You To the Power of OCF 2018 ANNUAL REPORT 1 OUR MISSION To improve lives for all Oregonians through the power of philanthropy. OUR VISION A healthy, thriving, sustainable Oregon. STRATEGIC PLAN 2019 Inspire Advance Engage Giving Opportunity Communities OUR VALUES COLLABORATIVE WISE STEWARDSHIP ACTION EQUITY, DIVERSITY SPIRIT OF AND INCLUSION COMMUNITY 2 CONTENTS MESSAGE FROM THE BOARD 2 OCF’S IMPACT IN 2018 5 OUR REGIONS 6 RESILIENT LANDSCAPES, RESILIENT COMMUNITIES 38 PACIFIC NORTHWEST INITIATIVE 40 GO KIDS 41 RESEARCH 42 LATINO PARTNERSHIP PROGRAM 43 ARTS 44 ADVANCING BLACK STUDENT SUCCESS 45 GRANTS AND SCHOLARSHIPS 46 IN SERVICE TO YOU 47 OCF FUND LIST 48 INVESTMENT PROGRAM 62 FINANCIAL HIGHLIGHTS 63 STAFF 64 World music globe painting, Arts in Education of the Gorge. Programs funded by the OCF Studio to School initiative (see page 44). 3 Message From the Board RESEARCH TELLS US THAT BY LIFTING LOCAL VOICES FROM WITHIN COMMUNITIES WE CAN DELIVER SOLUTIONS THAT WORK. Dear Friends of OCF, We celebrate philanthropy. Our community make positive, transformative change across depends on our generosity. Built upon a foundation communities in Oregon. of shared values, together we can do great things Throughout the pages of this report, you’ll see for Oregonians. generosity, passion, commitment and optimism These shared values inform a bold new strategic as we deploy philanthropic resources and scale plan and visual identity to focus and amplify our strategies across communities. We can create work. By inspiring impactful giving that advances real impact when we work together to transform opportunities and engages communities in individual priorities into sustained community- addressing some of the most pressing challenges driven solutions. of our state, we can improve the lives of all The power of OCF comes not just from the value Oregonians. of our assets or through our grantmaking. That We are growing and deploying our research is substantial, and it is critical. But this power capability to inform our goal of closing the expands because of our incredible network of opportunity gap for our children and families, donors, nonprofit organizations, volunteers, particularly those in communities of color and researchers, policy development, partnerships rural and low-income communities. with other foundations and technical expertise, combined with our own research and policy Research tells us that by lifting local voices from development. We are expanding an ecosystem for within communities, we can deliver solutions that good to create a more vibrant Oregon and stronger work. While there are many commonalities to community. This is the power of OCF. these issues across Oregon, how the opportunity gap presents itself in Coos Bay may look different You, to the power of OCF. than it does in Portland, Baker City or Medford. With gratitude, Likewise, the solutions communities find will be different. Our strategy is to empower and support OCF Board of Directors community leaders by leveraging OCF tools to 4 LEFT TO RIGHT: MAX WILLIAMS PRESIDENT AND CEO KIRBY DYESS CHAIR, BEAVERTON SUE NAUMES VICE CHAIR, MEDFORD LEFT TO RIGHT: BILL BERG TREASURER, PORTLAND KIMBERLY COOPER SECRETARY, PORTLAND AND EUGENE CAROLYN WALKER AT-LARGE, PORTLAND LEFT TO RIGHT: PENNY ALLEN BANDON BOBBIE CONNER PENDLETON PATRICK CRITESER TILLAMOOK AND PORTLAND LEFT TO RIGHT: SU EMBREE PORTLAND ROMY MORTENSEN BEND PETER NICKERSON PORTLAND LEFT TO RIGHT: SABRINA PARSONS EUGENE PATRICK REITEN PORTLAND LANE SHETTERLY DALLAS 5 Community It’s Our Middle Name OCF has long held that generous Oregonians can create real impact when we work together to transform individual priorities into sustained community-driven solutions. We believe in our collective ability to build a future where all Oregonians can achieve and sustain fulfilling lives. Where communities work together to address our greatest challenges. At OCF, we connect the power of philanthropy with the individuals and organizations leading the way to create a vibrant future for Oregon. Photos this page: Studio to School arts funding grantees (see page 44). Above: General music and keyboard lab at Sisters Middle School. Below: Music Festival of the Gorge, organized by Arts in Education of the Gorge. 6 6 OCF’s Impact in 2018 $2.3B TOTAL ASSETS INSPIRING GIVING 177 NEW FUNDS $196M CONTRIBUTIONS 5,909 PARENTS ATTENDED PARENTING ED ACTIVITIES 3,230 ADVANCING STUDENTS RECEIVED OPPORTUNITY SCHOLARSHIPS $2.5M LOANS FOR AFFORDABLE HOUSING 1,640 VOLUNTEERS STATEWIDE 3,291 ORGANIZATIONS RECEIVED ENGAGING OCF GRANTS COMMUNITIES 572 COMMUNITIES SUPPORTED BY OCF GRANTS 7 Central Oregon CROOK, DESCHUTES, JEFFERSON, SHERMAN, WASCO AND WHEELER COUNTIES AND THE WARM SPRINGS RESERVATION Giving Youth a Second Chance J BAR J BOYS RANCH Lack of opportunity, education and life skills too “Generous donations from The Bend Foundation, often results in young people making critical early Oregon Community Foundation, local Rotary Clubs mistakes that land them in legal trouble. Yet when and individual donors like myself helped fund the young men are referred to the J Bar J Boys Ranch new vocational school,” said Don Smith, OCF donor by the Oregon Youth Authority, they experience a and former J Bar J director. “It will serve as an program that teaches individual accountability and enhancement to the Ranch’s current educational personal growth. Since 1968, J Bar J has helped young programs and expose youth to various types of trades men ages 13–18 by giving them the ability to change they may be interested in that will enrich their lives the way they think about their lives, and in turn as adults.” change their behavior. By combining rehabilitation and trade skill The new J Bar J Boys Ranch Vocational School will development in one program, the J Bar J Boys Ranch house hands-on programs, from woodworking to is creating a new model that can be adapted by other electrical skills to drone development. communities to create a better future both for at-risk youth and the local economy. 8 “While the young men at the Ranch are intelligent and eager to learn new skills, they come from low- income, underserved families and communities that are too often hindered by what’s known as the ‘opportunity gap.’” DON SMITH OCF DONOR, J BAR J YOUTH SERVICES FORMER DIRECTOR Community members and donors at the groundbreaking ceremony for J Bar J Boys Ranch Vocational School. Holding scissors: Peggy Carey, J Bar J director of strategic initiatives. In green coat: John Casey, OCF donor and supporter of the project. Right, in blue sweater: Don Smith, OCF donor and J Bar J Vocational School volunteer project director. 9 Central Oregon CROOK, DESCHUTES, JEFFERSON, SHERMAN, WASCO AND WHEELER COUNTIES AND THE WARM SPRINGS RESERVATION CENTRAL OREGON AT A GLANCE $59.8M 134 VALUE OF FUNDS OREGON SCHOLARSHIPS 241 139 INDIVIDUAL FUNDS VOLUNTEERS $5M GRANTS AND SCHOLARSHIPS 10 CENTRAL OREGON LEADERSHIP COUNCIL Romy Mortensen, Bend Lori Ray, Bend Chair and OCF board member Vicki Russell, La Pine Ronald L. Bryant, Redmond Carlos Salcedo, Bend Irene Busmalis, Mitchell Trish L. Smith, Bend Jeri Fouts, Sisters Linda Stelle, Powell Butte Sue U. Hollern, Bend Jane Teater, Bend Nancy Jolstead, Madras Mark W. Thomas, Hood River Alyssa Macy, Warm Springs Amy C. Tykeson, Bend Dalton Miller-Jones, Bend Chris Watson, Bend Cindy H. Rainey, Sisters Ristine Williams, Prineville REPRESENTATIVE GRANTS Base Camp Studio Heart of Oregon Corps BendFilm Festival Latino Community Association Better Together Central Oregon The Museum at Warm Springs Cascade School of Music Prineville Children’s Music Children’s Forest of Central Theater Camp Oregon Young Entrepreneurs Business Deschutes Rim Clinic Foundation Week Habitat for Humanity of La Pine Youth Empowerment Shelter Sunriver 11 Eastern Oregon BAKER, GILLIAM, GRANT, HARNEY, MALHEUR, MORROW, UMATILLA, UNION AND WALLOWA COUNTIES A Community Hub for Performing Arts BAKER ORPHEUM THEATRE For years, Eastern Oregon Regional Theatre (EORT) to buy it. Early funding by Leo Adler Community and local musical groups have had to perform in Fund, OCF and The Ford Family Foundation provided school cafeterias and inadequate rented spaces in a feasibility study, interior demolition and asbestos Baker City, a town of 9,800. But those days will soon abatement; with other grants and local funds, the draw to a close. theater is ready for structural upgrades. For much of his life, Baker City resident David Burris Burris set up a donor advised fund through OCF as longed to restore the downtown Baker Orpheum the heart of his gift. “David wanted to ensure that Theatre to its former glory. “I went there as a little once it’s built, we can attract touring artists with boy a lot. I spent a lot of time at the theater, and it national reputation,” said Aletha Bonebrake, EORT was always my dream to bring it back,” Burris said. board member and OCF Eastern Oregon Leadership Built in 1889, the Orpheum operated as a theater until Council member. “His donor advised fund will competition from TV and drive-in movies brought underwrite the cost of the artists to make tickets closure in 1956. Sixty years later, the historic building affordable for our community.” came up for sale, and Burris gave EORT the money 12 “We’ve had a lot of people involved. The final product is going to be one of the finest theaters east of the Cascades. It’s going to be a place for events throughout the year, which we don’t have now. It’s going to have a big impact.” DAVID BURRIS OCF DONOR Rendering of planned “streamline moderne” style David Burris, OCF donor, and Aletha Bonebrake, OCF Eastern Oregon Leadership renovations to the Baker Orpheum Theatre. Council member, EORT board member and OCF donor, outside the theater. 13 Eastern Oregon BAKER, GILLIAM, GRANT, HARNEY, MALHEUR, MORROW, UMATILLA, UNION AND WALLOWA COUNTIES EASTERN OREGON AT A GLANCE $32M 285 VALUE OF FUNDS OREGON SCHOLARSHIPS 138 169 INDIVIDUAL FUNDS VOLUNTEERS $3.3M GRANTS AND SCHOLARSHIPS 14 EASTERN OREGON LEADERSHIP COUNCIL Bobbie Conner, Pendleton Pat Holliday, John Day Chair and OCF board member George Koffler, Hermiston Aletha Bonebrake, Baker City Tim Mabry, Hermiston Paul R.