University Of Oregon Foundation
- Assets
- $1.4b
- Revenue
- $267.9m
- Investments
- $909.0m
- Employees
- 46
- Location
- Eugene, OR
- Founding
- 04/1951
- Data as of
- 06/2020
- EIN
- 93-6015767
Organization Overview
University Of Oregon Foundation is located in Eugene, OR. The organization was established in 1951. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. As of 06/2021, University Of Oregon Foundation employed 46 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. University Of Oregon Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2020, University Of Oregon Foundation generated $267.9m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 12.2% each year . All expenses for the organization totaled $432.9m during the year ending 06/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, University Of Oregon Foundation has awarded 33 individual grants totaling $1,468,189,527. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
IN SUPPORT OF THE FOUNDATION'S MISSION, STAFF ENDEAVOR TO POSITIVELY IMPACT SOCIETY BY SUPPORTING THE UNIVERSITY OF OREGON'S MISSION OF EDUCATION, RESEARCH AND ENTREPRENEURSHIP THROUGH EXEMPLARY STEWARDSHIP OF RELATIONSHIPS AND RESOURCES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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: OTHER UNIVERSITY SUPPORT; SUPPLIES AND OPERATING EXPENSES; AND PERSONNEL EXPENSES.
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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jay D Namyet Chief Investment Officer | Officer | 40 | $554,288 |
R Paul Weinhold President/ceo | Officer | 40 | $530,799 |
Volker Engelbert Sr Director Of Investments | 40 | $302,084 | |
Kelly Bosch Chief Financial Officer | Officer | 40 | $207,049 |
Paul J Carlin Former Director Of Investments | 40 | $198,686 | |
Corey Galstan Director Of Investments | 40 | $186,292 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gallagher Designs Inc Design & Construction | 6/29/21 | $2,266,642 |
Spectacle Museum Electronics Delivery/installation | 6/29/21 | $604,500 |
Acme Scenic & Display Inc Graphics & Branding | 6/29/21 | $586,706 |
Fortis Construction Inc Construction | 6/29/21 | $8,866,451 |
Hoffman Construction Co Construction | 6/29/21 | $92,428,539 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $253,512,268 |
| Investment income | $6,365,522 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$923,685 |
| Net Gain/Loss on Asset Sales | $4,875,854 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $267,924,803 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,533,386 |
| Compensation to disqualified persons | $102,196 |
| Other salaries and wages | $1,788,012 |
| Pension plan accruals and contributions | $685,419 |
| Other employee benefits | $612,576 |
| Payroll taxes | $256,207 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $22,014 |
| Fees for services: Accounting | $139,907 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $116,649 |
| Fees for services: Other | $124,064 |
| Advertising and promotion | $57,195 |
| Office expenses | $678,346 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $276,006 |
| Travel | $40,064 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $73,127 |
| Interest | $1,975,040 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,715 |
| Insurance | $243,904 |
| All other expenses | $0 |
| Total functional expenses | $432,949,906 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $53,715,273 |
| Savings and temporary cash investments | $57,331,558 |
| Pledges and grants receivable | $72,625,826 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $226,084,021 |
| Investments—other securities | $909,005,552 |
| Investments—program-related | $200,000 |
| Intangible assets | $0 |
| Other assets | $53,708,087 |
| Total assets | $1,406,809,391 |
| Accounts payable and accrued expenses | $18,559,822 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $50,938,233 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $230,993,619 |
| Total liabilities | $300,491,674 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $1,106,317,717 |
Grants Awarded
Over the last fiscal year, University Of Oregon Foundation has awarded $145,970,086 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF OREGON PURPOSE: UNIVERSITY SUPPORT, SUPPLIES AND OPERATING EXPENSES AND PERSONNEL EXPENSES | $65,966,835 |
UNIVERSITY OF OREGON PURPOSE: ACADEMIC FACILITIES AND EQUIPMENT, NONACADEMIC FACILITIES AND EQUIPMENT, FUN | $42,602,538 |
UNIVERSITY OF OREGON PURPOSE: INSTRUCTIONAL AND RESEARCH PROGRAMS AND OTHER FACULTY SUPPORT | $20,877,578 |
UNIVERSITY OF OREGON PURPOSE: STUDENT AID, ACADEMIC MERIT AND NEEDS SCHOLARSHIPS, STUDENT ATHLETIC SCHOLAR | $16,523,135 |
Grants Recieved
Over the last fiscal year, we have identified 8 grants that University Of Oregon Foundation has recieved totaling $1,433,033.
| Awarding Organization | Amount |
|---|---|
Giustina Forest Foundation Eugene, OR PURPOSE: SCHOLARSHIP FUNDS | $500,000 |
Giustina Forest Foundation Eugene, OR PURPOSE: SCHOLARSHIP FUNDS | $500,000 |
Oregon Scottish Rite Clinics Portland, OR PURPOSE: SUMMER CAMPS, HEDCO PEDIATRIC CLIENT | $131,940 |
Usher 1f Collaborative Inc Newtonville, MA | | $120,000 |
Edward And Cynthia Maletis Foundation Seattle, WA PURPOSE: EDUCATION AND ATHLETICS | $104,593 |
The Brandaw Family Foundation Wilmington, DE PURPOSE: PATHWAY OREGON SUPPORT ENDOWED FUND | $50,000 |
Endowment Analysis
| Beg. Balance | $1,123,292,990 |
| Earnings | $221,679,144 |
| Admin Expense | $7,254,711 |
| Net Contributions | $26,653,810 |
| Other Expense | $33,258,815 |
| Grants | $10,736,490 |
| Ending Balance | $1,320,375,928 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
University Of Oregon Foundation Eugene, OR | $1,406,809,391 | $267,924,803 |
The Ucla Foundation Los Angeles, CA | $5,049,182,336 | $636,368,398 |
University Of California San Francisco Foundation San Francisco, CA | $3,419,389,574 | $724,265,070 |
Association Of University Physicians Seattle, WA | $217,739,908 | $355,369,827 |
University Of California Berkeley Foundation Berkeley, CA | $2,480,595,373 | $338,166,506 |
University Of Washington Foundation Seattle, WA | $5,084,385 | $209,212,182 |
Cal Poly Pomona Foundation Inc Pomona, CA | $112,439,496 | $53,807,212 |
San Diego State University Foundation San Diego, CA | $208,622,845 | $174,580,877 |
Oregon Health And Science University Foundation Portland, OR | $1,419,565,425 | $108,603,763 |
Oregon State University Foundation Corvallis, OR | $1,086,662,227 | $272,172,005 |
University Enterprises Inc Sacramento, CA | $150,298,368 | $99,291,560 |
University Of California Irvine Foundation Irvine, CA | $884,006,067 | $143,548,070 |