RONALD W NAITO MD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RONALD W NAITO MD FOUNDATION (EIN 83-6622391)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202211259349101041
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2022-05-05T14:48:19-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-05 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,239,889 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $888,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $888,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,547,807 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,144,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,547,807 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $108 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,436,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,436,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,080 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,920 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,762 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,381 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,381 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $211,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $211,114 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $672 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $704 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,606 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $344,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $216,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123,579 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,535,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,535,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,880,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $216,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,659,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $556,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,220,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $577,878 | CashBOYAmt |
| Cash EOY | $1,532,372 | CashEOYAmt |
| Cash EOYFMV | $1,532,372 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,000,000 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $5,616,764 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,200,840 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,200,840 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,750,536 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,937,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,937,455 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,177,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,372,278 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,372,278 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,941,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,196,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,196,944 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,064,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,239,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,239,889 | 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 | $42,064,140 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,239,889 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,064,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,239,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,064,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,239,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,064,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $556,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,620,902 | SubtotalAmt |
| Other Decreases | $381,013 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,239,889 | 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 | $28,144,057 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23,596,250 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,547,807 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,547,807 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,547,807 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,988 | 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 | $8,988 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $63,576 | 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 | GARY MCGEE CO LLP | IndividualWithBooksNm |
| Phone | 5032222515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | 5.00 | $0 | $12,000 | $0 |
| KRISTIN ANDERSON | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE AND EXECUTIVE DIRECTOR | 22.00 | $0 | $72,000 | $0 |
| ANDREW MCDONNELL | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE | 2.00 | $0 | $12,000 | $0 |
| ANNE NAITO-CAMPBELL | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE | 2.00 | $0 | $12,000 | $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 | $211,114 | 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 | $41,633,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,061,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $750,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,444,193 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,444,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $651,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,792,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,139,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,139,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,564 | TotalTaxAmt |
| Distributable Before Adj | $2,067,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,067,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,067,063 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,659,379 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,659,379 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,067,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,225,215 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $987,426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,212,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,659,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,067,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,592,316 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,804,957 | 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 | $4,804,957 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,225,215 | ExcessFromYear2Amt |
| Excess From Year1 | $987,426 | ExcessFromYear1Amt |
| Excess From Current Year | $2,592,316 | 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 (160 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF OREGON | |||||||||||
| 133 SW 2ND AVENUE SUITE 201 | PORTLAND | OR | 97204 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| 4D RECOVERY | |||||||||||
| 3807 NE MLK JR BLVD | PORTLAND | OR | 972121114 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| ABC HOUSE INC | |||||||||||
| PO BOX 68 | ALBANY | OR | 97321 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ADELANTE MUJERES | |||||||||||
| 2030 MAIN STREET SUITE A | FOREST GROVE | OR | 97116 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| AFRICA CHECK | |||||||||||
| PC | GRANT TO SOUTH AFRICAN NONPROFIT W/ ED CERTIFICATE | $50,000 | 12TH FLOOR UNIVERSITY CORNER CNR | JORISSEN AND BERTHA STREETS | BRAAMFONTEIN JOHANNESBURG | SF | |||||
| AGE | |||||||||||
| 15900 SE 82ND DRIVE | CLACKAMAS | OR | 97015 | PC | GENERAL OPERATING SUPPORT | $45,000 | |||||
| ALLIANCE FOR GUN RESPONSIBILITY FOUNDATION | |||||||||||
| PO BOX 4187 | SEATTLE | WA | 98194 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| ALLIANCE FOR HOPE INTERNATIONAL | |||||||||||
| 101 W BROADWAY SUITE 1770 | SAN DIEGO | CA | 92101 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| APANO COMMUNITIES UNITED FUND | |||||||||||
| 8188 SE DIVISION STREET | PORTLAND | OR | 97206 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| ASIAN AMERICANS ADVANCING JUSTICE - AAJC | |||||||||||
| 1620 L STREET NW SUITE 1050 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| ASSIST | |||||||||||
| 4412 S BARBUR BLVD SUITE 200 | PORTLAND | OR | 97239 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| BALLET FANTASTIQUE | |||||||||||
| 960 OAK STREET | EUGENE | OR | 97401 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| BEYOND THESE WALLS PROJECT OF LGBTQ COMMUNITY CENTER FUND | |||||||||||
| PO BOX 13006 | PORTLAND | OR | 97213 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| BOOM ARTS | |||||||||||
| 3121 S MOODY AVENUE SUITE 200 | PORTLAND | OR | 97239 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| BOOST OREGON | |||||||||||
| PO BOX 8635 | PORTLAND | OR | 97207 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| BRADLEY ANGLE | |||||||||||
| 5432 N ALBINA AVENUE | PORTLAND | OR | 97217 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| BRAVO YOUTH ORCHESTRAS | |||||||||||
| 8191 N LOMBARD STREET SUITE 114 | PORTLAND | OR | 97203 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| BRIDGE MEADOWS | |||||||||||
| 8502 N WAYLAND AVENUE | PORTLAND | OR | 97203 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| BRIDGES COLLABORAIVE CARE CLINIC | |||||||||||
| 3181 SW SAM JACKSON PARK ROAD L596 | PORTLAND | OR | 97239 | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| CALDERA | |||||||||||
| 224 NW 13TH AVENUE SUITE 304 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $7,500 | |||||
| CALL TO SAFETY | |||||||||||
| PO BOX 42610 | PORTLAND | OR | 97242 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| CAPACES LEADERSHIP INSTITUTE | |||||||||||
| 356 YOUNG STREET | WOODBURN | OR | 97071 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| CENTER FOR INTERCULTURAL ORGANIZING (DBA-UNITE OREGON) | |||||||||||
| 1390 SE 122ND AVENUE | PORTLAND | OR | 97233 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| CENTRAL CITY CONCERN | |||||||||||
| 232 NW 6TH AVENUE | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| CENTRO CULTURAL DEL CONDADO DE WASHINGTON (OR CENTRO CULTURAL) | |||||||||||
| PO BOX 708 | CORNELIUS | OR | 97113 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| CHEHALEM CULTURAL CENTER | |||||||||||
| 415 E SHERIDAN STREET | NEWBERG | OR | 97132 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| CLACKAMAS SERVICE CENTER | |||||||||||
| 8800 SE 80TH AVENUE | PORTLAND | OR | 97206 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| CLACKAMAS WOMEN'S SERVICES | |||||||||||
| 256 WARNER MILNE ROAD | OREGON CITY | OR | 97045 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| CLASSROOM LAW PROJECT | |||||||||||
| 620 SW MAIN STREET SUITE 102 | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| COALITION OF COMMUNITIES OF COLOR | |||||||||||
| 221 NW 2ND AVENUE SUITE 303 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| COLUMBIA LAND TRUST | |||||||||||
| 850 OFFICERS ROW | VANCOUVER | WA | 98661 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| COMMUNITY OUTREACH THROUGH RADICAL EMPOWERMENT (CORE) | |||||||||||
| 3525 SE SCHILLER STREET | PORTLAND | OR | 97202 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| COMMUNITY VISION | |||||||||||
| 2475 SE LADD AVENUE SUITE 240 | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| COMMUNITY WEBSITE PARTNERSHIP | |||||||||||
| PO BOX 1282 | MEDFORD | OR | 97501 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| CROW'S SHADOW INSTITUTE FOR THE ARTS | |||||||||||
| 48004 STREET ANDREWS ROAD | PENDELTON | OR | 97801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| DE PAUL TREATMENT CENTERS INC (FORA HEALTH) | |||||||||||
| 1312 SW WASHINGTON STREET | PORTLAND | OR | 97208 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| DENTAL FOUNDATION OF OREGON | |||||||||||
| 8699 SW SUN PLACE | WILSONVILLE | OR | 97070 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| DIGITAL DEMOCRACY | |||||||||||
| 2443 FILLMORE STREET SUITE | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING SUPPORT | $30,000 | 380-17460 | ||||
| EAST PORTLAND RESILIENCE COALITION | |||||||||||
| C/O ROSE COMMUNITY DEVELOPMENT 5215 | PORTLAND | OR | 97206 | PC | GENERAL OPERATING SUPPORT | $12,500 | DE DUKE | ||||
| EASTERN OREGON REGIONAL ARTS COUNCIL INC | |||||||||||
| PO BOX 541 | LA GRANDE | OR | 97850 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| ECOLOGY IN CLASSROOMS AND OUTDOORS | |||||||||||
| P O BOX 90293 | PORTLAND | OR | 97290 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| EDEN REFORESTATION PROJECTS | |||||||||||
| 303 W FOOTHILL BLVD UNIT 13 | GLENDORA | CA | 91741 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| CAMP ELSO INC | |||||||||||
| 126 NE ALBERTA STREET SUITE 205 | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| EUGENE-SPRINGFIELD YOUTH ORCHESTRAS | |||||||||||
| PO BOX 5666 | EUGENE | OR | 97405 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| EUVALCREE | |||||||||||
| 67 SW 2ND AVENUE | ONTARIO | OR | 97914 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| FAMILY OF FRIENDS MENTORING | |||||||||||
| 1333 NW EASTMAN PKWY | GRESHAM | OR | 97030 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN STREET SECOND FLOOR | LONGMONT | CO | 80501 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| FISHTRAP INC | |||||||||||
| PO BOX 38 | ENTERPRISE | OR | 97828 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| FLYING KITES | |||||||||||
| 25 DORCHESTER AVENUE PO BOX 52326 | BOSTON | MA | 02205 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| FOUND IN TRANSLATION | |||||||||||
| 1532B DORCHESTER AVENUE | DORCHESTER | MA | 02122 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| FOUR RIVERS CULTURAL CENTER | |||||||||||
| 676 SW FIFTH AVENUE | ONTARIO | OR | 97914 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| FRIENDS OF THE CHILDREN OF THE KLAMATH BASIN | |||||||||||
| 3837 ALTAMONT DRIVE | KLAMATH FALLS | OR | 97603 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| FRIENDS OF THE COLUMBIA GORGE | |||||||||||
| PO BOX 40820 | PORTLAND | OR | 97240 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| FRIENDS OF TRYON CREEK | |||||||||||
| 11321 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| FRONT AND CENTERED | |||||||||||
| 1501 E MADISON STREET SUITE 250 | SEATTLE | WA | 98122 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| GIFFORDS CENTER FOR PREVENTION OF GUN VIOLENCE | |||||||||||
| 268 BUSH STREET SUITE 555 | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| GLOBAL GREENGRANTS FUND | |||||||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| GRACE HEALTHCARE SERVICES | |||||||||||
| 2611 NW 37TH TERRACE | GAINSVILLE | FL | 326052641 | PC | GENERAL OPERATING SUPPORT | $20,800 | |||||
| GREENING HAITI FUND | |||||||||||
| 82 LANGSFORD STREET | GLOUCESTER | MA | 01930 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| GROWING GARDENS | |||||||||||
| 3114 SE 50TH AVENUE | PORTLAND | OR | 97206 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| GUARDIAN PARTNERS | |||||||||||
| 10814 NE HALSEY STREET | PORTLAND | OR | 97220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| HEALTH CARE WITHOUT HARM | |||||||||||
| 12355 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20191 | PC | GENERAL OPERATING SUPPORT | $25,000 | 680 | ||||
| HEALTHY BUILDING NETWORK | |||||||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| HIMALAYAN CATARACT PROJECT | |||||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| HOLLA MENTORS | |||||||||||
| 3435 NE 45TH AVENUE SUITE E | PORTLAND | OR | 97213 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| HOPE HOSPICE | |||||||||||
| 9470 HEALTHPARK CIRCLE | FORT MEYERS | FL | 33908 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| IMMOKALEE FAIR HOUSING ALLIANCE | |||||||||||
| 600 SAWGRASS BRIDGE ROAD | VENICE | FL | 34292 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| IMPACT IMMIGRATION | |||||||||||
| 1130 SW MORRISON STREET SUITE 250 | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| INCIGHT COMPANY | |||||||||||
| PO BOX 82056 | PORTLAND | OR | 97282 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| INDEPENDENT PUBLISHING RESOURCE CENTER | |||||||||||
| 318 SE MAIN STREET SUITE 155 | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| IPAS | |||||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| JACKSON COUNTY SART | |||||||||||
| 2305 ASHLAND STREET C-418 | ASHLAND | OR | 97520 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| JAPANESE AMERICAN MUSEUM OF OREGON | |||||||||||
| 411 NW FLANDERS STREET | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| LAKE HEALTH DISTRICT | |||||||||||
| 700 S J STREET | LAKEVIEW | OR | 97630 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| LAN SU CHINESE GARDEN | |||||||||||
| 220 NW 2ND AVENUE SUITE 1050 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| LANE ARTS COUNCIL | |||||||||||
| 174 E 16TH AVENUE SUITE 125 | EUGENE | OR | 97401 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| LATINO NETWORK | |||||||||||
| 410 NE 18TH AVENUE | PORTLAND | OR | 97232 | PC | LATINX COVID RELIEF AND GENERAL OPERATING SUPPORT | $25,000 | |||||
| LOUISIANA BUCKET BRIGADE | |||||||||||
| 3416 B CANAL STREET | NEW ORLEANS | LA | 70119 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| LUTHERAN GOOD SHEPHERD CHURCH MADRAS | |||||||||||
| 395 SE C STREET | MADRAS | OR | 97741 | PC | IRRIGATION SYSTEM FOR COMMUNITY GARDEN OF EATIN' | $2,500 | |||||
| MARINE CONSERVATION INSTITUTE | |||||||||||
| 4010 STONE WAY N SUITE 210 | SEATTLE | WA | 981038099 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| MASLOW PROJECT | |||||||||||
| PO BOX 999 | MEDFORD | OR | 97501 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| MEALS ON WHEELS PEOPLE | |||||||||||
| 7710 SW 31ST AVENUE | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MIRACLE THEATRE GROUP | |||||||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| MIRACLES CLUB | |||||||||||
| 4200 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| MOVEMENT ADVANCEMENT PROJECT | |||||||||||
| 1905 15TH STREET 1097 | BOULDER | CO | 803061097 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| MUSIC WORKSHOP | |||||||||||
| 4804 SW SCHOLLS FERRY ROAD | PORTLAND | OR | 97225 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| NATIONAL INDIGENOUS WOMEN'S RESOURCE CENTER | |||||||||||
