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OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION (EIN 23-7083114)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-04-30
IRS object ID
201831209349301958
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-30T18:22:22-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11918 Eighth Avenue Suite 2900AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237083114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TARA SIMS CFO - VP FINANCEInCareOfNm
Business Name ControlOREGBusinessNameControlTxt
Phone5032281730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11121 SW SALMON STREET 100AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972052021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTARA SIMSPersonNm
Person TitleINTERIM CFOPersonTitleTxt
Phone5032281730PhoneNum
Signature2018-04-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA M MEYERPreparerPersonNm
PTINP01490170PTIN
Phone2069134000PhoneNum
Preparation2018-04-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.102.5IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id91023620181205000000FederalOriginalSubmissionId
Federal Original Submission Id2018-04-30FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8AEC655B0F1487658F125B45EC57D17AAC91A491AtSubmissionCreationDeviceId
At Submission Filing Device Id20E87B7FD93F25A58694B1B7871239466DB4E0AAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTARA SIMSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11121 SW SALMON STREET 100AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972052021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$546,205,529GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OHSUFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionOHSUF IS A NONPROFIT ORG. ESTABLISHED IN 1970 DEDICATED TO SECURE PRIVATE PHILANTHROPIC SUPPORT FOR OHSU AND TO INVEST AND MANAGE GIFTS RESPONSIBLY IN ACCORDANCE WITH DONORS' WISHES.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee133TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$277,332NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$548,605,923PYContributionsGrantsAmt
CY Contributions Grants$84,611,711CYContributionsGrantsAmt
PY Program Service Revenue$6,518,192PYProgramServiceRevenueAmt
CY Program Service Revenue$7,109,475CYProgramServiceRevenueAmt
PY Investment Income$22,723,096PYInvestmentIncomeAmt
CY Investment Income$10,214,606CYInvestmentIncomeAmt
PY Other Revenue-$144,981PYOtherRevenueAmt
CY Other Revenue-$61,523CYOtherRevenueAmt
PY Total Revenue$577,702,230PYTotalRevenueAmt
CY Total Revenue$101,874,269CYTotalRevenueAmt
PY Grants And Similar Paid$111,982,231PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$111,964,971CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,189,576PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,321,838CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$874,416PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$52,595CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,456,511CYTotalFundraisingExpenseAmt
PY Other Expenses$6,278,482PYOtherExpensesAmt
CY Other Expenses$4,879,103CYOtherExpensesAmt
PY Total Expenses$131,324,705PYTotalExpensesAmt
CY Total Expenses$130,218,507CYTotalExpensesAmt
PY Revenues Less Expenses$446,377,525PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$28,344,238CYRevenuesLessExpensesAmt
Total Assets BOY$1,427,361,867TotalAssetsBOYAmt
Total Assets EOY$1,505,457,807TotalAssetsEOYAmt
Total Liabilities BOY$144,055,644TotalLiabilitiesBOYAmt
Total Liabilities EOY$180,792,843TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,283,306,223NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,324,664,964NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOREGON 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$112,190,372ExpenseAmt
Grant$111,882,578GrantAmt
Revenue$7,027,082RevenueAmt
DescCONTRIBUTIONS, GRANTS, 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$82,393ExpenseAmt
Grant$82,393GrantAmt
Revenue$82,393RevenueAmt
DescGRANTS AND TRANSFERS TO SUPPORT PROGRAMS OF OTHER CHARITABLE, MEDICAL, AND EDUCATIONAL ORGANIZATIONS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$112,272,765TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document219IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee133EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members46GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTARA SIMS CFO - VP FINANCEPersonNm
Phone5032281730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11121 SW SALMON STREET 100AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97205ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Rebecca Auman
Interim President40.00.0Yes (X)Yes (X)$199,122$0$49,639
