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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$38,295,677J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 886,408 885,408  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,000,597
b Gross sales price for all assets on line 6a 14,429,423
7 Capital gain net income (from Part IV, line 2)... 1,000,597
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
28,362 28,288  
12 Total. Add lines 1 through 11........ 1,915,367 1,914,293  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 162,400 8,120   154,280
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 34,841 1,550   29,457
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
95 5   90
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,054 403   7,651
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
198,703 198,703   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,485 5,485   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,405 367   6,964
22 Printing and publications.......... 355 18   337
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,822 29,605   22,925
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 468,160 244,256   221,704
25 Contributions, gifts, grants paid....... 4,154,795 4,148,795
26 Total expenses and disbursements. Add lines 24 and 25 4,622,955 244,256   4,370,499
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,707,588
b Net investment income (if negative, enter -0-) 1,670,037
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 213,156 129,451 129,451
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow63
Less: allowance for doubtful accounts right arrow     63 63
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) 5,351,500 Click to see attachment
List of Attached Documents:
// Content
4,878,289 		4,878,289
b Investments—corporate stock (attach schedule)....... 4,715,402 Click to see attachment
List of Attached Documents:
// Content
4,448,770 		4,448,770
c Investments—corporate bonds (attach schedule)....... 3,144,662 Click to see attachment
List of Attached Documents:
// Content
5,046,098 		5,046,098
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).......... 25,406,095 Click to see attachment
List of Attached Documents:
// Content
23,793,006 		23,793,006
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) 38,830,815 38,295,677 38,295,677
Liabilities 17 Accounts payable and accrued expenses.......... 2,000 4,200
18 Grants payable.................   6,000
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)......... 2,000 10,200
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 38,828,815 38,285,477
29 Total net assets or fund balances (see instructions)..... 38,828,815 38,285,477
30 Total liabilities and net assets/fund balances (see instructions). 38,830,815 38,295,677
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
38,828,815
2
Enter amount from Part I, line 27a .....................
2
-2,707,588
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,164,250
4
Add lines 1, 2, and 3 ..........................
4
38,285,477
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
38,285,477
Form 990-PF (2024)
Form 990-PF (2024)
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 14,394,919   13,428,826 966,093
b 34,504     34,504
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       966,093
b       34,504
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 1,000,597
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 23,214
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 23,214
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 23,214
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 49,787
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 49,787
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 26,573
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow26,573 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow200 SW MARKET STREET SUITE 1777PORTLANDOR 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		138,400 23,000 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 (2024)
Form 990-PF (2024)
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 198,703
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 (2024)
Form 990-PF (2024)
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
36,151,046
b
Average of monthly cash balances.......................
1b
436,073
c
Fair market value of all other assets (see instructions)................
1c
2,967,391
d
Total (add lines 1a, b, and c).........................
1d
39,554,510
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
39,554,510
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
593,318
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,961,192
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,948,060
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
1,948,060
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
23,214
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,214
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,924,846
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,924,846
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
1,924,846
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
4,370,499
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
4,370,499
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,924,846
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,225,215
b From 2020...... 987,426
c From 2021...... 2,592,316
d From 2022...... 1,302,864
e From 2023...... 1,156,661
f Total of lines 3a through e ........ 7,264,482
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,370,499
a Applied to 2023, 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 2024 distributable amount..... 1,924,846
e Remaining amount distributed out of corpus 2,445,653
5 Excess distributions carryover applied to 2024. 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 9,710,135
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,225,215
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		8,484,920
10 Analysis of line 9:
a Excess from 2020.... 987,426
b Excess from 2021.... 2,592,316
c Excess from 2022.... 1,302,864
d Excess from 2023.... 1,156,661
e Excess from 2024.... 2,445,653
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 CREATIVE PAUSE INC

2204 NW CRESTVIEW WAY
PORTLAND,OR97229 		  PC SCALING SOCIAL & EMOTIONAL LEARNING IN INDIA 5,000

ACTION FOR GLOBAL HEALTH A PROJECT OF STOPAIDS

167-169 GREAT PORTLAND STREET 5TH
FLOOR
LONDON   W1W5PF
UK 		  PC EQUIVALENCY DETER ACTION FOR GLOBAL HEALTH: REDUCING HEALTH DISPARITIES 25,000

ACTIONAID USA

1120 L STREET NW SUITE 725
WASHINGTON,DC20005 		  PC GENERAL OPERATING 25,000

AFRICA CHECK

12TH FLOOR UNIVERSITY CORNER CNR
JORISSEN AND BERTHA STREETS
JOHANNESBURG    
SF 		  PC EQUIVALENCY DETER GENERAL OPERATING 40,000

AFRICAN REFUGEE IMMIGRANT ORGANIZATION (ARIO)

7535 NE GLISAN STREET
PORTLAND,OR97213 		  PC GENERAL OPERATING 15,000

AGE

15900 SE 82ND DRIVE
CLACKAMAS,OR97015 		  PC GENERAL OPERATING 20,000

ALASKA COMMUNITY ACTION ON TOXICS

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

ALL CLASSICAL PUBLIC MEDIA INC

222 SW COLUMBIA STREET SUITE 300
PORTLAND,OR97201 		  PC ALL CLASSICAL RADIO: ADVANCING THE ARTS THROUGH RADIO 10,000

AMAZON WATCH

520 THIRD STREET SUITE 108
OAKLAND,CA94607 		  PC GENERAL OPERATING 30,000

AMPLIFY GIRLS

228 PARK AVENUE SOUTH SUITE 34731
NEW YORK,NY10003 		  PC BUILDING GIRLS' AGENCY THROUGH INTENTIONAL COLLABORATION - AMPLIFY GIRLS 25,000

ANDANDO FOUNDATION

PO BOX 542
JEFFERSON,OR97352 		  PC DRY LAND AQUACULTURE PROGRAM EXPANSION TO NORTHERN SENEGAL 5,000

ARCHITECTURE FOUNDATION OF OREGON

PO BOX 40230
PORTLAND,OR97240 		  PC ARCHITECTS IN SCHOOLS OUTREACH INITIATIVE 10,000

ARTS COUNCIL OF PENDLETON

214 NORTH MAIN STREET
PENDLETON,OR97801 		  PC GENERAL OPERATING 17,500

ASSIST

4412 S BARBUR BLVD SUITE 200
PORTLAND,OR97239 		  PC GENERAL OPERATING 20,000

BAG & BAGGAGE PRODUCTIONS

350 E MAIN STREET
HILLSBORO,OR97123 		  PC THE NATIVE THEATER PROJECT 15,000

BEYOND THESE WALLS

PO BOX 13006
PORTLAND,OR97213 		  PC WASHINGTON STATE EXPANSION: GENERAL OPERATING 20,000

BOOM ARTS

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

BRAVO YOUTH ORCHESTRAS

7508 N HEREFORD AVENUE
PORTLAND,OR97203 		  PC BRAVO PRE-K PROGRAM EXPANSION 10,000

CALDERA

224 NW 13TH AVENUE SUITE 304
PORTLAND,OR97209 		  PC YOUTH PROGRAM 15,000

CALL TO SAFETY

PO BOX 42610
PORTLAND,OR97242 		  PC GENERAL OPERATING 25,000

CAMPAIGN FOR SOUTHERN EQUALITY

PO BOX 364
ASHEVILLE,NC28801 		  PC GENERAL OPERATING 40,000

CAPACES LEADERSHIP INSTITUTE

356 YOUNG STREET
WOODBURN,OR97071 		  PC GENERAL OPERATING 30,000

CENTER FOR ENVIRONMENTAL HEALTH

2201 BROADWAY SUITE 508
OAKLAND,CA946123063 		  PC GENERAL OPERATING 30,000

CENTER FOR RENEWABLE ENERGY AND APPROPRIATE TECHNOLOGY FOR THE ENVIRONMENT

132 EAST BROADWAY SUITE 416
EUGENE,OR97401 		  PC CREATING RESILIENT COMMUNITIES IN RURAL SENEGAL 20,000

CENTER FOR VICTIMS OF TORTURE

2356 UNIVERSITY AVENUE WEST SUITE
430
SAINT PAUL,MN55114 		  PC GENERAL OPERATING 25,000

CENTER ON RACE POVERTY & THE ENVIRONMENT

1012 JEFFERSON STREET
DELANO,CA93215 		  PC GENERAL OPERATING 20,000

CENTERLINK

PO BOX 24490
FORT LAUDERDALE,FL33307 		  PC PROGRAM SUPPORT - ACTIONLINK 30,000

CENTRO CULTURAL DEL CONDADO DE WASHINGTON (OR CENTRO CULTURAL)

PO BOX 708
CORNELIUS,OR97113 		  PC PROGRAM SUPPORT FOR NEW OREGONIANS 10,000

CHAMBER MUSIC NORTHWEST

1201 SW 12TH AVENUE SUITE 420
PORTLAND,OR97205 		  PC PROJECT SUPPORT FOR "LOST FREEDOM: A MEMORY" 10,000

CIVICS LEARNING PROJECT

1300 SW SIXTH AVENUE SUITE 190
PORTLAND,OR97201 		  PC OREGON CIVICS REACH EXPANSION AND THE CIVICS EDUCATION ACT 10,000

CLACKAMAS SERVICE CENTER

8800 SE 80TH AVENUE
PORTLAND,OR97206 		  PC SUPPORT CLACKAMAS SERVICE CENTER AS THEY NEAR THE END OF REBUILDING CAMPAIGN 20,000

CLACKAMAS VOLUNTEERS IN MEDICINE

19600 MOLALLA AVENUE INSIDE
CLAIRMONT HALL
OREGON CITY,OR97045 		  PC NAVIGATING HEALTH ACCESS FOR LOW-INCOME OREGONIANS 10,000

COHO PRODUCTIONS

2257 NW RALEIGH STREET
PORTLAND,OR97210 		  PC OPERATING SUPPORT FOR COHO PRODUCTIONS 2024-2025 PROGRAMS 10,000

COLUMBIA RIVERKEEPER

PO BOX 950
HOOD RIVER,OR97031 		  PC GENERAL OPERATING 40,000

COMMUNITY DOULA ALLIANCE

1820 SW VERMONT STREET SUITE A
PORTLAND,OR97219 		  PC COMMUNITY DOULA ALLIANCE CAPACITY BUILDING 20,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		  PC FISCALLY SPONSORED GRANT FOR INTERSECT NW 25,000

COMMUNITY OUTREACH THROUGH RADICAL EMPOWERMENT (CORE)

3003 WEST 11TH AVENUE SUITE 277
EUGENE,OR97402 		  PC GENERAL OPERATING 20,000

COOL EARTH ACTION USA INC

ONE HANSON PLACE 17D
BROOKLYN,NY11243 		  PC GENERAL OPERATING 20,000

CRAG LAW CENTER

3141 E BURNSIDE STREET
PORTLAND,OR97214 		  PC GENERAL OPERATING 20,000

CROSSROADS CREATIVE AND PERFORMING ART CENTER INC

2020 AUBURN AVENUE
BAKER CITY,OR97814 		  PC ARTS EDUCATION PROGRAM COORDINATOR: GENERAL OPERATING SUPPORT TO SUSTAIN THIS FULL-TIME POSITION. 10,000

CROW'S SHADOW INSTITUTE OF THE ARTS

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

CURE BLINDNESS PROJECT

PO BOX 55
WATERBURY,VT05676 		  PC GENERAL OPERATING 30,000

DEMOS A NETWORK FOR IDEAS AND ACTION LTD

80 BROAD STREET FLOOR 4
NEW YORK,NY100042258 		  PC GENERAL OPERATING 25,000

DIGITAL DEMOCRACY

2443 FILLMORE STREET SUITE
380-17460
SAN FRANCISCO,CA94115 		  PC GENERAL OPERATING 20,000

DISABILITY RIGHTS OREGON

511 SW 10TH AVENUE SUITE 200
PORTLAND,OR97205 		  PC RESEARCHING HEALTH CHALLENGES FOR INDIVIDUALS WITH DISABILITIES 30,000

DOCTORS OF THE WORLD USA

222 BROADWAY FLOOR 19
NEW YORK,NY10038 		  PC PARTNERSHIP WITH TEXAS TECH HEALTH SCIENCES 40,000

DZI FOUNDATION

PO BOX 632
RIDGWAY,CO81432 		  PC PARTNERSHIP FOR SHARED PROSPERITY IN EASTERN NEPAL (GENERAL OPERATING) 20,000

EASTERN OREGON REGIONAL ARTS COUNCIL INC

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

ELKTON COMMUNITY EDUCATION CENTER

PO BOX 684
ELKTON,OR97436 		  PC ELKTON WELLNESS INITIATIVE 20,000

ENVIRONMENTAL INTEGRITY PROJECT

888 17TH STREET NW SUITE 810
WASHINGTON,DC20006 		  PC GENERAL OPERATING 25,000

FAMILIAS EN ACCION

2710 NE 14TH AVENUE
PORTLAND,OR97212 		  PC GENERAL OPERATING 20,000

FAMILY ACCESS NETWORK FOUNDATION

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

FAMILY BUILDING BLOCKS

2425 LANCASTER DRIVE SE
SALEM,OR97035 		  PC GENERAL OPERATING 25,000

FAMILY FORWARD OREGON

3934 NE MLK JR BLVD SUITE 204
PORTLAND,OR97212 		  PC ELEVATING CARE AND CAREGIVING IN OREGON 40,000

FINANCIAL BEGINNINGS

6443 SW BEAVERTON HILLSDALE HWY
SUITE 430
PORTLAND,OR97221 		  PC GENERAL OPERATING 15,000

FOUND IN TRANSLATION

PO BOX 220620 218 ADAMS STREET
DORCHESTER,MA02122 		  PC GENERAL OPERATING 25,000

FOUR RIVERS CULTURAL CENTER

676 SW 5TH AVENUE
ONTARIO,OR97914 		  PC HISTORICAL/HERITAGE EXHIBITIONS & PRESENTATIONS IN 2024-2025 19,000

FREE CLINIC OF SOUTHWEST WASHINGTON

4100 PLOMONDON STREET
VANCOUVER,WA98661 		  PC MEDICAL PROGRAM 20,000

FRIENDS OF SATURDAY ACADEMY

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		  PC STEAM LEARNING EXPERIENCES FOR YOUTH 15,000

FRIENDS OF TRYON CREEK

11321 S TERWILLIGER BLVD
PORTLAND,OR97219 		  PC GENERAL OPERATING 15,000

FRIENDS OF ZENGER FARM

11741 SE FOSTER ROAD
PORTLAND,OR97266 		  PC GENERAL OPERATING 10,000

GEORGIA COALITION AGAINST DOMESTIC VIOLENCE

2295 PARKLAKE DRIVE SUITE 130
ATLANTA,GA30345 		  PC GENERAL OPERATING 30,000

GRACE HEALTHCARE SERVICES

2611 NW 37TH TERRACE
GAINESVILLE,FL326052641 		  PC GRACE HEALTHCARE AAMRC FREE MEDICAL CLINICS AND GRACE PHARMACY GENERAL OPERATING GRANT 20,295

GREENING HAITI FUND

30 HANCOCK STREET 3
SOMERVILLE,MA02144 		  PC GENERAL OPERATING 25,000

GROWING GARDENS

3114 SE 50TH AVENUE
PORTLAND,OR97206 		  PC GENERAL OPERATING 25,000

GUARDIAN PARTNERS

1600 SE BYBEE BLVD SUITE 206
PORTLAND,OR97202 		  PC GUARDIAN PARTNERS EXPANSION 10,000

HABITABLE (FORMERLY HEALTHY BUILDING NETWORK)

4911 7TH STREET NW
WASHINGTON,DC20011 		  PC GENERAL OPERATING 30,000

HAND TO HOLD

12325 HYMEADOW DRIVE SUITE 4 102
AUSTIN,TX78750 		  PC GENERAL OPERATING 30,000

HAWAII PUBLIC HEALTH INSTITUTE (HIPHI)

707 RICHARDS STREET SUITE 300
HONOLULU,HI96813 		  PC SNAP ACCESSIBILITY REVIEW IN HAWAII 20,000

HEALTHY SCHOOLS CAMPAIGN

190 S LASALLE STREET SUITE 1508
CHICAGO,IL60603 		  PC GENERAL OPERATING 35,000

HERETOGETHER

PO BOX 11510
PORTLAND,OR97211 		  PC GENERAL OPERATING 20,000

HIGH DESERT MUSEUM

59800 US HWY 97
BEND,OR97702 		  PC LITTLE WONDERS 10,000

HOPE FOR JUSTICE

PO BOX 280365
NASHVILLE,TN37228 		  PC GENERAL OPERATING 5,000

IMPACT IMMIGRATION

10940 SW BARNES ROAD SUITE 122
PORTLAND,OR97225 		  PC GENERAL OPERATING 10,000

INDEPENDENT PUBLISHING RESOURCE CENTER

318 SE MAIN STREET SUITE 155
PORTLAND,OR972143303 		  PC ZINE LIBRARY PROGRAMS 10,000

INTEGRATE HEALTH

PO BOX 605
MEDWAY,MA02053 		  PC IMPROVING HEALTH SYSTEMS IN FRANCOPHONE WEST AFRICA 40,000

IPAS

PO BOX 9990
CHAPEL HILL,NC27515 		  PC GENERAL OPERATING 40,000

JACKSON COUNTY SART

2305 ASHLAND STREET C-418
ASHLAND,OR97520 		  PC SEXUAL VIOLENCE PREVENTION PROGRAM 30,000

JAPANESE AMERICAN MUSEUM OF OREGON

411 NW FLANDERS STREET
PORTLAND,OR97209 		  PC LIVING ARTS PROGRAMMING AT JAMO 20,000

KIDS INTERVENTION AND DIAGNOSTIC SERVICES (DBA KIDS CENTER)

1375 NW KINGSTON AVENUE
BEND,OR97703 		  PC RURAL EXPANSION - MOBILE CHILD ABUSE EVALUATION CLINIC 20,000

KXCJ-LP 1057 FM CAVE JUNCTION

PO BOX 2518
CAVE JUNCTION,OR97523 		  PC GENERAL OPERATING 10,000

LAN SU CHINESE GARDEN

220 NW 2ND AVENUE SUITE 1050 239
NORTHWEST EVERETT STREET
PORTLAND,OR97209 		  PC GENERAL OPERATING 15,000

LANE ARTS COUNCIL

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

LAST PRISONER PROJECT

1312 17TH STREET SUITE 640
DENVER,CO80202 		  PC GENERAL OPERATING 10,000

LEACH BOTANICAL GARDEN

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

LEGAL COUNCIL FOR HEALTH JUSTICE

17 N STATE STREET 9TH FLOOR
CHICAGO,IL60602 		  PC GENERAL OPERATING 20,000

LITERARY ARTS

925 SW WASHINGTON STREET
PORTLAND,OR97205 		  PC YOUTH PROGRAMS SERVING UNDERSERVED SCHOOLS IN MULT. & MARION COUNTIES 10,000

LOCAL ENVIRONMENTAL ACTION DEMANDED (LEAD) AGENCY INC

19289 S 4403 DRIVE
VINITA,OK74301 		  PC GENERAL OPERATING 20,000

LOUISIANA BUCKET BRIGADE

3416 B CANAL STREET
NEW ORLEANS,LA70119 		  PC GENERAL OPERATING 25,000

LOUISIANA BUCKET BRIGADE ON BEHALF OF INCLUSIVE LOUISIANA

3416 B CANAL STREET
NEW ORLEANS,LA70119 		  PC PROJECT SUPPORT FOR INCLUSIVE LOUISIANA 20,000

MANY HATS COLLABORATION

9465 N TIOGA AVENUE
PORTLAND,OR97203 		  PC THE HATCHERY NEW PLAY INCUBATOR 10,000

MASLOW PROJECT

PO BOX 999
MEDFORD,OR97501 		  PC SUPPORTING UNHOUSED YOUTH AND FAMILIES IN SOUTHERN OREGON 25,000

MIRACLE THEATRE GROUP

425 SE 6TH AVENUE
PORTLAND,OR97214 		  PC THEATRE ARTS RESIDENCIES IN SCHOOLS 10,000

MOVEMENT ADVANCEMENT PROJECT

1905 15TH STREET SUITE 1097
BOULDER,CO80306 		  PC GENERAL OPERATING 40,000

NAMATI INC

1616 P STREET NW SUITE 101
WASHINGTON,DC20036 		  PC GENERAL OPERATING 20,000

NATIONAL CENTER FOR TRANSGENDER EQUALITY

228 PARK AVENUE SOUTH SUITE 38268
NEW YORK,NY10003 		  PC HEALTH POLICY SUPPORT 40,000

NATIONAL COUNCIL OF URBAN INDIAN HEALTH

1 MASSACHUSETTS AVENUE NW SUITE
800D
WASHINGTON,DC20001 		  PC IMPROVING HEALTH OUTCOMES ACROSS INDIAN COUNTRY 40,000

NATIONAL PARTNERSHIP FOR NEW AMERICANS

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

NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE

PO BOX 675
FLAGSTAFF,AZ86002 		  PC NAFSA SEED TO TABLE, GENERAL OPERATING SUPPORT 40,000

NATIVE ARTS AND CULTURES FOUNDATION

1020 SE 7TH AVENUE UNIT 14460
PORTLAND,OR972142387 		  PC GENERAL OPERATING SUPPORT FOR NATIVE ARTS AND CULTURES FOUNDATION 15,000

NATUN GUATEMALA

1968 S COAST HWY SUITE 1904
LAGUNA BEACH,CA92651 		  PC PROMOTORAS: IMPROVING RURAL HEALTH OUTCOMES 25,000

NEED FUND DOING BUSINESS AS NORTHWEST WORKERS' JUSTICE PROJECT

310 SW 4TH AVENUE SUITE 320
PORTLAND,OR97204 		  PC THE HEALTHY WORKPLACES PROJECT 20,000

NEPAL YOUTH FOUNDATION

1016 LINCOLN BLVD SUITE 222
SAN FRANCISCO,CA94129 		  PC GENERAL OPERATING SUPPORTING EDUCATION, HEALTH, SHELTER, AND FREEDOM FOR CHILDREN AND YOUTH IN NEPAL 25,000

NORTHWEST PILOT PROJECT

1430 SW BROADWAY SUITE 200
PORTLAND,OR97201 		  PC HOUSING STABILITY FOR LOW-INCOME OLDER ADULTS 20,000

OCEAN CONSERVANCY

1300 19TH STREET NW 8TH FLOOR
WASHINGTON DC,DC20036 		  PC GLOBAL SHIPPING AND PORTS PROJECT 20,000

OIL CHANGE INTERNATIONAL

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

OPPORTUNITIES FOR HOUSING RESOURCES AND ASSISTANCE

PO BOX 1133 2350 ASHLAND STREET
ASHLAND,OR97520 		  PC OHRA CENTER OPERATING SUPPORT 20,000

OREGON (ATTORNEY GENERAL'S) SEXUAL ASSAULT TASK FORCE

454 CHURCH STREET NE SUITE 135
SALEM,OR97301 		  PC OREGON SEXUAL ASSAULT TASK FORCE - GENERAL OPERATING FUNDS 30,000

OREGON ALLIANCE TO PREVENT GUN VIOLENCE ACTION 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 ASSOCIATION OF RELIEF NURSERIES

1650 SW 45TH PLACE
CORVALLIS,OR97333 		  PC GENERAL OPERATING 20,000

OREGON BALLET THEATRE

720 S BANCROFT STREET
PORTLAND,OR97239 		  PC OREGON BALLET THEATRES LEARN ABOUT BALLET (OBT L.A.B.) / BALLET BRIDGES PROGRAM 10,000

OR CHILD & FAMILY SVS COUNCIL DBA OR CHILD & FAMILY CENTER FOR EXCELLENCE

10570 SE WASHINGTON STREET SUITE
203
PORTLAND,OR97216 		  PC GENERAL OPERATING 10,000

OREGON COAST YOUTH SYMPHONY FESTIVAL

PO BOX 2405
NEWPORT,OR97365 		  PC GENERAL OPERATING 5,000

OREGON CONTEMPORARY

8371 N INTERSTATE AVENUE
PORTLAND,OR97217 		  PC BIENNIAL SUPPORT AND ASSOCIATED OPERATING COSTS 10,000

OREGON ENVIRONMENTAL COUNCIL

PO BOX 14822
PORTLAND,OR97293 		  PC GENERAL OPERATING 25,000

OREGON HISTORICAL SOCIETY

1200 SW PARK AVENUE
PORTLAND,OR97205 		  PC YASUI BROTHERS: AN AMERICAN STORY EXHIBITION AND EDUCATIONAL OPPORTUNITIES 10,000

OREGON PUBLIC BROADCASTING

7140 SW MACADAM AVENUE
PORTLAND,OR97219 		  PC OREGON PUBLIC BROADCASTING SCIENCE AND ENVIRONMENTAL REPORTING 25,000

OREGON SCHOOL-BASED HEALTH ALLIANCE

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

OREGON SEX WORKERS COMMITTEE

2034 FREMONT STREET
KLAMATH FALLS,OR97601 		  PC HARM REDUCTION FOR INDIVIDUALS AND FAMILIES 20,000

OREGON SHAKESPEARE FESTIVAL

15 S PIONEER STREET
ASHLAND,OR97520 		  PC OREGON SHAKESPEARE FESTIVALS ARTS AND EDUCATION PROGRAMS - TO BE USED FOR TITLE I SCHOOLS 10,000

OUTFRONT MINNESOTA COMMUNITY SERVICES

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

PAI

1300 19TH STREET NW SUITE 200
WASHINGTON,DC20036 		  PC GENERAL OPERATING 40,000

PARTNERS FOR A HUNGER FREE OREGON

PO BOX 14250
PORTLAND,OR97293 		  PC GENERAL OPERATING 25,000

PARTNERSHIP FOR SAFETY & JUSTICE

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

PASSINART A THEATRE COMPANY

825 NE 20TH AVENUE SUITE D
PORTLAND,OR97228 		  PC GENERAL OPERATING 10,000

PLAYA

47531 HIGHWAY 31
SUMMER LAKE,OR97640 		  PC TRADITIONAL SCIENCE IN RURAL OREGON CLASSROOMS COLLABORATIONS 15,000

PORTLAND CHINATOWN MUSEUM

127 NW 3RD AVENUE PO BOX 2925
PORTLAND,OR97208 		  PC GENERAL OPERATING 25,000

PORTLAND OPERA

211 SE CARUTHERS STREET
PORTLAND,OR97214 		  PC SHIZUE: AN AMERICAN STORY 10,000

PORTLAND PLAYHOUSE

602 NE PRESCOTT STREET
PORTLAND,OR97211 		  PC PORTLAND PLAYHOUSES SOCIAL PRESCRIPTION: REDUCING LONELINESS AND SOCIAL ISOLATION THROUGH THEATRE 10,000

PORTLAND STREET ART ALLIANCE

PO BOX 8245
PORTLAND,OR97207 		  PC GENERAL OPERATING 10,000

PRIDE FOUNDATION

2014 E MADISON STREET SUITE 300
SEATTLE,WA98122 		  PC PRIDE IN NUMBERS PROJECT 30,000

PROFILE THEATRE PROJECT

PO BOX 14845
PORTLAND,OR97293 		  PC GENERAL OPERATING 10,000

PROJECT YOUTH

PO BOX 1407
GRANTS PASS,OR97528 		  PC GENERAL OPERATING 10,000

PROTECT DEMOCRACY PROJECT

2020 PENNSYLVANIA AVENUE NW SUITE
163
WASHINGTON,DC20006 		  PC GENERAL OPERATING 25,000

PUEBLO UNIDO PDX

3439 SE HAWTHORNE BLVD SUITE 327
PORTLAND,OR97214 		  PC GENERAL OPERATING 25,000

PURPOSE FOCUSED ALTERNATIVE LEARNING CORP

PO BOX 286 628-B INDIAN ROUTE 9402
LUPTON,AZ86508 		  PC DINE WORKFORCE TRAINING PROGRAM 15,000

RAHAB'S SISTERS

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

RAICES DE BIENESTAR

2920 SE BROOKWOOD AVENUE SUITE A
HILLSBORO,OR97123 		  PC GENERAL OPERATING 25,000

RAINBOW SERVICES

453 WEST 7TH STREET
SAN PEDRO,CA90731 		  PC COMPREHENSIVE SHELTER AND SUPPORT SERVICES FOR SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN 20,000

RAINFOREST ACTION NETWORK

425 BUSH STREET SUITE 300
SAN FRANCISCO,CA94108 		  PC GENERAL OPERATING 40,000

RAPHAEL HOUSE OF PORTLAND

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

RAVEN

509 - 620 VIEW STREET
VICTORIA,BRITISH COLUMBIAV8W 1J6
CA 		  PC BREATHING LANDS CAMPAIGN 30,000

REACH OUT AND READ

PO BOX 14461
PORTLAND,OR97293 		  PC REACH OUT AND READ FOR OREGON CHILDREN AND FAMILIES 10,000

READING RESULTS

3115 NE SANDY BLVD SUITE 229
PORTLAND,OR97232 		  PC INCREASING ACCESS TO LITERACY SUPPORT 10,000

ROGUE ACTION CENTER

PO BOX 674
TALENT,OR97540 		  PC ROGUE ACTION CENTERS DISASTER RELIEF TEAM 20,000

ROGUE CLIMATE

PO BOX 1980
PHOENIX,OR97535 		  PC GENERAL OPERATING 25,000

ROGUE VALLEY FARM TO SCHOOL

PO BOX 898
ASHLAND,OR97520 		  PC GENERAL OPERATING 20,000

ROGUE VALLEY MENTORING

2931 S PACIFIC HIGHWAY
MEDFORD,OR97501 		  PC PROVIDING LOW-BARRIER MENTAL HEALTH SUPPORT TO JACKSON COUNTY, OREGON YOUTH 15,000

RURAL ORGANIZING PROJECT

PO BOX 664
COTTAGE GROVE,OR97424 		  PC RESPONSIVE SAFETY GRANT 10,000

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

SAINT ROCK HAITI FOUNDATION

372 GRANITE AVENUE SUITE 1
MILTON,MA02186 		  PC IMPROVING HEALTH OUTCOMES IN WESTERN HAITI 25,000

SALEM ART ASSOCIATION

600 MISSION STREET SE
SALEM,OR97302 		  PC GENERAL OPERATING 10,000

SALEM KEIZER COALITION FOR EQUALITY

3850 PORTLAND ROAD NE SUITE 100
SALEM,OR97301 		  PC GENERAL OPERATING 15,000

SAMOA PACIFIC DEVELOPMENT CORPORATION

7820 NE HOLMAN STREET SUITE B1
PORTLAND,OR97218 		  PC PROJECT SUPPORT FOR OREGON PACIFIC ISLANDER COALITION 20,000

SENIOR ADVOCATES FOR GENERATIONAL EQUITY

1819 SW 5TH AVENUE SUITE 287
PORTLAND,OR97201 		  PC PARKROSE INTERGENERATIONAL MENTORS PROGRAM EXPANSION 7,500

SHAKING THE TREE

823 SE GRANT STREET
PORTLAND,OR97214 		  PC DANCING ON THE SABBATH 10,000

SIGHTLINE INSTITUTE

1402 THIRD AVENUE SUITE 500
SEATTLE,WA98101 		  PC GENERAL OPERATING 30,000

SITKA CENTER FOR ART AND ECOLOGY

56605 SITKA DRIVE
OTIS,OR97368 		  PC YOUTH ARTS EDUCATION IN RURAL COASTAL COMMUNITIES 10,000

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 HEALTHCARE INTERPRETERS SUPPORT 20,000

SPARK NORTHWEST

1402 3RD AVENUE SUITE 901
SEATTLE,WA98101 		  PC GENERAL OPERATING 10,000

SQUIRES - EMPOWERING YOUNG DADS

12008 SE 22ND AVENUE
MILWAUKIE,OR97222 		  PC GENERAL OPERATING 10,000

STAND WITH TRANS

23332 FARMINGTON ROAD SUITE 84
FARMINGTON,MI48336 		  PC IMPROVING HEALTH AND WELLNESS FOR YOUTH 30,000

STAND EARTH

548 MARKET STREET SUITE 74196
SAN FRANCISCO,CA94104 		  PC SAFE CITIES 40,000

STORE TO DOOR

7730 SW 31ST AVENUE
PORTLAND,OR97219 		  PC ADVOCATING FOR COORDINATED WRAPAROUND SERVICES FOR LOW-INCOME, HOMEBOUND SENIORS 10,000

STREET BOOKS

PO BOX 13642
PORTLAND,OR97213 		  PC BOOKS/SUPPLIES FOR HEALTH, WELL-BEING AND COMMUNITY WITH UNHOUSED PORTLAND NEIGHBORS 10,000

SUR LEGAL COLLABORATIVE

PO BOX 1606
DECATUR,GA30031 		  PC GENERAL OPERATING 30,000

TAKOHACHI

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

TANANAWIT

PO BOX 429
WARM SPRINGS,OR97761 		  PC WEBSITE DEVELOPMENT AND EXPANSION, AND GENERAL OPERATING 15,000

THE FOUNDATION FOR AFRICAN MEDICINE AND EDUCATION

4553 CRIMSONWOOD DRIVE
REDDING,CA96001 		  PC GENERAL OPERATING SUPPORT FOR THE NEXT PHASE OF FAMES STRATEGIC PLAN 30,000

THE HARBOR INC

801 COMMERCIAL STREET
ASTORIA,OR97103 		  PC GENERAL OPERATING 20,000

THE INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION

1500 K STREET NW SUITE 650
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 40,000

THE JOHNS HOPKINS CENTER FOR GUN VIOLENCE SOLUTIONS

THE JOHNS HOPKINS UNIVERSITY
CENTRAL LOCKBOX C/O BANK OF AMERICA
CHICAGO,IL60693 		  PC GENERAL OPERATING 25,000

THE JOSEPHY CENTER FOR ARTS AND CULTURE

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

THE NEXT DOOR INC

965 TUCKER ROAD
HOOD RIVER,OR97031 		  PC OUR HEALTHY COMMUNITY 20,000

THE PATRICIA RESER CENTER FOR THE ARTS (THE RESER)

12625 SW CRESCENT STREET
BEAVERTON,OR97005 		  PC INCREASING COMMUNITY ACCESS TO ARTS EDUCATION 10,000

THE PSU FOUNDATION

1600 SW 4TH AVENUE SUITE 730
PORTLAND,OR97201 		  PC CHOIR PROFESSORSHIP 15,000

THE SHADOW PROJECT

2154 NE BROADWAY SUITE 130
PORTLAND,OR97232 		  PC GENERAL OPERATING 10,000

THE SUSTAINABLE MARKETS FOUNDATION

40 WEST 37TH STREET SUITE 1000
NEW YORK,NY100187311 		  PC FOR FISCALLY SPONSORED PROJECT STOP THE MONEY FUND 20,000

THE TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA900889389 		  PC FOR FISCALLY SPONSORED PROJECT OREGON FUTURES LAB EDUCATION FUND 25,000

THE TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA900889389 		  PC FOR FISCALLY SPONSORED PROJECT THE MOVEMENENT VOTER FUND 50,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		  PC GENERAL OPERATING 6,000

THE TRUSTEES OF COLUMBIA UNIVERSITYMAILMAN SCHOOL OF PUBLIC HEALTH

722 WEST 168TH STREET
NEW YORK,NY10032 		  PC PROGRAM SUPPORT FOR THE GLOBAL CONSORTIUM ON CLIMATE AND HEALTH EDUCATION 30,000

TORUS

5859 SE 92ND AVENUE UNIT 301
PORTLAND,OR97266 		  PC ENGLISH LANGUAGE LEARNING FOR NEW OREGONIANS 10,000

UNITED WAY OF THE COLUMBIA-WILLAMETTE

619 SW 11TH AVENUE
PORTLAND,OR97205 		  PC DISASTER RESILIENCE LEARNING NETWORK 40,000

UPLIFT LOCAL

PO BOX 1166
FOREST GROVE,OR97116 		  PC COLUMBIA RIVER GORGE, DOCUMENTERS PROGRAM 20,000

URGENT ACTION FUND FOR FEMINIST ACTIVISM

2601 BLANDING AVENUE SUITE C 155
ALAMEDA,CA94501 		  PC GENERAL OPERATING 40,000

VANPORT MOSAIC

5131 NE 23RD AVENUE
PORTLAND,OR97211 		  PC GENERAL OPERATING 10,000

WALLOWA RESOURCES

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

WAR ON WANT

44-48 SHEPHERDESS WALK
LONDON   N1 7JP
UK 		  PC EQUIVALENCY DETER IMPROVING GLOBAL FOOD SYSTEMS 20,000

WARM SPRINGS COMMUNITY ACTION TEAM

BOX 1419 1136 PAIUTE AVENUE
WARM SPRINGS,OR97761 		  PC SHUWIYASHA GREENHOUSE PROJECT - WARM SPRINGS RESERVATION 25,000

WEST VIRGINIA HEALTH RIGHT

1520 WASHINGTON STREET E
CHARLESTON,WV25311 		  PC HEALTHCARE FOR LOW-INCOME INDIVIDUALS AND FAMILIES 20,000

WESTERN REGIONAL ADVOCACY PROJECT (WRAP)

2940 16TH STREET SUITE 200-2
SAN FRANCISCO,CA94103 		  PC FOR FISCALLY SPONSORED PROJECT OREGON EXPUNGEMENT RELIEF PROJECT 10,000

WESTERN REGIONAL ADVOCACY PROJECT (WRAP)

2940 16TH STREET SUITE 200-2
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATING 25,000

WOMEN'S REFUGEE COMMISSION INC

15 WEST 37TH STREET 9TH FLOOR
NEW YORK,NY10018 		  PC GENERAL OPERATING 40,000

WRITE AROUND PORTLAND

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

YAMHILL ENRICHMENT SOCIETY

638 NE FIFTH STREET
MCMINNVILLE,OR97128 		  PC GENERAL OPERATING GRANT TO EMPOWER CHILDREN WITH BOOKS AND MUSIC 8,500
Total .................................right arrow 3a 4,148,795
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 886,408  
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 1,000,597  
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 25,068  
bOTHER INT/DIV FROM PASS-THROUGH INVEST - GROSVENOR     14 3,220  
cOTHER INCOME     01 74  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,915,367 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,915,367
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GARY MCGEE & CO. - TAX AND ACCOUNTING SERVICES 5,038 252   4,786
SUSAN MATLACK JONES - BOOKKEEPING SERVICES 3,016 151   2,865

TY 2024 InvestmentsCorpBondsSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM 118,351 118,351
CALVERT IMPACT CAPI 970,737 970,737
CATERPILLAR FINL 159,324 159,324
COMCAST CORP. 233,941 233,941
CVS HEALTH CORP 154,893 154,893
DEERE & CO. 252,383 252,383
ECOLAB INC. 132,800 132,800
GOLDMAN SACHS 137,270 137,270
INTEL CORP 153,302 153,302
JP MORGAN CHASE 160,326 160,326
KEYCORP 154,145 154,145
KROGER CO. 157,800 157,800
KEURIG DR PEPPER 374,422 374,422
MORGAN STANLEY 122,588 122,588
NIKE, INC. 154,385 154,385
PAYPAL HOLDINGS 140,215 140,215
STATE STREET CORP 143,446 143,446
TARGET CORP 151,040 151,040
THERMO FISHER SCIEN 151,373 151,373
TORONTO DOMINI 355,235 355,235
TWDC ENTERPRISES 155,533 155,533
UNITED HEALTH GROUP 355,993 355,993
WELLS FARGO & CO. 156,596 156,596

TY 2024 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 161,472 161,472
ADOBE INC 134,293 134,293
AIR PROD & CHEMICALS 146,470 146,470
ALPHABET INC. 160,148 160,148
AMAZON.COM INC. 181,655 181,655
APPLE INC. 230,386 230,386
ASTRAZENECA PLC 114,005 114,005
BAXTER INTL INC 89,871 89,871
BLACKROCK INC. 129,164 129,164
BROOKFIELD RENEW COR. 150,719 150,719
DANONE 23,111 23,111
DIAGEO PLC 126,494 126,494
DISNEY WALT CO 150,323 150,323
EATON CORP PLC 75,335 75,335
ECOLAB INC 181,598 181,598
EMERSON ELECTRIC CO 112,776 112,776
GOLDMAN SACHS GROUP 91,619 91,619
HOLOGIC INC 117,507 117,507
HOME DEPOT INC 77,409 77,409
JOHNSON & JOHNSON 119,890 119,890
JP MORGAN CHASE & CO 168,756 168,756
KONINKLIJKE PHILIPS 142,830 142,830
MICROSOFT CORP 233,511 233,511
NIKE INC 161,177 161,177
PAYPAL HOLDINGS INCORPORATED 132,719 132,719
PROCTER & GAMBLE 170,332 170,332
QUALCOMM INC. 159,458 159,458
SALESFORCE INC. 177,529 177,529
SANOFI 100,945 100,945
SAP SE 156,097 156,097
VISA INC 113,775 113,775
WASTE MGMT INC DEL 157,396 157,396

TY 2024 InvestmentsGovtObligationsSch
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
US Government Securities - End of Year Book Value:

4,878,289
US Government Securities - End of Year Fair Market Value:

4,878,289
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 4,738,313 4,738,313
CALVERT INTERNATIONAL RE FMV 3,727,837 3,727,837
CALVERT US LARGE CAP COR FMV 4,285,613 4,285,613
CRAFT 3 FMV 500,000 500,000
GROSVENOR ADVANCE FEEDER FUND, LP FMV 2,055,257 2,055,257
ISHARES ESG AWARE MSCI FMV 1,476,375 1,476,375
ISHARES ESG SCRND S&P FMV 5,244,300 5,244,300
POLAR CAPITAL EMGERGING FMV 945,489 945,489
REALTY INCOME CORP FMV 98,274 98,274
VANGUARD REAL ESTATE FMV 721,548 721,548

TY 2024 LegalFeesSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CATALYST LAW - LEGAL SERVICES 95 5   90


TY 2024 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
OTHER INVESTMENT EXPENSES - GROSVENOR 28,938 28,938   0
INFORMATION TECHNOLOGY 9,807 489   9,298
TRAINING 4,893 0   4,833
OTHER EXPENSES 2,836 141   2,695
OREGON CHARITY REGISTRATION FEE 2,150 0   2,150
MEMBERSHIPS AND SUBSCRIPTIONS 1,236 0   3,236
INSURANCE 962 37   713


TY 2024 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 25,068 25,068 25,068
OTHER INT/DIV FROM PASS-THROUGH INVEST - GROSVENOR 3,220 3,220 3,220
OTHER INCOME 74   74


TY 2024 OtherIncreasesSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Description Amount
UNREALIZED GAIN ON INVESTMENTS 2,164,250


TY 2024 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 198,703 198,703   0


TY 2024 TaxesSchedule
Name:
RONALD W NAITO MD FOUNDATION
EIN:
83-6622391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 277 277   0
FOREIGN TAXES 5,208 5,208   0