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THE RENAISSANCE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE RENAISSANCE FOUNDATION (EIN 93-1306116)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202403129349100730
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-07T10:55:45-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930743240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOFFMAN STEWART & SCHMIDT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13 CENTERPOINTE DRIVE SUITE 300AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP970358663ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931306116EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RENAISSANCE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRENABusinessNameControlTxt
Phone5038074363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 80516AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97280ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRVING J LEVINPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone5037265970PhoneNum
Signature2024-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEAH D DIGREGORIOPreparerPersonNm
PTINP00362194PTIN
Phone5032205900PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,360,913FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,570,252ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$302,397DividendsRevAndExpnssAmt
Dividends Net Invst Incm$302,397DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,513,673NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,864,972GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,300,137CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$8,192IncmModificationsAdjNetIncmAmt
Total Rev And Expnss$3,386,322TotalRevAndExpnssAmt
Total Net Invst Incm$2,602,534TotalNetInvstIncmAmt
Total Adj Net Incm$8,192TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$206,580OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$206,580OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,325AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,325AccountingFeesChrtblPrpsAmt
Occupancy Rev And Expnss$37,425OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$37,425OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,089TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$6,089TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,054PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,054PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$152,022OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$111,818OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$40,204OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$411,820TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$116,143TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$295,677TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,098,104ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,098,104ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,509,924TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$116,143TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,393,781TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,123,602ExcessRevenueOverExpensesAmt
Net Investment Income$2,486,391NetInvestmentIncomeAmt
Adjusted Net Income$8,192AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,449,515CashBOYAmt
Cash EOY$199,928CashEOYAmt
Cash EOYFMV$199,928CashEOYFMVAmt
Corporate Stock BOY$10,314,478CorporateStockBOYAmt
Corporate Stock EOY$8,641,716CorporateStockEOYAmt
Corporate Stock EOYFMV$17,469,852CorporateStockEOYFMVAmt
Corporate Bonds BOY$719,503CorporateBondsBOYAmt
Corporate Bonds EOY$1,501,909CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,505,851CorporateBondsEOYFMVAmt
Other Investments BOY$2,231,969OtherInvestmentsBOYAmt
Other Investments EOY$2,141,127OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,185,282OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,715,465TotalAssetsBOYAmt
Total Assets EOY$12,484,680TotalAssetsEOYAmt
Total Assets EOYFMV$21,360,913TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$14,715,465NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$12,484,680NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$14,715,465TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,484,680TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,715,465TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,484,680TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,715,465TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,123,602ExcessRevenueOverExpensesAmt
Other Increases$8,192OtherIncreasesAmt
Subtotal$12,600,055SubtotalAmt
Other Decreases$115,375OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,484,680TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WILLIAM BLAIR SHORT TERM$400,000$400,000$0$0
WILLIAM BLAIR LONG TERM$5,464,972$3,159,203$2,305,769$2,305,769
LOSS PASSED THROUGH- UNITUS SEED FUND K-1$2,480-$2,480-$2,480P
LOSS PASSED THROUGH- UNITUS SEED FUND II K-1$1,587-$1,587-$1,587P
LOSS PASSED THROUGH - OAKTREE PRIVATE INVESTMENT FUND K-1$1,565-$1,565-$1,565P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,300,137CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$34,561InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$34,561SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$34,561TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,257EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,257TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$585EsPenaltyAmt
Tax Due$14,889TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TRFWEBSITE.ORGWebsiteAddressTxt
Individual With BooksDIANA HOFFIndividualWithBooksNm
Phone5038074363PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 80516AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97280ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRVING J LEVIN
P O BOX 80516PORTLANDOR97280CHAIR & DIRECTOR1.00$0$0$0
DIANA HOFF
P O BOX 80516PORTLANDOR97280PRESIDENT, SECRETARY & DIRECTOR25.00$0$0$0
STEPHANIE J FOWLER
P O BOX 80516PORTLANDOR97280DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,852,831AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$966,669AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$191,830FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,011,330TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,011,330AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$315,170CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,696,160NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,034,808MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,034,808MinimumInvestmentReturnAmt
Tax Based On Investment Income$34,561TaxBasedOnInvestmentIncomeAmt
Total Tax$34,561TotalTaxAmt
Distributable Before Adj$1,000,247DistributableBeforeAdjAmt
Recoveries Qualfied Distri$8,192RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,008,439DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,008,439DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,393,781ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,393,781QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,008,439DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$614,629ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,329,443ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,268,981ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,858,895ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,643,159ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,715,107TotalExcessDistributionCyovAmt
Qualifying Distributions$5,393,781QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,008,439AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,385,342RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$14,100,449TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$614,629ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,485,820ExcessDistriCyovToNextYrAmt
Excess From Year4$1,329,443ExcessFromYear4Amt
Excess From Year3$1,268,981ExcessFromYear3Amt
Excess From Year2$2,858,895ExcessFromYear2Amt
Excess From Year1$3,643,159ExcessFromYear1Amt
Excess From Current Year$4,385,342ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRVING J LEVINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE RENAISSANCE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 80516AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97280ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5037265970RecipientPhoneNum
Form And Info And Materials*DESCRIPTION OF THE PROJECT/PROGRAM FOR WHICH SUPPORT IS BEING REQUESTED INCLUDING THE NUMBER AND THE NATURE OF THE INTENDED BENEFICIARIES. *ANTICIPATED OUTCOMES OF THE PROJECT/PROGRAM. *DETAILS REGARDING HOW THE RECIPIENT ORGANIZATION IMPACTS ITS COMMUNITY/CONSTITUENCY. *A BRIEF PROJECT/PROGRAM BUDGET INCLUDING THE AMOUNT BEING REQUESTED. *A ROSTER OF THE BOARD OF DIRECTORS *A NARRATIVE (NO MORE THAN 3 PAGES) DESCRIBING THE ORGANIZATION'S HISTORY AND ACHIEVEMENTS. *AN OPERATING AND PROJECT BUDGET IDENTIFYING THE PROGRAM OR PROJECTSFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsREQUESTS FOR CAPITAL EXPENSES OR CONTRIBUTIONS TO CAPITAL CAMPAIGNS ARE GENERALLY NOT CONSIDERED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (242 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AGNES SCOTT COLLEGE
141 E COLLEGE AVEDECATURGA30030N/APCSCHOLARSHIPS$5,000
AMERICAN BIRD CONSERVANCY
4249 LOUDOUN AVETHE PLAINSVA20198N/APCGENERAL OPERATING PURPOSES$5,000
AMERICAN JEWISH WORLD SERVICE
45 W 36TH ST 11TH FLNEW YORKNY10018N/APCGENERAL OPERATING PURPOSES$10,000
AMERICAN RED CROSS
3131 N VANCOUVER AVEPORTLANDOR92227N/APCGENERAL OPERATING PURPOSES$10,000
AMHERST COLLEGE
PO BOX 5000AMHERSTMA010025000N/APCSCHOLARSHIPS$5,000
AMNESTY INTERNATIONAL
1011 SW 12TH AVEPORTLANDOR97201N/APCGENERAL OPERATING PURPOSES$5,000
ARIZONA STATE UNIVERSITY
PO BOX 870412TEMPEAZ852870412N/APCSCHOLARSHIPS$5,000
AUDUBON SOCIETY
5151 NW CORNELL RDPORTLANDOR97210N/APCGENERAL OPERATING PURPOSES$5,000
AUGSBURG UNIVERSITY
2211 RIVERSIDE AVENUEMINNEAPOLISMN55454N/APCSCHOLARSHIPS$2,000
AUGUSTANA COLLEGE
639 38TH STREETROCK ISLANDIL61201N/APCSCHOLARSHIPS$5,000
BENTLEY UNIVERSITY
175 FOREST STREETWALTHAMMA02452N/APCSCHOLARSHIPS$5,000
BLANCHETT HOUSE
310 NW GLISAN STPORTLANDOR97209N/APCGENERAL OPERATING PURPOSES$5,000
BOSTON COLLEGE
ROOM 103 140 COMMONWEALTH AVECHESTNUT HILLMA02467N/APCSCHOLARSHIPS$10,000
BOSTON UNIVERSITY
25 BUICK STREET SUITE 130BOSTONMA02215N/APCSCHOLARSHIPS$25,000
BOWDOIN COLLEGE
5420 COLLEGE STATIONBRUNSWICKME040118445N/APCSCHOLARSHIPS$5,000
BOWIE STATE UNIVERSITY
HENRY ADMIN BUILDING SUITE 1300BOWIEMD20715N/APCSCHOLARSHIPS$5,00014000 JERICHO PARK ROAD
BRADLEY UNIVERSITY
1501 W BRADLEY AVEPEORIAIL61625N/APCSCHOLARSHIPS$15,000
BRADLEY-ANGLE HOUSE
5432 N ALBINA AVEPORTLANDOR97217N/APCGENERAL OPERATING PURPOSES$5,000
CAL POLY HUMBOLDT
1 HARPST STARCATACA95521N/APCSCHOLARSHIPS$5,000
CALIFORNIA COLLEGE OF THE ARTS
1111 EIGHTH STSAN FRANCISCOCA94107N/APCSCHOLARSHIPS$5,000
CALIFORNIA STATE UNIVERSITY LONG BEACH
155 BROTMAN HALL 1250 BELLFLOWERLONG BEACHCA908400103N/APCSCHOLARSHIPS$5,000BOULEVARD
CALIFORNIA STATE UNIVERSITY LOS ANGELES
151 STATE UNIVERSITY DRIVE ADM 131LOS ANGELESCA900328524N/APCSCHOLARSHIPS$5,000
CARLETON COLLEGE
ONE NORTH COLLEGE STREETNORTHFIELDMN55057N/APCSCHOLARSHIPS$5,000
CARNEGIE MELLON UNIVERSITY
A-19 5000 FORBES AVENUEPITTSBURGHPA15213N/APCSCHOLARSHIPS$10,000
CASA FOR CHILDREN
1401 NE 68TH AVEPORTLANDOR97213N/APCGENERAL OPERATING PURPOSES$5,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH441067049N/APCSCHOLARSHIPS$25,000
CHICAGO CANINE RESCUE
5272 N ELSTON AVECHICAGOIL60630N/APCGENERAL OPERATING PURPOSES$4,000
CHICAGO SCHOLARS
247 S STATE ST STE 700CHICAGOIL60604N/APCSCHOLARSHIPS$6,925
CHRISTOPHER NEWPORT UNIVERSITY
1 AVENUE OF THE ARTSNEWPORT NEWSVA23606N/APCSCHOLARSHIPS$5,000
CLAREMONT MCKENNA COLLEGE
888 COLUMBIA AVECLAREMONTCA91711N/APCSCHOLARSHIPS$10,000
CLARK ATLANTA UNIVERSITY
223 JAMES P BRAWLEY SWATLANTAGA30314N/APCSCHOLARSHIPS$5,000
COLGATE UNIVERSITY
13 OAK DRHAMILTONNY13346N/APCSCHOLARSHIPS$10,000
COLLEGE POSSIBLE- CHICAGO
833 N ORLEANS ST STE 400CHICAGOIL60610N/APCGENERAL OPERATING PURPOSES$5,000
COLLEGE POSSIBLE OREGON
532 SE GRAND AVEPORTLANDOR97214N/APCGENERAL OPERATING PURPOSES$5,000
COLUMBIA BASIN COLLEGE
ATTN FINANCIAL AIDPASCOWA99301N/APCSCHOLARSHIPS$5,000
COLUMBIA COLLEGE
600 S MICHIGAN AVECHICAGOIL60605N/APCSCHOLARSHIPS$20,000
COLUMBIA UNIVERSITY
100 HAMILTON HALL MC 2802 1130NEW YORKNY10027N/APCSCHOLARSHIPS$10,000AMSTERDAM AVENUE
CONCORDIA UNIVERSITY ST PAUL
PO BOX 64065ST PAULMN55164N/APCSCHOLARSHIPS$5,000
CORBAN UNIVERSITY
5000 DEER PARK DR SESALEMOR97317N/APCSCHOLARSHIPS$10,000
CORNELL UNIVERSITY
PO BOX 752ITHACANY14851N/APCSCHOLARSHIPS$27,670
CREIGHTON UNIVERSITY
2500 CALIFORNIA PLAZAOMAHANE68178N/APCSCHOLARSHIPS$5,000
DARTMOUTH COLLEGE
6024 MCNUTT HALLHANOVERNH03755N/APCSCHOLARSHIPS$5,000
DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
7528 N FENWICK AVEPORTLANDOR97217N/APCGENERAL OPERATING PURPOSES$10,000
DENISON UNIVERSITY
100 WEST COLLEGE STREETGRANVILLEOH43023N/APCSCHOLARSHIPS$5,000
DEPAUL UNIVERSITY
1 E JACKSON BLVD ROOM 9100CHICAGOIL60604N/APCSCHOLARSHIPS$74,492
DEPAUW UNIVERSITY
204 E SEMINARY STGREENCASTLEIL46135N/APCSCHOLARSHIPS$20,000
DOCTORS WITHOUT BORDERS
P O BOX 5023HAGERSTOWNMD21741N/APCGENERAL OPERATING PURPOSES$20,000
DOMINICAN UNIVERSITY
7900 DIVISION STRIVER FORESTIL60305N/APCSCHOLARSHIPS$31,000
DRAKE UNIVERSITY
2507 UNIVERSITY AVENUEDES MOINESIA50311N/APCSCHOLARSHIPS$5,000
EARLHAM COLLEGE
801 NATIONAL RD WESTRICHMONDIN47374N/APCSCHOLARSHIPS$5,000
EARTHJUSTICE
50 CALIFORNIA ST STE 500SAN FRANCISCOCA94111N/APCGENERAL OPERATING PURPOSES$10,000
EASTERN CONNECTICUT STATE UNIVERSITY
83 WINDHAM STREETWILLIMANTICCT06226N/APCSCHOLARSHIPS$5,000
ELAW
1412 PEARL STEUGENEOR97401N/APCGENERAL OPERATING PURPOSES$5,000
ELIZABETH CITY STATE UNIVERSITY
1704 WEEKSVILLE RD CAMPUS BOX 914ELIZABETH CITYNC27909N/APCSCHOLARSHIPS$66,000
EMORY UNIVERSITY
200 DOWMAN DRIVEATLANTAGA303221960N/APCSCHOLARSHIPS$10,000
FIVE ACRES
760 MOUNTAIN VIEW STALTADENACA91001N/APCGENERAL OPERATING PURPOSES$3,000
FLORIDA ATLANTIC UNIVERSITY
PO BOX 505576ST LOUISMO631505576N/APCSCHOLARSHIPS$5,000
FLORIDA INTERNATIONAL UNIVERSITY
11200 SW 8TH ST PC 158MIAMIFL33199N/APCSCHOLARSHIPS$5,000
FRIENDS OF NOISE
4560 NE 75TH AVEPORTLANDOR97218N/APCGENERAL OPERATING PURPOSES$4,000
FRIENDS OF THE COLUMBIA GORGE
333 SW 5TH AVE STE 300PORTLANDOR97204N/APCGENERAL OPERATING PURPOSES$2,000
FRIENDS OF TREES
3117 NE ML KING JR BLVDPORTLANDOR97212N/APCGENERAL OPERATING PURPOSES$2,000
FRIENDS OF TYRON CREEK
11321 S TERWILLIGER BLVDPORTLANDOR97219N/APCGENERAL OPERATING PURPOSES$1,000
GEORGE FOX UNIVERSITY
414 N MERIDIAN 6129NEWBERGOR97132N/APCSCHOLARSHIPS$65,000
GEORGETOWN UNIVERSITY
3700 O ST NW BOX 571252 REISSWASHINGTONDC20057N/APCSCHOLARSHIPS$184SCIENCE BUILDING SUITE 200
GONZAGA UNIVERSITY
502 E BOONE AVESPOKANEWA99258N/APCSCHOLARSHIPS$5,000
GOOD SAMARITAN FOUNDATION
1015 NW 22ND AVEPORTLANDOR97210N/APCGENERAL OPERATING PURPOSES$5,000
GOSHEN COLLEGE
1700 SOUTH MAIN STREETGOSHENIN46526N/APCSCHOLARSHIPS$5,000
GRAND CANYON UNIVERSITY
PO BOX 11097PHOENIXAZ85061N/APCSCHOLARSHIPS$5,000
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202N/APCGENERAL OPERATING PURPOSES$5,000
HIAS
1300 SPRING ST SUITE 500SILVER SPRINGMD20910N/APCGENERAL OPERATING PURPOSES$10,000
HOWARD UNIVERSITY
2400 6TH STREET NW ROOM 115WASHINGTONDC20059N/APCSCHOLARSHIPS$20,000
HUNTER COLLEGE
695 PARK AVENUE RM238NNEW YORKNY10065N/APCSCHOLARSHIPS$5,000
IDAHO STATE UNIVERSITY
921 SOUTH 8TH AVE STOP 8391POCATELLOID832098391N/APCSCHOLARSHIPS$5,000
ILLINOIS INSTITUTE OF TECHNOLOGY
10 WEST 33 ST SUITE 206CHICAGOIL60616N/APCSCHOLARSHIPS$25,000
ILLINOIS STATE UNIVERSITY
CAMPUS BOX 2320NORMALIL61790N/APCSCHOLARSHIPS$25,000
IMMIGRANT & REFUGEE COMMUNITY IRCO
10301 NE GLISAN STPORTLANDOR97220N/APCGENERAL OPERATING PURPOSES$10,000
JEWISH FEDERATION
6680 SW CAPITOL HWYPORTLANDOR97219N/APCGENERAL OPERATING PURPOSES$25,000
JUNIATA COLLEGE
1700 MOORE STREETHUNTINGDONPA16652N/APCSCHOLARSHIPS$5,000
KEEN CHICAGO
P O BOX 2220CHICAGOIL60690N/APCGENERAL OPERATING PURPOSES$1,500
KENT STATE UNIVERSITY
PO BOX 5190KENTOH44242N/APCSCHOLARSHIPS$5,000
LAWRENCE UNIVERSITY
711 E BOLDT WAYAPPLETONWI54911N/APCSCHOLARSHIPS$5,000
LEHIGH UNIVERSITY
27 MEMORIAL DR WBETHLEHEMPA180153093N/APCSCHOLARSHIPS$5,000
LESLEY UNIVERSITY
29 EVERETT STREETCAMBRIDGEMA02138N/APCSCHOLARSHIPS$5,000
LEWIS & CLARK COLLEGE
615 S PALATINE HILL ROAD MSC56PORTLANDOR97219N/APCGENERAL OPERATING PURPOSES$833,333
LEWIS & CLARK COLLEGE
615 S PALATINE HILL ROAD MSC56PORTLANDOR97219N/APCSCHOLARSHIPS$31,940
LINFIELD UNIVERSITY
900 SE BAKER ST UNIT A454MCMINNVILLEOR971286894N/APCSCHOLARSHIPS$43,000
LITTLE BROTHERS - FRIENDS OF THE ELDERLY
355 N ASHLAND AVECHICAGOIL60607N/APCGENERAL OPERATING PURPOSES$2,000
LOYOLA MARYLAND
KNOTT HUMANITIES CENTER 211A 4501BALTIMOREMD21210N/APCSCHOLARSHIPS$5,000NORTH CHARLES STREET
LOYOLA MARYMOUNT UNIVERSITY
1 LMU DRIVE SUITE 270LOS ANGELESCA900452659N/APCSCHOLARSHIPS$5,000
LOYOLA UNIVERSITY CHICAGO
1032 W SHERIDAN RDCHICAGOIL60660N/APCSCHOLARSHIPS$52,500
MARQUETTE UNIVERSITY
PO BOX 1881MILWAUKEEWI532011881N/APCSCHOLARSHIPS$5,000
MARYVILLE COLLEGE
502 E LAMAR ALEXANDER PARKWAYMARYVILLETN37804N/APCSCHOLARSHIPS$5,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE BUILDINGCAMBRIDGEMA021394307N/APCSCHOLARSHIPS$4,50011-120
MAZON
10850 WILSHIRE BLVD SUITE 400LOS ANGELESCA90024N/APCGENERAL OPERATING PURPOSES$5,000
MEALS ON WHEELS PEOPLE
7710 SW 31ST AVEPORTLANDOR97219N/APCGENERAL OPERATING PURPOSES$10,000
MEREDITH COLLEGE
3800 HILLSBOROUGH STREET JOHNSONRALEIGHNC27607N/APCSCHOLARSHIPS$5,000HALL
MIDDLEBURY COLLEGE
84 SOUTH SERVICE ROADMIDDLEBURYVT05753N/APCSCHOLARSHIPS$15,000
MOUNT ST MARY'S UNIVERSITY
12001 CHALON ROADLOS ANGELESCA90049N/APCSCHOLARSHIPS$5,000
NATIONAL LOUIS UNIVERSITY
1000 CAPITOL DRIVEWHEELINGIL60090N/APCSCHOLARSHIPS$2,335
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH ST NW STE 700WASHINGTONDC20001N/APCGENERAL OPERATING PURPOSES$2,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVE NW STE 1100WASHINGTONDC20037N/APCGENERAL OPERATING PURPOSES$5,000
NATURE CONSERVANCY
821 SE 14TH AVEPORTLANDOR97214N/APCGENERAL OPERATING PURPOSES$10,000
NAWBO INSTITUTE
601 PENNSYLVANIA AVE NW STE 900WASHINGTONDC20004N/APCGENERAL OPERATING PURPOSES$1,000
NEW ISRAEL FUND
P O BOX 70358PHILADELPHIAPA19176N/APCGENERAL OPERATING PURPOSES$10,000
NEW YORK UNIVERSITY
383 LAFAYETTE STREETNEW YORKNY10003N/APCSCHOLARSHIPS$15,000
NORTH CAROLINA A&T STATE UNIVERSITY
1601 E MARKET STREET SUITE 100GREENSBORONC27411N/APCSCHOLARSHIPS$10,000
NORTH CAROLINA CENTRAL UNIVERSITY
1801 FAYETTEVILLE STDURHAMNC27707N/APCSCHOLARSHIPS$50,000
NORTH CAROLINA STATE UNIVERSITY
2016 HARRIS HALL CAMPUS BOX 7302RALEIGHNC27695N/APCSCHOLARSHIPS$5,000
NORTHEASTERN ILLINOIS UNIVERSITY
5500 NORTH ST LOUIS AVENUECHICAGOIL60625N/APCSCHOLARSHIPS$10,000
NORTHERN ILLINOIS UNIVERSITY
SWEN PARSON HALL 245DEKALBIL60115N/APCSCHOLARSHIPS$5,000
NORTHWESTERN UNIVERSITY
555 CLARK ST 1ST FLOOREVANSTONIL602081221N/APCSCHOLARSHIPS$50,000
OCCIDENTAL COLLEGE
AGC ROOM 119 1600 CAMPUS ROAD F-35LOS ANGELESCA900413314N/APCSCHOLARSHIPS$5,000
OCEAN CONSERVANCY
111 SW COLUMBIA ST STE 200PORTLANDOR97201N/APCGENERAL OPERATING PURPOSES$10,000
OHSU
3181 SW SAM JACKSON PARK RD MAILPORTLANDOR972393098N/APCSCHOLARSHIPS$10,000CODE L109
OLIVET NAZARENE UNIVERSITY
ONE UNIVERSITY AVENUEBOURBONNAISIL60914N/APCSCHOLARSHIPS$5,000
OREGON FOOD BANK
7900 NE 33RD DRPORTLANDOR97211N/APCGENERAL OPERATING PURPOSES$20,000
OREGON HUMANE SOCIETY
1067 NE COLUMBIA BLVDPORTLANDOR97211N/APCGENERAL OPERATING PURPOSES$5,000
OREGON INSTITUTE OF TECHNOLOGY
3201 CAMPUS DRKLAMATH FALLSOR97601N/APCSCHOLARSHIPS$55,000
OREGON PUBLIC BROADCASTING
7140 S MACADAM AVEPORTLANDOR97219N/APCGENERAL OPERATING PURPOSES$5,000
OREGON STATE UNIVERSITY
PO BOX 1086CORVALLISOR97339N/APCSCHOLARSHIPS$309,609
OREGON STATE UNIVERSITY - CASCADES
1500 SW CHANDLER AVEBENDOR97702N/APCSCHOLARSHIPS$5,000
OXFAM AMERICA
226 CAUSEWAY ST 5TH FLOORBOSTONMA02114N/APCGENERAL OPERATING PURPOSES$5,000
PACIFIC BIBLE COLLEGE
28 S FIR STREET SUITE 212MEDFORDOR97501N/APCSCHOLARSHIPS$5,000
PACIFIC LUTHERAN UNIVERSITY
12180 PARK AVENUESOUTH TACOMAWA98447N/APCSCHOLARSHIPS$2,500
PACIFIC UNIVERSITY
2043 COLLEGE WAYFOREST GROVEOR97116N/APCSCHOLARSHIPS$71,000
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA902637999N/APCSCHOLARSHIPS$5,000
PITTSBURG STATE UNIVERSITY
1701 S BROADWAYPITTSBURGKS667627536N/APCSCHOLARSHIPS$5,000
PITZER COLLEGE
1050 N MILLS AVENUECLAREMONTCA91711N/APCSCHOLARSHIPS$16,795
PLANNED PARENTHOOD
P O BOX 97166WASHINGTONDC200907166N/APCGENERAL OPERATING PURPOSES$10,000
POMONA COLLEGE
333 N COLLEGE WAYCLAREMONTCA91711N/APCSCHOLARSHIPS$20,000
PORTLAND ART MUSEUM
1219 SW PARK AVEPORTLANDOR97205N/APCGENERAL OPERATING PURPOSES$10,000
PORTLAND OPP INDUSTRIALIZATION CENTER
717 N KILLINGSWORTH CTPORTLANDOR97217N/APCGENERAL OPERATING PURPOSES$10,000
PORTLAND STATE UNIVERSITY
PO BOX 851PORTLANDOR972070851N/APCSCHOLARSHIPS$304,265
PORTLAND YOUTH BUILDERS
4816 SE 92ND AVEPORTLANDOR97266N/APCGENERAL OPERATING PURPOSES$1,500
PROJECT YOUTH
P O BOX 1407GRANTS PASSOR97528N/APCGENERAL OPERATING PURPOSES$5,000
READING RESULTS
3115 NE SANDY BLVD SUITE 229PORTLANDOR97232N/APCGENERAL OPERATING PURPOSES$15,000
REED COLLEGE
3203 SE WOODSTOCK BLVDPORTLANDOR97202N/APCSCHOLARSHIPS$22,500
REGIS UNIVERSITY
3333 REGIS BLVD A-8DENVERCO80221N/APCSCHOLARSHIPS$5,000
SAINT LOUIS UNIVERSITY
PO BOX 790165ST LOUISMO631790165N/APCSCHOLARSHIPS$10,000
SAINT XAVIER UNIVERSITY
3700 W 103RD STREETCHICAGOIL60655N/APCSCHOLARSHIPS$5,000
SALVATION ARMY
8495 SE MONTEREY AVEHAPPY VALLEYOR97086N/APCGENERAL OPERATING PURPOSES$10,000
SAN DIEGO STATE UNIVERSITY
5500 CAMPANILE DRIVESAN DIEGOCA921827436N/APCSCHOLARSHIPS$5,000
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVENUESAN FRANCISCOCA941324011N/APCSCHOLARSHIPS$1,000
SEATTLE PACIFIC UNIVERSITY
3307 THIRD AVENUE WEST SUITE 114SEATTLEWA98119N/APCSCHOLARSHIPS$5,000
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866N/APCSCHOLARSHIPS$10,000
SMITH COLLEGE
COLLEGE HALLNORTHAMPTONMA010630021N/APCSCHOLARSHIPS$5,000
SOUTHERN OREGON UNIVERSITY
1250 SISKIYOU BLVDASHLANDOR97520N/APCSCHOLARSHIPS$46,000
SPELMAN COLLEGE
350 SPELMAN LANE SWATLANTAGA303144399N/APCSCHOLARSHIPS$5,000
ST OLAF COLLEGE
TOMSON 120 1520 ST OLAF AVENUENORTHFIELDMN55057N/APCSCHOLARSHIPS$18,000
STAND FOR CHILDREN
2121 SW BROADWAY SUITE 130PORTLANDOR97201N/APCGENERAL OPERATING PURPOSES$7,000
STAND FOR CHILDREN
2121 SW BROADWAY SUITE 130PORTLANDOR97201N/APCSCHOLARSHIPS$285,000
STANFORD UNIVERSITY
MONTAG HALL 355 GALVEZ STREETSTANFORDCA943056106N/APCSCHOLARSHIPS$44,000
STILLMAN COLLEGE
3601 STILLMAN BLVDTUSCALOOSAAL35401N/APCSCHOLARSHIPS$35,000
STORE TO DOOR
7730 SW 31ST AVEPORTLANDOR97219N/APCGENERAL OPERATING PURPOSES$1,000
SUSTAINABLE OCEAN ALLIANCE
1160 BATTERY ST STE 100SAN FRANCISCOCA94111N/APCGENERAL OPERATING PURPOSES$1,000
SWARTHMORE COLLEGE
500 COLLEGE AVESWARTHMOREPA19081N/APCSCHOLARSHIPS$10,000
SYRACUSE UNIVERSITY
200 BOWNE HALLSYRACUSENY132441200N/APCSCHOLARSHIPS$10,000
TEMPLE UNIVERSITY
1801 N BROAD STREET GROUND FLOORPHILADELPHIAPA19122N/APCSCHOLARSHIPS$10,000CONWELL HALL
TEXAS A&M UNIVERSITY-SAN ANTONIO
MADLA ROOM 135 ONE UNIVERSITY WAYSAN ANTONIOTX78224N/APCSCHOLARSHIPS$5,000
THE CITY UNIVERSITY OF NEW YORK BARUCH
ONE BERNARD BARUCH WAY ROOM H-810NEW YORKNY10010N/APCSCHOLARSHIPS$4,715
THE COLONIAL WILLIAMSBURG FOUNDATION
359 N BOTETOURT STWILLIAMSBURGVA23185N/APCGENERAL OPERATING PURPOSES$1,000
THE GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE SUITE 250ASHBURNVA20147N/APCSCHOLARSHIPS$10,000
TOWSON UNIVERSITY
8000 YORK RDTOWSONMD21252N/APCSCHOLARSHIPS$5,000
TRINITY COLLEGE
300 SUMMIT STREETHARTFORDCT06106N/APCSCHOLARSHIPS$5,000
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155N/APCSCHOLARSHIPS$15,000
TULANE UNIVERSITY
6823 ST CHARLES AVENUENEW ORLEANSLA70118N/APCSCHOLARSHIPS$5,000
TUSKEGEE UNIVERSITY
108 KRESGE CENTER TUSKEGEETUSKEGEEAL36083N/APCSCHOLARSHIPS$5,000UNIVERSITY
UC RIVERSIDE
900 UNIVERSITY AVE STUDENT SERVICESRIVERSIDECA92521N/APCSCHOLARSHIPS$15,000BLDG ROOM 1111
UNION GOSPEL MISSION
3 NW 3RD AVEPORTLANDOR97209N/APCGENERAL OPERATING PURPOSES$5,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02138N/APCGENERAL OPERATING PURPOSES$5,000
UNIVERSITY OF CALIFORNIA BERKELEY
201 SPROUL HALLBERKELEYCA947201960N/APCSCHOLARSHIPS$25,000
UNIVERSITY OF CALIFORNIA DAVIS
PO BOX 989062WEST SACRAMENTOCA957989062N/APCSCHOLARSHIPS$10,000
UNIVERSITY OF CALIFORNIA IRVINE
102 ALDRICH HALLIRVINECA92697N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF CALIFORNIA LOS ANGELES
BOX 957089 1125 MURPHY HALL 405LOS ANGELESCA900957089N/APCSCHOLARSHIPS$30,000HILGARD AVENUE
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE DEPT 0026LA JOLLACA920930026N/APCSCHOLARSHIPS$10,000
UNIVERSITY OF CALIFORNIA SANTA CRUZ
205 HAHN STUDENT SERVICES BUILDINGSANTA CRUZCA95064N/APCSCHOLARSHIPS$5,0001156 HIGH STREET
UNIVERSITY OF ILLINOIS AT CHICAGO
1200 WEST HARRISON ST SUITE 1800CHICAGOIL60607N/APCSCHOLARSHIPS$132,000
UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN
620 E JOHN STREETCHAMPAIGNIL61820N/APCSCHOLARSHIPS$98,234
UNIVERSITY OF ILLINOIS SPRINGFIELD
ONE UNIVERSITY PLAZA MS UHB 1015SPRINGFIELDIL627035407N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF MARYLAND COLLEGE PARK
1109 LEE BUILDING 7809 REGENTS DRCOLLEGE PARKMD20742N/APCSCHOLARSHIPS$7,500
UNIVERSITY OF MIAMI
LOCATION 20MIAMIFL331025551N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF MICHIGAN
2500 STUDENT ACTIVITIES BUILDINGANN ARBORMI481091316N/APCSCHOLARSHIPS$100,000515 E JEFFERSON STREET
UNIVERSITY OF MINNESOTA TWIN CITIES
200 FRASER HALL 106 PLEASANT ST SEMINNEAPOLISMN55455N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF MISSOURI AT KANSAS CITY
5115 OAK STREET ADMINISTRATIVEKANSAS CITYMO64112N/APCSCHOLARSHIPS$5,000CENTER ROOM 101
UNIVERSITY OF NEW MEXICO
1155 UNIVERSITY BLVD SEALBUQUERQUENM87106N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF NORTH DAKOTA
2901 UNIVERSITY AVENUE STOP 7155GRAND FORKSND582027155N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF NOTRE DAME
128 MCKENNA HALLNOTRE DAMEIN46556N/APCSCHOLARSHIPS$8,000
UNIVERSITY OF OREGON
PO BOX 3237EUGENEOR974030237N/APCSCHOLARSHIPS$379,600
UNIVERSITY OF PORTLAND
5000 N WILLAMETTE BLVD MAIL STOPPORTLANDOR97203N/APCSCHOLARSHIPS$100,500156
UNIVERSITY OF ROCHESTER
PO BOX 270037 330 MELIORA HALLROCHESTERNY14627N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREET LMM- 203SAN FRANCISCOCA94117N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF SOUTH CAROLINA
1244 BLOSSOM STREET SUITE 128COLUMBIASC29208N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF SOUTH FLORIDA
PO BOX 946571ATLANTAGA303946571N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF SOUTHERN CALIFORNIA
700 CHILDS WAY JHH 325LOS ANGELESCA900890914N/APCSCHOLARSHIPS$50,000
UNIVERSITY OF WASHINGTON
PO BOX 24967SEATTLEWA981240967N/APCSCHOLARSHIPS$10,000
UNIVERSITY OF WISCONSIN-MADISON
333 EAST CAMPUS MALL 10501MADISONWI537151383N/APCSCHOLARSHIPS$52,500
VILLANOVA UNIVERSITY
800 LANCASTER AVEVILLANOVAPA19085N/APCSCHOLARSHIPS$5,000
WARNER PACIFIC UNIVERSITY
2219 SE 68TH AVEPORTLANDOR97215N/APCSCHOLARSHIPS$15,000
WASHINGTON STATE UNIVERSITY
PO BOX 641039 342 FRENCH AD BLDGPULLMANWA991641068N/APCSCHOLARSHIPS$5,000
WAYLAND BAPTIST UNIVERSITY
1900 WEST 7TH ST CMB 1266 101 GATESPLAINVIEWTX79072N/APCSCHOLARSHIPS$5,000HALL
WEST CHESTER UNIVERSITY
25 UNIVERSITY AVENUEWEST CHESTERPA19383N/APCSCHOLARSHIPS$5,000
WESTERN ILLINOIS UNIVERSITY
SHERMAN 303 1 UNIVERSITY CIRCLEMACOMBIL61455N/APCSCHOLARSHIPS$5,000
WESTERN OREGON UNIVERSITY
345 N MONMOUTH AVENUEMONMOUTHOR97361N/APCSCHOLARSHIPS$83,667
WHITMAN COLLEGE
345 BOYER AVE MEMORIAL HALL ROOMWALLA WALLAWA99362N/APCSCHOLARSHIPS$5,000123
WILLAMETTE UNIVERSITY
1ST FLOOR WALLER HALL 900 STATESALEMOR97302N/APCSCHOLARSHIPS$45,000STREET
WILLIAM TEMPLE HOUSE
2023 NW HOYT STPORTLANDOR97209N/APCGENERAL OPERATING PURPOSES$10,000
WORLD PULSE
909 NW 19TH AVEPORTLANDOR97209N/APCGENERAL OPERATING PURPOSES$10,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037N/APCGENERAL OPERATING PURPOSES$10,000
XAVIER UNIVERSITY OF LOUISIANA
1 DREXEL DRIVE BOX 121NEW ORLEANSLA70125N/APCSCHOLARSHIPS$5,000
YALE UNIVERSITY
PO BOX 208232NEW HAVENCT065208232N/APCSCHOLARSHIPS$11,840
YOUTH VILLAGES
2507 CHRISTIE DRLAKE OSWEGOOR97034N/APCGENERAL OPERATING PURPOSES$10,000
CHESS FOR SUCCESS
5440 SW WESTGATE DR UNIT 125PORTLANDOR97221N/APCGENERAL OPERATING PURPOSES$5,000
CONSTRUCTING HOPE
405 NE CHURCH STPORTLANDOR97211N/APCGENERAL OPERATING PURPOSES$5,000
IMPACT ASSETS
4340 EAST WEST HIGHWAY SUITE 210BETHESDAMD20814N/APCGENERAL OPERATING PURPOSES$10,000
JAYA KULA
1215 SE 8TH AVEPORTLANDOR97214N/APCGENERAL OPERATING PURPOSES$5,000
OREGON BUSINESS ACADEMY
16869 SW 65TH AVE 506LAKE OSWEGOOR97035N/APCGENERAL OPERATING PURPOSES$7,000
PARTNERS IN ANIMAL WELFARE
26 MULLER PLSAN JOSECA95126N/APCGENERAL OPERATING PURPOSES$5,000
PORTLAND OPERA ASSOCIATION
733 SW OAK ST 100PORTLANDOR97205N/APCGENERAL OPERATING PURPOSES$1,000
PORTLAND STATE UNIVERSITY
PO BOX 851PORTLANDOR972070851N/APCGENERAL OPERATING PURPOSES$5,000
PROJECT LEMONADE
1008 LLOYD CENTERPORTLANDOR97232N/APCGENERAL OPERATING PURPOSES$1,000
RONALD MCDONALD HOUSE CHARITIES
26345 NETWORK PLACECHICAGOIL606731263N/APCGENERAL OPERATING PURPOSES$10,000
BUSHNELL UNIVERSITY
828 E 11TH AVEEUGENEOR97401N/APCSCHOLARSHIPS$5,000
EASTERN OREGON UNIVERISTY
ONE UNIVERSITY BOULEVARDLA GRANDEOR978502807N/APCSCHOLARSHIPS$5,000
GOVERNOR STATE UNIVERSITY
1 UNIVERISTY PKWYUNIVERSITY PARKIL60484N/APCSCHOLARSHIPS$5,000
GRINNELL COLLEGE
1115 8TH AVEGRINNELLIA50112N/APCSCHOLARSHIPS$5,000
KNOX COLLEGE
2 E SOUTH STGALESBURGIL61401N/APCSCHOLARSHIPS$10,000
LAKE FOREST COLLEGE
555 N SHERIDAN RDLAKE FORESTIL60045N/APCSCHOLARSHIPS$5,000
LEWIS UNIVERSITY
1 UNIVERISTY PKWYROMEOVILLEIL60446N/APCSCHOLARSHIPS$5,000
MULTNOMAH UNIVERSITY
8435 NE GLISAN STPORTLANDOR97220N/APCSCHOLARSHIPS$5,000
PACIFIC NORTHWEST COLLEGE OF ART
511 NW BROADWAYPORTLANDOR97209N/APCSCHOLARSHIPS$10,000
REGENT UNIVERSITY
1000 REGENT UNVIERSITY DRVIRGINA BEACHVA23464N/APCSCHOLARSHIPS$5,000
THE OHIO STATE UNIVERSITY
281 W LANE AVECOLUMBUSOH43210N/APCSCHOLARSHIPS$10,000
THE UNIVERSITY OF KANSAS
1450 JAYHAWK BLVDLAWRENCEKS66045N/APCSCHOLARSHIPS$5,000
THE UNIVERSITY OF TEXAS AT ARLINGTON
701 S NEDDERMAN DRARLINGTONTX76019N/APCSCHOLARSHIPS$10,000
THE UNIVERSITY OF TEXAS AT SAN ANTONIO
1 UTSA CIRCLESAN ANTONIOTX78249N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF IOWA
IOWA CITYIOWA CITYIA52242N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF NEVADA LAS VEGAS
4505 S MARYLAND PKWYLAS VEGASNV89154N/APCSCHOLARSHIPS$5,000
UNIVERSITY OF REDLANDS
1200 E COLTON AVEREDLANDSCA92373N/APCSCHOLARSHIPS$5,000
VANGUARD UNIVERSITY
55 FAIR DRCOSTA MESACA92626N/APCSCHOLARSHIPS$5,000
WARTBURG COLLEGE
100 WARTBURG BLVDWAVERLYIA50677N/APCSCHOLARSHIPS$5,000
WASHINGTON STATE UNIVERSITY VANCOUVER
14204 NE SALMON CREEK AVEVANCOUVERWA98686N/APCSCHOLARSHIPS$5,000
HARVARD UNIVERSITY
MASSACHUSETTS HALLCAMBRIDGEMA02138N/APCSCHOLARSHIPS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,098,104TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$302,397ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,513,673ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,816,070ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,816,070TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonIRVING LEVINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112737 SW IRON MOUNTAINAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97219ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,568,752TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1MARKETABLE SECURITIES: 1,000 CINTAS CORP SHARES$507,1202023-10-31
1MARKETABLE SECURITIES: 5,412 COPART INC SHARES$235,5302023-10-31
1MARKETABLE SECURITIES: 2,000 DEXCOM SHARES$177,6602023-10-31
1MARKETABLE SECURITIES: 2,205 VERALTO CORP COM SHARES$152,1452023-10-31
1MARKETABLE SECURITIES: 1,022 AMETEK INC SHARES$165,3802023-12-20
1MARKETABLE SECURITIES: 250 COSTCO WHOLESALE SHARES$165,2502023-12-20
1MARKETABLE SECURITIES: 447 MICROSOFT CORP SHARES$165,6672023-12-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$7,500$3,750$3,750
LEGAL FEES$1,150$575$575

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HUMANA INC NOTE$401,467$418,108
NORTHFOLK SOUTHN CORP$386,196$409,528
PAYPAL HLDGS INC (DUE 10/01/2024) 2.4%$300,827$293,631
SCOTTS MIRACLE (DUE 12/15/2026) 5.3%$413,419$384,584

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES$497,191$550,350
ACCENTURE PLC -CL A$184,075$526,365
ALPHABET INC CAP STK CL A$246,480$279,380
AMAZON COM INC$115,687$410,238
AMETEK, INC$409,628$778,611
APPLE INC$9,517$481,325
CINTAS CORP$820,824$1,325,852
COPART INC$428,171$902,188
COSTCO WHOLESALE CORP COM USD0.01$695,424$1,089,132
DANAHER CORP$277,357$644,282
DEERE & CO$358,991$339,890
DEXCOM INC$515,893$744,540
ECOLAB, INC$194,268$694,225
IDEXX LABORATORIES INC$50,486$610,555
INTERCONTINENTAL EXCHANGE INC$240,928$513,720
MASTERCARD INC -CLASS A$129,770$853,020
MCCORMICK &COMPANY INC$549,217$478,940
MICROCHIP TECHNOLOGY$356,450$676,350
MICROSOFT CORP$573,797$1,183,398
POOL CORP COM$147,023$398,710
ROCKWELL AUTOMATION INC$478,307$620,960
ROLLINS INC$219,005$432,333
STRYER CORP$305,217$568,974
UNION PACIFIC CORP$138,762$368,430
VERISK ANALYTICS INC-CL A$123,052$477,720
WATSCO INC$312,061$514,164
WORKDAY INC - CL A$122,893$414,090
ZOETIS INC -CL A$141,242$592,110

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
OAKTREE PRIVATE INVESTMENT FUND 2010, LPAT COST$121,194$121,194
UNCALLED CAPITAL - UNITUS SEED I & IIAT COST$1,000$1,000
UNITED STATES TREASAT COST$1,967,030$2,011,185
UNITUS SEED II, LPAT COST$38,618$38,618
UNITUS SEED, LPAT COST$13,285$13,285

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER ADJUSTMENTSDesc
Amt$115,375Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$109,288$109,288$0
SUPPLIES$2,694$0$2,694
UNITUS SEED FUND INVESTMENT FEES$310$310$0
OAKTREE PRIVATE INVESTMENT FUND$1,082$1,082$0
UNITUS SEED FUND II INVESTMENT FEES$1,088$1,088$0
OREGON CHARITABLE RENEWAL$1,872$0$1,872
TELEPHONE$102$0$102
MEALS$9,389$0$9,389
TECHNOLOGY$3,522$0$3,522
DUES AND SUBSCRIPTIONS$9,859$0$9,859
PAYROLL PROCESSING FEE$2,249$0$2,249
SMALL FURNITURE$4,471$0$4,471
REPAIRS$102$0$102
INSURANCE$634$0$634
MOVING EXPENSES$5,245$0$5,245
TAXES PAID$50$50$0
OTHER MISCELLANEOUS EXPENSE$65$0$65

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescQUALIFIED DISTRIBUTION RECOVERYDesc
Amt$8,192Amt