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
- 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) |
|---|---|---|
| Timestamp | 2012-04-20T13:07:40-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Second Avenue Suite 900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237083114 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH & SCIENCE | BusinessNameLine1 |
| Business Name Line2 | UNIVERSITY FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5032281730 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW SALMON STREET 100 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lori Mueller | Name |
| Title | V.P. of Finance & Administration | Title |
| Phone | 5032208316 | Phone |
| Date Signed | 2012-04-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBISON Sue | Name |
| Phone | 2069134000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Constance French | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW Salmon Street 100 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972052021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 282441494 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ohsufoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | OHSUF 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 Body | 52 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 137 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 83745 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 44879952 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 64195945 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1077312 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3605635 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 18253895 | InvestmentIncomePriorYear |
| Investment Income Current Year | 29914221 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2002578 | OtherRevenuePriorYear |
| Other Revenue Current Year | -44546 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 66213737 | TotalRevenuePriorYear |
| Total Revenue Current Year | 97671255 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 40446149 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 82427801 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8405836 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9106328 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5398235 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3083573 | OtherExpensePriorYear |
| Other Expenses Current Year | 3437467 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 51935558 | TotalExpensesPriorYear |
| Total Expenses Current Year | 94971596 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14278179 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2699659 | RevenuesLessExpensesCY |
| Total Assets BOY | 649183016 | TotalAssetsBOY |
| Total Assets EOY | 682692950 | TotalAssetsEOY |
| Total Liabilities BOY | 40465259 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 37356769 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 608717757 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 645336181 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 82790604 | Expense |
| Grants | 82325950 | Grants |
| Revenue | 3271750 | Revenue |
| Description | Contributions, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 101851 | Expense |
| Grants | 101851 | Grants |
| Revenue | 101851 | Revenue |
| Description | Grants and transfers to support programs of other charitable, medical, and educational organizations. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 82892455 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 243 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 137 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 52 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LORI MUELLERVP FIN ADMIN | NamePerson |
| Telephone Number | 5032281730 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 SW SALMON STREET 100 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (65 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Steven W Beadnell DMD | |||||||||
| Trustee | 1.0 | X | 0 | 12607 | 293 | ||||
| Ronald G Brake | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Maureen D Casey | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Truman W Collins JR | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Reid S Connell JR PhD | |||||||||
| Trustee | 1.0 | X | 0 | 1196 | 0 | ||||
| Alice B Davies | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| John W Dixon | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Wayne A Drinkward | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ann P Edlen | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ruth J Fisher | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Lori B Flexer | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Mark P Goodman | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Robert G Gootee | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Patrick J Green JD | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Robert S Gregg | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| J Clayton Hering | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Tony L Hopson | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| James B Jeddeloh | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Sharon A Kitzhaber | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Norwood W Knight-Richardson | |||||||||
| Trustee | 1.0 | X | 0 | 354638 | 29615 | ||||
| Peter O Kohler MD | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ruth H Layton | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Tamara L Lundgren | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Joseph D Matarazzo PhD | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Marcus C Mundy | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| J Greg Ness | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Peter C Olson | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Shirley N Pape RD | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Ronald C Parker | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Eric E Parsons | |||||||||
| Vice-Chair | 1.0 | X | 0 | 0 | 0 | X | |||
| Stephen S Pawlowski | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Carmen E Phillips | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Maria M Pope | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Jill M Price DMD | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Gary W Reynolds CPA | |||||||||
| Treasurer | 1.0 | X | 0 | 0 | 0 | X | |||
| Robert L Ridgley JD | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Joseph E Robertson JR MD MBA | |||||||||
| Trustee | 1.0 | X | 0 | 1017177 | 74529 | ||||
| Richard A Royse | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Arlene D Schnitzer | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Mina M Schnitzer | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Donald R Shick | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| M Susan Smith PhD | |||||||||
| Trustee | 1.0 | X | 0 | 119967 | 18640 | ||||
| Patricia L Smith | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Gordon D Sondland | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Nicholas J Stanley | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Julie N Stott | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Keith L Thomson | |||||||||
| Chair | 1.0 | X | 0 | 0 | 0 | X | |||
| Ronald E Timpe | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Marcia S Walsh | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Malia H Wasson | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Roderick C Wendt | |||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||||
| Mary D Wilcox | |||||||||
| Secretary | 1.0 | X | 0 | 0 | 0 | X | |||
| Janet Fratella | |||||||||
| Vice-President | 40.0 | 122308 | 0 | 19719 | X | ||||
| Constance French | |||||||||
| Sr. Vice-President | 40.0 | 271080 | 0 | 51026 | X | ||||
| Joy McCammon | |||||||||
| Vice-President | 40.0 | 114343 | 0 | 23864 | X | ||||
| Lori Mueller | |||||||||
| Vice-President | 40.0 | 162237 | 0 | 40602 | X | ||||
| Sarah Panetta | |||||||||
| Vice-President | 40.0 | 72147 | 0 | 4662 | X | ||||
| Allan Price | |||||||||
| President | 40.0 | 488060 | 0 | 71833 | X | ||||
| Susan Nicol | |||||||||
| Executive Director | 40.0 | 178016 | 0 | 38061 | X | ||||
| Julie Fitzgerald | |||||||||
| Assoc. Vice-President | 40.0 | 130686 | 0 | 30116 | X | ||||
| William P Sommerfeld | |||||||||
| Director | 40.0 | 112387 | 0 | 23344 | X | ||||
| Rachel Stroud | |||||||||
| Director | 40.0 | 109152 | 0 | 22867 | X | ||||
| Lori Sweeney | |||||||||
| Director | 40.0 | 104112 | 0 | 32978 | X | ||||
| Drew Hunsinger | |||||||||
| Senior Director, Gift Planning | 40.0 | 111912 | 0 | 21330 | X | ||||
| Dorothy Metaj | |||||||||
| Vice-President | 40.0 | 140689 | 0 | 23500 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2117129 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1505585 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 526979 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| McKinsey Company Incorporated | |||||
| PO Box 7247-7255 | PHILADELPHIA | PA | 191707255 | Consulting Services | 900000 |
| Cambridge Associates | |||||
| PO Box 10317 | UNIONDALE | NY | 115550317 | Investment Expense | 591792 |
| KPMG LLP | |||||
| PO Box 120001 | DALLAS | TX | 753120771 | Accounting Services | 193878 |
| Grenzebach Glier Associates Inc | |||||
| PO Box 88277 Dept A | CHICAGO | IL | 606801277 | Fundraising Services | 144604 |
| Tonkon Torp LLP | |||||
| 888 SW FIFTH AVENUE 1600 Pioneer T | PORTLAND | OR | 972042099 | Legal Services | 130302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 39669 | FederatedCampaigns |
| Fundraising Events | 750475 | FundraisingEvents |
| Related Organizations | 86638 | RelatedOrganizations |
| All Other Contributions | 63319163 | AllOtherContributions |
| Noncash Contributions | 30840757 | NoncashContributions |
| Total Contributions | 64195945 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| EDUCATION OF PUBLIC | 900099 | 1450531 | 1450531 | 0 | $0 |
| ALUMNI/OUTREACH ACTIVITY | 900099 | 381374 | 381374 | 0 | $0 |
| MANAGEMENT SERVICE FEES | 900099 | 1541696 | 1541696 | 0 | $0 |
| RESEARCH ACTIVITY AGMTS | 900099 | 232034 | 0 | 0 | $232,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3605635 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12651500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 83745 | UnrelatedBusinessRevenue |
| Exclusion | $12,567,755 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 143200360 | Securities |
| Other | 58504515 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 131987045 | Securities |
| Other | 52455109 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11213315 | Securities |
| Other | 6049406 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17262721 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $17,262,721 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 283539 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 750475 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 328085 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -44546 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$44,546 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97671255 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3373601 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 83745 | UnrelatedBusinessRevenue |
| Exclusion | $30,017,964 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82427801 | Total |
| Program Services | 82427801 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1696746 | Total |
| Program Services | 83509 | ProgramServices |
| Management And General | 920315 | ManagementAndGeneral |
| Fundraising | 692922 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5357288 | Total |
| Program Services | 200761 | ProgramServices |
| Management And General | 2769691 | ManagementAndGeneral |
| Fundraising | 2386836 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478096 | Total |
| Program Services | 20480 | ProgramServices |
| Management And General | 239141 | ManagementAndGeneral |
| Fundraising | 218475 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1029918 | Total |
| Program Services | 45143 | ProgramServices |
| Management And General | 579868 | ManagementAndGeneral |
| Fundraising | 404907 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 544280 | Total |
| Program Services | 21685 | ProgramServices |
| Management And General | 282395 | ManagementAndGeneral |
| Fundraising | 240200 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159971 | Total |
| Program Services | 7573 | ProgramServices |
| Management And General | 118637 | ManagementAndGeneral |
| Fundraising | 33761 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285161 | Total |
| Program Services | 17110 | ProgramServices |
| Management And General | 268051 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481522 | Total |
| Program Services | 12991 | ProgramServices |
| Management And General | 203531 | ManagementAndGeneral |
| Fundraising | 265000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112248 | Total |
| Program Services | 666 | ProgramServices |
| Management And General | 10437 | ManagementAndGeneral |
| Fundraising | 101145 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 604025 | Total |
| Program Services | 12900 | ProgramServices |
| Management And General | 202092 | ManagementAndGeneral |
| Fundraising | 389033 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127948 | Total |
| Program Services | 5509 | ProgramServices |
| Management And General | 86308 | ManagementAndGeneral |
| Fundraising | 36131 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400157 | Total |
| Program Services | 9950 | ProgramServices |
| Management And General | 155883 | ManagementAndGeneral |
| Fundraising | 234324 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121829 | Total |
| Program Services | 2401 | ProgramServices |
| Management And General | 37612 | ManagementAndGeneral |
| Fundraising | 81816 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102726 | Total |
| Program Services | 1736 | ProgramServices |
| Management And General | 27195 | ManagementAndGeneral |
| Fundraising | 73795 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145950 | Total |
| Program Services | 8757 | ProgramServices |
| Management And General | 137193 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45069 | Total |
| Program Services | 2704 | ProgramServices |
| Management And General | 42365 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPONSORED EVENTS | 302468 | 5383 | 84326 | 212759 |
| OTHER INVESTMENT EXPENSES | 338170 | 0 | 338170 | 0 |
| OTHER FUNDRAISING | 27131 | 0 | 0 | 27131 |
| OTHER MGMT & ADMIN | 177696 | 0 | 177696 | 0 |
| OTHER PROGRAM SERVICES | 5396 | 5396 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94971596 | Total |
| Program Services | 82892455 | ProgramServices |
| Management And General | 6680906 | ManagementAndGeneral |
| Fundraising | 5398235 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6967196 | BOY |
| EOY | 2917819 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14663450 | BOY |
| EOY | 15951115 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103003978 | BOY |
| EOY | 92585675 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1313344 | BOY |
| EOY | 2039354 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1301739 | BOY |
| EOY | 1300000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137618 | BOY |
| EOY | 68569 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1613100 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1065750 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621576 | BOY |
| EOY | 547350 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356020420 | BOY |
| EOY | 379905160 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156687743 | BOY |
| EOY | 181051125 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8465952 | BOY |
| EOY | 6326783 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 649183016 | BOY |
| EOY | 682692950 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2040014 | BOY |
| EOY | 2080977 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38425245 | BOY |
| EOY | 35275792 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40465259 | BOY |
| EOY | 37356769 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478525823 | BOY |
| EOY | 493271850 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621576 | BOY |
| EOY | 547350 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129570358 | BOY |
| EOY | 151516981 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 608717757 | BOY |
| EOY | 645336181 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 649183016 | BOY |
| EOY | 682692950 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2699659 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 33918765 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76545623 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 53540188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 92656010 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44879952 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64195945 | CurrentTaxYear |
| Total | 331817718 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76545623 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 53540188 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 92656010 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44879952 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64195945 | CurrentTaxYear |
| Total | 331817718 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4840170 | AmountsSubstContributorsTotal |
| Public Support Total170 | 326977548 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12404024 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13443262 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14400561 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12334425 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12651500 | CurrentTaxYear |
| Total | 65233772 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48819 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40945 | CurrentTaxYear |
| Total | 138255 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 397189745 | TotalSupport |
| Gross Receipts From Admissions Etc | 3605635 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82323 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73400 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Donor Advised Contributions | 2725 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 34000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1198149 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 264921832 | BeginningOfYearBalance |
| Contributions | 22748851 | Contributions |
| Investment Earnings Or Losses | 52587529 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1938852 | GrantsOrScholarships |
| Other Expenditures | 10973004 | OtherExpenditures |
| Administrative Expenses | 4668562 | AdministrativeExpenses |
| End Of Year Balance | 322677794 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 244903795 | BeginningOfYearBalance |
| Contributions | 8803340 | Contributions |
| Investment Earnings Or Losses | 27631831 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1690536 | GrantsOrScholarships |
| Other Expenditures | 11671717 | OtherExpenditures |
| Administrative Expenses | 3054881 | AdministrativeExpenses |
| End Of Year Balance | 264921832 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 322760382 | BeginningOfYearBalance |
| Contributions | 11431155 | Contributions |
| Investment Earnings Or Losses | -71518318 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1655370 | GrantsOrScholarships |
| Other Expenditures | 12445471 | OtherExpenditures |
| Administrative Expenses | 3668583 | AdministrativeExpenses |
| End Of Year Balance | 244903795 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.60320 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01080 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 327719 | OtherCostOrOtherBasis |
| Depreciation | 101116 | Depreciation |
| Book Value | 226603 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1285381 | OtherCostOrOtherBasis |
| Depreciation | 964634 | Depreciation |
| Book Value | 320747 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 547350 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITIES | 116231492 | F |
| OTHER LONG-TERM INVESTMENTS | 63750942 | F |
| OTHER SHORT-TERM INVESTMENTS | 1068691 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 181051125 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 35275792 | TotalOfAmounts |
| Total Revenue | 97671255 | TotalRevenue |
| Total Expenses | 94971596 | TotalExpenses |
| Excess Or Deficit For Year | 2699659 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 38123971 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -5986694 | InvestmentExpenses |
| Other | $1,781,488 | OtherAmount |
| Total Adjustments | 33918765 | TotalAdjustments |
| Excess Or Deficit Per FS | 36618424 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 130800518 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 38123971 | NetUnrealizedGainsInvestments |
| Other Revenues | 1781488 | OtherRevenues |
| Revenue Not Rptd F990 | 39905459 | RevenueNotRptdF990 |
| Revenue Subtotal | 90895059 | RevenueSubtotal |
| Other Revenues Not Included | 6776196 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 6776196 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 97671255 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 94182094 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 94182094 | ExpensesSubtotal |
| Investment Expenses Not Included2 | -5986694 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 6776196 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 789502 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 94971596 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Changes in Net Assets or Fund Balances | Change in Value of Life Income Agreements 1,781,488 ----------- Total 1,781,488 |
| Part XII, Line 2d - Other Excluded Revenue | Change in Value of Life Income Agreements 1,781,488 ----------- Total 1,781,488 |
| Part XII, Line 4b - Other Included Revenue | Reclassed Revenue 6,776,196 ----------- Total 6,776,196 |
| Part XIII, Line 4b - Other Included Expenses | Reclassed Expenses 6,776,196 ----------- Total 6,776,196 |
| Part XIV - Intended Uses of Endowment Fund | An 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Music Gala | NameOfEvent1 |
| Gross Receipts Event1 | 318015 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 270975 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 47040 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 186376 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Surgery Golf | NameOfEvent2 |
| Gross Receipts Event2 | 161120 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 68792 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 92328 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 51095 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 25 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 554879 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 410708 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 144171 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 90614 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1034014 | GrossReceiptsTotal |
| Charitable Contributions Total | 750475 | CharitableContributionsTotal |
| Gross Revenue Total Events | 283539 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 328085 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 328085 | DirectExpenseSummaryEvents |
| Net Income Summary | -44546 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 16880529 | 5875 | Fair Market Value | Various | Research and develop. |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 9449442 | 364988 | Fair Market Value | Various | Academic admin. And supp. |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 4377315 | 76049 | Fair Market Value | Various | Instructional Activities |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 1782378 | 15000 | Fair Market Value | Various | Institutional support, admin. |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 1627729 | 14916 | Fair Market Value | Various | Public service |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 42152215 | 0 | N/A | N/A | Capital projects and planning |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 1792120 | 0 | N/A | N/A | Student aid and training |
| Oregon Health & Science University | ||||||||||
| 3181 Sam Jackson Park Rd | Portland | OR | 97239 | 931176109 | OHSU | 3778645 | 8749 | Fair Market Value | Various | Clinical support |
| Providence St Vincent Medical Foundation | ||||||||||
| 9205 SW Barnes Road | Portland | OR | 97225 | 930575982 | 501(c)(3) | 28162 | 0 | N/A | N/A | Reserach and development |
| Portland Chamber Orchestra | ||||||||||
| PO Box 9024 | Portland | OR | 97207 | 930556942 | 501(c)(3) | 71500 | 0 | N/A | N/A | Public service |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Norwood W Knight-Richardson | |||||||||||||
| 0 | 349388 | 0 | 5250 | 0 | 0 | 0 | 29400 | 0 | 215 | 0 | 384253 | 0 | 0 |
| Joseph E Robertson JR MD MBA | |||||||||||||
| 0 | 925517 | 0 | 76660 | 0 | 15000 | 0 | 73255 | 0 | 1274 | 0 | 1091706 | 0 | 0 |
| Constance French | |||||||||||||
| 271080 | 0 | 0 | 0 | 0 | 0 | 29400 | 0 | 21626 | 0 | 322106 | 0 | 0 | 0 |
| Lori Mueller | |||||||||||||
| 162237 | 0 | 0 | 0 | 0 | 0 | 20048 | 0 | 20554 | 0 | 202839 | 0 | 0 | 0 |
| Allan Price | |||||||||||||
| 404815 | 0 | 80000 | 0 | 3245 | 0 | 53762 | 0 | 18071 | 0 | 559893 | 0 | 0 | 0 |
| Susan Nicol | |||||||||||||
| 174771 | 0 | 0 | 0 | 3245 | 0 | 21160 | 0 | 16901 | 0 | 216077 | 0 | 0 | 0 |
| Julie Fitzgerald | |||||||||||||
| 130686 | 0 | 0 | 0 | 0 | 0 | 15951 | 0 | 14165 | 0 | 160802 | 0 | 0 | 0 |
| Dorothy Metaj | |||||||||||||
| 140689 | 0 | 0 | 0 | 0 | 0 | 17324 | 0 | 6176 | 0 | 164189 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part 1, Line 1a | Identifier |
| Return Reference | Relevant Information Regarding Compensation Benefits | ReturnReference |
| Explanation | The 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)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Arlene Schnitzer | |||
| OHSUF Trustee | 511309 | Building Lease | false |
| Peter Kohler MD | |||
| OHSUF Trustee | 493583 | Financial Products | false |
| Greg Ness | |||
| OHSUF Trustee | 493583 | Financial Products | false |
| Eric Parsons | |||
| OHSUF Trustee | 493583 | Financial Products | false |
| Ronald Timpe | |||
| OHSUF Trustee | 493583 | Financial Products | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15975 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 34633 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 153 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4900 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 90 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 28544901 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1840280 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7596 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 330466 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Auction Items | Description |
| Number Of Contributions | 150 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 61853 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV - Sales Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part I, Lines 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 marketking firms in the soliciation of planned gifts is also used. |
| Part I, Column b | Number of Contributions | The organization uses the number of contributions to report the quantities in this column. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (73 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part III, Line 4a - Program Services | Oregon 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 Relationships | Carmen 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 Process | The 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 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 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 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. 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 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. 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 Contractors | The 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 Assets | Net 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 ORGANIZATION | NAME:Steven W. Beadnell, DMD TITLE:Trustee HOURS:4 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ronald G. Brake TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Maureen D. Casey TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Truman W. Collins, JR TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Reid S. Connell, JR, PhD TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Alice B. Davies TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:John W. Dixon TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Wayne A. Drinkward TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ann P. Edlen TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ruth J. Fisher TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Lori B. Flexer TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mark P. Goodman TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Robert G. Gootee TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Patrick J. Green, JD TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Robert S. Gregg TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:J. Clayton Hering TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Tony L. Hopson TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:James B. Jeddeloh TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Sharon A. Kitzhaber TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Norwood W. Knight-Richardson TITLE:Trustee HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Peter O. Kohler, MD TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ruth H. Layton TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Tamara L. Lundgren TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Joseph D. Matarazzo, PhD TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Marcus C. Mundy TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:J. Greg Ness TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Peter C. Olson TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Shirley N. Pape, R.D. TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ronald C. Parker TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Eric E. Parsons TITLE:Vice-Chair HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Stephen S. Pawlowski TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Carmen E. Phillips TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Maria M. Pope TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Jill M. Price, DMD TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Gary W. Reynolds, CPA TITLE:Treasurer HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Robert L. Ridgley, JD TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Joseph E. Robertson, JR, MD, MBA TITLE:Trustee HOURS:40 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Richard A. Royse TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Arlene D. Schnitzer TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mina M. Schnitzer TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Donald R. Shick TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:M. Susan Smith, PhD TITLE:Trustee HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Patricia L. Smith TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Gordon D. Sondland TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Nicholas J. Stanley TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Julie N. Stott TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Keith L. Thomson TITLE:Chair HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Ronald E. Timpe TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Marcia S. Walsh TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Malia H. Wasson TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Roderick C. Wendt TITLE:Trustee HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mary D. Wilcox TITLE:Secretary HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Janet Fratella TITLE:Vice-President HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Constance French TITLE:Sr. Vice-President HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Joy McCammon TITLE:Vice-President HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Lori Mueller TITLE:Vice-President HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Sarah Panetta TITLE:Vice-President HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Allan Price TITLE:President HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Susan Nicol TITLE:Executive Director HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Julie Fitzgerald TITLE:Assoc. Vice-President HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:William P Sommerfeld TITLE:Director HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Rachel Stroud TITLE:Director HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Lori Sweeney TITLE:Director HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Drew Hunsinger TITLE:Senior Director, Gift Planning HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Dorothy Metaj TITLE:Vice-President HOURS: | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon Health & Science University | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 Sam Jackson Park Rd | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97239 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931176109 | EIN |
| Primary Activities | Hospital, Edu | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (75 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Henry & Evelyn Barber Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 911797922 | CRT | OR | OHSUF | Trust | 0 | 67826 | 0.60000 |
| Edward and Linda Barnes Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931291059 | CRT | OR | OHSUF | Trust | 0 | 213002 | 1.00000 |
| Bonnarens CRAT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936253657 | CRT | OR | OHSUF | Trust | 0 | 0 | 1.00000 |
| Richard and Jean Bates Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936299993 | CRT | OR | OHSUF | Trust | 0 | 1676470 | 1.00000 |
| Elizabeth J Brooks CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931207230 | CRT | OR | OHSUF | Trust | 0 | 15146 | 0.60000 |
| Ronald R and Mary E Buchwald CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931264197 | CRT | OR | OHSUF | Trust | 0 | 211196 | 1.00000 |
| Georgia M Campbell Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931283327 | CRT | OR | OHSUF | Trust | 0 | 87414 | 0.75000 |
| William and Louise Christensen Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936350872 | CRT | OR | OHSUF | Trust | 0 | 97680 | 0.52000 |
| Clark Family Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936249288 | CRT | OR | OHSUF | Trust | 0 | 0 | 1.00000 |
| Zella Mae Coen CRT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936297313 | CRT | OR | OHSUF | Trust | 0 | 56244 | 1.00000 |
| Richard M and Jane J Cole Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931311033 | CRT | OR | OHSUF | Trust | 0 | 1642779 | 1.00000 |
| Helen E Cook CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936245702 | CRT | OR | OHSUF | Trust | 0 | 0 | 1.00000 |
| June F Dickson Annuity Trust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 486385956 | CRT | OR | OHSUF | Trust | 0 | 319480 | 1.00000 |
| Richard and Beatrice Edmondson Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936350871 | CRT | OR | OHSUF | Trust | 0 | 82716 | 1.00000 |
| William J and Marion J Ensley Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931259505 | CRT | OR | OHSUF | Trust | 0 | 60812 | 1.00000 |
| 1996 Fax Annuity Trust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 87205 | 936310087 | CRT | OR | OHSUF | Trust | 0 | 163483 | 1.00000 |
| 1996 Fax Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931226349 | CRT | OR | OHSUF | Trust | 0 | 470931 | 1.00000 |
| Maxine Fender Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931246120 | CRT | OR | OHSUF | Trust | 0 | 115515 | 1.00000 |
| Sharon J Fisher Testamentary CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 386846410 | CRT | OR | OHSUF | Trust | 0 | 310095 | 1.00000 |
| Donald Fisher Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936274911 | CRT | OR | OHSUF | Trust | 0 | 58111 | 1.00000 |
| Clara J Fuiten Unitrust #2 | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 166555632 | CRT | OR | OHSUF | Trust | 0 | 666757 | 0.80000 |
| Ken and Sally Gauper CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931282160 | CRT | OR | OHSUF | Trust | 0 | 70230 | 0.70000 |
| Gisler Charitable Remainder Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936299006 | CRT | OR | OHSUF | Trust | 0 | 30251 | 1.00000 |
| Lewis Gitlow Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931285991 | CRT | OR | OHSUF | Trust | 0 | 54110 | 1.00000 |
| Alice L Gustafson Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936290943 | CRT | OR | OHSUF | Trust | 0 | 87415 | 1.00000 |
| Richard and Ethel Hanson Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 911848330 | CRT | OR | OHSUF | Trust | 0 | 82627 | 1.00000 |
| Alda E Hartfiel CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931247409 | CRT | OR | OHSUF | Trust | 0 | 127753 | 1.00000 |
| Dorothy M Heagy Annuity Trust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 686221195 | CRT | OR | OHSUF | Trust | 0 | 23822 | 1.00000 |
| Ruth Schneiter Henderson Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 916432081 | CRT | OR | OHSUF | Trust | 0 | 218203 | 0.60000 |
| Douglas and Sue Ann Johnson Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931279002 | CRT | OR | OHSUF | Trust | 0 | 46706 | 0.60000 |
| Lowell and Mavis Johnson Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936322104 | CRT | OR | OHSUF | Trust | 0 | 102775 | 1.00000 |
| V Yvonne Johnson Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931258556 | CRT | OR | OHSUF | Trust | 0 | 96 | 1.00000 |
| Denney and Barbara Kelley Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936285355 | CRT | OR | OHSUF | Trust | 0 | 60964 | 1.00000 |
| Peter O Kohler MD Unitrust for Medical | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 364595702 | CRT | OR | OHSUF | Trust | 0 | 351268 | 0.83000 |
| Mary Kretner Annuity Trust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936309920 | CRT | OR | OHSUF | Trust | 0 | 337234 | 1.00000 |
| Harley W Lassen Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931304758 | CRT | OR | OHSUF | Trust | 0 | 288381 | 1.00000 |
| Frances S Latourette Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931275510 | CRT | OR | OHSUF | Trust | 0 | 167131 | 1.00000 |
| Joseph and Ruth Matarazzo Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936333972 | CRT | OR | OHSUF | Trust | 0 | 245921 | 1.00000 |
| John and Joan McKillop Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936297996 | CRT | OR | OHSUF | Trust | 0 | 53771 | 1.00000 |
| Meissner CRUT #1 | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 562384707 | CRT | OR | OHSUF | Trust | 0 | 185193 | 1.00000 |
| Meissner CRUT #2 | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 562384719 | CRT | OR | OHSUF | Trust | 0 | 185284 | 1.00000 |
| Meissner CRUT #1 | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 276142144 | CRT | OR | OHSUF | Trust | 0 | 212417 | 1.00000 |
| Meissner CRUT #2 | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 276142178 | CRT | OR | OHSUF | Trust | 0 | 212417 | 1.00000 |
| Lurleen Lemery Miller Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931259279 | CRT | OR | OHSUF | Trust | 0 | 171734 | 1.00000 |
| Luciano and Mary Monetti CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931215910 | CRT | OR | OHSUF | Trust | 0 | 335303 | 0.85000 |
| Morrison CRAT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 352289334 | CRT | OR | OHSUF | Trust | 0 | 136018 | 1.00000 |
| John T and Ruth T Naylor Annuity Trust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 336329329 | CRT | OR | OHSUF | Trust | 0 | 115633 | 1.00000 |
| Madeline Brill Nelson CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 207401343 | CRT | OR | OHSUF | Trust | 20894 | 0 | 1.00000 |
| Lawrence J Pardee CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 516597471 | CRT | OR | OHSUF | Trust | 0 | 285330 | 0.85000 |
| Whittlesey Charitable Remainder Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 116591632 | CRT | OR | OHSUF | Trust | 0 | 1097045 | 1.00000 |
| Donna J Newman Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 416542064 | CRT | OR | OHSUF | Trust | 0 | 192472 | 0.80000 |
| Herbert M & Elizabeth Woodcock Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931235334 | CRT | OR | OHSUF | Trust | 0 | 93101 | 1.00000 |
| Young C Park Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931259956 | CRT | OR | OHSUF | Trust | 0 | 108054 | 1.00000 |
| May E Rawlinson Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931259161 | CRT | OR | OHSUF | Trust | 0 | 53780 | 1.00000 |
| Edward and Agnes Rothauge Annuity Trust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936278914 | CRT | OR | OHSUF | Trust | 0 | 35053 | 1.00000 |
| Effervescent Ethics CRT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 266651616 | CRT | OR | OHSUF | Trust | 0 | 906914 | 1.00000 |
| C Whitney Hastings Jr Trust | |||||||||||
| PO Box 53456 | Phoenix | AZ | 85072 | 936265413 | Perpetual Trust | OR | Wells Fargo | Trust | 50699 | 1295139 | 1.00000 |
| Alexander J & Patricia O Schleuning CRUT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931314582 | CRT | OR | OHSUF | Trust | 0 | 115511 | 0.60000 |
| Leonard and Karen Schultz Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 911755990 | CRT | OR | OHSUF | Trust | 0 | 27035 | 1.00000 |
| Robert W Lloyd MD & June M Lloyd | |||||||||||
| 800 Willamette Street Suite 200 | Eugene | OR | 97401 | 916573273 | CRT | OR | US Bank | Trust | 122877 | 3192244 | 1.00000 |
| Gwynne H and Helen J Sharrer Charitable | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 911826871 | CRT | OR | OHSUF | Trust | 0 | 126386 | 1.00000 |
| McMahon Children's CRUT | |||||||||||
| 111 SW Fifth Avenue 6th Floor | Po | OR | 97204 | 936291460 | CRUT | OR | US Bank | Trust | 40661 | 694612 | 1.00000 |
| Cynthia E Smith CRAT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931302250 | CRT | OR | OHSUF | Trust | 0 | 0 | 1.00000 |
| Russell B Standley Charitable Trust | |||||||||||
| PO Box 53456 | Phoenix | AZ | 85072 | 936229088 | Perpetual Trust | OR | Wells Fargo | Trust | 5240 | 164691 | 1.00000 |
| John R and Doris J Sneddon Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936350870 | CRT | OR | OHSUF | Trust | 0 | 113712 | 1.00000 |
| John H Stevenson Scholarship Trust | |||||||||||
| PO Box 53456 | Phoenix | AZ | 85072 | 936058111 | Perpetual Trust | OR | Wells Fargo | Trust | 5958 | 162909 | 1.00000 |
| Ethel E Sojka Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931271896 | CRT | OR | OHSUF | Trust | 0 | 14 | 1.00000 |
| H David Specht MD Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 726235815 | CRT | OR | OHSUF | Trust | 0 | 98495 | 1.00000 |
| W & R Van Zile Scholarship Trust | |||||||||||
| c/o US Bank PO Box 3168 | Portland | OR | 97208 | 272884358 | Perpetual Trust | WA | US Bank | Trust | 0 | 4915994 | 1.00000 |
| Douglas C and Leila Cleo Strain Trust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 936298108 | CRT | OR | OHSUF | Trust | 0 | 168259 | 1.00000 |
| James M and Amy Tsugawa Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 931235148 | CRT | OR | OHSUF | Trust | 0 | 120262 | 1.00000 |
| J C Willis Medical Research Fund | |||||||||||
| PO Box 3168 | Portland | OR | 97208 | 936275277 | Perpetual Trust | OR | US Bank | Trust | 13770 | 465189 | 1.00000 |
| Neil O Warner CRAT | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 943114467 | CRT | OR | OHSUF | Trust | 0 | 0 | 1.00000 |
| Samuel H Wise Fellowship Fund | |||||||||||
| PO Box 2742 | Portland | OR | 97208 | 936279037 | Perpetual Trust | OR | Union Bank NA | Trust | 134517 | 3031769 | 1.00000 |
| Angus B and Joan H Steward Unitrust | |||||||||||
| 1121 SW Salmon Street Suite 100 | Portland | OR | 97205 | 776240357 | CRT | OR | OHSUF | Trust | 0 | 68368 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Oregon Health & Science University | |
| b | 74541401 |
| Oregon Health & Science University | |
| i | 56842 |
| Oregon Health & Science University | |
| o | 57560 |
| Oregon Health & Science University | |
| q | 10289634 |
| Oregon Health & Science University | |
| r | 8702304 |