UNIVERSITY OF OREGON FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF OREGON FOUNDATION (EIN 93-6015767)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201731329349306563
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T16:11:55-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 OAK STREET SUITE 500 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936015767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OREGON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5413020300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 E 13TH AVENUE 410 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 974032253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY BOSCH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5413020300 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5416861040 | PhoneNum |
| Preparation | 2017-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | R PAUL WEINHOLD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 E 13TH AVENUE 410 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 974032253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $245,208,621 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UOFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | IN SUPPORT OF THE FOUNDATION'S MISSION, STAFF ENDEAVOR TO POSITIVELY IMPACT SOCIETY BY SUPPORTING THE UNIVERSITY OF OREGON'S MISSION OF EDUCATION, RESEARCH AND ENTREPRENEURSHIP THROUGH EXEMPLARY STEWARDSHIP OF RELATIONSHIPS AND RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $1,534,984 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $136,433,342 | PYContributionsGrantsAmt |
| CY Contributions Grants | $102,938,807 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,919,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,624,851 | CYInvestmentIncomeAmt |
| PY Other Revenue | $37,152,972 | PYOtherRevenueAmt |
| CY Other Revenue | $4,378,721 | CYOtherRevenueAmt |
| PY Total Revenue | $203,505,843 | PYTotalRevenueAmt |
| CY Total Revenue | $133,942,379 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,633,758 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $102,512,324 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,431,002 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,929,524 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,983,340 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,781,781 | PYOtherExpensesAmt |
| CY Other Expenses | $12,069,102 | CYOtherExpensesAmt |
| PY Total Expenses | $121,846,541 | PYTotalExpensesAmt |
| CY Total Expenses | $119,510,950 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $81,659,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,431,429 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,067,063,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,128,874,990 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $115,346,679 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $174,258,690 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $951,716,458 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $954,616,300 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE AND MISSION OF THE FOUNDATION ARE, ACTING ON ITS OWN OR THROUGH AFFILIATES, TO SUPPORT AND ASSIST THE UNIVERSITY OF OREGON IN ITS ACTIVITIES BY MANAGEMENT AND ADMINISTRATION OF FOUNDATION ASSETS REPRESENTING PRIVATELY DONATED FUNDS, BY LEADING ADVOCACY FOR THE UNIVERSITY, AND BY DEVELOPING, FINANCING, CONSTRUCTING, ACQUIRING AND OPERATING FACILITIES FOR OR ON BEHALF OF THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,118,862 | ExpenseAmt |
| Grant | $48,118,862 | GrantAmt |
| Desc | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: ACADEMIC FACILITIES AND EQUIPMENT; NON-ACADEMIC FACILITIES AND EQUIPMENT; FUNDRAISING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,394,103 | ExpenseAmt |
| Grant | $21,394,103 | GrantAmt |
| Desc | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: STUDENT AID; ACADEMIC MERIT AND NEEDS SCHOLARSHIPS; STUDENT ATHLETIC SCHOLARSHIPS; STUDENT LOANS AND WAGES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,382,559 | ExpenseAmt |
| Grant | $18,382,559 | GrantAmt |
| Desc | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: INSTRUCTIONAL AND RESEARCH PROGRAMS; OTHER FACULTY SUPPORT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,616,800 | ExpenseAmt |
| Grant | $14,616,800 | GrantAmt |
| Desc | FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: OTHER UNIVERSITY SUPPORT; SUPPLIES AND OPERATING EXPENSES; AND PERSONNEL EXPENSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,616,800 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $14,616,800 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $102,512,324 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 224 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY BOSCH CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5413020300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 E 13TH AVENUE 410 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEVEN HOLWERDA | ||||||||
| CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES SHEPHARD | ||||||||
| CHAIR ELECT | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN RAYMUND | ||||||||
| SECRETARY TREASURER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J SCOTT ANDREWS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW S BERWICK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM FOO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL FORD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE FULLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE GURUN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HARRISON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| OYSTEIN HARSVIK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM HARTFIELD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSARIA HAUGLAND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY KARI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ABBOTT KELLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD MALETIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J DOUGLAS MCKAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAREY MCNALLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE PAPE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DWAYNE RICHARDSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE SCHLENDORF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SEOW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN SIEGEL | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SONDRIA STEPHENS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID TAYLOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VICKI TOYOHARA-MUKAI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WILKES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY WONG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R PAUL WEINHOLD | ||||||||
| PRESIDENT/CEO | 40.00 | 4.00 | Yes (X) | $374,096 | $0 | $69,780 | ||
| JAY D NAMYET | ||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 4.00 | Yes (X) | $364,356 | $0 | $70,596 | ||
| ERIKA FUNK | ||||||||
| CHIEF COMPLIANCE OFFICER | 40.00 | 4.00 | Yes (X) | $183,901 | $0 | $40,866 | ||
| KARL OTTO | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $160,488 | $0 | $36,179 | |||
| STACY DERVIN | ||||||||
| DIRECTOR OF INVESTMENTS | 40.00 | $123,812 | $0 | $35,880 | Yes (X) | |||
| AMIN MOTTAHED | ||||||||
| SENIOR PROJECT MANAGER | 40.00 | $119,248 | $0 | $28,624 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,325,901 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $281,925 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | |||||
| 975 OAK STREET SUITE 500 | EUGENE | OR | 97401 | AUDIT AND TAX PREPARATION | $196,571 |
| RACKSPACE US INC | |||||
| PO BOX 730759 | DALLAS | TX | 75373 | SERVER SOFTWARE | $178,498 |
| ELLUCIAN SUPPORT INC | |||||
| 14083 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | SOFTWARE SUPPORT | $126,324 |
| BLACKBAUD | |||||
| PO BOX 930256 | ATLANTA | GA | 31193 | SOFTWARE IMPLEMENTATION & SUPPORT | $105,989 |
| IMODULES SOFTWARE INC | |||||
| PO BOX 205741 | DALLAS | TX | 75320 | WEB CONTENT MANAGEMENT | $102,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $933,404 | RelatedOrganizationsAmt |
| All Other Contributions | $102,005,403 | AllOtherContributionsAmt |
| Noncash Contributions | $8,951,310 | NoncashContributionsAmt |
| Total Contributions | $102,938,807 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,588,620 | TotalRevenueColumnAmt |
| Exclusion | $22,588,620 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,934,806 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,323,598 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $611,208 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $611,208 | TotalRevenueColumnAmt |
| Exclusion | $611,208 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,113,802 | SecuritiesAmt |
| Other | $1,865,073 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,220,702 | SecuritiesAmt |
| Other | $1,721,942 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,893,100 | SecuritiesAmt |
| Other | $143,131 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,036,231 | TotalRevenueColumnAmt |
| Exclusion | $4,036,231 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSTHROUGH INCOME | 900000 | $1,534,984 | $1,534,984 | |
| OTHER REVENUE | 900099 | $1,512,851 | $1,512,851 | |
| GIVING ASSESSMENT | 900099 | $719,678 | $719,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,767,513 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,942,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,534,984 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,468,588 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,512,324 | TotalAmt |
| Program Services | $102,512,324 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,362,802 | TotalAmt |
| Management And General | $1,362,802 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,438,573 | TotalAmt |
| Management And General | $2,438,573 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,514 | TotalAmt |
| Management And General | $406,514 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,961 | TotalAmt |
| Management And General | $497,961 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,674 | TotalAmt |
| Management And General | $223,674 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,176 | TotalAmt |
| Management And General | $13,176 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,975 | TotalAmt |
| Management And General | $141,975 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,547 | TotalAmt |
| Management And General | $62,547 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,829 | TotalAmt |
| Management And General | $225,829 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,939 | TotalAmt |
| Management And General | $89,939 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,340 | TotalAmt |
| Management And General | $534,340 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,401 | TotalAmt |
| Management And General | $245,401 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,980 | TotalAmt |
| Management And General | $144,980 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,570 | TotalAmt |
| Management And General | $139,570 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,319 | TotalAmt |
| Management And General | $2,319 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,328 | TotalAmt |
| Management And General | $104,328 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UO FUNDRAISING SUPPORT | $5,983,340 | $5,983,340 | |
| PLEDGE WRITE-OFFS | $4,679,998 | $4,679,998 | |
| CULTIVATION | $37,156 | $37,156 | |
| EQUIPMENT | $21,182 | $21,182 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$366,978 | TotalAmt |
| Management And General | -$366,978 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,510,950 | TotalAmt |
| Program Services | $102,512,324 | ProgramServicesAmt |
| Management And General | $11,015,286 | ManagementAndGeneralAmt |
| Fundraising | $5,983,340 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,924,881 | BOYAmt |
| EOY | $53,223,159 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,739,029 | BOYAmt |
| EOY | $48,022,432 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,895,623 | BOYAmt |
| EOY | $92,367,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,343,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $769,947 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,241,992 | BOYAmt |
| EOY | $18,573,141 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,826,412 | BOYAmt |
| EOY | $210,402,756 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,586,999 | BOYAmt |
| EOY | $649,430,750 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,723,201 | BOYAmt |
| EOY | $56,605,062 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,063,137 | BOYAmt |
| EOY | $1,128,874,990 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,004,739 | BOYAmt |
| EOY | $642,831 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,934,901 | BOYAmt |
| EOY | $63,035,617 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,407,039 | BOYAmt |
| EOY | $110,580,242 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,346,679 | BOYAmt |
| EOY | $174,258,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,861,943 | BOYAmt |
| EOY | $11,544,655 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522,044,873 | BOYAmt |
| EOY | $478,135,672 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,809,642 | BOYAmt |
| EOY | $464,935,973 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,716,458 | BOYAmt |
| EOY | $954,616,300 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,063,137 | BOYAmt |
| EOY | $1,128,874,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,431,429 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,996,603 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,534,984 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,031,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,051,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,022,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,433,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,938,807 | CurrentTaxYearAmt |
| Total | $560,477,641 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,031,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,051,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,022,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,433,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,938,807 | CurrentTaxYearAmt |
| Total | $560,477,641 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $113,709,541 | SubstantialContributorsTotAmt |
| Public Support Total170 | $446,768,100 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,135,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,174,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,312,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,527,018 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,523,426 | CurrentTaxYearAmt |
| Total | $69,672,927 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $457,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,239,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,166,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,805,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,232,529 | CurrentTaxYearAmt |
| Total | $40,901,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $671,052,203 | TotalSupportAmt |
| Public Support CY170 | 0.66580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE GIVING ASSESSMENT | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $119,500,950 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $119,510,950 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $334,865 | CurrentYearMinus3Amt |
| Current Year Minus2 | $100,000 | CurrentYearMinus2Amt |
| Current Year | $10,000 | CurrentYearAmt |
| Total | $444,865 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $661,218,208 | BeginningYearBalanceAmt |
| Contributions | $63,894,819 | ContributionsAmt |
| Investment Earnings Or Losses | $13,215,175 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,331,481 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,769,752 | OtherExpendituresAmt |
| Administrative Expenses | $8,254,673 | AdministrativeExpensesAmt |
| End Year Balance | $706,972,296 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $556,672,179 | BeginningYearBalanceAmt |
| Contributions | $86,578,092 | ContributionsAmt |
| Investment Earnings Or Losses | $40,040,829 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,611,571 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,804,988 | OtherExpendituresAmt |
| Administrative Expenses | $6,656,333 | AdministrativeExpensesAmt |
| End Year Balance | $661,218,208 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $490,885,040 | BeginningYearBalanceAmt |
| Contributions | $19,799,699 | ContributionsAmt |
| Investment Earnings Or Losses | $63,525,739 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,429,675 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,606,404 | OtherExpendituresAmt |
| Administrative Expenses | $5,502,220 | AdministrativeExpensesAmt |
| End Year Balance | $556,672,179 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,609,863 | BeginningYearBalanceAmt |
| Contributions | $12,513,002 | ContributionsAmt |
| Investment Earnings Or Losses | $55,300,024 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,674,244 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,689,733 | OtherExpendituresAmt |
| Administrative Expenses | $5,173,872 | AdministrativeExpensesAmt |
| End Year Balance | $490,885,040 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $440,477,121 | BeginningYearBalanceAmt |
| Contributions | $15,710,299 | ContributionsAmt |
| Investment Earnings Or Losses | $5,882,071 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,533,118 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,052,511 | OtherExpendituresAmt |
| Administrative Expenses | $3,873,999 | AdministrativeExpensesAmt |
| End Year Balance | $440,609,863 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73390 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26340 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,179,291 | InvestmentCostOrOtherBasisAmt |
| Book Value | $9,179,291 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,982,861 | InvestmentCostOrOtherBasisAmt |
| Book Value | $8,982,861 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $669,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $665,034 | DepreciationAmt |
| Book Value | $4,805 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $335,850 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $175,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,913 | DepreciationAmt |
| Book Value | $406,184 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,573,141 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $5,331,529 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $644,099,221 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $649,430,750 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CAPITAL LEASE RECEIVABLE | $42,434,680 |
| BENEFICIAL INTERESTS | $13,087,387 |
| OTHER ASSETS | $1,082,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $56,605,062 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD IN CUSTODY | $15,780,703 |
| OBLIGATIONS TO BENEFICIARIES UNDER SPLIT-INTERST AGREEMENTS | $51,726,444 |
| INVESTMENTS DUE TO SUPPORTING ORG | $43,073,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $110,580,242 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPORT THE UNIVERSITY OF OREGON. |
| PART X, LINE 2: | FINANCIAL STATEMENT FOOTNOTE REPORTING UNCERTAIN TAX POSITIONS: THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT TO THE JULY 1, 2015 BEGINNING BALANCE OF NET ASSETS AND HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2016. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND APPLICABLE STATE AGENCIES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $211,407,000 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENTS | N/A | $1,552,000 |
| NORTH AMERICA (CANADA AND MEXICO) | 0 | 0 | INVESTMENT | N/A | $2,445,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $215,404,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $215,404,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF OREGON | |||||||
| PO BOX 3237 | EUGENE | OR | 974030237 | 464727800 | STATE OF OREGON | $48,118,862 | ACADEMIC FACILITIES AND EQUIPMENT, NONACADEMIC FACILITIES AND EQUIPMENT, FUNDRAISING |
| UNIVERSITY OF OREGON | |||||||
| PO BOX 3237 | EUGENE | OR | 974030237 | 464727800 | STATE OF OREGON | $21,394,103 | STUDENT AID, ACADEMIC MERIT AND NEEDS SCHOLARSHIPS, STUDENT ATHLETIC SCHOLARSHIPS |
| UNIVERSITY OF OREGON | |||||||
| PO BOX 3237 | EUGENE | OR | 974030237 | 464727800 | STATE OF OREGON | $18,382,559 | INSTRUCTIONAL AND RESEARCH PROGRAMS AND OTHER FACULTY SUPPORT |
| UNIVERSITY OF OREGON | |||||||
| PO BOX 3237 | EUGENE | OR | 974030237 | 464727800 | STATE OF OREGON | $14,616,800 | UNIVERSITY SUPPORT, SUPPLIES AND OPERATING EXPENSES, PERSONNEL EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL FUNDS RECEIVED BY THE FOUNDATION FROM A DONOR ARE ADMINISTERED IN ACCORDANCE WITH THE WRITTEN INTENT OF THE DONOR. ORIGINAL GIFT DOCUMENTS ARE RETAINED IN ACCORDANCE WITH THE FOUNDATION'S RECORDS MANAGEMENT POLICY. IN ORDER TO ENSURE COMPLIANCE WITH DONOR INTENT, THE FOUNDATION PLACES ALL ASSETS INTO IDENTIFIABLE FUNDS. IT IS THE ROLE OF THE FOUNDATION TO ONLY APPROVE THOSE EXPENDITURES THAT ARE IN ALIGNMENT WITH DONOR INTENT. EACH EXPENDITURE REQUEST MUST BE SIGNED BY AN AUTHORIZED SIGNER OF THE IDENTIFIED FUND. THIS SIGNATURE AUTHORIZES THE FOUNDATION TO RELEASE THE FUNDS AND ATTESTS THAT THE EXPENDITURE IS CONSISTENT WITH ALL RESTRICTIONS ON THE USE OF THE FUND AND HAS NOT BEEN PAID FROM ANY OTHER SOURCE. THE FOUNDATION SHALL DENY A REQUEST IF IT IS DETERMINED UPON REVIEW THAT THE EXPENDITURE DOES NOT MATCH THE DONOR INTENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R PAUL WEINHOLD | ||||||||||||||
| PRESIDENT/CEO | $371,672 | $0 | $0 | $0 | $2,424 | $0 | $48,548 | $0 | $21,232 | $0 | $443,876 | $0 | $0 | $0 |
| JAY D NAMYET | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $364,356 | $0 | $0 | $0 | $0 | $0 | $48,548 | $0 | $22,048 | $0 | $434,952 | $0 | $0 | $0 |
| ERIKA FUNK | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $183,901 | $0 | $0 | $0 | $0 | $0 | $33,892 | $0 | $6,974 | $0 | $224,767 | $0 | $0 | $0 |
| KARL OTTO | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $160,488 | $0 | $0 | $0 | $0 | $0 | $29,541 | $0 | $6,638 | $0 | $196,667 | $0 | $0 | $0 |
| STACY DERVIN | ||||||||||||||
| DIRECTOR OF INVESTMENTS | $123,812 | $0 | $0 | $0 | $0 | $0 | $23,816 | $0 | $12,064 | $0 | $159,692 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT/CEO WAS REIMBURSED FOR SPOUSAL TRAVEL THAT DID NOT MEET THE IRS REQUIREMENT FOR BUSINESS PURPOSE AND FOR RECEIPT OF A GIFT. BOTH BENEFITS WERE TREATED AS TAXABLE COMPENSATION. THE REIMBURSEMENT AND TREATMENT AS COMPENSATION WAS APPROVED BY THE BOARD FOR $2,424. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 329 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,353,180 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW QUOTE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,086,464 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COMPUTER EQUIPMENT | 2 | $399,000 | FAIR MARKET VALUE |
| Yes (X) | EVENT SUPPLIES | 16 | $112,666 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT REPORTED REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. |
| PART I, LINE 32B: | THE FOUNDATION RECEIVES GIFTS OF NONCASH CONTRIBUTIONS MOST COMMONLY IN THE FORM OF MARKETABLE SECURITIES AND REAL PROPERTY. IT IS THE FOUNDATION'S POLICY TO CONVERT GIFTS INTO CASH AS SOON AS PRACTICALLY AND PRUDENTLY POSSIBLE TO MEET THE NEEDS AND DIRECTIVES OF DONORS. THIRD PARTIES MAY FACILITATE THE ACCEPTANCE PROCESS AND SALE OF NONCASH GIFTS BY (1) PROVIDING EXPERT INFORMATION AND SERVICES ON MARKET VALUE AND MARKETABILITY, (2) PROVIDING TITLE SEARCH, APPRAISALS, ENVIRONMENTAL AUDITS, AND OTHER PROFESSIONAL REPORTS, AND (3) COMPLETION OF RELATED LEGAL DOCUMENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE MEETS TO REVIEW AND APPROVE FORM 990 PRIOR TO FILING. A REPORT IS MADE AT THE FOLLOWING FULL BOARD MEETING. A COPY OF FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL TRUSTEES PRIOR TO FILING. THE FOUNDATION ANNUALLY PROVIDES TRAINING TO THE TRUSTEES TO UNDERSTAND THE CONTENT OF FORM 990 BOTH IN GENERAL AND AS TO SPECIFIC INFORMATION FOR THE CURRENT FILING YEAR. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE REVIEW OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS PERFORMED ANNUALLY BY MANAGEMENT AND DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST IS DOCUMENTED. BOTH TRUSTEES AND EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND UPON OCCURRENCE OF A MATERIAL CHANGE IN THE INFORMATION DISCLOSED. ALL FORMS ARE LOGGED AND REVIEWED TO IDENTIFY THOSE WHO HAVE INDICATED A POTENTIAL CONFLICT. A DESIGNATED EXECUTIVE MANAGEMENT GROUP REVIEWS THOSE WITH POTENTIAL CONFLICTS TO DETERMINE IF THERE TRULY IS A CONFLICT OF INTEREST. FOR TRUSTEES, A CONFLICT OF INTEREST LOG IS MAINTAINED AND AVAILABLE FOR REFERENCE AT ALL BOARD MEETINGS. PRIOR TO VOTE, THE BOARD CHAIR WILL IDENTIFY ANY INDIVIDUALS WHO MUST ABSTAIN FROM VOTING DUE TO A CONFLICT OF INTEREST. FOR EMPLOYEES, ANY TRUE CONFLICTS ARE DISCUSSED WITH THE EMPLOYEE AND HUMAN RESOURCES AND THE EMPLOYEE WILL BE RESTRICTED FROM PARTICIPATION IN A TRANSACTION DIRECTLY RELATED TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES' EXECUTIVE COMPENSATION COMMITTEE DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL A COMPENSATION PHILOSOPHY AND THE PRESIDENT/CEO TOTAL COMPENSATION PACKAGE IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND REVIEWS AND APPROVES MEASURABLE GOALS AND OBJECTIVES FOR THE PRESIDENT/CEO. THIS PROCESS WAS LAST COMPLETED IN JUNE 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE FOUNDATION WEBSITE, WWW.UOFOUNDATION.ORG, WHICH INCLUDES AN ANNUAL REPORT INCLUDING FINANCIAL STATEMENTS. PRINTED COPIES OF THE ANNUAL REPORT ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ARE MADE AVAILABLE TO THE PUBLIC VIA THE FOUNDATION WEBSITE. |
| FORM 990, PART XI, LINE 9: | PASSTHROUGH INCOME -1,534,984. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| OREGON FUTURE EXPANSION II LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO | OR | $67,970 | $775,929 | UNIVERSITY OF OREGON FOUNDATION | |
| OREGON FUTURE EXPANSION III LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO | OR | -$24,572 | $4,296,024 | UNIVERSITY OF OREGON FOUNDATION | |
| OREGON FUTURE EXPANSION PK LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | FACILITATE FUNDING FOR THE EXPANSION OF THE UO BASEBALL FACILITIES | OR | $2,880 | $8,401,838 | UNIVERSITY OF OREGON FOUNDATION | |
| OREGON FUTURE EXPANSION FRANKLIN LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO | OR | $75,590 | $2,070,151 | UNIVERSITY OF OREGON FOUNDATION | |
| OREGON FUTURE EXPANSION MILLRACE LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO | OR | $197,718 | $9,018,255 | UNIVERSITY OF OREGON FOUNDATION | |
| PHIT LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | EXPEDITE RENOVATION AND CONSTRCUTION OF FACILITIES FOR THE UO | OR | $14,824 | $1,349,870 | UNIVERSITY OF OREGON FOUNDATION | 264501534 |
| PHIT TOO LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | ACQUIRE CERTAIN REAL PROPERTY INTENDED FOR USE BY THE UO | OR | $30,603 | $6,460 | UNIVERSITY OF OREGON FOUNDATION | 461748891 |
| OFX OB LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | ACQUIRE AND CONSTRUCT REAL PROPERTY FOR USE IN EDUCATION OF UO STUDENTS | OR | -$14,377 | $98,400 | UNIVERSITY OF OREGON FOUNDATION | |
| HAYWARD FIELD ENHANCEMENT LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | FACILITATE RENOVATION AND EXPANSION OF HAYWARD FIELD | OR | $12,731,110 | $16,574,875 | UNIVERSITY OF OREGON FOUNDATION | 815011921 |
| OFX WHITE STAG LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | ACQUIRE WHITE STAG BUILDING IN PORTLAND AND TRANSFER OWNERSHIP TO THE UO | OR | -$100,186 | $42,712,005 | UNIVERSITY OF OREGON FOUNDATION | |
| T3 LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | FACILITATE INVESTMENTS FOR THE BENEFIT OF AND TO SUPPORT THE UO | OR | $0 | $0 | UNIVERSITY OF OREGON FOUNDATION | 815466513 |
| EUGENE RIVER DISTRICT LLC | |||||||||
| 1720 E 13TH AVENUE 410 | EUGENE | OR | 97403 | FACILITATE AN INVESTMENT PROPERTY ON WILLAMETTE WATERFRONT (DISSOLVED) | OR | $0 | $0 | UNIVERSITY OF OREGON FOUNDATION | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U OF O FOUNDATION SUPPORTING ORGANIZATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 E 13TH AVENUE 410 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461574842 | EIN |
| Primary Activities | SUPPORT FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OREGON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER ANNUITY TRUSTS (8) | |||
| ANNUITY TRUST | OR | UNIVERSITY OF OREGON FOUNDATION | 0 |
| CHARITABLE REMAINDER UNITRUSTS (127) | |||
| REMAINDER TRUST | OR | UNIVERSITY OF OREGON FOUNDATION | 0 |
| POOLED INCOME FUNDS (1) | |||
| INCOME FUND | OR | UNIVERSITY OF OREGON FOUNDATION | 0 |
| PERPETUAL INCOME TRUST (9) | |||
| PERPETUAL INCOME TRUST | OR | UNIVERSITY OF OREGON FOUNDATION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |