2026-04-10T11:20:50+00:00 2025-06-30 990 2024-07-01 936022772 Oregon State University Foundation OREG 5417374218 4238 SW Research Way Corvallis OR 973331068 Shawn Scoville CEO 5417374218 2026-04-10 true 2024 2025-03-06 01:10:19Z Shawn Scoville 4238 SW Research Way Corvallis OR 973331068 479260616 false X www.fororegonstate.org X 1947 OR The OSU Foundation partners with Oregon State University to engage our community, inspire investment, and steward resources to enhance the university's excellence and impact. In fiscal year 2025, the Foundation advanced this mission by engaging more than 40,000 donors, alumni, parents and friends of the university through philanthropy, events, volunteer service and outreach. The Foundation raised over $200 million to support student success, faculty research and programs of innovation and discovery across the university and marked a historic milestone as the endowment's market value surpassed $1 billion for the first time, strengthening the university's long-term impact and sustainability. The Foundation's work aligns with Oregon State University's strategic plan, Prosperity Widely Shared, which focuses on three institutional goals: doubling research expenditures to drive discovery and solutions; increasing six-year graduation rates to 80 percent so every student can succeed; 28 28 199 33 50825 0 134593239 101570016 1053262 1041096 21477145 43370180 27733836 29997673 184857482 175978965 0 0 0 0 38083122 38665887 27000 27000 23185346 122902210 93696045 161012332 132388932 23845150 43590033 2078439015 2278175324 1002116166 1104326619 1076322849 1173848705 X MISSION: The OSU Foundation partners with Oregon State University to engage our community, inspire investment, and steward resources to enhance the university's excellence and impact. VISION: To create a better world by inspiring support of - and for - Oregon State University false false 29610230 0 0 CAPITAL PROGRAMS: The OSU foundation distributed these amounts, in accordance with donor intent, to the University in FY25 to support the construction or renovation of campus facilities. Major projects in FY25 included: The Huang Collaborative Innovation Complex, Valley Football Center enhancements, Reser Stadium - west side renovation, Withycombe Hall, Baseball Hitting Facility, Construction Safety Laboratory, Patricia Valian Reser Center for the Creative Arts, and Austin Hall. The Foundation works with donors to complement the State of Oregon's investment in university facilities - often matching state dollars one to one. Currently under construction, the 143,000-square-foot Huang Complex will house one of the most powerful supercomputers in the country. Construction of the $213 million complex is funded by $100 million in philanthropic commitments to the OSU Foundation, $72 million in state bonds and the remainder from university funds. 16509624 0 0 SCHOLARSHIPS & OTHER STUDENT SUPPORT: The OSU foundation distributed these amounts, in accordance with donor intent, to the University in FY25 to support students through scholarships, fellowships, and other awards. Over time, donors have created over 2.418 unique scholarship, fellowship, and student support funds of various types and amounts at the OSU Foundation, of which 2,005 are endowed. These funds help ensure that an OSU education is accessible to qualified students, regardless of economic circumstances, and allow the University to recruit and retain outstanding students from Oregon and beyond. During the 2024/2025 academic year, 4,986 OSU students received donor-funded scholarships. A current Foundation priority is advancing the university's strategic goal of becoming a place where every student graduates. As part of its multi-year comprehensive fundraising campaign, the Foundation has set a $500 million goal for scholarships and student support. Campaign efforts emphasize donor investment in OSU's Finish in Four Initiative, which helps students complete their degrees on time while receiving a high-quality education that prepares them for careers, community engagement and long-term success. 8926019 0 0 INSTRUCTION & RESEARCH: The OSU Foundation distributed these amounts, in accordance with donor intent, to the University in FY25 to support teaching and research. During the year, donor funds helped support OSU's internationally recognized programs in marine sciences, forestry and agricultural sciences, among others. With 212 endowed faculty positions at the University, donors to the OSU Foundation provide critically needed private funds to help recruit and retain world-class talent. Endowed positions range from the Oregon Hazelnut Industry Professor and the Otteman Brant Faculty Fellow in Small Animal Medicine to the Grover Family Chair in Sustainable Urban Landscapes and the Holcomb Professor in Structural Engineering. 17218019 0 1041096 See Schedule O, Statement 1 EXPENSES: 50400 - Recognition and Awards - $258,398 50550 - Land Improvements - $76,989 50700 - Equipment - $745,866 50800 - Computer Hardware - $58,829 50850 - Computer Software - $253,973 51100 - Telephone/VOIP - $889 51155 - Cell Phone Charges - $5,112 51175 - Internet\Network Expenses - $1,382 51200 - Postage & Mailing\Shipping Services - $163.553 51700 - Supplies - $664,653 51750 - Books, Periodicals & Subscriptions - $234,521 51775 - Database Services - $4,717 51800 - Minor Equipment - $511,531 52400 - Interest - $178,055 52550 - Maintenance & Repair - Equipment - $43,952 52600 - Maintenance & Repair - Building - $515,813 52650 - Maintenance & Repair - Grounds - $20,049 52700 - Maintenance & Repair - Janitorial - $14,586 52800 - Maintenance & Licensing - Software - $23,198 52900 - Maintenance & Repair - Miscellaneous - $12,135 53500 - Publishing\Printing - $157,803 54100 - Payroll - $2,156,415 54150 - Payroll - Student - $669,008 54160 - Payroll - Overtime - $3,882 54170 - Payroll - Temporary - $12,900 54800 - Payroll Recruiting - $70 54900 - Payroll - Other - $1,540,628 55050 - Professional - Legal - $138 55300 - Professional - Consulting Services - $8,250 55325 - Professional - Marketing Services - $42 55390 - Professional - Other - $858,081 55400 - Services - Insurance - $4,892 55410 - Services - Advertising - $8,564 55417 - Services - Photography - $19,426 55420 - Services - Video Multimedia Production - $7,880 55430 - Services - Appraisal Fees - $7 55490 - Services - Other - $837,190 55650 - Rentals & Leases - Building - $187,069 55700 - Rentals & Leases - Equipment - $572,163 55850 - Rentals & Leases - Computer Software - $4,400 55950 - Rentals & Leases - Miscellaneous - $130,813 56400 - Licenses and Permits - $7,671 56510 - Travel - $586,558 56530 - Non Employee Travel - Students and Guests- $1,763,467 56550 - Registration Fees - Events - $42,801 56570 - Conferences - $438,133 56600 - Public Relations\Entertaining - $2,090,050 56607 - Business Meetings - $792,167 56608 - Staff Training - $76,486 56610 - Events - Catering - $201,037 56612 - Events - Shuttle - $9,265 56616 - Events - Room Setup\Staging - $61,057 56617 - Events - AV Rental - $38,340 56618 - Events - Entertaining - $149 56619 - Events - Give Away Items - $12,809 56630 - Donor Cultivation\Stewardship - $2,428 56650 - Tickets - Athletics & Events - $22,243 56700 - Dues and Memberships - $89,636 57150 - Utilities - Electric - $15,540 57300 - Utilities - Garbage - $360 TOTAL EXPENSES- $17,218,019 REVENUE: OBN Meals - $559,370 Registrations - $363,069 Conferences/Seminars - $18,494 Memberships/Sponsors/ - $38,163 Services - $62,000 TOTAL REVENUES - $1,041,096 17218019 1041096 72263892 true true false true false false false false false true true true false true true false false true false false true false false true true false false false false true false false false false false false false false false false true false false false true true true true true false true 115 0 true 199 true true true false false false true true true true true 2 false false false false false false false X 28 28 false false false false false false false true true false false false true true true true true true true true false false CA CO KY ME MD MN NH NJ NY OH OK OR SC UT AR WA WV X X X X Patricia Nowak 5417374922 4238 SW Research Way Corvallis OR 973331068 Caron Ogg Trustee 1.0 X 0 0 0 Dave Underriner Trustee - Chair-Elect, Committee on Trustees Chair 2.0 X 0 0 0 DeMonty Price Trustee 1.0 X 0 0 0 Eric Schoenstein Trustee - Immediate Past Chair 2.0 X 0 0 0 James Parkin Trustee 1.0 X 0 0 0 Jessica Wolfer Trustee 1.0 X 0 0 0 John Gilleland Trustee 1.0 X 0 0 0 