Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ROBERT D AND MARCIA H RANDALL
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)9500 SW BARBUR BOULEVARD 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97219
A Employer identification number

93-1318923
B Telephone number (see instructions)

(503) 293-6210
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,366,842J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 28,608
2 Check bullet.............
3 Interest on savings and temporary cash investments 634 634  
4 Dividends and interest from securities... 56,680 50,674  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,368
b Gross sales price for all assets on line 6a 131,291
7 Capital gain net income (from Part IV, line 2)... 33,368
8 Net short-term capital gain.........  
9 Income modifications........... 4,000,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 51 51  
12 Total. Add lines 1 through 11........ 119,341 84,727 4,000,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 148,221 20,433   127,788
14 Other employee salaries and wages...... 23,780 3,567   20,213
15 Pension plans, employee benefits....... 10,881 1,632   9,249
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,666 467   4,199
c Other professional fees (attach schedule).... Click to see attachment 34,231 32,121   18
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,171 2,593   9,578
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 324 0   324
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,791 17   6,774
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 242,065 60,830   178,143
25 Contributions, gifts, grants paid....... 1,103,700 1,103,700
26 Total expenses and disbursements. Add lines 24 and 25 1,345,765 60,830   1,281,843
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,226,424
b Net investment income (if negative, enter -0-) 23,897
c Adjusted net income (if negative, enter -0-)... 4,000,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 156,468 2,895,973 2,895,976
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,631,051 Click to see attachment1,663,553 2,791,471
c Investments—corporate bonds (attach schedule)....... 622,616 Click to see attachment622,616 679,395
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,410,135 5,182,142 6,366,842
Liabilities 17 Accounts payable and accrued expenses.......... 2,940 1,371
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 2,940 1,371
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,407,195 5,180,771
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,407,195 5,180,771
30 Total liabilities and net assets/fund balances (see instructions). 2,410,135 5,182,142
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,407,195
2
Enter amount from Part I, line 27a .....................
2
-1,226,424
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,000,000
4
Add lines 1, 2, and 3 ..........................
4
5,180,771
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,180,771
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,621   4,790 831
b 87,099   72,327 14,772
c 31,908   20,806 11,102
d 6,663     6,663
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       831
b       14,772
c       11,102
d       6,663
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 33,368
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 332
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 332
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 332
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,385
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,385
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,053
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,053 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKIRK A BASS TRUSTEE Telephone no.bullet (503) 245-1131

    Located atbullet9500 SW BARBUR BOULEVARD SUITE 300PORTLANDOR ZIP+4bullet97219
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARCIA H RANDALL TRUSTEE
    2.00     		0 0 0
    9500 SW BARBUR BLVD STE 300
    PORTLAND,OR97219
    RANDALL E NORGART TRUSTEE
    2.00     		0 0 0
    9500 SW BARBUR BLVD STE 300
    PORTLAND,OR97219
    RONALD L KOOS TRUSTEE
    2.00     		0 0 0
    9500 SW BARBUR BLVD STE 300
    PORTLAND,OR97219
    KIRK A BASS TRUSTEE
    2.00     		0 0 0
    9500 SW BARBUR BLVD STE 300
    PORTLAND,OR97219
    LYNN HALLBACKA TRUSTEE
    2.00     		12,000 0 0
    9500 SW BARBUR BLVD STE 300
    PORTLAND,OR97219
    BRIAN RIFFEL EXECUTIVE DIRECTOR
    40.00     		136,221 10,382 0
    9500 SW BARBUR BLVD STE 300
    PORTLAND,OR97219
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,973,820
    b
    Average of monthly cash balances.......................
    1b
    2,791,319
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,765,139
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,765,139
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    86,477
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,678,662
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    283,933
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    283,933
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    332
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    332
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    283,601
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,000,000
    5
    Add lines 3 and 4............................
    5
    4,283,601
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,283,601
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,281,843
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,281,843
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,281,843
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 4,283,601
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 6,956,310
    b From 2016...... 7,330,296
    c From 2017...... 7,295,128
    d From 2018...... 694,047
    e From 2019...... 5,693,991
    fTotal of lines 3a through e........ 27,969,772
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,281,843
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,281,843
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 3,001,758 3,001,758
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 24,968,014
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		3,954,552
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		21,013,462
    10 Analysis of line 9:
    a Excess from 2016.... 7,330,296
    b Excess from 2017.... 7,295,128
    c Excess from 2018.... 694,047
    d Excess from 2019.... 5,693,991
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MARCIA H RANDALL
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BRIAN RIFFEL
    9500 SW BARBUR BOULEVARD SUITE 300
    PORTLAND,OR97219
    (503) 293-6210
    bThe form in which applications should be submitted and information and materials they should include:
    PRE-APPLICATION REQUIRED. INSTRUCTIONS MAY BE OBTAINED FROM BRIAN RIFFEL.
    cAny submission deadlines:
    PRE-APPLICATION DEADLINES ARE JUNE 15TH AND DECEMBER 15TH.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE 501(C)(3) ORGANIZATION. PREFERENCE IS GIVEN TO PACIFIC NORTHWEST APPLICANTS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS
    PO BOX 4666
    MEDFORD,OR97501     		N/A PC FOOD SHARE PROGRAM 7,500
    ALBERTINA KERR CENTERS FOUNDATION INC
    424 NE 22ND AVENUE
    PORTLAND,OR97232     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    AMERICAN RED CROSS
    CASCADES REGION
    PORTLAND,OR97227     		N/A PC IMMEDIATE NEED AND GENERAL SUPPORT FOR THE CASCADES REGION 10,000
    AMERICAN RED CROSS
