Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$38,830,815J 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) 19,970
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 751,952 722,160  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -691,542
b Gross sales price for all assets on line 6a 23,343,347
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)....... Click to see attachment
List of Attached Documents:
// Content
50,523 49,419  
12 Total. Add lines 1 through 11........ 130,903 771,579  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 96,494 4,825   91,669
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 99,543 4,977   94,566
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
190 10   181
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,209 410   7,799
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
175,768 175,768   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,355 6,355   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,943 397   7,545
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,803 40,233   18,570
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 453,305 232,975   220,330
25 Contributions, gifts, grants paid....... 2,802,500 2,802,500
26 Total expenses and disbursements. Add lines 24 and 25 3,255,805 232,975   3,022,830
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,124,902
b Net investment income (if negative, enter -0-) 538,604
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 354,769 213,156 213,156
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,704,566 Click to see attachment
List of Attached Documents:
// Content
5,351,500 		5,351,500
b Investments—corporate stock (attach schedule)....... 6,752,254 Click to see attachment
List of Attached Documents:
// Content
4,715,402 		4,715,402
c Investments—corporate bonds (attach schedule)....... 1,866,651 Click to see attachment
List of Attached Documents:
// Content
3,144,662 		3,144,662
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,124,356 Click to see attachment
List of Attached Documents:
// Content
25,406,095 		25,406,095
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,802,596 38,830,815 38,830,815
Liabilities 17 Accounts payable and accrued expenses..........   2,000
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 2,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 36,802,596 38,828,815
29 Total net assets or fund balances (see instructions)..... 36,802,596 38,828,815
30 Total liabilities and net assets/fund balances (see instructions). 36,802,596 38,830,815
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
36,802,596
2
Enter amount from Part I, line 27a .....................
2
-3,124,902
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,151,121
4
Add lines 1, 2, and 3 ..........................
4
38,828,815
5
Decreases not included in line 2 (itemize) right arrow
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
38,828,815
Form 990-PF (2023)
Form 990-PF (2023)
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 23,343,347   24,034,889 -691,542
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       -691,542
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 -691,542
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
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 right arrow 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) 1 7,487
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 7,487
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 7,487
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 57,274
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 57,274
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 49,787
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow49,787 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOR
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.RWNFOUNDATION.ORG
14
The books are in care ofright arrowSUSAN MATLACK JONES ASSOCIATES Telephone no.right arrow (503) 242-9360

Located atright arrow2525 SW 1ST AVE STE 201PORTLANDOR ZIP+4right arrow97201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
3.00 		12,000 0 0
25 NW 23RD PLACE SUITE 6-152
PORTLAND,OR97210
KRISTIN ANDERSON TRUSTEE AND EXECUTIVE DIRECTOR
40.00 		72,494 50,131 0
25 NW 23RD PLACE SUITE 6-152
PORTLAND,OR97210
ANDREW MCDONNELL TRUSTEE
1.00 		0 0 0
25 NW 23RD PLACE SUITE 6-152
PORTLAND,OR97210
ANNE NAITO-CAMPBELL TRUSTEE
1.00 		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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 175,768
1211 SW 5TH AVENUE SUITE 2185
PORTLAND,OR97204
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
34,412,669
b
Average of monthly cash balances.......................
1b
411,361
c
Fair market value of all other assets (see instructions)................
1c
3,219,754
d
Total (add lines 1a, b, and c).........................
1d
38,043,784
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
38,043,784
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
570,657
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,473,127
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,873,656
Part X
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 IX, line 6..................
1
1,873,656
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,487
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,487
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,866,169
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,866,169
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 XII, line 1 ...
7
1,866,169
Part XI
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
3,022,830
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,022,830
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,866,169
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 1,225,215
c From 2020...... 987,426
d From 2021...... 2,592,316
e From 2022...... 1,302,864
f Total of lines 3a through e ........ 6,107,821
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,022,830
a Applied to 2022, 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 2023 distributable amount..... 1,866,169
e Remaining amount distributed out of corpus 1,156,661
5 Excess distributions carryover applied to 2023. 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 7,264,482
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		7,264,482
10 Analysis of line 9:
a Excess from 2019.... 1,225,215
b Excess from 2020.... 987,426
c Excess from 2021.... 2,592,316
d Excess from 2022.... 1,302,864
e Excess from 2023.... 1,156,661
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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. LOI'S ARE DUE BETWEEN FEB 2 - MARCH 5 FOR SPRING CYCLE AND JULY 2 - 30 FOR FALL CYCLE. APPLICATIONS MUST BE SUBMITTED BETWEEN MARCH 29 - APRIL 30 FOR SPRING CYCLE AND AUGUST 31 - OCTOBER 1 FOR FALL CYCLE.
cAny submission deadlines:
LOI'S DUE BETWEEN 2/2 - 3/5 AND 7/2 - 7/30 APPLICATIONS DUE 3/29 - 4/30 AND 8/31 - 10/1
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

A GREATER APPLEGATE

PO BOX 335
JACKSONVILLE,OR97530 		  PC WORKING GROUPS AND NONPROFIT NETWORK 10,000

AFRICA CHECK

12TH FLOOR UNIVERSITY CORNER CNR
JORISSEN AND BERTHA STREETS
JOHANNESBURG    
SF 		  PC EQUIVALENCY DETER GENERAL OPERATING GRANT TO SOUTH AFRICAN NONPROFIT W/ EQUIVALANCY DETERMINATION 40,000

AFRICAN WOMEN RISING

801 COLD SPRING ROAD
SANTA BARBARA,CA93108 		  PC BREAKING THE CYCLE OF EXTREME POVERTY: A GRADUATION APPROACH IN NORTHERN UGANDA 40,000

AFTER THE HARVEST

6320 BROOKSIDE PLAZA SUITE 504
KANSAS CITY,MO64113 		  PC REDUCING WASTE AND RESCUING PRODUCE FOR HUNGRY FAMILIES 10,000

ALASKA COMMUNITY ACTION ON TOXICS

1225 E INTERNATIONAL AIRPORT RD
SUITE 220
ANCHORAGE,AK995181410 		  PC GENERAL OPERATING 30,000

AMAZON FRONTLINES

425 BUSH STREET SUITE 300
SAN FRANCISCO,CA94108 		  PC GENERAL OPERATING 20,000

AMAZON WATCH

520 THIRD STREET SUITE 108
OAKLAND,CA94607 		  PC GENERAL OPERATING 40,000

ANTHROPOCENE ALLIANCE

105 NE BAY AVENUE
MICANOPY,FL32667 		  PC MOVEMENT BUILDING AND ACTIVISM 40,000

ARTS COUNCIL OF PENDLETON

214 NORTH MAIN STREET
PENDLETON,OR97801 		  PC GENERAL OPERATING 15,000

ASIAN PACIFIC INSTITUTE ON GENDER-BASED VIOLENCE

500 12TH STREET SUITE 330
OAKLAND,CA94607 		  PC CAPACITY BUILDING FOR POLICY ADVOCACY PROGRAM 15,000

BEYOND THESE WALLS

PO BOX 13006
PORTLAND,OR97213 		  PC GENERAL OPERATING 20,000

BOOM ARTS

3121 SW MOODY AVENUE SUITE 200
PORTLAND,OR97239 		  PC GENERAL OPERATING 15,000

BOOST OREGON

PO BOX 8635
PORTLAND,OR97207 		  PC INCREASE VACCINE CONFIDENCE AMONG NEW PARENTS 20,000

CALDERA

224 NW 13TH AVENUE SUITE 304
PORTLAND,OR97209 		  PC GENERAL OPERATING 10,000

CAPACES LEADERSHIP INSTITUTE

356 YOUNG STREET
WOODBURN,OR97071 		  PC GENERAL OPERATING 20,000

CENTER FOR INTERCULTURAL ORGANIZING (DBA-UNITE OREGON)

1390 SE 122ND AVENUE
PORTLAND,OR97233 		  PC GENERAL OPERATING 15,000

CLACKAMAS WOMEN'S SERVICES

256 WARNER MILNE ROAD
OREGON CITY,OR97045 		  PC YOUTH-FOCUSED DOMESTIC VIOLENCE INTERVENTION AND PREVENTION 20,000

CLIMATE SCIENCE LEGAL DEFENSE FUND

475 RIVERSIDE DRIVE SUITE 246
NEW YORK,NY10015 		  PC GENERAL OPERATING 25,000

CLIMATE SOLUTIONS

1402 3RD AVENUE SUITE 1200
SEATTLE,WA98102 		  PC GENERAL OPERATING 25,000

COALITION OF COMMUNITIES OF COLOR

221 NW 2ND AVENUE SUITE 303
PORTLAND,OR97209 		  PC GENERAL OPERATING 40,000

COHO PRODUCTIONS

2257 NW RALEIGH STREET
PORTLAND,OR97210 		  PC GENERAL OPERATING 10,000

COLUMBIA GORGE ORCHESTRA ASSOCIATION

PO BOX 1019
HOOD RIVER,OR97031 		  PC MUSIC FOR ALL - FREE JACKSON PARK SUMMER CONCERT SERIES 5,000

COUNCIL ON AGING OF CENTRAL OREGON INC

1036 NE 5TH STREET
BEND,OR97701 		  PC ELDER NUTRITION AND SOCIAL ISOLATION PROGRAM EXPANSION 20,000

CRAG LAW CENTER

3141 E BURNSIDE STREET
PORTLAND,OR97214 		  PC GENERAL OPERATING 25,000

CROW'S SHADOW INSTITUTE OF THE ARTS

48004 ST ANDREWS ROAD
PENDLETON,OR97801 		  PC TRADITIONAL ARTS WORKSHOPS PROGRAM SUPPORT 20,000

CULTURAL ADVOCACY COALITION CAC FOUNDATION

PO BOX 9160
PORTLAND,OR97207 		  PC GENERAL OPERATING 20,000

DZI FOUNDATION

PO BOX 632
RIDGWAY,CO81432 		  PC PARTNERSHIP FOR SHARED PROSPERITY IN EASTERN NEPAL 25,000

EASTERN OREGON REGIONAL ARTS COUNCIL INC

PO BOX 541
LA GRANDE,OR97850 		  PC GENERAL OPERATING 15,000

ECOLOGY IN CLASSROOMS AND OUTDOORS

PO BOX 90293
PORTLAND,OR97290 		  PC CLIMATE ACTION CURRICULUM DEVELOPMENT AND PILOT PROGRAM 15,000

ELKTON COMMUNITY EDUCATION CENTER

PO BOX 684
ELKTON,OR97436 		  PC ELKTON WELLNESS INITIATIVE 25,000

NEWMAN UNITED METHODIST CHURCH FOR EQUITY PROJECT OF JOSEPHINE COUNTY

106 NW F STREET SUITE 951
GRANTS PASS,OR97526 		  PC EQUITY PROJECT OF JOSEPHINE COUNTY; CAPACITY BUILDING 10,000

FAMILY ACCESS NETWORK FOUNDATION

2125 NE DAGGETT LANE
BEND,OR97701 		  PC GENERAL OPERATING TO SUPPORT FAN SERVICES IN CENTRAL OREGON 15,000

FIRST NATIONS DEVELOPMENT INSTITUTE

2432 MAIN STREET FLOOR 2
LONGMONT,CO80501 		  PC GENERAL OPERATING SUPPORT FOR NOURISHING NATIVE FOODS AND HEALTH INITIATIVE 20,000

FOOTPRINT PROJECT

1964 RAHNCLIFF COURT 22068
EAGAN,MN55122 		  PC GENERAL OPERATING 10,000

FOUR RIVERS CULTURAL CENTER

676 SW 5TH AVENUE
ONTARIO,OR97914 		  PC DINOSAURS IN MOTION EXHIBITION 15,000

FREE GEEK

1731 SE 10TH AVENUE
PORTLAND,OR97214 		  PC GENERAL OPERATING 15,000

FRIENDS OF TRYON CREEK

11321 S TERWILLIGER BLVD
PORTLAND,OR97219 		  PC PATHWAY TO AN INCLUSIVE FOREST COMMUNITY AT TRYON CREEK 10,000

FUNDACION SALUD POR DERECHO

C DEL DUQUE DE FERNN NEZ N 2
MADRID    
SP 		  PC EQUIVALENCY DETER FIGHTING CLIMATE CHANGE GRANT TO NONPROFIT IN SPAIN W/ EQUIVALENCY DETERMINATION 15,000

GEORGIA COALITION AGAINST DOMESTIC VIOLENCE

2295 PARKLAKE DRIVE SUITE 130
ATLANTA,GA30345 		  PC PUBLIC POLICY AND SYSTEMS ADVOCACY FOR SURVIVORS OF DOMESTIC VIOLENCE 30,000

GRACE HEALTHCARE SERVICES

2611 NW 37TH TERRACE
GAINESVILLE,FL326052641 		  PC GENERAL OPERATING 20,000

GREENING HAITI FUND

82 LANGSFORD STREET
GLOUCESTER,MA01930 		  PC GREENING HAITI FUND 20,000

GROWING GARDENS

3114 SE 50TH AVENUE
PORTLAND,OR97206 		  PC GENERAL OPERATING 15,000

HAND TO HOLD

12325 HYMEADOW DRIVE SUITE 4 102
AUSTIN,TX78750 		  PC GENERAL OPERATING 25,000

HEALTHY BUILDING NETWORK

4911 7TH STREET NW
WASHINGTON,DC20011 		  PC GENERAL OPERATING TO ADVANCE HEALTH IN MARGINALIZED COMMUNITIES CAUSED BY TOXICS EXPOSURES 25,000

HERETOGETHER

PO BOX 11510
PORTLAND,OR97211 		  PC GENERAL OPERATING 25,000

HIGH DESERT FOOD AND FARM ALLIANCE

PO BOX 1782
BEND,OR97709 		  PC GENERAL OPERATING 15,000

HIMALAYAN CATARACT PROJECT

PO BOX 55
WATERBURY,VT05676 		  PC RWNF+ HCP CUREBLINDNESS PARTNERING IN THE MISSION TO ELIMINATE NEEDLESS BLINDNESS WORLDWIDE 40,000

IMPACT IMMIGRATION

1130 SW MORRISON STREET SUITE 250
PORTLAND,OR97205 		  PC GENERAL OPERATING 15,000

INCIGHT COMPANY

PO BOX 82056
PORTLAND,OR97282 		  PC GENERAL OPERATING 20,000

INSTITUTE FOR THE DEVELOPMENT OF HUMAN ARTS

169 MADISON AVENUE SUITE 2081
NEW YORK,NY10016 		  PC TRANSFORMATIVE MENTAL HEALTH EDUCATION & COMMUNITY BUILDING 10,000

COMMUNITY INITIATIVES FOR INTERSECT

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		  PC INCUBATING A GENDER JUSTICE ORGANIZATION IN OREGON 25,000

IPAS

PO BOX 9990
CHAPEL HILL,NC27515 		  PC CREATING A GLOBAL ABORTION ECOSYSTEM THAT EMPOWERS ALL 40,000

JACKSON COUNTY SART

2305 ASHLAND STREET C-418
ASHLAND,OR97520 		  PC SEXUAL VIOLENCE PREVENTION PROGRAM 40,000

JAPANESE AMERICAN MUSEUM OF OREGON

411 NW 4TH AVENUE
PORTLAND,OR97209 		  PC LIVING ARTS PROGRAMMING 20,000

KIDS INTERVENTION AND DIAGNOSTIC SERVICES (DBA KIDS CENTER)

1375 NW KINGSTON AVENUE
BEND,OR97703 		  PC HEALING AND SAFETY FOR ABUSED CHILDREN IN CENTRAL AND EASTERN OREGON 20,000

LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC

120 WALL STREET19TH FLOOR
NEW YORK,NY10005 		  PC GENERAL OPERATING 40,000

LAN SU CHINESE GARDEN

220 NW 2ND AVENUE SUITE 1050
PORTLAND,OR97209 		  PC A LEGACY OF ACCOMPLISHMENT: CULTURAL IMPACT AND A SUSTAINABLE FUTURE 20,000

LANE ARTS COUNCIL

174 EAST 16TH AVENUE SUITE 125
EUGENE,OR97401 		  PC ARTS EDUCATION & ARTS INTEGRATION IN LOW-INCOME AND RURAL-BASED SCHOOLS 10,000

LEACH BOTANICAL GARDEN

6704 SE 122ND AVENUE
PORTLAND,OR97236 		  PC GENERAL OPERATING 10,000

LOUISIANA BUCKET BRIGADE

3416 B CANAL STREET
NEW ORLEANS,LA70119 		  PC GENERAL OPERATING 20,000

MARINE CONSERVATION INSTITUTE

1914 N 34TH STREET SUITE 400
SEATTLE,WA981039090 		  PC GENERAL OPERATING 25,000

MASLOW PROJECT

PO BOX 999
MEDFORD,OR97501 		  PC RESPONDING TO SOCIAL DETRIMENTS OF HEALTH FOR UNHOUSED YOUTH AND FAMILIES IN SOUTHERN OREGON 15,000

MIRACLE THEATRE GROUP

425 SE 6TH AVENUE
PORTLAND,OR97214 		  PC TEATRO MILAGRO ARTS EDUCATION PROGRAMMING THREE-YEAR SUPPORT REQUEST 10,000

MOVEMENT ADVANCEMENT PROJECT

1905 15TH STREET SUITE 1097
BOULDER,CO80306 		  PC BUILDING AND SUSTAINING THE LGBTQ MOVEMENT TODAY AND INTO THE FUTURE 40,000

NATIONAL ABORTION FEDERATION

PO BOX 100
ANNAPOLIS JUNCTION,MD207010416 		  PC GENERAL OPERATING 20,000

NATIONAL PARTNERSHIP FOR NEW AMERICANS

1805 S ASHLAND AVENUE
CHICAGO,IL60608 		  PC GENERAL OPERATING 25,000

NATIONAL WILDLIFE FEDERATION FOR CLEAN WATER FOR ALL COALITION

11100 WILDLIFE CENTER DRIVE
RESTON,VA20190 		  PC ADVANCING THE CLEAN WATER FOR ALL COALITION 20,000

NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE

PO BOX 675
FLAGSTAFF,AZ86002 		  PC GENERAL OPERATING 40,000

NATIVE ARTS AND CULTURES FOUNDATION

1020 SE 7TH AVENUE UNIT 14460
PORTLAND,OR972142387 		  PC GENERAL OPERATING 10,000

NEED FUND DOING BUSINESS AS NORTHWEST WORKERS' JUSTICE PROJECT

812 SW WASHINGTON SUITE 225
PORTLAND,OR97205 		  PC THE HEALTHY WORKPLACES MOVEMENT LEGAL HELP 20,000

NEPAL YOUTH FOUNDATION

1016 LINCOLN BLVD SUITE 222
SAN FRANCISCO,CA94129 		  PC SUPPORTING EDUCATION, HEALTH, SHELTER, AND FREEDOM FOR CHILDREN AND YOUTH IN NEPAL 30,000

NORTH BY NORTHEAST COMMUNITY HEALTH CENTER

714 NE ALBERTA STREET
PORTLAND,OR97211 		  PC GENERAL OPERATING 25,000

NORTHWEST INSTITUTO LATINO DE ADICCIONES

10209 SE DIVISION SUITE 100
PORTLAND,OR97266 		  PC CULTURALLY-SPECIFIC PEER RECOVERY SUPPORT FOR LATINX OREGONIANS 15,000

OCEAN CONSERVANCY

1300 19TH STREET NW 8TH FLOOR
WASHINGTON,DC20036 		  PC CURBING GLOBAL SHIPPING AND PORT EMISSIONS 20,000

OIL CHANGE INTERNATIONAL

714 G STREET SE SUITE 202
WASHINGTON,DC20003 		  PC GENERAL OPERATING 40,000

OK YOU INC

2000 NE 42ND AVENUE SUITE 103
PORTLAND,OR97213 		  PC GENERAL OPERATING 15,000

OPEN HEARTS OPEN MINDS

PO BOX 4534
PORTLAND,OR97208 		  PC GENERAL OPERATING 15,000

OPPORTUNITIES FOR HOUSING RESOURCES AND ASSISTANCE

PO BOX 1133
ASHLAND,OR97520 		  PC OHRA CENTER RENOVATIONS 10,000

OREGON ALLIANCE FOR GUN SAFETY FOUNDATION

4931 SW 76TH AVENUE BOX 154
PORTLAND,OR97225 		  PC GENERAL OPERATING 40,000

OREGON ARTS WATCH

3519 NE 15TH AVENUE SUITE 259
PORTLAND,OR97212 		  PC GENERAL OPERATING 15,000

OREGON BALLET THEATRE

720 S BANCROFT STREET
PORTLAND,OR97239 		  PC OBT LEARN ABOUT BALLET (OLAB) PROGRAM 15,000

OREGON CHILD ABUSE SOLUTIONS

70 SW CENTURY DRIVE SUITE 100 PMB
345
BEND,OR97702 		  PC STRENGTHENING OREGONS CHILD ABUSE PREVENTION AND RESPONSE SYSTEMS 30,000

OREGON COAST YOUTH SYMPHONY FESTIVAL

PO BOX 2405
NEWPORT,OR97365 		  PC GENERAL OPERATING 10,000

OREGON COMMUNITY HEALTH WORKER'S ASSOCIATION

401 NE 19TH AVENUE 2ND FLOOR
PORTLAND,OR97232 		  PC EMPOWERMENT AND SUPPORT FOR ESSENTIAL COMMUNITY HEALTH WORKERS 20,000

OREGON ENVIRONMENTAL COUNCIL

222 NW DAVIS STREET SUITE 309
PORTLAND,OR97209 		  PC GENERAL OPERATING 30,000

CASCADE PACIFIC RC&D FOR OREGON FARM TO SCHOOL & SCHOOL GARDEN NETWORK

PO BOX 2630
CORVALLIS,OR97339 		  PC PROGRAM SUPPORT FOR OREGON FARM TO SCHOOL & SCHOOL GARDEN NETWORK 10,000

OREGON PUBLIC BROADCASTING

7140 SW MACADAM AVENUE
PORTLAND,OR97219 		  PC SCIENCE AND ENVIRONMENT REPORTING 20,000

OREGON SCHOOL-BASED HEALTH ALLIANCE

401 NE 19TH AVENUE SUITE 200
PORTLAND,OR97232 		  PC BUILDING A COMMUNITY SCHOOL MOVEMENT IN OREGON 30,000

OREGON SHAKESPEARE FESTIVAL

15 S PIONEER STREET
ASHLAND,OR97520 		  PC GENERAL OPERATING 20,000

ORGANIC SOUP KITCHEN

315 MEIGS ROAD SUITE A369
SANTA BARBARA,CA93109 		  PC BASIC NEEDS: NUTRITION AND FOOD SECURITY PROGRAM 10,000

OUR VILLAGE GARDENS

4632 N TRENTON STREET
PORTLAND,OR97203 		  PC FOOD EQUITY & INFRASTRUCTURE CAPACITY BUILDING TO HELP NEW COLUMBIA NEIGHBORHOOD RESIDENTS THRIVE 20,000

OUTFRONT MINNESOTA COMMUNITY SERVICES

2446 UNIVERSITY AVENUE W SUITE 112
ST PAUL,MN55114 		  PC GENERAL OPERATING 20,000

OUTRIGHT INTERNATIONAL

216 EAST 45TH STREET17TH FLOOR
NEW YORK,NY100173304 		  PC GENERAL OPERATING 25,000

PARTNERS FOR A HUNGER FREE OREGON

PO BOX 14250
PORTLAND,OR97293 		  PC GENERAL OPERATING 20,000

PARTNERSHIP FOR SAFETY & JUSTICE

221 NW 2ND AVENUE SUITE 200
PORTLAND,OR97209 		  PC GENERAL OPERATING 25,000

PLAYA

47531 HIGHWAY 31
SUMMER LAKE,OR97640 		  PC WILDFIRE+WATER: ARTISTS AND SCIENTISTS COLLABORATING FOR CHANGE IN UNDER RESOURCED LAKE COUNTY 10,000

PORTLAND CHINATOWN MUSEUM

127 NW 3RD AVENUE
PORTLAND,OR97208 		  PC GENERAL OPERATING 25,000

PORTLAND CLINIC FOUNDATION

800 SW YAMHILL
PORTLAND,OR97205 		  PC FOR SMALL LOCAL REGRANTING 30,000

PORTLAND STATE UNIVERSITY FOUNDATION

PO BOX 243
PORTLAND,OR97207 		  PC SOCIAL JUSTICE CHORAL PROFESSORSHIP 15,000

PORTLAND STREET MEDICINE

2717 NE BROADWAY STREET
PORTLAND,OR97232 		  PC CRITICAL CARE FOR PEOPLE LIVING OUTSIDE 25,000

PROFILE THEATRE PROJECT

PO BOX 14845
PORTLAND,OR97293 		  PC CORNERSTONE THEATRE PARTNERSHIP TO PRODUCE A NEW PLAY WITH, BY & FOR YOUNG, STRAIGHT MEN OF COLOR 10,000

PROGRESSIVE MULTIPLIER FUND

1802 VERNON STREET NW SUITE 1122
WASHINGTON,DC20009 		  PC 2023-2024 PACIFIC NW COHORT 20,000

PUEBLO UNIDO PDX

3439 SE HAWTHORNE BLVD SUITE 327
PORTLAND,OR97214 		  PC GENERAL OPERATING 15,000

RAHAB'S SISTERS

PO BOX 90234
PORTLAND,OR972900234 		  PC COMMUNITY HEALTH PROGRAM - NAVIGATING ACCESS TO CARE 20,000

RAICES DE BIENESTAR

4145 SW WATSON AVENUE SUITE 35
BEAVERTON,OR97005 		  PC GENERAL OPERATING 20,000

RAINFOREST ACTION NETWORK

425 BUSH STREET SUITE 300
SAN FRANCISCO,CA94108 		  PC GENERAL OPERATING 25,000

RAPHAEL HOUSE OF PORTLAND

4110 SE HAWTHORNE AVENUE SUITE 503
PORTLAND,OR97214 		  PC GENERAL OPERATING 20,000

READING RESULTS

3115 NE SANDY BLVD SUITE 229
PORTLAND,OR97232 		  PC EVERY CHILD DESERVES TO READ 10,000

ROGUE CLIMATE

PO BOX 1980
PHOENIX,OR97535 		  PC GENERAL OPERATING 20,000

ROGUE VALLEY FARM TO SCHOOL

PO BOX 898
ASHLAND,OR97520 		  PC GENERAL OPERATING 25,000

ROSE HAVEN CIC

PO BOX 10405
PORTLAND,OR97296 		  PC GENERAL OPERATING 15,000

RURAL ORGANIZING PROJECT

PO BOX 664
COTTAGE GROVE,OR97424 		  PC GENERAL OPERATING 40,000

SACRED VALLEY HEALTH

2500 LORD BARANOF DRIVE
ANCHORAGE,AK99517 		  PC GENERAL OPERATING 30,000

SIGHTLINE INSTITUTE

1402 THIRD AVENUE SUITE 500
SEATTLE,WA98101 		  PC OPERATING SUPPORT OF RESEARCH AND COMMUNICATIONS ADVANCING SMART, SUSTAINABLE SOLUTIONS FOR CASCADIA 20,000

SOLIDARITY ENGINEERING

1731 SEPVIVA STREET
PHILIDELPHIA,PA19107 		  PC GENERAL OPERATING 40,000

SOUTH DAKOTA VOICES FOR PEACE

300 SOUTH MINESOTA AVENUE
SIOUX FALLS,SD57104 		  PC MULTILINGUAL COMMUNITY HEALTH ACCESS 20,000

SQUIRES

PO BOX 33530
PORTLAND,OR97292 		  PC GENERAL OPERATING 20,000

TAKOHACHI

2619 SE 63RD AVENUE
PORTLAND,OR97206 		  PC GENERAL OPERATING 10,000

THE BLACK UNITED FUND OF OREGON

2828 NE ALBERTA STREET
PORTLAND,OR97211 		  PC EDUCATIONAL AND ECONOMIC EQUITY FOR BLACK COMMUNITIES IN OREGON 15,000

THE COMMUNITY FOR POSITIVE AGING (CFPA)

1820 NE 40TH AVENUE
PORTLAND,OR97212 		  PC HEALTH, HEALTH EQUITY & RESILIENCE HUB FOR LOW-INCOME SENIORS 20,000

THE FOUNDATION FOR AFRICAN MEDICINE AND EDUCATION

4553 CRIMSONWOOD DRIVE
REDDING,CA96001 		  PC SUPPORTING FAME'S STRATEGIC PRIORITY AREAS 40,000

THE IMMIGRANT STORY

1915 NE STUCKI AVENUE SUITE 308
HILLSBORO,OR97006 		  PC I LIVED TO TELL THE WORLD: STORIES FROM SURVIVORS OF HOLOCAUST, GENOCIDE AND THE ATROCITIES OF WAR 10,000

THE JOHNS HOPKINS CENTER FOR GUN VIOLENCE SOLUTIONS

3400 N CHARLES STREET
BALTIMORE,MD21218 		  PC GENERAL OPERATING 20,000

THE JOSEPHY CENTER FOR ARTS AND CULTURE

PO BOX 949
JOSEPH,OR97846 		  PC GENERAL OPERATING 20,000

THIRD ANGLE NEW MUSIC

PO BOX 2825
PORTLAND,OR97228 		  PC DECLINATION GRANT 2,500

WALLOWA RESOURCES

401 NE 1 STREET SUITE A
ENTERPRISE,OR97828 		  PC CEP AND WMI PROJECT FUNDING 20,000

WARM SPRINGS COMMUNITY ACTION TEAM

BOX 1419 1136 PAIUTE AVENUE
WARM SPRINGS,OR97761 		  PC WARM SPRINGS COMMISSARY- SUSTAINABLE, EQUITABLE INFRASTRUCTURE 40,000

WE ARE HEALERS

5119 NE 27TH AVENUE
PORTLAND,OR97211 		  PC CAPACITY BUILDING 40,000

WEST REGIONAL ADVOCACY PROJECT (WRAP) (FOR OR EXPUNGEMENT RELIEF PROJECT)

2940 16TH STREET SUITE 200-2
SAN FRANCISCO,CA94103 		  PC FOR OREGON EXPUNGEMENT RELIEF PROJECT (FISCAL SPONSEE) 15,000

WESTERN REGIONAL ADVOCACY PROJECT (WRAP)

2940 16TH STREET SUITE 200-2
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATING 10,000

WOMENFIRST TRANSITION & REFERRAL CENTER

21440 SE STARK STREET
GRESHAM,OR97030 		  PC SUSTAINABLE SUPPORT FOR WOMEN OF COLOR IMPACTED BY TRAUMA 10,000

WRITE AROUND PORTLAND

133 SW 2ND AVENUE SUITE 304
PORTLAND,OR97204 		  PC GENERAL OPERATING 10,000

YOUTH RIGHTS & JUSTICE

1785 NE SANDY BLVD SUITE 300
PORTLAND,OR97232 		  PC ENSURING EDUCATIONAL EQUITY FOR STUDENTS MARGINALIZED BY BIAS AND RACISM 25,000
Total .................................right arrow 3a 2,802,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 751,952  
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 -691,542  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME FROM PASS-THROUGH INVEST - CRAFT 3 		    14 35,452  
bOTHER INT/DIV FROM PASS-THROUGH INVEST - GROSVENOR     14 13,967  
cOTHER INCOME     01 1,104  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 110,933 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
110,933
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 19,970


(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) (2023)
Schedule B (Form 990) (2023)
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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 4,436 221   4,215
SUSAN MATLACK JONES - BOOKKEEPING SERVICES 3,773 189   3,584

TY 2023 InvestmentsCorpBondsSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Name of Bond End of Year Book Value End of Year Fair Market Value
COMCAST CORP. 278,059 278,059
CVS HEALTH CORP 157,321 157,321
DEERE & CO. 255,121 255,121
GENERAL MILLS 389,411 389,411
INTEL CORP 153,631 153,631
KEYCORP 150,428 150,428
MICROSOFT CORP 159,570 159,570
MORGAN STANLEY 121,225 121,225
NIKE, INC. 151,747 151,747
PAYPAL HOLDINGS 139,504 139,504
PROGRESS ENERGY 155,014 155,014
STATE STREET CORP 142,688 142,688
TARGET CORP 153,984 153,984
TORONTO DOMINI 364,146 364,146
UNITED HEALTH GROUP 372,813 372,813

TY 2023 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 201,773 201,773
AIR PROD & CHEMICALS 127,317 127,317
ALPHABET INC. 196,264 196,264
AMAZON.COM INC. 183,088 183,088
AMGEN INC. 138,250 138,250
APPLE INC. 226,223 226,223
BLACKROCK INC. 183,467 183,467
BROOKFIELD RENEW COR. 156,877 156,877
CHARLES SCHWAB CORP 188,168 188,168
COLUMBIA SPORTSWEAR 110,163 110,163
DANONE 72,067 72,067
EATON CORP PLC 162,553 162,553
ECOLAB INC 213,226 213,226
EMERSON ELECTRIC CO 148,428 148,428
GOLDMAN SACHS GROUP 100,300 100,300
HOLOGIC INC 116,464 116,464
HOME DEPOT INC 200,999 200,999
JOHNSON & JOHNSON 129,937 129,937
KONINKLIJKE PHILIPS 127,265 127,265
MEDTRONIC PLC 144,906 144,906
MICROSOFT CORP 208,326 208,326
PAYPAL HOLDINGS INCORPORATED 95,493 95,493
PROCTER & GAMBLE 148,885 148,885
QUALCOMM INC. 194,527 194,527
QUEST DIAGNOSTIC INC 138,569 138,569
SALESFORCE INC. 186,829 186,829
SAP SE 157,682 157,682
U S BANCORP 96,298 96,298
UNILEVER PLC 145,440 145,440
VISA INC 93,726 93,726
WALT DISNEY CO 121,892 121,892

TY 2023 InvestmentsGovtObligationsSch
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
US Government Securities - End of Year Book Value:

5,351,500
US Government Securities - End of Year Fair Market Value:

5,351,500
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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
CALVERT CORE BOND 1 FMV 4,483,461 4,483,461
CALVERT INTERNATIONAL RE FMV 3,965,413 3,965,413
CALVERT US LARGE CAP COR FMV 4,335,117 4,335,117
CRAFT 3 FMV 1,500,000 1,500,000
GROSVENOR ADVANCE FEEDER FUND, LP FMV 1,716,862 1,716,862
ISHARES ESG AWARE MSCI FMV 1,052,369 1,052,369
ISHARES ESG AWARE MSCI - USA SMALL CAP FMV 1,658,566 1,658,566
ISHARES ESG SCRND S&P FMV 5,619,787 5,619,787
REALTY INCOME CORP FMV 105,653 105,653
VANGUARD REAL ESTATE FMV 968,867 968,867

TY 2023 LegalFeesSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
THEDE CULPEPPER - LEGAL SERVICES 190 10   181


TY 2023 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 3,808 190   3,618
OREGON CHARITY REGISTRATION FEE 2,400 0   2,400
INSURANCE 1,065 53   1,012
TRAINING 7,603 0   7,603
OTHER EXPENSES 541 27   514
MEMBERSHIPS AND SUBSCRIPTIONS 3,335 0   3,335
OFFICE EXPENSES 93 5   88
OTHER INVESTMENT EXPENSES - GROSVENOR 39,958 39,958   0


TY 2023 OtherIncomeSchedule2
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PASS-THROUGH INVEST - CRAFT 3 35,452 35,452 35,452
OTHER INT/DIV FROM PASS-THROUGH INVEST - GROSVENOR 13,967 13,967 13,967
OTHER INCOME 1,104   1,104


TY 2023 OtherIncreasesSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Description Amount
UNREALIZED GAIN ON INVESTMENTS 5,151,121


TY 2023 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 175,768 175,768   0


TY 2023 TaxesSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 279 279   0
FOREIGN TAXES 6,076 6,076   0