ABOUT THE FOUNDATION

Southern Oregon University appreciates your interest in giving and learning more about the SOU Foundation, which exists to advance and manage philanthropy in support of SOU. We take great pride in stewarding the private gifts raised to support Southern Oregon University, in accordance with the intended purposes of each generous donor.

Organization Profile

The SOU Foundation is a private, nonprofit 501(c)(3) charitable organization affiliated with SOU. A volunteer Board of Trustees manages current-use funds as well as an endowment valued at nearly $38 million.

Administrative Fees

The amount of private support to SOU has increased substantially in recent years and the benefits to its students and academic programs are evident. In order to balance the increasing costs of the private fundraising, the university and foundation charge a one-time 5% administrative fee on all new gifts. Fundraising at SOU includes the direct costs of soliciting contributions and the processing and accounting of gift funds.

FY22 Annual Report

Mission

To secure private philanthropic support to advance SOU and to invest and manage gifts responsibly to honor donors’ wishes.

Financial Information

The SOU Foundation’s financial statements are audited annually by an independent audit firm in accordance with auditing standards generally accepted in the United States.

SOUF FY21 Audited Financials

Form 990 FY19

SOUF_IRS Determination Letter

Federal Tax ID: 23-7030910

Board of Trustees

The SOU Foundation Board of Trustees is composed of business and community leaders from around the country.

Officers

Sue Kupillas, President
Jim Teece, Vice President
Gene Pelham ’83, MiM ’06, Treasurer
Peg Evans, Secretary
Marc Bayliss, Immediate Past President

At-Large Trustees

Ted Adams ’90
Lazaro Ayala
Kelly Coates
Sue Collins
Sid DeBoer
Dan Decena
Art Diederich ’67
Christine Donchin
Bree Erb
Greg Koenig
Armando Lopez ’01

Blair Moody
Fred Mossler ’90
Emily Reeder
Ernest Scalberg ’67
David Stork
Shannon Sutherland
Dan Thorndike
Barbara Tyler ’64
Ryan Wines ’01
Ron Worland, M.D.
David Wright
Rick Young ’97

Affiliate Trustees

Pat Alexander, Chamber Music Concerts
Barbara Saigo, Friends of Hannon Library
Sandy Friend, Museum Council, Schneider Museum of Art
Phyllis Fernlund, Osher Lifelong Learning Institute
Greg Roe ’95, SOU Alumni Association

Ex-Ofﬁcio Members

Rick Bailey Jr., SOU President
Janet Fratella, VP of Advancement and Executive Director, SOU Foundation

Highlights from FY 2021-2022

$7.7 million

Total raised

1,700

Number of donors

2,500

Number of gifts

$4.6 million

Amount raised for scholarships

Sources of Support

Gift Designation

Total Private Support

Student Scholarships

Office of Development

The Office of Development staff is here to assist donors, alumni, and friends of SOU connect with the university and help them achieve their philanthropic goals. Gifts of all sizes provide opportunities for SOU students, increase access through scholarships, support academic excellence, and the overall missions of Southern Oregon University.

E: soufoundation@sou.edu
P: 541-552-6127

Plunkett Center
1250 Siskiyou Boulevard
Ashland, Oregon 97520