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
RONALD W NAITO MD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)25 NW 23RD PLACE NO 6-152
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97210
A Employer identification number

83-6622391
B Telephone number (see instructions)

(503) 294-9440
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$42,064,140J 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) 3,865,267
2 Check bullet.............
3 Interest on savings and temporary cash investments 468 468  
4 Dividends and interest from securities... 820,296 820,296  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -719,986
b Gross sales price for all assets on line 6a 20,024,522
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
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).......      
12 Total. Add lines 1 through 11........ 3,966,045 820,764  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 107,540 1,075   106,465
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,264 2,632   2,632
c Other professional fees (attach schedule).... Click to see attachment 180,725 169,815   10,910
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28,385 736   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 36 0   36
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,150 0   11,150
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 333,100 174,258   131,193
25 Contributions, gifts, grants paid....... 2,804,850 2,804,850
26 Total expenses and disbursements. Add lines 24 and 25 3,137,950 174,258   2,936,043
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 828,095
b Net investment income (if negative, enter -0-) 646,506
c Adjusted net income (if negative, enter -0-)...  
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............. 338,910 577,878 577,878
2 Savings and temporary cash investments......... 7,550,000 1,000,000 1,000,000
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) 6,201,443 Click to see attachment5,616,764 5,616,764
b Investments—corporate stock (attach schedule)....... 11,562,429 Click to see attachment6,750,536 6,750,536
c Investments—corporate bonds (attach schedule)....... 5,330,217 Click to see attachment6,177,147 6,177,147
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,497,646 Click to see attachment21,941,815 21,941,815
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) 39,480,645 42,064,140 42,064,140
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 0
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 39,480,645 42,064,140
29 Total net assets or fund balances (see instructions)..... 39,480,645 42,064,140
30 Total liabilities and net assets/fund balances (see instructions). 39,480,645 42,064,140
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
39,480,645
2
Enter amount from Part I, line 27a .....................
2
828,095
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,755,400
4
Add lines 1, 2, and 3 ..........................
4
42,064,140
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
42,064,140
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
c
d
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 20,024,522   20,744,508 -719,986
b
c
d
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       -719,986
b
c
d
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 -719,986
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 8,986
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 8,986
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 8,986
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,568
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 13,568
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 4,582
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,582 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
     
    No
    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 addressbulletWWW.RWNFOUNDATION.ORG
    14
    The books are in care ofbulletGARY MCGEE CO LLP Telephone no.bullet (503) 222-2515

