THE OREGON COMMUNITY FOUNDATION THE OREGON COMMUNITY FOUNDATION MESSAGE FROM THE BOARD 2

OCF 2016 IN REVIEW 4

OUR REGIONS 6

GRANTS AND SCHOLARSHIPS 34

OCF AND YOU 35

THE OCF FUNDS 37

INVESTMENT POLICY 54

FINANCIAL HIGHLIGHTS 55

OCF STAFF 56 Message From the Board

Dear Friends of OCF, So much has happened at OCF in 2016. Where do we begin? With you — our many donors, volunteers and community partners. Without you, OCF couldn’t have achieved what we did in 2016. For starters, hundreds gathered at Crater Lake for the Britt Music & Arts Festival’s orchestral/ choral performance of “Natural History,” by composer Michael Gordon, thanks to a grant from our Creative Heights Initiative. At last year’s OCF Annual Luncheon, New York Times columnist and human rights leader Nicholas Kristof riveted the room talking about “opportunity inequity.” To create strategies to close that opportunity gap, more than 150 OCF volunteers attended the Statewide Leaders Gathering in September. For our board and staff, we held equity, diversity and inclusion sessions around the state. And our second annual “Women Give” event drew about 300 philanthropists and community leaders. Grantees met in their regions, aiming to improve children’s dental health, arts in the schools, and education for both students and parents. And we distributed pilot grants to support community water solutions in rural Oregon. We also published our 2016 Latinos in Oregon Report, relaying trends to guide changes in communities and personal lives. OCF’s Giving in Oregon and Volunteering in Oregon reports revealed good news: Oregonians, whatever their income, give at a higher rate than the national rate. The state also ranks among the country’s top 25 percent for volunteering. Our annual Board Retreat in Hood River assessed OCF’s past year — over $109 million in grants and scholarships and 140 new funds! — and strategized for the future. We appreciate that you’ll be there with us. As givers and doers, you make OCF possible, and help make Oregon the best it can be. BOARD of DIRECTORS With gratitude, 2016-2017 The OCF Board of Directors

Max Williams Tim Mabry Kirby Dyess Duncan Wyse Jim Mark Trish Smith President and CEO Chair, Hermiston Vice Chair, Beaverton Treasurer, Portland Secretary, Portland At-Large, Bend

Penny Allen Kimberly Cooper Patrick Criteser Román Hernández Duane McDougall Bandon Portland Tillamook Portland Lake Oswego

Sue Naumes Corrine Oishi Sabrina Parsons Lane Shetterly Carolyn Walker Medford Forest Grove Eugene Dallas Portland

2 THE OREGON COMMUNITY FOUNDATION Community. Collaboration. Commitment. These lie at the heart of The Oregon Community Foundation. We’re working side by side with donors, nonprofits and our many other partners all over the state. Together we’re focusing on our shared values to shift communities and shape lives — for the better. This is our Common Passion. We’re building a strong leadership of intention and integrity. Together we recognize that lasting change also requires the participation and wisdom of many. This is our Common Vision. We’re addressing disparities, so that every Oregonian can enjoy equal access to education, health care and a nourishing environment. Together we’re building fruitful lives and flourishing communities. This is our Common Goal. We’re keeping an eye out, hitting our targets and making our mark. Together we’re making a difference that matters — for everyone in Oregon. This is our Common Good.

ANNUAL REPORT 2016 3 2016 Donors. Volunteers. Nonprofits. These are the elements that create impact. Here is a snapshot of the broad areas and deep investments that, together, we have been part of this year.

4 THE OREGON COMMUNITY FOUNDATION CLOSING THE OPPORTUNITY GAP Too often, Oregon’s low-income children, children of color and rural children don’t have the same opportunities as others. These disparities have lifelong consequences. To address this, we fund programs that support parents and families and provide opportunities for children to learn and thrive. $1.6 M delivered $1.5 M in Out-of-School- 18 Studio-to-School $876,000 to parenting Time program grants partnerships supported access education and school boosted middle brought arts education to dental health readiness programs school success. into schools. for children. around the state.

STRENGTHENING COMMUNITIES To create equitable communities, we fund programs that engage diverse community members, strengthen arts and culture, and promote a healthy environment and economy.

$600,000 in loans Latino Partnership Program $7.6 M through Creative Heights helped create jobs in tripled investments Community Grants provided rural and underserved in issues of concern to Program $1 M to artists communities through the Latino community, responded to local for creative our Impact Investing. including education needs and aspirations. opportunities. and community and civic leadership.

INSPIRING GIVING Our volunteers and donors are Oregonians who are passionate about improving lives in their communities. They are the cornerstone of the Foundation, helping us today and creating legacies for the future.

140 new funds $255 M in gifts 1,565 volunteers $1.8 B in assets set up by generous to new and existing gave their time to ensure a strong Oregonians. funds to ensure help communities legacy for Oregon. support for generations. around the state.

ANNUAL REPORT 2016 5 Crook, Deschutes, Jefferson, Sherman, Wasco and Wheeler counties and the Warm Springs Reservation 131 Funds 115 Volunteers 191 Scholarships $46.7 M Value of Endowment $3.76 M Grants & Scholarships Central Representative Grants Central Oregon Trail Alliance, Bend Confederated Tribes of Warm Springs, Warm Springs Crook County School District, Prineville Family Resources Center of Central Oregon, OREGON Bend J Bar J Youth Services, Bend Kemple Memorial Children’s Dental Clinic, Bend Oregon Adaptive Sports, Bend Planned Parenthood, Bend Health Center, Bend Prineville Kiwanis Foundation, Prineville Sisters Folk Festival, Sisters Sunriver Music Festival, Sunriver Wheeler County Community School, Spray Youth Empowerment Shelter, The Dalles

Leadership COuncil Trish Smith, Chair Lori Ray Ronald Bryant Vicki Russell Irene Busmalis Linda Stelle Jeri Fouts Jane Teater Sue Hollern Mark Thomas Nancy Jolstead Amy Tykeson Alyssa Macy Chris Watson Dalton Miller-Jones Ristine Williams Romy Mortensen Heidi Wright Cindy Rainey

6 THE OREGON COMMUNITY FOUNDATION Central OreGon

Dalton Miller-Jones Busting Barriers

rom the time Dalton Miller-Jones first learned to read, there was Now a Portland State University professor emeritus in Developmental one thing he knew for sure. One day he’d be going to college. “It Psychology, Dalton, who lives outside of Bend, first volunteered for Fwas a given in our family.” OCF in 2010 as a grant evaluator and later joined the Central Oregon Leadership Council. What a gift he is. Currently, he’s working statewide A tuition scholarship launched Dalton toward a joint degree in biology with school boards, teachers and legislators to improve school- and psychology. Then came the civil rights movement, “and I had suspension practices. In 2016, he formed a Dynamics of Poverty panel to participate.” While finishing his master’s in neurophysiological with OCF grantees, exploring the link between poverty and academic psychology from Tufts University, he helped push science curricula performance. into inner-city schools in Washington, D.C., and Harlem. “It’s not always about getting large grants or starting new programs,” Jump to 2006, with Dalton as a director on the Oregon Board of he says. “People also need to refocus on what they can do within their Higher Education. “I got a picture of communities all over Oregon current positions and budgets in order to be effective. OCF really listens where finishing high school and attending college were challenges for to communities’ input and strategically provides them with resources — students.” He wondered: What was OCF doing to help bust secondary- helping level the playing field.” education barriers? A lot.

ANNUAL REPORT 2016 7 Central OreGon rts education and libraries. Disadvantaged youth and struggling Anonprofits. A playground and public transit. They all matter to Lari and John Hodecker, of Redmond. Together, they support these concerns Lari and John Hodecker and more with family funds at OCF. A friend told Lari and John about the Foundation, and in 1993 the From Family to Community couple set up the F.J. Hodecker Family Fund of OCF. Named for John’s father, Fred, the donor advised fund is aimed at Deschutes, Jefferson and Crook counties.

Families in the area wanted a new kid-powered, push-pull merry-go- round at Sam Johnson Park’s Hope Playground in Redmond. They got it, partly because of the Hodecker’s fund, and now the world turns a little differently for children. And soon, a public-transit hub will be built in Redmond, responding to requests for bus service between Redmond and Bend, a first for both towns.

This fund also gives generously to support education and disadvantaged youth, as does the couple’s second OCF fund, the John and Lari Hodecker Family Fund. Since its start in 2003, 16 organizations have benefited, including REACH, the High Desert Museum, the BrightSide Animal Center and the statewide OCF Leadership Fund.

“OCF and all the people involved there are really great to work with, on all levels,” says Lari. “If we have any questions, they’re ready to answer and do what needs to be done.” They also make it easy to give. John adds, “Redmond is a great place to live, and we are happy that we can contribute to the community.”

Mary and Neil Bryant rowing up, Neil Bryant wanted to be the next Perry Mason, but Gin a real courtroom. Sure enough, the ‘60s television show and Building Trust his legal secretary mother helped pave his way to business law. As his clients have aged, more and more have turned to him for estate planning. Neil often tells his clients about the option to create OCF funds during their lifetime and as part of their estate. When Neil tells his clients about the Foundation’s advised funds, which welcome the donor’s recommendations to specific nonprofits, “they think it would be fun for them and their children,” he says. And if they don’t quite know where to give? “OCF offers excellent referrals, based on people’s interests,” says his wife, Mary, a retired elementary school teacher. “They have the right information and they get back to you on time. That’s key in helping you make decisions. And staff are local, meeting with people in person. That helps build trust.”

It’s no surprise that the Bryants chose OCF for their charitable gift annuity. And their generosity doesn’t stop there. After learning that too many kids went to school hungry, in 2009 Mary and their daughter Amy Fraley founded Backpacks in Bend. The nonprofit, partially funded by OCF, gives weekly bags of food to 325 children. Says Mary, “We’ve been so blessed, we want to give back.”

Just like Neil’s estate-planning clients. He says, “The ones with children want to take care of them financially. They also want to donate wisely. OCF is a logical choice.”

8 THE OREGON COMMUNITY FOUNDATION Baker, Gilliam, Grant, Harney, Malheur, Morrow, Umatilla, Union and Wallowa counties 57 Funds 163 EASTERN Volunteers 338 Scholarships $29 M OREGON Value of Endowment $3.15 M Grants & Scholarships Representative Grants Arts Council of Pendleton, Pendleton Burns Paiute Tribe, Burns City of Athena, Athena Community Action Program of East Central Oregon, Pendleton Condon Child Care Inc., Condon Eastern Oregon Healthy Living Alliance, Lakeview Eastern Oregon Regional Theatre, Baker City Eastern Oregon Trade & Event Center, Hermiston Eastern Oregon University, La Grande Elgin Health District, Elgin Harney County ESD, Burns Harney County Library Foundation, Burns Hatch Innovation Inc., Portland/Baker City Inland Northwest Musicians Inc., Hermiston Powder Basin Watershed Council, Baker City Rimrock Recycling, Burns Wallowa Land Trust, Enterprise Wesley United Methodist Church, Milton-Freewater Leadership COuncil Tim Mabry, Chair Randy Fulton Aletha Bonebrake George Koffler Steven Corey Kelly Poe J. David Coughlin Anne Stephens Kim Cutsforth J.D. Tovey Fred Flippence Cathy Yasuda

ANNUAL REPORT 2016 9 Eastern OreGon

Tim Mabry A Driving Force

long with Eastern Oregon’s natural beauty, Tim Mabry appreciates Tim and his wife, Nancy, help drive the Foundation with their recently those who live here. “They’re real people and are nice to each formed, donor-advised Mabry Family Fund. “My work with OCF has other. This is a welcoming place, offering a good, simple, forth- introduced me to the human services part of our society, which I hadn’t Aright life,” says the longtime Hermiston resident and chair of OCF’s had a lot of exposure to before,” he says. “There are many people in board of directors. somewhat dire straits and lots of great organizations striving to support them in a variety of ways.” Tim, a commercial realtor and collection-agency owner, first volunteered for OCF in 2008. While he was on the board of the Pendleton Round- Whether in Hermiston or hundreds of miles away, Tim and Nancy’s Up, the Foundation asked him to join the committee for the then-newly generosity continues to make Oregon a great place to live. established Regional Action Initiative.

“The strength of the OCF team impressed me from the start,” says Tim. “The strength of the OCF team “It’s a very hands-on organization; they don’t just write checks and move impressed me from the start. It’s a very on. They’re excellent stewards for donors.” hands-on organization; they don’t just Tim also values the board’s diverse committee priorities — from strategic write checks and move on. They’re opportunities and investments to community engagement and education. “Besides members’ commitment, what really makes the board successful excellent stewards for donors.” is the OCF staff. That’s the grease that turns the wheels.” ~ Tim Mabry

10 THE OREGON COMMUNITY FOUNDATION Eastern OreGon

Ryan Holden Good-Sense Giving

anting more in-person contact with clients, Ryan Holden left his computer systems engineering career for one in law — taking his logical-thinking brain with him. “Like “They’re running an computer programming, estate planning especially requires reasoning to predict, organization with a Wsolve and avoid problems,” says Ryan. He also does estate and trust administration, and business and tax law, as a partner with Yturri Rose LLP, in Ontario. tremendous amount of

Whether it’s someone wanting to start a scholarship fund or a family grieving the loss of a loved assets, but it all comes down one, “I assure clients that I can handle their estate-planning needs so they can deal with more to the care of their donors.” important things,” says Ryan. Also, as someone who refers clients to OCF, “it’s an opportunity to offer people an alternative for how best to put their hard-earned assets to work for themselves ~ Ryan Holden and others.”

OCF benefits communities in so many ways, and Ryan informs clients that a donor-advised fund gives them some say as to where their money goes. “They also have OCF’s expertise in managing and investing the funds. So clients get both.” Plus, the Foundation is regulated, with a board, bylaws, and checks and balances. He spreads the word further through his active involvement in the local Lion’s Club and Chamber of Commerce, which also welcome speakers from OCF.

“They’re running an organization with a tremendous amount of assets, but it all comes down to the care of their donors,” says Ryan. “And this keeps me focused on what’s most important for my clients.” Now that makes good sense!

ANNUAL REPORT 2016 11 Eastern OreGon

Edna Rogers Harrell Community Children’s Fund Hard Work and Gratitude

t will only take a few minutes of conversation philanthropic. There are few families in Now in its fourth year, the fund has distributed with Edna Harrell, matriarch and founder of Baker County that haven’t felt the impact over $29,000 to enrich the lives of underserved the Harrell Hereford Ranch, to realize that of the Harrell family’s contributions. Edna youth across Baker County and North Powder. Ishe and her family are exceptional people. has focused her work volunteering with the Edna explains that it is rewarding to see the YMCA, the Girl Scouts, her Presbyterian fund’s impact on these children, and to know The Harrells radiate hard work. The family church, Neighborhood Watch, 4-H, the Baker that there will always be money in place has been Baker County residents since 1870, County Library and many other projects. for this kind of work. “After all, it’s family and cattle ranchers since 1970. “Each and tradition,” Edna says. “My mother was always every member of the Harrell family knows Over the years, Edna and her family realized very generous in the community. We have five the business,” says Edna. that many of her grandchildren’s friends generations in Baker now and we need to give did not have the money to play sports, go to back to the community to repay what we’ve Although they would never boast about it, camp or participate in 4-H. Her daughter the Harrells are experts in their craft as third- received from it. We are grateful to have been Beth explained, “We were already oftentimes able to live here.” generation cattle breeders. In 2009, Harrell paying informally for these kids’ sports fees, so Hereford Ranch won the “Seedstock Producer of we decided to formalize it and do something. the Year” national award for all breeds of cattle. That’s when Mom started the Edna Rogers Perhaps most important to the community Harrell Children’s Fund with OCF.” around them, they are also extraordinarily

12 THE OREGON COMMUNITY FOUNDATION Clackamas, Hood River, Multnomah and Washington counties 897 Funds 591 Volunteers 827 Scholarships $1.2 B Value of Endowment $41.6 M Grants & Scholarships Representative Grants Albina Head Start, Portland Arts in Education of the Gorge, Hood River Asian Health and Service Center, Portland Cascade AIDS Project, Portland Cascadia Behavioral Healthcare Inc., Portland Children’s Book Bank, Portland Metropolitan Clackamas Women’s Services, Oregon City Clackamas Workforce Partnership, Oregon City Estacada Together, Estacada Fresh Start Culinary Arts Program, Hood River Portland Immigration Counseling Service, Portland Next Door Inc., Hood River Portland Center Stage, Portland Q Center, Portland The Rosewood Initiative, Portland TiE Foundation, Portland Todos Juntos, Canby Unite Oregon, Portland Vanport Mosaic, Portland

Leadership COuncil Carolyn Walker, Chair Kali Ladd Kara Bader Adrienne Livingston George Bell Jim Mark Paul Brown Kimberly Melton Becky Brun Octaviano Merecias Rebecca Burrell Adrienne Nelson Cathy Chinn Corrine Oishi Kimberly Cooper Jaqua Shouka Rezvani Brian Detman Travis Stovall Hanif Fazal Wendy Veliz Robert Geddes Benjamin Whiteley Richard Goddard

ANNUAL REPORT 2016 13 Metropolitan Portland Mercedes Rhoden-Feely Elevated Assets ercedes Rhoden-Feely wants high and talents as councilor on the Aurora City vetting charities. It’s nationally known, Mschool kids to soar. She’s working pro Council. And she connects clients interested and we’re confident in the management of bono to help create a nonprofit that teaches in philanthropy to staff at OCF who can help. assets and funds there. Our clients trust them how to build an airplane at Aurora State Others at the law firm also lend a hand. Dave that the Foundation will serve as responsible Airport, and then sell it. The students from Munro helped write up OCF’s original letters stewards.” As she guides her clients, Mercedes North Marion and Canby school districts of incorporation back in 1973, and Jeff Thede instills in her own two young children the will also shadow the organization’s board, is the Foundation’s legal counsel. importance of giving. while learning about the manufacturing and Says Mercedes, “It’s always nice to work with “We have a wonderful state, with forward- business management fields. people who have philanthropic goals. Often, thinking, compassionate people who want “I try to contribute to the community clients are inspired by general charitable to give to others. That’s a lovely thing. And however I can,” says Mercedes, an associate purposes but need to find the right funding it’s reflected in OCF and what they do for attorney at Thede, Culpepper, Moore, Munro vehicle.” She happily refers people to OCF. communities in Oregon” — help them reach & Silliman. Currently, she gives her time “OCF has broad flexibility, and is great at new heights.

14 THE OREGON COMMUNITY FOUNDATION Metropolitan Portland

Cathy Chinn Big Picture View

athy Chinn’s extended family joins Metropolitan Portland Leadership Council. more. She’s served on many boards, including other longtime Chinese immigrants in Meanwhile, Cathy keeps an eye out too. When those of the Lan Su Chinese Garden and the Oregon, her grandfather having arrived she assesses grant proposals and does site visits Portland-Suzhou Sister City Association. Civic inC the 1920s. She is an immigrant, too, having at select nonprofits, “I get a big-picture view of organizations, such as the City of Portland moved from Hong Kong to the United States as community needs and effective programs that Small Business Advisory Council and the a teen. “I understand immigrant life,” she says. can deliver impact.” Portland City Club Friday Forum Committee, “It’s not easy.” have also gained from her generosity. For nearly 20 years, Cathy has volunteered That’s why OCF’s commitment to equity, for nonprofits, mostly in Portland’s Asian “Especially now with OCF, it’s very rewarding. diversity and inclusion means so much to community. Initially she did so to build her I learn so much about where I can make the her. “They’re reaching out and responding to software consulting business. She quickly most difference,” says Cathy. “OCF has a lot of organizations and issues that might otherwise realized that the organizations’ successful power. Together, we’re doing good things in the be overlooked,” says Cathy, an OCF donor, results from her talents and time were the real community to improve lives for all Oregonians.” grant evaluator and member of the OCF rewards for her, spurring her to volunteer even

ANNUAL REPORT 2016 15 Metropolitan Portland

Charles Hudson Responsibility and Resilience

hief Old Dog got all the attention, and he The fund’s name symbolizes the Hidatsa above the waterline and mineral rights that, Cwas even photographed by the famous culture, which passes down affiliations, assets still today, deliver income to their heirs — Edward S. Curtis. But his wife, Many Dances, and values through the women in families. along with responsibilities,” says Charles. in keeping with their matrilineal Hidatsa Generations of Old Dog’s and Many Dances’ The Many Dances Family Fund “demonstrates tribal society of North Dakota, “was every bit descendants have forged careers in Indian our family’s resilience and carries on our his equal,” says Charles Hudson of his great- law, education, health and the environmental ancient tribal traditions of community, charity grandmother. “I thought it was long overdue sciences. Charles, a Mandan-Hidatsa tribal and care of the land.” for someone to properly honor her — and in a member, is one of them, as governmental way that gives to Indian Country, and beyond.” affairs director for the Columbia River Inter- Tribal Fish Commission in Portland. “I want my sons to carry on So in 2016, Charles formed the Many Dances Family Fund at OCF, overseen by Charles The environment itself has contributed to the our ancient family tradition and his three sons. It focuses on land Many Dances Family Fund. “Sadly, Old Dog’s of community, charity and stewardship, outdoors ethics, homelessness, and Many Dances’ original home and lands food sovereignty, addiction/recovery and the along the Missouri River were lost, due to the a clean environment.” growing movement to reintegrate traditional, construction of the Garrison Dam in 1953. But ~ Charles Hudson healthful diets into people’s lives. with their foresight, they secured new lands

16 THE OREGON COMMUNITY FOUNDATION Clatsop, Columbia, Lincoln and Tillamook counties 40 Funds 74 Volunteers 144 Scholarships $18.9 M North Value of Endowment $2.33 M Grants & Scholarships Representative Grants Coast Agriculture Research Foundation, Newport Astoria School District, Astoria Astoria Visual Arts, Astoria Columbia Memorial Hospital Foundation, Astoria Food Roots, Tillamook Friends of the Seaside Public Library, Seaside North Lincoln County Historical Museum, Lincoln City Providence Seaside Hospital Foundation, Seaside Siletz Tribal Arts and Heritage Society, Siletz Tillamook County Women’s Resource Center, Tillamook Tillamook County YMCA, Tillamook Tillamook Education Foundation, Tillamook Tillamook Forest Heritage Trust, Tillamook Leadership COuncil Patrick Criteser, Chair Linda Kozlowski Tami Aho Heather Lewis Christy Ashley Anita Nichols Mary Blake Patricia Oser Jon Englund Brenda Penner William Hall Fernando Rodríguez Kara Harris Casillas Brett Hurliman Daniel Stein Thomas Hurst Ivy Timpe Mary Jones Janet Webster

ANNUAL REPORT 2016 17 North Coast Celebrating Good Food and Good Works

he Tillamook Cheese Factory has been churning fresh milk into cheese every day for more than 100 years — an original “farm to table” establishment. Watching that process at the popular tourist attraction is an iconic memory for generations of Oregonians. So, with Thelp from OCF donors Lynn Styles and Ted Gilbert, the Tillamook County Creamery Association (TCCA) and OCF hosted a reception there for North Coast community members in November — which was a special treat for all!

In addition to sampling 20-year aged cheese and dipping into ice cream, Joe Prewett, vice president and general manager of branded business at the Association, gave a sneak preview of the plans for the new Tillamook Creamery Visitor Center, now in its initial stages of construction.

As Patrick Criteser, OCF board member and CEO and president of the Tillamook County Creamery Association, said, “Here in Tillamook County, we face challenges with affordable housing, education, children’s services and food insecurity, among others. What makes The Oregon Community Foundation unique is that it gives us opportunities to connect individuals, businesses and organizations with the causes they truly care about. At TCCA, we are enthusiastic about and committed to partnering with other local organizations to help address some of the issues our community faces.” Let the connections begin!

18 THE OREGON COMMUNITY FOUNDATION North Coast

Dave Hatch Holding Oregon Close

rom our forests and coastal waters to Native youth and culture, Dave Hatch opened his arms to all of Oregon. He also embraced Fan obligation to protect, restore and foster the life of this land that he so loved. Breathing his wisdom, passion and commitment into every cause he took on, he inspired others to do the same. Warm, friendly and heartfelt, with an easy smile and eclectic curiosity, Dave had a gift for bringing Indian and non-Indian groups together, to pool their support and pursue solutions for regional challenges that concerned them all.

Dave was a Tribal Council member for the Confederated Tribes of the Siletz Indians, and well known as an environmental activist and cultural-heritage advocate. He was also chair of the Siletz Tribal Arts and Heritage Society (STAHS) in Siletz, which he helped found in 2011. The importance of tribal cultural and religious activities, sites and locations stands at the center of STAHS. It urges the revitalization, restoration and practice of these through outreach, educational and training programs, and, eventually, a cultural center and museum Columbia River Gorge and tribal longhouses. Oregon Coast Aquarium gathered as the Elakha here. When Dave died, OCF made a memorial Here, they learned hands-on about cultural Alliance, which Dave co-founded. “Elakha” grant to the Society in his honor. values, science, environmentalism and survival is Chinook jargon for “sea otter,” an animal skills, while building their self-esteem. culturally significant to the Siletz Tribe and that Dave gave his best to the Foundation. He served was hunted out of its Oregon Coast home. The from the start on the Advisory Committee Both the Native American Youth and Family group brought them back, restoring ecosystem of OCF’s Howard Vollum American Indian Center and the Native Arts & Cultures Scholarship — for Native American high school balance, and Dave was named a finalist for Foundation enjoyed having Dave on their graduates (or equivalent) pursuing science, the Ecotrust Indigenous Leadership Award boards. Without him, the Hallie Ford Museum of computer science, engineering and math in 2001. Six years later, he helped mobilize a Art at Willamette University in Salem wouldn’t careers. Dave himself worked for years as a government agreement for the Confederated have such an impressive collection of Northwest project engineer for the City of Portland Traffic Tribes of Siletz to oversee about 3,800 acres of Native American traditional and fine art. Management Department. Oregon Coast Range forestland, to protect the “Dave had a strong sense of what it meant to be habitat of the marbled murrelet, a small North “He always made a personal connection Pacific seabird. with students, really listening to them and steeped deep in his culture,” says Belle. “Wanting to maintain the knowledge and tradition of encouraging their leadership,” says Belle Cantor, Dave loved the water as much as those birds OCF’s program officer for education. the Siletz people, he welcomed everyone — do; he was an avid drift boater and kayaker. So whatever their ethnicity — to understand, his family set his ashes out to sea. He lives on Volunteering with the Oregon Museum of connect with and share in those.” Science and Industry’s (OMSI’s) now-defunct in those waters — and in the hearts of everyone Salmon Camp Project, Dave took urban Change-makers from coastal tribes, Ecotrust, whose lives he touched. And Oregon will always Native middle and high school students to the OMSI, universities, the Oregon Zoo and the hold him close.

ANNUAL REPORT 2016 19 Marion, Polk and Yamhill counties 96 Funds 134 NorthERN Volunteers 302 Scholarships willamette $53.6 M Value of Endowment $6.6 M Valley Grants & Scholarships Representative Grants Boys & Girls Club of Salem, Marion & Polk Counties, Salem CAPACES Leadership Institute, Woodburn Capital Futbol Club, Salem Carlton Community Foundation, Carlton Catholic Community Services Foundation, Salem Dallas Downtown Association, Dallas EVOLVE Workforce & Multifamily Housing Services, Woodburn Historic Elsinore Theatre, Salem Immanual Lutheran Church, Silverton Library Foundation of McMinnville, McMinnville Lord & Schryver Conservancy, Salem Mid-Valley Literacy Center, Salem Paradise of Samoa, Keizer Sable House, Dallas Salem Area Trail Alliance, Salem Salem Public Library Foundation, Salem Yamhill County Cultural Coalition, McMinnville Yamhill County Enrichment Society, McMinnville Leadership COuncil Lane Shetterly, Chair Cindy Jones Angel Aguiar Jane Jones Mark Burnham Eric Lindauer Ryan Collier Sue Miller Cynthia Condon Selma Moon Pierce Christine D'Arcy David Rhoten Leslie Dinsdale Maria Schmidlkofer Deana Freres Erin Stephenson Arnie Hollander Elias Villegas Susan Hopp Ken Wright

20 THE OREGON COMMUNITY FOUNDATION Northern Willamette Valley

Marion Polk Food Share Finding Joy in Challenges

or Rick Gaupo, president and CEO of Gaupo says, “but the language I use is ‘joyfully invest, or worry about disbursements: they Marion Polk Food Share, words matter. challenging.’” Part of that challenge is ensuring just sort it out. It’s easy-peasy. And frankly, Marion Polk Food Share, he explains, no the organization’s sustainability, he says, which I think that OCF endowments are easier for Flonger serves clients, it serves neighbors. It no is why the Food Share opened an endowment donors too: It gives them one place to work longer serves counties, it serves communities. fund at OCF. “I’m wired for the long-term vision, with multiple causes they care about. We These terms are important, he says, because so an endowment makes complete sense. It received a very generous endowment bequest they get to the very root of the Food Share’s gives organizations the freedom to move in the last year that we may not have been able to ethos: acknowledging different communities’ direction they’d like to go, and it offers donors get if we didn’t partner with OCF.” distinct needs, and meeting those needs in a the opportunity to see that the revenue they’ve spirit of neighborly exchange and community- generated over their lifetime will have multiple building. Sometimes, that means driving mobile lifetimes of impact — it offers donors a chance “I’m wired for the long-term food pantries to migrant farmworkers’ job sites; to give in a way that’s very meaningful to them.” vision, so an endowment sometimes, that means adding a new Meals on Having the Food Share’s endowment housed Wheels route for Dallas’ low-income seniors. makes complete sense.” at OCF, Gaupo says, has added value. “Working Catering for so many diverse communities with OCF has been very straightforward — ~ Rick Gaupo is “super challenging and complicated,” we’re not trying to guess about where we

ANNUAL REPORT 2016 21 Northern Willamette Valley

Jane Jones Giving Back, Getting Back

sk Jane Jones what she enjoys doing fundraiser for the Oregon Garden Foundation, Joining those donors are Jane and her husband, most in life and she’ll tell you: quilting, and board member of Silverton Area with OCF’s Jane and Ron Jones Fund, established reading, gardening and being with her Community Aid (SACA) and Legacy Silverton in 2015 to support Silverton nonprofits. So far, Agrandchildren. She also loves to volunteer. Health, among others. they’ve given to the After School Activities “I’ve done it ever since I was president of my Program. “As the fund grows, there’ll be more,” And for the past few years she’s been a high school Y-Teens club,” she says. “It feels says Jane, with an eye toward the Silverton member of OCF’s Northern Willamette Valley good to give back. And I like meeting new Country Historical Society and the Latimer Leadership Council. Along with informing people and working together to support the Quilt & Textile Center, in Tillamook. the Foundation of organizations in need, Jane community.” visits those and others, encouraging them to As Jane and Ron help sew organizations’ needs Born and raised in Salem, and now 14 years apply for grants. “Some of them wouldn’t have to philanthropic solutions, they and OCF in Silverton, Jane, a proud member of the known about OCF otherwise,” she says. “And contribute to piecing together in Silverton the Rotary Club here, has served as president of I’m connected enough in the community to fabric of an even stronger community. the Silverton Area Chamber of Commerce, know donors who want to give.”

“I like meeting new people and working together to support the community.” ~ Jane Jones

22 THE OREGON COMMUNITY FOUNDATION Northern Willamette Valley

Barry Nelson and Chad Campbell Trusted Advisors

t’s just something you do. “As responsible citizens in the community, you reach out and give a helping hand,” says Barry Nelson, CFP. “To make the world a better place,” adds Chad Campbell, “OCF is the glue that holds CTFA. In Salem, they’re both actively involved in Rotary International and have served on communities together across Iboards for several nonprofits, including the Willamette Valley Estate Planning Council. Oregon, to allow legacies to Chad, a Certified Trust and Financial Advisor, and Barry, a Certified Financial Planner — owners live on.” of Capital Financial Planners LLC — often connect clients with OCF. For nonprofessional trustees and others, they help manage family trusts and plan estate goals, which often involves ~ Barry Nelson philanthropy. “Many charitably inclined people don’t think about giving beyond their last breath,” says Barry. “We get to have conversations with them about that.”

The two speak highly of OCF. “They bring a team of professionals, and structure, assuring our clients that their financial gifts will be stewarded properly,” says Chad. Barry points out, “OCF is also flexible, able to unwind an existing, cumbersome asset and modify it to the client’s preference.” Also, with an advised fund, their clients can be as involved as they want, regarding where their money goes.

“It’s a wonderful thing from a donor’s perspective,” says Chad. “They know their money will be distributed and managed to a fiduciary standard of care, while making good things happen. Certain enterprises, service organizations and projects simply wouldn’t exist without OCF.”

As Barry puts it, “OCF is the glue that holds communities together across Oregon, to allow legacies to live on.”

ANNUAL REPORT 2016 23 Coos and Curry counties 53 Funds 98 Volunteers 214 Scholarships $23.5 M Value of Endowment $4 M Grants & Scholarships Representative Grants Bandon Community Youth Center, Bandon Brookings-Harbor Community Helpers Inc., Brookings Chetco Historical Memorial Project, Brookings Coast Community Health Center, Coos Bay Confederated Tribes of Coos, Lower Umpqua & Siuslaw, Coos Bay Coquille Indian Tribe, North Bend Friends of Curry Public Library, Gold Beach KAIROS, North Bend Little Theatre on the Bay, North Bend Nancy Devereux Center, Coos Bay Southwestern Oregon Community College, Coos Bay Leadership COuncil Penny Allen, Chair Shala McKenzie Kudlac Joseph Bain Georgia Nowlin Angela Cardas Heidi Pahls Les Cohen Janet Pretti South Kirk Day Jim Seeley Roger Gould John Sweet Jennifer Groth Dale Thomas Bryan Grummon Jayson Wartnik Chris Hawthorne John Whitty Coast Barbara Kronsteiner

24 THE OREGON COMMUNITY FOUNDATION South Coast

Coast Community Health – Port Orford Coordinating Services, Building Community

“It’s an honor and a compliment to get a grant from OCF, and it’s a real affirmation of the work that we are doing.” ~ Linda Maxon

excited about the breadth of services the he most westerly town in the lower 48, equate to lost wages, schooldays or child care, new center will provide: In addition to much- Port Orford is one of Oregon’s most so it’s easy to understand why many Port Orford needed doctors and dentists, it will provide scenic coastal communities. Nestled residents forgo access to regular care. Tbetween the coast range and Cape Blanco, mental health and substance abuse services the town overlooks a perfect half-moon bay But all of this is about to change. Coast Com- and a discount pharmacy. It will also partner whose clear waters, forested cliffs and basalt munity Health Center (CCHC), headquartered with other nonprofits and service providers monoliths make for a stunning view. in Bandon, first received an OCF grant nine to assist local schools, veterans and people years ago. Since then, they have grown into a experiencing homelessness. As a tourist, Port Orford is a wonderful place regional health care leader, providing a grow- The goal, says Maxon, is to be a one-stop shop to visit. But for residents, life has been tough in ing number of diversified and collaborative for coordinated services. For Port Orford, she recent decades: Jobs have dried up, its suicide services to Bandon and surrounding commu- continues, “the barriers to health care access rate is now the highest in Oregon, and it has nities. Now, CCHC is launching a campaign to are currently high. But a community health been nine years since the town had a dentist build a health center in Port Orford, and OCF care center is exactly that — services for the and 21 years since it had a pharmacy. That is pleased to contribute $100,000 to seed this community. If you can improve a community’s means that if you have a sore throat or need invaluable project. a prescription refill, you have to drive down to physical health, it trickles over into everything Gold Beach, or up to Bandon or Coos Bay — a “It’s an honor and a compliment to get a else, improving the emotional, economic, social minimum two-hour commitment, or most of grant from OCF, and it’s a real affirmation and educational health of the town. Our mission, the day if you rely on public transport. For a of the work that we are doing,” says CCHC’s and our deep desire, is to bring the resources primarily low-income community, lost hours executive director, Linda Maxon. She is that make the whole community well.”

ANNUAL REPORT 2016 25 South Coast

Judge Paula Bechtold A Judge’s Generosity

very day, Paula Bechtold sees people in will be wisely invested and distributed. She Coos Bay can continue to attract people who crisis or conflict. As Coos Bay’s Circuit formed the fund in 2016, in part with income bring new ideas and new wealth.” Court judge for more than 22 years, “I like from her husband, a lawyer, who died in Paula’s husband would be pleased. She says, Eto think I’m changing lives for the better,” she 2008. “As I’ve gotten closer to retirement, I’ve “He loved our community as much as I do.” says. “But I don’t do anything fun at work.” thought, it’s one thing to leave money in my will, but it also makes sense to enjoy seeing She does at Marshfield High School, though. what happens with my donations while I’m still “It’s one thing to leave money Here, she volunteers as an advisor to the Z alive,” she says. Club, sponsored by Zonta International, with in my will, but it also makes its mission to empower women worldwide Paula is interested in giving to organizations sense to enjoy seeing what through service and advocacy. Paula meets related to youth, family, music and art, history, weekly with motivated students, helping guide and the environment. “And I’m really excited happens with my donations them as they plan school, community and about our historic Egyptian Theatre and while I’m still alive.” international service projects. its renovation, and also the new project to ~ Paula Bechtold renovate the Liberty Theatre. It’s important to She also likes knowing that the OCF donor- have a thriving arts and culture scene here, so advised Paula Bechtold and Robert Laird Fund

26 THE OREGON COMMUNITY FOUNDATION Jackson, Josephine, Klamath and Lake counties 133 Funds 213 Volunteers Southern 427 Scholarships $119 M Oregon Value of Endowment $8.37 M Grants & Scholarships Representative Grants Ashland Family YMCA, Ashland Bonanza Big Springs Park and Recreation District, Bonanza Peter Britt Gardens Music & Arts Festival, Medford Butte Falls Community School Partnership, Butte Falls JPR Foundation, Ashland Klamath Community College, Klamath Falls Klamath Outdoor Science School, Klamath Falls Klamath Tribal Health & Family Services, Klamath Falls Lake Health District, Lakeview Medford School District 549C, Medford Options for Southern Oregon, Grants Pass Pacifica — A Garden in the Siskiyous, Williams Rogue Gallery & Art Center, Medford Ross Ragland Theater, Klamath Falls Southern Oregon ESD, Medford Southern Oregon Friends of Hospice, Ashland Southern Oregon Land Conservancy, Ashland Three Rivers School District, Grants Pass Leadership COuncil Sue Naumes, Chair Stephen Roe Cecelia Amuchastegui Patsy Smullin Susan Cain Roger Stokes Elizabeth Crossman William Thorndike Alice Dinsdale Terrel Wagstaff Eric Foster James Walls Lyn Hennion Josh Welch Hyla Lipson Mark Wisnovsky Kate Marquez Charles Womer Melissa Maxwell

ANNUAL REPORT 2016 27 Southern Oregon n this tucked-away timber and agricultural town, “it takes a village of Ivolunteers to make things happen,” says Tillie Flynn, general manager since 1984 of the Lake County Examiner, in Lakeview, Oregon.

One of those things is the Gladys and Forrest Cooper Scholarship Fund. Formed after the Coopers’ deaths, it’s for graduates of a Lake County high Tillie Flynn school and any four-year college or university, who are pursuing a U.S. Making the Grade postgraduate degree. Tillie was among the original five community-minded leaders whom Forrest had selected as trustees of the fund. By then, he was a retired attorney and Gladys lived in a nursing home. “They were a delightful couple,” says Tillie, committee chair of the fund. “They didn’t have children, and they helped Lake County youth however they could.” Forrest also wanted to give money back to the county after he and Gladys died.

The trustees spent more than a year discussing how to dispense the funds, knowing that education is very important to Lake County residents. With so many undergraduate-only scholarships already available, “we felt a real push to step it up a notch,” says Tillie. But the group needed help, and OCF was it. “They manage other funds in Lake County, large and small, and they’re all well taken care of. And they’ve been great to work with, always ready to help us however they can.”

Likewise, the Gladys and Forrest Cooper Scholarship Fund is ready for those future lawyers, doctors and dentists. “Thus far, we’ve been able to fund a stipend to everyone who applies,” says Tillie.

Jane and Earl Ferguson “We feel good when we receive Love Leaves A Legacy letters from kids in their first year of college, thanking us.” hey were high school sweethearts in the small, northeast Oregon town of Weston, Tmarrying soon after graduating. Though Earl and Jane Ferguson have lived in other ~ Jane Ferguson places — and now in Chandler, Arizona — they often return to Oregon. And a part of them will always remain there.

The Earl and Jane Ferguson Fund makes sure of it. Set up in 1994 with OCF, it all goes to the Church of the Brethren in Weston, for those in need. Free Thanksgiving and Christmas food baskets brighten up the holidays, and at the Pioneer Days Picnic, kids enjoy a free barbecue lunch. Other worthy causes receive any yearly leftover funds.

“Earl and I grew up during the Depression. Though we didn’t have a lot, we felt we had enough. After we retired, we could afford to give back to Weston.”

They also give to Klamath County through the Earl and Jane Ferguson Scholarship Fund, formed in 1998. Before moving to Arizona, they lived in Klamath Falls for 24 years, where Earl was superintendent of schools. Jane had worked as an elementary school teacher and later as the school’s library media specialist. The fund awards graduates from Klamath County high schools based on their academic potential, financial need and moral principles.

Jane says, “We feel good when we receive letters from kids in their first year of college, thanking us.” Meanwhile, she and Earl feel grateful for their high school — and the love they found there that, through their generosity, promises to live on for others.

28 THE OREGON COMMUNITY FOUNDATION Southern Oregon

Patsy Smullin A Class(room) Act

very week, OCF volunteers meet in their regions to identify community needs, invite nonprofits to apply for grants and then choose the recipients. What’s so special about this “It’s exciting that kids Egrantmaking process? The volunteers are elementary, middle and high school students. are learning about In OCF’s classroom-based Community 101 (C101) program, teachers act as program advisors, philanthropy and playing guiding students through grantmaking as they build leadership, teamwork, public-speaking and an active role in bettering other valuable skills. In 2015-2016, about 1,100 students from 49 Oregon schools gave 12,000 hours to community service and $273,000 to nonprofits. their communities.”

Patsy Smullin is a longtime C101 supporter in Medford, and a member of the OCF Southern Oregon ~ Patsy Smullin Leadership Council. She’s also president and owner of California Oregon Broadcasting Inc., which owns KOBI-TV, KOTI-TV and three other television stations. “It’s exciting that kids are learning about philanthropy and playing an active role in bettering their communities,” she says. “They all want to help. Some have family members or friends who battle substance abuse or addiction, lack education or have dealt with suicide.”

She joins the many individual donors and businesses giving their money and/or time to C101, started in 1997 by the PGE Foundation, which remains a major contributor. Patsy funds the program at Medford’s Washington Elementary and McLoughlin Middle schools, and regularly meets with students there.

“I just listen and follow their progress to make sure they’re having fun and learning,” she says. “I see them gain community awareness and watch them realize the difference they can make. The increase in students’ self-confidence can be life-changing for them — and those they help.”

ANNUAL REPORT 2016 29 Benton, Douglas, Lane and Linn counties 285 Funds 248 Volunteers 619 Scholarships SOuthERN $286 M Value of Endowment $21.5 M willamette Grants & Scholarships Representative Grants Valley Arts and Business Alliance of Eugene, Eugene Boys & Girls Club of Corvallis, Corvallis The Child Center, Springfield Delgani String Quartet, Eugene Downtown Languages, Eugene Huerto de la Familia — The Family Garden, Eugene Integrated Arts, Eugene Lane Arts Council, Eugene Relief Nursery, Eugene Rose Children’s Theatre, Eugene Springfield Education Foundation, Springfield St. Vincent de Paul Society of Lane County, Eugene Leadership Council Sabrina Parsons, Chair Michael Coughlin Anita Cox Jane Kammerzelt Kelly Leonard George Letchworth Julie Manning Roger McCorkle Jo Ann McQueary Gretchen Pierce Kathryn Porter Ian Richardson Jon Ruiz Matt Sayre Marty Smith Mary Jo Wade

30 THE OREGON COMMUNITY FOUNDATION Southern Willamette Valley

Scott Corey Fired Up for Philanthropy

cott Corey will never forget his client’s words. “Nobody ever told me I could do that.” He Sexplains: “How often do you get to hear someone tell you that you changed their thinking in a wonderfully positive way?”

If you’re Scott, fairly often. As an estate planning attorney in Springfield, “my aim is to create a spark in my clients that lights their philanthropic fire, and get it blazing.” When they see how OCF can change their legacy vision, it’s the bright spot of Scott’s practice.

“Everyone can be a philanthropist. Giving demonstrates your family values in a very concrete way.” ~ Scott Corey

How does he do it? “I’m all about families,” he says. “I engage people in a thoughtful, caring process, asking them questions and listening carefully as they talk about their family, children, careers, interests, hopes and dreams. Over multiple meetings, we have in-depth discussions about everything they love, own and value. I help them define their goals for what should ultimately happen with their family resources.” Sometimes, the client never mentions charity, and that creates an opportunity for Scott to bring up OCF. “I describe OCF as ‘the mutual fund of charitable giving,’” he says.

“Everyone can be a philanthropist. Giving demonstrates your family values in a very concrete way. And when you involve your children through a donor advised fund, they learn how your family’s philanthropic wealth can help others now, and well into the future. Inspiring clients to experience the value of making a joyful gift through their own family’s philanthropy truly leaves a legacy — not from the wallet, but from the heart.”

ANNUAL REPORT 2016 31 Southern Willamette Valley

Boys & Girls Club of Corvallis Linking Services, Reducing Barriers

or over 1,000 Benton County kids a day, and over 10,000 each year, the Boys & “The intangible support Girls Club of Corvallis provides access we’ve received from OCF— Fto after-school and summer programs and services ranging from sports to meals to career the emotional support and counseling and dental checkups. “Our goal is encouragement — has to annihilate childhood poverty, and you know also been invaluable.” what? It’s not that hard: You just have to stick with it. You build a program that links services ~ Helen Higgins and resources all together, and then you stick with those kids and support them like you order to reduce the barriers to access and to would with your own kids,” Executive Director remove the stigma,” says Higgins. Helen Higgins says. Higgins says that they are particularly grateful On April 18, the Club reached an exciting for the $100,000 grant they received from milestone: the groundbreaking ceremony for OCF. “The OCF grant has helped us secure the their new Center for Youth Excellence, which dollars to build the facility, but the intangible allows them to expand the programs they support we’ve received from OCF — the provide to high school students, add a full-sized emotional support and encouragement — has gym, and — its most revolutionary innovation also been invaluable. To know that there’s this — host integrated medical and mental health team of people out there that see the value services upstairs. “The idea is to put the services of our project and who champion it...it’s that where the kids feel comfortable and safe in motivation that really keeps us going!”

32 THE OREGON COMMUNITY FOUNDATION Southern Willamette Valley The StepHen Yih Scholarship Fund From Humble Start to Huge Help

“I started the fund so students could get the financial help that Stephen didn’t get when he went to graduate school in America.” ~ Mae Yih

omeone should make room on the of Mines. The following year, Stephen led the Speriodic table of elements for “endurance,” production of zirconium in the company’s “dedication,” “wisdom” and “generosity.” They new Albany plant, which he launched. Later, were the basic components of Stephen Yih’s as president, he still made time to serve on amazing life as a groundbreaking leader in the the boards of the Boys & Girls Club, and two metals industry. schools of OHSU.

Honoring his achievements and commitment “The scholarship also recognizes America as a to pioneering work in new metals, his wife, land of great opportunity,” says Mae, a former Mae, established The Stephen Yih Endowed Oregon state senator. “Determination, hard Scholarship Fund, after his death in March work and advanced knowledge lead to high 2009. The fund, now at OCF, will award $1,250 achievement. My hope is that nations would annually to four qualified, graduating high share knowledge in science and technology school seniors from South Albany and West for mutual benefit, and improve friendship, Albany high schools who need financial trust, trade, prosperity and peace in the assistance to pursue a four-year degree in world.” Atoms everywhere would shift. chemistry, math, physics or engineering.

Born April 2, 1919, in Shanghai, Stephen came to the U.S. in 1947 with only $500, but that didn’t stop him from earning an M.S. in electrical engineering and another M.S. in mechanical engineering. In 1955, as an engineer for Wah Chang Corporation, he produced high-quality titanium in a pilot project with the U.S. Bureau

ANNUAL REPORT 2016 33 Grants and Scholarships By joining the passion of donors with the critical work of nonprofits, OCF’s 2016 investments are helping change lives and strengthen communities in every corner of the state.

Arts and Culture Economic Vitality Education Health and Well-Being Livability Scholarships Other $11.7 M $1.9 M $32.1 M $29.6 M $16.7 M $9.3 M $6.9 M

TOTAL: $108.2 MILLION

34 THE OREGON COMMUNITY FOUNDATION What We Offer Oregon individuals, families and businesses trust The Oregon Community Foundation to make their charitable giving as effective and meaningful as possible. Here are a few of the ways we can help you as well: Professional Gift Planning From the simple to the complex, our charitable gift OCF planners can help turn your assets into impact. investment Management Your charitable funds are invested and professionally AND YOU managed in a large and well-diversified portfolio. Tax Advantages We help you achieve maximum tax advantages and work with your financial advisors and attorneys to incorporate giving into your plans. Grantmaking Assistance Our staff can help you maximize the impact of your grant dollars, no matter what your passion. Family Philanthropy Insights We offer planning and facilitation to engage your new generation of philanthropists.

Types of Funds We can help you choose which type of fund is right for you. Donor Advised Funds allow you to be an active participant, recommending grants from your fund. Scholarship Funds allow you to establish the scholarship criteria, while the Foundation provides outreach, selects students and monitors student performance. Designated Funds allow you to name one or more specific organizations to receive annual support. Field-of-Interest Funds let you choose a particular area of need, and OCF selects specific organizations to fund. Discretionary Funds entrust the Foundation’s board to make grants to meet the greatest current needs.

ANNUAL REPORT 2016 35 OCF is Your Foundation

Since 1973, Oregonians have worked with OCF to make lasting gifts for the betterment of the state. Each year, the Foundation is honored to received gifts of all sizes from people representing every area of the state. Some donors direct their gifts to specific causes. Others entrust the allocation of their funds to us. Together, they guarantee incalculable collective impact for generations to come. These funds are listed by the region in which the gift originated, although many of the funds support causes in other areas of the state.

Create your own legacy through an endowed fund at OCF. Your fund will make grants in your name, forever, to help the causes you care about. Join these Oregonians.

36 THE OREGON COMMUNITY FOUNDATION CENTRAL OREGON

Lori and Les Cooper Fund 131 funds Marcile Bates Cowlin Fund II Crook County Foundation Fund New Funds in 2016 Curran Family Fund Cushman Family Fund Elvira Behrens Scholarship Fund Michael and Carmen Cutting Family Fund Benedikt Family Fund The Divine Will Fund Benson & Shank Fund Rudy and Debbie Dory Fund Emeline Fund Echo Fund The McLeod Fund Rod & Lori Ray Scholarship Fund Eckman Family Fund Leonard & Julia Ritter Family Scholarship Eckman-Wenick Family Fund Fund Keith Foster Engineering Scholarship Fund William and Candace Ruland Fund Toni Berke Foster Memorial Scholarship Dorothy Schwab Memorial Fund Fund Dorris Coombs Thomas Fund II Fritz Family Fund Bill and Tom Triplett Fund Giving Tree Fund Gregory M. Wilson Fund Gobez Fund Goodmonson Family Fund Existing Funds David and Marlene Amato Guasco Fund Fred Hamlin Family Fund Ahimsa Fund Hands & Feet Charitable Fund Anonymous Fund #43 Harrington Fund Mid-Columbia Senior Center Appel Family Fund Helland Family Fund Dottie and Eli Ashley Fund Collins and Wendy Hemingway Fund Bend Branch of AAUW Charles and Helen The Mabel and Allan MacKenzie Phoenix Fund Kenneth D. Stovall Memorial Fund F.J. Hodecker Family Fund Weil Memorial Scholarship Fund Scholarship Fund Phoenix Scholarship Fund Todd and Lorri Taylor Fund John and Lari Hodecker Family Fund Thomas J. and Carolyn R. Maresh Family The Benfield-Blankenship Family Fund Pine Hill Fund The Tetherow Foundation Fund Fund Bergmann Family Fund Sue and Mike Hollern Family Fund Potato Pioneers Fund MBW Fund John Teller & Amy Tykeson Fund Bowerman Rodeo Sportsmanship The Hollis Fund Bill and Cindy Rainey Fund Scholarship Fund Charles E. and Mary Miller Family Fund Dorris Coombs Thomas Fund Hope For Tomorrow Fund Richard E. and Nancy S. Raschke Robert and Clella Thomas Family Fund E.H. and M.E. Bowerman Advised Fund Gordon Hunter Fund Craig W. and Linda J. Moore Family Fund Engineering Scholarship Fund Robert E. Burleigh Fund Richard S. Huson Family Fund Morrison Family Fund Shirley V. Ray Fund David and Sarah Thorsett Family Fund Ruth Burleigh Fund Dawn Lee Jordan Memorial Scholarship Moss Family Fund Sumner and Adele Rodriguez Fund Tiger Heritage Fund The Caliban Fund Fund The Nicholas Fund The Ross Family Fund Tompkins Family Fund Capozzi Family Fund Frank and Julie Jungers Fund Dee Niskanen Family Fund Rick and Diane Rupp Family Fund Erin L. Tureck Memorial Scholarship Fund Casey Family Fund KC Ranch Fund North Rim Deschutes River Fund Robert and Janice Schock Fund Tina Turner Memorial Scholarship Fund Central Oregon Arts and Education Fund Robert G. Kirby Fund NTFBS Fund Serrurier Family Fund Van Cise Family Fund Bob and Yvette Chandler Family Fund Ron and Linda Klein Fund Office of Student Access and Completion Shelk Fund Ward Family Fund Nancy R. Chandler Visiting Scholar Kottkamp Family Fund Fund Donald K. and Nancy M. Smith Family Fund Recil and Violet Watson Alzheimer’s and Program Doane Education Trust Subfund The Kralj Family Fund Earl and Ann Smith Fund Related Disorders Fund Robert W. and Marjorie C. Chandler Fund Langmas Family Scholarship Fund Kimberly Olson Memorial Scholarship Patricia L. Smith Fund Robert W. and Nancy R. Chandler Fund Fund Gary and Eileen Wehrle Fund Charles and Marcia Logan Scholarship SNCO Professional Development and Wilkins Family Fund Robert W. Chandler Fund Fund Omi Fund Sabbatical Fund Williamson Family Fund Robert W. Chandler II Fund MacKenzie Family Fund Paws & Pals Fund Edith M. and Paul E. Sobel Charitable Phil and Jo Chase Fund Mabel and Allan MacKenzie Designated The Pearl Fund Fund Carolyn Wood Fund Comerford DiDente Family Fund Fund Lindsay Peters Scholarship Fund Star View Foundation Fund The Zoe Fund

Deschutes River Conservancy OCF helps the Deschutes River Conservancy in its goal to raise awareness of water-related challenges in the upper Deschutes Basin. The Conservancy brings together key stakeholders from both public and private interests to ensure that streamflow issues are addressed and water quality is improved to meet the many disparate needs.

ANNUAL REPORT 2016 37 Endowment Partners Cascades Academy of Central Oregon Deschutes Public Library Foundation Home At Last Animal Friends Inc. Sherman County Historical Society The Center Foundation Education Foundation for Bend-La Pine Hospice of Redmond Sisters Folk Festival New in 2016 Central Oregon Council on Aging Schools Hunger Prevention Coalition Sisters GRO First Story Central Oregon Environmental Center Family Access Network Foundation J Bar J Youth Services Sisters Kiwanis Community Service NeighborImpact Citizens for Columbia River Gorge Family Resource Center of Central Oregon Jefferson County Historical Society and Foundation National Scenic Area Fossil School District 21J Museum Inc. Sisters Outdoor Quilt Show Existing Partners City of Fossil Friends of the Crook County Library Jefferson County Library Association St. Charles Foundation Inc. Abilitree Crook County Foundation Friends of the Sisters Library Juvenile Court Resources Inc. Sunriver Music Festival Arts Central Crook County Historical Society Greater Bend Rotary Club Foundation MountainStar Family Relief Nursery Sunriver Nature Center & Observatory Bend Park & Recreation Foundation Deschutes Children’s Foundation Healing Reins Therapeutic Riding Center Oregon Natural Desert Association United Way of Deschutes County Bend Rotary Club Foundation Deschutes County Historical Society Heart of Oregon Corps Inc. Partners in Care Inc. The Waterston Writing Prize Boys & Girls Club of Central Oregon Deschutes Land Trust High Desert Museum Saving Grace

EASTERN OREGON

Paul Kergel Scholarship Fund Carolyn Davies Memorial Scholarship Union County Cattlewomen’s Memorial Confederated Tribes of the Umatilla Indian 57 funds Robert B. Lee and Gladys E. Lee Memorial Subfund Scholarship Fund Reservation Scholarship Fund John Stanley Fisk Scholarship Subfund Jack and Meredith Wilson Family Fund Education Foundation of Pendleton Mervin and Gena Leonard Scholarship Kelly-Ebell Scholarship Subfund Helen and Robin Woodroofe Scholarship First Presbyterian Church of La Grande New Funds in 2016 Fund Laurie Malcom Memorial Scholarship Fund Fishtrap Inc. Rosa Ricco Buttedahl Scholarship Fund Rube and Minah Leslie Educational Fund Subfund Young Family Fund Four Rivers Cultural Center and Museum Nadie E. Strayer Scholarship Fund Mabry Family Fund Maryan L. McElligott Memorial Grande Ronde Hospital Foundation Mildred I. Martignone Nurse Scholarship Scholarship Subfund Endowment Partners Grande Ronde Hospital Inc. Existing Funds Fund Olex High School Scholarship Subfund Harney County Dollars for Scholars Glen and Jean McKenzie Fund E.J. and Wythel Blokland Memorial J.W. Stuchell Scholarship Subfund New in 2016 Harney County Historical Society Scholarship Fund Michael Family Fund Oregon Education Endowment Fund Crow’s Shadow Institute for the Arts Harney County Library Foundation Robert Burns Masonic Lodge No. 97 Fund The Mike & Betty Morgan Scholarship Pendleton Public Library Fund Kids Club of Harney County Hermiston Education Foundation Fund Clarke H. Carnes and Joe Ann Carnes Jean and Milo Puderbaugh Memorial Rotary Foundation of Wallowa County Hermiston Public Library Memorial Scholarship Fund Murakami Family Fund Scholarship Fund Wallowa Land Trust Ione Education Foundation Dorothy and Al Cereghino Scholarship Northeast Oregon Heritage Fund Leland C. Ratcliff Fund La Grande Community Library Foundation Fund Office of Student Access and Completion Leland C. and Erna N. Ratcliff Fund New Directions Northwest Inc. Robert W. Chandler II Fund Fund Littia Schwarz Fund Existing Partners Pendleton Foundation Trust D.E. & Jane Clark Scholarship Fund Burns Lions Club Scholarship Fund Baker County Senior Citizens Inc. Lina H. Sturgis Memorial Library Fund Pendleton Friends of the Library Steve and Susan Corey Family Fund Anna and Dwight Gunther Blue Mountain Community College Scholarship Subfund Town Enterprises Fund Soroptimist International of La Grande Corr Family Education Fund Foundation Jeff Hull/Doug Johnson Memorial Joe Town Math & Science Scholarship South Morrow County Scholarship Trust Matt & Doris Doherty Scholarship Fund Blue Mountain Healthcare Foundation Scholarship Subfund Fund Tamastslikt Cultural Institute Geiser-Pollman Scholarship Fund Center for Human Development Inc. Arlie Oster Memorial Scholarship Maxine Town Scholarship Fund Wallowa Band Nez Perce Trail Interpretive Haldorson Fund Center Subfund Umatilla County Cattlemen’s Association City of Wallowa Earl Hardie Memorial Scholarship Fund Poteet Scholarship Subfund Scholarship Fund Community Connection of Northeast Wallowa Resources The Harris/Holt Fund Richard John Cowan Memorial Umatilla Electric Cooperative Scholarship Oregon Wallowa School Foundation Inc. Hughes Family Fund Scholarship Subfund Fund Condon Scholarship Foundation Wallowa Senior Center Advisory Group

Nez Perce Longhouse The Wallowa Band Nez Perce Trail Interpretive Center preserves and celebrates the customs and culture of the Wallowa Band Nez Perce. One of the Center’s projects is the longhouse built on traditional Nez Perce land.

38 THE OREGON COMMUNITY FOUNDATION METROPOLITAN PORTLAND

Agate Fund 897 funds Albina Fuel Company Fund Albina Fuel Company Scholarship Fund Sheryll and J.P. Aleskus Jr. Fund New Funds in 2016 Taylor and Alice Alexander Fund 526 Fund Allis Family Fund Natalie Hubert Bachelder and Michael Bachelder Fund Anderson Family Wild Gift Fund Heidi H. Anderson Early Childhood Bangsund Family Fund Education Fund Bridget Inspires Scholarship Fund Andrews-Cohn Family Charitable Fund Brown Family Fund Anne T. Angel Fund The Cake Sherwood Fund Angell Legacy Fund Conrad Fund Angelos Fund Crescendo Fund Animal Aid Fund Julie Cornelius Darrough Fund Anonymous Fund #8 Deacon Family Fund Anonymous Fund #9 Barb Drennan Memorial Scholarship Fund Anonymous Fund #16 Camilla Rosefield Fraser Scholarship Fund Anonymous Fund #22 Gerhardt Family Fund Anonymous Fund #28 The Gronke-Chan Family Fund Anonymous Fund #29 Harmony Fund Anonymous Fund #31 Jaksich Family Foundation Fund Anonymous Fund #40 Karuna Fund Anonymous Fund #46 Kate Kaufmann Fund Anonymous Fund #50 H. Margaret Kolouch Scholarship Fund Jeanne I. Arbow Fund KTKS Fund Ruth Arbuckle Trophy Scholarship Fund Ken Lewis Fund John and Carol Arnsberg Family Fund LJC Fund Frederick J. Artz and Jane C. Artz Fund Magnum Opus, Madden Family Ater Family Fund Scholarship Fund Hacienda CDC Mary-Alice and Richard Atiyeh Fund Many Dances Family Fund Richard and Mary-Alice Atiyeh Fund Jennifer and Jim Mark Family Fund Amber and David Austin Family Fund Lawrence S. and Susan W. Black Fund Judy Browning Memorial Scholarship Chaillé Family Fund The Matthews Fund Fund David Axelrod and Marilyn Couch Fund Tyler R. Black Humanitarian Scholarship The Gregory A. Chaillé Public Service Neeley Wells Fund Pauline and Harold Bryan Memorial E.J. and Ursula Badger Fund Fund Scholarship Fund Linda Deery Nelson Fund Scholarship Fund Van Evera and Janet M. Bailey Fund Adriane T. and Samuel S. Blackman William and Constance Chambers Family NW Natural Gregg S. Kantor Leadership Family Fund Benjamin Buckley Young Actors Fund Charitable Fund Baker Family Fund Fund John L. and Christina H. Blackwell Fund Dorothy M. Bumala Fund Harry S. Chandler Scholarship Fund Betty L. Baker Fund Oregon Ocean Conservation Fund Burczak Family Fund Jeff Chase and Patti Warner Fund Dean L. Baker Fund William F. Blitz Fund The Darleen Ortega Fund Ella Munro Burdin Fund Alyce R. Cheatham Family Fund Valerie Baker Fund Blitz-Weinhard Fund The OSAC HB Design Scholarship Fund Edmund J. Burke Foundation Fund Phyllis Cary Chessman Merit Scholarship Baron/Gilbert Fund S.I. Jaggar Blount Fund The OSAC South Umpqua Mechanics Robin and Dick Burnham Family Fund in the Arts Fund Karen and Edward Bassett Fund William K. Blount Family Fund Scholarship Fund Burns Family Fund Rodolph and Cherie Chevalier Fund Bates Family Charitable Fund Blue Cross/Blue Shield of Oregon Fund Patricia Pearson Peterson Fund Bustos Lopez Family Fund Children’s Resource Fund John Bauers Family Fund Blue Wolfe Scholarship Fund Prevent Trafficking and Heal Victims Fund The Cabana Fund Chinn Family Fund Lillian Baumann Fund Blumenauer and Kirkpatrick Family Fund Marcia H. Randall Designated Fund David P. Cady Memorial Fund CHS Fund The Gene Beach Fund Royden M. Bodley Scholarship Fund Marcia H. Randall Scholarship Fund Martha Cake Fund Citizens for the Memorial of Tom McCall Rowland Family Fund for Homeless Beaumont-Rogers Tryon Creek Children’s Boomers and Babies Project Fund Fund Fund Walter D. Calvert Fund Veterans Support Mr. and Mrs. William B. Boone Fund Clackamas Mental Health Fund David E. and Mary C. Becker Fund Calypso Fund Schpee Fund Bosco-Milligan Fund Mary Clark, Edgar Clark and Janet Patricia H. and John C. Beckman Fund Camassia Fund Service Tsang Family Fund Deborah Fehnel Bosworth Scholarship Roberts Family Fund Wilford H. and Janice E. Belknap Fund Robert G. and Dorothy N. (Sue) Cameron Stearns Family Fund Fund Family Fund Elizabeth Church Clarke Fund Peter and Susan Belluschi Family Fund Sunshine and Solidarity Fund George and Sarah Bottoms Fund The Campbell Group, LLC, Oregon Fund Club 53 Endowment Fund Pietro and Marjorie B. Belluschi Fund Takahashi Family Fund Sam & Pat Bradach Family Fund Betty Campbell/Jeanette Crawley Coast Fork Fund Theodore Roosevelt High School Benson Polytechnic High School Alumni Emil W. and Lois E. Brammert Fund Scholarship Fund The Cogdall Family Fund Scholarship Fund Scholarship Fund Elizabeth and Matthew Brennan Fund The Courtney Campbell Fund Arlene Siegel Cogen and Mitchell J. Simon Benson Fund Thrasher Family Fund Bonnie L. Brod Fund Dorothy S. Campbell Memorial Cogen Family Fund UFA Community Investment Fund I Bill and Katie Berg Fund Scholarship Fund William M. Brod Fund Helen L. Colgan Fund Williams Fund Bernards-Hermens Fund Duncan and Cynthia Campbell Fund Jerry and Cathy Brodie Family Fund Commerce Cleveland High School Alumni Yellow Sky, Blue Sun Fund Bruce Berning and Marcia Darm Fund Clifford and Doris Carlsen Family Fund Association Scholarship Fund Bonnie Bronson Fund Robert H. Bigley Medical Scholarship Harriet Carpenter and Anita Pace Community 101 Fund Fund Eileen Maret Brown Fund Charitable Fund Concordia University SEI Scholarship Fund Existing Funds Bildung Fund Garthe and Grace L. Brown Fund John and Marlis Carson Fund Conescu-Doolin Music Education Carl and Margery Post Abbott Fund Jerome S. and Barbara Bischoff Fund Garthe Brown and Grace L. Brown Fund II Denise Carty and Roger Brown Family Scholarship Fund Vivian S. Abbott Fund C.M. Bishop Jr. Family Fund Larry and Dori Brown Family Fund Fund Consolidated Supply Co. Fund Gail L. Achterman Fund Elizabeth and Mac Bishop Family Fund Walter and Clora Brownfield Animal Fund Henry J. Casey Fund D.J. Conway and Josephine Vilott Woolery Acme Bader Community Fund J & S Bishop Fund Walter and Clora Brownfield Sunshine The Catalyst Fund Conway Fund Acorn Fund Peter Bishop Fund Fund Ed Cauduro Fund Cooley Family Fund for Critical Research

ANNUAL REPORT 2016 39 IRCO For 40 years, the Immigrant and Refugee Community Organization (IRCO) has been working with Portland’s refugee and immigrant communities. Grants from OCF are helping the organization extend youth education programs, increase high school graduation rates, and connect young people and their families with outdoor environments.

Everett R. Coovert Fund Drake Family Fund Dorothy Flegel Scholarship Fund Goudy-Powell Legacy Fund Ned and Sis Hayes Family Fund Joan M. Corcoran Fund Franklin G. Drake Fund Cynthia Jackson Ford Fund Grant High School Alumni Scholarship Hayes Fund Cornyn Family Fund Margueritte Hirschbuhl Drake Fund Robert D. Forster Scholarship Fund Fund Anna Wheeler Hayes Fund Angelina and Pete Costanzo Vocational Ashley K. Drew Foundation Fund Susan Foster and David Bosworth Fund Grant High School Class of '46 Needs- Mr. and Mrs. Edmund Hayes Sr. Fund Benefit Fund Scholarship Fund Janette G. Drew Fund Donald H. Frank Fund William and Julie Headley Fund Cotting Memorial Scholarship Fund Gray Community College Scholarship Cecil W. and Sally Anne Drinkward Fund Timothy and Jeanne Freeman Fund Fund Heilman Family Fund John A. and Phyllis S. Courtney Fund Wayne and Julie Drinkward Family Fund Friends of Astoria Column Fund Betty Gray Endowment-Early Childhood Rocky and Laura Henderson Fund Marcile Bates Cowlin Fund I Downtown Community Housing Inc. Fund Friends of Bill Rutherford Education Fund Development Fund Ruth Henderson Fund CPMG Fund Stephen and Nancy Dudley Family Fund Friends of Menucha Fund Elizabeth N. Gray Fund Barry and Marilyn Hendrix Scholarship Creitz Family Charitable Fund Shelton H. and Mary I. Duff Fund Friends of the Mounted Patrol Fund Gray Family Chair for Innovative Library Fund Crilley/Rowbottom Fund Services at Oregon State University Fund Don and Zola Dunbar Scholarship Fund Friends of St. Francis Fund The Hetherington Fund Margery F. Crist Fund Gray Family Foundation Fund Karen & John Durkheimer Family Fund Don C. and Emilie F. Frisbee Fund Everett Hill Scholarship Fund Stan and Julie Culver Fund Gray Latino Leadership Fund Stuart and Leah Durkheimer Fund Emilie F. and Don C. Frisbee Fund Everett Hill Fund Lois Hubbard Curtner Fund John and Betty Gray Geography Fund Talmer and Selma Dybvad Fund Frog & Toad Are Friends Fund Jeffrey V. and Anne P. Hill Family Fund Cycle Oregon Fund Dyess Family Fund John D. Gray Audubon Society of Portland Susan C. Hill Memorial Scholarship Fund Carole Gaffey Fund Fund Jack R. and Mary B. Dant Special Early Learning Fund Elizabeth Hiller Memorial Fund Disability Fund Eva and Gabriel Ganje Family Fund John D. Gray Friends of Tryon Creek State Karen and Bill Early Fund Hillsboro Community Foundation Dant Family Fund The William M. and Carole R. Garnjobst Park Fund Easton Koehler Family Fund Fund Endowment Parent Fund David Family Scholarship Fund Green Grove Fund Jane A. Ediger Fund Robert S. and Janice K. Gates Fund Hirko Family Fund Betsy B. and Robert G. Davis Fund The Glenn Gregg Private Property Justice J.G. Edwards Fund John R. Gatewood and Mary Z. Gatewood Fund Harold S. and Elizabeth B. Hirsch Fund T.T. Davis Fund Elkins Family Fund Fund Gary O. and Carol Nunn Gross Fund Judith K. Hofer Philanthropic Fund Decherd Fund Gary and Sandra Etlinger Fund Gaylord-Eyerman Family Fund Kenneth and Mary Lou Guenther Fund Ronna and Eric Hoffman Fund Deferred Action for Immigrants Fund John S. Ettelson Fund H. William and Patricia J. Gazeley Fund Guest Family Fund Hohner Vedanta Fund Delbrueck Family Fund Evens Do A Little Fund Robert D. Geddes and Cameron G.R. Mary Elizabeth Guest Scholarship Fund Hokulani Oregon Fund Floyd Dement Charitable Fund Geddes Family Fund The Faerie Godmother Fund Gustafson Family Fund Didier Holley Fund Harry L. and Kaaren M. Demorest Family Merle R. and Frances M. Gilb Fund Fund Fare Well Fund Haley Family Fund #2 Rueben and June Holm Scholarship Fund Gilleland Family Fund Denison Family Fund Sharon M. Fekety Fund Edward R. Hall Scholarship Fund Thomas W. Holman Jr. Memorial Fund Gilliam Family Milwaukie Achiever Leon and Esther Feldstein Fund William and Martha Hall Fund Edna L. Holmes Fund DeVos Institute Arts & Culture Project Scholarship Fund Fund Patricia Ferguson-Steger and Paul Steger Susan Hammer Fund Edna L. Holmes Literary Arts Fund Family Fund William G. Gilmore Fund Katharine Diack Fund Hampton Family Foundation Mary Duby Honderich Designated Fund Fred W. Fields Fund Jane and Bill Gilpin Fund The Diane Gregg Charitable Fund John and Carol Hampton Endowment Mary Duby Honderich Scholarship Fund Jane and Howard Glazer Fund Howard and Edna Dietrich Children’s Fund William Sterling Findlay and Susan Halton Fund for the Portland Opera The Honey Pot Fund Fund I Peter and Cyndie Glazer Fund Cornelius and Mildred Dixon Memorial James R. Hansen, M.D., Diabetes and Arthur Honeyman Fund Fund William Sterling Findlay and Susan Halton Winifred Glossop and Asenath Evans Fund Endocrinology Fund Fund II Frank Hood Young Video/Filmmakers Fund Dobbins Family Fund Gobble Fund Harris Fund for Children William Sterling Findlay and Susan Halton Darlene Hooley Scholarship for Oregon Palma A. Domenico Fund Fund III Carl S. Goebel Memorial Fund Hatfield Archivist Fund Veterans Fund Domestic Violence Prevention Fund II Thomas P. Fink & Marilyn K. Fink Family Goldy Family Advised Fund Gladys S. Hawkins Fund Hope Fund Mary Dooly and Thomas W. Holman Fund Fund Goldy Family Designated Fund Hawley Family Fund Deborah Horrell and Kit Gillem Fund for Roger O. and Kay Doyle Fund The Fischer Fund Erica and Peter Goodwin Fund Beverly and Erroyl Hawley Family Fund Arts and Conservation John R. Dozier Fund Fleck Family Fund Zelma Gordon Scholarship Fund John and Dorothy Hay Fund Mary E. Horstkotte Fund

40 THE OREGON COMMUNITY FOUNDATION William and Emmy Lawrence Family Fund Arthur and Aileen McNett Charitable Fund Jerry and Corrine Nothman Fund Leatherwood Family Fund Roger and Laura Meier Fund Robert H. Noyes Jr. Fund Wes and Nancy Lematta Fund Ruben J. and Elizabeth L. Menashe Robert H. and Elizabeth C. Noyes Jr. Fund Dorothea M. Lensch Fund Designated Fund Elinore and Jerry Nudelman Fund Leonetti-Moon Family Trust Fund Mr. and Mrs. William B. Mersereau Fund The NW Natural-Mark Dodson Fund Levers-Manhart Charitable Fund Mr. and Mrs. William B. Mersereau, Jr. NW Natural Richard G. Reiten Leadership Fund Irving Levin and Stephanie Fowler Fund Fund Clarence and Colleen Mershon Family O’Banion Family Scholarship Fund Carol Schnitzer Lewis Fund Fund O’Connor Family Fund Kathleen Lewis Fund Mesirow Family Scholarship Fund Terence O’Donnell Fund Ken Lewis and Chloe Lewis Fund Lora and Jim Meyer Family Fund Kenneth and Colleen Lewis Fund OCF Children’s Dental Health Initiative Meyer Memorial Trust Fund Fund Susanne and Sandra Lewis Fund Eva Chiles Meyer Fund #1 OCF Founder’s Fund Library Association of Portland Eva Chiles Meyer Fund #2 Endowment Fund Office for Student Access and Completion Micah Fund Fund Library Association of Portland Reserve Fund Midghall Family Fund John Paul Brown Scholarship Subfund Eleanor Lieber Auditions Fund Miller Charitable Fund Harland Cravat/Gray Johnson Scholarship Subfund Joanne M. Lilley Fund Anne K. Millis Fund Entercom Portland Radio Scholarship Mills Family Fund Theodore Rutherford Lilley Fund Subfund Jack and Kate Mills Fund Liming and Ulmer Music Scholarship John P. Hounsell Scholarship Subfund Fund Mintkeski Family Fund William E. Keene Memorial Scholarship Lincoln High School Fund Charles and Gay Mitchell Family Fund Fund Marion A. Lindeman Scholarship Fund Mitzvah Fund Mathew Mullmann Memorial Sylvia Linington Fund Moceri Fund Scholarship Subfund George W. Lippincott Charitable Fund Beverly D. Moffatt Fund B.W. Sexton Memorial Subfund Martin Lipsky and Darice Zabak Fund Jim and Donna Moore Scholarship Fund Arthur D. Ulbricht Scholarship Fund Little Liam Fund Bud R. Moore and Wynema N. Moore Washington High School Scholarship Janet Wong Liu Fund Fund Foundation Subfund Bill and Pearl Low Memorial Scholarship Vincent and Virginia Moore Fund Women Helping Women Scholarship Subfund Sunshine Division Fund Vincent and Virginia Moore Fund No. 2 Kurt and Lois Olsen Fund Lowe/Lowenhaupt Family Fund John M. Moreland Fund Milton and Martha Olshen Fund The Lucky Dog Fund Morey Family Foundation Fund Nancy Horstkotte Memorial Fund Kaye Family Fund Milton and Martha Olshen Scholarship Harry Ludwig Scholarship Fund Walt and Peggy Morey Fund Hospice Assistance Fund Keane Family Fund Fund Lynch Family Fund Don Morissette Charitable Fund Annabelle and Henry Houser Family Keller Fund Kristine Olson Fund Lynn’s Smile Fund Audrey Shelley Morris Scholarship Fund Charitable Gift Fund Kelley Fund Oneatta Fund Leeanne J. MacColl Fund John Mosser Fund Henry and Annabelle Houser Family Fund Kelley-Zagunis Crew Advancement Fund Oral Health Funders Collaborative Fund MacMurray Family Fund Lynda and Dylan Mueller Fund Alfred J. Huber Fund Kelly Family Fund Oregon Parenting Education Collaborative Madison-Waldo Arts Fund Jim & Dianna Murphy Fund Fund Charles and Lynne Humble Fund The Kelly Fund Make a Difference Fund Jim & Dianna Murphy Scholarship Fund The Oregon Community Foundation Fund William H. Hunt Fund for the Homeless, Julie and Terry Kem Fund Hungry, and Poor Malone Family Fund Phillip Murthe Fund Oregon Public Library Innovation Fund Susan L. Kem Fund William H. Hunt Oregon Symphony march wellness Cardio Therapy Fund Nathan Family Charitable Fund Oregon Scholarship Fund Association Fund Jane R. Kendall Family Fund Marie Anne Family Fund Nathan Family Scholarship Fund Oregon Trail Coordinating Council Fund Huntting Family Fund Harry and Marguerite Kendall Fund Mary and Pete Mark Charitable Fund Near Family Foundation Fund Ormseth Family Fund Irvin and Janette Huntting Fund Kerr/Labbe/Lowe Family Fund M. and L. Marks Family Fund Doug Nelson and Shila Fisher Fund Lyle and Helen Ostrander Memorial Hutchins & Skeggs Family Fund Jules E.F. Kessler Community Fund Martha Staley Marks Fund Roscoe Nelson Jr. Fund for Pro Bono Law Scholarship Fund Hutchison Family Fund Jules E.F. Kessler Fund Malcolm Marquis Fund Services to the Poor Over the River and Through the Woods Ing Family Fund Ketterling Family Fund Tony and Janice Marquis Fund A. Ted and Doris E. Nelson Fund Fund Marianne Steflik Irish Fund King City Lions Club-Henry J. Marchion Roy and Diane Marvin Fund William Neuhauser and Laura Byerly P.A.G.E. Fund Cheryl Jackson Fund for Hospice Scholarship Fund Merta J. Mason Fund Oregon Fund Paladin Fund Jackson Foundation Journalism King Family Fund Tokio Pat and Florence K. Matsushita The Neuner Fund Pankratz Family Fund-I Scholarship Fund Elizabeth Kirk-Fulton Fund Endowment Fund Steven and Jeanne Neville Fund Pankratz Family Fund-II C.S. Jackson Memorial Library Fund Kloos Family Fund Mayberry-Copenhaver Family Fund Newell Creek Canyon Restoration Fund Pankratz/Murphy Family Fund Jaffe Family Fund Arthur H. Klug Fund Mayor’s Ball Fund Robert and Melinda Newell Opportunity Park Blocks Fund Alan James Fund Kochis Family Fund for Kings Valley McAllister/Goff Education Fund of the Fund John and Netta B. Parke Fund Marion Baird Janney Fund Charter School PNW Sales & Marketing Group Erik Nielsen Scholarship Fund Parkinsons Northwest Group Fund Kate and Victoria Jeans-Gail Fund Kurt and Mary Koehler Fund Jim McBroom and John H. Weston John and Ginger Niemeyer Clackamas Parsons Family Fund Charitable Fund Jefferson Alumni Scholarship Fund Peter H. and Alice M. Koehler Fund Community College Fund Eric and Janet Parsons Family Fund Linda and David McCammon Advised John and Ginger Niemeyer Fund Jene Fund Herbert M. Kuempel Fund Fund Charles Patrick Memorial Fund Nike Community Impact Fund Drew Jensen Memorial Fund Walter G. and Marija C. Kuzman Paul and Sally McCracken Fund Patton Family Fund Designated Fund Roberta Nordahl Memorial Fund Carl J. and Alma Johnson Fund Leora Frances Brunk McDaniel Memorial Morton and Sophie Pelzner Memorial Fred and Mabel Johnson Scholarship Walter G. and Marija C. Kuzman Fund Scholarship Fund James V. Norlen Memorial Fund Fund Fund Lake Oswego Adult Center Fund Robert K. and Judith A. McDermott Fund Norris Family Fund Penstemon Fund E.T.D. Jones Scholarship Fund Willett and Margarite Marshall Lake Peter and Jill McDonald Fund Northeast Portland Community Catherine H. Percival Fund Scholarship Fund Development Subfund Evelyn L. Jones Fund Sir James and Lady McDonald Fund DF & BG Peterson Fund Warren and Barbara Jones Fund Eli and Madeleine Lamb Family Fund Northwest Natural Gas Charitable Fund Dr. Wayne M. Pidgeon Fund McFarlane-Stoinoff Fund No. 2 George and Elizabeth Joseph Family Fund George and Helen Largey Fund Lawrence H. Pierce Fund A Dennis and Marilee McIntee Dolph Northwest Natural Gas Company Monroe A. Jubitz Family Fund Latino Leadership Fund Foundation Fund Charitable Fund Lawrence H. Pierce Fund B JYN Environmental Fund Brian Lauer Lectureship Fund McLeod Family Scholarship Fund Northwest Neighborhoods Parks and Lena L. Pierce Fund Kaech Scholarship Fund Lau-Layton Family Fund McMurchie Family Fund Recreation Fund H.M. (Matt) Pihl Sr. Family Fund

ANNUAL REPORT 2016 41 Platt Family Fund The Providence Health Plan-Kaiser Jane Kerr Platt Memorial Scholarship Permanente Behavioral Health Fund Fund Don and Rosemary Pullin Family Fund Plumas Family Fund Ruth Henderson Fund O.M. Plummer Scholarship Fund Rae-Seitz Scholarship Fund Clyde and Lois Pope Fund Wendy and Richard Rahm Fund Rick Pope and Debra Gorenstein Fund RAM Foundation Portland Center for the Performing Arts Raman Family Fund Foundation Maintenance Fund Ramsdell Fund Portland Community Foundation Fund Elaine and Vittz-James Ramsdell Fund Portland General Electric Peggy and Bob Lynn Roberts Ramsdell Music Teacher Fowler Fund Education Scholarship Fund Portland Oregon Sports Authority Ramsdell-Clifton-Kerns-Johnson Music Foundation Fund Scholarship Fund Portland Police Association Memorial Dave and Sue Ramus Fund Scholarship Fund Marcia H. Randall Fund Portland Public School District 1J Fund Random Acts Fund Agnes Beach Scholarship Subfund Redtail Fund Bonniwell Scholarship Subfund Michael V. Reed Fund Cascaden Scholarship Subfund Rees Family Fund Willard F. Case Memorial Scholarship Reiten Family Fund Subfund Renecker Family Fund Ross Dey Memorial Scholarship Subfund Ruth Eva Renfroe Fund Fletcher Memorial Scholarship David and Pamela Richardson Family Subfund Fund Woody and Rae Richen Fund Jean Frost Scholarship Subfund Max and Marie Anna Richter Family Fund Grant Class of '47 Scholarship Subfund Rigby Family Fund Dorothy E. Grant Foreign Language Marge Riley Fund Campfire Columbia.Photo: Emily Sterling Scholarship Subfund Rise and Shine Scholarship Fund Dale A. Henderson Scholarship Sarah (Richter) Ritchie Fund Subfund Riverfront Park Campaign Fund Karen M. Schroth Fund Frances A. Staten Fund Daryl L. and Patricia L. Swenson Fund Arthur James and Winifred E.M. Roberts Motor Company Charitable Fund Arima Schumann Fund Stein Family Fund Christine and C.F. Swigert Jr. Endowment James Memorial Scholarship Subfund Betty Lou Roberts Fund Paul J. Schutz, MD, Memorial Fund Steinfeld Family Fund Fund for the Benefit of OMSI Tom Jones Memorial Scholarship Stensland Cultural Fund Christine and C.F. Swigert Jr. Fund II Subfund Hannah B. Robertson Fund Mayer and Janet Schwartz Fund Dorothy Hester Stenzel Fund Swindells Family Fund Kevin MacMillan Scholarship Subfund Richard Robinson Fund Schwenn Family Fund Vera and Lawrence Rockwood Fund Patty Jeanne Semura Foundation Fund Franz Stenzel, MD, and Kathryn Stenzel William Swindells Sr. Memorial Fund Leodis McDaniel Scholarship Subfund Scholarship Fund Barbara Grutze Roessner Fund The Seven Diamonds Fund Charles J. and Caroline Swindells Maxine and Inza McDowell Scholarship Donald Sterling City Club Fund Charitable Fund Trust Subfund Rogers Family Fund Shadow Fund Sterling Family Fund Darci and Charlie Swindells Fund Merriam Scholarship Subfund Terry Ann Rogers Fund Leslie and Dorothy Sherman Fund Stetson Family Fund Elizabeth Pownall Swindells Family Fund Peggy Dickinson Miller Memorial Rosenberg Family Fund Dorothy F. Sherman Music Education William P. Stevens Memorial Scholarship Scholarship Subfund Miriam Rosenfeld Memorial Fund Fund for Children Helen M. Swindells Tenant Relief Fund Fund Frances Morrison Scholarship Subfund A. Victor Rosenfeld Scholarship Fund Johannah Sherrer Memorial Fund Irene Gerlinger Swindells Fund Dr. John L. Jr. and Marilyn E. Stevenson James O’Gara Scholarship Subfund William and Nancy Rosenfeld Fund Shramek Fund Fund Val Taber Memorial Fund Carl Piacentini Memorial Scholarship Jannotta Rothenberg Family Fund Sierras Fund Stewart Family Fund Tagmyer Family Fund Subfund The Alex Rovello Memorial Fund Sigel/Wagenknecht Fund Norman A. and Helen V. Stoll Fund I Tami (Wiedensmith) Fund for Lyme Portland School Board Subfund Disease Research William D. and Ruth D. Roy Fund Tyler Silver and Joel Silver Charitable Norman A. and Helen V. Stoll Fund II Marsha K. Richards Scholarship Fund Fund Bob and Joan Taylor Family Fund Ray and Vivian Rudeen Scholarship Fund Stoll Stoll Berne Lokting & Shlachter Fund Myra Rose Scholarship Robert O. Simons Fund Mark and Melody Teppola Family Fund Ruderman Philanthropic Fund Robert and Barre Stoll Fund Sauber & Mills Scholarship Subfund The George Ruhberg/Principal Donald R. Singer Renaissance Music Patrick and Susan Terrell Charitable Fund Performance Fund Stoller Family Fund Glenna Teeters Scholarship Subfund Scholarship Fund Thoeresz Family Fund Single Step Fund Doug and Katherine Storey Green Family Thomas N. Torgler Scholarship Rural Nursing Excellence Endowment Fund Nellie Tholen Fund Subfund Fund Milton Smith Fund John and Frances Storrs Family Fund Thomas Family Fund Gordon and Mary Van Alst Math RW/ZA Fund Wilson W. Smith III Fund Douglas L. Stoudt Fund Thomson Family Fund Achievement Award Subfund Owen and Edna Sabin Scholarship Fund Nick and Sandra Snell Fund Clayton and Edith Strain Memorial Fund Thoren Family Fund Ralph Prescott Woodbury Scholarship H.J. and Grace Sandberg Fund Robert and Hedy Snow Fund Subfund Gordon Strain Memorial Fund Thorp Family Fund Sandpiper Fund Mabel Southworth Fund Portland Timbers Community Fund John Straus Scholarship Fund Elizabeth Till Fund Sauer Family Charitable Fund Spark Fund Gayle and Carol Post Family Fund Street of Eames Fund Chet and Elaine Timmer Family Fund Elizabeth A. Saunders Fund Speroff Family Foundation Fund PPI Fund Tom and Vickie Stringfield Fund Ronald E. and Ivy L. Timpe Century Fund Meredith and Bill Savery Fund Allen C. Spitler Memorial Fund Preece Family Fund Glenn R. and Juanita B. Struble Alan Baron Tonkin Memorial Fund Harold Sawatzky Fund Peter and Suzanne Spitler Thompson Scholarship Fund II Prevention & Wellness Health Schamp Family Fund Fund Mrs. Moe M. Tonkon Fund Demonstration Project Fund Reggie Sullivan Memorial Scholarship Hubert and Ludmila Schlesinger Fund Spitznagel Family Fund Fund Nancy Morse Torp Fund Betsy Priddy Fund April and Jeff Schmidt Family Fund St. Andrew’s Society Scholarship Fund M. Jean Sullivan Fund Tupelo Fund Property Maintenance Fund for the First Jeff Turner Mike Sweeney Scholarship Christian Church at Portland, Oregon Mildred and Morris Schnitzer Charitable The James S. and Ivy T. Stacy Fund Cal and Jerry Sumner Fund Fund Fund Providence Health & Services Community Robert M. Stafrin Fund Sunshine Division Inc. Fund Benefit Fund Susan Dee Schnitzer Family Fund Leland C. and Sandra Levenson Stapleton Dr. Kenneth C. Swan Endowment Fund Catherine and Mark Turner Fund Providence Health Plan Community Marian and Elihu Schott Family Fund Fund Daryl and Patricia Swenson Scholarship John R. and Susan B. Turner Family Fund Benefits Fund Delbert and Stella Schrag Fund Hugh G. Starkweather Fund Fund Paul and Alice Tustin Education Fund

42 THE OREGON COMMUNITY FOUNDATION Oregon Disaster Medical Team Oregon Education Association Foundation Oregon Entrepreneurs Forum Oregon Food Bank Oregon Friends of C.G. Jung Oregon Historical Society Oregon Humane Society Oregon Humanities Oregon Korea Foundation Oregon Military Museum Foundation Oregon Minority Lawyers Association Oregon Science Fiction Convention Inc. Oregon Science Teachers Association Oregon Symphony Association Oregon Wildlife Heritage Foundation Oregon Women Lawyers Foundation Oswego Heritage Council Pacific Northwest College of Art Pioneer Courthouse Square Planned Parenthood Columbia Willamette Family Center of Portland Portland Chamber Orchestra Association Portland Civic Theatre Guild Portland Mountain Rescue Allan and Katie Twombly: Crescendo Isam and Rose White Fund Fairview Rockwood Wilkes Historical Endowment Partners Portland Parks Foundation Fund Ben and Elaine Whiteley Fund Society Van Buren Family Fund Forest Grove Library Foundation Benjamin R. and Elaine M. Whiteley New in 2016 Portland Symphonic Choir Van Peursem Memorial Scholarship Fund Family Fund Jesuit Volunteer Corps Northwest Forest Grove Senior & Community Center Raphael House of Portland Christine and David L. Vernier Fund Forest Park Conservancy Dr. James P. and Mary M. Whittemore NAMI Oregon Restore Oregon John K. Vitas and Pat Towle Fund Fund Northeast Baptist Church Foundation for Medical Excellence Ronald McDonald House Charities of Howard Vollum Scholarship Fund Foundation of Rotary Club of East Why Not? Fund Oregon and Southwest Washington Portland William L. and Della Waggoner Why Not Fund II Scholarship Fund Existing Partners The Freshwater Trust Saturday Academy Wilcox Family Fund Douglas Wagner Fund 1000 Friends of Oregon Friendly House Sigma Xi Columbia Willamette Chapter James B. Wiley Fund Harold A. Wagner and Mildred A. Wagner Alano Club of Portland Friends of Chamber Music SMART Fund Duff Hull Wilkins Memorial Fund Albertina Kerr Centers Friends of the Columbia Gorge SnowCap Community Charities Willamette Valley Fund for Science and Russell Walbridge Fund Albina Head Start Friends of the Lake Oswego Public Library Health Training and Education, Founded SOLVE Perry L., Kristie A. and Erik L. Walker All Classical Public Media Inc. Friends of Outdoor School Family Fund by June and Rueben Holm St. Andrew Nativity School Williams Family Fund All Hands Raised Friends of Sandy Library Nicholas and Kristin Walrod Fund Structural Engineers Association of All Saints School Foundation Friends of Trees Fred Waltz Trust Fund Max and Gina Williams Fund Oregon Scholarship Foundation American Leadership Forum of Oregon Friends of Tryon Creek State Park Eric Wan and Michele Goodman Fund Christopher and Priscilla Williams Fund Sunshine Division Arbor School of Arts and Sciences Inc. Gales Creek Camp Foundation L. Mila Warn Endowment Fund Williamson-McHugh Fund Architecture Foundation of Oregon Girl Scouts of Oregon and SW Washington Terwilliger Plaza Foundation Inc. Bill and Barbara Warner Family Fund Caroline Hilliard Wilson Fund Audubon Society of Portland Guide Dogs for the Blind Tigard Garden Club Inc. R and D Warner Fund Dr. Franklin Griffith Wise and Pamela The Black United Fund of Oregon Inc. Hillsboro Community Foundation Tigard Public Library Foundation Robert and Elizabeth Warren Fund Anne Wise Fund Hillsboro Schools Foundation Watkinson Family Fund Woody Family Fund Bradley Angle Transition Projects Hoyt Arboretum Friends Foundation W.C.F. & T.R.F. Fund WRG Foundation Fund Campaign for Equal Justice Trillium Family Services Impact NW Weezeworks Fund Wright Family Fund CASA for Children Inc. Troutdale Historical Society Cathedral Catholic School Independent Living Resources Weiss Fund Thomas Wrightson Fund United Way of the Columbia-Willamette Cedar Mill Community Library Association Johnson Creek Watershed Council Laurie Weiss Step-Up Fund Wy’East Fund Junior Achievement of Oregon and SW Valley Art Association Wells Family Fund Children’s Developmental Health Institute Harold Alfred Wyatt Scholarship Fund Washington Vermont Hills United Methodist Church Chinese American Citizens Alliance E. Henry Wemme Fund No. 1 Junior League of Portland City Club of Portland Vintage Trolley Inc. Wessinger Foundation Fund Harold Alfred Wyatt Scholarship Fund KBOO Foundation No. 2 City of Lake Oswego Virginia Garcia Memorial Foundation Fred G. and Elizabeth M. Wessinger Fund Lake Oswego School District Foundation The Wetlands Conservancy Western Veterinary Scholarship Fund Harold Alfred Wyatt Fund No. 3 Clackamas Heritage Partners Leach Botanical Garden Westing Family Fund YES Project Columbia Center for the Arts Lesta Hoel Memorial Trust Fund Wilsonville Public Library Foundation OCF Joseph E. Weston Public Foundation John and Jane Youell Fund Community Music Center Inc. Lincoln High School Alumni Association World Forestry Center Designated Fund Bill and Julie Young Fund Corbett Education Foundation Literary Arts Inc. YMCA of Columbia-Willamette OCF Joseph E. Weston Public Foundation Juan Young Fund Death with Dignity National Center Fund Macdonald Center YWCA of Greater Portland The Dental Foundation of Oregon Weston Public Foundation Charitable Suzanne Lang Younge Community Fund Meals on Wheels People Trust Youth Shelter House Endowment Fund Donate Life Northwest Metropolitan Family Service Westwind Fund Zieverink Family Fund Ecotrust Monday Musical Club of Portland, Oregon Collister Wheeler Fund Zimmer Gunsul Frasca Architectural Ecumenical Ministries of Oregon Multnomah Athletic Foundation Sam Wheeler Fund Scholarship Fund Edwards Center The Old Church Society Inc. Whitaker Ponds Endowment Fund ZSRL Fund Elevate Oregon Open Adoption & Family Services Denise and Douglas White Family Fund Zuniga Forbes Family Fund Estacada Community Foundation Oregon College of Art and Craft

ANNUAL REPORT 2016 43 NORTH COAST

The Laurel Ladies Fund Byron Ruppel Fund Endowment Partners Newport Symphony Orchestra 40 funds LeBlanc Family Fund North Coast Land Conservancy Salty Dog Fund Existing PArtners Edith Henningsgaard Miller Fund for the Jeffrey Alan Scoggins Memorial North Lincoln County Historical Museum Astoria High School Scholarships Inc. Benefit of Astoria Scholarship Fund Oregon Coast Community College New Funds 2016 Gainor Minott Fund Cannon Beach Arts Association Foundation Twitchell Fund Seaside Scholarships Endowment Fund Louise K. Mittet and Albert J. Mittet Fund Cannon Beach Historical Society Oregon Coast Council for the Arts Snow Family Fund Neighbors for Kids Fund Columbia Learning Center South Tillamook County Library Club Donald and Maxine Stookey Memorial Sunset Empire Park & Recreation District Existing Funds Nolan-DeJager Fund Driftwood Library Foundation of Lincoln Fund Foundation Amici-Mueller Oregon Fund City Tom Norton Sr. Memorial Scholarship Tillamook Bay Community College Anonymous Fund #33 Vivian Vickers Memorial Scholarship Fund Friends of Haystack Rock Fund Foundation Baker Professional Women’s Initiative Sidney and Lillian Zetosch Fund My Sisters’ Place Lester and Sarah Louise Raw Seaside View the Future Inc. Scholarship Fund Youth Fund Newport Boosters Club Yachats Youth & Family Activities Program Leona Blum and Howard Schmadeke Charles E. Roberts Jr. Scholarship Fund Newport Public Library Foundation Inc. Scholarship Fund Clatsop County Endowment Fund Columbia Community Fund John and Alice Dillard Memorial Fund Newport Performing Doerfler Newport High Scholarship Fund Arts Center Englund Family Fund Patricia Friedland Fund From Clatsop to Coos and Curry Gleason Family Designated Fund counties, the Oregon Coast Council for Dan Gleason Fund the Arts (OCCA) is a hub of coastal art Tom Gleason Fund opportunities. As well as bringing arts to Howard and Edyth M. Hoedle Scholarship Fund many communities, OCCA also manages Robert and Jeannette Hofer Fund the Newport Performing Arts Center and Jeannette B. Hofer Fund the Newport Visual Arts Center. Grants Mildred F. Hoskins Fund Larry and Penelope Hull Scholarship Fund from OCF are supporting improvements KMDsm Fund to both centers. Jeffrey C. Kozlowski Fund

NORTHERN WILLAMETTE VALLEY

Bobbie Dolp Advised Fund Louise E. Larsen Fund Willamette Humane Society 96 funds Doug and Connie’s Visual Art Fund Latino Partnership Program Fund Bruce and Sharon Douglas Designated Eric and Hollie Lindauer Fund Fund William and Mary Mainwaring Fund New Funds 2016 Larry T. & Jeanette T. Epping Family Fund David L. Massee Education Fund Aamodt Scholarship Fund Evergreen Charitable Trust Fund Thelma D. McCulloch Fund Dana Seed Fund Velma Charlene Foster Cancer Research Robert McMahon Fund Gayle Goschie Fund Fund Ernest Alan and Barbara Park Meyer Jones Family Fund Joseph R. and Judith Ann Fox Family Fund Scholarship Fund Sandra Wiscarson Fund Butch and Richard Fraley Charitable Fund John and Susan Miller Fund Gerlinger-Lyman Family Fund Louise Minty Fund Existing Funds Isabel and Mary Ellen Gill Scholarship Fund Dave and Pat Moss Family Fund Angell Family Fund Graham Lhenne Foundation Fund Brent and Natsumi Neilsen Family Fund Anonymous Fund #19 Grasmajeto Fund Neilsen Family Fund Robert C. and Mariam B. Arthur Family Gruber-Condon Family Fund Office for Student Access and Completion Fund Hart Mental Health Fund Fund Helen E. Austin Pioneer Fund Amabel E. Hayward Fund Amity Scholars Program Subfund Mark and Patricia Baker Family Fund Bob and Marypat Hill Family Fund Davison FFA Scholarship Subfund Juliette D. and Paul A. Barber Fund Hollander Watkins Family Fund Jefferson High School Subfund The Mellema Scholarship for Sheridan Tom and Diane Bauman Fund Holman Family Molalla High School H.S. Seniors Subfund Richard J. and Linda M. Carney Fund Alumni Scholarship Fund Valsetz Scholarship Foundation Flynn Case Donor Advised Fund Wilbur and Lela Jackson Family Fund Subfund Mike and Simone Chilton Family Fund Jane and Ron Jones Fund Olson Family Fund Clark-Phelps Scholarship Fund Sue and Gary Kaufman Fund Oregon College Savings Plan Education Helen E. Cook Family Fund Thomas Jeremy Keep Scholarship Fund Celebration Scholarship Fund Lauren, Ashley & Caitlin Cornwall Fund Don L. Klein, Larry D. Klein and Leslie W. Peggy Peterson Scholarship Fund Cox Family Fund Klein Scholarship Fund Mike and Betty Pongracz Scholarship Michael and Christine Crossland Fund Klinger Fund Fund Louie J. and Margaret H. DeSantis Fund Karen and Wilmar Kohne Fund Gail P. Robinson Family Charitable Fund

44 THE OREGON COMMUNITY FOUNDATION Tokarski Family Fund Friends of Deepwood Family Building Beverly A. Treneman Fund Habitat for Humanity-North Willamette Blocks Trillium Fund Valley Merritt and Aileen Truax Scholarship Fund Head Start of Yamhill County With a mission to keep Janet Van Leeuwen Fund Henderson House Foundation Incite Inc. children safe and families Scotty and Buena Washburn Endowment Fund Juliette’s House together, Family Building Ed and Mary Watson Fund League of Women Voters of Oregon Blocks focuses on prevent- Molly M. Westbrook Fund Marion-Polk Food Share Inc. ing child abuse in Marion Doris J. Wipper Fund Monmouth-Independence Community Foundation Doris J. Wipper Scholarship Fund and Polk counties. The Mt. Angel Community Foundation Eric and Amy Wiser Family Fund intensive, specialized ser- Newberg Early Birds Rotary Foundation Zicker Family Fund vices are offered at no cost Oregon Agricultural Education Foundation to families. The organiza- Oregon Animal Health Foundation Endowment Partners Oregon Garden Foundation tion is using grants from New in 2016 Oregon Symphony Association-Salem OCF to extend their critical Pacific Northwest Truck Museum Friends of the Salem Senior Center work in Polk County and Pentacle Theatre Santiam Canyon. Salem Parks Foundation Existing Partners Salem Senate Aires A.C. Gilbert’s Discovery Village Salem’s Riverfront Carousel Inc. Barnes D. Rogers Family Fun Frank W. and Mabel Settlemier Fund M. Gregg Smith Scholarship Fund Audubon Society of Salem Silverton Health Foundation Capital Manor Foundation The Myron and Sharon K. Satrum Family Frank W. Settlemier Educational Fund Herbert and Betty Spady Fund Silverton Rotary Foundation Fund Catholic Community Services Foundation Stayton Public Library Foundation Simply Music Fund Robert M. and Cecilia A. Stuckart Fund Lawrence Scholl Family Scholarship Fund Deepwood Gardeners The Willamette Heritage Center Velma Scholl Fund James G. and Ruth E. Smith Fund The Dragonfly Fund Family Building Blocks Willamette Humane Society Schweinfurth Scholarship Fund M. Gregg Smith Fund Tichinin Family Fund Family YMCA of Marion & Polk Counties Willamette Valley Hospice

SOUTH COAST

Jo Bailey/Curry Arts Art Scholarship Office for Student Access and Completion Mingus Park Pool Management Port Orford Public Library Foundation 53 funds Subfund Fund North Bend Public Library Foundation Powers Community Scholarship Fund Nancy Brueckner Memorial Pacific High School Alumni Oregon Coast Music Association Women’s Safety and Resource Center Scholarship Subfund Scholarship New Funds 2016 Central Curry Education Association- Paczesniak Family Fund Penny and David Allen Fund Teachers of Gold Beach Subfund Al and Hilda Peirce Charitable Fund Paula Bechtold and Robert Laird Fund Alan and Adelle Corbin Scholarship Reese Family Scholarship Fund Subfund Harriet’s Fund Uno and Vera Richter Memorial Dutton-Sonnevil Scholarship Fund Scholarship Fund Dave Little Memorial Scholarship Subfund Subfund of the Gold Beach Education Fund Charles and Effa Sage Gold Beach High Lisa A. Eyer and Maurine F. O’Connor School Fund Walter Lewis Schulz Memorial Fund Arts Scholarship Subfund Anthony and Adele Smith Designated Fund Arlena Hall Nursing Scholarship Subfund F. Willis Smith Fund Existing Funds Jay Johnson Subfund South Coast Ready to Smile Fund Back 40 Fund James W. Nichols Perpetual Caryll and Norman F. Sprague Family Bandon Community Scholarship Fund Scholarship Subfund Scholarship Fund Beckham Fund for the First Baptist Red Powers Rotary Scholarship Ann C. Thornton Memorial Scholarship Church of Coos Bay, Oregon Subfund Fund Katherine Bisbee Fund Soroptimist International of Gold Katherine Bisbee II Fund Beach Subfund Endowment Partners Boys & Girls Club of Southwestern Waltz Health Care Education Subfund Oregon Endowment Fund Clifford R. and Maxine B. Yadon New in 2016 Boys & Girls Club Community Scholarship Subfund Southern Coos Health Foundation Endowment Subfund Dorothy Heagy Scholarship Fund F. Willis Smith Subfund Tom and Gloria Hillstrom Fund Existing Partners Stamper Family Endowment Subfund Blair A. Holman and Virginia I. Tabor Fund Bob Belloni Ranch Inc. William J. Sweet Tennis Center Steve and Jan Hooper Fund Coastal Home Health & Hospice Children’s dental health Subfund Kiwanis Club of The Bay Area Scholarship Coos Art Museum Coffman Scholarship Fund Fund Improving children’s dental health is a priority for OCF, Coos Bay School District 9 Neil Faber Memorial Scholarship Fund The Bill and Ann Lansing Fund and nowhere is the Foundation’s work more evident Coos Bay Schools Community Foundation David S. Foster Memorial Fund Lottis Family Fund than in Coos and Curry counties. A grant to Coos Health Coos County Historical Society Gold Beach Community Fund Bill Magness Bandon Scholarship Fund Coos Foundation & Wellness supports Ready to Smile. This program Gold Beach Education Fund Bill Magness Pacific Scholarship Fund Coquille Rotary Foundation Inc. provides children with dental screenings, fluoride Dr. Wilbur and Bonnie Andreson Menasha Legacy Fund Jay Johnson Memorial Endowment Alan and Brenda Mitchell Port Orford Coquille School District #8 varnish, sealants and dental kits — and refers children Subfund Community Fund Curry Health Foundation to a dentist when needed.

ANNUAL REPORT 2016 45 SOUTHERN OREGON

David A. Boulton Fund GreenSprings Fund 133 funds Brewer Family Fund Hardt Family Fund Max W. Burns Memorial Scholarship Fund Bertha Harrison Children’s Fund of White City Bertha Harrison Scholarship Fund New Funds 2016 Burrill Family Scholarship Fund Hennion Family Fund Ruby M. Edwards Fund Campagna Family Fund Roger G. Hewitt Fund for Youth Symphony Green Pearl Fund Campagna Family Scholarship Fund of Southern Oregon Carol and Floyd Hayner Scholarship Fund Tom and Kathy Carstens Applegate Fund Hidden Valley High School Future Betty LaDuke Cultural and Education Fund Coleman Family Fund Business Leaders of America Fund for Farmworkers’ Children Robertson E. Collins Fund Hill Fund MAKE It Happen Scholarship Fund Collyer Hitchcock Family Fund Howard-Bullen Family Scholarship Fund The Maple Kindness Scholarship Fund Gladys and Forrest Cooper Scholarship Jim Johnson Memorial Scholarship Fund Merrill Solar Project Community Fund Fund Josephine County Foundation Fund Michael Thorniley Family Fund Sandra Coyner and Joseph Graf Fund Sue C. Kupillas Fund Crowley Family Scholarship Fund Greg Lane Memorial Fund for the Arts and Sciences Harris and Myrtle Dalbec Fund Existing Funds Limb Family Fund Roxy Ann Adams Scholarship Glen and Rickie Dines Art Scholarship Fund LM Fund Donald R. and Norene C. Alger Scholarship Fund Brittany Dunn Fund Mary L. Lowry and Marylee A. Lowry Memorial Fund Ames-Fluhrer Charitable Fund Benjamin and Laura Ellis Charitable Fund Larry and Barbara Lund Scholarship Fund Ashland High School Scholarship Fund Evans Family Music Scholarship Fund Chester and Helen Luther Scholarship William G. and Ruth T. Evans Designated Frank H. Ault Fund Fund Rogue Gallery & Arts Center Fund Landrum E. Baker Fund Gloria J. Lyon Fund William G. and Ruth T. Evans Fund Theodore P. and Jean B. Barss Family Bob and Phyllis Mace Watchable Wildlife William and Florence Schneider Committed Alliance to Strays Fund Evergreen Fund Fund Scholarship Fund Congregational Church of Medford The Barth Family Fund Electa H. Fehl Memorial Fund The Manell Fund Skyrman Techno Fund D-9 Foundation Frank and Grace Bascom Fund Earl and Jane Ferguson Fund Mann-Crawford Charitable Fund Wallace Skyrman Memorial Fund Dogs for the Deaf Inc. Grace W. Bascom Fund Earl and Jane Ferguson Scholarship Fund Marshik Family Fund Francine Foreman Stauffer Endowment George Ferrell Memorial Scholarship Fund First United Methodist Church of Medford Clinton and Mary Anne Basey Scholarship Elizabeth G. Maughan Charitable Fund Fund Mary E. and Carl W. Finstrom Fund Foundation Fund Friends of Josephine County Food Bank John and Lois Stilwell Scholarship Fund Inc. Robert H. and Barbara S. Bean Fund Friends of Equamore Foundation Fund Medford Rogue Rotary Scholarship Fund Roger Stokes Family Fund Friends of the Animal Shelter Eugene Bennett Scholarship Fund for the Friends of the Oregon Caves Chateau Medical Eye Center-Klinghammer Judy Straw Memorial Scholarship Fund Integral Youth Services Visual Arts Fund Memorial Fund Talent Library Fund Jackson County Community Services Curt and Carol Bennett Family Fund The Full Moon Fund Frank and Barbara Mikesell Fund Peter J. and Wilma Tashnovian Fund Consortium Inc. Ronald and Karel Bennett Scholarship Given Family Foundation Fund Susan F. Naumes and Diane L. Mathews Technical Training Fund Jackson County Library Foundation Fund Douglas and JoAnn Gordenier Family Fund Klamath Basin Audubon Society Priscilla Bixler Fund Fund Evelyn Nye Cultural and Scholarship Fund Thorndike Family Rogue Valley Fund Klamath County Library Foundation Helen Bolton Memorial Scholarship Fund Eunice Gray Fund Nye Family Fund Tisana Fund Klamath Falls Gospel Mission Evelyn Nye Undesignated Fund Toll & Wagner Charitable Fund Klamath Hospice Inc. Office for Student Access and Completion Frank L. TouVelle Trust Fund La Clinica Fund Reed and Carolee Walker Fund Lake County Community Foundation La Clinica Mary Mahoney Egan Scholarship Watson Nursing Scholarship Fund Subfund Lake County Oregon Museum Endowment As the need for accessible and affordable health care Weisel Family Fund Alan B. Holmes Memorial Scholarship Fund increases, La Clinica is filling the gap. La Clinica offers Subfund Dr. Michael Wheatley Memorial Fund Living Opportunities Inc. The Winnick/Rhodes Charitable Fund health services throughout the Rogue Valley to those Anna F. Jones Educational Foundation Medford Rotary Foundation Subfund John and Frances Winslow Family Fund National Park Service Crater Lake most in need through six neighborhood health centers, Jeannette E. Mowery Scholarship Frances W. Winslow Fund National Park nine school-based clinics and a mobile health center. Subfund John S. and Frances W. Winslow Fund Order of the Antelope Foundation Gayle and Harvey Rubin Scholarship John S. Winslow Fund Ragland Rife Foundation Grants from OCF are supporting a dental health education Subfund Harriet M. Winton Fund Resolve Center for Dispute Resolution and and prevention program as well as other projects. Michael John Okie Fund Restorative Justice Womer Family Fund Olsrud 4-H and FFA Scholarship Fund Rogue Community Health Chuck Womer Fund for Rogue Community Olsrud Family Fund College Scholarships Rogue Gallery & Art Center Olsrud Scholarship Fund Zuko and Sophie Fund Rogue Valley Chorale Association P.E.O. Jean Fish Gibbons Scholarship Rogue Valley Genealogical Society Fund Rogue Valley Symphony Association Arthur Perry Memorial Fund Endowment Partners Rotary Club of Central Point Scholarship Jesse Applegate Pioneer Historical Endowment Fund Cemetery Fund Existing Partners ACCESS Inc. Rotary Foundation of Klamath County The Pitbladdo Fund Siskiyou Field Institute Ashland School District #5 Maggie Purves Fund The Siskiyou School Ashland Schools Foundation Manford L. Rathbun Memorial Scholarship Society of St. Vincent de Paul, Rogue Fund Bear Creek Greenway Foundation Valley District Council Riley Family Fund Boys & Girls Clubs of the Rogue Valley United Way of Jackson County Herbert Rothschild Fund Britt Festivals Wildlife Images Rehabilitation and Sam Choi Seto Jr. Fund Center for NonProfit Legal Services Education Center William and Florence Schneider Fund Club West Wrestling Inc. Youth Symphony of Southern Oregon

46 THE OREGON COMMUNITY FOUNDATION Eugene Symphony at Bohemia Park, Cottage Grove SOUTHERN WILLAMETTE VALLEY

Silva Endowment John Conrad Diehl and Madeline Knutsen Goetze Powell Fund K-12 Student Success Fund 285 funds Special Projects Subfund Hebbard Memorial Scholarship Fund Elsa and Marjorie Goodyear Eugene Thomas A. Kerns M.D. Endowment Fund Connor Ausland Memorial Scholarship Douglas Community Fund Public Library Endowment Fund Kiilsgaard-Greene Fund Fund Douglas County Youth Orchestra Fund Goudy-Powell Family Fund Officer Chris Kilcullen Memorial New Funds 2016 Chad Barczak Fund Sarah A. Douglas Fund Joe and Teresa Greco Memorial Fund Scholarship Fund Gregory M. Ahlijian Scholarship Fund Florence V. Barnhart Fund Drain Civic Center Fund Jill Richardson Hall Family Fund Lynn Kinney Charitable Fund Marc and Shirley Anderson Fund Thomas H. and Sarah K. Bascom Fund James R. Drury and Mary Jane Drury Fund Maurice and Gladys Hallmark Scholarship The Kirchhoff Family Fine Arts Anonymous Fund No. 9433 Beck Family Fund EHS/SEHS Alumni Scholarship Fund Fund Scholarship Fund Carlson Family OSU Orchestral C. Wade and Marie D. Bell Fund Elliqua Fund Albert B. and Jean E. Hallstrom Family Knight Cancer Institute Endowed Fund Scholarship Fund Fund Jessie M. Bork and Jessie M. Bell Luther Ellison Scholarship Fund Konnie Memorial Scholarship Fund Dicentra Fund Terry and Shanon Hamilton Fund Scholarship Fund Rose A. Ellison Designated Fund Sam and Roberta Konnie Fund Margaret E. Hull Scholarship Fund Susan L. Hamlin Family Fund Arthur James Boucot Research Fund Edna English Fund for Archaeological Koons Family Fund Kessler Burke Family Fund Richard P. Haugland Fund Barbara Bowerman Fund Studies James C. and Carol A. Kyle Fund Esta Rose Fund E.H. and M.E. Bowerman Scholarship David R. and Donna R. Hawkins Fund Eugene Civic Alliance Fund Douglas Crary Laidlaw Charitable Fund Pat Steele Scholarship Fund of McKenzie Fund The Hendricks Park Native Plant Garden Eugene Federal Courthouse Education Erika Leaf Family Fund School District Jon Bowerman Advisory Fund Fund Fund Levy/Thomas Fund Stephen Yih Endowed Scholarship Fund Boys & Girls Club of Albany Education The Eugene Veterans Memorial Park Fund Jim and Delores Hendrickson Memorial Scholarship Fund Lilja Family Fund Fund Rollin and James Evans Memorial Brauti Family Fund Scholarship Fund Betty and Harold Hendrix Memorial Richard A. Loescher Fund Existing Funds Scholarship Fund Brine-Sansregret Family Fund Evergreen Hill Education Fund John Long Memorial Fund A & A Charitable Fund Hershner Family Fund Allen Brown S.T.E.A.M. Inspiration Fund Evergreen Hill Fund Lowell High School Scholarship Fund Albany Library Scharpf Endowment Fund Jane Higdon Memorial Fund Candace Callan Fund F & C Fund John L. Luvaas Family Fund Alex Newport-Berra FUNdation Fund Jane Higdon Memorial Fund for Bicycle Candace Callan Scholarship Fund Fidanque Family Fund Madison Charitable Fund Allcott/Hunt Share It Now Advised Fund Safety Carlson Spendable Fund Dr. I. Howard and Victoria Fine Maxfield Family Fund Allcott/Hunt Share It Now II Scholarship Elizabeth S. Holden Fund Marlan and Angela Carlson Family Fund Scholarship Fund Fund, Honoring Emory S. and Elizabeth Hope For Today Fund William and Joyce McHolick Fund Rufus and Carol Cate Fund The Fogg-Abbott Family Fund Burkett Hunt Michael D. Horowitz Fund William J. McHolick, MD, Scholarship Cavin Family Fund The Ford Family Foundation Fund Fund Kevin and Irene Alltucker Family Fund Margaret E. Hull Advised Fund Central Lutheran Church Pastor P.J. Ford Family Fund McKenzie Oaks Ranch Fund John Alvord Scholarship Fund Margaret E. Hull Fund Luvaas Memorial Fund Hallie E. Ford Endowment Fund for Arts La Grande School District-McManus Anderson Family Advised Fund Margaret E. Hull Fund for South Benton Chambers Family Fund in Education William Brent Anderson Memorial Nutrition Program Endowment Fund The Chinn Family Charitable Fund Frishkoff Family Fund Scholarship Fund Margaret E. Hull Mercy Ships Fund Tim and Jo Ann McQueary Fund Chintimini Fund Clifford J. Fritz Fund Anonymous Fund #27 Margaret E. Hull Scholarship Fund Melvin and Carol Mead Fund Coast Fork Scholarship Fund Margaret A. Fritz Fund Cecil R. and Elaine H. Armes Memorial Ellen Gendel Hyman Fund Meals on Wheels-Case and Velma Hamlin Fund for the Friends of Mt. Pisgah Douglas Lowell Collins Scholarship for the Mark Frohnmayer Advised Fund Designated Fund James 1:27 Fund Arboretum Visual Arts Fund Fund for Douglas County Youth Orchestra Herbert J. Merker Fund Robert C. and Betty E. Janeway Fund Arts Foundation of Western Oregon Fund The Combined Fund for the Eugene Gear Up Scholarship Fund L. Verl and Dorothy Miller Scholarship Public Library Anne Jaqua and Family Fund Mildred Baker Endowment for the Arts Gear Up Scholarship Fund II Fund Community Wellness Fund Jaqua Fund Bishop Subfund Gemmell Family Fund Verl and Dorothy Miller Fund Edwin E. and June E. Cone Fund Jim and Mary Jaqua Fund Cottage Theatre Endowment Subfund Gordon H. and Patricia A. Gerretsen Fund Michael and Jo Ann Mooser Fund Edwin E. Cone Neighborhood Park Fund John and Robin Jaqua Fund Eugene Visual Arts Endowment Ruel D. Gierhart Eugene Public Library J.L. and M.F. Murdock Family Fund Copper Windmill Fund Jon V. Jaqua and Kimberly B. Cooper Fund Fentress Endowment Permanent Endowment Fund Music Counts! Fund Coughlin Family Fund Robin Jaqua Fund Nils and Jewel Hult Endowment John Gillilan/Tim Torrey Memorial Fund Glenn and Flaurence Nesseth Scholarship Maxine Horton Rowan/Hult Center for J. Glenn and Ellen A. Cougill Fund Erminio and Irene Giustina Scholarship Robin Jaqua Relief Nursery Fund Fund the Performing Arts Subfund Jemma Crae Advised Fund Fund JumpstART Fund Newman Foundation of OSU Endowment Martha Baker Russell Subfund Crane Creek Family Fund Verda M. Giustina Fund K and T Sherman Fund Fund

ANNUAL REPORT 2016 47 Linn County Historical Museum Trust John G. Shedd Institute for the Arts Looking Glass Youth & Family Services Majestic Theatre Management Inc. Students at Agnes Steward Middle School in Springfield McKenzie Community Track and Field are continuing their work with the Music Matters McKenzie River Trust education program, thanks to a third year of funding to Mid-Willamette Family YMCA the John G. Shedd Institute for the Arts. OCF’s Studio Mount Pisgah Arboretum Music on the Halfshell Inc. to School Initiative supports collaborative projects Northwest Center for Alternatives to between schools and community arts organizations to Pesticides increase arts opportunities for underserved students. Northwest Youth Corps Office of Student Access and Completion Oregon Country Fair Oregon Head Start Association Oregon Mozart Players Oregon Old-Time Fiddlers’ Association Office for Student Access and Completion Alice Robitschek Fund Hubert J. and Linda K. Van Peenen Fund Bohemia Foundation Oregon Research Institute Fund Roehl Family Fund Charles U. Walker Scholarship Fund CASA of Lane County Parenting Now-Birth to Three Alpha Kappa Kappa Subfund Runnin’ Wild Fund Walton Weston Family Fund CASA of Linn County Pearl Buck Center Incorporated Brian Clayton Memorial Scholarship Doris and William Scharpf Fund Warren Youth Athletic Scholarship Fund Center for Spiritual Living Subfund Philomath Youth Activities Club Hall, Helen and John Seely Family Fund William and Pamela Weill Fund Central Lutheran Foundation Corvallis High School “Class of 1954” Planned Parenthood of Southwestern Scholarship Subfund Heinz J. and Susan Esslinger Selig Fund Erma M. Weir Music Education Fund Corvallis-OSU Symphony Society Oregon Jack Dannenhoffer Memorial Ben Serafin Fund Werner/Ellithorp Advised Fund Cottage Grove Community Foundation Relief Nursery Scholarship Fund John Serbu Fund Western Lane Community Foundation Cottage Theatre Richard E. Wildish Community Theater Fund Casey Diemert Memorial Scholarship John Serbu Youth Campus Fund Delta Rotary Foundation Inc. Rural Development Initiatives Inc. Jim S. and Mildred W. Whipple Fund Georgia Harris Memorial Scholarship Shamrock Fund Dial-A-Bus SafeHaven Humane Society Mildred Wilcox Whipple Fund Sylvia Henry Memorial Scholarship Sheppard Family Fund Douglas County Museum Foundation Santiam Christian Schools Whipple Foundation Fund Huffstutter Family Scholarship Fund Kenneth M. and Kenda H. Singer Fund Education Together Foundation Science Factory Children’s Museum and Smith Oaks Fund Brooke Wilberger Scholarship Fund Insurance Professionals of Portland The Emerald Empire Kiwanis Foundation Planetarium Legacy Scholarship Delila Smith Fund Wilberger Foundation Search and Rescue Scio Girls & Boys Club Fund Emerald Kidsports Beverly Lloyd Scholarship Subfund Soeldner Campbell Fund ShelterCare Foundation Norman and Olga Evelyn Wildish Fund Endowment Fund of the Eugene Brian T. Meehan Memorial Scholarship Betty L. Soreng Fund Symphony Association Soroptimist International of Eugene Margaret M. Williams Memorial Monroe Tree Farm Scholarship Fund John and Betty Soreng Environmental Eugene Education Foundation Springfield Education Foundation Fund Scholarship Fund Michael Mooser Scholarship Subfund Springfield Rotary Scholarship Fund Winquist Family Fund Eugene Family YMCA Northwest Automatic Vending South Benton Community Enhancement Eugene Masonic Cemetery Association St. Mary’s Episcopal Church (Eugene) Association Scholarship Fund Fund Winston-Dillard School District 116 Scholarship Fund Eugene Public Library Foundation St. Thomas Episcopal Church Oregon Spirit Scholarship Fund Springfield School District Architectural Studies Scholarship Fund Keith and Kathy Wolf Fund Eugene-Springfield Youth Orchestras Sweet Home Alumni Foundation Oregon Wine Brotherhood Scholarship Fund Dorothy E. Stewart Fund Cyd Woodard Fund Fern Ridge Library Foundation Sweet Home Community Foundation Roseburg High School Class of 1949 L.L. Stewart Northwestern School of Law Woodard Family Scholarship Fund FOOD For Lane County Trinity United Methodist Church Fund Scholarship Fund John W. and Isabelle S. Woolcott Fund Friends of Hendricks Park United Community Action Network Roseburg High School Class of 1955 L.L. Stewart Oregon State Parks Student United Way of Lane County Internship Fund Donna P. Woolley Fund Greenhill Humane Society Scholarship Fund United Way of Linn County L.L. Stewart Oregon State Parks Volunteer Gordon D. Wright and Anne G. Moffett Habitat for Humanity-Albany Area Roseburg High School Class of 1957 Fund West Cascade Peace Corps Association Scholarship Fund Award Fund Home Life Inc. Mr. and Mrs. L.L. Stewart Fund Megan A. and Thomas K. Wuest John G. Shedd Institute for the Arts Western Environmental Law Center Carol Rudy Scholarship Subfund Charitable Fund Christine L. Storment Fund Lane Senior Support Coalition Wildlife Safari Theodore and Dorothy Schultz Youmans Family Fund Memorial Scholarship Fund Margery Strass Fund Linn-Benton Community College Zonta Service Foundation of Corvallis Lauren and Dena Young Family Fund Donna Shepherd Nursing Scholarship Strawbridge Brothers Scholarship Fund Foundation Youth Suicide Prevention Fund in Memory Doyle and Donna Shepherd Glenn R. and Juanita B. Struble Memorial of Jason Daniel Sweeney Scholarship Fund Scholarship Subfund Volunteer guides at Mt. Pisgah Arboretum Umpqua Community College Social Juanita Brown Struble Scholarship Fund Science Scholarship Fund Swedoenek Fund Endowment Partners Weathers Educational Trust T J Education Fund Scholarship Subfund New in 2016 The Tamolitch Fund Ophelia’s Place Endowment Fund A Family For Every Child Tate Family Fund Edward V. O’Reilly Charitable Fund Boys & Girls Clubs of the Umpqua Valley Rodney W. and Martha G. Tripp Memorial Oregon Natural Resources Education Fund Fund Friends of Buford Park & Mount Pisgah The Domenico and Giovanna Pontrelli Ron Trolle and C. Helyn Trolle Endowment Maude Kerns Art Center Endowment Fund Fund Wellsprings Friends School Hope Hughes Pressman Fund Turtle Flats Restoration Fund Willamalane Park and Recreation District R.W. Family Fund Umpqua Prosperity Fund The Carolyn Raab Fund Betty Long Unruh Arts Fund Existing PArtners Raising Oregonians: Environmental Betty Long Unruh-Mercy Medical Center Legacy Fund Fund ABC House Inc. Frederick O. Rankin Eugene Public Library Betty Long Unruh Theatre Fund Albany Boys & Girls Club Foundation Inc. Endowment Fund Dr. John Wm. and Betty Long Unruh Fund Albany Regional Museum Mark and Nichol Pendell Rauch Fund Dr. John Wm. and Betty Long Unruh Albany United Methodist Foundation Inc. Marjorie J. Reed “Best Friend” Award Portland Art Museum Fund Battered Persons Advocacy Scholarship Fund Dr. John Wm. and Betty Long Unruh UCC Benton County Historical Society & Rice Family Fund Performing Arts Fund Museum

48 THE OREGON COMMUNITY FOUNDATION STATEWIDE AND OUT OF STATE New Funds 2016 Olga Samuelson Freeman Scholarship Jim McBroom and John H. Weston Fine Glenn Jackson Scholars Program Florence V.J. Pennebaker Fund Fund Arts Fund Subfund Daniel Deutsch Fund Ready to Learn Fund Scott and Pamela Gibson Family James F. and Marion L. Miller Fund II Nettie Hanselman Jaynes Memorial Michael Schill Donor Advised Fund Jerry and Evelyn Reed Memorial Fund Designated Fund Scholarship Subfund Joseph and Helen Morgan Memorial Roberts Scholarship Fund Ray Kageler Scholarship Subfund Bertha L. Harris Fund Scholarship Fund Steve Sall - Aloha High School Existing Funds Betsy Elizabeth Hauge Fund NLN Ella McKinney Scholarship Fund Arlene E. and Arthur LaMasters Scholarship Fund Scholarship Subfund Alumni Fund for Eugene International Health Care Careers Fund North Coast Land Conservancy Sandberg Academic Scholarship Fund High School Charles and Christie Hewitson Fund Endowment Fund II J.M. Lee Subfund Dave Sheldon Memorial Fund Anonymous Fund #17 Harold I. Lewis Scholarship Subfund Gregory and Linda Hewitson Fund OCF RAI Parent Fund Speroff Family Fund Anonymous Fund #26 Jeanette E. Mowery Scholarship Matthew and Marsha Hewitson Fund Office for Student Access and Completion Sprague Family Scholarship Fund Bazillion Books for Kids Fund Subfund Holden Career & Technical Education Fund The Sprout Fund Charles and Norma Beek Charitable Fund Oregon Alpha Delta Kappa Scholarship Scholarship Fund James Carlson Memorial Scholarship Jean Tesche Foreign Language Studies Robert Harold Belknap Memorial Subfund Holden Scholarship Fund Program Subfund Scholarship Fund Scholarship Fund Ida Berniece Oswald Subfund Chi Omega Subfund Ronald E. and Ivy L. Timpe Fund Eugene Bennett Art Acquisition Fund Hope and Faith Fund Professional Land Surveyors of Oregon Peter Connacher Memorial Trust John Mark Turetzky Scholarship Fund Buerkle Scholarship Fund The J & W Hope Fund Scholarship Subfund Subfund Mark Van Ness Fund Bussman Family Philanthropic Fund Susan and James Huff Scholarship Fund Harriet Simmons Scholarship Subfund Dart Student Assistance Subfund Cambia Health Solutions Fund Invest Oregon Fund Edward Ward Subfund Roger W. Emmons Memorial Henry Itkin Fund Oregon Cultural Trust Fund Endowment Partners Children of Insitu Scholarship Program Scholarship Subfund Mr. and Mrs. Michael L. Keiser Fund Oregon Designated Fund Roy R. and Laurie M. Cummins Fund Laurence R. Foster Memorial Existing Partners Deibele Family Fund Neil Koehler and Cindy Toy Family Fund Scholarship Subfund Oregon Disaster Relief Fund Confluence Inc. Early Childhood Network Fund George W. Lippincott Field of Interest Fund Benjamin Franklin/Edith Green Oregon Latino Scholarship Fund Endangered Language Fund Melvin Federlein Fund George W. Lippincott Scholarship Fund Scholarship Subfund Ozbeam Fund Henderson Nor’Wester Camp

ADMINISTRATIVE ENDOWMENT FUNDS These legacy funds support the work of OCF to increase philanthropy now and in the future. Raymond M. Alexander Memorial Charles and Norma Beek Charitable Fund John and Carol Hampton Administrative Administrative Endowment Fund (partial) Fund Dean L. Baker Fund (partial) Hampton Legacy Fund: Jamey, Cynthia, The James S. and Ivy T. Stacy Fund Grace W. Bascom Fund Elizabeth and David Hampton (Family (partial) Giving Center Founding Family) Thomas Wrightson Fund (partial) THE OREGON FUND The Oregon Fund makes grants to support community needs throughout the state through gifts or bequests of any amount. Anonymous Susan Kevorkian Suzanne Spitler Thompson Andy and Julie Burke George Lamont LLC in memory of Michael Stronk in memory of Robert Hamm Mildred E. Chapman Foundation Leonard Tarantola Janet Voss The Delta Air Lines Foundation Vicci Lee Martinazzi H.G. “Spike” Wadsworth and Sherry Paula Hamm Michele Miller Sheng Robert Huntington Larry and Linda Pearmine Wilson Living Trust Richard and Deanna Iltis Marcia Randall Peter Winch Katherine and Joseph Iverson Donna Sadlouskos in memory of Leonard Cathy Zegar in memory of Robert Hamm Tarantola VOZ Workers’ Rights Education Project Susan Johnson

The Children’s Courtyard at Jasper Mountain THE OREGON SCHOLARSHIP FUND The Oregon Scholarship Fund awards scholarships statewide to Oregon students attending Oregon colleges through gifts and bequests of any amount. Myu Campbell Network for Good Denny Carmassi in memory of John and Becky Preston Richard Miller Maggie Purves Blake and Joy Howe Terrel Wagstaff Robert Huntington SUPPORTING ORGANIZATIONS Supporting organizations help further OCF’s mission through a unique legal relationship. Robert J. and Leona DeArmond Public Peter and Julie Stott Foundation Foundation OCF Joseph E. Weston Public Foundation Sid and Karen DeBoer Foundation Wieden Family Public Foundation Gray Family Foundation

ANNUAL REPORT 2016 49 Arts in Education of the Gorge

THE OCF LEADERSHIP FUND The OCF Leadership Fund enables OCF to develop philanthropy in every community in Oregon. The following supporters contributed from Jan. 1 through Dec. 31, 2016.

Guarantor $1,000+ Charlie and Maryanne Holman Sabrina Parsons Benefactor $500+ Ruth E. Medak Charitable Fund at Fidelity Charitable 200 Market Associates Robert H. and Cecelia Huntington Fund Peregrine Sports LLC Antoinette Arenz Ruben Menashe Acme Bader Community Fund Anne Jaqua and Family Fund Hope Hughes Pressman Fund Charles and Norma Beek Charitable Fund Barbara Mendius David Anderson Jon V. Jaqua and Kimberly B. Cooper Random Lengths Publications John Bridges Fund Michael Moore Anonymous Fund No. 9433 Redtail Fund Ron and Wilda Bryant Mike and Margo Kalberer Julie Moran Anonymous Jannotta Rothenberg Family Fund Dorothy Cameron Mr. and Mrs. Michael L. Keiser Fund Dr. and Mrs. Lee Murdoch Appel Family Fund Thomas A. and Georgina T. Russo Family Keller Foundation John and Joan Casey Milo and Beverly Ormseth Ault Family Trust Fund at Schwab Charitable Robert G. Kirby Fund Gregory Chaillé Gayle and Carol Post Family Fund Ken Austin Schamp Family Fund Knapp Family Philanthropic Fund at World Jeff Chase and Patti Warner Fund Judith and Charles Poutasse Arthur Bailey Doris Scharpf Vision Comerford DiDente Family Fund Margret Rigby Dean L. Baker Fund Robert and Janice Schock Fund Nancy Lematta Copper Windmill Fund Barnes D. Rogers Family Fund Anthony and Martha Belluschi David and Jane Schue Lynn and Jack Loacker Jean and Jim Curran William and Nancy Rosenfeld Fund Lane and Francine Shetterly J & S Bishop Fund Tim and Nancy Mabry Debolock Family Charitable Fund at George Russell William K. Blount Family Fund Jim and Jenny Mark Jeanyse Snow Schwab Charitable Fund Marian and Elihu Schott Family Fund Jay and Teresa Bowerman Family Melvin Mark Jr. Trust So Hum Foundation Sharon Douglas Shelk Fund Mark and Cheryl Burnham McCracken Revocable Living Trust Spark Fund Margueritte Hirschbuhl Drake Fund Thorndike Family Rogue Valley Fund Cathy Chinn Duane and Barbara McDougall Norman F. Sprague Jr. Foundation Bill and Karen Early Kay Toran Pat Clark Timothy McQueary The James S. and Ivy T. Stacy Fund The Robert Engle Trust John Turner Mike and Kate Coughlin Laura Meier Cornelia and William T.C. Stevens Margaret Evans David and Christine Vernier James and Anne Crumpacker Lora and Jim Meyer Family Fund William Swindells Ted and Diane Freres Carolyn Walker Howard and Edna Dietrich Children’s Fund Ray and Carol Michael The Standard Gerald and Olivia Froebe Amy Wayson Donald F. Dunbar Revocable Living Trust Sue and John Miller Fund at Schwab Jeffrey and Janice Thede Lester Green Weiss Fund Charitable Fund Don Dunbar Kenneth and Marta Jo Thrasher Chane and Jim Griggs Westwind Fund Kirby and Carl Dyess Bill Moffat and Joy Abele Ronald E. and Ivy L. Timpe Century Fund Richard and Adrienne Hassanein Ron and Eileen White Elliqua Fund Craig W. and Linda J. Moore Family Fund John K. Vitas and Pat Towle Fund John and Lari Hodecker Gordon Wright and Anne Moffett Larry and Jeanette Epping Family Susan Naumes and Diane Mathews Jody Ward Elizabeth Holden Foundation Sheila Nolan and Bill De Jager Hult & Associates LLC Robert D. Geddes and Cameron G.R. OCF Founder’s Fund Gary and Eileen Wehrle Fund Patron $250+ Sara and Jim Ingle Geddes Family Fund Lindley Morton and Corrine Oishi OCF Joseph E. Weston Public Foundation Penny Allen Ann and Ed Istel Dan Gleason Sherman and Wanda Olsrud Benjamin R. and Elaine M. Whiteley Frank and Dorothy Anderson Family Fund Kerr/Labbe/Lowe Family Fund Erin Graham Oneatta Fund Anonymous Mary and Brett Wilcox William and Emmy Lawrence Family Fund Hampton Family Foundation Oregon Scholarship Fund Transfer and Auble Family Revocable Trust Rocky and Laura Henderson Holding Subfund WRG Foundation Fund Kathleen Lewis Fund Nancy and Jeffrey Beckwith Lyn Hennion and Alex Bellen Susie Papé Thomas Wrightson Fund Susan McLaughlin Sara Behrman and Francis Rosica Jeannette B. Hofer Trust Eric and Janet Parsons Family Fund Duncan and Aileen Wyse Carolyn McMurchie Peter and Susan Belluschi

50 THE OREGON COMMUNITY FOUNDATION Harriet Isom Andree Stevens Ron and Jane Jones Steven K Stewart Revocable Trust Jane Kammerzelt John and Lois Stilwell Elaine and Stephen Kantor Glen and Melinda Sweeney Gary and Sue Kaufman Henry Swigert Edward Kaye Jean Tate Wayne and Molly Kee M. Joan Taylor Denise Kellenbeck Jean Terhune Kencairn Landscape Architecture LLC Johanna and Peter Thoeresz Aase Kendall Cindy and Dan Thomas Cameron Kerr Dale Thomas Sheila Kimball Linda and Bob Thomas Gordon and Dodie King Kim Thompson and Carroll Deason KJK Trust Andrea Timmermann Dr. and Mrs. Gary Klouda Paul Tipton and Janis Mohr-Tipton Wendy Knight Diane Tutch Arline LaMear Bill and Barbara Warner Gary Leaverton Mary and Ted Warrick George and Frances Letchworth Jayson Wartnik Sarah Livingstone Melissa Wilmot Randy Lodge Mr. and Mrs. Jack Wilson Peter and Bonny Low Sandra Wiscarson Bill and Mary Mainwaring Bob and Robbie Wright Walt and Julie Manning Saul Zaik Food for Lane County Max Baker and Kate Marquez Betsy Martin and Raimond Peterson Underwriter Mary Louise McClintock and Thomas Mort Bishop and Mary Lang Bishop John Stott and Margaret Michel Tom and Diane Bauman Tami & Mike Aho Balmer Susan Bishop Nathan Family Charitable Fund Becic Family Trust Patrick Donahue and Jean Allen Thomas McDowell Sara and Jonathan Brandt Suki Near Mary Becker Baker Family Trust Edward McNamara A. Sonia Buist Michael and Gloria Olds Larry and Susan Black Matt Bissonette Victor and Toinette Menashe Susan Cain Aletha Bonebrake Frank and Barbara Brocker Judson Parsons Margaret Mesirow Dr. and Mrs. Jacob Cambier Jayson Bowerman Ralph and Carol Brown Larry and Shirley Perkins Michael Mooser Jim and Mary Casey Tracy Bowerman Fernando Rodriguez Casillas Pine Hill Fund Betty Morgan Serge D’Rovencourt Byron Briley May Dasch Gary R. Pope Revocable Living Trust David and Anne Munro John and Jane Emrick Bryant Family Trust Pamela de Jong Gary and Jane Powell Hester Nau Evergreen Charitable Trust John and Kitty Buchner John and Patricia Edmundson Marta Powers Chris and Tom Neilsen Dave and Ann Fidanque Marlan and Angela Carlson Amanda Fritz Dr. and Mrs. Matthew Prophet Peter Nilsen Myron and Patricia Fleck Linda and Tom Collier Roger Garland Rosemary Pullin Georgia and David Nowlin Fred and Cindy Flippence Kathleen Cornett and Stephen Grove Dr. Jon and Sharon Gell Edna Reich The Michael and Donna Oman Charitable Michael and Pamela Forrester Stephen and Kristi Roe Tom and Janice Cowling Foundation at Fidelity Charitable Richard Goddard Jeffrey Gudman Peggy and Bob Fowler Terry Rogers John and Sharon Crowell The Oregon Jewish Community Grant Higginson Gerry Frank Janice Rutherford John Deeming Foundation Judy Hill Carolyn Ganschow Debra Fe Jing Lee and Peter Sage Jay and Pat Dixon Phyllis Oster Stephen and Sharon Hillis Kit Gillem and Deborah Horrell Hon. Lorenzo Mejia and Cristina Sanz Phyllis and Grail Douglas Alison and Paul Pazourek Edward Irish Verda Giustina Douglass and Sandra Schmor Don Drake Brenda Penner and Stephen Forrester Ruth and Ted Pepple Marian Jensen Doug Gordenier Robert Simons Stephen and Nancy Dudley Doug Philips Nancy and Deane Jolstead Alice Gustafson Lynn and Doris Sjolund William Duhaime Hollie and Alice Pihl Kiwanis Club of Portland Foundation Randell and Mary Jane Guyer Richard Solomon Rebecca Eaton Jean and Jim Pinniger The Koe Family Fund at Fidelity Charitable Frances Hager Nancy Steinberg and Thomas Hurst Alan and Carol Eberlein Andy and Carole Elsbree Sandra Post Chris Watson and Hanako Kubori Hardt Family Fund Brad and Anne Stephens Richard Hay Linda and Jerry Evans John Price Bill and Nancy Laws Roger Stokes Harriet Hayes Bill and Theresa Farrens Ralph and Diane Puncochar Annette Leong Tom and Vickie Stringfield Arthur and Gertrude Hetherington Bryan and Colleen Forbes Alice and Mark Rampton Natural Selection Todd and Lorri Taylor Don & Lynnette Houghton John and Emma Gilleland Isaac Regenstreif James and Norma Pizza Mrs. Moe M. Tonkon Fund Jayne and Douglas Hurl Sylvia B. Giustina Revocable Trust David Rianda Shirley Ray Robert Vaughn Intermediary Inc. Bob and Lesley Glasgow Rosemarie Rosenfeld Tara Siegman Betsy Warriner Richard and Mary Jaffe Michele Goodman The William D. Rutherford Trust Margaret Sjogren Christopher and Priscilla Williams Fund Shelley and Pete Johnson Bonnie and Palmer Grote Donna Samson Ann and Bill Smart Cindy and Morry Jones Anthonette Guy Alex and Elaine Sanchez Ken and Jeanie Smith Ross and Mary Lou Laybourn Sponsor $100+ William and Marty Hall Richard and Karen Scheeland John Sweet Marcia and Thomas Lee Linny Adamson George Happ Robert Schug Jane and David Turville Kelly and Bonnie Leonard Joseph Bain Sally and Harold Heaton Bill Scott Herb and Ann Vloedman Judith Maddox-Bigby Ted and Marie Baker Bonnie Henderson and Charles Zennaché Penny Serrurier Dr. and Mrs. Howard Wagner Chris Magana Gayle Baker Dorothy Hermens Mary and Charlie Sinclair Nancy and Dennis Wilson The Manell Fund John and Ann Bakkensen Joan Horstkotte Dick and Harriet Smith Chelsea Mattson Donna Bane Thomas Hoyt Paul and Edith Sobel Robert McNutt Candace and William Bartow William and Barbara Hutchison Southern Oregon Equities LLC

ANNUAL REPORT 2016 51 THE OREGON SOCIETY

The Oregon Society honors those who have named OCF in their estate plans through their wills, trusts or other deferred gifts. Carl Abbott and Margery Post Abbott David and Lynda Bird Michael Casey and Terrel Wagstaff Cynthia Dettman Lester and Elizabeth Gunther Robert and Bonnie Acker Judith A. Black Christine Chaillé Gary and Shirley DeVos Charles Guzis and Miriam St. Clair Gregory Ahlijian Adriane T. and Samuel S. Blackman Gregory A. Chaillé Don and Linda DeWald William and Martha Hall Mike and Tami Aho Richard “Doug” Blair Marjorie Chandler Jo Ann Vicenus Dewey and Dave Dewey James and Diane Hallstrom Jennifer Allen and Wayne Luscombe Don Blue Mike and Simone Chilton Katharine Diack Susan Halton Edward (Nick) Allis Sue Bolstad Cathy Chinn Mary Dickson Fred Hamlin Jim and Darlene Allison Book Family Trust Chester and Mary Clark Al Didier and Sherry Holley Susan Hamlin Wayne Alper and Virginia Krueger-Alper Christ and Barbara Bouneff Christi A. Clark Howard N. Dietrich Jr. Debbie Hanavan Burnell and Jean Marie Ambrose Sara and Jonathan Brandt Ed Clark and Janet Roberts Clyde and Jerrine Doctor Terry L. Harrington Rex and Diane Amos Martin & Kay Brantley Mary Clark Matt and Doris Doherty Katherine Harris David and Lyn Anderson Jerry and Mary Bray Scott Clark Bobbie Dolp Sally Hart David Carl Anderson Stephen and Marjorie Brenneke Linda Clary and Jim Williams Leslie and Page Dos Reis Judith Harza Jon and Terri Anderson Bill and Joyce Briggs Jolie Cobbs Kay L. Doyle Chatten Hayes Jeff and Debbie Andrews Kelly Brookes and Michael DeMarco Bill and Lynda Cogdall Dick and Maggie Drake Michael and Eileen Heaton John and Susan Appel John Broome Jon Cohen Jacqueline Druck Lyn Hennion Jeanne I. Arbow, CPA Lawrence J. Brown Mr. and Mrs. James D. Coleman Robert and Georgina Dubay Charles and Ruby Henry Rhea Arthur Philip Brown Tom and Linda Collier Kirby and Carl Dyess Peter and Mary Hepokoski Natalie and Michael Bachelder Allan D. Bruckner Elizabeth Collings and Gerald Thomas William and Karen Early Dorothy M. Hermens Florence Bachem Chuck and Peggy Brummel Pat Collins Fara Etzel Ron and Vicki Herring E.J. Badger Neil and Mary Bryant Betty and John Compton Alan Evans Carol C. Herron, CFP Michael and Susan Bahr Sonia Buist, M.D. Tim and Camille Connelly Davis Evans Melanie Hill Darrel and Barbara Baker Silvia and Mark Bundy Joan Corcoran Evergreen Charitable Trust Lynn Hochstetter Donna Bane Andy Burke and Ingrid Kessler Kathleen Cornett and Stephen Grove John L. Fagan and Jo A. Reese Jeannette B. Hofer Jennifer and Jon Bartch Jean Burlingham Virginia Cornyn Eugene and Joyce Faltus Suzanne L. Hoffman Clinton Basey Mike and Carolyn Burrill Tom and Jan Cowling Sally D. Farrell Charles and Pamela Hoffmeister Jean and Howard Baumann Ellen E. Bussing Norman and Marge Creitz Christina Federlein Terrance and Jane Hohner Robert and Barbara Bean Dr. Carol Fellows James R. and Linda L. Holder The Caliban Fund Mr. and Mrs. Stan Culver Patricia A. Bender Tom and Marilyn Fink John Dunlap and Robyn Holdman Marian Campbell Jill Current Alan and Deborah Bennett William L. Flatt Sue Hollern Al Soeldner and Courtney Campbell Mike and Carmen Cutting Curt and Carol Bennett Mervin and Sally Fleming Blair A. Holman and Virginia I. Tabor Fund Roger and Jan Capps Dr. Stanley J. Cyran Kimberley Bennett Gillian Floren and Gregory Swanson David and Maryanne Holman Marlan and Angela Carlson Julie Cornelius Darrough Judith E. Benson-Shank and Robert B. John and Lynne Forsyth The Honoring Institute Shank Dick and Linda Carney Gary and Cheryl Davis Douglas and MacKenzie Freeman Steve and Jan Hooper John and Patricia Bentley Tom and Kathy Carstens Jon and Nancy Decherd Joyce Freeman Larry and Ann Horton Doris’ Place Timothy and Jeanne Freeman Charles and Lynne Humble Ralph W. Fullerton and Myra J. Friedman Clement and Phyllis Hunter Mari Galeana Bill and Becky Huntting Diana Gardener and Judson Parsons James and Linda Hurst William Gaylord and Linda Eyerman Yvonne Huson Boni Scott and Pamela Gibson Georgia Lee Hussey Klaus and Dorlene Gielisch Ellen Hyman Ted Gilbert Wilbur and Lela Jackson Kit Gillem and Deborah Horrell Mary Jeanne Jacobsen Dennis P. and Marie V. Gilliam Norman C. Jacox Jeff and Joan Gladow Emmy Jenson Nona Glazer Brad and Judy Johnson Joseph Gledhill Greg Jones and Marylou Belknap-Jones Lyn Godsey Steve Jones Ann V. Goodsell Guy Justice and Eva Smekens-Justice Eric and Tamie Goranson Kate Kaufmann Doug Gordenier Russell and Linda Keizer Pat Gordon Judy Carlson Kelley Drs. Sandra Coyner and Joseph Graf Michael M. Kem Grandmothers’ Legacy Fund JoAnn and Greg Kemmis Sylvia Katherine Gray Peter J. Kendall Emil and Elaine Graziani Charitable Fund Robert W. Kendall James and Deborah Greear Rachael Kester Scott and Carol Gregg Frederick M. and Belinda Kinyon Julie L. Gregory Ron and Linda Klein Chane and Jim Griggs Janet Knowles Carolyn Groves Willy and Karen Kohne Inge Gruber Howard and Barbara Kraus

52 THE OREGON COMMUNITY FOUNDATION Earl and Carol Nelson William Scott Wendy and Brent Usher Klaus and Mary Neuendorf Neil Sechan and Matt Messner Van Cise Family Fund Tonya Nichols and Ron Walters Don and Sandy Shaffer David and Christine Vernier Don Nielsen Howard Shapiro Daryl and Chris Vogel Stan Nowakowski and Maura Schwartz Stacy Sharlet Spike Wadsworth and Sherry Sheng Cate O’Hagan Bing and Carolyn Sheldon Dee Ward Ann Olsen Dan and Sarah Shramek Bill and Barbara Warner Carlton A. Olson Arlene Siegel Cogen and Mitchell J. Cogen John and Helen Warner Charlene M. Olson Jay and Diane Silverman Grant and Diane Watkinson Sherman and Wanda Olsrud Eva H. Slinker Ed and Mary Watson Ze’ev and Miriam Orzech Dianna and Kevin Smiley Dr. John and Libby Watson June L. Overberg Ann Smith Janet Webster Mary A. Owen Dick and Harriet Smith Michael Weinstein Kathie and Richard Painter W. Boyce F. Smith and Lori H. Smith Randy Weisberg Mr. and Mrs. Dick Palmer Dr. Herbert Spady John T. and Dee Ann Weisel TJ Pappas Joan T. Spear Dr. Henry and Mrs. Janet Weitz Robert and Patricia Patterson Janice M. Spencer Mary Weller Greg and Carol Patton Suzanne Spitler Thompson Lloyd West Hazel Patton Laura Spurrell David Westcott Paul and Alison Pazourek Leland and Sandra Stapleton Gerald and Shirley Westersund Ken and Carol Pearson George J. Stavros Jon and Susan Walton Weston Joan Pease-Engebrecht Paul Steger and Pat Ferguson-Steger Joseph E. Weston Randall and Sali Peckham Cornelia and Bill Stevens Benjamin and Elaine Whiteley Stephen and M. Ruth Popp Jane Stevens Carol and Tom Williams Suzanne M. Port Tom and Ellen Stevens Loren Williams Peter Britt Music & Arts Festival Sue D. Porter William and Cathy Stoller Millicent Williamson G. Wesley and Gail Post Russ and Janice Story Fran Willis and Ted Johnson Linda Prefontaine Reggie and Bj Sullivan Marilyn Wilson Jennie and Michael Kuenz Neil and Joan Malling Hope Pressman Bonnie J. Sulmonetti Nancy and Dennis Wilson Gary D. and Kathryn Judd Kurtz Fund Tom and Carolyn Maresh Betsy Priddy Fund Jerry Sutherland Stewart Winnick and Bonnie Rhodes Laurie Kurutz Michael and Jessica Marlitt Diane Puncochar Marsha Swanson Thomas and Margery Winter Mary Kutz and Chris Haubrich Bill and Mary Marquess Lloyd R. and Glenda L. Ragan Charlie Swindells Sandra Wiscarson Bill and Ann Lansing Tony and Janice Marquis Richard and Wendy Rahm Brenda K. & Jeffrey L. Teel Irene Wolfgram Marlene Lasher Michael Marx and Donald Marshall Bill and Cindy Rainey Jane M. Terzis and Douglas E. Larson Charles Womer Dave and Ann Lau Vicci Lee Martinazzi Chris Rainey Johanna and Peter Thoeresz Janet Wong Liu William and Emmy Lawrence Steven Maxwell Emmett and Ardella Ramey Dale and Jo Ann Thomas Carolyn Wood Leadingham Living Trust Genie and Steve McBurnett Kristin Ramstad Bill and Angela Thorndike Jr. Carlton and Joy Woodard Karen Leigh and Keith Oldham Linda and David McCammon Mark Rauch Jim Thornton Casey and Cyd Woodard Paul and Laura Leighton Nancy McClellan Michael V. Reed Ronald and Ivy Lenz Timpe Steven and Kathryn Worley Sharon Leighty Judy and Bob McDermott Judith Rees Charles Trewhella Treece Wright Richard Leonetti and Shannon Moon Charles McGinnis Pamela Reeves Carol Trezona Bruce and Beverly Wulf Leonetti Irma and Jack McKenna Laurel A. Regan Michael Trigoboff and Patricia Leonard Robert Wulf Joan Levers and David Manhart Paul and Sheila McMahon Patricia Rehm Tom Triplett Marilyn Wurster and Sidney Smith Elizabeth Lewis Arthur K. and Aileen McNett Dwayne and Bette Rice Arty and Norm Trost Nola & Leslie Wyeth Joanne Lilley Michael E. Menashe Laura Rich and Philip Booth Peter and Lynda Truitt Suzanne Younge Eric and Hollie Lindauer Ruben and Elizabeth Menashe David and Pamela Richardson Jill Turner Nancy Yuill and Andrew Szatkowski Martin and Darice Lipsky Barbara J. Mendius Hannelore Rippel Barbara Tyler Linda Zercher Mary A. Lockhart Ronald C. Menke Karly Ritter Sarah Lockhart and George Kraus Brad and Janet Mersereau Karen and Stephen Roberti Ecotrust Forest Management Charles and Marcia Logan Miles and Elizabeth Merwin Jane Ankeny Roche Christine Lolich Alan and Barbara Meyer Gary and Christine Rood Richard G. Long Keith and Debra Meyers George Rowbottom & Marilyn Crilley Susan C. Loomis Judy C. Miller Charlotte A. Rubin Lena LoPiparo Jack and Kate Mills Bill and Candace Ruland George L. Lorance Dr. and Mrs. Frank A. Moore Betsy Russell Greg and Kathy Love Sharon Moore Kathi and Bruce Salvog Drs. Robert Lowe and Michelle Berlin- Julie Moran Luwayne E. Sammons Lowe Betty Morgan Betty Kay Sanchez Arvin and Susan Luchs Dennis L. and Victoria A. Morgan Michelle Sang Barbara and Larry Lund Carl P. Moseley Howard and Darcy Saxion Barbara Lynn Dave and Pat Moss Doris M. Scharpf J.W. and Nancy Lyon Bob and Carol Mulligan Jane Scheidecker John Madison Jenny and Tim Munson Liz Schilling Gary Maffei and Marc Lintner James and Marilyn Murdock Carol Schirmer Sheila Magee Sheila Murty and Jason Job Dorothy and Gene Schoder Bonnie and Lawrence Magura Calvin and Kay Nakao Carol Schug Bill and Mary Mainwaring Susan F. Naumes Robert and Marianne Schug David and Shirley Malcolm Dr. Cheryl R. Neal Mayer and Janet Schwartz

ANNUAL REPORT 2016 53 Investment POlicy

OCF invests its endowed funds to provide a stable resource for Oregon. Effective investment man- Investment Managers agement 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. To further diversify our portfolio, the OCF Investment Committee selects investment managers with expertise in managing specific ASSET ALLOCATION asset classes. For a complete list of invest- ment managers, please visit our website at A diversified portfolio is fundamental to OCF’s investment strategy. A well-diversified investment www.oregoncf.org. 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, 2016, is shown below. OCF Investment Committee OCF’s Investment Committee oversees the in- Main Investment Pool Asset Allocation at Annualized Main Investment Pool Returns, vestment program, makes recommendations 12/31/2016 Period Ending 12/31/2016 to the board of directors regarding investment OCF BENCHMARK* policy and strategy, and hires and monitors 19.3% Absolute Return investment managers. The Investment Com- mittee is made up of community volunteers Venture Capital/Private Equity QUARTER 0.8% 1.1% 9.1% and OCF board members with expertise in in- vestments and business. 11.3% Real Assets 1 YEAR 6.2% 6.3%

8.8% Fixed Income and Cash 3 YEARS 2.6% 2.8% INvestment committee members 5 YEARS 6.4% 6.1% William Berg, Chair, Portland 51.5% Global Equities 10 YEARS 4.1% 3.2% Karen Harding, Portland *Expected returns if assets had been invested in Lyn Hennion, Medford index funds based on OCF’s asset allocation. Tim Mabry, Hermiston Investment returns are net of investment fees. Chris Magaña, Portland Duane McDougall, Lake Oswego William Moffat, Wilsonville Garth Nisbet, Lake Oswego Growth of OCF Charitable Funds Ron Parker, Portland $2.0 B Eric Parsons, Portland $1.8 B William Rutherford, Portland Lane Shetterly, Dallas $1.6 B Ben Whiteley, Portland $1.4 B Duncan Wyse, Portland $1.2 B $1.0 B $800 M $600 M $400 M $200 M

0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

54 THE OREGON COMMUNITY FOUNDATION Financial Highlights

Summary Consolidated Statement of Summary Consolidated Statement of Financial Position Activities Dec. 31, 2016 Year ended Dec. 31, 2016 ASSETS $ REVENUE and GAINS $

Cash and cash equivalents 37 M Gifts, grants and contributions 246 M Investments 1.8 B Investment income 92 M Contributions receivable 19 M Change in value split-income agreements 1 M Assets held in charitable trusts 75 M Other income 4 M Other assets 5 M Total revenue & gains 343 M Total Assets 1.9 B

LIABILITIES & NET ASSETS GRANTS & OTHER EXPENSES Liabilities Grants 91 M Funds expense and program services 2 M Payables and accrued expenses 9 M Administrative expenses 12 M Liabilities under split-interest agreements 48 M * Funds held as Endowment Partner funds 181 M Total grants and other expenses 105 M Total Liabilities 237 M Change in net assets 238 M

Net Assets Net assets, beginning of year 1.5 B Unrestricted 1.7 B Temporarily restricted 46 M

Total Net Assets 1.7 B

Total Liabilities & Net Assets 1.9 B Net assets, end of year 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 at 503.227.6846.

ANNUAL REPORT 2016 55 OCF STAFF 2016 Executive Grants and Programs Max Williams, President and CEO Kathleen Cornett, Vice President for Grants and Programs Melissa Freeman, Director of Strategic Projects Michael Achterman, Associate Program Officer Gina Kaplan, Executive Assistant and Board Relations Manager Michelle Boss Barba, Program Officer, Arts and Culture Molly Yeend, Strategic Projects Coordinator Carly Brown, Community Engagement Officer Development Abby Bush, Associate Program Officer, Early Childhood Belle Cantor, Program Officer, Education Johanna Thoeresz, Chief Development Officer Maka Chee, Program Associate, Scholarships and Grants Sara Brandt, Senior Philanthropic Advisor and Regional Director, Southern Willamette Valley Mirna Loreli Cibrian, Community Engagement Coordinator Wendy Chou, Senior Philanthropic Advisor Amy Cuddy, Senior Program Officer, Southern Oregon Tina Garland, Regional Coordinator, Southern Willamette Valley Jennesa Datema, Associate Program Officer, Youth Philanthropy Julie Gregory, Philanthropic Advisor and Regional Director, Central and Eastern Oregon Leann Do, Program Associate, Grants Chane Griggs, Philanthropic Advisor and Regional Director, Northern Willamette Valley Roberto Franco, Latino Partnership Program Director Diane Lai, Philanthropic Advisor Melissa Hansen, Program Officer, Portland Metro Cheryl Puddy, Associate Program Officer/Regional Coordinator, Eastern and Central Oregon Danae Hutson-Lipinski, Program Associate, Grants Jackie Roth, Development Assistant Mary Louise McClintock, Director of Education Programs Cristina Sanz, Philanthropic Advisor and Regional Director, Southern Oregon Megan McElroy, Program Associate, Scholarships and Grants Wendy Usher, Philanthropic Advisor Rocio Perez, Administrative Assistant, Grants and Programs Joan Vallejo, Communications Director Damien Sands, Program Officer, Southern Willamette Valley/South Coast Sandi Vincent, Communications and Digital Media Coordinator Megan Schumaker, Senior Program Officer Danielle Walter, Administrative Assistant Jessica Steinhebel, Scholarship Program Coordinator Travis Ward, Development Services Coordinator Operations Donor Relations Sheila Murty, Vice President of Operations Laura Winter, Vice President for Donor Relations Anna Anderson, Administrative Assistant Donna Arasin, Administrative Officer for Donor Relations Michael Curry, Technology Services Associate Heidi Binder, Donor Relations Officer, Southern Oregon Art Frank, Director of Technology Services Jennifer Olson Curry, Donor Relations Officer, Metro Portland Bonnie Hall, Receptionist Alisa Hayes, Donor Relations Officer, North Coast and Metro Portland Joel Harmon, Administrative Assistant Sarah Hench, Donor Relations Assistant Matt Quince, Database Manager Comet James, Donor Relations Associate Lori Shelby, Human Resources Officer Joan Kerns, Donor Relations Officer, Southern Willamette Valley Eric Witt, Senior Technology Services Associate Kirsten Kilchenstein, Senior Donor Relations Officer, Metro Portland Cathy Zegar, Administrative Officer for Operations Michael Knackstedt, Donor Relations Associate Chey Kuzma, Donor Relations Associate Research Maylian Pak, Donor Relations Officer, Southern Willamette Valley Sonia Worcel, Vice President of Strategy and Research Heather Pruess, Associate Donor Relations Officer Madeline Baars, Researcher Kim Schmucker, Administrative Assistant, Family Giving Center Holly Kipp, Researcher Fran Willis, Donor Relations Officer, Eastern and Central Oregon Kim Leonard, Senior Evaluation Officer Finance and Fund Services Zulema Naegele, Research Assistant Caitlin Ruffenach, Researcher Elizabeth Carey, Vice President and Chief Financial Officer Lisa Bork, Fund Services Associate Gray Family Foundation Nicci Ferguson, Fund Services Associate Nancy Bales, Executive Director Shukun Guan, Finance Associate Rachael Bashor, Program Officer Ray Klinke, Associate Vice President for Finance and Fund Services Rana DeBey, Program Associate Chi Nguyen, Fund Services Accountant Amy Reaney, Fund Services Officer for Supporting Organizations and Trusts Jan Royse, Operations Accountant Valarie Rundquist, Endowment Partners Program Officer Kyle Sexton, Fund Services Assistant Steve Strand, Accountant Lixin Wang, Accounting Director Hirut Yehoalashet, Finance Officer

56 THE OREGON COMMUNITY FOUNDATION

The mission of The Oregon Community Foundation is to improve lives for all Oregonians through the power of philanthropy.

PORTLAND BEND EUGENE MEDFORD SALEM 1221 SW Yamhill St. 15 SW Colorado Ave. 440 E Broadway 818 W Eighth St. 1313 Mill St. SE Suite 100 Suite 375 Suite 160 Medford, OR 97501 Suite 203 Portland, OR 97205 Bend, OR 97702 Eugene, OR 97401 541.773.8987 Salem, OR 97301 503.227.6846 541.382.1170 541.431.7099 503.779.1927

WWW.OREGONCF.ORG