2024-11-07T10:55:45-06:00 2023-12-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990PF 2023-01-01 931306116 THE RENAISSANCE FOUNDATION RENA 5038074363 P O BOX 80516 PORTLAND OR 97280 IRVING J LEVIN BOARD CHAIR 5037265970 2024-11-06 1 0 LEAH D DIGREGORIO P00362194 5032205900 2023 2024-10-15 13:58:12Z X 21360913 X 1570252 302397 302397 1513673 5864972 2300137 8192 3386322 2602534 8192 0 0 0 206580 0 206580 8650 4325 4325 37425 0 37425 6089 0 6089 1054 0 1054 152022 111818 40204 411820 116143 295677 5098104 5098104 5509924 116143 5393781 -2123602 2486391 8192 1449515 199928 199928 10314478 8641716 17469852 719503 1501909 1505851 2231969 2141127 2185282 14715465 12484680 21360913 0 0 X 14715465 12484680 14715465 12484680 14715465 12484680 14715465 -2123602 8192 12600055 115375 12484680 WILLIAM BLAIR SHORT TERM 400000 400000 0 0 WILLIAM BLAIR LONG TERM 5464972 3159203 2305769 2305769 LOSS PASSED THROUGH- UNITUS SEED FUND K-1 P 2480 -2480 -2480 LOSS PASSED THROUGH- UNITUS SEED FUND II K-1 P 1587 -1587 -1587 LOSS PASSED THROUGH - OAKTREE PRIVATE INVESTMENT FUND K-1 P 1565 -1565 -1565 2300137 34561 0 34561 0 34561 20257 0 0 0 20257 X 585 14889 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 WWW.TRFWEBSITE.ORG DIANA HOFF 5038074363 P O BOX 80516 PORTLAND OR 97280 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IRVING J LEVIN P O BOX 80516 PORTLAND OR 97280 CHAIR & DIRECTOR 1.00 0 0 0 DIANA HOFF P O BOX 80516 PORTLAND OR 97280 PRESIDENT, SECRETARY & DIRECTOR 25.00 0 0 0 STEPHANIE J FOWLER P O BOX 80516 PORTLAND OR 97280 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 19852831 966669 191830 21011330 0 0 21011330 315170 20696160 1034808 1034808 34561 34561 1000247 8192 1008439 0 1008439 5393781 0 5393781 1008439 0 0 614629 1329443 1268981 2858895 3643159 9715107 5393781 0 0 0 1008439 4385342 0 0 14100449 0 0 0 0 0 0 614629 13485820 1329443 1268981 2858895 3643159 4385342 IRVING J LEVIN THE RENAISSANCE FOUNDATION PO BOX 80516 PORTLAND OR 97280 5037265970 *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 PROJECTS N/A REQUESTS FOR CAPITAL EXPENSES OR CONTRIBUTIONS TO CAPITAL CAMPAIGNS ARE GENERALLY NOT CONSIDERED. 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WEST 7TH ST CMB 1266 101 GATES HALL PLAINVIEW TX 79072 N/A PC SCHOLARSHIPS 5000 WEST CHESTER UNIVERSITY 25 UNIVERSITY AVENUE WEST CHESTER PA 19383 N/A PC SCHOLARSHIPS 5000 WESTERN ILLINOIS UNIVERSITY SHERMAN 303 1 UNIVERSITY CIRCLE MACOMB IL 61455 N/A PC SCHOLARSHIPS 5000 WESTERN OREGON UNIVERSITY 345 N MONMOUTH AVENUE MONMOUTH OR 97361 N/A PC SCHOLARSHIPS 83667 WHITMAN COLLEGE 345 BOYER AVE MEMORIAL HALL ROOM 123 WALLA WALLA WA 99362 N/A PC SCHOLARSHIPS 5000 WILLAMETTE UNIVERSITY 1ST FLOOR WALLER HALL 900 STATE STREET SALEM OR 97302 N/A PC SCHOLARSHIPS 45000 WILLIAM TEMPLE HOUSE 2023 NW HOYT ST PORTLAND OR 97209 N/A PC GENERAL OPERATING PURPOSES 10000 WORLD PULSE 909 NW 19TH AVE PORTLAND OR 97209 N/A PC GENERAL OPERATING PURPOSES 10000 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 N/A PC GENERAL OPERATING PURPOSES 10000 XAVIER UNIVERSITY OF LOUISIANA 1 DREXEL DRIVE BOX 121 NEW ORLEANS LA 70125 N/A PC SCHOLARSHIPS 5000 YALE UNIVERSITY PO BOX 208232 NEW HAVEN CT 065208232 N/A PC SCHOLARSHIPS 11840 YOUTH VILLAGES 2507 CHRISTIE DR LAKE OSWEGO OR 97034 N/A PC GENERAL OPERATING PURPOSES 10000 CHESS FOR SUCCESS 5440 SW WESTGATE DR UNIT 125 PORTLAND OR 97221 N/A PC GENERAL OPERATING PURPOSES 5000 CONSTRUCTING HOPE 405 NE CHURCH ST PORTLAND OR 97211 N/A PC GENERAL OPERATING PURPOSES 5000 IMPACT ASSETS 4340 EAST WEST HIGHWAY SUITE 210 BETHESDA MD 20814 N/A PC GENERAL OPERATING PURPOSES 10000 JAYA KULA 1215 SE 8TH AVE PORTLAND OR 97214 N/A PC GENERAL OPERATING PURPOSES 5000 OREGON BUSINESS ACADEMY 16869 SW 65TH AVE 506 LAKE OSWEGO OR 97035 N/A PC GENERAL OPERATING PURPOSES 7000 PARTNERS IN ANIMAL WELFARE 26 MULLER PL SAN JOSE CA 95126 N/A PC GENERAL OPERATING PURPOSES 5000 PORTLAND OPERA ASSOCIATION 733 SW OAK ST 100 PORTLAND OR 97205 N/A PC GENERAL OPERATING PURPOSES 1000 PORTLAND STATE UNIVERSITY PO BOX 851 PORTLAND OR 972070851 N/A PC GENERAL OPERATING PURPOSES 5000 PROJECT LEMONADE 1008 LLOYD CENTER PORTLAND OR 97232 N/A PC GENERAL OPERATING PURPOSES 1000 RONALD MCDONALD HOUSE CHARITIES 26345 NETWORK PLACE CHICAGO IL 606731263 N/A PC GENERAL OPERATING PURPOSES 10000 BUSHNELL UNIVERSITY 828 E 11TH AVE EUGENE OR 97401 N/A PC SCHOLARSHIPS 5000 EASTERN OREGON UNIVERISTY ONE UNIVERSITY BOULEVARD LA GRANDE OR 978502807 N/A PC SCHOLARSHIPS 5000 GOVERNOR STATE UNIVERSITY 1 UNIVERISTY PKWY UNIVERSITY PARK IL 60484 N/A PC SCHOLARSHIPS 5000 GRINNELL COLLEGE 1115 8TH AVE GRINNELL IA 50112 N/A PC SCHOLARSHIPS 5000 KNOX COLLEGE 2 E SOUTH ST GALESBURG IL 61401 N/A PC SCHOLARSHIPS 10000 LAKE FOREST COLLEGE 555 N SHERIDAN RD LAKE FOREST IL 60045 N/A PC SCHOLARSHIPS 5000 LEWIS UNIVERSITY 1 UNIVERISTY PKWY ROMEOVILLE IL 60446 N/A PC SCHOLARSHIPS 5000 MULTNOMAH UNIVERSITY 8435 NE GLISAN ST PORTLAND OR 97220 N/A PC SCHOLARSHIPS 5000 PACIFIC NORTHWEST COLLEGE OF ART 511 NW BROADWAY PORTLAND OR 97209 N/A PC SCHOLARSHIPS 10000 REGENT UNIVERSITY 1000 REGENT UNVIERSITY DR VIRGINA BEACH VA 23464 N/A PC SCHOLARSHIPS 5000 THE OHIO STATE UNIVERSITY 281 W LANE AVE COLUMBUS OH 43210 N/A PC SCHOLARSHIPS 10000 THE UNIVERSITY OF KANSAS 1450 JAYHAWK BLVD LAWRENCE KS 66045 N/A PC SCHOLARSHIPS 5000 THE UNIVERSITY OF TEXAS AT ARLINGTON 701 S NEDDERMAN DR ARLINGTON TX 76019 N/A PC SCHOLARSHIPS 10000 THE UNIVERSITY OF TEXAS AT SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 N/A PC SCHOLARSHIPS 5000 UNIVERSITY OF IOWA IOWA CITY IOWA CITY IA 52242 N/A PC SCHOLARSHIPS 5000 UNIVERSITY OF NEVADA LAS VEGAS 4505 S MARYLAND PKWY LAS VEGAS NV 89154 N/A PC SCHOLARSHIPS 5000 UNIVERSITY OF REDLANDS 1200 E COLTON AVE REDLANDS CA 92373 N/A PC SCHOLARSHIPS 5000 VANGUARD UNIVERSITY 55 FAIR DR COSTA MESA CA 92626 N/A PC SCHOLARSHIPS 5000 WARTBURG COLLEGE 100 WARTBURG BLVD WAVERLY IA 50677 N/A PC SCHOLARSHIPS 5000 WASHINGTON STATE UNIVERSITY VANCOUVER 14204 NE SALMON CREEK AVE VANCOUVER WA 98686 N/A PC SCHOLARSHIPS 5000 HARVARD UNIVERSITY MASSACHUSETTS HALL CAMBRIDGE MA 02138 N/A PC SCHOLARSHIPS 5000 5098104 0 14 302397 18 1513673 0 1816070 0 1816070 0 0 0 0 0 0 0 0 0 0 X X 1 IRVING LEVIN 12737 SW IRON MOUNTAIN PORTLAND OR 97219 1568752 X 1 MARKETABLE SECURITIES: 1,000 CINTAS CORP SHARES 507120 2023-10-31 1 MARKETABLE SECURITIES: 5,412 COPART INC SHARES 235530 2023-10-31 1 MARKETABLE SECURITIES: 2,000 DEXCOM SHARES 177660 2023-10-31 1 MARKETABLE SECURITIES: 2,205 VERALTO CORP COM SHARES 152145 2023-10-31 1 MARKETABLE SECURITIES: 1,022 AMETEK INC SHARES 165380 2023-12-20 1 MARKETABLE SECURITIES: 250 COSTCO WHOLESALE SHARES 165250 2023-12-20 1 MARKETABLE SECURITIES: 447 MICROSOFT CORP SHARES 165667 2023-12-20 ACCOUNTING FEES 7500 3750 3750 LEGAL FEES 1150 575 575 HUMANA INC NOTE 401467 418108 NORTHFOLK SOUTHN CORP 386196 409528 PAYPAL HLDGS INC (DUE 10/01/2024) 2.4% 300827 293631 SCOTTS MIRACLE (DUE 12/15/2026) 5.3% 413419 384584 ABBOTT LABORATORIES 497191 550350 ACCENTURE PLC -CL A 184075 526365 ALPHABET INC CAP STK CL A 246480 279380 AMAZON COM INC 115687 410238 AMETEK, INC 409628 778611 APPLE INC 9517 481325 CINTAS CORP 820824 1325852 COPART INC 428171 902188 COSTCO WHOLESALE CORP COM USD0.01 695424 1089132 DANAHER CORP 277357 644282 DEERE & CO 358991 339890 DEXCOM INC 515893 744540 ECOLAB, INC 194268 694225 IDEXX LABORATORIES INC 50486 610555 INTERCONTINENTAL EXCHANGE INC 240928 513720 MASTERCARD INC -CLASS A 129770 853020 MCCORMICK &COMPANY INC 549217 478940 MICROCHIP TECHNOLOGY 356450 676350 MICROSOFT CORP 573797 1183398 POOL CORP COM 147023 398710 ROCKWELL AUTOMATION INC 478307 620960 ROLLINS INC 219005 432333 STRYER CORP 305217 568974 UNION PACIFIC CORP 138762 368430 VERISK ANALYTICS INC-CL A 123052 477720 WATSCO INC 312061 514164 WORKDAY INC - CL A 122893 414090 ZOETIS INC -CL A 141242 592110 OAKTREE PRIVATE INVESTMENT FUND 2010, LP AT COST 121194 121194 UNCALLED CAPITAL - UNITUS SEED I & II AT COST 1000 1000 UNITED STATES TREAS AT COST 1967030 2011185 UNITUS SEED II, LP AT COST 38618 38618 UNITUS SEED, LP AT COST 13285 13285 OTHER ADJUSTMENTS 115375 INVESTMENT ADVISORY FEES 109288 109288 0 SUPPLIES 2694 0 2694 UNITUS SEED FUND INVESTMENT FEES 310 310 0 OAKTREE PRIVATE INVESTMENT FUND 1082 1082 0 UNITUS SEED FUND II INVESTMENT FEES 1088 1088 0 OREGON CHARITABLE RENEWAL 1872 0 1872 TELEPHONE 102 0 102 MEALS 9389 0 9389 TECHNOLOGY 3522 0 3522 DUES AND SUBSCRIPTIONS 9859 0 9859 PAYROLL PROCESSING FEE 2249 0 2249 SMALL FURNITURE 4471 0 4471 REPAIRS 102 0 102 INSURANCE 634 0 634 MOVING EXPENSES 5245 0 5245 TAXES PAID 50 50 0 OTHER MISCELLANEOUS EXPENSE 65 0 65 QUALIFIED DISTRIBUTION RECOVERY 8192