2013-02-16T11:22:59-06:00 2012-06-30 STOVER NEYHART & CO 777 NW 9TH ST STE 408 CORVALLIS OR 973306169 990 2011-07-01 936022772 OREGON STATE UNIVERSITY FOUNDATION OREG 5417378064 850 SW 35TH ST CORVALLIS OR 97333 STEVEN SCHAUBLE 5417378064 2013-02-11 true LAWRENCE W STOVER JR CPA 5417541144 2013-02-16 2011 2016-03-07 17:11:31Z 303317790 false X HTTP://WWW.OSUFOUNDATION.ORG X 1947 OR THE OSU FOUNDATION IS A 501(C)(3) NON-PROFIT CORPORATION CHARTERED TO RECEIVE, MANAGE AND ADMINISTER PRIVATE GIFTS TO SUPPORT OREGON STATE UNIVERSITY. PRIVATE SUPPORT DEEPENS THE UNIVERSITY'S IMPACT AND EXTENDS ITS REACH ACROSS THE STATE AND AROUND THE WORLD BY HELPING TO MAKE AN OSU EDUCATION ACCESSIBLE TO QUALIFIED STUDENTS. IT ALSO ALLOWS FACULTY, STAFF, AND STUDENTS TO PUSH THE FRONTIERS OF KNOWLEDGE, CONTRIBUTING TO THE STATE'S PROSPERITY AND ADDRESSING SOME OF THE MOST PRESSING CHALLENGES FACING OUR PLANET AND ITS PEOPLE. 41 41 140 41 5048 4048 66577654 65810983 9837647 12295882 19043349 24136386 6680184 1821 102138834 102245072 0 0 18479156 20196080 0 10832769 42512051 52374471 60991207 72570551 41147627 29674521 563279789 571279168 37197022 41065509 526082767 530213659 X THE OSU FOUNDATION IS A 501(C)(3) NON-PROFIT CORPORATION CHARTERED TO RECEIVE, MANAGE AND ADMINISTER PRIVATE GIFTS TO SUPPORT OREGON STATE UNIVERSITY. PRIVATE SUPPORT DEEPENS THE UNIVERSITY'S IMPACT AND EXTENDS ITS REACH ACROSS THE STATE AND AROUND THE WORLD BY HELPING TO MAKE AN OSU EDUCATION ACCESSIBLE TO QUALIFIED STUDENTS. IT ALSO ALLOWS FACULTY, STAFF, AND STUDENTS TO PUSH THE FRONTIERS OF KNOWLEDGE, CONTRIBUTING TO THE STATE'S PROSPERITY AND ADDRESSING SOME OF THE MOST PRESSING CHALLENGES FACING OUR PLANET AND ITS PEOPLE. false false 7577417 SCHOLARSHIPS & OTHER STUDENT SUPPORT: THE OSU FOUNDATION DISTRIBUTED THESE AMOUNTS TO THE UNIVERSITY IN FY12 TO SUPPORT STUDENTS THROUGH SCHOLARSHIPS, FELLOWSHIPS, AND OTHER AWARDS. THROUGH THE YEARS, DONORS HAVE CREATED OVER 1,800 UNIQUE SCHOLARSHIP AND FELLOWSHIP FUNDS OF VARIOUS TYPES AND AMOUNTS AT THE OSU FOUNDATION. THESE FUNDS HELP ENSURE THAT AN OSU EDUCATION IS ACCESSIBLE TO QUALIFIED STUDENTS, REGARDLESS OF ECONOMIC CIRCUMSTANCES, AND ALLOW THE UNIVERSITY TO RECRUIT AND RETAIN THE BEST AND BRIGHTEST STUDENTS FROM OREGON AND BEYOND. 11473609 CAPITAL PROGRAMS: THE OSU FOUNDATION DISTRIBUTED THESE AMOUNTS TO THE UNIVERSITY IN FY12 TO SUPPORT THE CONSTRUCTION & RENOVATION OF CAMPUS FACILITIES. PROJECTS IN FY12 INCLUDED THE RENOVATION OF FURMAN HALL, THE ICONIC 1902 BUILDING THAT NOW HOUSES THE COLLEGE OF EDUCATION, AND GROUNDBREAKING FOR A NEW BASKETBALL PRACTICE FACILITY. DONORS TO THE CAMPAIGN FOR OSU ARE MAKING POSSIBLE THE CONSTRUCTION OR RENOVATION OF 23 SUCH UNIVERSITY FACILITIES. 