| 515 LAME DEER AVENUE PO BOX 99 | LAME DEER | MT | 59043 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE | |||||||||||
| PO BOX 675 | FLAGSTAFF | AZ | 86002 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| NATIVES OF ONE WIND INDIGENOUS ALLIANCEUNETE CENTER FOR FARM WORKER ADV | |||||||||||
| 607 W MAIN P O BOX 143 | MEDFORD | OR | 97501 | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| NEED FUND DOING BUSINESS AS NORTHWEST WORKERS' JUSTICE PROJECT | |||||||||||
| 812 SW WASHINGTON SUITE 225 | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| NEIGHBORHOOD HOUSE | |||||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| NEW EXPRESSIVE WORKS | |||||||||||
| 3737 SE CARUTHERS STREET | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| NEW JERSEY HIGHLANDS COALITION | |||||||||||
| 508 MAIN STREET | BOONTON | NJ | 07005 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| NORTH BY NORTHEAST COMMUNITY HEALTH CENTER | |||||||||||
| 714 NE ALBERTA STREET | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| NURTURELY | |||||||||||
| 1472 WILSON COURT | EUGENE | OR | 974023357 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| OCEAN CONSERVANCY | |||||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| OHSU - PSU SCHOOL OF PUBLIC HEALTH | |||||||||||
| 1810 SW 5TH AVENUE | PORTLAND | OR | 97201 | PC | ENDOWED PROFESSORSHIP | $500,000 | |||||
| OPAL ENVIRONMENTAL JUSTICE OREGON | |||||||||||
| 2788 SE 82ND AVENUE SUITE 203 | PORTLAND | OR | 97266 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| OPEN HEARTS OPEN MINDS | |||||||||||
| PO BOX 4534 | PORTLAND | OR | 97208 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| OREGON BALLET THEATRE | |||||||||||
| 720 S BANCROFT STREET | PORTLAND | OR | 97239 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| OREGON CHILD ABUSE SOLUTIONS | |||||||||||
| 1827 NE 44TH AVENUE SUITE 220 | PORTLAND | OR | 97229 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| OREGON ENVIRONMENTAL COUNCIL | |||||||||||
| 222 NW DAVIS STREET SUITE 309 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| OREGON EXPUNGEMENT RELIEF PROJECT | |||||||||||
| 2940 16TH STREET SUITE 200-2 | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| OREGON HEALTH CARE INTERPRETERS ASSOCIATION | |||||||||||
| 9220 SW BARBUR BLVD SUITE 119-315 | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT | $25,500 | |||||
| OREGON HISTORICAL SOCIETY | |||||||||||
| 1200 SW PARK AVENUE | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $8,000 | |||||
| OREGON PHYSICIANS FOR SOCIAL RESPONSIBILITY | |||||||||||
| 4110 SE HAWTHORNE BLVD SUITE 758 | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| OREGON PUBLIC BROADCASTING | |||||||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| OREGON SCHOOL-BASED HEALTH ALLIANCE | |||||||||||
| 911 NE DAVIS STREET | PORTLAND | OR | 97232 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| OREGON TRADESWOMEN | |||||||||||
| 454 SE 187TH AVENUE | PORTLAND | OR | 97233 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| PARTNERSHIP FOR SAFETY & JUSTICE | |||||||||||
| 221 NW 2ND AVENUE SUITE 200 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| POINT BLUE CONSERVATION SCIENCE | |||||||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| POLITISIT FISCALLY SPONSORED BY YWCA OF GREATER PORTLAND | |||||||||||
| PO BOX 4587 | PORTLAND | OR | 97208 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| PORTLAND CHINATOWN MUSEUM | |||||||||||
| 127 NW 3RD AVENUE | PORTLAND | OR | 97208 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| PORTLAND COLUMBIA SYMPHONY | |||||||||||
| PO BOX 6559 | PORTLAND | OR | 97228 | PC | GENERAL OPERATING SUPPORT | $3,000 | |||||
| PORTLAND HOMELESS FAMILY SOLUTIONS | |||||||||||
| 6220 SE 92ND AVENUE | PORTLAND | OR | 97266 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| PORTLAND INSIGHT MEDITATION COMMUNITY | |||||||||||
| 6536 SE DUKE STREET | PORTLAND | OR | 97206 | PC | CAPITAL CAMPAIGN | $120,000 | |||||
| PORTLAND PLAYHOUSE | |||||||||||
| 602 NE PRESCOTT STREET | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| PORTLAND REFUGEE SUPPORT GROUP | |||||||||||
| 10175 SW BARBUR BLVD SUITE 102B | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| PORTLAND STREET MEDICINE | |||||||||||
| 825 NE MULTNOMAH STREET SUITE 240 | PORTLAND | OR | 97232 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| PROFILE THEATRE PROJECT | |||||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | PC | GENERAL OPERATING SUPPORT | $35,000 | |||||
| PROJECT YOUTH | |||||||||||
| P O BOX 1407 | GRANTS PASS | OR | 97528 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| RAHAB'S SISTERS | |||||||||||
| PO BOX 90234 | PORTLAND | OR | 97290 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| 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 | GENERAL OPERATING SUPPORT | $10,000 | |||||
| RED LODGE TRANSITION SERVICES | |||||||||||
| PO BOX 55157 | PORTLAND | OR | 97238 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| ROCKY MOUNTAIN INSTITUTE | |||||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| ROGUE ACTION CENTER | |||||||||||
| PO BOX 674 | TALENT | OR | 97540 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| ROGUE CLIMATE | |||||||||||
| PO BOX 1980 | PHOENIX | OR | 97535 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ROGUE VALLEY FARM TO SCHOOL | |||||||||||
| PO BOX 898 | ASHLAND | OR | 97520 | PC | GENERAL OPERATING SUPPORT | $35,000 | |||||
| RURAL ORGANIZING PROJECT | |||||||||||
| PO BOX 664 | COTTAGE GROVE | OR | 97424 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| SEXUAL ASSAULT RESOURCE CENTER | |||||||||||
| 4900 SW GRIFFITH SUITE 100 | BEAVERTON | OR | 97005 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| SIGHTLIFE | |||||||||||
| 1200 6TH AVENUE SUITE 300 | SEATTLE | WA | 98101 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| SMART READING | |||||||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SNOWCAP COMMUNITY CHARITIES | |||||||||||
| PO BOX 160 | FAIRVIEW | OR | 97024 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| SOUTHERN OREGON FRIENDS OF HOSPICE | |||||||||||
| 217 S MODOC AVENUE | PORTLAND | OR | 97504 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| SQUIRES FISCALLY SPONSORED BY IMPACT NW | |||||||||||
| PO BOX 33530 | PORTLAND | OR | 97292 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| STORE TO DOOR | |||||||||||
| 7730 SW 31ST AVENUE | PORTLAND | OR | 97219 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SUMA FISCALLY SPONSORED BY VERDE | |||||||||||
| 6899 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | PC | GENERAL OPERATING SUPPORT AND SUMA | $40,000 | |||||
| SUSTAINABLE NORTHWEST | |||||||||||
| 1130 SW MORRISON STREET SUITE 510 | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| TANANAWIT | |||||||||||
| PO BOX 1419 | WARM SPRINGS | OR | 97761 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| TERRA FIRMA RAINWATER COLLECTIVE | |||||||||||
| 1363 ROCK COURT | CARBONDALE | CO | 81623 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| THE BLACK UNITED FUND OF OREGON | |||||||||||
| 2828 NE ALBERTA STREET | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| THE EDUCATIONAL FUND TO STOP GUN VIOLENCE | |||||||||||
| SOUTHERN BUILDING 805 15TH STREET | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $20,000 | NW SUITE 410 | ||||
| THE INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION | |||||||||||
| 1500 K STREET NW SUITE 650 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| THE JOSEPHY CENTER FOR ARTS AND CULTURE | |||||||||||
| PO BOX 949 | JOSEPH | OR | 97846 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| THE OHSU FOUNDATION | |||||||||||
| 2020 SW 4TH AVENUE SUITE 900 | PORTLAND | OR | 97201 | PC | ENDOWED PROFESSORSHIP | $300,000 | |||||
| THE PORTLAND CLINIC FOUNDATION | |||||||||||
| 1221 SW YAMHILL STREET SUITE 400 | PORTLAND | OR | 97205 | PC | CAPITAL CAMPAIGN | $30,000 | |||||
| THE PSU FOUNDATION | |||||||||||
| PORTLAND STATE UNIVERSITY 1600 SW | PORTLAND | OR | 97201 | PC | CHOIR PROFESSORSHIP | $15,000 | 4TH AVENUE SUITE 730 | ||||
| THE SHADOW PROJECT | |||||||||||
| 2154 NE BROADWAY SUITE 130 | PORTLAND | OR | 97232 | PC | GENERAL OPERATING SUPPORT | $23,500 | |||||
| THOUSAND CURRENTS | |||||||||||
| 1330 BROADWAY SUITE 301 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| TRANSPONDER | |||||||||||
| 541 WILLAMETTE STREET SUITE 310 | EUGENE | OR | 97401 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| UNIDOS BRIDGING COMMUNITY | |||||||||||
| 309 NE THIRD STREET SUITE 1 | MCMINNVILLE | OR | 97128 | PC | LATINX COVID RELIEF | $10,000 | |||||
| UNIVERSITY OF WASHINGTON CARBON LEADERSHIP FORUM | |||||||||||
| UNIVERSITY OF WASHINGTON PO BOX | SEATTLE | WA | 96195 | PC | GENERAL OPERATING SUPPORT | $50,000 | 355720 | ||||
| VIRGINIA GARCIA MEMORIAL HEALTH FOUNDATION | |||||||||||
| PO BOX 6149 | ALOHA | OR | 97007 | PC | LATINX COVID RELIEF | $10,000 | |||||
| WALLOWA RESOURCES | |||||||||||
| 401 NE 1 STREET SUITE A | ENTERPRISE | OR | 97828 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| WOMEN'S FOUNDATION OF OREGON | |||||||||||
| 221 NE 2ND AVENUE SUITE 302 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| WRITE AROUND PORTLAND | |||||||||||
| 133 SW 2ND AVENUE SUITE 304 | PORTLAND | OR | 97204 | PC | GENERAL OPERATING SUPPORT | $7,500 | |||||
| YOUNG AUDIENCES OF OREGON AND SW WASHINGTON | |||||||||||
| 1220 SW MORRISON STREET SUITE 1000 | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| YOUTH RIGHTS & JUSTICE | |||||||||||
| 1785 NE SANDY BLVD SUITE 300 | PORTLAND | OR | 97232 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,535,800 | 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 | $73 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $888,838 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,547,807 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,436,826 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,436,826 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GARY MCGEE & CO. - TAX AND ACCOUNTING SERVICES | CategoryTxt |
| Amt | $6,762 | Amt |
| Net Investment Income | $3,381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,381 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERSHIRE HATHWAY | $51,068 | $51,068 |
| CVS HEALTH CORP | $179,110 | $179,110 |
| DUKE ENERGY PROGR | $174,759 | $174,759 |
| INTEL CORP | $171,472 | $171,472 |
| KEYCORP | $179,115 | $179,115 |
| MERECK & CO., INC. | $100,869 | $100,869 |
| MICROSOFT CORP | $166,546 | $166,546 |
| MORGAN STANLEY | $135,167 | $135,167 |
| NIKE, INC. | $166,566 | $166,566 |
| ORACLE CORP | $160,550 | $160,550 |
| PAYPAL HOLDINGS | $161,967 | $161,967 |
| SIMON PROPERTY G | $163,578 | $163,578 |
| STATE STREET CORP | $164,491 | $164,491 |
| TARGET CORP | $175,496 | $175,496 |
| THE ALLSTATE CORP | $165,287 | $165,287 |
| TRUIST BANK | $56,237 | $56,237 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $352,368 | $352,368 |
| ALPHABET INC. | $405,586 | $405,586 |
| AMGEN INC. | $168,728 | $168,728 |
| BLACKBAUD INC. | $236,150 | $236,150 |
| BLACKROCK INC. | $338,757 | $338,757 |
| C H ROBINSON WORLDWD | $312,127 | $312,127 |
| CITIGROUP INC | $212,271 | $212,271 |
| DANONE | $169,681 | $169,681 |
| EATON CORP PLC | $216,889 | $216,889 |
| ECOLAB INC | $342,501 | $342,501 |
| EMERSON ELECTRIC CO | $203,604 | $203,604 |
| FIRST REPUBLIC BANK SAN | $283,951 | $283,951 |
| GILEAD SCIENCES INC | $165,914 | $165,914 |
| GOLDMAN SACHS GROUP | $330,906 | $330,906 |
| HOLOGIC INC | $233,125 | $233,125 |
| HOME DEPOT INC | $363,134 | $363,134 |
| JOHNSON & JOHNSON | $206,481 | $206,481 |
| KELLOGG CO | $245,118 | $245,118 |
| KROGER CO | $202,765 | $202,765 |
| MEDTRONIC PLC | $167,589 | $167,589 |
| MICROSOFT CORP | $430,153 | $430,153 |
| MORGAN STANLEY | $346,996 | $346,996 |
| PROCTER & GAMBLE | $206,111 | $206,111 |
| QUEST DIAGNOSTIC INC | $286,332 | $286,332 |
| SALESFORCE COM | $252,859 | $252,859 |
| SAP SE | $161,127 | $161,127 |
| U S BANCORP | $296,016 | $296,016 |
| UNILEVER PLC | $154,377 | $154,377 |
| VISA INC | $224,295 | $224,295 |
| VODAFONE GROUP | $183,788 | $183,788 |
| WALT DISNEY CO | $237,756 | $237,756 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,200,840 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,200,840 | 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 INTERNATIONAL RE | FMV | $5,880,870 | $5,880,870 |
| CALVERT US LARGE CAP COR | FMV | $8,805,971 | $8,805,971 |
| CRAFT 3 | FMV | $2,000,000 | $2,000,000 |
| DODGE & COX INCOME | FMV | $2,952,794 | $2,952,794 |
| HEALTHPEAK PPTYS INC | FMV | $257,863 | $257,863 |
| ISHARES ESG AWARE MSCI | FMV | $2,305,699 | $2,305,699 |
| ISHARES ESG AWARE MSCI - USA SMALL CAP | FMV | $2,631,888 | $2,631,888 |
| VANGUARD GLBAL EX US | FMV | $909,867 | $909,867 |
| VANGUARD REAL ESTATE | FMV | $1,272,050 | $1,272,050 |
| VENTAS INC | FMV | $179,942 | $179,942 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $381,013 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $6,300 | $0 | $6,300 |
| OFFICE EXPENSES | $727 | $0 | $727 |
| INSURANCE | $860 | $0 | $860 |
| MEMBERSHIPS AND SUBSCRIPTIONS | $820 | $0 | $820 |
| OREGON CHARITY REGISTRATION FEE | $2,400 | $0 | $2,400 |
| OTHER EXPENSES | $1,499 | $0 | $1,499 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX RECLAIM | Desc |
| Revenue And Expenses Per Books | $108 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $108 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES - BECKER CAPITAL MANAGEMENT | $211,114 | $211,114 | $0 |
| MINIMIZE LLC - WEBSITE DESIGN | $672 | $0 | $672 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $704 | $704 | $0 |
| FEDERAL TAXES | $4,406 | $0 | $0 |
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