2018-03-29T13:19:44-05:00 2017-06-30 PRICEWATERHOUSECOOPERS LLP THREE EMBARCADERO CENTER SAN FRANCISCO CA 94111 990 2016-07-01 952872494 UC SAN DIEGO FOUNDATION % M SHAVER UCSA 8585341032 9500 GILMAN DRIVE 0940 LA JOLLA CA 920930940 MARLENE D SHAVER CFO 8585341032 2018-03-19 true MATTHEW PETROSKI P00853132 4154985000 40.83.136.209 04363820180885000007 2018-03-29 P DE22965B7F5067B006B4A2CADF48663545A75104 6CFBC1E470B119DB9F0B0C745D98B714AAF1A9A1 2016 2021-01-29 14:40:06Z MARLENE D SHAVER 9500 GILMAN DRIVE 0940 LA JOLLA CA 920930940 336186801 false X FOUNDATION.UCSD.EDU X 1972 CA TO ADVOCATE AND RAISE PRIVATE SUPPORT FOR THE UNIVERSITY OF CALIFORNIA SAN DIEGO, FOR THE PURPOSE OF ITS RESEARCH, TEACHING AND PUBLIC SERVICE MISSION. 42 39 0 39 -8644 -34524 96149367 139051572 74475 96148 7037284 23389416 713059 560033 103974185 163097169 95248368 99641673 0 0 0 0 0 0 0 662871 1137447 95911239 100779120 8062946 62318049 739458621 925071945 18380713 80314770 721077908 844757175 X 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. false false 95145070 95145070 GRANTS IN SUPPORT OF PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, SAN DIEGO: $29,731,446 FOR CAPITAL PROJECT CONSTRUCTION, $28,810,633 FOR GENERAL DEPARTMENT SUPPORT, $27,529,013 FOR RESEARCH RELATED FACULTY SUPPORT, $9,073,978 FOR STUDENT AID. 4496603 4496603 INVESTMENT EARNINGS PROVIDED TO SUPPORT UC SAN DIEGO FOUNDATION'S OPERATING COSTS, AS WELL AS OTHER FUNDRAISING COSTS, BOTH INCURRED BY THE CAMPUS. 99641673 true true false false false false false false true true false true false false false false true true false false true false false false true true false true false true false false false false false false false false true false false false false true false false false true 6 0 true 0 true true true MX false false false true true true 2 false false false X 42 39 true false false false false false false true true false false true true true true true true false false false CA X X X M SHAVER 8585341032 9500 GILMAN DR MC 0940 LA JOLLA CA 920930940 X C CHANG CHAIR 5.0 0.0 X X 0 0 0 P PREUSS IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 S ENGELHORN VICE CHAIR 1.0 0.0 X X 0 0 0 C WEIL TREASURER 1.0 0.0 X X 0 0 0 P KHOSLA CHANCELLOR & PRESIDENT 1.0 39.0 X X 0 444011 111551 D BINGHAM TRUSTEE 1.0 0.0 X 0 0 0 L BLACK TRUSTEE 1.0 0.0 X 0 0 0 D BRONSTON-CULP TRUSTEE 1.0 0.0 X 0 0 0 R BROWNLIE TRUSTEE 1.0 0.0 X 0 0 0 R DYNES TRUSTEE 1.0 0.0 X 0 0 0 P EPSTEIN TRUSTEE 1.0 0.0 X 0 0 0 D GRIMM TRUSTEE 1.0 0.0 X 0 0 0 S HART TRUSTEE 1.0 0.0 X 0 0 0 R HERTZBERG TRUSTEE 1.0 0.0 X 0 0 0 G JACOBS TRUSTEE 1.0 0.0 X 0 0 0 S JHA TRUSTEE 1.0 0.0 X 0 0 0 M KATZ TRUSTEE 1.0 0.0 X 0 0 0 J KNIGHT JR TRUSTEE 1.0 0.0 X 0 0 0 J KRINSK TRUSTEE 1.0 0.0 X 0 0 0 K KRONER TRUSTEE 1.0 0.0 X 0 0 0 S LIZERBRAM TRUSTEE 1.0 0.0 X 0 0 0 J MALANA TRUSTEE 1.0 0.0 X 0 0 0 R MARREN TRUSTEE 1.0 0.0 X 0 0 0 M NEWSOME TRUSTEE 1.0 0.0 X 0 0 0 T NOVA TRUSTEE 1.0 0.0 X 0 0 0 M PETERSON TRUSTEE 1.0 0.0 X 0 0 0 E RADY TRUSTEE 1.0 0.0 X 0 0 0 A REED TRUSTEE 1.0 0.0 X 0 0 0 R REHM TRUSTEE 1.0 0.0 X 0 0 0 U SCHAEDE TRUSTEE 1.0 39.0 X 0 180180 44795 L SCHENK TRUSTEE 1.0 0.0 X 0 0 0 W SCRIPPS TRUSTEE 1.0 0.0 X 0 0 0 A SENYEI TRUSTEE 1.0 0.0 X 0 0 0 P SHAH TRUSTEE 1.0 0.0 X 0 0 0 J SILBERMAN TRUSTEE 1.0 0.0 X 0 0 0 K SO TRUSTEE 1.0 0.0 X 0 0 0 L SPIEGEL TRUSTEE 1.0 0.0 X 0 0 0 J SUN TRUSTEE 1.0 0.0 X 0 0 0 J SWARTZ TRUSTEE 1.0 0.0 X 0 0 0 S TIMMONS TRUSTEE 1.0 0.0 X 0 0 0 C VASSILIADIS TRUSTEE 1.0 0.0 X 0 0 0 V VILAPLANA TRUSTEE 1.0 0.0 X 0 0 0 A DAVIDSON INTERIM VP (THROUGH 1/30/17) 10.0 30.0 X 0 243890 63307 J FORD-KEANE VICE PRESIDENT 10.0 30.0 X 0 387127 102864 M SHAVER CHIEF FINANCIAL OFFICER 30.0 10.0 X 0 281316 70178 J BOND CORPORATE SECRETARY 40.0 0.0 X 0 62262 22557 D HUNSINGER VICE PRESIDENT (EFF. 1/30/17) 10.0 30.0 X 0 0 0 S GAMER FORMER EXECUTIVE VICE PRESIDEN 0.0 0.0 X 0 290296 26587 0 1889082 441839 0 true true false VERUS 999 THIRD AVENUE SUITE 4200 SEATTLE WA 98104 INVESTMENT COUNSELOR 208333 1 3861278 135190294 6420381 139051572 MEMBERSHIP INCOME 900099 96148 96148 96148 8969306 -8644 8960662 0 0 0 0 0 187509742 173089632 14420110 14420110 14420110 535901 3861278 0 535901 535901 18846 0 18846 18846 0 0 0 OTHER INCOME 5286 5286 5286 163097169 96148 -8644 23940805 99641673 99641673 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BANK CHARGES 133192 133192 INVESTMENT FEES 979203 979203 OTHER EXPENSES 25052 25052 100779120 99641673 1137447 0 0 0 990898 1252996 55779180 59468123 30508 62731 0 0 0 0 0 0 0 0 0 0 0 0 162982431 164692313 519068903 698718458 494760 745187 0 0 111941 132137 739458621 925071945 1227826 509663 0 0 0 62750000 0 0 17152887 17055107 0 0 0 0 0 0 0 0 18380713 80314770 X 0 0 0 0 721077908 844757175 721077908 844757175 739458621 925071945 X 62318049 61562234 -201016 X false true X true false X 77670231 71417991 91276697 96223841 139051572 475640332 0 1137984 1005676 977095 1134269 1173950 5428974 78808215 72423667 92253792 97358110 140225522 481069306 35030328 446038978 7055264 6829199 7785166 7583126 8969306 38222061 0 499560 599260 724736 713059 560033 3096648 522388015 0.85385 0.84180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 557926655 34283949 75666857 22089824 3870 645783767 569369349 22848091 -15177745 19090057 22983 557926655 533982390 34201716 19710471 18516586 8642 569369349 460034446 13093066 77071470 16197926 18666 533982390 390282528 56329662 28129293 14685540 21497 460034446 0.02700 0.92300 0.05000 false false BALANCED INVESTMENT FUNDS 378560430 F SHORT TERM INVESTMENTS 183531905 F OTHER EAFE INDEX FUNDS 72019246 F ALTERNATIVE INVESTMENT FUNDS 56932097 F REAL ESTATE INVESTMENT FUNDS 7674780 F 698718458 224458386 61562233 -201016 61361217 163097169 163097169 100779120 100779120 100779120 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 FOR USE IN SUPPORT OF ITS PROGRAMS AS NOTED IN PART III OF THE 990. PART XI, LINE 2D OTHER RECONCILING ITEM THIS VALUE (-$201,016) REFLECTS THE CHANGE IN ACTUARIAL VALUE OF THE VARIOUS CHARITABLE REMIAINDER TRUSTS AND CHARITABLE GIFT ANNUITIES FOR WHICH THE FOUNDATION SERVES AS TRUSTEE AS DESCRIBED ABOVE IN THE EXPLANATION OF ESCROW ACCOUNT LIABILITY. North America Investments 683479 Central America and the Caribbean Investments 30178573 30862052 30862052 true false true true true false See Schedule O 4397179 3861278 535901 0 0 0 0 4397179 3861278 535901 535901 18846 true 0.20000 18846 18846 CA false See part IV false true false 1.00000 Marlene Shaver 9500 Gilman Dr Suite 0940 La Jolla CA 920930940 false false 18846 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 PURPOSES OF CONDUCTING RAFFLES. PART III, LINE 17B DISTRIBUTIONS REQUIRED UNDER STATE LAW: CALIFORNIA - $18,846.00 true REGENTS OF THE UNIVERSITY OF CALIFORNIA 9500 GILMAN DR MC 0940 LA JOLLA CA 92093 956006144 501(c)(3) 99570917 N/A N/A SUPPORT UNIV. PROG. THEATER & ARTS FOUNDATION OF SAN DIEGO PO BOX 12039 LA JOLLA CA 92039 951941117 501(C)(3) 70756 N/A N/A SUPPORT OF PROGRAMS 2 SCHEDULE I, PART 1, LINE 2 THE FOUNDATION TRANSFERS MONIES TO THE 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. true false false false false false false false false P KHOSLA CHANCELLOR & PRESIDENT 0 430967 0 0 0 13044 0 83305 0 28246 0 555562 0 0 S GAMER FORMER EXECUTIVE VICE PRESIDEN 0 87322 0 0 0 202974 0 19699 0 6888 0 316883 0 0 A DAVIDSON INTERIM VP (THROUGH 1/30/17) 0 238890 0 5000 0 0 0 53171 0 10136 0 307197 0 0 J FORD-KEANE VICE PRESIDENT 0 326888 0 60239 0 0 0 71434 0 31430 0 489991 0 0 M SHAVER CHIEF FINANCIAL OFFICER 0 276316 0 5000 0 0 0 61159 0 9019 0 351494 0 0 U SCHAEDE TRUSTEE 0 179737 0 0 0 443 0 33998 0 10797 0 224975 0 0 PART III - ADDITIONAL INFORMATION 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 CEO AND SIMILAR LEVEL POSITIONS AT UC SAN DIEGO ARE 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 4B-C. LINE 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 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 INCLUDED IN COLUMN III, OTHER REPORTABLE COMPENSATION, IS A ONE TIME SEVERANCE PAYMENT FOR S. GAMER FOR HIS YEARS OF SERVICE. SEE ADDITIONAL SUPPLEMENTAL INFORMATION REGARDING COMPENSATION ON SCHEDULE O. X 88 5120523 FMV X 1 515000 FMV X RAFFLE/AUCTION 19 90366 ESTIMATED FMV X PLANNED GIFT 4 694492 MATURITY VALUE 0 false true false SCHEDULE M, PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATIONS RECEIVED FROM CONTRIBUTORS. 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 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 PAYOUTS 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 PAYOUTS 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 UNIVERSITYS ACCOUNTING SYSTEM AND ARE NOT REFLECTED ON THE FOUNDATIONS ACCOUNTING RECORD. FORM 990, PART III LINE 4B & 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 FOUNDATIONS 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 FOUNDATIONS 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 VI, LINE 11B FORM 990 REVIEW PROCESS THE 990 FORM WAS REVIEWED BY THE AUDIT COMMITTEE OF THE FOUNDATIONS 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 OR 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. 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 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 2 FAMILY OR BUSINESS RELATIONSHIP TRUSTEES G. JACOBS AND J. KRINSK HAVE A BUSINESS RELATIONSHIP WITH TRUSTEE M. PETERSON. TRUSTEES R. MARREN, D. BINGHAM, AND S. HART HAVE A BUSINESS RELATIONSHIP WITH TRUSTEE C. WEIL. 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 FOUNDATIONS WEBSITE. FORM 990, PART VII, LINE 1A (47) DREW HUNSINGER, VICE PRESIDENT EFFECTIVE 1/30/2017, DID NOT RECEIVE COMPENSATION DURING THE 2016 CALENDAR YEAR. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES THIS VALUE (-$201,016) REFLECTS THE CHANGE IN ACTUARIAL VALUE OF THE VARIOUS CHARITABLE REMAINDER TRUSTS AND CHARITABLE GIFT ANNUITIES FOR WHICH THE FOUNDATION SERVES AS TRUSTEE. REGENTS OF THE UNIV OF CA AT SAN DIEGO 9500 GILMAN DR MC0940 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 CHARITABLE REMAINDER TRUSTS (8) 9500 GILMAN DR MC0940 LA JOLLA CA 92037 CHARITABLE TRUST CA NA T false false true false false false false false false false false false false true true true false false false false