RONALD W NAITO MD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RONALD W NAITO MD FOUNDATION (EIN 83-6622391)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-28
- IRS object ID
- 202500289349100715
- Schema version
- 2023v6.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-28T15:27:01-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2025-01-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YEE LEE MCGEE | PreparerPersonNm |
| PTIN | P01294356 | PTIN |
| Phone | 5032222515 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,830,815 | 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 | $19,970 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $751,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $722,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$691,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,343,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,523 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49,419 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $130,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $771,579 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $157,130 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,856 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,274 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,259 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,913 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,346 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $181 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,209 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $410 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,799 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $175,768 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,355 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,355 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,943 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $397 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,545 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,451 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,266 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $453,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $232,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,802,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,802,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,255,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $232,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,022,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,124,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $538,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $354,769 | CashBOYAmt |
| Cash EOY | $213,156 | CashEOYAmt |
| Cash EOYFMV | $213,156 | CashEOYFMVAmt |
| US Government Obligations BOY | $4,704,566 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,351,500 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,351,500 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,752,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,715,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,715,402 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,866,651 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,144,662 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,144,662 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,124,356 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,406,095 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,406,095 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,802,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,830,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,830,815 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000 | 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 | $36,802,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,828,815 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,802,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,828,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,802,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,830,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,802,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,124,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,151,121 | OtherIncreasesAmt |
| Subtotal | $38,828,815 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,828,815 | 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 | $23,343,347 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,034,889 | CostOrOtherBasisAmt |
| Gain Or Loss | -$691,542 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$691,542 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$691,542 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,487 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,274 | 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 | $7,487 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 MATLACK 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 | 40.00 | $133,130 | $26,983 | $0 |
| ANDREW MCDONNELL | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE | 1.00 | $0 | $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 | $175,768 | 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 | $34,412,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $411,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,219,754 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,043,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,043,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $570,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,473,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,873,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,873,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,487 | TotalTaxAmt |
| Distributable Before Adj | $1,866,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,866,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,866,169 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,022,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,022,830 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,866,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,225,215 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $987,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,592,316 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,302,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,107,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,022,830 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,866,169 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,156,661 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,264,482 | 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 | $7,264,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,225,215 | ExcessFromYear4Amt |
| Excess From Year3 | $987,426 | ExcessFromYear3Amt |
| Excess From Year2 | $2,592,316 | ExcessFromYear2Amt |
| Excess From Year1 | $1,302,864 | ExcessFromYear1Amt |
| Excess From Current Year | $1,156,661 | 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 (133 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A GREATER APPLEGATE | |||||||||||
| PO BOX 335 | JACKSONVILLE | OR | 97530 | PC | WORKING GROUPS AND NONPROFIT NETWORK | $10,000 | |||||
| AFRICA CHECK | |||||||||||
| PC EQUIVALENCY DETER | GENERAL OPERATING GRANT TO SOUTH AFRICAN NONPROFIT W/ EQUIVALANCY DETERMINATION | $40,000 | 12TH FLOOR UNIVERSITY CORNER CNR | JORISSEN AND BERTHA STREETS | JOHANNESBURG | SF | |||||
| AFRICAN WOMEN RISING | |||||||||||
| 801 COLD SPRING ROAD | SANTA BARBARA | CA | 93108 | PC | BREAKING THE CYCLE OF EXTREME POVERTY: A GRADUATION APPROACH IN NORTHERN UGANDA | $40,000 | |||||
| AFTER THE HARVEST | |||||||||||
| 6320 BROOKSIDE PLAZA SUITE 504 | KANSAS CITY | MO | 64113 | PC | REDUCING WASTE AND RESCUING PRODUCE FOR HUNGRY FAMILIES | $10,000 | |||||
| ALASKA COMMUNITY ACTION ON TOXICS | |||||||||||
| 1225 E INTERNATIONAL AIRPORT RD | ANCHORAGE | AK | 995181410 | PC | GENERAL OPERATING | $30,000 | SUITE 220 | ||||
| AMAZON FRONTLINES | |||||||||||
| 425 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94108 | PC | GENERAL OPERATING | $20,000 | |||||
| AMAZON WATCH | |||||||||||
| 520 THIRD STREET SUITE 108 | OAKLAND | CA | 94607 | PC | GENERAL OPERATING | $40,000 | |||||
| ANTHROPOCENE ALLIANCE | |||||||||||
| 105 NE BAY AVENUE | MICANOPY | FL | 32667 | PC | MOVEMENT BUILDING AND ACTIVISM | $40,000 | |||||
| ARTS COUNCIL OF PENDLETON | |||||||||||
| 214 NORTH MAIN STREET | PENDLETON | OR | 97801 | PC | GENERAL OPERATING | $15,000 | |||||
| ASIAN PACIFIC INSTITUTE ON GENDER-BASED VIOLENCE | |||||||||||
| 500 12TH STREET SUITE 330 | OAKLAND | CA | 94607 | PC | CAPACITY BUILDING FOR POLICY ADVOCACY PROGRAM | $15,000 | |||||
| BEYOND THESE WALLS | |||||||||||
| PO BOX 13006 | PORTLAND | OR | 97213 | PC | GENERAL OPERATING | $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 | INCREASE VACCINE CONFIDENCE AMONG NEW PARENTS | $20,000 | |||||
| CALDERA | |||||||||||
| 224 NW 13TH AVENUE SUITE 304 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING | $10,000 | |||||
| CAPACES LEADERSHIP INSTITUTE | |||||||||||
| 356 YOUNG STREET | WOODBURN | OR | 97071 | PC | GENERAL OPERATING | $20,000 | |||||
| CENTER FOR INTERCULTURAL ORGANIZING (DBA-UNITE OREGON) | |||||||||||
| 1390 SE 122ND AVENUE | PORTLAND | OR | 97233 | PC | GENERAL OPERATING | $15,000 | |||||
| CLACKAMAS WOMEN'S SERVICES | |||||||||||
| 256 WARNER MILNE ROAD | OREGON CITY | OR | 97045 | PC | YOUTH-FOCUSED DOMESTIC VIOLENCE INTERVENTION AND PREVENTION | $20,000 | |||||
| CLIMATE SCIENCE LEGAL DEFENSE FUND | |||||||||||
| 475 RIVERSIDE DRIVE SUITE 246 | NEW YORK | NY | 10015 | PC | GENERAL OPERATING | $25,000 | |||||
| CLIMATE SOLUTIONS | |||||||||||
| 1402 3RD AVENUE SUITE 1200 | SEATTLE | WA | 98102 | PC | GENERAL OPERATING | $25,000 | |||||
| COALITION OF COMMUNITIES OF COLOR | |||||||||||
| 221 NW 2ND AVENUE SUITE 303 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING | $40,000 | |||||
| COHO PRODUCTIONS | |||||||||||
| 2257 NW RALEIGH STREET | PORTLAND | OR | 97210 | PC | GENERAL OPERATING | $10,000 | |||||
| COLUMBIA GORGE ORCHESTRA ASSOCIATION | |||||||||||
| PO BOX 1019 | HOOD RIVER | OR | 97031 | PC | MUSIC FOR ALL - FREE JACKSON PARK SUMMER CONCERT SERIES | $5,000 | |||||
| COUNCIL ON AGING OF CENTRAL OREGON INC | |||||||||||
| 1036 NE 5TH STREET | BEND | OR | 97701 | PC | ELDER NUTRITION AND SOCIAL ISOLATION PROGRAM EXPANSION | $20,000 | |||||
| CRAG LAW CENTER | |||||||||||
| 3141 E BURNSIDE STREET | PORTLAND | OR | 97214 | PC | GENERAL OPERATING | $25,000 | |||||
| CROW'S SHADOW INSTITUTE OF THE ARTS | |||||||||||
| 48004 ST ANDREWS ROAD | PENDLETON | OR | 97801 | PC | TRADITIONAL ARTS WORKSHOPS PROGRAM SUPPORT | $20,000 | |||||
| CULTURAL ADVOCACY COALITION CAC FOUNDATION | |||||||||||
| PO BOX 9160 | PORTLAND | OR | 97207 | PC | GENERAL OPERATING | $20,000 | |||||
| DZI FOUNDATION | |||||||||||
| PO BOX 632 | RIDGWAY | CO | 81432 | PC | PARTNERSHIP FOR SHARED PROSPERITY IN EASTERN NEPAL | $25,000 | |||||
| EASTERN OREGON REGIONAL ARTS COUNCIL INC | |||||||||||
| PO BOX 541 | LA GRANDE | OR | 97850 | PC | GENERAL OPERATING | $15,000 | |||||
| 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 INITIATIVE | $25,000 | |||||
| NEWMAN UNITED METHODIST CHURCH FOR EQUITY PROJECT OF JOSEPHINE COUNTY | |||||||||||
| 106 NW F STREET SUITE 951 | GRANTS PASS | OR | 97526 | PC | EQUITY PROJECT OF JOSEPHINE COUNTY; CAPACITY BUILDING | $10,000 | |||||
| FAMILY ACCESS NETWORK FOUNDATION | |||||||||||
| 2125 NE DAGGETT LANE | BEND | OR | 97701 | PC | GENERAL OPERATING TO SUPPORT FAN SERVICES IN CENTRAL OREGON | $15,000 | |||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN STREET FLOOR 2 | LONGMONT | CO | 80501 | PC | GENERAL OPERATING SUPPORT FOR NOURISHING NATIVE FOODS AND HEALTH INITIATIVE | $20,000 | |||||
