2013-11-08T17:20:29-06:00 2013-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2012-07-01 946081352 THE UC DAVIS FOUNDATION % ISABELLA CORBIN UCDA 5307542005 1460 DREW AVENUE Suite 100 DAVIS CA 95618 ISABELLA CORBIN 5307542005 2013-11-07 true PRICEWATERHOUSECOOPERS 6175305000 2012 2016-02-24 21:20:13Z SHAUN KEISTER 1 SHIELDS AVE DAVIS CA 95616 51082160 false X HTTP://GIVING.UCDAVIS.EDU/UC_DAVIS_FOUNDATION X 1959 CA SEE SCHEDULE O 40 40 0 40 -37202 -37202 30289558 34100374 38239 29646 1820754 2979638 307562 329023 32456113 37438681 17588423 22679325 0 0 0 0 0 0 0 301750 337681 17890173 23017006 14565940 14421675 277950213 302993553 14211823 14661177 263738390 288332376 X SEE SCHEDULE O false false 22786345 22679325 29646 SEE SCHEDULE O. 22786345 true true false false false false false false true true false false false false true false true false false false false false false false false false false true false true false false false false false false false false true false false false false true false false false true 0 0 true 0 true true false false false false true true false false false false X 40 40 false false false false false false false true true false false true true true true true true false CA X ISABELLA CORBIN 5307542005 1460 DREW AVENUE SUITE 100 DAVIS CA 95618 KEVIN M BACON 3.0 0.0 X MICHAEL W CHAPMAN 1.0 0.0 X JOHN M CHUCK 1.0 0.0 X EAMONN F DOLAN 3.0 0.0 X BRUCE EDWARDS 3.0 0.0 X VICTOR H FAZIO 1.0 0.0 X ANNE P GRAY 3.0 0.0 X KENT A HUMBER DVM 1.0 0.0 X MARSHALL MCKAY 1.0 0.0 X PAUL A SALLABERRY 3.0 0.0 X ROY J SHLEMON 1.0 0.0 X Gilles Attia 1.0 0.0 X MICHAEL C CHILD 3.0 0.0 X FRED P CORSON PHD 1.0 0.0 X RENO N CRUZ JR 1.0 0.0 X SUNDEEP DUGAR PHD 1.0 0.0 X DOUGLAS J MUHLEMAN 1.0 0.0 X JEFFREY TRAUM 1.0 0.0 X BRUCE W BELL 3.0 0.0 X TIMOTHY BUCHER 1.0 0.0 X LOIS M CROWE PHD 1.0 0.0 X DIANE FIDDYMENT 1.0 0.0 X REZA ABBASZADEH DDS 1.0 0.0 X DAVIS W CAMPBELL 1.0 0.0 X JAMES C DAVIS 1.0 0.0 X RICHARD C DORF PHD 1.0 0.0 X CHRISTIAN P ERDMAN 1.0 0.0 X ROBERT L LORBER PHD 1.0 0.0 X CAROL E PARKER 1.0 0.0 X ANN E PITZER 1.0 0.0 X STEPHEN F BOUTIN JD 1.0 0.0 X DIANA CUSUMANO 1.0 0.0 X JOSEPH W LIN PHD 1.0 0.0 X MARY ANN PEOPLES 1.0 0.0 X ELENA B WEAVER 1.0 0.0 X GUY BENSTEAD 1.0 0.0 X JEFFREY CHILD 1.0 0.0 X DAVID HARDIE 1.0 0.0 X MOHINI JAIN 1.0 0.0 X HENRY WIRZ 1.0 0.0 X ISABELLA CORBIN 40.0 3.0 X 0 131858 6936 SHAUN KEISTER 40.0 3.0 X 0 383808 6459 PAUL PROKOP 40.0 3.0 X 0 200593 14334 0 716259 27729 0 false true false PRICEWATERHOUSECOOPERS LLP 400 CAPITAL MALL SUITE 600 SACRAMENTO CA 95814 AUDIT/TAX SERVICES 135453 1 34100374 2372806 34100374 MISCELLANEOUS PROGRAM REVENUE 900099 29646 29646 29646 1900449 -161026 2061475 0 0 0 0 0 14552145 170523 13345415 298064 1206730 -127541 1079189 123824 955365 0 0 0 RETURN OF DISRIBUTIONS FOR INVESTMENT 329023 329023 329023 37438681 29646 -37202 3345863 22679325 22679325 0 0 0 0 0 0 0 0 0 0 0 135453 135453 0 0 0 0 0 1736 1736 11278 11278 0 0 0 0 67373 67373 0 0 0 0 TEACHING PRIZE AWARD 55763 55763 TEACHING PRIZE CEREMONY 51257 51257 CHAIR DISCRETIONARY FUND 14771 14771 REAL PROPERTY MAINTENANCE 50 50 23017006 22786345 230661 0 67559 51703 23218896 24129111 10345117 17838229 3647 126882 0 0 0 0 0 0 0 0 750 14478 0 242758544 259575515 1555700 1257635 0 0 0 0 0 0 277950213 302993553 6977 13633 0 0 0 0 0 0 8921054 8907672 0 0 0 0 0 0 5283792 5739872 14211823 14661177 X 52682253 47941694 0 0 211056137 240390682 263738390 288332376 277950213 302993553 X 14421675 21324496 -11152185 X false true X true false X 22620532 21502735 24617603 30289558 34100374 133130802 0 0 22620532 21502735 24617603 30289558 34100374 133130802 13324544 119806258 5544303 3402156 2427831 1874702 1900449 15149441 0 28022 77134 9950 307562 329023 751691 149031934 105156 0.80390 0.73912 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 211056136 12807265 24221436 6992980 153593 547582 240390682 207781694 11848550 -632024 7379851 49532 512701 211056136 162568776 22388311 29990297 6676017 25194 464479 207781694 137197819 16961225 15033796 6241684 -43172 425552 162568776 157004608 13314130 -27179941 5629949 14460 296569 137197819 0.15000 0.85000 0.00000 false false false 0 REMAINDER TRUSTS HELD FOR OTHE 5739872 5739872 60154262 21324496 1391085 22715581 37438681 37438681 23016956 23016956 50 50 23017006 Schedule D, Part IV, Line 2B STATE STREET HOLDS THE TRUSTS FOR UCDF SCHEDULE D, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE FUNDING FOR SCHOLARSHIPS, STUDENT ASSISTANCE PROGRAMS AND ACADEMIC RESEARCH FOR THE STUDENTS, EMPLOYEES AND FACULTY OF THE UNIVERSITY. SCHEDULE D, PART X, LINE 2 UCDF FINANCIAL STATEMENTS DID NOT REPORT A FIN 48 LIABILITY. SCHEDULE D, PART XI, LINE 2D CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST LIABILITIES ($1,391,135) REAL PROPERTY MAINTAINENCE EXPENSE $50 SCHEDULE D, PART XII, LINE 4B REAL PROPERTY MAINTAINENCE EXPENSE PER TAX RETURN, SHOWN NET ON THE AUDITED FINANCIAL STATEMENTS. true UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 946036494 501(C)(3) 22679325 SUPPORT EDUCATION SCHOLARSHIPS 1 MONITORING USE OF GRANT FUNDS SCHEDULE I, PART 1, LINE 2 THE FOUNDATION TRANSFERS MONIES TO THE UC DAVIS, WHICH ASSUMES RESPONSIBILITY FOR ACTUAL DISBURSEMENT. CRITERIA FOR SELECTION OF RECIPIENTS ARE BASED ON BOUNDARIES SET BY THE ESTABLISHMENT OF THE SCHOLARSHIP. false false false false false false false false false SHAUN KEISTER 0 335000 39086 9722 0 0 0 6459 0 390267 0 0 PAUL PROKOP 0 179892 20701 0 0 0 0 14334 0 214927 0 0 SCHEDULE J, PART II NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FY13, EACH WAS AN EMPLOYEE OF THE UNIVERSITY OF CALIFORNIA, DAVIS, A RELATED ORGANIZATION. INDIVIDUALS WERE COMPENSATED PRIMARILY FOR SERVICES TO UNIVERSITY OF CALIFORNIA, DAVIS. COMPENSATION INFORMATION REFLECTS ALL COMPENSATION RECIEVED DURING CALENDAR YEAR 2012. X 1 10000 FMV DATE OF GIFT X 69 2355306 FMV DATE OF GIFT X GIFT CARDS 3 7500 CASH VALUE 0 false true true SCHEDULE M, PART I, LINE 32B NON CASH GIFTS ARE LIQUIDATED USING THIRD PARTY SELLERS TO FACILITATE TRANSACTIONs. Schedule M, Part I, Column (b) Based on number of contributions. Organization's Mission Form 990, PART I, LINE 1, Part III, Line 1 AND LINE 4A THE MISSION OF THE UC DAVIS FOUNDATION (THE "FOUNDATION") IS TO ADVANCE THE TEACHING, RESEARCH AND PUBLIC SERVICE ENDEAVORS OF THE UC DAVIS THROUGH PRIVATE SUPPORT, STEWARDSHIP AND ADVOCACY. FORM 990, PART VI, LINE 11A MANAGEMENT WORKS TOGETHER WITH PRICEWATERHOUSECOOPERS, LLP TO PREPARE A DRAFT FORM 990. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND PRICEWATERHOUSECOOPERS SIGNS THE RETURN AS PAID PREPARER. A FINAL FORM 990 IS DISTRIBUTED TO THE FULL BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, LINE 12C THE CONFLICT OF INTEREST QUESTIONAIRE IS SENT TO ALL TRUSTEES EACH YEAR. THE UNIVERSITY OF CALIFORNIA DAVIS FOUNDATION PROGRAM MANAGER REVIEWS THE RESPONSES TO THE CONFLICT OF INTEREST FORMS ANNUALLY. IF A CONFLICT IS DISCOVERED IT IS ESCALATED TO THE APPROPRIATE PARTY WITHIN THE ORGANIZATION. Form 990, Part VI, Line 15B AND PART VII NONE OF THE LISTED INDIVIDUALS RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION. DURING FY13, EACH WAS AN EMPLOYEE OF THE UNIVERSITY OF CALIFORNIA, DAVIS, A RELATED ORGANIZATION. INDIVIDUALS WERE COMPENSATED PRIMARILY FOR SERVICES TO UNIVERSITY OF CALIFORNIA, DAVIS. FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CONSISTS OF A CHANGE IN REMAINDER INTEREST OF $1,391,135 AND A CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE OF ($12,543,320). University of California Davis ONE SHIELDS AVENUE DAVIS CA 95616 946036494 education CA 501(C)(3) 6 CA GOVT false CHARITABLE REMAINDER TRUST (32) FUNDRAISING CA NA T false true false false false false false false false false true true true true false false false false