15576116 INSTRUCTION AND RESEARCH: THE OSU FOUNDATION DISTRIBUTED THESE AMOUNTS TO THE UNIVERSITY IN FY12 TO SUPPORT TEACHING & RESEARCH. WITH 109 ENDOWED FACULTY POSITIONS AT THE UNIVERSITY, DONORS TO THE OSU FOUNDATION PROVIDE CRITICALLY NEEDED PRIVATE FUNDS TO HELP RECRUIT & RETAIN WORLD-CLASS TALENT IN THE CLASSROOMS & LABS. DURING THE YEAR, FOUNDATION FUNDS HELPED SUPPORT OSU'S INTERNATIONALLY RENOWNED PROGRAMS IN OCEANOGRAPHY, FORESTRY, AND AG SCIENCES, AMONG OTHERS. 20276779 OSU FOUNDATION DISTRIBUTIONS ACCOUNTED FOR AS "OTHER PROGRAM SERVICES" INCLUDE SUPPORT FOR UNIVERSITY AND FOUNDATION OPERATIONS THAT ARE NOT SPECIFICALLY DESIGNATED AS DIRECT STUDENT, FACULTY, OR FACILITIES SUPPORT. AMONG THE INCLUDED DISTRIBUTIONS ARE UNRESTRICTED FUNDS FOR USE AT THE DISCRETION OF DEANS AND PROGRAM LEADERS, SUPPORT FOR INTERCOLLEGIATE ATHLETICS AND CLUB SPORTS, SUPPORT FOR THE LIBRARY AND OTHER CENTRAL SERVICE UNITS, LECTURE SERIES AND OTHER PUBLIC OUTREACH ACTIVITIES, AND ENDOWMENT MANAGEMENT AND OTHER TRANSACTIONAL FEES. 20276779 54903921 true true false true false false false false false true true true false true true false false true false false false false false false true false false false false true false false false false false false false false true false false false false true false false false false true 132 0 true 140 true true true false false false false true true true 3 false false false false false false X 41 41 false false false false false false false true true false true true true true true true true true true true false OR AK AZ CA CO KY ME MD MA MN NH NJ NY OH OK SC UT WA WV X PATTI NOWAK 5417374922 850 SW 35TH STREET CORVALLIS OR 973334046 N CHRISTIAN ANDERSON 2.00 X 0 0 0 PENNY ATKINS 2.00 X 0 0 0 CELIA LEE AUSTIN 2.00 X 0 0 0 STEPHEN BAILEY 2.00 X 0 0 0 DAVID E BENSON 2.00 X 0 0 0 RUTH A BEYER 2.00 X X 0 0 0 CYNTHIA D CAMPBELL 2.00 X 0 0 0 CARL M CASALE 2.00 X 0 0 0 JAMES COLEMAN 2.00 X 0 0 0 JILL W EILAND 2.00 X 0 0 0 GAYLE FITZPATRICK 2.00 X 0 0 0 STEVE GOMO 2.00 X 0 0 0 KEN GRIGGS 2.00 X 0 0 0 SCOTT HILDEBRANDT 2.00 X 0 0 0 ERIC HOFFMAN 2.00 X 0 0 0 WILLIAM M JABS 2.00 X 0 0 0 EDMON R JENNINGS 2.00 X 0 0 0 MARK KRALJ 2.00 X 0 0 0 PAUL LORENZINI 2.00 X X 0 0 0 ELISE F MCCLURE 2.00 X 0 0 0 SUE MCGRATH 2.00 X 0 0 0 PATRICK MENDENHALL 2.00 X 0 0 0 GREGORY MERTEN 2.00 X 0 0 0 NATALIE GIUSTINA NEWLOVE 2.00 X 0 0 0 DIANE D PADDISON 2.00 X 0 0 0 TOD PERKINS 2.00 X 0 0 0 JAMES J PIRO 2.00 X 0 0 0 RODERICK RAY 2.00 X 0 0 0 PATRICIA V RESER 2.00 X 0 0 0 KEVIN M RUSSOMJR 2.00 X 0 0 0 ERIC H SCHOENSTEIN 2.00 X 0 0 0 GREG SERRURIER 2.00 X 0 0 0 HARLEY SMITH 2.00 X 0 0 0 BOND STARKER 2.00 X 0 0 0 PATRICK F STONE 2.00 X X 0 0 0 JUDITH WICKS STREET 2.00 X 0 0 0 DAVID THOMPSON 2.00 X 0 0 0 TOM TOOMEY 2.00 X 0 0 0 TONY WILLIAMS 2.00 X 0 0 0 JAMES YOUDE 2.00 X 0 0 0 STEVEN A ZAMSKY 2.00 X 0 0 0 LYNNE FULLERTON-BAHAM 50.00 X 73049 0 21421 J MICHAEL GOODWIN 50.00 X 389511 0 60528 STEVEN SCHAUBLE 50.00 X 193241 0 48556 SHAWN SCOVILLE 50.00 X 304107 0 64044 KEVIN HEANEY 50.00 X 206988 0 54259 KATHLEEN ANN KRUEGER 50.00 X 131657 0 42627 DAN PETERSON 50.00 X 211473 0 49841 H CAROL VANNATTA 50.00 X 208256 0 44097 ROBERT WESTLUND 50.00 X 160701 0 34992 1878983 420365 34 false true false CHARLES SCHWAB & CO INC 2423 E LINCOLN DR PHOENIX AZ 85016 INVESTMENT MGT. 2488736 SODEXO INC & AFFILIATES 1365 N ORCHARD SUITE 373 BOISE ID 83706 EVENT CATERING 237148 MERCER LLC PO BOX 730182 DALLAS TX 753730182 CONSULTING 140000 SPORTS AIR MANAGEMENT 2009 GRAFTON AV HENDERSON NV 89074 TRAVEL CHARTER 137000 4 65245 232308 65513430 11392941 65810983 MANAGEMENT FEES 7731959 7731959 CONTRACT AGREEMENT WITH OSU 3023854 3023854 FACILITY USAGE 805812 805812 REGISTRATION/CONFERENCE 517073 517073 EVENTS 193991 193991 23193 23193 12295882 12114645 12114645 213094459 201072718 12021741 12021741 12021741 MISCELLANEOUS INCOME 739872 739872 UBI FROM PARTNERSHIP K-1S 900099 5048 5048 ACCRUED ENDOWMENT POOL -24577 -24577 -718522 -718522 1821 102245072 11490070 5048 24938971 1117747 324145 793602 15863652 8337312 2202606 5323734 1328826 365939 962887 1200975 53702 457964 689309 684880 219123 465757 1067 1067 308862 105114 203748 139001 139001 35000 35000 1149576 1149576 1196154 878493 44350 273311 295540 202043 93497 838296 596509 83403 158384 284985 16667 207533 60785 1170880 81235 529839 559806 1976503 1504829 44190 427484 481903 370053 20162 91688 419769 368739 51030 159301 159301 103137 35964 67173 CAPITAL OUTLAY LAND & BLD 11325912 11325912 SPECIAL PROGRAM EXPENSES 9033919 9028867 5052 AWARDS AND SCHOLARSHIPS 8346682 8346682 TRANS. OUT ENDOWMENT FEE 4838694 4838694 10269290 8778106 559726 931458 72570551 54903921 6833861 10832769 13160682 10508891 54215432 44459938 8904 477720 5000 729750 187459 747091 16797686 3996563 9374529 12801123 247275649 268679541 170515428 164979734 68536706 67895380 563279789 571279168 8077566 11888427 592819 29119456 28584263 37197022 41065509 X 1717854 -9717176 225664102 222739056 298700811 317191779 526082767 530213659 563279789 571279168 X 29674521 -25543629 X false true true X false X 74160736 57040431 58010508 66431114 65578675 321221464 74160736 57040431 58010508 66431114 65578675 321221464 21413343 299808121 6630895 6689009 8434373 8822970 10843312 41420559 4048 4048 2887696 3828439 6249854 8457003 2328210 23751202 386397273 16695873 0.77590 0.80250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 42158 42158 72528393 72570551 1000000 250000 false 1000000 1000000 1500000 42158 42158 250000 250000 375000 false false false false false false false false false false false false false false false false false false false false false 445818814 25400516 -9681821 -5969991 -14633011 440934507 379601606 22712792 62794733 -5847492 -13442825 445818814 354858095 15725969 27164546 -4150571 -13996433 379601606 462432355 21365157 -115962870 -4919844 -8056703 354858095 0.05890 0.71940 0.22170 true false false 1427372 1427372 15370314 3996563 11373751 12801123 PARTNERSHIPS 87671613 F COMMINGLED FUNDS 65525428 F MORTGAGES, NOTES, & CONTRACTS 8322055 F OTHER 2156319 F INVESTMENTS RECEIVABLE 1062986 F INVESTMENT INCOME RECEIVABLE 241333 F BLACK BALL TRANSPORT, INC. VOTING F 164979734 SPLIT-INTEREST ASSETS 54450715 CHARITABLE TRUST HELD OUTSIDE 12278093 ARTWORK AND OTHER ASSETS 1166572 67895380 TRUST LIABILITY 18850435 GIFT ANNUITY LIABILITY 7507386 PAYROLL LIABILITIES 1271027 OTHER LIABILITIES 955415 28584263 102245072 72570551 29674521 -24915867 -627762 -25543629 4130892 80852838 -24915867 3523633 -21392234 102245072 102245072 76721946 4151395 4151395 72570551 72570551 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE OSU FOUNDATION HOLDS OVER 1,800 ENDOWED ACCOUNTS. UNIVERSITY DONORS HAVE ESTABLISHED THESE FUNDS TO PROVIDE SUPPORT IN PERPETUITY FOR A VARIETY OF PURPOSES, INCLUDING SCHOLARSHIPS & FELLOWSHIPS, FACULTY POSITIONS, AND GENERAL PROGRAMMATIC SUPPORT. THE UNIVERSITY, FOR EXAMPLE, CURRENTLY HAS 109 ENDOWED FACULTY POSITIONS SUPPORTED WITH SUCH FUNDS. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 REVENUE OF AFFILIATES 3,523,633 EXPENSES OF AFFILIATES -3,301,373 GIFT AND PLEDGE ADJUSTMENTS -850,022 REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D REVENUE OF AFFILIATES 3,523,633 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D EXPENSES OF AFFILIATES 3,301,373 GIFT AND PLEDGE ADJUSTMENTS 850,022 990PTVIII1C 232308 232308 232308 232308 X X true true X X X X X false false false false false false false false false J MICHAEL GOODWIN 334271 50000 5240 41650 18878 450039 STEVEN SCHAUBLE 174181 15000 4060 31012 17544 241797 SHAWN SCOVILLE 271541 25000 7566 42500 21544 368151 KEVIN HEANEY 188318 15000 3670 34615 19644 261247 KATHLEEN ANN KRUEGER 126241 1000 4416 23330 19297 174284 DAN PETERSON 175783 35000 690 35950 13891 261314 H CAROL VANNATTA 186966 20000 1290 32301 11796 252353 ROBERT WESTLUND 150105 1000 9596 25688 9304 195693 FRINGE OR EXPENSE EXPLANATION SCHEDULE J, PAGE 1, PART I, LINE 1A TRAVEL COMPANIONS: IN ACCORDANCE WITH THE OSU FOUNDATION'S FORMAL DISTRIBUTION POLICY, TRAVEL EXPENSES FOR SPOUSES OR OTHER COMPANIONS ARE REIMBURSABLE ONLY IF THE SPOUSE/COMPANION HAS BEEN ASKED TO REPRESENT THE FOUNDATION OR UNIVERSITY IN AN OFFICIAL OR REPRESENTATIVE CAPACITY AND HIS/HER PRESENCE IS CRITICAL FOR THE CONDUCT OF SUCH OFFICIAL BUSINESS. DURING THE REPORTING PERIOD, THE FOUNDATION PAID TRAVEL EXPENSES FOR THE SPOUSE OF THE PRESIDENT/CEO AND THE SPOUSE OF THE SR. VICE PRESIDENT OF DEVELOPMENT TO ATTEND ONE OUT-OF-STATE BOARD OF TRUSTEES MEETING; AND FOR THE PRESIDENT/CEO'S SPOUSE TO JOIN HIM ON OTHER SELECT OUT-OF-STATE FUNDRAISING TRIPS WHERE SPOUSES OF THE PARTICIPATING ALUMNI AND DONORS WERE ALSO INCLUDED. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: DURING THE REPORTING PERIOD, THE FOUNDATION PAID SOCIAL CLUB DUES FOR SEVEN EMPLOYEES. THE MEMBERSHIPS WERE DEEMED CRITICAL FOR THE CONDUCT OF OFFICIAL BUSINESS BY PROVIDING ACCESS TO MEETING AND EVENT FACILITIES FOR THE ORGANIZATION AND FACILITATING THE CULTIVATION AND STEWARDSHIP OF ALUMNI AND DONORS. X 182 4875210 FAIR MARKET VALUE X 3 192464 FAIR MARKET VALUE X 1 2000000 FAIR MARKET VALUE X 2 2500000 THIRD PARTY APPRAISAL X 3 1824197 THIRD PARTY APPRAISAL X 4 1070 FAIR MARKET VALUE false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B BROKERAGE FIRMS SUCH AS CHARLES SCHWAB AND TD AMERITRADE ARE USED TO LIQUIDATE NONCASH GIFTS SUCH AS STOCK. ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE OSU FOUNDATION IS A 501(C)(3) NON-PROFIT CORPORATION CHARTERED TO RECEIVE, MANAGE AND ADMINISTER PRIVATE GIFTS TO SUPPORT OREGON STATE UNIVERSITY. PRIVATE SUPPORT DEEPENS THE UNIVERSITY'S IMPACT AND EXTENDS ITS REACH ACROSS THE STATE AND AROUND THE WORLD BY HELPING TO MAKE AN OSU EDUCATION ACCESSIBLE TO QUALIFIED STUDENTS. IT ALSO ALLOWS FACULTY, STAFF, AND STUDENTS TO PUSH THE FRONTIERS OF KNOWLEDGE, CONTRIBUTING TO THE STATE'S PROSPERITY AND ADDRESSING SOME OF THE MOST PRESSING CHALLENGES FACING OUR PLANET AND ITS PEOPLE. ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D OSU FOUNDATION DISTRIBUTIONS ACCOUNTED FOR AS "OTHER PROGRAM SERVICES" INCLUDE SUPPORT FOR UNIVERSITY AND FOUNDATION OPERATIONS THAT ARE NOT SPECIFICALLY DESIGNATED AS DIRECT STUDENT, FACULTY, OR FACILITIES SUPPORT. AMONG THE INCLUDED DISTRIBUTIONS ARE UNRESTRICTED FUNDS FOR USE AT THE DISCRETION OF DEANS AND PROGRAM LEADERS, SUPPORT FOR INTERCOLLEGIATE ATHLETICS AND CLUB SPORTS, SUPPORT FOR THE LIBRARY AND OTHER CENTRAL SERVICE UNITS, LECTURE SERIES AND OTHER PUBLIC OUTREACH ACTIVITIES, AND ENDOWMENT MANAGEMENT AND OTHER TRANSACTIONAL FEES. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B AFTER PREPARATION AND THOROUGH REVIEW BY THE ORGANIZATION'S CONTROLLER AND TAX ACCOUNTANTS, A DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE FOR FULL REVIEW AND COMMENT. ONCE APPROVED BY THE AUDIT COMMITTEE, THE FINAL FORM 990 IS MADE AVAILABLE TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES VIA OUR DIRECTORS' DESK SECURED WEBSITE. THE TAX RETURN IS THEN FILED WITH THE IRS. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION HAS FORMAL POLICIES AND PROCEDURES IN PLACE FOR ANNUALLY DOCUMENTING POTENTIAL CONFLICTS OF INTERESTS AMONG ITS GOVERNING BODY. AT THE BEGINNING OF EACH FISCAL YEAR, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND CODE OF ETHICS ARE SENT TO ALL NEW AND RETURNING TRUSTEES. EACH TRUSTEE IS ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED FORM INDICATING THAT THEY HAVE READ, UNDERSTAND, AND AGREE TO ABIDE BY THESE DOCUMENTS. ADDITIONALLY, TRUSTEES MUST DISCLOSE IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST PERTAINING TO FOUNDATION BUSINESS. ALL SIGNED RESPONSES AND DISCLOSURES BECOME PART OF THE FOUNDATION'S OFFICIAL RECORDS, AND THE FULL BOARD IS PROVIDED A LIST OF INDIVIDUALS WHO DECLARE POTENTIAL CONFLICTS. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO IS REVIEWED EXTENSIVELY ON AN ANNUAL BASIS. THE BOARD OF TRUSTEES, THROUGH ITS COMMITTEE STRUCTURE, OVERSEES THE DEVELOPMENT OF THE PRESIDENT/CEO'S ANNUAL WORKPLAN AND MONITORS PROGRESS AND PERFORMANCE AGAINST ESTABLISHED GOALS. MONTHLY MEETINGS BETWEEN THE EXECUTIVE COMMITTEE, THE PRESIDENT/CEO, AND MEMBERS OF THE SENIOR LEADERSHIP TEAM ENSURE CLOSE AND FREQUENT MONITORING OF THE ORGANIZATION'S PERFORMANCE AND THE LEADERSHIP OF ITS TOP EXECUTIVE. ADDITIONALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW OF THE TOP EXECUTIVE'S TOTAL COMPENSATION PACKAGE, WHICH INCLUDES A REVIEW OF PERSONAL AND ORGANIZATIONAL PERFORMANCE AND BENCHMARKING OF PEER INSTITUTIONS' COMPENSATION STRUCTURES. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES IS REVIEWED EXTENSIVELY ON AN ANNUAL BASIS. THE EMPLOYEE'S IMMEDIATE SUPERVISOR OVERSEES THE DEVELOPMENT OF AN ANNUAL WORKPLAN AND MONITORS PROGRESS AND PERFORMANCE AGAINST ESTABLISHED GOALS. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW OF THE TOTAL COMPENSATION PACKAGES OF THE ORGANIZATION'S HIGHEST PAID EMPLOYEES, WHICH INCLUDES BENCHMARKING OF PEER INSTITUTIONS' COMPENSATION STRUCTURES. STATES WHERE COPY OF RETURN IS FILED FORM 990, PAGE 6, PART VI, LINE 17 OHIO, OKLAHOMA, SOUTH CAROLINA, UTAH, WASHINGTON, WEST VIRGINIA GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND IRS FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, ANNUAL AUDITED FINANCIAL STATEMENTS AND INFORMATION REGARDING ENDOWMENT HOLDINGS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEB SITE. OTHER EXPENSES FORM 990, PART IX, LINE 24E TRANS. OUT GIFT FEE 2,797,052 PUBLIC RELATIONS 2,547,712 MISCELLANEOUS EXPENSES 1,383,270 MINOR OFFICE EQUIPMENT 630,683 CAPITAL OUTLAY EQUIPMENT 426,757 SUPPLIES-OTHER 409,394 PHONE/INTERNET 327,744 MAINT & REPAIR BUILDING 325,581 RENTAL & LEASE-EQUIPMENT 316,937 BOOKS,PERIODICALS,SUBSCRI 262,417 RENTAL & LEASE - MISC. 182,613 BANK SERVICE CHARGE 182,373 MAINT & REPAIR EQUIPMENT 134,307 DUES AND MEMBERSHIPS 105,695 CAPITAL OUTLAY COMPUTER H 96,223 CAPITAL OUTLAY COMPUTER S 50,637 PHOTOGRAPHY 40,558 MAINT & REPAIR MISC. 21,435 PROPERTY & EXCISE TAX 19,167 MAINT & REPAIR MISC 6,254 LICENSES AND PERMITS 2,485 ROUNDING -4 OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS (24,915,867) REVENUE OF AFFILIATES 3,523,633 EXPENSES OF AFFILIATES (3,301,373) GIFT AND PLEDGE ADJUSTMENTS (850,022) TOTAL OTHER CHANGES IN NET ASSETS (25,543,629) OREGON 4-H CLUB FOUNDATION 850 SW 35TH STREET CORVALLIS OR 97333 930711337 CAMP OPS OR 501(C) 9 N/A false HARVEY RANCH INC 44326 HWY 31 PAISLEY OR 97636 930480881 RANCH OR N/A C CORP 289890 282653 1.00000 TRYSTING TREE GOLF CLUB INC PO BOX 989 EUGENE OR 97440 930974350 GLF COURSE OR N/A C CORP 854967 1716485 1.00000 CHARITABLE REMAINDER ANNUITY TR (4) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT OR N/A TRUST CHARITABLE REMAINDER UNI-TRUST (74) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT OR N/A TRUST CHARITABLE REMAINDER UNI-TRUST (1) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT WA N/A TRUST CHAR REMAINDER UNI-TR NET INC (20) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT OR N/A TRUST CHAR REMAINDER UNI-TR NET INC (1) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT WA N/A TRUST HARVEY RANCH INC 44326 HWY 31 PAISLEY OR 97636 930480881 RANCH OR N/A C CORP 289890 282653 1.00000 TRYSTING TREE GOLF CLUB INC PO BOX 989 EUGENE OR 97440 930974350 GLF COURSE OR N/A C CORP 854967 1716485 1.00000 CHARITABLE REMAINDER ANNUITY TR (4) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT OR N/A TRUST CHARITABLE REMAINDER UNI-TRUST (74) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT OR N/A TRUST CHARITABLE REMAINDER UNI-TRUST (1) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT WA N/A TRUST CHAR REMAINDER UNI-TR NET INC (20) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT OR N/A TRUST CHAR REMAINDER UNI-TR NET INC (1) 850 SW 35TH STREET CORVALLIS OR 97333 INVST MGT WA N/A TRUST false false true false false false false false false false false false false true false false false false OREGON 4-H CLUB FOUNDATION C 325036 ACCOUNTING RECORDS OREGON 4-H CLUB FOUNDATION N 57607 ACCOUNTING RECORDS FYE 6/30/12 IS THE FIRST YEAR FOR WHICH THE ORGANIZATION HAS MADE AN ELECTION UNDER SECTION 501(H)