Ken Austin Trustee 1.0 X 0 0 0 Ken Provencher Trustee 1.0 X 0 0 0 Kim Casale Trustee 1.0 X 0 0 0 Knute Buehler Trustee 1.0 X 0 0 0 Lan Zhang Trustee 1.0 X 0 0 0 Leonard Aplet Trustee 1.0 X 0 0 0 Lori Elkins Trustee 1.0 X 0 0 0 Mark Giustina Trustee 1.0 X 0 0 0 Mary Coucher Trustee 1.0 X 0 0 0 Mary Power Trustee - Liaison to OSUAA Board 2.0 1.0 X 0 0 0 Mary Yates Trustee 1.0 X 0 0 0 Nancy Fischer Trustee 1.0 X 0 0 0 Neil Fernando Trustee 1.0 X 0 0 0 Nikki Neuburger Trustee 1.0 X 0 0 0 Pat Egan Trustee - External Relations Committee Chair 2.0 X 0 0 0 Patty Bedient Trustee 1.0 X 0 0 0 Penny Atkins Trustee - Board Chair 2.0 X 0 0 0 Rebecca Camden Trustee - Finance Committee Chair 2.0 X 0 0 0 Richard Evans Trustee - Investment Committee Chair 2.0 X 0 0 0 Sharada Bose Trustee - OSUAA Board Liaison 1.0 1.0 X 0 0 0 Tom Nakano Trustee - Audit Committee Chair 2.0 X 0 0 0 Trey Winthrop Trustee 1.0 X 0 0 0 Kevin L Harvey Treasurer, VP & CFO 40.0 0.0 X 335278 0 84314 Laura J Pribyl Secretary - Director of Board Relations 40.0 1.0 X 111800 0 29936 Patricia M Nowak Assistant Treasurer - Controller 40.0 1.0 X 156957 0 57441 Shawn L Scoville President & CEO 40.0 1.0 X 805348 0 86114 Aaron Escobar VP Development, Athletics 40.0 0.0 X 289342 0 78747 Constance C French VP for Principal Gifts 40.0 0.0 X 368991 0 84406 Kristin G Watkins VP Donor Engagement & Chief Marketing Officer 40.0 0.0 X 298453 0 81342 Mark C Koenig VP Technology, Chief Innvation Officer 40.0 0.0 X 289053 0 62689 Todd R Bastian Senior VP, Development 40.0 0.0 X 371203 0 87224 3026425 0 652213 80 false true false Levy Premium Food Service LP 980 N Michigan Ave 980 N Michigan Ave Chicago IL 60611 Catering 1389038 Stoel Rives 101 S Capitol Blvd 101 S Capitol Blvd Boise ID 83702 Attorney 411327 Fundmetric 1526 Dresden Row Halifax Nova Scotia CA B3J3K3 Software 300538 Journal Graphics PO Box 10346 Portland OR 97296 Publishing 297883 OneSource Strategy PO Box 2170 Fairview OR 97024 Event Production 184045 11 55043 101514973 36448448 101570016 Our Beaver Nation - Meal Premiums 900099 559370 559370 0 0 Registrations 900099 363069 363069 0 0 Conferences/Seminars 900099 18494 18494 0 0 Memberships/Sponsors/Support 900099 38163 38163 0 0 Services 900099 62000 62000 0 0 0 0 0 0 1041096 13486016 0 0 13486016 7868 0 0 7868 525214 0 474389 0 50825 0 50825 0 50825 0 332691426 0 302807262 0 29884164 0 29884164 29884164 0 0 280647 0 0 280647 0 280647 Other Revenue - Miscellaneous 900099 14374225 14374225 0 0 Endowment Mgmt Fees 900099 12581378 12581378 0 0 Change in Splir Interest Agreements 900099 2698583 2698583 0 0 4147 4147 0 0 29658333 175978965 60583593 50825 13774531 X 1474779 543120 931659 30472635 14122324 3501746 12848565 2835020 0 644754 2190266 2382086 0 778874 1603212 1501367 0 383489 1117878 473947 5648 468299 0 217336 0 217336 0 60000 0 60000 0 27000 27000 109021 0 109021 0 937687 301439 -138931 775179 44939 10875 500 33564 3148064 2457544 324169 366351 2378829 506058 1281123 591648 245674 190499 55135 40 4519966 3657385 225034 637547 1965346 1651555 178061 135730 6560112 6485892 74220 0 903935 0 903935 0 158641 11082 147559 0 Campus Construction Expenses 31672073 31672073 0 0 Scholarships/Fellowships/Other Student Aid 16495351 16495351 0 0 Special Program Expense /Debt Service 7327442 6925836 401606 0 Public Relations 3063981 2858547 29019 176415 13413701 -15088216 26751625 1750292 132388932 72263892 36939694 23185346 7568337 6341594 0 0 110265611 85787813 338806 656657 0 0 0 0 1357506 1463711 0 0 458822 487636 19033565 5268729 14328571 13764836 678811597 733948023 397009085 456877180 0 0 0 868300680 978847874 2078439015 2278175324 37821366 17548638 0 0 28264 25820 0 0 0 0 0 0 0 0 0 0 964266536 1086752161 1002116166 1104326619 X 21952977 30393605 1054369872 1143455100 1076322849 1173848705 2078439015 2278175324 43590033 69878319 0 -15932224 -10272 0 X false true true false X 90944982 193084030 79499616 134519087 101836435 599884150 0 0 0 0 0 0 0 0 0 0 0 0 90944982 193084030 79499616 134519087 101836435 599884150 106255533 493628617 4260800 5289342 6702529 11329781 11854623 39437075 0 0 0 0 0 0 1541338 2543629 3238598 2620781 2164475 12108821 651430046 123767325 0.75776 0.728 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - INCOME - PARTNERSHIPS, COLUMN A - 1079880.0, COLUMN B - 1949128.0, COLUMN C - 2541018.0, COLUMN D - 2063535.0, COLUMN E - 1153504.0, COLUMN F - 8787065.0; DESCRIPTION - INCOME - OTHER INVESTMENTS, COLUMN A - 493133.0, COLUMN B - 507241.0, COLUMN C - 571596.0, COLUMN D - 601687.0, COLUMN E - 733617.0, COLUMN F - 2907274.0; DESCRIPTION - ACCRUED INVESTMENT INCOME, COLUMN A - -31675.0, COLUMN B - 87260.0, COLUMN C - 125984.0, COLUMN D - -44441.0, COLUMN E - 277354.0, COLUMN F - 414482.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 224633 0 224633 0 132164299 0 132388932 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 138867 326307 228587 224633 918394 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 Schedule C, Part II-A Line 1b Amounts paid directly in support of The Beaver Caucus, a separate nonprofit organization. The Beaver Caucus is a non-partisan, non-political organization that advocates for Oregon State University. The majority of time, and funds, are spent advocating to the Oregon legislature regarding issues related to the success and future of Oregon State University. 898100754 48991100 106728179 12284677 35797340 0 1005738016 816597512 34415028 79303578 10537725 21677639 0 898100754 761493783 19807700 65310900 10422024 19592847 0 816597512 817382079 30932443 -59594419 4706164 22520156 0 761493783 664084928 21112092 205581211 5782884 67613268 0 817382079 0.05 0.62 0.33 true false 0 728371 728371 0 5719586 1393232 4326354 0 495790 460126 35664 0 1322425 1206530 115895 0 10767393 2208841 8558552 13764836 Closely-held equity interests Financial derivatives Partnerships 371360708 F Real Estate 6083048 F Hedge Funds 69621545 F Mortgages and Note Receivables 2081687 F Investment Receivable 1055192 F Real Property Held for Investment 6675000 F 456877180 Assets held-for-sale 5836440 Trusts 10392488 Other Assets 1296017 Pooled Equity Investment Program Assets 961322929 978847874 Federal Income Taxes Endowment assets held for OSU 66679847 Gift Annuity Liability 5090797 Trust Liability 19009462 Pooled Equity Investment Program Liability 995972055 1086752161 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds The OSU Foundation holds over 3,100 endowed accounts. University donors have established these funds to provide support in perpetuity for a variety of purposes, including scholarships and fellowships, faculty positions, and general programmatic support. The University, for example, currently has 212 endowed faculty positions supported with such funds. Central America and the Caribbean 0 0 Fundraising 0 East Asia and the Pacific 0 0 Fundraising 0 Europe (Including Iceland and Greenland) 0 0 Fundraising 0 Middle East and North Africa 0 0 Fundraising 0 North America (Canada & Mexico only) 0 0 Fundraising 0 Russia and Neighboring States 0 0 Fundraising 0 South America 0 0 Fundraising 0 South Asia 0 0 Fundraising 0 Sub-Saharan Africa 0 0 Fundraising 0 0 0 0 0 0 0 0 0 0 true false false true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part V Schedule F, Part IV Any requirements to file Forms 926, 8621, or 8865 are directly dependent on investments in partnerships that have interest in foreign entities. All partnership K-1's are reviewed and appropriate forms are filed based on information disclosures provided by those partnerships. These forms are filed, as required, as attachments to the OSU Foundation annual Form 990-T filing. X X X X true Bjorn 2 Lead Consulting LLC 1516 N Sycamore Street Canby OR 97013 Professional development consulting services working primarily in the realm of relationship building and engagement with leadership and principal gift donors false 0 27000 -27000 0 27000 -27000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Receipts from various events during FY25 280647 280647 0 0 280647 280647 X X X X X true true X X X X X X false true false false false false false false false Shawn L Scoville President & CEO 638660 0 122193 0 44495 0 58820 0 27294 0 891462 0 0 0 Kevin L Harvey Treasurer, VP & CFO 333728 0 1500 0 50 0 61023 0 23291 0 419592 0 0 0 Patricia M Nowak Assistant Treasurer - Controller 155407 0 1500 0 50 0 30147 0 27294 0 214398 0 0 0 Todd R Bastian Senior VP, Development 335248 0 34125 0 1830 0 60929 0 26295 0 458427 0 0 0 Constance C French VP for Principal Gifts 342941 0 26000 0 50 0 60766 0 23640 0 453397 0 0 0 Kristin G Watkins VP Donor Engagement & Chief Marketing Officer 267648 0 25000 0 5805 0 54047 0 27295 0 379795 0 0 0 Aaron Escobar VP Development, Athletics 270852 0 12500 0 5990 0 52452 0 26295 0 368089 0 0 0 Mark C Koenig VP Technology, Chief Innvation Officer 287503 0 1500 0 50 0 51160 0 11529 0 351742 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel First class travel is authorized under our organization travel policy if the trip is outside of the contiguous 48 states of the US and is longer than 14 hours in duration, one-way. If a flight meets this policy it is not taxable compensation to the individual. In the FY25 reporting period the organization's CEO had business travel meeting this criteria. Schedule J, Part I, Line 1a Travel for companions Travel companions: In accordance with the OSU Foundation's formal distribution policy, travel expenses for spouses or other companions are reimbursable only if the spouse/companion has been asked to represent the Foundation or University in an official or representative capacity and his/her presence is critical for the conduct of such official business. All requests for spousal travel reimbursements are closely monitored to verify that they meet policy requirements and are properly taxed through payroll. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Gift Cards: In those instances where gift cards are given to employees the value of the card is processed through payroll for proper tax processing. This process includes grossing up the value of the gift card so that the employer bears the tax burden on these small gifts to recognize employees for specific contributions to our mission or as holiday gifts. Schedule J, Part I, Line 1a Health or social club dues or initiation fees Health or social club dues or initiation fees: During the reporting period, the Foundation paid social club dues for 5 employees. The memberships were deemed critical for the conduct of official business by providing access to meeting and event facilities for the organization and facilitating the cultivation and stewardship of alumni and donors. All paid social club memberships are closely monitored to verify that they meet policy requirements and are properly taxed through payroll. Schedule J, Part I, Line 1a Personal services Expenses for legal consultation fees regarding employment contract negotiations between the organization and the CEO were paid by the organization and processed through payroll for proper reporting on the W-2. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The CEO received $23,000 of contributions to a 457(b) plan as approved by the Board as part of total compensation for the CEO. At this point in time, there has been no tax treatment applied. Applicable taxes will apply when benefits are withdrawn. 241 32662574 Market value 8 956597 Market value X Mutual Funds 37 2397842 Market value X Personal Property 2 41435 Market value X Remainder Trusts - Held Outside 1 390000 Market value 5 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - combination of both methods Real estate - Residential - combination of both methods Other - Mutual Funds combination of both methods Other - Personal Property combination of both methods Other - Remainder Trusts - Held Outside combination of both methods Form 990, Part III, Line 4d Description of other program services (Expenses $ 17,218,019 including grants of $ 0)(Revenue $ 1,041,096) See Schedule O, Statement 1 EXPENSES: 50400 - Recognition and Awards - $258,398 50550 - Land Improvements - $76,989 50700 - Equipment - $745,866 50800 - Computer Hardware - $58,829 50850 - Computer Software - $253,973 51100 - Telephone/VOIP - $889 51155 - Cell Phone Charges - $5,112 51175 - Internet\Network Expenses - $1,382 51200 - Postage & Mailing\Shipping Services - $163.553 51700 - Supplies - $664,653 51750 - Books, Periodicals & Subscriptions - $234,521 51775 - Database Services - $4,717 51800 - Minor Equipment - $511,531 52400 - Interest - $178,055 52550 - Maintenance & Repair - Equipment - $43,952 52600 - Maintenance & Repair - Building - $515,813 52650 - Maintenance & Repair - Grounds - $20,049 52700 - Maintenance & Repair - Janitorial - $14,586 52800 - Maintenance & Licensing - Software - $23,198 52900 - Maintenance & Repair - Miscellaneous - $12,135 53500 - Publishing\Printing - $157,803 54100 - Payroll - $2,156,415 54150 - Payroll - Student - $669,008 54160 - Payroll - Overtime - $3,882 54170 - Payroll - Temporary - $12,900 54800 - Payroll Recruiting - $70 54900 - Payroll - Other - $1,540,628 55050 - Professional - Legal - $138 55300 - Professional - Consulting Services - $8,250 55325 - Professional - Marketing Services - $42 55390 - Professional - Other - $858,081 55400 - Services - Insurance - $4,892 55410 - Services - Advertising - $8,564 55417 - Services - Photography - $19,426 55420 - Services - Video Multimedia Production - $7,880 55430 - Services - Appraisal Fees - $7 55490 - Services - Other - $837,190 55650 - Rentals & Leases - Building - $187,069 55700 - Rentals & Leases - Equipment - $572,163 55850 - Rentals & Leases - Computer Software - $4,400 55950 - Rentals & Leases - Miscellaneous - $130,813 56400 - Licenses and Permits - $7,671 56510 - Travel - $586,558 56530 - Non Employee Travel - Students and Guests- $1,763,467 56550 - Registration Fees - Events - $42,801 56570 - Conferences - $438,133 56600 - Public Relations\Entertaining - $2,090,050 56607 - Business Meetings - $792,167 56608 - Staff Training - $76,486 56610 - Events - Catering - $201,037 56612 - Events - Shuttle - $9,265 56616 - Events - Room Setup\Staging - $61,057 56617 - Events - AV Rental - $38,340 56618 - Events - Entertaining - $149 56619 - Events - Give Away Items - $12,809 56630 - Donor Cultivation\Stewardship - $2,428 56650 - Tickets - Athletics & Events - $22,243 56700 - Dues and Memberships - $89,636 57150 - Utilities - Electric - $15,540 57300 - Utilities - Garbage - $360 TOTAL EXPENSES- $17,218,019 REVENUE: OBN Meals - $559,370 Registrations - $363,069 Conferences/Seminars - $18,494 Memberships/Sponsors/ - $38,163 Services - $62,000 TOTAL REVENUES - $1,041,096 Form 990, Part VI, Line 11b Review of form 990 by governing body Organization's Process to Review Form 990 - After preparation and thorough review by the organization's Controller, CFO, tax accountants, and legal counsel, a draft of the Form 990 is distributed to the Audit Committee for full review and comment. Once approved by the Audit Committee, the final Form 990 is made available to all voting members of the Board of Trustees via our secure site. The trustees are then given the opportunity to ask questions about the Form 990. After considering all the review procedures above, the tax return is timely filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy The Foundation has formal policies and procedures in place for annually documenting potential conflicts of interest among its governing body. At the beginning of each fiscal year, the organization's conflict of interest policy and code of ethics are sent to all new and returning trustees. Each trustee is asked to acknowledge receipt by returning a signed form indicating that they have read, understand, and agree to abide by these documents. Additionally, trustees must disclose in writing any potential conflicts of interest pertaining to Foundation business. All signed responses and disclosures become part of the Foundation's official records, and the full board is provided a list of individuals who declare potential conflicts. Throughout the fiscal year identified conflicts are monitored to ensure decisions remain unbiased and are compliant with governance and regulatory expectations. Form 990, Part VI, Line 15a Process to establish compensation of top management official Compensation Process for Top Official: The OSU Foundation Board of Trustees, through its committee structure, oversees the development of the President/CEO's annual work plan and monitors progress and performance against established goals. Monthly meetings between the Executive Committee and the President/CEO ensure close and frequent monitoring of the organization's performance and the leadership of its top executive. Additionally, the Compensation Committee of the board performs periodic review of the top executive's compensation, which includes benchmarking of peer institutions' compensation structures. In FY25 the Compensation Committee obtained an independent opinion on the reasonableness of compensation paid to the CEO, as well as the remainder of the leadership team. Form 990, Part VI, Line 15b Process to establish compensation of other employees Compensation Process for Other Officers and Key Employees: The compensation of the organization's other officers and key employees is reviewed on an annual basis. The employee's immediate supervisor oversees the development of an annual work plan and monitors progress and performance against established goals. In FY25 the Compensation Committee obtained an independent opinion on the reasonableness of compensation to all members of the leadership team. Form 990, Part VI, Line 18 How forms are made available to the public Any forms requested through a public request are provided as hard copies and mailed to the requestor. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing documents, conflict of interest policy, and IRS Forms 990 and 990-T are made available to the public upon request. Additionally, annual audited financial statements and information regarding endowment holdings are available to the public on the organization's website. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Other Revenue - Miscellaneous Sales - Total Revenue: 4147, Related or Exempt Function Revenue: 4147, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; Form 990, Part IX, Line 11g Other Expenses Professional - Other - Total Expense: 2244252, Program Service Expense: 2009800, Management and General Expenses: 60389, Fundraising Expenses: 174063; Events - Total Expense: 2158733, Program Service Expense: 322658, Management and General Expenses: 559258, Fundraising Expenses: 1276817; University Endowment Distribution - Total Expense: 1938677, Program Service Expense: 0, Management and General Expenses: 1938677, Fundraising Expenses: 0; Equipment - Total Expense: 1888446, Program Service Expense: 1888305, Management and General Expenses: 0, Fundraising Expenses: 141; Endowment Earnings Distributions - Total Expense: 1194707, Program Service Expense: -27936516, Management and General Expenses: 29131223, Fundraising Expenses: 0; Maintenance & Repairs - Total Expense: 1161877, Program Service Expense: 1150287, Management and General Expenses: 11577, Fundraising Expenses: 13; Services - Other - Total Expense: 1050003, Program Service Expense: 879910, Management and General Expenses: 146687, Fundraising Expenses: 23406; Rentals & Leases - Total Expense: 955343, Program Service Expense: 771994, Management and General Expenses: 35, Fundraising Expenses: 183314; Recognition and Awards - Total Expense: 375338, Program Service Expense: 349978, Management and General Expenses: 19208, Fundraising Expenses: 6152; Donor Cultivation - Total Expense: 321114, Program Service Expense: 24671, Management and General Expenses: 634, Fundraising Expenses: 295809; Books, Periodicals & Subsctiptions - Total Expense: 263325, Program Service Expense: 249473, Management and General Expenses: 4987, Fundraising Expenses: 8865; Capital Improvements - Total Expense: 250664, Program Service Expense: 250664, Management and General Expenses: 0, Fundraising Expenses: 0; Dues and Memberships - Total Expense: 213743, Program Service Expense: 127715, Management and General Expenses: 29991, Fundraising Expenses: 56037; Staff Training - Total Expense: 207409, Program Service Expense: 96391, Management and General Expenses: 79605, Fundraising Expenses: 31413; Payroll Recruiting - Total Expense: 55727, Program Service Expense: 70, Management and General Expenses: 55179, Fundraising Expenses: 478; Internet/Network Expenses - Total Expense: 31694, Program Service Expense: 16091, Management and General Expenses: 15586, Fundraising Expenses: 17; Taxes - Total Expense: 18182, Program Service Expense: 1166, Management and General Expenses: 17016, Fundraising Expenses: 0; Utilities - Total Expense: 17528, Program Service Expense: 16160, Management and General Expenses: 1368, Fundraising Expenses: 0; Licenses and Permits - Total Expense: 15875, Program Service Expense: 8295, Management and General Expenses: 721, Fundraising Expenses: 6859; Life Insurance Premiums - Total Expense: 13352, Program Service Expense: 13352, Management and General Expenses: 0, Fundraising Expenses: 0; Trustee Board & Committee Expenses - Total Expense: 6656, Program Service Expense: 0, Management and General Expenses: 6356, Fundraising Expenses: 300; Interfund Transfers - Total Expense: 406, Program Service Expense: 0, Management and General Expenses: 406, Fundraising Expenses: 0; Fines and Penalties - Total Expense: 3, Program Service Expense: 0, Management and General Expenses: 3, Fundraising Expenses: 0; Endowment Transfers - Total Expense: 0, Program Service Expense: 3592495, Management and General Expenses: -3592495, Fundraising Expenses: 0; Executive Grant Transfers - Total Expense: 0, Program Service Expense: -860318, Management and General Expenses: 860318, Fundraising Expenses: 0; Transfers - Total Expense: -160486, Program Service Expense: -705780, Management and General Expenses: 545294, Fundraising Expenses: 0; Administrative Gift Fees - Total Expense: -313392, Program Service Expense: 2644923, Management and General Expenses: -2644923, Fundraising Expenses: -313392; Realized Endowment Losses - Total Expense: -495475, Program Service Expense: 0, Management and General Expenses: -495475, Fundraising Expenses: 0; Form 990, Part I, Line 1 - continuation and expanding the university's role as a catalyst for economic growth across Oregon. 4238 Research Way LLC 4238 SW Research Way Corvallis OR 973331068 811384420 commercial rental real estate OR 1650179 13104475 Oregon State University Foundation Oregon 4-H Foundation 4238 SW Research Way Corvallis OR 973331068 930711337 youth education and development OR 501(c)(3) PF Oregon State University Foundation false The Beaver Caucus 4238 SW Research Way Corvallis OR 973331068 473315262 legislative advocacy for Oregon State University OR 501(c)(4) Oregon State University Foundation false Oregon State University Alumni Association 204 CH2M Hill Alumni Center Corvallis OR 97331 930470717 engagement opportunities for alumni, students and other Oregon State University friends OR 501(c)(3) PF Oregon State University Foundation false Trysting Tree Golf Club Inc PO Box 989 Eugene OR 97440 930974350 Golf course OR Oregon State University Foundation C Corporation 60000 0 1 true Charitable Remainder Uni-Trust (67) 4238 SW Research Way Corvallis OR 973331068 Investment management OR NA Trust Charitable Remainder Uni-Trust (2) 4238 SW Research Way Corvallis OR 973331068 Investment management CA NA Trust Charitable Remainder Uni-Trust (4) 4238 SW Research Way Corvallis OR 973331068 Investment management WA NA Trust Charitable Lead Annuity Trust (1) 4238 SW Research Way Corvallis OR 973331068 Investment management OR NA Trust Perpetual Trust (1) 4238 SW Research Way Corvallis OR 973331068 Investment management WA NA Trust Net Income Unitrust with Make-Up (4) 4238 SW Research Way Corvallis OR 973331068 Investment management OR NA Trust Net Income Unitrust with Make-Up (1) 4238 SW Research Way Corvallis WA 973331068 Investment management WA NA Trust Charitable Remainder Uni-Trust (1) 4238 SW Research Way Corvallis NV 973331068 Investment management NV NA Trust false false false false false true false false false false false true false true true false false true true Oregon 4-H Foundation L OSU Foundation employees provide fundraising services for the Oregon 4-H Foundation. Oregon 4-H covers 25% of payroll costs for shared fundraising/executive director position. Please refer to additional information under transactions type o, on this same schedule. Oregon 4-H Foundation N Office space, equipment, and other support provided at no cost Oregon 4-H Foundation O 88148 Several 4H employees are on OSUF payroll and gross payroll costs are borne on a split basis Oregon 4-H Foundation S 114212 net transfers Oregon 4-H Foundation R 643099 distributions of endowment earnings The Beaver Caucus B 108868 net contributions to The Beaver Caucus to cover payment of professional consulting and lobbying $0, and other operating expenses of $0 The Beaver Caucus O 115765 OSUF staff person - 1 FTE - and a part-time OSU student employee, provided administrative support to The Beaver Caucus The Beaver Caucus N no cost support via office space, equipment, and mailing lists Oregon State University Alumni Association R 551608 distribution of endowment earnings Trysting Tree Golf Club Inc F 60000 dividend amount based on annual operating results