U C RIVERSIDE FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- U C RIVERSIDE FOUNDATION (EIN 23-7433570)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-08
- IRS object ID
- 201911289349301306
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T11:50:02-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S Hope St Suite 1500 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237433570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UC RIVERSIDE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ESSAM ULHAQ | InCareOfNm |
| Business Name Control | UCRI | BusinessNameControlTxt |
| Phone | 9517876389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY AVE 1136 HINDERAKER | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM MCDADE | PersonNm |
| Person Title | VP FINANCE AND CFO | PersonTitleTxt |
| Phone | 9518276293 | PhoneNum |
| Signature | 2019-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY MCKEE | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2019-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95488420191285000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E5B8B957A2AE6FBC7C2F9BFE70C193B66AC8EB5E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C50ADEA132E82CFA03F0E70DAD47461E3E8F4C4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM MCDADE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIV AVE1136 HINDERAKER | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $85,627,856 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://FOUNDATION.UCR.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT EDUCATIONAL, RESEARCH, AND PUBLIC FUNCTIONS AND PROGRAMS OF THE RIVERSIDE CAMPUS OF THE UNIVERSITY OF CALIFORNIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $615 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,532 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,065,759 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,645,251 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,609,789 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,000,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,000 | PYOtherRevenueAmt |
| CY Other Revenue | $248,526 | CYOtherRevenueAmt |
| PY Total Revenue | $20,725,548 | PYTotalRevenueAmt |
| CY Total Revenue | $26,893,838 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,934,679 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,090,355 | 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 | $469,269 | PYOtherExpensesAmt |
| CY Other Expenses | $644,035 | CYOtherExpensesAmt |
| PY Total Expenses | $12,403,948 | PYTotalExpensesAmt |
| CY Total Expenses | $9,734,390 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,321,600 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,159,448 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $171,150,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,826,633 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,726,247 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,059,515 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $167,423,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $180,767,118 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT EDUCATIONAL, RESEARCH AND PUBLIC FUNCTIONS AND PROGRAMS OF THE RIVERSIDE CAMPUS OF THE UNIVERSITY OF CALIFORNIA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,985,244 | ExpenseAmt |
| Grant | $7,985,244 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS, FELLOWSHIPS, AWARDS AND OTHER SUPPORT OF FUNCTIONS AND PROGRAMS OF THE RIVERSIDE CAMPUS OF THE UNIVERSITY OF CALIFORNIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,105,111 | ExpenseAmt |
| Grant | $1,105,111 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION RECEIVES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC RIVERSIDE IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF GIFTS RECEIVED, REFERRED TO AS GIFT FEES, AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES, TO UC RIVERSIDE TO OFFSET THE CAMPUS COSTS OF ADMINISTERING AND CARRYING OUT THE TERMS OF THE ENDOWMENT AND TO HELP SUPPORT COSTS OF THE CAMPUS AND IN PARTICULAR THOSE RELATED TO ADVANCEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,090,355 | 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 | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | 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 | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESSAM ULHAQ | PersonNm |
| Phone | 9518276293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1136 HINDERAKER HALL | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 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 |
|---|---|---|---|---|---|---|---|
| THOMAS HAIDER | |||||||
| IMMEDIATE PAST CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DARIN ANDERSON | |||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT FEY | |||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN ATHERTON | |||||||
| CHAIR-ELECT | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIK ANDERSON | |||||||
| ELECTED MEMBER (AS OF 7/01/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID F BLAKE | |||||||
| ELECTED MEMBER (AS OF 7/01/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ALLISON CAMPBELL | |||||||
| ELECTED MEMBER (AS OF 7/01/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROCHELLE A CAMPBELL | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN CRELLIN | |||||||
| ELECTED MEMBER (AS OF 7/01/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM D DAHLING | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM DEWOLFE | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JO DUTTON | |||||||
| ELECTED MEMBER (AS OF 7/01/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GLEN GRAYMAN | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY GREENLEAF | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRIAN HAWLEY | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| IRVING G HENDRICK | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| S SUE JOHNSON | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY A KLEIN | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HARRY KURANI | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN LARSON | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WING LAU | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN LEONARD | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| XIANGDONG LI | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES LIN | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MATT D LYONS | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| AGENOR MAFRA-NETO | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PAULINE M MCGUIGAN | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CORKY MIZER | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JUDITH POSNIKOFF | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARK RUBIN | |||||||
| ELECTED MEMBER (AS OF 7/01/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARY SCHULER | |||||||
| ELECTED MEMBER (AS OF 7/01/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RONALD W STOVITZ | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CAROL A STRATFORD | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID TSAI | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BRUCE D VARNER | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LINDA WILLIAMS | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE WRIGHT | |||||||
| ELECTED MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KEN NOLLER | |||||||
| EX-OFFICIO TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE RANSOM McKENZIE | |||||||
| EX-OFFICIO TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KIM A WILCOX | |||||||
| EX-OFFICIO TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PETER A HAYASHIDA | |||||||
| PRESIDENT | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HIEU NGUYEN | |||||||
| EXECUTIVE VP | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAN WILDMAN | |||||||
| VP FINANCE AND CFO | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA D KOHLMEIER | |||||||
| SECRETARY | 36.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MELISA VICARIO | |||||||
| ASSOCIATE TREASURER | 36.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRAYSTONE CONSULTING | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 AVENUE OF THE STARS SUITE 240 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $348,202 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,645,251 | AllOtherContributionsAmt |
| Noncash Contributions | $2,177,193 | NoncashContributionsAmt |
| Total Contributions | $11,645,251 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,525,395 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$53 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,525,448 | 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 | $70,208,684 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,734,018 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,474,666 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,474,666 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $668 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,473,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $248,526 | TotalRevenueColumnAmt |
| Exclusion | $248,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $248,526 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,893,838 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,247,972 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,090,355 | TotalAmt |
| Program Services | $9,090,355 | 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 | $15,350 | TotalAmt |
| Management And General | $15,350 | ManagementAndGeneralAmt |
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 | $470,258 | TotalAmt |
| Management And General | $470,258 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,298 | TotalAmt |
| Management And General | $75,298 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,260 | TotalAmt |
| Management And General | $24,260 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651 | TotalAmt |
| Management And General | $651 | ManagementAndGeneralAmt |
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 | $36,556 | TotalAmt |
| Management And General | $36,556 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Trust Property Taxes | $21,437 | $21,437 |
| OTHER EXPENSES | $225 | $225 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,734,390 | TotalAmt |
| Program Services | $9,090,355 | ProgramServicesAmt |
| Management And General | $644,035 | 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 | $813,934 | BOYAmt |
| EOY | $282,068 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,404,418 | BOYAmt |
| EOY | $9,788,796 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,122,586 | BOYAmt |
| EOY | $2,916,973 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,150,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,150,000 | BOYAmt |
| EOY | $3,150,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,333,878 | BOYAmt |
| EOY | $147,231,274 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,276,339 | BOYAmt |
| EOY | $23,413,404 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $48,921 | BOYAmt |
| EOY | $44,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,150,076 | BOYAmt |
| EOY | $186,826,633 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,899 | BOYAmt |
| EOY | $1,613,303 | 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 | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $1,902,348 | BOYAmt |
| EOY | $4,446,212 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,726,247 | BOYAmt |
| EOY | $6,059,515 | 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 | $167,423,829 | BOYAmt |
| EOY | $180,767,118 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,423,829 | BOYAmt |
| EOY | $180,767,118 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,150,076 | BOYAmt |
| EOY | $186,826,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,159,448 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,239,303 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,595,209 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $18,353 | 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 | $9,777,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,241,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,188,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,056,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,645,251 | CurrentTaxYearAmt |
| Total | $56,910,602 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,777,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,241,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,188,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,056,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,645,251 | CurrentTaxYearAmt |
| Total | $56,910,602 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,211,449 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,699,153 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,942,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,115,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,420,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,622,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,525,395 | CurrentTaxYearAmt |
| Total | $17,625,291 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,526 | CurrentTaxYearAmt |
| Total | $308,726 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,844,619 | TotalSupportAmt |
| Public Support CY170 | 0.49034 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60066 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $157,642,758 | BeginningYearBalanceAmt |
| Contributions | $7,300,839 | ContributionsAmt |
| Investment Earnings Or Losses | $13,738,306 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,029,895 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,071,954 | OtherExpendituresAmt |
| Administrative Expenses | $470,329 | AdministrativeExpensesAmt |
| End Year Balance | $172,109,725 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $129,801,301 | BeginningYearBalanceAmt |
| Contributions | $9,498,927 | ContributionsAmt |
| Investment Earnings Or Losses | $25,024,368 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,228,665 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,116,392 | OtherExpendituresAmt |
| Administrative Expenses | $336,781 | AdministrativeExpensesAmt |
| End Year Balance | $157,642,758 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $133,266,420 | BeginningYearBalanceAmt |
| Contributions | $8,799,682 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,525,748 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,304,208 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,033,866 | OtherExpendituresAmt |
| Administrative Expenses | $400,979 | AdministrativeExpensesAmt |
| End Year Balance | $129,801,301 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $132,775,221 | BeginningYearBalanceAmt |
| Contributions | $4,408,776 | ContributionsAmt |
| Investment Earnings Or Losses | $988,743 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,885,069 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $21,251 | AdministrativeExpensesAmt |
| End Year Balance | $133,266,420 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,291,601 | BeginningYearBalanceAmt |
| Contributions | $9,332,768 | ContributionsAmt |
| Investment Earnings Or Losses | $19,969,141 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,837,379 | GrantsOrScholarshipsAmt |
| Other Expenditures | $863,548 | OtherExpendituresAmt |
| Administrative Expenses | $117,362 | AdministrativeExpensesAmt |
| End Year Balance | $132,775,221 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06390 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61012 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32599 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,150,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $3,150,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,150,000 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $3,770,263 | F |
| ABSOLUTE RETURN & HEDGE FUNDS | $15,243,125 | F |
| NON U.S. EQUITY FUNDS | $632,717 | F |
| U.S. BOND FUNDS | $1,508,314 | F |
| U.S. EQUITY FUNDS | $2,258,985 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,413,404 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES LIFE BENEFICIARIES | $1,793,291 |
| DEFERRED INFLOWS-SPLIT INTERES | $2,652,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,446,212 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $25,202,630 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,239,303 | NetUnrealizedGainsInvstAmt |
| Recoveries Prior Year Grants | $18,353 | RecoveriesPriorYearGrantsAmt |
| Revenue Not Reported | -$1,220,950 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,423,580 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $470,258 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $470,258 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,893,838 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,264,132 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $9,264,132 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $470,258 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $470,258 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,734,390 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | INTENDED USE OF ENDOWMENT FUNDS | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS THE FOUNDATION'S ENDOWMENTS PROVIDE FINANCIAL SUPPORT FOR VARIOUS UC RIVERSIDE SCHOOLS AND PROGRAMS, INCLUDING RESEARCH, STUDENT SCHOLARSHIPS AND FELLOWSHIPS, INSTRUCTIONAL SUPPORT, EQUIPMENT PURCHASES, CAPITAL IMPROVEMENTS AND EDUCATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENTS OF THE UNIV OF CA RIVERSIDE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY AVENUE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 956006142 | RecipientEIN |
| IRC Section | STATE OF CA | IRCSectionDesc |
| Cash Grant | $9,090,355 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | SUPPORT UNIV. PROG. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE I, PART I, LINE 2 THE UC RIVERSIDE FOUNDATION IS THE PRIMARY DEPOSITORY OF DONATIONS RECEIVED TO SUPPORT UC RIVERSIDE. GIFTS PROCESSED BY THE UC RIVERSIDE FOUNDATION INCLUDE 100% TAX DEDUCTIBLE DONATIONS PLUS MEMBERSHIP AND SPECIAL EVENTS PROCEEDS IN WHICH A PORTION OF THE CONTRIBUTIONS RECEIVED MAY INCLUDE QUID PRO QUO ITEMS. CONTRIBUTIONS AS NOTED ABOVE ARE TRANSFERRED TO THE UC RIVERSIDE CAMPUS AS GRANTS. THE CAMPUS USES THE GRANTS TO MAKE DISTRIBUTIONS FOR THE PURPOSE THE CONTRIBUTIONS WERE GIVEN AND IN COMPLIANCE WITH UNIVERSITY OF CALIFORNIA POLICIES. THESE DISTRIBUTIONS ARE FOR SCHOLARSHIPS AND FELLOWSHIPS, RESEARCH, SPECIAL EVENTS COSTS, OTHER PROGRAM COSTS, ETC. ENDOWMENT SPENDING PROVIDED FROM THE UC RIVERSIDE FOUNDATION'S ENDOWMENT IS GRANTED TO THE UC RIVERSIDE CAMPUS AND IS EXPENDED BY THE CAMPUS IN THE SAME MANNER. ALL SUCH EXPENDITURES OF THE GIFT FUNDS ARE INCURRED BY THE CAMPUS WITHIN THE UNIVERSITY'S ACCOUNTING SYSTEM AND ARE NOT REFLECTED ON THE FOUNDATION'S ACCOUNTING RECORDS. | 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 | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,177,193 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG PRICE DTN DATE | 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 | |
| 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 | NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, PART I, COLUMN (B), LINE 9 THE NUMBER OF CONTRIBUTIONS REPORTED IS BASED ON THE NUMBER OF DONATIONS RECEIVED FROM CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DISCLOSURE FOR POLICIES | FORM 990, PART VI, SECTION B THE UC RIVERSIDE FOUNDATION IS REQUIRED TO COMPLY WITH THE POLICIES OF THE UNIVERSITY OF CALIFORNIA. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE FOUNDATION'S BOARD OF TRUSTEES. DURING THE REVIEW THE COMMITTEE MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS OF THE FOUNDATION'S ACCOUNTING STAFF AND/OR THE ACCOUNTING FIRM PREPARING THE RETURN. A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD BEFORE IT IS FILED. |
| MONITORING CONFLICTS OF INTEREST | FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - THE UC RIVERSIDE FOUNDATION HAS A CONFLICT OF INTEREST STATEMENT WHICH MUST BE COMPLETED BY BOARD MEMBERS, OFFICERS AND STAFF MEMBERS IN DECISION-MAKING ROLES ANNUALLY. THE CONFLICT OF INTEREST STATEMENT IS AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT. THE ANNUAL STATEMENTS ARE REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER WHO MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST. ANY POTENTIAL OR ACTUAL CONFLICTS ARE DISCLOSED TO THE CHAIR OF THE BOARD OF TRUSTEES IN ORDER TO ADDRESS THEM APPROPRIATELY. A DETERMINATION IS THEN MADE TO: (A)TAKE NO ACTION; (B)ASSURE FULL DISCLOSURE TO THE BOARD OF TRUSTEES AND OTHER INDIVIDUALS COVERED BY THE POLICY; (C)ASK THE MEMBER OR STAFF PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS; OR (D)ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION ON THE BOARD OR IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL. |
| PUBLICLY REQUIRED INFORMATION | FORM 990, PART VI, SECTION B, LINE 18 THE UC RIVERSIDE FOUNDATION POSTS ITS FORM 990 ON ITS WEBSITE. IT MAKES AVAILABLE ITS FORM 1023 APPLICATION AND ITS FORM 990-T UPON REQUEST. |
| OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE | FORM 990, PART VI, SECTION C, LINE 19 ARTICLES OF INCORPORATION, BYLAWS, FINANCIAL STATEMENTS AND THE CONFLICT OF THE INTEREST POLICY STATEMENT ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 9 ADJUSTMENT FOR PRIOR YEAR RETURNED GRANTS 18,353 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST (5) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCRF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | 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 | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | 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 | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | 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 |