    CASCADES REGION
    PORTLAND,OR97227     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT FOR OREGON WILDFIRE RELIEF IN THE CASCADES REGION 1,000
    ANTFARM INC
    39140 PROCTOR BOULEVARD
    SANDY,OR97055     		N/A PC LEARNING GARDEN 10,000
    ASSISTANCE LEAGUE OF BEND
    PO BOX 115
    BEND,OR97709     		N/A PC OPERATION SCHOOL BELL 10,000
    BRADLEY ANGLE
    5432 N ALBINA AVENUE
    PORTLAND,OR972172304     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 10,000
    BRADLEY ANGLE
    5432 N ALBINA AVENUE
    PORTLAND,OR972172304     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    BRIDGEWAY HOUSE
    PO BOX 10639
    EUGENE,OR97440     		N/A PC SOCIAL GROUP PROGRAM 10,000
    CASA OF CLACKAMAS COUNTY
    421 HIGH STREET
    OREGON CITY,OR970452202     		N/A PC COURT APPOINTED SPECIAL ADVOCATES FOR CLACKAMAS COUNTY FOSTER CHILDREN 9,600
    CASA OF OREGON
    20508 SW ROY ROGERS ROAD
    SHERWOOD,OR97140     		N/A PC EXPAND FINANCIAL HOUSEHOLD RESILIENCY EDUCATION PROGRAM 5,000
    CASCADE POLICY INSTITUTE
    4850 SW SCHOLLS FERRY ROAD
    PORTLAND,OR97225     		N/A PC GENERAL PROGRAM SUPPORT 10,000
    CASCADIA BEHAVIORAL HEALTHCARE INC
    OFFICE OF PHILANTHROPY
    PORTLAND,OR97207     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    CENTRAL OREGON VETERANS OUTREACH INC
    61510 S HIGHWAY 97
    BEND,OR97702     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    CHILDREN'S CANCER ASSOCIATION
    1200 NW NAITO PARKWAY
    PORTLAND,OR97209     		N/A PC MYMUSICRX PROGRAM 10,000
    CHILDREN'S CENTER
    1713 PENN LANE
    OREGON CITY,OR970451528     		N/A PC PREVENTION PROGRAM 10,000
    CLACKAMAS COUNTY MEALS ON WHEELS INC
    PO BOX 68575
    MILWAUKIE,OR97268     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    CLACKAMAS SERVICE CENTER INC
    8800 SE 80TH AVENUE
    PORTLAND,OR97206     		N/A PC COMMUNITY NUTRITION PROGRAM 10,000
    CLACKAMAS WOMEN'S SERVICES
    256 WARNER MILNE ROAD
    OREGON CITY,OR970454014     		N/A PC CHILDRENS PROGRAM 10,000
    CLASSROOM LAW PROJECT
    620 SW MAIN STREET SUITE 102
    PORTLAND,OR97205     		N/A PC 2020 SUMMER INSTITUTE 10,000
    COMPASS HOUSE INC
    37 N IVY STREET
    MEDFORD,OR97501     		N/A PC CAPITAL PROJECT 8,000
    DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
    7528 N FENWICK
    PORTLAND,OR97217     		N/A PC NEW SCHOOL BUILDING 25,000
    FAMILY AND COMMUNITY TOGETHER
    2475 SE LADD AVE SUITE 430
    PORTLAND,OR97232     		N/A PC SUPPORT LINE 10,000
    FAMILY OF FRIENDS MENTORING
    1333 NW EASTMAN PARKWAY
    GRESHAM,OR97030     		N/A PC OUTREACH AND ENGAGEMENT 10,000
    FARMERS MARKET FUND
    240 N BROADWAY SUITE 129
    PORTLAND,OR972271879     		N/A PC DOUBLE UP FOOD BUCKS PROGRAM 7,000
    FINANCIAL BEGINNINGS WASHINGTON
    PO BOX 58032
    TUKWILA,WA98138     		N/A PC FINANCIAL FOUNDATIONS PROGRAM 10,000
    FISH OF VANCOUVER
    906 HARNEY STREET
    VANCOUVER,WA98660     		N/A PC VOLUNTEER COORDINATOR AND PERSONAL PROTECTIVE EQUIPMENT 10,000
    FOREST GROVE RESTORE
    PO BOX 806
    FOREST GROVE,OR97116     		N/A PC FACILITY IMPROVEMENTS 5,000
    FRIENDLY HOUSE INC
    2617 NW SAVIER
    PORTLAND,OR97210     		N/A PC PRESCHOOL SUPPORT 10,000
    GROWING GARDENS
    3114 SE 50TH AVENUE
    PORTLAND,OR97206     		N/A PC HOME GARDENS PROGRAM 10,000
    HAND2MOUTH
    3121 SOUTH MOODY SUITE 105
    PORTLAND,OR97239     		N/A PC STUDENT VOICES PROGRAM 7,500
    HARPER'S PLAYGROUND
    1477 NW EVERETT STREET
    PORTLAND,OR97209     		N/A PC BUILD AN ACCESSIBLE MARSHALL PARK PLAYGROUND 10,000
    HOPSCOTCH FOUNDATION
    2730 SE KNAPP STREET
    PORTLAND,OR972028741     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    IURBAN TEEN
    2100 LAKE WASHINGTON BOULEVARD N
    RENTON,WA98056     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT FOR THE PORTLAND CHAPTER 1,000
    JOY CHURCH EUGENE
    2940-B CHAD DRIVE
    EUGENE,OR97408     		N/A PC INDOOR COMMUNITY PLAY PLACE 10,000
    LAN SU CHINESE GARDEN
    220 NW SECOND AVENUE
    PORTLAND,OR97209     		N/A PC CHILDREN AND FAMILIES PROGRAM 10,000
    LIBERTY HOUSE
    2685 4TH STREET NE
    SALEM,OR97301     		N/A PC FORENSIC INTERVIEWER PROGRAM 10,000
    LIBERTY THEATRE
    1203 COMMERCIAL STREET
    ASTORIA,OR97103     		N/A PC RESTORATION ENHANCEMENT PROJECT 10,000
    LIFEWORKS NORTHWEST
    14600 NW CORNELL ROAD
    PORTLAND,OR972295442     		N/A PC IMMEDIATE NEED GIFT FOR THE RELIEF NURSERY PROGRAM 5,000
    LIFT URBAN PORTLAND
    2401 NW VAUGHN STREET
    PORTLAND,OR97210     		N/A PC PANDEMIC RESUPPLY 10,000
    MEALS ON WHEELS PEOPLE INC
    7710 SW 31ST AVENUE
    PORTLAND,OR97219     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 10,000
    MOUNTAINSTAR FAMILY RELIEF NURSERY
    2125 NE DAGGETT LANE
    BEND,OR97701     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS OF SOUTHWEST WASHINGTON
    2500 MAIN STREET SUITE 120
    VANCOUVER,WA98660     		N/A PC ENDING THE SILENCE PROGRAM 10,000
    NEW AVENUES FOR YOUTH INC
    1220 SW COLUMBIA STREET
    PORTLAND,OR97201     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT FOR THE SMYRC PROGRAM 1,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219     		N/A PC ROBERT D. AND MARCIA H. RANDALL FUND FOR LIFELONG LEARNING 250,000
    OREGON ZOO FOUNDATION
    4001 SW CANYON ROAD
    PORTLAND,OR972212705     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    OUTSIDE IN
    1132 SW 13TH AVENUE
    PORTLAND,OR972051703     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    THE PATHFINDERS NETWORK
    2501 SW FIRST AVENUE
    PORTLAND,OR97201     		N/A PC MENTORING INSIDE OUT 10,000
    PEARL BUCK CENTER INC
    3690 W 1ST AVENUE
    EUGENE,OR97402     		N/A PC THERAPEUTIC PRESCHOOL AND FAMILY SUPPORTS 10,000
    PORTLAND HOMELESS FAMILY SOLUTIONS
    6220 SE 92ND AVENUE
    PORTLAND,OR97266     		N/A PC ADULT EDUCATION CLASSES 10,000
    PORTLAND HOMELESS FAMILY SOLUTIONS
    6220 SE 92ND AVENUE
    PORTLAND,OR97266     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    PORTLAND ROSE FESTIVAL FOUNDATION
    1020 SW NAITO PARKWAY
    PORTLAND,OR972043203     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    PORTLAND TOY AND JOYMAKERS INC
    5916 NE GOING STREET
    PORTLAND,OR97218     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    PORTLAND YOUTH PHILHARMONIC ASSOCIATION
    9320 SW BARBUR BOULEVARD
    PORTLAND,OR972195404     		N/A PC VIRTUAL CHILDRENS CONCERT 7,500
    PORTLAND YOUTHBUILDERS
    4816 SE 92ND AVENUE
    PORTLAND,OR97266     		N/A PC BUILDING BRIDGES PROJECT 7,500
    PROJECT LEMONADE INC
    PO BOX 96144
    PORTLAND,OR97296     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    PROVIDENCE CHILD CENTER FOUNDATION
    830 NE 47TH AVENUE
    PORTLAND,OR972132212     		N/A PC SWINDELLS CENTER VIRTUAL/REMOTE SUPPORTS FOR FAMILIES 10,000
    RANDALL CHILDREN'S HOSPITAL FOUNDATION
    PO BOX 4484
    PORTLAND,OR97208     		N/A PC IMMEDIATE NEED AND GENERAL SUPPORT FOR CARES NORTHWEST PROGRAM 10,000
    RANDALL CHILDREN'S HOSPITAL FOUNDATION
    PO BOX 4484
    PORTLAND,OR97208     		N/A PC IMMEDIATE NEED AND GENERAL SUPPORT FOR CARES NORTHWEST PROGRAM 5,000
    RANDALL CHILDREN'S HOSPITAL FOUNDATION
    PO BOX 4484
    PORTLAND,OR97208     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BOULEVARD
    PORTLAND,OR97214     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 10,000
    REACH COMMUNITY DEVELOPMENT INC
    4150 SW MOODY AVENUE
    PORTLAND,OR972394417     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    REACH COMMUNITY DEVELOPMENT INC
    4150 SW MOODY AVENUE
    PORTLAND,OR972394417     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    READING RESULTS
    3115 NE SANDY BOULEVARD
    PORTLAND,OR97232     		N/A PC READING INTERVENTION PROGRAM 10,000
    RETURNING VETERANS PROJECT
    PO BOX 14035
    PORTLAND,OR97293     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    THE RIVOLI COALITION
    PO BOX 1402
    PENDLETON,OR97801     		N/A PC RIVOLI THEATER RESTORATION 10,000
    ROGUE RETREAT
    711 E MAIN STREET SUITE 25
    MEDFORD,OR97504     		N/A PC HOUSING AND RECOVERY PROGRAMS SUPPORT 10,000
    THE SALVATION ARMY
    PO BOX 2398
    PORTLAND,OR97208     		N/A PC IMMEDIATE NEED AND GENERAL SUPPORT FOR THE CASCADE DIVISION 10,000
    THE SALVATION ARMY
    PO BOX 2398
    PORTLAND,OR97208     		N/A PC IMMEDIATE NEED AND GENERAL SUPPORT FOR THE OREGON WILDFIRES RELIEF FUND IN THE CASCADE DIVISION 5,000
    THE SALVATION ARMY
    PO BOX 2398
    PORTLAND,OR97208     		N/A PC 2020 YEAR-END IMMEDIATE NEED-OREGON WILDFIRES RELIEF FUND IN THE CASCADE DIVISION 1,000
    SCHOOL GARDEN PROJECT OF LANE COUNTY
    454 WILLAMETTE STREET SUITE 205
    EUGENE,OR97403     		N/A PC "SCIENCE IN THE GARDEN" PROGRAM 10,000
    THE SHADOW PROJECT
    2154 NE BROADWAY STREET
    PORTLAND,OR97232     		N/A PC READING MENTORS PROGRAM 9,100
    SMART READING
    101 SW MARKET STREET
    PORTLAND,OR972015701     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    SNOWCAP COMMUNITY CHARITIES
    PO BOX 160
    FAIRVIEW,OR97024     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    SPARROW CLUBS USA
    906 NE GREENWOOD AVENUE 2
    BEND,OR97701     		N/A PC CENTRAL OREGON EXPANSION PROJECT 10,000
    ST ANDREW LEGAL CLINIC
    807 NE ALBERTA STREET
    PORTLAND,OR97211     		N/A PC A CHILD'S VOICE 5,000
    SUNSHINE PANTRY
    10895 SW 5TH STREET
    BEAVERTON,OR97005     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    TRANSITION PROJECTS INC
    665 NW HOYT STREET
    PORTLAND,OR97209     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    TRANSITION PROJECTS INC
    665 NW HOYT STREET
    PORTLAND,OR97209     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    UNION GOSPEL MISSION
    3 NW THIRD AVENUE
    PORTLAND,OR97209     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    UNION GOSPEL MISSION
    3 NW THIRD AVENUE
    PORTLAND,OR97209     		N/A PC 2020 YEAR-END IMMEDIATE NEED GIFT 1,000
    UNITED WAY OF THE COLUMBIA-WILLAMETTE
    619 SW 11TH AVE SUITE 300
    PORTLAND,OR97205     		N/A PC COMMUNITY PARTNER PROGRAM 250,000
    URBAN GLEANERS
    PO BOX 6344
    PORTLAND,OR97228     		N/A PC 2020 HEALTHY FOOD DELIVERY EXPANSION PROJECT 20,000
    VIRGINIA GARCIA MEMORIAL FOUNDATION
    PO BOX 6149
    ALOHA,OR97007     		N/A PC IMMEDIATE NEED/GENERAL OPERATING SUPPORT 5,000
    VOLUNTEERS IN MEDICINE CLINIC OF THE CASCADES
    2300 NE NEFF ROAD
    BEND,OR97701     		N/A PC MEDICAL CARE AND PRESCRIPTIONS 10,000
    WILSONVILLE LITTLE LEAGUE
    29030 SW TOWN CENTER LOOP E
    WILSONVILLE,OR97070     		N/A PC NEW FIELD 10,000
    YOUTH VILLAGES INC - OREGON
    PO BOX 368
    MARYLHURST,OR97036     		N/A PC LIFESET PROGRAM 10,000
    Total .................................bullet 3a 1,103,700
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 634  
    4 Dividends and interest from securities....     14 56,680  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 51  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 33,368  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 90,733 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    90,733
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE ROBERT D AND MARCIA H RANDALL
    CHARITABLE TRUST
    Employer identification number

    93-1318923
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE ROBERT D AND MARCIA H RANDALL
    CHARITABLE TRUST         		Employer identification number
    93-1318923
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THE RANDALL GROUP INC
     
    9500 SW BARBUR BLVD 300
     
    PORTLAND, OR97219

    		$ 28,608


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE ROBERT D AND MARCIA H RANDALL
    CHARITABLE TRUST         		Employer identification number

    93-1318923
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE ROBERT D AND MARCIA H RANDALL
    CHARITABLE TRUST         		Employer identification number

    93-1318923
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE ROBERT D AND MARCIA H RANDALL
     
    CHARITABLE TRUST
    EIN:
    93-1318923
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,666 467   4,199

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ROBERT D AND MARCIA H RANDALL
     
    CHARITABLE TRUST
    EIN:
    93-1318923
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES US AGGREGATE BD FUND 199,802 219,242
    VANGUARD INTERMEDIATE-TERM 154,003 175,338
    ISHARES NAT'L MUNI BOND ETF 268,811 284,796
    ACCRUED INCOME 0 19

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT D AND MARCIA H RANDALL
     
    CHARITABLE TRUST
    EIN:
    93-1318923
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALIBABA GROUP HLDG LTD 3,181 8,611
    AMAZON COM INC 3,920 16,285
    APTIV PLC 5,102 10,293
    LVMH MOET HENNESSY LOUIS VUITTON 5,613 11,127
    DIAGEO PLC 3,141 4,605
    NESTLE SA 4,816 5,072
    PROCTER GAMBLE CO 4,829 5,705
    CHEVRON CORP 5,694 4,138
    BERKSHIRE HATHAWAY INC DEL 2,399 6,956
    BLACKROCK INC 5,957 9,380
    BLACKSTONE GROUP INC 3,948 4,277
    CITIGROUP INC 6,425 7,831
    DBS GROUP HLDGS 6,129 5,949
    INTERCONTINENTAL EXCH INC 2,896 3,574
    S&P GLOBAL INC 2,773 2,630
    TRANSUNION 3,826 4,465
    ABBOTT LABS 6,107 7,774
    BOSTON SCIENTIFIC CORP 4,819 6,183
    HILL ROM HLDGS INC 3,912 3,723
    REPLIGEN CORP 3,100 3,833
    ROCHE HLDGS AG 3,595 6,292
    TELEDOC HEALTH INC 1,491 5,999
    UNITED HEALTH GROUP INC 4,119 5,962
    ATLAS COPCO AB 3,434 4,205
    CHINA HIGH PRECISION AUTO 2,124 430
    FANUC CORP 5,942 8,843
    FORTIVE CORP 2,274 2,974
    ADOBE INC 3,989 5,501
    APPLE INC 2,173 12,738
    ASML HOLDINGS NV 4,499 7,316
    ATLASSIAN CORP PLC 2,177 3,508
    BROADCOM INC 5,705 10,071
    DASSAULT SYSTEMS 1,904 6,709
    KEYENCE CORP 1,054 8,988
    MASTERCARD INC 704 11,065
    MICROSOFT CORP 6,116 9,119
    NIDEC CORP 1,289 10,938
    NXP SEMICONDUCTORS 3,227 3,498
    PAYPAL HOLDINGS INC 3,928 9,602
    SPODIFY INC 2,784 3,396
    TAIWAN SEMICONDUCTOR MFG LTD 4,095 7,633
    FREEPORT MCMORAN INC 3,275 4,267
    ALPHABET INC 2,782 8,763
    DISNEY WALT CO 2,902 5,435
    FACEBOOK INC 6,170 6,556
    TENCENT HOLDINGS LTD 2,681 10,329
    NEXTERA ENERGY INC 6,432 9,875
    ASAHI GROUP HLDGS LTD 5,966 5,138
    LOWES COS INC 19,882 56,981
    STARBUCKS CORP 20,137 57,769
    TJX COS INC 9,675 49,852
    COSTCO WHSL CORP 6,673 67,820
    PROCTER & GAMBLE CO 19,707 41,742
    CHEVRON CORP 9,528 19,001
    BLACKROCK INC 12,794 61,331
    JP MORGAN CHASE 18,883 46,381
    BECTON DICKINSON & CO 14,733 38,784
    HONEYWELL INTL INC 13,060 49,984
    UNION PACIFIC CORP 4,429 62,466
    APPLE INC 15,372 126,852
    CISCO SYS INC 17,097 45,197
    VISA INC 5,367 62,338
    BAIRD MIDCAP 60,000 81,613
    CONESTOGA SM CAP 60,000 85,121
    HARDING LOEVNER FDS INC 25,000 24,991
    HARTFORD SCHRODERS EMERG MKT 50,000 59,548
    ISHARES RUSSELL MID-CAP 261,793 356,803
    ISHARES RUSSELL 2000 ETF 157,722 214,686
    MFS MID CAP VALUE FUND 60,000 70,436
    OAKMARK INTL FUND 25,000 24,885
    VANGUARD FTSE DEV MKTS 213,447 229,441
    VANGUARD FTSE EMERG MKTS 47,759 75,666
    VANGUARD S&P 500 ETF 270,077 386,651
    WELLS FARGO SPECIAL SM CAP 60,000 67,468
    ACCRUED INCOME 0 103

    TY 2020 OtherExpensesSchedule
    Name:
    THE ROBERT D AND MARCIA H RANDALL
     
    CHARITABLE TRUST
    EIN:
    93-1318923
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 5,660 0   5,660
    INSURANCE 762 0   762
    WORKERS COMPENSATION INSURANCE 217 0   217
    OFFICE EXPENSES 135 0   135
    MISC. INVESTMENT FEES 17 17   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE ROBERT D AND MARCIA H RANDALL
     
    CHARITABLE TRUST
    EIN:
    93-1318923
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENT INCOME 51 51 51


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ROBERT D AND MARCIA H RANDALL
     
    CHARITABLE TRUST
    EIN:
    93-1318923
    Description Amount
    GRANT RECOVERY 4,000,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT D AND MARCIA H RANDALL
     
    CHARITABLE TRUST
    EIN:
    93-1318923
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 34,213 32,121   0
    EMPLOYMENT SCREENING 18 0   18


    TY 2020 TaxesSchedule
    Name:
    THE ROBERT D AND MARCIA H RANDALL
     
    CHARITABLE TRUST
    EIN:
    93-1318923
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 981 981   0
    PAYROLL TAX 10,749 1,612   9,137
    OREGON CHARITABLE ORG. FEE 441 0   441
    FEDERAL INCOME TAXES 1,000 0   0