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  • Volunteers
    Jim Seeley John Sweet Dale Thomas Jayson Wartnik John W Whitty Southern Oregon Leadership Council Sue Naumes chair Cece Amuchastegui Susan Cain Elizabeth Crossman Alice Dinsdale Eric Foster Lyn Hennion Hyla Lipson Kate Marquez Melissa Maxwell Steve Roe Patsy Smullin Roger Stokes William Thorndike Jr Terry Wagstaff James Walls Josh Welch Mark Wisnovsky Charles Womer Heidi Wright Southern Willamette Valley 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 Marty Smith Mary Jo Wade Grant Evaluators Grant evaluators conduct thorough assessments of grant applications providing objective thoughtful and relevant information for a multi faceted decision making process that is guided by the foundation s funding objectives and responsive to community needs Grant evaluators provide insight into their area s nonprofits and bring their unique understanding of local communities to the review process Grant Evaluator Responsibilities Thoroughly read and analyze applications conduct fact finding investigations that often include in person visits with applicants research community issues and best practices produce verbal and written reports and analyses for OCF staff members committees and board members and maintain familiarity with OCF s grant guidelines and review practices If needed evaluators conduct follow up reviews to assess the outcome of grants after the grant period ends Evaluators operate in regional teams with support from each other and OCF staff Grant Evaluator Qualifications An understanding of diverse and complex community needs charitable activities and the nonprofit sector ability to analyze and compare grant applications impartially ability to communicate concisely both orally and in writing ability to conduct conscientious grant investigations ability to exercise discretion with confidential information experience as a nonprofit staff or board member aptitude with email and word processing software and ability to represent OCF with integrity Qualities sought curiosity openness willingness to learn nonjudgmental intercultural skills and respect and interest in problem solving and innovation OCF typically does not place evaluators who are professional grant writers development professionals or employed by nonprofits Time Committment Grant evaluators make a minimum commitment to serve for two years The work is seasonal focused on the foundation s spring and fall funding cycles for Community Grants For most evaluators a typical cycle requires about 16 20 hours plus travel spread over three to four weeks 1 Ongoing training foundation updates plus assignment of applications 2 hours 2 Investigation of and writing reports on three grant applications 9 12 hours 3 Attend report out meetings to discuss findings with regional team 3 hours 4 Finalize grant application assessments and send to OCF staff 1 hour 5 Potentially follow up on grant applications to address further questions 1 2 hours For the Community Grants Program the first four are completed in three to four weeks each February March and August September Volunteers must have the flexibility to conduct some activities during working hours such as site visits to applicant agencies investigative phone calls and travel to and

    Original URL path: http://www.oregoncf.org/explore-ocf/volunteers (2016-05-01)
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  • Financial Information
    Equity II Kabouter International Opportunities Fund II LLC Marathon London Oldfield Emerging Markets Two Sigma Active Extension Vanguard Institutional Index Fund Vanguard Pacific Stock Index Fund Vulcan Value Large Cap Westwood Emerging Markets Fund Westwood Emerging Markets Smaller Companies Fund Marketable Alternative Assets Arlington Fund OCF Series diversified portfolio of 29 limited partnerships Private Capital Private Equity Investments 91 limited partnerships Inflation Hedging Investments Tortoise MLP Strategy Vanguard Energy Fund Morgan Stanley International Real Estate Global Fixed Income Brandywine Global Opportunities Income Research Management Standard Life Global Absolute Return Strategies Investment Results Annualized returns for periods ending December 31 2015 Quarter 2 4 Trailing 1 Year 1 5 Trailing 3 Years 4 9 Trailing 5 Years 4 5 Trailing 10 Years 4 9 Asset allocation at December 31 2015 was as follows Asset Type Actual Target Range Global Equity 49 1 45 0 25 60 Absolute Return 21 3 20 0 10 30 Private Equity Venture Capital 8 2 15 0 5 15 Real Assets 9 7 10 0 5 25 Fixed Income 10 8 10 0 10 30 Cash and Equivalents 0 7 0 0 1 5 Social Investment Option OCF s Social Investment Pool was established in 1991 as an investment option for donors who request that their funds assets be invested with social screens applied Investments in the Social Investment Pool must meet criteria set forth in OCF s Socially Responsive Investment Fund Policy Statement At December 31 2015 assets in the pool totaled 50 8 million with 79 OCF funds participating Target asset allocation for the Social Investment Pool is 70 percent equities and 30 percent fixed income Currently Boston Common Asset Management Generation IM Global Equity Fund and BlackRock MSCI World Equity ESG Screened Fund manage the equity portion of this pool Fixed income assets are invested in the PIMCO Total Return III and Vanguard Intermediate Term Treasury Fund Annualized returns for periods ending December 31 2015 Quarter 5 0 1 Year 1 9 3 Years 7 7 5 Years 6 4 The Social Investment Pool s Asset allocation at December 31 2015 was as follows Global Equity 71 8 Fixed Income 28 2 Total Portfolio 100 0 OCF Financials Audited Financial Statements 2014 Audited Financial Statement PDF IRS Form 990 IRS Form 990 provides annual financial information about the Foundation s assets investments expenses and grant awards 2014 IRS Form 990 IRS Form 990 T is available upon request Administrative Fees Through careful management and use of volunteers OCF keeps its expenses low while providing high quality services to donors and grantees Each OCF fund pays a proportionate share of the Foundation s administrative costs based on an annual fee structure Historically OCF s administrative fees have been among the lowest compared to community foundations nationally In November 2010 the OCF board of directors approved a modest increase in fees This will allow OCF to carry out its mission while keeping fees on the low side Current Fee Schedule Rate Permanent Funds Community Advised

    Original URL path: http://www.oregoncf.org/explore-ocf/financial-information (2016-05-01)
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  • Offices
    Staff Board of Directors Volunteers Financial Information Offices Careers Explore OCF About Us By Region Staff Board of Directors Volunteers Financial Information Offices Careers Print Share Home Explore OCF Offices Offices General The Oregon Community Foundation has six offices to serve you PORTLAND HEADQUARTERS View Details 1221 SW Yamhill St Suite 100 Portland OR 97205 503 227 6846 T 503 274 7771 F EUGENE View Details 440 E Broadway Suite 160 Eugene OR 97401 541 431 7099 T 541 465 9852 F BEND View Details 15 SW Colorado Ave Suite 375 Bend OR 97702 541 382 1170 T 541 382 1215 F MEDFORD View Details 818 W Eighth St Medford OR 97501 541 773 8987 T 541 690 3690 F COOS BAY View Details 915 S First St Coos Bay OR 97420 541 269 9650 T 541 269 9672 F SALEM View Details 1313 Mill St SE Suite 203 Salem OR 97301 503 779 1927 T 503 274 7771 F Portland Find Your OCF Office Contact Us Metropolitan Portland Central Oregon Eastern Oregon North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Search for Grants Scholarships Find Programs Connect Current Future Donors Start a Fund Advised Funds

    Original URL path: http://www.oregoncf.org/explore-ocf/locations (2016-05-01)
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  • Careers
    Children Families Civic Engagement Arts and Culture Economic Vitality Education News Resources News Media Publications OCF Stories Research Explore OCF About Us By Region Staff Board of Directors Volunteers Financial Information Offices Careers Explore OCF About Us By Region Staff Board of Directors Volunteers Financial Information Offices Careers Print Share Home Explore OCF Careers Careers The Oregon Community Foundation is a statewide nonprofit with six offices around the state Our mission is to improve life in Oregon by promoting effective philanthropy We believe in a culture of service and leadership and we seek individuals of diverse backgrounds who share our commitment to supporting the common good The Oregon Community Foundation is an Equal Opportunity Employer Job Openings Thank you for your interest There are no positions currently available OCF s Commitment to Equity Diversity and Inclusion EDI Find Your OCF Office Contact Us Metropolitan Portland Central Oregon Eastern Oregon North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Search for Grants Scholarships Find Programs Connect Current Future Donors Start a Fund Advised Funds Scholarship Funds Trusts Annuities Endowment Partners Give Grants Scholarships Grants Scholarships Professional Advisors Assisting You Your Client Events Seminars OCF Initiatives Children Families Civic

    Original URL path: http://www.oregoncf.org/explore-ocf/careers (2016-05-01)
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  • OCF Stories
    It Forward Born in 1913 on a sheep and hay ranch in eastern Oregon Harold Wyatt has been working with people and giving as much as he gets for a very long time Sande Emmy Fund One of Sande s greatest passions was to provide children with the opportunities not immediately available to them The Sande Emmy Fund of the Oregon Community Foundation was created to help realize Sande s dream of improving life for children in Oregon The Seed Fund In 2011 Douglas Tsoi decided to give half his salary as a government sustainability coordinator to create the Seed Fund at the Oregon Community Foundation offering matching funds as an incentive to encourage other Oregonians to give Tamástslikt Cultural Institute Tamástslikt Cultural Institute is located on the Umatilla Indian Reservation about 10 minutes east of Pendleton The institute is dedicated to preserving and promoting the culture and history of the Cayuse Umatilla and Walla Walla Tribes The Shedd Eugene In a community as culturally eclectic as Eugene arts organizations compete for attention with attractions as diverse as Duck football and the Country Fair That s what makes The John G Shedd Institute for the Arts such a vital part of the city s life OCF Volunteer Anna Dunlap The more I see the more enthused I am That s how OCF volunteer Anna Dunlap feels about her work as a grant evaluator for the Walker Fund of OCF OCF Stories We celebrate the donors volunteers and nonprofit partners who are working now to make the state a better place for future generations All Donors Initiative Organizations Volunteers Search Stories Region Central Oregon Eastern Oregon Metropolitan Portland North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Previous Next OCF Stories Find Your OCF Office Contact Us Metropolitan

    Original URL path: http://www.oregoncf.org/news-resources/stories?StoryGuid=c64c56e7-c323-44cc-86db-d9f0be77ddc8 (2016-05-01)
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  • OCF Stories
    It Forward Born in 1913 on a sheep and hay ranch in eastern Oregon Harold Wyatt has been working with people and giving as much as he gets for a very long time Sande Emmy Fund One of Sande s greatest passions was to provide children with the opportunities not immediately available to them The Sande Emmy Fund of the Oregon Community Foundation was created to help realize Sande s dream of improving life for children in Oregon The Seed Fund In 2011 Douglas Tsoi decided to give half his salary as a government sustainability coordinator to create the Seed Fund at the Oregon Community Foundation offering matching funds as an incentive to encourage other Oregonians to give Tamástslikt Cultural Institute Tamástslikt Cultural Institute is located on the Umatilla Indian Reservation about 10 minutes east of Pendleton The institute is dedicated to preserving and promoting the culture and history of the Cayuse Umatilla and Walla Walla Tribes The Shedd Eugene In a community as culturally eclectic as Eugene arts organizations compete for attention with attractions as diverse as Duck football and the Country Fair That s what makes The John G Shedd Institute for the Arts such a vital part of the city s life OCF Volunteer Anna Dunlap The more I see the more enthused I am That s how OCF volunteer Anna Dunlap feels about her work as a grant evaluator for the Walker Fund of OCF OCF Stories We celebrate the donors volunteers and nonprofit partners who are working now to make the state a better place for future generations All Donors Initiative Organizations Volunteers Search Stories Region Central Oregon Eastern Oregon Metropolitan Portland North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Previous Next OCF Stories Find Your OCF Office Contact Us Metropolitan

    Original URL path: http://www.oregoncf.org/news-resources/stories?StoryGuid=06b483f0-13cc-4b8e-878f-0d355fd813a5 (2016-05-01)
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  • OCF Stories
    It Forward Born in 1913 on a sheep and hay ranch in eastern Oregon Harold Wyatt has been working with people and giving as much as he gets for a very long time Sande Emmy Fund One of Sande s greatest passions was to provide children with the opportunities not immediately available to them The Sande Emmy Fund of the Oregon Community Foundation was created to help realize Sande s dream of improving life for children in Oregon The Seed Fund In 2011 Douglas Tsoi decided to give half his salary as a government sustainability coordinator to create the Seed Fund at the Oregon Community Foundation offering matching funds as an incentive to encourage other Oregonians to give Tamástslikt Cultural Institute Tamástslikt Cultural Institute is located on the Umatilla Indian Reservation about 10 minutes east of Pendleton The institute is dedicated to preserving and promoting the culture and history of the Cayuse Umatilla and Walla Walla Tribes The Shedd Eugene In a community as culturally eclectic as Eugene arts organizations compete for attention with attractions as diverse as Duck football and the Country Fair That s what makes The John G Shedd Institute for the Arts such a vital part of the city s life OCF Volunteer Anna Dunlap The more I see the more enthused I am That s how OCF volunteer Anna Dunlap feels about her work as a grant evaluator for the Walker Fund of OCF OCF Stories We celebrate the donors volunteers and nonprofit partners who are working now to make the state a better place for future generations All Donors Initiative Organizations Volunteers Search Stories Region Central Oregon Eastern Oregon Metropolitan Portland North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Previous Next OCF Stories Find Your OCF Office Contact Us Metropolitan

    Original URL path: http://www.oregoncf.org/news-resources/stories?StoryGuid=e7235f5b-f462-4066-9038-635e6e43d5aa (2016-05-01)
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  • OCF Stories
    It Forward Born in 1913 on a sheep and hay ranch in eastern Oregon Harold Wyatt has been working with people and giving as much as he gets for a very long time Sande Emmy Fund One of Sande s greatest passions was to provide children with the opportunities not immediately available to them The Sande Emmy Fund of the Oregon Community Foundation was created to help realize Sande s dream of improving life for children in Oregon The Seed Fund In 2011 Douglas Tsoi decided to give half his salary as a government sustainability coordinator to create the Seed Fund at the Oregon Community Foundation offering matching funds as an incentive to encourage other Oregonians to give Tamástslikt Cultural Institute Tamástslikt Cultural Institute is located on the Umatilla Indian Reservation about 10 minutes east of Pendleton The institute is dedicated to preserving and promoting the culture and history of the Cayuse Umatilla and Walla Walla Tribes The Shedd Eugene In a community as culturally eclectic as Eugene arts organizations compete for attention with attractions as diverse as Duck football and the Country Fair That s what makes The John G Shedd Institute for the Arts such a vital part of the city s life OCF Volunteer Anna Dunlap The more I see the more enthused I am That s how OCF volunteer Anna Dunlap feels about her work as a grant evaluator for the Walker Fund of OCF OCF Stories We celebrate the donors volunteers and nonprofit partners who are working now to make the state a better place for future generations All Donors Initiative Organizations Volunteers Search Stories Region Central Oregon Eastern Oregon Metropolitan Portland North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Previous Next OCF Stories Find Your OCF Office Contact Us Metropolitan

    Original URL path: http://www.oregoncf.org/news-resources/stories?StoryGuid=c53367fa-3979-458c-82c7-a4cdd6a1161d (2016-05-01)
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