2025-03-26T15:43:13-05:00 2024-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-07-01 930619733 PORTLAND STATE UNIVERSITY FOUNDATION PORT 5037255863 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 STACEY HENRIQUEZ CFO 5037255863 2025-03-24 1 1 WENDY CAMPOS P00448102 5032421447 2025-03-24 2023 2025-03-06 01:10:19Z STACEY HENRIQUEZ 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 49403348 0 X WWW.PSUF.ORG X 1963 OR PORTLAND STATE UNIVERSITY FOUNDATION IS RESPONSIBLE FOR RAISING AND MANAGING PRIVATE RESOURCES TO ADVANCE PSU'S PRIORITIES AND MISSION TO BE A LEADING URBAN UNIVERSITY. 30 30 79 123 8247 0 26933082 29707105 7196567 6864489 4621019 4412056 -88156 -196360 38662512 40787290 17732072 17700319 0 0 7578066 7580336 0 0 5615576 1943382 2303812 27253520 27584467 11408992 13202823 174384827 195724284 7850216 8104380 166534611 187619904 SEE SCHEDULE O 0 0 18568601 17700319 6864489 THE FOUNDATION SUPPORTS PORTLAND STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS, SUPPPORTING FACULTY RESEARCH AND INSTRUCTION, ENHANCING FACILITIES, AND NURTURING NEW PROGRAMS. DURING THE YEAR ENDED JUNE 30, 2024 THE FOUNDATION AWARDED $17,700,319 TO THE UNIVERSITY; $4,583,902 FOR SCHOLARSHIPS AND FELLOWSHIPS, $1,757,818 FOR CAPITAL PROJECTS, $10,891,066 FOR ACADEMIC SUPPORT, AND $467,534 FOR ADMINISTRATIVE SUPPORT. 18568601 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 169 2 1 79 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X STACEY HENRIQUEZ 5037255863 1600 SW 4TH AVE PORTLAND OR 97201 SARAH SCHWARZ PRESIDENT & CEO 40.00 0.25 X 391103 0 51115 STACEY HENRIQUEZ CHIEF FINANCIAL & ADMIN OFFICER 40.00 0.25 X 204846 0 32667 CATHERINE SOULAGES VP OF ENGAGEMENT AND COMMUNICATIONS 40.00 X 171278 0 28732 BRIAN HESS VICE PRESIDENT OF DEVELOPMENT 40.00 X 176682 0 21226 JAYMEE JACOBY ASSOCIATE VICE PRESIDENT FOR DEVELOPMENT 40.00 X 152754 0 39396 KARIN TRUMBO SENIOR PHILANTHROPIC ADVISOR 40.00 X 133148 0 32727 MICHELLE JENSON SENIOR DIRECTOR OF FINANCE & ACCOUNTING 40.00 X 129241 0 36556 TERI WINGARD DIRECTOR OF DATA MANAGEMENT & IT SERVICES 40.00 X 131625 0 23973 MELISSA ANN MIGUEL SENIOR DIRECTOR OF PEOPLE & CULTURE 40.00 X 114067 0 35023 AL BARKOULI CHAIR 1.00 0.02 X X 0 0 0 SAMMI PAHLOW VICE CHAIR 1.00 0.02 X X 0 0 0 JON OWENS TREASURER 1.00 0.02 X X 0 0 0 MARCIA MASON SECRETARY 1.00 0.02 X X 0 0 0 TINA ADAMS TRUSTEE 1.00 0.02 X 0 0 0 HERMANN COLAS JR TRUSTEE 1.00 X 0 0 0 ANN CUDD TRUSTEE 1.00 X 0 0 0 SAFAA EL-MANSY TRUSTEE 1.00 X 0 0 0 TOM FINK TRUSTEE 1.00 X 0 0 0 EILEEN FRACK TRUSTEE 1.00 X 0 0 0 JARED HOLUM TRUSTEE 1.00 X 0 0 0 CARY JACKSON TRUSTEE 1.00 0.02 X 0 0 0 ED JOHNSON TRUSTEE 1.00 0.02 X 0 0 0 TOM KEELER TRUSTEE 1.00 X 0 0 0 KRISTEN KERN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER LIDDLE TRUSTEE 1.00 X 0 0 0 ROSS LIENHART TRUSTEE 1.00 X 0 0 0 JOE MCFERRIN II TRUSTEE 1.00 0.02 X 0 0 0 BARRY MILLER TRUSTEE 1.00 X 0 0 0 CHRISTINE NICKERSON TRUSTEE 1.00 0.02 X 0 0 0 CORRIE OLIVA TRUSTEE 1.00 X 0 0 0 STEVE PETRUZELLI TRUSTEE 1.00 X 0 0 0 MIKE RICHARDSON TRUSTEE 1.00 X 0 0 0 TRACI ROSSI TRUSTEE 1.00 X 0 0 0 VERA SELL TRUSTEE 1.00 X 0 0 0 RICHARD SOLOMON TRUSTEE 1.00 0.02 X 0 0 0 ALICE WIEWEL TRUSTEE 1.00 X 0 0 0 KEREN BROWN WILSON TRUSTEE 1.00 0.02 X 0 0 0 HELEN YING TRUSTEE 1.00 X 0 0 0 CHARLENE ZIDELL TRUSTEE 1.00 0.02 X 0 0 0 1604744 0 301415 17 0 1 0 SELLWOOD CONSULTING LLC 6650 SW REDWOOD LANE SUITE 370 PORTLAND OR 97224 INVESTMENT MANAGEMENT 163797 1 715136 16000 28975969 623261 29707105 CONTRACT SERVICE REVEN 541900 6402936 6402936 OTHER PROGRAM SERVICE 900099 387887 387887 SPECIAL EVENTS 900099 73666 73666 6864489 3993960 8247 3985713 8758515 8340419 418096 418096 418096 72695 715136 272347 -199652 -199652 6584 3292 3292 3292 40787290 6864489 8247 4207449 17700319 17700319 948559 22224 497874 428461 4781163 466580 1235671 3078912 466109 42637 160530 262942 864552 88295 255341 520916 519953 50399 152861 316693 32407 19318 13089 109757 109757 17210 10941 2090 4179 298178 298178 225601 7359 105758 112484 19726 16 19124 586 181311 5500 75250 100561 747860 7482 288107 452271 11163 4415 2266 4482 27040 835 10371 15834 144341 3752 54318 86271 66274 1380 21184 43710 44482 14827 29655 STAFF DEVELOPMENT 210131 84747 45476 79908 CULTIVATION/STEWARDSHIP 94272 541 30059 63672 ALUMNI ENGAGEMENT 74059 71179 1930 950 27584467 18568601 3400290 5615576 520 520 8141290 6290086 18145357 27535900 58034 87152 350715 322662 1907439 1851773 121939 55666 133982010 150250842 7634653 8633835 1151094 1151094 4799215 1396527 174384827 195724284 3471073 3580141 28500 0 4350643 4524239 7850216 8104380 X 10381390 11895198 156153221 175724706 166534611 187619904 174384827 195724284 X 13202823 9289477 -1407007 X 0 1 X 1 0 X 16256157 22351072 19639761 26933082 29707105 114887177 16256157 22351072 19639761 26933082 29707105 114887177 9875226 105011951 7451537 3414241 2522536 3327622 3993960 20709896 10365 0 10365 191437 25181 72625 93520 72695 455458 136062896 38924737 0.77180 0.80010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2019 AMOUNT: $ 191,437. 2020 AMOUNT: $ 25,181. 2021 AMOUNT: $ 72,625. 2022 AMOUNT: $ 93,520. 2023 AMOUNT: $ 72,695. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 17210 0 0 17210 0 PART II-B, LINE 1, LOBBYING ACTIVITES: PSUF OPERATED A "DAY AT THE CAPITAL" WHERE PORTLAND STATE UNIVERSITY (PSU) REPRESENTATIVES LOBBY ELECTED OFFICIALS FOR SUPPORT OF PSU. EXPENSES INCURRED RELATE TO TRANSPORTATION AND MEALS FOR PARTICIPANTS. 109664279 3967703 11312115 3122716 1324540 120496841 96602029 10692838 6810407 2944231 1496764 109664279 102726515 8319930 -10273106 2933965 1237345 96602029 79122216 7054816 19297080 1617638 1129959 102726515 80100328 1885150 718418 2499988 1081692 79122216 0.16760 0.74470 0.08770 0 0 346702 328237 18465 241940 209805 32135 1318797 1313731 5066 55666 ENDOWMENTS HELD FOR PSU 2675073 OBLIGATIONS TO BENFICIARIES UNDER SPLIT-INTEREST AGREEMENTS 1849166 4524239 X 48643932 9289477 272347 9561824 39082108 1705182 1705182 40787290 27558636 272347 272347 27286289 298178 298178 27584467 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW. THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT) ON ANY UNRELATED BUSINESS INCOME, AND MANAGEMENT BELIEVES ANY UBIT WOULD BE IMMATERIAL TO THE FINANCIALS. THE FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING DIRECT EXPENSES PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF INVESTMENT MANAGEMENT SERVICES CHANGE IN DISCOUNT ON PLEDGES CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING DIRECT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF INVESTMENT MANAGEMENT SERVICES PART V, LINE 4 THE PURPOSE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPORT PORTLAND STATE UNIVERSITY. ENDOWMENT FUNDS ARE USED FOR SPECIFIC CHARITABLE PURPOSES DESIGNATED BY DONORS (E.G. PRIMARILY FOR SCHOLARSHIPS, FELLOWSHIPS, CAPITAL PROJECTS, AND SUPPORT OF ACADEMIC PROGRAMS). CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 8457000 0 0 0 0 0 0 8457000 0 8457000 1 0 1 1 1 0 0 CENTER FOR REAL ESTATE - CONFERENCE 308675 245270 63405 11000 27287 38662 PSU SHOWCASE 290105 290105 1096 18233 123100 1 189051 179761 9290 0 13911 1500 37558 787831 715136 72695 12096 59431 1500 199320 272347 -199652 1 PORTLAND STATE UNIVERSITY PO BOX 751 PORTLAND OR 97207 936001786 STATE OF OREGON 17700319 0 SCHOLARSHIPS, FELLOWSHIPS, CAPITAL PROJECTS, ACADEMIC & ADMINISTRATIVE SUPPORT 1 0 PART I, LINE 2: THE FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY BY PROVIDING GRANTS IN THE FORM OF SCHOLARSHIPS AND FELLOWSHIPS, ACADEMIC SUPPORT, CAPITAL PROJECTS, AND ADMINISTRATIVE SUPPORT. TO ENSURE THAT GRANT FUNDS ARE EXPENDED FOR THE INTENDED PURPOSES, THE FOUNDATION APPROVES GRANT DISBURSEMENTS TO THE UNIVERSITY ONLY WHEN PROPER SUPPORTING DOCUMENTATION AND AUTHORIZATION BY DEPARTMENT HEADS ARE OBTAINED AND WHEN THE EXPENDITURE SATISFIES THE RESTRICTED PURPOSES IMPOSED BY DONORS AND FURTHERS THE EXEMPT MISSIONS OF THE FOUNDATION. BECAUSE SUPPORTING DOCUMENTATION AND AUTHORIZATION IS CAREFULLY EXAMINED BEFORE THE GRANT IS GIVEN AND THE PURPOSES FOR THE GRANT ARE KNOWN BEFORE IT IS AWARDED, NO ADDITIONAL FOLLOW UP IS PERFORMED TO FIND OUT HOW THE GRANT WAS USED. X 0 1 X X X X 1 0 0 0 0 0 0 0 0 SARAH SCHWARZ PRESIDENT & CEO 338450 0 51750 0 903 0 37290 0 13825 0 442218 0 0 0 STACEY HENRIQUEZ CHIEF FINANCIAL & ADMIN OFFICER 193458 0 9765 0 1623 0 24608 0 8059 0 237513 0 0 0 CATHERINE SOULAGES VP OF ENGAGEMENT AND COMMUNICATIONS 161518 0 8240 0 1520 0 20765 0 7967 0 200010 0 0 0 BRIAN HESS VICE PRESIDENT OF DEVELOPMENT 92848 0 0 0 83834 0 10728 0 10498 0 197908 0 0 0 JAYMEE JACOBY ASSOCIATE VICE PRESIDENT FOR DEVELOPMENT 144474 0 7750 0 530 0 18642 0 20754 0 192150 0 0 0 KARIN TRUMBO SENIOR PHILANTHROPIC ADVISOR 128064 0 3892 0 1192 0 16192 0 16535 0 165875 0 0 0 MICHELLE JENSON SENIOR DIRECTOR OF FINANCE & ACCOUNTING 122766 0 6158 0 317 0 15814 0 20742 0 165797 0 0 0 TERI WINGARD DIRECTOR OF DATA MANAGEMENT & IT SERVICES 125977 0 3889 0 1759 0 16179 0 7794 0 155598 0 0 0 PART I, LINE 1A SOCIAL CLUB FEES TOTALING $5,169 WERE PAID ON BEHALF OF SARAH SCHWARZ, PRESIDENT & CEO, IN THE CALENDAR YEAR. THE AMOUNT IS REPORTED ON SCHEDULE J, PART II, COL B (III). PART I, LINE 4A BRIAN HESS, FORMER VICE PRESIDENT OF DEVELOPMENT, RECEIVED A SEVERANCE PAYMENT OF $83,395. X 27 623261 AVG HIGH/LOW PRICE 0 0 1 1 PART I, COLUMN (B): THE AMOUNT REPORTED REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. PART I, LINE 32B: THE FOUNDATION OCCASIONALLY RECEIVES NONCASH CONTRIBUTIONS OF REAL OR PERSONAL PROPERTY AND USES A THIRD PARTY, SUCH AS A REAL ESTATE BROKER OR AUCTIONEER, TO DISPOSE OF THE ASSETS AND CONVERT THEM TO CASH. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: FOUNDED IN 1963, PSU FOUNDATION RAISES AND MANAGES PHILANTHROPIC CONTRIBUTIONS TO PORTLAND STATE UNIVERSITY, OREGON'S ONLY URBAN PUBLIC RESEARCH UNIVERSITY. OVER THE LAST TWO DECADES, THE FOUNDATION HAS TRANSFERRED OVER TO $350 MILLION TO PSU TO SUPPORT STUDENT AND FACULTY SUCCESS, PROGRAM DEVELOPMENT, AND CAPITAL CONSTRUCTION. SERVING CLOSE TO 24,000 STUDENTS A YEAR, PSU IS PORTLAND'S MOST VIBRANT RESOURCE FOR LEARNING, SCHOLARSHIP, RESEARCH, CREATIVITY, CULTURE AND WORKFORCE DEVELOPMENT. A LEGACY OF EDUCATIONAL ACCESS AND URBAN PARTNERSHIP IS CENTRAL TO PSU'S MISSION - AND THE REASON IT IS REPEATEDLY NAMED ONE OF THE MOST INNOVATIVE COLLEGES IN THE NATION BY U.S. NEWS AND WORLD REPORT. PSU FOUNDATION'S FUNDRAISING PRIORITIES INCLUDE ACADEMIC SCHOLARSHIPS FOR PROMISING STUDENTS WITH LIMITED RESOURCES AS WELL AS FACULTY, PROGRAM AND CAPITAL SUPPORT. IN ADDITION TO DIRECT FUND-RAISING EFFORTS, PSU FOUNDATION DIRECTS DONOR STEWARDSHIP ACTIVITIES, ADMINISTERS RECORDS, OVERSEES REPORTING, AND INVESTS AND MANAGES FINANCIAL RESOURCES IN ACCORDANCE WITH DONOR WISHES. PSU FOUNDATION'S INDEPENDENT VOLUNTEER BOARD OF TRUSTEES HELPS PORTLAND STATE UNIVERSITY FOUNDATION PROMOTE PSU'S MISSION AND FUND-RAISING PRIORITIES BY LEVERAGING EXPERTISE AND RELATIONSHIPS AND COMMITTING PERSONAL RESOURCES. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING PERSONS REPORTED IN PART VII, SECTION A, HAVE A BUSINESS RELATIONSHIP: CARY JACKSON & ROSS LIENHART. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS CAREFULLY REVIEWED IN DRAFT FORM BY THE MEMBERS OF THE FOUNDATION'S AUDIT COMMITTEE. MOSS ADAMS LLP, THE TAX PREPARER, ATTENDS THE AUDIT COMMITTEE MEETING AND DISCUSSES THE FORM 990 IN DETAIL WITH THE AUDIT COMMITTEE. ALL REVIEWERS ARE GIVEN TIME TO RESPOND TO ANY REVISIONS. AFTER INCORPORATION OF ALL REVISIONS AND PRIOR TO FILING, THE FINAL FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES EXCLUDING THE SCHEDULE OF CONTRIBUTORS, WITH AN E-MAIL CALLING THEIR ATTENTION TO PORTIONS OF THE FORM MOST LIKELY TO BE READ BY THE PUBLIC AND FUNDERS. FORM 990, PART VI, SECTION B, LINE 12C THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE FOUNDATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE FOUNDATION. PURSUANT TO THE CONFLICT OF INTEREST POLICY, ANY INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD CHAIR, AND TO DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE DETERMINATION WHETHER A CONFLICT OF INTEREST EXISTS SHALL BE MADE BY THE BOARD OF TRUSTEES. PENDING SUCH DETERMINATION, THE INTERESTED PERSON SHALL RECUSE HIMSELF OR HERSELF FROM PARTICIPATION IN THE REVIEW OF AND VOTING UPON THE TRANSACTION OR ARRANGEMENT IN WHICH THAT PERSON HAS A POSSIBLE CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. THE CONFLICT OF INTEREST POLICY IS MONITORED BY AN ANNUAL DISTRIBUTION OF QUESTIONNAIRES TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. IF THE BOARD DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SHALL SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FOUNDATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 IN JUNE 2024, THE EXECUTIVE COMMITTEE, COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, APPROVED THE COMPENSATION OF THE PRESIDENT/CEO. ANNUALLY AS PART OF THE BUDGET PROCESS, THE FINANCE COMMITTEE AND SUBSEQUENTLY THE BOARD OF TRUSTEES, REVIEWS AND APPROVES THE COMPENSATION OF ALL FOUNDATION EMPLOYEES INCLUDING THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES. COMPENSATION FOR ALL EMPLOYEES OF THE ORGANIZATION IS DETERMINED USING COMPENSATION DATA FROM SALARY SURVEYS AND 990 FILINGS FOR SIMILAR POSITIONS AND ORGANIZATIONS IN OREGON AND NATIONALLY; AND AS APPROPRIATE THE LOCAL LABOR MARKET FOR SIMILAR POSITIONS IN THE PRIVATE SECTOR AND GOVERNMENTAL ORGANIZATIONS. THE BOARD'S PROCESS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE FOUNDATION'S GOVERNING INSTRUMENTS, CONFLICT OF INTEREST POLICIES, AND OTHER DOCUMENTS AND POLICY STATEMENTS MAY BE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN DISCOUNT ON PLEDGES -1,216,963. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -190,043. ROUNDING -1. BROADWAY HOUSING LLC 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 930619733 HOUSING OR 0 0 PORTLAND STATE UNIVERSITY FOUNDATION PSU IMPACT VENTURES LLC 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 INVESTMENT OR 0 129740 PORTLAND STATE UNIVERSITY FOUNDATION 2828 CORBETT INC 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 202021524 PROPERTY MANAGEMENT OR 501(C)(2) PORTLAND STATE UNIVERSITY FOUNDATION 1 PERPETUAL INCOME TRUST (1) PERPETUAL INCOME TRUST OR PORTLAND STATE UNIVERSITY FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0