Oregon 529 college savings programs
E46103
Oregon 529 college savings programs are state-sponsored, tax-advantaged investment plans that help families save and grow funds for future higher education expenses.
All labels observed (5)
| Label | Occurrences |
|---|---|
| Oregon 529 College Savings Network | 2 |
| Oregon 529 College Savings Board | 1 |
| Oregon 529 college savings programs canonical | 1 |
| Oregon 529 program | 1 |
| Oregon College Savings Plan | 1 |
How this entity was disambiguated
This entity first appeared as the object of triple T363631 — resolving that mention is where its identity was fixed. The disambiguator weighed these candidate entities and picked the highlighted one (or “None”, minting a new entity). This is how homonymy is resolved: the same surface form can point to different entities.
NED1
Entity disambiguation (via context triple)
gpt-5-mini-2025-08-07
Target entity: Oregon 529 college savings programs Context triple: [Oregon State Treasurer, oversees, Oregon 529 college savings programs]
-
A.
Oregon State Board of Higher Education
The Oregon State Board of Higher Education was the former governing body responsible for overseeing Oregon’s public universities and setting statewide higher education policy.
-
B.
Oregon University System
The Oregon University System was the former statewide public higher education system that oversaw Oregon’s seven public universities until it was dissolved in the mid-2010s.
-
C.
Oregon Department of Education
The Oregon Department of Education is the state agency responsible for overseeing public K–12 education, implementing education policy, and supporting school districts throughout Oregon.
-
D.
Southern Oregon University
Southern Oregon University is a public liberal arts university located in Ashland, Oregon, known for its strong programs in the arts, sciences, and sustainability-focused education.
-
E.
University of Oregon
The University of Oregon is a public research university in Eugene, Oregon, known for its strong programs in the sciences, humanities, and athletics, particularly its prominent track and field legacy.
- F. None of above. chosen
- G. Unsure - the case is ambiguous/there is not enough information to decide.
NED2
Entity disambiguation (via description)
gpt-5-mini-2025-08-07
Target entity: Oregon 529 college savings programs Target entity description: Oregon 529 college savings programs are state-sponsored, tax-advantaged investment plans that help families save and grow funds for future higher education expenses.
-
A.
Oregon State Board of Higher Education
The Oregon State Board of Higher Education was the former governing body responsible for overseeing Oregon’s public universities and setting statewide higher education policy.
-
B.
Oregon University System
The Oregon University System was the former statewide public higher education system that oversaw Oregon’s seven public universities until it was dissolved in the mid-2010s.
-
C.
Oregon Department of Education
The Oregon Department of Education is the state agency responsible for overseeing public K–12 education, implementing education policy, and supporting school districts throughout Oregon.
-
D.
Southern Oregon University
Southern Oregon University is a public liberal arts university located in Ashland, Oregon, known for its strong programs in the arts, sciences, and sustainability-focused education.
-
E.
University of Oregon
The University of Oregon is a public research university in Eugene, Oregon, known for its strong programs in the sciences, humanities, and athletics, particularly its prominent track and field legacy.
- F. None of above. chosen
Statements (49)
| Predicate | Object |
|---|---|
| instanceOf |
529 college savings plan
ⓘ
state-sponsored education savings program ⓘ |
| accountOwnerControl | account owner retains control of assets ⓘ |
| administeredBy | Oregon State Treasury ⓘ |
| beneficiaryChangeAllowed | true ⓘ |
| beneficiaryChangeRule | beneficiary can be changed to another eligible family member ⓘ |
| beneficiaryRequirement | must have a Social Security number or Individual Taxpayer Identification Number ⓘ |
| benefit |
potential Oregon state income tax advantages
ⓘ
tax-deferred investment growth ⓘ tax-free withdrawals for qualified education expenses ⓘ |
| brandName |
MFS 529 Savings Plan
ⓘ
Oregon 529 college savings programs self-linksurface differs ⓘ
surface form:
Oregon College Savings Plan
|
| contributionLimitType | high aggregate account balance limit (set by state) ⓘ |
| contributionMethod |
automatic recurring contributions
ⓘ
lump-sum contributions ⓘ |
| country |
United States of America
ⓘ
surface form:
United States
|
| eligibility | U.S. citizens and certain resident aliens ⓘ |
| eligibleUse |
books
ⓘ
certain room and board costs ⓘ certain student loan repayments (subject to federal limits) ⓘ equipment ⓘ fees ⓘ supplies ⓘ tuition ⓘ |
| federalLawBasis | Section 529 of the Internal Revenue Code ⓘ |
| feeType |
potential advisor fees (for advisor-sold options)
ⓘ
program management fees ⓘ underlying fund expenses ⓘ |
| investmentOptionType |
age-based portfolios
ⓘ
individual fund options ⓘ static portfolios ⓘ |
| minimumContribution | low minimum initial contribution (varies by plan and option) ⓘ |
| nonQualifiedWithdrawalConsequence | earnings subject to income tax and possible penalty ⓘ |
| purpose |
saving for K-12 tuition (subject to federal and state rules)
ⓘ
saving for apprenticeship program expenses (subject to federal rules) ⓘ saving for higher education expenses ⓘ |
| qualifiedInstitutionType |
eligible colleges and universities
ⓘ
eligible trade schools ⓘ eligible vocational schools ⓘ some international institutions (if federally eligible) ⓘ |
| riskCharacteristic |
investment returns are not guaranteed
ⓘ
principal is not guaranteed ⓘ subject to market risk ⓘ |
| sponsor |
Oregon
ⓘ
surface form:
State of Oregon
|
| state | Oregon ⓘ |
| targetUser | families saving for education in Oregon and nationwide ⓘ |
| taxAdvantaged | true ⓘ |
| withdrawalType |
non-qualified withdrawal
ⓘ
qualified withdrawal ⓘ |
How these facts were elicited
The pipeline generated the facts above by prompting gpt-5.1 with this entity's name + description and the instruction below.
Instruction
You are a knowledge base construction expert. Given a subject entity and a description of it, return factual statements that you know for the subject as a JSON list of dictionaries(triples), where keys must be "subject", "predicate" and "object". The number of facts may be very high, between 25 to 50 or more, for very popular subjects. For less popular subjects, the number of facts can be very low, like 5 or 10. # Requirements - If you don't know the subject at all, return an empty list. - If the subject is not a named entity, return an empty list. - Include at least one triple where predicate is "instanceOf". - Do not get too wordy. - Separate several objects into multiple triples with one object.
Input
Subject: Oregon 529 college savings programs Description of subject: Oregon 529 college savings programs are state-sponsored, tax-advantaged investment plans that help families save and grow funds for future higher education expenses.
Referenced by (6)
Full triples — surface form annotated when it differs from this entity's canonical label.
this entity surface form:
Oregon 529 College Savings Network
Oregon 529 college savings programs
→
brandName
→
Oregon 529 college savings programs
self-linksurface differs
ⓘ
this entity surface form:
Oregon College Savings Plan
this entity surface form:
Oregon 529 College Savings Network
this entity surface form:
Oregon 529 program
this entity surface form:
Oregon 529 College Savings Board