2025-05-13T14:34:44-05:00 2024-06-30 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990 2023-07-01 461574842 U OF O FOUNDATION SUPPORTING ORGANIZATION UOFO 5413020300 1720 E 13TH AVENUE 410 EUGENE OR 974032253 KELLY BOSCH CFO CFO 5413020300 2025-05-13 1 0 DAVID M HIGHFILL P01517891 2139724000 2023 2025-03-06 01:10:19Z R PAUL WEINHOLD 1720 E 13TH AVENUE 410 EUGENE OR 974032253 5752254 0 X WWW.UOFOUNDATION.ORG X 2012 OR ASSIST THE UNIVERSITY OF OREGON FOUNDATION IN ITS ACTIVITIES TO SUPPORT THE UNIVERSITY OF OREGON. 3 3 0 3 0 0 4109095 3972537 0 0 1234902 1779717 0 0 5343997 5752254 27658182 40784025 0 0 0 0 0 0 6219054 1003278 6219054 28661460 47003079 -23317463 -41250825 405821014 334267315 285698 0 405535316 334267315 X 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. 0 0 8349292 8007996 FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR-DESIGNATED PURPOSE OF THE CONTRIBUTION: STUDENT AID; ACADEMIC MERIT AND NEEDS SCHOLARSHIPS; STUDENT ATHLETIC SCHOLARSHIPS; STUDENT LOANS AND WAGES. 30701671 30320000 FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: ACADEMIC FACILITIES AND EQUIPMENT; NON-ACADEMIC FACILITIES AND EQUIPMENT; FUNDRAISING. 1733062 FUNDS ARE DISBURSED FROM RESTRICTED CONTRIBUTIONS TO THE UNIVERSITY OF OREGON AT THE REQUEST OF AUTHORIZED UNIVERSITY OFFICIALS FOR THE DONOR DESIGNATED PURPOSE OF THE CONTRIBUTION: INSTRUCTIONAL AND RESEARCH PROGRAMS; OTHER FACULTY SUPPORT. 40784025 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X KELLY BOSCH CFO 5413020300 1720 E 13TH AVENUE 410 EUGENE OR 97403 SUSAN STEVENS BOARD CHAIR 1.00 1.00 X X 0 0 0 BOB KOMIN BOARD CHAIR ELECT 1.00 1.00 X X 0 0 0 JEFFREY BEAVER SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 RONALD WEINHOLD PRESIDENT/UOF CEO 4.00 40.00 X 0 697981 94206 KELLY BOSCH UOF CFO 4.00 40.00 X 0 337700 63184 0 1035681 157390 0 0 1 0 0 3972537 3972537 1779717 1779717 5752254 0 0 1779717 40784025 40784025 UO FUNDRAISING SUPPORT 6219054 6219054 47003079 40784025 0 6219054 17383944 6431240 2142982 4126749 135556424 89148575 250363256 233723379 374408 837372 405821014 334267315 285698 0 285698 0 X 405535316 334267315 405535316 334267315 405821014 334267315 X -41250825 25363211 -55000000 -380387 X 0 1 X 1 0 X X 1 UNIVERSITY OF OREGON FOUNDATION 936015767 5 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 327564851 3972537 19810307 1268164 1902166 1176113 347001252 321513135 4109095 5602460 1276579 1405363 977897 327564851 320779585 6679696 -2763123 1169116 1281985 731922 321513135 332219766 -5588032 17959441 1146407 22176934 488249 320779585 330450225 4280434 58877 1091595 982184 495991 332219766 0.00000 0.91400 0.08600 0 1 1 0 UOF INVESTMENT POOL 233723379 F 233723379 X 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. 1 UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 974030237 464727800 STATE OF OREGON 40784025 0 ACTIVITIES OF UNIVERSITY OF OREGON 1 0 PART I, LINE 2: ALL 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. 0 0 0 0 0 0 0 0 0 RONALD WEINHOLD PRESIDENT/UOF CEO 0 694222 0 0 0 3759 0 60456 0 33750 0 792187 0 0 KELLY BOSCH UOF CFO 0 325585 0 0 0 12115 0 60456 0 2728 0 400884 0 0 PART I, LINE 3 THE 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. 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. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -380,387. UNIVERSITY OF OREGON FOUNDATION 1720 E 13TH AVENUE 410 EUGENE OR 97403 936015767 SUPPORTING UNIVERSITY OF OREGON OR 501(C)(3) LINE 5 N/A 0 CHARITABLE REMAINDER ANNUITY TRUSTS (2) ANNUITY TRUST OR UNIVERSITY OF OREGON FOUNDATION 0 CHARITABLE REMAINDER UNITRUSTS (101) REMAINDER TRUST OR UNIVERSITY OF OREGON FOUNDATION 0 PREPETUAL INCOME TRUST (12) PREPETUAL INCOME TRUST OR UNIVERSITY OF OREGON FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0