Financial Statements The University of Oregon Foundation's most recent audited financial statement and tax return are available as indicated below. For more information, please contact askaccounting@uofoundation.org . Audited Financial Reports 2025 Audited Financial Report - 2024 Audited Financial Report - 2023 Audited Financial Report - 2022 Audited Financial Report - 2021 Audited Financial Report - 2020 Audited Financial Report - 2019 Audited Financial Report - 2018 Audited Financial Report - 2017 Audited Financial Report - 2016 Audited Financial Report - 2015 Audited Financial Report - Available Upon Request University of Oregon Foundation IRS Form 990 Tax Return University of Oregon Foundation Supporting Organization IRS Form 990 Tax Return Additional Resources W9 Form - IRS Determination Letter -

Back to Home Page Celebrating 100 Years A statement from our President & CEO, Paul Weinhold Milestone anniversaries will always draw attention. One hundred years deserves so much more. When I imagine where the Foundation started in 1922, I am struck by the magnitude and importance of the Foundation today. With assets exceeding $3 billion, the University of Oregon Foundation is a meaningful contributor to the financial health and wellbeing of the university, its faculty, students and staff. It is an honor and a privilege to be part of this organization and witness firsthand the impact it has on the University of Oregon. Stewardship is an important theme for our staff. We recognize that each one of us play a vital role and that our roles are temporary in comparison to the longevity of the Foundation. While today we are celebrating one hundred years of service, we are proud that the Foundation will be here for hundreds of years to come, and it is our responsibility to ensure that we leave the organization in a better place for those who will come after us. Leading with our values of Trust, Integrity, Commitment and Respect in every action and interaction has been integral in remaining good stewards of the assets we manage on behalf of donors and the university. The Foundation is legally separate from the University of Oregon, but we exist to serve the university and its donors. The partnership we share with our colleagues at the university is strong and we are aligned. The financial success and growth of the endowment is due in large part to this incredible partnership, the generosity of our donors and a commitment to helping the university continue on the path of excellence. The Trustees of the Foundation are and have been the organization’s guiding lights. In the years I have been here, the generosity and commitment of Foundation Trustees has been inspiring and we are all grateful for their guidance, passion and support. Like the staff at the Foundation, our Trustees are devoted to doing what is right and making the organization better. I can say with confidence that the ethos present in the Trustees who are currently serving is consistent with those who have served over the last one hundred years. The Foundation is healthy and strong at 100 and the future is very bright for decades to come. I am proud to share this remarkable milestone with you. Thank you for your continued support of the Foundation and the University of Oregon. Paul Weinhold President/CEO

We are a diverse group of individuals with shared values in common: trust, respect, integrity, and commitment. Job Opportunities Thank you for considering career opportunities with the University of Oregon Foundation. We invite you to learn more about us and to find out if our mission and values are in line with yours. We are a diverse group of individuals with shared values in common: trust, respect, integrity, and commitment. Our mission and passion are to partner with the University of Oregon; we are devoted entirely to receiving, investing, and administering gifts for the benefit of the university. If this resonates with you, we invite you to explore the possibilities of becoming part of the Foundation team. Current Job Opportunities The Foundation does not currently have any open positions. Please revisit this page for updates. Information on the Foundation The University of Oregon Foundation, a 501(c)(3) nonprofit corporation, is committed to cultural diversity and compliance with EOE. The Foundation does not discriminate on the basis of any attribute protected by federal or state laws. Please contact our office if you need reasonable accommodation in the application process. We participate in E-Verify, and are committed to non-discrimination. For more information see Right to Work and E-Verify Participation . Falsification of any information in the application process will be deemed grounds to reject a candidate or to terminate employment if already hired. The employment relationship is strictly voluntary and at-will on both sides and may be terminated by either the individual employee or the Foundation at any time, with or without cause or prior notice, except as prohibited by law. For more information on the Foundation's Core Values and Relationship Between the University, Donors, and the Foundation , visit our about page.

Investment Management The UO Foundation is committed to careful stewardship of private gifts in support of the University of Oregon. The Foundation's Board of Trustees has fiduciary responsibility for the investment of the Foundation's assets, including the allocation of funds to various asset classes and the engagement of professional investment managers. Currently, the Foundation's Investment Committee oversees the investment program in accordance with established guidelines approved by the Foundation's Board of Trustees. The overall investment objective of the Foundation is to (i) provide an annual distribution for endowments to support designated university activities as determined by the Board of Trustees, and (ii) to achieve a long-term growth rate that maintains the purchasing power of the assets, as measured by the consumer price index. Effective July 1, 2021, the Foundation moved to an outsourced investment management model in an effort to boost risk adjusted returns and create additional fiduciary safeguards. The relationship with Jasper Ridge Partners is managed by members of our leadership team and our Investment Committee, which consists of Foundation Trustees with strong financial and investment management skills. Jasper Ridge Partners manages approximately $34 billion in assets for select families, endowments, foundations, pension funds, and sovereign wealth funds. They have a team of nearly 100 investment and operations professionals managing multiclass asset and diversified portfolios, as well as tailored, asset-class specific mandates. The UO Foundation currently manages over $2.9 billion of assets, including gifts made to endowed funds, expendable funds and deferred gifts. Expendable Funds : Gifts to expendable funds are immediately available for spending at the request of the UO; therefore, the investment approach emphasizes preservation of capital—highest possible return with low risk. Deferred Gifts: Deferred gifts are managed individually, rather than pooled, because each is unique in terms of payout rate and investment horizon. This strategy allows a variety of asset allocation options to be utilized to best satisfy donor needs. Endowed Funds The Foundation's endowment portfolio consists of donor funds invested to support the educational mission of the University of Oregon in perpetuity. These funds are invested to support students, faculty, research, academic programming and facilities as follows: Endowment Funds by Purpose Student Scholarships 33% Academic Support 23% Facilities 1% Other UO Support 43% As of June 30, 2024, the endowment reached a market value of $1.63 billion. Gifts to the endowment are pooled together in a fund of one investment vehicle structure and referred to as the Villard Investment Pool (VIP). The strategy of the VIP asset portfolio focuses on varied traditional and nontraditional investment opportunities. The VIP is also diversified across underlying management sectors, risk factors, and liquidity characteristics. The diversification minimizes risk for any given level of expected return and earns incremental expected return by committing prudently to illiquid assets. Endowment Asset Allocation (as of June 30, 2024 ) Private Equity/Venture Capital 32.9% Hedge Funds 19.2% Public Equity 24.5% Fixed Income 15.0% Real Assets 6.3% Cash & Other Assets 2.1% The VIP's investments are subject to various risk factors including market, credit, and industry risk. Market risk represents the potential loss in value of financial instruments caused by movements in market variables, such as interest rates. Other risks affecting these investments include, but are not limited to, increasing competition, rapid changes in technology, and changes in economic conditions. While portfolio diversification can reduce idiosyncratic risk, overall market risk cannot be eliminated. The audited financial statements include more details about the Foundation’s endowment portfolio and other investments. Through endowed funds, the ongoing generosity of donors multiplies and sustains opportunities for countless generations to come. The Foundation is proud to be a trusted partner in connecting and supporting donors and the University of Oregon. Endowment Investment Performance — Villard Investment Pool The endowment's performance is designed to be consistent, stable, and less dependent on any one type of investment or any one particular economic environment. Greater focus is placed on generating consistent returns measured over longer periods of time. The ultimate objective is to first protect, then perform, and finally, as a result, provide to the university. Endowment Returns (as of June 30, 2024 ) 10.5% 14.7% 12.4% 11.3% 9.4% 2.5% 4.0% -0.7% -13.4% -13.2% Fiscal Year 2024 Fiscal Year 2023 Fiscal Year 2022 Since JRP (6/30/2021) 2.2% VIP Global Portfolio 60/40 3.4% VIP VIP represents the endowment portfolio, formerly known as Willamette Investment Pool (WIP) through 6/30/2021, until investment management was outsourced. It is now called the Villard Investment Pool (VIP). Global Portfolio Beginning as of June 30, 2021, a comparison is shown to the Global Portfolio, a benchmark which initially consisted of 70% equity (iShares MSCI ACWI ETF), 25% fixed income (iShares Core U.S. Aggregate Bond ETF), and 5% cash, geometrically linked monthly and with portfolio weights set as of June 30, 2021 (the inception date). The Global Portfolio is a floating allocation structure and consequently the weights do not rebalance but instead change with the market prices of the underlying securities. As of June 30, 2024, the weights of the Global Portfolio were: 74.4% equities, 20.6% fixed income, and 5.0% cash. 60/40 The 60/40 benchmark consists of the weighted average of iShares MSCI ACWI ETF at 60% and iShares Core U.S. Aggregate Bond ETF at 40%, geometrically linked monthly. Spending Policy The amount of university support provided by endowed funds each year is determined according to the Board approved spending policy, currently ~4%. The Foundation's spending policy is at the heart of our prudent management of private gifts. It strikes a balance between the conflicting goals of providing substantial support for current operations and preserving long-term purchasing power. Environmental, Social, and Governance Factors Jasper Ridge Partners (JRP), the Foundation's investment managers, employ a comprehensive environmental, social, and governance (ESG) strategy throughout the lifespan of each investment decision. This strategy is embedded within the Foundation's Investment Policy, which is approved by our Board of Trustees' Investment Committee annually and governs the Foundation's investment portfolio. The information below is comprised of excerpts from Jasper Ridge Partners' ESG policy. In 2014, the Foundation was the first Pac-12 institution to establish a policy specific to fossil fuel extraction, and we have committed to making no new direct investments in fossil fuel extraction. Currently, less than 5% of the Foundation’s direct holdings are invested in fossil fuel extraction and all remaining direct investments will expire by 2027. ESG at Jasper Ridge Principles A core part of the JRP ethos is a commitment to acting in the long-term interests of our stakeholders. We believe that environmental, social, and governance (ESG) factors affect investment and business risks and opportunities. Considerations ESG considerations relevant to our business and investments are wide-ranging. Examples of factors that we may consider include: Environmental Climate change Greenhouse gas emissions Natural resource management Energy management Waste management Air and water quality Biodiversity Social Diversity, equity, and inclusion Civil and human rights Health and safety Fair wages and benefits Labor standards Community relations Governance Business ethics and compliance Accounting and tax practices Transparency Board composition and practices Data privacy and security Political activity Shareholder relations Strategy & Approach Jasper Ridge aspires to apply their ESG framework both internally, in the way the company is managed, and externally, in the investments made. Through a commitment to responsible business management and investing, they hold the belief that incorporating ESG factors can help to mitigate risk and enhance outcomes. ESG considerations can affect the performance of investment portfolios to varying degrees across companies, sectors, religions, asset classes, and through time. Jasper Ridge aims to incorporate ESG considerations throughout an investment's lifespan, from decision-making to post-investment monitoring. Beginning in 2022, every new investment presented to our Investment Committee is scored on multiple dimensions, including two ESG-related criteria: Investment Impact: How the investment affects environmental, social, and governance factors; this addresses the positive and negative impact of the investment. ESG Vulnerability: How environmental, social, and governance factors affect the investment; this addresses business risks and financial returns.

