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,592,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,804,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,215,089 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,912,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,302,864 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,107,821 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,107,821 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,225,215 | ExcessFromYear3Amt |
| Excess From Year2 | $987,426 | ExcessFromYear2Amt |
| Excess From Year1 | $2,592,316 | ExcessFromYear1Amt |
| Excess From Current Year | $1,302,864 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | APPLICATIONS ARE ACCEPTED THROUGH O | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HTTPS//WWWGRANTINTERFACECOM/HOME/LO | AddressLine1Txt |
| Address Line2 | ONURLKEYRWNMD | AddressLine2Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5032949440 | RecipientPhoneNum |
| Recipient Email Address | INFO@RWNFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS MUST FIRST COMPLETE A LETTER OF INQUIRY (LOI). THE LOI NEEDS TO INCLUDE THE ORGANIZATIONS MISSION, NEED AND REQUEST FOR FUNDS. ONCE THE LOI HAS BEEN ACCEPTED, A FULL APPLICATION CAN BE COMPLETED ON THE FOUNDATION'S WEBSITE. THE FULL APPLICATION SHOULD INCLUDE THE PROJECT DETAILS, THE PROJECTED OUTCOME, PAST OUTCOMES, AS WELL AS SUPPORTING INFORMATION INCLUDING PAST AND CURRENT YEARS BUDGET, AUDITED FINANCIAL STATEMENTS (IF APPLICABLE), COPY OF FORM 990, LIST OF THE BOARD OF DIRECTORS, A COPY OF THE ORGANIZATION'S IRS DETERMINATION LETTER AND PHOTOS OF THEIR WORK. LOI'S ARE DUE BETWEEN FEB 2 - MARCH 5 FOR SPRING CYCLE AND JULY 2 - 30 FOR FALL CYCLE. APPLICATIONS MUST BE SUBMITTED BETWEEN MARCH 29 - APRIL 30 FOR SPRING CYCLE AND AUGUST 31 - OCTOBER 1 FOR FALL CYCLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LOI'S DUE BETWEEN 2/2 - 3/5 AND 7/2 - 7/30 APPLICATIONS DUE 3/29 - 4/30 AND 8/31 - 10/1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | US AND GLOBAL INITIATIVES IN THE REALMS OF HEALTH AND HEALTH EQUITY, SUSTAINABLE COMMUNITIES (SOCIAL JUSTICE/WELLNESS), CLIMATE/ENVIRONMENT, AND OREGON-BASED INITIATIVES IN ART AND EDUCATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABORTION CARE NETWORKKEEP OUR CLINICS | |||||||||||
| 1300 I STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING | $7,000 | |||||
| ADELANTE MUJERES | |||||||||||
| 2030 MAIN ST SUITE A | FOREST GROVE | OR | 97116 | PC | GENERAL OPERATING | $15,000 | |||||
| AFRICA CHECK | |||||||||||
| PC EQUIVALENCY DETER | GENERAL OPERATING GRANT TO SOUTH AFRICAN NONPROFIT W/ EQUIVALENCY DETERMINATION | $40,000 | 12TH FLOOR UNIVERSITY CORNER CNR | JORISSEN AND BERTHA STREETS | JOHANNESBURG | SF | |||||
| AGE | |||||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | PC | OREGON'S COMPREHENSIVE PLAN FOR LIVING AND AGING | $45,000 | |||||
| ALASKA COMMUNITY ACTION ON TOXICS | |||||||||||
| 1225 E INTERNATIONAL AIRPORT RD | ANCHORAGE | AK | 995181410 | PC | GENERAL OPERATING | $40,000 | SUITE 220 | ||||
| AMAZON WATCH | |||||||||||
| 520 THIRD STREET SUITE 108 | OAKLAND | CA | 94607 | PC | GENERAL OPERATING | $50,000 | |||||
| ANTHROPOCENE ALLIANCE - ROSEWOOD STRONG | |||||||||||
| 105 NE BAY AVENUE | MICANOPY | FL | 32667 | PC | ADVOCATING AND PROJECT EFFORTS IN CLIMATE MIGRATION | $5,000 | |||||
| ANTHROPOCENE ALLIANCE | |||||||||||
| 105 NE BAY AVENUE | MICANOPY | FL | 32667 | PC | EXPANDING FRONTLINE ACTIVISM ON CLIMATE MITIGATION | $40,000 | |||||
| APANO COMMUNITIES UNITED FUND | |||||||||||
| 8188 SE DIVISION STREET | PORTLAND | OR | 97206 | PC | GENERAL OPERATING | $30,000 | |||||
| ARTS COUNCIL OF PENDLETON | |||||||||||
| 214 NORTH MAIN STREET | PENDLETON | OR | 97801 | PC | ARTS COUNCIL OF PENDLETON - GENERAL OPERATING SUPPORT | $15,000 | |||||
| ASSIST | |||||||||||
| 4412 S BARBUR BLVD SUITE 200 | PORTLAND | OR | 97239 | PC | GENERAL OPERATING | $15,000 | |||||
| BAKER RELIEF NURSERY | |||||||||||
| 1925 16TH STREET | BAKER CITY | OR | 97814 | PC | GENERAL OPERATING FOR BAKER RELIEF NURSERY TO SUPPORT OUR YOUNGEST COMMUNITY MEMBERS | $15,000 | |||||
| BAYVIEW HUNTERS POINT COMMUNITY ADVOCATES | |||||||||||
| 2095 JERROLD AVENUE SUITE 100 | SAN FRANCISCO | CA | 94124 | PC | GENERAL OPERATING | $10,000 | |||||
| BLACK FOOD SOVEREIGNTY COALITION | |||||||||||
| 5020 NE MLK JR BLVD SUITE F | PORTLAND | OR | 97211 | PC | THE HEALING SPACE | $20,000 | |||||
| BOOM ARTS | |||||||||||
| 3121 SW MOODY AVENUE SUITE 200 | PORTLAND | OR | 97239 | PC | GENERAL OPERATING | $15,000 | |||||
| BOOST OREGON | |||||||||||
| PO BOX 8635 | PORTLAND | OR | 97207 | PC | CAPACITY BUILDING | $25,000 | |||||
| BRIGID ALLIANCE | |||||||||||
| PO BOX 58 PLANETARIUM STATION | NEW YORK | NY | 10024 | PC | GENERAL OPERATING | $7,000 | |||||
| BUILDING HEALTHY FAMILIES | |||||||||||
| 207 NE PARK STREET | ENTERPRISE | OR | 97828 | PC | WALLOWA BICYCLE PLAYGROUND PARK | $5,000 | |||||
| CALDERA | |||||||||||
| 224 NW 13TH AVENUE SUITE 304 | PORTLAND | OR | 97209 | PC | YOUTH ARTS MENTORING PROGRAM | $7,500 | |||||
| CALL TO SAFETY | |||||||||||
| PO BOX 42610 | PORTLAND | OR | 97242 | PC | INCREASE CRISIS LINE SUSTAINABILITY | $25,000 | |||||
| CAPACES LEADERSHIP INSTITUTE | |||||||||||
| 356 YOUNG STREET | WOODBURN | OR | 97071 | PC | GENERAL OPERATING | $20,000 | |||||
| CLACKAMAS SERVICE CENTER | |||||||||||
| 8800 SE 80TH AVENUE | PORTLAND | OR | 97206 | PC | SUPPORT CLACKAMAS SERVICE CENTER AS WE STEP INTO A LEADERSHIP ROLE IN CLACKAMAS COUNTY FOOD SECURITY | $20,000 | |||||
| CLASSROOM LAW PROJECT | |||||||||||
| 620 SW MAIN STREET SUITE 102 | PORTLAND | OR | 97205 | PC | OREGON CIVICS REACH EXPANSION AND THE CIVICS EDUCATION ACT | $10,000 | |||||
| CLEVELAND LEAD ADVOCATES FOR SAFE HOUSING | |||||||||||
| 18115 HARVARD ROAD | CLEVELAND | OH | 44128 | PC | GENERAL OPERATING | $5,000 | |||||
| COALITION OF COMMUNITIES OF COLOR | |||||||||||
| 221 NW 2ND AVENUE SUITE 303 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING | $50,000 | |||||
| CRAG LAW CENTER | |||||||||||
| 3141 E BURNSIDE STREET | PORTLAND | OR | 97214 | PC | GENERAL OPERATING | $20,000 | |||||
| DIGITAL DEMOCRACY | |||||||||||
| 2443 FILLMORE STREET SUITE | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING | $30,000 | 380-17460 | ||||
| EARTHRIGHTS | |||||||||||
| 1612 K STREET NW SUITE 800 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING FOR CLIMATE JUSTICE ADVOCACY & LITIGATION PROJECTS | $40,000 | |||||
| ECOLOGY IN CLASSROOMS AND OUTDOORS | |||||||||||
| PO BOX 90293 | PORTLAND | OR | 97290 | PC | CLIMATE ACTION CURRICULUM DEVELOPMENT AND PILOT PROGRAM | $15,000 | |||||
| ELKTON COMMUNITY EDUCATION CENTER | |||||||||||
| PO BOX 684 | ELKTON | OR | 97436 | PC | ELKTON WELLNESS PROJECT | $25,000 | |||||
| EMERALD CITIES COLLABORATIVE | |||||||||||
| 1140 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 200364003 | PC | EQUITABLE BUILDING ELECTRIFICATION FUND: A COLLABORATION FOR FRONTLINE COMMUNITIES | $10,000 | 900B | ||||
| EQUITY PROJECT OF JOSEPHINE COUNTY (NEWMAN UNITED METHODIST CHURCH) | |||||||||||
| 106 NW F STREET SUITE 951 | GRANTS PASS | OR | 97526 | PC | CAPACITY BUILDING- COMMUNITY OUTREACH FOR EQUITY | $5,000 | |||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN STREET FLOOR 2 | LONGMONT | CO | 80501 | PC | NOURISHING NATIVE FOODS/HEALTH INITIATIVE TO BUILD INDIGENOUS FOOD SYSTEMS | $25,000 | |||||
| FOUND IN TRANSLATION | |||||||||||
| 1532B DORCHESTER AVENUE | BOSTON | MA | 02122 | PC | MULTI-YEAR GENERAL OPERATING SUPPORT | $30,000 | |||||
| FOUR RIVERS CULTURAL CENTER | |||||||||||
| 676 SW 5TH AVENUE | ONTARIO | OR | 97914 | PC | 4,600 SQUARE YARDS OF CARPETING -- BEFORE WE ROLL OUT THE RED CARPET! | $25,000 | |||||
| FRIENDS OF THE CHILDREN OF THE KALAMA BASIN | |||||||||||
| 3837 ALTAMONT DRIVE | KLAMATH FALLS | OR | 97603 | PC | YEAR 2 OF 2. GENERAL OPERATING SUPPORT. | $20,000 | |||||
| FRIENDS OF TRYON CREEK | |||||||||||
| 11321 S TERWILLIGER BLVD | PORTLAND | OR | 97219 | PC | PATHWAY TO AN INCLUSIVE FOREST COMMUNITY AT TRYON CREEK | $10,000 | |||||
| FRONT AND CENTERED | |||||||||||
| 1501 E MADISON STREET SUITE 250 | SEATTLE | WA | 98122 | PC | FRONT AND CENTERED | $40,000 | |||||
| GLOBAL GREENGRANTS FUND | |||||||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| GRACE HEALTHCARE SERVICES | |||||||||||
| 2611 NW 37TH TERRACE | GAINESVILLE | FL | 326052641 | PC | WOMEN'S CLINIC (WITH ALACHUA AREA MEDICAL RESERVE CORPS) GENERAL OPERATING GRANT | $20,000 | |||||
| GREENING HAITI FUND | |||||||||||
| 82 LANGSFORD STREET | GLOUCESTER | MA | 01930 | PC | GENERAL OPERATING | $20,000 | |||||
| GROWING GARDENS | |||||||||||
| 3114 SE 50TH AVENUE | PORTLAND | OR | 97206 | PC | GENERAL OPERATING | $15,000 | |||||
| GULLAHGEECHEE AGEL NETWORK | |||||||||||
| 106 GREEN MEADOW DRIVE | GOOSE CREEK | SC | 29445 | PC | DECLINATION GRANT | $5,000 | |||||
| HEALTHY BUILDING NETWORK | |||||||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | PC | HOMEFREE: ADVANCING HEALTH IN MARGINALIZED COMMUNITIES CAUSED BY TOXICS EXPOSURES | $40,000 | |||||
| HERETOGETHER | |||||||||||
| PO BOX 11510 | PORTLAND | OR | 97211 | PC | GENERAL OPERATING | $20,000 | |||||
| HIMALAYAN CATARACT PROJECT | |||||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | PC | GENERAL OPERATING | $25,000 | |||||
| IFWHENHOW | |||||||||||
| 1714 FRANKLIN STREET SUITE 100-393 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING | $8,000 | |||||
| ILLINOIS VALLEY COMMUNITY DEVELOPMENT ORGANIZATION | |||||||||||
| PO BOX 1824 | CAVE JUNCTION | OR | 97523 | PC | DECLINATION GRANT | $5,000 | |||||
| INDEPENDENT PUBLISHING RESOURCE CENTER | |||||||||||
| 318 SE MAIN STREET SUITE 155 | PORTLAND | OR | 972143303 | PC | 2023 YOUTH & ALL AGES PROGRAMMING | $15,000 | |||||
| IPAS | |||||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | PC | ACCELERATING REPRODUCTIVE JUSTICE, HEALTH, AND RIGHTS GLOBALLY | $40,000 | |||||
| JACKSON COUNTY SART | |||||||||||
| 2305 ASHLAND STREET C-418 | ASHLAND | OR | 97520 | PC | SCHOOLS SEXUAL VIOLENCE PREVENTION PROJECT | $30,000 | |||||
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL OPERATING | $40,000 | |||||
| LAN SU CHINESE GARDEN | |||||||||||
| 220 NW 2ND AVENUE SUITE 1050 | PORTLAND | OR | 97209 | PC | A LEGACY OF ACCOMPLISHMENT: CULTURAL IMPACT AND A SUSTAINABLE FUTURE (GENERAL OPERATING) | $25,000 | |||||
| LANE ARTS COUNCIL | |||||||||||
| 174 EAST 16TH AVENUE SUITE 125 | EUGENE | OR | 97401 | PC | ARTS EDUCATION: ARTIST RESIDENCIES & CREATIVE LINK | $10,000 | |||||
| LATINO COMMUNITY ASSOCIATION | |||||||||||
| 2680 NE TWIN KNOLLS DRIVE SUITE 110 | BEND | OR | 97703 | PC | EXECUTIVE ASSISTANT TO EXEC. DIRECTOR | $25,000 | |||||
| LIBERTY HOUSE | |||||||||||
| 2685 4TH STREET NE | SALEM | OR | 97301 | PC | ACCESS TO FRONTLINE PEDIATRIC CARE | $25,000 | |||||
| LOCAL ENVIRONMENTAL ACTION DEMANDED (LEAD) AGENCY INC | |||||||||||
| 19289 S 4403 DRIVE | VINITA | OK | 74301 | PC | GENERAL OPERATING | $20,000 | |||||
| MARINE CONSERVATION INSTITUTE | |||||||||||
| 1914 N 34TH STREET SUITE 400 | SEATTLE | WA | 981039090 | PC | GENERAL OPERATING | $25,000 | |||||
| MIRACLE THEATRE GROUP | |||||||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | PC | TEATRO MILAGRO ARTS EDUCATION PROGRAMMING THREE-YEAR SUPPORT REQUEST | $10,000 | |||||
| MOVEMENT ADVANCEMENT PROJECT | |||||||||||
| 1905 15TH STREET SUITE 1097 | BOULDER | CO | 80306 | PC | BUILDING AND SUSTAINING THE LGBTQ MOVEMENT TODAY AND INTO THE FUTURE | $40,000 | |||||
| MUSIC WORKSHOP | |||||||||||
| 4804 SW SCHOLLS FERRY ROAD | PORTLAND | OR | 97225 | PC | GENERAL OPERATING | $20,000 | |||||
| NATIONAL PARTNERSHIP FOR NEW AMERICANS | |||||||||||
| 1805 S ASHLAND AVENUE | CHICAGO | IL | 60608 | PC | GENERAL OPERATING FOR WE ARE ALL AMERICA | $40,000 | |||||
| NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE | |||||||||||
| PO BOX 675 | FLAGSTAFF | AZ | 86002 | PC | NAFSA SEED TO TABLE, RWN GENERAL OPERATING SUPPORT | $40,000 | |||||
| NATIVE ARTS AND CULTURES FOUNDATION | |||||||||||
| 1020 SE 7TH AVENUE UNIT 14460 | PORTLAND | OR | 972142387 | PC | GENERAL OPERATING SUPPORT FOR NATIVE ARTS AND CULTURES FOUNDATION | $10,000 | |||||
| NEED FUND DOING BUSINESS AS NORTHWEST WORKERS' JUSTICE PROJECT | |||||||||||
| 812 SW WASHINGTON SUITE 225 | PORTLAND | OR | 97205 | PC | THE MOVEMENT FOR HEALTHY WORKPLACES PROJECT | $20,000 | |||||
| NORTHWEST PILOT PROJECT | |||||||||||
| 1430 SW BROADWAY SUITE 200 | PORTLAND | OR | 97201 | PC | ADDRESSING HOUSING CHALLENGES OF LOW-INCOME OLDER ADULTS | $20,000 | |||||
| NURTURELY | |||||||||||
| 1472 WILSON COURT | EUGENE | OR | 974023357 | PC | GENERAL OPERATING SUPPORT FOR PERINATAL HEALTH EQUITY | $30,000 | |||||
| OCEAN CONSERVANCY | |||||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON DC | DC | 20036 | PC | CURBING GLOBAL SHIPPING AND PORT EMISSIONS | $20,000 | |||||
| OIL CHANGE INTERNATIONAL | |||||||||||
| 714 G STREET SE SUITE 202 | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING | $50,000 | |||||
| OREGON BALLET THEATRE | |||||||||||
| 720 S BANCROFT STREET | PORTLAND | OR | 97239 | PC | EDUCATION & COMMUNITY ENGAGEMENT (E\CE): 2022/23 SCHOOL YEAR | $10,000 | |||||
| OREGON CHILD ABUSE SOLUTIONS | |||||||||||
| 4300 NE FREMONT STREET SUITE 220 | PORTLAND | OR | 97213 | PC | EXPANDING ACCESS TO TRAUMA-INFORMED, CULTURALLY-RESPONSIVE CHILD ABUSE INVEST. ACROSS OR. | $30,000 | |||||
| OREGON ENVIRONMENTAL COUNCIL | |||||||||||
| 222 NW DAVIS STREET SUITE 309 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING | $30,000 | |||||
| OREGON FARM TO SCHOOL & SCHOOL GARDEN NETWORK | |||||||||||
| C/O CASCADE PACIFIC RCD 847 NW | CORVALLIS | OR | 97330 | PC | DECLINATION GRANT | $5,000 | MONROE AVENUE | ||||
