RONALD W NAITO MD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RONALD W NAITO MD FOUNDATION (EIN 83-6622391)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202131349349101593
- Schema version
- 2020v4.1
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T12:17:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-05-14 | 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 | 2020 | 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 | $42,064,140 | 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 | $3,865,267 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $468 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $468 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $820,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $820,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$719,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,024,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,966,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $820,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,540 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,075 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,465 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,264 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,632 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,632 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180,725 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,815 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,910 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $736 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $333,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,804,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,804,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,137,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,936,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $828,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $646,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $338,910 | CashBOYAmt |
| Cash EOY | $577,878 | CashEOYAmt |
| Cash EOYFMV | $577,878 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,550,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,000,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,000,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,201,443 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,616,764 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,616,764 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,562,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,750,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,750,536 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,330,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,177,147 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,177,147 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,497,646 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,941,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,941,815 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,480,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,064,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,064,140 | 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 | $39,480,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,064,140 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,480,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,064,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,480,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,064,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,480,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $828,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,755,400 | OtherIncreasesAmt |
| Subtotal | $42,064,140 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,064,140 | 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 | $20,024,522 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,744,508 | CostOrOtherBasisAmt |
| Gain Or Loss | -$719,986 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$719,986 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$719,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,986 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,568 | 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 | $13,568 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,582 | OverpaymentAmt |
| Applied To ES Tax | $4,582 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RWNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | 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 | $12,000 | $0 | $0 |
| KRISTIN ANDERSON | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE AND EXECUTIVE DIRECTOR | 25.00 | $71,540 | $0 | $0 |
| ANDREW MCDONNELL | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE | 2.00 | $12,000 | $0 | $0 |
| ANNE NAITO-CAMPBELL | ||||||||
| 25 NW 23RD PLACE SUITE 6-152 | PORTLAND | OR | 97210 | TRUSTEE | 2.00 | $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 | $169,815 | 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 | $34,566,948 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,181,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,748,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,748,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $596,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,152,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,957,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,957,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,986 | TotalTaxAmt |
| Distributable Before Adj | $1,948,617 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,948,617 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,948,617 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,936,043 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,936,043 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,936,043 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,948,617 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,225,215 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,225,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,936,043 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,948,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $987,426 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,212,641 | 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 | $2,212,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,225,215 | ExcessFromYear1Amt |
| Excess From Current Year | $987,426 | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LOI'S ARE DUE BETWEEN JULY 2ND - JULY 30. APPLICATIONS MUST BE SUBMITTED BETWEEN AUGUST 31 - OCT 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 (78 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 4D RECOVERY | |||||||||||
| 3807 NE MLK JR BLVD | PORTLAND | OR | 972121114 | PC | CAPACITY BUILDING | $20,000 | |||||
| A NEW WAY OF LIFE REENTRY PROJECT | |||||||||||
| 9512 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90002 | PC | SISTERHOOD ALLIANCE FOR FREEDOM AND EQUALITY (SAFE) HOUSING NETWORK | $20,000 | |||||
| ADELANTE MUJERES | |||||||||||
| 2030 MAIN STREET SUITE A | FOREST GROVE | OR | 97116 | PC | PROMOTORAS DE SALUD (COMMUNITY HEALTH WORKER) | $10,000 | |||||
| AFRICA CHECK 12TH FLOOR UNIVERSITY CORNER | |||||||||||
| PC | GENERAL OPERATING: FIGHTING HEALTH MISINFORMATION IN SOUTH AFRICA, KENYA AND SENEGAL | $50,000 | CNR JORISSEN AND BERTHA STREETS | BRAAMFONTEIN | JOHANNESBURG | SF | |||||
| APANO COMMUNITIES UNITED FUND | |||||||||||
| 8188 SE DIVISION STREET | PORTLAND | OR | 97206 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| AUGUST WILSON RED DOOR PROJECT | |||||||||||
| 6344 N CURTIS AVENUE | PORTLAND | OR | 97217 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| BLACK UNITED FUND OF OREGON INC | |||||||||||
| 2828 NE ALBERTA STREET | PORTLAND | OR | 97211 | PC | POST-SECONDARY OPPORTUNITIES FOR BIPOC YOUTH FROM A CULTURALLY SPECIFIC LEGACY ORGANIZATION | $15,000 | |||||
| BOOST OREGON | |||||||||||
| PO BOX 8635 | PORTLAND | OR | 97207 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| CAPACES LEADERSHIP INSTITUTE | |||||||||||
| 356 YOUNG STREET | WOODBURN | OR | 97071 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| CAUSA OF OREGON | |||||||||||
| 700 MARION STREET NE | SALEM | OR | 97301 | PC | OREGON WORKER RELIEF | $37,500 | |||||
| CENTER FOR INTERCULTURAL ORGANIZING (DBA-UNITE OREGON) | |||||||||||
| 1390 SE 122ND AVENUE | PORTLAND | OR | 97233 | PC | COVID STRONG: SUPPORTING IMMIGRANT, REFUGEE, AND PEOPLE OF COLOR OWNED BUSINESSES TO NOT GO | $10,000 | |||||
| CLACKAMAS SERVICE CENTER | |||||||||||
| 8800 SE 80TH AVENUE | PORTLAND | OR | 97206 | PC | GENERAL OPERATING SUPPORT FOR COMMUNITY NUTRITION NONPROFIT | $50,000 | |||||
| CROW'S SHADOW INSTITUTE OF THE ARTS INC | |||||||||||
| 48004 STREET ANDREWS ROAD | PENDLETON | OR | 97801 | PC | CAPACITY BUILDING: NATIVE & INDIGENOUS TRADITIONAL ARTS COORDINATOR | $25,000 | |||||
| EARTHRIGHTS | |||||||||||
| 1612 K STREET NW SUITE 800 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| EDEN REFORESTATION PROJECT | |||||||||||
| 303 W FOOTHILL BLVD UNIT 13 | GLENDORA | CA | 91741 | PC | HANDS IN THE DIRT TRAINING AND COMMUNITY CENTER | $30,000 | |||||
| FAMILIAS EN ACCION | |||||||||||
| 2710 NE 14TH AVENUE | PORTLAND | OR | 97212 | PC | ABUELA, MAMA Y YO: LATINO FOOD EQUITY | $30,000 | |||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | PC | FORGING FOOD SUPPLY CHAINS IN INDIAN COUNTRY | $20,000 | |||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN STREET 2ND FLOOR | LONGMONT | CO | 80501 | PC | COVID RESPONSE | $30,000 | |||||
| FOUR RIVERS CULTURAL CENTER AND MUSEUM | |||||||||||
| 676 SW 5TH AVENUE | ONTARIO | OR | 97914 | PC | THEATER AND FACILITY UPGRADES | $35,000 | |||||
| FRONT AND CENTERED | |||||||||||
| 1501 E MADISON STREET SUITE 250 | SEATTLE | WA | 98122 | PC | FRONT AND CENTERED CLIMATE EQUITY AND ENVIRONMENTAL JUSTICE PROJECT | $35,000 | |||||
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | |||||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PC | GENERAL FUNDING REQUEST FOR GIFFORDS LAW CENTER | $10,000 | |||||
| HEALTH CARE WITHOUT HARM | |||||||||||
| 12355 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20191 | PC | ANCHORS IN RESILIENT COMMUNITIES - WASHINGTON | $10,000 | 680 | ||||
| HERETOGETHER | |||||||||||
| 510 SW 3RD 206 | PORTLAND | OR | 97204 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| HIMALAYAN CATARACT PROJECT | |||||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| JACKSON COUNTY SART | |||||||||||
| 2305 ASHLAND STREET C-418 | ASHLAND | OR | 97520 | PC | SCHOOLS SEXUAL VIOLENCE PREVENTION PROJECT | $32,000 | |||||
| JOSEPHY CENTER FOR ARTS AND CULTURE | |||||||||||
| PO BOX 949 | JOSEPH | OR | 97846 | PC | A CAPITAL REQUEST TO PURCHASE AND MAKE CRITICAL SAFETY REPAIRS AND RENOVATIONS TO OUR FACILITY | $40,000 | |||||
| KNOW AGENDA FOUNDATION | |||||||||||
| PO BOX 56341 | PORTLAND | OR | 97238 | PC | CAPACITY BUILDING TO BENEFIT BLACK FOOD SOVEREIGNTY COALITION | $35,000 | |||||
| LAN SU CHINESE GARDEN | |||||||||||
| 220 NW 2ND AVENUE SUITE 1050 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| LINES FOR LIFE | |||||||||||
| 5100 SW MACADAM AVENUE SUITE 400 | PORTLAND | OR | 97239 | PC | YOUTHLINE NATIONAL PROGRAM EXPANSION EAST COAST | $40,000 | |||||
| LOUISIANA BUCKET BRIGADE | |||||||||||
| 3416 B CANAL STREET | NEW ORLEANS | LA | 70119 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| MAYBELLE CENTER FOR COMMUNITY | |||||||||||
| 121 NW SIXTH AVENUE | PORTLAND | OR | 97209 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| MCKENZIE RIVER GATHERING FOUNDATION | |||||||||||
| PO BOX 12489 | PORTLAND | OR | 97212 | PC | OREGON WORKER RELIEF INFRASTRUCTURE FUND | $37,500 | |||||
| MCKENZIE RIVER GATHERING FOUNDATION | |||||||||||
| PO BOX 12489 | PORTLAND | OR | 97212 | PC | SINCE TIME IMMEMORIAL FUND | $20,000 | |||||
| MIRACLE THEATRE GROUP | |||||||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | PC | UNIDAD MAS ALLA (GOING HIGHER WITH UNITY) | $10,000 | |||||
| NATIONAL INDIGENOUS WOMEN'S RESOURCE CENTER | |||||||||||
| 515 LAME DEER AVENUE PO BOX 99 | LAME DEER | MT | 59043 | PC | POLICY CENTER FOR SOCIAL CHANGE; AND HEALING BATHING BUNDLES | $40,000 | |||||
| NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE | |||||||||||
| PO BOX 68 | SCANDIA | MN | 55073 | PC | NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE CAPACITY BUILDING INITIATIVE | $40,000 | |||||
| NEED FUND DOING BUSINESS AS NORTHWEST EMPLOYMENT EDUCATION AND DEFENSE FUND | |||||||||||
| 812 SW WASHINGTON 225 | PORTLAND | OR | 97205 | PC | THE HEALTHY WORKPLACES MOVEMENT LEGAL HELP AND COVID RESPONSE | $20,000 | |||||
| NORTH BY NORTHEAST COMMUNITY HEALTH CENTER | |||||||||||
| 714 NE ALBERTA STREET | PORTLAND | OR | 97211 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| NORTHWEST ALLIANCE FOR ALTERNATIVE MEDIA & EDUCATION | |||||||||||
| 1459 CITY VIEW STREET 213 | EUGENE | OR | 97402 | PC | GENERAL OPERATING AND CAPACITY BUILDING TO BENEFIT COMMUNITY OUTREACH THROUGH RADICAL EMPOWERMENT | $25,000 | |||||
| NURTURELY | |||||||||||
| 1472 WILSON COURT | EUGENE | OR | 974023357 | PC | MILK MAGIC: RECLAIMING EQUITABLE ACCESS TO HEALTHY INFANTS AND CAREGIVERS THROUGH HUMAN MILK FEEDING | $20,000 | |||||
| OCEAN CONSERVANCY | |||||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON DC | DC | 20036 | PC | OCEAN CONSERVANCY (OC) GENERAL OPERATING | $20,000 | |||||
| OHSU FOUNDATION | |||||||||||
| 1121 SW SALMON STREET SUITE 100 | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $400,000 | |||||
| OHSU FOUNDATION | |||||||||||
| 1121 SW SALMON STREET SUITE 100 | PORTLAND | OR | 97205 | PC | CENTER FOR ETHICS - PROFESSORSHIP IN SERIOUS ILLNESS EDUCATION ENDOWMENT | $300,000 | |||||
| OIL CHANGE INTERNATIONAL | |||||||||||
| 714 G STREET SE SUITE 202 | WASHINGTON | DC | 20003 | PC | CHALLENGING OIL AND GAS DEVELOPMENT IN THE PERMIAN BASIN | $25,000 | |||||
| OREGON COAST AQUARIUM | |||||||||||
| 2820 SE FERRY SLIP ROAD | NEWPORT | OR | 97365 | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| OREGON COAST YOUTH SYMPHONY FESTIVAL | |||||||||||
| PO BOX 2405 | NEWPORT | OR | 97365 | PC | OREGON COAST YOUTH SYMPHONY FESTIVAL | $6,500 | |||||
| OREGON HEALTH CARE INTERPRETERS ASSOCIATION | |||||||||||
| 9220 SW BARBUR BLVD SUITE 119-315 | PORTLAND | OR | 97219 | PC | OUTREACH AND PILOT TRAINING FOR MAYAN INDIGENOUS HEALTH CARE INTERPRETERS | $15,500 | |||||
| OREGON HEALTH CARE INTERPRETERS ASSOCIATION | |||||||||||
| 9220 SW BARBUR BLVD SUITE 119-315 | PORTLAND | OR | 97219 | PC | COVID-19 RELATED GRANT INSTALLMENT TO COVER FEES FOR RURAL, LOW-INCOME INTERPRETERS | $14,850 | |||||
| OREGON HISTORICAL SOCIETY | |||||||||||
| 1200 SW PARK AVENUE | PORTLAND | OR | 97205 | PC | EDUCATOR OUTREACH PROJECT | $5,000 | |||||
| OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUCATION | |||||||||||
| 724 NW DAVIS STREET | PORTLAND | OR | 97209 | PC | CREATING VIRTUAL EDUCATION EXPERIENCES | $5,000 | |||||
| OREGON PUBLIC BROADCASTING | |||||||||||
| 7140 SW MACADAM AVENUE | PORTLAND | OR | 97219 | PC | OPB'S SCIENCE AND ENVIRONMENT REPORTING UNIT | $50,000 | |||||
| OREGON STATE UNIVERSITY FOUNDATION | |||||||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | PC | INCLUDING DIVERSE VOICES IN ECOLOGICAL REFLECTIONS TO BENEFIT SPRING CREEK RESIDENCY DEI INITIATIVE | $15,000 | |||||
| PASSINART A THEATRE COMPANY | |||||||||||
| 825 NE 20TH AVENUE SUITE D | PORTLAND | OR | 97228 | PC | PASSINART'S SUMMER PERFORMING ARTS - YOUTH VOICE PROJECT | $11,000 | |||||
| PLAYWRITE INC | |||||||||||
| 1907 NE 45TH AVENUE | PORTLAND | OR | 97213 | PC | GENERAL OPERATING SUPPORT FOR PLAYWRITE YOUTH WORKSHOPS | $5,000 | |||||
| POLICYLINK | |||||||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | PC | WATER EQUITY AND CLIMATE RESILIENCE CAUCUS CAPACITY BUILDING PROJECT | $50,000 | |||||
| PORTLAND CLINIC FOUNDATION | |||||||||||
| 1221 SW YAMHILL SUITE 400 | PORTLAND | OR | 97205 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| PORTLAND INSIGHT MEDITATION COMMUNITY | |||||||||||
| 6536 SE DUKE STREET | PORTLAND | OR | 97206 | PC | CAPITAL CAMPAIGN | $150,000 | |||||
| PORTLAND STREET MEDICINE | |||||||||||
| 825 NE MULTNOMAH STREET SUITE 240 | PORTLAND | OR | 97232 | PC | BUILDING CAPACITY FOR A DIRECTOR OF SERVICES | $30,000 | |||||
| PROFILE THEATRE PROJECT | |||||||||||
| PO BOX 14845 | PORTLAND | OR | 97293 | PC | PROFILE THEATRE'S 2020-21 SEASON OF PLAYS AND COMMUNITY ENGAGEMENT PROGRAMMING | $20,000 | |||||
| PROJECT ACCESS NOW | |||||||||||
| PO BOX 10953 | PORTLAND | OR | 97296 | PC | EMPOWERMENT, INCLUSIVITY, AND ACCESSIBILITY: RESPONDING TO COVID-19 WITH COLLABORATIVE SOLUTIONS | $20,000 | |||||
| RAHAB'S SISTERS | |||||||||||
| PO BOX 90234 | PORTLAND | OR | 97290 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| RAPHAEL HOUSE OF PORTLAND | |||||||||||
| 4110 SE HAWTHORNE BLVD 503 | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT/RAPHAEL HOUSE 2020 GALA CHALLENGE MATCH | $20,000 | |||||
| RED LODGE TRANSITION SERVICES | |||||||||||
| PO BOX 55157 | PORTLAND | OR | 97238 | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| ROCKY MOUNTAIN INSTITUTE | |||||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| SAFE CHILD FOUNDATION | |||||||||||
| 2911 ORCHARD HILL PLACE | LAKE OSWEGO | OR | 97035 | PC | CAPACITY BUILDING GRANT | $50,000 | |||||
| SEXUAL ASSAULT RESOURCE CENTER | |||||||||||
| 4900 SW GRIFFITH SUITE 100 | BEAVERTON | OR | 97005 | PC | CAPACITY BUILDING AT SARC | $30,000 | |||||
| SOCIAL GOOD FUND | |||||||||||
| 12651 SAN PABLO AVENUE 5473 | RICHMOND | CA | 94805 | PC | CAPACITY BUILDING TO SUPPORT GCHA ENGAGEMENT AND ADVOCACY TO PROTECT CLIMATE AND HEALTH TO BENEFIT GLOBAL CLIMATE AND HEALTH ALLIANCE | $10,000 | |||||
| STORE TO DOOR | |||||||||||
| 7730 SW 31ST AVENUE | PORTLAND | OR | 97219 | PC | BRINGING NOURISHMENT, WELLNESS, & CONNECTION TO HOMEBOUND SENIORS & ADULTS WITH DISABILITIES | $15,000 | |||||
| THE PSU FOUNDATION | |||||||||||
| PORTLAND STATE UNIVERSITY 1600 SW | PORTLAND | OR | 97201 | PC | GRADUATE TEACHING ENDOWMENT | $100,000 | 4TH AVENUE SUITE 730 | ||||
| THE SALEM KEIZER COALITION FOR EQUALITY | |||||||||||
| 3850 PORTLAND ROAD NE SUITE 100 | SALEM | OR | 97301 | PC | MENTORING SPANISH-SPEAKING IMMIGRANT PARENTS IN TRAUMA TO ENSURE THEIR CHILD'S SUCCESS & WELL-BEING | $10,000 | |||||
| THE SHADOW PROJECT | |||||||||||
| 2154 NE BROADWAY 130 | PORTLAND | OR | 97232 | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| THIRD ANGLE NEW MUSIC ENSEMBLE | |||||||||||
| PO BOX 28225 | PORTLAND | OR | 97228 | PC | SANCTUARIES, A SITE-SPECIFIC CONTEMPORARY JAZZ CHAMBER OPERA | $10,000 | |||||
| UNIVERSITY OF WASHINGTON CARBON LEADERSHIP FORUM | |||||||||||
| UNIVERSITY OF WASHINGTON BOX 355720 | SEATTLE | WA | 96195 | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| VIRGINIA GARCIA MEMORIAL HEALTH CENTER | |||||||||||
| PO BOX 6149 | ALOHA | OR | 97007 | SO I | VGMHC COVID-19 PATIENT RELIEF | $20,000 | |||||
| WALLOWA RESOURCES | |||||||||||
| 401 NE 1 STREET SUITE A | ENTERPRISE | OR | 97828 | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| WESTERN STATES CENTER INC | |||||||||||
| PO BOX 40305 | PORTLAND | OR | 97240 | PC | GENERAL OPERATING SUPPORT TO BENEFIT OREGON RECOVERS | $15,000 | |||||
| WOMEN'S FOUNDATION OF OREGON | |||||||||||
| 221 NW 2ND AVENUE SUITE 302 | PORTLAND | OR | 97209 | PC | COVID RELIEF | $75,000 | |||||
| WRITE AROUND PORTLAND | |||||||||||
| 133 SW 2ND AVENUE SUITE 304 | PORTLAND | OR | 97204 | PC | ORGANIZATIONAL SUPPORT: USING ART TO SUPPORT THE WELL-BEING OF OUR COMMUNITY THROUGHOUT COVID-19 | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,804,850 | 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 | $468 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $820,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$719,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,778 | 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 | $3,865,067 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,850,694 | FairMarketValueAmt |
| Received | 2020-02-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GARY MCGEE & CO. - TAX AND ACCOUNTING SERVICES | CategoryTxt |
| Amt | $5,264 | Amt |
| Net Investment Income | $2,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,632 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $327,913 | $327,913 |
| BERSHIRE HATHWAY | $52,436 | $52,436 |
| CATEPILLAR INC. | $456,493 | $456,493 |
| CITIGROUP INC | $55,313 | $55,313 |
| CVS HEALTH CORP | $386,565 | $386,565 |
| DUKE ENERGY PROGR | $377,284 | $377,284 |
| INTEL CORP | $364,973 | $364,973 |
| JOHN DEERE CAPIT | $56,634 | $56,634 |
| KEYCORP | $385,366 | $385,366 |
| MERECK & CO., INC. | $355,802 | $355,802 |
| MICROSOFT CORP | $375,815 | $375,815 |
| MORGAN STANLEY | $372,294 | $372,294 |
| NIKE, INC. | $365,320 | $365,320 |
| ORACLE CORP | $333,815 | $333,815 |
| PAYPAL HOLDINGS | $385,031 | $385,031 |
| SIMON PROPERTY G | $350,504 | $350,504 |
| STATE STREET CORP | $380,287 | $380,287 |
| TARGET CORP | $379,879 | $379,879 |
| THE ALLSTATE CORP | $357,598 | $357,598 |
| TRUIST BANK | $57,825 | $57,825 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $293,861 | $293,861 |
| ALPHABET INC. | $262,896 | $262,896 |
| AMGEN INC. | $170,141 | $170,141 |
| BLACKROCK INC | $310,262 | $310,262 |
| C H ROBINSON WORLDWD | $272,223 | $272,223 |
| DANONE | $179,405 | $179,405 |
| EATON CORP PLC | $150,776 | $150,776 |
| ECOLAB INC | $350,503 | $350,503 |
| EMERSON ELECTRIC CO | $176,010 | $176,010 |
| EXTENDED STAY AMERICA IN | $154,468 | $154,468 |
| FIRST REPUBLIC BANK SAN | $255,658 | $255,658 |
| GILEAD SCIENCES INC | $133,124 | $133,124 |
| GOLDMAN SACHS GROUP | $316,452 | $316,452 |
| HOLOGIC INC | $197,733 | $197,733 |
| HOME DEPOT INC | $232,418 | $232,418 |
| JOHNSON & JOHNSON | $208,843 | $208,843 |
| KELLOGG CO | $169,577 | $169,577 |
| KROGER CO | $166,740 | $166,740 |
| MEDTRONIC PLC | $189,767 | $189,767 |
| MICROSOFT CORP | $335,632 | $335,632 |
| MORGAN STANLEY | $353,272 | $353,272 |
| PROCTER & GAMBLE | $199,666 | $199,666 |
| QUEST DIAGNOSTIC INC | $197,226 | $197,226 |
| SALESFORCE COM | $221,417 | $221,417 |
| SAP SE | $149,949 | $149,949 |
| U S BANCORP | $212,683 | $212,683 |
| UNILEVER PLC | $217,900 | $217,900 |
| VISA INC | $226,386 | $226,386 |
| VODAFONE GROUP | $167,437 | $167,437 |
| WALT DISNEY CO | $278,111 | $278,111 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,616,764 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,616,764 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P SMALL | FMV | $2,183,085 | $2,183,085 |
| DODGE & COX INCOME | FMV | $2,867,422 | $2,867,422 |
| DODGE & COX INTL STOCK | FMV | $3,789,178 | $3,789,178 |
| HARDING LOEVNER INTL | FMV | $3,948,404 | $3,948,404 |
| HEALTHPEAK PPTYS INC | FMV | $215,993 | $215,993 |
| SDPR S&P 500 ETF | FMV | $4,469,735 | $4,469,735 |
| VANGUARD GLBAL EX US | FMV | $915,938 | $915,938 |
| VANGUARD GROWTH ETF | FMV | $2,620,802 | $2,620,802 |
| VANGUARD REAL ESTATE | FMV | $931,258 | $931,258 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $5,242 | $0 | $5,242 |
| TRAINING | $1,110 | $0 | $1,110 |
| OFFICE EXPENSES | $1,261 | $0 | $1,261 |
| INSURANCE | $862 | $0 | $862 |
| OREGON CHARITY REGISTRATION FEE | $2,400 | $0 | $2,400 |
| OTHER EXPENSES | $275 | $0 | $275 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,755,400 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES - BECKER CAPITAL MANAGEMENT | $169,815 | $169,815 | $0 |
| KELLEY PERSO DESIGN - WEBSITE DESIGN | $4,547 | $0 | $4,547 |
| MINIMIZE LLC - WEBSITE DESIGN | $6,363 | $0 | $6,363 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $736 | $736 | $0 |
| FEDERAL TAXES | $27,649 | $0 | $0 |
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