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
THE ROBERT D AND MARCIA H RANDALL
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)9500 SW BARBUR BOULEVARD 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97219
A Employer identification number

93-1318923
B Telephone number (see instructions)

(503) 293-6210
C 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$2,274,742J 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) 34,945
2 Check right arrow.............
3 Interest on savings and temporary cash investments 51 51  
4 Dividends and interest from securities... 56,045 52,088  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 216,529
b Gross sales price for all assets on line 6a 946,544
7 Capital gain net income (from Part IV, line 2)... 216,529
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
1 1  
12 Total. Add lines 1 through 11........ 307,571 268,669  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 180,549 17,185   163,365
14 Other employee salaries and wages...... 27,483 0   27,483
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,137 604   5,432
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,386 26,983   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,380 2,069   12,505
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,876 0   2,812
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,711 31   13,680
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 278,522 46,872   225,277
25 Contributions, gifts, grants paid....... 2,225,000 2,225,000
26 Total expenses and disbursements. Add lines 24 and 25 2,503,522 46,872   2,450,277
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,195,951
b Net investment income (if negative, enter -0-) 221,797
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.............      
2 Savings and temporary cash investments......... 1,918,127 65,724 65,724
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)      
b Investments—corporate stock (attach schedule)....... 1,195,165 Click to see attachment
List of Attached Documents:
// Content
1,018,716 		1,681,747
c Investments—corporate bonds (attach schedule)....... 697,469 Click to see attachment
List of Attached Documents:
// Content
530,775 		527,170
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
506 		Click to see attachment
List of Attached Documents:
// Content
101 		Click to see attachment
List of Attached Documents:
// Content
101
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,811,267 1,615,316 2,274,742
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 3,811,267 1,615,316
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,811,267 1,615,316
30 Total liabilities and net assets/fund balances (see instructions). 3,811,267 1,615,316
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
3,811,267
2
Enter amount from Part I, line 27a .....................
2
-2,195,951
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,615,316
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
1,615,316
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 CAPITAL GAINS DIVIDENDS P    
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 942,746   730,015 212,731
b 3,798     3,798
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       212,731
b       3,798
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 2 216,529
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 3,083
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 3,083
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 3,083
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,500
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 3,417
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,417 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
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part 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 arrowN/A
14
The books are in care ofright arrowKIRK A BASS TRUSTEE Telephone no.right arrow (503) 245-1131

Located atright arrow9500 SW BARBUR BOULEVARD SUITE 300PORTLANDOR ZIP+4right arrow97219
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)
Yes
 
(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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
MARCIA H RANDALL TRUSTEE
2.00 		0 0 0
9500 SW BARBUR BLVD SUITE 300
PORTLAND,OR97219
RANDALL E NORGART TRUSTEE
2.00 		0 0 0
9500 SW BARBUR BLVD SUITE 300
PORTLAND,OR97219
RONALD L KOOS TRUSTEE
2.00 		0 0 0
9500 SW BARBUR BLVD SUITE 300
PORTLAND,OR97219
KIRK A BASS TRUSTEE
2.00 		0 0 0
9500 SW BARBUR BLVD SUITE 300
PORTLAND,OR97219
LYNN HALLBACKA TRUSTEE
2.00 		14,500 0 0
9500 SW BARBUR BLVD SUITE 300
PORTLAND,OR97219
BRIAN RIFFEL EXECUTIVE DIRECTOR
40.00 		166,049 0 0
9500 SW BARBUR BLVD SUITE 300
PORTLAND,OR97219
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
NONE
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
2,419,646
b
Average of monthly cash balances.......................
1b
354,023
c
Fair market value of all other assets (see instructions)................
1c
101
d
Total (add lines 1a, b, and c).........................
1d
2,773,770
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
2,773,770
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
41,607
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,732,163
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
136,608
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
136,608
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,083
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,083
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
133,525
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
133,525
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
133,525
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
2,450,277
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
2,450,277
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 7 133,525
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...... 694,047
b From 2019...... 5,693,991
c From 2020......  
d From 2021...... 482,202
e From 2022...... 811,269
f Total of lines 3a through e ........ 7,681,509
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,450,277
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..... 133,525
e Remaining amount distributed out of corpus 2,316,752
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 9,998,261
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) ... 		694,047
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		9,304,214
10 Analysis of line 9:
a Excess from 2019.... 5,693,991
b Excess from 2020....  
c Excess from 2021.... 482,202
d Excess from 2022.... 811,269
e Excess from 2023.... 2,316,752
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).)
MARCIA H RANDALL
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BRIAN RIFFEL
9500 SW BARBUR BOULEVARD SUITE 300
PORTLAND,OR97219
(503) 293-6210
bThe form in which applications should be submitted and information and materials they should include:
PRE-APPLICATION REQUIRED. INSTRUCTIONS MAY BE OBTAINED FROM BRIAN RIFFEL.
cAny submission deadlines:
PRE-APPLICATION DEADLINES ARE JUNE 15TH AND DECEMBER 15TH.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE 501(C)(3) ORGANIZATION. PREFERENCE IS GIVEN TO PACIFIC NORTHWEST APPLICANTS.
Form 990-PF (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

