U C SAN DIEGO FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- U C SAN DIEGO FOUNDATION (EIN 95-2872494)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-04
- IRS object ID
- 202020359349301027
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-04T11:28:46-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE EMBARCADERO CENTER | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952872494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UC SAN DIEGO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % M SHAVER | InCareOfNm |
| Business Name Control | UCSA | BusinessNameControlTxt |
| Phone | 8585341032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 GILMAN DRIVE 0940 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920930940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLENE D SHAVER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8585341032 | PhoneNum |
| Signature | 2020-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA R MCREYNOLDS | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 4154985000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.83.136.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04363820200355000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-02-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6CFBC1E470B119DB9F0B0C745D98B714AAF1A9A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6CFBC1E470B119DB9F0B0C745D98B714AAF1A9A1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARLENE D SHAVER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 GILMAN DRIVE 0940 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920930940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $522,569,406 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FOUNDATION.UCSD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVOCATE AND RAISE PRIVATE SUPPORT FOR THE UNIVERSITY OF CALIFORNIA SAN DIEGO, FOR THE PURPOSE OF ITS RESEARCH, TEACHING AND PUBLIC SERVICE MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $45,972 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $201,956,787 | PYContributionsGrantsAmt |
| CY Contributions Grants | $89,406,173 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $69,457 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,285 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,161,333 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,399,549 | CYInvestmentIncomeAmt |
| PY Other Revenue | $478,852 | PYOtherRevenueAmt |
| CY Other Revenue | $447,692 | CYOtherRevenueAmt |
| PY Total Revenue | $225,666,429 | PYTotalRevenueAmt |
| CY Total Revenue | $140,303,699 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $99,774,368 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $107,944,252 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,752,140 | PYOtherExpensesAmt |
| CY Other Expenses | $1,669,240 | CYOtherExpensesAmt |
| PY Total Expenses | $101,526,508 | PYTotalExpensesAmt |
| CY Total Expenses | $109,613,492 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $124,139,921 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,690,207 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,067,262,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,116,362,634 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,237,136 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,538,414 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $997,025,322 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,037,824,220 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UC SAN DIEGO FOUNDATION IS TO ADVOCATE AND RAISE PRIVATE SUPPORT FOR THE UNIVERSITY OF CALIFORNIA SAN DIEGO, FOR THE PURPOSE OF ITS RESEARCH, TEACHING AND PUBLIC SERVICE MISSION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $101,395,006 | ExpenseAmt |
| Grant | $101,395,006 | GrantAmt |
| Desc | GRANTS IN SUPPORT OF PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, SAN DIEGO: $5,733,555 FOR CAPITAL PROJECT CONSTRUCTION, $41,488,740 FOR GENERAL DEPARTMENT SUPPORT, $43,389,449 FOR RESEARCH RELATED FACULTY SUPPORT, $10,783,263 FOR STUDENT AID. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,549,246 | ExpenseAmt |
| Grant | $6,549,246 | GrantAmt |
