2024-05-15T14:36:54-07:00 2023-06-30 990 2022-07-01 930711337 OREGON 4-H FOUNDATION OREG 5417377420 4238 SW Research Way Corvallis OR 973331068 Lori Elkins President 5037056132 2024-05-15 Lori Elkins 999009999 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Lori Elkins Oregon 4-H Foundation 4238 SW Research Way Corvallis OR 973331068 1346049 0 5946 X www.oregon4hfoundation.org X 1957 OR To support Oregon 4-H Club programs that help young people learn and grow through an intentional process that builds competence, confidence, connection, compassion and character. 14 14 0 19 0 0 1323886 482650 2000 11000 37111 39892 1099894 809769 2462891 1343311 0 0 0 0 191646 161837 0 0 15466 1112610 928186 1304256 1090023 1158635 253288 22380395 23353036 687673 664198 21692722 22688838 To support Oregon 4-H Club programs that help young people learn and grow through an intentional process that builds competence, confidence, connection, compassion and character. 0 0 58650 0 0 Scholarships and Other Student Support 492125 0 0 Instruction and Research 12145 0 0 Administrative gift fees 932 0 0 Bank and credit card fees 0 0 0 Books, periodicals & subscriptions 110 0 0 Business meetings 0 0 0 Cell phone charges 0 0 0 Computer sofrware 0 0 0 Conferences, meetings, seminars 0 0 0 Interest 0 0 0 Maintenance & repairs 0 0 0 Office expenses 0 0 0 Payroll 0 0 0 Professional expenses 542 0 0 Public relations 139 0 0 Recognition 0 0 11000 Registration fees 0 0 0 Services 2500 0 0 Special program expense 0 0 0 Staff training 0 0 0 Supplies 425000 0 0 Transfers, net - to/from endowment -1593 0 0 Transfers, net - Intrafund/Interfund 109 0 0 Travel -2 0 0 rounding 439882 0 11000 990657 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 OR X X Oregon State University Foundation Patricia Nowak 5414015306 4238 SW Research Way Corvallis OR 973331068 X Tara Pesterfield Executive Director 20 20 X 0 75632 11990 Sterling Allen Trustee 1 0 X 0 0 0 Jennifer Beathe Trustee 1 0 X 0 0 0 Ellen Bradley Trustee 1 0 X 0 0 0 Leslie Burns Boggess Trustee 1 0 X 0 0 0 Greg Duff Trustee 1 0 X 0 0 0 Jon Gandy Trustee - Ex-Officio (4-H Faculty) 1 0 X 0 0 0 Melina Garcia Trustee - Ex-Officio (4-H Faculty) 1 0 X 0 0 0 Cathy Haas Trustee - Ex-Officio 1 0 X 0 0 0 Stacie Lieuallen Trustee 1 0 X 0 0 0 Ivory Lyles Trustee - Ex-Officio 1 0 X 0 0 0 Kelly Noack Trustee - Ex-Officio (4-H Faculty) 1 0 X 0 0 0 Colin Pyle Trustee 1 0 X 0 0 0 Drucilla Sloop Trustee (Past President) 4 0.00 X 0 0 0 Nolan Sundberg Trustee 1 0 X 0 0 0 Carrie Thompson Trustee 1 0 X 0 0 0 Griffen Zollner Trustee 1 0 X 0 0 0 Lori A Elkins President 4 0 X X 0 0 0 Sue Densmore Vice President 4 0 X X 0 0 0 Connie Kearney Secretary/Treasurer 4 0 X X 0 0 0 0 75632 11990 0 0 0 0 0 0 0 0 0 0 482650 2738 482650 Other Revenue - Registration 900099 11000 11000 0 0 0 0 0 0 11000 39923 39923 0 0 0 0 0 0 0 0 0 0 0 0 2707 0 2738 0 -31 0 -31 -31 0 0 0 Other Revenue - Miscellaneous 900099 224262 224262 0 0 Change in Split Interest Agreements 900099 21129 21129 0 0 Endowment Earnings Distributions 900099 562594 562594 0 0 1784 1784 0 0 809769 1343311 860661 0 0 X 18908 18908 142929 96561 46368 0 8778 0 8778 0 86 0 86 0 1468 932 0 536 492 492 0 0 76053 76038 15 0 1012 1012 0 0 2448 2448 0 0 97821 97821 0 0 111153 110989 164 0 5346 0 5346 0 120972 0 120972 0 41395 389 41006 0 Scholarships / Student Aid / Awards 92638 92638 0 0 368524 511337 -157743 14930 1090023 990657 83900 15466 2296973 2649592 19557 9684 4951567 1566401 3447436 3385166 1052420 1086119 14767972 15415109 796037 807366 22380395 