2012-03-30T16:06:51-05:00 2011-06-30 BOLDT CARLISLE & SMITH LLC 408 NORTH THIRD AVENUE STAYTON OR 97383 990 2010-07-01 930667383 REGIS HIGH SCHOOL FOUNDATION REGI 5037692159 550 W REGIS STAYTON OR 97383 JON HEUBERGER 5037694822 2012-03-29 1 5037692186 X 2010 2016-02-24 21:20:13Z JON HEUBERGER 11978 SUBLIMITY RD SE SUBLIMITY OR 97385 1823440 0 0928 X N/A X FOUNDATION 1976 OR REGIS HIGH SCHOOL SUPPORT 11 11 0 0 0 0 142781 948998 0 0 53227 93863 184271 399932 380279 1442793 156590 144242 0 0 0 0 0 120938 120938 23715 51267 180305 316447 199974 1126346 2336272 3456425 10268 4075 2326004 3452350 PROVIDE ANNUAL SUPPORT TO REGIS HIGH SCHOOL AND ST. MARYS GRADE SCHOOL. 0 0 138018 138018 GRANTS TO REGIS HIGH SCHOOL - THE SUPPORTED ORGANIZATION 4724 4724 GRANTS TO ST MARY'S GRADE SCHOOL 1500 1500 ETZEL MEMORIAL FUND SCHOLARSHIP $1,000BECKER FUND SCHOLARSHIP $ 500 144242 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X REGIS HS DEVELOPMENT OFFICE 5037696243 550 WEST REGIS ST STAYTON OR 97383 X JON HEUBERGER 1.00 X X 0 0 0 JOHN MELDRUM 2.00 X X 0 0 0 ROBERT FRERES JR 1.00 X X 0 0 0 MADELEINE GERE 20.00 X 0 0 0 RON BOSCHSLER 0.50 X 0 0 0 LARRY ETZEL 0.50 X 0 0 0 TOM FESSLER 0.50 X 0 0 0 DOUG HIGHBERGER 0.50 X 0 0 0 KEVIN JOYCE 0.50 X 0 0 0 LARRY KEUDELL 0.50 X 0 0 0 JERRY WEIS 0.50 X 0 0 0 LINDSEY ZUBER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 948998 948998 51831 51831 422679 380647 42032 42032 42032 NET UNREALIZED GAINS 900099 399932 399932 399932 1442793 0 0 493795 142742 142742 1500 1500 120938 120938 963 963 9484 9484 918 918 840 840 32071 32071 PROFESSIONAL SERVICES 5004 5004 SUPPLIES 880 880 POSTAGE 612 612 MISCELLANEOUS 212 212 DUES & SUBSCRIPTIONS 150 150 133 133 316447 144242 51267 120938 18388 520924 2317884 2935501 2336272 3456425 10268 4075 10268 4075 X 71105 135636 303343 1138358 1951556 2178356 2326004 3452350 2336272 3456425 1126346 0 X 0 0 0 X X 0 0 0 REGIS HIGH SCHOOL ARCHDIOCESE OF PORTLAND 930508724 501(C)(3) 1 1 1 138018 1 138018 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2326004 948998 493795 1500 142742 172205 3452350 2126031 142781 237334 1500 123090 55552 2326004 2634004 48218 -392976 1500 126928 34787 2126031 0.03900 0.63100 0.33000 0 0 0 CHARLES SCHWAB 2659505 F MORTGAGE LOANS 275996 C 2935501 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SUPPORT OF REGIS HIGH SCHOOL AND ST. MARY GRADE SCHOOL X X X X X X 1 STEIER GROUP 10844 OLD MILL RD SUITE 1 OMAHA NE 68154 CAPITAL CAMPAIGN MANAGEMENT 0 619219 120938 498281 619219 120938 498281 OR EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) ORGANIZATION BEGAN A 5 YEAR CAPITAL CAMPAIGN IN THE CURRENT YEAR 1 REGIS HIGH SCHOOL 550 W REGIS STAYTON OR 97383 930508724 138018 GRANTS TO SUPPORTED ORGANIZATION REGIS HIGH SCHOOL FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE BEING FILED, BUT IS REVIEWED BY THE SIGNING OFFICER. THE FORM 990 IS PROVIDED TO THE BOARD AT THE NEXT MONTHLY BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE REGIS HIGH SCHOOL DEVELOPMENT OFFICE, LOCATED AT REGIS HIGH SCHOOL, 550 WEST REGIS STREET, STAYTON, OREGON 97383. REGIS HIGH SCHOOL 550 WEST REGIS STREET STAYTON OR 97383 930508724 PRIVATE HIGH SCHOOL OR 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 REGIS HIGH SCHOOL B 138018 INDIVIDUAL FUND GUIDELINES REGIS HIGH SCHOOL O 32071 CONTRACT WITH SCHOOL