2016-11-09T13:55:19-08:00 2016-06-30 Hutchinson and Bloodgood LLP 579 Auto Center Drive Watsonville CA 95076 990 2015-07-01 237394590 UC SANTA CRUZ FOUNDATION UCSA 8314592501 1156 HIGH STREET SANTA CRUZ CA 95064 JO WESTBROOK Controller 2016-11-09 true KAREN E SEMINGSON CPA P00319226 8317242441 2015 2017-02-10 21:41:12Z SHEILA BERGMAN 1156 HIGH STREET SANTA CRUZ CA 95064 24680847 false false X HTTP://FOUNDATION.UCSC.EDU/ X 1974 CA TO BENEFIT THE UNIVERSITY OF CALIFORNIA SANTA CRUZ 36 36 0 0 9828197 13403938 0 2034446 2166636 3697756 11862643 19268330 11179411 12229402 0 0 0 0 58003 10316 11237414 12239718 625229 7028612 92086720 88903738 7427512 1923727 84659208 86980011 TO BENEFIT THE UNIVERSITY OF CALIFORNIA SANTA CRUZ false false 12229402 12229402 PROVIDE FINANCIAL SUPPORT TO UCSC THROUGH STEWARDSHIP OF DONATIONS, GRANTS TO UCSC CONSISTENT WITH DONOR INTENT AND OUTREACH TO DONOR COMMUNITY. 12229402 true true false false false false false false false true false true false false true false true true false false true false false false false false false true false true false false false false false false false false false false false true false false false false true false false false false true 0 0 false 0 false false false false false false false false false 0 false false false false false false false false false false X 36 36 false false false false false false false true true false false true true true true true true true true false CA X X JO WESTBROOK 8314592501 2155 DELAWARE AVE STE 200 SANTA CRUZ CA 95060 MARY E DOYLE Chair 5.00 0.00 X X 0 0 0 PAUL J HALL Past Chair 1.00 0.00 X X 0 0 0 LINDA S PETERSON Vice Chair 1.00 0.00 X X 0 0 0 RICHARD FRANKLIN MOSS Parliamentarian 1.00 0.00 X X 0 0 0 BRANDON ALLGOOD Trustee 1.00 0.00 X 0 0 0 RICKY BLUTHENTHAL Trustee 1.00 0.00 X 0 0 0 STEVE BRUCE Trustee 1.00 0.00 X 0 0 0 LAURA BUSHNELL Trustee 1.00 0.00 X 0 0 0 BARBARA W CANFIELD Trustee 1.00 0.00 X 0 0 0 HENRY D CHU Trustee 1.00 0.00 X 0 0 0 STEPHEN J CROWE Trustee 1.00 0.00 X 0 0 0 KEN DOCTOR Trustee 1.00 0.00 X 0 0 0 DAVID DOSHAY Trustee 1.00 0.00 X 0 0 0 LEWIS G FELDMAN Trustee 1.00 0.00 X 0 0 0 THEODORE C GOLDSTEIN Trustee 1.00 0.00 X 0 0 0 STEPHANIE D HARKNESS Trustee 1.00 0.00 X 0 0 0 KAMIL H HASAN Trustee 1.00 0.00 X 0 0 0 ROBERT HOLO Trustee 1.00 0.00 X 0 0 0 MATTHEW J HOWARD Trustee 1.00 0.00 X 0 0 0 PEDER JONES Trustee 1.00 0.00 X 0 0 0 NARINDER S KAPANY Trustee 1.00 0.00 X 0 0 0 LOREN L KINCZEL Trustee 1.00 0.00 X 0 0 0 DAVID KORDUNER Trustee 1.00 0.00 X 0 0 0 FRANS M LANTING Trustee 1.00 0.00 X 0 0 0 ANURADHA LUTHER MAITRA Trustee 1.00 0.00 X 0 0 0 KUMAR MALAVALLI Trustee 1.00 0.00 X 0 0 0 KIRAN MALHOTRA Trustee 1.00 0.00 X 0 0 0 KRISTEN MARINOVIC Trustee 1.00 0.00 X 0 0 0 SB MASTER Trustee 1.00 0.00 X 0 0 0 JAMES PANETTA Trustee 1.00 0.00 X 0 0 0 VIKRAM SAHAI Trustee 1.00 0.00 X 0 0 0 GARRY A SPIRE Trustee 1.00 0.00 X 0 0 0 LOREN A STECK Trustee 1.00 0.00 X 0 0 0 ART TORRES Trustee 1.00 0.00 X 0 0 0 ALEC WEBSTER Trustee 1.00 0.00 X 0 0 0 JOHN WOODWARD Trustee 1.00 0.00 X 0 0 0 GEORGE BLUMENTHAL Chancellor 1.00 50.00 X 0 392076 15849 KEITH BRANT President 1.00 50.00 X 0 305968 11273 JEFF SHILLING Vice President 1.00 50.00 X 0 219474 19172 SHEILA BERGMAN Exec Secretary 1.00 50.00 X 0 46021 6080 SARAH LATHAM Treasurer 1.00 50.00 X 0 275834 6861 ELISE HERRERA-MAHONEY Treasurer 1.00 50.00 X 0 150796 14933 1390169 74168 0 false true false 0 13403938 3128415 13403938 0 700341 700341 0 0 0 3128415 3750397 3104215 2308302 24200 1442095 1466295 1466295 0 0 0 DEBT FORGIVENESS 3697756 3697756 3697756 19268330 1466295 4398097 12229402 12229402 0 0 0 0 0 0 0 0 0 0 0 1500 1500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BANK CHARGES 8561 8561 FEES & MISC EXPENSE 255 255 0 12239718 12229402 10316 0 46607 176625 1194370 2912309 4879361 4308511 0 0 0 0 0 0 0 0 85966382 81506293 0 0 0 92086720 88903738 1058973 767222 1261259 716505 5107280 440000 7427512 1923727 X -3506503 1059896 51925661 45856012 36240050 40064103 84659208 86980011 92086720 88903738 X 7028612 -5134495 426686 X false true X true false X 14071288 9841134 15755613 9828197 13403938 62900170 0 0 14071288 9841134 15755613 9828197 13403938 62900170 11664933 51235237 865362 729102 663580 812329 700341 3770714 0 0 66670884 0.76850 0.77730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83517587 3321050 -2882670 3426503 324279 80205185 79266685 2196301 4763395 2437211 271583 83517587 61462351 8514984 11722537 2182594 250593 79266685 55911148 1134694 6541791 1898434 226847 61462351 55026031 3860218 -347081 2411486 216534 55911148 0.24598 0.75402 false false false 81506293 CURRENT PORTION OF LTD 18270 NOTE PAYABLE TO UC-SEYMOUR MDC 421730 440000 14560521 -5134495 426686 -4707809 19268330 19268330 12239718 12239718 12239718 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 ACTUARIAL LIABILITY ADJUSTMENT $426686 FINLAND 0 0 FUNDRAISING 0 JAPAN 0 0 FUNDRAISING 0 SPAIN 0 0 FUNDRAISING 0 false false false false false false true UNIVERSITY OF CA SANTA CRUZ 1156 HIGH STREET SANTA CRUZ CA 95064 941539563 12229402 0 SUPPORT UNIVERSITY PROGRAMS 0 1 Grantmaker's Description of How Grants are Used UNIVERSITY OF CALIFORNIA SANTA CRUZ HAS PROCEDURES IN PLACE AS GUIDED BY THE UC REGENTS, AUDITED ANNUALLY, TO MONITOR THE SPENDING TO ENSURE FUNDS ARE SPENT IN ACCORDANCE WITH THE RESTRICTION ASSIGNED. false false false false false false false false false false ELISE HERRERA-MAHONEY Treasurer 150796 14933 165729 GEORGE BLUMENTHAL Chancellor 383160 8916 15849 407925 JEFF SHILLING Vice President 219474 19172 238646 KEITH BRANT President 297052 8916 11273 317241 SARAH LATHAM Treasurer 275834 6861 282695 X 46 3128415 MARKET VALUE false true true Part I, Line 32, Hire and Use of Third Parties THE UNIVERSITY OF CALIFORNIA, A RELATED PARTY, SELLS SECURITIES RECEIVED FOR THE UCSANTA CRUZ FOUNDATION. Form 990, Part VI, Line 11b: Form 990 Review Process THE 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE FOUNDATION DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENTTO TRUSTEES ANNUALLY TO BE SIGNED AND RETURNED. THE FOUNDATION IDENTIFIES ANDDISCLOSES POSSIBLE CONFLICTS OF INTEREST TO THE EXECUTIVE COMMITTEE FORDETERMINATION. FOR FY 2016, THE COMMITTEE DETERMINED THERE WERE NO CONFLICTS TODISCLOSE. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management ALL KEY EMPLOYEES OF THE FOUNDATION ARE EMPLOYEES OF UC SANTA CRUZ. THE UC REGENTSHAVE OVERSIGHT AND APPROVAL FOR THE HIRING OF ALL TOP MANAGEMENT OF THE UNIVERSITY. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE UC SANTA CRUZ FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTSAVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. Other Changes In Net Assets Or Fund Balances - Other Increases ACTUARIAL LIABILITY ADJUSTMENT = $426686 UNIVERSITY OF CALIFORNIA SANTA CRUZ 1156 HIGH STREET SANTA CRUZ CA 95064 941539563 PUBLIC UNIVERSITY CA 501(C)(3) 170(B)(1)(A)V NA false UNIVERSITY OF CALIFORNIA REGENTS 1111 FRANKLIN STREET OAKLAND CA 94607 943067788 PUBLIC UNIVERSITY CA 501(C)(3) 170(B)(1)(A)V NA false false true false false false false false false false false false false true true true false false false false