COMMUNITY ACTION ORGANIZATION

1001 SW BASELINE STREET
HILLSBORO,OR97123 		N/A PC HILLSBORO FAMILY SHELTER CHILDREN'S PROGRAM 10,000

DOGS FOR THE DEAF INC

10175 WHEELER ROAD
CENTRAL POINT,OR97502 		N/A PC ENHANCE INDEPENDENCE OF PEOPLE WITH DISABILITIES IN THE WEST CAMPUS AREA 8,000

CANDLELIGHTERS FOR CHILDREN WITH CANCER

10700 SE BEAVERTON HILLSDALE
HIGHWAY SUITE 360
BEAVERTON,OR97005 		N/A PC EMERGENCY FINANCIAL ASSISTANCE 10,000

OUTSIDE IN

1132 SW 13TH AVENUE
PORTLAND,OR97205 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

OREGON MEDICAL EDUCATION FOUNDATION

11740 SW 68TH PARKWAY SUITE 100
PORTLAND,OR97223 		N/A PC MENTORSHIP PROGRAM 10,000

BOYS & GIRLS CLUB OF ALBANY

1215 HILL STREET SE
ALBANY,OR97322 		N/A PC T3: TRAINING TEENS FOR TOMORROW 10,000

CAT ADOPTION TEAM

14175 SW GALBREATH DRIVE
SHERWOOD,OR97140 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

DRESS FOR SUCCESS OF OREGON INC

1532 NE 37TH AVENUE SUITE B
PORTLAND,OR97232 		N/A PC CAREER DEVELOPMENT EDUCATION LAB 10,000

CASA OF LANE COUNTY

174 DEADMOND FERRY ROAD
SPRINGFIELD,OR97477 		N/A PC DEEPENING OUR ROOTS INITIATIVE 10,000

LANE ARTS COUNCIL

174 E 16TH AVENUE SUITE 125
EUGENE,OR97401 		N/A PC IN-SCHOOL ARTS EDUCATION 10,000

OREGON COAST COMMUNITY ACTION

1855 THOMAS AVENUE
COOS BAY,OR97420 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT FOR THE SOUTH COAST FOOD SHARE 1,000

ARTS COUNCIL OF PENDLETON

214 N MAIN STREET
PENDLETON,OR97801 		N/A PC PROVIDE LOW AND NO COST ARTS EDUCATION AND EXPERIENCES 8,000

ADOPT ONE BLOCK

2222 NW HOYT STREET UNIT 302
PORTLAND,OR97210 		N/A PC REDUCE AND REMOVE TRASH, LITTER, AND DEBRIS 10,000

CENTRAL CITY CONCERN

232 NW SIXTH AVENUE
PORTLAND,OR97209 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

FAMILY BUILDING BLOCKS INC

2425 LANCASTER DRIVE NE
SALEM,OR97305 		N/A PC THERAPEUTIC EARLY CHILDHOOD PROGRAM 10,000

FAMILY & COMMUNITY TOGETHER

2475 SE LADD AVENUE SUITE 430
PORTLAND,OR97232 		N/A PC GENERAL OPERATING SUPPORT 10,000

CENTRAL OREGON COMMUNITY COLLEGE FOUNDATION

2600 NW COLLEGE WAY
BEND,OR97703 		N/A PC INCREASE DIVERSITY OF STUDENTS IN COLLEGE SCIENCE PROGRAMS 10,000

JESUIT VOLUNTEER CORPS NORTHWEST

2780 SE HARRISON STREET
MILWAUKIE,OR97222 		N/A PC ENCORPS PROGRAM 10,000

UNION GOSPEL MISSION

3 NW THIRD AVENUE
PORTLAND,OR97209 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

STONE SOUP PDX

306 NW BROADWAY
PORTLAND,OR97209 		N/A PC WORKFORCE DEVELOPMENT PROGRAM 5,000

BLANCHET HOUSE OF HOSPITALITY

310 NW GLISAN STREET
PORTLAND,OR97209 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

READING RESULTS

3115 NE SANDY BOULEVARD SUITE 229
PORTLAND,OR97232 		N/A PC READING INTERVENTION PROGRAM 10,000

HUNGER FIGHTERS OREGON

4 MONROE PARKWAY SUITE A
LAKE OSWEGO,OR97035 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

UPWARD BOUND CAMP FOR PERSONS WITH SPECIAL NEEDS INC

40151 GATES SCHOOL ROAD
GATES,OR97346 		N/A PC REPLACE ROOF ON THE HISTORIC GATES SCHOOLHOUSE 10,000

LATINO NETWORK

410 NE 18TH AVENUE
PORTLAND,OR97232 		N/A PC LA PLAZA ESPERANZA 10,000

CHESS FOR SUCCESS

4207 SE WOODSTOCK BOULEVARD SUITE
271
PORTLAND,OR97206 		N/A PC AFTER SCHOOL PROGRAMMING 10,000

SUNRISE ENTERPRISES OF ROSEBURG INC

423 NE WINCHESTER STREET
ROSEBURG,OR97470 		N/A PC COMMUNITY EMPLOYMENT SERVICES EXPANSION PROJECT 10,000

ALBERTINA KERR CENTERS FOUNDATION INC

424 NE 22ND AVENUE
PORTLAND,OR97232 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

FRIENDS OF THE CHILDREN - LANE COUNTY OREGON

425 LINCOLN STREET
EUGENE,OR97401 		N/A PC MENTORSHIP AND SUPPORT SERVICES 10,000

CRANE PARENT-TEACHER ORGANIZATION

43277 CRANE VENATOR LANE
CRANE,OR97732 		N/A PC UPGRADE CRANE ELEMENTARY SCHOOL INTO A COMMUNITY SPACE 10,000

ASSIST

4412 SW BARBUR BOULEVARD SUITE 200
PORTLAND,OR97239 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

GIRLS INC OF THE PACIFIC NORTHWEST

4800 S MACADAM AVENUE SUITE 309
PORTLAND,OR97239 		N/A PC GIRLS GROUPS 10,000

OPEN ADOPTION & FAMILY SERVICES

5200 S MACADAM AVENUE SUITE 250
PORTLAND,OR97239 		N/A PC ALL-OPTIONS PREGNANCY COUNSELING PROGRAM 10,000

CASA OF POLK COUNTY

580 MAIN STREET SUITE D
DALLAS,OR97338 		N/A PC RECRUIT, TRAIN, SUPPORT AND RETAIN CASAS 10,000

MAKE-A-WISH FOUNDATION OF OREGON INC

5901 S MACADAM AVENUE SUITE 200
PORTLAND,OR97239 		N/A PC KIDS FOR WISH KIDS 10,000

MT SCOTT PARK CENTER FOR LEARNING INC

6148 SE HOLGATE BOULEVARD
PORTLAND,OR97206 		N/A PC ACADEMIC AND TRANSITIONS PROGRAMS 10,000

LEWIS & CLARK COLLEGE

615 S PALATINE HILL ROAD
PORTLAND,OR97219 		N/A PC CHAIR OF ENTREPRENEURIAL LEADERSHIP AND INNOVATION 1,500,000

FRIENDS OF HOPEWELL HOUSE

6171 SW CAPITOL HIGHWAY
PORTLAND,OR97239 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

UNITED WAY OF THE COLUMBIA-WILLAMETTE

619 SW 11TH AVENUE
PORTLAND,OR97205 		N/A PC RESILIENT FAMILIES INITIATIVE 75,000

SOLID GROUND EQUINE ASSISTED ACTIVITIES AND THERAPY CENTER

630 GRIFFITH LANE
KLAMATH FALLS,OR97603 		N/A PC "STABLE MOMENTS" PROGRAM 10,000

SEE YOU AT THE SUMMIT

630 NE KILLINGSWORTH STREET PMB
11623
PORTLAND,OR97211 		N/A PC HIRE AN OPERATIONS MANAGER 10,000

COMMUNITY TRANSITIONAL SCHOOL

6601 NE KILLINGSWORTH STREET
PORTLAND,OR97218 		N/A PC INSTRUCTIONAL ASSISTANTS PROGRAM 7,000

THE CANBY CENTER

681 SW 2ND AVENUE
CANBY,OR97013 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

OREGON PUBLIC BROADCASTING

7140 S MACADAM AVENUE
PORTLAND,OR97219 		N/A PC THE RANDALL FUND FOR LIFELONG LEARNING: CONNECTING MORE PEOPLE WITH HISTORY, SCIENCE, AND THE ARTS 150,000

STORE TO DOOR

7730 SW 31ST AVENUE
PORTLAND,OR97219 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 2,000

BUTTE FALLS COMMUNITY SCHOOL PARTNERSHIP

801 LAUREL STREET
BUTTE FALLS,OR97524 		N/A PC THE LANDING 10,000

CLACKAMAS SERVICE CENTER INC

8800 SE 80TH AVENUE
PORTLAND,OR97206 		N/A PC COMMUNITY NUTRITION PROGRAM 10,000

PORTLAND YOUTH PHILHARMONIC ASSOCIATION

9320 SW BARBUR BOULEVARD SUITE 140
PORTLAND,OR97219 		N/A PC 100TH ANNIVERSARY SEASON 10,000

AGAPE VILLAGE

9715 SE POWELL BOULEVARD
PORTLAND,OR97266 		N/A PC VILLAGE MANAGER 10,000

COMMUNITY ENRICHMENT FOR KLICKITAT COUNTY

PO BOX 1107
STEVENSON,WA98648 		N/A PC STEVENSON COMMUNITY POOL DISTRICT 10,000

HERETOGETHER

PO BOX 11510
PORTLAND,OR97211 		N/A PC ALL TOGETHER INITIATIVE 10,000

HOMEPLATE YOUTH SERVICES

PO BOX 1413
BEAVERTON,OR97075 		N/A PC DROP-IN CENTER PROGRAMMING 10,000

FORGE YOUTH MENTORING

PO BOX 1422
RICHLAND,WA99352 		N/A PC EXPAND KIDS CRAVE CONNECTIONS PROGRAM 8,000

OREGON EAST SYMPHONY INC

PO BOX 1436
PENDLETON,OR97801 		N/A PC SYMPHONY STRINGS 5,000

VIETNAM WAR MEMORIAL FUND

PO BOX 1448
BORING,OR97009 		N/A PC ART FOR THE OREGON VIETNAM WAR MEMORIAL 10,000

OUR CHILDREN OREGON

PO BOX 14694
PORTLAND,OR97293 		N/A PC ADDRESS OREGON'S LITERACY CRISIS 10,000

BRIDGES TO CHANGE INC

PO BOX 16576
PORTLAND,OR97292 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

PORTLAND URBAN DEBATE LEAGUE

PO BOX 1684
PORTLAND,OR97207 		N/A PC MIDDLE SCHOOL DEBATE 10,000

THE SALVATION ARMY - CASCADE DIVISION

PO BOX 2398
PORTLAND,OR97208 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT FOR THE CASCADES REGION 1,000

THE SALVATION ARMY - HAWAIIAN AND PACIFIC ISLANDS DIVISION

PO BOX 2398
PORTLAND,OR97208 		N/A PC IMMEDIATE NEED GIFT FOR MAUI WILDFIRE RELIEF 1,000

PLAY IT FORWARD

PO BOX 25607
PORTLAND,OR97298 		N/A PC OPERATING SUPPORT 10,000

MY VOICE MUSIC INC

PO BOX 28043
PORTLAND,OR97228 		N/A PC MVM STUDIOS EAST 7,500

EUGENE DEBBS POTTS FOUNDATION

PO BOX 324
MERLIN,OR97532 		N/A POF REPAIR FOUNDATION AND BUILD PORCHES/HANDICAP ACCESS RAMPS 2,500

HELPING HANDS RE-ENTRY OUTREACH CENTERS

PO BOX 413
SEASIDE,OR97138 		N/A PC CARE FOR THE HOMELESS IN OREGON 10,000

COLUMBIA GORGE HELPING HANDS FOOD SALVAGE

PO BOX 423
CORBETT,OR97019 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

RANDALL CHILDREN'S HOSPITAL FOUNDATION

PO BOX 4484
PORTLAND,OR97208 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT FOR THE CHILD LIFE PROGRAM 1,000

DOMESTIC VIOLENCE RESOURCE CENTER

PO BOX 494
HILLSBORO,OR97123 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

EASTERN OREGON REGIONAL ARTS COUNCIL INC

PO BOX 541
LA GRANDE,OR97850 		N/A PC YOUTH ARTS EDUCATION ENHANCEMENT PROJECT 10,000

FINANCIAL BEGINNINGS WASHINGTON

PO BOX 58032
TUKWILA,WA98138 		N/A PC FINANCIAL FOUNDATIONS PROGRAM 10,000

NORTHWEST ASSOCIATION FOR BLIND ATHLETES

PO BOX 61489
VANCOUVER,WA98666 		N/A PC CAMP SPARK 10,000

EDWARDS CENTER INC

PO BOX 6269
BEAVERTON,OR97007 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000

TODOS JUNTOS INC

PO BOX 645
CANBY,OR97013 		N/A PC GENERAL OPERATIONS 10,000

MERRY HEART CHILDREN'S CAMP

PO BOX 80413
PORTLAND,OR97280 		N/A PC HEART CAMP 8,000

THE DOUGY CENTER INC

PO BOX 86852
PORTLAND,OR97286 		N/A PC 2023 YEAR-END IMMEDIATE NEED GIFT 1,000
Total .................................right arrow 3a 2,225,000
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 ........... 		    14 51  
4 Dividends and interest from securities ....     14 56,045  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 1  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 216,529  
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) .. 0 272,626 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
272,626
(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
THE ROBERT D AND MARCIA H RANDALL
CHARITABLE TRUST
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE ROBERT D AND MARCIA H RANDALL
CHARITABLE TRUST 		Employer identification number
93-1318923
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
RANDALL REALTY CORP
 
9500 SW BARBUR BLVD SUITE 300
 
PORTLAND, OR97219

$ 34,945


(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
THE ROBERT D AND MARCIA H RANDALL
CHARITABLE TRUST 		Employer identification number

93-1318923
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE ROBERT D AND MARCIA H RANDALL
CHARITABLE TRUST 		Employer identification number

93-1318923
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


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Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,137 604   5,432

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TY 2023 ExpenditureResponsibilityStmt
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
EUGENE DEBBS POTTS FOUNDATION
  		PO BOX 324
MERLIN,OR97532 		2023-08-08 2,500 TO SUPPORT A FOUNDATION REPAIR AND BUILD PORCHES AND HANDICAP ACCESS RAMPS. 2,500 NO DIVERSION OF FUNDS MARCH 2024, SEPTEMBER 2024 2024-09-27 PER GRANT REPORTS THAT INCLUDED SUPPORTING RECEIPTS AND PHOTOGRAPHIC DOCUMENTATION, GRANTEE HAS EXPENDED FUNDS ACCORDING TO THE PURPOSE OF THE GRANT.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES CORE US AGGREGATE BD FUND 288,013 281,374
SPDR PORTFOLIO LONG TERM TREASURY ETF 151,725 158,014
VANGUARD SCOTTSDALE FDS VANGUARD NTERMEDIATE 91,037 87,782

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE INC 3,487 5,369
ADVANCED MICRO D 2,855 3,833
AIRBUS SE 3,845 4,941
ALIBABA GROUP HOLDING LT 2,718 2,248
ALIMENTATION COUCHE-TARD INC 2,893 3,255
ALLSPRING SPECIAL SMALL CAP VALUE FD 34,561 44,061
ALPHABET INC 3,962 15,506
AMAZON COM INC 3,857 12,155
APPLE INC 5,439 19,446
APPLE INC 3,091 39,661
ARISTA NETWORKS 3,743 5,417
ASML HOLDINGS NV 1,799 4,542
ATLAS COPCO AB 3,810 6,062
BAIRD MIDCAP 83,017 91,527
BANCO DO BRASIL SA-SPON 1,945 2,765
BANDU INC REG SHS 2,216 1,665
BECTON DICKINSON & CO 4,644 12,191
BERKSHIRE HATHAWAY INC DEL 3,632 10,700
BHP GROUP INC 7,540 7,017
BLACKROCK INC 4,515 24,354
BORADCOM INC 3,123 14,511
BOSTON SCIENTIFIC CORP 4,784 9,886
BRISTOL-MYERS SQUIBB CO 5,470 3,746
BYD COMPANY LTD 2,290 2,004
CAMECO CORP 2,583 4,051
CANADIAN PACIFIC RAILWAYLTD 3,471 3,419
CATERPILLAR INC 1,956 2,661
CHEVRON CORP 5,599 7,607
CHEVRON CORP 5,272 18,645
CISCO SYS INC 17,097 51,025
CONESTOGA SM CAP 34,679 45,622
COSTCO WHSL CORP 1,092 19,802
DBS GROUP HLDGS 4,976 6,509
DEUTSCHE TELEKOM AT-REG 2,820 3,520
DIAGEO PLC 3,526 4,515
EATON CORP PLC 3,111 4,816
EQUIIX INC 2,038 2,416
FORTIVE CORP 3,907 4,786
FREEPORT MCMORAN INC 3,235 6,896
HARTFORD SCHRODERS EMERG MKT 48,017 43,909
HILTON WORLDWIDE HOLDINGS INC 3,105 4,188
HONEYWELL INTL INC 5,001 18,874
IBERDROLA SA BILBAO 2,623 2,937
ISHARES MSCI INDIA INDEX FUND 4,026 4,295
ISHARES RUSSELL MID-CAP 99,604 154,683
ISHARES RUSSELL MID-CAP VALUE 65,495 65,704
ISHARES TR RUSSELL 2000 86,428 123,437
JOPHNSON CONTROLS INTER 5,297 4,208
JP MORGAN CHASE 5,574 6,974
JP MORGAN CHASE 18,883 62,086
KEYENCE CORP 857 5,623
LOWES COS INC 5,041 20,029
LVMH MOET HENNESSY LOUIS VUITTON 1,899 5,361
MARSH 7 MCLENNAN COS INC 4,744 5,116
MASTERCARD INC 420 8,104
MCKESSON CORPORATION COM 1,717 2,315
MERCEDES BENZ GROUP AG 4,146 3,181
MERCK AND CO INC 6,604 8,067
META PLATFORMS INC 3,984 5,663
METLIFE INC 3,711 3,637
MFS MID CAP VALUE FUND 46,321 63,783
MICROSOFT CORP 8,014 18,050
MONDELEZ INTERNATIONAL INC 3,113 3,477
MORGAN STANLEY 4,342 5,129
NESTLE SA CHAMN UND VEVE 8,327 8,226
NEWMONT CORPORATION 2,567 2,525
NEXTERA ENERGY INC 5,380 6,621
NIKE INC CL B 4,084 4,560
NORTHROP GRUMMAN CORP 3,348 3,277
NOVO NORDISK A/S BRAND/.1 DKK 8,625 13,241
NVDIA 4,784 9,409
PALO ALTO NETWORKS INC 3,772 6,192
PDD HOLDINGS INC 2,052 2,048
PROCTER & GAMBLE CO 6,754 15,387
PROCTER & GAMBLE CO 5,653 6,741
PROLOGICS INC 3,847 3,866
PT BANK CENT ASIA TBK 1,968 2,079
REPLIGEN CORP 2,660 3,057
RESONA HOLDINGS INC 3,687 3,488
ROCHE HLDGS AG 2,722 4,067
SAP SE 3,477 4,780
SERVICENOW INC 2,574 4,239
SHELL PLC 3,780 6,185
STARBUCKS CORP 4,217 4,224
STARBUCKS CORP 5,594 14,401
SUMITOMO MITSUI FIN 3,802 3,545
SYSCO CORPORATION 4,663 4,388
TAIWAN MANUFACTURING ADR 2,164 3,848
TESLA INC 2,339 2,485
TJX COS INC 2,386 16,886
UNION PACIFIC CORP 1,181 19,650
VALERO ENERGY CORP 4,050 3,640
VANGUARD FTSE EMERG MKTS 32,937 43,566
VANGUARD GTSE EMERGING MARKETS ETF 10,329 9,124
VANGUYARD 500 INDEX FUND 126,493 233,688
VISA INC 1,977 27,337
WALMART INC 2,959 2,995

TY 2023 OtherAssetsSchedule
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME RECEIVABLE 506 101 101


TY 2023 OtherExpensesSchedule
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 100 0   100
INSURANCE 817 0   817
WORKERS COMP. INSURANCE 172 17   155
OFFICE EXPENSES 40 0   40
MISCELLANEOUS EXPENSES 66 14   52
COMPUTER LICENSES AND SUPPORT FEES 11,716 0   11,716
CONTINUING EDUCATION 800 0   800


TY 2023 OtherIncomeSchedule2
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LITIGATION SETTLEMENT INCOME 1 1 1


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 27,386 26,983   0


TY 2023 TaxesSchedule
Name:
THE ROBERT D AND MARCIA H RANDALL
 
CHARITABLE TRUST
EIN:
93-1318923
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 744 744   0
PAYROLL TAX 13,249 1,325   11,924
OREGON CHARITABLE RENEWAL FEE 581 0   581
FEDERAL EXCISE TAXES 4,806 0   0