Financials
As a public charity, Oregon Community Foundation adheres to the highest standards for operating in the public view and in the public interest.
Investment Program
Since 1973, Oregon Community Foundation has been a careful and strategic steward of charitable funds for Oregon donors. Our investment strategy combines assets of endowed charitable funds for investment. Each fund benefits from the strength of a large, diversified, pooled portfolio. Learn More.
OCF Financials
Audited Financial Statements
IRS Form 990
- 2020 IRS Form 990
- IRS Form 990-T is available upon request.
OCF Policy Statements
OCF Annual Reports
- 2020 Annual Report
- 2019 Annual Report
- 2018 Annual Report
- 2017 Annual Report
- 2016 Annual Report
- 2015 Annual Report
- 2014 Annual Report
- 2013 Annual Report
- 2012 Annual Report
- 2011 Annual Report
- 2010 Annual Report
Administrative Fees
- Funds are assessed an annual fee to offset the cost of administration. For more information on investments, fees, returns and policies, view the current fee schedule.