| Desc | INVESTMENT EARNINGS PROVIDED TO SUPPORT UC SAN DIEGO FOUNDATION'S OPERATING COSTS, AS WELL AS OTHER FUNDRAISING COSTS, BOTH INCURRED BY THE CAMPUS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $50,285 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $107,944,252 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | MX | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M SHAVER | PersonNm |
| Phone | 8585341032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 GILMAN DR MC 0940 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920930940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| C CHANG | ||||||||
| CHAIR | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| P PREUSS | ||||||||
| IMMEDIATE PAST CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| S HART | ||||||||
| CHAIR-ELECT | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J SILBERMAN | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| P KHOSLA | ||||||||
| CHANCELLOR & PRESIDENT | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $473,358 | $123,316 | |
| J BELK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| D BINGHAM | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| L BLACK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M BOEHM | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M BRUTTEN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| A CHEDRICK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| R DYNES | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| P EPSTEIN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M FARRELL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M GLEIBERMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| R HERTZBERG | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| S JHA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M KATZ | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J KNIGHT | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| K KRONER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| W KWOK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| S LEW | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| S LIZERBRAM | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J MALANA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| D MARCHICK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| R MARREN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M NEWSOME | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| T NOVA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| P PALISOUL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| G PAPADOPOULOS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M PETERSON | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| B POWERS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| A REED | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| U SCHAEDE | ||||||||
| TRUSTEE | 1.0 | 39.0 | Yes (X) | $0 | $221,973 | $44,415 | ||
| W SCRIPPS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| D SENYEI | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| P SHAH | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| K SO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| L SPIEGEL | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J SWARTZ | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| S TIMMONS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| V VILAPLANA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| M CRUZ | ||||||||
| INTERIM VICE PRESIDENT | 10.0 | 30.0 | Yes (X) | $0 | $245,791 | $81,239 | ||
| D HUNSINGER | ||||||||
| VICE PRESIDENT | 10.0 | 30.0 | Yes (X) | $0 | $267,711 | $69,872 | ||
| J FORD-KEANE | ||||||||
| FORMER VICE PRESIDENT | 10.0 | 30.0 | Yes (X) | $0 | $285,585 | $59,945 | ||
| M SHAVER | ||||||||
| CHIEF FINANCIAL OFFICER | 30.0 | 10.0 | Yes (X) | $0 | $248,844 | $63,868 | ||
| J BOND | ||||||||
| CORPORATE SECRETARY | 40.0 | 0.0 | Yes (X) | $0 | $84,237 | $27,896 | ||
| K SYKES | ||||||||
| CONTROLLER | 40.0 | 0.0 | $0 | $104,345 | $64,744 | Yes (X) | ||
| V BAYTCHEV | ||||||||
| INVESTMENT OPERATIONS MANAGER | 40.0 | 0.0 | $0 | $113,182 | $27,029 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,045,026 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $562,324 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Verus | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Third Avenue Suite 4200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT COUNSELOR | ServicesDesc |
| Compensation | $272,917 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,635,605 | FundraisingAmt |
| All Other Contributions | $87,770,568 | AllOtherContributionsAmt |
| Noncash Contributions | $6,790,746 | NoncashContributionsAmt |
| Total Contributions | $89,406,173 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $50,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,285 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,285 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,756,090 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $45,972 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,710,118 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $420,909,166 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $382,265,707 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,643,459 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,643,459 | TotalRevenueColumnAmt |
| Exclusion | $38,643,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $420,067 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,635,605 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,067 | TotalRevenueColumnAmt |
| Exclusion | $420,067 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $27,625 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,625 | TotalRevenueColumnAmt |
| Exclusion | $27,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,303,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,285 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $45,972 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,801,269 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,944,252 | TotalAmt |
| Program Services | $107,944,252 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BANK CHARGES | $144,629 | $144,629 |
| INVESTMENT FEES | $1,516,638 | $1,516,638 |
| OTHER EXPENSES | $7,973 | $7,973 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,613,492 | TotalAmt |
| Program Services | $107,944,252 | ProgramServicesAmt |
| Management And General | $1,669,240 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,458 | BOYAmt |
| EOY | $1,044,997 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,778,765 | BOYAmt |
| EOY | $85,103,647 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,750,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,426,920 | BOYAmt |
| EOY | $236,549,860 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,835,782 | BOYAmt |
| EOY | $726,499,990 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,187 | BOYAmt |
| EOY | $1,165,185 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,286,346 | BOYAmt |
| EOY | $60,248,955 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,262,458 | BOYAmt |
| EOY | $1,116,362,634 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,284 | BOYAmt |
| EOY | $711,243 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,027,521 | BOYAmt |
| EOY | $14,450,651 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,588,331 | BOYAmt |
| EOY | $63,376,520 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,237,136 | BOYAmt |
| EOY | $78,538,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,025,322 | BOYAmt |
| EOY | $1,037,824,220 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,025,322 | BOYAmt |
| EOY | $1,037,824,220 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,262,458 | BOYAmt |
| EOY | $1,116,362,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $30,690,207 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,110,676 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,985 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,276,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,223,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,051,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,956,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,406,173 | CurrentTaxYearAmt |
| Total | $617,915,070 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $977,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,134,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,173,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,438,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,409,992 | CurrentTaxYearAmt |
| Total | $6,133,413 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,253,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,358,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,225,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $203,394,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,816,165 | CurrentTaxYearAmt |
| Total | $624,048,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,246,551 | SubstantialContributorsTotAmt |
| Public Support Total170 | $592,801,932 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,807,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,581,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,003,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,617,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,731,172 | CurrentTaxYearAmt |
| Total | $46,740,937 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$21,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$34,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$88,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,931 | CurrentTaxYearAmt |
| Total | -$118,433 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $724,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $713,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $560,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $467,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $447,692 | CurrentTaxYearAmt |
| Total | $2,913,310 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $673,584,297 | TotalSupportAmt |
| Public Support CY170 | 0.88007 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86709 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $765,319,881 | BeginningYearBalanceAmt |
| Contributions | $34,531,188 | ContributionsAmt |
| Investment Earnings Or Losses | $52,187,489 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,472,556 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,185 | AdministrativeExpensesAmt |
| End Year Balance | $820,562,817 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $645,783,767 | BeginningYearBalanceAmt |
| Contributions | $96,716,969 | ContributionsAmt |
| Investment Earnings Or Losses | $49,574,128 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,735,581 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $19,402 | AdministrativeExpensesAmt |
| End Year Balance | $765,319,881 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $557,926,655 | BeginningYearBalanceAmt |
| Contributions | $34,283,949 | ContributionsAmt |
| Investment Earnings Or Losses | $75,666,857 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,089,824 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,870 | AdministrativeExpensesAmt |
| End Year Balance | $645,783,767 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $569,369,349 | BeginningYearBalanceAmt |
| Contributions | $22,848,091 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,177,745 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,090,057 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $22,983 | AdministrativeExpensesAmt |
| End Year Balance | $557,926,655 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $533,982,390 | BeginningYearBalanceAmt |
| Contributions | $34,201,716 | ContributionsAmt |
| Investment Earnings Or Losses | $19,710,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,516,586 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,642 | AdministrativeExpensesAmt |
| End Year Balance | $569,369,349 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BALANCED INVESTMENT FUNDS | $502,354,507 | F |
| SHORT TERM INVESTMENTS | $123,596,170 | F |
| OTHER EAFE INDEX FUNDS | $62,983,348 | F |
| ALTERNATIVE INVESTMENT FUNDS | $26,725,709 | F |
| REAL ESTATE INVESTMENT FUNDS | $10,840,256 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $726,499,990 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $213,063 |
| BENEFICIAL INTEREST | $60,035,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $60,248,955 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INFLOWS | Desc |
| Amt | $63,376,520 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $63,376,520 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $150,412,390 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,110,676 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,985 | OtherRevenueAmt |
| Revenue Not Reported | $10,108,691 | RevenueNotReportedAmt |
| Revenue Subtotal | $140,303,699 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $140,303,699 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $109,613,492 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $109,613,492 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $109,613,492 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B | EXPLANATION OF ESCROW ACCOUNT LIABILITY THE FOUNDATION ACTS AS TRUSTEE FOR VARIOUS CHARITABLE REMAINDER TRUSTS AND ISSUES GIFT ANNUITIES UNDER ITS CHARITABLE GIFT ANNUITY LICENSE WITH THE STATE OF CALIFORNIA DEPARTMENT OF INSURANCE. THE FOUNDATION ALSO HAS AN AGENCY RELATIONSHIP WITH BOTH THE UC SAN DIEGO ALUMNI ASSOCIATION AND THE SANFORD CONSORTIUM FOR REGENERATIVE MEDICINE TO HOLD AND INVEST FUNDS. BOTH ORGANIZATIONS ARE RELATED TO UC SAN DIEGO. |
| PART V, LINE 4 | INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE PAYOUT PROVIDED BY THE FOUNDATION'S ENDOWMENT FUNDS IS GRANTED TO THE UNIVERSITY OF CALIFORNIA, SAN DIEGO IN ACCORDANCE WITH DONOR RESTRICTIONS, FOR USE IN SUPPORT OF ITS PROGRAMS, AS NOTED IN PART III OF THE 990. |
| PART XI LINE 2D | REVENUE ON BOOK NOT ON RETURN CHANGE IN SURRENDER VALUE OF LIFE INSURANCE CONTRACTS $(1,985) |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| North America | Investments | $684,702 |
| Central America and the Caribbean | Investments | $21,518,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $22,203,022 | SubtotalSpentAmt |
| Total Spent | $22,203,022 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SEE SCHEDULE O | Event1Nm |
| Gross Receipts Event1 | $2,055,672 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,635,605 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $420,067 | GrossRevenueEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $2,055,672 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,635,605 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $420,067 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $420,067 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $27,625 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $27,625 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $27,625 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | false | LicensedInd |
| Explanation If No | See part IV | ExplanationIfNoTxt |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | Marlene Shaver | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 Gilman Dr Suite 0940 | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920930940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | Yes (true) | CharitableDistributionRqrInd |
| Distributed | $27,625 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 9B | EXPLANATION FOR OPERATING GAMING ACTIVITIES W/O A LIC THE STATE OF CALIFORNIA PERMITS CHARITABLE RAFFLES CONDUCTED BY REGISTERED CHARITIES. THE FOUNDATION IS A REGISTERED CHARITY WITH THE STATE OF CALIFORNIA FOR PURPOSE OF CONDUCTING RAFFLES. |
| PART III, LINE 17B | DISTRIBUTIONS REQUIRED UNDER STATE LAW: CALIFORNIA - $27,625.00 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | 956006144 | 501(c)(3) | $107,869,972 | N/A | N/A | SUPPORT UNIV. PROG. |
| THEATER & ARTS FOUNDATION OF SAN DIEGO | |||||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | 951941117 | 501(c)(3) | $74,280 | N/A | N/A | SUPPORT OF PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION TRANSFERS MONIES TO UC SAN DIEGO, WHICH ASSUMES FIDUCIARY RESPONSIBILITY FOR ACTUAL DISBURSEMENT. SEE SCHEDULE O, PART IX, LINE 1 FOR FURTHER DETAILS. THE FOUNDATION ALSO TRANSFERS MONIES TO THE THEATER & ARTS FOUNDATION OF SAN DIEGO COUNTY DBA LA JOLLA PLAYHOUSE FROM AN ENDOWMENT HELD FOR THE BENEFIT OF JOINT PROGRAMS OF UC SAN DIEGO AND THE LA JOLLA PLAYHOUSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P KHOSLA | ||||||||||||||
| CHANCELLOR & PRESIDENT | $0 | $458,106 | $0 | $0 | $0 | $15,252 | $0 | $87,507 | $0 | $35,809 | $0 | $596,674 | $0 | $0 |
| M CRUZ | ||||||||||||||
| INTERIM VICE PRESIDENT | $0 | $240,791 | $0 | $5,000 | $0 | $0 | $0 | $54,411 | $0 | $26,828 | $0 | $327,030 | $0 | $0 |
| D HUNSINGER | ||||||||||||||
| VICE PRESIDENT | $0 | $262,711 | $0 | $5,000 | $0 | $0 | $0 | $56,156 | $0 | $13,716 | $0 | $337,583 | $0 | $0 |
| J FORD-KEANE | ||||||||||||||
| FORMER VICE PRESIDENT | $0 | $246,125 | $0 | $0 | $0 | $39,460 | $0 | $47,145 | $0 | $12,800 | $0 | $345,530 | $0 | $0 |
| M SHAVER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $243,844 | $0 | $5,000 | $0 | $0 | $0 | $54,030 | $0 | $9,838 | $0 | $312,712 | $0 | $0 |
| U SCHAEDE | ||||||||||||||
| TRUSTEE | $0 | $221,533 | $0 | $0 | $0 | $440 | $0 | $35,459 | $0 | $8,956 | $0 | $266,388 | $0 | $0 |
| K SYKES | ||||||||||||||
| CONTROLLER | $0 | $99,345 | $0 | $5,000 | $0 | $0 | $0 | $25,051 | $0 | $39,693 | $0 | $169,089 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III - ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | COMPENSATION FROM RELATED ORGANIZATIONS: ALL UC SAN DIEGO FOUNDATION STAFF ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA AND RECEIVE SALARY AND BENEFITS FROM THE UNIVERSITY. COMPENSATION DECISIONS FOR ALL EMPLOYEES ARE MADE BY THE UNIVERSITY OF CALIFORNIA FOLLOWING THE UNIVERSITY'S ESTABLISHED POLICIES. ALL COMPENSATED INDIVIDUALS LISTED IN PART VII OF THE FORM 990 ARE FULL TIME EMPLOYEES OF THE UNIVERSITY. PART I QUESTIONS REGARDING COMPENSATION ALL COMPENSATION AND BENEFITS OF ALL UNIVERSITY OF CALIFORNIA PERSONNEL, INCLUDING THOSE PERFORMING UC SAN DIEGO FOUNDATION RELATED WORK ARE DETERMINED BY WRITTEN UNIVERSITY OF CALIFORNIA AND UC SAN DIEGO CAMPUS POLICIES. ALL EXPENDITURES, REIMBURSEMENTS AND OTHER PAYMENTS ARE INCURRED BY THE CAMPUS AND NOT BY THE FOUNDATION DIRECTLY, PURSUANT TO WRITTEN POLICIES. LINE 1A: UNIVERSITY OF CALIFORNIA AND UC SAN DIEGO POLICIES DO NOT PERMIT THE ITEMS LISTED IN 1A TO BE PAID UNLESS BY A SPECIFIC EXCEPTION PROCESS. HOUSING IS PROVIDED BY THE UC SAN DIEGO CAMPUS FOR CHANCELLORS. LINE 2: BY UNIVERSITY OF CALIFORNIA/UC SAN DIEGO POLICY ALL EXPENSE REIMBURSEMENTS TO ANY EMPLOYEE, OFFICER OR DIRECTOR MUST BE SUBSTANTIATED. LINE 3: THE COMPENSATION OF THE FOUNDATION PRESIDENT IS DETERMINED BY UNIVERSITY OF CALIFORNIA POLICY AND BY THE APPROVAL OF THE REGENTS, AS NECESSARY. LINE 4: NO ONE LISTED ON FORM 990, PART VII, SECTION A RECEIVED ANY OF THE PAYMENTS LISTED IN LINE 4A-C. LINES 5, 6, 7: COMPENSATION IS NOT PAID BY UC SAN DIEGO BASED ON REVENUE OR NET EARNINGS OF EITHER THE FOUNDATION OR THE CAMPUS IN ANY MANNER. LINE 8: UNIVERSITY OF CALIFORNIA/UC SAN DIEGO DO NOT MAKE PAYMENTS RELATED TO THIS REGULATION SECTION. IT IS A CONDITION OF EMPLOYMENT THAT CHANCELLORS LIVE IN UNIVERSITY OWNED OR PROVIDED HOUSING. THE VALUE OF THE CHANCELLOR'S HOUSING IS NOT INCLUDED AS A PART OF TAXABLE COMPENSATION. PART II - OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES SEE ADDITIONAL SUPPLEMENTAL INFORMATION REGARDING COMPENSATION ON SCHEDULE O. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 71 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,146,326 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Raffle/Auction | 27 | $5,986 | ESTIMATED FMV |
| Yes (X) | Planned Gift | 4 | $638,434 | Maturity Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS IS BASED ON THE SPECIFIC NUMBER OF DONATIONS RECEIVED FROM CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III | EXPLANATORY INFORMATION RELATED TO UCSD FOUNDATION STRUCTURE THE UC SAN DIEGO FOUNDATION IS ORGANIZED AND OPERATED SOLELY FOR THE SUPPORT OF THE UNIVERSITY OF CALIFORNIA, SAN DIEGO CAMPUS. EMPLOYEES, SALARY AND BENEFITS: ALL COMPENSATION REPORTED IN THE FORM 990 AND SUPPORTING SCHEDULES IS ON A CALENDAR YEAR BASIS PURSUANT TO THE INSTRUCTIONS TO FORM 990. ALL UC SAN DIEGO FOUNDATION STAFF ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA AND RECEIVE SALARY AND BENEFITS FROM THE UNIVERSITY. COMPENSATION DECISIONS FOR ALL EMPLOYEES ARE MADE BY THE UNIVERSITY OF CALIFORNIA FOLLOWING THE UNIVERSITY'S ESTABLISHED POLICIES. ALL COMPENSATED INDIVIDUALS LISTED IN PART VII OF THE FORM 990 ARE FULL TIME EMPLOYEES OF THE UNIVERSITY. THE HOURS DISCLOSED ARE THE ESTIMATED HOURS THE EMPLOYEE SPENDS SOLELY ON FOUNDATION BUSINESS. UC SAN DIEGO FOUNDATION EMPLOYEES ARE ALSO ELIGIBLE TO PARTICIPATE IN THE UC RETIREMENT 403(B) AND 457(B) PLANS WHICH ARE MANAGED BY THE REGENTS OF THE UNIVERSITY OF CALIFORNIA. |
| FORM 990, PART III, LINE 4B AND PART IX, LINE 24D | OPERATING EXPENSES THE TOTAL UC SAN DIEGO FOUNDATION OPERATING COSTS, INCLUDING IMPUTED FACILITY COSTS, ARE SHOWN ON SCHEDULE A PART II SECTION A LINE 3. THE UC SAN DIEGO FOUNDATION'S OPERATING COSTS, SPACE AND FACILITY NEEDS ARE PROVIDED BY THE UC SAN DIEGO CAMPUS, AS ITS PRIMARY SUPPORTING ORGANIZATION IN COMPLIANCE WITH UNIVERSITY OF CALIFORNIA POLICY. THE FOUNDATION HAS AN AGREEMENT WITH THE CAMPUS TO ENSURE THAT THE CAMPUS HAS RESOURCES TO PROVIDE FOR THE FOUNDATION'S OPERATING COSTS. THE FOUNDATION GRANTS THE INVESTMENT INCOME FROM ITS CURRENT USE FUNDS TO THE CAMPUS ANNUALLY FOR THIS PURPOSE. ANY EXCESS INCOME IS USED BY THE CAMPUS TO COVER OTHER FUNDRAISING COSTS. FORM 990, PART III, LINE 4C MEMBERSHIP INCOME MEMBERSHIP INCOME TO BENEFIT UC SAN DIEGO. |
| FORM 990, PART VI, LINE 1B | NON INDEPENDENT BOARD MEMBERS R. DYNES, FORMER CHANCELLOR OF UC SAN DIEGO, HAS A CONTINUING DIRECT RELATIONSHIP WITH UC SAN DIEGO. HE IS PRESIDENT EMERITUS OF THE UNIVERSITY OF CALIFORNIA SYSTEM AND SERVES AS A PROFESSOR EMERITUS OF PHYSICS AT UC SAN DIEGO. HE IS NOT COMPENSATED FOR ANY SERVICES PROVIDED TO UC SAN DIEGO OR THE UC SAN DIEGO FOUNDATION. |
| FORM 990, PART VI, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE OF THE FOUNDATION'S BOARD. DURING SUCH REVIEW, THE COMMITTEE HAD THE OPPORTUNITY TO ASK QUESTIONS OF ACCOUNTING STAFF AND THE ACCOUNTING FIRM PREPARING THE RETURN. THE FORM 990 WAS THEN PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C | EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS THE UC SAN DIEGO FOUNDATION REQUIRES A CONFLICT OF INTEREST CERTIFICATION FORM FROM EACH TRUSTEE ANNUALLY WHICH DISCLOSES POTENTIAL CONFLICTS OF LACK THEREOF. THE REPLIES ARE REVIEWED BY THE CORPORATE SECRETARY AND CHIEF FINANCIAL OFFICER. IF A CONFLICT DOES EXIST, THE IMPACTED TRUSTEE RECUSES THEMSELVES FROM VOTING ON THAT MATTER. CHAIR C. CHANG'S SPOUSE IS A UCSD EMPLOYEE. TRUSTEE D. MARCHICK WORKS FOR A COMPANY THAT OWNS A MINORITY STAKE IN A MUTUAL FUND THAT UC SAN DIEGO FOUNDATION IS INVESTED IN. |
| FORM 990, PART VI, LINE 19 | OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE FINANCIAL STATEMENTS, ARTICLES OF INCORPORATION, BYLAWS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART VIII, LINE 1 | CONTRIBUTION REVENUE THE UC SAN DIEGO FOUNDATION SOLICITS GIFTS IN CONJUNCTION WITH THE DEVELOPMENT OFFICE OF THE UC SAN DIEGO CAMPUS, ITS FACULTY, AND ITS VOLUNTEERS. THE UC SAN DIEGO FOUNDATION IS THE PRIMARY RECIPIENT OF DONATIONS RECEIVED TO SUPPORT UC SAN DIEGO. GIFTS PROCESSED BY THE UC SAN DIEGO FOUNDATION INCLUDE 100% TAX DEDUCTIBLE DONATIONS PLUS MEMBERSHIP AND SPECIAL EVENT PROCEEDS IN WHICH A PORTION OF THE CONTRIBUTIONS RECEIVED MAY INCLUDE QUID PRO QUO ITEMS. THE FOUNDATION DISCLOSES THE VALUE OF ANY BENEFITS RETURNED TO DONORS FOR THEIR CONTRIBUTIONS BOTH AT THE TIME OF SOLICITATION AND ON THE WRITTEN ACKNOWLEDGEMENT. |
| FORM 990, PART IX, LINE 1 | GRANTS TO CAMPUS PER UNIVERSITY OF CALIFORNIA SYSTEM WIDE POLICIES, CONTRIBUTIONS AND ENDOWMENT PAYOUT RECEIVED BY CAMPUS FOUNDATIONS MUST BE EXPENDED FOR THE PURPOSE GIVEN DIRECTLY BY THE CAMPUS AND NOT BY THE CAMPUS FOUNDATION. ACCORDINGLY, CONTRIBUTIONS AND ENDOWMENT PAYOUT ARE TRANSFERRED TO THE UC SAN DIEGO CAMPUS AS GRANTS, WHEN REQUESTED BY THE BENEFITING CAMPUS UNIT, OR BY THE LA JOLLA PLAYHOUSE FOR ITS JOINT PROGRAMS WITH UC SAN DIEGO. THE CAMPUS THEN EXPENDS THE FUNDS FOR THE PURPOSES THE GIFTS WERE GIVEN, SUCH AS SCHOLARSHIPS AND FELLOWSHIPS, RESEARCH, SPECIAL EVENT COSTS, ETC. THEREFORE, ALL EXPENDITURES OF GIFT FUNDS ARE INCURRED BY THE CAMPUS WITHIN THE UNIVERSITY'S ACCOUNTING SYSTEM AND ARE NOT REFLECTED ON THE FOUNDATION'S ACCOUNTING RECORD. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS CHANGE IN SURRENDER VALUE OF LIFE INSURANCE CONTRACTS $(1,985) ---------- TOTAL $(1,985) |
| SCHEDULE G, PART II, (A) | SPECIAL EVENTS SPECIAL EVENTS CONDUCTED TO BENEFIT UC SAN DIEGO. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIV OF CA AT SAN DIEGO | ||||||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | 956006144 | EDUCATION | CA | 501(C)(3) | 6 | STATE OF CA | false |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | 943067788 | EDUCATION | CA | STATE OF CA | false | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (7) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 GILMAN DR MC0940 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920930940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (true) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments