U C RIVERSIDE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- U C RIVERSIDE FOUNDATION (EIN 23-7433570)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-05
- IRS object ID
- 202501259349301770
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T12:40:12-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
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 SOUTH HOPE STREET 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 | 2023-07-01 | 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) |
|---|---|---|
| Business Name Control | UCRI | BusinessNameControlTxt |
| Phone | 9518276291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 IOWA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY MCDADE | PersonNm |
| Person Title | VP FINANCE AND CFO | PersonTitleTxt |
| Phone | 9518276294 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M HIGHFILL | PreparerPersonNm |
| PTIN | P01517891 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KIMBERLY MCDADE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 IOWA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,261,029 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,919,831 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,134,354 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,409,456 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,888,989 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,105 | PYOtherRevenueAmt |
| CY Other Revenue | $2,090 | CYOtherRevenueAmt |
| PY Total Revenue | $18,339,392 | PYTotalRevenueAmt |
| CY Total Revenue | $15,025,433 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,864,394 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,940,166 | 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 | $169,711 | PYOtherExpensesAmt |
| CY Other Expenses | $414,334 | CYOtherExpensesAmt |
| PY Total Expenses | $15,034,105 | PYTotalExpensesAmt |
| CY Total Expenses | $15,354,500 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,305,287 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$329,067 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $270,599,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $295,596,940 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,221,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,170,598 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $268,378,210 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $293,426,342 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,505,048 | ExpenseAmt |
| Grant | $13,505,048 | GrantAmt |
| 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 | $1,435,118 | ExpenseAmt |
| Grant | $1,435,118 | GrantAmt |
| 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 | $14,940,166 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUKE CHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9518276293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 IOWA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 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 |
|---|---|---|---|---|---|---|---|
| ALLISON CAMPBELL | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIK ANDERSON | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN HAWLEY | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DARIN ANDERSON | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN ATHERTON | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WALLY BAKARE | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID BETTS | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA BLUMENTHAL | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GORDON BOURNS | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY CHUNG | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN CRELLIN | |||||||
| ELECTED MEMBER (THRU 3/5/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM DAHLING | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANET DAVIS | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY DELUCIA | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY GREENLEAF | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NORA HACKETT | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HADLEY | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HUERTA | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SAM KONYN | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF KRYNSKI | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHING LIU | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALLISON MACKENZIE | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER MATERA | |||||||
| ELECTED MEMBER (THRU 6/24/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES MERINO | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BYRON POLLITT | |||||||
| ELECTED MEMBER (THRU 6/30/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA POLLITT | |||||||
| ELECTED MEMBER (THRU 6/30/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH POSNIKOFF | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SHUMAN | |||||||
| EX-OFFICIO TRUSTEE (THRU 6/30/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER STEWART | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL THOMAS | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY WANG | |||||||
| ELECTED MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM DELFINO | |||||||
| ELECTED MEMBER (BEG 7/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM DULL | |||||||
| ELECTED MEMBER (BEG 7/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LEONARD | |||||||
| ELECTED MEMBER (BEG 7/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAMON RICHARDSON | |||||||
| ELECTED MEMBER (BEG 7/1/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIM A WILCOX | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $589,850 | $23,581 | |
| KIM MCDADE | |||||||
| VP FINANCE AND CFO | 8.00 | 32.00 | Yes (X) | $0 | $210,526 | $19,364 | |
| SHARILYN BERRY | |||||||
| SECRETARY | 36.00 | 4.00 | Yes (X) | $0 | $138,134 | $0 | |
| MONIQUE DOZIER | |||||||
| PRESIDENT | 1.00 | 39.00 | Yes (X) | $0 | $400,917 | $5,872 | |
| ANNYA LOTT | |||||||
| EXECUTIVE VP (BEG 5/5/2023) | 1.00 | 39.00 | Yes (X) | $0 | $181,675 | $9,021 | |
| LUKE CHEN | |||||||
| ASSOCIATE TREASURER (BEG 10/20/23) | 32.00 | 8.00 | Yes (X) | $0 | $39,206 | $3,183 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,560,308 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,021 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIVERSIFIED SEARCH LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 MARKET ST 33RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTATION SERVICE | ServicesDesc |
| Compensation | $111,664 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,134,354 | AllOtherContributionsAmt |
| Noncash Contributions | $1,482,289 | NoncashContributionsAmt |
| Total Contributions | $9,134,354 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,275,349 | TotalRevenueColumnAmt |
| Exclusion | $2,275,349 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,849,236 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,235,596 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,613,640 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,613,640 | TotalRevenueColumnAmt |
| Exclusion | $3,613,640 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,090 | TotalRevenueColumnAmt |
| Exclusion | $2,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,090 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,025,433 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,891,079 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,940,166 | TotalAmt |
| Program Services | $14,940,166 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,575 | TotalAmt |
| Management And General | $21,575 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Management And General | $50,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,324 | TotalAmt |
| Management And General | $61,324 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,083 | TotalAmt |
| Management And General | $172,083 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,180 | TotalAmt |
| Management And General | $37,180 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,329 | TotalAmt |
| Management And General | $66,329 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,414 | TotalAmt |
| Management And General | $5,414 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $429 | TotalAmt |
| Management And General | $429 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,354,500 | TotalAmt |
| Program Services | $14,940,166 | ProgramServicesAmt |
| Management And General | $414,334 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,234 | BOYAmt |
| EOY | $131,631 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,016,686 | BOYAmt |
| EOY | $15,660,375 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,225,824 | BOYAmt |
| EOY | $4,903,434 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,060 | BOYAmt |
| EOY | $503,480 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,583,712 | BOYAmt |
| EOY | $274,398,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,599,516 | BOYAmt |
| EOY | $295,596,940 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,876,259 | BOYAmt |
| EOY | $1,794,219 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,047 | BOYAmt |
| EOY | $376,379 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,221,306 | BOYAmt |
| EOY | $2,170,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
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 | $268,378,210 | BOYAmt |
| EOY | $293,426,342 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,378,210 | BOYAmt |
| EOY | $293,426,342 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,599,516 | BOYAmt |
| EOY | $295,596,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$329,067 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,372,449 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,750 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $18,403,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,635,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,807,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,919,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,134,354 | CurrentTaxYearAmt |
| Total | $70,900,583 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,403,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,635,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,807,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,919,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,134,354 | CurrentTaxYearAmt |
| Total | $70,900,583 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,718,398 | SubstantialContributorsTotAmt |
| Public Support Total170 | $59,182,185 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,351,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,392,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $806,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,777,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,275,349 | CurrentTaxYearAmt |
| Total | $8,602,419 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,090 | CurrentTaxYearAmt |
| Total | $13,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,516,574 | TotalSupportAmt |
| Public Support CY170 | 0.74430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,377. 2022 AMOUNT: $ 10,105. 2023 AMOUNT: $ 2,090. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $50,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $50,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES FORM 990, SCHEDULE C, PART II-B, LINE 1 (F) THE ORGANIZATION MADE A CONTRIBUTION IN THE AMOUNT OF $50,000 TO ALLIANCE FOR THE UNIVERSITY OF CALIFORNIA, A REGISTERED 501(C)4 NONPROFIT ORGANIZATION, DEDICATED TO EDUCATING THE PUBLIC ABOUT THE BENEFITS OF A GENERAL OBLIGATION BOND FOR CALIFORNIA'S PUBLIC HIGHER EDUCATION SYSTEM AND SPECIFICALLY FOR THE UNIVERSITY OF CALIFORNIA. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $254,182,547 | BeginningYearBalanceAmt |
| Contributions | $3,998,895 | ContributionsAmt |
| Investment Earnings Or Losses | $28,925,876 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,021,281 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,469,323 | OtherExpendituresAmt |
| Administrative Expenses | $61,324 | AdministrativeExpensesAmt |
| End Year Balance | $275,555,391 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $236,956,067 | BeginningYearBalanceAmt |
| Contributions | $8,300,452 | ContributionsAmt |
| Investment Earnings Or Losses | $19,737,874 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,339,850 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,410,997 | OtherExpendituresAmt |
| Administrative Expenses | $60,999 | AdministrativeExpensesAmt |
| End Year Balance | $254,182,547 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,600,004 | BeginningYearBalanceAmt |
| Contributions | $7,628,910 | ContributionsAmt |
| Investment Earnings Or Losses | -$19,878,754 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,009,474 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,323,196 | OtherExpendituresAmt |
| Administrative Expenses | $61,423 | AdministrativeExpensesAmt |
| End Year Balance | $236,956,067 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,196,234 | BeginningYearBalanceAmt |
| Contributions | $9,901,444 | ContributionsAmt |
| Investment Earnings Or Losses | $66,024,138 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,963,604 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,368,002 | OtherExpendituresAmt |
| Administrative Expenses | $190,206 | AdministrativeExpensesAmt |
| End Year Balance | $259,600,004 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,553,196 | BeginningYearBalanceAmt |
| Contributions | $14,895,935 | ContributionsAmt |
| Investment Earnings Or Losses | $9,861,009 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,205,894 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,586,455 | OtherExpendituresAmt |
| Administrative Expenses | $321,557 | AdministrativeExpensesAmt |
| End Year Balance | $193,196,234 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06518 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55619 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37864 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $2,032,348 | F |
| EXCHANGE TRADED PRODUCTS | $123,618 | F |
| OTHER | $1,687 | F |
| BALANCED FUNDS | $272,240,367 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $274,398,020 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES LIFE BENEFICIARIES | $145,889 |
| DEFERRED INFLOWS-SPLIT INTEREST | $230,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $376,379 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,341,308 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,372,449 | NetUnrealizedGainsInvstAmt |
| Recoveries Prior Year Grants | $4,750 | RecoveriesPriorYearGrantsAmt |
| Revenue Not Reported | $25,377,199 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,964,109 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $61,324 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $61,324 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,025,433 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,293,176 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,293,176 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $61,324 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $61,324 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,354,500 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART X, LINE 2: | INCOME TAXES THE FOUNDATION IS AN ORGANIZATION EXEMPT FROM TAXATION UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT IS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE BASIC FINANCIAL STATEMENTS TAKEN AS A WHOLE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | 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 | $14,940,166 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| 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 |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIM A WILCOX | ||||||||||||||
| EX-OFFICIO TRUSTEE | $0 | $589,850 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,581 | $0 | $613,431 | $0 | $0 |
| MONIQUE DOZIER | ||||||||||||||
| PRESIDENT | $0 | $400,917 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,872 | $0 | $406,789 | $0 | $0 |
| KIM MCDADE | ||||||||||||||
| VP FINANCE AND CFO | $0 | $210,526 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,364 | $0 | $229,890 | $0 | $0 |
| ANNYA LOTT | ||||||||||||||
| EXECUTIVE VP (BEG 5/5/2023) | $0 | $181,675 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,021 | $0 | $190,696 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J RELATED ENTITY DISCLOSURE: WHILE THE REGENTS IS NOT A RELATED ENTITY UNDER THE DEFINITION IN FORM 990, GIVEN THE RELATIONSHIP BETWEEN THE REGENTS AND THE CAMPUS FOUNDATION, THE FOUNDATION REPORTS THE REGENTS AS A RELATED ENTITY FOR THE SAKE OF TRANSPARENCY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,482,289 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG PRICE DNTN DATE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN B: | NUMBER OF CONTRIBUTIONS THE NUMBER OF CONTRIBUTIONS REPORTED IS BASED ON THE NUMBER OF DONATIONS RECEIVED FROM CONTRIBUTORS. |
| PART I, LINE 32B: | USE OF THIRD PARTIES NON CASH GIFTS ARE LIQUIDATED USING THIRD PARTY SELLERS TO FACILITATE TRANSACTIONS FROM CONTRIBUTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 3B | DURING FY24, UC RIVERSIDE FOUNDATION DID NOT HAVE UNRELATED BUSINESS GROSS INCOME OF $1,000 OR MORE; HOWEVER, IS FILING A 2023 FORM 990-T FOR CONTINUITY AND TO RETAIN THE NOL CARRYFORWARD SCHEDULE. |
| FORM 990, PART VI | DISCLOSURE FOR POLICIES THE UC RIVERSIDE FOUNDATION IS REQUIRED TO COMPLY WITH THE POLICIES OF THE UNIVERSITY OF CALIFORNIA. |
| FORM 990, PART VI, SECTION A, LINE 2 | BYRON AND TERESA POLLITT HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS 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. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING CONFLICTS OF INTEREST 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS OF DETERMINING COMPENSATION OF THE CEO AND OTHER OFFICERS NO OFFICERS OR OTHER EMPLOYEES RECEIVED ANY COMPENSATION FROM THE FILING ORGANIZATION (E.G., FOUNDATION) DURING FY24. ALL ARE EMPLOYEES OF THE UNIVERSITY OF CALIFORNIA, RIVERSIDE AND ARE COMPENSATED BY THE UNIVERSITY. SENIOR MANAGEMENT INCLUDING THE CHANCELLOR, ARE COMPENSATED IN ACCORDANCE WITH UNIVERSITY OF CALIFORNIA REGENTS' POLICY 7701. A NUMBER OF FACTORS ARE CONSIDERED IN DETERMINING FAIR AND REASONABLE COMPENSATION INCLUDING: PERFORMANCE, PEER COMPARABILITY DATA, EXTERNAL MARKET COMPARABILITY, SCOPE AND BREADTH OF EXPERIENCE AND RESPONSIBILITIES. COMPENSATION OF THE CHANCELLOR IS APPROVED BY THE REGENTS. |
| FORM 990, PART VI, SECTION C, LINE 18 | PUBLICLY REQUIRED INFORMATION 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE ARTICLES OF INCORPORATION, BYLAWS, FINANCIAL STATEMENTS AND THE CONFLICT OF THE INTEREST POLICY STATEMENT ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENTS FOR PRIOR YEAR RETURNED GRANTS 4,750. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | 943067788 | EDUCATION | CA | GOVT. | STATE OF CA | 0 |
| UNIVERSITY OF CALIFORNIA RIVERSIDE | |||||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | 956006142 | EDUCATION | CA | 501(C)(3) | UC REGENTS | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUSTS (3) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 IOWA AVE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92507 | ZIPCd |
| 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 | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |