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Nonprofiteer
← U OF O FOUNDATION SUPPORTING ORGANIZATION

Form 990 for tax year 2022

Filed by U OF O FOUNDATION SUPPORTING ORGANIZATION.

Totals

Total revenue
$5,343,997
Total expenses
$28,661,460
Contributions and grants received
$4,109,095
Grants paid
$27,658,182
Program service revenue
$0
Investment income
$1,234,902
Other revenue
$0
Total assets, end of year
$405,821,014
Total liabilities, end of year
$285,698
Net assets or fund balances, end of year
$405,535,316
Program services expenses (Part IX)
$27,658,182
Management and general expenses
$1,003,278
Fundraising expenses
$0
Program service expenses (Part III)
$27,658,182

Program services were 96.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,109,095

  • 1g · Noncash contributions included above

    $1,990,053

  • 3 · Investment income

    total $1,198,168 · excluded $1,198,168

  • 7a · Gross sales of assets other than inventory

    securities $2,981,600 · other assets $2,147,033

  • 7b · Less cost or other basis and sales expenses

    securities $3,005,885 · other assets $2,086,014

  • 7c · Gain or loss

    securities -$24,285 · other assets $61,019

  • 7d · Net gain or loss

    total $36,734 · excluded $36,734

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,658,182 · program services $27,658,182

  • 11g · Fees: other

    total $1,003,278 · management and general $1,003,278

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $94,878,353 · end of year $17,383,944

  • 2 · Savings and temporary cash investments

    beginning of year $12,514,399 · end of year $2,142,982

  • 3 · Pledges and grants receivable

    beginning of year $184,428,671 · end of year $135,556,424

  • 12 · Investments: other securities

    beginning of year $132,439,120 · end of year $250,363,256

  • 15 · Other assets

    beginning of year $729 · end of year $374,408

  • 17 · Accounts payable and accrued expenses

    beginning of year $217,460 · end of year $285,698

  • 27 · Net assets without donor restrictions

    beginning of year -$20 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $424,043,832 · end of year $405,535,316

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

ASSIST UNIVERSITY OF OREGON FOUNDATION IN ITS ACTIVITIES TO SUPPORT THE UNIVERSITY OF OREGON.

  • THE U OF O FOUNDATION SUPPORTING ORGANIZATION IS RESTRICTED TO ONLY MAKING GRANTS TO THE UNIVERSITY OF OREGON FOUNDATION OR TO THE UNIVERSITY OF OREGON, BOTH TAX EXEMPT ORGANIZATIONS, UNDER THE ARTICLES OF INCORPORATION.

    Expenses $27,658,182 · Grants $27,658,182

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Joan Siegel

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Susan Stevens

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bob Komin

    BOARD CHAIR ELECT (AS OF 7/1/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeffrey Beaver

    SECRETARY/TREASURER (AS OF 7/1/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ronald Weinhold

    PRESIDENT/UOF CEO

    Total calculated
    $730,800
    From this org
    $0
    From related orgs
    $642,673
    Other
    $88,127
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $642,361 related
    Bonus
    $0
    Other
    $0 + $312 related
    Deferred
    $0 + $55,876 related
    Nontaxable benefits
    $0 + $32,251 related
    Filer's total
    $0 + $730,800 related

  • Kelly Bosch

    UOF CFO

    Total calculated
    $376,850
    From this org
    $0
    From related orgs
    $317,846
    Other
    $59,004
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,020 related
    Bonus
    $0
    Other
    $0 + $11,826 related
    Deferred
    $0 + $55,876 related
    Nontaxable benefits
    $0 + $3,128 related
    Filer's total
    $0 + $376,850 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE UNIVERSITY OF OREGON FOUNDATION 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 2023. SEE SCHEDULE O FOR MORE DETAIL.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • UNIVERSITY OF OREGON

    $27,658,182

    ACTIVITIES OF UNIVERSITY OF OREGON

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER ANNUITY TRUSTS (3)

    ANNUITY TRUST · OR

    Directly controlled by UNIVERSITY OF OREGON FOUNDATION

  • CHARITABLE REMAINDER UNITRUSTS (109)

    REMAINDER TRUST · OR

    Directly controlled by UNIVERSITY OF OREGON FOUNDATION

  • PREPETUAL INCOME TRUST (12)

    PREPETUAL INCOME TRUST · OR

    Directly controlled by UNIVERSITY OF OREGON FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202421319349304387

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