William A Berg
Vice-Chair, Secretary1.00.0Yes (X)Yes (X)$0$0$0
Brad A Blumenfeld
Trustee1.00.0Yes (X)$0$0$0
Jeffrey M Borlaug
Trustee1.00.0Yes (X)$0$0$0
Nels L Carlson MD
Trustee1.040.0Yes (X)$0$295,822$25,771
Deborah J Carter
Trustee1.040.0Yes (X)$0$113,204$11,466
Maureen D Casey
Trustee1.00.0Yes (X)$0$0$0
Jorge G Casimiro
Trustee1.00.0Yes (X)$0$0$0
Alice B Davies
Trustee1.00.0Yes (X)$0$0$0
Daniel M Dorsa
Trustee1.040.0Yes (X)$0$446,127$69,639
Ann P Edlen
Chair1.00.0Yes (X)Yes (X)$0$0$0
Ruth J Fisher
Trustee1.00.0Yes (X)$0$0$0
George E Glass
Trustee1.00.0Yes (X)$0$0$0
Mark P Goodman
Trustee1.00.0Yes (X)$0$0$0
Robert G Gootee
Trustee1.00.0Yes (X)$0$0$0
Walt Grebe
Trustee1.00.0Yes (X)$0$0$0
J Clayton Hering
Trustee1.00.0Yes (X)$0$0$0
George W Hosfield
Trustee1.00.0Yes (X)$0$0$0
Steve Janik JD
Vice-Chair1.00.0Yes (X)Yes (X)$0$0$0
Don R Kania PhD
Trustee1.00.0Yes (X)$0$0$0
Craig A Kelly
Trustee1.00.0Yes (X)$0$0$0
Mary E Lago CTFA
Trustee1.00.0Yes (X)$0$0$0
Priscilla W Longfield
Trustee1.00.0Yes (X)$0$0$0
Joseph D Matarazzo PhD
Trustee1.00.0Yes (X)$0$0$0
Xandra T McKeown
Trustee1.00.0Yes (X)$0$0$0
J Greg Ness
Trustee1.00.0Yes (X)$0$0$0
Eric E Parsons
Immediate Past Chair1.00.0Yes (X)Yes (X)$0$0$0
Dr Selma Moon Pierce
Trustee1.00.0Yes (X)$0$0$0
Vincent P Price
Trustee1.00.0Yes (X)$0$0$0
Gary W Reynolds
Vice Chair, Treasurer1.00.0Yes (X)Yes (X)$0$0$0
Joseph E Robertson Jr MD MB
Trustee1.040.0Yes (X)$0$1,554,127$110,379
Rich Royse
Trustee1.00.0Yes (X)$0$0$0
Mary Lou Schrader
Trustee1.00.0Yes (X)$0$0$0
Barbara G Silver
Trustee1.00.0Yes (X)$0$0$0
Donald J Sirianni
Trustee1.00.0Yes (X)$0$0$0
Eugene C Skourtes DMD
Trustee1.00.0Yes (X)$0$0$0
Gordon D Sondland
Trustee1.00.0Yes (X)$0$0$0
Nicholas J Stanley
Trustee1.00.0Yes (X)$0$0$0
Julie Neupert Stott
Trustee1.00.0Yes (X)$0$0$0
William R Swindells
Trustee1.00.0Yes (X)$0$0$0
Keith L Thomson
Trustee1.00.0Yes (X)$0$0$0
Ronald E Timpe
Trustee1.00.0Yes (X)$0$0$0
L Keith Todd
President40.00.0Yes (X)Yes (X)$783,528$0$59,761
Dr Steven Ungerleider
Trustee1.00.0Yes (X)$0$0$0
Roderick C Wendt
Trustee1.00.0Yes (X)$0$0$0
Jim Winkler
Trustee1.00.0Yes (X)$0$0$0
Joy McCammon
Vice President40.00.0Yes (X)$218,554$0$51,672
Mary Turina
Vice President40.00.0Yes (X)$335,598$0$63,082
James Ervin
Director40.00.0$172,036$0$50,112Yes (X)
Drew Hunsinger
VP of Development40.00.0$229,212$0$40,322Yes (X)
Tara Sims
INTERIM CFO40.00.0$160,233$0$38,573Yes (X)
Rachel Stroud
Director40.00.0$158,489$0$31,075Yes (X)
Matthew Rabin
SR Director of Development40.00.0$151,911$0$14,925Yes (X)
Dr Peter H Kohler
Former Trustee0.00.0$0$12,000$0Yes (X)
Constance French
Former Senior VP40.00.0$160,932$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,569,615TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,421,280TotReportableCompRltdOrgAmt
Total Other Compensation$616,416TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K27IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KPMG LLP
PO BOX 120001DALLASTX753120771ACCOUNTING SERVICES$180,587
HSP HOLDINGS LLC
1121 SW SALMON STE 500PORTLANDOR97205REAL PROPERTY LEASE$617,385
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Federated Campaigns$20,979FederatedCampaignsAmt
Fundraising$143,626FundraisingAmt
Related Organizations$269,550RelatedOrganizationsAmt
All Other Contributions$84,177,556AllOtherContributionsAmt
Noncash Contributions$38,957,978NoncashContributionsAmt
Total Contributions$84,611,711TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ALUMNI/OUTREACH ACTIVITY900099$632,657$632,657
EDUCATION OF PUBLIC900099$2,009,946$2,009,946
MANAGEMENT SERVICE FEES900099$4,365,584$4,365,584
RESEARCH ACTIVITY AGMTS900099$101,288$101,288
FieldValueIRS element (for citing)
Total Program Service Revenue$7,109,475TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,678,019TotalRevenueColumnAmt
Exclusion$2,678,019ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$135,116,167SecuritiesAmt
Other$316,598,131OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$133,233,316SecuritiesAmt
Other$310,944,395OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,882,851SecuritiesAmt
Other$5,653,736OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,536,587TotalRevenueColumnAmt
Exclusion$7,536,587ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$92,026FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$143,626ContriRptFundraisingEventAmt
Fundraising Direct Expenses$153,549FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$61,523TotalRevenueColumnAmt
Exclusion-$61,523ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,874,269TotalRevenueColumnAmt
Related Or Exempt Func Income$7,109,475RelatedOrExemptFuncIncomeAmt
Exclusion$10,153,083ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$111,964,971TotalAmt
