2014 Annual Report - Oregon Community Foundation

Transcription

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T h e O r e g o n C o m m u n i t y F o u n d at i o n
Portland
Bend
Eugene
Medford
1221 SW Yamhill St.
Suite 100
Portland, OR 97205
503.227.6846
440 E Broadway
Suite 160
Eugene, OR 97401
541.431.7099
15 SW Colorado Ave.
Suite 375
Bend, OR 97702
541.382.1170
818 W Eighth St.
Medford, OR 97501
541.773.8987
www.oregoncf.org
Coos Bay
915 S First St.
Coos Bay, OR 97420
541.269.9650
Salem
1313 Mill St. SE
Suite 203
Salem, OR 97301
503.779.1927
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TheOregonCF
On the cover: Meadow near Bend, Oregon,
with South Sister in the background
Oregon.
We love this state.
We love it for its bountiful natural beauty,
for its wealth of
opportunity, for a respect for
the past and an optimism for the future. And
we believe in our collective ability to build that
future. A future where all Oregonians can create
and sustain meaningful lives; Where communities
are working together to address our
greatest challenges; Where every
Oregonian has access to food and shelter,
health care and education.
At OCF, we connect the
power of philanthropy
with the individuals and organizations
who are leading the way to create
a vibrant future for Oregon.
Here for Oregon. Here for Good.
Table of Contents
Message from the Board
2014 in Review
OCF Initiatives
Our Regions
Representative Grants
The OCF Funds
Investment Policy
Financial Highlights
1
3
4
7
41
43
68
69
Message from the board
Dear Friends,
We had a wonderful time celebrating our 40th anniversary year and
commemorating our four decades of achievement, and we were
pleased that so many of you could share in our statewide celebrations.
As it happened, 2014 was a fantastic year for philanthropy around the
world: regionally, nationally and internationally. OCF was no exception: Last year, more than a hundred Oregonians established new
funds with us and our endowment grew by more than $100 million.
We awarded more scholarships than ever before to 3,200 students,
we distributed a landmark series of grants, and we formally affirmed
our commitment to serve all Oregonians by ratifying our Equity,
Diversity and Inclusion Statement. All in all, it was quite a year!
Of course, none of these successes could have been accomplished
without your support and engagement. As OCF board members, we
are motivated by the knowledge that in every corner of Oregon, OCF
has friends who believe in our work, who help us promote effective
philanthropy, and who are committed to improving life in our state.
At OCF we are fortunate to be part of this community of doers. You
are the people who support our daily goal, to be here for Oregon
— as well as our long-term commitment, to be here for good.
Board of Directors
2014-2015
Sue Miller, Chair, Salem
Tim Mabry, Vice Chair, Hermiston
Hal Snow, Vice Chair, Astoria
Jim Mark, Treasurer, Portland
Kirby Dyess, Secretary, Beaverton
Eric Parsons, Past Chair, Portland
Michael Coughlin, Eugene
Román Hernández, Portland
Duane McDougall, Lake Oswego
Sue Naumes, Medford
Corrine Oishi, Forest Grove
Trish Smith, Bend
Kay Toran, Portland
Duncan Wyse, Portland
Max Williams, President and CEO
Thank you for letting us serve you. And thank you very much for
your service to others.
Your OCF Board
Max Williams
Standing, left to right: Hal Snow, Jim Mark, Corrine Oishi, Mike Coughlin, Sue Naumes,
Tim Mabry, Eric Parsons, Trish Smith, Kay Toran. Seated, left to right: Román Hernández,
Sue Miller, Duane McDougall, Kirby Dyess. Not pictured: Duncan Wyse
Annual Report 2014
1
IMPACT
2
THE Oregon Community Foundation
2014 in Review
Together, we celebrated 40 years of legacy, leadership and impact around the state.
The OCF board ratified our Equity, Diversity and Inclusion Statement.
Generous donors established 113 new funds.
Through these funds, OCF awarded $72 million in grants to more than 4,800 nonprofits.
And we awarded more than $8 million in scholarships, changing
the lives of more than 3,200 Oregon students.
We launched a five-year program to support small community-driven
arts and culture organizations.
The Latino Partnership Program doubled grantmaking to Latino-focused programs.
We introduced an impact investment program to generate
social impact as well as financial returns.
OCF partnered with The Ford Family Foundation to support out-of-school-time
programs for middle school students.
Foundation volunteers gathered at Sunriver to celebrate, collaborate and learn.
Annual Report 2014
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OCF Initiatives
W
orking hand in hand with communities around Oregon, the Foundation
partners with leaders and collaborators, aiming our mutual values and
vision toward areas in the state with the greatest needs. The result? Long-lasting
community programs that lead to crucial solutions. Here are five that promise to
change lives for the better.
Latino Partnership Program
More Latinos live in Oregon than ever before, their numbers having
increased 63 percent between 2000 and 2010. As a result, long-held views of
politics, education, the work force and community relations are shifting.
OCF is moving right along with that shift by engaging with Latino leaders and
organizations throughout Oregon. Working together with a local presence in
three regions of the state, we’re addressing educational, social and economic challenges and bridging cross-cultural gaps. From early-childhood literacy
and parent education to leadership development and nonprofit organizational
support, improvements like these are making a positive difference for Oregon’s
fastest-growing population.
Early Childhood Education
By the time they enter kindergarten, many children already lag far behind. And it
is ever harder for them to catch up. OCF and our state’s educators realize it’s critical that children from their earliest years through grade three receive a steady,
constant and high-quality education.
To help them get a better head start, the Foundation’s multiyear, statewide Prenatal through Grade 3 (P-3) Alignment program links early-childhood education
with elementary-school curricula. Nine Oregon school districts received a total of
$660,200 to ensure that more children are reading at the third-year benchmark.
When they are, they increase their chances of success throughout their school
years, and beyond.
Children’s Dental Health
Cavities hurt, making it hard to chew; and bacteria in the mouth can spread to other
parts of the body, leading to serious illnesses. That’s what one-third of Oregon’s children face, with untreated tooth decay, and one-fifth have it in seven or more teeth.
In fact, Oregon has one of the country’s highest rates of childhood dental disease.
So OCF has dedicated $2.5 million over the next few years to increase oral health
awareness, school-based dental health services and the numbers of medical professionals who screen for oral disease. And with our partners, we’re also leading the
way to shape state policies and procedures. All to improve dental health in Oregon.
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FUTURE
Annual Report 2014
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OCF Initiatives
Impact Investing
Every community in our state depends
on a strong economy to help it thrive.
OCF recognizes that financial return is
important for both nonprofit organizations and for-profit companies. For
those that also want social return,
there’s impact investing.
Craft3 loans helped Floyd Holcom
redevelop Astoria’s Pier 39
Rural Oregon businesses, especially,
have faced challenges in obtaining
the capital they need to grow. Now
they can turn to Craft3, thanks in part
to the $1 million it received from OCF.
This nonprofit community-development financial institution specializes
in low-interest loans to small businesses unable to access traditional
credit. While boosting business, it
builds economic, ecological and family resilience for people throughout
Oregon. And that’s just the beginning.
Creative Heights
OCF believes in supporting arts and
culture for all Oregonians. Our $12.5
million investment does just that. It’s
devoted to strategies aimed to create spirited arts communities of all
sizes throughout the state. Enter Creative Heights.
Making art means taking risks. The
same goes for arts and culture organizations, if they are to give new
ideas a go and expand their creative
reach. Nine nonprofits in the Portland area and four in Eugene, Bend,
Ashland and Monmouth all received
Creative Heights grants. They’ll be
offering unique and innovative experiences in arts and culture in
communities large and small.
“Public Apology Karaoke” at the Independent
Publishing Resource Center, Portland. Photo:
Shawn Patrick Higgins
6
It’s a big state,
Our Oregon.
It stretches 400 miles from the Pacific Ocean to Idaho and
360 miles from the Columbia River to California and Nevada.
It’s also a diverse one, with its rocky beaches and evergreen
forests, mountain peaks and fer tile valleys, high-deser t
sagebrush and yawning canyons. We love our land! We also
love our people. Nearly 4 million of us live here in more than
250 incorporated cities and towns, most of them smaller ones.
Throughout the state, Oregonians show how much they
appreciate and value their communities and surrounding
environs by supporting the causes they care about. Maybe
it’s a teenager who volunteers every Saturday at her
local food bank or a retired CEO who donates to forest
renewal. Those who contribute through OCF give generously.
Together, we’re actively living OCF’s mission — to improve
life in this precious state of ours. Together, we’re building an
even better Oregon.
Here are a few of our stories.
Annual Report 2014
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Central Oregon
RESULTS
Helping Nonprofits Walk the Talk
John McLaughlin, Volunteer
F
or OCF grant evaluator John McLaughlin, the process of
working with grant applicants is as rewarding as the
results. “I like to learn about new organizations to see
what ideas they’re putting up against the problems they are
trying to address — and then go through the application to
find out if it fits with OCF grant guidelines,” John says. “Do I
really think the organization can accomplish their goals? I’m a
former financial guy so I get a kick out of trying to figure that
out.” According to John, what makes good grant applicants
stand out is that they are on target in terms of need, their
goal fits within OCF grant guidelines, and the organization is
“strong enough that you can believe they’re going to be able
to do what they say they are going to do.”
And the results? “There are some great nonprofits that have
grown over the years,” says John. “Like MountainStar Family
Relief Nursery: I’ve watched it grow and become pretty much
financially independent. They’re doing an amazing job taking
their story to the community and documenting how successfully they do what they say they are going to do.” An insight
such as John’s is critical to connecting OCF to communities
around the state.
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Annual Report 2014
9
Paying It Forward
From left to right: Captain Jeff Dufour, Engine
Chief Preston Prosser, Firefighter Will Akins
Helen E. Lorenz Fire Fund
W
hen Helen Lorenz of Bend was diagnosed with dementia, she asked Tom
Wright, of the Bend Fire Department, and Ron
Taylor, of the Bend Police Department, to become executors of her estate. Tom and Ron
had first met Helen years ago under difficult
circumstances: Helen’s husband died of a
heart attack, and the fire and police departments were the first on the scene. Helen was
grateful for their kindness, and thereafter she
began dropping off small, regular donations
of $100-$300 at their stations.
As Helen grew older, she would call on Tom
and a few others to give her some off-duty
help. They’d give her a ride somewhere or
take her grocery shopping. “She lived very
frugally,” Tom says. “She’d buy canned foods
and negotiate the price down with the store
manager.” So it came as a surprise when, after her death, Tom and Ron were called into
Bank of the Cascades to find that Helen had
left $1.1 million to be divided between Bend’s
fire and police departments, earmarked specifically for needs beyond what taxpayers
10 THE Oregon Community Foundation
would fund. “You
don’t expect this
type of thing. It always happens to
someone else!” says
Tom in gratitude.
City official Kathie
Eckman suggested they consider
establishing
two
funds at OCF. Tom
and Ron agreed.
“We really liked the way OCF set it up — the
police and fire funds are separate and have
advisory boards,” Tom says, “and the fire department has been able to fund a number of
projects we would have struggled with otherwise,” including the acquisition of fire safety
training props and dress uniforms, and the
preservation of historical documents. “And
what’s great about OCF is that we know that
each year there will be money coming in for
these projects.”
Creating Tangible Legacies
Central Oregon
Lisa Bertalan, Professional Advisor
“I
first learned of OCF when I started my estate planning
practice back in the early ‘90s,” says Bend attorney Lisa
Bertalan. “My mentor was Jim Petersen, an estate attorney,
who has made many significant charitable contributions to
our community.” OCF was a perfect match for Lisa’s clients
who wished to include charitable gifts during their lifetime
and at death, but didn’t have specific charities in mind. “They
usually had an idea about how they wanted their money to
impact a certain group or the community. OCF bridged that
gap and made my clients’ ideas a tangible legacy.”
Recently Lisa had clients who wanted to leave money to
Central Oregon student music programs. She saw a perfect
opportunity to refer them to OCF to fulfill that dream and know
that upon their deaths, that is where their funds will be directed.
156
Funds
117
Volunteers
183
Scholarships
$50.4 M
$4.9 M
Endowment
Grants & Scholarships
Leadership Council
“Because we are a rural county, most of my clients want
to see their gifts directly benefit the Central Oregon area.
Having a local OCF office here is great.”
Lisa sometimes encounters skepticism from clients concerned
about their funds going to high-overhead charities. But once
they meet with Julie Gregory, the local OCF charitable gift planner, all that changes. She shows them how well OCF operates
and how little it really does spend on administrative expenses.
“Most of my clients meet with Julie and come away with a positive review, and then carry out their gifting plan through OCF.”
Trish Smith, chair and
OCF board member
Jaime Aguirre
Ronald Bryant
Irene Busmalis
John Casey
Kathy Deggendorfer
Gary Fish
Jeri Fouts
Kyle Frick
Dan Hobin
Sue Hollern
Jodie Hueske
Clint Jacks
Nancy Jolstead
Terry Juhola
Patty Lieuallen
Charles Miller
Romy Mortensen
Cindy Rainey
Jordy Skovborg
Linda Stelle
Jane Teater
Amy Tykeson
Chris Watson
Ristine Williams
Annual Report 2014
11
Eastern Oregon
Marrying Land Management With Jobs
Wallowa Resources, Grantee
I
n far Northeastern Oregon, with forestry jobs disappearing
overnight and sustainability becoming an environmental
buzzword, Wallowa County commissioners took on the challenge of creating new jobs and bringing new capital into their
economy. In 1996 they joined forces with local land and business owners to create Wallowa Resources. This new nonprofit
would bring in new capital and experiment with new ideas to
put people back to work in the forest and on the land. The aim
was to maintain the county’s customs and culture, but adapt to
changing market conditions, laws and public values.
Wallowa Resources board
members tour one of the
organization’s water restoration
projects with Executive Director
Nils Christoffersen, far right
TOGETHER
According to Wallowa Resources Executive
Director Nils Christoffersen, “We needed to experiment with new land management strategies
and technologies, and access new skills in the
community. And that’s how Wallowa Resources
got started.”
A significant achievement was the creation, in
spring 2012, of an Integrated Biomass Energy
Campus (IBEC). The campus houses businesses
that utilize byproducts of local forest management and restoration on the Wallowa Whitman
National Forest and private land in Wallowa,
Union and Baker counties. The IBEC, on one 70acre site, allows for multiple wood products to be
efficiently produced using small-diameter logs
that once had no market value. It also supports
and promotes stability for the local economy by
creating and retaining jobs in Wallowa County.
In addition, Wallowa Resources, along with Sustainable Northwest, another nonprofit partner in
the project, provides leadership and technical
assistance to other forest collaborative groups
in the region and across Oregon. The campus
has generated a lot of interest around Oregon
and the western U.S., as a potential solution for
other rural communities surrounded by federal
forest lands. OCF funding has supported Wallowa Resources’ work with these communities
to find new opportunities for forest restoration,
job creation and community revitalization.
Annual Report 2014
13
Making Their Community a Little Better
Michael Family Fund
F
or 34 years, Boardman pharmacist Ray Mi- something back to the community. We’ve
chael ran a store that wasn’t just a place been with OCF for three years now, and all
to pick up prescriptions: It also sold hardware of the people we’ve interacted with have
and liquor, meaning you
been wonderful.”
could buy hammers and drill
“We wanted to give
They have several favorite
bits and whiskey along with
causes. Ray is vice pressomething back to
your arthritis pills — everyident of the board of the
thing you need for a long
the community.”
Boardman Senior Center
workday or a DIY weekend.
and helped fund its new faRay and Carol Michael
When Ray finally sold the
cility (“after all, I’m a senior!”
store and retired, he and his
he says). Carol co-founded
wife, Carol, were already donating to a num- the North Morrow Community Foundation
ber of organizations throughout the region, with four friends to enhance arts and muand he realized he wouldn’t mind some tax sic programs in the local schools. Ray says,
savings on the store’s sale. “I talked to Pam, “If you see there’s something you can do
my investment advisor, and she suggested to help, even in a small way, it gives you a
I start a family fund at OCF,” explains Ray. good feeling. It’s nice to enrich your com“I’m not a millionaire, but I had a comfortable munity and make it better for others.”
business and living, and we wanted to give
Ray and Carol Michael enjoy volunteering in the kitchen at the Boardman Senior Center
Eastern Oregon
72
A Springboard to Action
Funds
155
Volunteers
336
Scholarships
$24.3 M
$2.3 M
Endowment
Jan Harris, Volunteer
Leadership Council
L
a Grande’s Jan Harris may call herself a stay-at-home
mom, but given her full plate of volunteer activities, she
hardly fits the category. She became acquainted with OCF
when she applied for a community grant to help fund a
neighborhood park. She and a friend wrote the grant, then
went door to door asking each neighbor to pitch in $100.
They raised $1,500 in matching funds to secure the grant.
Tim Mabry, chair and
OCF board member
Jan says “That money helped
us get started, and with help
from the city of La Grande,
we had grass, sprinklers,
trees and sidewalks. We had
rock-picking parties to clear
the park for planting, and
folks who helped plant the
trees and shrubs and water
them through the summer.”
Dave Coughlin
Aletha Bonebrake
LeRoy Cammack
Roberta Conner
Steve Corey
“They know how
to inspire, support
and hold people
accountable.”
Fred Flippence
Jan Harris
Judy Krutsinger
A second grant, matched by garage sale proceeds and donations, helped complete the park. Jan says, “The neighbors
felt such pride in our little park, and we have never had any
vandalism.”
This work was a perfect springboard to launch Jan into more
direct roles with OCF, including a term on the Northeast Oregon Heritage Fund and her current membership on OCF’s
Leadership Council. About working with OCF, Jan says, “They
know how to inspire, support and hold people accountable in
pursuing worthwhile things for their neighbors. And I love the
way they work locally with people in their own communities.”
Randy Fulton
Mary Jane Guyer
Jan Harris
George Koffler
Alvin Liu
Viki Points
Lisa Roberts
Anne Stephens
J.D. Tovey
Mary Weaver
Cathy Yasuda
Annual Report 2014
15
HOPE
Metropolitan Portland
Path of Possibilities
Howard Vollum Scholarship
S
ome things were just a given for Theresa Monteverdi, growing up the youngest of nine children in Siletz,
Oregon. She says, “I come from poverty, which in my
family led to hopelessness,
a resignation that this is the
“We’re creating
way things are and they’re
not going to change.” Forand maintaining
tunately, for her they did,
this path for Native
thanks to the Howard Volyouth to be anything
lum Scholarship.
they want to be.”
The Oregon Community
Foundation merit scholTheresa Monteverdi
arship is awarded only
to Native American high
school graduates (or equivalent) who are residents of the Portland metropolitan area or Clark County in Washington. They
must plan to be or already be enrolled in a full-time undergraduate or graduate course of study in science, computer
science, engineering or mathematics, anywhere in the country.
The fund also makes grants to Portland’s Saturday Academy,
to give elementary and high school students access to its sci(continued on following page)
Annual Report 2014
17
ence and math classes and camps. Since February 1986, when
Howard Vollum bequeathed the fund upon his death, it has transformed the lives of hundreds of youth.
The engineer and scientist is best known for inventing a new kind
of cathode-ray oscilloscope and co-founding the now-Beaverton-based Tektronix, Inc., in 1946. He and his wife, Jean, who died
in June 2007, had donated millions for notable Portland building
construction projects, and to causes such as the Vollum Institute
for Advanced Biomedical Research at Oregon Health & Science
Theresa visits the OHSU
campus with her children,
Jennifer and Jakob
University (OHSU) and the Native American Center at Portland
State University. For Tektronix, Vollum saw a lack of minorities they
could hire, particularly Native Americans. The scholarship was his
final act of generosity. First handled by the Tektronix Foundation,
the fund has been managed by OCF since 1992.
“Native Americans are still really underrepresented in the STEM
fields [science, technology, engineering and math], due to psychosocial factors that prevent many youth from completing
high school,” says Theresa. “In general, it’s difficult for them to
see themselves as professionals when there are few role models out there.”
She knows this firsthand: It wasn’t until her 11th foster home that her
life took a welcome turn. “I still call them Mom and Dad,” she says
of the non-Native Aloha couple. “They saw that I was smart and had
a quick memory, and started telling me right away that I needed to
go to college, to ensure some choices. No one had ever said that to
me before in my life.”
Initially, Theresa thought social work. But first came marriage and a
child, three years after graduating from high school in 1981. When
4-month-old Thomas died in 1985 from sudden infant death syndrome (SIDS), she was gripped by the idea of becoming a physician.
But how to pay for it?
Theresa, a member of the Confederated Tribe of Siletz Indians, had heard back then about the Vollum Scholarship
from her friend, Dave Hatch, an engineer and Tribal Council
member who has been
on the fund’s advisory
committee since its be“I was joining a
ginning. In 1989, the year
community that
she received her B.S. in
said, ‘We value and
psychology from Portland State University, the
support your path.’ ”
scholarship ushered her
Theresa Monteverdi
into medical school at
OHSU. “I felt cheered on
by my people. I was joining a community that said, ‘We value and support your path,
and want you to support others behind you,’” says Theresa,
who has been on the advisory committee since 1996.
Annually, about 10 students receive the year-by-year $3,000
scholarships, good for seven years to offset tuition, housing
and other education-related expenses. Advisory committee
members counsel them on college life, and connect them
with Native Americans on campus and in the community.
“We have a tremendously high retention rate for our students,” says Hatch. “They attend the school of their choice,
including Stanford University, Lewis & Clark and Reed College, becoming successful in their fields.”
After earning her M.D. in 1994 and going through training,
Theresa began work as director of health services for the Native American Rehabilitation Association (NARA). Then when
misfortune hit again with her husband’s death from cancer
in 2002, she quit to raise her young children, with help from
her foster mom. She remarried nearly four years ago and returned to a “low-key, low-pressure and really rewarding job.”
She now assists the elderly and disabled as a social service
supervisor with the Washington State Department of Social
and Health Services, in Vancouver.
Theresa wants all Native Americans to have the same chances she had. “We’re the first people in this nation and we have
many strengths, but we’re still disenfranchised,” she says. “I
hope the opportunities provided by the scholarship are used
to their full advantage.” What matters most to her? “We’re
creating and maintaining this path for Native youth to be anything they want to be.”
Metropolitan
Portland
928 Funds
501
Volunteers
662
Scholarships
$940 M
Endowment
$32 M
Leadership Council
Jim Mark, chair and
OCF board member
George Bell
Nicholas Blosser
Rob Brading
Rebecca Burrell
Michelle Castano Garcia
North Cheatham
Jonath Colon Montesi
Kimberly Cooper Jacqua
Brian Detman
Hanif Fazal
Richard Goddard
Yassi Irajpanah
Deneen King
Hanna McGrath
Robert McKean
Chris Neilsen
Corrine Oishi
Judith Poutasse
Travis Stovall
Wendy Veliz
Benjamin R. Whiteley
Rhoni Wiswall
Annual Report 2014
19
North Coast
A Catalytic Grant
From Run-down to Revitalized
The Liberty Theatre, Astoria
M
usicians and magicians, acrobats and jugglers,
singers and celebrities, silent movies and talkies.
The Liberty Theatre in downtown Astoria saw it all
during its heyday of the 1920s.
While many other vaudeville-motion picture palaces in the
United States were hit with the wrecking ball, this “Grand Old
Lady” was renovated, thanks to an Oregon Community Foundation catalytic grant. Today, it’s the only theatre of its kind in
Oregon flaunting so many of its
original and now-restored architectural and decorative features.
“It’s great to see
It’s also one of the state’s most
Astoria so changed,
vibrant performing arts centers.
in part because of the
“I’m really proud at how diverse
we’ve been with our programming new Liberty Theatre.”
in the 10 years the Liberty Theatre
Rosemary Baker-Monaghan,
has been in operation,” says RoseExecutive Director,
mary Baker-Monaghan, executive
The Liberty Theatre
director. The theatre has presented everything from the Astoria
Music Festival and a Chinook Nation drumming ceremony to the
Imperial Acrobats of China and Judy Collins.
For years, though, the two-story Liberty Theatre, built in 1925,
was a sore spot on the corner of 12th and Commercial streets,
(continued on following page)
COMMUNITY
Annual Report 2014
21
a dead zone back in 1991. By then, it was a run-down multiplex,
sharing the building with neglected retail space and a seedy bar.
Enough was enough. Sixteen community leaders from Clatsop and
Pacific counties rallied together to resuscitate the building and
breathe life back into the downtown.
Steve Forrester, editor of The Daily Astorian, was one of them. He
says, “We wanted to make it a performing arts center. It had been
done in Klamath Falls, Salem, Medford and all
across America. When you rejuvenate theatres like
this, it brings downtowns back.”
In 1991, OCF gave two initial $15,000 grants to fund
a development director, Vera Blore, and $6.9 million came in over the next five years. Two years
“When you rejuvenate theatres like
this, it brings downtowns back.”
Steve Forrester, Editor,
The Daily Astorian
later, Forrester and others formed the 501(c)(3)
Liberty Restoration, Inc. In 2000, the organization
acquired the theatre, which it closed two years
later for renovation, then celebrated its grand
opening in 2005 with a Pink Martini concert.
Much was accomplished in the theatre’s first five
years of renovation. The 655-seat-auditorium’s
chandelier was cleaned and its ornamental plaster rosette repaired
and repainted. The replica glass canopy replaced the movie-theatre
marquee; the roof returned to its red-clay-tile roots; and the kiosk’s
copper top, long-ago discarded, was discovered, intact, in a farmer’s
barn. The stage was extended outward and new seats were installed.
Walls and ceilings got fresh coats of paint, and original oils by local
artist Joseph Nowles were touched up.
“What a brilliant venue!” Rocky Blumhagen, Portland Chamber
Orchestra baritone, writes. “The acoustics are incredible, the restoration, so beautifully done and with lights and professional sound, it
was a marvelous place to sing ‘Music of the Night’ from ‘Phantom’!”
The North Coast Symphonic Band (NCSB) is so happy with the Liberty Theatre that it’s scheduled all five of its current, 35th-season
concerts here. “The hall is the perfect size to accommodate the
large sound of 45-55 musicians. Our loyal audience
prefers the creature comforts, such as plush seating,
handicapped access and
a large lobby where they
can socialize; and the musicians enjoy the ‘green
room’ backstage,” says Janet Bowler, publicist, NCSB
board of directors.
Along with auditorium fees,
Liberty Theatre also brings in
revenues from its street-level
store and restaurant leases, and second-floor rentals.
Up here, the elegant McTavish Room invites weddings,
concerts and conferences.
The Paulson Pavilion, with its
movable walls, added 5,000
square feet to the theatre for classrooms, small meeting and
reception spaces, and a dance studio for the Astoria School
of Ballet. “This income, from 178 event days per year, brings in
80 percent at current staffing levels. So the board’s fundraising
need is only 20 percent,” says Baker-Monaghan.
The community also benefits. The Liberty Theatre attracts
more events in town, since the Astoria Music Festival also
presents performances at a local church and the community college; and the Astoria Armory offers up a full calendar.
Out-of-town visitors coming to shows fill the hotels, like the
restored, upscale-boutique Elliott Hotel, joining other recent
property renovations inspired by the Liberty Theatre’s. Wherever they’re from, audience members also boost restaurant
and retail businesses, their numbers only growing.
“It’s great to see Astoria so changed, in part because of the
new Liberty Theatre,” says Baker-Monaghan. “It’s also wonderful to impact even one person, like the 10-year-old who came
to a Tears of Joy Theatre puppet show. He had his own marionette draped over his shoulder and said as he walked in, ‘I’m
so excited to be here! This is what I’m all about.’ We made a
difference to him. And that’s what we’re all about.”
North Coast
56
Funds
66
Volunteers
214
Scholarships
$18.7 M
$2.4 M
Endowment
Leadership Council
Harold A. Snow, chair and
OCF board member
Tami Aho
Nancy Autio
Mary Blake
Garry Bullard
Trudy Čitović
Jon Englund
Cheri Folk
Frank Geltner
Bill Hall
Kara Harris
Carol Hungerford
Brett Hurliman
Thomas Hurst
Mary Jones
Linda Kozlowski
Pamela Lum
Judith Maddox-Bigby
Robert C. Moberg
Sheila Nolan
Brenda Penner
Cathy Peterson
Fernando Rogriguez Casillas
Randy Schild
Shawna Sykes
Ivy Timpe
Janet Webster
Annual Report 2014
23
Northern Willamette Valley
Kathy Evans and
daughter Celia Batlan
GUIDE
Leading by Example
Kathy Evans, Professional Advisor
E
state planner Kathy Evans doesn’t just help her clients give
back to the community: She leads by example. She donates
to the Campaign for Equal Justice and Family Building
Blocks, and has volunteered with the Boys & Girls Club Foundation, the Salem Foundation, and, until the local branch closed, the
YWCA. A Salem resident for over 30 years, Kathy enjoys contributing what she can. “Salem is a nice size,” she says. “The community
is close-knit, it’s a good place to raise a family and practicing law
here has always been a pleasure.”
Many of Kathy’s clients at Evans Batlan, the firm she shares with her
daughter Celia Batlan and son-in-law Russ Getchell, feel a similar compulsion to give back.
“Everyone has their own story
“I tell my clients what I
to tell,” Kathy says, “but generbelieve: OCF is a wellally, doing something for the
community is really exciting
run organization that
to my clients: They enjoy the
will be a good steward
idea that they can reach out
of their money.”
and do some good even after
their death.” She refers many
Kathy Evans
clients to OCF because “over
the years, OCF has just been a
great partner. They help people to see what choices are available
to them.” She and her clients also appreciate OCF’s adaptability.
“Specific charities change or disappear, but OCF will ensure that
a client’s wishes are applied in the long run — it’s very appealing
for them to have a mechanism, a conduit, for supporting a cause
indefinitely after their death. And I tell my clients what I believe:
OCF is a well-run organization that will be a good steward of
their money.”
Annual Report 2014
25
Following Their Passions
Lila and Wilbur Jackson, Donors
N
ative Oregonians and Salem residents
Lila and Wilbur Jackson aren’t your average octogenarians. At 83 and 85, they still work
out for an hour each day at the Courthouse
gym. They love getting outside: They
hike regularly, most recently on the
north fork of the Santiam, and they’ll
be taking their college-age granddaughter camping in a few weeks.
“We’ll need to dig out the old camp
stove and Dutch oven,” Lila says. And
they’ve been bitten by an adventurous
strain of the travel bug: For a number
of years, they guided multiweek hikes
and bike tours across Europe, a job
they did while on summer vacation from their
teaching and school counseling careers.
Now retired, they’re living a life full of things
that matter to them. Their passions for the environment and for children’s education and
wellness drive them to engage deeply with
their community. Lila serves on the Salem
Parks Foundation board, and Lila and Wilbur
have volunteered with their church, built and
maintained hiking trails with the Chemeketans,
and mentored and fostered children through
Stand for Children and
Family Building Blocks.
They also have a fund
at OCF, which they love
because it “helps us invest in the things that
are important to us. Investing in our kids is the
best insurance we can
have for a safe, productive and wholesome
future society, and as for the environment, if
we don’t pay attention, we’ll lose a lot of really good things that improve our world.” They
were thrilled to start their OCF fund, Lila adds.
“OCF is right on the cutting edge and does a
great job of managing the money wisely.”
Northern
Willamette Valley
120
Funds
123
Volunteers
371
Scholarships
$51.2 M
Learning to Give
Mark Burnham, Volunteer
N
orthern Willamette Regional Leadership Council
member Mark Burnham may be relatively new to
OCF, but he’s no stranger to volunteering — he’s been
doing it for most of his life. When he and his wife Cheryl
moved to Salem, for example, Mark jumped at the opportunity to join the Boys & Girls Club board. He’s been
serving with them for 14 years now and is ardent about
their work.
Working with OCF also excites him. “I find OCF offers
great opportunities. For example, the OCF Latino Partnership Program gives us a significant chance to work
for reconciliation and a positive outcome. OCF just has
so much capacity and range across the state.”
The importance of community within OCF’s mission
also dovetails perfectly with Mark’s own philosophy
of service. “Over time, as you get a little older and a
little more involved, you learn that you don’t know
how to receive until you know how to give,” Mark
explains. “You acquire a better sense of belonging
and well-being, and a sense of happiness in making
things better.”
$4 M
Endowment
Leadership Council
Sue Miller, chair and
OCF board member
Curt Arthur
Tom Bauman
Mike Blanchard
John Bridges
Mark Burnham
Deana Freres
Jose Gonzalez
Gayle Goschie
Cynthia Gruber-Condon
Jodi Hack
Susan Hopp
Jane Jones
Eric Lindauer
Selma Moon Pierce
Chelsea Pope
David A. Rhoten
Maria Schmidlkofer
Lane Shetterly
Elida Sifuentez
Erin Stephenson
Ken Wright
John Zielinski
Annual Report 2014
27
South Coast
A Better Night’s Sleep
Bill and Ann Lansing, Donors
W
hen abused and battered women and their
children in Coos Bay flee domestic violence,
they’ll find the security and support they
need at the town’s Women’s Safety & Resource Center
(WSRC). Whether people stay for only a night or up to
several months, Bill and Ann Lansing also want them to
have comfortable beds to sleep in.
“I’m overwhelmed with
gratitude for the Lansings
coming to help us. There
are people out there
who really care, and it
makes my job helping the
victims who come here
even more worth it.”
Sandy Hamrick,
Shelter Advocate at WSRC
Last November, the Coos
Bay couple recommended
an $8,000 grant through
their fund at The Oregon
Community Foundation for
24 brand-new beds. The
12 bunk beds replace the
old ones, six in each of the
WSRC’s big, two-story Cloe
House and Jane’s House.
Their gift also pays for new
mattresses, mattress pads
and eight dressers.
“We didn’t expect this at
all,” says Sara Swartling,
executive director of the WSRC. “It’s great to be able
to offer a comfortable and safe place for these ladies.
That’s huge for them — and they deserve it, because
they’re worth it. And also to know that they’ll have that,
even if they come for just a couple of nights to recover before they choose to go back into the storm, which
sometimes they do.”
CARE
Annual Report 2014
29
The beds were sorely needed. The old ones didn’t have ladders attached to them, and climbing up and down the back
was unsafe. And their thick wood frames took up so much
space the bedrooms felt too crowded. The new, metal-framed
bunk beds come with ladders, and give residents more room
to walk around and to store their suitcases and duffle bags.
One woman who recently sought emergency shelter at
WSRC says anonymously, “The whole situation for me is
uncomfortable, but the new beds kind of eased it. And it’s
nice that the staff are trying to make it more homey here.”
Sandy Hamrick, shelter advocate at WSRC, is just as grateful. She says, “When I meet victims who’ve been beat up
and don’t look you in the eye, and they’re so scared and
timid, and then I bring them in the house and someone’s
“OCF gave us a seamless way to
give, now and into the future.”
Bill Lansing
Bill and Ann Lansing enjoy a
preview of the Coos Bay History
Museum, another nonprofit they
support
cooking and they see the bedrooms, they start to open up
like a little flower. I’m overwhelmed with gratitude for the
Lansings coming to help us. There are people out there
who really care, and it makes my job helping the victims
who come here even more worth it.”
People needn’t face a crisis to benefit from the WSRC. Along
with a restful place to sleep, staff here help abused women (and sometimes men) and their children become more
aware of and learn how to best respond to violence — and
prevent it altogether — and reclaim their rightful places in
the world. But it doesn’t stop here. The WSRC also partners
with other community service organizations and individuals, offering additional help to the women. Educating the
community about abuse and healthier choices to enrich
one’s life is also an important part of the WSRC’s work.
Several years ago, while the Lansings were creating
their family’s estate plan, their advisors suggested a
donor-advised fund at OCF. Always concerned with the
needs of local children, the couple wanted to focus their
South Coast
46
Funds
88
Volunteers
218
Sara Swartling, executive director of the WSRC
philanthropy on them, first, and then on disadvantaged
families and social and culture opportunities. Bill, retired
since 2006, has a long history of giving to the community.
Under his leadership as president and CEO of Menasha
Forest Products Corporation in North Bend, Oregon, the
company was one of the most generous of all the timber
operators in the area, donating to local organizations and
schools. Bill, a twice-named “Citizen of the Year,” has also
served on many community-shaping boards and committees, and has volunteered for local organizations and
the Southwestern Oregon Community College. In 2008,
he and Ann established their fund with OCF.
“OCF gave us a seamless way to give, now and into the
future. It pointed us toward concerns that we’re not connected with, which helps us give back in areas we wouldn’t
otherwise know about. The women’s shelter fell into this
category,” he says. “Ann and I felt that a larger gift to just
one organization would have a greater impact than smaller gifts to multiple recipients. And we’d rather give money
for physical assets than for operational expenses. The new
beds aren’t a solution to end all solutions for these women,
but we hope they can give them a hand up by helping them
gain back some dignity, leading them to opportunities to
further enhance their lives.”
Scholarships
$20.4 M
$1.5 M
Endowment
Leadership Council
Penny Allen, chair
Les Cohen
Elizabeth Day
Roger W. Gould
Jennifer Groth
Bryan Grummon
Chris Hawthorne
Barbara Kronsteiner
Shala McKenzie Kudlac
Bill McNair
Christine Nichols
Georgia Nowlin
Janet Pretti
Jim Seeley
John Sweet
John W. Whitty
Annual Report 2014
31
Southern Oregon
PARTNERSHIP
An Investment in Our Future
Chuck Womer and Barbara Bean
C
ars and yellow buses pull up, and kids spill out and into the big blue
building. Whether they’re middle school students arriving on the
“club” buses or younger ones dropped off by grown-ups, more than
400 children a day know that fun and friends await them in a safe and welcoming place at the Boys & Girls Club in Grants Pass.
They are there in part thanks to funds from The
Oregon Community Foundation and generous donors like Chuck Womer and Barbara Bean. The two
friends have given to the club privately and through
OCF since 2002 and 2003, respectively. Diann Gilbertson, executive director of the Boys & Girls Clubs
of the Rogue Valley, says, “Their donations are extremely important because our organization is almost
fully supported by gifts. Without them, we wouldn’t
be able to keep our doors open. Also invaluable is
their personal, hands-on involvement in the club, and
spreading the word about its importance in the community. They’re two of our best cheerleaders.”
“Their donations are
extremely important
because our organization
is almost fully supported
by gifts. Without them,
we wouldn’t be able to
keep our doors open.”
Diann Gilbertson, Executive
Director, Boys & Girls Clubs
of the Rogue Valley
More than 3,000 members enjoy the Rogue Valley’s largest club site in
Grants Pass and its two others at Talent Elementary School in Talent and
Evergreen Elementary School in Cave Junction. “Barbara and Chuck believe in the club’s mission to provide year-round positive, fun and safe
places for all kids, helping them to build self-esteem and develop skills
necessary to make right choices, becoming responsible and productive
citizens,” says Gilbertson.
Annual Report 2014
33
“My parents were very giving people and I was raised to be the same,” Womer says.
“They taught us that when we became financially capable of sharing, we should.
I’m living comfortably, and therefore I can afford to give some of my resources to
those who don’t have the opportunities like I did. And children are the future.”
That’s why they have been the focus of his donations. Some of his grants have
gone to the Illinois Valley Club, the branch of the Boys & Girls Clubs of the Rogue
Valley in rural Cave Junction. “That’s a community that doesn’t have the support
that we get in Grants Pass.” He asks that his money be
spent on sports equipment, computers and other pro“My parents were very
gram needs.
giving people and I was
raised to be the same.”
Bean, who has served on the club’s board since 1997
and gives annually to its operations, says, “You have only
to walk into the club and see the kids actively particiChuck Womer
pating to know that it’s helping them.” They’re playing
volleyball and learning wilderness survival skills, taking
ukulele lessons and acting in plays, getting help with reading and money management, eating healthy meals for free, and just plain hanging out.
Ten-year-old Neveh says, “The Boys & Girls Club has done a lot of stuff for me,
like give me food, and a place to do my homework and have fun with my friends.”
Emilio, age 9, loves the club “because the staff are nice and it’s a good place for
kids to be safe.”
For 32 years, the Grants Pass branch, which started out as a boys boxing club,
operated out of a National Guard Quonset hut. Then in September 2002, the club
received its first OCF grant of $25,000 to build a new, 30,000-square-foot site,
triple the size of the old one. The following year, Bean, who chaired the capital
campaign, and her late husband, Bob, added their personal donation to those
Southern Oregon
161
Funds
240
Volunteers
370
Scholarships
$117 M Endowment
$6.7 M
dollars. “Without their enthusiasm and generosity, we
probably wouldn’t have built the Grants Pass Club until
years after,” says Gilbertson.
Children involved in any of the Valley’s Boys & Girls
Clubs don’t have to worry about not getting enough
to eat, which is often the case at home. In 2014, the
organization served 92,000 free dinners. “The meals
encourage the kids to come to the club. When they
do, they go to school. And when they stay in school
they do better, academically, and graduate. There’s
a direct relationship between club engagement and
higher graduation rates,” she continues.
Along the way, the club’s mentors and community
service projects help middle and high school students
develop skills and character. Gilbertson says, “It’s extremely encouraging to see a young person who, at
first, has no belief in themselves, and then becomes
empowered to be great — and dream to become anything they want to be.”
That’s what it’s all about for Bean and Womer. They
had their own childhood dreams once, and made
the most of opportunities that came their way in life.
Now they generously give back. But doing good does
more than help others. As these two OCF donors will
tell you, it also feels good.
Leadership Council
Sue Naumes, chair and
OCF board member
Cece Amuchastegui
Curt Burrill
Susan Cain
Carol Clark-Mayfield
Elizabeth Crossman
Mary Jane Dellenback
Alice Dinsdale
Eric Foster
Lyn Hennion
Molly Kreuzman
Hyla Lipson
Arlene Louis
Kate Marquez
Chip Massie
Steve Roe
Douglass Schmor
Patsy Smullin
Roger Stokes
William Thorndike Jr.
Terry Wagstaff
James Walls
John Watt
Josh Welch
Mark Wisnovsky
Charles Womer
Heidi Wright
Annual Report 2014
35
Southern Willamette Valley
E
A Community Builds
a Legacy
John Gillilan and Tim Torrey
Memorial Fund
ugene high school students John Gillilan
and Tim Torrey both loved to play sports.
So when both young men died in motor
vehicle accidents a few years apart, each set of
parents set up memorial funds to benefit student
athletes. But upon realizing a shared concern —
the per-sport annual fee that each child had to
pay the school district — they merged the funds.
“The fee is often unaffordable for families,” says
Tim’s father, former Eugene mayor Jim Torrey.
The boys’ fund now pays the fee for low-income
families and helps with equipment, uniforms
and other expenses at Sheldon High School.
“Our sons’ fund means that low-income families
never have to feel there’s a barrier to their kids’
extracurricular sports,” John’s father Rod Gillilan
Rod Gillilan and Jim Torrey
explains. “We’ve never turned
down a kid and never will.”
“It’s a great relief to have
OCF’s oversight and to
know that the money
will always go where it
belongs — to the kids.”
ing matters except cheering for the
little kid who’s trying to hit the ball.
Friendships form at these games
that last for decades. Sports are
great for community building.”
The families are pleased the fund
is housed at OCF, they say. “I’m
81 and I know I won’t be here forIt’s fitting, then, that the boys’ fund
ever,” Rod says. “It’s a great relief
was community-built. “The commuto have OCF’s oversight and to
nity contributed these funds,” Rod
know that the money will always
Rod Gillilan
says. “It means a lot to us that it’s in
go where it belongs — to the kids.
And it’s beautiful that it’ll go on forever. It needs to our son’s name, and it keeps his memory alive.”
go on forever,”
Jim agrees. “We’re very pleased that people have
Jim adds. “Keeping sport accessible has social donated to it. The hardest thing I’ve ever had to deal
value,” he says. “It’s a great social unifier. You get with is the loss of my son, but this is a legacy and a
families together, and no matter whether you’re low remembrance of both boys,” he says. “If I ever beor high income, whatever your race or religion, noth- lieved there’d be a silver lining, this is it.”
Annual Report 2014
37
Fighting Poverty on Many Fronts
Community Outreach, Inc., Grantee
I
n the global fight against poverty, Corvallis non- is to connect in a meaningful way with the chilprofit Community Outreach, Inc. is definitely on dren and their families. We offer healthy foods, a
the front lines. It offers an encyclopedic array of soothing environment, lots of outdoor play and
parenting classes for families.”
services including homeless and
emergency transitional shelter,
The OCF grant will help expand
medical clinics, women’s care,
“We’re breaking the cycle Mari’s Place, doubling the number
diabetes care and drug treatof poverty and abuse.”
of children it can serve. The grant
ment. “We also run four different
is timely, because intervening
food banks,” adds Executive Di- Kari Whitacre, Executive Director,
early is vital to these children’s fuCommunity Outreach, Inc.
rector Kari Whitacre.
tures, Kari says. “That’s where we
change lives — with the little ones.
Community Outreach’s vast selection of urgent-need services is complemented We have story after story of kids who entered our
by programs to offset the longer-term effects of school as victims of abuse or food insecurity, or
poverty. Foremost among them is Mari’s Place, with parents in treatment, and who left us for kinits childcare center, which recently received a dergarten with stability, anger-management skills
$20,000 OCF grant. Mari’s Place targets low-in- and self-assurance. We’re breaking the cycle of
come and at-risk children and provides them with poverty and abuse,” she says. “My hope is just to
high-quality, full-day care. Kari explains, “Our goal help as many families as we possibly can.”
Helping Her Clients Achieve
Their Goals
Southern
Willamette Valley
Ellen Adler, Professional Advisor
F
or Eugene attorney Ellen Adler, it all began with a coffeetable book. “When I was young, I had one of those glossy
photograph books about Oregon and I was always drawn here:
It looked so beautiful, with huge trees and mountains. So after
college, I jumped at the chance to attend grad school in Eugene,”
she says. Several years and two graduate degrees — in counseling and law — later, Ellen is deeply rooted here. And her legal
practice, which focuses on estate planning and trust and estate
administration, has become a valuable resource for Eugene and
its nearby communities.
305
Funds
229
Volunteers
721
Scholarships
$249 M
$12 M
Endowment
Leadership Council
Michael Coughlin, chair and
OCF board member
Ted and Marie Baker
Syndi Beavers
Thomas Draggoo
Kim Griffiths
Jeff Hale
Renee Irvin
Roger McCorkle
Working with clients on charitable giving is one of Ellen’s favorite parts of the job, she says. “I think they’re grateful for their
own good fortune. They want to share, to have an effect on
issues they care deeply about, and to have a positive influence in the community.” She often tells her clients about OCF;
its flexibility matches her clients’ diverse wishes. “Some of my
clients want to give during life, while others want to create legacy gifts in their wills or trusts; some appreciate recognition,
while others prefer to remain anonymous.” The variety of options available through OCF “has been really great in helping
my clients achieve their goals,” she explains. “They like that
we can work with OCF to design a plan that fits them, and that
OCF provides a cost-efficient structure to take care of the administrative work.”
Jo Ann McQueary
Carma Mornarich
Janet Morse
Gretchen Pierce
Ian Richardson
Frank Simpson
Ann Smart
Marty Smith
Carmen Urbina
Annual Report 2014
39
Grants & SCholarships
These numbers reflect the total amounts distributed, organized
by OCF’s — and our donors’ — funding priorities.
$12.6 M
$1.4 M
40 Arts & Culture
Economic Vitality
$23.1 M
Education
$20.1 M
Health & Well-being
$12.4 M
Livability
$8.2 M
Scholarships
$3.5 M
Other
$81.3 M
Total
Representative Grants
Although we’d love to list all 4,800 deserving nonprofits that received grants in 2014,
we’re simply giving you this microcosm. You can visit oregoncf.org for a full list of grants.
CENTRAL OREGON
SOUTH COAST
Fossil Players, Fossil
Kids Club of Jefferson
County, Madras
The Landing Youth & Tutoring
Center, Prineville
La Pine Park and Recreation
Foundation, La Pine
Latino Community
Association, Bend
NeighborImpact, Redmond
Rowena Wildlife Clinic, The Dalles
Sisters Schools Foundation, Inc.,
Sisters
Sunriver Nature Center &
Observatory, Sunriver
Bandon by the Sea Kiwanis
Foundation, Bandon
Bandon Historical Society, Bandon
CASA of Curry County, Brookings
Curry Arts, Gold Beach
Egyptian Theatre Preservation
Association, Coos Bay
Port Orford Revitalization
Association, Port Orford
Sawdust Theatre, Inc., Coquille
South Coast Clambake Jazz
Festival, North Bend
South Coast Development
Council, Coos Bay
EASTERN OREGON
Chief Joseph Days
Rodeo, Inc., Joseph
Desert Arts Council, Hermiston
Eastern Oregon Film
Festival, La Grande
Fishtrap, Inc., Enterprise
Great Basin Society, Princeton
Greater Prairie City Community
Association, Prairie City
Kids Club of Harney County, Burns
Morrow County Museum, Heppner
Oregon Trail Preservation
Trust, Haines
Wallowa Band Nez Perce Trail
Interpretive Center, Wallowa
Yellowhawk Tribal Health
Center, Pendleton
METROPOLITAN PORTLAND
Columbia Riverkeeper, Hood River
Hispanic Metropolitan
Chamber, Portland
Native American Youth and
Family Center, Portland
Self Enhancement, Inc., Portland
Street Roots, Portland
Third Rail Repertory
Theatre, Portland
Troutdale Historical
Society, Troutdale
Valley Art Association, Forest Grove
Verde, Portland
Washington County Health &
Human Services, Hillsboro
NORTH COAST
Business for Excellence
in Youth, Neotsu
Cedar Creek Child Care
Center, Cloverdale
City of Manzanita, Manzanita
Columbia River Maritime
Museum, Astoria
North Lincoln County Historical
Museum, Lincoln City
One of Us Productions, Yachats
Oregon Shores Conservation
Coalition, Seal Rock
Seashore Family Literacy
Program, Waldport
Sitka Center for Art & Ecology, Otis
Sunset Empire Park & Recreation
District Foundation, Seaside
Tillamook Early Learning
Center, Tillamook
NORTHERN WILLAMETTE VALLEY
Aurora Colony Historical
Society, Aurora
CAPACES Leadership
Institute, Woodburn
CAUSA Oregon, Salem
Falls City Arts Council, Falls City
Keizer Art Association, Keizer
Nomadic Teacher Educational
Programs, Inc., Newberg
Robert Newell House, St. Paul
Salem-Keizer Education
Foundation, Salem
Silverton Arts Association, Silverton
Yamhill Community Action
Partnership, McMinnville
SOUTHERN OREGON
Addictions Recovery
Center, Medford
The Ashland Art Center, Ashland
Bonanza High School, Bonanza
College Dreams, Grants Pass
Evans Valley Community
Association, Rogue River
Fort Rock Valley Historical
Society, Fort Rock
Jacksonville Woodlands
Association, Jacksonville
Klamath Watershed
Partnership, Klamath Falls
Lake Health District, Lakeview
The Rose Circle Mentoring
Network, Talent
Rusk Ranch Nature
Center, Cave Junction
SOUTHERN WILLAMETTE VALLEY
CASA of Linn County, Albany
A Family For Every Child, Eugene
FIRST FORCE, Corvallis
The FISH of Roseburg, Roseburg
Glide Booster Club, Glide
KXCR Community Radio
Partners, Florence
Linn County Historical
Museum Trust, Tangent
Oakland School District, Oakland
Pleasant Hill Community
Theatre, Pleasant Hill
Sutherlin Community
Resource Center, Sutherlin
Switch Back Computer
Café, Mill City
Annual Report 2014
41
THIS
Since 1973, Oregonians have worked
with OCF to make lasting gifts for
the betterment of our state. Each
of the funds listed on the following
pages represents a generosity
of spirit and a commitment
to community. Together, they
guarantee incalculable collective
impact for generations to come.
The OCF Funds
Annual Report 2014
43
Glide High School students at the Oregon Shakespeare Festival
DESIGNATED FUNDS allow the donor to name one or more specific
organizations to receive annual support.
44 New Funds in 2014
Existing Funds
Dorothy M. Bumala Fund
John S. Ettelson Fund
Friends of Equamore Foundation Fund
Scott and Pamela Gibson Family Designated Fund
Roger G. Hewitt Fund for Youth Symphony of
Southern Oregon
Everett Hill Fund
Knight Cancer Institute Endowed Fund
Kochis Family Fund for Kings Valley Charter School
La Grande School District - McManus Endowment
Fund
Leeanne J. MacColl Fund
Susan F. Naumes Life Insurance Fund
North Coast Land Conservancy Endowment Fund II
Ophelia’s Place Endowment Fund
Manford L. Rathbun Memorial Scholarship Fund
Byron Ruppel Fund
Seaside Scholarships Endowment Fund
Robert O. Simons Designated Fund II
Talent Library Fund
Albany Library Scharpf Endowment Fund
Alumni Fund for Eugene International High School
Ames-Fluhrer Charitable Fund
Animal Aid Fund
Anonymous Fund #16
Jesse Applegate Pioneer Historical Cemetery Fund
Cecil R. and Elaine H. Armes Memorial Fund for the
Friends of Mt. Pisgah Arboretum
Frederick J. Artz and Jane C. Artz Fund
E.J. and Ursula Badger Fund
Betty L. Baker Fund
Dean L. Baker Fund
Landrum E. Baker Fund
Beaumont-Rogers Tryon Creek Children’s Fund
Charles and Norma Beek Charitable Fund
Wilford H. and Janice E. Belknap Fund
Pietro and Marjorie B. Belluschi Designated Fund
Bernards-Hermens Fund
Katherine Bisbee Fund
Bosco-Milligan Fund
George and Sarah Bottoms Fund
Arthur James Boucot Research Fund
Boys & Girls Club Community Endowment Subfund
of the Boys & Girls Club of Southwestern Oregon
Endowment Fund
F. Willis Smith Subfund of the Boys & Girls Club
of Southwestern Oregon Endowment Fund
Stamper Family Endowment Subfund of the Boys
& Girls Club of Southwestern Oregon Endowment
Parent Fund
William J. Sweet Tennis Center Subfund of
the Boys & Girls Club of Southwestern Oregon
Endowment Fund
Eileen Maret Brown Fund
Garthe and Grace L. Brown Fund
Garthe Brown and Grace L. Brown Fund II
Walter and Clora Brownfield Animal Fund
Walter and Clora Brownfield Sunshine Fund
Ella Munro Burdin Fund
Robert E. Burleigh Fund
Richard J. and Linda M. Carney Fund
Ed Cauduro Fund for Pacific Northwest College of Art
Central Lutheran Church Pastor P.J. Luvaas
Memorial Fund
Chambers Family Fund
Nancy R. Chandler Visiting Scholar Program
Clackamas Mental Health Fund
Elizabeth Church Clarke Fund
Club 53 Endowment Fund
The Combined Fund for the Eugene Public Library
D.J. Conway and Josephine Vilott Woolery Conway
Fund
Cooley Family Fund for Critical Research
Everett R. Coovert Fund
Roy R. and Laurie M. Cummins Fund
Decherd Fund
Cornelius and Mildred Dixon Memorial Fund
Douglas County Youth Orchestra Fund
Bruce and Sharon Douglas Designated Fund
Drain Civic Center Fund
Franklin G. Drake Fund
Talmer and Selma Dybvad Fund
Elk Rock Garden Fund
Rose A. Ellison Designated Fund
Evans Family Music Scholarship Fund
William G. and Ruth T. Evans Designated Fund
Leon and Esther Feldstein Fund
Earl and Jane Ferguson Fund
William Sterling Findlay and Susan Halton Findlay
Fund I
Fund II
Fund III
Mary E. and Carl W. Finstrom Designated Subfund
Hallie E. Ford Endowment Fund for Arts in Education
Donald H. Frank Designated Subfund
Friends of Astoria Column Fund
Friends of Menucha Fund
Friends of the Mounted Patrol Fund
Friends of St. Francis Fund
Friends of Vernonia Public Schools Fund
Emilie F. and Don C. Frisbee Fund
Fund for Douglas County Youth Orchestra
Ruel D. Gierhart Eugene Public Library Permanent
Endowment Fund
Merle R. and Frances M. Gilb Fund
John Gillilan/Tim Torrey Memorial Fund
Gleason Family Designated Fund
Winifred Glossop and Asenath Evans Fund
Goldy Family Designated Fund
Elsa and Marjorie Goodyear Eugene Public Library
Endowment Fund
Grant High School Class of ‘46 Needs-Benefit Fund
Elizabeth N. Gray Fund
John D. Gray Audubon Society of Portland Fund
Gray Family Chair for Innovative Library Services at
Oregon State University Fund
John D. Gray Friends of Tryon Creek State Park
Fund
Joe and Teresa Greco Memorial Fund
John and Carol Hampton Endowment Fund for the
Portland Opera
Hart Mental Health Fund
Hatfield Archivist Fund
Ruth Henderson Fund
The Hendricks Park Native Plant Garden Fund
Tom and Gloria Hillstrom Fund
Edna L. Holmes Literary Arts Fund
Mary Duby Honderich Designated Fund
Arthur Honeyman Fund
Frank Hood Young Video/Filmmakers Fund
Hope and Faith Fund
Mary E. Horstkotte Designated Subfund
Hospice Assistance Fund
Annabelle and Henry Houser Family Charitable Gift
Fund
Alfred J. Huber Fund
Hughes Family Fund fbo Enterprise High School
Margaret E. Hull Fund
Margaret E. Hull Mercy Ships Fund
Charles and Lynne Humble Fund
William H. Hunt Oregon Symphony Association Fund
Gordon Hunter Fund
C.S. Jackson Memorial Library Fund
Alan James Fund
Robert C. and Betty E. Janeway Fund
Jaqua Fund
Robin Jaqua Relief Nursery Fund
JumpstART Fund
KMDsm Fund
Knight Community Information Challenge Fund
Walter G. and Marija C. Kuzman Designated Fund
Lake Oswego Adult Center Fund
Greg Lane Memorial Fund for the Arts and Sciences
Dorothea M. Lensch Fund
Library Association of Portland Endowment Fund
Library Association of Portland Reserve Fund
Eleanor Lieber Auditions Fund
The Lucky Dog Fund
Mabel and Allan MacKenzie Designated Fund
march wellness Cardio Therapy Fund
Merta J. Mason Fund
Tokio Pat and Florence K. Matsushita Endowment
Fund
Jim McBroom and John H. Weston Charitable Fund
Sir James and Lady McDonald Designated Fund
Meals on Wheels - Case and Velma Hamlin
Designated Fund
Mr. and Mrs. William B. Mersereau Jr. Fund
Verl and Dorothy Miller Designated Subfund
Bud R. Moore and Wynema N. Moore Fund
Vincent and Virginia Moore Fund
Vincent and Virginia Moore Fund No. 2
John Mosser Fund
J.L. and M.F. Murdock Family Fund
Mike and Laura Naumes Designated Fund
Neighbors for Kids Fund
Newman Foundation of OSU Endowment Fund
John and Ginger Niemeyer Clackamas Community
College Funds for Excellence Subfund
James V. Norlen Memorial Fund
O’Connor Family Fund
Terence O’Donnell Fund
Michael John Okie Fund
Kurt and Lois Olsen Designated Subfund
Oregon Designated Fund
Oregon Latino Scholarship Fund
Pendleton Public Library National Parks Collection
Fund
Catherine H. Percival Fund
Arthur Perry Memorial Fund
Lawrence H. Pierce Fund A
Lawrence H. Pierce Fund B
Lena L. Pierce Fund
H.M. (Matt) Pihl Sr. Family Fund
The Domenico and Giovanna Pontrelli Endowment
Fund
Property Maintenance Fund for the First Christian
Church at Portland, Oregon
Elaine and Vittz-James Ramsdell Fund
Frederick O. Rankin Eugene Public Library
Endowment Fund
Leland C. Ratcliff Fund
Leland C. and Erna N. Ratcliff Fund
Mark and Nichol Pendell Rauch Fund
Jerry and Evelyn Reed Fund
Michael V. Reed Fund
Sarah (Richter) Ritchie Fund
Richard Robinson Fund
Alice Robitschek Fund
Vera and Lawrence Rockwood Fund
Sumner and Adele Rodriguez Fund
Miriam Rosenfeld Memorial Fund
William D. and Ruth D. Roy Fund
Rural Nursing Excellence Endowment Fund
Charles and Effa Sage Gold Beach High School
Fund
Hubert and Ludmila Schlesinger Fund
Karen M. Schroth Fund
Frank W. and Mabel Settlemier Fund
Leslie and Dorothy Sherman Fund
Anthony and Adele Smith Designated Fund
F. Willis Smith Fund
James G. and Ruth E. Smith Designated Fund
South Benton Community Enhancement Fund
Herbert and Betty Spady Fund
Speroff Family Fund
The James S. and Ivy T. Stacy Fund
Francine Foreman Stauffer Endowment Fund
Dorothy Hester Stenzel Fund
Donald Sterling City Club Fund
Dorothy E. Stewart Fund
L.L. Stewart Northwestern School of Law Fund
L.L. Stewart Oregon State Parks Student Internship
Fund
L.L. Stewart Oregon State Parks Volunteer Award
Fund
Mr. and Mrs. L.L. Stewart Subfund I
Mr. and Mrs. L.L. Stewart Subfund II
William H. and Cathy A. Stoller Fund
Donald and Maxine Stookey Memorial Fund
Clayton and Edith Strain Memorial Fund
Gordon Strain Memorial Fund
Robert M. and Cecilia A. Stuckart Fund
Lina H. Sturgis Memorial Library Fund
M. Jean Sullivan Fund
Reggie Sullivan Memorial Scholarship Fund - BE
Sunshine Division Inc. Fund
Dr. Kenneth C. Swan Endowment Fund
Christine and C.F. Swigert Jr. Endowment Fund for
the Benefit of OMSI
Helen M. Swindells Tenant Relief Fund
Bob and Joan Taylor Family Designated Fund
Mark and Melody Teppola Family Fund
Elizabeth Till Fund
Rodney W. and Martha G. Tripp Memorial Fund
Ron Trolle and C. Helyn Trolle Endowment Fund
Betty Long Unruh Arts Fund
Betty Long Unruh - Mercy Medical Center Fund
Dr. John Wm. and Betty Long Unruh Portland Art
Museum Fund
Betty Long Unruh Theatre Fund
Dr. John Wm. and Betty Long Unruh UCC Performing
Arts Fund
Warren Youth Athletic Scholarship Fund
Scotty and Buena Washburn Endowment Fund
Scotty and Buena Washburn Endowment Subfund
FBO Salem YMCA
Recil and Violet Watson Alzheimer’s and Related
Disorders Fund
Western Lane Community Foundation Fund
OCF Joseph E. Weston Public Foundation Fund
Weston Public Foundation Charitable Trust
Collister Wheeler Fund
Jim S. and Mildred W. Whipple Fund
Whitaker Ponds Endowment Fund
Isam and Rose White Fund
Ben and Elaine Whiteley Fund for Pacific University
Ben and Elaine Whiteley Fund for Portland Opera
Association
Wilberger Foundation Benton County Search and
Rescue Fund
Wilberger Foundation Linn County Search and
Rescue Fund
Frances W. Winslow Fund
John and Frances Winslow Family Fund
John S. Winslow Fund
Harriet M. Winton Fund
Chuck Womer Fund for Rogue Community College
Scholarships
John W. and Isabelle S. Woolcott Fund
Thomas Wrightson Fund
Juan Young Fund
Youth Shelter House Endowment Fund
Sidney and Lillian Zetosch Fund
Annual Report 2014
45
Marc Liner and Janet Webster,
Newport 40th Anniversary
Celebration
Kim McNamer, Romy Mortensen and Zach Boone, Bend 40th
Anniversary Celebration, Sunriver
DISCRETIONARY FUNDS let donors entrust
the Foundation’s board to make grants to meet the greatest
current needs.
Existing Funds
Caldera and Fallen Fruit’s Urban
Fruit Trails potting party
Taylor and Alice Alexander Fund
Van Evera and Janet M. Bailey Fund
Lillian Baumann Fund
Jerome S. and Barbara Bischoff Fund
Blue Cross/Blue Shield of Oregon Fund
Henry J. Casey Fund
Helen L. Colgan Fund
Dant Family Fund
Floyd Dement Charitable Fund
Janette G. Drew Fund
Shelton H. and Mary I. Duff Fund
J.G. Edwards Fund
Donald H. Frank Fund
William G. Gilmore Fund
Erica and Peter Goodwin Fund
Mr. and Mrs. Edmund Hayes Sr. Fund
Elizabeth Hiller Memorial Fund
Harold S. and Elizabeth B. Hirsch Fund
Edna L. Holmes Fund
Carl J. and Alma Johnson Fund
Arthur H. Klug Fund
Gloria J. Lyon Fund
Thelma D. McCulloch Fund
Sir James and Lady McDonald Fund
Mr. and Mrs. William B. Mersereau Fund
Eva Chiles Meyer Fund #1
Miller Charitable Fund
Louise Minty Fund
Phillip Murthe Fund
A. Ted and Doris E. Nelson Fund
Jerry and Corrine Nothman Fund
Robert H. and Elizabeth C. Noyes Jr. Fund
Robert H. Noyes Jr. Fund
Kurt and Lois Olsen Fund
The Oregon Community Foundation Fund
The Oregon Fund
John and Netta B. Parke Fund
Betty Lou Roberts Fund
H.J. and Grace Sandberg Fund
Sigel/Wagenknecht Fund
Milton Smith Fund
Robert and Hedy Snow Fund
Robert M. Stafrin Fund
Frances A. Staten Fund
Douglas L. Stoudt Fund
Clayton and Edith Strain Memorial Fund
Christine and C.F. Swigert Jr. Fund II
Swindells Family Fund
Val Taber Memorial Fund
Harold A. Wagner and Mildred A. Wagner Fund
John and Jane Youell Fund
Existing Funds
The Moll Family, Eugene 40th Anniversary Celebration
DONOR ADVISED FUNDS offer a
personalized approach to philanthropy, with donors actively
involved in choosing organizations to receive grants.
New Funds in 2014
Anderson Family Advised Fund
John and Carol Arnsberg Family Fund (Step-up)
Dottie and Eli Ashley Fund
Amber and David Austin Family Fund
Bergmann Family Fund
Estelle Leong Bergstrom Charitable Fund
Central Oregon Arts and Education Fund (Step-up)
Joan M. Corcoran Fund
Crilley/Rowbottom Fund
The Divine Will Fund
Evens Do A Little Fund (Step-up)
Evergreen Charitable Trust Fund
Susan Foster and David Bosworth Fund
Fritz Family Fund (Step-up)
Carl S. Goebel Memorial Fund
Goetze Powell Fund
Goudy-Powell Legacy Fund
Blair A. Holman and Virginia I. Tabor Fund (Step-up)
Steve and Jan Hooper Fund (Step-up)
James 1:27 Fund
Robin Jaqua Fund
The Kelly Fund
The Kralj Family Fund
Douglas Crary Laidlaw Charitable Fund
Kathleen Lewis Fund
Graham Lhenne Foundation Fund
The Manell Fund
MBW Fund
Herbert J. Merker Fund
Moceri Fund
John M. Moreland Fund
Alex Newport-Berra FUNdation Fund
Paws & Pals Fund
Plumas Family Fund
Maggie Purves Fund
RAM Foundation
David and Pamela Richardson Family Fund
The Ross Family Fund (Step-up)
The Alex Rovello Memorial Fund (Step-up)
The Myron and Sharon K. Satrum Family Fund
Paul J. Schutz, MD, Memorial Fund
Littia Schwarz Fund (Step-up)
Shramek Fund
Sierras Fund
Simply Music Fund (Step-up)
Single Step Fund
Wilson W. Smith III Fund
Stetson Family Fund
Cal and Jerry Sumner Fund
The Tamolitch Fund
Teller Tykeson Fund
Thoeresz Family Fund (Step-up)
Tiger Heritage Fund
Tisana Fund
Tokarski Family Fund
John R. and Susan B. Turner Family Fund
Van Cise Family Fund
Hubert J. and Linda K. Van Peenen Fund
Heather Nicole Wallace Memorial Fund (Step-up)
Why Not Fund II
Wilkins Family Fund
Winquist Family Fund
A & A Charitable Fund
Gail L. Achterman Fund
Acme Bader Community Fund
Acorn Fund
Agate Fund
Albina Fuel Company Fund
Sheryll and J.P. Aleskus Jr. Fund
Dick Alexander Capital Pacific Memorial Fund
Allis Family Fund
Kevin and Irene Alltucker Family Fund
Amici-Mueller Oregon Fund
Anderson Family Wild Gift Fund
Heidi H. Anderson Early Childhood Education Fund
Andrews-Cohn Family Charitable Fund
Anne T. Angel Fund (Step-up)
Angell Family Fund
Angell Legacy Fund
Angelos Fund
Anonymous Fund #8
Anonymous Fund #17
Anonymous Fund #19
Anonymous Fund #22
Anonymous Fund #26
Anonymous Fund #27
Anonymous Fund #28
Anonymous Fund #29
Anonymous Fund #31
Anonymous Fund #33
Anonymous Fund #43
Anonymous Fund #46
Anonymous Fund #50
Anonymous Fund #W44
Appel Family Fund
Applegate Library Fund
Jeanne I. Arbow Fund
Robert C. and Mariam B. Arthur Family Fund
Ater Family Fund
Mary-Alice and Richard Atiyeh Fund
Richard and Mary-Alice Atiyeh Fund
Frank H. Ault Fund
Helen E. Austin Pioneer Fund
David Axelrod and Marilyn Couch Fund
Back 40 Fund
Mark and Patricia Baker Family Fund
Valerie Baker Fund
Juliette D. and Paul A. Barber Fund
Chad Barczak Fund
Florence V. Barnhart Fund
Baron/Gilbert Fund
Theodore P. and Jean B. Barss Family Fund
The Barth Family Fund
Thomas H. and Sarah K. Bascom Fund
Karen and Edward Bassett Fund
Bates Family Charitable Fund
John Bauers Family Fund
Tom and Diane Bauman Fund
Bazillion Books for Kids Fund
Robert H. and Barbara S. Bean Fund
Beck Family Fund
David E. and Mary C. Becker Fund
Annual Report 2014
47
Lynne Butterworth and Heidi
Wright, Klamath Falls 40th
Anniversary Celebration
Beckham Fund for the First Baptist Church of Coos
Bay, Oregon
Patricia H. and John C. Beckman Fund
Beeman Fund
C. Wade and Marie D. Bell Fund
Peter and Susan Belluschi Family Fund
The Benfield-Blankenship Family Fund
Curt and Carol Bennett Family Fund
Bill and Katie Berg Fund
Bildung Fund
Mia Birk Fund
C.M. Bishop Jr. Family Fund
Elizabeth and Mac Bishop Family Fund
J & S Bishop Fund
Peter Bishop Fund
Lawrence S. and Susan W. Black Fund
John L. and Christina H. Blackwell Fund
William F. Blitz Fund
S.I. Jaggar Blount Fund
William K. Blount Family Fund
Blumenauer and Kirkpatrick Family Fund
Mr. and Mrs. William B. Boone Fund
Brian and Gwyneth Booth Fund
David A. Boulton Fund
Barbara Bowerman Fund
E.H. and M.E. Bowerman Advised Fund
Jon Bowerman Advisory Fund
Brauti Family Fund
Elizabeth and Matthew Brennan Fund
Brewer Family Fund
Bonnie L. Brod Fund
William M. Brod Fund
Brodie Family Fund
Larry and Dori Brown Family Fund
Allen Brown S.T.E.A.M. Inspiration Fund
Judy Browning Memorial Scholarship Fund
Burczak Family Fund
Ruth Burleigh Fund
Robin and Dick Burnham Family Fund
Burns Family Fund
Bussman Family Philanthropic Fund
Bustos Lopez Family Fund
The Cabana Fund
David P. Cady Memorial Fund
Candace Callan Fund
Calypso Fund
Camassia Fund
Robert G. and Dorothy N. (Sue) Cameron Family
Fund
Campagna Family Fund
Duncan and Cynthia Campbell Fund
The Campbell Group, LLC, Oregon Fund
The Courtney Campbell Fund
Clifford and Doris Carlsen Family Fund
Marlan and Angela Carlson Family Fund
Harriet Carpenter and Anita Pace Charitable Fund
John and Marlis Carson Fund
Denise Carty and Roger Brown Family Fund
Casey Family Fund
The Catalyst Fund (Step-up)
Ed Cauduro Advised Charitable Fund
Ed Cauduro Fund
Cavin Family Fund
William and Constance Chambers Family Charitable
Fund
Bob and Yvette Chandler Family Fund
Robert W. Chandler Fund
Robert W. Chandler II Fund
Robert W. and Marjorie C. Chandler Fund
Robert W. and Nancy R. Chandler Fund
Jeff Chase and Patti Warner Fund
Alyce R. Cheatham Family Fund
Rodolph and Cherie Chevalier Fund
Children’s Resource Fund
Mike and Simone Chilton Family Fund
Chinn Family Fund
The Chinn Family Charitable Fund
Chintimini Fund
CHS Fund
Mary Clark, Edgar Clark and Janet Roberts Family
Fund
Coast Fork Fund
Cogdall Family Fund (Step-up)
Arlene Siegel Cogen and Mitchell J. Cogen Family
Fund
Coleman Family Fund
Robertson E. Collins Fund
Collyer Hitchcock Family Fund
Columbia Community Fund
Comerford DiDente Family Fund
Edwin E. and June E. Cone Fund
Edwin E. Cone Neighborhood Park Fund
Consolidated Supply Co. Fund
Helen E. Cook Family Fund
Lori and Les Cooper Fund
Copper Windmill Fund
Joan M. Corcoran Fund
Steve and Susan Corey Family Fund
Lauren, Ashley and Caitlin Cornwall Fund
Cottonwood Fund
Coughlin Family Fund
J. Glenn and Ellen A. Cougill Fund
John A. and Phyllis S. Courtney Fund
Marcile Bates Cowlin Fund I
Marcile Bates Cowlin Fund II
Sandra Coyner and Joseph Graf Fund
Crane Creek Family Fund
Margery F. Crist Fund
Stan and Julie Culver Fund
Curran Family Fund
Lois Hubbard Curtner Fund
Cushman Family Fund
Deibele Family Fund
Delbrueck Family Fund
Harry L. and Kaaren M. Demorest Family Fund
Denison Family Fund
Louie J. and Margaret H. DeSantis Fund
Katharine Diack Fund
Howard and Edna Dietrich Children’s Fund
Dobbins Family Fund
Bobbie Dolp Advised Fund
Dennis and Marilee McIntee Dolph Foundation Fund
Rudy and Debbie Dory Fund
Doug and Connie’s Visual Art Fund
The Dragonfly Fund
Drake Family Fund
Margueritte Hirschbuhl Drake Fund
Ashley K. Drew Foundation Fund
Cecil W. and Sally Anne Drinkward Fund
Wayne and Julie Drinkward Family Fund
Stephen and Nancy Dudley Family Fund
Brittany Dunn Fund (Step-up)
Karen and John Durkheimer Family Fund
Dyess Family Fund
Early Learning Fund
Karen and Bill Early Fund
Easton Koehler Family Fund
Echo Fund
Eckman Family Fund
Jane A. Ediger Fund
Elkins Family Fund
Elliqua Fund
Benjamin and Laura Ellis Charitable Fund
Edna English Fund for Archaeological Studies
Englund Family Fund
Larry T. and Jeanette T. Epping Family Fund
Gary and Sandra Etlinger Fund
Eugene Federal Courthouse Education Fund
The Eugene Veterans Memorial Park Fund
William G. and Ruth T. Evans Fund
Evergreen Fund (Step-up)
Evergreen Hill Fund
Evergreen Hill Education Fund
F & C Fund
The Faerie Godmother Fund
Fare Well Fund
Melvin Federlein Fund
Sharon M. Fekety Fund
Patricia Ferguson-Steger and Paul Steger Family
Fund (Step-up)
Fidanque Family Fund
Thomas P. Fink and Marilyn K. Fink Family Fund
Fleck Family Fund
The Fogg-Abbott Family Fund
Ford Family Fund
The Ford Family Foundation Fund
Susan Foster and David Bosworth Fund
Joseph R. and Judith Ann Fox Family Fund
Timothy and Jeanne Freeman Fund
Patricia Friedland Fund
Don C. and Emilie F. Frisbee Fund
Frishkoff Family Fund
Frog & Toad Are Friends Fund
Mark Frohnmayer Advised Fund
The Full Moon Fund
Carole Gaffey Fund
Eva and Gabriel Ganje Family Fund
Robert S. and Janice K. Gates Fund
Gaylord-Eyerman Family Fund
H. William and Patricia J. Gazeley Fund
Robert D. Geddes and Cameron G.R. Geddes Family
Fund
Gemmell Family Fund
Gerlinger-Lyman Family Fund
Gordon H. and Patricia A. Gerretsen Fund
Gilleland Family Fund
William G. Gilmore Fund
Jane and Bill Gilpin Fund
Verda M. Giustina Fund
Giving Tree Fund
Jane and Howard Glazer Fund
Peter and Cyndie Glazer Fund
Dan Gleason Fund
Tom Gleason Fund
Gobble Fund
Gobez Fund
Goldy Family Advised Fund
Goodmonson Family Fund
Douglas and JoAnn Gordenier Family Fund
Goudy-Powell Family Fund
Grasmajeto Fund
Green Grove Fund
GreenSprings Fund
The Diane Gregg Charitable Fund
The Glenn Gregg Private Property Justice Fund
Gary O. and Carol Nunn Gross Fund
Gruber-Condon Family Fund
David and Marlene Amato Guasco Fund
Kenneth and Mary Lou Guenther Fund
Gustafson Family Fund
Haldorson Fund
Haley Family Fund #2
Jill Richardson Hall Family Fund
Albert B. and Jean E. Hallstrom Family Fund
Terry and Shanon Hamilton Fund
Fred Hamlin Family Fund
Susan L. Hamlin Family Fund
Susan Hammer Fund
Hampton Family Foundation
Hands & Feet Charitable Fund
James R. Hansen, M.D., Diabetes and
Endocrinology Fund
Hardt Family Fund
Harrington Fund
Betsy Elizabeth Hauge Fund
Richard P. Haugland Fund
David R. and Donna R. Hawkins Fund
Hawley Family Fund
Beverly and Erroyl Hawley Family Fund
John and Dorothy Hay Fund
Hayes Fund
Anna Wheeler Hayes Fund
Ned and Sis Hayes Family Fund
William and Julie Headley Fund
Collins and Wendy Hemingway Fund
Rocky and Laura Henderson Fund
Hennion Family Fund
Reeve Hennion Memorial Subfund of the Hennion
Family Fund
Hershner Family Fund
The Hetherington Fund
Charles and Christie Hewitson Fund
Gregory and Linda Hewitson Fund
Matthew and Marsha Hewitson Fund
Hidden Valley High School Future Business Leaders
of America Fund
Jane Higdon Memorial Fund
Jane Higdon Memorial Fund for Bicycle Safety
Hill Family Foundation Fund
Hill Fund
Jeffrey V. and Anne P. Hill Family Fund
Hirko Family Fund
His Hands Reaching Fund (Step-up)
F.J. Hodecker Family Fund
John and Lari Hodecker Family Fund
Robert and Jeannette Hofer Fund
Judith K. Hofer Philanthropic Fund
Ronna and Eric Hoffman Fund
Elizabeth S. Holden Fund
Hollander Watkins Family Fund
Sue and Mike Hollern Family Fund
The Hollis Fund
Mary D. and Thomas W. Holman Fund
Thomas W. Holman Jr. Memorial Fund
The Honey Pot Fund
Hope Fund
Hope For Today Fund
Hope For Tomorrow Fund
The J & W Hope Fund
Nancy Horstkotte Memorial Fund
Henry and Annabelle Houser Family Fund
Margaret E. Hull Advised Fund
Robert H. and Cecelia Huntington Fund
Irvin and Janette Huntting Fund
Huntting Family Fund
Richard S. Huson Family Fund
Hutchins & Skeggs Family Fund
Hutchison Family Fund
Ing Family Fund
Marianne Steflik Irish Fund
Henry Itkin Fund (Step-up)
Wilbur and Lela Jackson Family Fund
Jaffe Family Fund
Marion Baird Janney Fund
Anne Jaqua and Family Fund
Jim and Mary Jaqua Fund
John and Robin Jaqua Fund
Jon V. Jaqua and Kimberly B. Cooper Fund
Kate and Victoria Jeans-Gail Fund
Travis Stovall, Statewide Leaders
Gathering, Sunriver
Jene Fund
Warren and Barbara Jones Fund
George and Elizabeth Joseph Family Fund
Monroe A. Jubitz Family Fund
Frank and Julie Jungers Fund
JYN Environmental Fund
Sue and Gary Kaufman Fund
Kaye Family Fund
Keane Family Fund
Mr. and Mrs. Michael L. Keiser Fund
Keller Fund
Kelley Fund
Kelley-Zagunis Crew Advancement Fund
Kelly Family Fund
Julie and Terry Kem Fund
Susan L. Kem Fund
Harry and Marguerite Kendall Fund
Jane R. Kendall Family Fund
Thomas A. Kerns M.D. Endowment Fund
Kerr/Labbe/Lowe Family Fund
Ketterling Family Fund
Kiilsgaard-Greene Fund
King Family Fund
Robert G. Kirby Fund
Elizabeth Kirk-Fulton Fund (Step-up)
Ron and Linda Klein Fund
Kloos Family Fund
Kurt and Mary Koehler Fund
Neil Koehler and Cindy Toy Family Fund
Peter H. and Alice M. Koehler Fund
Karen and Wilmar Kohne Fund
Koons Family Fund
Kottkamp Family Fund
Jeffrey C. Kozlowski Fund
Sue C. Kupillas Fund
Walter G. and Marija C. Kuzman Fund
James C. and Carol A. Kyle Fund
Eli and Madeleine Lamb Family Fund
The Bill and Ann Lansing Fund
Louise E. Larsen Fund
Lau-Layton Family Fund
William and Emmy Lawrence Family Fund
Annual Report 2014
49
Erika Leaf Family Fund
Leatherwood Family Fund
LeBlanc Family Fund
Wes and Nancy Lematta Fund
Leonetti-Moon Family Trust Fund
Levers-Manhart Charitable Fund
Irving Levin and Stephanie Fowler Fund
Levy/Thomas Fund
Carol Schnitzer Lewis Fund
Kenneth and Colleen Lewis Fund
Susanne and Sandra Lewis Fund
Joanne M. Lilley Fund
Eric and Hollie Lindauer Fund
Sylvia Linington Fund
Little Liam Fund
Janet Wong Liu Fund
Richard A. Loescher Fund
John Long Memorial Fund
Lottis Family Fund
Lowe/Lowenhaupt Family Fund
Mary L. Lowry and Marylee A. Lowry Memorial Fund
John L. Luvaas Family Fund
Lynch Family Fund
Luanne and Jeff Lynn Family Fund
Lynn’s Smile Fund
MacKenzie Family Fund
MacMurray Family Fund
Madison-Waldo Arts Fund
William and Mary Mainwaring Fund
Make a Difference Fund
Mann-Crawford Charitable Fund
Thomas J. and Carolyn R. Maresh Family Fund
Marie Anne Family Fund
Mary and Pete Mark Charitable Fund
M. and L. Marks Family Fund
Malcolm Marquis Fund
Tony and Janice Marquis Fund (Step-up)
Marshik Family Fund
Elizabeth G. Maughan Charitable Foundation Fund
Maxfield Family Fund
Mayberry-Copenhaver Family Fund
McAllister Education Fund of the PNW Sales &
Marketing Group
Paul and Sally McCracken Fund
Robert K. and Judith A. McDermott Fund
Peter and Jill McDonald Fund
McFarlane-Stoinoff Fund
William and Joyce McHolick Fund
McKenzie Oaks Ranch Fund
Robert McMahon Fund
McMurchie Family Fund
Arthur and Aileen McNett Charitable Fund
Tim and Jo Ann McQueary Fund
Melvin and Carol Mead Fund
Roger and Laura Meier Fund
Ruben J. and Elizabeth L. Menashe Designated
Fund
Clarence and Colleen Mershon Family Fund
Eva Chiles Meyer Fund #2
Lora and Jim Meyer Family Fund
Meyer Memorial Trust Fund
Micah Fund
Michael Family Fund
Frank and Barbara Mikesell Fund
Charles E. and Mary Miller Family Fund
John and Susan Miller Fund
Edith Henningsgaard Miller Fund for the Benefit of
Astoria
Anne K. Millis Fund
Mills Family Fund
Jack and Kate Mills Fund
Mintkeski Family Fund
Alan and Brenda Mitchell Port Orford Community
Fund
Charles and Gay Mitchell Family Fund
Mitzvah Fund
Moceri Fund
Beverly D. Moffatt Fund
Craig W. and Linda J. Moore Family Fund
Michael and Jo Ann Mooser Fund
Morey Family Foundation Fund
Walt and Peggy Morey Fund
Don Morissette Charitable Fund
Morrison Family Fund
Dave and Pat Moss Family Fund
Moss Family Fund
Lynda and Dylan Mueller Fund
Murakami Family Fund
Jim and Dianna Murphy Fund
Music Counts! Fund
Nathan Family Charitable Fund
Mike and Laura Naumes Family Fund
Susan F. Naumes and Diane L. Mathews Fund
Near Family Foundation Fund
Brent and Natsumi Neilsen Family Fund
Neilsen Family Fund
Doug Nelson and Shila Fisher Fund
Roscoe Nelson Jr. Fund for Pro Bono Law Services
to the Poor
William Neuhauser and Laura Byerly Oregon Fund
The Neuner Fund
Steven and Jeanne Neville Fund
Newell Creek Canyon Restoration Fund
Robert and Melinda Newell Opportunity Fund
The Nicholas Fund
John and Ginger Niemeyer Fund
Dee Niskanen Family Fund
Nolan-DeJager Fund
Roberta Nordahl Memorial Fund
North Rim Deschutes River Fund
Elinore and Jerry Nudelman Fund
NW Natural Richard G. Reiten Leadership Fund
The NW Natural - Mark Dodson Fund
O’Banion Family Scholarship Fund
OCF Founder’s Fund
Milton and Martha Olshen Fund
Kristine Olson Fund
Olson Family Fund
Olsrud Family Fund
Oneatta Fund
Oral Health Funders Collaborative Fund
John Ormond Family Fund
Ormseth Family Fund
Over the River and Through the Woods Fund
Ozbeam Fund (step-up)
P.A.G.E. Fund
Paladin Fund
Pankratz Family Fund - I
Pankratz Family Fund - II
Pankratz Family Fund - III
Pankratz/Murphy Family Fund
Parkinsons Northwest Group Fund
Eric and Janet Parsons Family Fund
Parsons Family Fund
Patton Family Fund
The Pearl Fund
Morton and Sophie Pelzner Memorial Fund
Phoenix Fund
The Pitbladdo Fund
Portland General Electric Peggy and Bob Fowler Fund
Portland Oregon Sports Authority Foundation Fund
Portland Timbers Community Fund
Gayle and Carol Post Family Fund
Preece Family Fund
Hope Hughes Pressman Fund
Betsy Priddy Fund
R.W. Family Fund
Wendy and Richard Rahm Fund
Bill and Cindy Rainey Fund
Ramsdell Fund
Lynn Roberts Ramsdell Music Teacher Education
Scholarship Fund
Ramsdell-Clifton-Kerns-Johnson Music Scholarship
Fund
Random Acts Fund
Shirley V. Ray Fund
Redtail Fund
The Regence Fund
Reiten Family Fund
Renecker Family Fund
Rice Family Fund
Rigby Family Fund
Riley Family Fund
Marge Riley Fund
Roberts Motor Company Charitable Fund
Gail P. Robinson Family Charitable Fund
Roehl Family Fund
Barbara Grutze Roessner Fund
Barnes D. Rogers Family Fund
Rogers Family Fund
Rosenberg Family Fund
William and Nancy Rosenfeld Fund
Herbert Rothschild Fund
Ruderman Philanthropic Fund
Runnin’ Wild Fund
Rick and Diane Rupp Family Fund
RW/ZA Fund
Sandpiper Fund
Sauer Family Charitable Fund
Elizabeth A. Saunders Fund
Meredith and Bill Savery Fund
Schamp Family Fund
Doris and William Scharpf Fund
Mildred and Morris Schnitzer Charitable Fund
Susan Dee Schnitzer Family Fund
Robert and Janice Schock Fund
Marian and Elihu Schott Family Fund
Delbert and Stella Schrag Fund
Arima Schumann Fund
Mayer and Janet Schwartz Fund
Littia Schwarz Fund
Heinz J. and Susan Esslinger Selig Fund
Patty Jeanne Semura Foundation Fund
Serrurier Family Fund
Sam Choi Seto Jr. Fund
The Seven Diamonds Fund
Shadow Fund
Dave Sheldon Memorial Fund (Step-up)
Shelk Fund
Sheppard Family Fund
Dorothy F. Sherman Music Education Fund for
Children
K. and T. Sherman Fund
Johannah Sherrer Memorial Fund
Shramek Fund
Tyler Silver and Joel Silver Charitable Fund
Robert O. Simons Fund
Kenneth M. and Kenda H. Singer Fund
Wallace Skyrman Memorial Fund
Donald K. and Nancy M. Smith Family Fund
Earl and Ann Smith Fund
M. Gregg Smith Fund
Smith Oaks Fund
Nick and Sandra Snell Fund
Snow Family Fund
Soeldner Campbell Fund
Betty L. Soreng Fund
John and Betty Soreng Environmental Fund
Spark Fund
Speroff Family Foundation Fund
Peter and Suzanne Spitler Thompson Fund
Spitznagel Family Fund
The Sprout Fund
Square Peg Fund
Leland C. and Sandra Levenson Stapleton Fund
Star View Foundation Fund
Stein Family Fund
Steinfeld Family Fund
Stensland Cultural Fund
Sterling Family Fund
Dr. John L. Jr. and Marilyn E. Stevenson Fund
Stewart Family Fund
Roger Stokes Family Fund
Norman A. and Helen V. Stoll Fund I
Norman A. and Helen V. Stoll Fund II
Robert and Barre Stoll Fund
Stoll Stoll Berne Lokting & Shlachter Fund
Christine L. Storment Fund
John and Frances Storrs Family Fund
Kenneth D. Stovall Memorial Fund
Margery Strass Fund
Tom and Vickie Stringfield Fund
Swedoenek Fund
Charles J. and Caroline Swindells Charitable Fund
Charlie Swindells Fund
Elizabeth Pownall Swindells Family Fund
T J Education Fund
Tagmyer Family Fund
Tami (Wiedensmith) Fund for Lyme Disease
Research
Tate Family Fund
Bob and Joan Taylor Family Fund
Todd and Lorri Taylor Fund
Patrick and Susan Terrell Charitable Fund
The Tetherow Foundation Fund
Thomas Family Fund
Dorris Coombs Thomas Advised Fund
Robert and Clella Thomas Family Fund
Thomson Family Fund
Thoren Family Fund
Thorndike Family Rogue Valley Fund
David and Sarah Thorsett Family Fund
Tichinin Family Fund
Chet and Elaine Timmer Family Fund
Ronald E. and Ivy L. Timpe Fund
Tokarski Family Fund
Toll & Wagner Charitable Fund
Mrs. Moe M. Tonkon Fund
Town Enterprises Fund
Beverly A. Treneman Fund
Trillium Fund
Tupelo Fund
Catherine and Mark Turner Fund
Twitchell Family Fund
Allan and Katie Twombly: Crescendo Fund
Evans Van Buren Fund
Janet Van Leeuwen Fund
Mark Van Ness Fund
Christine and David L. Vernier Fund
John K. Vitas and Pat Towle Fund
Douglas Wagner Fund
Perry L., Kristie A. and Erik L. Walker Family Fund
Nicholas and Kristin Walrod Fund
Walton Weston Family Fund
Eric Wan and Michele Goodman Fund
Ward Family Fund
Bill and Barbara Warner Family Fund
R and D Warner Fund
Robert and Elizabeth Warren Fund
Watkinson Family Fund
W.C.F. & T.R.F. Fund
Weezeworks Fund
Gary and Eileen Wehrle Fund
William and Pamela Weill Fund
Weisel Family Fund (Step-up)
Weiss Fund
Laurie Weiss Step-Up Fund (Step-up)
Werner/Ellithorp Advised Fund
Wessinger Foundation Fund
Fred G. and Elizabeth M. Wessinger Fund
Molly M. Westbrook Fund
Sam Wheeler Fund
Denise and Douglas White Family Fund
Benjamin R. and Elaine M. Whiteley Fund
Wilcox Family Fund
Norman and Olga Evelyn Wildish Fund
Duff Hull Wilkins Memorial Fund
Christopher and Priscilla Williams Fund
Max and Gina Williams Fund (Step-up)
Williamson Family Fund
David O’Neill, Pendleton 40th
Williamson-McHugh Fund
Jack and Meredith Wilson Family Fund
Rebecca Wilson Fund
Doris J. Wipper Fund
Dr. Franklin Griffith Wise and Pamela Anne Wise Fund
Eric and Amy Wiser Family Fund
Gary and Kathryn Withers Fund
Womer Family Fund
Cyd Woodard Fund
Woody Family Fund
Donna P. Woolley Fund
WRG Foundation Fund
Wright Family Fund
Gordon D. Wright and Anne G. Moffett Fund
Wy’East Fund
Youmans Family Fund
Young Family Fund
Bill and Julie Young Fund
Lauren and Dena Young Family Fund
Suzanne Lang Younge Community Fund
Youth Suicide Prevention Fund in Memory of Jason
Daniel Sweeney
Zicker Family Fund
Zieverink Family Fund
The Zoe Fund
ZSRL Fund
Zuniga Forbes Family Fund
Annual Report 2014
51
Endowment Partner FUNDS
allow nonprofit organizations to transfer their assets to OCF
to provide support for their annual operating needs.
52 New Partners in 2014
Existing Partners
Coos County Historical Society
Friends of the Lake Oswego Public Library
Home At Last Animal Friends, Inc.
McKenzie Community Track and Field
Newberg Early Birds Rotary Foundation
Oregon Women Lawyers Foundation
Restore Oregon
Salem Senate Aires
Siskiyou Field Institute
Tigard Public Library Foundation
Women’s Safety and Resource Center
Yachats Youth & Family Activities Program
1000 Friends of Oregon
ABC House, Inc.
Abilitree
ACCESS, Inc.
Alano Club of Portland
Albany Boys & Girls Club Foundation, Inc.
Albany Regional Museum
Albany United Methodist Foundation, Inc.
Albertina Kerr Centers
Albina Head Start
All Classical Public Media, Inc.
All Hands Raised / Portland Schools Foundation
All Saints School Foundation
American Leadership Forum
Arbor School of Arts and Sciences, Inc.
Architecture Foundation of Oregon
Arts Central
Ashland School District 5
Ashland Schools Foundation
Astoria High School Scholarships, Inc.
Audubon Society of Portland
Audubon Society of Salem
Baker County Senior Citizens, Inc.
Battered Persons Advocacy
Bear Creek Greenway Foundation
Bend Park & Recreation Foundation
Bend Rotary Club Foundation
Benton County Historical Society & Museum
The Black United Fund of Oregon, Inc.
Blue Mountain Community College Foundation
Blue Mountain Healthcare Foundation
Bob Belloni Ranch, Inc.
Bohemia Foundation
Boys & Girls Clubs of Central Oregon
Boys & Girls Clubs of the Rogue Valley
Bradley Angle
Britt Festivals
Campaign for Equal Justice
Cannon Beach Arts Association
Cannon Beach Historical Society
Capital Manor Foundation
CASA for Children, Inc.
CASA of Lane County
CASA of Linn County
Cascades Academy of Central Oregon
Cathedral Catholic School
Catholic Community Services Foundation
Cedar Mill Community Library Association
The Center Foundation
Center for Human Development, Inc.
Center for NonProfit Legal Services
Center for Spiritual Living
Central Lutheran Foundation
Central Oregon Council on Aging
Central Oregon Environmental Center
Central Oregon Family Resource Center
Chetco Senior Center
Children’s Developmental Health Institute
Chinese American Citizens Alliance
City Club of Portland
City of Fossil
City of Lake Oswego
Clackamas Heritage Partners
Club West Wrestling, Inc.
Coastal Home Health & Hospice
Columbia Center for the Arts
Columbia Gorge Discovery Center
Columbia Learning Center
Committed Alliance to Strays
Community Music Center, Inc.
Community Works
Condon Dollars for Scholars Foundation
Confederated Tribes of the Umatilla Indian
Reservation
Congregational Church of Medford
Coos Art Museum
Coos Bay School District 9
Coos Bay Schools Community Foundation
Coos Foundation
Coquille Rotary Foundation, Inc.
Corbett Education Foundation
Corvallis-OSU Symphony Society
Cottage Grove Community Foundation
Cottage Theatre
Crook County Foundation
Crook County Historical Society
Curry Health Foundation
D-9 Foundation
Death with Dignity National Center
Deepwood Gardeners
Delta Rotary Foundation, Inc.
The Dental Foundation of Oregon
Deschutes Children’s Foundation
Deschutes County Historical Society
Deschutes Land Trust
Deschutes Public Library Foundation
Dial-A-Bus
Dogs for the Deaf, Inc.
Donate Life Northwest
Douglas County Museum Foundation
Driftwood Library Foundation of Lincoln City
Ecotrust
Ecumenical Ministries of Oregon
Education Foundation for Bend-La Pine Schools
Education Foundation of Pendleton
Education Together Foundation
Edwards Center
Elevate Oregon
The Emerald Empire Kiwanis Foundation
Emerald Kidsports
Endangered Language Fund
Endowment Fund of the Eugene Symphony
Association
Equamore Foundation
Estacada Community Foundation
Eugene Christian School
Eugene Education Foundation
Eugene Family YMCA
Eugene Masonic Cemetery Association
Eugene Public Library Foundation
Eugene-Springfield Youth Orchestras
Fairview Rockwood Wilkes Historical Society
Family Access Network Foundation
Family Building Blocks
Family YMCA of Marion & Polk Counties
Fern Ridge Library Foundation
First Presbyterian Church of La Grande
First United Methodist Church of Medford
Fishtrap, Inc.
FOOD For Lane County
Forest Grove Library Foundation
Forest Park Conservancy
Fossil School District 21J
Foundation for Medical Excellence
Foundation of Rotary Club of East Portland
Four Rivers Cultural Center and Museum
The Freshwater Trust
Friendly House
Friends of Chamber Music
Friends of Deepwood
Friends of Haystack Rock
Friends of Hendricks Park
Friends of Sandy Library
Friends of the Crook County Library
Friends of the Sisters Library
Friends of Tryon Creek State Park
Gales Creek Camp Foundation
A.C. Gilbert’s Discovery Village
Girl Scouts of Oregon and SW Washington
Grande Ronde Hospital Foundation
Grande Ronde Hospital, Inc.
Greater Bend Rotary Club Foundation
Greenhill Humane Society
Guide Dogs for the Blind
Habitat for Humanity-Albany Area
Habitat for Humanity-North Willamette Valley
Harney County Dollars for Scholars Foundation
Harney County Historical Society
Harney County Library Foundation
Head Start of Yamhill County
Healing Reins Therapeutic Riding Center
Heart of Oregon Corps, Inc.
Henderson House Foundation
Hermiston Education Foundation
Hermiston Public Library
High Desert Museum
Hillsboro Community Foundation
Hillsboro Schools Foundation
Home Life, Inc.
Hospice of Redmond, Sisters and Grant County
Hoyt Arboretum Friends Foundation
Humane Society of the Willamette Valley
Jay, Jayson and Teresa Bowerman, Sunriver 40th Anniversary Celebration
Hunger Prevention Coalition
Impact NW
Independent Living Resources
Integral Youth Services
Ione Education Foundation
J Bar J Youth Services
Jackson County Library Foundation
Jefferson County Historical Society and Museum,
Inc.
Jefferson County Library Association
Job Growers Incorporated
John G. Shedd Institute for the Arts
JPR Foundation
Juliette’s House
Junior Achievement of Oregon and SW Washington
Junior League of Portland
KBOO Foundation
Klamath Basin Audubon Society
Klamath County Library Foundation
Klamath Falls Gospel Mission
Klamath Hospice, Inc.
La Clinica del Valle Family Health Care Center
La Grande Community Library Foundation
Lake County Community Foundation
Lake County Oregon Museum Endowment Fund
Lake Oswego Adult Community Center
Lake Oswego Public Library
Lake Oswego School District Foundation
Lane Senior Support Coalition
Leach Botanical Garden
League of Women Voters of Oregon Education Fund
Lesta Hoel Memorial Trust Fund
Lincoln High School Alumni Association
Linn-Benton Community College Foundation
Linn County Historical Museum Trust
Literary Arts, Inc.
Living Opportunities, Inc.
Looking Glass Youth & Family Services
Lovejoy Hospice, Inc.
Majestic Theatre Management, Inc.
Marion-Polk Food Share, Inc.
Mary’s Woods at Marylhurst, Inc.
McKenzie River Trust
Meals on Wheels People
Medford Rotary Foundation
Mediation Works
Metropolitan Family Service
Mid-Willamette Family YMCA
Mingus Park Pool Management
Monday Musical Club of Portland, Oregon
Monmouth-Independence Community Foundation
Mount Pisgah Arboretum
MountainStar Family Relief Nursery
Mt. Angel Community Foundation
Multnomah Athletic Foundation
Music on the Halfshell, Inc.
My Sisters’ Place
National Park Service Crater Lake National Park
New Directions Northwest, Inc.
Newport Boosters Club
Newport Public Library Foundation
Newport Symphony Orchestra
North Coast Land Conservancy
North Lincoln County Historical Museum
Northwest Center for Alternatives to Pesticides
Northwest Youth Corps
Office of Student Access and Completion
The Old Church Society, Inc.
Open Adoption & Family Services
Order of the Antelope Foundation
Oregon Agricultural Education Foundation
Oregon Animal Health Foundation
Oregon Coast Community College Foundation
Oregon Coast Council for the Arts
Oregon Coast Music Association
Oregon College of Art and Craft
Oregon Country Fair
Oregon Disaster Medical Team
Oregon Education Association Foundation
Oregon Entrepreneurs Forum
Oregon Food Bank
Oregon Friends of C.G. Jung
Oregon Garden Foundation
Oregon Head Start Association
Annual Report 2014
53
Children’s Healing Art Project,
Nike Employee Grant Fund
Bonnie Day and Roberta Lavadour,
Pendleton 40th Anniversary
Celebration
Oregon Historical Society
Oregon Humane Society
Oregon Humanities
Oregon Korea Foundation
Oregon Military Museum Foundation
Oregon Minority Lawyers Association
Oregon Natural Desert Association
Oregon Old-Time Fiddlers’ Association
Oregon Research Institute
Oregon Science Fiction Convention, Inc.
Oregon Science Teachers Association
Oregon Symphony Association
Oregon Symphony Association-Salem
Oregon Wildlife Heritage Foundation
Oswego Heritage Council
Pacific Northwest College of Art
Pacific Northwest Truck Museum
Parenting Now!
Partners in Care, Inc.
Pearl Buck Center Incorporated
Pendleton Foundation Trust
Pendleton Friends of the Library
Pentacle Theatre
Philomath Youth Activities Club
Pioneer Courthouse Square
Planned Parenthood Columbia Willamette
Planned Parenthood of Southwestern Oregon
Port Orford Public Library Foundation
Portland Chamber Orchestra Association
Portland Civic Theatre Guild
Portland Mountain Rescue
Portland Opera Association
Portland Parks Foundation
Portland Symphonic Choir
Powers Community Scholarship Fund
Ragland Rife Foundation
Raphael House of Portland
Relief Nursery
Richard E. Wildish Community Theater
Rogue Community Health
Rogue Gallery & Art Center
Rogue Valley Chorale Association
Rogue Valley Genealogical Society
Rogue Valley Symphony Association
Ronald McDonald House Charities of Central
Oregon, Inc.
Rotary Club of Central Point Scholarship Endowment
Fund
Rotary Foundation of Klamath County
Rural Development Initiatives, Inc.
SafeHaven Humane Society
Salem’s Riverfront Carousel, Inc.
Santiam Christian Schools
Saturday Academy
Saving Grace
Scio Girls & Boys Club
ShelterCare Foundation
Sherman County Historical Society
Sigma Xi Columbia Willamette Chapter
Sisters Folk Festival
Sisters GRO
Sisters Kiwanis Community Service Foundation
Silverton Health Foundation
Silverton Rotary Foundation
SMART
SnowCap Community Charities
Society of St. Vincent de Paul, Rogue Valley District
Council
SOLVE
Soroptimist International of Eugene
Soroptimist International of La Grande
South Morrow County Scholarship Trust
South Tillamook County Library Club
Springfield Education Foundation
Springfield Rotary Scholarship Fund
St. Andrew Nativity School
St. Charles Foundation, Inc.
St. Mary’s Episcopal Church (Eugene)
St. Thomas Episcopal Church
Stayton Public Library Foundation
Structural Engineers Association of Oregon
Scholarship Foundation
Sunriver Music Festival
Sunriver Nature Center & Observatory
Sunset Empire Park & Recreation District
Foundation
Sunshine Division
Sweet Home Alumni Foundation
Sweet Home Community Foundation
Tamastslikt Cultural Institute
Terwilliger Plaza Foundation Inc.
Tillamook Bay Community College Foundation
Transition Projects
Trillium Family Services
Trinity Episcopal Church Foundation of Bend
Trinity United Methodist Church
Troutdale Historical Society
United Community Action Network
United Way of Deschutes County
United Way of Jackson County
United Way of Lane County
United Way of Linn County
United Way of the Columbia-Willamette
Valley Art Association
Vermont Hills United Methodist Church
Vintage Trolley, Inc.
Virginia Garcia Memorial Foundation
Wallowa Band Nez Perce Trail Interpretive Center
Wallowa School Foundation Inc.
Wallowa Senior Center Advisory Group
The Waterston Writing Prize
West Cascade Peace Corps Association
Western Environmental Law Center
The Wetlands Conservancy
Wildlife Images Rehabilitation and Education Center
Wildlife Safari
The Willamette Heritage Center
Willamette Valley Hospice
Wilsonville Public Library Foundation
World Forestry Center
YMCA of Columbia-Willamette
Youth Symphony of Southern Oregon
YWCA of Greater Portland
Zonta Service Foundation of Corvallis
Ballet Fantastique, Eugene. Photo: Staphanie Urso
FIELD OF INTEREST FUNDS
let donors
choose a particular area of need, and the Foundation selects
specific organizations to fund.
New Funds in 2014
DeVos Institute Arts & Culture Project Fund
Electa H. Fehl Memorial Fund* (Justice System,
Juvenile System and Mental Health System)
K-12 Student Success Fund
Providence Health and Services Community Benefit
Fund*
The Carolyn Raab Fund (Arts Education)
Max and Marie Anna Richter Family Fund
(Prevention of Cruelty to Children or Animals)
Cal and Jerry Sumner Fund* (Music Education)
Existing Funds
Vivian S. Abbott Fund (Homeless and Needy)
Gail L. Achterman Fund* (Natural Resources and
Conservation)
Arts Foundation of Western Oregon Fund*
Mildred Baker Endowment for the Arts
Bishop Subfund
Cottage Theatre Endowment Subfund
Eugene Visual Arts Endowment
Fentress Endowment
Nils and Jewel Hult Endowment
Maxine Horton Rowan/Hult Center for the
Performing Arts Subfund
Martha Baker Russell Subfund
Silva Endowment
Special Projects Subfund
Mary-Alice and Richard Atiyeh Fund*
(Disadvantaged Adults and Youth, Cultural
Programs, Vision)
Richard and Mary-Alice Atiyeh Fund*
(Disadvantaged Adults and Youth, Cultural
Programs, Vision)
Helen E. Austin Pioneer Fund* (Early Settlement of
Oregon)
Van Evera and Janet M. Bailey Fund* (1/2 Field of
Interest for the Art and Science of Architecture)
Mark and Patricia Baker Family Fund* (Catholic
Education, Needy Residing in Marion County)
Juliette D. and Paul A. Barber Fund* (Youth, Yamhill
County)
Frank and Grace Bascom Fund (Southern Oregon)
The Gene Beach Fund (Children and Families,
Migrant Families, Disabled and Seniors)
Pietro and Marjorie B. Belluschi Fund
(Underprivileged Youth and Homeless)
Eugene Bennett Arts Acquisition Fund
Better Nursing Home Care Fund*
Jerome S. and Barbara Bischoff Fund (Libraries,
Statewide Charities)
Blitz-Weinhard Fund (Oregon Independent Colleges,
Visual and Performing Arts)
William K. Blount Family Fund* (Health, Education,
Arts, Natural Resources)
Boomers and Babies Project Fund
Barbara Bowerman Fund* (Educational,
Environmental, and Conflict Resolution Programs)
Jon Bowerman Advisory Fund* (Education)
Emil W. and Lois E. Brammert Fund (Physically
Disabled)
Brine-Sansregret Family Fund (Disadvantaged
Children and Youth, Literacy and Educational
Opportunities)
Bonnie Bronson Art Collection Fund*
Bonnie Bronson Fund* (Women in Art)
Allen Brown S.T.E.A.M. Inspiration Fund* (Education)
Ella Munro Burdin Fund (Needy Blind)
Martha Cake Fund (Poor and Homeless)
Walter D. Calvert Fund (Arts Education and Display)
Central Oregon Regional Action Initiative Challenge
Fund*
Creative Heights project
“Secret Love in Peach Blossom
Land” rehearsal for the Oregon
Shakespeare Festival. Photo: Katy
Bentz
Chaillé Family Fund (Optimal Development of
Children)
Phil and Jo Chase Fund (Preservation of Natural
Resources and Conservation)
Children’s Resource Fund* (Disadvantaged Children)
Chintimini Fund* (Lane, Linn, Benton, Tillamook,
Lincoln, Douglas Counties)
Citizens for the Memorial of Tom McCall Fund*
D.E. and Jane Clark Fund* (Bake County and North
Powder)
Clatsop County Endowment Fund
Robertson E. Collins Fund* (Historical Preservation,
Jacksonville)
Community 101 Fund
Edwin E. and June E. Cone Fund* (Eugene)
Edwin E. Cone Neighborhood Park Fund
Cooley Family Fund for Critical Research
Steve and Susan Corey Family Fund (Pendleton and
Umatilla County)
Corr Family Education Fund (Field of Interest)
(Seniors, Veterans in Malheur County)
Critical Decision Institute Fund*
Cycle Oregon Fund*
Jack R. and Mary B. Dant Special Disability Fund
Louie J. and Margaret H. DeSantis Fund* (Silverton)
Howard and Edna Dietrich Children’s Fund*
Palma A. Domenico Fund (Disadvantaged Children,
Catholic Charities)
Domestic Violence Prevention Fund II*
Douglas Community Fund*
Downtown Community Housing Inc. Fund
Stuart and Leah Durkheimer Fund (Childhood and
Early Adolescent Development)
Early Childhood Network Fund
Eugene Federal Courthouse Education Fund*
The Eugene Veterans Memorial Park Fund*
Annual Report 2014
55
Mr. Getchis from Wy’East Middle
School in Odell with robotics
trophies
Sandy Cummings and Deb
Motimor-Lane, Sunriver 40th
Sue Keene, Eugene 40th
Evergreen Hill Education Fund*
Fred W. Fields Fund (Arts and Education)
Thomas P. Fink and Marilyn K. Fink Family Fund*
(Children and Young Adults)
Mary E. and Carl W. Finstrom Fund (Jackson County,
Home Health Care)
The Fischer Fund (Parochial School Tuition Aid)
David S. Foster Memorial Fund (Promotes
Philanthropy in Curry County)
Velma Charlene Foster Cancer Research Fund
Butch and Richard Fraley Charitable Fund
(Advancement of the Arts and Health Sciences)
Friends of the Oregon Caves Chateau Fund*
Clifford J. Fritz Fund (Research and Treatment of
Cancer and Vision Improvements)
Margaret A. Fritz Fund (Research and Treatment of
Cancer and Vision Improvements)
Carole Gaffey Fund* (Child Abuse Prevention)
John R. Gatewood and Mary Z. Gatewood Fund
(Cultural Enrichment and Community Education)
Jane and Howard Glazer Fund* (Peace, Domestic
Violence, Environmental Protection and Education)
Gold Beach Community Fund*
Douglas and JoAnn Gordenier Family Fund* (Marion
and Jackson Counties)
Grant County Family Heritage Fund*
Gray Community College Scholarship Fund
Betty Gray Endowment - Early Childhood
Development Fund
Eunice Gray Fund* (Jackson County)
John and Betty Gray Geography Fund
Gray Latino Leadership Fund
The Glenn Gregg Private Property Justice Fund*
Gene and Charlotte Hale Animal Care Fund* (Baker
County)
Edna E. Harrell Community Children’s Fund*
Harris Fund for Children
Bertha L. Harris Fund (Services to Children)
Bertha Harrison Children’s Fund
Gladys S. Hawkins Fund (Education and
Development of Young Persons)
Amabel E. Hayward Fund (Disadvantaged)
Health Care Careers Fund
Jane Higdon Memorial Fund* (Empowering Young
Women, Bicycling and Pedestrian Safety in Lane
County)
Jane Higdon Memorial Fund for Bicycle Safety*
(Bicycle and Pedestrian Safety in Lane County)
F.J. Hodecker Family Fund* (Deschutes, Crook and
Jefferson Counties)
Elizabeth S. Holden Fund* (Lane County)
Michael D. Horowitz Fund (Poor, Needy, Homeless in
Eugene and Springfield)
Mary E. Horstkotte Fund (Higher Education,
Environmental Conservation, Catholic Charities,
Emotionally Disturbed Children)
Nancy Horstkotte Memorial Fund* (Emotionally
Disturbed Children)
Mildred F. Hoskins Fund (Children)
William H. Hunt Fund for the Homeless, Hungry
and Poor
Invest Oregon Fund
Marianne Steflick Irish Fund* (Environmental Causes
and Animal Welfare)
Cheryl Jackson Fund for Hospice
Jaffe Family Fund* (Homeless and Hungry)
Evelyn L. Jones Fund (Blind, Indigent and Needy)
Charles Jordan Neighborhood Livability Fund*
Josephine County Foundation Fund*
Kelley-Zagunis Crew Advancement Fund* (OSU
Crew Program and Scholarships)
Thomas A. Kerns M.D. Endowment Fund* (Alcohol
and Drug Rehabilitation)
Sam and Roberta Konnie Fund* (Needy, Western
Lane County)
Walter G. and Marija C. Kuzman Fund* (Health)`
James C. and Carol A. Kyle Fund* (Douglas County)
George and Helen Largey Fund (Needy Children and
Elderly in the Portland Metro Area)
Latino Partnership Program Fund*
Brian Lauer Lectureship Fund* (Pediatric Education)
Dorothea M. Lensch Fund (Music and Dance in the
Pacific Northwest)
LIFE Center Fund* (Inner City Needy)
Lilja Family Fund* (Southern Douglas County)
George W. Lippincott Field of Interest Fund (Disabled
Children)
Little Liam Fund* (Support Services for Pediatric
Cancer Patients)
Helen E. Lorenz Bend Fire Department Fund*
Helen E. Lorenz Bend Police Department Fund*
Bob and Phyllis Mace Watchable Wildlife Fund* (Fish
and Wildlife Habitat, Wildlife Observation in Jackson
County)
Madison-Waldo Arts Fund* (The Arts)
Malone Family Fund (Disadvantaged, Health Care
and Visual Arts)
Martha Staley Marks Fund (The Environment,
Cultural Opportunities and Progressive Social
Change)
Roy and Diane Marvin Fund (Youth, Performing Arts)
Mayor’s Ball Fund* (Portland)
McAllister Education Fund of the PNW Sales &
Marketing Group* (Youth Education Projects)
Jim McBroom and John H. Weston Fine Arts Fund
Glen and Jean McKenzie Fund (Eastern Oregon)
Medical Eye Center - Klinghammer Memorial Fund
(Eye Care and Glasses)
Menasha Legacy Fund* (Youth Programs in Coos,
Curry and Lewis County, WA)
Edith Henningsgaard Miller Fund for the Benefit of
Astoria*
Verl and Dorothy Miller Parent Fund (Native
Americans, Yamhill County Historical Society)
Gainor Minott Fund (Environmental Projects, North
Coast Region)
Louise K. Mittet and Albert J. Mittet Fund (Disabled
in the City of Astoria)
Beverly D. Moffatt Fund* (Volunteer Service)
Michael and Jo Ann Mooser Fund* (Ethnic Minorities
Residing in Willamette Valley Portions of Linn,
Benton and Lane Counties)
Walt and Peggy Morey Fund* (Children’s Writers
and Youth Literature)
Murakami Family Fund* (Malheur County)
Jim and Dianna Murphy Fund* (Vocation Career
Programs)
Roscoe Nelson Jr. Fund for Pro Bono Law Services
to the Poor* (Legal Services for the Needy)
Newell Creek Canyon Restoration Fund*
Nike Employee Grant Fund*
North Rim Deschutes River Fund*
Northeast Oregon Heritage Fund*
Northeast Portland Community Development
Subfund
OCF board of directors with Happy Canyon Princesses, Pendleton 40th
Children’s Healing Art Project,
Nike Employee Grant Fund
Northwest Neighborhoods Parks & Recreation Fund*
Nye Family Fund (Disabled)
Evelyn Nye Cultural and Scholarship Fund (Supports
Classical, Semi-Classical and Secular Music)
Evelyn Nye Undesignated Fund (Jackson or
Josephine County)
Edward V. O’Reilly Charitable Fund (Lane County)
OCF Children’s Dental Health Initiative Fund
Olsrud Family Fund* (Douglas, Josephine, Jackson
and Klamath Counties)
Oral Health Funders Collaborative Fund*
Oregon Children’s Foundation Fund*
Oregon Cultural Trust Fund*
Oregon Disaster Relief Fund
Oregon Education Endowment Fund
Oregon Historic Trails Fund*
Oregon Historic Trails Cedar Springs Fund*
Oregon Natural Resources Education Fund*
Oregon Parenting Education Collaborative Fund
Oregon Parks Foundation Fund*
Ormseth Family Fund* (Children)
Park Blocks Fund*
Al and Hilda Peirce Charitable Fund* (Coos County)
Florence V.J. Pennebaker Fund (Education of
Underprivileged Children, Metro Area)
Penstemon Fund* (Land Restoration, Clean Energy
and Air Pollution Reduction)
Arthur Perry Memorial Fund (Youth, Medford)
Dr. Wayne M. Pidgeon Fund (Defrays Costs of
Medication for Needy Psychiatric Patients)
Portland Center for the Performing Arts Foundation
Maintenance Fund*
Portland Community Foundation Fund
Portland Oregon Sports Authority Foundation Fund*
PPI Fund
Prevention and Wellness Health Demonstration
Project Fund
Providence Health Plan Community Benefits Fund*
The Providence Health Plan-Kaiser Permanente
Behavior Health Fund*
Lester and Sarah Louise Raw Seaside Youth Fund
“Ready to Learn” Pooled Fund*
The Regence Fund*
William Swindells Sr. Memorial Fund (Youth,
Education, Health)
T J Education Fund*
Tami (Wiedensmith) Fund for Lyme Disease
Research*
Peter J. and Wilma Tashnovian Fund (for Oregon
With the Exception of the Metro Area)
Nellie Tholen Fund* (Programs for Improvement of
Piano Teaching)
Dorris Coombs Thomas Advised Fund* (Deschutes
County)
Thorndike Family Rogue Valley Fund*
Tigard Area Community Fund*
Nancy Morse Torp Fund (Educational Opportunities
for Women With Children)
Frank L. TouVelle Trust Fund* (Scholarships and
Programs to Assist Needy Boys in Jackson County)
Beverly A. Treneman Fund* (Youth, Yamhill County)
Dr. John Wm. and Betty Long Unruh Fund* (Visual
and Performing Arts)
Russell Walbridge Fund (Disadvantaged Children)
Reed and Carolee Walker Fund* (Jackson County,
Poor and Needy)
Fred Waltz Trust Fund (Children)
Erma M. Weir Music Education Fund
Wells Family Fund (Early Childhood Literacy,
Education and Development)
E. Henry Wemme Fund (Care of Unfortunate Girls)
Whipple Foundation Fund* (Douglas County,
Education)
Isam and Rose White Fund (Medical Assistance to
the Poor)
John S. and Frances W. Winslow Fund (Substance
Abuse and At-Risk and Disadvantaged Children in
Jackson and Josephine Counties)
Doris J. Wipper Fund* (Children)
Lauren and Dena Young Family Fund* (Douglas
County)
Youth Suicide Prevention Fund in Memory of Jason
Daniel Sweeney*
Sidney and Lillian Zetosch Fund (Physically Disabled
Educational Support)
Ruth Eva Renfroe Fund (Social Service Projects)
Riverfront Park Campaign Fund
Hannah B. Robertson Fund (Social Services in
Portland)
Gail P. Robinson Family Charitable Fund* (Arts,
Libraries, Education, Child Welfare, Animal Welfare,
Community and Social Assistance)
George A. Russill Community Fund* (Volunteer
Award)
Salty Dog Fund* (Stewardship of Netarts Marine
Environment Through Experiential Education)
William and Florence Schneider Fund
(Underprivileged in Jackson County)
Mildred and Morris Schnitzer Charitable Fund*
Velma Scholl Fund (Oregon’s Small Towns)
Ben Serafin Fund* (Douglas County)
John Serbu Fund* (Youth, Drug Interdiction, Lane
County)
John Serbu Youth Campus Fund*
Shelk Fund* (Central Oregon)
Dorothy F. Sherman Music Education Fund for
Children*
Cecil Shumway Fund* (Homeless Men, Portland)
Donald R. Singer Renaissance Music Performance
Fund
Skyrman Techno Fund
Delila Smith Fund (Poor, Needy and Children’s
Services in Eugene)
James G. and Ruth E. Smith Fund for Cancer
Research
Milton Smith Fund (Poor, Youth and Homeless)
South Benton Community Enhancement Fund*
South Coast Ready to Smile Fund*
Hugh G. Starkweather Fund (Elderly, Clackamas
County)
Stensland Cultural Fund*
Kenneth D. Stovall Memorial Fund* (Youth, Central
Oregon)
Street of Eames Fund* (Homeless Children)
Daryl L. and Patricia L. Swenson Fund (Public
Educational Broadcast Communications or Theater
Arts)
Irene Gerlinger Swindells Fund (Visual and
Performing Arts)
* Denotes an Advised Fund
Annual Report 2014
57
Medford, Oregon
The Oregon Fund makes grants to support
community needs throughout the state through gifts or
bequests of any amount.
Step-Up Funds
Anne T. Angel Fund
Anonymous Fund #40
John and Carol Arnsberg Family Fund
The Catalyst Fund
Central Oregon Arts and Education Fund
Cogdall Family Fund
Brittany Dunn Fund
Evens Do A Little Fund
Evergreen Fund
Patricia Ferguson-Steger and Paul Steger Family
Fund
Fritz Family Fund
His Hands Reaching Fund
Blair A. Holman and Virginia I. Tabor Fund
Steve and Jan Hooper Fund
Henry Itkin Fund
Elizabeth Kirk-Fulton Fund
Tony and Janice Marquis Fund
Ozbeam Fund
The Ross Family Fund
The Alex Rovello Memorial Fund
Littia Schwarz Fund
Dave Sheldon Memorial Fund
Robert O. Simons Fund
Simply Music Fund
Thoeresz Family Fund
Heather Nicole Wallace Memorial Fund
Weisel Family Fund
Laurie Weiss Step-Up Fund
Max and Gina Williams Fund
Contributions of $1,000 or more
have been made by or in memory of
the following:
Roger Ahlbrandt
Raymond M. Alexander
Lacey Smith Allen
Lawrence Baron
Roger Breezley
Fitzhugh Brewer
The Del Mar Fund of The Brooklyn Community
Foundation
Kris “Skittlez” Butler
Harold Chaillé
Nancy Chaillé
William J. Collins
Don and Zola Dunbar
Harriet L. Federici
Abraham Feitelson
John Ferris
Garry Fritz
Maurice O. Georges
Frederick C. Goeth
Patricia S. Guild
Harley Thomas Hannan
Heathman Hotel
Dick Hensley
Charles and Betty Howe
Mick and Judy Humphries
Samuel S. Johnson
Evelyn L. Jones
Ogden and Marjorie Kellogg
Grace Knopp
Hilda Lenske
Caroline Lobitz
Ann and Ned Look
Edward W. “Ned” Look Memorial
Sir James McDonald
Jean W. McHugh
MDU Resources Foundation
Grace V. Merrill
Allan M. Metcalf Revocable Living Trust
Anne K. Millis
Jonathan Maroney and Amy Wilson
Dean Papé
Anita M. and Taylor Pipes
C.E. and Dorthea J. Rawlinson
Vera Schultz
Stuart Shelk
Simple Actions Family Foundation
Ella Skinner Memorial
Vera L. Smith
Richard M. Stanton
John J. and Anna L. Stephens
Bruce Stevenson
Dr. John L. Stevenson Memorial
Thomas B. Stoel
William Swindells Sr.
Melody Teppola
William and Angela Thorndike Jr.
Jack and Grace Walker
Jack Warren
Rob Warren
William S. “Tiger” Warren
Peter and Aira Williams
Other Contributions in 2014
Matthew Bissonette
Debolock Family Charitable Fund at Schwab
Charitable Fund
Rebecca Eaton
Manfred A. Gund
Robert L. Hamm
Anthony W. Holt, M.D.
Katherine R. Iverson
Mary Jones
Kelly Leonard
Judith Maddox-Bigby
Diana R. Murdoch
Karen J. Nousen
Megan Robertson
Nick Rothenberg
Alex Sanchez
Paul W. Tipton
Peter D. Williams
Wolf Family
Karen J. Zollman
The Oregon Scholarship Fund
awards scholarships statewide to Oregon students attending
Oregon colleges through gifts and bequests of any amount.
Step-Up Funds
Contributions of $1,000 or more
Cotting Memorial Scholarship Fund
James M. Johnson Sr. Memorial Educational Fund
Thomas and Geraldine Morelli Scholarship Fund
Jean Tesche Foreign Language Studies Scholarship
Fund
Bill and Jane Williams Legacy Scholarship Fund
Jeff and Debbie Andrews
Harold and Muiriel Outten Brockman
Elizabeth Campbell Trust
Craig L. Clark Trust
Bob and Ann Dannenhoffer
Judith Folliard Duncan
John and Norma Lienkaemper
Helen Ligouri
David Massee
A. Ted and Doris E. Nelson Fund
Gary Stark
Dr. Franz and Kathryn Stenzel Fund
The Summerville Fund
William and Angela Thorndike Jr.
Russell Wallbridge Fund
Janet Webster
SCHOLARSHIP FUNDS allow the donor to
Tim Mabry and Max Williams,
Pendleton 40th Anniversary
Celebration
Jim and Deanna Walls, Klamath
establish the scholarship criteria while the Foundation provides Falls 40th Anniversary Celebration
outreach, selects students and monitors student performance.
New Scholarship Funds in 2014
Existing Scholarship Funds
Blue Wolfe Scholarship Fund
Everett Hill Scholarship Fund
Holden Career and Technical Education Scholarship
Fund
Charles and Marcia Logan Scholarship Fund
OSAC - Jack Dannenhoffer Memorial Scholarship
Fund
OSAC - William E. Keene Memorial Scholarship Fund
OSAC - Arthur D. Ulbricht Scholarship Fund
Pearl Scholarship Fund
Lindsay Peters Scholarship Fund
Richard E. and Nancy S. Raschke Engineering
Scholarship Fund
Western Veterinary Scholarship Fund
Roxy Ann Adams Scholarship
Albina Fuel Company Scholarship Fund
Donald R. and Norene C. Alger Scholarship Fund
Allcott/Hunt Share It Now II Scholarship Fund,
Honoring Emory S. and Elizabeth Burkett Hunt
William Brent Anderson Memorial Scholarship Fund
Ruth Arbuckle Trophy Scholarship Fund
Ashland High School Scholarship
Connor Ausland Memorial Scholarship Fund
Baker Professional Women’s Initiative Scholarship
Fund
Bandon Community Scholarship
Clinton and Mary Anne Basey Scholarship Fund
Robert Harold Belknap Memorial Scholarship Fund
Bend Branch of AAUW Charles and Helen Weil
Memorial Scholarship Fund
Eugene Bennett Scholarship Fund for the Visual Arts
Ronald and Karel Bennett Scholarship Fund
Benson Polytechnic High School Alumni Scholarship
Fund
Simon Benson Fund
Tyler R. Black Humanitarian Scholarship Fund
E.J. and Wythel Blokland Memorial Scholarship Fund
Leona Blum and Howard Schmadeke Scholarship
Fund
Royden M. Bodley Scholarship Fund
Helen Bolton Memorial Scholarship Fund
Deborah Fehnel Bosworth Scholarship Fund
Bowerman Transfer and Holding Fund for the
Oregon Scholarship Fund
E.H. and M.E. Bowerman Scholarship Fund
Shirley and Larry Perkins and
Kathleen Cornett, Astoria 40th
Melvin and Carol Meade, Eugene
40th Anniversary Celebration
Annual Report 2014
59
Max Williams with Steve and
Becky Roman, Astoria 40th
A6 Print Salon, Bend
Boys & Girls Club of Albany Education Fund
Buerkle Scholarship Fund
Max W. Burns Memorial Scholarship Fund of White
City
Burrill Family Scholarship Fund
Candace Callan Scholarship Fund
Campagna Family Scholarship Fund
Dorothy S. Campbell Memorial Scholarship Fund
Clarke H. Carnes and Joe Ann Carnes Memorial
Scholarship Fund
The Gregory A. Chaillé Public Service Scholarship
Fund
Harry S. Chandler Scholarship Fund
Phyllis Cary Chessman Merit Scholarship in the
Arts Fund
Children of Insitu Scholarship Program
D.E. and Jane Clark Scholarship Fund
Clark-Phelps Scholarship Fund
Coast Fork Scholarship Fund
Coffman Scholarship Fund
Douglas Lowell Collins Scholarship for the Visual
Arts Fund
Commerce Cleveland High School Alumni
Association Scholarship Fund
Concordia University SEI Scholarship Fund
Conescu-Doolin Music Education Scholarship Fund
Gladys and Forrest Cooper Scholarship Fund
Les and Lori Cooper Scholarship Fund
Corr Family Education Fund (Scholarship)
Angelina and Pete Costanzo Vocational Scholarship
Fund
Jeanette M. Crawley Scholarship Fund
Crook County Foundation Scholarship Fund
Crowley Family Scholarship Fund
David Family Scholarship Fund
T.T. Davis Fund
John Conrad Diehl and Madeline Knutsen Hebbard
Memorial Scholarship Fund
Glen and Rickie Dines Art Scholarship Fund
Doerfler Newport High Scholarship Fund
James R. Drury and Mary Jane Drury Fund
Don and Zola Dunbar Scholarship Fund
Randall Edwards Oregon 529 Scholarship Fund
EHS/SEHS Alumni Scholarship Fund
Luther Ellison Scholarship Fund
Rollin and James Evans Memorial Scholarship Fund
Neil Faber Memorial Scholarship Fund
Earl and Jane Ferguson Scholarship Fund
George Ferrell Memorial Scholarship Fund
Dr. I. Howard and Victoria Fine Scholarship Fund
Dorothy Flegel Scholarship Fund
Robert D. Forster Scholarship Fund
Keith Foster Engineering Scholarship Fund
Toni Berke Foster Memorial Scholarship Fund
Olga Samuelson Freeman Scholarship Fund
Friends of Bill Rutherford Education Fund
Gear Up Scholarship Fund
Gear Up Scholarship Fund II
Geiser-Pollman Scholarship Fund
Isabel and Mary Ellen Gill Scholarship Fund
Erminio and Irene Giustina Scholarship Fund
Zelma Gordon Scholarship Fund
Grant High School Alumni Scholarship Fund
Edward R. Hall Scholarship Fund
Maurice and Gladys Hallmark Scholarship Fund
Earl Hardie Memorial Scholarship Fund
Bertha Harrison Scholarship Fund
Dorothy Heagy Scholarship Fund
Ruth Henderson Fund
Jim and Delores Hendrickson Memorial Scholarship
Fund
Barry and Marilyn Hendrix Scholarship Fund
Betty and Harold Hendrix Memorial Scholarship Fund
Susan C. Hill Memorial Scholarship Fund
Howard and Edyth M. Hoedle Scholarship Fund
Hokulani Oregon Fund
Holden Scholarship Fund
Rueben and June Holm Scholarship Fund
Holman Family Molalla High School Alumni
Scholarship Fund
Mary Duby Honderich Scholarship Fund
Darlene Hooley Scholarship for Oregon Veterans Fund
Mary E. Horstkotte Scholarship Subfund
Howard-Bullen Family Scholarship Fund
Susan and James Huff Scholarship Fund
Hughes Family Fund
Larry and Penelope Hull Scholarship Fund
Margaret E. Hull Scholarship Fund
Jackson Foundation Journalism Scholarship Fund
Jefferson Alumni Scholarship Fund
Drew Jensen Memorial Fund
Fred and Mabel Johnson Scholarship Fund
Jim Johnson Memorial Scholarship Fund
E.T.D. Jones Scholarship Fund
Dawn Lee Jordan Memorial Scholarship Fund
Kaech Scholarship Fund
Paul Kergel Scholarship Fund
Officer Chris Kilcullen Memorial Scholarship Fund
King City Lions Club - Henry J. Marchion
Scholarship Fund
The Kirchhoff Family Fine Arts Scholarship Fund
Kiwanis Club of The Bay Area Scholarship Fund
Klinger Fund
Konnie Memorial Scholarship Fund
Herbert M. Kuempel Fund
Willett and Margarite Marshall Lake Scholarship Fund
Langmas Family Scholarship Fund
Robert B. Lee and Gladys E. Lee Memorial
Scholarship Fund
Mervin and Gena Leonard Scholarship Fund
Rube and Minah Leslie Educational Fund
Liming and Ulmer Music Scholarship Fund
Lincoln High School Fund
Marion A. Lindeman Scholarship Fund
George W. Lippincott Scholarship Fund
Bill and Pearl Low Memorial Scholarship Fund
Lowell High School Scholarship Fund
Harry Ludwig Scholarship Fund
Larry and Barbara Lund Scholarship Fund
Chester and Helen Luther Scholarship Fund
The Mabel and Allan MacKenzie Scholarship Fund
Madison Charitable Fund
Bill Magness Bandon Scholarship Fund
Bill Magness Pacific Scholarship Fund
Mildred I. Martignone Nurse Scholarship Fund
David L. Massee Education Fund
Leora Frances Brunk McDaniel Memorial
Scholarship Fund
William J. McHolick, M.D. Scholarship Fund
McLeod Family Scholarship Fund FBO Dallas High
School
McLeod Family Scholarship Fund FBO North Salem HS
Medford Rogue Rotary Scholarship Fund
Mesirow Family Scholarship Fund
Ernest Alan and Barbara Park Meyer Scholarship
Fund
L. Verl and Dorothy Miller Scholarship Fund
Verl and Dorothy Miller Subfund II
Louise Minty Fund
Jim and Donna Moore Scholarship Fund
Joseph and Helen Morgan Memorial Scholarship
Fund
The Mike and Betty Morgan Scholarship Fund
Audrey Shelley Morris Scholarship Fund
Jim and Dianna Murphy Scholarship Fund
Nathan Family Scholarship Fund
Glenn and Flaurence Nesseth Scholarship Fund
Erik Nielsen Scholarship Fund
John and Ginger Niemeyer Clackamas Community
College Scholarship Subfund
NLN Ella McKinney Scholarship Fund
Tom Norton Sr. Memorial Scholarship Fund
Office of Student Access and Completion Fund
Alpha Kappa Kappa Subfund
Amity Scholars Program Subfund
Scott Blecha Memorial Scholarship Fund
John Paul Brown Scholarship Subfund
Burns Lions Scholarship Fund
Jeff Hull/Doug Johnson Memorial Scholarship
Subfund
Arlie Oster Memorial Scholarship Subfund
Anna and Dwight Gunther Scholarship
Subfund
Poteet Scholarship Subfund
James Carlson Memorial Scholarship Program
Subfund
Chi Omega Subfund
Brian Clayton Memorial Scholarship Subfund
Peter Connacher Memorial Trust Subfund
Corvallis High School “Class of 1954”
Scholarship Subfund
Richard John Cowan Memorial Scholarship
Subfund
Harland Cravat/Gray Johnson Scholarship
Subfund
Dart Student Assistance Subfund
Carolyn Davies Memorial Scholarship Subfund
Davison FFA Scholarship Subfund
Casey Diemert Memorial Scholarship
Doane Education Trust Subfund
Mary Mahoney Egan Scholarship Subfund
Roger W. Emmons Memorial Scholarship
Subfund
Entercom Portland Radio Scholarship Subfund
John Stanley Fisk Scholarship Subfund
Laurence R. Foster Memorial Scholarship
Subfund
Benjamin Franklin/Edith Green Scholarship
Subfund
Georgia Harris Memorial Scholarship
Sylvia Henry Memorial Scholarship
Alan B. Holmes Memorial Scholarship Subfund
John P. Hounsell Scholarship Subfund
Huffstutter Family Scholarship Fund
Insurance Professionals of Portland Legacy
Scholarship
Glenn Jackson Scholars Program Subfund
Nettie Hanselman Jaynes Memorial Scholarship
Subfund
Jefferson High School Subfund
Anna F. Jones Educational Foundation Subfund
Ray Kageler Scholarship Subfund
Kelly-Ebell Scholarship Subfund
Arlene E. and Arthur LaMasters Scholarship
Subfund
J.M. Lee Subfund
Harold I. Lewis Scholarship Subfund
Beverly Lloyd Scholarship Subfund
Laurie Malcom Memorial Scholarship Subfund
Maryan L. McElligott Memorial Scholarship
Subfund
Brian T. Meehan Memorial Scholarship
The Mellema Scholarship for Sheridan H.S.
Seniors Subfund
Monroe Tree Farm Scholarship Fund
Michael Mooser Scholarship Subfund
Jeanette E. Mowery Scholarship Subfund
Mathew Mullmann Memorial Scholarship
Subfund
Northwest Automatic Vending Association
Scholarship Fund
Olex High School Scholarship Subfund
Kimberly Olson Memorial Scholarship Fund
Oregon Alpha Delta Kappa Scholarship Subfund
Oregon Wine Brotherhood Scholarship Fund
Ida Berniece Oswald Subfund
Pacific High School Alumni Scholarship
Professional Land Surveyors of Oregon
Scholarship Subfund
Roseburg High School Class of 1949 Scholarship
Fund
Fund
Fund
Gayle and Harvey Rubin Scholarship Subfund
Carol Rudy Scholarship Subfund
Theodore and Dorothy Schultz Memorial
Scholarship Fund
B.W. Sexton Memorial Subfund
Donna Shepherd Nursing Scholarship
Doyle and Donna Shepherd Scholarship Subfund
Harriet Simmons Scholarship Subfund
J.W. Stuchell Scholarship Subfund
Umpqua Community College Social Science
Scholarship Fund
Valsetz Scholarship Foundation Subfund
Edward Ward Subfund
Washington High School Scholarship Foundation
Subfund
Weathers Educational Trust Scholarship Subfund
Women Helping Women Scholarship Subfund
Milton and Martha Olshen Scholarship Fund
The Olsrud 4-H and FFA Scholarship Fund
Olsrud Scholarship Fund
Lisa Bermudez, Julie Gregory and
Charlotte Gillbride, Sunriver 40th
Hal Snow and William Manne,
Astoria 40th Anniversary
Celebration
Frank Hernandez, Klamath Falls
40th Anniversary Celebration
Janice and Bob Schock, Sunriver
40th Celebration Anniversary
Annual Report 2014
61
Oregon College Savings Plan Education Celebration
Scholarship Fund
Lyle and Helen Ostrander Memorial Scholarship
Fund
Charles Patrick Memorial Fund
P.E.O. Jean Fish Gibbons Scholarship Fund
Peggy Peterson Scholarship Fund
Phoenix Scholarship Fund
Jane Kerr Platt Memorial Scholarship Fund
O.M. Plummer Scholarship Fund
Mike and Betty Pongracz Scholarship Fund
Portland Police Association Memorial Scholarship
Fund
Portland Public School District 1J Fund
Agnes Beach Scholarship Subfund
Bonniwell Scholarship Subfund
Cascaden Scholarship Subfund
Willard F. Case Memorial Scholarship Subfund
Ross Dey Memorial Scholarship Subfund
Fletcher Memorial Scholarship Subfund
Jean Frost Scholarship Subfund
Grant Class of ‘47 Scholarship Subfund
Dorothy E. Grant Foreign Language Scholarship
Subfund
Dale A. Henderson Scholarship Subfund
Arthur James and Winifred E.M. James Memorial
Scholarship Subfund
Tom Jones Memorial Scholarship Subfund
Kevin MacMillan Scholarship Subfund
Leodis McDaniel Scholarship Subfund
Maxine and Inza McDowell Scholarship Trust
Subfund
Merriam Scholarship Subfund
Peggy Dickinson Miller Memorial Scholarship
Subfund
Frances Morrison Scholarship Subfund
James O’Gara Scholarship Subfund
Carl Piacentini Memorial Scholarship Subfund
Portland School Board Subfund
Marsha K. Richards Scholarship Fund
Myra Rose Scholarship
Sauber and Mills Scholarship Subfund
Glenna Teeters Scholarship Subfund
Thomas N. Torgler Scholarship Subfund
Gordon and Mary Van Alst Math Achievement
Award Subfund
Ralph Prescott Woodbury Scholarship Subfund
Jean and Milo Puderbaugh Memorial Scholarship
Fund
Don and Rosemary Pullin Family Fund
Rae-Seitz Scholarship Fund
Leland C. Ratcliff Fund
Leland C. and Erna N. Ratcliff Fund
Marjorie J. Reed “Best Friend” Award Scholarship
Fund
Reese Family Scholarship Fund
Uno and Vera Richter Memorial Scholarship Fund
Rise and Shine Scholarship Fund
Roberts Scholarship Fund
Charles E. Roberts Jr. Scholarship Fund
A. Victor Rosenfeld Scholarship Fund
The George Ruhberg / Principal Scholarship Fund
Owen and Edna Sabin Scholarship Fund
Charles and Effa Sage Gold Beach Education Fund
Straightaway Services, Annual Basketball Camp, Portland
Steve Sall - Aloha High School Scholarship Fund
Harold Sawatzky Fund
Hubert and Ludmila Schlesinger Fund
William and Florence Schneider Scholarship Fund
Lawrence Scholl Family Scholarship Fund
Schwenn Family Fund
Jeffrey Alan Scoggins Memorial Scholarship Fund
Hall, Helen and John Seely Family Fund
Frank W. Settlemier Educational Fund
M. Gregg Smith Scholarship Fund
Mabel Southworth Fund
Caryll and Norman F. Sprague Family Scholarship
Fund
Sprague Family Scholarship Fund
Springfield School District Architectural Studies
Scholarship Fund
St. Andrew’s Society Scholarship Fund
Franz Stenzel M.D. and Kathryn Stenzel Scholarship
Fund
William P. Stevens Memorial Scholarship Fund
John and Lois Stilwell Scholarship Fund
John Straus Scholarship Fund
Judy Straw Memorial Scholarship Fund
Glenn R. and Juanita B. Struble Memorial
Scholarship Fund
Glenn R. and Juanita B. Struble Scholarship Fund II
Juanita Brown Struble Scholarship Fund
Reggie Sullivan Memorial Scholarship Fund
Daryl and Patricia Swenson Scholarship Fund
Technical Training Fund
Alan Baron Tonkin Memorial Fund
Merritt and Aileen Truax Scholarship Fund
Erin L. Tureck Memorial Scholarship Fund
Jeff Turner and Mike Sweeney Scholarship Fund
Tina Turner Memorial Scholarship Fund
Paul and Alice Tustin Education Fund
Tykeson Family Charitable Trust Scholarship Fund
Umatilla County Cattlemen’s Association Scholarship
Fund
Umatilla Electric Cooperative Scholarship Fund
Union County Cattlewomen’s Memorial Scholarship
Fund
Van Peursem Memorial Scholarship Fund
Vivian Vickers Memorial Scholarship Fund
Howard Vollum Scholarship Fund
William L. and Della Waggoner Scholarship Fund
Charles U. Walker Scholarship Fund
L. Mila Warn Endowment Fund
Watson Nursing Scholarship Fund
Mildred Wilcox Whipple Fund
Dr. James P. and Mary M. Whittemore Fund
Why Not? Fund
Brooke Wilberger Scholarship Fund
Willamette Valley Fund for Science and Health
Training and Education, Founded by June and
Rueben Holm
Margaret M. Williams Memorial Scholarship Fund
Doris J. Wipper Scholarship Fund
Chuck Womer Fund for Rogue Community College
Scholarships
Woodard Family Scholarship Fund
Helen and Robin Woodroofe Scholarship Fund
Harold Alfred Wyatt Scholarship Fund No. 1
Harold Alfred Wyatt Scholarship Fund No. 2
Harold Alfred Wyatt Fund No. 3
YES Project
Zimmer Gunsul Frasca Architectural Scholarship Fund
Water safety lessons at YWCA of Douglas County
OCF Leadership Fund enables OCF to develop
philanthropy in every community in Oregon. The following
supporters contributed from Jan. 1 through Dec. 31, 2014.
Guarantor $1,000+
David Anderson
Appel Family Fund
Frank H. Ault Fund
Arthur Bailey
Dean L. Baker Fund
Florence V. Barnhart Fund
Patricia H. and John C. Beckman Fund
Charles and Norma Beek Charitable Fund
Anthony and Martha Belluschi
J & S Bishop Fund
Barbara Bowerman Fund
Jay and Teresa Bowerman Family
Mark and Cheryl Burnham
Gregory Chaillé
Bob and Yvette Chandler Family Fund
Coughlin Family Fund
Crane Creek Family Fund
James and Anne Crumpacker
Howard and Edna Dietrich Children’s Fund
Carl and Kirby Dyess
Delbert Ellis
Don Frisbee
Robert Geddes
The Don and Carol Haskell Trust
Rocky Henderson
Hennion Family Fund
Jeannette B. Hofer Trust
Ronna and Eric Hoffman Fund
Sue and Mike Hollern Family Fund
Hood River Distillers, Inc.
Huntting Family Fund
Mike and Margo Kalberer
Mr. and Mrs. Michael L. Keiser Fund
Keller Foundation
Kerr Pacific Corporation
Nancy Lematta
Lynn and Jack Loacker
Tim Mabry
Jim and Jenny Mark
Sally McCracken
Duane and Barbara McDougall
Robert McMahon Fund
Tim and Jo Ann McQueary
Lora and Jim Meyer
Raymond Michael
John and Sue Miller
William Moffat
Michael Moore
Lindley Morton and Corrine Oishi
MJ Murdock Charitable Trust
Sue Naumes
Sheila Nolan and Bill De Jager
Oneatta Fund
Eric and Janet Parsons
Hope Hughes Pressman Fund
Random Lengths Publications
Thomas A. and Georgina Russo
Schamp Family Fund
Doris Scharpf
Robert and Janice Schock Fund
Arima Schumann Fund
Bill and Trish Smith
Harold and Jeanyse Snow
So Hum Foundation
Spark Fund
Thomas and Frances Stein
Cornelia and William Stevens
Jeffrey and Janice Thede
Kenneth and Marta Thrasher
Ronald E. and Ivy L. Timpe Fund
John K. Vitas and Pat Towle Fund
Jan Ward
Gary and Eileen Wehrle Fund
Benjamin R. and Elaine M. Whiteley Fund
Carol and Tom Williams
World Vision
Thomas Wrightson Fund
Duncan and Aileen Wyse
Benefactor $500+
Antoinette Arenz
Ray and Jean Auel
Amber and David Austin Family Fund
Brauti Family Fund
John Bridges
Ron and Wilda Bryant
John and Joan Casey
Steve and Susan Corey
James Curran
Comerford DiDente Family Fund
Margueritte Hirschbuhl Drake Fund
Larry and Jeanette Epping Family Foundation
Margaret Evans
Peggy and Bob Fowler
Theodore and Diane Freres
Annual Report 2014
63
Gerald Froebe
Verda Giustina
Dan Gleason and Wendy Ware
Lester Green
Chane Griggs
Harriet Hayes
John and Lari Hodecker Family Fund
Jayne and Douglas Hurl
Kerr/Labbe/Lowe Family Fund
KMDsm Fund
William and Emmy Lawrence Family Fund
Kenneth and Colleen Lewis Fund
Joanne M. Lilley Trust
Eric and Hollie Lindauer Fund
The Manell Fund
Carolyn and Larry McKinney
McMurchie Family Fund
Frederick William Olson Designated Fund
Milo and Beverly Ormseth
Gretchen Pierce
Gayle and Carol Post Family Fund
Judith and Charles Poutasse
Barnes D. Rogers Family Fund
William and Nancy Rosenfeld Fund
David and Jane Schue
John and Linda Shelk Foundation
Donna Shepherd
Robert and Barre Stoll Fund
Norman A. and Helen V. Stoll Fund II
Margery Strass
Thorndike Family Rogue Valley Fund
Kay Toran
Christine and David Vernier
Brett Wilcox
Christopher and Priscilla Williams Fund
Gordon Wright and Anne Moffett
Patron $250+
Frank and Dorothy Anderson
Theodore Barrett-Page
Mary Becker
Peter and Susan Belluschi
Max and Judith Bigby
Sara and Jonathan Brandt
Phyllis Burns
Susan Cain
Elizabeth Carey
Marlan and Angela Carlson
Maureen Thomas Carnahan
Alyce R. Cheatham Family Fund
Meyer Cohen
Stan Culver
Karen and Bill Early Fund
Kathie Eckman
John and Jane Emrick
Ann Fidanque
Tom and Marilyn Fink
Myron Fleck
Curt and Jeanne Fluhrer
Michael and Pamela Forrester
Gerry Frank
H. William and Patricia J. Gazeley Fund
Kit Gillem
Doug Gordenier
Román and Marisa Hernández
John and Lari Hodecker
Don and Lynnette Houghton
Robert H. and Cecelia Huntington Fund
Sara Ingle
Renee Irvin
Richard Jaffe
Jane R. Kendall Living Trust
Peter Koehler
Ross and Mary Lou Laybourn
Marcia and Thomas Lee
Kate Marquez
Mary Ellen and Bob McNutt
Ruben Menashe
Charley Miller and Sally Miller
Carl Moseley and Ronald Menke
Nathan Family Charitable Fund
Suki Near
Chris and Tom Neilsen
OCT Corporation
Michael Olds
Larry and Shirley Perkins
The Portland Vancouver Connector Project
Matthew Prophet
Rosemarie Rosenfeld
Francis Rosica and Sara Behrman
David and Eleanor Sacks
Maria Schmidlkofer
Douglass and Sandra Schmor
Robert and Marianne Schug
Lynn and Doris Sjolund
Sarah Snyder
Dick Solomon and Alyce Flitcraft
John Stott and Margaret Michel
Tom and Vickie Stringfield
Tagmyer Family Fund
Todd and Lorri Taylor
Cindy Thomas
Mike and Jill Thorne
John and Susan Turner
Brent and Wendy Usher
Robert Vaughn
Spike Wadsworth and Sherry Sheng
Betsy Warriner
Weiss Fund
William W. and Patricia L. Wessinger Fund
Ward Wilson
Sponsor $100+
Tami Aho
Jeff Anderson and Joan Vallejo
John and Ann Bakkensen
Candace and William Bartow
Thomas and Diane Bauman
John Becic Family Trust
Larry and Susan Black
Ann Brewer
Jean Brown
John and Kitty Buchner
Albert Bullier
Bill and Barbara Burkart
Butler Living Trust
Richard Carney
Art and Diana Carroll
Community Foundations Services
Kathleen Cornett and Stephen Grove
Tom and Jan Cowling
John and Sharon Crowell
Gretchen Dakin
John Deeming
John and Margaret Delacy
Christine Dickey
Stephen and Nancy Dudley
William Duhaime
Anna Dunlap
Alan and Carol Eberlein
Bill and Theresa Farrens
Earl and Jane Ferguson
Fred Flippence
Jerry Freschi
Kyle Frick
Dave and Lynn Frohnmayer
Sylvia Gates
Sylvia Giustina
Bob and Lesley Glasgow
Randell Guyer
George and Nan Happ
Richard Harr
Sally and Harold Heaton
Bonnie Henderson
Dale and Allen Hermann
Tony and Jeri Holt
Winifred Hood
Ryan Hoppes
Horton Family Foundation Fund
Harriet Isom
Elizabeth Joseph
Edward Kaye
Aase Kendall
Roy and Sheila Kimball
Gordon King
Betty Klepper
Jeanette and Kenneth Knott
Ansel and Judy Krutsinger
Arline LaMear
Peter and Bonny Low
Jeff and Luanne Lynn
Bill and Mary Mainwaring
Mary Louise McClintock
Hon. Lorenzo Mejia and Cristina Sanz
Barbara Mendius
Margaret Mesirow
Peter Nilsen
Georgia and David Nowlin
Joseph Olson
Mike and Donna Oman
Susan Oswald
Ruth and Ted Pepple
Doug Philips
Wayne and Courtney Pierce
Hollie and Alice Pihl
Jean and Jim Pinniger
Ann Smart, Shawn Fincher and Judy Poutasse, Volunteer Grant Evaluator
training, Sunriver
James and Norma Pizza
Gary and Linda Pope
Jane Powell
John Price
Ralph and Diane Puncochar
David Rianda
Campbell Richardson
Janice Rutherford
Richard and Karen Scheeland
William Scott
Penny and Peter Serrurier
Mary and Charles Sinclair
Fritz Skirvin
Boyce and Lori Smith
Southern Oregon Renegades
George and Molly Spencer
Steven Stewart
Lois and John Stilwell
Roger Stokes
Glen and Melinda Sweeney
Henry Swigert
Joan Taylor
Jean Terhune
Johanna and Peter Thoeresz
Dale and JoAnn Thomas
Lynne and Andrea Timmermann
Diane Tutch
Bill and Barbara Warner
Mary and Ted Warrick
Melissa Wilmot
Dwight and Nancy Wilson
Sandra Wiscarson
Carolyn Wood
Saul Zaik
Underwriter
Joy Beach
Howard Bierbaum
Jay Bloom
May Dasch
John and Pat Edmundson
Linda Evans
Jeffrey Gudman
Donald Holman
Michele Howser
Jane Jones
Bill and Nancy Leever
Jeanette McCartney
Margaret Michel
Betty Morgan
Owen Panner
Shirley Ray
Tara Siegman
Ann and Bill Smart
Judith Uherbelau
Sandy and Sidney Van Zandt
Dr. and Mrs. Howard Wagner
Nancy and Dennis Wilson
Bob and Robbie Wright
Sue Miller, Statewide Leaders
Gathering, Sunriver
ADMINISTRATIVE
ENDOWMENT
FUNDS
Raymond M. Alexander Memorial Fund
Dean L. Baker Fund (partial)
Grace W. Bascom Fund
Charles and Norma Beek Charitable Fund (partial)
John and Carol Hampton Administrative Fund
The James S. and Ivy T. Stacy Fund (partial)
Thomas Wrightson Fund (partial)
SUPPORTING
FOUNDATIONS
Robert J. and Leona DeArmond Public Foundation
Sid and Karen DeBoer Foundation
Gray Family Foundation
Peter W. Stott Foundation
OCF Joseph E. Weston Public Foundation
Wieden Family Public Foundation
Annual Report 2014
65
The Oregon Society honors those who have named OCF in their
estate plans through their will, trust or other deferred gift. These gifts help ensure
that in the future our state and our communities will be strong.
Carl Abbott and Margery Post Abbott
Robert and Bonnie Acker
Mike and Tami Aho
Jennifer Allen and Wayne Luscombe
Jim and Darlene Allison
Wayne Alper and Virginia KruegerAlper
Burnell and Jean Marie Ambrose
Rex and Diane Amos
David and Lyn Anderson
Jon and Terri Anderson
Jeff and Debbie Andrews
John and Susan Appel
Jeanne I. Arbow, CPA
Rhea Arthur
E.J. Badger
Darrel and Barbara Baker
Donna Bane
Clinton Basey
Jean and Howard Baumann
Robert and Barbara Bean
John and Patricia Beckman
Patricia A. Bender
Alan and Deborah Bennett
Curt and Carol Bennett
Kimberley Bennett
John and Patricia Bentley
Judith A. Black
Richard “Doug” Blair
Henry and Gerel Blauer
Yvonne Huson Boni
Christ and Barbara Bouneff
Sara and Jonathan Brandt
Martin and Kay Brantley
Stephen and Marjorie Brenneke
Bill and Joyce Briggs
John Broome
Lawrence J. Brown
Philip Brown
Allan D. Bruckner
Chuck and Peggy Brummel
Pauline Bryan
Neil and Mary Bryant
A. Sonia Buist, M.D.
Mike and Carolyn Burrill
Ellen E. Bussing
Roger and Jan Capps
Dick and Linda Carney
Michael Casey and Terrel Wagstaff
Carol E. Cate
Christine Chaillé
Gregory A. Chaillé
Marjorie Chandler
Mike and Simone Chilton
Chester and Mary Clark
66 Christi A. Clark
Ed Clark and Janet Roberts
Mary Clark
Scott Clark
Jolie Cobbs
Arlene Siegel Cogen and Mitchell J.
Cogen
Paul and Nonnie Cole
Mr. and Mrs. James D. Coleman
Pat Collins
Betty and John Compton
Tim and Camille Connelly
Joan Corcoran
Kathleen Cornett and Stephen Grove
John A. Courtney
Tom and Jan Cowling
Drs. Sandra Coyner and Joseph Graf
Michael and Christine Crossland
Mr. and Mrs. Stan Culver
Mike and Carmen Cutting
Dr. Stanley J. Cyran
Myrtle Dalbec
Jon and Nancy Decherd
Cynthia Dettman
Gary and Shirley DeVos
Katharine Diack
Howard N. Dietrich Jr.
Clyde and Jerrine Doctor
Leslie and Page Dos Reis
Kay L. Doyle
Judi Drais
Dick and Maggie Drake
Jacqueline Druck
Robert and Georgina Dubay
Kirby and Carl Dyess
William and Karen Early
Fara Etzel
Alan Evans
Davis Evans
Evergreen Charitable Trust
Sally D. Farrell
Christina Federlein
Dr. Carol Fellows
William S. Findlay
William L. Flatt
Gillian Floren and Gregory Swanson
John and Lynne Forsyth
Joyce Freeman
Timothy and Jeanne Freeman
Ralph W. Fullerton and Myra J.
Friedman
Diana Gardener and Judson Parsons
William H. Gardner
William Gaylord and Linda Eyerman
Scott and Pamela Gibson
Klaus and Dorlene Gielisch
Ted Gilbert
Kit Gillem and Deborah Horrell
Jeff and Joan Gladow
Nona Glazer
Lyn Godsey
Laura L. Good
Ann V. Goodsell
Eric and Tamie Goranson
Doug Gordenier
Grandmother’s Legacy Fund
John D. Gray
James and Deborah Greear
Carolyn Groves
Inge Gruber
Lester and Elizabeth Gunther
Charles Guzis and Miriam St. Clair
Susan Halton
Fred Hamlin
Susan Hamlin
Debbie Hanavan
Terry L. Harrington
Sally Hart
Judith Harza
Chatten Hayes
Michael and Eileen Heaton
Michael Henningsen Sr.
Lyn Hennion
Charles and Ruby Henry
Peter and Mary Hepokoski
Dorothy M. Hermens
Ron and Vicki Herring
Carol C. Herron, CFP
Melanie Hill
Lynn Hochstetter
Jeannette B. Hofer
Suzanne L. Hoffman
Charles and Pamela Hoffmeister
James R. and Linda L. Holder
John Dunlap and Robyn Holdman
Sue Hollern
Blair A. Holman and Virginia I. Tabor
Fund
David and Maryanne Holman
The Honoring Institute
Steve and Jan Hooper
Charles and Lynne Humble
Clement and Phyllis Hunter
Bill and Becky Huntting
James and Linda Hurst
Wilbur and Lela Jackson
Norman C. Jacox
Brad and Judy Johnson
Jan Johnson
Steve Jones
Guy Justice and Eva SmekensJustice
Judy Carlson Kelley
Michael M. Kem
JoAnn and Greg Kemmis
Peter J. Kendall
Robert W. Kendall
Rachael Kester
Shelley J. King
Ron and Linda Klein
Janet Knowles
Willy and Karen Kohne
Howard and Barbara Kraus
Gary D. and Kathryn Judd Kurtz Fund
Mary Kutz and Chris Haubrich
Bill and Ann Lansing
Marlene Lasher
Dave and Ann Lau
William and Emmy Lawrence
Leadingham Living Trust
Karen Leigh and Keith Oldham
Sharon Leighty and Thomas
Szymoniak
Richard Leonetti and Shannon Moon
Leonetti
Joan Levers and David Manhart
Elizabeth Lewis
Eric and Hollie Lindauer
Mary A. Lockhart
Sarah Lockhart and George Kraus
Charles and Marcia Logan
Christine Lolich
Richard G. Long
Lena LoPiparo
George L. Lorance
Greg and Kathy Love
Drs. Robert Lowe and Michelle
Berlin-Lowe
Arvin and Susan Luchs
Barbara and Larry Lund
Barbara Lynn
John Madison
Gary Maffei and Marc Lintner
Sheila Magee
Bill and Mary Mainwaring
David and Shirley Malcolm
Neil and Joan Malling
Tom and Carolyn Maresh
Bill and Mary Marquess
Tony and Janice Marquis
Michael Marx and Donald Marshall
Steven Maxwell
Genie and Steve McBurnett
Jean McClellan
Nancy McClellan
Judy and Bob McDermott
Charles McGinnis
Paul and Sheila McMahon
Northwest Outward Bound School, Portland
Michael E. Menashe
Ruben and Elizabeth Menashe
Barbara J. Mendius
Ronald C. Menke
Brad and Janet Mersereau
Miles and Elizabeth Merwin
Alan and Barbara Meyer
Keith and Debra Meyers
Jack and Kate Mills
Dr. and Mrs. Frank A. Moore
Linda Moore
Sharon Moore
Dennis L. and Victoria A. Morgan
Carl P. Moseley
Dave and Pat Moss
Bob and Carol Mulligan
James and Marilyn Murdock
Calvin and Kay Nakao
Susan F. Naumes
Dr. Cheryl R. Neal
Klaus and Mary Neuendorf
Tonya Nichols and Ron Walters
Don Nielsen
Ronald D. Nordeen
Cate O’Hagan
Ann Olsen
Charlene M. Olson
Sherman and Wanda Olsrud
Ze’ev and Miriam Orzech
June L. Overberg
Mr. and Mrs. Dick Palmer
Robert and Patricia Patterson
Greg and Carol Patton
Hazel Patton
Paul and Alison Pazourek
Joan Pease-Engebrecht
Randall and Sali Peckham
Stephen and M. Ruth Popp
Suzanne M. Port
Sue D. Porter
G. Wesley and Gail Post
Linda Prefontaine
Hope Pressman
Lloyd R. and Glenda L. Ragan
Richard and Wendy Rahm
Chris Rainey
Emmett and Ardella Ramey
Mark Rauch
Edna Ray
Michael V. Reed
Judith Rees
Pamela Reeves
Patricia Rehm
Dwayne and Bette Rice
David and Pamela Richardson
Hannelore Rippel
Richard Robinson
Gary and Christine Rood
George Rowbottom and Marilyn Crilley
Ray Rudeen
Marilyn L. Rudin, M.D.
Betsy Russell
Luwayne E. Sammons
Betty Kay Sanchez
Doris M. Scharpf
Jane Scheidecker
Dorothy and Gene Schoder
Carol Schug
Robert and Marianne Schug
Mayer and Janet Schwartz
William Scott
Don and Sandy Shaffer
Stacy Sharlet
Bing and Carolyn Sheldon
Alberta L. Shindler
Eva H. Slinker
Dianna and Kevin Smiley
Ann Smith
Dick and Harriet Smith
R. Scott Smith
W. Boyce F. Smith and Lori H. Smith
Al Soeldner and Courtney Campbell
Dr. Herbert Spady
Joan T. Spear
Janice Spencer
Laura Spurrell
Leland and Sandra Stapleton
George J. Stavros
Cornelia and Bill Stevens
Jane Stevens
William and Cathy Stoller
Russ and Janice Story
Reggie and BJ Sullivan
Bonnie J. Sulmonetti
Jay Sumner
Jerry Sutherland
Charlie Swindells
Jane M. Terzis and Douglas E. Larson
Suzanne Spitler Thompson
Bill and Angela Thorndike Jr.
Ronald and Ivy Lenz Timpe
Charles Trewhella
Carol Trezona
Michael Trigoboff and Patricia
Leonard
Peter and Lynda Truitt
Barbara Tyler
John Ulmer
Wendy and Brent Usher
Van Cise Family Fund
David and Christine Vernier
John Vitas
Daryl and Chris Vogel
Spike Wadsworth and Sherry Sheng
Bill and Barbara Warner
John and Helen Warner
Grant and Diane Watkinson
Ed and Mary Watson
Dr. John and Libby Watson
Janet Webster
Michael Weinstein
Randy Weisberg
John T. and Dee Ann Weisel
Dr. Henry and Mrs. Janet Weitz
Mary Weller
Lloyd West
David Westcott
Gerald and Shirley Westersund
Jon and Susan Walton Weston
Joseph E. Weston
Alice White
Benjamin and Elaine Whiteley
Carol and Tom Williams
Millicent Williamson
Fran Willis and Ted Johnson
Nancy and Dennis Wilson
Sandra Wiscarson
Irene Wolfgram
Charles Womer
Carlton and Joy Woodard
Casey and Cyd Woodard
Steven and Kathryn Worley
Bruce and Beverly Wulf
Robert Wulf
Suzanne Younge
Nancy Yuill and Andrew Szatkowski
Allan Zee and Judith Chambliss
Annual Report 2014
67
Investment Policy
OCF invests its permanent funds to provide a stable resource for Oregon. Effective investment
management of these funds allows the Foundation to respond to today’s needs while preserving
and enhancing the real value of the funds for future needs.
Investment Returns
Total annualized rates of return for periods
ended Dec. 31, 2014
OCFBENCHMARK*
1 Year
3.1% 2.3%
ASSET ALLOCATION
3 Years
9.1% 9.0%
A diversified portfolio is fundamental to OCF’s investment strategy. A well-diversified investment
portfolio helps maximize investment returns and
reduce volatility. Our Investment Committee regularly reviews the asset allocation strategy. The
allocation among asset classes at Dec. 31, 2014, is
shown at right.
5 Years
7.3%
6.8%
10 Years
6.1%
5.1%
13.3%
Inflation Hedging Assets
(Energy, Commodities, Real Estate)
Private Equity/Venture Capital
Opportunistic Investments
6.9%
3.9%
Growth of OCF Charitable Funds
$1.8 B
$1.6 B
$1.4 B
$1.2 B
$1.0 B
$800 M
$600 M
2014
2013
2012
2011
$200 M
2010
$400 M
0
68 Global Fixed Income and Cash
11.9%
2009
William Berg, Chair, Portland
Lyn Hennion, Medford
Tim Mabry, Hermiston
Duane McDougall, Lake Oswego
William Moffat, Portland
Garth Nisbet, Lake Oswego
Ron Parker, Portland
Eric Parsons, Portland
William Rutherford, Portland
Benjamin R. Whiteley, Portland
Robert Wulf, Portland
Marketable Alternative Assets
2008
INvestment committee members
21.4%
2007
OCF’s Investment Committee oversees the investment program, makes recommendations to
the board of directors regarding investment policy
and strategy, and hires and monitors investment
managers. The Investment Committee is made up
of community volunteers and OCF board members with expertise in investments and business.
Global Equities
2006
OCF Investment Committee
42.6%
2005
To further diversify our portfolio, the OCF Investment Committee selects investment managers
with expertise in managing specific asset classes. For a complete list of investment managers,
please visit our website at www.oregoncf.org.
ASSET ALLOCATION
2004
Investment Managers
* Expected return if assets had been invested in index
funds, based on OCF’s asset allocation strategy.
Financial Highlights
Summary Consolidated Statement
of Financial Position
Summary Consolidated
Statement of Activities
Dec. 31, 2014
Year ended Dec. 31, 2014
REVENUE and GAINS
ASSETS$
Cash and cash equivalents
Investments
Contributions receivable
Assets held in charitable trusts
Other assets
44 M
1.6 B
39 M
77 M
1M
Total Assets
1.7 B
$
Gifts, grants and contributions
82 M
Investment income
32 M
Change in value split-income agreements 2 M
Other income
4M
Total revenue & gains
120 M
GRANTS & OTHER EXPENSES
Liabilities
Grants
Funds expense and program services
Administrative expenses
72 M
3M
10 M
Payables and accrued expenses
3M
Liabilities under split-interest agreements 45 M
Funds held as Endowment Partner funds 189 M *
Total grants and
other expenses
85 M
Change in net assets
35 M
Net assets,
beginning of year
1.5 B
Net assets, end of year
1.5 B
LIABILITIES & NET ASSETS
Total Liabilities
237 M
Net Assets
Unrestricted
Temporarily restricted 1.4 B
74 M
Total Net Assets
1.5 B
Total Liabilities & Net Assets
1.7 B
* Endowment
Partner funds are OCF funds established by
charitable organizations in Oregon to serve as their endowments.
The Foundation maintains variance power and legal ownership
of the funds and reports them as assets. In accordance with
Accounting Standards Codification 958-605-25-33, a liability
has been established for the fair value of the funds, which is
generally equivalent to the present value of future payments
expected to be made to the charitable organization.
These financial highlights were unaudited at the time of publication.
If you would like a copy of the financial statements audited by Deloitte
Consulting LLP, please visit our website, www.oregoncf.org, or call
the Foundation’s Portland office, 503.227.6846.
Annual Report 2014
69
OCF STaff ~ 2014
EXECUTIVE
DONOR RELATIONS
Alisa Hayes, Donor Relations Officer, Metro/North Coast
Chey Kuzma, Donor Relations Associate
Comet James, Donor Relations Associate
Donna Arasin, Administrative Officer, Donor Relations
Fran Willis, Donor Relations Officer, Central and Eastern Oregon
Gloria Webb, Donor Relations Assistant (temporary)
Heather Pruess, Associate Donor Relations Officer
Jennifer Olson Curry, Donor Relations Officer, Metro/Northern
Willamette Valley
Joan Kerns, Donor Relations Officer, Southern Willamette Valley
Kirsten Kilchenstein, Senior Donor Relations Officer
Laura Winter, Vice President for Donor Relations
Maylian Pak, Donor Relations Officer, Southern Willamette Valley
Michael Knackstedt, Donor Relations Associate
Anna Anderson, Receptionist
Art Frank, Director of Technology Services
Caitlin Ruffenach, Researcher
Cathy Zegar, Administrative Officer for Operations
Gina Kaplan, Executive Assistant to the President
Holly Kipp, Researcher
Jeff Anderson, Executive Vice President and COO
Joan Vallejo, Director of Communications
Joel Harmon, Administrative Assistant
John Robinson, Technology Services Associate
Kim Leonard, Senior Evaluation Officer
Lori Shelby, Executive Assistant
Matt Quince, Database Manager
Melissa Freeman, Director of Strategic Projects
Molly Roman, Strategic Projects Coordinator
Sandi Vincent, Communications Associate
Sonia Worcel, Director of Research
DEVELOPMENT
Annie Donnelly, Charitable Gift Planner, South Coast
Arlene Siegel Cogen, Director of Charitable Gift Planning
Chane Griggs, Regional Director/Charitable Gift Planner, Northern
Willamette Valley
Cristina Sanz, Regional Director/Charitable Gift Planner, Southern
Oregon
Johanna Thoeresz, Chief Development Officer
Joy Ricks, Regional Administrative Assistant
Julie Gregory, Regional Director/Charitable Gift Planner, Central and
Eastern Oregon
Leona Westdahl, Regional Administrative Assistant
Monalisa Diamond, Development Associate
Sara Brandt, Regional Director/Charitable Gift Planner, Southern
Willamette Valley
Travis Ward, Development Services Coordinator
Wendy Chou, Philanthropic Advisor
Wendy Usher, Regional Director of Development, Portland Metro
FINANCE AND FUND SERVICES
Amy Reaney, Fund Services Officer
Ashley Sova, Finance and Investments Associate
Elizabeth Carey, Vice President and CFO
Hirut Yehoalashet, Finance Officer
Jan Royse, Accounts Payable Associate
Lisa Bork, Fund Services Associate
Lixin Wang, Accounting Director
Missi DeWitt, Fund Services Accountant
Niccole Ferguson, Fund Services Associate
Ray Klinke, Associate Vice President for Finance and Fund Services
Valarie Rundquist, Program Officer, Endowment Partners
GRANTS AND PROGRAMS
Abby Bush, Associate Program Officer, Early Childhood
Amy Cuddy, Senior Program Officer, Southern Oregon
Belle Cantor, Program Officer, Education
Carly Brown, Volunteer Programs Coordinator
Cheryl Puddy, Associate Program Officer/Administrative Assistant,
Central and Eastern Oregon
Danae Hutson-Lipinski, Program Associate
Jeff Geiger, Program Officer, Southern Willamette Valley
Jennesa Datema, Associate Program Officer, Youth Philanthropy
Kathleen Cornett, Vice President for Grants & Programs
Kim Whitney, Program Associate
Maesie Speer, Program Associate
Maka Chee, Program Assistant
Mary Louise McClintock, Director of Education Programs
Megan Schumaker, Senior Program Officer, Community Grants & Funds
Melissa Hansen, Program Officer, Metro Portland
Michael Achterman, Lead Program Associate for Grants
Michelle Boss Barba, Program Officer, Arts & Culture
Randy Choy, Scholarship Specialist
Roberto Franco, Director, Latino Partnership Program
Rocio Perez, Administrative Assistant
GRAY FAMILY FOUNDATION
Lara Christensen, Program Officer
Nancy Bales, Executive Director
Rana DeBey, Program Associate
TRUST
Create your own legacy through an
endowed fund at OCF. These funds
will make grants in your name, forever,
to help the causes you care about.
OCF and You Oregon individuals, families and businesses trust The Oregon Community Foundation
to make their charitable giving as effective and meaningful as possible. In 2014, OCF was honored to
receive gifts of all sizes from people representing every area of the state. Some donors directed their
gift to specific causes. Others entrusted the allocation of their funds to us. All of these donors share
a sense of community that magnifies the significance of their donation well beyond its dollar value.
Here is what we offer you:
Flexibility and Focus
You decide how, when and where to spend your
money. OCF staff helps you transform your wishes into action.
Reliability
Your charitable funds are invested and professionally
managed in a large and well-diversified portfolio.
Efficiency
Giving through OCF reduces or eliminates the time
and expense of running a private foundation.
Financial Stewardship
We help you achieve maximum tax advantages and work with
your financial advisors and attorneys to incorporate giving into your plans.
Support and Leadership
OCF staff and volunteers in local communities help
identify local needs, so your donations can make the greatest impact.
Family Philanthropy Insights
OCF staff offer planning and facilitation to
engage and transition a new generation of family philanthropists.
Join us.
The mission of
The Oregon Community Foundation
is to improve life in Oregon
and promote effective philanthropy.

2014 Annual Report - Oregon Community Foundation

Transcription

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