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OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION (EIN 23-7083114)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-04-20
IRS object ID
201231119349300318
Schema version
2010v3.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-04-20T13:07:40-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1801 Second Avenue Suite 900AddressLine1
CitySeattleCity
StateWAState
ZIP Code98104ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237083114EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1OREGON HEALTH & SCIENCEBusinessNameLine1
Business Name Line2UNIVERSITY FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlOREGNameControl
Phone5032281730Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11121 SW SALMON STREET 100AddressLine1
CityPORTLANDCity
StateORState
ZIP Code972052021ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLori MuellerName
TitleV.P. of Finance & AdministrationTitle
Phone5032208316Phone
Date Signed2012-04-02DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameROBISON SueName
Phone2069134000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonConstance FrenchNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11121 SW Salmon Street 100AddressLine1
CityPortlandCity
StateORState
ZIP Code972052021ZIPCode
FieldValueIRS element (for citing)
Gross Receipts282441494GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.ohsufoundation.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1970YearFormation
State Legal DomicileORStateLegalDomicile
Activity Or Mission DescriptionOHSUF is a nonprofit organization established in 1970 dedicated to secure private philanthropic support for OHSU and to invest and manage gifts responsibily in accordance with donors' wishes.ActivityOrMissionDescription
Nbr Voting Members Governing Body52NbrVotingMembersGoverningBody
Nbr Independent Voting Members42NbrIndependentVotingMembers
Total Nbr Employees137TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI83745TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year44879952ContributionsGrantsPriorYear
Contributions Grants Current Year64195945ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1077312ProgramServiceRevenuePriorYear
Program Service Revenue CY3605635ProgramServiceRevenueCY
Investment Income Prior Year18253895InvestmentIncomePriorYear
Investment Income Current Year29914221InvestmentIncomeCurrentYear
Other Revenue Prior Year2002578OtherRevenuePriorYear
Other Revenue Current Year-44546OtherRevenueCurrentYear
Total Revenue Prior Year66213737TotalRevenuePriorYear
Total Revenue Current Year97671255TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year40446149GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY82427801GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year8405836SalariesEtcPriorYear
Salaries Etc Current Year9106328SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year5398235TotalFundrsngExpCurrentYear
Other Expense Prior Year3083573OtherExpensePriorYear
Other Expenses Current Year3437467OtherExpensesCurrentYear
Total Expenses Prior Year51935558TotalExpensesPriorYear
Total Expenses Current Year94971596TotalExpensesCurrentYear
Revenues Less Expenses Prior Year14278179RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2699659RevenuesLessExpensesCY
Total Assets BOY649183016TotalAssetsBOY
Total Assets EOY682692950TotalAssetsEOY
Total Liabilities BOY40465259TotalLiabilitiesBOY
Total Liabilities EOY37356769TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY608717757NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY645336181NetAssetsOrFundBalancesEOY
Mission DescriptionOregon 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense82790604Expense
Grants82325950Grants
Revenue3271750Revenue
DescriptionContributions, grants, and 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense101851Expense
Grants101851Grants
Revenue101851Revenue
DescriptionGrants and transfers to support programs of other charitable, medical, and educational organizations.Description
FieldValueIRS element (for citing)
Total Program Service Expense82892455TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationtrueBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096243NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees137NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OftrueForm8282PropertyDisposedOf
Number Of8282 Filed1NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form1098 C FiledtrueForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members52NbrVotingGoverningBodyMembers
Number Independent Voting Members42NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLORI MUELLERVP FIN ADMINNamePerson
Telephone Number5032281730TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11121 SW SALMON STREET 100AddressLine1
CityPortlandCity
StateORState
ZIP Code97205ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (65 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Steven W Beadnell DMD
Trustee1.0X012607293
Ronald G Brake
Trustee1.0X000
Maureen D Casey
Trustee1.0X000
Truman W Collins JR
Trustee1.0X000
Reid S Connell JR PhD
Trustee1.0X011960
Alice B Davies
Trustee1.0X000
John W Dixon
Trustee1.0X000
Wayne A Drinkward
Trustee1.0X000
Ann P Edlen
Trustee1.0X000
Ruth J Fisher
Trustee1.0X000
Lori B Flexer
Trustee1.0X000
Mark P Goodman
Trustee1.0X000
Robert G Gootee
Trustee1.0X000
Patrick J Green JD
Trustee1.0X000
Robert S Gregg
Trustee1.0X000
J Clayton Hering
Trustee1.0X000
Tony L Hopson
Trustee1.0X000
James B Jeddeloh
Trustee1.0X000
Sharon A Kitzhaber
Trustee1.0X000
Norwood W Knight-Richardson
Trustee1.0X035463829615
Peter O Kohler MD
Trustee1.0X000
Ruth H Layton
Trustee1.0X000
Tamara L Lundgren
Trustee1.0X000
Joseph D Matarazzo PhD
Trustee1.0X000
Marcus C Mundy
Trustee1.0X000
J Greg Ness
Trustee1.0X000
Peter C Olson
Trustee1.0X000
Shirley N Pape RD
Trustee1.0X000
Ronald C Parker
Trustee1.0X000
Eric E Parsons
Vice-Chair1.0X000X
Stephen S Pawlowski
Trustee1.0X000
Carmen E Phillips
Trustee1.0X000
Maria M Pope
Trustee1.0X000
Jill M Price DMD
Trustee1.0X000
Gary W Reynolds CPA
Treasurer1.0X000X
Robert L Ridgley JD
Trustee1.0X000
Joseph E Robertson JR MD MBA
Trustee1.0X0101717774529
Richard A Royse
Trustee1.0X000
Arlene D Schnitzer
Trustee1.0X000
Mina M Schnitzer
Trustee1.0X000
Donald R Shick
Trustee1.0X000
M Susan Smith PhD
Trustee1.0X011996718640
Patricia L Smith
Trustee1.0X000
Gordon D Sondland
Trustee1.0X000
Nicholas J Stanley
Trustee1.0X000
Julie N Stott
Trustee1.0X000
Keith L Thomson
Chair1.0X000X
Ronald E Timpe
Trustee1.0X000
Marcia S Walsh
Trustee1.0X000
Malia H Wasson
Trustee1.0X000
Roderick C Wendt
Trustee1.0X000
Mary D Wilcox
Secretary1.0X000X
Janet Fratella
Vice-President40.0122308019719X
Constance French
Sr. Vice-President40.0271080051026X
Joy McCammon
Vice-President40.0114343023864X
Lori Mueller
Vice-President40.0162237040602X
Sarah Panetta
Vice-President40.07214704662X
Allan Price
President40.0488060071833X
Susan Nicol
Executive Director40.0178016038061X
Julie Fitzgerald
Assoc. Vice-President40.0130686030116X
William P Sommerfeld
Director40.0112387023344X
Rachel Stroud
Director40.0109152022867X
Lori Sweeney
Director40.0104112032978X
Drew Hunsinger
Senior Director, Gift Planning40.0111912021330X
Dorothy Metaj
Vice-President40.0140689023500X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2117129TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1505585TotalReportableCompFrmRltdOrgs
Total Other Compensation526979TotalOtherCompensation
Number Individuals GT100 K12NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
McKinsey Company Incorporated
PO Box 7247-7255PHILADELPHIAPA191707255Consulting Services900000
Cambridge Associates
PO Box 10317UNIONDALENY115550317Investment Expense591792
KPMG LLP
PO Box 120001DALLASTX753120771Accounting Services193878
Grenzebach Glier Associates Inc
PO Box 88277 Dept ACHICAGOIL606801277Fundraising Services144604
Tonkon Torp LLP
888 SW FIFTH AVENUE 1600 Pioneer TPORTLANDOR972042099Legal Services130302
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Federated Campaigns39669FederatedCampaigns
Fundraising Events750475FundraisingEvents
Related Organizations86638RelatedOrganizations
All Other Contributions63319163AllOtherContributions
Noncash Contributions30840757NoncashContributions
Total Contributions64195945TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
EDUCATION OF PUBLIC900099145053114505310$0
ALUMNI/OUTREACH ACTIVITY9000993813743813740$0
MANAGEMENT SERVICE FEES900099154169615416960$0
RESEARCH ACTIVITY AGMTS90009923203400$232,034
FieldValueIRS element (for citing)
Total Program Service Revenue3605635TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column12651500TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue83745UnrelatedBusinessRevenue
Exclusion$12,567,755ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities143200360Securities
Other58504515Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities131987045Securities
Other52455109Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities11213315Securities
Other6049406Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column17262721TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$17,262,721ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events283539GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events750475CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses328085FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-44546TotalRevenueColumn
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$44,546ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column97671255TotalRevenueColumn
Related Or Exempt Function Income3373601RelatedOrExemptFunctionIncome
Unrelated Business Revenue83745UnrelatedBusinessRevenue
Exclusion$30,017,964ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total82427801Total
Program Services82427801ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1696746Total
Program Services83509ProgramServices
Management And General920315ManagementAndGeneral
Fundraising692922Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total5357288Total
Program Services200761ProgramServices
Management And General2769691ManagementAndGeneral
Fundraising2386836Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total478096Total
Program Services20480ProgramServices
Management And General239141ManagementAndGeneral
Fundraising218475Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1029918Total
Program Services45143ProgramServices
Management And General579868ManagementAndGeneral
Fundraising404907Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total544280Total
Program Services21685ProgramServices
Management And General282395ManagementAndGeneral
Fundraising240200Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total159971Total
Program Services7573ProgramServices
Management And General118637ManagementAndGeneral
Fundraising33761Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total285161Total
Program Services17110ProgramServices
Management And General268051ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total481522Total
Program Services12991ProgramServices
Management And General203531ManagementAndGeneral
Fundraising265000Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total112248Total
Program Services666ProgramServices
Management And General10437ManagementAndGeneral
Fundraising101145Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total604025Total
Program Services12900ProgramServices
Management And General202092ManagementAndGeneral
Fundraising389033Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total127948Total
Program Services5509ProgramServices
Management And General86308ManagementAndGeneral
Fundraising36131Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total400157Total
Program Services9950ProgramServices
Management And General155883ManagementAndGeneral
Fundraising234324Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total121829Total
Program Services2401ProgramServices
Management And General37612ManagementAndGeneral
Fundraising81816Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total102726Total
Program Services1736ProgramServices
Management And General27195ManagementAndGeneral
Fundraising73795Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total145950Total
Program Services8757ProgramServices
Management And General137193ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total45069Total
Program Services2704ProgramServices
Management And General42365ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
SPONSORED EVENTS302468538384326212759
OTHER INVESTMENT EXPENSES33817003381700
OTHER FUNDRAISING271310027131
OTHER MGMT & ADMIN17769601776960
OTHER PROGRAM SERVICES5396539600

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total94971596Total
Program Services82892455ProgramServices
Management And General6680906ManagementAndGeneral
Fundraising5398235Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY6967196BOY
EOY2917819EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY14663450BOY
EOY15951115EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY103003978BOY
EOY92585675EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1313344BOY
EOY2039354EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1301739BOY
EOY1300000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY137618BOY
EOY68569EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1613100LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1065750LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY621576BOY
EOY547350EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY356020420BOY
EOY379905160EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY156687743BOY
EOY181051125EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY8465952BOY
EOY6326783EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY649183016BOY
EOY682692950EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2040014BOY
EOY2080977EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY38425245BOY
EOY35275792EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY40465259BOY
EOY37356769EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY478525823BOY
EOY493271850EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY621576BOY
EOY547350EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY129570358BOY
EOY151516981EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY608717757BOY
EOY645336181EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY649183016BOY
EOY682692950EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses2699659ReconcilationRevenueExpenses
Reconcilation Other Changes33918765ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College Support Org170b1 AivXCollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years76545623CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years53540188CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years92656010CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year44879952CurrentTaxYearMinus1Year
Current Tax Year64195945CurrentTaxYear
Total331817718Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years76545623CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years53540188CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years92656010CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year44879952CurrentTaxYearMinus1Year
Current Tax Year64195945CurrentTaxYear
Total331817718Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total4840170AmountsSubstContributorsTotal
Public Support Total170326977548PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years12404024CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13443262CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14400561CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12334425CurrentTaxYearMinus1Year
Current Tax Year12651500CurrentTaxYear
Total65233772Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years48491CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years48819CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year40945CurrentTaxYear
Total138255Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support397189745TotalSupport
Gross Receipts From Admissions Etc3605635GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.82323PublicSupportPertcentage170
Public Support Pertcent Prior Year0.73400PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held2NumberDAFsHeld
Donor Advised Contributions2725DonorAdvisedContributions
Grants Paid From Donor Funds34000GrantsPaidFromDonorFunds
Aggregate DAF Value1198149AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance264921832BeginningOfYearBalance
Contributions22748851Contributions
Investment Earnings Or Losses52587529InvestmentEarningsOrLosses
Grants Or Scholarships1938852GrantsOrScholarships
Other Expenditures10973004OtherExpenditures
Administrative Expenses4668562AdministrativeExpenses
End Of Year Balance322677794EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance244903795BeginningOfYearBalance
Contributions8803340Contributions
Investment Earnings Or Losses27631831InvestmentEarningsOrLosses
Grants Or Scholarships1690536GrantsOrScholarships
Other Expenditures11671717OtherExpenditures
Administrative Expenses3054881AdministrativeExpenses
End Of Year Balance264921832EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance322760382BeginningOfYearBalance
Contributions11431155Contributions
Investment Earnings Or Losses-71518318InvestmentEarningsOrLosses
Grants Or Scholarships1655370GrantsOrScholarships
Other Expenditures12445471OtherExpenditures
Administrative Expenses3668583AdministrativeExpenses
End Of Year Balance244903795EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.38600BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.60320PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.01080TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis0OtherCostOrOtherBasis
Book Value0BookValue
FieldValueIRS element (for citing)
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis327719OtherCostOrOtherBasis
Depreciation101116Depreciation
Book Value226603BookValue
FieldValueIRS element (for citing)
EquipmentEquipment

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1285381OtherCostOrOtherBasis
Depreciation964634Depreciation
Book Value320747BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings547350TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
EQUITIES116231492F
OTHER LONG-TERM INVESTMENTS63750942F
OTHER SHORT-TERM INVESTMENTS1068691F
FieldValueIRS element (for citing)
Total Of Book Value Securities181051125TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
DUE TO OHSU$18,004,221
LIABILITY FOR LIFE INCOME AGREEMENTS$15,302,699
DUE TO OTHER INSTITUTIONS$1,494,285
LEASE INCENTIVES$474,587
FieldValueIRS element (for citing)
Total Of Amounts35275792TotalOfAmounts
Total Revenue97671255TotalRevenue
Total Expenses94971596TotalExpenses
Excess Or Deficit For Year2699659ExcessOrDeficitForYear
Net Unrealized GL On Investments38123971NetUnrealizedGLOnInvestments
Investment Expenses-5986694InvestmentExpenses
Other$1,781,488OtherAmount
Total Adjustments33918765TotalAdjustments
Excess Or Deficit Per FS36618424ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt130800518TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments38123971NetUnrealizedGainsInvestments
Other Revenues1781488OtherRevenues
Revenue Not Rptd F99039905459RevenueNotRptdF990
Revenue Subtotal90895059RevenueSubtotal
Other Revenues Not Included6776196OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt6776196RevenueNotRptdOnFinStmt
Total Revenue Per Form99097671255TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt94182094TotExpensesEtcAuditedFinclStmt
Expenses Subtotal94182094ExpensesSubtotal
Investment Expenses Not Included2-5986694InvestmentExpensesNotIncluded2
Other Expenses Not Included6776196OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt789502ExpensesNotRptdOnFinStmt
Total Expenses Per Form99094971596TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 8 - Other Changes in Net Assets or Fund BalancesChange in Value of Life Income Agreements 1,781,488 ----------- Total 1,781,488
Part XII, Line 2d - Other Excluded RevenueChange in Value of Life Income Agreements 1,781,488 ----------- Total 1,781,488
Part XII, Line 4b - Other Included RevenueReclassed Revenue 6,776,196 ----------- Total 6,776,196
Part XIII, Line 4b - Other Included ExpensesReclassed Expenses 6,776,196 ----------- Total 6,776,196
Part XIV - Intended Uses of Endowment FundAn endowed fund may support a specific Oregon Health and Science University school, department, research institute or program. It also may support specific people or purposes such as a faculty professorship or chair, scholarship or fellowship, research activity, visiting lecturer or patient care.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Music GalaNameOfEvent1
Gross Receipts Event1318015GrossReceiptsEvent1
Charitable Contributions Event1270975CharitableContributionsEvent1
Gross Revenue Event147040GrossRevenueEvent1
Other Direct Expenses Event1186376OtherDirectExpensesEvent1
Name Of Event2Surgery GolfNameOfEvent2
Gross Receipts Event2161120GrossReceiptsEvent2
Charitable Contributions Event268792CharitableContributionsEvent2
Gross Revenue Event292328GrossRevenueEvent2
Other Direct Expenses Event251095OtherDirectExpensesEvent2
Total Number Of Other Events25TotalNumberOfOtherEvents
Gross Receipts Other Events554879GrossReceiptsOtherEvents
Charitable Contrib Other Events410708CharitableContribOtherEvents
Gross Revenue Other Events144171GrossRevenueOtherEvents
Other Direct Expenses Other Events90614OtherDirectExpensesOtherEvents
Gross Receipts Total1034014GrossReceiptsTotal
Charitable Contributions Total750475CharitableContributionsTotal
Gross Revenue Total Events283539GrossRevenueTotalEvents
Other Direct Expenses Total Events328085OtherDirectExpensesTotalEvents
Direct Expense Summary Events328085DirectExpenseSummaryEvents
Net Income Summary-44546NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedfalseRecordsMaintained

Recipient Table RecipientTable (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
Oregon Health & Science University
3181 Sam Jackson Park RdPortlandOR97239931176109OHSU168805295875Fair Market ValueVariousResearch and develop.
Oregon Health & Science University
3181 Sam Jackson Park RdPortlandOR97239931176109OHSU9449442364988Fair Market ValueVariousAcademic admin. And supp.
Oregon Health & Science University
3181 Sam Jackson Park RdPortlandOR97239931176109OHSU437731576049Fair Market ValueVariousInstructional Activities
Oregon Health & Science University
3181 Sam Jackson Park RdPortlandOR97239931176109OHSU178237815000Fair Market ValueVariousInstitutional support, admin.
Oregon Health & Science University
3181 Sam Jackson Park RdPortlandOR97239931176109OHSU162772914916Fair Market ValueVariousPublic service
Oregon Health & Science University
3181 Sam Jackson Park RdPortlandOR97239931176109OHSU421522150N/AN/ACapital projects and planning
Oregon Health & Science University
3181 Sam Jackson Park RdPortlandOR97239931176109OHSU17921200N/AN/AStudent aid and training
Oregon Health & Science University
3181 Sam Jackson Park RdPortlandOR97239931176109OHSU37786458749Fair Market ValueVariousClinical support
Providence St Vincent Medical Foundation
9205 SW Barnes RoadPortlandOR97225930575982501(c)(3)281620N/AN/AReserach and development
Portland Chamber Orchestra
PO Box 9024PortlandOR97207930556942501(c)(3)715000N/AN/APublic service
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Norwood W Knight-Richardson
034938805250000294000215038425300
Joseph E Robertson JR MD MBA
0925517076660015000073255012740109170600
Constance French
27108000000294000216260322106000
Lori Mueller
16223700000200480205540202839000
Allan Price
404815080000032450537620180710559893000
Susan Nicol
17477100032450211600169010216077000
Julie Fitzgerald
13068600000159510141650160802000
Dorothy Metaj
1406890000017324061760164189000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierPart 1, Line 1aIdentifier
Return ReferenceRelevant Information Regarding Compensation BenefitsReturnReference
ExplanationThe organization paid a local social club fees for its president and a key employee. This benefit was treated as taxable compensation.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Arlene Schnitzer
OHSUF Trustee511309Building Leasefalse
Peter Kohler MD
OHSUF Trustee493583Financial Productsfalse
Greg Ness
OHSUF Trustee493583Financial Productsfalse
Eric Parsons
OHSUF Trustee493583Financial Productsfalse
Ronald Timpe
OHSUF Trustee493583Financial Productsfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99015975NoncashContribsRptdF990
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99034633NoncashContribsRptdF990
Method Of Determining RevenuesComparable SalesMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990153NoncashContribsRptdF990
Method Of Determining RevenuesComparable SalesMethodOfDeterminingRevenues

Cars And Other Vehicles CarsAndOtherVehicles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9904900NoncashContribsRptdF990
Method Of Determining RevenuesComparable SalesMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions90NumberOfContributions
Noncash Contribs Rptd F99028544901NoncashContribsRptdF990
Method Of Determining RevenuesAverage Market ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther

Real Estate Residential RealEstateResidential

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions5NumberOfContributions
Noncash Contribs Rptd F9901840280NoncashContribsRptdF990
Method Of Determining RevenuesComparable SalesMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F9907596NoncashContribsRptdF990
Method Of Determining RevenuesComparable SalesMethodOfDeterminingRevenues

Drugs And Medical Supplies DrugsAndMedicalSupplies

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions9NumberOfContributions
Noncash Contribs Rptd F990330466NoncashContribsRptdF990
Method Of Determining RevenuesComparable SalesMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionAuction ItemsDescription
Number Of Contributions150NumberOfContributions
Noncash Contribs Rptd F99061853NoncashContribsRptdF990
Method Of Determining RevenuesFMV - Sales PriceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received2NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part I, Lines 32Hire and Use of Third PartiesThe 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 marketking firms in the soliciation of planned gifts is also used.
Part I, Column bNumber of ContributionsThe organization uses the number of contributions to report the quantities in this column.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (73 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part III, Line 4a - Program ServicesOregon Health & Science University Foundation (OHSUF) 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 FY 10-11, several important gifts from individuals, foundations and corporations allowed the Foundation to raise $100 million in support of Oregon Health and Science University (OHSU). The following are highlights from the year: OHSU leaders launched a campaign to build a new School of Dentistry facility on the Schnitzer Campus on the South Waterfront, raising $19 million toward a $43 million total philanthropic goal. Three significant gifts allowed the Foundation to meet its ambitious fundraising goal: Bonnie and Eugene Skourters, D.M.D., pledged $10 million, ODS Health contributed $5 million, and A-dec pledged $4.53 million in dental equipment. The OHSU Foundation provided more than $82 million in program support to OHSU's healing, discovery, teaching and outreach missions. The Knight Cancer Institute received a $1.5 million anonymous gift to support research efforts and a $6.25 million grant from The Leukemia & Lymphoma Society (LLS), through its prestigious Marshall A. Lichtman Specialized Center of Research (SCOR) research initiative. Casey Eye Institute Director Emeritus Fritz T. Fraunfelder, M.D., and Yvonne M. Fraunfelder committed a testamentary gift valued at $2.8 million to advance the mission of OHSU's renowned eye health and research center. The Walter S. & Luciene Driskill Foundation awarded a $4 million grant to OHSU's world-renowned Blood-Brain Barrier program. The grant will advance OHSU's efforts to develop new, nonsurgical treatments for malignant brain tumors and to share its unique knowledge with the international medical community. Foundation staff coordinated the efforts of hundreds of volunteers, including the 100 volunteer trustees and emeritus trustees. Through its affiliate, the Medical Research Foundation of Oregon, the OHSU Foundation awarded $1.2 million in grants supporting life science research at Oregon research institutions. The Foundation received more than $21 million in bequests and planned gifts facilitated by the Department of Gift Planning and supporting a variety of programs. These include a $1.2 million gift from the Estate of Mary Lou Hansen to benefit the area of greatest need at Doernbecher Children's Hospital, an $801,000 real property gift from Wayne and Sandy Ericksen to benefit OHSU, and IRA rollover gifts from 26 donors totalling more than $793,000 to benefit various areas.
Form 990, Part VI, Line 2 - Business or Family RelationshipsCarmen E. Phillips has a family relationship with Allyn Ford. Arlene D. Schnitzer has a family relationship with Mina Schnitzer.
Form 990, Part VI, Line 11b - Form 990 Review ProcessThe VP of Finance and the Controller review the final Form 990, which is prepared by an outside accounting firm. The Form 990 is then provided to the Foundation finance and audit committee, and then to the executive committee. The executive committee review the form and upon its approval, the commitee recommends the final Form 990 to the Board for acceptance and authorization. The return is approved by the voting Board. The President of the Foundation reviews and signs the return before it is filed. To protect the privacy of our donors, donor addresses and names of anonymous donors (if any) are redacted from the version of Schedule B that was reviewed by the committees and the Board of Trustees.
Form 990, Part VI, Line 12c - Monitoring and Enforcement of ConflictsAn 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 a 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 of Finance and Administration 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 of potential conflict of interest. A respondent may make a presentation at the Executive Committee meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that creates the actual or potential conflict of interest. The Executive committee shall determine to its satisfaction whether the Foundation can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to an actual or potential conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to an actual of potential conflict of interest, the Executive committee shall determine by a majority vote of the disinterested committee members whether the transaction or arrangement is in the Foundation's best interest and whether the transaction is fair to the Foundation, and shall make its decision as to whether to enter into the transaction or arrangement. The Executive Committee will inform the respondent, in writing, of its decision. If the Executive Committee has reasonable cause to believe that a respondent has failed to disclose an actual or possible conflict of interest, it shall inform the respondent of the basis for such belief and afford the respondent an opportunity to explain the alleged failure to disclose. If, after hearing the response of the respondent and making further investigation as may be warranted in the circumstances, the Executive Committee determines that the respondent has in fact failed to disclose an actual or possible conflict of interest, it shall recommend appropriate disciplinary and corrective action to the Foundation President and/or the Chairman of the Board of Trustees for the OHSU Foundation.
Form 990, Part VI, Line 15b - Compensation Review & Approval ProcessProcess 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. 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. Annual cost-of living increases, based on government cost-of-living figures, would not necessitate new documentation. The comparable compensation report was presented to the compensation committee during the current fiscal year. 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. This process was last undertaken for the president and senior vice president in Februrary 2011.
Form 990, Part VI, Line 19 - Other Org. Documents Publicly AvailableWhile 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. 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 VII, Section B, Independent ContractorsThe work performed by McKisney & Company, Inc. was for program support services done on the behalf of the OHSU Knight Cancer Institute.
Form 990, Part XI, Line 5 - Other Changes in Net AssetsNet Unrealized Gain on Investments 38,123,971 Change in Value of Life Income Agreements 1,781,488 Investment Fees (5,986,694) ----------- Total 33,918,765
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Steven W. Beadnell, DMD TITLE:Trustee HOURS:4FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Ronald G. Brake TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Maureen D. Casey TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Truman W. Collins, JR TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Reid S. Connell, JR, PhD TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Alice B. Davies TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:John W. Dixon TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Wayne A. Drinkward TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Ann P. Edlen TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Ruth J. Fisher TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Lori B. Flexer TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Mark P. Goodman TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Robert G. Gootee TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Patrick J. Green, JD TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Robert S. Gregg TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:J. Clayton Hering TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Tony L. Hopson TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:James B. Jeddeloh TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Sharon A. Kitzhaber TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Norwood W. Knight-Richardson TITLE:Trustee HOURS:40FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Peter O. Kohler, MD TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Ruth H. Layton TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Tamara L. Lundgren TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Joseph D. Matarazzo, PhD TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Marcus C. Mundy TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:J. Greg Ness TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Peter C. Olson TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Shirley