TY 2010 Form 990

- TIN:

Form990

Department of the Treasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

The organization may have to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0047

2010

Open to Public Inspection

A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011

BCheck if applicable: Address change Name change Initial return Terminated Amended return Application pending

CName of organization
OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Doing Business As

Number and street (or P.O. box if mail is not delivered to street address)
1121 SW SALMON STREET 100

Room/suite

City or town, state or country, and ZIP + 4
PORTLAND, OR972052021

D Employer identification number

23-7083114

E Telephone number

G Gross receipts $ 282,441,494

F Name and address of principal officer:
Constance French
1121 SW Salmon Street 100
Portland,OR972052021

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

www.ohsufoundation.org

H(a)

Is this a group return for
affiliates? Yes No

H(b)

Are all affiliates included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1970

M State of legal domicile: OR

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: OHSUF is a nonprofit organization established in 1970 dedicated to secure private philanthropic support for OHSU and to invest and manage gifts responsibily in accordance with donors' wishes.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ....	3	52
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	42
5	Total number of individuals employed in calendar year 2010 (Part V, line 2a) ...	5	137
6	Total number of volunteers (estimate if necessary) ....	6	100
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	83,745
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	44,879,952	64,195,945
9	Program service revenue (Part VIII, line 2g) .........	1,077,312	3,605,635
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	18,253,895	29,914,221
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	2,002,578	-44,546
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	66,213,737	97,671,255
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	40,446,149	82,427,801
14	Benefits paid to or for members (Part IX, column (A), line 4) ....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	8,405,836	9,106,328
16a	Professional fundraising fees (Part IX, column (A), line 11e)....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 5,398,235
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	3,083,573	3,437,467
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	51,935,558	94,971,596
19	Revenue less expenses. Subtract line 18 from line 12......	14,278,179	2,699,659
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16)............	649,183,016	682,692,950
21	Total liabilities (Part X, line 26)............	40,465,259	37,356,769
22	Net assets or fund balances. Subtract line 21 from line 20 .....	608,717,757	645,336,181

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title.

Paid Preparer's Use Only	Preparer's signature	Date	Check if self- employed	Preparer’s taxpayer identification number (see instructions)
	Firm’s name (or yours if self-employed), address, and ZIP + 4			EIN
				Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ......... Yes No

For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2010)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .

Briefly describe the organization’s mission: Oregon Health & Science University Foundation is a nonprofit organization established in 1970 dedicated to secure private philanthropic support for OHSU and to invest and manage gifts responsibly in accordance with donors' wishes.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .................... Yes No

If “Yes,” describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program services? .......................... Yes No

If “Yes,” describe these changes on Schedule O.

Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 82,790,604 including grants of $ 82,325,950 ) (Revenue $ 3,271,750 )
	Contributions, grants, and transfers to Oregon Health and Science University for research leading to the prevention and treatment of disease, teaching, and institutional support and maintenance. See Schedule O for more information.

4b	(Code: ) (Expenses $ 101,851 including grants of $ 101,851 ) (Revenue $ 101,851 )
	Grants and transfers to support programs of other charitable, medical, and educational organizations.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services. (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses$ 82,892,455

Form 990 (2010)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A Click to see attachment

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment

........

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........

Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................

Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I Click to see attachment

.......................

Yes

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II Click to see attachment

...

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment

....................

Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV Click to see attachment

...................

Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part V Click to see attachment

Yes

If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:

Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI. Click to see attachment

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII. Click to see attachment

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII. Click to see attachment

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX. Click to see attachment

11d

Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X. Click to see attachment

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X. Click to see attachment

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States?....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..

Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I Click to see attachment

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment

Yes

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment

Form 990 (2010)

Page 4

Part IV

Checklist of Required Schedules (continued)

20a

Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....

20a

Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....

20b

Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment

Yes

Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment

Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................

24c

Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment

25b

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment

Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment

28a

Yes

A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment

28b

Yes

An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment

28c

Yes

Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M Click to see attachment

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment

Yes

Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment

Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment

Yes

Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....

Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment

YesNo

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI Click to see attachment

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Form 990 (2010)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .

Yes

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......

243

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................

137

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?.............................

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....

Yes

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........

If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................

Yes

If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................

Yes

If “Yes,” indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............

Yes

Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................

Sponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966?.........

Did the organization make a distribution to a donor, donor advisor, or related person?......

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.

13a

Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.

13b

Enter the aggregate amount of reserves on hand.

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..

14b

Form 990 (2010)

Page 6

Part VI

Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year ..............

Enter the number of voting members included in line 1a, above, who are independent .................

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Yes

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Does the organization have members or stockholders? ................

Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................

Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .........................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....

Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)

Yes

10a

Does the organization have local chapters, branches, or affiliates? ............

10a

If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....

10b

11a

Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?

11a

Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....

12a

Does the organization have a written conflict of interest policy? If “No,” go to line 13.......

12a

Yes

Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................

12b

Yes

Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................

12c

Yes

Does the organization have a written whistleblower policy? ...............

Yes

Does the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the States with which a copy of this Form 990 is required to be filed MediumBullet

OR , WA

Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.

Own website Another's website Upon request

Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet

LORI MUELLERVP FIN ADMIN
1121 SW SALMON STREET 100
Portland,OR97205
(503) 228-1730

Form 990 (2010)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.

Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)	(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) Steven W Beadnell DMD Trustee	1.0	X	0	12,607	293
(2) Ronald G Brake Trustee	1.0	X	0	0	0
(3) Maureen D Casey Trustee	1.0	X	0	0	0
(4) Truman W Collins JR Trustee	1.0	X	0	0	0
(5) Reid S Connell JR PhD Trustee	1.0	X	0	1,196	0
(6) Alice B Davies Trustee	1.0	X	0	0	0
(7) John W Dixon Trustee	1.0	X	0	0	0
(8) Wayne A Drinkward Trustee	1.0	X	0	0	0
(9) Ann P Edlen Trustee	1.0	X	0	0	0
(10) Ruth J Fisher Trustee	1.0	X	0	0	0
(11) Lori B Flexer Trustee	1.0	X	0	0	0
(12) Mark P Goodman Trustee	1.0	X	0	0	0
(13) Robert G Gootee Trustee	1.0	X	0	0	0
(14) Patrick J Green JD Trustee	1.0	X	0	0	0
(15) Robert S Gregg Trustee	1.0	X	0	0	0
(16) J Clayton Hering Trustee	1.0	X	0	0	0
(17) Tony L Hopson Trustee	1.0	X	0	0	0

Form 990 (2010)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)					(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) James B Jeddeloh Trustee	1.0	X					0	0	0
(19) Sharon A Kitzhaber Trustee	1.0	X					0	0	0
(20) Norwood W Knight-Richardson Trustee	1.0	X					0	354,638	29,615
(21) Peter O Kohler MD Trustee	1.0	X					0	0	0
(22) Ruth H Layton Trustee	1.0	X					0	0	0
(23) Tamara L Lundgren Trustee	1.0	X					0	0	0
(24) Joseph D Matarazzo PhD Trustee	1.0	X					0	0	0
(25) Marcus C Mundy Trustee	1.0	X					0	0	0
(26) J Greg Ness Trustee	1.0	X					0	0	0
(27) Peter C Olson Trustee	1.0	X					0	0	0
(28) Shirley N Pape RD Trustee	1.0	X					0	0	0
(29) Ronald C Parker Trustee	1.0	X					0	0	0
(30) Eric E Parsons Vice-Chair	1.0	X	X				0	0	0
(31) Stephen S Pawlowski Trustee	1.0	X					0	0	0
(32) Carmen E Phillips Trustee	1.0	X					0	0	0
(33) Maria M Pope Trustee	1.0	X					0	0	0
(34) Jill M Price DMD Trustee	1.0	X					0	0	0
(35) Gary W Reynolds CPA Treasurer	1.0	X	X				0	0	0
(36) Robert L Ridgley JD Trustee	1.0	X					0	0	0
(37) Joseph E Robertson JR MD MBA Trustee	1.0	X					0	1,017,177	74,529
(38) Richard A Royse Trustee	1.0	X					0	0	0
(39) Arlene D Schnitzer Trustee	1.0	X					0	0	0
(40) Mina M Schnitzer Trustee	1.0	X					0	0	0
(41) Donald R Shick Trustee	1.0	X					0	0	0
(42) M Susan Smith PhD Trustee	1.0	X					0	119,967	18,640
(43) Patricia L Smith Trustee	1.0	X					0	0	0
(44) Gordon D Sondland Trustee	1.0	X					0	0	0
(45) Nicholas J Stanley Trustee	1.0	X					0	0	0
(46) Julie N Stott Trustee	1.0	X					0	0	0
(47) Keith L Thomson Chair	1.0	X	X				0	0	0
(48) Ronald E Timpe Trustee	1.0	X					0	0	0
(49) Marcia S Walsh Trustee	1.0	X					0	0	0
(50) Malia H Wasson Trustee	1.0	X					0	0	0
(51) Roderick C Wendt Trustee	1.0	X					0	0	0
(52) Mary D Wilcox Secretary	1.0	X	X				0	0	0
(53) Janet Fratella Vice-President	40.0		X				122,308	0	19,719
(54) Constance French Sr. Vice-President	40.0		X				271,080	0	51,026
(55) Joy McCammon Vice-President	40.0		X				114,343	0	23,864
(56) Lori Mueller Vice-President	40.0		X				162,237	0	40,602
(57) Sarah Panetta Vice-President	40.0		X				72,147	0	4,662
(58) Allan Price President	40.0		X				488,060	0	71,833
(59) Susan Nicol Executive Director	40.0			X			178,016	0	38,061
(60) Julie Fitzgerald Assoc. Vice-President	40.0				X		130,686	0	30,116
(61) William P Sommerfeld Director	40.0				X		112,387	0	23,344
(62) Rachel Stroud Director	40.0				X		109,152	0	22,867
(63) Lori Sweeney Director	40.0				X		104,112	0	32,978
(64) Drew Hunsinger Senior Director, Gift Planning	40.0				X		111,912	0	21,330
(65) Dorothy Metaj Vice-President	40.0					X	140,689	0	23,500

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	2,117,129	1,505,585	526,979

Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization MediumBullet

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............

Yes

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.

(A) Name and business address	(B) Description of services	(C) Compensation
McKinsey Company Incorporated PO Box 7247-7255 PHILADELPHIA,PA191707255	Consulting Services	900,000
Cambridge Associates PO Box 10317 UNIONDALE,NY115550317	Investment Expense	591,792
KPMG LLP PO Box 120001 DALLAS,TX753120771	Accounting Services	193,878
Grenzebach Glier Associates Inc PO Box 88277 Dept A CHICAGO,IL606801277	Fundraising Services	144,604
Tonkon Torp LLP 888 SW FIFTH AVENUE 1600 Pioneer T PORTLAND,OR972042099	Legal Services	130,302
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 5

Form 990 (2010)

Page 9

Part VIII

Statement of Revenue

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a		39,669
b	Membership dues....1b
c	Fundraising events....1c		750,475
d	Related organizations...1d		86,638
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		63,319,163
g	Noncash contributions included in lines 1a-1f:$ 30,840,757
h	Total. Add lines 1a-1f.......			64,195,945
			Business Code
2a	EDUCATION OF PUBLIC		900,099	1,450,531	1,450,531	0	0
b	ALUMNI/OUTREACH ACTIVITY		900,099	381,374	381,374	0	0
c	MANAGEMENT SERVICE FEES		900,099	1,541,696	1,541,696	0	0
d	RESEARCH ACTIVITY AGMTS		900,099	232,034	0	0	232,034
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			3,605,635
3	Investment income (including dividends, interest
	and other similar amounts).....			12,651,500	0	83,745	12,567,755
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties............			0
		(i) Real	(ii) Personal
6a	Gross Rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	143,200,360	58,504,515
b	Less: cost or other basis and sales expenses	131,987,045	52,455,109
c	Gain or (loss)	11,213,315	6,049,406
d	Net gain or (loss)..........			17,262,721	0	0	17,262,721
8a	Gross income from fundraising events (not including $ 750,475 of contributions reported on line 1c). See Part IV, line 18 ...
	a		283,539
b	Less: direct expenses ...b		328,085
c	Net income or (loss) from fundraising events..			-44,546		0	-44,546
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...			0
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			0
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See Instructions....			97,671,255	3,373,601	83,745	30,017,964

Form 990 (2010)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21	82,427,801	82,427,801
2	Grants and other assistance to individuals in the U.S. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	1,696,746	83,509	920,315	692,922
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0	0	0	0
7	Other salaries and wages	5,357,288	200,761	2,769,691	2,386,836
8	Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ....	478,096	20,480	239,141	218,475
9	Other employee benefits .......	1,029,918	45,143	579,868	404,907
10	Payroll taxes ...........	544,280	21,685	282,395	240,200
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	159,971	7,573	118,637	33,761
c	Accounting ...........	285,161	17,110	268,051	0
d	Lobbying ...........	0
e	Professional fundraising. See Part IV, line 17..	0
f	Investment management fees ......	0
g	Other ..........	481,522	12,991	203,531	265,000
12	Advertising and promotion ....	112,248	666	10,437	101,145
13	Office expenses .......	604,025	12,900	202,092	389,033
14	Information technology ......	127,948	5,509	86,308	36,131
15	Royalties ..	0
16	Occupancy ...........	400,157	9,950	155,883	234,324
17	Travel ............	121,829	2,401	37,612	81,816
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	102,726	1,736	27,195	73,795
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	145,950	8,757	137,193	0
23	Insurance ..............	45,069	2,704	42,365	0
24	Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a	SPONSORED EVENTS	302,468	5,383	84,326	212,759
b	OTHER INVESTMENT EXPENSES	338,170	0	338,170	0
c	OTHER FUNDRAISING	27,131	0	0	27,131
d	OTHER MGMT & ADMIN	177,696	0	177,696	0
e	OTHER PROGRAM SERVICES	5,396	5,396	0	0
f	All other expenses
25	Total functional expenses. Add lines 1 through 24f	94,971,596	82,892,455	6,680,906	5,398,235
26	Joint costs. Check here if following SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation

Form 990 (2010)

Page 11


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			6,967,196	1	2,917,819
2	Savings and temporary cash investments .......			14,663,450	2	15,951,115
3	Pledges and grants receivable, net .........			103,003,978	3	92,585,675
4	Accounts receivable, net .........			1,313,344	4	2,039,354
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........				5
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........				6
7	Notes and loans receivable, net .............			1,301,739	7	1,300,000
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ............			137,618	9	68,569
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,613,100
b	Less: accumulated depreciation. .....	10b	1,065,750	621,576	10c	547,350
11	Investments—publicly traded securities ..........			356,020,420	11	379,905,160
12	Investments—other securities. See Part IV, line 11 ......			156,687,743	12	181,051,125
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets .........				14
15	Other assets. See Part IV, line 11 ...........			8,465,952	15	6,326,783
16	Total assets. Add lines 1 through 15 (must equal line 34)...			649,183,016	16	682,692,950
17	Accounts payable and accrued expenses .			2,040,014	17	2,080,977
18	Grants payable ..........				18
19	Deferred revenue ..........				19
20	Tax-exempt bond liabilities ..........				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities. Complete Part X of Schedule D.....			38,425,245	25	35,275,792
26	Total liabilities. Add lines 17 through 25.....			40,465,259	26	37,356,769
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....				27
28	Temporarily restricted net assets .....				28
29	Permanently restricted net assets .....				29
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....			478,525,823	30	493,271,850
31	Paid-in or capital surplus, or land, building or equipment fund .....			621,576	31	547,350
32	Retained earnings, endowment, accumulated income, or other funds			129,570,358	32	151,516,981
33	Total net assets or fund balances .....			608,717,757	33	645,336,181
34	Total liabilities and net assets/fund balances .....			649,183,016	34	682,692,950

Form 990 (2010)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .

Total revenue (must equal Part VIII, column (A), line 12) . . .

97,671,255

Total expenses (must equal Part IX, column (A), line 25) . . . . .

94,971,596

Revenue less expenses. Subtract line 2 from line 1 . . . .

2,699,659

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .

608,717,757

Other changes in net assets or fund balances (explain in Schedule O) . . . .

33,918,765

Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .

645,336,181

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?..

Were the organization’s financial statements audited by an independent accountant?........

Yes

If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................

Yes

If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separated basis

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................

If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..

Form 990 (2010)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Other

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the the supported organization? ................

11g(i)

(ii) a family member of a person described in (i) above? ......................

11g(ii)

(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of support?
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of support?


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2010

Page 2

Part II

Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	76,545,623	53,540,188	92,656,010	44,879,952	64,195,945	331,817,718
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3..	76,545,623	53,540,188	92,656,010	44,879,952	64,195,945	331,817,718
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						4,840,170
6	Public Support. Subtract line 5 from line 4.						326,977,548

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
7	Amounts from line 4..	76,545,623	53,540,188	92,656,010	44,879,952	64,195,945	331,817,718
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	12,404,024	13,443,262	14,400,561	12,334,425	12,651,500	65,233,772
9	Net income from unrelated business activities, whether or not the business is regularly carried on..	0	48,491	48,819	0	40,945	138,255
10	Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..						0
11	Total support (Add lines 7 through 10).						397,189,745

Gross receipts from related activities, etc. (See instructions.) ..................

3,605,635

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

82.323 %

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

73.400 %

16a

33 1/3% support test—2010. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ...................... right arrow

33 1/3% support test—2009. If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2009. If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 3

Part III

Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public Support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13	Total support (Add lines 9, 10c, 11 and 12.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2009 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2009 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 4

Part IV

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation

Schedule A (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2010

Name of organization

OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... Arrow Bullet

Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part I
Part I	Contributors (see Instructions)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part II
Part II	Noncash Property (see Instructions)
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page 1 of 1 of Part III

Name of organization
OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .......	2
2	Aggregate contributions to (during year) ...	2,725
3	Aggregate grants from (during year) ...	34,000
4	Aggregate value at end of year .......	1,198,149

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically importantly land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06 ........	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................

Yes No

In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 52283D

Schedule D (Form 990) 2010

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIV and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If “Yes,” explain the arrangement in Part XIV.

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current Year	(b)Prior Year	(c)Two Years Back
1a	Beginning of year balance ....	264,921,832	244,903,795	322,760,382
b	Contributions ........	22,748,851	8,803,340	11,431,155
c	Investment earnings or losses ...	52,587,529	27,631,831	-71,518,318
d	Grants or scholarships .....	1,938,852	1,690,536	1,655,370
e	Other expenditures for facilities and programs ........	10,973,004	11,671,717	12,445,471
f	Administrative expenses ....	4,668,562	3,054,881	3,668,583
g	End of year balance ......	322,677,794	264,921,832	244,903,795

Provide the estimated percentage of the year end balance held as:

Board designated or quasi-endowment: SchDMd Bullet

38.600 %

Permanent endowment: SchDMd Bullet

60.320 %

Term endowment: SchDMd Bullet

1.080 %

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIV the intended uses of the organization's endowment funds.

Part VI

InvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of investment		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	0		0
b	Buildings ................
c	Leasehold improvements ............	327,719	101,116	226,603
d	Equipment ................
e	Other .................	1,285,381	964,634	320,747
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........				547,350

Schedule D (Form 990) 2010

Page 3

Part VII

InvestmentsOther Securities. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other (A) EQUITIES	116,231,492	F
(B) OTHER LONG-TERM INVESTMENTS	63,750,942	F
(C) OTHER SHORT-TERM INVESTMENTS	1,068,691	F






Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)	181,051,125

Part VIII

InvestmentsProgram Related. See Form 990, Part X, line 13.

(a) Description of investment type		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of Liability		(b) Amount
Federal Income Taxes		0
DUE TO OHSU		18,004,221
LIABILITY FOR LIFE INCOME AGREEMENTS		15,302,699
DUE TO OTHER INSTITUTIONS		1,494,285
LEASE INCENTIVES		474,587





Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)		35,275,792
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).

Schedule D (Form 990) 2010

Page 4

Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1	Total revenue (Form 990, Part VIII, column (A), line 12) ....................	1	97,671,255
2	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2	94,971,596
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3	2,699,659
4	Net unrealized gains (losses) on investments ..........................	4	38,123,971
5	Donated services and use of facilities .............................	5
6	Investment expenses ...................................	6	-5,986,694
7	Prior period adjustments ..................................	7
8	Other (Describe in Part XIV) .................................	8	1,781,488
9	Total adjustments (net). Add lines 4 - 8 .............................	9	33,918,765
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10	36,618,424

Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......			1	130,800,518
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	38,123,971
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIV): ............	2d	1,781,488
e	Add lines 2a through 2d .....................			2e	39,905,459
3	Subtract line 2e from line 1.....................			3	90,895,059
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIV): ...........	4b	6,776,196
c	Add lines 4a and 4b.......................			4c	6,776,196
5	Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ......			5	97,671,255

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............			1	94,182,094
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIV): ............	2d
e	Add lines 2a through 2d......................			2e
3	Subtract line 2e from line 1.....................			3	94,182,094
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	-5,986,694
b	Other (Describe in Part XIV): ............	4b	6,776,196
c	Add lines 4a and 4b.......................			4c	789,502
5	Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ......			5	94,971,596

Part XIV

Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.

Identifier	Return Reference	Explanation
Part XI, Line 8 - Other Changes in Net Assets or Fund Balances		Change in Value of Life Income Agreements 1,781,488 ----------- Total 1,781,488
Part XII, Line 2d - Other Excluded Revenue		Change in Value of Life Income Agreements 1,781,488 ----------- Total 1,781,488
Part XII, Line 4b - Other Included Revenue		Reclassed Revenue 6,776,196 ----------- Total 6,776,196
Part XIII, Line 4b - Other Included Expenses		Reclassed Expenses 6,776,196 ----------- Total 6,776,196
Part XIV - Intended Uses of Endowment Fund		An endowed fund may support a specific Oregon Health and Science University school, department, research institute or program. It also may support specific people or purposes such as a faculty professorship or chair, scholarship or fellowship, research activity, visiting lecturer or patient care.

Schedule D (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization
OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and e-mail solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

Yes

If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.

(i) Name and address of individual or entity (fundraiser)	(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
	(ii) Activity	Yes	No	(iv) Gross receipts from activity		(vi) Amount paid to (or retained by) organization
Total .................

List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2010

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.

		(a) Event #1 Music Gala (event type)	(b) Event #2 Surgery Golf (event type)	(c) Other Events 25 (total number)	(d) Total Events (Add col. (a) through col. (c))
1	Gross receipts . . .	318,015	161,120	554,879	1,034,014
2	Less: Charitable contributions . . .	270,975	68,792	410,708	750,475
3	Gross income (line 1 minus line 2) . . .	47,040	92,328	144,171	283,539
4	Cash prizes . . .
5	Non-cash prizes . .
6	Rent/facility costs . .
7	Food and beverages . .
8	Entertainment . . .
9	Other direct expenses .	186,376	51,095	90,614	328,085
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........				328,085
11	Net income summary. Combine lines 3 and 10 in column (d)............				-44,546

Part III

Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (Add col. (a) through col. (c))

Gross revenue . . . .

Cash prizes . . . .

Non-cash prizes . . .

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes
	No

	Yes
	No

	Yes
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow

Enter the state(s) in which the organization operates gaming activities:

Is the organization licensed to operate gaming activities in each of these states? ............

YesNo

If "No," Explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," Explain:

Does the organization operate gaming activities with nonmembers? .................

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? ...........................

YesNo

Schedule G (Form 990 or 990-EZ) 2010

Page 3

Indicate the percentage of gaming activity operated in:

The organization's facility ......................

13a

An outside facility ........................

13b

Provide the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)

Identifier	ReturnReference	Explanation

Schedule G (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization
OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number
23-7083114

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance
(1) Oregon Health & Science University3181 Sam Jackson Park Rd Portland,OR97239	93-1176109	OHSU	16,880,529	5,875	Fair Market Value	Various	Research and develop.
(2) Oregon Health & Science University3181 Sam Jackson Park Rd Portland,OR97239	93-1176109	OHSU	9,449,442	364,988	Fair Market Value	Various	Academic admin. And supp.
(3) Oregon Health & Science University3181 Sam Jackson Park Rd Portland,OR97239	93-1176109	OHSU	4,377,315	76,049	Fair Market Value	Various	Instructional Activities
(4) Oregon Health & Science University3181 Sam Jackson Park Rd Portland,OR97239	93-1176109	OHSU	1,782,378	15,000	Fair Market Value	Various	Institutional support, admin.
(5) Oregon Health & Science University3181 Sam Jackson Park Rd Portland,OR97239	93-1176109	OHSU	1,627,729	14,916	Fair Market Value	Various	Public service
(6) Oregon Health & Science University3181 Sam Jackson Park Rd Portland,OR97239	93-1176109	OHSU	42,152,215	0	N/A	N/A	Capital projects and planning
(7) Oregon Health & Science University3181 Sam Jackson Park Rd Portland,OR97239	93-1176109	OHSU	1,792,120	0	N/A	N/A	Student aid and training
(8) Oregon Health & Science University3181 Sam Jackson Park Rd Portland,OR97239	93-1176109	OHSU	3,778,645	8,749	Fair Market Value	Various	Clinical support
(9) Providence St Vincent Medical Foundation9205 SW Barnes Road Portland,OR97225	93-0575982	501(c)(3)	28,162	0	N/A	N/A	Reserach and development
(10) Portland Chamber OrchestraPO Box 9024 Portland,OR97207	93-0556942	501(c)(3)	71,500	0	N/A	N/A	Public service

Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image

Enter total number of other organizations ................................ . Bullet Image

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2010

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant	(d)Amount of non-cash assistance	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance

Part IV

Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.

Identifier	Return Reference	Explanation

Schedule I (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....

Yes

Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ...............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........

Participate in, or receive payment from, an equity-based compensation arrangement? ........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 50053T

Schedule J (Form 990) 2010

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.

(A) Name		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported in prior Form 990 or Form 990-EZ
(A) Name		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
(1) Norwood W Knight-Richardson	(i) (ii)	0 349,388	0 5,250	0 0	0 29,400	0 215	0 384,253	0 0
(2) Joseph E Robertson JR MD MBA	(i) (ii)	0 925,517	0 76,660	0 15,000	0 73,255	0 1,274	0 1,091,706	0 0
(3) Constance French	(i) (ii)	271,080 0	0 0	0 0	29,400 0	21,626 0	322,106 0	0 0
(4) Lori Mueller	(i) (ii)	162,237 0	0 0	0 0	20,048 0	20,554 0	202,839 0	0 0
(5) Allan Price	(i) (ii)	404,815 0	80,000 0	3,245 0	53,762 0	18,071 0	559,893 0	0 0
(6) Susan Nicol	(i) (ii)	174,771 0	0 0	3,245 0	21,160 0	16,901 0	216,077 0	0 0
(7) Julie Fitzgerald	(i) (ii)	130,686 0	0 0	0 0	15,951 0	14,165 0	160,802 0	0 0
(8) Dorothy Metaj	(i) (ii)	140,689 0	0 0	0 0	17,324 0	6,176 0	164,189 0	0 0

Schedule J (Form 990) 2010

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
Part 1, Line 1a	Relevant Information Regarding Compensation Benefits	The organization paid a local social club fees for its president and a key employee. This benefit was treated as taxable compensation.

Schedule J (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Part I

Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(b) Description of transaction	(c) Corrected?
1(a) Name of disqualified person	(b) Description of transaction	Yes	No

Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.

(a) Name of interested person and purpose	(b) Loan to or from the organization?		(c)Original principal amount	(d)Balance due	(e) In default?		(f) Approved by board or committee?		(g)Written agreement?
(a) Name of interested person and purpose	To	From	(c)Original principal amount	(d)Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b)Relationship between interested person and the organization	(c)Amount of grant or type of assistance

For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2010

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Arlene Schnitzer	OHSUF Trustee	511,309	Building Lease		No
(2) Peter Kohler MD	OHSUF Trustee	493,583	Financial Products		No
(3) Greg Ness	OHSUF Trustee	493,583	Financial Products		No
(4) Eric Parsons	OHSUF Trustee	493,583	Financial Products		No
(5) Ronald Timpe	OHSUF Trustee	493,583	Financial Products		No

Part V

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule L (see instructions).

Identifier	Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

NonCash Contributions

Complete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Part I

Types of Property

	(a) Check if applicable	(b) Number of Contributions or items contributed	(c) Contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining contribution amounts
1 Art—Works of art ....	X	2	15,975	Appraisal
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..	X		34,633	Comparable Sales
5 Clothing and household goods .......	X		153	Comparable Sales
6 Cars and other vehicles ..	X	1	4,900	Comparable Sales
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	90	28,544,901	Average Market Value
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .	X	5	1,840,280	Comparable Sales
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...	X	8	7,596	Comparable Sales
20 Drugs and medical supplies .	X	9	330,466	Comparable Sales
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Auction Items )	X	150	61,853	FMV - Sales Price
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it

must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash

contributions? ............................

32a

Yes

If "Yes," describe in Part II.

If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) 2010

Page 2

Part II

Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
Part I, Lines 32	Hire and Use of Third Parties	The organization partners with Volunteers of America for the collection and sale of gifts of automobiles. The organization also engages the services of real estate agents when selling gifts of real property. The organization uses stock brokers to process and sell securities. The services of marketking firms in the soliciation of planned gifts is also used.
Part I, Column b	Number of Contributions	The organization uses the number of contributions to report the quantities in this column.

Schedule M (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Identifier	Return Reference	Explanation
Form 990, Part III, Line 4a - Program Services		Oregon Health & Science University Foundation (OHSUF) is a nonprofit organization established in 1970 to secure private philanthropic support to advance OHSU's vital missions, and to invest and manage gifts responsibly to honor donors' wishes. In FY 10-11, several important gifts from individuals, foundations and corporations allowed the Foundation to raise $100 million in support of Oregon Health and Science University (OHSU). The following are highlights from the year: OHSU leaders launched a campaign to build a new School of Dentistry facility on the Schnitzer Campus on the South Waterfront, raising $19 million toward a $43 million total philanthropic goal. Three significant gifts allowed the Foundation to meet its ambitious fundraising goal: Bonnie and Eugene Skourters, D.M.D., pledged $10 million, ODS Health contributed $5 million, and A-dec pledged $4.53 million in dental equipment. The OHSU Foundation provided more than $82 million in program support to OHSU's healing, discovery, teaching and outreach missions. The Knight Cancer Institute received a $1.5 million anonymous gift to support research efforts and a $6.25 million grant from The Leukemia & Lymphoma Society (LLS), through its prestigious Marshall A. Lichtman Specialized Center of Research (SCOR) research initiative. Casey Eye Institute Director Emeritus Fritz T. Fraunfelder, M.D., and Yvonne M. Fraunfelder committed a testamentary gift valued at $2.8 million to advance the mission of OHSU's renowned eye health and research center. The Walter S. & Luciene Driskill Foundation awarded a $4 million grant to OHSU's world-renowned Blood-Brain Barrier program. The grant will advance OHSU's efforts to develop new, nonsurgical treatments for malignant brain tumors and to share its unique knowledge with the international medical community. Foundation staff coordinated the efforts of hundreds of volunteers, including the 100 volunteer trustees and emeritus trustees. Through its affiliate, the Medical Research Foundation of Oregon, the OHSU Foundation awarded $1.2 million in grants supporting life science research at Oregon research institutions. The Foundation received more than $21 million in bequests and planned gifts facilitated by the Department of Gift Planning and supporting a variety of programs. These include a $1.2 million gift from the Estate of Mary Lou Hansen to benefit the area of greatest need at Doernbecher Children's Hospital, an $801,000 real property gift from Wayne and Sandy Ericksen to benefit OHSU, and IRA rollover gifts from 26 donors totalling more than $793,000 to benefit various areas.
Form 990, Part VI, Line 2 - Business or Family Relationships		Carmen E. Phillips has a family relationship with Allyn Ford. Arlene D. Schnitzer has a family relationship with Mina Schnitzer.
Form 990, Part VI, Line 11b - Form 990 Review Process		The VP of Finance and the Controller review the final Form 990, which is prepared by an outside accounting firm. The Form 990 is then provided to the Foundation finance and audit committee, and then to the executive committee. The executive committee review the form and upon its approval, the commitee recommends the final Form 990 to the Board for acceptance and authorization. The return is approved by the voting Board. The President of the Foundation reviews and signs the return before it is filed. To protect the privacy of our donors, donor addresses and names of anonymous donors (if any) are redacted from the version of Schedule B that was reviewed by the committees and the Board of Trustees.
Form 990, Part VI, Line 12c - Monitoring and Enforcement of Conflicts		An annual conflict of interest questionnaire and statement are provided to each covered person to disclose any interest that could give rise to conflicts of interest. Covered persons include any current and former officer, trustee, director, member of a committee with board delegated powers, highest compensated employees, or key employee, any of whom held the named position within five years from the date the position terminated. Each respondent is asked to sign a disclosure statement which affirms that they a received a copy of the policy, have read and understand the policy, have agreed to comply with the policy, and have responded to the questionnaire to the best of their ability. The completed questionnaire will be provided to the Executive Committee prior to June 30 of each year. After reviewing the disclosure statements as well as any other potential or real conflicts of interest that are identified, the Executive Committee shall notify the OHSU Foundation Vice-President of Finance and Administration of any positive responses to any questions on the disclosure statement; and will follow up with respect to any other disclosures that indicate an actual or potential conflict of interest. This may include, but not limited to, asking the person not to participate in related decisions or recommending appropriate disciplinary and corrective action to the Foundation President and/or Chairman of the Board of Trustees for the OHSU Foundation. As potential conflicts of interest are identified throughout the course of a year, each respondent has an obligation to advise the Executive Committee in writing of the existance of any such real of potential conflict of interest. A respondent may make a presentation at the Executive Committee meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that creates the actual or potential conflict of interest. The Executive committee shall determine to its satisfaction whether the Foundation can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to an actual or potential conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to an actual of potential conflict of interest, the Executive committee shall determine by a majority vote of the disinterested committee members whether the transaction or arrangement is in the Foundation's best interest and whether the transaction is fair to the Foundation, and shall make its decision as to whether to enter into the transaction or arrangement. The Executive Committee will inform the respondent, in writing, of its decision. If the Executive Committee has reasonable cause to believe that a respondent has failed to disclose an actual or possible conflict of interest, it shall inform the respondent of the basis for such belief and afford the respondent an opportunity to explain the alleged failure to disclose. If, after hearing the response of the respondent and making further investigation as may be warranted in the circumstances, the Executive Committee determines that the respondent has in fact failed to disclose an actual or possible conflict of interest, it shall recommend appropriate disciplinary and corrective action to the Foundation President and/or the Chairman of the Board of Trustees for the OHSU Foundation.
Form 990, Part VI, Line 15b - Compensation Review & Approval Process		Process of determining the compensation: 1. Review and approval by a governing body: A compensation committee is composed of representatives of the OHSU Foundation Board of Trustees with members to include but not limited to the Board chair, immediate past chair, and finance chair. The compensation committee reviews the documentation for approval prior to the presentation of the budget at the June board meeting. 2. Use of data as to comparable compensation: For each position subject to review, comparability data is gathered from any of the following sources: industry surveys, documented compensation of persons holding similar positions in similar organizations, expert compensation studies, or other comparable data. For each time there is a material change to the salary range or compensation package of the affected position and/or person in that position, new data is gathered and new documentation is created. Annual cost-of living increases, based on government cost-of-living figures, would not necessitate new documentation. The comparable compensation report was presented to the compensation committee during the current fiscal year. 3. Contemporaneous documentation regarding decisions: All documentation on final decisions, including deliberations, made by the compensation committee is kept on record in the OHSU Foundation Human Resources Department. This process was last undertaken for the president and senior vice president in Februrary 2011.
Form 990, Part VI, Line 19 - Other Org. Documents Publicly Available		While federal tax laws do not mandate that the organization's governing documents, conflict of interst policy and financial statements be made available for public inspection, limited information on the governing documents, conflict of interest policy and financial statements are available at the Foundation's website. This information is not readily available for the general public and requests for this information are assessed on a case by case basis by the relevant Foundation employee before disclosure.
Form 990, Part VII, Section B, Independent Contractors		The work performed by McKisney & Company, Inc. was for program support services done on the behalf of the OHSU Knight Cancer Institute.
Form 990, Part XI, Line 5 - Other Changes in Net Assets		Net Unrealized Gain on Investments 38,123,971 Change in Value of Life Income Agreements 1,781,488 Investment Fees (5,986,694) ----------- Total 33,918,765
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Steven W. Beadnell, DMD TITLE:Trustee HOURS:4
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Ronald G. Brake TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Maureen D. Casey TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Truman W. Collins, JR TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Reid S. Connell, JR, PhD TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Alice B. Davies TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:John W. Dixon TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Wayne A. Drinkward TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Ann P. Edlen TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Ruth J. Fisher TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Lori B. Flexer TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Mark P. Goodman TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Robert G. Gootee TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Patrick J. Green, JD TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Robert S. Gregg TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:J. Clayton Hering TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Tony L. Hopson TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:James B. Jeddeloh TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Sharon A. Kitzhaber TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Norwood W. Knight-Richardson TITLE:Trustee HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Peter O. Kohler, MD TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Ruth H. Layton TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Tamara L. Lundgren TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Joseph D. Matarazzo, PhD TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Marcus C. Mundy TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:J. Greg Ness TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Peter C. Olson TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Shirley N. Pape, R.D. TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Ronald C. Parker TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Eric E. Parsons TITLE:Vice-Chair HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Stephen S. Pawlowski TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Carmen E. Phillips TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Maria M. Pope TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Jill M. Price, DMD TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Gary W. Reynolds, CPA TITLE:Treasurer HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Robert L. Ridgley, JD TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Joseph E. Robertson, JR, MD, MBA TITLE:Trustee HOURS:40
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Richard A. Royse TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Arlene D. Schnitzer TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Mina M. Schnitzer TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Donald R. Shick TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:M. Susan Smith, PhD TITLE:Trustee HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Patricia L. Smith TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Gordon D. Sondland TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Nicholas J. Stanley TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Julie N. Stott TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Keith L. Thomson TITLE:Chair HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Ronald E. Timpe TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Marcia S. Walsh TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Malia H. Wasson TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Roderick C. Wendt TITLE:Trustee HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Mary D. Wilcox TITLE:Secretary HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Janet Fratella TITLE:Vice-President HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Constance French TITLE:Sr. Vice-President HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Joy McCammon TITLE:Vice-President HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Lori Mueller TITLE:Vice-President HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Sarah Panetta TITLE:Vice-President HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Allan Price TITLE:President HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Susan Nicol TITLE:Executive Director HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Julie Fitzgerald TITLE:Assoc. Vice-President HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:William P Sommerfeld TITLE:Director HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Rachel Stroud TITLE:Director HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Lori Sweeney TITLE:Director HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Drew Hunsinger TITLE:Senior Director, Gift Planning HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Dorothy Metaj TITLE:Vice-President HOURS:

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

OREGON HEALTH & SCIENCE
UNIVERSITY FOUNDATION

Employer identification number

23-7083114

Part I

Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)

(a) Name, address, and EIN of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled organization
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) Oregon Health & Science University 3181 Sam Jackson Park Rd Portland,OR97239 93-1176109	Hospital, Edu	OR			NA

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2010

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership
(1) Henry & Evelyn Barber Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 91-1797922	CRT	OR	OHSUF	Trust	0	67,826	60.000 %
(2) Edward and Linda Barnes Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1291059	CRT	OR	OHSUF	Trust	0	213,002	100.000 %
(3) Bonnarens CRAT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6253657	CRT	OR	OHSUF	Trust	0	0	100.000 %
(4) Richard and Jean Bates Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6299993	CRT	OR	OHSUF	Trust	0	1,676,470	100.000 %
(5) Elizabeth J Brooks CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1207230	CRT	OR	OHSUF	Trust	0	15,146	60.000 %
(6) Ronald R and Mary E Buchwald CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1264197	CRT	OR	OHSUF	Trust	0	211,196	100.000 %
(7) Georgia M Campbell Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1283327	CRT	OR	OHSUF	Trust	0	87,414	75.000 %
(8) William and Louise Christensen Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6350872	CRT	OR	OHSUF	Trust	0	97,680	52.000 %
(9) Clark Family Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6249288	CRT	OR	OHSUF	Trust	0	0	100.000 %
(10) Zella Mae Coen CRT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6297313	CRT	OR	OHSUF	Trust	0	56,244	100.000 %
(11) Richard M and Jane J Cole Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1311033	CRT	OR	OHSUF	Trust	0	1,642,779	100.000 %
(12) Helen E Cook CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6245702	CRT	OR	OHSUF	Trust	0	0	100.000 %
(13) June F Dickson Annuity Trust 1121 SW Salmon Street Suite 100 Portland,OR97205 48-6385956	CRT	OR	OHSUF	Trust	0	319,480	100.000 %
(14) Richard and Beatrice Edmondson Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6350871	CRT	OR	OHSUF	Trust	0	82,716	100.000 %
(15) William J and Marion J Ensley Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1259505	CRT	OR	OHSUF	Trust	0	60,812	100.000 %
(16) 1996 Fax Annuity Trust 1121 SW Salmon Street Suite 100 Portland,OR87205 93-6310087	CRT	OR	OHSUF	Trust	0	163,483	100.000 %
(17) 1996 Fax Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1226349	CRT	OR	OHSUF	Trust	0	470,931	100.000 %
(18) Maxine Fender Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1246120	CRT	OR	OHSUF	Trust	0	115,515	100.000 %
(19) Sharon J Fisher Testamentary CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 38-6846410	CRT	OR	OHSUF	Trust	0	310,095	100.000 %
(20) Donald Fisher Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6274911	CRT	OR	OHSUF	Trust	0	58,111	100.000 %
(21) Clara J Fuiten Unitrust #2 1121 SW Salmon Street Suite 100 Portland,OR97205 16-6555632	CRT	OR	OHSUF	Trust	0	666,757	80.000 %
(22) Ken and Sally Gauper CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1282160	CRT	OR	OHSUF	Trust	0	70,230	70.000 %
(23) Gisler Charitable Remainder Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6299006	CRT	OR	OHSUF	Trust	0	30,251	100.000 %
(24) Lewis Gitlow Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1285991	CRT	OR	OHSUF	Trust	0	54,110	100.000 %
(25) Alice L Gustafson Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6290943	CRT	OR	OHSUF	Trust	0	87,415	100.000 %
(26) Richard and Ethel Hanson Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 91-1848330	CRT	OR	OHSUF	Trust	0	82,627	100.000 %
(27) Alda E Hartfiel CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1247409	CRT	OR	OHSUF	Trust	0	127,753	100.000 %
(28) Dorothy M Heagy Annuity Trust 1121 SW Salmon Street Suite 100 Portland,OR97205 68-6221195	CRT	OR	OHSUF	Trust	0	23,822	100.000 %
(29) Ruth Schneiter Henderson Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 91-6432081	CRT	OR	OHSUF	Trust	0	218,203	60.000 %
(30) Douglas and Sue Ann Johnson Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1279002	CRT	OR	OHSUF	Trust	0	46,706	60.000 %
(31) Lowell and Mavis Johnson Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6322104	CRT	OR	OHSUF	Trust	0	102,775	100.000 %
(32) V Yvonne Johnson Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1258556	CRT	OR	OHSUF	Trust	0	96	100.000 %
(33) Denney and Barbara Kelley Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6285355	CRT	OR	OHSUF	Trust	0	60,964	100.000 %
(34) Peter O Kohler MD Unitrust for Medical 1121 SW Salmon Street Suite 100 Portland,OR97205 36-4595702	CRT	OR	OHSUF	Trust	0	351,268	83.000 %
(35) Mary Kretner Annuity Trust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6309920	CRT	OR	OHSUF	Trust	0	337,234	100.000 %
(36) Harley W Lassen Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1304758	CRT	OR	OHSUF	Trust	0	288,381	100.000 %
(37) Frances S Latourette Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1275510	CRT	OR	OHSUF	Trust	0	167,131	100.000 %
(38) Joseph and Ruth Matarazzo Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6333972	CRT	OR	OHSUF	Trust	0	245,921	100.000 %
(39) John and Joan McKillop Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6297996	CRT	OR	OHSUF	Trust	0	53,771	100.000 %
(40) Meissner CRUT #1 1121 SW Salmon Street Suite 100 Portland,OR97205 56-2384707	CRT	OR	OHSUF	Trust	0	185,193	100.000 %
(41) Meissner CRUT #2 1121 SW Salmon Street Suite 100 Portland,OR97205 56-2384719	CRT	OR	OHSUF	Trust	0	185,284	100.000 %
(42) Meissner CRUT #1 1121 SW Salmon Street Suite 100 Portland,OR97205 27-6142144	CRT	OR	OHSUF	Trust	0	212,417	100.000 %
(43) Meissner CRUT #2 1121 SW Salmon Street Suite 100 Portland,OR97205 27-6142178	CRT	OR	OHSUF	Trust	0	212,417	100.000 %
(44) Lurleen Lemery Miller Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1259279	CRT	OR	OHSUF	Trust	0	171,734	100.000 %
(45) Luciano and Mary Monetti CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1215910	CRT	OR	OHSUF	Trust	0	335,303	85.000 %
(46) Morrison CRAT 1121 SW Salmon Street Suite 100 Portland,OR97205 35-2289334	CRT	OR	OHSUF	Trust	0	136,018	100.000 %
(47) John T and Ruth T Naylor Annuity Trust 1121 SW Salmon Street Suite 100 Portland,OR97205 33-6329329	CRT	OR	OHSUF	Trust	0	115,633	100.000 %
(48) Madeline Brill Nelson CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 20-7401343	CRT	OR	OHSUF	Trust	20,894	0	100.000 %
(49) Lawrence J Pardee CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 51-6597471	CRT	OR	OHSUF	Trust	0	285,330	85.000 %
(50) Whittlesey Charitable Remainder Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 11-6591632	CRT	OR	OHSUF	Trust	0	1,097,045	100.000 %
(51) Donna J Newman Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 41-6542064	CRT	OR	OHSUF	Trust	0	192,472	80.000 %
(52) Herbert M & Elizabeth Woodcock Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1235334	CRT	OR	OHSUF	Trust	0	93,101	100.000 %
(53) Young C Park Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1259956	CRT	OR	OHSUF	Trust	0	108,054	100.000 %
(54) May E Rawlinson Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1259161	CRT	OR	OHSUF	Trust	0	53,780	100.000 %
(55) Edward and Agnes Rothauge Annuity Trust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6278914	CRT	OR	OHSUF	Trust	0	35,053	100.000 %
(56) Effervescent Ethics CRT 1121 SW Salmon Street Suite 100 Portland,OR97205 26-6651616	CRT	OR	OHSUF	Trust	0	906,914	100.000 %
(57) C Whitney Hastings Jr Trust PO Box 53456 Phoenix,AZ85072 93-6265413	Perpetual Trust	OR	Wells Fargo	Trust	50,699	1,295,139	100.000 %
(58) Alexander J & Patricia O Schleuning CRUT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1314582	CRT	OR	OHSUF	Trust	0	115,511	60.000 %
(59) Leonard and Karen Schultz Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 91-1755990	CRT	OR	OHSUF	Trust	0	27,035	100.000 %
(60) Robert W Lloyd MD & June M Lloyd 800 Willamette Street Suite 200 Eugene,OR97401 91-6573273	CRT	OR	US Bank	Trust	122,877	3,192,244	100.000 %
(61) Gwynne H and Helen J Sharrer Charitable 1121 SW Salmon Street Suite 100 Portland,OR97205 91-1826871	CRT	OR	OHSUF	Trust	0	126,386	100.000 %
(62) McMahon Children's CRUT 111 SW Fifth Avenue 6th Floor Po,OR97204 93-6291460	CRUT	OR	US Bank	Trust	40,661	694,612	100.000 %
(63) Cynthia E Smith CRAT 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1302250	CRT	OR	OHSUF	Trust	0	0	100.000 %
(64) Russell B Standley Charitable Trust PO Box 53456 Phoenix,AZ85072 93-6229088	Perpetual Trust	OR	Wells Fargo	Trust	5,240	164,691	100.000 %
(65) John R and Doris J Sneddon Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6350870	CRT	OR	OHSUF	Trust	0	113,712	100.000 %
(66) John H Stevenson Scholarship Trust PO Box 53456 Phoenix,AZ85072 93-6058111	Perpetual Trust	OR	Wells Fargo	Trust	5,958	162,909	100.000 %
(67) Ethel E Sojka Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1271896	CRT	OR	OHSUF	Trust	0	14	100.000 %
(68) H David Specht MD Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 72-6235815	CRT	OR	OHSUF	Trust	0	98,495	100.000 %
(69) W & R Van Zile Scholarship Trust c/o US Bank PO Box 3168 Portland,OR97208 27-2884358	Perpetual Trust	WA	US Bank	Trust	0	4,915,994	100.000 %
(70) Douglas C and Leila Cleo Strain Trust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-6298108	CRT	OR	OHSUF	Trust	0	168,259	100.000 %
(71) James M and Amy Tsugawa Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 93-1235148	CRT	OR	OHSUF	Trust	0	120,262	100.000 %
(72) J C Willis Medical Research Fund PO Box 3168 Portland,OR97208 93-6275277	Perpetual Trust	OR	US Bank	Trust	13,770	465,189	100.000 %
(73) Neil O Warner CRAT 1121 SW Salmon Street Suite 100 Portland,OR97205 94-3114467	CRT	OR	OHSUF	Trust	0	0	100.000 %
(74) Samuel H Wise Fellowship Fund PO Box 2742 Portland,OR97208 93-6279037	Perpetual Trust	OR	Union Bank NA	Trust	134,517	3,031,769	100.000 %
(75) Angus B and Joan H Steward Unitrust 1121 SW Salmon Street Suite 100 Portland,OR97205 77-6240357	CRT	OR	OHSUF	Trust	0	68,368	100.000 %

Schedule R (Form 990) 2010

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III or IV.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .

m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of other organization	(b) Transaction type(a-r)	(c) Amount involved
(1) Oregon Health & Science University	b	74,541,401
(2) Oregon Health & Science University	i	56,842
(3) Oregon Health & Science University	o	57,560
(4) Oregon Health & Science University	q	10,289,634
(5) Oregon Health & Science University	r	8,702,304
(6)

Schedule R (Form 990) 2010

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Are all partners section 501(c)(3) organizations?		(e) Share of end-of-year assets	(f) Disproprtionate allocations?		(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(h) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(e) Share of end-of-year assets	Yes	No	(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2010

Page 5

Part VII

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

Identifier	Return Reference	Explanation

Additional Data

Software ID:
Software Version: