2020-07-10T18:05:46-05:00 2019-06-30 930819646 JONES & ROTH PC PO BOX 10086 EUGENE OR 97440 990 2018-07-01 237030910 SOUTHERN OREGON UNIVERSITY FOUNDATI SOUT 5415526129 1250 SISKIYOU BLVD ASHLAND OR 97520 MARC BAYLISS PRESIDENT 5415526129 2020-07-07 true FRITZ S DUNCAN P00036435 5416872320 2020-07-09 50.226.68.210 2020-07-10 18:05:46 CD P C9E21E635FBF3B49EFFC6769C6377F6DC1330F24 C9E21E635FBF3B49EFFC6769C6377F6DC1330F24 2018 2021-01-29 14:40:06Z JANET FRATELLA 1250 SW SISKIYOU BLVD ASHLAND OR 97520 5586437 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. 31 31 0 30 0 2613739 3260573 0 1148793 1900165 410708 411121 4173240 5571859 223505 1296277 0 0 0 0 2178246 2315981 2401751 3612258 1771489 1959601 32806714 33990469 648146 432594 32158568 33557875 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 2963170 1296277 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 233,505 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS 37 MAJORS AND MORE THAN 103 AREAS OF STUDY TO ITS 6,000 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES. 2963170 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 false true true false false false false false false false false true false false false false false false false false true 14 0 false 0 false false false false false true true false false false false false false false false X 31 31 true 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 MARC BAYLISS PRESIDENT 1.00 X X 0 0 0 SUE KUPILLAS VICE PRESIDE 1.00 X X 0 0 0 GREG KOENIG TREASURER 1.00 X X 0 0 0 DEBRA LEE SECRETARY 1.00 X X 0 0 0 DAN THORNDIKE PAST PRESIDE 1.00 X X 0 0 0 LAZ AYALA TRUSTEE 1.00 X 0 0 0 VANCE BEACH TRUSTEE 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 JEFF DEBOER TRUSTEE X 0 0 0 SID DEBOER 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 BONNIE EVANS TRUSTEE 1.00 X 0 0 0 PEG EVANS TRUSTEE 1.00 X 0 0 0 SANDY FRIEND TRUSTEE 1.00 X 0 0 0 BETSY GENTRY TRUSTEE 1.00 X 0 0 0 DAVE HYATT TRUSTEE 1.00 X 0 0 0 SHERI LOYA 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 ALEXIS PACKER TRUSTEE 1.00 X 0 0 0 GENE PELHAM TRUSTEE 1.00 X 0 0 0 LORE RUTZ-BURRI TRUSTEE 1.00 X 0 0 0 KACIE RYAN TRUSTEE 1.00 X 0 0 0 BARBARA SAIGO TRUSTEE 1.00 X 0 0 0 JIM TEECE 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 JANET FRATELLA EXECUTIVE DI 40.00 X 0 163512 65369 ANDREW GAST DIRECTOR OF 40.00 X 0 83000 30987 246512 96356 false true false 132271 3128302 138143 3260573 1824476 1824476 75689 75689 75689 75689 402094 14578 387516 OTHER INCOME 21050 21050 GIFT FEE 2555 2555 23605 5571859 99294 1824476 1296277 1296277 29000 29000 22398 22398 139490 1000 138490 3689 3689 103692 103692 16763 16763 3914 3914 3374 3374 PROGRAM SUPPORT 1307782 1307782 FACULTY SUPPORT 274375 274375 OTHER ADMINISTRATIVE EXP 211980 211980 BUILDINGS AND IMPROVEMENT 52318 52318 147206 31418 115788 3612258 2963170 649088 0 1376878 853385 70391 71984 477845 596664 17347 15853 1114125 1118625 1114125 29657549 31287212 88079 51246 32806714 33990469 104276 60653 322618 169770 221252 202171 648146 432594 X 2481908 2564314 8550977 9133055 21125683 21860506 32158568 33557875 32806714 33990469 X 1959601 -431906 -128388 X false true X true false X 1854764 2336776 2852283 2613739 3260573 12918135 547095 619872 638544 626011 741453 3172975 2401859 2956648 3490827 3239750 4002026 16091110 16091110 1268929 600577 285401 375395 1824476 4354778 20445888 0.78700 0.82890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51246 X X false 27415068 730396 1354825 1401656 28098633 24457209 526833 2499629 1068603 27415068 22396265 691892 3626480 1257428 25457209 23087687 940269 40107 1671798 22396265 23502843 402225 242405 1059787 23087686 false false 1015125 90000 1105125 9000 9000 1114125 31287212 31287212 OBLIGATIONS FOR SPLIT-INT AGREEMENTS 193475 ACCOUNTS PAYABLE 8696 202171 5767596 -431906 741453 14578 324125 5443471 128388 128388 5571859 4368289 741453 14578 756031 3612258 3612258 SCHEDULE D, PAGE 2, PART III, LINE 4 COLLECTIONS INCLUDE ANTIQUE FURNITURES AND COLLECTIBLES AND MUSICAL INSTRUMENT COLLECTIONS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 196 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 14,578 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING 14,578 VARIOUS 402094 402094 14578 402094 402094 14578 14578 387516 false SOU SCHOLARSHIPS 468 1296277 false false false false false false false false false JANET FRATELLA EXECUTIVE DIRECTOR 163512 65369 228881 X 2 119616 X 1 18527 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 VOLUNTEERS PROVIDE GUIDANCE AND FACILIATION IN FUNDRAISING, ASSET MANAGEMENT, AND ENGAGEMENT. FORM 990, PAGE 6, PART VI, LINE 2 SID DEBOER JEFF DEBOER TRUSTEE TRUSTEE FATHER/SON 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 14,578 DIRECT FUNDRAISING -14,578