2012-04-20T13:07:40-05:00 2011-06-30 KPMG LLP 801 Second Avenue Suite 900 Seattle WA 98104 990 2010-07-01 237083114 OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION OREG 5032281730 1121 SW SALMON STREET 100 PORTLAND OR 972052021 Lori Mueller 5032208316 2012-04-02 ROBISON Sue 2069134000 2010 2016-02-24 21:20:13Z Constance French 1121 SW Salmon Street 100 Portland OR 972052021 282441494 false X www.ohsufoundation.org X 1970 OR OHSUF is a nonprofit organization established in 1970 dedicated to secure private philanthropic support for OHSU and to invest and manage gifts responsibily in accordance with donors' wishes. 52 42 137 100 83745 0 44879952 64195945 1077312 3605635 18253895 29914221 2002578 -44546 66213737 97671255 40446149 82427801 0 8405836 9106328 0 5398235 3083573 3437467 51935558 94971596 14278179 2699659 649183016 682692950 40465259 37356769 608717757 645336181 Oregon Health & Science University Foundation is a nonprofit organization established in 1970 dedicated to secure private philanthropic support for OHSU and to invest and manage gifts responsibly in accordance with donors' wishes. false false 82790604 82325950 3271750 Contributions, grants, and transfers to Oregon Health and Science University for research leading to the prevention and treatment of disease, teaching, and institutional support and maintenance. See Schedule O for more information. 101851 101851 101851 Grants and transfers to support programs of other charitable, medical, and educational organizations. 82892455 true true false false true false false false true true true false false true false true false false false false false false false true false false true false true false false false false false true true true true true false false false true false false false false true 243 0 true 137 true true true false false false false true true true 1 false false true false false false false X 52 42 true false false false false false false true true false false false true true true true true true true false OR WA X LORI MUELLERVP FIN ADMIN 5032281730 1121 SW SALMON STREET 100 Portland OR 97205 X Steven W Beadnell DMD 1.0 X 0 12607 293 Ronald G Brake 1.0 X 0 0 0 Maureen D Casey 1.0 X 0 0 0 Truman W Collins JR 1.0 X 0 0 0 Reid S Connell JR PhD 1.0 X 0 1196 0 Alice B Davies 1.0 X 0 0 0 John W Dixon 1.0 X 0 0 0 Wayne A Drinkward 1.0 X 0 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Smith PhD 1.0 X 0 119967 18640 Patricia L Smith 1.0 X 0 0 0 Gordon D Sondland 1.0 X 0 0 0 Nicholas J Stanley 1.0 X 0 0 0 Julie N Stott 1.0 X 0 0 0 Keith L Thomson 1.0 X X 0 0 0 Ronald E Timpe 1.0 X 0 0 0 Marcia S Walsh 1.0 X 0 0 0 Malia H Wasson 1.0 X 0 0 0 Roderick C Wendt 1.0 X 0 0 0 Mary D Wilcox 1.0 X X 0 0 0 Janet Fratella 40.0 X 122308 0 19719 Constance French 40.0 X 271080 0 51026 Joy McCammon 40.0 X 114343 0 23864 Lori Mueller 40.0 X 162237 0 40602 Sarah Panetta 40.0 X 72147 0 4662 Allan Price 40.0 X 488060 0 71833 Susan Nicol 40.0 X 178016 0 38061 Julie Fitzgerald 40.0 X 130686 0 30116 William P Sommerfeld 40.0 X 112387 0 23344 Rachel Stroud 40.0 X 109152 0 22867 Lori Sweeney 40.0 X 104112 0 32978 Drew Hunsinger 40.0 X 111912 0 21330 Dorothy Metaj 40.0 X 140689 0 23500 2117129 1505585 526979 12 true true false McKinsey Company Incorporated PO Box 7247-7255 PHILADELPHIA PA 191707255 Consulting Services 900000 Cambridge Associates PO Box 10317 UNIONDALE NY 115550317 Investment Expense 591792 KPMG LLP PO Box 120001 DALLAS TX 753120771 Accounting Services 193878 Grenzebach Glier Associates Inc PO Box 88277 Dept A CHICAGO IL 606801277 Fundraising Services 144604 Tonkon Torp LLP 888 SW FIFTH AVENUE 1600 Pioneer T PORTLAND OR 972042099 Legal Services 130302 5 39669 750475 86638 63319163 30840757 64195945 EDUCATION OF PUBLIC 900099 1450531 1450531 0 0 ALUMNI/OUTREACH ACTIVITY 900099 381374 381374 0 0 MANAGEMENT SERVICE FEES 900099 1541696 1541696 0 0 RESEARCH ACTIVITY AGMTS 900099 232034 0 0 232034 3605635 12651500 0 83745 12567755 0 0 143200360 58504515 131987045 52455109 11213315 6049406 17262721 0 0 17262721 283539 750475 328085 -44546 0 -44546 0 0 0 97671255 3373601 83745 30017964 82427801 82427801 0 0 0 1696746 83509 920315 692922 0 0 0 0 5357288 200761 2769691 2386836 478096 20480 239141 218475 1029918 45143 579868 404907 544280 21685 282395 240200 0 159971 7573 118637 33761 285161 17110 268051 0 0 0 0 481522 12991 203531 265000 112248 666 10437 101145 604025 12900 202092 389033 127948 5509 86308 36131 0 400157 9950 155883 234324 121829 2401 37612 81816 0 102726 1736 27195 73795 0 0 145950 8757 137193 0 45069 2704 42365 0 SPONSORED EVENTS 302468 5383 84326 212759 OTHER INVESTMENT EXPENSES 338170 0 338170 0 OTHER FUNDRAISING 27131 0 0 27131 OTHER MGMT & ADMIN 177696 0 177696 0 OTHER PROGRAM SERVICES 5396 5396 0 0 94971596 82892455 6680906 5398235 6967196 2917819 14663450 15951115 103003978 92585675 1313344 2039354 1301739 1300000 137618 68569 1613100 1065750 621576 547350 356020420 379905160 156687743 181051125 8465952 6326783 649183016 682692950 2040014 2080977 38425245 35275792 40465259 37356769 X 478525823 493271850 621576 547350 129570358 151516981 608717757 645336181 649183016 682692950 X 2699659 33918765 X false true true X false X 76545623 53540188 92656010 44879952 64195945 331817718 0 0 76545623 53540188 92656010 44879952 64195945 331817718 4840170 326977548 12404024 13443262 14400561 12334425 12651500 65233772 0 48491 48819 0 40945 138255 0 397189745 3605635 0.82323 0.73400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 2725 34000 1198149 true true 264921832 22748851 52587529 1938852 10973004 4668562 322677794 244903795 8803340 27631831 1690536 11671717 3054881 264921832 322760382 11431155 -71518318 1655370 12445471 3668583 244903795 0.38600 0.60320 0.01080 false false 0 0 327719 101116 226603 1285381 964634 320747 547350 EQUITIES 116231492 F OTHER LONG-TERM INVESTMENTS 63750942 F OTHER SHORT-TERM INVESTMENTS 1068691 F 181051125 0 DUE TO OHSU 18004221 LIABILITY FOR LIFE INCOME AGREEMENTS 15302699 DUE TO OTHER INSTITUTIONS 1494285 LEASE INCENTIVES 474587 35275792 97671255 94971596 2699659 38123971 -5986694 1781488 33918765 36618424 130800518 38123971 1781488 39905459 90895059 6776196 6776196 97671255 94182094 94182094 -5986694 6776196 789502 94971596 Part XI, Line 8 - Other Changes in Net Assets or Fund Balances Change in Value of Life Income Agreements 1,781,488 ----------- Total 1,781,488 Part XII, Line 2d - Other Excluded Revenue Change in Value of Life Income Agreements 1,781,488 ----------- Total 1,781,488 Part XII, Line 4b - Other Included Revenue Reclassed Revenue 6,776,196 ----------- Total 6,776,196 Part XIII, Line 4b - Other Included Expenses Reclassed Expenses 6,776,196 ----------- Total 6,776,196 Part XIV - Intended Uses of Endowment Fund An endowed fund may support a specific Oregon Health and Science University school, department, research institute or program. It also may support specific people or purposes such as a faculty professorship or chair, scholarship or fellowship, research activity, visiting lecturer or patient care. Music Gala 318015 270975 47040 186376 Surgery Golf 161120 68792 92328 51095 25 554879 410708 144171 90614 1034014 750475 283539 328085 328085 -44546 false Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 OHSU 16880529 5875 Fair Market Value Various Research and develop. Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 OHSU 9449442 364988 Fair Market Value Various Academic admin. And supp. Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 OHSU 4377315 76049 Fair Market Value Various Instructional Activities Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 OHSU 1782378 15000 Fair Market Value Various Institutional support, admin. Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 OHSU 1627729 14916 Fair Market Value Various Public service Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 OHSU 42152215 0 N/A N/A Capital projects and planning Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 OHSU 1792120 0 N/A N/A Student aid and training Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 OHSU 3778645 8749 Fair Market Value Various Clinical support Providence St Vincent Medical Foundation 9205 SW Barnes Road Portland OR 97225 930575982 501(c)(3) 28162 0 N/A N/A Reserach and development Portland Chamber Orchestra PO Box 9024 Portland OR 97207 930556942 501(c)(3) 71500 0 N/A N/A Public service 2 1 X true true X X X X false false false false false false false false false false Norwood W Knight-Richardson 0 349388 0 5250 0 0 0 29400 0 215 0 384253 0 0 Joseph E Robertson JR MD MBA 0 925517 0 76660 0 15000 0 73255 0 1274 0 1091706 0 0 Constance French 271080 0 0 0 0 0 29400 0 21626 0 322106 0 0 0 Lori Mueller 162237 0 0 0 0 0 20048 0 20554 0 202839 0 0 0 Allan Price 404815 0 80000 0 3245 0 53762 0 18071 0 559893 0 0 0 Susan Nicol 174771 0 0 0 3245 0 21160 0 16901 0 216077 0 0 0 Julie Fitzgerald 130686 0 0 0 0 0 15951 0 14165 0 160802 0 0 0 Dorothy Metaj 140689 0 0 0 0 0 17324 0 6176 0 164189 0 0 0 Part 1, Line 1a Relevant Information Regarding Compensation Benefits The organization paid a local social club fees for its president and a key employee. This benefit was treated as taxable compensation. Arlene Schnitzer OHSUF Trustee 511309 Building Lease false Peter Kohler MD OHSUF Trustee 493583 Financial Products false Greg Ness OHSUF Trustee 493583 Financial Products false Eric Parsons OHSUF Trustee 493583 Financial Products false Ronald Timpe OHSUF Trustee 493583 Financial Products false X 2 15975 Appraisal X 34633 Comparable Sales X 153 Comparable Sales X 1 4900 Comparable Sales X 90 28544901 Average Market Value X 5 1840280 Comparable Sales X 8 7596 Comparable Sales X 9 330466 Comparable Sales X Auction Items 150 61853 FMV - Sales Price 2 false true true Part I, Lines 32 Hire and Use of Third Parties The organization partners with Volunteers of America for the collection and sale of gifts of automobiles. The organization also engages the services of real estate agents when selling gifts of real property. The organization uses stock brokers to process and sell securities. The services of marketking firms in the soliciation of planned gifts is also used. Part I, Column b Number of Contributions The organization uses the number of contributions to report the quantities in this column. Form 990, Part III, Line 4a - Program Services Oregon Health & Science University Foundation (OHSUF) is a nonprofit organization established in 1970 to secure private philanthropic support to advance OHSU's vital missions, and to invest and manage gifts responsibly to honor donors' wishes. In FY 10-11, several important gifts from individuals, foundations and corporations allowed the Foundation to raise $100 million in support of Oregon Health and Science University (OHSU). The following are highlights from the year: OHSU leaders launched a campaign to build a new School of Dentistry facility on the Schnitzer Campus on the South Waterfront, raising $19 million toward a $43 million total philanthropic goal. Three significant gifts allowed the Foundation to meet its ambitious fundraising goal: Bonnie and Eugene Skourters, D.M.D., pledged $10 million, ODS Health contributed $5 million, and A-dec pledged $4.53 million in dental equipment. The OHSU Foundation provided more than $82 million in program support to OHSU's healing, discovery, teaching and outreach missions. The Knight Cancer Institute received a $1.5 million anonymous gift to support research efforts and a $6.25 million grant from The Leukemia & Lymphoma Society (LLS), through its prestigious Marshall A. Lichtman Specialized Center of Research (SCOR) research initiative. Casey Eye Institute Director Emeritus Fritz T. Fraunfelder, M.D., and Yvonne M. Fraunfelder committed a testamentary gift valued at $2.8 million to advance the mission of OHSU's renowned eye health and research center. The Walter S. & Luciene Driskill Foundation awarded a $4 million grant to OHSU's world-renowned Blood-Brain Barrier program. The grant will advance OHSU's efforts to develop new, nonsurgical treatments for malignant brain tumors and to share its unique knowledge with the international medical community. Foundation staff coordinated the efforts of hundreds of volunteers, including the 100 volunteer trustees and emeritus trustees. Through its affiliate, the Medical Research Foundation of Oregon, the OHSU Foundation awarded $1.2 million in grants supporting life science research at Oregon research institutions. The Foundation received more than $21 million in bequests and planned gifts facilitated by the Department of Gift Planning and supporting a variety of programs. These include a $1.2 million gift from the Estate of Mary Lou Hansen to benefit the area of greatest need at Doernbecher Children's Hospital, an $801,000 real property gift from Wayne and Sandy Ericksen to benefit OHSU, and IRA rollover gifts from 26 donors totalling more than $793,000 to benefit various areas. Form 990, Part VI, Line 2 - Business or Family Relationships Carmen E. Phillips has a family relationship with Allyn Ford. Arlene D. Schnitzer has a family relationship with Mina Schnitzer. Form 990, Part VI, Line 11b - Form 990 Review Process The VP of Finance and the Controller review the final Form 990, which is prepared by an outside accounting firm. The Form 990 is then provided to the Foundation finance and audit committee, and then to the executive committee. The executive committee review the form and upon its approval, the commitee recommends the final Form 990 to the Board for acceptance and authorization. The return is approved by the voting Board. The President of the Foundation reviews and signs the return before it is filed. To protect the privacy of our donors, donor addresses and names of anonymous donors (if any) are redacted from the version of Schedule B that was reviewed by the committees and the Board of Trustees. Form 990, Part VI, Line 12c - Monitoring and Enforcement of Conflicts An annual conflict of interest questionnaire and statement are provided to each covered person to disclose any interest that could give rise to conflicts of interest. Covered persons include any current and former officer, trustee, director, member of a committee with board delegated powers, highest compensated employees, or key employee, any of whom held the named position within five years from the date the position terminated. Each respondent is asked to sign a disclosure statement which affirms that they a received a copy of the policy, have read and understand the policy, have agreed to comply with the policy, and have responded to the questionnaire to the best of their ability. The completed questionnaire will be provided to the Executive Committee prior to June 30 of each year. After reviewing the disclosure statements as well as any other potential or real conflicts of interest that are identified, the Executive Committee shall notify the OHSU Foundation Vice-President of Finance and Administration of any positive responses to any questions on the disclosure statement; and will follow up with respect to any other disclosures that indicate an actual or potential conflict of interest. This may include, but not limited to, asking the person not to participate in related decisions or recommending appropriate disciplinary and corrective action to the Foundation President and/or Chairman of the Board of Trustees for the OHSU Foundation. As potential conflicts of interest are identified throughout the course of a year, each respondent has an obligation to advise the Executive Committee in writing of the existance of any such real of potential conflict of interest. A respondent may make a presentation at the Executive Committee meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that creates the actual or potential conflict of interest. The Executive committee shall determine to its satisfaction whether the Foundation can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to an actual or potential conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to an actual of potential conflict of interest, the Executive committee shall determine by a majority vote of the disinterested committee members whether the transaction or arrangement is in the Foundation's best interest and whether the transaction is fair to the Foundation, and shall make its decision as to whether to enter into the transaction or arrangement. The Executive Committee will inform the respondent, in writing, of its decision. If the Executive Committee has reasonable cause to believe that a respondent has failed to disclose an actual or possible conflict of interest, it shall inform the respondent of the basis for such belief and afford the respondent an opportunity to explain the alleged failure to disclose. If, after hearing the response of the respondent and making further investigation as may be warranted in the circumstances, the Executive Committee determines that the respondent has in fact failed to disclose an actual or possible conflict of interest, it shall recommend appropriate disciplinary and corrective action to the Foundation President and/or the Chairman of the Board of Trustees for the OHSU Foundation. Form 990, Part VI, Line 15b - Compensation Review & Approval Process Process of determining the compensation: 1. Review and approval by a governing body: A compensation committee is composed of representatives of the OHSU Foundation Board of Trustees with members to include but not limited to the Board chair, immediate past chair, and finance chair. The compensation committee reviews the documentation for approval prior to the presentation of the budget at the June board meeting. 2. Use of data as to comparable compensation: For each position subject to review, comparability data is gathered from any of the following sources: industry surveys, documented compensation of persons holding similar positions in similar organizations, expert compensation studies, or other comparable data. For each time there is a material change to the salary range or compensation package of the affected position and/or person in that position, new data is gathered and new documentation is created. Annual cost-of living increases, based on government cost-of-living figures, would not necessitate new documentation. The comparable compensation report was presented to the compensation committee during the current fiscal year. 3. Contemporaneous documentation regarding decisions: All documentation on final decisions, including deliberations, made by the compensation committee is kept on record in the OHSU Foundation Human Resources Department. This process was last undertaken for the president and senior vice president in Februrary 2011. Form 990, Part VI, Line 19 - Other Org. Documents Publicly Available While federal tax laws do not mandate that the organization's governing documents, conflict of interst policy and financial statements be made available for public inspection, limited information on the governing documents, conflict of interest policy and financial statements are available at the Foundation's website. This information is not readily available for the general public and requests for this information are assessed on a case by case basis by the relevant Foundation employee before disclosure. Form 990, Part VII, Section B, Independent Contractors The work performed by McKisney & Company, Inc. was for program support services done on the behalf of the OHSU Knight Cancer Institute. Form 990, Part XI, Line 5 - Other Changes in Net