OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION (EIN 23-7083114)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-11
- IRS object ID
- 201621029349300902
- Schema version
- 2014v6.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-11T15:10:54-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1918 Eighth Avenue Suite 2900 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237083114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY TURINA VP - CFS | InCareOfNm |
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032281730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW SALMON STREET 100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY TURINA | PersonNm |
| Person Title | VP & CHIEF FIN STRAT | PersonTitleTxt |
| Phone | 5032281730 | PhoneNum |
| Signature | 2016-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUE W ROBISON | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2069134000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | L KEITH TODD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW SALMON STREET 100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $804,587,031 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OHSUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | OHSUF 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 Body | 50 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 135 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $107,243,457 | PYContributionsGrantsAmt |
| CY Contributions Grants | $186,808,629 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,010,738 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,818,558 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,544,993 | PYInvestmentIncomeAmt |
| CY Investment Income | $42,637,229 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$253,377 | PYOtherRevenueAmt |
| CY Other Revenue | -$106,804 | CYOtherRevenueAmt |
| PY Total Revenue | $133,545,811 | PYTotalRevenueAmt |
| CY Total Revenue | $234,157,612 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $94,159,027 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $91,025,963 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,675,294 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,147,948 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,015,537 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,009,342 | PYOtherExpensesAmt |
| CY Other Expenses | $5,744,492 | CYOtherExpensesAmt |
| PY Total Expenses | $110,843,663 | PYTotalExpensesAmt |
| CY Total Expenses | $108,918,403 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,702,148 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $125,239,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $849,139,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,012,830,402 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $75,036,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $151,032,507 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $774,103,041 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $861,797,895 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION IS A NONPROFIT ORGANIZATION ESTABLISHED IN 1970 DEDICATED TO SECURE PRIVATE PHILANTHROPIC SUPPORT FOR OHSU AND TO INVEST AND MANAGE GIFTS RESPONSIBLY IN ACCORDANCE WITH DONORS' WISHES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $91,425,990 | ExpenseAmt |
| Grant | $90,967,028 | GrantAmt |
| Revenue | $4,759,623 | RevenueAmt |
| Desc | CONTRIBUTIONS, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $58,935 | ExpenseAmt |
| Grant | $58,935 | GrantAmt |
| Revenue | $58,935 | RevenueAmt |
| Desc | GRANTS AND TRANSFERS TO SUPPORT PROGRAMS OF OTHER CHARITABLE, MEDICAL, AND EDUCATIONAL ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $91,484,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 203 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 135 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 50 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY TURINA VP - CFS | PersonNm |
| Phone | 5032281730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW SALMON STREET 100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| William A Berg | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nels L Carlson MD | |||||||||
| Trustee | 1.0 | 40.0 | Yes (X) | $0 | $220,857 | $57,890 | |||
| Deborah J Carter | |||||||||
| Trustee | 1.0 | 40.0 | Yes (X) | $0 | $111,196 | $27,981 | |||
| Maureen D Casey | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Truman W Collins Jr | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alice B Davies | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John W Dixon | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ann P Edlen | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Ruth J Fisher | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark P Goodman | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert G Gootee | |||||||||
| Vice-Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Walt Grebe | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick J Green JD LLM | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert S Gregg | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lillian G Harewood DMD | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J Clayton Hering | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| George W Hosfield | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steve Janik JD | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Senator Elizabeth K Johnson | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Don R Kania PhD | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sharon A LaCroix | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Peter O Kohler MD | |||||||||
| Trustee | 1.0 | 1.0 | Yes (X) | $0 | $13,254 | $7,321 | |||
| Mary E Lago CTFA | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ruth H Layton | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Dave Luhr | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Diane M Mackenzie | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph D Matarazzo PhD | |||||||||
| Trustee | 1.0 | 40.0 | Yes (X) | $0 | $0 | $0 | |||
| Xandra T McKeown | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J Greg Ness | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Eric E Parsons | |||||||||
| Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Stephen S Pawlowski MS | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carmen E Phillips | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Maria M Pope | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Vincent P Price | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gary W Reynolds | |||||||||
| Treasurer | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Joseph E Robertson Jr MD MBA | |||||||||
| Trustee | 1.0 | 40.0 | Yes (X) | $0 | $1,471,067 | $114,672 | |||
| Richard Royse | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mina M Schnitzer | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rob Shick | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Barbara G Silver | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Eugene C Skourtes DMD | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| M Susan Smith PhD | |||||||||
| Trustee | 1.0 | 40.0 | Yes (X) | $0 | $78,584 | $11,784 | |||
| Patricia L Smith | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gordon D Sondland | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas J Stanley | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William R Swindells | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Keith L Thomson | |||||||||
| Immediate Past Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Ronald E Timpe | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Malia H Wasson | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jim Winkler | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joy McCammon | |||||||||
| Vice-President | 40.0 | 0.0 | $139,180 | $0 | $29,638 | Yes (X) | |||
| L Keith Todd | |||||||||
| President | 40.0 | 0.0 | $469,947 | $0 | $48,543 | Yes (X) | |||
| Mary Turina | |||||||||
| Vice-President | 40.0 | 0.0 | $199,305 | $0 | $52,591 | Yes (X) | |||
| Rebecca Auman | |||||||||
| Director | 40.0 | 0.0 | $152,752 | $0 | $45,845 | Yes (X) | |||
| Drew Hunsinger | |||||||||
| Director | 40.0 | 0.0 | $144,426 | $0 | $29,586 | Yes (X) | |||
| William Sommerfeld | |||||||||
| Director | 40.0 | 0.0 | $127,996 | $0 | $26,949 | Yes (X) | |||
| Rachel Stroud | |||||||||
| Director | 40.0 | 0.0 | $127,881 | $0 | $26,961 | Yes (X) | |||
| Constance French | |||||||||
| Vice-President | 40.0 | 0.0 | $304,442 | $0 | $58,166 | Yes (X) | |||
| Lori Mueller | |||||||||
| Former Vice-President | 40.0 | 0.0 | $131,222 | $0 | $0 | Yes (X) | |||
| Jennifer Flores | |||||||||
| Director | 40.0 | 0.0 | $141,043 | $0 | $47,704 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,938,194 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,894,958 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $585,631 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 10317 | UNIONDALE | NY | 115550317 | INVESTMENT EXP-ENDOW | $323,729 |
| KPMG LLP | |||||
| PO BOX 120001 | DALLAS | TX | 753120771 | ACCOUNTING SERVICES | $217,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $98,619 | FederatedCampaignsAmt |
| Fundraising | $228,597 | FundraisingAmt |
| Related Organizations | $2,100,000 | RelatedOrganizationsAmt |
| All Other Contributions | $184,381,413 | AllOtherContributionsAmt |
| Noncash Contributions | $23,497,938 | NoncashContributionsAmt |
| Total Contributions | $186,808,629 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ALUMNI/OUTREACH ACTIVITY | 900099 | $439,191 | $439,191 |
| EDUCATION OF PUBLIC | 900099 | $1,529,998 | $1,529,998 |
| MANAGEMENT SERVICE FEES | 900099 | $2,755,724 | $2,755,724 |
| RESEARCH ACTIVITY AGMTS | 900099 | $93,645 | $93,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,818,558 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,895,999 | TotalRevenueColumnAmt |
| Exclusion | $8,895,999 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $414,110,371 | SecuritiesAmt |
| Other | $189,863,255 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $391,250,222 | SecuritiesAmt |
| Other | $178,982,174 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,860,149 | SecuritiesAmt |
| Other | $10,881,081 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,741,230 | TotalRevenueColumnAmt |
| Exclusion | $33,741,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $90,219 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $228,597 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $197,023 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$106,804 | TotalRevenueColumnAmt |
| Exclusion | -$106,804 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,157,612 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,818,558 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $42,530,425 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,025,963 | TotalAmt |
| Program Services | $91,025,963 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,667,859 | TotalAmt |
| Program Services | $49,369 | ProgramServicesAmt |
| Management And General | $690,827 | ManagementAndGeneralAmt |
| Fundraising | $927,663 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,469,181 | TotalAmt |
| Program Services | $221,088 | ProgramServicesAmt |
| Management And General | $3,093,735 | ManagementAndGeneralAmt |
| Fundraising | $4,154,358 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,190 | TotalAmt |
| Program Services | $23,035 | ProgramServicesAmt |
| Management And General | $322,326 | ManagementAndGeneralAmt |
| Fundraising | $432,829 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522,418 | TotalAmt |
| Program Services | $45,063 | ProgramServicesAmt |
| Management And General | $630,586 | ManagementAndGeneralAmt |
| Fundraising | $846,769 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,300 | TotalAmt |
| Program Services | $21,025 | ProgramServicesAmt |
| Management And General | $294,206 | ManagementAndGeneralAmt |
| Fundraising | $395,069 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,267 | TotalAmt |
| Program Services | $558 | ProgramServicesAmt |
| Management And General | $13,404 | ManagementAndGeneralAmt |
| Fundraising | $18,305 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,525 | TotalAmt |
| Program Services | $2,570 | ProgramServicesAmt |
| Management And General | $61,697 | ManagementAndGeneralAmt |
| Fundraising | $84,258 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,604,767 | TotalAmt |
| Program Services | $27,763 | ProgramServicesAmt |
| Management And General | $666,620 | ManagementAndGeneralAmt |
| Fundraising | $910,384 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,894 | TotalAmt |
| Program Services | $26,121 | ProgramServicesAmt |
| Management And General | $627,210 | ManagementAndGeneralAmt |
| Fundraising | $856,563 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,655 | TotalAmt |
| Program Services | $11,309 | ProgramServicesAmt |
| Management And General | $271,528 | ManagementAndGeneralAmt |
| Fundraising | $370,818 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,041 | TotalAmt |
| Program Services | $4,897 | ProgramServicesAmt |
| Management And General | $117,575 | ManagementAndGeneralAmt |
| Fundraising | $160,569 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,441 | TotalAmt |
| Program Services | $6,132 | ProgramServicesAmt |
| Management And General | $147,235 | ManagementAndGeneralAmt |
| Fundraising | $201,074 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,453 | TotalAmt |
| Program Services | $2,776 | ProgramServicesAmt |
| Management And General | $66,652 | ManagementAndGeneralAmt |
| Fundraising | $91,025 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,856 | TotalAmt |
| Program Services | $6,693 | ProgramServicesAmt |
| Management And General | $160,700 | ManagementAndGeneralAmt |
| Fundraising | $219,463 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,459 | TotalAmt |
| Program Services | $3,105 | ProgramServicesAmt |
| Management And General | $74,547 | ManagementAndGeneralAmt |
| Fundraising | $101,807 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,466 | TotalAmt |
| Program Services | $942 | ProgramServicesAmt |
| Management And General | $22,625 | ManagementAndGeneralAmt |
| Fundraising | $30,899 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| OTHER FUNDRAISING | $180,681 | $180,681 | ||
| OTHER MGMT & ADMIN | $132,302 | $132,302 | ||
| DONOR CULTIVATION | $58,175 | $33,003 | $24,166 | $1,006 |
| OTHER PROGRAM SERVICES | $5,510 | $5,510 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,918,403 | TotalAmt |
| Program Services | $91,484,925 | ProgramServicesAmt |
| Management And General | $7,417,941 | ManagementAndGeneralAmt |
| Fundraising | $10,015,537 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,473,387 | BOYAmt |
| EOY | $20,033,942 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,784,089 | BOYAmt |
| EOY | $1,576,430 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,284,119 | BOYAmt |
| EOY | $201,526,416 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,295,690 | BOYAmt |
| EOY | $2,244,046 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,927,680 | BOYAmt |
| EOY | $2,927,680 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,786 | BOYAmt |
| EOY | $164,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,728,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,483,788 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,773 | BOYAmt |
| EOY | $244,418 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,571,976 | BOYAmt |
| EOY | $527,403,118 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,919,170 | BOYAmt |
| EOY | $249,524,197 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,321,323 | BOYAmt |
| EOY | $7,186,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,139,993 | BOYAmt |
| EOY | $1,012,830,402 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,367,243 | BOYAmt |
| EOY | $3,252,749 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,669,709 | BOYAmt |
| EOY | $147,779,758 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,036,952 | BOYAmt |
| EOY | $151,032,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,532,723 | BOYAmt |
| EOY | $676,173,456 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,773 | BOYAmt |
| EOY | $244,418 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,202,545 | BOYAmt |
| EOY | $185,380,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,103,041 | BOYAmt |
| EOY | $861,797,895 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,139,993 | BOYAmt |
| EOY | $1,012,830,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $125,239,209 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$33,175,192 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$8,845,500 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $4,476,337 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $64,195,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,978,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,096,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,243,457 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $186,808,629 | CurrentTaxYearAmt |
| Total | $551,322,581 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,195,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,978,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,096,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,243,457 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $186,808,629 | CurrentTaxYearAmt |
| Total | $551,322,581 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $195,431,369 | SubstantialContributorsTotAmt |
| Public Support Total170 | $355,891,212 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,651,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,206,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,844,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,951,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,895,999 | CurrentTaxYearAmt |
| Total | $54,550,211 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $40,945 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $184,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,219 | CurrentTaxYearAmt |
| Total | $875,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $606,789,163 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,825,513 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58652 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $100 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $73,757 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,060,084 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $371,750,138 | BeginningYearBalanceAmt |
| Contributions | $14,621,859 | ContributionsAmt |
| Investment Earnings Or Losses | -$694,297 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,401,267 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,367,876 | OtherExpendituresAmt |
| Administrative Expenses | $7,795,527 | AdministrativeExpensesAmt |
| End Year Balance | $361,113,030 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $334,517,036 | BeginningYearBalanceAmt |
| Contributions | $9,533,720 | ContributionsAmt |
| Investment Earnings Or Losses | $46,532,867 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,354,995 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,463,936 | OtherExpendituresAmt |
| Administrative Expenses | $5,565,156 | AdministrativeExpensesAmt |
| End Year Balance | $370,199,536 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $313,831,435 | BeginningYearBalanceAmt |
| Contributions | $10,756,773 | ContributionsAmt |
| Investment Earnings Or Losses | $27,417,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,125,541 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,782,188 | OtherExpendituresAmt |
| Administrative Expenses | $3,581,125 | AdministrativeExpensesAmt |
| End Year Balance | $334,517,036 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $322,677,794 | BeginningYearBalanceAmt |
| Contributions | $15,219,525 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,437,830 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,982,075 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,887,324 | OtherExpendituresAmt |
| Administrative Expenses | $4,758,655 | AdministrativeExpensesAmt |
| End Year Balance | $313,831,435 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $264,921,832 | BeginningYearBalanceAmt |
| Contributions | $22,748,851 | ContributionsAmt |
| Investment Earnings Or Losses | $52,587,529 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,938,852 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,973,004 | OtherExpendituresAmt |
| Administrative Expenses | $4,668,562 | AdministrativeExpensesAmt |
| End Year Balance | $322,677,794 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37605 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61428 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00967 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $270,099 | DepreciationAmt |
| Book Value | $48,186 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,409,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,213,689 | DepreciationAmt |
| Book Value | $196,232 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $244,418 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITIES | $179,634,321 | F |
| OTHER LONG-TERM INVESTMENTS | $68,925,252 | F |
| OTHER SHORT-TERM INVESTMENTS | $964,624 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $249,524,197 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OHSU | $50,501,537 |
| LIABILITY FOR LIFE INCOME AGREEMENT | $66,365,172 |
| DUE TO OTHER INSTITUTIONS | $2,507,242 |
| LEASE INCENTIVES | $28,405,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $147,779,758 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $195,680,991 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$33,175,192 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,476,337 | OtherRevenueAmt |
| Revenue Not Reported | -$28,698,855 | RevenueNotReportedAmt |
| Revenue Subtotal | $224,379,846 | RevenueSubtotalAmt |
| Other Revenues Not Included | $9,777,766 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,777,766 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $234,157,612 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $107,986,137 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $107,986,137 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | -$8,845,500 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $9,777,766 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $932,266 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $108,918,403 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | AN 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. |
| SCHEDULE D, PART XI, LINE 2D | CHANGE IN VALUE OF LIFE INCOME AGREEMENTS........$4,476,337 |
| SCHEDULE D, PART XI, LINE 4B | RECLASS SPECIAL EVENT EXPENSE........(197,023) RECLASS DCHF REIMBURSEMENT..........1,129,289 RECLASS INVESTMENT EXPENSE..........8,845,500 ----------- TOTAL REVENUE INCLUDED ON FORM 990 BUT NOT FINANCIAL STATEMENTS........9,777,766 |
| SCHEDULE D, PART XII, LINE 4B | RECLASS SPECIAL EVENT EXPENSE........(197,023) RECLASS DCHF REIMBURSEMENT..........1,129,289 RECLASS INVESTMENT EXPENSE..........8,845,500 ----------- TOTAL REVENUE INCLUDED ON FORM 990 BUT NOT FINANCIAL STATEMENTS........9,777,766 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SURGERY GOLF | Event1Nm |
| Gross Receipts Event1 | $225,441 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $158,966 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $66,475 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $88,062 | OtherDirectExpensesEvent1Amt |
| Event2 | Cantwell Golf | Event2Nm |
| Gross Receipts Event2 | $15,401 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,835 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,566 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $19,208 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $77,974 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $56,796 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $21,178 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $89,753 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $318,816 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $228,597 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $90,219 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $197,023 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $197,023 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$106,804 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OHSU | $48,086,782 | $1,988,848 | FMV | SUPPLIES | RESEARCH |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OHSU | $16,260,586 | $269,404 | FMV | SUPPLIES | ACADEMIC SUPPORT |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OHSU | $5,622,143 | $28,948 | FMV | SUPPLIES | INSTRUCTION |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OHSU | $859,184 | $86,738 | FMV | SUPPLIES | INSTITUTIONAL SUPPORT |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OHSU | $4,066,993 | $163,551 | FMV | SUPPLIES | PUBLIC SERVICE |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OHSU | $2,521,437 | $913,100 | FMV | MATERIALS | CAPITAL PROJECTS AND PLANNING |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OHSU | $2,573,825 | N/A | N/A | STUDENT AID | |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | OHSU | $7,714,089 | $8,423 | FMV | SUPPLIES | CLINICAL SUPPORT |
| PROVIDENCE ST VINCENT MED FND | ||||||||||
| 9205 SW BARNES ROAD | PORTLAND | OR | 97225 | 930575982 | 501(C)(3) | $27,632 | N/A | N/A | RESEARCH | |
| OREGON STATE UNIVERSITY | ||||||||||
| PO BOX 1086 | CORVALLIS | OR | 973391086 | 611730890 | 170(C)(1) | $29,173 | N/A | N/A | RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | 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 | GRANTMAKER'S DESCRIPTION OF HOW GRANTS ARE USED TRANSFERS ARE MADE TO OREGON HEALTH AND SCIENCE UNIVERSITY (OHSU), PROVIDENCE ST. VINCENT MEDICAL FOUNDATION (PROVIDENCE), AND OREGON STATE UNIVERSITY (OSU) BASED ON OHSU, PROVIDENCE AND OSU 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nels L Carlson MD | ||||||||||||||
| Trustee | $0 | $220,014 | $0 | $843 | $0 | $0 | $0 | $38,601 | $0 | $19,289 | $0 | $278,747 | $0 | $0 |
| Joseph E Robertson Jr MD MB | ||||||||||||||
| Trustee | $0 | $1,190,237 | $0 | $240,893 | $0 | $39,937 | $0 | $97,327 | $0 | $17,345 | $0 | $1,585,739 | $0 | $0 |
| Constance French | ||||||||||||||
| Vice-President | $299,210 | $0 | $0 | $0 | $5,232 | $0 | $26,657 | $0 | $31,509 | $0 | $362,608 | $0 | $0 | $0 |
| Joy McCammon | ||||||||||||||
| Vice-President | $137,779 | $0 | $0 | $0 | $1,401 | $0 | $17,739 | $0 | $11,899 | $0 | $168,818 | $0 | $0 | $0 |
| L Keith Todd | ||||||||||||||
| President | $377,543 | $0 | $75,000 | $0 | $17,404 | $0 | $25,663 | $0 | $22,880 | $0 | $518,490 | $0 | $0 | $0 |
| Mary Turina | ||||||||||||||
| Vice-President | $194,684 | $0 | $0 | $0 | $4,621 | $0 | $25,140 | $0 | $27,451 | $0 | $251,896 | $0 | $0 | $0 |
| Rebecca Auman | ||||||||||||||
| Director | $140,711 | $0 | $0 | $0 | $12,041 | $0 | $17,964 | $0 | $27,881 | $0 | $198,597 | $0 | $0 | $0 |
| Drew Hunsinger | ||||||||||||||
| Director | $143,649 | $0 | $0 | $0 | $777 | $0 | $18,240 | $0 | $11,346 | $0 | $174,012 | $0 | $0 | $0 |
| Jennifer Flores | ||||||||||||||
| Director | $133,110 | $0 | $6,500 | $0 | $1,433 | $0 | $17,948 | $0 | $29,756 | $0 | $188,747 | $0 | $0 | $0 |
| William Sommerfeld | ||||||||||||||
| Director | $122,062 | $0 | $4,000 | $0 | $1,934 | $0 | $16,031 | $0 | $10,918 | $0 | $154,945 | $0 | $0 | $0 |
| Rachel Stroud | ||||||||||||||
| Director | $127,170 | $0 | $0 | $0 | $711 | $0 | $15,979 | $0 | $10,982 | $0 | $154,842 | $0 | $0 | $0 |
| Lori Mueller | ||||||||||||||
| Former Vice-President | $0 | $0 | $0 | $0 | $131,222 | $0 | $0 | $0 | $0 | $0 | $131,222 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1, LINE 1A | RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS THE ORGANIZATION PAID A LOCAL SOCIAL CLUB FEE FOR ITS PRESIDENT AND TWO OTHER OFFICERS. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION. |
| PART 1, LINE 4A | SEVERANCE PAYMENTS JANET FRATELLA, FORMER OHSUF OFFICER, RECEIVED SEVERANCE PAYMENTS TOTALLING $21,780 AND LORI MUELLER, FORMER OHSUF VICE PRESIDENT, RECEIVED SEVERANCE PAYMENTS TOTALLING $131,222. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| J GREG NESS | |||
| OHSUF TRUSTEE | $1,124,675 | FINANCIAL PRODUCTS | false |
| ERIC E PARSONS | |||
| OHSUF TRUSTEE | $1,124,675 | FINANCIAL PRODUCTS | false |
| ROBERT G GOOTEE | |||
| OHSUF TRUSTEE | $1,293,085 | FINANCIAL PRODUCTS | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 190 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,328,946 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MARKET | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,940,447 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Auction Items | 190 | $153,797 | FMV - SALES PRICE |
| Yes (X) | VARIOUS | 5 | $35,648 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32 | HIRE AND USE OF THIRD PARTIES THE ORGANIZATION PARTNERS WITH VOLUNTEERS OF AMERICA FOR THE COLLECTION AND SALE OF GIFTS OF AUTOMOBILES. THE ORGANIZATION ALSO ENGAGES THE SERVICES OF REAL ESTATE AGENTS WHEN SELLING GIFTS OF REAL PROPERTY. THE ORGANIZATION USES STOCK BROKERS TO PROCESS AND SELL SECURITIES. THE SERVICES OF MARKETING FIRMS IN THE SOLICITATION OF PLANNED GIFTS IS ALSO USED. |
| PART I, COLUMN B | NUMBER 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A - PROGRAM SERVICES | Oregon 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 OHSU's vital missions, and to invest and manage gifts responsibly to honor donors' wishes. In FY14-15, private giving to OHSU topped $300 million, in great part thanks to the Knight Cancer Challenge. In September 2013, Nike co-founder Phil Knight and his wife, Penny, issued a historic challenge for cancer research at OHSU: if OHSU could raise $500 million by February 2016, the Knights would donate an additional $500 million. On June 25, 2015, the OHSU Foundation announced that it had met the challenge, reaching the fundraising goal that triggered the Knights' gift pledge and setting a new philanthropic record for challenge giving. Gifts, including a $100 million commitment from Gert Boyle, Chairman of Columbia Sportswear, came from more than 10,000 donors from across the country and beyond. The Knight Cancer Institute was just one of many areas of OHSU to receive donor support this year. In FY14-15 the OHSU Foundation transferred more than $91 million in program support to OHSU's healing, discovery, teaching and outreach missions. Philanthropy has driven OHSU's achievement in research, patient care, health care education and community outreach during FY14-15 by: . Developing a promising HIV vaccine candidate in the lab of Louis Picker with more than $25 million in grants. This support is helping bring Dr. Picker's vaccine candidate to clinical trials. . Ensuring excellent eye care for children with a gift of $2.3 million to the Elks Children's Eye Clinic at OHSU Casey Eye Institute. . Providing the best pediatric care in the region with an unrestricted gift of $2.1 million to OHSU Doernbecher Children's Hospital. . Stopping heart disease and fighting Alzheimer's with commitments of $1.5 million to the OHSU Knight Cardiovascular Institute and $1 million to OHSU's Layton Center for Alzheimer's and Aging. . Investigating innovative therapies for multiple sclerosis with $1.5 million in support of a research innovation fund. . Investing in faculty recruitment and retention at the Harold Schnitzer Diabetes Health Center with a gift of $1.25 million. |
| FORM 990, PART VI, LINE 2 | BUSINESS OR FAMILY RELATIONSHIPS DREW HUNSINGER HAS A FAMILY RELATIONSHIP WITH RACHEL STROUD HUNSINGER. |
| FORM 990, PART VI, LINE 4 - GOVERNING DOCUMENTS | IN JUNE 2015, OHSU FOUNDATION ADOPTED AMENDMENTS TO THE RESTATED BYLAWS. THESE AMENDMENTS INCLUDED THE FOLLOWING CHANGES: . EMERITUS MEMBERS ARE PERMITTED TO SIT ON THE EXECUTIVE COMMITTEE . THE COMPENSATION COMMITTEE WILL NO LONGER APPROVE THE BUDGET FOR SALARY ADJUSTMENTS . THE NOMINATING & ENGAGEMENT COMMITTEE REPLACES THE NOMINATING COMMITTEE |
| FORM 990, PART VI, LINE 7B | OHSU'S PRESIDENT HAS THE POWER TO APPROVE DIRECTORS. |
| FORM 990, PART VI, LINE 11B - FORM 990 REVIEW PROCESS | THE VP - CHIEF FINANCIAL STRATEGIST AND THE CONTROLLER REVIEW THE DRAFT 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 STRATEGIST REVIEWS 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 STRATEGIST OF ANY POSITIVE RESPONSES TO ANY QUESTIONS ON THE DISCLOSURE STATEMENT; AND WILL FOLLOW UP WITH RESPECT TO ANY OTHER DISCLOSURES THAT INDICATE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THIS MAY INCLUDE, BUT NOT LIMITED TO, ASKING THE PERSON NOT TO PARTICIPATE IN RELATED DECISIONS OR RECOMMENDING APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TO THE FOUNDATION PRESIDENT AND/OR CHAIRMAN OF THE BOARD OF TRUSTEES FOR THE OHSU FOUNDATION. AS POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED THROUGHOUT THE COURSE OF A YEAR, EACH RESPONDENT HAS AN OBLIGATION TO ADVISE THE EXECUTIVE COMMITTEE IN WRITING OF THE EXISTANCE OF ANY SUCH REAL OR 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 OR POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED COMMITTEE MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND WHETHER THE TRANSACTION IS FAIR TO THE FOUNDATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE EXECUTIVE COMMITTEE WILL INFORM THE RESPONDENT, IN WRITING, OF ITS DECISION. IF THE EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A RESPONDENT HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL INFORM THE RESPONDENT OF THE BASIS FOR SUCH BELIEF AND AFFORD THE RESPONDENT AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE RESPONDENT AND MAKING FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE DETERMINES THAT THE RESPONDENT HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL RECOMMEND APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TO THE FOUNDATION PRESIDENT AND/OR THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR THE OHSU FOUNDATION. |
| FORM 990, PART VI, LINE 15B - COMPENSATION REVIEW & APPROVAL PROCESS | PROCESS OF DETERMINING THE COMPENSATION: 1. REVIEW AND APPROVAL BY A GOVERNING BODY: A COMPENSATION COMMITTEE IS COMPOSED OF REPRESENTATIVES OF THE OHSU FOUNDATION BOARD OF TRUSTEES WITH MEMBERS TO INCLUDE BUT NOT LIMITED TO THE BOARD CHAIR, IMMEDIATE PAST CHAIR, AND FINANCE CHAIR. THE COMPENSATION COMMITTEE REVIEWS THE DOCUMENTATION FOR APPROVAL PRIOR TO THE PRESENTATION OF THE BUDGET AT THE JUNE BOARD MEETING, IF THERE ARE CHANGES TO MERIT BUDGET FROM THE PREVIOUS YEAR. 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 COMP. 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 5 - OTHER CHANGES IN NET ASSETS | CHANGE IN VALUE OF LIFE INCOME AGREEMENTS........4,476,337 ----------- TOTAL 4,476,337 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | HOSPITAL/UNIV | OR | NA | false | ||
| DOERNECHER CHILDREN'S HOSPITAL FDN | ||||||||||
| 1121 SW SALMON STREET 100 | PORTLAND | OR | 97205 | 930579589 | FUNDRAISING | OR | NA | false | 501(C)(3) | 5 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUST (50) | |||
| CRT | OR | OHSUF | false |
| CHARITABLE REMAINDER TRUST (2) | |||
| CRT | OR | UBS | false |
| CHARITABLE REMAINDER TRUST (2) | |||
| CRT | OR | US BANK | false |
| CHARITABLE REMAINDER TRUST (3) | |||
| CRT | OR | CALDWELL TRUST | false |
| CHARITABLE REMAINDER TRUST (1) | |||
| CRT | OR | OCF | false |
| CHARITABLE LEAD TRUST (1) | |||
| CLT | OR | OHSUF | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| b | $81,872,203 | CASH PAID |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| o | $99,577 | WRITTEN AGREE |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| q | $64,433 | CASH PAID |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| r | $2,518,459 | WRITTEN AGREE |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||
| s | $1,404,622 | WRITTEN AGREE |