2021-11-15T13:14:38-06:00 2020-12-31 800305279 OPSAHL DAWSON PS 7701 NE GREENWOOD DRIVE SUITE 200 VANCOUVER WA 98662 990PF 2020-01-01 800875249 RMF FOUNDATION RMFF 5032221812 9450 SW GEMINI DR 14354 BEAVERTON OR 97008 RYAN FINLEY PRESIDENT 5032221812 2021-11-15 1 RYAN FINLEY XXX-XX-XXXX ANGELA WOODWARD CPA P00979241 3607378007 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 33774460 X 981339 485018 485018 1342973 21604949 2105259 2809330 2590277 0 0 0 2525 0 0 9400 0 0 80821 80821 0 5240 2740 0 127 0 0 98113 83561 0 3350000 3350000 3448113 83561 3350000 -638783 2506716 258475 1477602 1477602 16677152 14692601 22847738 9058308 9184949 9449120 25993935 25355152 33774460 0 0 X 21110648 21110648 2862443 3114510 2020844 1129994 25993935 25355152 25993935 25355152 25993935 -638783 252067 25607219 252067 25355152 PUBLICLY TRADED SECURITIES P 19236871 18653644 583227 583227 PUBLICLY TRADED SECURITIES D 2308499 846046 1462453 1462453 CAPITAL GAINS DIVIDENDS P 59579 59579 59579 2105259 34843 0 34843 0 34843 25832 0 50000 0 75832 X 18 40971 40971 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A RYAN FINLEY 3607378007 9450 SW GEMINI DR 14354 BEAVERTON OR 970087105 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RYAN FINLEY 9450 SW GEMINI DR 14354 BEAVERTON OR 970087105 PRESIDENT & DIRECTOR 1.00 0 0 0 MARY FINLEY 9450 SW GEMINI DR 14354 BEAVERTON OR 970087105 SECRETARY & DIRECTOR 1.00 0 0 0 DAVID E GREIN 1030 SW MORRISON ST PORTLAND OR 97205 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION DOES NOT HAVE SPECIFIC DIRECT CHARITABLE ACTIVITIES. IT CONTRIBUTES TO VARIOUS CHARITABLE ORGANIZATIONS. 0 0 29542128 834218 0 30376346 0 0 30376346 455645 29920701 1496035 1496035 34843 34843 1461192 0 1461192 0 1461192 3350000 0 3350000 0 3350000 1461192 939397 0 0 3350000 939397 0 949411 1461192 0 0 0 949411 0 0 0 0 0 949411 0 0 RYAN FINLEY MARY FINLEY X OREGON FOOD BANK 7900 NE 33RD DR PORTLAND OR 97211 PC FOR FOOD ASSISTANCE IN OREGON AND CLARK COUNTY, WA 250000 LEGACY HEALTH FOUNDATION PO BOX 4484 PORTLAND OR 97208 PC LEGACY COVID-19 RESPONSE FUND 1500000 OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 1121 SW SALMON ST STE 100 PORTLAND OR 97205 PC OHSU COVID-19 PANDEMIC REPONSE FUND 1500000 COACHART 312 ARIZONA AVE SANTA MONICA CA 90401 PC ARTS AND ATHLETICS LESSIONS FOR CHILDREN AND THEIR SIBLINGS IMPACTED BY CHILDHOOD CHRONIC ILLNESS 100000 3350000 0 14 485018 18 1342973 0 1827991 0 1827991 0 0 0 0 0 0 0 0 0 0 X X 1 RYAN FINLEY 9450 SW GEMINI DRIVE 14354 PORTLAND OR 970087105 981339 X X 1 3,768 SHARES OF FASTLY INC CL A (FSLY) 84554 2020-02-04 1 5,574 SHARES OF BLACKLINE INC COM (BL) 291146 2020-03-24 1 1,378 SHARES OF FASTLY INC CL A (FSLY) 201849 2020-03-24 1 1,378 SHARES OF FASTLY INC CL A (FSLY) 237389 2020-04-17 1 238 SHARES OF DOCUSIGN, INC. (DOCU) 56282 2020-12-19 1 1,750 SHARES OF ISHARES S&P 500 GROWTH (IVW) 110119 2020-12-23 ACCOUNTING FEES 9400 0 0 PURSUANT TO IRS SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT THE FOLLOWING CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.: TAX YEAR: 2020, AMOUNT: $949,411ADDITIONALLY, THE FOUNDATION ELECTS TO TREAT THE FOLLOWING QUALIFYING DISTRIBUTIONS MADE BY MARCH 15, 2021 IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS: TAX YEAR: 2021, AMOUNT: $31,928 AT&T INC FXD RT SR GLOBAL NT B/E DTD CLB 193945 196789 BAT CAPITAL CORPORATION NOTE M /W CLBL 371352 374384 CAPITAL ONE FINL CORP FXD RT SR NT B/E DTD CLB 333398 353837 CBS CORP NEW FXD RT SR NT B/E DTD CLB 372975 376923 CISCO SYS INC FXD RT SR NT B/E DTD 2.20 % 354802 356104 CITIGROUP INC FIXED TO FLTG RATE NT B/E DTD CLB 277870 277638 CVS HEALTH CORP 4.3% 03/25/2028 367405 374837 DIGITAL RLTY TR LP NOTE CALL MAKE WHOLE 348307 378737 GENERAL MTRS FINL CO INC GTD FXD RT SR NT B/E DTD CLB 377318 381670 GENUINE PARTS CO NT B/E DTD CLB 380089 382055 GOLDMAN SACHS GROUP INC FIXED TO FLTG RATE NOTES B/E DTD 3.272 % 329489 339583 JPMORGAN CHASE & CO FIXED TO FLTG RATE NT B/E DTD CLB 182866 183899 JPMORGAN CHASE & CO. 3.20 % DUE JAN 25, 2023 328705 344048 LEGGETT & PLATT INC SR NT B/E DTD CLB 206363 206057 OMNICOM GROUP INC SR NT B/E DTD 3.625 % 358549 370258 PHILLIPS 66 GTD NT B/E DTD CLB 343982 350234 PUBLIC SVC ENTERPRISE GROUP INC FXD RT SR NT B/E DTD CLB 355814 376782 SIMON PPTY GROUP L P NT B/E DTD CLB 393693 409668 TOYOTA MOTOR CREDIT CORPORATION 3.40 % DUE SEP 15, 2021 357161 362608 UNITED TECHNOLOGIES CORP FXD RT SR NT B/E DTD CLB 382485 382683 VERIZON COMMUNICATIONS INC FLTG RATE SENIOR NOTE B/E DTD 226747 227455 WALGREENS BOOTS ALLIANCE INC NOTE 3.45 % DUE JUN 1, 2026 189677 205716 WELLS FARGO & CO NEW FXD RT SR NT B/E DTD 3.00 % 390694 393329 WELLS FARGO & COMPANY 4.60 % 336922 338538 WHIRLPOOL CORP SR NT B/E DTD CLB 347532 378020 BANK NOVA SCOTIA B C NT 365162 396918 HSBC HLDGS PLC NT B/E DTD 319316 331018 SUNCOR ENERGY INC NEW NT B/E DTD CLB 392331 399332 DOCUSIGN INC 56283 52907 INVESCO QQQ TRUST 427478 797841 ISHARES EDGE MSCI MIN VOL USA ETF 3265136 3766593 ISHARES HIGH DIV ETF 943650 971734 ISHARES NASDAQ BIOTECHNOLOGY ETF 211603 332672 ISHARES RUSSELL 1000 VALUE ETF 1936911 3463371 ISHARES TR S&P 500 GROWTH ETF 3223359 6728287 ISHARES TR S&P MIDCAP 400 GROWTH ETF 458957 1025524 ISHARES TR S&P SMALL-CAP 600 GROWTH ETF 458606 1095215 VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD ETF SHS 304623 346136 JOHCM INTERNATIONAL SELECT FUND CLASS I 1853065 2422039 VANGUARD EMERGING ETF 146365 155942 VANGUARD REAL ESTATE ETF 429681 432039 SPDR GOLD SHARES 976884 1257438 LEGAL FEES 2525 0 0 CY CONTRIBUTED SECURITIES - DONEE'S COST (DECREAE RE) 252067 BANK FEES 127 0 0 CY CONTRIBUTED SECURITIES - DONEE'S COST (INCREASE APIC) 252067 INVESTMENT ADVISOR FEE 80821 80821 0 FOREIGN TAXES PAID 2740 2740 0 OREGON DEPARTMENT OF JUSTICE FEE 2400 0 0 OREGON SECRETARY OF STATE FEE 100 0 0