| FOOTPRINT PROJECT | |||||||||||
| 1964 RAHNCLIFF COURT 22068 | EAGAN | MN | 55122 | PC | GENERAL OPERATING | $10,000 | |||||
| FOUR RIVERS CULTURAL CENTER | |||||||||||
| 676 SW 5TH AVENUE | ONTARIO | OR | 97914 | PC | DINOSAURS IN MOTION EXHIBITION | $15,000 | |||||
| FREE GEEK | |||||||||||
| 1731 SE 10TH AVENUE | PORTLAND | OR | 97214 | PC | GENERAL OPERATING | $15,000 | |||||
| FRIENDS OF TRYON CREEK | |||||||||||
| 11321 S TERWILLIGER BLVD | PORTLAND | OR | 97219 | PC | PATHWAY TO AN INCLUSIVE FOREST COMMUNITY AT TRYON CREEK | $10,000 | |||||
| FUNDACION SALUD POR DERECHO | |||||||||||
| PC EQUIVALENCY DETER | FIGHTING CLIMATE CHANGE GRANT TO NONPROFIT IN SPAIN W/ EQUIVALENCY DETERMINATION | $15,000 | C DEL DUQUE DE FERNN NEZ N 2 | MADRID | SP | ||||||
| GEORGIA COALITION AGAINST DOMESTIC VIOLENCE | |||||||||||
| 2295 PARKLAKE DRIVE SUITE 130 | ATLANTA | GA | 30345 | PC | PUBLIC POLICY AND SYSTEMS ADVOCACY FOR SURVIVORS OF DOMESTIC VIOLENCE | $30,000 | |||||
| GRACE HEALTHCARE SERVICES | |||||||||||
| 2611 NW 37TH TERRACE | GAINESVILLE | FL | 326052641 | PC | GENERAL OPERATING | $20,000 | |||||
| GREENING HAITI FUND | |||||||||||
| 82 LANGSFORD STREET | GLOUCESTER | MA | 01930 | PC | GREENING HAITI FUND | $20,000 | |||||
| GROWING GARDENS | |||||||||||
| 3114 SE 50TH AVENUE | PORTLAND | OR | 97206 | PC | GENERAL OPERATING | $15,000 | |||||
| HAND TO HOLD | |||||||||||
| 12325 HYMEADOW DRIVE SUITE 4 102 | AUSTIN | TX | 78750 | PC | GENERAL OPERATING | $25,000 | |||||
| HEALTHY BUILDING NETWORK | |||||||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING TO ADVANCE HEALTH IN MARGINALIZED COMMUNITIES CAUSED BY TOXICS EXPOSURES | $25,000 | |||||
| HERETOGETHER | |||||||||||
| PO BOX 11510 | PORTLAND | OR | 97211 | PC | GENERAL OPERATING | $25,000 | |||||
| HIGH DESERT FOOD AND FARM ALLIANCE | |||||||||||
| PO BOX 1782 | BEND | OR | 97709 | PC | GENERAL OPERATING | $15,000 | |||||
| HIMALAYAN CATARACT PROJECT | |||||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | PC | RWNF+ HCP CUREBLINDNESS PARTNERING IN THE MISSION TO ELIMINATE NEEDLESS BLINDNESS WORLDWIDE | $40,000 | |||||
| IMPACT IMMIGRATION | |||||||||||
| 1130 SW MORRISON STREET SUITE 250 | PORTLAND | OR | 97205 | PC | GENERAL OPERATING | $15,000 | |||||
| INCIGHT COMPANY | |||||||||||
| PO BOX 82056 | PORTLAND | OR | 97282 | PC | GENERAL OPERATING | $20,000 | |||||
| INSTITUTE FOR THE DEVELOPMENT OF HUMAN ARTS | |||||||||||
| 169 MADISON AVENUE SUITE 2081 | NEW YORK | NY | 10016 | PC | TRANSFORMATIVE MENTAL HEALTH EDUCATION & COMMUNITY BUILDING | $10,000 | |||||
| COMMUNITY INITIATIVES FOR INTERSECT | |||||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | PC | INCUBATING A GENDER JUSTICE ORGANIZATION IN OREGON | $25,000 | |||||
| IPAS | |||||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | PC | CREATING A GLOBAL ABORTION ECOSYSTEM THAT EMPOWERS ALL | $40,000 | |||||
| JACKSON COUNTY SART | |||||||||||
| 2305 ASHLAND STREET C-418 | ASHLAND | OR | 97520 | PC | SEXUAL VIOLENCE PREVENTION PROGRAM | $40,000 | |||||
| JAPANESE AMERICAN MUSEUM OF OREGON | |||||||||||
| 411 NW 4TH AVENUE | PORTLAND | OR | 97209 | PC | LIVING ARTS PROGRAMMING | $20,000 | |||||
| KIDS INTERVENTION AND DIAGNOSTIC SERVICES (DBA KIDS CENTER) | |||||||||||
| 1375 NW KINGSTON AVENUE | BEND | OR | 97703 | PC | HEALING AND SAFETY FOR ABUSED CHILDREN IN CENTRAL AND EASTERN OREGON | $20,000 | |||||
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||||||
| 120 WALL STREET19TH 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 | $20,000 | |||||
| LANE ARTS COUNCIL | |||||||||||
| 174 EAST 16TH AVENUE SUITE 125 | EUGENE | OR | 97401 | PC | ARTS EDUCATION & ARTS INTEGRATION IN LOW-INCOME AND RURAL-BASED SCHOOLS | $10,000 | |||||
| LEACH BOTANICAL GARDEN | |||||||||||
| 6704 SE 122ND AVENUE | PORTLAND | OR | 97236 | PC | GENERAL OPERATING | $10,000 | |||||
| LOUISIANA BUCKET BRIGADE | |||||||||||
| 3416 B CANAL STREET | NEW ORLEANS | LA | 70119 | PC | GENERAL OPERATING | $20,000 | |||||
| MARINE CONSERVATION INSTITUTE | |||||||||||
| 1914 N 34TH STREET SUITE 400 | SEATTLE | WA | 981039090 | PC | GENERAL OPERATING | $25,000 | |||||
| MASLOW PROJECT | |||||||||||
| PO BOX 999 | MEDFORD | OR | 97501 | PC | RESPONDING TO SOCIAL DETRIMENTS OF HEALTH FOR UNHOUSED YOUTH AND FAMILIES IN SOUTHERN OREGON | $15,000 | |||||
| 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 | |||||
| NATIONAL ABORTION FEDERATION | |||||||||||
| PO BOX 100 | ANNAPOLIS JUNCTION | MD | 207010416 | PC | GENERAL OPERATING | $20,000 | |||||
| NATIONAL PARTNERSHIP FOR NEW AMERICANS | |||||||||||
| 1805 S ASHLAND AVENUE | CHICAGO | IL | 60608 | PC | GENERAL OPERATING | $25,000 | |||||
| NATIONAL WILDLIFE FEDERATION FOR CLEAN WATER FOR ALL COALITION | |||||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | PC | ADVANCING THE CLEAN WATER FOR ALL COALITION | $20,000 | |||||
| NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE | |||||||||||
| PO BOX 675 | FLAGSTAFF | AZ | 86002 | PC | GENERAL OPERATING | $40,000 | |||||
| NATIVE ARTS AND CULTURES FOUNDATION | |||||||||||
| 1020 SE 7TH AVENUE UNIT 14460 | PORTLAND | OR | 972142387 | PC | GENERAL OPERATING | $10,000 | |||||
| NEED FUND DOING BUSINESS AS NORTHWEST WORKERS' JUSTICE PROJECT | |||||||||||
| 812 SW WASHINGTON SUITE 225 | PORTLAND | OR | 97205 | PC | THE HEALTHY WORKPLACES MOVEMENT LEGAL HELP | $20,000 | |||||
| NEPAL YOUTH FOUNDATION | |||||||||||
| 1016 LINCOLN BLVD SUITE 222 | SAN FRANCISCO | CA | 94129 | PC | SUPPORTING EDUCATION, HEALTH, SHELTER, AND FREEDOM FOR CHILDREN AND YOUTH IN NEPAL | $30,000 | |||||
| NORTH BY NORTHEAST COMMUNITY HEALTH CENTER | |||||||||||
| 714 NE ALBERTA STREET | PORTLAND | OR | 97211 | PC | GENERAL OPERATING | $25,000 | |||||
| NORTHWEST INSTITUTO LATINO DE ADICCIONES | |||||||||||
| 10209 SE DIVISION SUITE 100 | PORTLAND | OR | 97266 | PC | CULTURALLY-SPECIFIC PEER RECOVERY SUPPORT FOR LATINX OREGONIANS | $15,000 | |||||
| OCEAN CONSERVANCY | |||||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | 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 | $40,000 | |||||
| OK YOU INC | |||||||||||
| 2000 NE 42ND AVENUE SUITE 103 | PORTLAND | OR | 97213 | PC | GENERAL OPERATING | $15,000 | |||||
| OPEN HEARTS OPEN MINDS | |||||||||||
| PO BOX 4534 | PORTLAND | OR | 97208 | PC | GENERAL OPERATING | $15,000 | |||||
| OPPORTUNITIES FOR HOUSING RESOURCES AND ASSISTANCE | |||||||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | PC | OHRA CENTER RENOVATIONS | $10,000 | |||||
| OREGON ALLIANCE FOR GUN SAFETY FOUNDATION | |||||||||||
| 4931 SW 76TH AVENUE BOX 154 | PORTLAND | OR | 97225 | PC | GENERAL OPERATING | $40,000 | |||||
| OREGON ARTS WATCH | |||||||||||
| 3519 NE 15TH AVENUE SUITE 259 | PORTLAND | OR | 97212 | PC | GENERAL OPERATING | $15,000 | |||||
| OREGON BALLET THEATRE | |||||||||||
| 720 S BANCROFT STREET | PORTLAND | OR | 97239 | PC | OBT LEARN ABOUT BALLET (OLAB) PROGRAM | $15,000 | |||||
| OREGON CHILD ABUSE SOLUTIONS | |||||||||||
| 70 SW CENTURY DRIVE SUITE 100 PMB | BEND | OR | 97702 | PC | STRENGTHENING OREGONS CHILD ABUSE PREVENTION AND RESPONSE SYSTEMS | $30,000 | 345 | ||||
| OREGON COAST YOUTH SYMPHONY FESTIVAL | |||||||||||
| PO BOX 2405 | NEWPORT | OR | 97365 | PC | GENERAL OPERATING | $10,000 | |||||
| OREGON COMMUNITY HEALTH WORKER'S ASSOCIATION | |||||||||||
| 401 NE 19TH AVENUE 2ND FLOOR | PORTLAND | OR | 97232 | PC | EMPOWERMENT AND SUPPORT FOR ESSENTIAL COMMUNITY HEALTH WORKERS | $20,000 | |||||
| OREGON ENVIRONMENTAL COUNCIL | |||||||||||
| 222 NW DAVIS STREET SUITE 309 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING | $30,000 | |||||
| CASCADE PACIFIC RC&D FOR OREGON FARM TO SCHOOL & SCHOOL GARDEN NETWORK | |||||||||||
| PO BOX 2630 | CORVALLIS | OR | 97339 | PC | PROGRAM SUPPORT FOR OREGON FARM TO SCHOOL & SCHOOL GARDEN NETWORK | $10,000 | |||||
| OREGON PUBLIC BROADCASTING | |||||||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | PC | SCIENCE AND ENVIRONMENT REPORTING | $20,000 | |||||
| OREGON SCHOOL-BASED HEALTH ALLIANCE | |||||||||||
| 401 NE 19TH AVENUE SUITE 200 | PORTLAND | OR | 97232 | PC | BUILDING A COMMUNITY SCHOOL MOVEMENT IN OREGON | $30,000 | |||||
| OREGON SHAKESPEARE FESTIVAL | |||||||||||
| 15 S PIONEER STREET | ASHLAND | OR | 97520 | PC | GENERAL OPERATING | $20,000 | |||||
| ORGANIC SOUP KITCHEN | |||||||||||
| 315 MEIGS ROAD SUITE A369 | SANTA BARBARA | CA | 93109 | PC | BASIC NEEDS: NUTRITION AND FOOD SECURITY PROGRAM | $10,000 | |||||
| OUR VILLAGE GARDENS | |||||||||||
| 4632 N TRENTON STREET | PORTLAND | OR | 97203 | PC | FOOD EQUITY & INFRASTRUCTURE CAPACITY BUILDING TO HELP NEW COLUMBIA NEIGHBORHOOD RESIDENTS THRIVE | $20,000 | |||||
| OUTFRONT MINNESOTA COMMUNITY SERVICES | |||||||||||
| 2446 UNIVERSITY AVENUE W SUITE 112 | ST PAUL | MN | 55114 | PC | GENERAL OPERATING | $20,000 | |||||
| OUTRIGHT INTERNATIONAL | |||||||||||
| 216 EAST 45TH STREET17TH FLOOR | NEW YORK | NY | 100173304 | PC | GENERAL OPERATING | $25,000 | |||||
| PARTNERS FOR A HUNGER FREE OREGON | |||||||||||
| PO BOX 14250 | PORTLAND | OR | 97293 | PC | GENERAL OPERATING | $20,000 | |||||
| PARTNERSHIP FOR SAFETY & JUSTICE | |||||||||||
| 221 NW 2ND AVENUE SUITE 200 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING | $25,000 | |||||
| PLAYA | |||||||||||
| 47531 HIGHWAY 31 | SUMMER LAKE | OR | 97640 | PC | WILDFIRE+WATER: ARTISTS AND SCIENTISTS COLLABORATING FOR CHANGE IN UNDER RESOURCED LAKE COUNTY | $10,000 | |||||
| PORTLAND CHINATOWN MUSEUM | |||||||||||
| 127 NW 3RD AVENUE | PORTLAND | OR | 97208 | PC | GENERAL OPERATING | $25,000 | |||||
| PORTLAND CLINIC FOUNDATION | |||||||||||
| 800 SW YAMHILL | PORTLAND | OR | 97205 | PC | FOR SMALL LOCAL REGRANTING | $30,000 | |||||
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||||||
| PO BOX 243 | PORTLAND | OR | 97207 | PC | SOCIAL JUSTICE CHORAL PROFESSORSHIP | $15,000 | |||||
| PORTLAND STREET MEDICINE | |||||||||||
| 2717 NE BROADWAY STREET | PORTLAND | OR | 97232 | PC | CRITICAL CARE FOR PEOPLE LIVING OUTSIDE | $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 | |||||
| PROGRESSIVE MULTIPLIER FUND | |||||||||||
| 1802 VERNON STREET NW SUITE 1122 | WASHINGTON | DC | 20009 | PC | 2023-2024 PACIFIC NW COHORT | $20,000 | |||||
| PUEBLO UNIDO PDX | |||||||||||
| 3439 SE HAWTHORNE BLVD SUITE 327 | PORTLAND | OR | 97214 | PC | GENERAL OPERATING | $15,000 | |||||
| RAHAB'S SISTERS | |||||||||||
| PO BOX 90234 | PORTLAND | OR | 972900234 | PC | COMMUNITY HEALTH PROGRAM - NAVIGATING ACCESS TO CARE | $20,000 | |||||
| RAICES DE BIENESTAR | |||||||||||
| 4145 SW WATSON AVENUE SUITE 35 | BEAVERTON | OR | 97005 | PC | GENERAL OPERATING | $20,000 | |||||
| RAINFOREST ACTION NETWORK | |||||||||||
| 425 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94108 | PC | GENERAL OPERATING | $25,000 | |||||
| RAPHAEL HOUSE OF PORTLAND | |||||||||||
| 4110 SE HAWTHORNE AVENUE SUITE 503 | PORTLAND | OR | 97214 | PC | GENERAL OPERATING | $20,000 | |||||
| READING RESULTS | |||||||||||
| 3115 NE SANDY BLVD SUITE 229 | PORTLAND | OR | 97232 | PC | EVERY CHILD DESERVES TO READ | $10,000 | |||||
| ROGUE CLIMATE | |||||||||||
| PO BOX 1980 | PHOENIX | OR | 97535 | PC | GENERAL OPERATING | $20,000 | |||||
| ROGUE VALLEY FARM TO SCHOOL | |||||||||||
| PO BOX 898 | ASHLAND | OR | 97520 | PC | GENERAL OPERATING | $25,000 | |||||
| ROSE HAVEN CIC | |||||||||||
| PO BOX 10405 | PORTLAND | OR | 97296 | PC | GENERAL OPERATING | $15,000 | |||||
| RURAL ORGANIZING PROJECT | |||||||||||
| PO BOX 664 | COTTAGE GROVE | OR | 97424 | PC | GENERAL OPERATING | $40,000 | |||||
| SACRED VALLEY HEALTH | |||||||||||
| 2500 LORD BARANOF DRIVE | ANCHORAGE | AK | 99517 | PC | GENERAL OPERATING | $30,000 | |||||
| SIGHTLINE INSTITUTE | |||||||||||
| 1402 THIRD AVENUE SUITE 500 | SEATTLE | WA | 98101 | PC | OPERATING SUPPORT OF RESEARCH AND COMMUNICATIONS ADVANCING SMART, SUSTAINABLE SOLUTIONS FOR CASCADIA | $20,000 | |||||
| SOLIDARITY ENGINEERING | |||||||||||
| 1731 SEPVIVA STREET | PHILIDELPHIA | PA | 19107 | PC | GENERAL OPERATING | $40,000 | |||||
| SOUTH DAKOTA VOICES FOR PEACE | |||||||||||
| 300 SOUTH MINESOTA AVENUE | SIOUX FALLS | SD | 57104 | PC | MULTILINGUAL COMMUNITY HEALTH ACCESS | $20,000 | |||||
| SQUIRES | |||||||||||
| PO BOX 33530 | PORTLAND | OR | 97292 | PC | GENERAL OPERATING | $20,000 | |||||
| TAKOHACHI | |||||||||||
| 2619 SE 63RD AVENUE | PORTLAND | OR | 97206 | PC | GENERAL OPERATING | $10,000 | |||||
| THE BLACK UNITED FUND OF OREGON | |||||||||||
| 2828 NE ALBERTA STREET | PORTLAND | OR | 97211 | PC | EDUCATIONAL AND ECONOMIC EQUITY FOR BLACK COMMUNITIES IN OREGON | $15,000 | |||||
| THE COMMUNITY FOR POSITIVE AGING (CFPA) | |||||||||||
| 1820 NE 40TH AVENUE | PORTLAND | OR | 97212 | PC | HEALTH, HEALTH EQUITY & RESILIENCE HUB FOR LOW-INCOME SENIORS | $20,000 | |||||
| THE FOUNDATION FOR AFRICAN MEDICINE AND EDUCATION | |||||||||||
| 4553 CRIMSONWOOD DRIVE | REDDING | CA | 96001 | PC | SUPPORTING FAME'S STRATEGIC PRIORITY AREAS | $40,000 | |||||
| THE IMMIGRANT STORY | |||||||||||
| 1915 NE STUCKI AVENUE SUITE 308 | HILLSBORO | OR | 97006 | PC | I LIVED TO TELL THE WORLD: STORIES FROM SURVIVORS OF HOLOCAUST, GENOCIDE AND THE ATROCITIES OF WAR | $10,000 | |||||
| THE JOHNS HOPKINS CENTER FOR GUN VIOLENCE SOLUTIONS | |||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PC | GENERAL OPERATING | $20,000 | |||||
| THE JOSEPHY CENTER FOR ARTS AND CULTURE | |||||||||||
| PO BOX 949 | JOSEPH | OR | 97846 | PC | GENERAL OPERATING | $20,000 | |||||
| THIRD ANGLE NEW MUSIC | |||||||||||
| PO BOX 2825 | PORTLAND | OR | 97228 | PC | DECLINATION GRANT | $2,500 | |||||
| WALLOWA RESOURCES | |||||||||||
| 401 NE 1 STREET SUITE A | ENTERPRISE | OR | 97828 | PC | CEP AND WMI PROJECT FUNDING | $20,000 | |||||
| WARM SPRINGS COMMUNITY ACTION TEAM | |||||||||||
| BOX 1419 1136 PAIUTE AVENUE | WARM SPRINGS | OR | 97761 | PC | WARM SPRINGS COMMISSARY- SUSTAINABLE, EQUITABLE INFRASTRUCTURE | $40,000 | |||||
| WE ARE HEALERS | |||||||||||
| 5119 NE 27TH AVENUE | PORTLAND | OR | 97211 | PC | CAPACITY BUILDING | $40,000 | |||||
| WEST REGIONAL ADVOCACY PROJECT (WRAP) (FOR OR EXPUNGEMENT RELIEF PROJECT) | |||||||||||
| 2940 16TH STREET SUITE 200-2 | SAN FRANCISCO | CA | 94103 | PC | FOR OREGON EXPUNGEMENT RELIEF PROJECT (FISCAL SPONSEE) | $15,000 | |||||
| WESTERN REGIONAL ADVOCACY PROJECT (WRAP) | |||||||||||
| 2940 16TH STREET SUITE 200-2 | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING | $10,000 | |||||
| WOMENFIRST TRANSITION & REFERRAL CENTER | |||||||||||
| 21440 SE STARK STREET | GRESHAM | OR | 97030 | PC | SUSTAINABLE SUPPORT FOR WOMEN OF COLOR IMPACTED BY TRAUMA | $10,000 | |||||
| WRITE AROUND PORTLAND | |||||||||||
| 133 SW 2ND AVENUE SUITE 304 | PORTLAND | OR | 97204 | PC | GENERAL OPERATING | $10,000 | |||||
| YOUTH RIGHTS & JUSTICE | |||||||||||
| 1785 NE SANDY BLVD SUITE 300 | PORTLAND | OR | 97232 | PC | ENSURING EDUCATIONAL EQUITY FOR STUDENTS MARGINALIZED BY BIAS AND RACISM | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,802,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $751,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$691,542 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME FROM PASS-THROUGH INVEST - CRAFT 3 | 14 | $35,452 |
| OTHER INT/DIV FROM PASS-THROUGH INVEST - GROSVENOR | 14 | $13,967 |
| OTHER INCOME | 01 | $1,104 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,933 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,933 | 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 | $19,970 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GARY MCGEE & CO. - TAX AND ACCOUNTING SERVICES | $4,436 | $221 | $4,215 |
| SUSAN MATLACK JONES - BOOKKEEPING SERVICES | $3,773 | $189 | $3,584 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMCAST CORP. | $278,059 | $278,059 |
| CVS HEALTH CORP | $157,321 | $157,321 |
| DEERE & CO. | $255,121 | $255,121 |
| GENERAL MILLS | $389,411 | $389,411 |
| INTEL CORP | $153,631 | $153,631 |
| KEYCORP | $150,428 | $150,428 |
| MICROSOFT CORP | $159,570 | $159,570 |
| MORGAN STANLEY | $121,225 | $121,225 |
| NIKE, INC. | $151,747 | $151,747 |
| PAYPAL HOLDINGS | $139,504 | $139,504 |
| PROGRESS ENERGY | $155,014 | $155,014 |
| STATE STREET CORP | $142,688 | $142,688 |
| TARGET CORP | $153,984 | $153,984 |
| TORONTO DOMINI | $364,146 | $364,146 |
| UNITED HEALTH GROUP | $372,813 | $372,813 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $201,773 | $201,773 |
| AIR PROD & CHEMICALS | $127,317 | $127,317 |
| ALPHABET INC. | $196,264 | $196,264 |
| AMAZON.COM INC. | $183,088 | $183,088 |
| AMGEN INC. | $138,250 | $138,250 |
| APPLE INC. | $226,223 | $226,223 |
| BLACKROCK INC. | $183,467 | $183,467 |
| BROOKFIELD RENEW COR. | $156,877 | $156,877 |
| CHARLES SCHWAB CORP | $188,168 | $188,168 |
| COLUMBIA SPORTSWEAR | $110,163 | $110,163 |
| DANONE | $72,067 | $72,067 |
| EATON CORP PLC | $162,553 | $162,553 |
| ECOLAB INC | $213,226 | $213,226 |
| EMERSON ELECTRIC CO | $148,428 | $148,428 |
| GOLDMAN SACHS GROUP | $100,300 | $100,300 |
| HOLOGIC INC | $116,464 | $116,464 |
| HOME DEPOT INC | $200,999 | $200,999 |
| JOHNSON & JOHNSON | $129,937 | $129,937 |
| KONINKLIJKE PHILIPS | $127,265 | $127,265 |
| MEDTRONIC PLC | $144,906 | $144,906 |
| MICROSOFT CORP | $208,326 | $208,326 |
| PAYPAL HOLDINGS INCORPORATED | $95,493 | $95,493 |
| PROCTER & GAMBLE | $148,885 | $148,885 |
| QUALCOMM INC. | $194,527 | $194,527 |
| QUEST DIAGNOSTIC INC | $138,569 | $138,569 |
| SALESFORCE INC. | $186,829 | $186,829 |
| SAP SE | $157,682 | $157,682 |
| U S BANCORP | $96,298 | $96,298 |
| UNILEVER PLC | $145,440 | $145,440 |
| VISA INC | $93,726 | $93,726 |
| WALT DISNEY CO | $121,892 | $121,892 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,351,500 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,351,500 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALVERT CORE BOND 1 | FMV | $4,483,461 | $4,483,461 |
| CALVERT INTERNATIONAL RE | FMV | $3,965,413 | $3,965,413 |
| CALVERT US LARGE CAP COR | FMV | $4,335,117 | $4,335,117 |
| CRAFT 3 | FMV | $1,500,000 | $1,500,000 |
| GROSVENOR ADVANCE FEEDER FUND, LP | FMV | $1,716,862 | $1,716,862 |
| ISHARES ESG AWARE MSCI | FMV | $1,052,369 | $1,052,369 |
| ISHARES ESG AWARE MSCI - USA SMALL CAP | FMV | $1,658,566 | $1,658,566 |
| ISHARES ESG SCRND S&P | FMV | $5,619,787 | $5,619,787 |
| REALTY INCOME CORP | FMV | $105,653 | $105,653 |
| VANGUARD REAL ESTATE | FMV | $968,867 | $968,867 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THEDE CULPEPPER - LEGAL SERVICES | CategoryTxt |
| Legal Fees | $190 | LegalFeesAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $181 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $4,456 | $223 | $4,233 |
| OREGON CHARITY REGISTRATION FEE | $2,400 | $0 | $2,400 |
| INSURANCE | $1,065 | $53 | $1,012 |
| TRAINING | $7,603 | $0 | $7,603 |
| OTHER EXPENSES | $541 | $27 | $514 |
| MEMBERSHIPS AND SUBSCRIPTIONS | $3,335 | $0 | $3,335 |
| OFFICE EXPENSES | $93 | $5 | $88 |
| OTHER INVESTMENT EXPENSES - GROSVENOR | $39,958 | $39,958 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PASS-THROUGH INVEST - CRAFT 3 | $35,452 | $35,452 | $35,452 |
| OTHER INT/DIV FROM PASS-THROUGH INVEST - GROSVENOR | $13,967 | $13,967 | $13,967 |
| OTHER INCOME | $1,104 | $1,104 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $5,151,121 | Amt |
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 | $175,768 | Amt |
| Net Investment Income | $175,768 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $279 | $279 | $0 |
| FOREIGN TAXES | $6,076 | $6,076 | $0 |
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