2023-05-15T12:11:06-04:00 2022-06-30 930819646 JONES & ROTH PC PO BOX 10086 EUGENE OR 97440 990 2021-07-01 237030910 SOUTHERN OREGON UNIVERSITY FOUNDATI SOUT 5415526129 1250 SISKIYOU BLVD ASHLAND OR 97520 SUE KUPILLAS PRESIDENT 5415526129 2023-02-08 true SUE KUPILLAS 999009999 FRITZ S DUNCAN P00036435 5416872320 2023-02-08 2021 2023-04-26 12:10:37Z JANET FRATELLA 1250 SW SISKIYOU BLVD ASHLAND OR 97520 9622157 false X WWW.SOUFOUNDATION.ORG X 1959 OR THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. 35 35 0 35 0 3676643 7455670 0 1299257 1186757 58183 190911 5034083 8833338 1385482 1429272 0 0 0 0 1834259 2414223 3219741 3843495 1814342 4989843 42053103 40553938 363646 437854 41689457 40116084 X THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. false false 3098433 1429272 THE SOUTHERN OREGON UNIVERSITY FOUNDATION PROVIDES FUNDS TO SUPPORT AND PROMOTE ACADEMIC AND ATHLETIC PROGRAMS, THE UNIVERSITY ART MUSEUM AND LIBRARY OPERATIONS, AND STUDENT AND ALUMNI ACTIVITIES OF SOUTHERN OREGON UNIVERSITY. THE FOUNDATION PROVIDED 1,404,272 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS 42 MAJORS AND MORE THAN 103 AREAS OF STUDY TO ITS 4,200 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES. 3098433 true true false false false false false true false true true true false false true false true false false false false false false false true false false true true true false false false false false false false false true true false false false false false false false true 11 0 false 0 false false false false false true true false false false false false false false false X 35 35 false false false false false false false true true false true false true true true true true true false false false OR X X X ANDREW GAST 5415526129 1250 SISKIYOU BLVD ASHLAND OR 97520 JANET FRATELLA EXECUTIVE DI 40.00 X 0 177617 30245 ANDREW GAST DIRECTOR OF 40.00 X 0 83832 0 SUE KUPILLAS PRESIDENT 1.00 X X 0 0 0 JIM TEECE VICE PRESIDE 1.00 X X 0 0 0 SHERI LOYA TREASURER 1.00 X X 0 0 0 PEG EVANS SECRETARY 1.00 X X 0 0 0 MARC BAYLISS PAST PRESIDE 1.00 X X 0 0 0 TED ADAMS TRUSTEE 1.00 X 0 0 0 PAT ALEXANDER AFFILIATE TR 1.00 X 0 0 0 LAZ AYALA TRUSTEE 1.00 X 0 0 0 SOPHIA BOGLE AFFILIATE TR 1.00 X 0 0 0 KELLY COATES TRUSTEE 1.00 X 0 0 0 SUE COLLINS TRUSTEE 1.00 X 0 0 0 JEFF CUTLER TRUSTEE 1.00 X 0 0 0 SID DEBOER TRUSTEE 1.00 X 0 0 0 DAN DECENA TRUSTEE 1.00 X 0 0 0 ART DIEDERICH TRUSTEE 1.00 X 0 0 0 CHRISTINE DONCHIN TRUSTEE 1.00 X 0 0 0 BREE ERB TRUSTEE 1.00 X 0 0 0 SANDY FRIEND AFFILIATE TR 1.00 X 0 0 0 BETSY GENTRY AFFILIATE TR 1.00 X 0 0 0 GREG KOENIG TRUSTEE 1.00 X 0 0 0 ARMANDO LOPEZ TRUSTEE 1.00 X 0 0 0 BLAIR MOODY TRUSTEE 1.00 X 0 0 0 DOUG MORSE TRUSTEE 1.00 X 0 0 0 FRED MOSSLER TRUSTEE 1.00 X 0 0 0 GENE PELHAM TRUSTEE 1.00 X 0 0 0 GREG ROE TRUSTEE 1.00 X 0 0 0 LORE RUTZ-BURRI TRUSTEE 1.00 X 0 0 0 ERNEST SCALBERG TRUSTEE 1.00 X 0 0 0 DAVID STORK TRUSTEE 1.00 X 0 0 0 DAN THORNDIKE TRUSTEE 1.00 X 0 0 0 BARBARA TYLER TRUSTEE 1.00 X 0 0 0 RYAN WINES TRUSTEE 1.00 X 0 0 0 RON WORLAND TRUSTEE 1.00 X 0 0 0 DAVID WRIGHT TRUSTEE 1.00 X 0 0 0 RICK YOUNG TRUSTEE 1.00 X 0 0 0 261449 30245 false true false 510621 6945049 390955 7455670 1818922 1818922 41541 342040 331666 -342040 -290125 -632165 -632165 306024 510621 115113 190911 8833338 -632165 1818922 25000 25000 1404272 1404272 26490 26490 7835 7835 18457 18457 7225 7225 167159 167159 61771 61771 5409 5409 PROGRAM SUPPORT 1453236 1453236 OTHER ADMINISTRATIVE EXP 306368 306368 OTHER ADMIN EXPENSES 238179 215925 22254 TELEPHONE 70758 70758 51336 51336 3843495 3098433 745062 0 1066329 1407598 64909 24382 626273 988888 17151 17151 734000 1024125 734000 39232808 37360411 21508 21508 42053103 40553938 90324 159726 273322 278128 363646 437854 X 3056795 3350358 38632662 36765726 41689457 40116084 42053103 40553938 X 4989843 -6563216 X false true X true false X 2613739 3260573 2679545 3676343 7455670 19685870 626011 741453 882689 772239 955199 3977591 3239750 4002026 3562234 4448582 8410869 23663461 2397364 21266097 375395 1824476 1385816 1063728 1818922 6468337 30131798 1305477 0.70580 0.79160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21508 X X false 34845933 4150460 -5175533 1873018 31947842 27192998 859687 8374993 1581745 34845933 28098633 590970 -10998 1485607 27192998 27415068 730396 1354825 1401656 28098633 24457209 526833 2499629 1068603 27415068 0.85970 0.14030 false false 725000 725000 9000 9000 734000 37360411 37360411 OBLIGATIONS FOR SPLIT-INT AGREEMENTS 216907 DUE TO RELATED ENTITY 61221 278128 3340434 -6563216 955199 115113 -5492904 8833338 8833338 4913807 955199 115113 1070312 3843495 3843495 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 230 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR- RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING 115,113 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING 115,113 LITHIA/RAIDER C 529611 481161 48450 902 20728 24361 SAN FRANCISCO A 18800 9481 9319 9193 1236 392 4416 3 268234 19979 248255 4813 13258 1800 34014 816645 510621 306024 5715 43179 3036 392 62791 115113 190911 false SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 472963287 GOV 25000 ALUMNI RELATIONS SOU SCHOLARSHIPS 1404272 false false false false false false false false false JANET FRATELLA EXECUTIVE DIRECTOR 177617 30245 207862 X 1 10000 FMV X 36 361696 FMV X MISCELLANEOUS 1 19259 FMV false false false FORM 990 - ORGANIZATION'S MISSION THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. FORM 990, PAGE 1, PART I, LINE 6 MOST VOLUNTEERS SERVE ON THE BOARD OF DIRECTORS AND PROVIDE GOVERNANCE, OVERSIGHT, ADVOCACY, AND FUNDRAISING SUPPORT. FORM 990, PAGE 6, PART VI, LINE 10B THE ORGANIZATION HAS WRITTEN POLICIES THAT GOVERN ACTIVITIES OF CHAPTERS AND AFFILIATES TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THE ORGANIZATION'S EXEMPT PURPOSE. FORM 990, PAGE 6, PART VI, LINE 11B SOUF DIRECTOR OF FINANCE PRESENTS THE FINANCE COMMITTEE WITH A PAPER COPY OF THE FORM 990. THEY REVIEW THE FORM AND THEN AUTHORIZE IT BEFORE SIGNING THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C A MAJORITY OF THE BOARD OF TRUSTEES WOULD NOT BE IN A POSITION WHERE THEY WOULD BE INVOLVED WITH THE SOU FOUNDATION. SINCE THESE RELATIONSHIPS ARE NOT ROUTINE, THEY ARE EASILY IDENTIFIABLE AND THE DIRECTOR OF FINANCE CLOSELY MONITORS AND REVIEWS ALL TRANSACTIONS. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF ALL DOCUMENTS ARE MAINTAINED ON FILE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING 115,113 DIRECT FUNDRAISING -115,113