23353036 687673 664198 687673 664198 X 203811 273096 21488911 22415742 21692722 22688838 22380395 23353036 X 253288 742831 0 0 0 -3 X 0 1 X 0 0 X 1161600 922756 1042309 1323886 482649 4933200 129558 51476 192456 3993 12784 390267 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1291158 974232 1234765 1327879 495433 5323467 112990 87200 64815 52102 54700 371807 0 0 0 0 0 0 112990 87200 64815 52102 54700 371807 4951660 37207 30376 36193 49587 38982 192345 0 0 0 0 0 0 37207 30376 36193 49587 38982 192345 0 0 0 0 0 0 55034 50736 163188 20714 224262 513934 1383399 1055344 1434146 1398180 758677 6029746 0.82121 0.87349 0.03190 0.02409 X Schedule A, Part III, Line 12 Other revenue miscellaneous RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14573549 118156 1087536 151795 398562 0 15228884 16435356 189770 -1248768 95674 707135 0 14573549 12151958 589910 4367511 113279 560744 0 16435356 13549605 422948 -1490156 113387 210577 6475 12151958 11336960 641625 2003757 115249 317488 0 13549605 0.0816 0.8908 0.0276 0 1 1 0 874217 874217 0 3438744 1278452 2160292 0 0 0 0 0 110050 51977 58073 0 528556 235972 292584 3385166 Partnerships 12445678 F Hedge Funds 2085247 F Real Estate 477985 F Real Property Held for Investment 276019 F Mortgages and Notes Receivable 105378 F Investment Receivable 24802 F 15415109 Trust liability 664198 664198 Schedule D, Part V, Line 4 The Oregon 4H Foundation currently has XXX endowments, earnings from these endowments are used to support the charitable mission of the foundation in accordance with the wishes of donors. Use of these earnings includes scholarships for youth participation in programs at county and state levels and attendance at higher education institutions, enrichment programs, travel assistance, and general support for 4H program activities in Oregon. Form 990, Part VI, Section A, Line 6 The Oregon State University Foundation (OSUF) is the only member of the Oregon 4H Foundation. Form 990, Part VI, Section A, Line 7a The Oregon 4H Foundation has a sole member, the OSUF. As sole member, the OSUF has the power to appoint the trustees of the Oregon 4H Foundation. Form 990, Part VI, Section A, Line 7b The sole member, the OSUF, also has the right to approve Oregon 4H Foundation bylaws changes. Form 990, Part VI, Section B, Line 11b A draft of the completed 990 is distributed to the finance committee members who review and approve the 990. The 990 is made available to the Board of Trustees for review and comment. After the comment period, the Form 990 is filed with the IRS. Form 990, Part VI, Section B, Line 12c At the beginning of each fiscal year, the Conflict of Interest Policy and the Code of Ethics are sent to every trustee. They are also asked to return a signed form indicating that they have read, understand, and agree to abide by these documents. They are also asked to return a signed document stating whether or not there are potential conflict of interest transactions, or situations, and if so, to declare those potential conflicts. All signed responses are kept on file at the Oregon 4H Foundation office. The Board of Trustees is provided with a list of individuals declaring potential conflicts of interest. Form 990, Part VI, Section B, Line 15 Compensation Process for Top Officers - N/A, the Oregon 4H Foundation does not have a CEO. The Executive Director for the Oregon 4H Foundation is employed by a related tax-exempt organization, the OSUF. The Oregon 4H Foundation reimburses compensation related costs, as disclosed on Schedule R. The compensation process for the Oregon 4H Foundation Executive Director position is determined by the OSUF. A description of the applicable process is disclosed on the OSUF Form 990. -------- Compensation Process of Officers - N/A, The Oregon 4H Foundation does not have any compensated officers. Form 990, Part VI, Section C, Line 19 Governing documents, Conflict of Interest Policy and financial statements are made available to the public upon request. Form 990, Part IX, Line 24e Program Service expenses: books, periodicals & subscriptions $660; dues and memberships $ 1,800; capital outlay - equipment $25,870; licenses and permits $100; maintenance & repair - equipment $1,031; maintenance & repair - miscellaneous $1,264; miscellaneous expense $20,785; public relations $12,492; rental & lease - miscellaneous $5,945; administrative gift fees $12,145; staff training $3,340; special program expense $2,500; transfer - interfund ($2,000); transfer - intrafund $407; transfer to/from endowment $425,000; rounding ($1) - TOTAL $511,338 Management and general expenses: capital outlay - building $390; capital outlay - equipment $13,033; maintenance & repair - equipment $5,104; maintenance & repair - building $3,838; maintenance & repair - miscellaneous $5,940; miscellaneous expense $320; rental & leases - equipment ($1,142); taxes $2,225; licenses and permits $100; public relations $631; board of trustee expenses $2579; special program expense $100; realized loss on investments $163,861; transfer - interfund $1,557; transfer - intrafund $24,974; transfer to/from endowment ($425,000) ; rounding ($1) - TOTAL ($201,489) Form 990, Part XI, Line 9 rounding adjustment ($3) Oregon 4-H Conference & Education Center 5390 4-H Road NW Salem OR 97304 930593965 youth services OR 0 0 Oregon 4-H Foundation Oregon State University Foundation 850 SW 35th Street Corvallis OR 97333 936022772 fundraising organization for Oregon State University OR 501(c)(3) 5 N/A 0 Baker County 4-H Association 2600 East St Baker City OR 97814 237224653 youth services OR 501(c)(3) 5 N/A 0 Benton County 4-H Association 4077 SW Research Way Corvallis OR 97333 930852846 youth services OR 501(c)(3) 5 N/A 0 Clackamas County 4-H Association 200 Warner Milne Rd Oregon City OR 97045 930790867 youth services OR 501(c)(3) 5 N/A 0 Clatsop County 4-H Association 2001 Marine Drive Rm 210 Astoria OR 97103 930874434 youth services OR 501(c)(3) 5 N/A 0 Columbia County 4-H Association 505 N Columbia River Hwy St Helens OR 97051 930853686 youth services OR 501(c)(3) 5 N/A 0 Coos County 4-H Association 631 Alder St Myrtle Point OR 97458 936044634 youth services OR 501(c)(3) 5 N/A 0 Crook County 4-H Association 498 SE Lynn Blvd Prineville OR 97754 237079442 youth services OR 501(c)(3) 5 N/A 0 Curry County 4-H Association 29390 Ellensburg Ave PO Box 488 Gold Beach OR 97444 930653162 youth services OR 501(c)(3) 5 N/A 0 Deschutes County 4-H Association 3893 SW Airport Way Redmond OR 977568697 936028976 youth services OR 501(c)(3) 5 N/A 0 Douglas County 4-H Association 1134 SE Douglas PO Box 1165 Roseburg OR 97470 930878261 youth services OR 501(c)(3) 5 N/A 0 Gilliam County 4-H Association 135 S Main St Ste 219 PO Box 707 Condon OR 978230707 956001786 youth services OR 501(c)(3) 5 N/A 0 Hood River County 4-H Association 2990 Experiment Station Dr Hood River OR 97031 260888445 youth services OR 501(c)(3) 5 N/A 0 Jackson County 4-H Association 569 Hanley Rd Central Point OR 975021251 930794708 youth services OR 501(c)(3) 5 N/A 0 Jefferson County 4-H Association 430 SW Fairgrounds Rd Madras OR 97741 930858221 youth services OR 501(c)(3) 5 N/A 0 Josephine County 4-H Association 215 Ringuette St Grants Pass OR 97527 930710456 youth services OR 501(c)(3) 5 N/A 0 Klamath County 4-H Association 6923 Washburn Way Klamath Falls OR 976033796 930519341 youth services OR 501(c)(3) 5 N/A 0 Lake County 4-H Association 103 South E Street Lakeview OR 97630 930584501 youth services OR 501(c)(3) 5 N/A 0 Lane County 4-H Association 996 Jefferson St Eugene OR 97402 930518253 youth services OR 501(c)(3) 5 N/A 0 Lincoln County 4-H Association 1211 SE Bay Blvd Newport OR 97365 936036449 youth services OR 501(c)(3) 5 N/A 0 Linn County 4-H Association 33630 McFarland Road Tangent OR 97389 237316276 youth services OR 501(c)(3) 5 N/A 0 Malheur County 4-H Association 710 SW 5th Ave Ontario OR 97914 930811497 youth services OR 503(c)(3) 5 N/A 0 Marion County 4-H Association 1320 Capital St NE Suite 110 Salem OR 97301 930858599 youth services OR 501(c)(3) 5 N/A 0 Multnomah County 4-H Association 3880 SW 8th Ave Suite 170 Portland OR 97202 936026259 youth services OR 501(c)(3) 5 N/A 0 Polk County 4-H Association 289 E Ellendale Suite 301 PO Box 640 Dallas OR 97338 930969460 youth services OR 501(c)(3) 5 N/A 0 Sherman County 4-H Association 66365 Lonerock Rd Moro OR 97039 271186420 youth services OR 501(c)(3) 5 N/A 0 Tillamook County 4-H Association 2204 Fourth St Tillamook OR 971412491 930816424 youth services OR 501(c)(3) 5 N/A 0 Umatilla County 4-H Association 2411 NW Carden Ave Umatilla Hall PO Box 100 Pendleton OR 97801 930518932 youth services OR 501(c)(3) 5 N/A 0 Union County 4-H Association 10507 N McAlister Rd Rm 9 La Grande OR 97850 930590838 youth services OR 501(c)(3) 5 N/A 0 Wallowa County 4-H Association 668 NW 1st Enterprise OR 97828 930853812 youth services OR 501(c)(3) 5 N/A 0 Wasco County 4-H Association 400 E Scenic Dr Suite 2 278 The Dalles OR 97058 237430515 youth services OR 501(c)(3) 5 N/A 0 Washington County 4-H Association 155 N First Ave Ste 200 MS 48 Hillsboro OR 97124 930229514 youth services OR 501(c)(3) 5 N/A 0 Wheeler County 4-H Association 401 4th St Fossil OR 97830 237449605 youth services OR 501(c)(3) 5 N/A 0 Yamhill County 4-H Association 2050 NE Lafayette Ave McMinnville OR 971289333 930853526 youth services OR 501(c)(3) 5 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 Oregon State University Foundation e 167500 Loan advance line of credit was extended to 4H for Cabin 4 renovation project as well as internet fiber cabling project at the Oregon 4H center, line of credit was paid in full when final grant funding was received for the projects. Oregon State University Foundation n 0 office space, equipment, and other support services provided at no cost Oregon State University Foundation o 122000 several 4H employees are on OSUF payroll and gross payroll costs are borne on a split basis Oregon State University Foundation r 24531 net intra/interfund transfers Oregon State University Foundation r 27075 5% administrative gift fees Oregon State University Foundation s 407 general transfers Oregon State University Foundation s 562594 distribution of endowment earnings Clackamas County 4-H Association s 1200 Transfer of funds for national FCS team Gilliam County 4-H Association c 9955 Gift from association Linn County 4-H Association s 410 Transfer of funds for youth leadership activities Marion County 4-H Association p 600 Return of donations to Heart of Valley 4-H Club Union County 4-H Association s 1260 Payment of annual fees for participation in 4H programs