N. Pape, R.D. TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Ronald C. Parker TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Eric E. Parsons TITLE:Vice-Chair HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Stephen S. Pawlowski TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Carmen E. Phillips TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Maria M. Pope TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Jill M. Price, DMD TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Gary W. Reynolds, CPA TITLE:Treasurer HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Robert L. Ridgley, JD TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Joseph E. Robertson, JR, MD, MBA TITLE:Trustee HOURS:40FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Richard A. Royse TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Arlene D. Schnitzer TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Mina M. Schnitzer TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Donald R. Shick TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:M. Susan Smith, PhD TITLE:Trustee HOURS:20FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Patricia L. Smith TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Gordon D. Sondland TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Nicholas J. Stanley TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Julie N. Stott TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Keith L. Thomson TITLE:Chair HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Ronald E. Timpe TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Marcia S. Walsh TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Malia H. Wasson TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Roderick C. Wendt TITLE:Trustee HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Mary D. Wilcox TITLE:Secretary HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Janet Fratella TITLE:Vice-President HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Constance French TITLE:Sr. Vice-President HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Joy McCammon TITLE:Vice-President HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Lori Mueller TITLE:Vice-President HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Sarah Panetta TITLE:Vice-President HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Allan Price TITLE:President HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Susan Nicol TITLE:Executive Director HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Julie Fitzgerald TITLE:Assoc. Vice-President HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:William P Sommerfeld TITLE:Director HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Rachel Stroud TITLE:Director HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Lori Sweeney TITLE:Director HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Drew Hunsinger TITLE:Senior Director, Gift Planning HOURS:FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATIONNAME:Dorothy Metaj TITLE:Vice-President HOURS:FORM 990 PART VII

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Oregon Health & Science UniversityBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13181 Sam Jackson Park RdAddressLine1
CityPortlandCity
StateORState
ZIP Code97239ZIPCode
FieldValueIRS element (for citing)
EIN931176109EIN
Primary ActivitiesHospital, EduPrimaryActivities
Legal Domicile StateORLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1

Form990 Schedule R Part IV Form990ScheduleRPartIV (75 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
Henry & Evelyn Barber Unitrust
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Edward and Linda Barnes Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931291059CRTOROHSUFTrust02130021.00000
Bonnarens CRAT
1121 SW Salmon Street Suite 100PortlandOR97205936253657CRTOROHSUFTrust001.00000
Richard and Jean Bates Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936299993CRTOROHSUFTrust016764701.00000
Elizabeth J Brooks CRUT
1121 SW Salmon Street Suite 100PortlandOR97205931207230CRTOROHSUFTrust0151460.60000
Ronald R and Mary E Buchwald CRUT
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Georgia M Campbell Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931283327CRTOROHSUFTrust0874140.75000
William and Louise Christensen Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936350872CRTOROHSUFTrust0976800.52000
Clark Family Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936249288CRTOROHSUFTrust001.00000
Zella Mae Coen CRT
1121 SW Salmon Street Suite 100PortlandOR97205936297313CRTOROHSUFTrust0562441.00000
Richard M and Jane J Cole Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931311033CRTOROHSUFTrust016427791.00000
Helen E Cook CRUT
1121 SW Salmon Street Suite 100PortlandOR97205936245702CRTOROHSUFTrust001.00000
June F Dickson Annuity Trust
1121 SW Salmon Street Suite 100PortlandOR97205486385956CRTOROHSUFTrust03194801.00000
Richard and Beatrice Edmondson Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936350871CRTOROHSUFTrust0827161.00000
William J and Marion J Ensley Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931259505CRTOROHSUFTrust0608121.00000
1996 Fax Annuity Trust
1121 SW Salmon Street Suite 100PortlandOR87205936310087CRTOROHSUFTrust01634831.00000
1996 Fax Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931226349CRTOROHSUFTrust04709311.00000
Maxine Fender Unitrust
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Sharon J Fisher Testamentary CRUT
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Donald Fisher Unitrust
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Clara J Fuiten Unitrust #2
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Ken and Sally Gauper CRUT
1121 SW Salmon Street Suite 100PortlandOR97205931282160CRTOROHSUFTrust0702300.70000
Gisler Charitable Remainder Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936299006CRTOROHSUFTrust0302511.00000
Lewis Gitlow Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931285991CRTOROHSUFTrust0541101.00000