Assets Net Unrealized Gain on Investments 38,123,971 Change in Value of Life Income Agreements 1,781,488 Investment Fees (5,986,694) ----------- Total 33,918,765 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Steven W. Beadnell, DMD TITLE:Trustee HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ronald G. Brake TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Maureen D. Casey TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Truman W. Collins, JR TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Reid S. Connell, JR, PhD TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Alice B. Davies TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:John W. Dixon TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Wayne A. Drinkward TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ann P. Edlen TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ruth J. Fisher TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Lori B. Flexer TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Mark P. Goodman TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Robert G. Gootee TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Patrick J. Green, JD TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Robert S. Gregg TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:J. Clayton Hering TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Tony L. Hopson TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:James B. Jeddeloh TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sharon A. Kitzhaber TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Norwood W. Knight-Richardson TITLE:Trustee HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Peter O. Kohler, MD TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ruth H. Layton TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Tamara L. Lundgren TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Joseph D. Matarazzo, PhD TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Marcus C. Mundy TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:J. Greg Ness TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Peter C. Olson TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Shirley N. Pape, R.D. TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ronald C. Parker TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Eric E. Parsons TITLE:Vice-Chair HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Stephen S. Pawlowski TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Carmen E. Phillips TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Maria M. Pope TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jill M. Price, DMD TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Gary W. Reynolds, CPA TITLE:Treasurer HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Robert L. Ridgley, JD TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Joseph E. Robertson, JR, MD, MBA TITLE:Trustee HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Richard A. Royse TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Arlene D. Schnitzer TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Mina M. Schnitzer TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Donald R. Shick TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:M. Susan Smith, PhD TITLE:Trustee HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Patricia L. Smith TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Gordon D. Sondland TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Nicholas J. Stanley TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Julie N. Stott TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Keith L. Thomson TITLE:Chair HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ronald E. Timpe TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Marcia S. Walsh TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Malia H. Wasson TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Roderick C. Wendt TITLE:Trustee HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Mary D. Wilcox TITLE:Secretary HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Janet Fratella TITLE:Vice-President HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Constance French TITLE:Sr. Vice-President HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Joy McCammon TITLE:Vice-President HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Lori Mueller TITLE:Vice-President HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sarah Panetta TITLE:Vice-President HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Allan Price TITLE:President HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Susan Nicol TITLE:Executive Director HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Julie Fitzgerald TITLE:Assoc. Vice-President HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William P Sommerfeld TITLE:Director HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Rachel Stroud TITLE:Director HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Lori Sweeney TITLE:Director HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Drew Hunsinger TITLE:Senior Director, Gift Planning HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Dorothy Metaj TITLE:Vice-President HOURS: Oregon Health & Science University 3181 Sam Jackson Park Rd Portland OR 97239 931176109 Hospital, Edu OR NA Henry & Evelyn Barber Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 911797922 CRT OR OHSUF Trust 0 67826 0.60000 Edward and Linda Barnes Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 931291059 CRT OR OHSUF Trust 0 213002 1.00000 Bonnarens CRAT 1121 SW Salmon Street Suite 100 Portland OR 97205 936253657 CRT OR OHSUF 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Donald Fisher Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 936274911 CRT OR OHSUF Trust 0 58111 1.00000 Clara J Fuiten Unitrust #2 1121 SW Salmon Street Suite 100 Portland OR 97205 166555632 CRT OR OHSUF Trust 0 666757 0.80000 Ken and Sally Gauper CRUT 1121 SW Salmon Street Suite 100 Portland OR 97205 931282160 CRT OR OHSUF Trust 0 70230 0.70000 Gisler Charitable Remainder Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 936299006 CRT OR OHSUF Trust 0 30251 1.00000 Lewis Gitlow Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 931285991 CRT OR OHSUF Trust 0 54110 1.00000 Alice L Gustafson Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 936290943 CRT OR OHSUF Trust 0 87415 1.00000 Richard and Ethel Hanson Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 911848330 CRT OR OHSUF Trust 0 82627 1.00000 Alda E Hartfiel CRUT 1121 SW Salmon Street Suite 100 Portland OR 97205 931247409 CRT OR OHSUF Trust 0 127753 1.00000 Dorothy M Heagy 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1.00000 Harley W Lassen Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 931304758 CRT OR OHSUF Trust 0 288381 1.00000 Frances S Latourette Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 931275510 CRT OR OHSUF Trust 0 167131 1.00000 Joseph and Ruth Matarazzo Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 936333972 CRT OR OHSUF Trust 0 245921 1.00000 John and Joan McKillop Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 936297996 CRT OR OHSUF Trust 0 53771 1.00000 Meissner CRUT #1 1121 SW Salmon Street Suite 100 Portland OR 97205 562384707 CRT OR OHSUF Trust 0 185193 1.00000 Meissner CRUT #2 1121 SW Salmon Street Suite 100 Portland OR 97205 562384719 CRT OR OHSUF Trust 0 185284 1.00000 Meissner CRUT #1 1121 SW Salmon Street Suite 100 Portland OR 97205 276142144 CRT OR OHSUF Trust 0 212417 1.00000 Meissner CRUT #2 1121 SW Salmon Street Suite 100 Portland OR 97205 276142178 CRT OR OHSUF Trust 0 212417 1.00000 Lurleen Lemery Miller Unitrust 1121 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& June M Lloyd 800 Willamette Street Suite 200 Eugene OR 97401 916573273 CRT OR US Bank Trust 122877 3192244 1.00000 Gwynne H and Helen J Sharrer Charitable 1121 SW Salmon Street Suite 100 Portland OR 97205 911826871 CRT OR OHSUF Trust 0 126386 1.00000 McMahon Children's CRUT 111 SW Fifth Avenue 6th Floor Po OR 97204 936291460 CRUT OR US Bank Trust 40661 694612 1.00000 Cynthia E Smith CRAT 1121 SW Salmon Street Suite 100 Portland OR 97205 931302250 CRT OR OHSUF Trust 0 0 1.00000 Russell B Standley Charitable Trust PO Box 53456 Phoenix AZ 85072 936229088 Perpetual Trust OR Wells Fargo Trust 5240 164691 1.00000 John R and Doris J Sneddon Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 936350870 CRT OR OHSUF Trust 0 113712 1.00000 John H Stevenson Scholarship Trust PO Box 53456 Phoenix AZ 85072 936058111 Perpetual Trust OR Wells Fargo Trust 5958 162909 1.00000 Ethel E Sojka Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 931271896 CRT OR OHSUF Trust 0 14 1.00000 H David Specht MD Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 726235815 CRT OR OHSUF Trust 0 98495 1.00000 W & R Van Zile Scholarship Trust c/o US Bank PO Box 3168 Portland OR 97208 272884358 Perpetual Trust WA US Bank Trust 0 4915994 1.00000 Douglas C and Leila Cleo Strain Trust 1121 SW Salmon Street Suite 100 Portland OR 97205 936298108 CRT OR OHSUF Trust 0 168259 1.00000 James M and Amy Tsugawa Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 931235148 CRT OR OHSUF Trust 0 120262 1.00000 J C Willis Medical Research Fund PO Box 3168 Portland OR 97208 936275277 Perpetual Trust OR US Bank Trust 13770 465189 1.00000 Neil O Warner CRAT 1121 SW Salmon Street Suite 100 Portland OR 97205 943114467 CRT OR OHSUF Trust 0 0 1.00000 Samuel H Wise Fellowship Fund PO Box 2742 Portland OR 97208 936279037 Perpetual Trust OR Union Bank NA Trust 134517 3031769 1.00000 Angus B and Joan H Steward Unitrust 1121 SW Salmon Street Suite 100 Portland OR 97205 776240357 CRT OR OHSUF 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