| OREGON FUTURES LAB A FISCALLY SPONSORED PROJECT OF THE TIDES FOUNDATION | |||||||||||
| 221 NW 2ND AVENUE SUITE 301 | PORTLAND | OR | 97209 | PC | PROGRAM SUPPORT FOR OREGON FUTURES LAB ED FUND, A FISCALLY SPONSORED PROJECT OF TIDES FOUNDATION | $20,000 | |||||
| OREGON HEALTH CARE INTERPRETERS ASSOCIATION | |||||||||||
| 9220 SW BARBUR BLVD SUITE 119-315 | PORTLAND | OR | 97219 | PC | INTERPRETER TRAINING FOR IMMIGRANTS/REFUGEES W/ A TARGETED FOCUS ON AFGHANS | $30,000 | |||||
| OREGON HEALTH SCIENCES UNIVERSITY FOUNDATION | |||||||||||
| 2020 SW 4TH AVENUE SUITE 900 | PORTLAND | OR | 97201 | PC | FINAL INSTALLMENT OF OHSU CENTER FOR ETHICS ENDOWED PROFESSORSHIP | $300,000 | |||||
| OREGON HEALTH SCIENCES UNIVERSITY FOUNDATION | |||||||||||
| 2020 SW 4TH AVENUE SUITE 900 | PORTLAND | OR | 97201 | PC | FINAL INSTALLMENT OF OHSU/PSU SCHOOL OF PUBLIC HEALTH ENDOWMENT | $100,000 | |||||
| OREGON SCHOOL-BASED HEALTH ALLIANCE | |||||||||||
| 401 NE 19TH AVENUE SUITE 200 | PORTLAND | OR | 97232 | PC | YOUTH VOICES FOR YOUTH HEALTH | $15,000 | |||||
| OUTFRONT MINNESOTA COMMUNITY SERVICES | |||||||||||
| 2446 UNIVERSITY AVENUE W SUITE 112 | ST PAUL | MN | 55114 | PC | OUTFRONT MINNESOTA COMMUNITY SERVICES GENERAL OPERATING | $20,000 | |||||
| OUR VILLAGE GARDENS | |||||||||||
| 4632 N TRENTON STREET | PORTLAND | OR | 97203 | PC | DECLINATION GRANT | $5,000 | |||||
| PARTNERS FOR A HUNGER FREE OREGON | |||||||||||
| PO BOX 14250 | PORTLAND | OR | 97293 | PC | FOOD FOR ALL OREGONIANS | $20,000 | |||||
| PARTNERSHIP FOR SAFETY & JUSTICE | |||||||||||
| 221 NW 2ND AVENUE SUITE 200 | PORTLAND | OR | 97209 | PC | REQUEST FOR GENERAL OPERATING SUPPORT | $25,000 | |||||
| PECAN STREET | |||||||||||
| 3924 BERKMAN DRIVE | AUSTIN | TX | 78723 | PC | GENERAL OPERATING SUPPORT FOR PECAN STREET CENTER FOR RACE ENERGY & CLIMATE JUSTICE | $10,000 | |||||
| POLITISIT | |||||||||||
| PO BOX 9183 | PORTLAND | OR | 97207 | PC | GENERAL OPERATING COSTS FOR PROGRAM EXPANSIONS | $15,000 | |||||
| PORTLAND PLAYHOUSE | |||||||||||
| 602 NE PRESCOTT STREET | PORTLAND | OR | 97211 | PC | THE DEVELOPMENT & PREMIERE OF MULTI-MEDIA PERFORMANCE: THE SOUNDS OF AFROLITICAL | $10,000 | |||||
| PORTLAND REFUGEE SUPPORT GROUP | |||||||||||
| 10175 SW BARBUR BLVD SUITE 102B | PORTLAND | OR | 97210 | PC | GENERAL OPERATING | $40,000 | |||||
| PORTLAND STATE UNIVERSITY | |||||||||||
| PO BOX 243 SUITE 730 | PORTLAND | OR | 97207 | PC | CHOIR TA-SHIP | $15,000 | |||||
| PORTLAND STREET MEDICINE | |||||||||||
| 825 NE MULTNOMAH STREET SUITE 240 | PORTLAND | OR | 97232 | PC | CRITICAL CARE FOR PEOPLE LIVING OUTSIDE | $25,000 | |||||
| PROGRESSIVE MULTIPLIER FUND | |||||||||||
| 1802 VERNON STREET NW SUITE 1122 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING | $25,000 | |||||
| PROFILE THEATRE PROJECT | |||||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | PC | CORNERSTONE THEATRE PARTNERSHIP TO PRODUCE A NEW PLAY WITH, BY & FOR YOUNG, STRAIGHT MEN OF COLOR | $10,000 | |||||
| PROJECT YOUTH | |||||||||||
| PO BOX 1407 | GRANTS PASS | OR | 97528 | PC | GENERAL OPERATING FUNDS FOR PROJECT YOUTH+ | $20,000 | |||||
| PURPOSE FOCUSED ALTERNATIVE LEARNING CORP | |||||||||||
| PO BOX 286 628-B INDIAN ROUTE 9402 | LUPTON | AZ | 86508 | PC | DECLINATION GRANT | $5,000 | |||||
| Q CENTER | |||||||||||
| 4115 N MISSISSIPPI AVENUE | PORTLAND | OR | 97217 | PC | GENERAL OPERATING | $15,000 | |||||
| RAHAB'S SISTERS | |||||||||||
| PO BOX 90234 | PORTLAND | OR | 972900234 | PC | SUSTAINING EXPANDED PROGRAMMING TO SERVE MARGINALIZED PORTLAND RESIDENTS | $20,000 | |||||
| RAICES DE BIENESTAR | |||||||||||
| 2459 SE TUALITIN VALLEY HWY PMB 104 | HILLSBORO | OR | 97123 | PC | GENERAL OPERATING | $25,000 | |||||
| RAINFOREST ACTION NETWORK | |||||||||||
| 425 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94108 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| RAPHAEL HOUSE OF PORTLAND | |||||||||||
| 4110 SE HAWTHORNE BLVD SUITE 503 | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| READING RESULTS | |||||||||||
| 3115 NE SANDY BLVD SUITE 229 | PORTLAND | OR | 97232 | PC | READING ACCESS FOR ALL AMID COVID RECOVERY | $15,000 | |||||
| RED LODGE TRANSITION SERVICES | |||||||||||
| PO BOX 55157 | PORTLAND | OR | 97238 | PC | KEEPING THE FIRES BURNING | $20,000 | |||||
| REJOICE DIASPORA DANCE THEATRE | |||||||||||
| 835 NE 127TH AVENUE | PORTLAND | OR | 97230 | PC | GENERAL OPERATING | $10,000 | |||||
| REZ REFUGE | |||||||||||
| 106 OLD RIO PUERCO | FORT DEFIANCE | AZ | 86504 | PC | GENERAL OPERATING - DECLINATION | $5,000 | |||||
| RISKREWARD | |||||||||||
| PO BOX 14128 | PORTLAND | OR | 97293 | PC | GENERAL OPERATING | $8,000 | |||||
| ROGUE ACTION CENTER | |||||||||||
| PO BOX 674 | TALENT | OR | 97540 | PC | DISASTER RELIEF TEAM | $15,000 | |||||
| ROGUE CLIMATE | |||||||||||
| PO BOX 1980 | PHOENIX | OR | 97535 | PC | GENERAL OPERATING | $30,000 | |||||
| ROGUE VALLEY FARM TO SCHOOL | |||||||||||
| POBOX 898 | ASHLAND | OR | 97520 | PC | GENERAL OPERATING | $20,000 | |||||
| RURAL ORGANIZING PROJECT | |||||||||||
| PO BOX 664 | COTTAGE GROVE | OR | 97424 | PC | GENERAL OPERATING | $40,000 | |||||
| SALEM KEIZER COALITION FOR EQUALITY | |||||||||||
| 3850 PORTLAND ROAD NE SUITE 100 | SALEM | OR | 97301 | PC | GENERAL OPERATING | $15,000 | |||||
| SAVING GRACE IMAGINE LIFE WITHOUT VIOLENCE | |||||||||||
| 1004 NW MILWAUKEE AVENUE SUITE 100 | BEND | OR | 97703 | PC | SYSTEM NAVIGATION FOR SURVIVORS OF INTIMATE PARTNER VIOLENCE, SEXUAL ASSAULT AND STALKING | $20,000 | |||||
| SIGHTLIFE | |||||||||||
| 1200 6TH AVENUE SUITE 300 | SEATTLE | WA | 98101 | PC | CORNEAL BLINDNESS PREVENTION IN NEPAL AND INDIA | $20,000 | |||||
| SIGHTLINE INSTITUTE | |||||||||||
| 1402 THIRD AVENUE SUITE 500 | SEATTLE | WA | 98101 | PC | OP. SUPPORT OF RESEARCH & COMM. ADVANCING SMART, SUSTAINABLE SOLUTIONS FOR CASCADIA | $30,000 | |||||
| SOLIDARITY ENGINEERING | |||||||||||
| 1731 SEPVIVA STREET | PHILIDELPHIA | PA | 19107 | PC | GENERAL OPERATING | $40,000 | |||||
| TAKOHACHI | |||||||||||
| 2619 SE 63RD AVENUE | PORTLAND | OR | 97206 | PC | GENERAL OPERATING | $7,000 | |||||
| TANANAWIT | |||||||||||
| PO BOX 1419 | WARM SPRINGS | OR | 97761 | PC | GENERAL OPERATING | $15,000 | |||||
| TANZANIAN CHILDREN'S FUND | |||||||||||
| 14 ALBERTA TERRACE UNIT 1 | CAMBRIDGE | MA | 02140 | PC | HEALTH EQUITY AND ACCESS FOR THE OLDEANI COMMUNITY IN NORTHERN TANZANIA | $15,000 | |||||
| THE CHISHOLM LEGACY PROJECT CO COMMUNITY INITIATIVES (FISCAL SPONSOR) | |||||||||||
| PO BOX 1031 | BURTONSVILLE | MD | 20866 | PC | THE CHISHOLM LEGACY PROJECT | $20,000 | |||||
| THE IMMIGRANT STORY | |||||||||||
| 1915 NE STUCKI AVENUE SUITE 308 | HILLSBORO | OR | 97006 | PC | GENERAL OPERATING | $15,000 | |||||
| THE INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION | |||||||||||
| 1500 K STREET NW SUITE 650 | WASHINGTON | DC | 20005 | PC | STRENGTHENING ICCT'S CAPACITY TO DECARBONIZE THE GLOBAL TRANSPORT SECTOR | $50,000 | |||||
| THE JOHNS HOPKINS CENTER FOR GUN VIOLENCE SOLUTIONS | |||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PC | GENERAL OPERATING | $25,000 | |||||
| THE JOSEPHY CENTER FOR ARTS AND CULTURE | |||||||||||
| PO BOX 949 | JOSEPH | OR | 97846 | PC | EXHIBITS AND PROGRAMS FOR THE COMMUNITY 2022-2023 | $20,000 | |||||
| THE PORTLAND CLINIC FOUNDATION | |||||||||||
| 1221 SW YAMHILL STREET SUITE 400 | PORTLAND | OR | 97205 | PC | CAPACITY BUILDING FOR GRANTMAKING | $30,000 | |||||
| THE SHADOW PROJECT | |||||||||||
| 2154 NE BROADWAY SUITE 130 | PORTLAND | OR | 97232 | PC | GENERAL OPERATING | $20,000 | |||||
| TOWER THEATRE FOUNDATION | |||||||||||
| PO BOX 1378 | BEND | OR | 97709 | PC | RED DOOR PROJECTS' THE EVOLVE EXPERIENCE AND STAGE THE CHANGE: A CONFERENCE FOR HIGH SCHOOL STUDENTS | $10,000 | |||||
| TRANSPONDER | |||||||||||
| 541 WILLAMETTE STREET SUITE 310 | EUGENE | OR | 97401 | PC | CAPACITY BUILDING SUPPORT | $15,000 | |||||
| UNIVERSITY OF WASHINGTON CARBON LEADERSHIP FORUM | |||||||||||
| UNIVERSITY OF WASHINGTON PO BOX | SEATTLE | WA | 98195 | PC | CAPACITY BUILDING TO SUPPORT NETWORK ENGAGEMENT AND COLLECTIVE ACTION | $50,000 | 355720 | ||||
| VOCES UNIDOS DE LAS MONTANAS | |||||||||||
| PO BOX 3157 | GLENWOOD SPRINGS | CO | 81602 | PC | GENERAL OPERATING--DECLINATION SUPPORT | $5,000 | |||||
| WALLOWA RESOURCES | |||||||||||
| 401 NE 1 STREET SUITE A | ENTERPRISE | OR | 97828 | PC | GENERAL OPERATING | $20,000 | |||||
| WE ARE HEALERS | |||||||||||
| 5119 NE 27TH AVENUE | PORTLAND | OR | 97211 | PC | CAPACITY BUILDING | $10,000 | |||||
| WEST STREET RECOVERY | |||||||||||
| 2012 EMANCIPATION STREET | HOUSTON TX | TX | 77003 | PC | GENERAL OPERATING | $10,000 | |||||
| WOMEN'S FOUNDATION OF OREGON | |||||||||||
| 221 NW 2ND AVENUE SUITE 302 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING | $25,000 | |||||
| WRITE AROUND PORTLAND | |||||||||||
| 133 SW 2ND AVENUE SUITE 304 | PORTLAND | OR | 97204 | PC | GENERAL OPERATING | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,114,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $815 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $695,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $593,655 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME FROM PASS-THROUGH INVEST - CRAFT 3 | 14 | $29,507 |
| OTHER INT/DIV FROM PASS-THROUGH INVEST - GROSVENOR | 14 | $83 |
| RECOVERY OF PY GRANT | 01 | $20,000 |
| LITIGATION DISTRIBUTION | 01 | $37 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,340,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,340,021 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF RONALD W NAITO MD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2705 NW WESTOVER ROAD | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,587,773 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GARY MCGEE & CO. - TAX AND ACCOUNTING SERVICES | CategoryTxt |
| Amt | $5,902 | Amt |
| Net Investment Income | $2,951 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,951 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERSHIRE HATHWAY | $49,785 | $49,785 |
| CVS HEALTH CORP | $154,328 | $154,328 |
| DUKE ENERGY PROGR | $148,881 | $148,881 |
| INTEL CORP | $150,567 | $150,567 |
| KEYCORP | $152,435 | $152,435 |
| MICROSOFT CORP | $157,186 | $157,186 |
| MORGAN STANLEY | $117,702 | $117,702 |
| NIKE, INC. | $147,588 | $147,588 |
| PAYPAL HOLDINGS | $131,457 | $131,457 |
| SIMON PROPERTY G | $158,393 | $158,393 |
| STATE STREET CORP | $136,242 | $136,242 |
| TARGET CORP | $148,335 | $148,335 |
| THE ALLSTATE CORP | $158,826 | $158,826 |
| TRUIST BANK | $54,926 | $54,926 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $244,159 | $244,159 |
| AIR PROD & CHEMICALS | $262,021 | $262,021 |
| ALPHABET INC. | $270,425 | $270,425 |
| AMGEN INC. | $179,908 | $179,908 |
| BLACKBAUD INC. | $189,235 | $189,235 |
| BLACKROCK INC. | $415,257 | $415,257 |
| COLUMBIS SPORTSWEAR | $205,813 | $205,813 |
| DANONE | $171,710 | $171,710 |
| EATON CORP PLC | $191,479 | $191,479 |
| ECOLAB INC | $272,925 | $272,925 |
| EDWARDS LIFESCIENCES | $178,691 | $178,691 |
| EMERSON ELECTRIC CO | $222,379 | $222,379 |
| FIRST REPUBLIC BANK | $272,424 | $272,424 |
| GOLDMAN SACHS GROUP | $264,403 | $264,403 |
| HOLOGIC INC | $246,125 | $246,125 |
| HOME DEPOT INC | $292,171 | $292,171 |
| JOHNSON & JOHNSON | $220,636 | $220,636 |
| MEDTRONIC PLC | $144,948 | $144,948 |
| MICROSOFT CORP | $311,526 | $311,526 |
| MORGAN STANLEY | $259,311 | $259,311 |
| PAYPAL HOLDINGS INCORPORATED | $143,864 | $143,864 |
| PROCTER & GAMBLE | $279,780 | $279,780 |
| QUEST DIAGNOSTIC INC | $297,236 | $297,236 |
| SALESFORCE COM | $176,345 | $176,345 |
| SAP SE | $243,528 | $243,528 |
| U S BANCORP | $232,223 | $232,223 |
| UNILEVER PLC | $157,092 | $157,092 |
| VISA INC | $228,536 | $228,536 |
| WALT DISNEY CO | $178,104 | $178,104 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,704,566 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,704,566 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALVERT INTERNATIONAL RE | FMV | $4,662,037 | $4,662,037 |
| CALVERT US LARGE CAP COR | FMV | $6,820,715 | $6,820,715 |
| CRAFT 3 | FMV | $2,000,000 | $2,000,000 |
| DODGE & COX INCOME | FMV | $2,560,068 | $2,560,068 |
| GROSVENOR ADVANCE FEEDER FUND, LP | FMV | $1,217,627 | $1,217,627 |
| ISHARES ESG AWARE MSCI | FMV | $1,744,210 | $1,744,210 |
| ISHARES ESG AWARE MSCI - USA SMALL CAP | FMV | $2,146,242 | $2,146,242 |
| REALTY INCOME CORP | FMV | $186,484 | $186,484 |
| VANGUARD GLBAL EX US | FMV | $697,199 | $697,199 |
| VANGUARD REAL ESTATE | FMV | $904,393 | $904,393 |
| VENTAS INC | FMV | $185,381 | $185,381 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THEDE CULPEPPER - LEGAL SERVICES | CategoryTxt |
| Legal Fees | $1,750 | LegalFeesAmt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $7,793,845 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $6,353 | $1,271 | $5,083 |
| OREGON CHARITY REGISTRATION FEE | $2,400 | $0 | $2,400 |
| OTHER INVESTMENT EXPENSES | $1,000 | $1,000 | $0 |
| INSURANCE | $964 | $193 | $771 |
| TRAINING | $848 | $170 | $678 |
| OTHER EXPENSES | $842 | $168 | $673 |
| MEMBERSHIPS AND SUBSCRIPTIONS | $795 | $159 | $636 |
| OFFICE EXPENSES | $125 | $25 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PASS-THROUGH INVEST - CRAFT 3 | $29,507 | $29,507 | $29,507 |
| OTHER INT/DIV FROM PASS-THROUGH INVEST - GROSVENOR | $83 | $83 | $83 |
| RECOVERY OF PY GRANT | $20,000 | $20,000 | |
| LITIGATION DISTRIBUTION | $37 | $37 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES - BECKER CAPITAL MANAGEMENT | CategoryTxt |
| Amt | $190,693 | Amt |
| Net Investment Income | $190,693 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $903 | $903 | $0 |
| FEDERAL TAXES | $136,140 | $0 | $0 |
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