Alice L Gustafson Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936290943CRTOROHSUFTrust0874151.00000
Richard and Ethel Hanson Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205911848330CRTOROHSUFTrust0826271.00000
Alda E Hartfiel CRUT
1121 SW Salmon Street Suite 100PortlandOR97205931247409CRTOROHSUFTrust01277531.00000
Dorothy M Heagy Annuity Trust
1121 SW Salmon Street Suite 100PortlandOR97205686221195CRTOROHSUFTrust0238221.00000
Ruth Schneiter Henderson Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205916432081CRTOROHSUFTrust02182030.60000
Douglas and Sue Ann Johnson Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931279002CRTOROHSUFTrust0467060.60000
Lowell and Mavis Johnson Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936322104CRTOROHSUFTrust01027751.00000
V Yvonne Johnson Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931258556CRTOROHSUFTrust0961.00000
Denney and Barbara Kelley Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936285355CRTOROHSUFTrust0609641.00000
Peter O Kohler MD Unitrust for Medical
1121 SW Salmon Street Suite 100PortlandOR97205364595702CRTOROHSUFTrust03512680.83000
Mary Kretner Annuity Trust
1121 SW Salmon Street Suite 100PortlandOR97205936309920CRTOROHSUFTrust03372341.00000
Harley W Lassen Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931304758CRTOROHSUFTrust02883811.00000
Frances S Latourette Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931275510CRTOROHSUFTrust01671311.00000
Joseph and Ruth Matarazzo Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936333972CRTOROHSUFTrust02459211.00000
John and Joan McKillop Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936297996CRTOROHSUFTrust0537711.00000
Meissner CRUT #1
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Meissner CRUT #2
1121 SW Salmon Street Suite 100PortlandOR97205562384719CRTOROHSUFTrust01852841.00000
Meissner CRUT #1
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Meissner CRUT #2
1121 SW Salmon Street Suite 100PortlandOR97205276142178CRTOROHSUFTrust02124171.00000
Lurleen Lemery Miller Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931259279CRTOROHSUFTrust01717341.00000
Luciano and Mary Monetti CRUT
1121 SW Salmon Street Suite 100PortlandOR97205931215910CRTOROHSUFTrust03353030.85000
Morrison CRAT
1121 SW Salmon Street Suite 100PortlandOR97205352289334CRTOROHSUFTrust01360181.00000
John T and Ruth T Naylor Annuity Trust
1121 SW Salmon Street Suite 100PortlandOR97205336329329CRTOROHSUFTrust01156331.00000
Madeline Brill Nelson CRUT
1121 SW Salmon Street Suite 100PortlandOR97205207401343CRTOROHSUFTrust2089401.00000
Lawrence J Pardee CRUT
1121 SW Salmon Street Suite 100PortlandOR97205516597471CRTOROHSUFTrust02853300.85000
Whittlesey Charitable Remainder Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205116591632CRTOROHSUFTrust010970451.00000
Donna J Newman Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205416542064CRTOROHSUFTrust01924720.80000
Herbert M & Elizabeth Woodcock Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931235334CRTOROHSUFTrust0931011.00000
Young C Park Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931259956CRTOROHSUFTrust01080541.00000
May E Rawlinson Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931259161CRTOROHSUFTrust0537801.00000
Edward and Agnes Rothauge Annuity Trust
1121 SW Salmon Street Suite 100PortlandOR97205936278914CRTOROHSUFTrust0350531.00000
Effervescent Ethics CRT
1121 SW Salmon Street Suite 100PortlandOR97205266651616CRTOROHSUFTrust09069141.00000
C Whitney Hastings Jr Trust
PO Box 53456PhoenixAZ85072936265413Perpetual TrustORWells FargoTrust5069912951391.00000
Alexander J & Patricia O Schleuning CRUT
1121 SW Salmon Street Suite 100PortlandOR97205931314582CRTOROHSUFTrust01155110.60000
Leonard and Karen Schultz Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205911755990CRTOROHSUFTrust0270351.00000
Robert W Lloyd MD & June M Lloyd
800 Willamette Street Suite 200EugeneOR97401916573273CRTORUS BankTrust12287731922441.00000
Gwynne H and Helen J Sharrer Charitable
1121 SW Salmon Street Suite 100PortlandOR97205911826871CRTOROHSUFTrust01263861.00000
McMahon Children's CRUT
111 SW Fifth Avenue 6th FloorPoOR97204936291460CRUTORUS BankTrust406616946121.00000
Cynthia E Smith CRAT
1121 SW Salmon Street Suite 100PortlandOR97205931302250CRTOROHSUFTrust001.00000
Russell B Standley Charitable Trust
PO Box 53456PhoenixAZ85072936229088Perpetual TrustORWells FargoTrust52401646911.00000
John R and Doris J Sneddon Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205936350870CRTOROHSUFTrust01137121.00000
John H Stevenson Scholarship Trust
PO Box 53456PhoenixAZ85072936058111Perpetual TrustORWells FargoTrust59581629091.00000
Ethel E Sojka Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931271896CRTOROHSUFTrust0141.00000
H David Specht MD Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205726235815CRTOROHSUFTrust0984951.00000
W & R Van Zile Scholarship Trust
c/o US Bank PO Box 3168PortlandOR97208272884358Perpetual TrustWAUS BankTrust049159941.00000
Douglas C and Leila Cleo Strain Trust
1121 SW Salmon Street Suite 100PortlandOR97205936298108CRTOROHSUFTrust01682591.00000
James M and Amy Tsugawa Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205931235148CRTOROHSUFTrust01202621.00000
J C Willis Medical Research Fund
PO Box 3168PortlandOR97208936275277Perpetual TrustORUS BankTrust137704651891.00000
Neil O Warner CRAT
1121 SW Salmon Street Suite 100PortlandOR97205943114467CRTOROHSUFTrust001.00000
Samuel H Wise Fellowship Fund
PO Box 2742PortlandOR97208936279037Perpetual TrustORUnion Bank NATrust13451730317691.00000
Angus B and Joan H Steward Unitrust
1121 SW Salmon Street Suite 100PortlandOR97205776240357CRTOROHSUFTrust0683681.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Oregon Health & Science University
b74541401
Oregon Health & Science University
i56842
Oregon Health & Science University
o57560
Oregon Health & Science University
q10289634
Oregon Health & Science University
r8702304