Program Services$111,964,971ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,369,828TotalAmt
Program Services$29,041ProgramServicesAmt
Management And General$643,134ManagementAndGeneralAmt
Fundraising$697,653FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,736,363TotalAmt
Program Services$185,211ProgramServicesAmt
Management And General$4,101,722ManagementAndGeneralAmt
Fundraising$4,449,430FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$820,585TotalAmt
Program Services$17,396ProgramServicesAmt
Management And General$385,265ManagementAndGeneralAmt
Fundraising$417,924FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,665,920TotalAmt
Program Services$35,318ProgramServicesAmt
Management And General$782,149ManagementAndGeneralAmt
Fundraising$848,453FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$729,142TotalAmt
Program Services$15,458ProgramServicesAmt
Management And General$342,332ManagementAndGeneralAmt
Fundraising$371,352FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$117,291TotalAmt
Program Services$610ProgramServicesAmt
Management And General$53,719ManagementAndGeneralAmt
Fundraising$62,962FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$200,864TotalAmt
Program Services$1,044ProgramServicesAmt
Management And General$91,996ManagementAndGeneralAmt
Fundraising$107,824FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$52,595TotalAmt
Fundraising$52,595FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,330,749TotalAmt
Program Services$6,920ProgramServicesAmt
Management And General$609,483ManagementAndGeneralAmt
Fundraising$714,346FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$781,502TotalAmt
Program Services$4,064ProgramServicesAmt
Management And General$357,928ManagementAndGeneralAmt
Fundraising$419,510FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$706,138TotalAmt
Program Services$3,672ProgramServicesAmt
Management And General$323,411ManagementAndGeneralAmt
Fundraising$379,055FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$333,783TotalAmt
Program Services$1,735ProgramServicesAmt
Management And General$152,873ManagementAndGeneralAmt
Fundraising$179,175FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$568,079TotalAmt
Program Services$2,954ProgramServicesAmt
Management And General$260,180ManagementAndGeneralAmt
Fundraising$304,945FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$166,106TotalAmt
Program Services$863ProgramServicesAmt
Management And General$76,077ManagementAndGeneralAmt
Fundraising$89,166FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$450,745TotalAmt
Program Services$2,344ProgramServicesAmt
Management And General$206,441ManagementAndGeneralAmt
Fundraising$241,960FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$123,375TotalAmt
Program Services$641ProgramServicesAmt
Management And General$56,506ManagementAndGeneralAmt
Fundraising$66,228FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$33,012TotalAmt
Program Services$172ProgramServicesAmt
Management And General$15,119ManagementAndGeneralAmt
Fundraising$17,721FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DONOR CULTIVATION$50,301$261$23,038$27,002
OTHER PROGRAM SERVICES$90$90
OTHER MGMT & ADMIN$7,858$7,858
OTHER FUNDRAISING$9,210$9,210

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$130,218,507TotalAmt
Program Services$112,272,765ProgramServicesAmt
Management And General$8,489,231ManagementAndGeneralAmt
Fundraising$9,456,511FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,815,492BOYAmt
EOY$24,378,851EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$613,441,633BOYAmt
EOY$564,665,355EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,338,329BOYAmt
EOY$1,406,324EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,927,680BOYAmt
EOY$2,927,680EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$57,664BOYAmt
EOY$207,004EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,021,201LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,638,693LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$121,571BOYAmt
EOY$382,508EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$539,668,370BOYAmt
EOY$221,645,981EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$238,744,240BOYAmt
EOY$684,378,312EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,246,888BOYAmt
EOY$5,465,792EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,427,361,867BOYAmt
EOY$1,505,457,807EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,752,352BOYAmt
EOY$25,773,321EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$142,303,292BOYAmt
EOY$155,019,522EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$144,055,644BOYAmt
EOY$180,792,843EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$1,091,788,285BOYAmt
EOY$1,117,056,713EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$121,571BOYAmt
EOY$382,508EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$191,396,367BOYAmt
EOY$207,225,743EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,283,306,223BOYAmt
EOY$1,324,664,964EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,427,361,867BOYAmt
EOY$1,505,457,807EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$28,344,238ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$68,767,230NetUnrlzdGainsLossesInvstAmt
Investment Expense-$2,662,010InvestmentExpenseAmt
Other Changes In Net Assets$3,597,759OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$145,096,377CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$107,243,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,808,629CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,605,923CurrentTaxYearMinus1YearAmt
Current Tax Year$84,611,711CurrentTaxYearAmt
Total$572,366,097TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$145,096,377CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$107,243,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$186,808,629CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,605,923CurrentTaxYearMinus1YearAmt
Current Tax Year$84,611,711CurrentTaxYearAmt
Total$572,366,097TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$235,480,983SubstantialContributorsTotAmt
Public Support Total170$336,885,114PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,844,564CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,951,682CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,895,999CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,103,789CurrentTaxYearMinus1YearAmt
Current Tax Year$2,678,019CurrentTaxYearAmt
Total$41,474,053TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$211,053CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,758CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$122,160CurrentTaxYearMinus1YearAmt
Current Tax Year$92,026CurrentTaxYearAmt
Total$621,216TotalAmt
FieldValueIRS element (for citing)
Total Support$614,461,366TotalSupportAmt
Gross Receipts Rltd Activities$26,969,498GrossReceiptsRltdActivitiesAmt
Public Support CY1700.54826PublicSupportCY170Pct
Public Support PY1700.54240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 15FormAndLineReferenceDesc
ExplanationTHE AMOUNTS REPORTED IN THE 2015 COLUMN ON SCHEDULE A HAVE BEEN UPDATED TO PROPERLY TREAT THE FUNDS RECEIVED FROM PHIL AND PENNY KNIGHT AS AN UNUSUAL GRANT. IN SEPTEMBER 2013, PHIL AND PENNY KNIGHT CHALLENGED THE FOUNDATION TO RAISE $500M BY SEPTEMBER 2015 FOR OHSUS KNIGHT CANCER INSTITUTE AND IF THE FOUNDATION WAS SUCCESSFUL, THE KNIGHTS WOULD MATCH THE GIFT. THE FOUNDATION MET THE CHALLENGE IN JUNE 2015, AND SIGNED A GIFT AGREEMENT WITH THE KNIGHTS IN MARCH 2016. AN UNUSUAL GRANT IS DEFINED AS A GIFT THAT IS 1) UNUSUALLY LARGE, 2) UNEXPECTED, AND 3) COULD ADVERSELY AFFECT THE IRC 509 STATUS OF THE ORGANIZATION. $500 MILLION IS A VERY LARGE GIFT PER THE CHRONICAL OF PHILANTHROPY, IT WAS ONE OF THE LARGEST GIFTS MADE THAT YEAR IN THE UNITED STATES. WHEN THE CHALLENGE WAS MADE IN SEPTEMBER 2013, THE FOUNDATION HAS VIDEO THAT DEMONSTRATES JUST HOW UNEXPECTED IT WAS. IF THIS GIFT IS NOT CLASSIFIED AS AN UNUSUAL GRANT, THE IRC 509 STATUS OF THE ORGANIZATION MAY BE JEOPARDIZED RESULTING IN THE FOUNDATION BEING CLASIFIED AS A "PRIVATE FOUNDATION".ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$0DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,072,727DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$362,165,843BeginningYearBalanceAmt
Contributions$22,169,286ContributionsAmt
Investment Earnings Or Losses$53,386,862InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,510,065GrantsOrScholarshipsAmt
Other Expenditures$17,820,860OtherExpendituresAmt
Administrative Expenses$2,408,364AdministrativeExpensesAmt
End Year Balance$414,982,702EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$361,113,030BeginningYearBalanceAmt
Contributions$33,358,601ContributionsAmt
Investment Earnings Or Losses-$6,302,923InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,470,274GrantsOrScholarshipsAmt
Other Expenditures$16,665,108OtherExpendituresAmt
Administrative Expenses$6,867,483AdministrativeExpensesAmt
End Year Balance$362,165,843EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$371,750,138BeginningYearBalanceAmt
Contributions$14,621,859ContributionsAmt
Investment Earnings Or Losses-$694,297InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,401,267GrantsOrScholarshipsAmt
Other Expenditures$14,367,876OtherExpendituresAmt
Administrative Expenses$7,795,527AdministrativeExpensesAmt
End Year Balance$361,113,030EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$334,517,036BeginningYearBalanceAmt
Contributions$11,884,322ContributionsAmt
Investment Earnings Or Losses$45,732,867InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,354,995GrantsOrScholarshipsAmt
Other Expenditures$12,463,936OtherExpendituresAmt
Administrative Expenses$5,565,156AdministrativeExpensesAmt
End Year Balance$371,750,138EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$313,831,435BeginningYearBalanceAmt
Contributions$10,756,773ContributionsAmt
Investment Earnings Or Losses$27,417,682InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,125,541GrantsOrScholarshipsAmt
Other Expenditures$11,782,188OtherExpendituresAmt
Administrative Expenses$3,581,125AdministrativeExpensesAmt
End Year Balance$334,517,036EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.40075BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59286PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00639TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$683,412OtherCostOrOtherBasisAmt
Depreciation$381,798DepreciationAmt
Book Value$301,614BookValueAmt
FieldValueIRS element (for citing)
EquipmentEquipmentGrp

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,337,789OtherCostOrOtherBasisAmt
Depreciation$1,256,895DepreciationAmt
Book Value$80,894BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$382,508TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITIES$575,700,026F
OTHER LONG-TERM INVESTMENTS$108,198,221F
OTHER SHORT-TERM INVESTMENTS$480,065F
FieldValueIRS element (for citing)
Total Book Value Securities$684,378,312TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
DUE TO OHSU$56,037,299
LIABILITY FOR LIFE INCOME AGREEMENT$22,282,835
DUE TO OTHER INSTITUTIONS$2,446,327
LEASE INCENTIVES$200,528
OTHER NONCURRENT LIABILITIES$74,052,533
FieldValueIRS element (for citing)
Total Liability$155,019,522TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$169,118,941TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$68,767,230NetUnrealizedGainsInvstAmt
Other Revenue$3,597,759OtherRevenueAmt
Revenue Not Reported$72,364,989RevenueNotReportedAmt
Revenue Subtotal$96,753,952RevenueSubtotalAmt
Other Revenues Not Included$5,120,317OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$5,120,317RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$101,874,269TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$127,760,200TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$127,760,200ExpensesSubtotalAmt
Investment Expenses Not Incld2-$2,662,010InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$5,120,317OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,458,307ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$130,218,507TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4AN ENDOWED FUND MAY SUPPORT A SPECIFIC DEPARTMENT, PROGRAM, PEOPLE, OR PURPOSES SUCH AS A FACULTY PROFESSORSHIP OR CHAIR, SCHOLARSHIP OR FELLOWSHIP, RESEARCH ACTIVITY, VISITING LECTURER OR PATIENT CARE.
PART XI, LINE 2DCHANGES IN VALUE OF LIFE INCOME AGREEMENTS........$3,597,759
PART XI, LINE 4BRECLASS DCHF REIMBURSEMENT.........................2,532,000 RECLASS INVESTMENT EXPENSE.........................2,662,010 RECLASS SPECIAL EVENT EXPENSE.......................(153,549) RECLASS NEGATIVE EXPENSE FROM SALE OF GIFT PROPERY....79,856 ------------ TOTAL REVENUE INCLUDED ON FORM 990 BUT NOT FINANCIAL STATEMENTS.......................5,120,317
PART XII, LINE 4BRECLASS DCHF REIMBURSEMENT.........................2,532,000 RECLASS INVESTMENT EXPENSE.........................2,662,010 RECLASS SPECIAL EVENT EXPENSE.......................(153,549) RECLASS NEGATIVE EXPENSE FROM SALE OF GIFT PROPERY....79,856 ----------- TOTAL EXPENSES INCLUDED ON FORM 990 BUT NOT FINANCIAL STATEMENTS.......................5,120,317

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonThe Stockade Consulting Group IncPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 Franklin StreetAddressLine1Txt
CitySchenectadyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12305ZIPCd
FieldValueIRS element (for citing)
ActivityPHONE,EMAIL DIRECT MAILActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$63,292GrossReceiptsAmt
Retained By Contractor$52,595RetainedByContractorAmt
Net To Organization$10,697NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$63,292TotalGrossReceiptsAmt
Total Retained By Contractors$52,595TotalRetainedByContractorsAmt
Total Net To Organization$10,697TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dept of SurgeryEvent1Nm
Gross Receipts Event1$133,852GrossReceiptsEvent1Amt
Charitable Contri Event1$88,426CharitableContriEvent1Amt
Gross Revenue Event1$45,426GrossRevenueEvent1Amt
Cash Prizes Event1$840CashPrizesEvent1Amt
Rent Facility Costs Event1$55,351RentFacilityCostsEvent1Amt
Entertainment Event1$8,370EntertainmentEvent1Amt
Other Direct Expenses Event1$45,917OtherDirectExpensesEvent1Amt
Event2Cantwell GolfEvent2Nm
Gross Receipts Event2$75,670GrossReceiptsEvent2Amt
Charitable Contri Event2$33,620CharitableContriEvent2Amt
Gross Revenue Event2$42,050GrossRevenueEvent2Amt
Cash Prizes Event2$1,811CashPrizesEvent2Amt
Rent Facility Costs Event2$17,796RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$7,135OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$26,130GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$21,580CharitableContriOtherEventsAmt
Gross Revenue Other Events$4,550GrossRevenueOtherEventsAmt
Cash Prizes Other Events$1,400CashPrizesOtherEventsAmt
Food And Beverage Other Events$1,460FoodAndBeverageOtherEventsAmt
Entertainment Other Events$800EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$12,669OthDirectExpnssOtherEventsAmt
Gross Receipts Total$235,652GrossReceiptsTotalAmt
Charitable Contributions Tot$143,626CharitableContributionsTotAmt
Gross Revenue Total Events$92,026GrossRevenueTotalEventsAmt
Cash Prizes Total Events$4,051CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$73,147RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,460FoodAndBeverageTotalEventsAmt
Entertainment Total Events$9,170EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$65,721OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$153,549DirectExpenseSummaryEventsAmt
Net Income Summary-$61,523NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109OHSU$69,970,181$266,243FMVSUPPLIESRESEARCH
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109OHSU$16,610,273$178,668FMVSUPPLIESACADEMIC SUPPORT
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109OHSU$6,633,640N/AN/AINSTRUCTION
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109OHSU$664,369$181,461FMVSUPPLIESINSTITUTIONAL SUPPORT
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109OHSU$2,847,420$110,417FMVSUPPLIESPUBLIC SERVICE
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109OHSU$3,351,279N/AN/ACAPITAL PROJECTS AND PLANNING
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109OHSU$3,028,643N/AN/ASTUDENT AID
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109OHSU$8,188,389$5,770FMVSUPPLIESCLINICAL SUPPORT
Providence St Vincent Med Fdn
9205 SW Barnes RoadPortlandOR97225930575982501(C)(3)$27,168N/AN/ARESEARCH
MJ Murdock Charitable Trust
PO Box 1618VancouverWA98668237456468501(C)(3)$30,572N/AN/ARESEARCH
Tides Center
PO Box 29907San FranciscoCA94129943213100501(C)(3)$24,653N/AN/APUBLIC SERVICE INSTRUCTION
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTMAKER'S DESCRIPTION OF HOW GRANTS ARE USED TRANSFERS ARE MADE TO OREGON HEALTH AND SCIENCE UNIVERSITY (OHSU) AND UNRELATED PARTIES BASED ON THESE ENTITIES PROVIDING AUTHORIZED DOCUMENTATION OF SATISFACTION OF DONORS' INTENT. AUTHORIZATION IS CONTROLLED AND LIMITED TO SELECT INDIVIDUALS WITH THE KNOWLEDGE AND RESPONSIBILITY OF ENSURING THE TRANSFERS ARE MADE IN ACCORDANCE WITH DONOR INTENT. DOCUMENTATION CAN INCLUDE PROVIDING LABOR, EQUIPMENT, AND CONSTRUCTION REPORTS PRODUCED THAT SUBSTANTIATE SALARY EXPENSES, EQUIPMENT PURCHASES, AND CONSTRUCTION COSTS INCURRED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
Rebecca Auman
Interim President$188,641$0$0$10,481$0$23,505$0$26,134$0$248,761$0
Nels L Carlson MD
Trustee$0$295,422$400$0$0$15,900$0$9,871$0$321,593$0
Daniel M Dorsa
Trustee$0$374,382$71,745$0$0$63,900$0$5,739$0$515,766$0
Dr Peter H Kohler
Former Trustee$0$12,000$0$0$0$0$0$0$0$0$12,000$0
Joseph E Robertson Jr MD M
Trustee$0$1,211,223$294,154$0$48,750$0$101,000$0$9,379$0$1,664,506$0
L Keith Todd
President$598,565$0$0$39,963$0$34,999$0$24,762$0$843,289$0$145,000
Constance French
Former Senior VP$0$0$160,932$0$0$0$0$0$160,932$0
Joy McCammon
Vice President$217,923$0$0$631$0$26,923$0$24,749$0$270,226$0
Mary Turina
Vice President$317,345$0$0$7,003$0$32,191$0$30,891$0$398,680$0$11,250
James Ervin
Director$167,668$0$0$4,368$0$20,885$0$29,227$0$222,148$0
Drew Hunsinger
VP of Development$228,028$0$0$1,184$0$27,668$0$12,654$0$269,534$0
Tara Sims
INTERIM CFO$159,312$0$0$921$0$19,712$0$18,861$0$198,806$0
Rachel Stroud
Director$157,603$0$0$886$0$18,995$0$12,080$0$189,564$0
Matthew Rabin
SR Director of Development$151,263$0$0$648$0$0$0$14,925$0$166,836$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE ORGANIZATION PAID A LOCAL SOCIAL CLUB FEE FOR TWO KEY EMPLOYEES. THIS BENEFIT WAS REPORTED AND TREATED AS TAXABLE COMPENSATION. WHEN THE PRESIDENT OF OHSU (DR. JOSEPH ROBERTSON, JR.) MEETS WITH DONORS, AND AIR TRAVEL IS REQUIRED, THE FOUNDATION WILL PAY FOR FIRST-CLASS TRAVEL. THIS BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4ASEVERANCE PAYMENTS CONSTANCE FRENCH, FORMER OHSUF OFFICER, RECEIVED SEVERANCE PAYMENTS TOTALING $160,932.
PART I, LINE 4BTHE PRESIDENT, L. KEITH TODD, RECEIVED AN $18,000 PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING 2016.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
J GREG NESS
OHSUF TRUSTEE$1,620,506FINANCIAL PRODUCTSfalse
ERIC E PARSONS
OHSUF TRUSTEE$1,620,506FINANCIAL PRODUCTSfalse
ROBERT G GOOTEE
OHSUF TRUSTEE$1,376,773FINANCIAL PRODUCTSfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$174,925NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$20NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALESMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$11,885NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution149ContributionCnt
Noncash Contributions Rpt F990$38,295,605NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE MARKETMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$3,732NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALESMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$249,802NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOMPARABLE SALESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Auction Items57$39,138FMV - SALES PRICE
Yes (X)VARIOUS15$181,871COMPARABLE SALES
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 32HIRE 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 MARKETING FIRMS IN THE SOLICITATION OF PLANNED GIFTS ARE ALSO USED.
PART I, COLUMN BNUMBER OF CONTRIBUTIONS THE ORGANIZATION IS REPORTING A COMBINATION OF METHODS - THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 Part III Line 4a - PROGRAM SERVICESOregon Health & Science University Foundation Statement of Program Service Accomplishments OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION IS A NONPROFIT ORGANIZATION ESTABLISHED IN 1970 TO SECURE PRIVATE PHILANTHROPIC SUPPORT TO ADVANCE OHSUS VITAL MISSIONS, AND TO INVEST AND MANAGE GIFTS RESPONSIBLY TO HONOR DONORS WISHES. IN FY16-17, PRIVATE GIVING TO OHSU TOPPED $141 MILLION. HIGHLIGHTS FROM THIS YEAR INCLUDE THE FOLLOWING: A NOTEABLE GROUNDBREAKING OHSU LEADERS AND DOCTORS, INCLUDING PRESIDENT JOE ROBERTSON AND KNIGHT CANCER INSTITUTE DIRECTOR BRIAN DRUKER, JOINED GOV. KATE BROWN AND OTHER STATE AND LOCAL LEADERS TO BREAK GROUND ON THE OHSU KNIGHT CANCER INSTITUTE RESEARCH BUILDING. THE SEVEN-FLOOR, 320,000-SQUARE-FOOT BUILDING WILL HOUSE TOP SCIENTISTS AND PHYSICIANS WORKING TOGETHER TO END CANCER AS WE KNOW IT. THE OREGON LEGISLATURE PLAYED A LARGE ROLE IN THE CONSTRUCTION OF THE RESEARCH BUILDING BY AUTHORIZING $200 MILLION IN STATE FUNDING IN 2014. NEW SUITE OF POWERFUL IMAGING TOOLS THE KNIGHT CARDIOVASCULAR INSTITUTE PLAYED A LEAD ROLE IN FUNDING THE NEW CENTER FOR RADIOCHEMISTRY RESEARCH, WHICH OPENED IN SEPTEMBER. THE NEW STATE-OF-THE-ART FACILITY ENHANCES OHSUS IMAGING CAPABILITIES, BENEFITING MULTIPLE FIELDS FROM CARDIOLOGY TO ONCOLOGY, NEUROSCIENCE TO REGENERATIVE MEDICINE. BUILDING A NEW HOME FOR HEALING DONORS THROUGHOUT THE REGION AND COUNTRY CAME TOGETHER IN SUPPORT OF THE NEW GARY & CHRISTINE ROOD FAMILY PAVILION. MORE THAN 1,500 DONORS GAVE TO THIS PATIENT FAMILY GUEST HOUSE, REPRESENTING 40 STATES, 29 OREGON COUNTIES AND 17 WASHINGTON COUNTIES. 25 YEARS OF VISION AT CASEY EYE INSTITUTE THE CASEY EYE INSTITUTE CELEBRATED ITS 25TH ANNIVERSARY THIS PAST YEAR. AS PIONEERS AND LEADERS IN EYE HEALTH AND RESEARCH, CASEY IS DETERMINED TO SAVE AND IMPROVE VISION THROUGH INNOVATIONS SUCH AS NON-INVASIVE OPTICAL ANGIOGRAPHY AND GENE THERAPY. COMMUNITY SUPPORT GOES WELL BEYOND THE OFFICE DOORS. POWERED BY THE GENEROUS GIFTS OF DONORS AND VOLUNTEERS, THE CASEY VISION SCREENING VAN TRAVELS STATEWIDE, PROVIDING MUCH-NEEDED EYE EXAMS AT NO COST TO LOW-INCOME, UNINSURED AND UNDERINSURED OREGONIANS. FINALLY AS A RESULT OF THESE AND EARLIER FUNDRAISING EFFORTS, IN FY16-17 THE OHSU FOUNDATION WAS ABLE TO TRANSFER MORE THAN $112 MILLION IN PROGRAM SUPPORT TO OHSUS HEALING, DISCOVERY, TEACHING AND OUTREACH MISSIONS.
Form 990 Part VI Line 2BUSINESS OR FAMILY RELATIONSHIPS DREW HUNSINGER HAS A FAMILY RELATIONSHIP WITH RACHEL STROUD. FORM 990, PART VI, LINE 4 THE FOLLOWING CHANGES WERE MADE TO THE BYLAWS OF THE ORGANIZATION: - THE BOARD OF TRUSTEES MAY VARY BETWEEN 8 AND 45 MEMBERS - A CHAIR ELECT MAY BE APPOINTED BY THE BOARD - A STEWARDSHIP COMMITTEE IS NOW A STANDING COMMITTEE, AND SHALL NURTURE RELATIONSHIPS BY PERSONALLY THANKING MAJOR DONORS
Form 990 Part VI Line 7bOHSU'S PRESIDENT HAS THE POWER TO APPROVE DIRECTORS.
Form 990 Part VI Line 11b - FORM 990 REVIEW PROCESSTHE VP - CHIEF FINANCIAL OFFICER AND THE CONTROLLER REVIEW THE FINAL FORM 990, WHICH IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM FROM WORKPAPERS PREPARED BY FOUNDATION STAFF. THE FORM 990 IS THEN PROVIDED TO THE FOUNDATION FINANCE AND AUDIT COMMITTEE. THE FINANCE AND AUDIT COMMITTEE REVIEWS AND APPROVES THE DRAFT FORM. THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES. THE VP - CHIEF FINANCIAL OFFICER REVIEW AND SIGNS THE RETURN BEFORE IT IS FILED. TO PROTECT THE PRIVACY OF OUR DONORS, SCHEDULE B IS REDACTED FROM THE DRAFT 990 THAT WAS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE AND PROVIDED TO 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 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-CHIEF FINANCIAL OFFICER 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 IS 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. IF THERE ARE CHANGES TO THE MERIT BUDGET FROM THE PREVIOUS YEAR, THE COMPENSATION COMMITTEE REVIEWS THE DOCUMENTATION FOR APPROVAL PRIOR TO THE PRESENTATION OF THE BUDGET AT THE JUNE BOARD MEETING. THE COMPENSATION COMMITTEE ONLY APPROVES THE COMPENSATION OF SENIOR LEADERSHIP. 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. 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. IN CASES WHERE THERE IS A HIRING DECISION OF THE PRESIDENT, THE EXECUTIVE COMMITTEE IS CONVENED WHICH INCLUDES ALL MEMBERS OF THE COMPENSATION COMMITTEE. THIS PROCESS WAS LAST UNDERTAKEN FOR THE HIRING OF THE NEW PRESIDENT IN APRIL 2013.
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 INCLUDING THE AUDITED FINANCIAL STATEMENTS. 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 XI, LINE 9 - OTHER CHANGES IN NET ASSETSCHANGE IN VALUE OF LIFE INCOME AGREEMENTS........3,597,759 ----------- TOTAL 3,597,759

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OHSUF Properties I LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11121 SW Salmon Street Ste 100AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97205ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesREAL PROPERTYPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Total Income$4,182,266TotalIncomeAmt
End Of Year Assets$4,159,167EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OHSUFBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxt
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SAM JACKSON PARK RDPORTLANDOR97239931176109HOSPITAL/UNIVORNAfalse
DOERNECHER CHILDREN'S HOSPITAL FDN
1121 SW SALMON STREET 100PORTLANDOR97205930579589FUNDRAISINGORNAfalse501(C)(3)5
OREGON RURAL HEALTH INITIATIVE
1121 SW SALMON STREET 100PORTLANDOR97205814624043FUNDRAISINGORNAfalse501(C)(3)12a

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (46)
CRTOROHSUFfalse
CHARITABLE REMAINDER TRUST (1)
CRTORUS BANKfalse
CHARITABLE REMAINDER TRUST (3)
CRTORCALDWELL TRUSTfalse
CHARITABLE REMAINDER TRUST (1)
CRTOROCFfalse
CHARITABLE LEAD TRUST (1)
CLTOROHSUFfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
OREGON HEALTH & SCIENCE UNIVERSITY
b$121,561,203CASH PAID
OREGON HEALTH & SCIENCE UNIVERSITY
s$141,703WRITTEN AGMT
DOERNBECHER CHILDREN'S HOSPITAL FOUNDATION
q$2,532,000WRITTEN AGMT