Many employers sponsor matching gift programs and will match any charitable contributions made by their employees and retirees. The impact of your gift may be doubled or possibly tripled! Matching Gifts Many employers provide matching gift programs that can match charitable contributions made by their employees and retirees. The impact of your gift may be doubled or even tripled! Your employer's matching gift will support the same fund as your matched gift. To find out if your company has a matching gift policy, and what their requirements are, please enter your employer's name below . More Information For more information about matching gifts, please call 888.448.1544 or 541.302.0300 .

Back to Gifts of Securities Stock Certificates Held by Broker Electronic Stock Transfers There is a reasonable chance that the Foundation already has an existing account with your brokerage firm. The stock transfer can take place within that firm, from the donor to the Foundation account. If there is no Foundation account set up at the brokerage, then you should ask your broker to transfer stock to one of the Foundation's brokers. Since transfer instructions may change from year to year, be sure your broker contacts us before the transfer is made to prevent any potential problems with the transfer. To ensure proper credit of your gift, please notify us in advance of any electronic transfers of securities by completing the online Stock Transfer Form. The information you provide should include a description of the securities donated, the number of shares of stock or face amount of bonds, your name, address, phone number and e-mail address if available. The gift valuation date is the date that the stock is received in the Foundation's account. Online Stock Transfer Form Questions For more information, please contact our stock gifts team at stockgifts@uofoundation.org or call 541.302.0300 .

Supporting the University of Oregon by administering private charitable gifts and serving our donors' best interest About the Foundation Supporting the University of Oregon The University of Oregon Foundation is a charitable 501(c)(3) organization responsible for administering private gifts made to further the University of Oregon's mission. Although the Foundation is a separate entity from the university, the Foundation's sole reason for existence is to partner with the university and serve in our donors' best interest. We are committed to the highest standards of service and ethical conduct when it comes to managing donor gifts for the benefit of the university. Donors entrust the Foundation with fiduciary oversight of their charitable gifts and, in turn, we hold in confidence the details of that giving and other related information. Since 1922, the Foundation has received, invested, and distributed private gifts, funding student scholarships, faculty support, academic programs, and building improvements. The Board-approved investment strategy and distribution rate are designed to provide stable financial support for the university while preserving the purchasing power of the endowment and trust funds in the future. The Foundation ensures that all university spending of donor money is consistent with the donor's intention. Ensuring the management of donor gifts is a tremendous responsibility that every Board member and staff person take very seriously. This factors into every major decision the Foundation and its Board make, and whether that decision will affect the university today or not for many years to come. Core Values The Foundation applies important core values to our everyday interactions with colleagues, trustees, and donors. We base our business decisions and communications on the priorities of: Trust – Tell the Truth Respect – Be Nice Integrity – Do the Right Thing Commitment – Follow Through Read more about our core values. Responsibilities Foundation responsibilities include: Receipting and acknowledging donor gifts; Directing gifts to separately identifiable funds based on the purpose from the donor; Handling donor information with respect and confidentiality to the extent provided by law; Making regular reports to donors; Responding to donor questions with prompt, truthful, and forthright answers; Ensuring spending is consistent with the terms of the donor's designation; Managing unrestricted funds to provide the greatest benefit for the university; Acting as custodian for endowed gifts; Serving in legal capacities for planned giving arrangements. Relationship Between the University, Donors, and the Foundation University of Oregon University Development staff cultivate relationships with prospective and current donors and solicit gifts for the University. The University encourages gifts for purposes such as student scholarships, faculty support, academic programs, research, athletics, and building improvements. Charitable Giving Donors make gifts to the University of Oregon through the Foundation. Gifts are typically cash, securities, property, or deferred gifts. Donors may also choose to make a pledge to the University to be paid over time by any of the above means. Donors typically designate their gift to benefit a particular program, department or scholarship, either for current spending or as an endowment that will have limited spending but exist in perpetuity. University of Oregon Foundation The Foundation is a separate legal entity from the University, and is a 501(c)(3) nonprofit corporation. The Foundation receives, records, receipts, and invests the gifts to the University. Gifts are held in separate equities based upon donor-designated purpose. The Foundation manages the funds until the University requests a distribution. The Foundation also maintains confidential donor information. Authorized university staff may receive data for use in fundraising. University of Oregon The University requests distributions from a specific equity based upon matching the current campus needs with the designated purpose. Oregon Consumer Privacy Act Notice In compliance with the Oregon Consumer Privacy Act, this notice outlines how we manage and safeguard personal data. Questions? If you have questions about the University of Oregon Foundation, please feel welcome to contact us at operations@uofoundation.org or call 541.302.0300 .

Back to Gift of Crypto Currency Make a Gift of Cryptocurrency Unsupported Currencies FAQ

Gifts of Securities Gifts of appreciated marketable stocks have been considered the ‘best value’ in charitable giving. When you contribute appreciated securities that you have held for longer than one year, in addition to a charitable contribution tax deduction, you are generally able to avoid paying capital gains tax on the increase in value of the assets. We liquidate gifts of stock as quickly as possible to preserve value. The proceeds, minus any broker fees/commissions, are allocated according to donor direction. To make your gift, and to ensure that you receive proper acknowledgement and documentation, please refer to our detailed instructions on transferring the following types of assets: Securities held by broker — electronic transfer Stock certificates you hold — physical transfer We recommend that you consult your tax adviser for more information regarding the gift tax and income tax results of such gifts as they apply to your specific situation. The Foundation does not provide donors with individual tax advice. If you would like to discuss the potential use of your gift of securities, please contact the university development staff member in your area of interest, email University Advancement at stewardship@uoregon.edu or call 541.346.2113 . To make a gift via stock, please complete the Stock Transfer Form and provide your broker with the following information: Charles Schwab & Company, Inc. Operations: (877) 594-2578 DTC #: 0164 Account Name: University of Oregon Foundation Account Number: 8992-3607 If you have questions about transferring securities, or need more information on gifts of mutual funds, bonds or closely-held stock, please contact our Stock Gift team at stockgifts@uofoundation.org or call Administrative Services at 541.302.0300 . Online Stock Transfer Form

This Page Can’t Be Located. Check the URL, or go back to the homepage. Go to Homepage

Integrity and good governance are critical to The Foundation's work as fiduciary for donors to the university. Foundation News KLCC's Oregon Rainmakers: Paul Weinhold Foundations are integral to raising money for nonprofits and institutions throughout Oregon as both a primary and secondary source of funding. For the largest such organization in our state – the University of Oregon Foundation, the charge is to steward more than $3 billion toward the state’s marquee institution of higher learning. Read More Launch Oregon takes startups to new heights To smooth the way for University of Oregon researchers on the journey from eureka moment to successful business, the UO and the University of Oregon Foundation have jointly established Launch Oregon, LLC. Read More

The Foundation Board of Trustees has a long history of supporting and assisting the University of Oregon through fiduciary accountability for Foundation assets representing donated funds. Board of Trustees The Foundation Board of Trustees has a long history of supporting and assisting the University of Oregon through fiduciary accountability for Foundation assets representing donated funds. This requires that each Trustee act in accordance with the legal standards of care, loyalty, and obedience and keeps the welfare of the Foundation and university paramount at all times so that donors are protected and well served. Foundation Trustees: Act as a responsible fiduciary, ensuring management of the Foundation and adhering to practices of good governance. Advance the mission of the University of Oregon. Uphold the integrity of the Board. Officers Bob Komin, Board Chair Karen Mak, Secretary & Treasurer Lisa Vance, Board Chair Elect Trustees Jeffrey Beaver Derrick Deadwiler Tonya Dressel Corey duBrowa David Dugan David Haslip Mitch Hornecker Tom Hui Derek Jernstedt Desmond Lynch Jennifer Papé Allen Parker Bob Poletti Frederic Poust Merritt Richardson Monique Sanvitale Jennifer Savage Todd Underwood Bryan Wolf Tracy Wong Trustees Emeritus Arthur Carmichael, Jr. Cheryl Ford Gwendolyn Lillis Brian Obie David Petrone Vinton Sommerville David Sparks Norman Walker To nominate a candidate that you believe would be a strong asset to the UO Foundation's Board of Trustees, please complete the Trustee Nomination Form below. Trustee Nomination Form