    Located atbullet1000 SW BROADWAY SUITE 1200PORTLANDOR ZIP+4bullet97205
    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
    ELIZABETH ANDERSON PRESIDENT/TRUSTEE
    5.00     		12,000 0 0
    25 NW 23RD PLACE SUITE 6-152
    PORTLAND,OR97210
    KRISTIN ANDERSON TRUSTEE AND EXECUTIVE DIRECTOR
    25.00     		71,540 0 0
    25 NW 23RD PLACE SUITE 6-152
    PORTLAND,OR97210
    ANDREW MCDONNELL TRUSTEE
    2.00     		12,000 0 0
    25 NW 23RD PLACE SUITE 6-152
    PORTLAND,OR97210
    ANNE NAITO-CAMPBELL TRUSTEE
    2.00     		12,000 0 0
    25 NW 23RD PLACE SUITE 6-152
    PORTLAND,OR97210
    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
    BECKER CAPITAL MANAGEMENT INC INVESTMENT MANAGEMENT 169,815
    1211 SW 5TH AVENUE SUITE 2185
    PORTLAND,OR97204
    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
    34,566,948
    b
    Average of monthly cash balances.......................
    1b
    5,181,329
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    39,748,277
    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
    39,748,277
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    596,224
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    39,152,053
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,957,603
    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
    1,957,603
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,986
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,986
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,948,617
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,948,617
    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
    1,948,617
    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
    2,936,043
    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
    2,936,043
    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
    2,936,043
    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 1,948,617
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 1,225,215
    fTotal of lines 3a through e........ 1,225,215
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,936,043
    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..... 1,948,617
    e Remaining amount distributed out of corpus 987,426
    5 Excess distributions carryover applied to 2020. 0 0
    (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 2,212,641
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,212,641
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 1,225,215
    e Excess from 2020.... 987,426
    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).)
    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:
    APPLICATIONS ARE ACCEPTED THROUGH O
    HTTPS//WWWGRANTINTERFACECOM/HOME/LO
    ONURLKEYRWNMD
    PORTLAND,OR97210
    (503) 294-9440
    INFO@RWNFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    LOI'S ARE DUE BETWEEN JULY 2ND - JULY 30. APPLICATIONS MUST BE SUBMITTED BETWEEN AUGUST 31 - OCT 1.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    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
    4D RECOVERY
    3807 NE MLK JR BLVD
    PORTLAND,OR972121114     		  PC CAPACITY BUILDING 20,000
    A NEW WAY OF LIFE REENTRY PROJECT
    9512 SOUTH CENTRAL AVENUE
    LOS ANGELES,CA90002     		  PC SISTERHOOD ALLIANCE FOR FREEDOM AND EQUALITY (SAFE) HOUSING NETWORK 20,000
    ADELANTE MUJERES
    2030 MAIN STREET SUITE A
    FOREST GROVE,OR97116     		  PC PROMOTORAS DE SALUD (COMMUNITY HEALTH WORKER) 10,000
    AFRICA CHECK 12TH FLOOR UNIVERSITY CORNER
    CNR JORISSEN AND BERTHA STREETS
    BRAAMFONTEIN
    JOHANNESBURG    
    SF     		  PC GENERAL OPERATING: FIGHTING HEALTH MISINFORMATION IN SOUTH AFRICA, KENYA AND SENEGAL 50,000
    APANO COMMUNITIES UNITED FUND
    8188 SE DIVISION STREET
    PORTLAND,OR97206     		  PC GENERAL OPERATING SUPPORT 30,000
    AUGUST WILSON RED DOOR PROJECT
    6344 N CURTIS AVENUE
    PORTLAND,OR97217     		  PC GENERAL OPERATING SUPPORT 25,000
    BLACK UNITED FUND OF OREGON INC
    2828 NE ALBERTA STREET
    PORTLAND,OR97211     		  PC POST-SECONDARY OPPORTUNITIES FOR BIPOC YOUTH FROM A CULTURALLY SPECIFIC LEGACY ORGANIZATION 15,000
    BOOST OREGON
    PO BOX 8635
    PORTLAND,OR97207     		  PC GENERAL OPERATING SUPPORT 20,000
    CAPACES LEADERSHIP INSTITUTE
    356 YOUNG STREET
    WOODBURN,OR97071     		  PC GENERAL OPERATING SUPPORT 20,000
    CAUSA OF OREGON
    700 MARION STREET NE
    SALEM,OR97301     		  PC OREGON WORKER RELIEF 37,500
    CENTER FOR INTERCULTURAL ORGANIZING (DBA-UNITE OREGON)
    1390 SE 122ND AVENUE
    PORTLAND,OR97233     		  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,OR97206     		  PC GENERAL OPERATING SUPPORT FOR COMMUNITY NUTRITION NONPROFIT 50,000
    CROW'S SHADOW INSTITUTE OF THE ARTS INC
    48004 STREET ANDREWS ROAD
    PENDLETON,OR97801     		  PC CAPACITY BUILDING: NATIVE & INDIGENOUS TRADITIONAL ARTS COORDINATOR 25,000
    EARTHRIGHTS
    1612 K STREET NW SUITE 800
    WASHINGTON,DC20006     		  PC GENERAL OPERATING SUPPORT 50,000
    EDEN REFORESTATION PROJECT
    303 W FOOTHILL BLVD UNIT 13
    GLENDORA,CA91741     		  PC HANDS IN THE DIRT TRAINING AND COMMUNITY CENTER 30,000
    FAMILIAS EN ACCION
    2710 NE 14TH AVENUE
    PORTLAND,OR97212     		  PC ABUELA, MAMA Y YO: LATINO FOOD EQUITY 30,000
    FIRST NATIONS DEVELOPMENT INSTITUTE
    2432 MAIN STREET 2ND FLOOR
    LONGMONT,CO80501     		  PC FORGING FOOD SUPPLY CHAINS IN INDIAN COUNTRY 20,000
    FIRST NATIONS DEVELOPMENT INSTITUTE
    2432 MAIN STREET 2ND FLOOR
    LONGMONT,CO80501     		  PC COVID RESPONSE 30,000
    FOUR RIVERS CULTURAL CENTER AND MUSEUM
    676 SW 5TH AVENUE
    ONTARIO,OR97914     		  PC THEATER AND FACILITY UPGRADES 35,000
    FRONT AND CENTERED
    1501 E MADISON STREET SUITE 250
    SEATTLE,WA98122     		  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,CA94104     		  PC GENERAL FUNDING REQUEST FOR GIFFORDS LAW CENTER 10,000
    HEALTH CARE WITHOUT HARM
    12355 SUNRISE VALLEY DRIVE SUITE
    680
    RESTON,VA20191     		  PC ANCHORS IN RESILIENT COMMUNITIES - WASHINGTON 10,000
    HERETOGETHER
    510 SW 3RD 206
    PORTLAND,OR97204     		  PC GENERAL OPERATING SUPPORT 20,000
    HIMALAYAN CATARACT PROJECT
    PO BOX 55
    WATERBURY,VT05676     		  PC GENERAL OPERATING SUPPORT 50,000
    JACKSON COUNTY SART
    2305 ASHLAND STREET C-418
    ASHLAND,OR97520     		  PC SCHOOLS SEXUAL VIOLENCE PREVENTION PROJECT 32,000
    JOSEPHY CENTER FOR ARTS AND CULTURE
    PO BOX 949
    JOSEPH,OR97846     		  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,OR97238     		  PC CAPACITY BUILDING TO BENEFIT BLACK FOOD SOVEREIGNTY COALITION 35,000
    LAN SU CHINESE GARDEN
    220 NW 2ND AVENUE SUITE 1050
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 15,000
    LINES FOR LIFE
    5100 SW MACADAM AVENUE SUITE 400
    PORTLAND,OR97239     		  PC YOUTHLINE NATIONAL PROGRAM EXPANSION EAST COAST 40,000
    LOUISIANA BUCKET BRIGADE
    3416 B CANAL STREET
    NEW ORLEANS,LA70119     		  PC GENERAL OPERATING SUPPORT 20,000
    MAYBELLE CENTER FOR COMMUNITY
    121 NW SIXTH AVENUE
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 10,000
    MCKENZIE RIVER GATHERING FOUNDATION
    PO BOX 12489
    PORTLAND,OR97212     		  PC OREGON WORKER RELIEF INFRASTRUCTURE FUND 37,500
    MCKENZIE RIVER GATHERING FOUNDATION
    PO BOX 12489
    PORTLAND,OR97212     		  PC SINCE TIME IMMEMORIAL FUND 20,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVENUE
    PORTLAND,OR97214     		  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,MT59043     		  PC POLICY CENTER FOR SOCIAL CHANGE; AND HEALING BATHING BUNDLES 40,000
    NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE
    PO BOX 68
    SCANDIA,MN55073     		  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,OR97205     		  PC THE HEALTHY WORKPLACES MOVEMENT LEGAL HELP AND COVID RESPONSE 20,000
    NORTH BY NORTHEAST COMMUNITY HEALTH CENTER
    714 NE ALBERTA STREET
    PORTLAND,OR97211     		  PC GENERAL OPERATING SUPPORT 30,000
    NORTHWEST ALLIANCE FOR ALTERNATIVE MEDIA & EDUCATION
    1459 CITY VIEW STREET 213
    EUGENE,OR97402     		  PC GENERAL OPERATING AND CAPACITY BUILDING TO BENEFIT COMMUNITY OUTREACH THROUGH RADICAL EMPOWERMENT 25,000
    NURTURELY
    1472 WILSON COURT
    EUGENE,OR974023357     		  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,DC20036     		  PC OCEAN CONSERVANCY (OC) GENERAL OPERATING 20,000
    OHSU FOUNDATION
    1121 SW SALMON STREET SUITE 100
    PORTLAND,OR97205     		  PC GENERAL OPERATING SUPPORT 400,000
    OHSU FOUNDATION
    1121 SW SALMON STREET SUITE 100
    PORTLAND,OR97205     		  PC CENTER FOR ETHICS - PROFESSORSHIP IN SERIOUS ILLNESS EDUCATION ENDOWMENT 300,000
    OIL CHANGE INTERNATIONAL
    714 G STREET SE SUITE 202
    WASHINGTON,DC20003     		  PC CHALLENGING OIL AND GAS DEVELOPMENT IN THE PERMIAN BASIN 25,000
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP ROAD
    NEWPORT,OR97365     		  PC GENERAL OPERATING SUPPORT 40,000
    OREGON COAST YOUTH SYMPHONY FESTIVAL
    PO BOX 2405
    NEWPORT,OR97365     		  PC OREGON COAST YOUTH SYMPHONY FESTIVAL 6,500
    OREGON HEALTH CARE INTERPRETERS ASSOCIATION
    9220 SW BARBUR BLVD SUITE 119-315
    PORTLAND,OR97219     		  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,OR97219     		  PC COVID-19 RELATED GRANT INSTALLMENT TO COVER FEES FOR RURAL, LOW-INCOME INTERPRETERS 14,850
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVENUE
    PORTLAND,OR97205     		  PC EDUCATOR OUTREACH PROJECT 5,000
    OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUCATION
    724 NW DAVIS STREET
    PORTLAND,OR97209     		  PC CREATING VIRTUAL EDUCATION EXPERIENCES 5,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219     		  PC OPB'S SCIENCE AND ENVIRONMENT REPORTING UNIT 50,000
    OREGON STATE UNIVERSITY FOUNDATION
    4238 SW RESEARCH WAY
    CORVALLIS,OR97333     		  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,OR97228     		  PC PASSINART'S SUMMER PERFORMING ARTS - YOUTH VOICE PROJECT 11,000
    PLAYWRITE INC
    1907 NE 45TH AVENUE
    PORTLAND,OR97213     		  PC GENERAL OPERATING SUPPORT FOR PLAYWRITE YOUTH WORKSHOPS 5,000
    POLICYLINK
    1438 WEBSTER STREET SUITE 303
    OAKLAND,CA94612     		  PC WATER EQUITY AND CLIMATE RESILIENCE CAUCUS CAPACITY BUILDING PROJECT 50,000
    PORTLAND CLINIC FOUNDATION
    1221 SW YAMHILL SUITE 400
    PORTLAND,OR97205     		  PC GENERAL OPERATING SUPPORT 30,000
    PORTLAND INSIGHT MEDITATION COMMUNITY
    6536 SE DUKE STREET
    PORTLAND,OR97206     		  PC CAPITAL CAMPAIGN 150,000
    PORTLAND STREET MEDICINE
    825 NE MULTNOMAH STREET SUITE 240
    PORTLAND,OR97232     		  PC BUILDING CAPACITY FOR A DIRECTOR OF SERVICES 30,000
    PROFILE THEATRE PROJECT
    PO BOX 14845
    PORTLAND,OR97293     		  PC PROFILE THEATRE'S 2020-21 SEASON OF PLAYS AND COMMUNITY ENGAGEMENT PROGRAMMING 20,000
    PROJECT ACCESS NOW
    PO BOX 10953
    PORTLAND,OR97296     		  PC EMPOWERMENT, INCLUSIVITY, AND ACCESSIBILITY: RESPONDING TO COVID-19 WITH COLLABORATIVE SOLUTIONS 20,000
    RAHAB'S SISTERS
    PO BOX 90234
    PORTLAND,OR97290     		  PC GENERAL OPERATING SUPPORT 10,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD 503
    PORTLAND,OR97214     		  PC GENERAL OPERATING SUPPORT/RAPHAEL HOUSE 2020 GALA CHALLENGE MATCH 20,000
    RED LODGE TRANSITION SERVICES
    PO BOX 55157
    PORTLAND,OR97238     		  PC GENERAL OPERATING SUPPORT 30,000
    ROCKY MOUNTAIN INSTITUTE
    2490 JUNCTION PLACE SUITE 200
    BOULDER,CO80301     		  PC GENERAL OPERATING SUPPORT 25,000
    SAFE CHILD FOUNDATION
    2911 ORCHARD HILL PLACE
    LAKE OSWEGO,OR97035     		  PC CAPACITY BUILDING GRANT 50,000
    SEXUAL ASSAULT RESOURCE CENTER
    4900 SW GRIFFITH SUITE 100
    BEAVERTON,OR97005     		  PC CAPACITY BUILDING AT SARC 30,000
    SOCIAL GOOD FUND
    12651 SAN PABLO AVENUE 5473
    RICHMOND,CA94805     		  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,OR97219     		  PC BRINGING NOURISHMENT, WELLNESS, & CONNECTION TO HOMEBOUND SENIORS & ADULTS WITH DISABILITIES 15,000
    THE PSU FOUNDATION
    PORTLAND STATE UNIVERSITY 1600 SW
    4TH AVENUE SUITE 730
    PORTLAND,OR97201     		  PC GRADUATE TEACHING ENDOWMENT 100,000
    THE SALEM KEIZER COALITION FOR EQUALITY
    3850 PORTLAND ROAD NE SUITE 100
    SALEM,OR97301     		  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,OR97232     		  PC GENERAL OPERATING SUPPORT 10,000
    THIRD ANGLE NEW MUSIC ENSEMBLE
    PO BOX 28225
    PORTLAND,OR97228     		  PC SANCTUARIES, A SITE-SPECIFIC CONTEMPORARY JAZZ CHAMBER OPERA 10,000
    UNIVERSITY OF WASHINGTON CARBON LEADERSHIP FORUM
    UNIVERSITY OF WASHINGTON BOX 355720
    SEATTLE,WA96195     		  PC GENERAL OPERATING SUPPORT 50,000
    VIRGINIA GARCIA MEMORIAL HEALTH CENTER
    PO BOX 6149
    ALOHA,OR97007     		  SO I VGMHC COVID-19 PATIENT RELIEF 20,000
    WALLOWA RESOURCES
    401 NE 1 STREET SUITE A
    ENTERPRISE,OR97828     		  PC GENERAL OPERATING SUPPORT 20,000
    WESTERN STATES CENTER INC
    PO BOX 40305
    PORTLAND,OR97240     		  PC GENERAL OPERATING SUPPORT TO BENEFIT OREGON RECOVERS 15,000
    WOMEN'S FOUNDATION OF OREGON
    221 NW 2ND AVENUE SUITE 302
    PORTLAND,OR97209     		  PC COVID RELIEF 75,000
    WRITE AROUND PORTLAND
    133 SW 2ND AVENUE SUITE 304
    PORTLAND,OR97204     		  PC ORGANIZATIONAL SUPPORT: USING ART TO SUPPORT THE WELL-BEING OF OUR COMMUNITY THROUGHOUT COVID-19 5,000
    Total .................................bullet 3a 2,804,850
    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 ...........     		    14 468  
    4 Dividends and interest from securities....     14 820,296  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -719,986  
    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).. 0 100,778 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    100,778
    (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
    RONALD W NAITO MD FOUNDATION
     
    Employer identification number

    83-6622391
    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
    RONALD W NAITO MD FOUNDATION
          		Employer identification number
    83-6622391
    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
    ESTATE OF RONALD W NAITO MD
     
    2705 NW WESTOVER ROAD
     
    PORTLAND, OR97210

    		$ 3,865,067


    (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
    RONALD W NAITO MD FOUNDATION
          		Employer identification number

    83-6622391
    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
    1
    		 PUBLICLY TRADED SECURITIES $ 2,850,694 2020-02-12
    (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
    RONALD W NAITO MD FOUNDATION
          		Employer identification number

    83-6622391
    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:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GARY MCGEE & CO. - TAX AND ACCOUNTING SERVICES 5,264 2,632   2,632

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    Name of Bond End of Year Book Value End of Year Fair Market Value
    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

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    Name of Stock End of Year Book Value End of Year Fair Market Value
    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

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    US Government Securities - End of Year Book Value:

    5,616,764
    US Government Securities - End of Year Fair Market Value:

    5,616,764
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    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

    TY 2020 OtherExpensesSchedule
    Name:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2020 OtherIncreasesSchedule
    Name:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    Description Amount
    UNREALIZED GAIN 1,755,400


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2020 TaxesSchedule
    Name:
    RONALD W NAITO MD FOUNDATION
    EIN:
    83-6622391
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 736 736   0
    FEDERAL TAXES 27,649 0   0