Oregon Community Foundation
EIN 237315673 · 501(c)(3) · Public charity · Portland, OR · recognized 1973
- Assets
- $3.3B
- Revenue
- $294M
- Expenses
- $223M
- Investment income
- $45.5M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 12/31/2024 |
| Generation Investment Management Us Llp CRD 132728 | fuzzy_auto · 98% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Cambridge Associates | Investment consulting | $2,630,427 |
| Bil Ltd | Investment management | $1,638,595 |
| Garda | Investment management | $1,171,994 |
| Adage Capital Partners | Investment management | $957,558 |
| Generation Investment Management | Investment management | $806,234 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Lisa Mensah | Ceo/asst secretary/treasurer | $594,315 | $96,450 |
| Erica D Daley | Assistant secretary/cfo | $391,623 | $85,232 |
| Marcy Bradley | Vice president of equity and culture | $300,050 | $50,263 |
| Kirsten Kilchenstein | Chief philanthropy officer | $298,599 | $40,151 |
| Stephanie Swanson | Vice president of communications | $280,117 | $60,116 |
| Nancy Bales | Executive director - gray family foundation | $193,953 | $54,028 |
| Kathleen Grimm | Director of human resources | $186,556 | $44,998 |
| Ray Klinke | Assistant secretary | $169,612 | $59,297 |
| Roberta Bobbie Conner | Director | $0 | $0 |
| Peter Nickerson | Director | $0 | $0 |
| Pat Reiten | Director | $0 | $0 |
| Monica Enand | Director | $0 | $0 |
| Karis Stoudamire Phillips | Director (beg 05/2024) | $0 | $0 |
| Julie Manning | Director | $0 | $0 |
| Dr Ernesto Fonesca | Director (beg 05/2024) | $0 | $0 |
| Dee Anne Everson | Director | $0 | $0 |
| Caddy Mc Keown | Director | $0 | $0 |
| Al Barkouli | Director | $0 | $0 |
| Vanessa Wilkens | Secretary | $0 | $0 |
| Su Embree | At-large | $0 | $0 |
| Peter Bragdon | Vice-chair | $0 | $0 |
| Patrick Criteser | Director - (end 05/2024) | $0 | $0 |
| Lane Shetterly | Board chair | $0 | $0 |
| Kimberly Cooper | Chair - (end 05/2024) | $0 | $0 |
| Bill Berg | Treasurer | $0 | $0 |