the collins foundation annual... · 2018-06-01 · the collins foundation 2010 annual report 1 over...

The Collins Foundation

2010 Annual Report

We note with sadness the passing of Mr. William C. Pine, who served The

Collins Foundation for twenty-one years, first as Program Administrator and

then as Executive Vice President from 1980 until 1997.

Bill came to the Foundation with a wealth of experience,

having dedicated thirty years to the Ford Motor Company

Fund, where he directed the Fund’s Scholarship Program.

He was our Executive Vice President during a period of

significant growth — the Foundation’s annual payout in

grants quadrupled during his tenure.

With his extensive philanthropic background and creativity,

Bill offered wise counsel to nonprofit leaders seeking his

advice on how to address their challenges. He had a unique

perspective and vision and was able to offer guidance that

sometimes provided an entirely new direction. In a 2008

interview, Bill said, “What I always looked for was the germ of an idea.

Sometimes people just needed a little help bringing it out.”

Bill never grew tired of working. Following his retirement from The Collins

Foundation, he served eight years as Grant Advisor with the Providence

St. Vincent Foundation. As always, he was recognized for his visionary

thinking and his role as a mentor.

We express our gratitude for Bill’s thoughtful leadership of the Foundation

and his numerous contributions to our community through his work, vision,

and guidance.

In Tribute to William C. Pine

Contents

Letter from the President 1

Letter from the Executive Vice President 2

2010: The Year in Pictures 3

2010 Statement of Grants 13

Financial Statements 28

Grant Policies and Guidelines 34

The Collins Foundation Trustees and Staff 37

The Collins Foundation 2010 Annual Report 1

Over the year 2010, The Collins Foundation made261 grants totaling $7.5 million. These grants were

made to organizations located in all parts of Oregon

and serving a wide variety of missions to benefit the

people and communities of this state.

The year 2010 was another difficult one for nonprofits,

although there were positive signs both in the

economy and in the kinds of requests we received.

Unemployment, food insecurity, and the associated

societal problems are still with us, but reduced

somewhat with the process of economic recovery.

Our assets, while not back to the values we saw three

years ago, have made a substantial recovery.

The nonprofits we serve have shown greater stability,

with more requests focused on strategic goals than we

have seen in the recent past. We hope for continued

improvement in the economy, in our capacity to make

grants, and in the nonprofit community’s health.

I would like to note two transitions in our Foundation

family in 2010. Mr. William C. Pine passed away in

August. Bill was Executive Vice President of the

Foundation from 1980 until 1997, a period of significant

growth. He offered his experience and wisdom to the

community in many ways, and it is with sorrow that

we mark his passing.

This past summer, we were pleased to hire Jean Chavez

as our new Assistant Treasurer. Because of the

increasing complexity of managing our investments,

her expertise comes as a welcome and needed addition.

In this annual report, we offer images from nonprofits

we have supported around the state over the last year. I

think they provide a compelling view of the variety

of grants we make and of the diversity of people and

organizations devoted to improving life in Oregon.

Truman W. Collins Jr.President


If a picture can tell a story, this annual reportspeaks volumes!

Several weeks ago, we contacted all of the Foundation’s

2010 grantees and invited them to send us a few

photographs of their activities from the past year. We

were thrilled with the response. Our invitation brought

several hundred pictures from every region of the state,

and we were awed by the accomplishments they

portrayed. I only wish we could have included more

pictures in this report. Yet, as you will see, the fifty we

chose tell a powerful story about the capacity of

Oregonians to serve their communities.

Spending just a few minutes with this report will

improve your day, your week, and even your perspective

on 2010. These photographs remind us that by working

together we can change the world — creating a new

service center brings possibilities to those living on the

streets, saving a natural habitat preserves Oregon for

future generations, and harvesting a community garden

offers food security to families in need. These successes

and many more are captured in the following pages.

On behalf of the Foundation, I cannot express enough

our appreciation for the people of this state whose

creativity, passion, and hard work contribute

enormously to the quality of life enjoyed by so many.

Nor can I overstate my gratitude to the staff and

trustees of The Collins Foundation. It is a privilege to

serve with such a dedicated group of individuals. They

work tirelessly to fulfill the mission of the Foundation

and they do so without seeking attention or

recognition for themselves.

As we ready this report, the Foundation is receiving

a flood of new proposals from around the state. Many

describe plans for additional facilities and expanded

programs. Perhaps a new story is emerging for the

year ahead.

Cynthia G. AddamsExecutive Vice President


2010The year in pictures

Home | Hacienda

Community Development

Corporation’s newest

housing community,

Miraflores, provides

dignified, energy-efficient,

community-oriented

housing for low-income

families in Portland.

Community | For 30 years, Maestro Lajos Balogh and

Portland Festival Symphony have brought free classical

music to the people of Portland, like those families who

listened in Grant Park last August. Photo: Juliana Patrick Photography

Fresh | A new community garden in downtown

Klamath Falls helps Rotary First Harvest of Oregon

provide critically needed fresh food for food banks and

pantries in Oregon.


Welcome | Operation Nightwatch’s mobile hospitality center

visits clusters of homeless people, bringing hospitality and

fellowship, coffee and sandwiches, warm clothing and blankets,

simple medical care and a toilet.

Comfort | Many hands make light work when volunteers

weatherize a senior citizen’s home — just one of the

ways Community Energy Project helps people

maintain healthier, more livable homes.

Caring | At Our House of

Portland, expert clinicians

inspire people with HIV/AIDS

to “live well” with services

tailored for each individual.

Inquiry | Students discuss

society’s foremost

thinkers during Humanity

in Perspective (HIP), an

Oregon Council for the

Humanities program

for adults living on low

incomes. HIP provides free

college credit through

Reed College and

Willamette University.

Photo: Tim LaBarge


Artistry | Elizabeth Pitcairn plays her famous Red Violin,

the 1720 Mendelssohn Stradivarius, as Artistic Director

Keith Clark conducts the Festival Orchestra at the 2010

Astoria Music Festival. Photo: Dwight Caswell

Self-sufficiency | The new multi-service center in East Multnomah

County will help Human Solutions help low-income and homeless

families access basic services.

Flight | Fifth-grade

students from Selma

explore birds and their

habitats with Klamath

Bird Observatory and

Siskiyou Field Institute

educators.

Curiosity | Children learn

how to test one of Oregon’s

waterways for mineral

values at an OMSI (Oregon

Museum of Science and

Industry) residential camp.


Learning | Preschoolers at Family Development Center

in Roseburg interact with Teacher James, building skills and

relationships. Photo: Family Development Staff

Connections | Jesuit Volunteer

Corps Northwest connects volunteers

with agencies that focus on social and

ecological justice. Here Alex Roem

and Miles Griffin, outreach specialists,

build a brush dam with SOLV.

Photo: JVC Northwest Staff and Associates

Creativity | Students at a Young Musicians and Artists

camp experience jazz, ballet and African dancing, led by

their instructor, Sekou. Photo: jason Kaplan, JEK Photography

Citizenship | Proudly displaying

their naturalization certificates,

these new Americans were helped

by Somali Community Services

Coalition, the bridge connecting

recent refugees to local resources.


Communication | Artz Center clinical practitioners use

Augmentative Communication Devices to help hearing

impaired children overcome barriers to participating in

day-to-day life.

Transition | Bridging the gap between homeless and

housed members of the community, JOIN provides a

community garden, a haven for families, and a basic

service center.

Wilderness |

At Zumwalt Prairie in

the Blue Mountains,

The Nature Conservancy

works to keep invasive

plants at bay.

Photo: Rick McEwan Photography

Compassion | Partnership to End Poverty brings

volunteers together through Project Connect to provide

one day of free service to people experiencing

homelessness or struggling to make ends meet.


Challenge | Seventh-graders from St. Andrew Nativity

School hit the trails with Friends of the Columbia Gorge

on an outdoor adventure.

Nourishment | Providing groceries to people in need —

just one way Society of St. Vincent de Paul, Rogue

Valley District Council, helps its neighbors.

Dignity | Sister Dominica and

Jo, a resident, play cards in

their favorite spot, near the

big living room window at

Martha & Mary Ministries’

new home for low-income,

terminally ill seniors.

Affirmation | p:ear

creatively mentors homeless

youth. Education, art, and

recreation come together as

young people create a mural

in the p:ear gallery with

staff member Rodolfo Serna.

Inclusion | Meals-On-Wheels

delivers food where the

need is greatest. Loaves &

Fishes Centers’ vision: No

senior will go hungry or

experience social isolation.


Unity | Thousands walk to support HIV/AIDS awareness

and the work done by HIV Alliance, supporting

people living with HIV/AIDS and working to prevent new

HIV infections.

Landscape | Lower Nehalem Community Trust

protects the scenic vistas, sparkling rivers and bays,

and dense forests that define the northern coast, such

as the Alder Creek Farm, pictured here.

State-of-the-Art |

Microscopes designed for

fluorescence imaging are

put to work by Stefanie

Kaech-Petrie, PhD. and

Chun-Fang Huang, PhD.

at the Jungers Center,

supported by Oregon

Health and Science

University Foundation.

Photo: Michael McDermott

Unconventional | Imago

Theatre’s Tick Tack Type

was the third in Artistic

Co-director Jerry Mouawad’s

Opera Beyond Words series.


Open for Business | Clatsop Community Action’s

new Regional Food Bank facility in Warrenton serves

36 agencies, including food pantries, women’s shelters, and

Meals-on-Wheels programs.

All Aboard | Two of the largest steam locomotives in the

country pull Oregon Rail Heritage Foundation’s annual

Holiday Express train. Every May, over 5,000 people attend

National Train Day at Portland’s Union Station.

Accomplishment | The

study of music can be an

integral part of a child

becoming a well-rounded

adult. Metropolitan

Youth Symphony

students rehearse with

Carlos Kalmar of the

Oregon Symphony.

Confidence | After a

session with her personal

shopper, Dress for Success

client Catherine feels

polished, professional, and

ready for her job interview.


Achievement | South Lane Mental Health Board

President Wonlyn Chapman, Executive Director Tom

Wheeler, and Cottage Grove Mayor Gary Williams open the

doors to a new community mental health services center.

Power | From music lessons to safety

workshops, VOZ Workers’ Rights

Education Project helps immigrants

and day laborers in Portland gain skills to

improve their working conditions.

Reentry | Sponsors’ new

Roosevelt Crossing complex

provides 72 beds for

transitional and long-term

housing with a variety of

programs for ex-offenders.

Discovery | Melody Clausen,

academic programs

coordinator, and a giant

shark from the Oregon

Coast Aquarium in

Newport engage, teach,

and inspire children.


Drama | Art mirrors life too closely for Canio, sung by

tenor Richard Crawly in Portland Opera’s production

of Pagliacci. Photo: Corey Weaver

Smiles | Starting the day with circle activities

at Klamath Family Head Start sets the stage

for a safe, supportive, nurturing environment.

Futures | Support doesn’t

stop at graduation for

Rosemary Anderson students.

Portland Opportunities

Industrialization Center

Transitions Program furthers

their relationships with

staff and mentors, even as

students begin their careers.

Sustainability | Learning

proper knife skills helps

students prepare a meal of

freshly harvested vegetables

on the farm during a Rogue

Valley Farm to School

program.


Statement of Grants Year Ended December 31, 2010

2010 Statement of Grants and Financial Statements

Arts Central

Bend, Oregon $ 15,000 $ 15,000

Arts Council of Pendleton

Pendleton, Oregon 50,000 20,000 $ 30,000

Astor Street Opry Company

Astoria, Oregon 20,000 20,000

Astoria Music Festival


Broadway Rose Theatre Company

Tigard, Oregon 10,000 10,000

Caldera

Portland, Oregon 13,000 13,000

Chamber Music Northwest


Classic Greek Theater


Coos Art Museum

Coos Bay, Oregon 30,000 30,000

Arts

Strengthen Artists in Schools residencies in Deschutes, Jefferson, Crook, Lake, and

Klamath counties

Support operations and programs (3 years)

Purchase the company’s theater building

Produce a season of concerts and programs

Produce The King and I

Mentor low-income and at-risk middle and high school students through a year-long art

and design program

Present the 40th season of concerts, education, and outreach events

Produce Sophocles’ Oedipus the King

Rebuild the museum’s elevator

Authorized Current Year

Authorized Prior Year

2010

Payments

Future

Commitments

Percent of Total DollarsTotal grants paid — $7,467,058

Arts 19%

Education 12%

Humanities 8%

Community – Welfare 32%

Children – Youth 14%

Environment 5%

Religion 4%

Health and Science 6%

Percent of Total GrantsTotal number of grants — 261

Arts 22%

Education 8%

Humanities 5%

Community – Welfare 36%

Children – Youth 16%

Environment 6%

Religion 1%

Health and Science 6%



Corvallis Arts Center

Corvallis, Oregon $ 7,000 $ 7,000

Eastern Oregon Regional Arts Council

La Grande, Oregon 30,000 10,000

Ethos


Eugene Concert Choir

Eugene, Oregon 8,000 8,000

Fishtrap

Enterprise, Oregon 16,000 16,000

Friends of Chamber Music

Portland, Oregon 10,000 $ 10,000

Imago, The Theatre Mask Ensemble


Lane Arts Council


Literary Arts


Metropolitan Youth Symphony


Miracle Theatre Group


Northwest Children’s Theater and School


Northwest Professional Dance Project

Portland, Oregon 35,000 20,000 15,000

Oregon Ballet Theatre


Oregon Children’s Theatre Company


Oregon Community Fndn./Bonnie Bronson Fund


Oregon East Symphony

Pendleton, Oregon 22,500 5,000

Oregon Mozart Players


Oregon Repertory Singers


Oregon Symphony Association


Promote arts education for K–12 students in the Corvallis area

Enrich and support arts education, programming, and advocacy in Eastern Oregon

(3 years)

Provide music education and outreach in Portland and across the state (2 years)

Support operations, programs, and educational outreach

Support operations and programs to promote literary arts

Attract new donors and increase contribution levels through a challenge grant

Develop and produce two original works (2 years)

Provide artist residencies in K–8 classrooms in rural Lane County

Support Oregon Book Awards, Oregon Literacy Fellowships, and Writers in the

Schools programs

Support operations and programs

Support the 27th season of performances presenting works drawn from Hispanic

experience

Support mainstage productions


Support operations and programs over two seasons

Support operations and programs, and build support through a matching grant (2 years)

Publish a catalog to commemorate the 20th anniversary of the Bonnie Bronson

Collection and Fellowship

Provide music education and concerts for children and adults (3 years)

Support an education and outreach program to provide chamber music to underserved

communities in Lane County


Support a season of programs



2010

Payments

Future

CommitmentsArts



Oregon Symphony Association in Salem

Salem, Oregon $ 10,000 $ 10,000

Peter Britt Gardens Music and Arts Festival Association

Medford, Oregon 13,000 13,000

Portland Actors Conservatory


Portland Art Museum


Portland Baroque Orchestra


Portland Center Stage


Portland Columbia Symphony Orchestra


Portland Festival Symphony


Portland Gay Men’s Chorus


Portland Institute for Contemporary Art


Portland Opera Association


Portland Playhouse


Portland Revels


Portland Symphonic Choir

Portland, Oregon 8,000 4,000 $ 4,000

Portland Taiko


Portland Youth Philharmonic Association


Profile Theatre Project


Regional Arts & Culture Council


Salem Chamber Orchestra

Salem, Oregon 5,000 5,000

Southern Oregon Repertory Singers

Ashland, Oregon 5,000 5,000

Build new and increased donor contributions through a challenge grant

Support operations and programs for the Classical Festival

Support organizational infrastructure and build sustainability (2 years)

Support exhibitions and program over two seasons

Support programming to expand artistic and educational outreach

Support artistic programming over two seasons


Support operations and programs to present free outdoor summer concerts

Support a part-time production manager position


Support operations and programs over two seasons

Present a festival of Shakespeare plays produced by high school students

Produce The Christmas Revels focusing on Al-Andalus Spain

Support programs and leverage new and increased donations (2 years)

Develop and produce Taiko Unleashed

Provide musical and leadership training to young musicians


Launch Arts Partners, a community collaboration designed to extend arts education to

every K–8 student in Portland metropolitan schools (3 years)

Present Beethoven’s Ninth Symphony in celebration of the 25th anniversary season

Present Bach’s Mass in B Minor for the 25th anniversary season



2010

Payments

Future

CommitmentsArts



Tears of Joy Theatre

Portland, Oregon $ 9,000 $ 9,000

Third Angle New Music Ensemble


Third Rail Repertory Theatre


Umpqua Actors Community Theatre

Roseburg, Oregon 5,000 5,000

White Bird

Portland, Oregon 35,000 20,000 $ 15,000

Willamette Master Chorus


Young Audiences of Oregon

Portland, Oregon 138,000 18,000 120,000

Young Musicians and Artists

Portland, Oregon 18,000 9,000 9,000

Youth Symphony of Southern Oregon


Birth to Three

Eugene, Oregon 60,000 20,000 40,000

Boys & Girls Club of the Greater Santiam

Lebanon, Oregon 60,000 30,000 30,000

Boys & Girls Clubs of Emerald Valley


Boys & Girls Clubs of Portland Metropolitan Area


Bridgeway House

Eugene, Oregon 20,000 10,000 10,000

Camp Fire USA Portland Metro Council


CASA of Douglas County


CASA of Jackson County

Medford, Oregon 35,000 20,000 15,000

CASA of Linn County

Albany, Oregon 60,000 10,000

CASA of Marion County

Salem, Oregon 20,000 10,000 10,000

Produce Malika, Queen of Cats, a new play adapted from a Palestinian folktale

Present Views from Cascadia


Expand the theater’s stage area

Support operations and programs featuring contemporary dance performances

(2 years)

Provide holiday concert tickets to children

Support operations and programs, and provide funds to integrate arts education into

curricula for grades 3–5 in the Beaverton School District (3 years)

Expand the diversity of students and faculty in a summer arts camp (2 years)

Support education and outreach initiatives

Children – Youth

Leverage new and increased donations through a matching grant, and support

operations and programs (2 years)

Establish a teen center in Lebanon (3 years)

Upgrade technology for youth programs

Expand a multi-sensory literacy program for children with learning differences (2 years)

Expand a program that encourages the development of social skills in children and teens

with autism (2 years)

Expand a summer teen leadership program to year-round for underserved youth

Increase capacity to advocate for more children

Support operations and programs to advocate for more children (2 years)

Increase annual service capacity from 96 children to 200 over three years (3 years)

Restore a half-time case manager position to provide assistance to 50 additional children

(2 years)



2010

Payments

Future

CommitmentsArts



Chess for Success


Child Advocates

Oregon City, Oregon 20,000 20,000

Children’s Healing Art Project


Children’s Justice Alliance

Portland, Oregon 60,000 40,000 $ 20,000

Children’s Relief Nursery

Portland, Oregon 120,000 70,000 50,000

Columbia Gorge Children’s Advocacy Center

Hood River, Oregon 20,000 20,000

Elevate Oregon


Families First of Grant County

John Day, Oregon 45,000 20,000

Family Building Blocks

Salem, Oregon 35,000 20,000 15,000

Family Development Center


Friends of the Children – Portland


Girl Scouts of Oregon and Southwest Washington


Heart of Oregon Corps

Bend, Oregon 12,000 12,000

J Bar J Youth Services

Bend, Oregon 15,000 15,000

Jackson Street Youth Shelter

Corvallis, Oregon 25,000 10,000

Juvenile Rights Project


Kinship House


Klamath Family Head Start

Klamath Falls, Oregon 60,000 60,000

Mental Health for Children

Springfield, Oregon 75,000 75,000

MountainStar Family Relief Nursery

Bend, Oregon 30,000 10,000

Evaluate, expand, and replicate the program throughout Oregon (3 years)

Recruit, train, and supervise 55 new CASA volunteers to serve all eligible children

Expand in-hospital art therapy programs for critically/chronically ill children and children

with disabilities

Strengthen services to families affected by the incarceration of a parent and promote

statewide system changes (2 years)

Establish a satellite nursery in east Portland (3 years)

Support a part-time forensic interviewer position

Support a mentoring program in the Parkrose School District for students at risk of

dropping out of school

Sustain a home visitor program to provide parenting education and support to young

families in outlying areas of Grant County (2 years)

Extend prevention services to high-risk new parents to promote healthy parenting skills

(2 years)

Upgrade technology to enhance services to high-risk families

Mentor 32 children enrolled in a longitudinal study designed to determine the efficacy of

the program model (3 years)

Renovate the new headquarters to accommodate expansion of programs, membership,

and volunteers (3 years)

Support a summer conservation employment program for at-risk youth in Central Oregon

Provide one-on-one community-based mentoring for youth in Deschutes, Crook, and

Jefferson counties

Provide housing and support services to homeless and runaway youth (2 years)

Expand educational and legal assistance to children and youth involved in the foster

care and juvenile justice systems (3 years)

Provide behavioral assessments and counseling to support children’s transitions from

foster care into permanent families

Purchase the agency’s facility

Construct a new outpatient counseling and assessment services facility

Provide mental health services to low-income parents/caregivers of children at risk of

abuse (2 years)



2010

Payments

Future

CommitmentsChildren – Youth



Neighbors for Kids

Depoe Bay, Oregon $ 30,000 $ 30,000

Old Mill Center for Children and Families


Oregon Chapter of the Alexander Graham Bell Assn. for the Deaf


Oregon Community Fndn./Parenting Education Collaborative


Outward Bound

Redmond, Oregon 9,000 9,000

p:ear

Portland, Oregon 40,000 25,000 $ 15,000

Portland Children’s Museum


Self Enhancement, Inc.


The Shadow Project

Portland, Oregon 37,500 20,000 17,500

Shape Up Across Oregon


SnowCap Community Charities

Fairview, Oregon 8,200 3,650 4,550

Stand for Children Leadership Center


211info

Portland, Oregon 50,000 30,000 20,000

Alano Club of Portland


American Red Cross, Oregon Trail Chapter


Arc of Lane County


Arc of Multnomah-Clackamas


Better People


Bienestar/Housing Development Corporation of NW Oregon

Hillsboro, Oregon 35,000 15,000

Complete the upper floor of a new youth facility

Hire an outreach worker to assist preschool children with behavior disorders to

successfully transition into elementary school (2 years)

Support a summer camp program for deaf and hearing-impaired children and youth

Expand the number of parenting education hubs serving Oregon communities

Provide scholarships for low-income youth to participate in a wilderness adventure

program

Support operations and leverage new donor gifts to provide services to homeless

and transitional youth (2 years)

Support an interactive national traveling exhibit introducing children to

Australian culture

Expand enrollment in library and summer programs to improve reading skills of at-risk

youth (3 years)

Support an incentive program designed to improve educational outcomes for children in

special education classrooms (2 years)

Support a school-based program to promote physical exercise and healthful nutrition

for children

Establish a weekend food program for children experiencing food insecurity in east

Multnomah County (2 years)

Improve student achievement in local school districts by training parents and other

community members to identify challenges and initiate reform (2 years)

Community – Welfare

Support a coordinator position to expand an online and telephone information/referral

community service network throughout Oregon (2 years)

Upgrade the club’s building to better serve people recovering from addiction

Provide outreach, emergency preparedness education, and safety supplies to five

high-risk Oregon communities

Upgrade the kitchen in a facility serving people with developmental disabilities

Increase the number of trained respite care providers for families of children with

developmental disabilities

Provide a cognitive behavioral therapy curriculum for former offenders

Operate youth programs for families residing in the agency’s low-income housing

properties (2 years)



2010

Payments

Future

CommitmentsChildren – Youth



Bradley Angle House


Bridge Meadows


Care to Share

Beaverton, Oregon 35,000 20,000 $ 15,000

Cascade AIDS Project


Catholic Community Services Foundation


Center for Community Counseling


Center for Intercultural Organizing


Clatsop Community Action


Community Energy Project


Community Works


Corvallis Homeless Shelter Coalition


Corvallis Neighborhood Housing Services


Council of Douglas County of the Society of St. Vincent de Paul


Daytime Enrichment Activities & Recreation

Beaverton, Oregon 22,000 18,000 4,000

DePaul Industries

Portland, Oregon 65,000 40,000 25,000

Dress for Success of Oregon


Family Crisis Shelter & Services

McMinnville, Oregon 13,965 13,965

Farmers Ending Hunger

Salem, Oregon 45,000 30,000 15,000

FolkTime


Food for Lane County

Eugene, Oregon 45,000 20,000 25,000

Support emergency shelter services for women and children affected by

domestic violence

Construct housing for an intergenerational community designed to support adoptive

families (2 years)

Support operations and programs providing basic needs assistance to low-income

individuals and families (2 years)

Support program activities serving youth and families affected by HIV/AIDS

Construct a collaborative housing community for adults with disabilities and low-

income families

Provide mental health services for uninsured and underinsured adults in Lane County

Provide affordable legal services to low-income immigrants and refugees in Multnomah

County seeking naturalization and U.S. citizenship

Support construction of the regional food bank facility

Replace the roof on the agency’s building, which houses residential energy

conservation services

Support operations and safety-net services for high-risk youth and families (2 years)

Acquire and operate a supportive housing facility for chronically homeless individuals

Expand a microenterprise program to serve low-income individuals and people with

disabilities in rural areas of Linn and Benton counties

Provide assistance to homeless families and individuals

Expand program space to serve more adults with profound developmental disabilities

(2 years)

Prepare and train individuals with disabilities to work in the food processing industry

(2 years)

Hire a part-time program coordinator to expand capacity to help low-income women

succeed in the workforce (3 years)

Build an ADA-compliant wheelchair ramp for the advocacy center

Support operations and the processing and packaging of food products for food pantries

and food banks (2 years)

Upgrade technology infrastructure, and increase staffing to better serve adults with

mental illness (2 years)

Support a half-time multicultural outreach position to increase access to food assistance

for Latino and other communities of color (3 years)



2010

Payments

Future

CommitmentsCommunity – Welfare



Friends of Menucha Foundation

Corbett, Oregon $ 30,000 $ 30,000

Friends of Zenger Farm

Portland, Oregon 25,000 15,000 $ 10,000

Full Access


Grant County Family Heritage Foundation

Seneca, Oregon 15,000 15,000

Grantmakers of Oregon and Southwest Washington


Hacienda Community Development Corporation

Portland, Oregon 80,000 50,000 30,000

Harney County Opportunity Team

Burns, Oregon 10,000 10,000

Heart of Grant County

Canyon City, Oregon 20,000 10,000 10,000

HIV Alliance

Eugene, Oregon 25,000 15,000 10,000

Housecall Providers


Huerto de la Familia


Human Solutions


Innovative Housing

Portland, Oregon 15,000 10,000 5,000

Intervarsity Christian Fellowship


Jesuit Volunteer Corps Northwest


Jewish Family & Child Service


JOIN


Junction City Local Aid

Junction City, Oregon 3,575 3,575

Klamath Crisis Center

Klamath Falls, Oregon 45,000 30,000 15,000

The Latino Community Association

Bend, Oregon 20,000 8,000

Repair the chimneys, roof, and patios on Menucha’s historic conference facility

Present “Healthy Eating on a Budget” workshops to low-income families (2 years)

Install an elevator to improve access for clients with disabilities in a building co-owned

with Oregon Supported Living Program

Expand and upgrade a kitchen at the Grant County Fairgrounds

Support “Funding to Communities of Color in Oregon” research, and hire an

administrative assistant (2 years)

Strengthen organizational infrastructure to sustain affordable housing and self-

sufficiency programs for low-income individuals and families (2 years)

Complete a capital campaign for the Harney County Community Center

Expand an advocate position for survivors and those at risk of domestic violence (2 years)

Support outreach, prevention, and intervention strategies for men at risk of contracting

and spreading HIV/AIDS (2 years)

Increase capacity to provide medical services to homebound seniors and individuals with

disabilities (3 years)

Establish a sustainable, organic farm collective for Latino families (3 years)

Construct a multi-service center to serve homeless and low-income individuals and

families in the Rockwood neighborhood (2 years)

Sustain a school and community success program for K–12 student residents at two low-

income housing sites (2 years)

Provide summer internships that pair college students with social service organizations

serving low-income individuals

Establish a new volunteer community in Hillsboro to increase service capacity at five

Washington County nonprofit agencies

Sustain safety net services for low-income families and children

Acquire and remodel a new service center for individuals and families facing or

experiencing homelessness (2 years)

Upgrade cold storage appliances for the food pantry

Renovate a facility to ensure privacy and increase services for victims of domestic

violence (2 years)

Provide basic assistance services for low-income, immigrant families in Central Oregon

(2 years)



2010

Payments

Future




Loaves and Fishes Centers


Lutheran Community Services Northwest

Beaverton, Oregon 10,000 10,000

Marie Mills Center

Tillamook, Oregon 8,000 8,000

Marion-Polk Food Share

Salem, Oregon 75,000 $ 75,000

Martha and Mary Ministries


Mediation Works, A Community Dispute Resolution Center

Medford, Oregon 40,000 20,000 20,000

Metropolitan Family Service

Portland, Oregon 50,000 30,000 20,000

Mittleman Jewish Community Center


NAMI Oregon

Portland, Oregon 51,000 36,000 15,000

NeighborImpact


New Directions Northwest

Baker City, Oregon 40,000 40,000

Northwest Catholic Counseling Center


Northwest Pilot Project


Oasis Shelter Home

Gold Beach, Oregon 20,000 20,000

Operation Coquille

Coquille, Oregon 50,000 50,000

Operation Nightwatch – Portland

Portland, Oregon 30,000 10,000 10,000

Oregon Community Warehouse


Oregon Food Bank

Portland, Oregon 300,000 200,000 100,000

Oregon Micro Enterprise Network


Oregon Public Broadcasting

Portland, Oregon 240,000 120,000 120,000

Provide meals and services to underserved and isolated seniors in rural Washington

County, targeting Latino seniors (2 years)

Support the HopeSpring transitional housing and services program for homeless women

and children

Purchase an emergency generator system for a residential facility serving individuals

with developmental disabilities

Launch a sustaining donor campaign to assure year-round financial stability

Remodel and operate an adult care home to provide end-of-life care to terminally ill

individuals who lack the resources to remain at home

Enhance program services in Coos, Curry, Jackson, and Josephine counties (2 years)

Support a parenting program and a car loan program to strengthen low-income families

(2 years)

Renovate the warm water therapy pool, main pool, and common areas at the center

Expand a peer-managed assistance program for uninsured and underinsured individuals

with mental illness in the tri-county area (2 years)

Increase service capacity to provide food to low-income Central Oregon residents

Construct a residential chemical dependency treatment facility for mothers and

their children

Provide counseling and medication management services for low-income individuals,

and upgrade the client database

Provide housing placement services to low-income homeless seniors and those at risk of

homelessness

Replace siding on the shelter facility

Renovate a community aquatic center

Hire a program coordinator to expand hospitality services to homeless individuals

(3 years)

Purchase a permanent facility and parking lot for a furniture bank serving low- income

individuals and families

Acquire food for distribution to families in need, and renovate a facility in Washington

County to increase service capacity throughout the state (3 years)

Support operations and programs to better serve low-income entrepreneurs (2 years)

Expand radio infrastructure and underwrite PBS Newshour and Oregon Field Guide

public television programs (3 years)



2010

Payments

Future




Oregon Rural Action

La Grande, Oregon $ 10,000 $ 10,000

Our House of Portland


Partners for a Hunger-Free Oregon


Partnership to End Poverty


Portland Women’s Crisis Line


Proud Ground


REACH Community Development


Rebuilding Together*Washington County

Beaverton, Oregon 5,000 5,000

Rose Haven C.I.C.


Rotary First Harvest of Oregon


Sacred Art of Living Education and Retreat Center

Bend, Oregon 40,000 10,000

St. Andrew Legal Clinic

Portland, Oregon 50,000 25,000 $ 25,000

Salem Leadership Foundation


Salem-Keizer Coalition for Equality

Salem, Oregon 45,000 25,000 20,000

Sisters of the Road


Siuslaw Area Women’s Center

Florence, Oregon 8,000 8,000

Society of St. Vincent de Paul, Rogue Valley District Council


Somali Community Services Coalition

Portland, Oregon 20,000 10,000 10,000

Sponsors


Store to Door


Expand youth participation in community garden programs in Malheur, Baker, and

Union counties

Expand clinical staff to increase housing and healthcare services for HIV/AIDS patients at

risk of homelessness (3 years)

Increase the number of meal sites and low-income children who participate in after-

school and summer meal programs

Support Project Connect, a program that links homeless and low-income Central Oregon

residents with basic needs services

Diversify funding and expand public awareness of the agency’s services to survivors of

domestic and sexual violence (3 years)

Support staff positions and ongoing project management activities to create

permanently affordable housing (2 years)

Purchase a van to carry tools and equipment to homes of low-income seniors needing

assistance with household repairs

Repair mobile homes for low-income families, seniors, and individuals with disabilities

Support a new program director position to increase resource and intervention services

for homeless women

Support program operations to alleviate hunger in Oregon’s southern, western, and

central regions

Redesign the agency’s core educational program to improve end-of-life care (2 years)

Support operations and increase access to legal services for low-income clients (2 years)

Expand staff to improve communication, cooperation, and connection between

neighborhood agencies (3 years)

Support operations and programs to improve educational outcomes for Latino,

African-American, and low-income students (2 years)

Leverage donations to provide services to individuals experiencing poverty and

homelessness

Remodel and expand a safe house for women and child survivors of domestic violence

Provide social services to low-income Jackson County residents

Provide social services to Somali refugee families experiencing or at risk of

domestic violence (2 years)

Build a housing and program services complex to assist ex-offenders transitioning from

incarceration in Lane County (2 years)

Maintain a part-time program manager position to provide grocery services for seniors

and individuals with disabilities



2010

Payments

Future




Sustainable Urban Neighborhoods


Technical Assistance for Community Services

Portland, Oregon 75,000 25,000 $ 50,000

Trillium Family Services Foundation


Umpqua Community Development Corporation


Union Gospel Mission Association of Salem


Volunteer Connect

Bend, Oregon 20,000 5,000

Volunteers of America Oregon


VOZ Workers’ Rights Education Project


Womenspace


Yamhill Community Action Partnership


Young Women’s Christian Association of Salem


YWCA of Greater Portland


Architecture Foundation of Oregon


Classroom Law Project


Community Transitional School


De La Salle North Catholic High School

Portland, Oregon 75,000 50,000 25,000

Foundations for a Better Oregon


Friends of Saturday Academy


Hispanic Metropolitan Chamber of Commerce


Expand the Portland Fruit Tree Project to provide fresh produce to low-income and food-

insecure individuals and families

Support operations and programs as the agency transitions to a new organizational

model (3 years)

Renovate the Children’s Farm Home Old School building in Corvallis to better serve

children needing mental and behavioral health treatment

Construct an affordable housing campus for adults with developmental and

physical disabilities

Purchase a transitional housing facility for men recovering from alcohol and

drug addiction

Operate a regional volunteer bank for Central Oregon (2 years)

Sustain the Home Free program serving women and children escaping domestic violence

(2 years)

Develop and implement an English-language curriculum focused on vocational training

for immigrant day laborers

Support a bilingual volunteer coordinator to recruit and retain volunteers focused on

helping women and children affected by domestic violence

Construct a new client services center and food bank to serve low-income Yamhill

County residents

Support operations and programs serving low-income women and children

Support core operations and programming (2 years)

Education

Support the Architects in Schools program

Provide professional development in civics education to teachers, administrators, and

curriculum specialists

Purchase a new bus for a school serving homeless families

Support an enrollment growth initiative to achieve program sustainability (2 years)

Support Chalkboard Project to improve K–12 public education (2 years)

Provide tuition vouchers for low-income minority youth to attend science and

engineering enrichment classes and college preparatory courses

Promote access to higher education scholarships for Hispanic students



2010

Payments

Future




Lewis & Clark College


Linfield College


Mt. Scott Park Center for Learning


Neskowin Valley School

Neskowin, Oregon 20,000 10,000 $ 10,000

Open Meadow Alternative Schools


Oregon Coast Aquarium

Newport, Oregon 40,000 15,000

Oregon Independent College Foundation

Marylhurst, Oregon 35,000 35,000

Playworks Education Energized


Portland Opportunities Industrialization Center

Portland, Oregon 30,000 18,000 12,000

Rogue Valley Farm to School


St. Andrew Nativity School


The Science Factory


Warner Pacific College


Willamette University

Salem, Oregon 650,000 50,000

Forests Forever

Oregon City, Oregon 20,000 20,000

The Freshwater Trust

Portland, Oregon 30,000 10,000 10,000

Great Basin Society

Princeton, Oregon 36,500 36,500

Indian Country Conservancy


Klamath Bird Observatory


Hire an attorney to advise and mentor more students in Lewis & Clark Law School’s legal

clinic at the Community Development Law Center (3 years)

Renovate historic Northup Hall on the McMinnville campus (3 years)

Renovate a building to accommodate consolidation of the middle and high school

programs

Support community school programs, arts education, and infrastructure improvements

(2 years)

Provide advocate group services for middle and high school students at risk of dropping

out of school

Hire a school liaison to support a collaborative ocean conservation education project for

grades K–12 (2 years)

Support a scholarship and financial aid fund for students seeking to attend member

colleges and universities

Expand a physical activity intervention program into seven additional elementary

schools in low-income Portland neighborhoods

Support a transition program for young adults to gain education, employment, and self-

sufficiency beyond high school (2 years)

Increase the number of schools providing “seed to table” educational programs and

using locally-grown foods in their cafeterias

Support academic programs for low-income students

Purchase production software for on-site development of full-dome digital programming

Develop and establish an undergraduate Urban Studies degree program (3 years)

Support the construction of Ford Hall academic center (3 years)

Environment

Construct a forestry and natural resources education facility

Conduct stream flow restoration projects in the John Day, Umatilla, Grand Ronde,

Willamette, and Tillamook basins (3 years)

Purchase a van and replace the roofs on selected Malheur Field Station buildings

Launch Indian Country Conservancy to restore Native American homelands

Provide environmental education to K–8 students in Josephine County



2010

Payments

Future

CommitmentsEducation



Lower Nehalem Community Trust

Manzanita, Oregon $ 30,000 $ 20,000 $ 10,000

The Nature Conservancy


North Coast Land Conservancy

Seaside, Oregon 40,000 10,000

Northwest Earth Institute


Opal Creek Ancient Forest Center


Oregon Environmental Council


Oregon Rangeland Trust

Pendleton, Oregon 25,000 15,000 10,000

Portland Audubon Society

Portland, Oregon 85,000 45,000 40,000

Western Rivers Conservancy


Willamette Riverkeeper


Asante Foundation


Dental Foundation of Oregon

Wilsonville, Oregon 60,000 20,000 15,000

Familias en Acción


Frederick J. Artz Center


Harney District Hospital

Burns, Oregon 25,000 25,000

Medical Teams International


Mid-Columbia Health Foundation

The Dalles, Oregon 75,000 25,000

Oregon Health and Science University Foundation


Oregon Lions Sight & Hearing Foundation


Increase donor support through a challenge grant, and purchase undeveloped edge-land

to protect the Nehalem estuary (2 years)

Advance statewide strategies to identify, prevent, and control invasive species in Oregon

Support a conservation director position to build organizational capacity (3 years)

Support operations and programs to promote stewardship of the environment

Install a well water system on the Jawbone Flats environmental education campus

Support operations and programs to promote collaborative solutions to Oregon’s

environmental challenges

Promote the use of conservation easements as a means of protecting ecologically-

significant lands (2 years)

Increase access to environmental conservation programs and natural areas for diverse

communities in east Portland (3 years)

Establish a fish and wildlife sanctuary on the lower John Day River (2 years)

Monitor water quality on the Willamette River (2 years)

Health and Science

Expand the neonatal intensive care unit at Rogue Valley Medical Center

Support a mobile dental clinic for underserved students in elementary schools across

Oregon (3 years)

Expand a patient navigator position to serve Latino children diagnosed with cancer

Provide parenting courses and produce online educational resources for parents of

children with behavioral and/or developmental challenges

Purchase and install a digital mammography unit

Support a mobile dental program for low-income Oregonians

Purchase and install digital mammography equipment (2 years)

Support construction of a research center dedicated to the study of neurological diseases

(2 years)

Provide mobile health clinic services to uninsured and underinsured children and adults

across the state



2010

Payments

Future

CommitmentsEnvironment



Peace Harbor Hospital Foundation

Florence, Oregon $ 50,000 $ 50,000

Project Access NOW

Portland, Oregon 75,000 45,000 $ 30,000

Returning Veterans Project


Salem Free Medical Clinic


Sanford Health Foundation/Sanford Children’s Clinic

Klamath Falls, Oregon 150,000 150,000

South Lane Mental Health Services

Cottage Grove, Oregon 75,000 10,000

Volunteers in Medicine Clinic


Wisdom of the Elders


Coos County Historical Society

North Bend, Oregon 125,000 125,000

High Desert Museum

Bend, Oregon 30,000 30,000

Japanese Garden Society of Oregon


The Library Foundation

Portland, Oregon 180,000 80,000 100,000

Oregon Council for the Humanities


Oregon Jewish Museum


Oregon Museum of Science and Industry

Portland, Oregon 175,000 100,000 75,000

Oregon Nikkei Endowment


Oregon Rail Heritage Foundation


Painted Sky


Portland Classical Chinese Garden

Portland, Oregon 60,000 30,000 30,000

Purchase and install a digital mammography system

Coordinate access to primary and specialty care services for low-income, uninsured

individuals in Clackamas and Multnomah counties (2 years)

Provide counseling and supportive healthcare services at no cost to returning veterans

and their families

Construct a permanent medical clinic for uninsured and underinsured individuals

Construct a pediatric health clinic in Klamath Falls (3 years)

Acquire and renovate a larger counseling center (3 years)

Expand mental health services to include a depression intervention project for low-

income clients (3 years)

Create a multimedia health and wellness curriculum for Native American youth

Humanities

Construct a new historical and maritime center in Coos Bay

Upgrade physical plant infrastructure

Repair and upgrade the koi pond systems

Support an early literacy program to motivate and support parents to read with children

at home (3 years)

Support a humanities course for low-income individuals, and a summer humanities camp

for teens

Support exhibitions and programs

Support the production of museum-based and traveling bilingual renewable energy

exhibits (3 years)

Support exhibitions and programs at the Legacy Center

Construct a new engine house and the first phase of a rail heritage center

Support educational and cultural outreach activities for Native American youth

Implement a strategic plan to enrich visitors’ experiences and increase earned income

(3 years)



2010

Payments

Future

CommitmentsHealth and Science



City of Reedsport

Reedsport, Oregon $ 30,000 $ 30,000

City of Sandy

Sandy, Oregon 75,000 75,000

Friends of the Wallowa County Museum

Joseph, Oregon 24,000 24,000

The Willamette Heritage Center


World Forestry Center

Portland, Oregon 100,000 75,000 $ 25,000

Ecumenical Ministries of Oregon


United Methodist Church, Oregon-Idaho Annual Conference


Total $7,467,058 $1,936,050

Upgrade the Reedsport Branch Library building

Renovate and expand the library

Remodel a building to increase museum space and functionality

Upgrade infrastructure and operations to support consolidation of Mission Mill Museum

and Marion County Historical Society

Renovate key facilities on the main campus (2 years)

Religion

Engage Oregon’s faith community in service for the common good, and present the

2010 Collins Lecture

Support activities to strengthen ministry and promote leadership development (2 years)



2010

Payments

Future

CommitmentsHumanities


Financial Statements Years Ended December 31, 2010 and 2009

The accompanying notes are an integral part of the financial statements.

Statement of Assets, Liabilities and Net Assets — Income Tax BasisDecember 31, 2010 and 2009

2010 2009

AssetsInvestments at fair value (Notes 1, 3 and 4)

Invested cash and cash equivalents $ 6,056,920 $ 5,684,764

Common and preferred stock 129,297,058 118,120,043

Corporate obligations 321,474 633,991

Limited partnership interests 37,996,869 38,154,081

Real estate funds 4,061,093 3,596,352

Total investments 177,733,414 166,189,231

Cash and cash equivalents (Notes 2 and 4) 621,715 544,688

Program-related investments (Notes 1 and 4) 600,000 600,000

Prepaid federal excise taxes (Note 5) 90,910

Other assets 83,331 68,121

Total assets $179,038,460 $167,492,950

Liabilities and Net AssetsExcise and income tax payable (Note 5) $ 109,591

Total liabilities 109,591

Unrestricted net assets (Note 1)

(Including unpaid grants of $1,936,050

in 2010 and $1,761,000 in 2009) 178,928,869 $167,492,950

Total liabilities and net assets $179,038,460 $167,492,950




Statement of Revenue, Expense and Changes in Net Assets — Income Tax BasisYears ended December 31, 2010 and 2009

2010 2009

Investment IncomeDividends $ 2,497,651 $ 2,262,572

Interest 23,966 37,472

Partnership and other investment income (loss) — net 142,896 (557,597)

Total revenue 2,664,513 1,742,447

Net gain (loss) on investments

Realized 5,598,019 (1,009,812)

Unrealized — net 12,169,198 32,174,373

Net gain (loss) on investments 17,767,217 31,164,561

Total investment income (loss) 20,431,730 32,907,008

Investment expense

Excise and income taxes (Note 5) 80,573 18,311

Management and custodial fees 619,478 546,934

Investment administration expenses 135,843 128,523

Total investment expense 835,894 693,768

Net investment income (loss) 19,595,836 32,213,240

Grants and ExpensesGrants (Note 1)

Arts 1,434,500 1,151,500

Children — Youth 1,001,650 1,174,000

Community — Welfare 2,368,278 1,951,950

Education 923,500 1,258,000

Environment 383,500 156,000

Health and Science 452,500 420,000

Humanities 603,130 246,000

Religion 300,000 345,000

Grants paid 7,467,058 6,702,450

Prior year grants refunded (7,250)

Grant administration expenses 692,859 640,758

Total grants and expenses 8,159,917 7,335,958

Increase in net assets 11,435,919 24,877,282

Net assets, beginning of year 167,492,950 142,615,668

Net assets, end of year $178,928,869 $167,492,950




Statement of Cash Flows — Income Tax BasisYears ended December 31, 2010 and 2009

2010 2009

Cash flows from investing activitiesNet investment income $19,595,836 $32,213,240

Adjustments to reconcile excess of expense

to net cash provided by investing activities

Unrealized (gain) on investments – net (12,169,198) (32,174,373)

Realized (gain) loss on investments (5,598,019) 1,009,812

Investments — at cost

Proceeds from sales of securities 45,410,524 52,323,745

Purchase of securities (42,146,815) (45,382,695)

Distributions from limited partnerships 2,909,103 543,712

Proceeds from sales of limited partnerships 2,750,000 2,138,228

Purchases of limited partnerships (2,061,803) (2,169,299)

Loss on limited partnerships (142,896) 557,596

(Increase) in invested cash and cash equivalents (372,156) (2,101,887)

Changes in other assets and liabilities — net 62,368 11,494

Net cash provided by investing activities 8,236,944 6,969,573

Cash flows from operating activitiesGrant payments (7,467,058) (6,702,450)

Prior year grants refunded 7,250

Payments for grant administrative expenses (692,859) (640,758)

Net cash used for operating activities (8,159,917) (7,335,958)

Decrease in cash and cash equivalents 77,027 (366,385)

Cash and cash equivalents, beginning of year 544,688 911,073

Cash and cash equivalents, end of year $ 621,715 $ 544,688


Notes to Financial Statements Years Ended December 31, 2010 and 2009

The FoundationThe Collins Foundation was founded in 1947 by four

members of the Collins family. The purpose of the

Foundation, as stated in the original documents of

incorporation, is to operate and use its funds exclusively

for religious, charitable, and educational purposes

within the state of Oregon.

Note 1Summary of Significant Accounting Policies

Basis of Accounting

The accompanying financial statements have been

prepared on the method of accounting used for federal

excise tax purposes. The revenues (except unrealized

net gains on investments) and expenditures (except

federal excise tax) are recognized when received or

when paid. Consequently, certain revenues and

expenses are recognized in the determination of income

in different reporting periods than they would be if the

financial statements were prepared in conformity with

generally accepted accounting principles. Although

income tax rules are used to determine the timing of

revenues and expenses, nontaxable revenues and non -

deductible expenses are included in the determination

of net income. As with all tax presentations, these tax

accounting methods are subject to review and possible

adjustment by the Internal Revenue Service.

Investments

Investments in marketable securities are stated on

the basis of current quoted market prices. Investment

transactions are recognized on a settlement date basis.

Investment transactions under such basis are not mate-

rially different from those that would be recognized

on a trade date basis. Realized gains and losses are

calculated based on the average cost method for both

financial statement and tax return purposes. Unrealized

gains or losses are recorded for the increase or decrease

in the market value of assets from the beginning of the

year to the end of the year. Investments in limited part-

nerships and real estate funds are stated at estimated

fair values provided by the managers of the interests.

The Foundation also invests in numerous partner-

ships, in which the Foundation is a limited partner, that

specialize in making venture capital, buyout, distressed

debt, and equity-based real estate investments. Such

investments, typically investments in private equity or

debt securities of companies or properties that are not

publicly listed or traded, are not liquid investments.

The value of such investments is determined by the

partnerships’ general partners, who must follow the

valuation guidelines, such as appraisals and comparable

company trade data, stipulated in the respective limited

partnership agreements. The December 31 valuations

of the investments in limited partnerships are based

upon the value determined by the partnerships’ general

partner as of September 30, adjusted for capital contri-

butions and distributions that occur during the quarter

ended December 31. These amounts may differ from

values that would be determined if the investments

in limited partnerships were publicly traded or if the

December 31 valuation amount were currently avail-

able. Realized gains and losses and unrealized changes

in the fair value of investments in limited partnerships

are reflected in the statement of revenues, expense

and changes in net assets. The majority of limited part-

nerships are audited annually by independent public

accounting firms. The Foundation is committed to

invest funds into these partnerships. As of December

31, 2010, the Foundation has $4.9 million in outstanding

limited partnership commitments, including both

domestic and international partnerships.

Program-Related Investments

Program-related investments consist of interest-bearing

loans and a preferred stock, which facilitate charitable

activities. They are stated at cost, which approximates

market value.

Grants

Grants are recorded as expenditures in the year paid.

Unpaid grants include grants with a payable date after

year end and grants in which the restriction or matching

requirement has not been met at year end. Unpaid

grants are included in unrestricted net assets. Grants

are generally approved subject to certain conditions.

If these conditions are not met, or if the program or

project approved for a grant needs less than the

amount approved, grants may be refunded or canceled.

Cancellations or refunds are recognized in the year

in which they occur.

Use of Estimates

The preparation of financial statements requires man-

agement to make estimates and assumptions that

affect the reported amounts of assets and liabilities and

disclosure of contingent assets and liabilities at the

date of the financial statements and the reported

amounts of revenues and expenses during the reporting

period. Actual results could differ from those estimates.

Subsequent events

The Foundation has evaluated subsequent events

through March 1, 2011, which is the date these financial

statements were available to be issued. Events, if

any, are disclosed within the notes to these financial

statements.

Note 2Cash and Cash EquivalentsCash equivalents consist of highly liquid instruments

such as money market accounts and certificates of

deposit, with maturities of less than three months. Cash

equivalents are recorded at cost, which approximates

market value.

Cash and cash equivalents consist of the following at

December 31:

2010 2009

Cash — interest bearing $621,715 $544,688


Notes to Financial Statements Years Ended December 31, 2010 and 2009

Note 3Concentration of Credit RiskThe Foundation’s assets consist of cash, equity securities,

corporate obligations, limited partnership interests,

and real estate funds. These financial instruments may

subject the Foundation to concentrations of risk as, at

various times during the year, cash balances may exceed

amounts insured by the Federal Deposit Insurance

Corporation; the market value of securities is dependent

on the ability of the issuer to honor its contractual

commitments; and the investments are subject to

changes in market values.

Program-related loans are secured by real estate

second mortgages and have a return that is below market

rates. The loans are considered charitable activities.

distributions of $224,131 in excess of the minimum

requirement to meet distribution regulations of the

Internal Revenue Code for private foundations. As of

December 31, 2009, distributions were in excess of the

minimum requirements by $202,651.

Note 6Pension PlanThe Foundation has a defined contribution salary

deferral plan covering all eligible employees. The elective

contributions to the plan are funded by voluntary

salary reductions of the participants. The Foundation

contributes 10% of all eligible employees’ compensa-

tion. Pension expense during 2010 and 2009 was $35,807

and $37,435, respectively.

Note 7CommitmentsRental expense under the current lease for the

Foundation’s office space for 2010 and 2009 amounted

to $90,029 and $62,833, respectively. At December 31,

2010, commitments for future minimum payments

under this lease agreement, which expires on January

31, 2015, are $96,814 for 2011, $100,828 for 2012, $105,396

for 2013, $109,993 for 2014, and $9,198 for 2015.

Note 8

Supplemental Disclosure of Cash FlowInformation

Cash paid for federal excise tax was $0 for 2010 and

$15,000 for 2009.

Note 9Investment and Grant AdministrationThe classification of administrative expenses between

investment and grant expenses is determined by spe-

cific identification or an allocation based on time

expended.

Note 4InvestmentsInvestments consist of the following at December 31:

2010 2009

Cost Market Cost Market

Invested cash and cash equivalents $ 6,056,920 $ 6,056,920 $ 5,684,764 $ 5,684,764

Common and preferred stock 119,243,262 129,297,058 118,881,865 118,120,043

Corporate bonds 300,000 321,474 607,010 633,991

Limited partnership interests 32,391,520 37,996,869 33,566,001 38,154,081

Real estate funds 5,000,000 4,061,093 5,000,000 3,596,352

Total $162,991,702 $177,733,414 $163,739,640 $166,189,231

Invested cash and cash equivalents include cash and money-market funds held by the Foundation’s investment

managers.

Note 5Provision for Excise and Income TaxThe Collins Foundation is classified as a “Private

Foundation” as defined in the Tax Reform Act of 1986.

The provisions of the Internal Revenue Code exempt

the Foundation from federal and state income taxes. The

Foundation is subject to federal and state tax on unre-

lated business income. The Foundation is subject to a

federal excise tax of 2% on net investment income. If the

average payout ratio for the past five years plus one per-

cent of net investment income in the current year is less

than the current year’s charitable distributions, federal

excise tax is payable at 1% of net investment income.

The Foundation paid federal excise tax of 1% in 2010 and

1% in 2009.

The net liabilities for excise and income taxes consist

of the following at December 31:

2010 2009

Current $80,573 $18,311

Deferred 122,921 324,994

Total $203,494 $343,305

The deferred excise tax consists of excise tax on unreal-

ized gains or losses on investments.

For 2010 and 2009 the Foundation had qualifying

distributions of $8,159,917 and $7,355,958, respectively.

As of December 31, 2010, the Foundation had qualifying


Independent Auditor’s Report

Board of Trustees


Portland, Oregon

We have audited the accompanying statement of assets, liabilities, and net assets—income tax basis of The

Collins Foundation as of December 31, 2010 and 2009, and the related statements of revenue, expense, and

changes in net assets—income tax basis, cash flows—income tax basis, and grants for the years then ended.

These financial statements are the responsibility of the Foundation’s management. Our responsibility is to

express an opinion on these financial statements based on our audit.

We conducted our audit in accordance with auditing standards generally accepted in the United States of

America. Those standards require that we plan and perform the audit to obtain reasonable assurance about

whether the financial statements are free of material misstatement. An audit includes examining, on a test basis,

evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing

the accounting principles used and significant estimates made by management, as well as evaluating the overall

financial statement presentation. We believe that our audit provides a reasonable basis for our opinion.

As described in Note 1, these financial statements were prepared on the basis of accounting the Foundation

uses for income tax purposes, which is a comprehensive basis of accounting other than generally accepted

accounting principles.

In our opinion, the financial statements referred to above present fairly, in all material respects, the assets,

liabilities, and net assets of The Collins Foundation as of December 31, 2010 and 2009, and its revenue, expense,

and changes in net assets, cash flows, and grants for the years then ended, on the basis of accounting

described in Note 1.

Our audit was conducted for the purpose of forming an opinion on the basic financial statements taken as a

whole. The accompanying supplementary financial information is presented for purposes of additional

analysis and is not a required part of the basic financial statements. Such information has been subjected to

the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is fairly stated

in all material respects in relation to the basic financial statements taken as a whole.

March 1, 2011

Portland, Oregon

Manzer & Davis, LLP

Certified Public Accountants


Grants Policies and Guidelines

The Collins Foundation, an independent private

foundation, was created in 1947 by Truman W. Collins

and other members of the family of E. S. Collins. The

Collins Foundation exists to improve, enrich, and give

greater expression to the religious, educational,

cultural, and scientific endeavors in the state of

Oregon and to assist in improving the quality of life

in the state. In its procedures, the Foundation has

not been an “Operating Foundation” in the sense of

taking the initiative in creating and directing

programs designed to carry out its purpose. Rather,

the trustees have chosen to work through existing

agencies and have supported proposals submitted by

colleges and universities, organized religious groups,

arts, cultural, and civic organizations, and agencies

devoted to health, welfare, and youth.

Eligibility Requirements

Grant requests are considered only from

organizations/agencies that have established their

tax-exempt status under Section 501(c)(3) of the

Internal Revenue Code and are not “private foun -

dations” as defined under section 509(a) of the Code,

or that have tax exemption as a governmental or

other publicly funded entity.

Grant requests are considered only from

nonprofit organizations/agencies that have current

registration with the offices of the Oregon State

Attorney General and the Secretary of State.

Grants are made only for projects that directly

benefit the residents of Oregon.

Grants are not made to specific individuals.

Policy Guidelines

� The Collins Foundation affirms its commitment to

equal opportunity for all persons regardless of race,

color, religious belief, gender, sexual orientation,

age, or disability. It is our intent to make grants to

nonprofit agencies that pursue these same values

in their services and organization.

� The Foundation will consider only one grant

request from the same organization in a twelve-

month period, unless an additional request is invited

by the Foundation.

� The Foundation normally will not consider an

additional grant request from an organization

receiving a multi-year grant until twelve months

following the final payment of the multi-year grant.

� Grants normally are not made to elementary,

secondary, or public higher education institutions,

or to individual religious congregations.

� Grants normally are not made for development

personnel, annual fundraising activities,


Grants Policies and Guidelines

endowments, operational deficits, financial

emergencies, or debt retirement.

� In considering applications for substantial

projects, the Foundation prefers to participate with

other donors, and encourages the applicant to seek

support from other sources to share in the total

project.

Application Procedures

Grant application procedures are available at

www.collinsfoundation.org.

Application Review

Foundation trustees meet six times annually to

make decisions on grant requests. Foundation staff

acknowledges each request received and informs

eligible applicants of the date anticipated for

consideration by the trustees. Once a request has

been funded or declined, the applicant is notified

promptly. Rarely is a grant decision deferred. When

this occurs, however, the applicant is provided with

an explanation and further instructions.

The grant review process begins after receiving

a completed application and usually requires six to

eight weeks, provided the applicant has complied

fully with the application procedures. The submis -

sion of an incomplete grant proposal may cause

delays in the Foundation’s review and consideration

of the request.

During the grant review period, Foundation staff

may request an interview or a site visit in order to

gain more information about the agency and its

proposal. Additional written material may also be

requested. Throughout this time, applicants are

encouraged to notify the Foundation of any changes

in the status of the project under review, including

its funding.

The Collins Foundation endeavors to serve people

throughout Oregon. Despite this commitment, the

Foundation is unable to support every request

received. Denial of a grant should not necessarily be

considered a reflection on the quality of a project or

the worthiness of its sponsor.

Grant Reporting

Every organization receiving a grant from The Collins

Foundation has a responsibility to report on the use

of the funds granted. Reporting guidelines are pro -

vided with each of the Foundation’s grant awards

and are available for review on the Foundation’s

website. Unless otherwise indicated at the time

disbursement is made, reports are required annually

until the entire grant has been expended. Failure to

report as required by the Foundation could influence

future grant decisions by the trustees.

Inquiries

For questions or comments, e-mail:

[email protected]


1618 SW First Avenue, Suite 505

Portland, OR 97201-5706

(503) 227-7171

www.collinsfoundation.org


The Collins Foundation Grant History

Year Number of Amount Cumulative Grants Paid Paid

1947

1948 5 $ 5,000 $ 5,000

1949 4 24,000 29,000

1950 5 18,000 47,000

1951 11 30,000 77,000

1952 6 43,500 120,500

1953 7 62,500 183,000

1954 8 83,500 266,500

1955 8 100,961 367,461

1956 13 104,452 471,913

1957 11 111,300 583,213

1958 11 119,450 702,663

1959 10 116,000 818,663

1960 14 120,100 938,763

1961 15 122,450 1,061,213

1962 11 140,850 1,202,063

1963 22 134,450 1,336,513

1964 34 181,425 1,517,938

1965 41 335,006 1,852,944

1966 47 455,798 2,308,742

1967 64 566,104 2,874,846

1968 61 648,726 3,523,572

1969 79 808,867 4,332,439

1970 76 655,576 4,988,015

1971 76 740,914 5,728,929

1972 79 884,607 6,613,536

1973 84 903,984 7,517,520

1974 84 881,266 8,398,786

1975 78 994,279 9,393,065

1976 81 902,885 10,295,950

1977 87 1,139,470 11,435,420

1978 81 1,154,970 12,590,390

1979 89 1,407,806 13,998,196

1980 99 $1,950,046 $ 15,948,242

1981 94 2,295,899 18,244,141

1982 107 1,453,550 19,697,691

1983 112 1,477,200 21,174,891

1984 119 1,811,717 22,986,608

1985 129 2,420,387 25,406,995

1986 147 3,123,420 28,530,415

1987 146 3,397,992 31,928,407

1988 150 3,263,686 35,192,093

1989 180 3,342,439 38,534,532

1990 185 3,880,240 42,414,772

1991 154 4,194,343 46,609,115

1992 190 4,621,253 51,230,368

1993 205 5,054,205 56,284,573

1994 218 5,263,160 61,547,733

1995 206 5,399,970 66,947,703

1996 208 6,320,998 73,268,701

1997 218 7,732,395 81,001,096

1998 245 7,155,330 88,156,426

1999 251 8,559,848 96,716,274

2000 244 7,996,859 104,713,133

2001 246 7,986,550 112,699,683

2002 244 7,579,300 120,278,983

2003 238 6,573,280 126,852,263

2004 256 6,601,452 133,453,715

2005 245 8,244,790 141,698,505

2006 266 8,897,619 150,596,124

2007 269 9,174,505 159,770,629

2008 262 8,288,890 168,059,519

2009 234 6,702,450 174,761,969

2010 261 7,467,058 182,229,027

Total 7,430 $182,229,027

Year Number of Amount Cumulative Grants Paid Paid Year Number of Amount Cumulative

Grants Paid Paid

The Collins Foundation Trustees

Ralph BolligerTruman W. Collins Jr. Maribeth W. Collins Cherida Collins Smith Lee Diane Collins Vest Jerry E. Hudson

Susana P. Judkins Cynthia G. Addams Cindy J. Knowles Timothy R. Bishop Sara L. Yada

Board of Trustees

Truman W. Collins Jr.

Cherida Collins Smith

Maribeth W. Collins

Ralph Bolliger

Lee Diane Collins Vest

Jerry E. Hudson

Members

Maribeth W. Collins


Lee Diane Collins Vest


Alayna Luria

Officers and Staff


President

Cynthia G. Addams

Executive Vice President


Vice President

Maribeth W. Collins

Vice President

Ralph Bolliger

Vice President

Cindy J. Knowles

Secretary, Director of Programs

Timothy R. Bishop

Treasurer

Susana P. Judkins

Administrative Assistant

Sara L. Yada

Grants Administrator

Jean M. Chavez

Assistant Treasurer

The Collins Foundation Staff

Founders

Truman Wesley Collins

Trustee 1947–1964

Mary Laffey Collins

Trustee 1947–1970

Grace Collins Goudy

Trustee 1947–1996

Alton Laffey Collins

Trustee 1947–1978

Jean M. Chavez

Contact Information



Portland, Oregon 97201-5706

(503) 227-7171

www.collinsfoundation.org

On our covers:

Front, clockwise from left

Oregon Rangeland Trust purchases conservationeasements like this one on Drews Valley Ranch that keep

ranches operating, wildlife habitats protected, and future

development at bay.

Forests Forever welcomes local chambers of commercemembers to raise the walls of a natural resources

classroom in the Hopkins Demonstration Forest.

Painted Sky Northstar Dance Company shares NativeAmerican culture through dance at a 2010 performance.

Chess for Success develops skills for success at chessand life. Here a player analyzes his next move at the City

of Portland Tournament. Photo: John Klicker

Friends of the Children - Portland provides paid,professional mentors to Portland’s most vulnerable

children, from kindergarten through high school

graduation. Photo: Michael McDermott

Back, clockwise from left

Oregon Ballet Theatre features Principal DancersAlison Roper and Artur Sultanov performing in Nicolo

Fonte’s Bolero. Photo: Blaine Truitt Covert

Dental Foundation of Oregon’s mobile dental clinic,the Tooth Taxi, delivers free care to children in every

corner of the state.

The Science Factory’s renovated planetarium inEugene, the Exploration Dome, lets children use their

minds and bodies to explore science, technology,

and humanity.

Umpqua Community Development Corporation’sseismic upgrades to the Hotel North Bend include seven

miles of steel tie wire and 20 tons of steel rebar. The

historic hotel provides 32 affordable housing units.

Oregon Public Broadcasting videographers get up

early to bring extraordinary natural places to more than

60,000 Oregon Field Guide viewers each week.

Photo: Vince Patton



Portland, Oregon 97201-5706

the collins foundation annual... · 2018-06-01 · the collins foundation 2010 annual report 1 over...

Documents