2026-05-01T17:50:14-04:00 2025-06-30 930819646 JONES & ROTH PC PO BOX 10086 EUGENE OR 97440 990 2024-07-01 237030910 SOUTHERN OREGON UNIVERSITY FOUNDATION SOUT 5415526129 1250 SISKIYOU BLVD ASHLAND OR 97520 JANET FRATELLA EXECUTIVE DIRECTOR 5415526127 2026-04-29 true true FRITZ S DUNCAN P00036435 5416872320 2026-04-29 2024 2025-03-06 01:10:19Z JANET FRATELLA 1250 SISKIYOU BLVD ASHLAND OR 97520 14306195 false X GIVING.SOU.EDU X 1959 OR THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. 37 37 0 75 0 7909892 8849685 0 1806364 3769083 91201 199838 9807457 12818606 1936896 2159994 0 0 0 0 4505273 8195706 6442169 10355700 3365288 2462906 59769258 65592707 2157215 3834620 57612043 61758087 X THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. false false 8781883 2159994 THE SOUTHERN OREGON UNIVERSITY FOUNDATION PROVIDES FUNDS TO SUPPORT AND PROMOTE ACADEMIC AND ATHLETIC PROGRAMS, THE UNIVERSITY ART MUSEUM AND LIBRARY OPERATIONS, AND STUDENT AND ALUMNI ACTIVITIES OF SOUTHERN OREGON UNIVERSITY. THE FOUNDATION PROVIDED 8,600,000 OF SCHOLARSHIPS, GRANTS AND AWARDS TO STUDENTS AND ACADEMIC DEPARTMENTS AND PROGRAMS AT SOUTHERN OREGON UNIVERSITY. SOUTHERN OREGON UNIVERSITY OFFERS 50 MAJORS AND MORE THAN 100 AREAS OF STUDY TO ITS 5,000 STUDENT ENROLLMENT OF UNDERGRADUATES AND GRADUATES. 8781883 true true false false false false false true false true true false false false true false true false false false false false false false true false false false true true false false false false false false false false true false false false false true false false false true 9 0 0 false false false false false true true false false false false false false false false X 37 37 true false false false false false false true true false true true true true true true true true false false false OR X X X JANET FRATELLA 5415526129 1250 SISKIYOU BLVD ASHLAND OR 97520 JANET FRATELLA EXECUTIVE DI 40.00 X 0 199596 74918 CORINA RAMPOLA DIRECTOR OF 40.00 X 0 85451 33750 SUE KUPILLAS PAST PRESIDE 1.00 X X 0 0 0 JIM TEECE PRESIDENT 1.00 X X 0 0 0 GENE PELHAM VICE PRESIDE 1.00 X X 0 0 0 SUE COLLINS SECRETARY 1.00 X X 0 0 0 DAVID WRIGHT TREASURER 1.00 X X 0 0 0 TED ADAMS TRUSTEE 1.00 X 0 0 0 MARC BAYLISS TRUSTEE 1.00 X 0 0 0 ALYCIA BLEEKER TRUSTEE 1.00 X 0 0 0 KELLY COATES TRUSTEE 1.00 X 0 0 0 TOM CURRAN TRUSTEE 1.00 X 0 0 0 CHRIS CUSHMAN TRUSTEE 1.00 X 0 0 0 SID DEBOER TRUSTEE 1.00 X 0 0 0 DAN DECENA TRUSTEE 1.00 X 0 0 0 ART DIEDERICH TRUSTEE 1.00 X 0 0 0 CHRISTINE DONCHIN TRUSTEE 1.00 X 0 0 0 PEG EVANS TRUSTEE 1.00 X 0 0 0 ARMANDO LOPEZ TRUSTEE 1.00 X 0 0 0 BLAIR MOODY TRUSTEE 1.00 X 0 0 0 FRED MOSSLER TRUSTEE 1.00 X 0 0 0 RYAN RINGER TRUSTEE 1.00 X 0 0 0 MARK PINGLE TRUSTEE 1.00 X 0 0 0 MOIRA BUCKLEY TRUSTEE 1.00 X 0 0 0 PHILIP SMITH TRUSTEE 1.00 X 0 0 0 DAVID STORK TRUSTEE 1.00 X 0 0 0 SHAN SUTHERLAND TRUSTEE 1.00 X 0 0 0 DAN THORNDIKE TRUSTEE 1.00 X 0 0 0 BARBARA TYLER TRUSTEE 1.00 X 0 0 0 TIM WILLIAMS TRUSTEE 1.00 X 0 0 0 RYAN WINES TRUSTEE 1.00 X 0 0 0 RON WORLAND TRUSTEE 1.00 X 0 0 0 STEPHANIE HAYNES STUDENT TRUS 1.00 X 0 0 0 RICK YOUNG TRUSTEE 1.00 X 0 0 0 LARRY COOPER AFFILIATE TR 1.00 X 0 0 0 LAURA SIMONDS AFFILIATE TR 1.00 X 0 0 0 ROBERTA BHASIN AFFILIATE TR 1.00 X 0 0 0 ROY SCARBROUGH AFFILIATE TR 1.00 X 0 0 0 GREG ROE AFFILIATE TR 1.00 X 0 0 0 285047 108668 false true false 651488 8198197 1673895 8849685 2229504 2229504 2943685 1404106 1539579 1539579 1539579 140112 651488 83483 56629 56629 OTHER REVEUE 900099 143209 143209 143209 12818606 3968921 2159994 2159994 91550 91550 216408 216408 86463 86463 2287 2287 140835 140835 105479 105479 66111 66111 6652 6652 PROGRAM SUPPORT 6345067 6345067 OTHER ADMIN SUPPORT 1059462 60414 999048 DUES 32891 32891 BOARD MEETINGS 15359 15359 27142 27142 10355700 8781883 1573817 0 1574837 1054047 22628 2362566 9364403 9174140 3734 3791 734000 734000 734000 48048148 52234156 21508 30007 59769258 65592707 60845 61491 419350 485475 1677020 3287654 2157215 3834620 X 4156177 3893963 53455866 57864124 57612043 61758087 59769258 65592707 X 2462906 1693655 -10517 X false true X true false X 3676343 7455670 13832145 7909892 8849685 41723735 772239 955199 922738 998147 1059588 4707911 4448582 8410869 14754883 8908039 9909273 46431646 12666124 33765522 1063728 1818922 1598506 1789433 2229504 8500093 94523 306024 141940 165658 283321 991466 55923205 0.60380 0.56630 X PART II, LINE 10 MISCELLANEOUS INCOME 991,466 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30007 X X false 36760771 2099150 5094447 1436475 42517893 33369211 609624 4536648 1754712 36760771 31947842 1218593 1856893 1654117 33369211 34845933 4150460 -5175533 1873018 31947842 27192998 859687 8374993 1581745 34845933 0.73730 0.26270 false false 725000 725000 9000 9000 734000 DUE TO RELATED ENTITY 2867020 OBLIGATIONS FOR SPLIT-INT AGREEMENTS 420634 3287654 15644815 1693655 1059588 -10517 2742726 12902089 -83483 -83483 12818606 11498771 1059588 83483 1143071 10355700 10355700 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 265 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR- RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN SPLIT INTEREST AGREEMENTS -10,517 SCHEDULE D, PAGE 4, PART XI, LINE 4B DIRECT FUNDRAISING -83,483 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING 83,483 LITHIA/RAIDER C 744900 616294 128606 43506 28042 WRESTLING GOLF 46700 35194 11506 11882 53 791600 651488 140112 55388 28095 83483 56629 false SOU SCHOLARSHIPS 556 2159994 X true true false false false false false false false false false JANET FRATELLA EXECUTIVE DIRECTOR 199596 53558 21360 274514 SCHEDULE J, PAGE 1, PART I, LINE 1A COUNTRY CLUB MEMBERSHIP FOR THE EXECUTIVE DIRECTOR X 14 1641710 FMV X SUPPLIES 1 32185 FMV false true false FORM 990 - ORGANIZATION'S MISSION THE SOUTHERN OREGON UNIVERSITY FOUNDATION WAS ESTABLISHED TO SUPPORT AND PROMOTE THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF THE SOUTHERN OREGON UNIVERSITY AND PROGRAMS AND ACTIVITIES OCCURRING ON ITS CAMPUSES OR IN ITS FACILITIES OR UNDERTAKEN BY IT IN COORDINATION WITH OTHER EDUCATIONAL, SCIENTIFIC, OR CHARITABLE INSTITUTIONS. SUPPORTING AND PROMOTING INCLUDES ACTIVITIES TO SOLICIT, ACQUIRE, RECEIVE, OWN, MANAGE, INVEST, AND DISPOSE OF ANY REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF SOUTHERN OREGON UNIVERSITY. FORM 990, PAGE 1, PART I, LINE 6 MOST VOLUNTEERS SERVE ON THE BOARD OF DIRECTORS AND PROVIDE GOVERNANCE, OVERSIGHT, ADVOCACY, AND FUNDRAISING SUPPORT. FORM 990, PAGE 6, PART VI, LINE 2 TOM CURRAN BARBARA TYLER TRUSTEE TRUSTEE MARRIED FORM 990, PAGE 6, PART VI, LINE 11B THE NOMINATING & BOARD GOVERNANCE COMMITTEE PERFORMS AN INITIAL REVIEW OF THE FORM 990 FOR ISSUES RELATED TO GOVERNANCE. THE FINANCE & AUDIT COMMITTEE PERFORMS AN INITIAL REVIEW OF THE FORM 990 FOR ISSUES RELATED TO FINANCE. THE FULL BOARD OF TRUSTEES THEN REVIEWS AND APPROVES OF THE FORM 990 ONLY AFTER IT HAS BEEN APPROVED AND FORWARDED BY BOTH COMMITTEES. FORM 990, PAGE 6, PART VI, LINE 12C A MAJORITY OF THE BOARD OF TRUSTEES WOULD NOT BE IN A POSITION WHERE THEY WOULD BE INVOLVED WITH THE SOU FOUNDATION. SINCE THESE RELATIONSHIPS ARE NOT ROUTINE, THEY ARE EASILY IDENTIFIABLE AND THE DIRECTOR OF FINANCE CLOSELY MONITORS AND REVIEWS ALL TRANSACTIONS. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF ALL DOCUMENTS ARE MAINTAINED ON FILE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN SPLIT INTEREST AGREEMENTS -10,517 DIRECT FUNDRAISING 83,483 DIRECT FUNDRAISING -83,483 TOTAL -10,517 SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 472963287 EDUCATION OR 6 N/A false false true true false false false false false false false false false false true true true false false false SOUTHERN OREGON UNIVERSITY B 8616753 COST SOUTHERN OREGON UNIVERSITY C 32185 COST SOUTHERN OREGON UNIVERSITY O 1059588 COST SOUTHERN OREGON UNIVERSITY P 999048 COST