UNIVERSITY OF OREGON FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF OREGON FOUNDATION (EIN 93-6015767)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201531349349308953
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T18:38:40-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 OAK ST SUITE 500 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936015767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OREGON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5413020300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 E 13TH AVE 410 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 974032253 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA FUNK | PersonNm |
| Person Title | CCO | PersonTitleTxt |
| Phone | 5413020300 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5416861040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIKA FUNK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 E 13TH AVE 410 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 974032253 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $168,482,941 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UOFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE AND MISSION OF THE FOUNDATION ARE, ACTING ON ITS OWN OR THROUGH AFFILIATES, TO SUPPORT AND ASSIST THE UNIVERSITY OF OREGON IN ITS ACTIVITIES BY MANAGEMENT AND ADMINISTRATION OF FOUNDATION ASSETS REPRESENTING PRIVATELY DONATED FUNDS, BY LEADING ADVOCACY FOR THE UNIVERSITY, AND BY DEVELOPING, FINANCING, CONSTRUCTION, ACQUIRING AND OPERATION FACILITIES FOR OR ON BEHALF OF THE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $2,069,187 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $148,051,601 | PYContributionsGrantsAmt |
| CY Contributions Grants | $83,022,480 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,133,380 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,696,070 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,716,527 | PYOtherRevenueAmt |
| CY Other Revenue | $3,529,971 | CYOtherRevenueAmt |
| PY Total Revenue | $165,901,508 | PYTotalRevenueAmt |
| CY Total Revenue | $107,248,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $134,879,390 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $95,705,544 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,090,864 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,271,999 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,609,982 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,715,685 | PYOtherExpensesAmt |
| CY Other Expenses | $7,343,096 | CYOtherExpensesAmt |
| PY Total Expenses | $144,685,939 | PYTotalExpensesAmt |
| CY Total Expenses | $107,320,639 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,215,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$72,118 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $878,937,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $946,957,309 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,522,840 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,485,112 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $793,414,830 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $849,472,197 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN SUPPORT OF THE FOUNDATION'S MISSION, STAFF ENDEAVORS TO POSITIVELY IMPACT SOCIETY BY SUPPORTING THE UNIVERSITY OF OREGON'S MISSION OF EDUCATION, RESEARCH AND ENTREPRENEURSHIP THROUGH EXEMPLARY STEWARDSHIP OF RELATIONSHIPS AND RESOURCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,119,844 | ExpenseAmt |
| Grant | $17,119,844 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FUNDS ARE DISBURSED FROM CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: INSTRUCTIONAL AND RESEARCH PROGRAMS; OTHER FACULTY SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,767,190 | ExpenseAmt |
| Grant | $14,767,190 | GrantAmt |
| Desc | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: OTHER UNIVERSITY SUPPORT; SUPPLIES AND OPERATING EXPENSES AND PERSONNEL EXPENSES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,421,020 | ExpenseAmt |
| Grant | $49,421,020 | GrantAmt |
| Desc | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: ACADEMIC FACILITIES AND EQUIPMENT; NON-ACADEMIC FACILITIES AND EQUIPMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,397,490 | ExpenseAmt |
| Grant | $14,397,490 | GrantAmt |
| Desc | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: STUDENT AID; ACADEMIC MERIT AND NEEDS SCHOLARSHIPS; STUDENT ATHLETIC SCHOLARSHIPS; STUDENT LOANS AND WAGES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,397,490 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $14,397,490 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $95,705,544 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 282 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OREGON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5413020300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 E 13TH AVE SUITE 410 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JAMES W SHEPHARD | |||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JON P ANDERSON | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN J HOLWERDA | |||||||
| BOARD CHAIR ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ABBOTT J KELLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY RITTENBERG-KARI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW S BERWICK JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY S O WONG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL D PERRIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL L RAMBERG FORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS A SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA L WADE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B TAYLOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS W OAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DWAYNE S RICHARDSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD L MALETIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN J HAGERTY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IAIN E MORE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J DOUGLAS MCKAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J SCOTT ANDREWS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE M MONTI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE H GURUN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL B WILKES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL D COUCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SEOW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROHN M ROBERTS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SONDRIA L STEPHENS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STACY M SQUIRES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART W JACKSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSIE YANCEY PAPE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS H HARTFIELD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY W FOO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI J TOYOHARA-MUKAI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSARIA P HAUGLAND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN A RAYMUND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIKA FUNK | |||||||
| COO & CCO | 40.00 | Yes (X) | $157,653 | $0 | $35,741 | ||
| JAY D NAMYET | |||||||
| CIO | 40.00 | Yes (X) | $324,081 | $0 | $66,511 | ||
| R PAUL WEINHOLD | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $334,170 | $0 | $65,695 | ||
| KARL OTTO | |||||||
| VP INFORMATION SERVICES | 40.00 | $119,238 | $0 | $27,851 | Yes (X) | ||
| MARK BOLME | |||||||
| DIRECTOR APPLICATION PROGR | 40.00 | $119,569 | $0 | $40,104 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,054,711 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $235,902 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOFFMAN CONSTRUCTION | |||||
| 805 SW BROADWAY SUITE 2100 | PORTLAND | OR | 97205 | CONSTRUCTION | $21,321,461 |
| GALLAGHER DESIGNS | |||||
| 10750 NORTHWEST THOMPSON ROAD | PORTLAND | OR | 97229 | INERIOR DESIGN | $633,227 |
| PRAGER & CO LLC | |||||
| ONE MARITIME PLAZA STE 1000 | SAN FRANCISCO | CA | 94111 | CONSULTING | $240,000 |
| MOSS ADAMS LLP | |||||
| 975 OAK STREET SUITE 500 | EUGENE | OR | 97401 | AUDIT & TAX, CONSULTING | $162,988 |
| VIRGINIA LANG | |||||
| 5769 SW HUDDLESTON ST | PORTLAND | OR | 97219 | CONSULTING | $145,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $83,022,480 | AllOtherContributionsAmt |
| Noncash Contributions | $5,883,471 | NoncashContributionsAmt |
| Total Contributions | $83,022,480 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,596,353 | TotalRevenueColumnAmt |
| Exclusion | $16,596,353 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $790,408 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $461,929 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $328,479 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $328,479 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $34,240 | UnrelatedBusinessRevenueAmt |
| Exclusion | $294,239 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,845,218 | SecuritiesAmt |
| Other | $26,990 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,748,296 | SecuritiesAmt |
| Other | $24,195 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,096,922 | SecuritiesAmt |
| Other | $2,795 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,099,717 | TotalRevenueColumnAmt |
| Exclusion | $4,099,717 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP FLOW THROU | 900000 | $2,034,947 | $2,034,947 | |
| OTHER REVENUE | 900099 | $931,697 | $931,697 | |
| GIVING ASSESSMENT | 900099 | $234,848 | $234,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,201,492 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,248,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,069,187 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,156,854 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,705,544 | TotalAmt |
| Program Services | $95,705,544 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,001,739 | TotalAmt |
| Management And General | $1,001,739 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,140,531 | TotalAmt |
| Management And General | $2,140,531 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,931 | TotalAmt |
| Management And General | $516,931 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,894 | TotalAmt |
| Management And General | $365,894 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,904 | TotalAmt |
| Management And General | $246,904 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,351 | TotalAmt |
| Management And General | $65,351 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,175 | TotalAmt |
| Management And General | $105,175 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Management And General | $100,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,429 | TotalAmt |
| Management And General | $49,429 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,159 | TotalAmt |
| Management And General | $599,159 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,898 | TotalAmt |
| Management And General | $87,898 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,353 | TotalAmt |
| Management And General | $362,353 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,039 | TotalAmt |
| Management And General | $262,039 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,772 | TotalAmt |
| Management And General | $135,772 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,082 | TotalAmt |
| Management And General | $144,082 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,043 | TotalAmt |
| Management And General | $117,043 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,364 | TotalAmt |
| Management And General | $178,364 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,497 | TotalAmt |
| Management And General | $45,497 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UO FUNDRAISING SUPPORT | $3,609,982 | $3,609,982 | |
| PLEDGE WRITE-OFFS | $1,345,212 | $1,345,212 | |
| CULTIVATION | $86,435 | $86,435 | |
| PROPERTY TAX ALLOCATION | $17,015 | $17,015 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,290 | TotalAmt |
| Management And General | $32,290 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,320,639 | TotalAmt |
| Program Services | $95,705,544 | ProgramServicesAmt |
| Management And General | $8,005,113 | ManagementAndGeneralAmt |
| Fundraising | $3,609,982 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,715,960 | BOYAmt |
| EOY | $19,096,504 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,317,394 | BOYAmt |
| EOY | $44,533,150 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,339,285 | BOYAmt |
| EOY | $102,431,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,428,687 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $852,203 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,180,309 | BOYAmt |
| EOY | $17,576,484 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,493,357 | BOYAmt |
| EOY | $248,444,116 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,481,334 | BOYAmt |
| EOY | $500,964,302 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,410,031 | BOYAmt |
| EOY | $13,911,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,937,670 | BOYAmt |
| EOY | $946,957,309 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,345 | BOYAmt |
| EOY | $1,319,125 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,778,700 | BOYAmt |
| EOY | $28,513,092 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,990,795 | BOYAmt |
| EOY | $67,652,895 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,522,840 | BOYAmt |
| EOY | $97,485,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,034,863 | BOYAmt |
| EOY | $11,740,630 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,149,200 | BOYAmt |
| EOY | $442,358,611 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,230,767 | BOYAmt |
| EOY | $395,372,956 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,414,830 | BOYAmt |
| EOY | $849,472,197 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,937,670 | BOYAmt |
| EOY | $946,957,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$72,118 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,129,485 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,974,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,700,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,031,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,051,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,022,480 | CurrentTaxYearAmt |
| Total | $506,780,387 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,974,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,700,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,031,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,051,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,022,480 | CurrentTaxYearAmt |
| Total | $506,780,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $133,213,580 | SubstantialContributorsTotAmt |
| Public Support Total170 | $373,566,807 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,893,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,802,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,135,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,174,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,312,791 | CurrentTaxYearAmt |
| Total | $42,318,988 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,543,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,135,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $457,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,239,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,166,545 | CurrentTaxYearAmt |
| Total | $6,542,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $555,641,812 | TotalSupportAmt |
| Public Support CY170 | 0.67230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $100,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $100,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,605,544 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $95,705,544 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $858,131 | CurrentYearMinus3Amt |
| Current Year Minus2 | $763,802 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,621,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,432,900 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $208,132 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,189 | CurrentYearMinus2Amt |
| Current Year Minus1 | $334,865 | CurrentYearMinus1Amt |
| Current Year | $100,000 | CurrentYearAmt |
| Total | $893,186 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $214,533 | CurrentYearMinus3Amt |
| Current Year Minus2 | $190,951 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $905,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,358,226 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $490,885,040 | BeginningYearBalanceAmt |
| Contributions | $19,799,699 | ContributionsAmt |
| Investment Earnings Or Losses | $63,525,739 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,429,675 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,606,404 | OtherExpendituresAmt |
| Administrative Expenses | $5,502,220 | AdministrativeExpensesAmt |
| End Year Balance | $556,672,179 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,609,863 | BeginningYearBalanceAmt |
| Contributions | $12,513,002 | ContributionsAmt |
| Investment Earnings Or Losses | $55,300,024 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,674,244 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,689,733 | OtherExpendituresAmt |
| Administrative Expenses | $5,173,872 | AdministrativeExpensesAmt |
| End Year Balance | $490,885,040 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,477,121 | BeginningYearBalanceAmt |
| Contributions | $15,710,299 | ContributionsAmt |
| Investment Earnings Or Losses | $5,882,071 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,533,118 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,052,511 | OtherExpendituresAmt |
| Administrative Expenses | $3,873,999 | AdministrativeExpensesAmt |
| End Year Balance | $440,609,863 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $388,495,901 | BeginningYearBalanceAmt |
| Contributions | $17,320,999 | ContributionsAmt |
| Investment Earnings Or Losses | $53,025,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,411,196 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,991,653 | OtherExpendituresAmt |
| Administrative Expenses | $3,962,932 | AdministrativeExpensesAmt |
| End Year Balance | $440,477,110 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $368,010,579 | BeginningYearBalanceAmt |
| Contributions | $5,576,187 | ContributionsAmt |
| Investment Earnings Or Losses | $31,269,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,982,524 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,777,965 | OtherExpendituresAmt |
| Administrative Expenses | $3,599,902 | AdministrativeExpensesAmt |
| End Year Balance | $388,495,901 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71020 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,392,945 | InvestmentCostOrOtherBasisAmt |
| Book Value | $17,392,945 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $843,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $790,770 | DepreciationAmt |
| Book Value | $52,355 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,433 | DepreciationAmt |
| Book Value | $131,184 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,576,484 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN LIMITED PARTNERSHIPS | Desc |
| Book Value | $500,964,302 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $500,964,302 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD IN CUSTODY | $17,317,535 |
| OBLIGATIONS TO BENEFICIARIES UNDER SPLIT-INTERST AGREEMENTS | $50,335,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $67,652,895 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $162,445,294 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $56,129,485 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $461,929 | OtherRevenueAmt |
| Revenue Not Reported | $56,591,414 | RevenueNotReportedAmt |
| Revenue Subtotal | $105,853,880 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,429 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,345,212 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,394,641 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $107,248,521 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,387,927 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $461,929 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $461,929 | ExpensesNotReportedAmt |
| Expenses Subtotal | $105,925,998 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,429 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,345,212 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,394,641 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $107,320,639 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE UNIVERSITY OF OREGON. |
| PART X, LINE 2: | THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT TO THE JULY 1, 2013 BEGINNING BALANCE OF NET ASSETS AND HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2014. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND APPLICABLE STATE AGENCIES. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2010 FOR ITS FEDERAL AND STATE FILINGS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH RENTAL INCOME 461,929. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PLEDGE WRITE-OFFS NETTED WITH CONTRIBUTIONS 1,345,212. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH RENTAL INCOME 461,929. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PLEDGE WRITE-OFFS NETTED WITH CONTRIBUTIONS 1,345,212. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $257,020,345 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $257,020,345 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $257,020,345 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF OREGON | |||||||
| 1278 UNIVERSITY OF OREGON | EUGENE | OR | 974031278 | 481278531 | GOVERNMENTAL | $14,397,490 | STUDENT AID, ACADEMIC MERIT AND NEEDS SCHOLARSHIPS, STUDENT ATHLETIC SCHOLARSHIPS, STUDENT LOANS AND WAGES. |
| UNIVERSITY OF OREGON | |||||||
| 1278 UNIVERSITY OF OREGON | EUGENE | OR | 974031278 | 481278531 | GOVERNMENTAL | $14,767,190 | UNIVERSITY SUPPORT, SUPPLIES AND OPERATING EXPENSES AND PERSONNEL EXPENSES. |
| UNIVERSITY OF OREGON | |||||||
| 1278 UNIVERSITY OF OREGON | EUGENE | OR | 974031278 | 481278531 | GOVERNMENTAL | $49,421,020 | ACADEMIC FACILITIES AND EQUIPMENT AND NONACADEMIC FACILITIES AND EQUIPMENT. |
| UNIVERSITY OF OREGON | |||||||
| 1278 UNIVERSITY OF OREGON | EUGENE | OR | 974031278 | 481278531 | GOVERNMENTAL | $17,119,844 | INSTRUCTIONAL AND RESEARCH PROGRAMS AND OTHER FACULTY SUPPORT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL FUNDS RECEIVED BY THE FOUNDATION FROM A DONOR ARE ADMINISTERED IN ACCORDANCE WITH THE WRITTEN INTENT OF THE DONOR. ORIGINAL GIFT DOCUMENTS ARE RETAINED IN ACCORDANCE WITH THE FOUNDATION'S RECORDS MANAGEMENT POLICY. IN ORDER TO ENSURE COMPLIANCE WITH DONOR INTENT, THE FOUNDATION PLACES ALL ASSETS INTO IDENTIFIABLE FUNDS. IT IS THE ROLE OF THE FOUNDATION TO ONLY APPROVE THOSE EXPENDITURES THAT ARE IN ALIGNMENT WITH DONOR INTENT. EACH EXPENDITURE REQUEST MUST BE SIGNED BY AN AUTHORIZED SIGNER ON THE SOURCE OF FUNDS EQUITY. THIS SIGNATURE AUTHORIZES THE FOUNDATION TO RELEASE THE FUNDS AND ATTESTS THAT THE EXPENDITURE IS CONSISTENT WITH ALL RESTRICTIONS ON THE USE OF THE EQUITY AND HAS NOT BEEN PAID FROM ANY OTHER SOURCE. THE FOUNDATION SHALL DENY A REQUEST IF IT IS DETERMINED UPON REVIEW THAT THE EXPENDITURE DOES NOT MATCH THE DONOR INTENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIKA FUNK | ||||||||||||||
| COO & CCO | $157,653 | $0 | $0 | $0 | $0 | $0 | $29,154 | $0 | $6,587 | $0 | $193,394 | $0 | $0 | $0 |
| JAY D NAMYET | ||||||||||||||
| CIO | $324,081 | $0 | $0 | $0 | $0 | $0 | $46,716 | $0 | $19,795 | $0 | $390,592 | $0 | $0 | $0 |
| R PAUL WEINHOLD | ||||||||||||||
| PRESIDENT/CEO | $330,172 | $0 | $0 | $0 | $3,998 | $0 | $46,716 | $0 | $18,979 | $0 | $399,865 | $0 | $0 | $0 |
| MARK BOLME | ||||||||||||||
| DIRECTOR APPLICATION PROGR | $119,569 | $0 | $0 | $0 | $0 | $0 | $22,625 | $0 | $17,479 | $0 | $159,673 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT/CEO WAS REIMBURSED FOR SPOUSAL TRAVEL THAT DID NOT MEET THE IRS REQUIREMENT FOR BUSINESS PURPOSE AND FOR RECEIPT OF A GIFT. BOTH BENEFITS WERE TREATED AS TAXABLE COMPENSTATION. THE REIMBURSEMENT AND TREATEMENT AS COMPENSATION WAS APPROVED BY THE BOARD FOR $5,426. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 80 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,906,248 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERGE HIGH/LOW QUOTE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $744,435 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $81,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LIFE INS. | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $151,788 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT REPORTED REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. |
| PART I, LINE 32B: | THE FOUNDATION RECEIVES GIFTS OF NONCASH CONTRIBUTIONS MOST COMMONLY IN THE FORM OF MARKETABLE SECURITIES AND REAL PROPERTY. IT IS THE FOUNDATION'S POLICY TO CONVERT GIFTS INTO CASH AS SOON AS PRACTICALLY AND PRUDENTLY POSSIBLE TO MEET THE NEEDS AND DIRECTIVES OF DONORS. THIRD PARTIES MAY FACILITATE THE ACCEPTANCE PROCESS AND SALE OF NONCASH GIFTS BY (1) PROVIDING EXPERT INFORMATION AND SERVICES ON MARKET VALUE AND MARKETABILITY, (2) PROVIDING TITLE SEARCH, APPRAISALS, ENVIRONMENTAL AUDITS, AND OTHER PROFESSIONAL REPORTS, AND (3) COMPLETION OF RELATED LEGAL DOCUMENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE MEETS TO REVIEW AND APPROVE THE 990 PRIOR TO FILING. A REPORT IS MADE AT THE FOLLOWING FULL BOARD MEETING. A COPY OF THE FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL TRUSTEES PRIOR TO FILING. THE FOUNDATION ANNUALLY PROVIDES TRAINING TO THE TRUSTEES TO UNDERSTAND THE CONTENT OF THE FORM 990 BOTH IN GENERAL AND AS TO SPECIFIC INFORMATION FOR THE CURRENT FILING YEAR. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE REVIEW OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE MANAGEMENT OF DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST STATEMENT POLICY. BOTH TRUSTEES AND EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND UPON OCCURRENCE OF A MATERIAL CHANGE IN THE INFORMATION DISCLOSED. ALL FORMS ARE LOGGED AND REVIEWED TO IDENTIFY THOSE WHO HAVE INDICATED A POTENTIAL CONFLICT. A DESIGNATED EXECUTIVE MANAGEMENT GROUP REVIEWS THOSE WITH POTENTIAL CONFLICTS TO DETERMINE IF THERE TRULY IS A CONFLICT OF INTEREST. FOR TRUSTEES, A CONFLICT OF INTEREST LOG IS MAINTAINED AND AVAILABLE FOR REFERENCE AT ALL BOARD MEETINGS. PRIOR TO VOTE, THE BOARD CHAIR WILL IDENTIFY ANY INDIVIDUALS WHO MUST ABSTAIN FROM VOTING DUE TO A CONFLICT OF INTEREST. FOR EMPLOYEES, ANY TRUE CONFLICTS ARE DISCUSSED WITH THE EMPLOYEE AND HUMAN RESOURCES AND THE EMPLOYEE WILL BE RESTRICTED FROM PARTICIPATION IN A TRANSACTION DIRECTLY RELATED TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEE'S EXECUTIVE COMPENSATION COMITTEE DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL A COMPENSATION PHILOSOPHY AND THE PRESIDENT/CEO TOTAL COMPENSATION PACKAGE IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS, AND REVIEWS AND APPROVES MEASURABLE GOALS AND OBJECTIVES FOR THE PRESIDENT/CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION WEBSITE, WWW.UOFOUNDATION.ORG, PROVIDES THE PUBLIC WITH ACCESS TO VIEW AND PRINT THE MOST RECENT FIVE ANNUAL REPORTS, THE MOST RECENT 990, CONFIDENTIALITY, WHISTLEBLOWER, CONFLICT OF INTEREST AND OTHER GOVERNANCE POLICIES. ADDITIONALLY, ALL TRUSTEES HAVE ACCESS TO, VIA THE WEBSITE, THE ARTICLES OF INCORPORATION, BYLAWS, COMMITTEE CHARTERS, ALL COMMITTEE AND FULL BOARD MEETING MINUTES, AND MEMO OF UNDERSTANDING WITH THE UNIVERSITY. THE FOUNDATION ALSO PROVIDES HARDCOPIES OF THE ANNUAL REPORTS UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL CHAMPIONSHIP PROPERTIES LLC | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 201644870 | TO FACILITATE THE CONSTRUCTION OF A NEW BASKETBALL ARENA | OR | $7 | $0 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION II LLC | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 936015767 | TO ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR THE USE BY THE UO | OR | $94,130 | $800,316 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION III LLC | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 936015767 | TO ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR THE USE BY THE UO | OR | $362,305 | $4,369,399 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION PK LLC | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 936015767 | TO FACILITATE FUNDING FOR THE EXPANSION OF THE BASEBALL FACILITIES | OR | $3,318 | $9,009,036 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION FRANKLIN LLC | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 936015767 | TO ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR THE USE BY THE UO | OR | $251,409 | $2,148,254 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION MILLRACE LLC | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 936015767 | TO ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR THE USE BY THE UO | OR | $60,720 | $8,904,267 | UNIVERSITY OF OREGON FOUNDATION |
| PHIT LLC | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 264501534 | TO EXPEDITE RENOCATION AND CONSTRCUTION OF FACILITIES FOR THE UO | OR | $34,331 | $12,368,825 | UNIVERSITY OF OREGON FOUNDATION |
| PHIT TOO LLC | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 461748891 | TO ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR THE USE BY THE UO | OR | $2,252,907 | $5,614 | UNIVERSITY OF OREGON FOUNDATION |
| OREGON FUTURE EXPANSION OB | |||||||||
| C/O UNIVERSITY OF OREGON FOUNDATION | EUGENE | OR | 97403 | 936015767 | TO ACQUIRE AND CONSTRUCT REAL PROPERTY FOR USE IN EDUCATION UO STUDENTS | OR | $0 | $69,281 | UNIVERSITY OF OREGON FOUNDATION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| 9 CHARITABLE REMAINDER ANNUITY TRUST | |||||||
| 1720 E 13TH AVE SUITE 410 | EUGENE | OR | 974032253 | ANNUITY TRUST | OR | T | 0 |
| 109 CHARITABLE REMAINDER TRUST | |||||||
| 1720 E 13TH AVE SUITE 410 | EUGENE | OR | 974032253 | REMAINDER TRUST | OR | T | 0 |
| 2 POOLED INCOME FUND | |||||||
| 1720 E 13TH AVE SUITE 410 | EUGENE | OR | 974032253 | INCOME FUND | OR | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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