Civic Intelligence

U of O Foundation Supporting

EIN 46-1574842 • 501(c)3 • Eugene, OR

Profile

See schedule othe purpose and mission of the organization is to support and assist the university of oregon foundation in its activities by management and administration of organization assets representing privately donated funds, by encouraging contributions to the foundation and university from students, alumni, faculty, friends, corporations, foundations, and other organizations, by leading advocacy for the foundation or the university, and by developing, financing, constructing, acquiring and operating facilities for or on behalf of the foundation.

1720 E 13th Avenue 410Eugene, OR 97403-2253

www.uofoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

1st percentile

-717%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

6th percentile

-11%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

1st percentile

-68%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$334,267,315

Down $71,553,699 (-18%) from 2023

Liabilities

Down

$0

Down $285,698 (-100%) from 2023

Net Assets

Down

$334,267,315

Down $71,268,001 (-18%) from 2023

Operations
Liabilities / Revenue2nd percentileNet Margin1st percentile

Revenue

Up

$5,752,254

Up $408,257 (+7.6%) from 2023

Expenses

Up

$47,003,079

Up $18,341,619 (+64%) from 2023

Net Income

Down

-$41,250,825

Down $17,933,362 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2013: $0Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $45,081,781Liabilities 2015: $288,232Net Assets 2015: $44,793,5492015Assets 2016: $65,741,040Liabilities 2016: $0Net Assets 2016: $65,741,0402016Assets 2017: $523,053,155Liabilities 2017: $0Net Assets 2017: $523,053,1552017Assets 2018: $526,849,209Liabilities 2018: $764,069Net Assets 2018: $526,085,1402018Assets 2019: $468,508,040Liabilities 2019: $1,150Net Assets 2019: $468,506,8902019Assets 2020: $386,275,368Liabilities 2020: $55,828Net Assets 2020: $386,219,5402020Assets 2021: $394,248,848Liabilities 2021: $4,431Net Assets 2021: $394,244,4172021Assets 2022: $424,261,272Liabilities 2022: $217,460Net Assets 2022: $424,043,8122022Assets 2023: $405,821,014Liabilities 2023: $285,698Net Assets 2023: $405,535,3162023Assets 2024: $334,267,315Liabilities 2024: $0Net Assets 2024: $334,267,3152024

Highlighted filing

2024

Assets$334,267,315
Liabilities$0
Net Assets$334,267,315
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600M$400M$200M$0-$200MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $48,777,814Expenses 2015: $4,642,732Net Income 2015: $44,135,0822015Revenue 2016: $22,683,219Expenses 2016: $1,435,832Net Income 2016: $21,247,3872016Revenue 2017: $485,717,861Expenses 2017: $30,604,008Net Income 2017: $455,113,8532017Revenue 2018: $29,207,627Expenses 2018: $27,188,626Net Income 2018: $2,019,0012018Revenue 2019: $158,509,889Expenses 2019: $215,880,783Net Income 2019: -$57,370,8942019Revenue 2020: $198,670,447Expenses 2020: $280,711,226Net Income 2020: -$82,040,7792020Revenue 2021: $33,595,955Expenses 2021: $37,898,636Net Income 2021: -$4,302,6812021Revenue 2022: $55,175,960Expenses 2022: $24,549,449Net Income 2022: $30,626,5112022Revenue 2023: $5,343,997Expenses 2023: $28,661,460Net Income 2023: -$23,317,4632023Revenue 2024: $5,752,254Expenses 2024: $47,003,079Net Income 2024: -$41,250,8252024

Highlighted filing

2024

Revenue$5,752,254
Expenses$47,003,079
Net Income-$41,250,825
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,267,315
Liabilities
$0
Net assets
$334,267,315
Revenue
$5,752,254
Expenses
$47,003,079
Net income
-$41,250,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$334$0.00$334$5.75$47.0$41.3
2023Detailed filing. Detailed filing data is available for this year.$406$0.29$406$5.34$28.7$23.3
2022Detailed filing. Detailed filing data is available for this year.$424$0.22$424$55.2$24.5$30.6
2021Detailed filing. Detailed filing data is available for this year.$394$0.00$394$33.6$37.9$4.30
2020Detailed filing. Detailed filing data is available for this year.$386$0.06$386$199$281$82.0
2019Detailed filing. Detailed filing data is available for this year.$469$0.00$469$159$216$57.4
2018Detailed filing. Detailed filing data is available for this year.$527$0.76$526$29.2$27.2$2.02
2017Detailed filing. Detailed filing data is available for this year.$523$0.00$523$486$30.6$455
2016Detailed filing. Detailed filing data is available for this year.$65.7$0.00$65.7$22.7$1.44$21.2
2015Detailed filing. Detailed filing data is available for this year.$45.1$0.29$44.8$48.8$4.64$44.1
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$5,752,254
Mission and Program Overview

Mission

The purpose and mission of the organization is to support and assist the university of oregon foundation in its activities by management and administration of organization assets representing privately donated funds, by encouraging contributions to the foundation and university from students, alumni, faculty, friends, corporations, foundations, and other organizations, by leading advocacy for the foundation or the university, and by developing, financing, constructing, acquiring and operating facilities for or on behalf of the foundation.

Assist the university of oregon foundation in its activities to support the university of oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$250,363,256$233,723,379▼ $16,639,877
Pledges and Grants Receivable$135,556,424$89,148,575▼ $46,407,849
Cash and Non-Interest-Bearing Accounts$17,383,944$6,431,240▼ $10,952,704
Savings and Temporary Cash Investments$2,142,982$4,126,749▲ $1,983,767
Total Assets$405,821,014$334,267,315▼ $71,553,699
Other Assets Total$374,408$837,372▲ $462,964
Liabilities
Accounts Payable and Accrued Expenses$285,698$0▼ $285,698
Total Liabilities$285,698$0▼ $285,698
Net Assets / Fund Balance
Net Assets With Donor Restrictions$405,535,316$334,267,315▼ $71,268,001
Total Net Assets Fund Balance$405,535,316$334,267,315▼ $71,268,001
Total Liabilities and Net Assets / Fund Balance$405,821,014$334,267,315▼ $71,553,699

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$233,723,379--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$327,564,851$3,972,537▲ $19,810,307$1,902,166$347,001,252
2023$321,513,135$4,109,095▲ $5,602,460$1,405,363$327,564,851
2022$320,779,585$6,679,696▼ $2,763,123$1,281,985$321,513,135
2021$332,219,766$-5,588,032▲ $17,959,441$22,176,934$320,779,585
2020$330,450,225$4,280,434▲ $58,877$982,184$332,219,766
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Susan StevensBoard Chair
Bob KominBoard Chair Elect
Ronald WeinholdPresident/uof CEO
Jeffrey BeaverSecretary/treasurer
Kelly BoschUof CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$3,972,537
Program Service Revenue
$0
Investment Income
$1,779,717
Other Revenue
$0
All Other Contributions
$3,972,537
Change in Net Assets
$-41,250,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,784,025
Other Expenses$6,219,054
Total Fundraising Expense$6,219,054
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,784,025--$40,784,025
Other Expenses--$6,219,054$6,219,054
Total Functional Expenses$40,784,025$0$6,219,054$47,003,079
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of OregonEugene, ORState of OregonActivities of University of Oregon$40,784,025
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Directors shall be appointed, and the number of directors determined, by the board of trustees of the foundation, or by any committee thereof as designated by the board of trustees of the foundation.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed internally by foundation management and then reviewed by trustee members who comprise the audit & risk committee. The 990 is provided on the trustee website for their review upon approval by the audit and risk committee.”

Form 990, Part VI, Section B, Line 12C

“The review of compliance with the conflict of interest policy is performed annually by management, and disclosure of potential conflicts of interest is documented. Trustees complete a conflict of interest disclosure form annually and upon occurrence of a material change in the information disclosed. Employees complete a disclosure form upon hire and are required by hr policy to disclose material changes as they occur. All forms are logged and reviewed to identify those who have indicated a potential conflict. A designated executive management group reviews those with potential conflicts to determine if there truly is a conflict of interest. For trustees, a conflict of interest log is maintained and available for reference at all board meetings. Prior to the vote, the board chair will identify any individuals who must abstain from voting due to a conflict of interest.”

Form 990, Part VI, Section B, Line 15A

“The process for determining compensation is established by the university of oregon foundation, a related organization. The board of trustees' executive compensation committee of the university of oregon foundation develops and recommends for board approval a compensation philosophy and the president/ceo total compensation package per the rebuttable presumption of reasonableness and reviews and approves measurable goals and objectives for the president/ceo. This process was last completed in june 2024.”

Form 990, Part VI, Section C, Line 19

“The organization's financial information is consolidated with the university of oregon foundation in the foundation's annual report, which includes financial statements. The foundation's annual report is available to the public via the foundation website, www.uofoundation.org. Printed copies of the annual report are available upon request. Governing documents and conflict of interest policy are available to the public via the foundation website.”

Filing and Contact Details

Filer

Filer Name
U of O Foundation Supporting
EIN
46-1574842
Phone
5413020300
Address
1720 E 13TH AVENUE 410, EUGENE, OR 97403-2253

Signing Officer

Name
Kelly Bosch CFO
Title
CFO
Phone
5413020300
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Paul Weinhold
Formed
2012
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Kpmg Llp
Address
550 SOUTH HOPE STREET SUITE 1500, LOS ANGELES, CA 90071
Preparer
David M Highfill
Phone
2139724000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Uncollectible pledges -380,387.”

Financial Statement Notes

PART V, LINE 4:

“Endowed funds are invested and will be maintained in perpetuity. The investment earnings will be expended to support the mission of the university of oregon.”

PART X, LINE 2:

“Financial statement footnote reporting uncertain tax positions: the organization recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The organization had no unrecognized tax benefits which would require an adjustment at june 30, 2024. The organization files an exempt organization return in the u.s. Federal jurisdiction.”

Raw XML AppendixShowing 400 of 486 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF OREGON FOUNDATION
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0UOF INVESTMENT POOL
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWED FUNDS ARE INVESTED AND WILL BE MAINTAINED IN PERPETUITY. THE INVESTMENT EARNINGS WILL BE EXPENDED TO SUPPORT THE MISSION OF THE UNIVERSITY OF OREGON.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FINANCIAL STATEMENT FOOTNOTE REPORTING UNCERTAIN TAX POSITIONS: THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT AT JUNE 30, 2024. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08600
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0233723379
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt040784025
IRS990ScheduleI/RecipientTable/IRCSectionDesc0STATE OF OREGON
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ACTIVITIES OF UNIVERSITY OF OREGON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF OREGON
IRS990ScheduleI/RecipientTable/RecipientEIN0464727800
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 3237
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0974030237
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL FUNDS RECEIVED BY THE ORGANIZATION FROM A DONOR ARE ADMINISTERED IN ACCORDANCE WITH THE WRITTEN INTENT OF THE DONOR. ORIGINAL GIFT DOCUMENTS ARE RETAINED IN ACCORDANCE WITH THE FOUNDATION'S RECORDS MANAGEMENT POLICY. TO ENSURE COMPLIANCE WITH DONOR INTENT, THE FOUNDATION PLACES ALL ASSETS INTO FUNDS THAT CAN BE READILY IDENTIFIED. IT IS THE ROLE OF THE ORGANIZATION TO ONLY APPROVE THOSE EXPENDITURES THAT ARE IN ALIGNMENT WITH DONOR INTENT. EACH EXPENDITURE REQUEST MUST BE SIGNED BY AN AUTHORIZED SIGNER OF THE IDENTIFIED FUND. THE ORGANIZATION WILL DENY A REQUEST IF IT IS DETERMINED UPON REVIEW THAT THE EXPENDITURE DOES NOT MATCH THE DONOR INTENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0694222
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1325585
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt060456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt160456
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt112115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RONALD WEINHOLD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KELLY BOSCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/UOF CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UOF CFO
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE UNIVERSITY OF OREGON FOUNDATION, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION THAT IT PAYS TO R PAUL WEINHOLD: THE BOARD OF TRUSTEES' EXECUTIVE COMPENSATION COMMITTEE DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL A COMPENSATION PHILOSOPHY AND THE PRESIDENT/CEO TOTAL COMPENSATION PACKAGE IN ACCORDANCE WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND REVIEWS AND APPROVES MEASURABLE GOALS AND OBJECTIVES FOR THE PRESIDENT/CEO. THIS PROCESS WAS LAST COMPLETED IN JUNE 2024. SEE SCHEDULE O FOR MORE DETAIL.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS SHALL BE APPOINTED, AND THE NUMBER OF DIRECTORS DETERMINED, BY THE BOARD OF TRUSTEES OF THE FOUNDATION, OR BY ANY COMMITTEE THEREOF AS DESIGNATED BY THE BOARD OF TRUSTEES OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED INTERNALLY BY FOUNDATION MANAGEMENT AND THEN REVIEWED BY TRUSTEE MEMBERS WHO COMPRISE THE AUDIT & RISK COMMITTEE. THE 990 IS PROVIDED ON THE TRUSTEE WEBSITE FOR THEIR REVIEW UPON APPROVAL BY THE AUDIT AND RISK COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE REVIEW OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS PERFORMED ANNUALLY BY MANAGEMENT, AND DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST IS DOCUMENTED. TRUSTEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AND UPON OCCURRENCE OF A MATERIAL CHANGE IN THE INFORMATION DISCLOSED. EMPLOYEES COMPLETE A DISCLOSURE FORM UPON HIRE AND ARE REQUIRED BY HR POLICY TO DISCLOSE MATERIAL CHANGES AS THEY OCCUR. ALL FORMS ARE LOGGED AND REVIEWED TO IDENTIFY THOSE WHO HAVE INDICATED A POTENTIAL CONFLICT. A DESIGNATED EXECUTIVE MANAGEMENT GROUP REVIEWS THOSE WITH POTENTIAL CONFLICTS TO DETERMINE IF THERE TRULY IS A CONFLICT OF INTEREST. FOR TRUSTEES, A CONFLICT OF INTEREST LOG IS MAINTAINED AND AVAILABLE FOR REFERENCE AT ALL BOARD MEETINGS. PRIOR TO THE VOTE, THE BOARD CHAIR WILL IDENTIFY ANY INDIVIDUALS WHO MUST ABSTAIN FROM VOTING DUE TO A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR DETERMINING COMPENSATION IS ESTABLISHED BY THE UNIVERSITY OF OREGON FOUNDATION, A RELATED ORGANIZATION. THE BOARD OF TRUSTEES' EXECUTIVE COMPENSATION COMMITTEE OF THE UNIVERSITY OF OREGON FOUNDATION DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL A COMPENSATION PHILOSOPHY AND THE PRESIDENT/CEO TOTAL COMPENSATION PACKAGE PER THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND REVIEWS AND APPROVES MEASURABLE GOALS AND OBJECTIVES FOR THE PRESIDENT/CEO. THIS PROCESS WAS LAST COMPLETED IN JUNE 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S FINANCIAL INFORMATION IS CONSOLIDATED WITH THE UNIVERSITY OF OREGON FOUNDATION IN THE FOUNDATION'S ANNUAL REPORT, WHICH INCLUDES FINANCIAL STATEMENTS. THE FOUNDATION'S ANNUAL REPORT IS AVAILABLE TO THE PUBLIC VIA THE FOUNDATION WEBSITE, WWW.UOFOUNDATION.ORG. PRINTED COPIES OF THE ANNUAL REPORT ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC VIA THE FOUNDATION WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNCOLLECTIBLE PLEDGES -380,387.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ANNUITY TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1REMAINDER TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2PREPETUAL INCOME TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHARITABLE REMAINDER ANNUITY TRUSTS (2)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CHARITABLE REMAINDER UNITRUSTS (101)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2PREPETUAL INCOME TRUST (12)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0936015767
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTING UNIVERSITY OF OREGON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01720 E 13TH AVENUE 410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EUGENE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097403
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

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